CRMUG UK Meeting November 14th in Reading

We’re back at Microsoft Reading for our next meeting on 14th November. Registration is open, so sign up today at crmug.com!

Our topic for the meeting is ‘awareness of your CRM system’ so includes topics such as: keeping abreast of industry and regulatory changes that affect your CRM, updates that are coming to the platform, and keeping an eye on how your users are using the system.

In particular, we have several sessions on the upcoming GDPR data protection regulation changes coming in May 2018.  If you have anything to do with data protection in your organisation (that includes being a CRM admin!) then you don’t want to miss it.  Our GDPR experts will also be on hand to answer questions during and after the sessions on the day.

Again, check the meeting registration page on crmug.com for further agenda information.

The URL for this page will be easy to remember as CRMUG.UK/20171114 (simply this site/event date as yyyymmdd.)  We use this format so that each event has a placeholder page you can easily find.

Social Evening

As is tradition now, we also have a social evening the night before the meeting in Reading.  It’s a great opportunity to meet and catch-up with your peers in a social environment outside of the meeting the next day.  And it sure beats eating on your own if you’re staying in a hotel in Reading the night before the meeting!

If you’d like to come along, click the following to buy a ticket for the dinner.  Tickets are £15 which covers the cost of dinner.  Seats are limited so get yours today!

Eventbrite - CRMUG UK November Meeting - Dinner & Social Evening in Reading

Get Involved

Finally, if you have some great ideas or stories to share, please let us know! We will give you loads of support to help you plan and deliver an excellent presentation to benefit our CRM User Group community.

Location

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

Building 3
Microsoft Campus
Thames Valley Park
Reading

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CRMUG UK Meeting July 13th in London

We have a meeting scheduled for Thursday 13th July in London, at Microsoft’s offices in Paddington. This page will serve as a placeholder for all links to the event registration, updated agendas, related social events etc.

URL for this page will be easy to remember as CRMUG.UK/20170713 (simply this site/event date as yyyymmdd), and we will use this format so that each event has a placeholder page you can easily find.

Registration

Registration is open for this meeting, just visit the event page  at CRMUG.com, which also has the details of the planned agenda.

Save the date!

If you are not ready to register you can add the event to your calendar now in order to make sure you are reminded nearer the time to come back to this page (the calendar entry has a link back to this page):

CRMUG Event  Click to add the CRMUG UK July 2017 London meeting to your Outlook calendar

Agenda

Agenda is on the registration page linked above – follow @CRMUGUK on twitter for updates in case of last minute changes. Plan at the moment is for a 9:30 start and 4:45 finish to avoid the worst of the London rush hour at either end of the day.

Call for speakers

Do you have an interesting story to tell about how you use CRM in innovative ways?

Could you share your technical experience with your peers?

Have you found some useful tips and tricks you could show other users?

Then please get in touch via CRMUG-at-meteorit.co.uk

We need speakers for a whole range of topics such as:

  • project and change management best practices
  • user adoption ideas
  • tips and tricks for users of all levels
  • customising CRM using out-of-the-box tools
  • extending CRM and developing plugins
  • managing upgrades, migrations
  • data quality, import and export, de-duplication and integration approaches
  • charting and data visualisation
  • using CRM + other Office 365 applications – SharePoint, Exchange, Excel, Power BI etc.
  • performance tuning and troubleshooting

If you have some great ideas or stories to share, please let us know! We will give you loads of support to help you plan and deliver an excellent presentation to benefit our CRM user Group community.

Location

This meeting will be at Microsoft’s Paddington offices

2 Kingdom Street
Paddington
London, W2 6BD

CRMUG UK Meeting February 7th in Reading

Save the date!

We have a meeting scheduled for Tuesday February 7th, in Reading (not in London due to availability of rooms).

This page will serve as a placeholder for all links to the event registration, updated agendas, related social events etc.

URL for this page will be easy to remember as CRMUG.UK/20170207 (simply this site/event date as yyyymmdd), and we will use this format so that each event has a placeholder page you can easily find.

Registration

Registration is now CLOSED for this meeting – visit the event page  at CRMUG.com, which also has the details of the planned agenda.

