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WELCOME TO CRMUG

The Dynamics CRM User Group (CRMUG) is a valuable resource for all things Dynamics CRM. Take advantage of the free resources below to sample the educational content available to CRMUG Members. When you're ready, join your peers in the CRMUG community.

Scroll through the page to explore the sample resources or use the in-page navigation below to jump to a specific section:

FEATURED WEBINAR RECORDINGS

The following webinar recordings provide a sample of the invaluable virtual programming available from CRMUG.



TAKING THE LEAP FROM DYNAMICS CRM 2011 TO 2015 UPGRADE BEST PRACTICES


Hear CRMUG Subject Matter Experts showcase real-life guidance and upgrade best practices when converting your Dynamics 2011 environment right to CRM 2015. This one hour recording features tips, tricks, and best practices.


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Diving Deeper with Business Rules

Learn how to handle complex scenarios using IF/ELSE logic, see how Business Rules can be made to work from both client and server, and watch it all work in real time without writing a single line of code. Click here to download.

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What's New with Advanced Finds, Charts, and Dashboards

This recording will highlight new 2015 features and show you the "how" in what you can do with Advanced Finds, Charts, and Dashboards in Dynamics CRM 2015. Click here to download.


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Making Sure CRM Online is Right for Your Business Before You Buy

Technology industry subject matter expert, Brian Deming, discusses best practices for ensuring Dynamics CRM is right for your business. Click here to download.

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CRMUG Information & Orientation

What do the TV show Cheers and CRMUG have in common? View this webinar to find out! Click here to download.

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Building the Plan for For ROI with CRM

Especially valuable for prospective users of Dynamics CRM Online, this success story can equip you as you develop your best practices in evaluating and planning for your company's experience with Dynamics CRM. Click here to download.

MEMBERS SHARE THE VALUE

Hear from several CRMUG members as they share their first-hand experience as to why they find value in CRMUG. There are no better advocates to the benefits of the community than our members themselves!

 

 

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MEMBER PROFILES

Dynamics CRM users have seen increased success through engagement with the CRMUG community. Check out two featured profiles below to see how companies like yours are benefiting from their CRMUG membership. 

WADDELL & REED


Waddell & Reed is a financial services company with 400 offices across the country supporting 1,800 financial advisors who help people with their investments. Waddell & Reed is one of the first mutual fund and financial planning complexes in the country, providing proven, professional investment management and customized financial planning services. Click here or on the thumbnail image to read how Waddell & Reed benefits from their CRMUG membership.

 

 


SCMG CONNECT

Sharp Community Medical Group, Inc. (SCMG) is a private practice-based medical group in San Diego that provides patients with comprehensive healthcare through an extensive physician, ancillary, and hospital referral base. With its electronic health record (EHR) system, SCMG CONNECT supports more than 55 practices throughout the San Diego area. Click here or on the thumbnail to read how SCMG CONNECT has increased success with their CRMUG membership.

XO GROUP INC


XO Group Inc. is the premier consumer Internet and media company connecting engaged couples, newlyweds, and first-time parents with the community, products, and inspiration they need to navigate the most intense years of their lives. Click here or on the thumbnail image to read how XO Group Inc. benefits from their CRMUG membership.

 

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UNDERSTAND CRMUG BENEFITS

 


Find out why you should become a CRMUG Member through this interactive infographic. While a number of resources are available to Subscribers, our free level of engagement, CRMUG Members see increased benefits. Click here or on the thumbnail on the left to start exploring CRMUG Member benefits.


CRMUG SUMMIT: A MUST FOR DYNAMICS CRM USERS

CRMUG Summit will be held October 10-13, 2017, in Nashville, TN. This is the only Dynamics CRM conference put on by users, for users. With over 100 CRM sessions you will get in-depth, hands-on educational opportunities no matter your role. You'll leave CRMUG Summit with a wealth of knowledge to bring home and immediately apply in your role.

 

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