Philadelphia CRMUG Meeting 2014 Q2
Transcript of Philadelphia CRMUG Meeting 2014 Q2
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hareWELCOME!Q2 CRMUG
Chapter Meeting
Presented by:
@CRMUG
Agenda12:00 – 12:40 Registration and
Networking12:40 – 1:00 Chapter Business1:00 – 1:20 Member Showcase1:20 – 1:30 Break1:30 – 2:15 Roundtables2:15 – 2:30 Break
2:30 – 3:00 Educational Workshop “Sales tool to xRM”
@CRMUG
Get to Know Your CRM PeersIntroductions• 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?
@CRMUG
About CRMUG
Users
Partners
Microso
ft
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)
@CRMUG
An online community that is your one-stop-shop for all things CRM.
community.crmug.com
@CRMUG
October 14-17, 2014America’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
@CRMUG
Regional Conferences Available
Premium Member - $129; Basic Member - $299Additional Academy Courses Availablehttp://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 19-20Starts Noon on June 19th
Ends at 5:00 pm on June 20th
Embassy Suites - Minneapolis Airport
7901 34th Ave. S.
Bloomington, MN 55425
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Upcoming Virtual EventsEvent Date Availability
CRMUG SIG: CRM Administration/IT Support – Ask the Experts: All Things Security Apr 17 PremiumCRMUG Convergence 2014 Encore: Dynamics CRM Scripting for Administrators Apr 22 PremiumCRMUG User Group Information and Orientation Session April 22 OpenCRMUG Partner Showcase: Engage Your Customers with CRM Vertex April 23 OpenCRMUG Webinar: Ask the Experts – User Adoption Tips and Tricks for Dynamics CRM 2013 Apr 24 PremiumCRMUG 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 OpenMicrosoft Excel Idol! May 9 PremiumCRMUG Partner Showcase: Trend Miner May 13 OpenxRMUG Webinar: Telerik KendoUI Library May 13 OpenCRMUG SIG: Data Integrity - Data Quality out of the Box: Functional Series May 14 PremiumHow Microsoft Sure Step Will Help You Have a Smoother Upgrade May 16 PremiumCRMUG Convergence 2014 Encore: Your Dynamics CRM Reporting Smörgåsbord May 21 PremiumEnhancing Your Organization’s Culture in the Face of Growth May 21 Premium
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CRMUG MembershipBasic Member Premium Member
CRM end users only
FREESmall
Business1-9 CRM Licenses$400
USD/year
Mid-Market10-99 CRM Licenses$700
USD/year
Enterprise100+ CRM Licenses$1,200 USD/year
Upgrade Today: email [email protected]
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!
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Member Showcase Featuring:
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@CRMUG
@CRMUG
@CRMUG
@CRMUG
Customer Self-Service in J.D. Edwards – Soon to be J.D. Edwards E-Commerce WebsiteOpen Order Report integration with JDE and Business Objects InfoView Publication
@CRMUG
Homeowners / Relationships
@CRMUG
@CRMUG
CRM Integration:
• Project Funding
• Project Services
• Contractor Select
@CRMUG
@CRMUG
Quality Assurance – Cases & Case Credits
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Scribe Integrations: MS Dynamics, Contractor Select, J.D. Edwards
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Questions?
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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?
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Roundtable
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@CRMUG
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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?
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Break
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Sales tool to xRM
@CRMUG
Question and Answer Time
@CRMUG
Next Meeting?Date: 7/16/2014
Time: 9am
Place: UPenn Wharton
Topics: What are your suggestions?