If you are not ready to register you can add the event to your calendar now in order to make sure you are reminded nearer the time to come back to this page (the calendar entry has a link back to this page):

CRMUG Event  Click to add the CRMUG UK February 2017 Reading meeting to your Outlook calendar

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CRMUG Summit EMEA 2017

Our inaugural CRMUG Congress in Stuttgart in May was a great success, so we’re planning another one for next year.

The name will change slightly to reflect the fact that this will be more like the main annual “Summit” event, so our first CRMUG Summit EMEA will take place at the RAI in Amsterdam on April 4th-6th 2017.

We will have more than 50 breakout sessions for educational content, member showcases, Microsoft influencer discussions and partner presentations across the three days. We are hoping for around 200 CRMUG attendees – people just like you who use, customise, build and develop their CRM systems. We will also be running the AXUG and NAVUG Summit events in parallel, and there is likely to be some content which is relevant across all these products, including topics such as Power BI, change management, and data governance.

There will be lots more news and information to share once planning is underway, but the first thing we need to do is to gather your suggestions for the session content which is the heart of an event like this.

Call for content

We need your help!

Our Summit events are a fantastic example of everything Dynamics Communities stands for – “by users, for users”. This means we want to provide the content you really want to hear, for every job role relating to CRM from everyday sales and service users to senior decision makers, from power users to administrators and developers. Our members also tell us that they always learn loads from each other’s experiences as well, so sharing your own story as a CRM customer is a great way to help others along their own roads to CRM success.

The website for the Summit EMEA event has a section for Session Proposals where you can suggest a session topic. This might be a subject you would like to hear more about, or perhaps an area you know really well that you would be able to share with other members. It could be something that helps people just starting out with their system, or something deeply technical, or simply a showcase of your own CRM journey. All submissions will be considered by the Summit planning committee (made up of chapter leaders and others from several European countries) so that we can come up with a final agenda for the whole event.

Please help us shape the best possible event for all our members by proposing sessions as soon as possible!

Supersize Me!

This year’s Congress event saw 80 attendees with a choice of about 3 different breakouts at any one time, for a total of 18 content sessions across 2 days.

Next year we are aiming for 200 people choosing between 6 topics per time slot, for around 50-60 sessions across 3 days.

The extra rooms we have available to run in parallel mean a greater choice of content, and we can offer a wider range of topics, including things that might be more specific to a particular vertical industry sector, or organisation size, or a very technical audience. With enough people, even if only 5% choose a particular session, that’s ten like-minded people in the same room sharing and learning from one another. The extra time spent in three days means more content, as well as more networking time to get to know your peers better, meet new people, find out about more of our partner sponsors and their solutions.

This will definitely be one of the best opportunities in Europe for learning about Dynamics products and networking with your peers. Save the date now, and follow our twitter account @CRMUGUK for updates.

XRM Factor is back!

XRM Factor logo small

Back in March 2014 we had a session at CRMUG UK called “X(RM) Factor”, in which several speakers gave a short “audition” presentation about a tool or add-on that they find very useful in their day-to-day work with CRM. The audience then voted on which one they most wanted to hear more about. The top two speakers went through the the “finals” where they gave a short demonstration to showcase their chosen solution. The audience voted again, and we had our “XRM Factor” winner.

The first one was won by John Grace of North52 with a presentation about Sonoma’s Universal Search add-on. We had another great XRM Factor contest at the European Congress earlier this year, chaired by Sarah Critchley, this time the overall winner was Adam Vero with a showcase of XRM Toolbox.

We are planning two more of these sessions, one at CRMUG Summit 2016 in Tampa (on Thursday 13th at 4:30 pm), one at the next UK user group meeting on November 23rd.

