Customer Engagement - DynamicsCon
DynamicsCon September 20 - 23, 2021

Customer Engagement

Speaker Highlight!

See the DynamicsCon presenters for the Customer Engagement track listed below. Session times displayed in Eastern Daylight Time (EDT) | GMT-05:00.

View the full listing of sessions on the AGENDA page.

Heather Newman, Principal PM Manager, Microsoft & Jon Stypula, Dynamics Enthusiast, Dynamics User Group

Microsoft Fireside Discussion

Tuesday, 16 of March
6:00 PM – 7:00 PM

We have a uniquely engaging session to end Day 1 of DynamicsCon! Join Heather Newman from Microsoft’s Power Platform and Dynamics 365 Community Success Team, and Jon Stypula as they discuss the Microsoft vision for community. This is an informational session and an opportunity for you to connect directly with Microsoft to get your community questions answered.

Chad Althaus, Solution Architect Low Code Digital Transformation, Bray International, Inc.

Automation in the Dataverse

Tuesday, 16th of March
4:00 PM – 5:00 PM

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In this session we’ll discuss how to build automated processes for your Dataverse solutions. We’ll go from basic to somewhat more advanced, covering a range of questions that newbies and D365CE veterans alike can benefit from.

  • Power Automate or classic workflows?
  • Which Common Data Service connector?
  • How can I use the CDS(ce) connector successfully?

We’ll address everything you need to know to build flows like trigger components, lookup fields, bound/unbound actions, and common gotchas.

Asim Afridi, Sr Solution Architect, Dynamic Consulting

What it takes to be a Dynamics 365 Superhero

Tuesday, 16th of March
10:00 AM – 11:00 AM

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Do you imagine what super powers should I have so that one day you can also become a Dynamics 365 Superhero!

In this session, two seasoned Dynamics 365 veteran superheroes will tell you their own story along with tips and insights for you on what it takes to begin your own Dynamics 365 journey.

Asim Afridi is co-presenting this session with Ali Khan. Ali Khan is an expert for Dynamics 365 CE and Asim Afridi comes with a lot experience on Dynamic 365 Finance and Supply Chain.

Christine Eltz, Customer Success Manager, ClickLearn

How to engage Millennials in your D365 solutions

Thursday, 18th of March
4:00 PM – 5:00 PM

With the Millennials making up a generation of 83 million users, you need to understand how to engage this type of user.

Ensure the successful onboarding of your Millennial users to your D365 solutions by creating content that addresses their unique learning styles and expectations.

Rob Fitzpatrick, Senior AX Solution Architect, Western Computer

Is Project Operations Right for Your Business?

Thursday, 18th of March
2:00 PM – 3:00 PM

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Has your “work from home” resulted in disconnected projects and teams?

Sales & account managers, project managers, resources, financials each have systems and tools separate from each other. Learn how you can overcome disparate systems and data silos in the day-to-day operation of your organization with Dynamics 365 Project Operations. Bring together all the facets in the life cycle of a project to the different personas within each project.

Adam Hallbeck, Pre-Sales Architect, Stoneridge Software

Engage Intelligently: Dynamics 365 Customer Insights and Marketing

Tuesday, 16th of March
2:00 PM – 3:00 PM

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The status quo of marketing automation is changing rapidly with Dynamics 365 Customer Insights and Dynamics 365 Marketing.

Join us to learn more about intelligent Segment building, Azure Data Lake exports, and more!

Mike Hastings, Principal Consultant, Blue Horseshoe Solutions

Things I Wish I Knew When I Did Not Know What I Should Know

Wednesday, 17th of March
11:00 AM – 12:00 PM

There are many features inside and out of Dynamics that admins or consultants do not realize exist. This can range from the XRMToolbox, the depth of advanced find, or system/personal settings hidden in plain sight. I have had plenty of moments when I find something new that I should have been using from the start and I want to show people what they might be missing.

Target audience: System Admins/End Users and New-er consultants.

Justin Hesse, Software Engineer, MCA Connect

Dev 101 – An Introduction to Technical Development in Dynamics CE

Thursday, 18th of March
11:00 AM – 12:00 PM

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In this session we will:

  1. Give a high level overview of the different development options every developer needs to know: scripting, plugins, workflows, Power Automate, and business rules. and how to decide which one to use for a given requirement.
  2. Review some of the most critical tools that every Dynamics CE developer needs to be familiar with, like: XrmToolBox, Ribbon Workbench, CRM RESTBuilder, XrmToolkit, and more.
  3. Provide resources to aid in learning more about CE development.

Jonathan Hoffman, Senior Consultant Dynamics 365 CE, Blue Horseshoe Solutions

Automate with Power: Workflows and The Functional Developer

Wednesday, 17th of March
4:00 PM – 5:00 PM

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This session will provide a look at CRM automation from a functional user’s standpoint – CRM workflows and PowerAutomate. In this session we will review the differences between real-time workflows, background workflows in CRM, and PowerAutomate Flows. Detailed topics include when to use a specific workflow type, practical application scenarios, and functionality demonstration. This session is intended for new to intermediate functional users and system administrators.

