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 UK November 2016 Agenda

The next UK CRM User Group is in Reading on Wednesday 23rd November. 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 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

Registration for this event is now closed.

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

Agenda

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 draft and we will add more detail in due course. All sessions are of course subject to change, so don’t forget to follow @CRMUGUK on twitter for updates.

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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

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

Agenda

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

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CRMUG UK November 2015 Meeting Agenda

The next UK CRM User Group is in London on Tuesday 10th November. We have a fantastic line-up of 12 sessions of practical information and advice for you from peers and industry experts.

Two focus areas

We have two main areas of focus for this event, which are really fundamental to CRM, no matter what your organisation uses it for.

The first is the theme of “customers”, (or “clients”, or “citizens”, if you prefer), from how you can engage with your customers as effectively as possible to how Microsoft can help you to succeed as a Dynamics CRM customer. We also have not one, but two customer showcase sessions so you can find out how other organisations are taking advantage of CRM to manage their processes and deliver business value.

The second key subject highlighted on our agenda is “data”. This will include looking at how to get your data from other systems into CRM, managing data quality and presenting timely, relevant information to users through dashboards.

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

Registration is open for this event at the CRMUG UK November 2015 meeting page at CRMUG.com. Although the detailed agenda is not 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> meteorit.co.uk”.

Agenda

Please note the slightly earlier start time for this meeting than previous ones. 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 to people you have met at previous events and agree to meet up and catch up on what you are doing with your CRM projects at the moment.

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 November 2015 London meeting to your Outlook calendar

Continue reading

CRMUG UK November 2015 Meeting shaping up

Planning is well under way for our meeting in London on 10th November. We have some speakers lined up with some great educational sessions, as well as round table discussions, but we still need a good customer showcase session. But we still want to hear more from our members and keep the focus on a user group that is “by users, for users”, so…

Call for customer showcase speakers

Do you have something to share? Have you done something interesting with CRM? Maybe you are using the product in an unusual “XRM” way, or your project had some particular challenges that you were able to overcome. Have you recently upgraded, migrated or integrated with other products or services?

Please get in touch if you think you could put together a short presentation about your experiences so that other members can see a different perspective. We’ll give you loads of support to help you deliver a great session. Reach out via the comments, message us on twitter @CRMUGUK or email CRMUG-at-meteorit.co.uk.

Microsoft Roadmap and Conduit sessions 

Last time our meeting unfortunately clashed with an internal Dynamics team meeting at Microsoft UK, so we were not able to get our usual roadmap session, which was missed. This time we will have lots of representation from Microsoft including a possible visit from a corporate VP (fingers crossed that schedules work out as planned). We will get to hear about the latest news for the fall release and the future direction of Dynamics CRM and related products.

There will also be some “conduit” round table sessions where you can give feedback directly to Microsoft and ask questions to get answers “from the horse’s mouth”.

Registration

The event page for the CRMUG UK November 2015 meeting is online at CRMUG.com. Although the detailed agenda is not finalised yet, you can sign up today to make sure you get reminders nearer the time.

Location

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.

Hope to see you there!