Welcome to the Minnesota CRM User Group

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Welcome to the Minnesota CRM User Group
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Agenda

• Introductions
• Convergence Recap
• Tips and Tricks Learned at Convergence
• Titan Updates
• Spotlight on Exact Target
• QA

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User Group Objectives

• The purpose of the Minnesota CRM User Group is to
  bring the CRM community together to
• Share knowledge, resources, and ideas on how to
  leverage Microsoft Dynamics CRM 3.0 to
  effectively manage business
• Communicate best practices
• Introduce new products and solutions

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User Group Sponsors

• Inetium www.inetium.com
• Minneapolis based Microsoft consulting company
• Microsoft Dynamics Gold Certified Partner
• Practice Area focused on CRM technologies
• Microsoft
• Our host for todays meeting!

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Convergence 2007 Recap
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Convergence Updates

• Total Conference Attendees 8,500
• Last year attendance total was around 7000 in
  Dallas
• Convergence Copenhagen, Denmark
• October 2007
• Convergence Orlando, Florida
• March 2008

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CRM Training

• CRM eLearning Now Available
• https//mbs.microsoft.com/customersource/training
• Unlimited access to eLearning courses
• Unlimited access to Training Material downloads
• Unlimited access to customizable Training
  Material downloads

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CRM Tips and Tricks
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Many to Many Relationships

• Example Tie many accounts to multiple
  opportunities
• Create an Entity called Opportunity Accounts
• Uncheck the Notes and Activities Options
• Check the Make Available Offline
• Create a Many to 1 Relationship between the
  Opportunity and Opportunity Account Entities
• The Type of Behavior should be referential.
• Create a second Many to 1 Relationship between
  Accounts and Opportunity Accounts
• The Type of Behavior should be referential
• Open form and add the Opportunity, and Account
  fields on the form
• Publish your changes and away you go!

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Many-to-Many Demonstration
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Tracking the Date Fields by Date, Month or Year

• The Problem
• Have you ever wanted to execute an advanced find
  for all contacts who have birthdays this month?
  What about contracts expiring next month? If you
  have tried to do searches by a portion of a date
  field, you probably know it doesnt work! Here
  is a workaround
• Create a new attribute with the type of Picklist
  on the entity desired. For demonstration purposes
  we will use bdaymonth on the Contact entity.
• Create values in the Picklist of January through
  December (In order So January should be 1 and
  December should be 12 in the list of values).
• When you place the field on the form, click the
  disable button so as not to allow for end user
  input.

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Tracking by Date (cont.)

• Place the following code on the OnChange of the
  birthday field, which is on the contact form.

if (event.srcElement.DataValue)
crmForm.all.new_bdaymonth.DataValue
event.srcElement.DataValue.getMonth() 1 else
crmForm.all.new_bdaymonth.DataValue
null crmForm.all.new_bdaymonth.ForceSubmit
true
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Date Tracking Demonstration
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Document Storage on a record via IFrame

• This is a cool enhancement if you use SharePoint
  for document management.
• On any entity form, add a new tab called
  Documentation. Add an IFrame (inline frame) to
  display a dynamic URL SharePoint Web document
  library page for that entity. (Typically account
  or contact).
• The end user experience will be that they can
  post new documents to this tab and it will seem
  like they are saving the document to CRM when
  they are actually saving documents to the
  Document Library in SharePoint. It is one less
  place an end user has to access to post and
  retrieve specific customer documents.

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Document Library Demonstration
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Microsoft CRM Live!
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Move Easily To Titan from CRM 3.0

• The configuration and customization model for CRM
  3.0 is forward compatible with Titan
• What this means is that virtually all development
  on v3.0 automatically migrates to Titan
• This includes changes to
• Outlook and browser screens (new fields, layouts,
  etc)
• Customer data model changes and extensions
• Business processes and workflow definitions
• Call-outs to external services

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ISV Spotlight ExactTarget

• ExactTarget for Microsoft Dynamics CRM accesses
  data directly from your Microsoft Dynamics CRM to
  create, deliver and track your messages

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ExactTarget CRM Integration Details

• Rely on 100 Microsoft technology
• View real-time tracking results-real time
  statistics, conversion tracking, email and list
  performance reports, integration with web
  analytics
• Deliver personal and relevant content-profile
  based segmentation, random and nth number
  sampling, immediate and scheduled sending, Send
  throttling
• Manage profile changes automatically
• Honor opt-out requests for CAN-SPAM compliance
• Achieve unparalleled deliverability-WYSWYG email
  creation, HTML paste and editing, dynamic
  content, content syndication
• www.ExactTarget.com

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Dont Forget
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CRM Blogs http//blogs.inetium.com/crm

• New Community!
• CRM Tips and Tricks
• RSS Feeds

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Upcoming User Group Schedule

• Next CRM User Group Meeting
• June 6th , 2007
• 900 AM to 1130 AM
• Microsoft Bloomington Office
• Topic TBD

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Minnesota SharePoint User Group

• Focused on Microsoft Office Technologies
• When May 9th 2007
• Where Microsoft Bloomington Office
• Time 900am 1100am

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QA
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Thank You!