CRMUG UK User Group – TWO Meetings in Reading and Edinburgh

CRMUG logoThe next UK CRM User Group is in Reading on Thursday 13th November, and we will be focussing on using Dynamics CRM for sales and marketing.

Even more exciting is our inaugural meeting for Scotland and the North of England!

We are meeting again on 20th November at Microsoft’s Edinburgh offices. We will have some new speakers, and some of our best sessions from previous meetings will get an “encore” at this event. We hope to see lots of new members who cannot usually attend due to the distances involved.

Both meetings are free to attend for all CRMUG members, thanks to Microsoft’s kind and continued support of the events, providing venues and refreshments for us. You can sign up for a Basic membership of CRMUG at no cost.

Agendas are yet to be finalised, but basic details are below and I will update this post periodically and use twitter to point this out when I do. Registration is now open!

CRMUG UK Social Evening Wednesday November 12th

We are getting together for our usual informal social and networking gathering on the evening before the main event. This will take place at the Pitcher and Piano, 18 Friar Street, Reading, RG1 1DB which is in central Reading within easy walking distance from railway station, TVP shuttle routes and plenty of hotels.

Join us from 18:30 onwards for a few drinks, maybe a bite to eat (especially for those of you staying overnight in Reading), some networking, chit-chat and generally getting to know one another a bit better.Thanks to Andrew Bibby for getting things booked!

If anyone would like to sponsor the social by funding some light snacks at the start of the evening, please get in touch with me – we will ensure you get the recognition you deserve on Thursday!

CRMUG UK Q4 Meeting Thursday 13th November 2014, Reading

Join up to 100 fellow CRM users for the next UK CRM User Group Meeting at Microsoft UK Campus at Thames Valley Park, Reading. Coffee and Reception start at 9:00 am. Don’t miss this opportunity to experience what the CRMUG has to offer you and other Dynamics CRM users!

Registration is open for this event now! Click here to register for this event for FREE

CRMUG Event Click to add the CRMUG UK November 2014 Reading meeting to your Outlook calendar

Agenda

We will have multiple tracks for the middle part of the day, so you can choose the session that is of most interest and relevance. There are a wide range of topics for everyone from business managers and project owners through administrators and functional consultants to the most technical system customisers and developers. All details below are subject to alteration and intended as a guide only.

09:30 Welcome & CRMUG News
09:45 What’s New in CRM 2015 and the Dynamics Roadmap
Hear all about what is new in the latest version of our favourite software which is just about to be released as CRM 2015. Also find out more about related products including Social Listening, Dynamics Marketing, Parature and Unified Service Desk, and what the future roadmap looks like for the whole suite of Dynamics tools.
Gina Timm and David Reid, Microsoft UK
11:00 Coffee and Networking
11:15
3 tracks
IT Enablement of Business transformation projects through Dynamics CRM
Technology is no longer the solution! It is an enabler that helps organisations to achieve their business transformation programme objectives. A technology implementation project without a clear business and benefits case, or a CRM project without business change management; are both high risks for a customer and their technology partner alike.
Mohamed Ibrahim Mostafa, CRM Practice Lead, KPMG UK

Identify, Correct & Prevent: The Mantra for High Quality CRM Data
Dirty data can be the secret assassin for CRM systems. Martin Doyle, with over 20 years’ experience in CRM data quality improvement, will discuss and demonstrate how to Identify, Correct & Prevent the data defects which so often undermine CRM Success.
Martin Doyle, Data Quality Improvement Evangelist, DQ Global (CRMUG Partner Member)

Overcoming Challenges when Upgrading Highly Customised CRM Environments
What can I do to make my CRM upgrades smoother when I have lots of custom code, JavaScript, plugins, web resources, third party add-ins and other complexities to worry about? Is there any way of preparing the system for a smooth transition between different versions? Is it always worth upgrading the current system or would it be better to migrate data into a new system? Are there any tools that can help us with this process?
What about my JavaScript – is it going to work on the new version? Has the service endpoint changed from one to another? Should I just remove all my custom code and start using new features such as Business Rules or Synchronous Workflows?
Come and pick up some tips for upgrading multiple environments with real examples that go from CRM 4.0 to CRM 2015. There will be a round table session directly following this one (in the same room) to discuss these topics and related ones in more detail and to share your own thoughts and experiences.
Mario Trueba Cantero, Senior Developer / Consultant, MetroBank

12:20 5 minutes to swap rooms
12:25
3 Tracks
Building Charts for Effective Data Visualisation: Modifying Chart XML for real-world needs
This session follows on from the data visualisation best practices presented in July.
We will take a look at how to achieve some of those aims with custom CRM charts by modifying the chart XML. Starting with some simple techniques for improving layout and colours and then moving on to more complex approaches to provide context, apply “conditional formatting” and avoid “palette shift”.
Suitable for absolute beginners who have never customised chart XML before, as well as some useful tips for those who have dabbled with this in the past.
Adam Vero, MVP, Co-Founder of CRM Masters

