CRMUG Edinburgh March 2015 Agenda

The agenda for our next meeting in Edinburgh on 11th March 2015 is now pretty much finalised, although we might add a round table session to this. Don’t forget to follow @CRMUGUK on twitter for updates.

While we hope to build the size of the audience at these events, the smaller group means that this remains a single-track event with a mixture of technical and non-technical content to suit all members. This seems a better approach for now than trying to split a small audience in half for several sessions.

What can you do to help?

Note the final session of the day is to discuss how we move forward with the group and to ask for people to step up and volunteer to form a committee (or leadership team or planning group – whatever you want to call yourselves). We need people to find and coordinate speakers and generally manage and publicise the event (taking advantage of our existing website and social network channels of course). There will always be some overlap with the “southern” group and some speakers are happy to travel to both to share their content.

The leadership team will of course continue to receive support from the wider UK committee and and the US “back office” team. However, it will be important to continue to find local customers who can speak about their CRM story, as well as technical presenters who can deliver educational sessions. Join in with the discussion and let us know what you think!


We are meeting on 11th March at Microsoft’s Edinburgh offices. We hope to see lots of new members as we grow this Scotland and Northern England group.

This meeting will be free to attend for all CRMUG members, thanks to Microsoft’s kind and continued support of our events, providing venues and refreshments for us. You can sign up for a Basic subscription to CRMUG at no cost.

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

Event_32_thumb1Click to add the CRMUG UK March 2015 Edinburgh meeting to your Outlook calendar

09:00 Registration and coffee
09:30 Welcome & CRMUG News
Adam Vero, CRMUG UK Chapter Leader
09:45 Workflows for the Real World – 10 top tips and best practices.
Learn some great practical tips to help you build better workflows that are more robust, easier to troubleshoot and simpler to maintain. Pick up some best practices that I learned the hard way, and adopt them to get the most out of simple CRM automation.
Adam Vero, MVP, Co-founder of CRM Masters
10:45 Coffee and Networking
11:00 Putting data at the heart of your CRM strategy
Data and technology are allied, when one is treated badly they both suffer. In this session, you will walk away with best practices and real examples of how data and technology, together, can have an impact on how we understand our customers, market our products and services, and how we make decisions to support business growth.
Customer Showcase Data8. Emmy Lippold, Marketing Manager
12:00 Common BI Challenges in CRM
In this session from one of our CRMUG Premium Partner members, we discuss the key challenges facing Microsoft Dynamics CRM users when looking at business intelligence.
We’ll go through challenges including system complexity, extensibility, project lifecycle, user adoption and skills, and look at how to address these.
Steve Zangari, VP of EMEA, Zap BI
13:00 Lunch and Networking
14:00 Microsoft Dynamics Roadmap and What’s New for Spring 2015
Information about the recent release of Dynamics CRM 2015 and what is coming up in the next few months for CRM, Office 365 and related products.
James Freel, Sales Manager for Dynamics CRM, CompanyNet, MS Gold Partner for CRM
15:00 Roundtable discussion: Convince your users to be lovers, not fighters: Increase use of your CRM system without open warfare
When staff have a million and one items on their to-do list how do you ensure that CRM doesn’t just become another administrative chore for them to undertake? Do you use a carrot or a stick to increase the use of CRM? How do you measure user adoption, and encourage behaviours that lead to better business outcomes?
In this round table session we’ll share experiences of what has worked for you and look at possible strategies to undertake.
Chair: Adam Vero
16:00 What’s Next for CRMUG Scotland
Volunteer to form a committee to plan future events “north of the border”, and discuss how to bring the best of CRMUG to a local audience.
16:30 Close and adjourn to an alternative venue for continued informal networking.
(Yes, this means we can head off to the pub!)


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

Waverley Gate
2-4 Waterloo Place

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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