Select Criteria: Association = D365 CE/CRM- General
Monday, October 10
12:15 PM - 12:45 PM
  • Monday, October 10:  12:15 PM - 12:45 PM
  • Room:   Coastal A - Convention Center, Level 2
Are you looking for guidance on how to maximize your investment/time over your next few days at Community Summit? If so, this session will provide a variety of tips and lessons learned from a panel of Community Summit veterans to ensure you leave the conference with the tools you need...
  • Beginner
  • Panel

Session Details

Presenter
Chuck Ingram
Founder and CEO
CongruentX
Presenter
Dan Madden
Director, CRM
Ascensus
Presenter
Ms  Dian Taylor
D365 CE Presales Director & Microsoft MVP
RSM US LLP
Presenter
Diane Taylor
Manager of Implementation and Adoption
Synergy Credit Union
Presenter
Rick McCutcheon
Microsoft Dynamics 365 MVP and Host
PartnerTalks
Track(s)  SuperTrack(s):  Association 
Monday, October 10
1:00 PM - 1:45 PM
  • Monday, October 10:  1:00 PM - 1:45 PM
  • Room:   Osceola 1 - Convention Center, Level 2
  • Intermediate
  • Live Demo
Presenter
Ms  Dian Taylor
D365 CE Presales Director & Microsoft MVP
RSM US LLP
Track(s)  SuperTrack(s):  Association  Handout(s) 
  • Monday, October 10:  1:00 PM - 1:45 PM
  • Room:   Osceola 2 - Convention Center, Level 2
  • Intermediate
  • Fast Chat
Presenter
Mallory Lawhorne
Consultant
Microsoft
Track(s)  SuperTrack(s):  Association 
Monday, October 10
2:00 PM - 2:45 PM
  • Monday, October 10:  2:00 PM - 2:45 PM
  • Room:   Osceola 6 - Convention Center, Level 2
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,...
  • Beginner
  • Live Demo

Session Details

Presenter
Malcolm McAuley
Sr. Business Solution Analyst
C5 Insight
Track(s)  SuperTrack(s):  Association 
Tuesday, October 11
11:00 AM - 12:00 PM
  • Tuesday, October 11:  11:00 AM - 12:00 PM
  • Room:   Lafayette 1 - Convention Center, Mezzanine
  • Intermediate
  • Fast Chat
Presenter
Patrick Wright
Senior Solution Architect
C5 Insight
Track(s)  SuperTrack(s):  Association 
  • Tuesday, October 11:  11:00 AM - 12:00 PM
  • Room:   Suwannee 1 - Convention Center, Mezzanine
  • Intermediate
  • Fast Chat
Co-Presenter
Tim White
Director of Strategic Initiatives
Cargas Systems
Co-Presenter
Tyler Lambert
Systems Consultant
Track(s)  SuperTrack(s):  Association  Handout(s) 
  • Tuesday, October 11:  11:00 AM - 12:00 PM
  • Room:   Desoto 1 - Convention Center, Mezzanine
  • Advanced
  • Live Demo
Co-Presenter
Aaron Grahl
Director, Technology Consulting
RSM
Co-Presenter
Luke Grindahl
Technology Consultant
RSM
Track(s)  SuperTrack(s):  Association 
Wednesday, October 12
9:30 AM - 10:30 AM
  • Wednesday, October 12:  9:30 AM - 10:30 AM
  • Room:   Osceola CD - Convention Center, Level 2
Join other Microsoft Dynamics CE/CRM users at Summit at the CE/CRM General Session as we talk all things product release, project roadmaps, and strategy! At this general session, we are also going to be doing an All-Star Awards ceremony to recognize our community leaders. Lastly, bring your best customer highlights...

