2. @CRMUG
Agenda
12:00 – 12:40 Registration and Networking
12:40 – 1:00 Chapter Business
1:00 – 1:20 Member Showcase
1:20 – 1:30 Break
1:30 – 2:15 Roundtables
2:15 – 2:30 Break
2:30 – 3:00
Educational Workshop “Sales
tool to xRM”
3. @CRMUG
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 this
and future meetings?
4. @CRMUG
About CRMUG
Users
Founded in 2008
Officially recognized by
Microsoft
The largest, independent
group for users of Microsoft
Dynamics CRM
Over 3,800 company
members (11,000+ individual
members)
6. @CRMUG
October 14-17, 2014
America’s Center – St. Louis, MO
Pre-conference Training - Oct 13-14
Experience Learning
Focused, interactive sessions offer valuable content for all Microsoft
Dynamics® CRM users, no matter your product version or experience level.
Experience Networking
Benefit from the real-world expertise of others in your role, your industry, or
with similar goals.
Experience It Together
There’s more to CRMUG Summit than one person can soak in alone - attend
with your teammates and go home with actionable solutions and ideas!
crmugsummit.com
7. @CRMUG
Regional Conferences Available
Premium Member - $129; Basic Member - $299
Additional Academy Courses Available
http://www.crmug.com/regional-conferences/
Dallas, Texas Minneapolis, Minnesota
June 9-10
Starts Noon on June 9th
Ends at 5:00 pm on June 10th
Embassy Suites – DFW South
4650 W. Airport Freeway
Irving, TX 75062
June 19-20
Starts Noon on June 19th
Ends at 5:00 pm on June 20th
Embassy Suites - Minneapolis Airport
7901 34th Ave. S.
Bloomington, MN 55425
8. @CRMUG
Upcoming Virtual Events
Event Date Availability
CRMUG SIG: CRM Administration/IT Support – Ask the Experts: All Things Security Apr 17 Premium
CRMUG Convergence 2014 Encore: Dynamics CRM Scripting for Administrators Apr 22 Premium
CRMUG User Group Information and Orientation Session April 22 Open
CRMUG Partner Showcase: Engage Your Customers with CRM Vertex April 23 Open
CRMUG Webinar: Ask the Experts – User Adoption Tips and Tricks for Dynamics CRM 2013 Apr 24 Premium
CRMUG Convergence 2014 Encore: Functional Use and Customization of BPM in Dynamics CRM 2013 May 6 Premium
CRMUG Partner Showcase: D&B360 – The New Paradigm Shift in CRM Data Quality May 7 Open
Microsoft Excel Idol! May 9 Premium
CRMUG Partner Showcase: Trend Miner May 13 Open
xRMUG Webinar: Telerik KendoUI Library May 13 Open
CRMUG SIG: Data Integrity - Data Quality out of the Box: Functional Series May 14 Premium
How Microsoft Sure Step Will Help You Have a Smoother Upgrade May 16 Premium
CRMUG Convergence 2014 Encore: Your Dynamics CRM Reporting Smörgåsbord May 21 Premium
Enhancing Your Organization’s Culture in the Face of Growth May 21 Premium
9. @CRMUG
CRMUG Membership
Basic Member Premium Member
CRM end
users only
FREE
Small Business
1-9 CRM
Licenses
$400
USD/year
Mid-Market
10-99 CRM
Licenses
$700
USD/year
Enterprise
100+ CRM
Licenses
$1,200
USD/year
Upgrade Today: email membership@crmug.com
Weekly email newsletter
Level 100 Webinars
CRMUG Summit Invites
Paid access to Regional Chapters (Nominal Fee)
Partner Showcase Webinars
Unlimited Workshops, Webinars & Roundtables
Free Regional Chapters
Special Interest Groups
Microsoft Conduits
Full access to CRMUG Collaborate & Member Directory
Discounted Summit Registrations
Discounted Academy Courses
And so much more!
14. @CRMUG
Customer Self-Service in J.D. Edwards – Soon to be J.D. Edwards E-Commerce Website
Open Order Report integration with JDE and Business Objects InfoView Publication
22. @CRMUG
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 They Go for Answers
• Questions?
26. @CRMUG
Roundtable Discussion
• Have you upgraded to CRM 2013?
• 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?
Joe
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.
Information Screens: General, Sales, Financial, Notes & Activities, Profiles: General, HS, Manufactured Stone, Block, Commercial, Directions / Maps, Contacts
Activities are recorded from MS Office – E-Mails, Calendars (Meetings, Appointments), Phone Calls, as well as all entered activities.
Homeowner Entity Information
Website Integration to CRM – Project Services, Professional (Future – Technical)
Gayle
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!
