CRMUG UK July 2015 Meeting agenda

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 (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>”.

CRMUG Event Click to add the CRMUG UK July 2015 London meeting to your Outlook calendar


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
2 tracks<
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
An overview and practical examples of new SDK features and the front end application enhancements available in Dynamics CRM 2015. Aimed at developers and customisers who want to know more about the new features in the most recent releases of CRM, including CRM Online Update 1. Practical examples, tips, and demonstrations.
Craig Hamer and Sarah Critchley, Cambridge Online Systems Ltd

10:45 Coffee and Networking
2 tracks
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.
This session will show you how to leverage market intelligence to manage your customers and prospects more effectively.  In addition, we will discuss how to develop people, data, and connections strategies to ensure competitive advantage and win more business.  And we will show practical application of these strategies within the InsideView solution, and demonstrate how InsideView works together with Microsoft Dynamics CRM to enable you to be more effective in your customer interactions.
Charlotte Thompson, Sales Director EMEA, InsideView

12:05 5 minutes to swap rooms
2 Tracks
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
The first iteration of your CRM system is likely to be the result of a series of compromises, to get the project delivered on budget, in a fixed timescale, with constrained resources, and to manage the scope and scale of the rollout and training required to get it over the line and into use in the organisation.
Then the organic change process begins. Perhaps you always planned to roll out to additional functions or more offices. Maybe the departments who are using it now want to do more. Hopefully the users and managers are coming up with lots of ideas for how to make CRM a truly time-saving and game-changing system in their daily lives.
How do you manage your long-term CRM strategy alongside daily requests for smaller and larger changes? Do you just do whatever the users ask for? Do you have a formal change request, approval and planning process? Do you deliver big changes in waterfall phases, or frequent updates using an agile approach. Do you follow a formal methodology through ITIL, Prince or Scrum, or have you developed your own set of rules to manage things?
In this interactive session our panel will share experiences and top tips and then turn to the audience to share what has worked for you or try to answer any questions that you have. Hopefully you will take away some ideas and potential strategies to help you continue to deliver world-class CRM systems.
Panel: Paul Ince, Independent CRM Strategy Consultant and
Neil Benson, MVP and Itinerant CRM Consultant
Scott Jackson, Solutions Architect at British Land
Charlie Maitland, Consultant at ConsultCRM

13:15 Lunch and Networking
1 track
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.
In this session we will look at some fairly common scenarios and some creative solutions to these using purely configuration or customisation techniques – no code, no programming (well, maybe a bit of simple JavaScript in one case for those of you on CRM 4.0 or 2011 who can’t use Business Rules yet).
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.
15:45 Close
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.


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