CRMUG UK March 2016 Meeting Agenda

The next UK CRM User Group is in Reading on Wednesday 16th March. We have some great educational, informative and entertaining sessions for you from peers and industry experts.

Who can attend?

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!


Registration is open for this event at the CRMUG UK March 2016 meeting page at Although the agenda is not completely finalised yet, you can sign up today to make sure you get reminders nearer the time. 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>”.


Feel free to arrive at any time from about 8:30 to enjoy coffee and breakfast pastries and get a bit of extra networking time before we start the day. Maybe reach out in advance to people you have met at previous events, and arrange to meet and catch up on what you are doing with your CRM projects at the moment over a hot drink.

The agenda below is of course subject to change, so don’t forget to follow @CRMUGUK on twitter for updates.

CRMUG Event Click to add the CRMUG UK March 2016 March meeting to your Outlook calendar


We will have two tracks for most 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. We are trying to finalise details for the last few session slots at the moment.

08:30 Registration and coffee
09:15 Welcome & CRMUG News
Adam Vero,MVP – CRMUG UK Chapter Leader
1 track
Dynamics CRM Roadmap
Find out what is coming in the next release, Microsoft Dynamics CRM Spring 2016, and what this means for you. See some of the new features in CRM and other related Dynamics products including Microsoft Social Engagement and Microsoft Dynamics Marketing, and where the Dynamics Roadmap is going over the next year.
Ben Sandall, Microsoft
10:25 Coffee and Networking
2 tracks
Performance Tuning for CRM Online and On-Premises
I feel the need – the need for SPEED!
What can you do to increase the performance of CRM, and improve the responsiveness  that your users experience? This session will get you started with some top tips for areas you should be looking at to tackle bottlenecks, reduce sluggishness and make users happier.
Roger Gilchrist, Solution Architect and Product Manager, Microsoft UK

Partner Showcase – TKDialogs
Build logic-driven user interfaces for call scripts, web forms and other process automation with the easy flowchart-style designer in TKDialogs.
Joe Cassidy, Team Knowledge

11:45 5 minutes to swap rooms
2 Tracks
SharePoint and Dynamics CRM: A match made in heaven?
A solution built on an integrated SharePoint and Dynamics CRM has a lot of exciting potential, but the reality can be very different. Often it is unclear the role each produce performs, there is a lot of scope for overlap, the integration is not as easy as you may think and often one product is poorly implemented.
This session explores which product is the best fit for what role, where there is potential cross over and how to deliver successful solutions. Find out about document management integration as well as an overview of  Yammer, Workflow, BCS and Business Intelligence.  Understand the differences between Office 365 and On Premises deployments along with real world guidance on approaching an project using the two technologies..
Peter Baddeley

The Old Grey Whistle Test
Do you know the difference between a unit test, a smoke test and a whistle test?
Join this session to find out how to decide what should be tested, what types of test work best in different scenarios, and how to track results during your next Dynamics CRM project.
Scott Durow (@ScottDurow), MVP,
Sarah Critchley (@DynamicCRMCat), CRM Developer, Cambridge Online Systems

13:00 Lunch and Networking
2 tracks
Launching the CRM Manifesto
Are we sometimes so busy building a CRM system that we forget why we started? When someone asks “is the project nearly completed?”, what do you say? How do you know? And is there really an end, or should there be a programme of continual improvement of all your processes, with CRM as an enabler, not as an end in itself? How do you measure success?
All these questions and more will be addressed as we discuss a CRM Manifesto for us all.
Join us, CRM comrades!
Simon Whitson, Data Architect and CRM Specialist, Whitson Consulting
With heckling from the sidelines by Adam Vero, CRM Masters

Release Management Best Practices for CRM
Learn some great tips for how to manage planned updates to your CRM customisations, code and other components. Find out what pitfalls to avoid and ways to save you time – and stress.
Razwan Choudry, CRM Consultants UK

15:00 Coffee and Networking
1 track
Announcing the Winners of the CRMUG UK Superstars Awards
If you have not voted yet, please read all about the awards and help us to decide the winners.
1 track
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.
And after we are done answering questions, we’ll find somewhere nearby to carry on the conversation over a drink or two!


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

Building 3
Microsoft Campus
Thames Valley Park


One thought on “CRMUG UK March 2016 Meeting Agenda

  1. […] if you are working with or without external help or assistance, you need not be alone!  From the agenda of yesterday’s meeting  you can see the breadth of topics covered and there is always […]


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