    Session Details

    Host
    Pam Misialek
    Community Director
    Dynamic Communities
    Track(s)  SuperTrack(s):  Association 
    Wednesday, October 12
    12:15 PM - 1:15 PM
    • Wednesday, October 12:  12:15 PM - 1:15 PM
    • Room:   Coastal 7 - Convention Center, Level 2
    The location component of data empowers a business to level up its day-to-day performance to a brand-wide growth strategy. Everyday tasks such as lead generation, targeted marketing, sales area planning, client complaint resolution, and more could be analyzed, strategized, and resolved differently using a geo-mapping solution integrated within Dynamics 365...
    • Partner Solutions Showcase

    Session Details

    Presenter
    Roohi Shaikh
    CEO, Inogic
    Track(s)  Association 
    Sponsored byInogic
    Wednesday, October 12
    2:00 PM - 2:45 PM
    • Wednesday, October 12:  2:00 PM - 2:45 PM
    • Room:   Desoto 4 - Convention Center, Mezzanine
    During this live demo, users will be lead through a project cycle from sales win to project completion. All within the Dynamics Project Operations module. This includes all aspects of project set-up, resource assignments, milestone tracking, and progress billing....
    • Beginner
    • Live Demo

    Session Details

    Presenter
    Brian L. Mullinax
    Senior Manager, Application Managed Services
    Armanino, LLP
    Track(s)  SuperTrack(s):  Association 
    Wednesday, October 12
    2:00 PM - 3:30 PM
    • Wednesday, October 12:  2:00 PM - 3:30 PM
    • Room:   Citrus - Convention Center, Level 2
    This member showcase presented by the CRM Team at Ascensus will cover tips and lessons learned from having years of experience working remotely. In today’s post-pandemic world, many firms are still working remotely, and this session will offer invaluable insights from a team who has been working remotely for years....
    • Beginner
    • Panel

    Session Details

    Presenter
    Amanda Germann
    Business Analyst
    Ascensus
    Moderator
    Dan Madden
    Director, CRM
    Ascensus
    Presenter
    Jay Murphy
    Senior Product Administrator - CRM
    Ascensus
    Presenter
    John Garcia
    Senior Software Engineer
    Ascensus
    Presenter
    Jon Randall
    Application Architect
    Ascensus
    Presenter
    Karen Shiver
    Presenter
    Monica Stehr
    Product Owner
    Ascensus
    Presenter
    Stephanie Conklin
    Senior Software Quality Analyst
    Ascensus
    Presenter
    Steven Powers
    Presenter
    Tatjana Taleff, MBA SheHerHers
    Product Administrator
    Ascensus
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Wednesday, October 12
    3:00 PM - 4:00 PM
    • Wednesday, October 12:  3:00 PM - 4:00 PM
    • Room:   Lafayette 3 - Convention Center, Mezzanine
    Ever wonder how your organization can use Power BI?  Come learn about Power BI and how to access your Dynamics 365 Business Central data.  We'll cover how to build basic reports and dashboards and have fun while doing it!...
    • Beginner
    • Live Demo

    Session Details

    Co-Presenter
    Katie Soderberg
    Co-Presenter
    Rod O'Connor
    Jack of all trades
    eOne Integrated Business Solutions
    Track(s)  SuperTrack(s):  Association 
    Thursday, October 13
    9:00 AM - 9:45 AM
    • Thursday, October 13:  9:00 AM - 9:45 AM
    • Room:   Lafayette 1 - Convention Center, Mezzanine
    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...
    • Beginner
    • Live Demo

    Session Details

    Presenter
    Mr.  Arush Kuthiala
    Consultant - D365
    Western Computer
    Presenter
    Ms  Tanya Regna
    Engagement Manager
    Western Computer, Inc.
    Track(s)  SuperTrack(s):  Association 
    Thursday, October 13
    10:00 AM - 11:00 AM
    • Thursday, October 13:  10:00 AM - 11:00 AM
    • Room:   Suwannee 1 - Convention Center, Mezzanine
    The built in Microsoft Dynamics 365 training and support leaves a lot to be desired. It is not targeted for Dynamics 365 users but instead only helps the admins. This in turn hurts user adoption unfortunately because users cannot find what they need at their moment of need. The good...
    • Intermediate

    Session Details

    Presenter
    Asif Rehmani
    VisualSP
    Track(s)  SuperTrack(s):  Association