1. Welcome to YOUR Community!
New York (Upstate) Chapter Meeting
May 18, 2017

2. Introductions Name Company & Role Microsoft Dynamics CRM Version
Did you attend a UG conference or event this past year?
Would you prefer to climb a mountain or relax on a beach?
What do you hope to gain from today’s meeting?

3. Today’s Agenda 8:30 - Registration/Networking
9:00 - Welcome & Introductions
9:15 - CRMUG News & Chapter Business
9:30 - Member Showcase
9:45 - Break
10:00 - A CRM Case Study - Dynamic Communities
10:45 - Break
11:00 - Roundtable Discussions and Networking

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. Member/Customer Showcase
Presented by: Heather/Jen from Amsterdam Printing

9. Member Showcase Who We Are and What We Do What Modules We Use Version
Number of Users
How Long
What ISV's and How We Use Them
Favorite Module and Why
Tips & Tricks / Way to Improve Processes (what surprised you that you didn’t know)
Where Do We Go for Answers
Questions?

10. A CRM Case Study – Dynamic Communities
Presented by: Jay Murphy – Original Presentation by Melissa Erickson

11. Overview How Dynamic Communities Uses CRM What’s Next
Journey from CRM 2011 to CRM 2016 and beyond
CRM as the Hub with Best of Breed Solutions
Using CRM to Run Our Entire Business
What’s Next
Future for Dynamic Communities

12. Journey from CRM 2011 to CRM 2016 and beyond

13. CRMUG Before Previous Implementation Microsoft CRM 2011
Disconnected Portal & Community
Outsourced Event Registration
Manual Intervention

14. The Big Dig - CRM 2011 to CRM 2013 & Website redesign
Goals & Objectives
Better User Experience for Members
Consolidated & Integrated System with CRM as the Hub
Group Effort
Dynamic Communities
Cobalt
Higher Logic
Brightfind

15. The Evolution of CRMUG

16. Victims of Our Own Success
Scaling CRM to Meet Increased Demand
Membership Increase from 2013 to 2016
Addition of New User Groups
Summit Registration Increase from 2,000 in 2014 to 6,500 in 2016

17. Upgrade from CRM 2013 to 2016 Upgrades are Never Easy
Limited Window for Downtime with Summit Approaching
Large Database – 450GB
Multiple 3rd Party Managed Solutions
Ultimately Chose to Migrate

18. CRM as the Hub with Best of Breed Solutions

19. What we do

20. The Hub Dynamics CRM Membership Management Event Management
Membership Applications & Renewals
Committees & SIGs
Event Management
Academy, Webinars & Chapter Meetings
Conference Registration
E-Commerce & Accounting
Credit Card Payments (CRM & Portal)
Revenue, Accounts Receivables, General Ledger & GP Integration

21. Best of Breed Solutions

22. Using CRM to Run Our Entire Business

23. Single Sign-On - Higher Logic & Cadmium

24. HL + Web Elements

25. Managing multiple User Groups

26. Event Registration More than 6,500 Registrations in 2016!
Seamless Join Integrated to Registration
All Data Pulled Directly for CRM
Date Based Fees (e.g. Early Bird)
Query Based Fees (e.g. Sponsors)
Maximum Attendee Limits
Waitlist Management
Cancellations & Refunds
Automated Receipts

27. Event Registration

28. Member Engagement
Taking CRM to the Next Level

29. Engagement Activities
Tracking Engagement
Integration from Websites to CRM

30. Xpertdoc

31. Easy Territory

32. Future for Dynamic Communities

33. What’s Next for Dynamic Communities?

34. What’s Next for Dynamic Communities?

35. Roundtable Discussion
Topic: TBD

36. 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?

37. Next Meeting: Thank you to our Annual Chapter Sponsors!
Date: August 10, 2017
Time: 9am -12 PM
Place: Microsoft Office
Topics: Ideas?
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

38. THANK YOU FOR ATTENDING!