The next UK CRM User Group is in London on Wednesday 8th July. We have a brilliant bunch of sessions for our members with a mix of business and technical focus, so everyone can take away some great practical information and advice from peers and industry experts.
This meeting is free to attend for all CRMUG members and subscribers, 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. Don’t miss this opportunity to experience what the CRMUG has to offer you and other Dynamics CRM users!
We have the breaks slightly longer during this event than we used to in response to feedback to give you more opportunity to network and chat with your peers, our speakers and MVPs.
The agenda below is of course subject to change, so don’t forget to follow @CRMUGUK on twitter for updates. Registration is open for this event at the London July 2015 event page on CRMUG.com (if that link takes you to a blank page, try this version). If you have any difficulty getting registered for the event, please don’t just give up. Either contact the CRMUG support team or email “CRMUG <at> meteorit.co.uk”.
We will have two 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.
|09:00||Registration and coffee|
|09:30||Welcome & CRMUG News|
|User Adoption – becoming the Pied Piper
From 0 to over 13,000 cases a month: How AmicusHorizon brought colleagues and the housing sector on its CRM Journey. A real customer experience showcase.
Chris Roberts, CRM Manager, AmicusHorizon
CRM 2015 – Back to Front
|10:45||Coffee and Networking|
|Understanding SharePoint reporting options for CRM
The SharePoint landscape has changed dramatically over the last few years, and this session is designed to help Business Decision Makers, IT Managers and data professionals understand what it offers as a reporting platform. This session will explore the different options, benefits and considerations for using SharePoint to report on data in CRM, SQL Server and other sources. You will discover a number of SharePoint options including Business Connectivity Services, Reporting Services, Excel Services and Power BI, and discuss whether cloud based services should be considered as all or part of your report delivery strategy.
Peter Baddeley, Solutions Architect at ISC Software Solutions
Insight and Social Selling: Powering Sales with Real-time Insights to Be More Effective (Partner session)
InsideView are a CRMUG Premium Partner that provide data from multiple online sources, aggregated and delivered to your users right inside their CRM forms. This includes business details and metrics, information about key contacts, and news that might be relevant to your understanding of your prospects and clients.
|12:05||5 minutes to swap rooms|
|Getting Started with PowerBI
While Excel might be the 30-year old tool of choice for simple data analysis, its offspring are definitely the new kids to watch. PowerQuery, PowerPivot and PowerMaps provide powerful tools for exploratory analytics and self-service reporting for your organisation. Join Jen Stirrup, business intelligence expert and author to understand how to get started, how to build your data models and how to deliver great insights to your users.
Jen Stirrup, SQL Server MVP, Director, Copper Blue Consulting
Life After Go-Live – managing changes to your CRM system
|13:15||Lunch and Networking|
|Thinking Outside the Box to get more from Out-of-the-box features of CRM
Sometimes you will get requests to build new functionality into your CRM system that at first sight cannot be done with out-of-the-box, point-and-click features of Dynamics CRM.
Expect top tips and demonstrations of approaches you can use in your own system to provide great user experiences in completely supported ways.
Adam Vero, MVP, Co-founder of CRM Masters
|15:15||Ask the Experts
A chance for more Q&A with today’s speakers and MVPs. Bring along your CRM problems, questions about anything you are struggling to get working or ask for suggestions on the best approach for your next customisation challenge.
|15:50 – 16:45 (tentatively)||Planning session
Please join the regular members of our loosely-formed committee to help us plan for future meetings. Tell us what you want to see more of, let us know how you can help with events through organisation, promotion or inviting your colleagues and customers.
We need to plan subjects for the next couple of meetings, and find speakers who can deliver content on a wide range of topics, from customer showcases to technical sessions. We hope to be able to deliver some more basic “how to” sessions for those who are new to Dynamics CRM as well as deeper dives for those who have been working with the product for many years. For every complex discussion about security or plugin execution, there is someone who would get loads of value out of a walkthrough of the most basic advanced find skills, or data import and export.
Help us provide the best possible meetings for everyone – CRMUG is a community that succeeds because it is run BY users, FOR users, and we need your help to make it happen. And after we are done planning, we’ll find somewhere nearby to celebrate all your efforts over a drink or two!
This meeting will be at Microsoft’s Customer Centre in London
Cardinal Place, 80-100 Victoria Street, London SW1E 5JL
That’s a 2 minute walk from Victoria tube station, serviced by the Victoria, Circle and District Lines.