Power Platform 2023 Release Wave 2: What to Get Excited About!!
Let’s look at and review the exciting new functionality that will be released as a part of Power Platform 2023 Release Wave 2!! I will…
Category: Dynamics CE / CRM UG
Copilots: A Complete Rundown on How to Use Open AI in the Power Platform
Join MVPs Kylie Kiser, Malcolm McAuley, and Heidi Neuhauser as we dive into the world of Microsoft Copilots and their role in the Power Platform…
Dynamics 365 CE/CRM Workflows to Power Automate: Upgrading your Automation
This session is intended for all levels of Power Automate users, with a focus on augmenting Dynamics functionality through beginner, intermediate, and advanced Power Automate…
Do you want to build a realtime Power Automate?
Join me in a demo of a realistic real-time Power Automate in a model-driven app. See real-time calculations on the Opportunity to see when the…
Dynamics 365 CE/CRM Project Ops: What I Wish I Knew
Project Service Automation, Project Operations, which is it? If you’re looking for implementation guidance, you’ll learn that those are interchangeable, and finding documentation is difficult.…
Demystifying Dynamics Licensing – who needs what?
What do my sales users really need? Do my executives need access to CE/CRM at all? Everyone knows Microsoft Dynamics CE/CRM, PowerPlatform, & PowerBI licensing…
Revolutionizing Revenue Operations with Dynamics 365 CE and the Power Platform: A Guide to Effective RevOps Strategies
Companies that implement Rev Ops often see double-digit increases in revenue, efficiency, win rates, and customer satisfaction but since it’s not a “product” – it…
How To Supercharge Your Lead Generation Engine with Marketing Automation
This is a co-presentation with a Microsoft Dynamics end customer about how they utilized Microsoft Dynamics365 Sales and a marketing automation platform to do list building and…
I’m a New Dynamics 365 CE/CRM Admin – Now What?
You were recently asked to be the Dynamics 365 CE Admin, or perhaps also Power Apps. Congratulations! But where do you begin? That’s what we’ll…
Maximizing Dynamics 365 Field Service Efficiency with Advanced Configuration Techniques
Join Microsoft MVPs Dian Taylor and Scott LeFante for this fun and informative session. In this session, we will show configurations we’ve implemented to enhance field service functionality.…
Power BI + Dynamics 365 CE: Unleash Your CRM Data to Make Better Decisions
In this session, you’ll learn to go beyond the dashboards built into Dynamics 365 CE/CRM to use Power BI to fully realize the potential of…
Chat Chili: Spice Up Your Dynamics 365 CE/CRM and Power Platform Experiences with a Dash of Copilot and a Pinch of ChatGPT
Generative AI, like ChatGPT, is taking the world by storm. Microsoft has harnessed this powerful tool combined with your company’s data (Microsoft Graph) to enable…
Automating Your Dynamics 365CE/CRM Performance: Power Automate v Business Rules v JavaScript v Plugin
Power Automate, Workflows, and Business Rules are the most common out-of-the-box features used to automate the performance of your CRM environment to go the extra…
Decoding Dynamics ERP: Your Guide to Selecting the Ideal Microsoft Cloud ERP
So you’ve determined it’s time to move ERP to the cloud. How do you decide which Microsoft ERP solution is the correct one? In this…
Driving Productivity in the CX Journey with Dynamics 365 Copilot
GPT, Generative AI, and ‘Copilot’ have been frequent buzz words in the business world lately. Come learn what Copilot is, see examples for front office…
Revenue Engineering: A Non-Technical Workshop on Creating a CRM-Ready Sales Process
If you want your sales team to increase deal size, decrease cycle length, improve win rates, avoid letting deals slip through the cracks, deliver meaningful…
Unlocking the Power of Microsoft Dynamics 365 Copilot with Microsoft Graph
Stand out in the sea of sameness. Add some color to your organization’s Copilot experience with the help of Microsoft Graph. See first-hand the efficiencies that…
Getting Started with AI
As organizations recognize the value of diversity and inclusion, accessibility must be a key consideration. In this session, we will explore the importance of accessibility…
XRMToolBox for Dynamics 365 CE/CRM Admins
Every admin needs a bank of tools to make their job easier. The XRMToolBox puts those tools into one place for easy access! In this session,…
Dual Write: Friend or Foe?
Should you believe everything you hear? Is it really as bad as some say? Mention Dual-Write and you’ll get a lot of strong opinions, many…
