June 6th, 2018

PHOENIX CHAPTER MEETING

TODAY’S AGENDA

• 8:30 - 9:00 Registration, Networking and Introductions

• 9:00 – 9:20 Chapter Business, CRMUG News & Events

• 9:20 – 10:20 Education Session: What’s New in Ver. 9.0

• 10:20 – 10:30 Q & A

• 10:30 – 10:40 Break

• 10:40 – 11:40 Member Showcase: LinkedIn Sales Navigator

• 11:40 – 11:50 Q & A

• 11:50 – 12:00 Wrap up

CHAPTER LEADER INTRODUCTIONS

• Name

• Company & Role

• Microsoft Dynamics CRM Version

• Did you attend a UG conference or event this past year? Are you planning on attending Summit?

• Favorite movie, book or vacation?

• Dana Service, Senior CRM Business Analyst - Boral

Industries

• Joe LaMantia, VP Business Development & Client

Relations, Western Region - Magenium Solutions

• Rob Warren, IT Director - First Impression Iron

• Gloria D'Amico, Director of Operations - Topline Strategies

INTRODUCTIONS

• Name

• Company & Role

• Microsoft Dynamics CRM Version

• Did you attend a UG conference or event this past year?

• What do you hope to gain from today’s meeting?

• Most recent favorite movie or book?

HOW TO VIDEOS

• Short ‘How To’ videos to help new members get started setting up their profile, finding a

chapter and adding co-workers to their account.

ONE-CLICK ACCESS

• Easy access to upcoming webinars and the latest open forum discussions.

POPULAR LIBRARY RECORDINGS & HELP

• Not sure where to start – check out the most popular webinar recordings or contact us for any additional questions.

GET INVOLVED

What is your volunteer forte?

Learn more & complete your volunteer profile.

From your Users Group homepage:Learn and Engage > Volunteer Your Time

Present. Instruct. Serve. Write.

October 15-18, 2018

Phoenix, AZ

www.crmugsummit.com

May 23-24, 2018

Indianapolis, IN

www.ugfocus.com

April 24-26, 2018

Dublin, Ireland

www.summitemea.com

Dates TBD

Montreal, Toronto, Calgary, Vancouver

www.dynamiccommunities.com/

collaboratecanada/home

2018 ANNUAL SPONSORS

EDUCATIONAL SESSION: What’s New in Version 9.0

• Presented by: Mike Schultz – Senior Solution Architect and Project Management, Topline Strategies

Educational Session: What’s New in Version 9.0

Who I/We are and What I/We Do:• Mike Schultz – Senior Solution Architect and Project Management

• Mike Schultz has over 24 years of experience, including solution and technical architecture, team leadership and software design and development. Mike is a customer-oriented architect with exceptional success in implementing a broad range of business solutions in a variety of industries. He has well established strengths in solution architecture, system integration and translating business requirements into technical requirements. Mike has a contagious enthusiasm, an attention to detail and creativity to develop solutions to meet customer business objectives. Mr. Schultz has worked extensively on enterprise-level CRM projects. Prior to TopLine Strategies, Mike was a Senior Manager and Solution Architect in the CRM Practice at Hitachi Solutions.

Educational Session: What’s New in Version 9.0

Agenda• Improved User Interface

• The look and feel of the interface has been completely redesigned. If you hated the white space in previous versions, you are going to love the new look and feel! Forms are much more streamlined, which allows for easier data entry. As a customizer, you can control word wrap on form fields as well as control the color of sub-grid headers.

• Great leaps and bounds have been made towards a unified user interface across all devices. Regardless of whether you are on a PC or a phone or a tablet, the D365 app will be the same.

• Enhanced Design and Editing Tools

• Considerable enhancements have been made to the designer tools in D365. If you want to create your own Apps or change the Site Map, you no longer have to do this through code!

• Much improved rich text editing tools are now available on emails and knowledge base articles in the unified interface. You can even add images and preview what your email will look like on different devices before sending.

• Multi-Select Option Sets

• Have you ever struggled with trying to figure out which accounts don't have a related record, such as an opportunity or which contacts don't have a related email activity? This was something that you had to create a custom report for because you could never achieve it through an Advanced Find, but now you can. An option has been added when selecting a related entity that gives you the ability to select if the related entity Contains Data or Does Not Contain Data.

• How often would an option set be useful where you could select multiple items from the list? In v9, Multiselect Option Sets are available as a field type. This means you will have one field with a list of options and you can select more than one option from the list! Imagine if your company offers multiple services and customers can sign up for more than one service - the Multiselect Option Set will solve this problem.

Educational Session: What’s New in Version 9.0

Agenda (con’t)

• Improved Social Pane

• Do you struggle with the Social Pane on your forms? In v9 you have more control of the Social Pane, which is now called the Timeline. You can select which items you want users to see as well as adding instant filter options that users can simply click on to show specific records.

• Auto Numbering

• In previous versions, auto numbering was only available on select entities such as cases, quotes, orders, etc. Now you can add auto numbering to any entity AND it can also be customized! If you need to include the date in your auto number, or add a company code, you can do it.

• Virtual Entities

• If you have data in other databases that you would like to make visible within D365, you can now do so using Virtual Entities. Virtual Entities allow you to create an entity in D365 that connects to an external data source and pulls in data to display within your D365 system.

Educational Session: What’s New in Version 9.0

Questions?

