CRM User Group CRMUG UK meeting in July 2014

CRMUG LogoThe next UK CRM User Group is in London in less than two months, on Thursday 17th July, and we will be focussing on using Dynamics CRM for managing services.

These might be traditional customer support services, fulfilment or project services, local government services to residents and businesses, or internal process management. The meeting is free to attend for all CRMUG members – and you can sign up for a Basic membership at no cost.

CRMUG UK Q2 Meeting Thursday 17th July 2014, London

Join 100 or more fellow CRM users for the next UK CRM User Group Meeting at Microsoft Customer Centre at Cardinal Place, London (Victoria). Coffee and Reception start at 9:00 am. Don’t miss this opportunity to experience what the CRMUG has to offer you and other Dynamics CRM users!

Registration is now open for this event. Click here to register for this event for FREE

Add to calendar Click to add the CRMUG UK July 2014 meeting to your Outlook calendar

Agenda

We will have multiple tracks for the middle part of the day, so you can choose the session that is of most interest and relevance. We will have 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.

This agenda is subject to change (edit: updated 24th June with latest information), and we do expect to add one or two additional optional sessions to those described below. Also note our CRMUG UK Social Evening on July 16th.

09:30 Welcome & CRMUG News
09:45 What’s New in CRM 2013 Spring’14 release
(aka Service Pack 1, formerly "Leo").
Microsoft UK
11:00 Coffee and Networking
11:15
3 Tracks

Supporting a Changing Business
Skills Development Scotland is Scotland’s national skills body, combining careers, skills, training and funding services. SDS has over 800 CRM users across 50 sites providing services to in excess of 185,000 customers per annum.
SDS has undergone significant changes to its service offering in the last 2 years. This session will describe how a small internal team has supported the changes to the CRM system to support this.
Martin O’Neill, Skills Development Scotland

One-Click Dynamics CRM Deployments
Find out how you can automate the build and deployment processes for your CRM solutions. The session will demonstrate how the latest tools from the CRM SDK, TFS 2013, Visual Studio Release Management & xRM CI Framework can work together to implement end to end one-click deployments of your enterprise Dynamics CRM Solutions across all your environments. This will allow you to deliver CRM more frequently in a consistent and reliable way.
Wael Hamze, CRM Centre of Excellence, Barclays Investment Bank

Round Table – Using CRM for Public Sector services
Local and regional Government, Councils, Social Housing, healthcare, QUANGOs, and many other organisations use CRM in a similar way to provide services to a huge audience of citizens, residents, or businesses. These might be free at the point of use, so the sales module might be entirely ignored, but the service area is likely to be highly customised to suit this type of work. Often there are significant considerations about record security and segmenting access according to type, particularly around data considered "sensitive" under DPA such as physical or mental health, or criminal offences.
Please join your peers to share you experiences of using CRM to meet these challenges and manage public services in a cost effective manner.
Chair TBC

12:15 5 minutes to swap rooms
12:20
3 Tracks

Data Visualisation – Art or Science?
Best practices for designing charts to help people understand their business data effortlessly.
This will cover the "what should I do?" and "why?" rather than the technical ins-and-outs of how to achieve this with a specific piece of software. The main focus will be on Dynamics CRM charts and dashboards, but the approaches are just as valid using Excel, PowerPivot, SSRS or big analytics products.
Adam Vero, CRM Masters

CRM & BPM – Better Together!

Dynamics CRM 2013 is fuelling interest in the potential to deliver new and innovative customer services from CRM.  But without resorting to complex and costly XRM based coding projects, the scope is often limited. Business Process Management (BPM) tools such as PNMsoft Sequence, organisations can realise the full potential of CRM. 
When South West Water migrated to Dynamics CRM, a requirement to deliver critical Service Management functionality in short time was achieved through a BPM approach.
In this session, you will see how to quickly and easily create powerful workflow-driven CRM functionality with zero coding; connect your CRM activities with your existing ERP, SharePoint and other platforms and easily adapt, change and deploy CRM processes in line with changing business needs.
James Luxford, CTO PNMsoft (CRMUG Partner Member)

Round Table – Charity Management using Dynamics CRM
Many charities use CRM for similar things, such as tracking private and corporate donations; organising events, volunteers and regional groups of supporters; and managing services to the community. Are you also using CRM to manage your digital marketing, using built in functionality or third party solutions? If you are using or considering Microsoft Dynamics CRM to manage a charity, come and share your experiences with your peers.
Chaired by Seemant Rajvanshi, Macmillan Cancer Support

13:20 Lunch and Networking
14:00
2 tracks

Stop, Collaborate and Listen!
How to get support from your peers through various online channels
Joel Abbott, XRM Consultant

Demystifying CTI for the common good.
Have you thought about Computer Telephony Integration (CTI) but saw it as black magic? Do the words VOIP, PSDN, IVR, PBX, CLI mean anything?
What about Preview dialling, predictive dialling, power dialling, screen popping…  and now Microsoft has added USD!
This session aims to demystify the area of integrating CRM with telephony. CTI is not just for call centres and can improve any telephone-based customer interactions, so CTI can be a key factor in improving customer service in any organisation.
Rowland Dexter, QGate

15:00 Ask the Experts
A chance for more Q&A with today’s speakers and MVPs
16:00 Close

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.