XRM tools could be anything that helps make your CRM system better for users, or makes it easier to build or troubleshoot.  Free tools are always popular with the audience, but if you have a favourite paid-for add-on then feel free to tell us about that too. In previous sessions we had  a great range of tools on show, such as:

  • Sonoma’s Universal Search (this was before 2015 made that an OOB feature)
  • Fiddler2 – a great tool for troubleshooting, testing and development
  • XRM Toolbox, a favourite of CRM customisers everywhere
  • Azuqua – connecting cloud apps to CRM without MSE
  • Boomerang – an add-on for sending SMS messages from CRM, and processing replies
  • LinqPad, PowerBI, Ribbon Workbench, and several other tools and solutions

XRM Factor Rules

To keep things as fair as possible, we have a few rules:

  1. Speakers can choose anything to talk about, except any tool they (or their company) have been involved in creating, even if it is free.
  2. First come, first served. If someone else is already talking about the tool you want to cover, you need to talk them out of it or choose something else.
  3. All speakers will have the same amount of time for their first presentation. Depending on numbers participating, this is between 3 and 5 minutes (decided in advance).
  4. All speakers will use the same slides for the start of their presentation to make sure the audience get the same basic facts – what is it, where to get it, how much it costs. After those, they can use any slides, screenshots etc. (Demo is not really practical in the time available). These slides MUST be sent to the chairperson at least 3 days in advance so they can be collected into a single slide deck in a pre-selected random order.
  5. The two finalists will have the same amount of time as each other, probably 15 to 20 minutes (again, decided before the day).
  6. The two final presentations can be in any format. Demos are ideal, but some supporting information in slides can be helpful.
  7. In the event of a tie, the chair will make a final decision.

Do you have a tool you could not live without? Something you use every day when working on CRM? Or something you have installed to give your users some feature they really need?

Could you present a 5-minute pitch to the audience about why your tool is worth them knowing more about?

Please get in touch at CRMUG-at-meteorit.co.uk and tell us what tool you would like to share with the community.

Why XRM Factor?

Why have multiple presenters talking for only a short time, rather than just giving everyone 30 minutes to talk about their favourite tool?

When we first did this in the UK, it came out of several things we were trying to address to give our members the maximum value out of every meeting. We have limited time in a day, so we simply can’t cover many tools if they have 20 minutes each, we could maybe do 2 or three at a given meeting. Our audience will also be giving up their time, so it is only fair that they get some say in what that time is spent on. But finding a way to generate an agenda by voting or a survey was difficult. In a brainstorming session (in the pub after a meeting, naturally), one member came up with the idea of something like “speed dating” – you spend a short time with lots of people, then get to write down who you might like to spend more time with later. We switched the metaphor from speed dating to a talent show to avoid any unwanted overtones, and “X(RM) Factor” was born.

Some tools will always be a little bit “niche” and only apply to a small number of customers, and probably not get onto any shortlist for a whole session. With the XRM Factor format, we could give them some “air time” and even if they did not get through to the final, people perhaps had awareness of something they had not previously heard of, and could also approach the speaker to ask them more about it (especially with the rule that you can’t present something you helped to write, so our mantra of “by users, for users” means no-one is going to get a hard sell if they ask more questions).

It was also good for some of our speakers – we were asking a lot less of them than if they had to prepare a 30 minute talk about something. It also meant some of them who were speaking for the first time could do this with less nervousness, and just get through the 4 minutes they were given. Several of them have come back at a later date to present longer talks on a range of subjects.

CRMUG Meeting in Reading November 23rd 2016

Save the date!

Our next meeting will be on Wednesday November 23rd, in Reading. More details to follow.

This page will serve as a placeholder for all links to the event registration, updated agendas, related social events etc.

URL for this page will be easy to remember as CRMUG.UK/20161123 (simply this site/event date as yyyymmdd), and we will use this format so that each event has a placeholder page you can easily find.

Registration

Registration is not yet open for this event.

You can add this to your calendar now in order to make sure you are reminded nearer the time to come back to this page:

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

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CRMUG Meeting in Reading March 16th 2016

Save the date!

Our next meeting will be on March 16th 2016, in Reading. More details to follow.

This page will serve as a placeholder for all links to the event registration, updated agendas, related social events etc.

URL for this page will be easy to remember as CRMUG.UK/20160316 (simply this site/event date as yyyymmdd), and we will use this format so that each event has a placeholder page you can easily find.

Registration

Registration is open for this event at the CRMUG UK March 2016 meeting page at CRMUG.com. 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”.

You can add this to your calendar now in order to make sure you are reminded nearer the time to come back to this page:

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

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