Member Showcase: LinkedIn Sales Navigator / Dynamics 365Presented by: Joe LaMantia & Alan Batson of Magenium Solutions

Powered by AVI

LinkedIn Sales Navigator / Dynamics 365

Agenda

• Who

• What / Why ~ Value Proposition (Joe)

• How ~ Integration – Look and Navigation (Alan)

• Where / When ~ Demo and Roadmap (Alan)

• Competencies earned by developing and delivering Microsoft solutions for customers, augmented by formal certifications of our personnel.

• Ranked in top 1% of Microsoft partners worldwide

Gold Application Development

Gold Application Integration

Gold Cloud Customer Relationship Management

Gold Cloud Platform

Gold Cloud Productivity

Gold Collaboration and Content

Gold Communications

Gold Datacenter

Gold Enterprise Mobility Management

Gold Small & Midmarket Cloud Solutions

Gold Windows and Devices

Silver Data Analytics

Silver Data Platform

Silver Messaging

Silver Project & Portfolio Management

Microsoft Expertise

Data & Analytics

Application Integration

Business Intelligence

Data Analytics

Database Platform

Business Applications

Customer Relationship

Management (CRM)

Field Service

Project Service Automation

Human Capital Management

LinkedIn Sales Navigator

Unified Communications &

Collaboration

Unified Communications

Device Deployment & Mgmt

Enterprise Social

Identity & Access Mgmt

Portals & Collaboration

Smart Office

Apps & Infrastructure

Application Development

Cloud Infrastructure &

Management

Mobile Apps

Networking & Security

Systems Management

Virtualization

Digital Marketing

Marketing Automation

Online Presence

SEO Optimization

Website Development

M A N A G E D S E R V I C E S

P R O J E C T M A N A G E M E N T S E R V I C E S

R E S O U R C E M A N A G E M E N T & S T A F F I N G

LinkedIn, Microsoft and Social Selling

• Almost 2yrs ago to the day Microsoft acquired LinkedIn.

• Why? (B2B social selling, buyer research and professional relationship management)

• 2 yrs. later, a person’s LinkedIn information is available in Outlook, Skype, CRM and other Microsoft tools

• Social selling has become a key focus at many organizations

• Sales Navigator is a premium offering…While LinkedIn membership is free, the Sales Navigator is not

LinkedIn Sales Navigator / Dynamics 365

Alan Batson – Dynamics 365 Practice Lead

Alan has been working in Information Technology for the better of 30+

years. Specifically, around customer relationship management tools,

Alan has work with the likes of Act, Goldmine, Dynamics CRM,

SalesForce.com, PeopleSoft, and Dynamics 365. Alan currently leads

the Dynamics 365 practice for Magenium Solutions, LLC.

New to Sales Navigator?

• What can you do with this add-on? • Research companies and people

• Share updates and content

• Participate in Group discussions and observe prospects in them

• Follow others’ activity

• Reach out to connect and create awareness

• Support others socially (creating “social debt”)

• Build relationships, and more

• 3 MIN OVERVIEW VIDEO

Eating their own dogfood….

Real Life Email / Point Drive Example from my LinkedIn Rep:Joe, this should help…

Advantages of Sales Navigator vs. LinkedIn.com (there’s also a 10 minute video in here that could be good to show)

Let me know if you have any questions!

Kristina

Kristina Guttormsen

Relationship Manager

312.999.4663

kguttormsen@linkedin.com

www.linkedin.com/in/kguttormsen

Need help? Check out live chat at the bottom of our help center 7AM to 7PM CST.

http://www.linkedin.com/help/sales-navigator

Top Sales Professionals“72.6% of salespeople using social selling as part of their sales process outperformed their sales peers and exceeded quota 23% more often.” Source: LinkedIn

On-the-other-hand…

“Selling through social channels needs to be far subtler. I prefer using social for research, content marketing, nurturing, sharing, supporting, creating awareness and developing a relationship, all while watching for a trigger event or an opening for a professional sales approach.” ~ JL

People, aka “buyers” didn’t join LinkedIn to be sold…

So I’m learning…

When I see a reason to approach a prospect through social, then I have a foundation to do it.

Why Integrate with CRM? (Alan?)

• Create a seamless experience bringing together 2 platforms, saving your reps valuable time and ensuring the most relevant sales activities are properly captured in CRM.

1. Embedded Sales Navigator in Sales app

2. Activity sync from Sales Navigator

3. Accounts, leads, contacts saved to Sales Navigator

4. PointDrive

On to Alan Batson…

• How ~ Integration – Look and Navigation (Alan)

• Where / When ~ Demo and Roadmap (Alan)

Questions & Takeaway Tip

LinkedIn Sales Navigator / Dynamics 365

Next Meeting

Looking for ideas and presenters!!

Let’s Meet up at Summit!• Next Date & Time: October 16th, 2018

• Location: TBD

• Educational Topics: Mixer Ideas?

Next Chapter Meeting• Next Date & Time: December 6th, 2018

• Location: Microsoft Offices

• Educational Topics: Ideas?

• Member Showcase: Volunteers?

*Be sure to REGISTER for the next meeting

FEEDBACK on today’s meeting?

Go to your local community page and complete the survey!

MEETING DATES & FEEDBACK:

Expand your network, increase brand recognition and establish your company

as an expert by becoming an Annual chapter sponsor!

www.crmug.com/chapters

THANK YOU FOR ATTENDING!