Who should attend?

All Dynamics CRM users are welcome. We also encourage you to invite your colleagues and other users – email to colleagues, tweet about it, mention it in your LinkedIn groups and other sites..

Partners are welcome to attend provided they are accompanied by a customer. Partners please bear in mind that the objective of regional events such as this is to exchange knowledge and Dynamics CRM experience. Partner personnel should possess deep CRM expertise and refrain from sales activities.

Hope to see you there!

Save the Date – November Meeting

Planning ahead, our next meeting will be on Thursday November 13th, at Microsoft’s UK HQ in Thames Valley Park, Reading.

Add to calendar Click to add the CRMUG UK November 2014 meeting to your Outlook calendar

We hope to have some more great content to share, including some possible encore sessions from CRMUG Summit 2014 which takes place in St Louis, Missouri. Members get $200 discount per person on their Summit passes, and staggered Early Bird rates also apply – for the best prices, register before the end of June.

CRM User Group meeting and social event in March 2014

CRMUG LogoThe next UK CRM User Group is in Reading in less than two months, on Thursday 20th March. We’re also getting together for a social evening on Wednesday March 19th.

CRMUG UK Social Evening Wednesday March 19th

We are getting together for an informal social and networking gathering on the evening before the main event . This will probably take place at the Pitcher and Piano, 18 Friar Street, Reading, RG1 1DB which is in central Reading within easy walking distance from railway station, TVP shuttle routes and plenty of hotels. Join us from 18:30 onwards for a few drinks, maybe a bite to eat (especially for those of you staying overnight in Reading), some networking, chit-chat and generally getting to know one another a bit better.

Try to get there before 8pm to take advantage of various 2 for 1 offers on cocktails and selected bottled beers, or glasses of house wine and pints of beer or cider for £2.50.

CRMUG UK Q1 Meeting Thursday 20th March 2014, Microsoft HQ

Join 100 or more fellow CRM users for the next UK CRM User Group Meeting at the Microsoft headquarters at Thames Valley Park in Reading. Coffee and Reception start at 8:30 am. Don’t miss this opportunity to experience what the CRMUG has to offer you and other Dynamics CRM users!

Registration is still open but places are filling up fast! Click here to register for this event for FREE

Add to calendar Click to add the CRMUG UK March 2014 meeting to your Outlook calendar

Agenda

Based on feedback from previous events, we have made a few changes Most notably 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. We will also officially finish at 3pm, slightly earlier than before, and then have an optional session to meet (some of) the speakers afterwards and ask questions (rather than the expert panel we used to have before the close).

09:15 Introduction & CRMUG News
09:30 The X(RM) Factor – 5 tools and add-ons you might like to know more about
10:35 Track 1: Customer Showcase: CEGA Air Ambulance
Track 2: Round Table – Share your tips or ask questions of your fellow CRM System Admins
11:20 Coffee and networking
11:40 Track 1: Managing Email with CRM – Top tips from MVP Feridun Kadir
Track 2: Microsoft Dynamics Marketing and Social Listening – Cassandra Whobrey, Microsoft
12:40 Lunch
13:25 Customer Showcase: NCFE – Going Mobile
14:25 Microsoft Roadmap with Marco Amoedo
14:55 Close
15:00 Break
15:05 Meet the Speakers (optional Q&A session for those who want to stick around a little longer)
15:35 End

 

Location

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

Microsoft Campus
Thames Valley Park
Reading
RG6 1WG

Who should attend? All Dynamics CRM users are welcome. We also encourage you to invite your colleagues and other users – email to colleagues, tweet about it, mention it in your LinkedIn groups and other sites..

Partners are welcome to attend provided they are accompanied by a customer. Partners please bear in mind that the objective of regional events such as this is to exchange knowledge and Dynamics CRM experience. Partner personnel should possess deep CRM expertise and refrain from sales activities.

Hope to see you there!

CRM User Group meetings for 2014

We have decided on the dates for the next two CRMUG UK meetings, so you can get these in your diaries now and save the dates. There will be more news and details nearer the time, but for now we wanted to get these announced so you can have the best chance to make sure you can attend.

Thursday March 20th 2014 in Reading

This meeting will have a focus on “XRM” – using CRM for things outside the usual scope of sales, marketing and service, or using integrations to other systems, mobile platforms and so on.

Add to calendar Add the CRMUG UK March 2014 meeting to your calendar in Outlook (other systems might work too).

I will probably organise some kind of social event the night before, which will not be an official part of the CRMUG meeting, but a great opportunity to relax, socialise and network in an informal setting.

Agenda

Agenda is yet to be confirmed, but will be a 9:00 registration and coffee for a 9:30 start.

