DynamicsCon Live May 2024

Copilot, ChatGPT and Generative AI: Step Into the Future

Discover the most transformative technology in many years – AI (in general) and Open AI specifically) – and learn how they’re revolutionizing the technology landscape. From application development to communication and research, you’ll see how AI is already changing the way we work and hear real-life stories of its impact. Get a glimpse into the future with Microsoft’s latest announcements and explore the possibilities of what’s to come in the next 3-5 years. Join us for a lively discussion, share your own stories, and hop on board the ride into the future of work.

You’ll walk away with practical tips to get started, and text prompts to:
•Aid you with writing everything from email, to generating blog topics, to writing articles for internal distribution
•Develop and comment code – even if you’re not a coder
•Create captivating images
•Use Microsoft’s latest AI integrations into Dynamics 365 CE, Teams and the Power Platform

In this session, we will review the various features that Customer Service provides to best care and your service your customers while also providing a great working experience for your agents.

Anyone who administers or configures a Dynamics 365 CE environment should be using XRMToolBox, no question. This session will strive to provide value to seasoned professionals and newbies alike, with a quick overview of what XRMToolBox provides and then we’ll all discuss some of our favorite tools. I’ll bring my favorites, but feel free to share yours as well!

Join us in this session to get started with Power Automate Desktop Flows, Microsoft’s Robotic Process Automation solution. During this session we will take a tour of the Power Automate Desktop application interface and capabilities, look at the available controls and discuss some of the basic concepts around Robotic Process Automation.

We will show you in a step-by-step demo how you can record user actions such as mouse clicks, keyboard use, and data entry, and then replay those actions to automate this process.

Join us in this session as we deploy and explore the components of the Power Platform Center of Excellence Starter Kit.

The Microsoft Power Platform CoE Starter Kit is a collection of components and tools that are designed to help you get started with developing a strategy for adopting and supporting Microsoft Power Platform, with a focus on Power Apps, Power Automate, and Power Virtual Agents.

In this session we’re going to compare Field Service and Connected Field Service. We’ll explore the customer journey and expand on the employee experience. See demos of creating a Work Order, Booking Resources, and other new features plus time for Q&A.

It’s easy to silo marketing and sales activity, but the real ROI for B2B organizations comes from the alignment of sales and marketing processes. Your business development efforts will work best when everyone is working with the same information. Whether you are new to Dynamics CE/CRM or your system has been up and running for several years, this session will help you to configure your CRM and marketing automation to
-map the modern B2B sales process and buyer journey
– align sales and marketing activities
– better measure marketing effectiveness
– improve reporting

Canvas Apps can significantly extend the functionality of Model-Driven Apps (including the Dynamics 365 CE apps). Perhaps more importantly, Dialogs and Task Flows are deprecated and may no longer be available in future versions.

In this session, you will learn the latest available methods and features for creating Canvas Apps to extend the functionality of Model-Driven apps by embedding them directly into your forms and navigation. You’ll walk away with over a dozen practical how-to video guides to bring back to the office!

This session is for those who are considering (or very new to) Dynamics 365 Marketing or want to expand their marketing to include loyalty programs and other integrated data.

Through brief demos and discussion, you’ll learn about segmentation, outbound email and SMS, customer journeys, events, web forms and pages, surveying, and tailoring Dynamics to include customer loyalty program data to accelerate your marketing programs.

Join me for this session where I will share my top tips for building PowerApps! This introductory session will help you: shorten your learning curve, build your confidence AND impress your boss 😊 If you are new to PowerApps or just looking for a few shortcuts that maybe you overlooked, this session is for you!

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