1. Welcome to YOUR Community!
Milwaukee Chapter Meeting
5/12/2017

2. Introductions Name Company & Role Microsoft Dynamics CRM Version
Did you attend a UG conference or event this past year?
Most exciting thing you have done OR what did you want to be when you grew up?
What do you hope to gain from today’s meeting?

3. Today’s Agenda Welcome & Introductions CRMUG News & Events
Educational Session: Upgrade Best Practices (Catie- Concurrency)
Roundtable Discussions/ Birds of a Feather
Networking/ Lunch

4. CRMUG Event Calendar Not sure which conference is right for you?
FOCUS
May 8-9, 2017
St. Louis, MO
Deep-dive education with functional tracks – Sales, Service, Citizen Developer - for advanced Dynamics CRM users.
SUMMIT 2017
October 10-13, 2017
Nashville, TN
Leading live-event featuring community-produced education and optimal networking opportunities.
Leading live-event featuring community-produced education and optimal networking opportunities.
SUMMIT 2018
October 15-18, 2018
Save the date!
Not sure which conference is right for you?
Visit:

5. May 8 – 9, 2017
St. Louis, MO

6. UNLOCK YOUR FULL DYNAMICS POTENTIAL WITH D365UG/CRMUG
Access Proven Solutions
Find real-world answers for your challenges and learn best practices from users like you who have ‘been there, done that.’ Enjoy reliable support at your fingertips.
Connect With Proficient Users
Make connections with your peers, Microsoft MVPs, All-Stars, and other subject matter experts. Tap into this expertise 24/7.
Train Productive Teams
Take advantage of virtual education, special interest groups and online forums, tech tips, local meetings, and annual events. Discounts available.
Save costs. Save time. Save sanity.
We’ve saved you a seat!
Over 32,000 of your Dynamics 365 & CRM peers are waiting for YOU to join the Community!

7. Individual membership only
You Spoke. We Listened.
Individual Memberships Now Available!
Individual membership only
$249
Memberships available until May 31, 2017*
Visit crmug.com/membership/join to get started today!
*CRMUG Individual User Membership is being offered for a limited time until May 31, Membership will be valid for one year from purchase date.
Individual user members do not qualify for discounts on CRMUG conference registration or CRMUG Academy courses. PBIUG Member Access is not included in CRMUG Individual User Membership.

8. Upgrade Best Practices
Presented by: Catie Franklin - Concurrency

9. What you need to be more Digital
Modern IT Management
DevOps and IT Service, Business Process Transformation, Governance
Mobile
Security
Digital Transformation
Realized
Analytics & Data
Cloud Data Center
BI, SQL, Predictive Analytics, Big Data
Identity & Device Management , Cloud Integration & Management
Cloud
Data
Concurrency focuses on 5 core solution areas that delivery value and results for companies becoming more digital
IT Management solutions focus on bringing Modern thinking to the new Digital Era,
Cloud & Data Center solutions help customers bridge their on premise to cloud journey,
The Customer Engagement team builds strategies that delivery customer facing solutions,
The Modern Applications team designs, architects and builds solutions with high impact technologies,
And finally, the Analytics & Data team delivers Data solutions that drive better insights,
Modern Applications
Customer Engagement
IoT, Mixed Reality, Cloud Applications
CRM, Extranets, Collaboration, B2B solutions, Unified Communications

10. When are Upgrades Available?
CRM Online
One Major Release and one minor release per Year
CRM On Premise
One Major Release per Year