Dani Kahil, Solution Specialist, Empired Ltd

7 Key tips for REQUIREMENTS elicitation in Dynamics 365

Wednesday, 17th of March
5:00 PM – 6:00 PM

Join me in this session to learn about my tips and techniques when eliciting requirements from business stakeholders.

Good requirement elicitation will help you:

  1. Make sure you get the true picture of what needs to be implemented.
  2. Determine the complexity of requirements by validating details.
  3. Pick inconsistencies or ambiguity in requirements so that they can be clarified sooner rather than later.

John Kegel, CRM/D365 Sr. Consultant, Western Computer

Benefits of Using Teams as Part of Your Customer Engagement Strategy

Tuesday, 16th of March
1:00 PM – 2:00 PM

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How to use integrated Microsoft Teams to enhance your Customer Service team and their collaboration efforts.

Ali Khan, Practice Lead, Velrada & Asim Afridi, Sr Solution Architect, Dynamic Consulting

What it takes to be a Dynamics 365 Superhero

Tuesday, 16th of March
10:00 AM – 11:00 AM

Do you imagine what super powers should I have so that one day you can also become a Dynamics 365 Superhero!

In this session, two seasoned Dynamics 365 veteran superheroes will tell you their own story along with tips and insights for you on what it takes to begin your own Dynamics 365 journey.

Ali Khan is co-presenting this session with Asim Afridi, Senior Director, Dynamic Consulting.

Sara Jo Larsen, Solution Architect, Stoneridge Software

Dynamics 365 Field Service Focus: Remote Assist for Field Technicians

Thursday, 18th of March
1:00 PM – 2:00 PM

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Whether you’re training new field techs or helping out your seasoned vets, the need for real-time collaboration and support for your resources in the field is greater than ever. Using Dynamics 365 Field Service and Remote Assist, you can empower your team with AR-equipped mobile solutions to make sure there’s no downtime in providing on-site service. We’ll cover D365 Remote Assist device options, application features, integrating with D365 Field Service, and take look at Remote Assist in action.

Eric Lin, Senior Manager, Protiviti

Power Apps Portal Integration with Dynamics 365 CE

Thursday, 18th of March
5:00 PM – 6:00 PM

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Power Apps Portal complements and integrates seamlessly with Dynamics 365 CE. Customers and partners can build no code/low-code, responsive websites, which allow external users to interact with data in Dynamics 365 CE. This overview session will walk you through how to integrate Power Apps Portal with a Dynamics 365 CE instance, and how to easily/quickly configure forms and views on the portal.

Liz McGlennen, Business Analyst/Consultant, Lizard Consulting

New Sales Features – How Do I Catch Up?

Tuesday, 16th of March
5:00 PM – 6:00 PM

Your sales team has been using Dynamics 365 CE/CRM for a while now and Microsoft has released some new features you’d like to take advantage of. The problem is, there are some other foundational features from the last few years that you still aren’t using, so how can you get the newest things if you’re missing some of the basics?

In our session, we’ll discuss the problem of a lagging sales deployment and how best to do a bit of catch up and give your sales users the things they’ve been asking.

The session is co-presented with Ashley Steiner, D365 CE Administrator, Flex Technology Group.

Heidi Neuhauser, Director, CRM Projects, reenhanced

Dynamics 365 CRM System Administrator How To Guide

Wednesday, 17th of March
2:00 PM – 3:00 PM

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There are many tasks assigned to a System Administrator. We could spend all DynamicsCon 2021 going through each of them. Instead, we will highlight a few of the tasks you will use often that make a big impact for your users.

These include working with solutions, modifying system views, creating new system views, editing fields, adding fields, working with forms, editing quick find for entities, updating fields and entities used in global search. This session will be a combination of teaching you how to do these and showing you how to do them in a demo environment.

Tricia Sinclair, D365 CE Consultant, Avanade

OmniChannel: Behind the Scenes

Tuesday, 16th of March
11:00 AM – 12:00 PM

Join me to go from 0 to Hero with OmniChannel. In this session, I’ll be setting up Omni Channel to have working chat and voice capabilities!

You’ll be able to see:

  • how to set up the base configuration needed for OmniChannel (users, queues and presence)
  • how to create and configure a chat widget
  • how to link a power virtual agent bot to OmniChannel
  • how to set up and configure OmniChannel voice

Dian Taylor, Director Presales, @ RSM US

D365 Sales & Linkedin Sales Navigator Together

Wednesday, 17th of March
1:00 PM – 2:00 PM

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In this session I will discuss how the integration between Linkedin Sales Navigator and Dynamics 365 works, the features available and how to set it up.

Audrey Vavrosky, Senior Consultant, MCA Connect

Work wisely with XrmToolbox

Wednesday, 17th of March
10:00 AM – 11:00 AM

Tired of setting up view columns? Taking too long to investigate security role discrepancies? Spent over an hour triggering on-demand workflows… 250 records at a time?

Hold on to your hats and be prepared to get introduced to a series of tools to take your productivity to the next level.

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