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Mastering the Art of Dataverse/CRM and SharePoint Integrations
Join us as we dive into the fun world of integrating SharePoint with Dataverse and CRM! We’ll kick things off with the basics of setting…
Understanding Models in Copilot Studio
Come and learn how Copilot Studio leverages different types of models to orchestrate an entire conversation, from understanding context and entities to triggering topics and…
Mastering Dynamics 365 Field Service: A Strategic Approach to Avoid Implementation Pitfalls
This session will delve into the intricacies of implementing Dynamics 365 Field Service, focusing on key strategies to avoid common pitfalls and ensure successful deployment.…
Exploring a customer’s journey to CX success with Dynamics and Contact Center
Join us for an insightful session where we follow an real-life example of a single customer’s journey transforming their customer experience (CX) with Microsoft Dynamics…
Implementing a Data Governance Framework – Getting Started
Drawing on years of focusing on CRM data quality, we will explore how to begin implementing a Data Governance framework to keep your data reliable,…
Advanced Sales Forecasting: Predicting Success with Precision
Advanced Forecasting for Sales is a powerful tool that helps sales teams make informed decisions, allocate resources efficiently, and drive profitability. It leverages advanced analytics,…
The Power of Connection: Mastering the Art of Conversation
Focus: Understanding the significance of genuine connections in personal and professional life. Beginning conversations and forging new connections can feel daunting. Yet, with the appropriate…
Dynamics 365 Customer Insights Data: Create a Definitive 360-Degree Customer Profile
Are you ready to create a single customer profile record that unifies data from across all of your platforms, matches and deduplicates, enriches with external…
Understanding CRM Environments: From Sandbox to Production
In this session, we’ll delve into the critical aspects of managing your Dynamics 365 CE environments. Whether you’re a seasoned CRM administrator or just starting out,…
Dynamics 365 FinOps Unified Developer Experience
This is for me the most important feature for Dynamics 365 F&O for several years! Discover the big change on the DEV & Admin part.…
Unleashing Dynamics CE/CRM in the Cloud: Tips to get it right and pitfalls to avoid in your migration.
Is your organization considering, or in the process of, migrating from an On-Premises CRM to Dynamics 365 CE in the cloud? This session will provide tips and…
Excel Life Hacks – Tips and Tricks for EVERY User!! 2024 Edition!
LifeHacks are designed for the end user to save time and be more efficient. Join me for this session to learn better ways to get…
Maximizing Your Productivity: Navigating Dynamics 365 with Copilot
Join me for an insightful session on harnessing the power of Copilot in Dynamics 365, your personal AI assistant for unprecedented productivity. Learning Objectives: Speaker:…
Beyond The Text: Harnessing the Power of AI and Voice Bots in Dynamics Customer Service
This session will explore the latest advances in AI and voice bot technology, and how they are revolutionizing customer service within Dynamics. We will focus…
Leveraging SQL Reporting Services for Advanced Reporting
SQL Server Reporting Services (SSRS) is a powerful reporting tool that you already own! This session will be a deep dive into leveraging SSRS within your…
Maximize Your X++ Mastery: Learn the Ultimate Tips and Tricks for Development Success
Conquer even the most intricate x++ coding challenges with example solutions. Learn the tips and tricks that make developing faster and easier. Discover what you…
Intelligent HR with Dynamics 365 Human Resources
In this session, we will deep dive into the new recruiting capabilities and learn how the Business performance planning capabilities can be used for workforce…
Transform your Dynamics 365 (F&O) business data into Process Mining event logs
With the help of Power Automate Process Mining, you can check processes and applications for conformance, performance, and check if there are bottlenecks for improvement.…
Rebel Alliance vs. Empire: A Security Customization Showdown with Code and Configuration
In a galaxy far, far away, two sides fight for control: the Rebel Alliance and the Empire. But what if this battle was fought not with…
Creative Financial Statements Using D365 Financial Reporting
Your financial statements do not have to be the typical accounts-down-the-left, months-across-the-top financial statements. Dynamics 365 Financial Reporting gives you flexibility in how you define…
Upcoming Special Events
San Diego, CA
March 17-19, 2025