11. What’s the difference? CRM 2016, Online or on Prem Dynamics 365
On-Premise
CRM Online
CRM 2016, Online or on Prem

12. Dynamics 365 Microsoft Dynamics 365 + Microsoft AppSource Power BI
Intelligent business applications in the cloud
Microsoft AppSource
Azure IoT Suite
Power BI
Cortana Intelligence Suite
Project Service Automation
Sales
Customer Service
Microsoft Dynamics 365 +
Introducing Dynamics 365
Enabling project-based organizational maturity and discipline has been the driving force behind Microsoft’s investment in a purpose-built solution to help drive their digital transformation. Project Service Automation business application fits nicely into Microsoft Dynamics 365.
Dynamics 365 will allows organizations to adopt individual business apps such as Marketing, Sales, Service and Operations, but as organizations adopt more of the apps, synergies will be unleashed in the form ‘Intelligent Business Processes’.  This will help proactively guide employees & customers to generate optimal outcomes.
Dynamics 365 Detailed Messaging
Microsoft uniquely delivers all of the pieces of an intelligent business cloud.
First party business applications are at the heart of the intelligent business cloud. Dynamics 365 takes a new approach to business applications.  Our current CRM and ERP cloud solutions will be unified into one cloud service with new purpose-built apps to help manage specific business functions, including: Sales, Customer Service, Field Service, Operations, Marketing, Financials and Project Service Automation.
Power BI and Cortana Intelligence are natively embedded to help companies achieve their business goals with predictive insights, prescriptive advice and actionable next steps. Azure IoT brings device data to enable preemptive action to business functions like field service.
Deep integration between Dynamics 365 and Office 365 brings together the two worlds of business process and personal productivity. Historically users have been the point of integration between business processes and the , spreadsheet and word processing tools they use. This meant lot of time flipping between apps and a lot of cutting and pasting. With Dynamics 365, we connect the structured workflow of business apps with the unstructured work of collaboration and productivity for empowered employees and a much more productive experience.  
Business applications will be able to adapt and innovate in real-time with a common data model and extensible business application platform. Dynamics 365 apps will:
Use a common data model, shared with Office 365, to simplify data management and integration across apps and business processes.
Offer tech savvy business customers/analysts, aka “citizen developers,” (using Power Apps, Power BI Embedded and Microsoft Flow) and professional developers (using Azure platforms services) a consistent business platform they can use to compose new apps and easily extend and modify existing ones.
Come with connectors that let you integrate with applications and services from Microsoft and our partners - including custom API’s and on premise systems.
We are also introducing Microsoft AppSource – Microsoft's new destination for business users to easily find and evaluate line of business SaaS apps, add-ins and content packs from Microsoft and our partners, including those built on top of Dynamics 365, Office 365, Cortana Intelligence and the Azure platform.  AppSource is available in preview and customers can try out more than 200 solutions.
Field Service
Operations
Marketing
Common application platform: PowerApps, Microsoft Flow, Common Data Model

13. Why Upgrade? Well, because you kind of have to….
CRM Online with 6 month upgrade windows
Scheduled within your O365 environment
CRM On Premise
Why for On-Premise?
Versions become Unsupported by Microsoft
Supporting Technology becomes incompatible with your version. Eg. Office Products, Operating Systems, etc.
Microsoft is constantly adding new, awesome features!!
Roadmap.dynamics.com will show you what’s coming!

14. You have decided to upgrade, now what’s next?

15. DO NOT UNDERESTIMATE THE NEED TO PLAN!!!
Take this opportunity to increase user adoption by offering new, streamlined functionality

16. Business Processes Review
What has changed at my organization since we deployed or last upgraded?
How are the groups within my organization working together?
How does my organization engage with our clients?
Are users mobile or desk friendly?
What metrics are important to our organization to ensure our continued growth?
What are the pain points users have today when using CRM?
Others?

17. Research Is now a good time to go to the cloud?
Does my company have other cloud technologies?
Other Microsoft Cloud Technologies?
What related technologies are at my company and are they compatible?
Search Compatility Matrix: us/help/ /compatibility-with-microsoft-dynamics-crm
What’s changed since my version?
Bookmark center/what-s-new.aspx to keep up to date

18. What new administrative tools can I use?
Business Rules
Business Process Flows
Ability to copy Production
Quick View Forms
Editable Sub-Grids
New Outlook Add-in Options
Which of these can replace custom code within the system?

19. What new functionality has been added?
Global Search
Create your own Learning Path
Insights (Customer and Organization)
Portals
Dynamics for Field Service
Dynamics for Project Management
Mobile!
Can any of these replace add-on solutions?

20. Gotcha’s
If you are a few versions behind, you must upgrade to each version. Consider doing a fresh install and only migrating relevant data
Check Code, Plugins, and Integrations
Javascript
Plugin and Workflow Assemblies align with SDK
Changes to HTML Web Resources
Check Security Roles
Check for deprecated features or compatibility eg. Articles versus Knowledge Articles

21. Additional Items to Check
Legacy Form Rendering
Verify Custom Buttons have the valid ribbon parameters
Verify field and sections placement on forms.
SharePoint list component is deprecated to use server-based SharePoint integration
Router has now moved to Server Side Synch
Helpful Links:
Important Changes:
Before Upgrading:

22. TEST Seriously, please test!!

23. Communicate Early and Often
Just like in your deployment, get users excited about new features.
Did you know you will now be able to see Recently Viewed items with one click?
There will be new ways to more easily track your s!
I know you are addicted to OneNote. Well, it’s now integrated into CRM!
Mobile will work! Yeah!
We are giving you PowerBI dashboards!

24. Roundtable Discussion
Topic: Upgrade Tips/ Tricks & Advice

25. Discussion Opportunities/Starters
What version are you on?
What is keeping you from upgrading (if applicable)?
Are you considering upgrading to the cloud?
If in the Cloud, what do you enjoy the most about Dynamics CRM Online?
What is your best user adoption tip or trick?
Do you use CRM for Sales, Marketing, and Service?
Do you have Power Users within your company? How do they help embrace adoption?
What ISV product is your favorite to use? What is one you are looking to use?

26. Next Meeting: Thank you to our Annual Chapter Sponsors!
Date: August 10, 2017
Time: 8:30AM
Place: TBD
Topics: Medic Session
Member Showcase: Volunteers?
Be sure to REGISTER for the next meeting!
Connect with us if you are interested in becoming a chapter sponsor! Please contact Lauren at

27. THANK YOU FOR ATTENDING!