Tayna Regna, Engagement Manager, Western Computer, describes the various uses of Dynamics 365 CE/CRM.

Microsoft has released artificial intelligence and reporting apps for the Dynamics 365 CE product suite. These apps (Sales Insights, Customer Insights and Customer Service Insights) bring a wealth of decision-support power to Dynamics 365 users. But they can be overwhelming and challenging to understand. In this session we will explain each of the Insights apps, what they do, when to use them, and deliver over a dozen "bite sized demos" you can reference after the session to dive deeper.

It's easy to silo marketing and sales teams, but sales and marketing alignment works best when both teams are working with the same information. Whether you use Microsoft Dynamics CE, CRM or Sales, you can leverage your sales data as part of your marketing automation strategy and your marketing data to move prospects through the sales funnel. In this session, we will look at how sales teams can leverage the information marketing feeds into CRM and vice versa.

Ms. Laura Jacobowitz, Development/Technical Manager, Axtegrity Consulting, explains how to use Microsoft Dynamics 365 CRM Sales to organize non-profit volunteer activities.

There are many benefits to using Dynamics 365 CE/CRM. Mr. Scott LeFante and John Annunziato highlight three key benefits.

Poor data quality is an issue that continues to plague CRM systems. However, with the ever-increasing value placed on quality data, ensuring your Dynamics 365 Sales system is free of duplicates and contains quality data is essential to the success of your business.

The Dynamics 365 Customer Engagement (Field Services and Customer Service) has transformed Philadelphia Housing Development Corporation from an organization that had a patchwork of disconnected system to a modern, field enabled organization. This transformation allows PHDC to now spend more time focusing on their mission to help residents stay in their homes while supporting repairs that may be needed.

D365 Sales is the perfect platform to track members and contacts for your non-profit organization. Use it to store each member's interests, to cultivate prospects into new members, track events you have scheduled, and track fund raising campaigns. The integration with Power Platform to automate messages to members and the integration with Financial Systems such as D365 Business Central provides endless possibilities. Come see a custom product built on D365 Sales specific for non-profits.

Our panelists, even with their immense experience, still encounter failure when working with Dynamics 365 CRM or the Power Platform. Nothing ages a person faster than taking down production or deleting massive amounts of data. Panelists cry and laugh as they share similar experiences. Best of all, panelists also share their lessons learned and how to avoid the same pitfalls.

Harvard Business Review reports engaged digital leaders experience 10% acceleration in revenue growth. But the right kind of C-suite engagement has been an insurmountable hurdle for many projects. In this session you will learn the role of the C-suite in managing a CRM project and in using CRM to drive change within the business. Executives will leave knowing how to drive transformation by using the power of CRM. Project leaders will leave with a checklist for keeping C-suite engagement.

This session will explain the different deployment options for Dynamics 365 Project Operations. We will cover the capabilities of Project Operations on the Customer Engagement Platform and compare it to the functionality available in the Project Management Accounting functionality in Finance & Supply Chain Management. Experts from both product lines will be there to answer your questions.

Security is one of the most important components of administering your Dataverse environment. But where to begin? We will discuss the basics of permissions, roles, teams and more. Of course, this will be all topped off with best practices and tips for success!

Have you experienced the full power of the most recent Dynamics 365CE and Teams integrations? In this session you’ll get a rapid overview of document management integration, and a deeper dive into latest features such as: sharing records with non-CRM licensed users via Teams, making Teams chat available in D365CE, recording calls, measuring sentiment, and more. You’ll learn how these features reduce costs, improve collaboration and radically accelerate user productivity.

You were recently asked to be the Dynamics 365 CE Admin. Congratulations! But where to you begin? That's what we'll talk about in this session. We'll cover a roadmap for your first 2 years as the CRM Admin, the top 10 things to learn, and some of the hidden traps that new admins often fall into.

In this session Dian will be speaking on some of the best new features and updates in Dynamics 365 CE. She will discuss updates in Dynamics 365 Sales, Dynamics 365 Customer Service, and Dynamics 365 Field Service, and of course there will be plenty of demos!

When users are creating an app, they offered a choice between creating a Model-driven or Canvas app. In this session, Blake and Sarah will offer some guidance on how to choose the right app for the occasion. They will demonstrate how to use existing tools to help quickly build and deploy either app for immediate use.

There are many ways to enter and get data into Business Central. Most companies are still manually entering data and creating many hours of tedious work. In this session, I will cover how to automate Business Central using the free tools available through the Microsoft platform to ease the burden of data entry and wow your co-workers!

Much focus, resources and planning are built into enterprise implementation projects. Diverse teams come together to tackle huge challenges, all with the focus on a successful go-live. What happens AFTER go-live? Where does all that momentum on elevating efficiency and effectiveness go? Let’s share stories and discuss a simple blueprint for collaborative long-term continuous improvement for all your business processes, tools, and most importantly for the teams that leverage them.

In this session, Microsoft MVP Scott LeFante and John Annunziato will discuss how Customer Service, Field Service and Project Operations, when implemented together, can compliment one another and provide a holistic service view. Scott and John will also discuss when best to utilize each of the three areas and demonstrate how you integrate the three areas within Dynamics to revolutionize your customer experience.