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Presented by: Chris Cognetta , Alex Fagundes, & Joel Lindstrom, Microsoft MVPs

CRM Partner Connections: CRM Administration – What’s Not in the Documentation that you Need to Know!. Presented by: Chris Cognetta , Alex Fagundes, & Joel Lindstrom, Microsoft MVPs Host: Tony Stein, CRMPC/CRMUG. Today’s meeting is powered by. Housekeeping.

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Presented by: Chris Cognetta , Alex Fagundes, & Joel Lindstrom, Microsoft MVPs

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  1. CRM Partner Connections: CRM Administration – What’s Not in the Documentation that you Need to Know! Presented by: Chris Cognetta, Alex Fagundes, & Joel Lindstrom, Microsoft MVPs Host: Tony Stein, CRMPC/CRMUG

  2. Today’s meeting is powered by Housekeeping During the webinar, you are on mute. When unmuted by organizer, you can keep yourself muted by pressing the button. To ask a question, please use the Questions box as a means to communicate with the Presenter. Remember, each dial in is unique, cannot be shared. You can call in or use VOIP This call is being recorded and will be posted on www.crmpartnerconnections.com/webinars soon.

  3. Why CRMPC? • Did you Know… • The Partner Connections Event – Before CRMUG Summit • CRMPC PreGAME – Held before Microsoft’s “Convergence” Conference • CRM Partner Connections was established to support CRM Partners “Partner Community”(i.e. Activities specifically for CRM Partners) • “Community” learning happens inherently!

  4. Upcoming Virtual Events

  5. Live Webinars Insightful Advice and Best Practices from Industry Experts In Person Training Building Community Around Readiness & Advocacy Upcoming Events: Administration – What’s not in the Documentation that You Need to KnowSeptember 26 @ 1 pm Eastern Tips, Tricks, and Shortcuts in Solving Customer Issues in Dynamics CRM October 9th @ 11 am Eastern xRM-View-Control (xRMVC) November 6th @ 2 pm Eastern The Partner Connections Event Tampa, FLOct 20 -22

  6. October 20-22 | Tampa, FL www.thepartnerconnectionsevent.com Hurry! Summit attendees - $199 Hot Topics Hot Topics Exclusive ‘CRM 2013’ Launch Symposium • Yammer • Compete • Marketing Pilot • Orion • ROI • Compete • Change Management • Demoing • Mobile CRM • Netbreeze&Yammer • Business Process • Developer Tips &Tricks • Extensibility • Implementer Tips & Tricks • 5 Common mistakes “Implementing CRM” The first official “live” Partner readiness event regarding Microsoft Dynamics CRM 2013 Sunday, Oct 20 Role-based, hands-on learning

  7. What’s Your Forte? CRMUG & CRMPC Encourages Your Participation! Who else can share Dynamics CRM perspective? • Will you speak? • Will you lead? • Will you write? REVIEW the “CRMUG/CRMPC Volunteer Program”www.crmug.com/volunteer

  8. Panelists • Chris Cognetta – CRM MVP (Tribridge) • Alex Fagundes – CRM MVP (PowerObjects) • Joel Lindstrom – CRM MVP (Customer Effective)

  9. Introductions • Best Tip not the Docs • Sharing War Stories • Q&A

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