After a mid-morning coffee break we plan to have two parallel speaker sessions for people to choose the topic of most interest to them. We are also hoping to have a separate room for “round table” discussions for you to share your knowledge and experiences.

After lunch we will have a further general session before “The Cass and Marco Show™” – also known as the Microsoft CRM Roadmap presentation. Given the planned release time frame for “Orion” this session alone is probably enough reason to travel all the way to London for this CRMUG meeting.

We will round the day off with an Experts Panel to try and answer any questions which have occurred to you during the earlier sessions, before closing at approximately 4pm.

Location

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

Microsoft Campus
Thames Valley Park
Reading
RG6 1WG

We realise some people would prefer us to hold the meetings in London but there are no rooms available on dates that we could fit in with, so we’ll alternate venues for the moment. We are grateful that Microsoft are able to provide us with a venue and lunch so that we can keep the meetings free to attend, but we have to work around their availability.

Thursday July 17th in London

This meeting will have a focus on the Service area of CRM, whether for Customer Service, Public Sector Services or any other ways you can use CRM to manage how you deliver the things your organisation does. There should be some news on improvements to a number of aspects of CRM for Service as well, so the regular update from Microsoft should have lots of positive things.

This meeting will also be a 9:00 registration and coffee for a 9:30 start.

Add to calendar Add the CRMUG UK July 2014 meeting to your calendar in Outlook (other systems might work too).

Location

Microsoft UK
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.

Registration

Registration is not yet open for these events; I’ll be sure to post again when it is. Please do register so we have a good idea in advance how many are coming and to make sure we can prepare for any special dietary needs (we can probably cover most requirements, but only if we know in advance).

Save the Date CRMUG UK Meeting 28th November

Registration is not open yet, but as advance warning, the next CRM User Group meeting for the UK is planned for:

28th November 2013 at Microsoft’s London Victoria Offices.

Add to calendar  Click to add the next CRMUG meeting to your Outlook calendar

Agenda

Agenda is yet to be confirmed, but loosely speaking will be a 9:15 registration and coffee for a 9:45 start.

After a mid-morning coffee break we plan to have two parallel speaker sessions for people to choose the topic of most interest to them. At least one of these will be followed by a related “round table” discussion of Q&A and audience participation.

After lunch we will all get back together for a further general session before “The Marco and Cass Show™” – also known as the Microsoft CRM Roadmap presentation. Given the planned release time frame for “Orion” this session alone is probably enough reason to travel all the way to London for this CRMUG meeting.

We will round the day off with an Experts Panel to try and answer any questions which have occurred to you during the earlier sessions, before closing at approximately 4pm.

Where is that again?

Microsoft UK
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.

Of course I will post once the official page for registrations goes live.

What do you want from CRMUG?

Following our recent CRMUG UK committee meeting, I took on the role of “Vice Chair for Programme” so I need to figure out what things our members want to get out of our events, what sessions will be of most interest, general applicability and so on.

What do you want to “share and learn” at the CRM User Group? Are there any topics you particularly want to hear about?

Do you have a great customer story to tell, with some inspiration or ideas for others to take away and use to get more out of their CRM system? Could you / would you speak for 30 – 45 minutes about your CRM deployment project and what you got out of it?

If you have something to share, or want to find out about a particular aspect of using Dynamics CRM, please let me know in the comments so I can start to assimilate ideas to put together another great event, for users, by users!

Save the Date CRMUG UK Meeting 28th November

Registration is not open yet, but as advance warning, the next CRM User Group meeting for the UK is planned for:

28th November 2013 at Microsoft’s London Victoria Offices.

Add to calendar Click to add the next CRMUG meeting to your Outlook calendar

Agenda

Agenda is yet to be confirmed, but loosely speaking will be a 9:15 registration and coffee for a 9:45 start.

After a mid-morning coffee break we plan to have two parallel speaker sessions for people to choose the topic of most interest to them. At least one of these will be followed by a related “round table” discussion of Q&A and audience participation.

After lunch we will all get back together for a further general session before “The Marco and Cass Show™” – also known as the Microsoft CRM Roadmap presentation. Given the planned release time frame for “Orion” this session alone is probably enough reason to travel all the way to London for this CRMUG meeting.

We will round the day off with an Experts Panel to try and answer any questions which have occurred to you during the earlier sessions, before closing at approximately 4pm.

Where is that again?

Microsoft UK
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.

Of course I will post once the official page for registrations goes live.

What do you want from CRMUG?

Following our recent CRMUG UK committee meeting, I took on the role of “Vice Chair for Programme” so I need to figure out what things our members want to get out of our events, what sessions will be of most interest, general applicability and so on.

What do you want to “share and learn” at the CRM User Group? Are there any topics you particularly want to hear about?

Do you have a great customer story to tell, with some inspiration or ideas for others to take away and use to get more out of their CRM system? Could you / would you speak for 30 – 45 minutes about your CRM deployment project and what you got out of it?

If you have something to share, or want to find out about a particular aspect of using Dynamics CRM, please let me know in the comments so I can start to assimilate ideas to put together another great event, for users, by users!