1. Meeting will begin shortly
Jay Murphy
Chair Person
March 5, 2015

2. New York (Albany/Upstate)
Welcome!
New York (Albany/Upstate)
Tweet today’s meeting: #CRMUGchapterNYALB

3. Agenda 8:30 – 9:00 Registration and Networking 9:00 – 9:20
Chapter Business, CRMUG News & Events
9:20 – 10:00
Member Showcase (Red Lion Controls)
10:00 – 10:15
Break
10:15 – 11:00
Roundtables (Networking)
11:00 – 11:15
11:15 – 12:00
CRM Superhero Utility Belt

4. Get to Know Your CRM Peers
Introductions
Name
Company (describe Company/Industry)
Your role in the company
What version are you on?
What do you hope to accomplish by attending the user group?

5. 5 2008 Join CRMUG T o d a y Pretty Awesome est. reasons
Connect. Learn. Share.
The What
The Why 5
Pretty Awesome
reasons
Members attend chapter meetings free.
Access to Hundreds of Webinars Available On Demand.
Collaborate: exclusive online social community for CRM users.
Open invitation to over educational events year round.
CRMUG Summit Registration Discount: up to $400 per person.
The When
Call Bryan Erstad, he’s a great guy as well as the CRMUG Membership Manager.
T o d a y
Exciting, isn’t it?
x1450
We’re a little over 12,000 Dynamics CRM users who get together and chat about CRM virtually or in person events, like this one. It’s a big conversation you really shouldn’t miss out on. You’ll probably learn something great, apply it to your organization, and be treated like a super hero.
2008
est.

6. Our New Website! One Site WOW! Relationships Information
Community Building
One Site
Industry Experts
Dynamics
Peers
We’ve brought all the pieces of Collaborate together with the events and education you want to one site!

7. Important Actions to Take
WOW!
STEP 1
Create NEW Username & Password
STEP 2
Update Your
Profile

8. Cool new features: Filtering & Sorting Self-Service Options
WOW!
Cool new features:
Filtering & Sorting
Self-Service Options
Your Time Zone
Filter events by:
Type
Tag
Other event criteria
OR Search by keyword
Creating own username and password
Managing team members
Join, Upgrade or Renew from Profile
Update your time zone preference via your Profile to view virtual events in your preferred time zone
(default is Eastern Time)

9. Upcoming Virtual Events
Date
Availability
Summit 2014 Encore: Dynamics CRM - Advanced Scripting
Members Only
5-Mar-15
What's Driving Your Business? Put Key Performance Indicators in the BI Driver's Seat!
OneSource Excel Series: What Are Macros Good For Anyway?
6-Mar-15
OneSource Excel Series: Self-Service Reporting with Excel Pivot Tables and Slicers
9-Mar-15
Summit 2014 Encore: SOAP JavaScript Library in SDK
The Collaboration Imperative: How Businesses are Changing
11-Mar-15
Summit 2014 Encore: Form Configuration in Dynamics 2013 and 2015
Workflows 201: Basics of Real-Time Workflows for CRM Administrators
12-Mar-15
Lessons from the Mouse
Summit 2014 Encore: Managing Production and Non-Prod CRM Environments
OneSource Excel Series: Like Cookies and Milk: SharePoint and Excel
13-Mar-15
OneSource Excel Series: How to be a Power-user of PowerPivots
23-Mar-15
Summit 2014 Encore: Workflows for Developers/Custom Workflow Activities
26-Mar-15
CRMUG Medic Friday: The Docs Are In!
27-Mar-15
OneSource Excel Series: Turn Up the Heat with Power Map
OneSource Excel Series: Excel Idol
1-Apr-15
Dashboards for the CRM Administrator: Not Your End Users' Dashboard!
Assess Your CRM Success: How is Your Project Really Going?
7-Apr-15
Microsoft CustomerSource: Your Dynamics Life Support System
14-Apr-15
The Art of Winning More Business with LinkedIn
16-Apr-15
Our calendar is shaping up into the early fall now and I encourage you to check out some of the great programming that we have coming up for you.
Many of our highlights include a renewed focus for our premium members on Special Interest Groups, which is programming offered quarterly based upon on an industry, role, or specialty topic. IN the month of July and August, we will offer a webinar for Administrators, Marketing Users, Manufacturing, CRM Online, User Adoption, Mobility, Social, and Data Integrity.

10. Don’t miss the largest CRM customer conference that has ever existed!
October 12-16, 2015 Reno-Tahoe
Don’t miss the largest CRM customer conference that has ever existed!

11. Chapter Leadership Be a part of something really great
FACT: The most successful chapters have strong leadership teams. BENEFIT: Ignite Leadership Training available ONLY to chapter leaders. Develop your professional skills – public speaking, leadership, communication, organization, conflict resolution, and many more skills. IMPACT: Chapter Leaders have significant reach within the Dynamics CRM Community. Leaders are respected for their hard work and devotion to helping individuals and organizations attending meetings. Roles: Chair, Co-Chair, VP of Membership, VP of Communication, VP of Programming Take Action: Contact your chapter leader or CRMUG Chapter Director, Onika Allen,
I WANT YOU
FOR CHAPTER
LEADERSHIP

12. Next Meeting? Date: June 16, 2015 Time: 8:30am – 12:30pm
Place: Microsoft Office
Topics: TBD
Edit your info if already known

13. Jay Murphy Sales Operations Analyst March 5, 2015
Member Showcase
Jay Murphy
Sales Operations Analyst
March 5, 2015

14. Member Showcase Who we are and what we do What Modules We Use
Version, Number of Users, How Long
Favorite Module and Why
What ISV's and How We Use Them
Tips & Tricks
Way to Improve Processes
What surprised you that you didn’t know
Where do we go for answers
Questions?
This can be defined by the user who is presenting. Not all bullet points need to be covered – this is just a list of ideas.
Should last around 20 minutes and open it up to questions.
Another nice feature when holding at a user site, is to offer tours before or after the meeting. Great way to show off!

15. Roundtable Discussion

16. Chapter Recap Have you upgraded to the most recent version?
If not, what is holding you back?
What excites you the most?
What do your local users like best?
What ISV solutions do you use?
What challenge do they help you solve?

18. CRM Superhero Utility Belt
Scott Sewell
Solution Architect
March 5, 2015

19. Q & A