Enhancing Sales and Marketing by Using a Sales Configurator
A Configure, Price, Quote (CPQ) solution inside CRM will result in more lead conversions, shorter sales cycles, and more efficient sales professionals. Following a brief introduction and demonstration by Cincom, the UK company dotmailer will discuss how they are using Cincom CPQ as part of their CRM2013 upgrade project to enhance the speed and accuracy of customer sales quotations, and to streamline their sales processes.
Tim Fowler, UK Sales Manager, and Darren Edwards Technical Consultant, Cincom UK Ltd (CRMUG Partner Member)
Anita White, Head of Business Process and Change Management, dotmailer Ltd

Roundtable discussion: CRM Upgrades
Join your fellow CRM Users and share your best practices, pitfalls to avoid and tips from the trenches on the subject of upgrading between versions of CRM (on-premises or online)
Chair: Charlie Maitland, ConsultCRM

13:30 Lunch and Networking
14:15
2 tracks
The 5 layers of Dynamics CRM Performance Optimization
CRM performance optimization and best practices, taking an end-to-end journey of the different layers of communication from the client layer through the network to the CRM server and the SQL database. Find out what you can do to improve and speed up each of these stages, as well as the impact on performance of application design and customizations.
Nuno Costa, IT Analyst, Arup

Roundtable discussion: What is a “Lead”, and when do you qualify it?
Always a difficult question and one we expect to raise lots of possible answers and opinions. Let others know what works for you in your organisation, and what challenges you face in getting users to stick to your rules. Let’s see if we can come up with some shared definitions of when is the right time to qualify a lead, and into what type of records to follow up.
Chair: Paul Ince, Applications Solutions Architect, TSG

15:30 Ask the Experts
A chance for more Q&A with today’s speakers and MVPs
16:00 Close

Location

This meeting will be at Microsoft’s UK HQ in Reading.

Microsoft Campus
Thames Valley Park
Reading
RG6 1WG

CRMUG UK Scotland and North of England Meeting

The agenda for this meeting is not yet finalised but a draft outline is given below. I will update this when we have news. As the venue is smaller than Reading and we anticipate a smaller audience, it is mainly a single-track event with a mixture of technical and non-technical content to suit all members, with one or two breakout sessions.

Registration is open for this event now! Click here to register for this event for FREE

CRMUG Event Click to add the CRMUG UK November 2014 Edinburgh meeting to your Outlook calendar

Depending on discussions to be had on the day we may make this a separate chapter in its own right, or continue to operate as a single UK chapter with regional meetings. Come along and let us know what you think!

09:30 Welcome & CRMUG News
Adam Vero, CRMUG UK Chapter Leader
10:00 Roundtable discussion: What is a “Lead”, and when do you qualify it?
Always a difficult question and one we expect to raise lots of possible answers and opinions. Let others know what works for you in your organisation, and what challenges you face in getting users to stick to your rules, and see if we can come up with some shared definitions of when is the right time to qualify a lead, and into what type of records to follow up.
Chair: Iain Swanston, Sales Coach, Klozers
11:15 Coffee and Networking
11:30 Building Charts for Effective Data Visualisation: Modifying Chart XML for real-world needs
We will take a look at how to build effective data visualisations with custom CRM charts by modifying the chart XML. Starting with some simple techniques for improving layout and colours and then moving on to more complex approaches to provide context, apply “conditional formatting” and avoid “palette shift”.
Suitable for absolute beginners who have never customised chart XML before, as well as some useful tips for those who have dabbled with this in the past.
Adam Vero, MVP, Co-Founder of CRM Masters
12:45 Lunch and Networking
13:30
2 Tracks
Supporting a Changing Business
Skills Development Scotland is Scotland’s national skills body, combining careers, skills, training and funding services. SDS has over 800 CRM users across 50 sites providing services to in excess of 185,000 customers per annum.
SDS has undergone significant changes to its service offering in the last 2 years. This session will describe how a small internal team has supported the changes to the CRM system to support this.
Martin O’Neill, Skills Development Scotland

Roundtable discussion: CRM Upgrades
Join your fellow CRM Users and share your best practices, pitfalls to avoid and tips from the trenches on the subject of upgrading between versions of CRM (on-premises or online)
Chair: Adam Vero

14:25 5 minutes to swap rooms
14:30 CRM technology and Business Change Management in NHS
NHS Health Scotland is a non clinical, national Health Board within NHS Scotland with a remit to work with public, private and third sectors to reduce health inequalities and improve health.  In 2011/12 Health Scotland began a technology enabled Business Improvement Programme to modernise its systems and processes, focussed on improved information management and customers.
CRM was an integral part of the programme and this session covers the lessons and experiences from the formative stages of CRM adoption in Health Scotland.
Iain McIntyre, (former) Business Improvement Programme Manager, NHS Health Scotland
15:30 Ask the Experts
A chance for more Q&A with today’s speakers and MVPs
16:00 Close

Location

This meeting will be at Microsoft’s Offices in Edinburgh.

Microsoft
Waverley Gate
2-4 Waterloo Place
Edinburgh
EH1 3EG

Who should attend CRMUG?

All Dynamics CRM users are welcome. We also encourage you to invite your colleagues and other users – email to colleagues, tweet about it, mention it in your LinkedIn groups and other sites..

Partners are welcome to attend provided they are accompanied by a customer. Partners please bear in mind that the objective of regional events such as this is to exchange knowledge and Dynamics CRM experience. Partner personnel should possess deep CRM expertise and refrain from sales activities.

Hope to see you there!

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