CRMUG UK July 2016 Meeting Agenda

The next UK CRM User Group is in London on Tuesday 5th July. 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 now closed for this event. Because of the location in the heart of the financial district, we will not be able to allow unregistered “walk-ins”. If you have not registered for this event then make sure to save the date for our next meeting on Wednesday November 23rd and register in plenty of time. See CRMUG.UK/20161123 for details.


Feel free to arrive at any time from about 8:45 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 July 2016 March meeting to your Outlook calendar


We will have two tracks for most of the day, and three for part of it, 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.

08:45 Registration and coffee
09:30 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.
Matt Fox, Product Marketing Manager, Microsoft
10:40 Coffee and Networking, CRMUG Medics helpdesk
3 tracks
Getting to Know You – An Introduction to Voice of the Customer
An introduction to the new Dynamics CRM feature ‘Voice of the Customer’.  Simon Whitson and Andrew Bibby take you through designing, setting up and publishing your first survey, and tracking the results. 
In this session, you’ll learn about the key features of Voice of the Customer and receive guidance on the “do’s and don’ts” of designing effective surveys.  And look out for a special appearance from the creator of Voice of the Customer himself!
Simon Whitson (@Whitson), Data Architect and CRM Specialist, Whitson Consulting
Andrew Bibby, (@AndrewBibby), Independent CRM Consultant, CRMPlus

Getting Started with Excel Templates in CRM
Harness the power of Excel as a data analysis tool, right inside CRM! Take advantage of core Excel features such as Pivot Tables and Slicers to build excellent dashboards and give users real-time self-service reporting capabilities.
Adam Vero (@AdamVero), CRM MVP, Consultant, Meteor IT

Microsoft Conduit Session
Continue the conversation with Microsoft in this round table discussion with representatives from Microsoft to answer your questions or simply hear your feedback in a frank and open forum.
How can Microsoft engage with you more closely? How can you get support when you need it? How can you get access to more strategic advice from Microsoft about how to build your business on the Dynamics platform, and get involved with the preview programme for new product developments?
Chair: Matt Fox, Product Marketing Manager, Microsoft

11:55 5 minutes to swap rooms
3 Tracks
Making the most of Field Service for CRM
The new Field Service capabilities can be used for a wide range of scenarios. Whether you provide mobile or office-based services, do break-fix or installation work, provide commercial or public sector services, there are all sorts of ways Field Service can take your current CRM service teams to the next level.
Shaun Riordan, Senior Technology Solutions Professional, Microsoft

Testing with Selenium
Most of us accept that testing is an important part of any CRM development, but what tools should you use to do this? Some traditional unit testing approaches don’t cover all aspects of CRM, such as Site Map and Security Roles – but Selenium does! Find out how we use Selenium to automate testing of aspects of the CRM frontend at the University of Oxford.
We are also using SpecFlow to write our test cases in a form that can be understood by a human but carried out by a computer.
See how we combine SpecFlow and Selenium to provide fully automated SiteMap regression testing.
Ben Walker, Senior Analyst/Programmer, University of Oxford

Round Table discussion: How social media with CRM can deliver real benefit for Not-for-profit organisations
Chair: Paul Ince (@BizPaul), Independent CRM Strategy Consultant

13:00 Lunch and Networking, CRMUG Medics helpdesk
2 tracks
A Deeper Look at Field Service
Following on from the earlier session, in this hour we will take a look at the more technical side of Field Service. How do you configure it, how to schedule or reschedule services, what this looks like from the point of view of a scheduler and for a service-delivery worker.
Shaun Riordan, Senior Technology Solutions Professional, Microsoft

Partner Showcase: Paribus Interactive – Intelligent Duplicate Data Management for all users
Paribus Interactive is a SaaS service providing all Dynamics CRM users with an intuitive approach to managing the common problem of duplicate data.
The session will explore some of the reasons behind the problem. You will see how Paribus Interactive enables all users to play a part in reducing the creation of duplicate data, whilst improving the user experience and therefore the improving the adoption of CRM.
Rowland Dexter, Managing Director, QGate (CRMUG Premium Partner member)

15:00 Coffee and Networking, CRMUG Medics helpdesk
2 tracks
Customer Showcase: KPMG
Delivering CRM to 13,000 users is not a small project.
Find out how KPMG delivered their global CRM system, the challenges they faced and how they overcame them, and what they plan to do next.
Lipi Sarkar, Lead Project Manager, KPMG

Command Bar & Conquer
Join Sarah and Scott as they show you how to quickly and easily conquer the Dynamics CRM Command Bar by performing tasks such as moving, hiding and adding buttons using the free Ribbon Workbench tool.
Sarah Critchley (@DynamicCRMCat), CRM Developer, Cambridge Online Systems
Scott Durow (@ScottDurow), MVP,, Author of RibbonWorkbench

1 track
Ask the Experts
A chance for more Q&A with today’s speakers and CRMUG Medics. 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 challenge.


This meeting will be at KPMG offices, Canary Wharf, a few minutes walk from Jubilee Line and DLR stations.

15 Canada Square
E14 5GL

PDF location map for KPMG offices at 15 Canada Square London


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