A D365 CE Functional Consultant’s Path to AI in the Microsoft Ecosystem
Session Overview: “AI is no longer a future concept in Dynamics 365 Customer Engagement. It is already embedded across D365 Sales, Customer Service, Dataverse, and the Power Platform. For functional consultants and non-technical makers, this shift can feel overwhelming. Where do you start, and what do you truly need to understand?
This session provides a practical, beginner-friendly on-ramp to AI in the Microsoft ecosystem, specifically through the lens of a D365 CE functional consultant. This is not a deep technical session on math or machine learning models. Instead, it focuses on the knowledge functional consultants already have and how to expand that foundation to confidently work with AI.
We will explore three critical pillars for AI success:
Data: How Dataverse design, data quality, and security context directly impact AI outcomes.
Scenarios: Identifying the right use cases for AI across Sales and Customer Service, and knowing when traditional business logic is still the better choice.
Guardrails: Governance, transparency, and responsible AI practices that build trust with users and stakeholders.
Attendees will leave with a clear understanding of how AI fits into D365 CE today, how to talk about it credibly with clients, and how to position themselves as trusted advisors in an AI-infused ecosystem.
If you are a functional consultant or Power Platform maker who is new to implementing AI, this session will help you realize that AI should not feel intimidating. You are already capable, and this is the next natural step in your D365 CE journey.”
Learning Objectives:
- Data: How Dataverse design, data quality, and security context directly impact AI outcomes.
- Scenarios: Identifying the right use cases for AI across Sales and Customer Service, and knowing when traditional business logic is still the better choice.
- Guardrails: Governance, transparency, and responsible AI practices that build trust with users and stakeholders.
Speakers: Jenny Cuevas
Recorded at: Community Summit NA 2026
Type: Education Session
Ability Level: 101 – Beginner
Primary Product: Dynamics 365 CE (CRM)
Tracks: Artificial Intelligence (AI), Automation, Customer Service
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
