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Monday, October 10
12:15 PM - 12:45 PM
New to Summit for Dynamics 365 F&O and CE (AX and CRM) Users
  • Monday, October 10:  12:15 PM - 12:45 PM
  • Room:   Coastal A - Convention Center, Level 2
  • Session Number:   681
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
FCS
Track(s)  SuperTrack(s):  Association  Handout(s) 
Monday, October 10
1:00 PM - 1:45 PM
Have You Seen This???! Exciting New Features in 2022 Wave 2 for Dynamics 365 CE (CRM)!
  • Monday, October 10:  1:00 PM - 1:45 PM
  • Room:   Osceola 1 - Convention Center, Level 2
  • Session Number:   639
...

Session Details

  • Intermediate
  • Live Demo
Presenter
Ms  Dian Taylor
D365 CE Presales Director & Microsoft MVP
RSM US LLP
Track(s)  SuperTrack(s):  Association  Handout(s) 
Top Skills for the Dynamics 365 CE (CRM) Functional Consultant
  • Monday, October 10:  1:00 PM - 1:45 PM
  • Room:   Osceola 2 - Convention Center, Level 2
  • Session Number:   644
...

Session Details

  • Intermediate
  • Fast Chat
Presenter
Mallory Lawhorne
Consultant
Microsoft
Track(s)  SuperTrack(s):  Association  Handout(s) 
Monday, October 10
2:00 PM - 2:45 PM
Teams and Dynamics 365 CE (CRM) … Sittin' in a Tree
  • Monday, October 10:  2:00 PM - 2:45 PM
  • Room:   Osceola 6 - Convention Center, Level 2
  • Session Number:   643
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
Dynamics 365 CRM: Insights, Sales, Customer, and Service … Oh My!
  • Tuesday, October 11:  11:00 AM - 12:00 PM
  • Room:   Lafayette 1 - Convention Center, Mezzanine
  • Session Number:   640
...

Session Details

  • Intermediate
  • Fast Chat
Presenter
Patrick Wright
Senior Solution Architect
C5 Insight
Track(s)  SuperTrack(s):  Association 
Killing the Spreadsheet: How D365 CE (CRM) and Power BI are Transforming the Construction Industry!
  • Tuesday, October 11:  11:00 AM - 12:00 PM
  • Room:   Suwannee 1 - Convention Center, Mezzanine
  • Session Number:   637
...

Session Details

  • 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) 
Snail Mail, Turbocharged - A Power Platform and Dynamics 365 CRM Case Study
  • Tuesday, October 11:  11:00 AM - 12:00 PM
  • Room:   Desoto 1 - Convention Center, Mezzanine
  • Session Number:   977
...

Session Details

  • 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
8:00 AM - 9:15 AM
Keynote with Ryan Holiday-Coping with Complexity: The Strategy to Deliver Results in the Face of Obstacles
  • Wednesday, October 12:  8:00 AM - 9:15 AM
  • Room:   Osceola CD - Convention Center, Level 2
  • Session Number:   1032
Complexity can be found in nearly all areas of life, and without looking too hard. If you allow this entanglement to take over, you lose – a lot. Whether you are facing personal or business complexity (and let’s be honest most of us live in a world that has both...

    Session Details

    Presenter
    Ryan Holiday
    Track(s)  Association 
    Wednesday, October 12
    9:30 AM - 10:30 AM
    Microsoft Dynamics 365 CE (CRM) General Session
    • Wednesday, October 12:  9:30 AM - 10:30 AM
    • Room:   Osceola CD - Convention Center, Level 2
    • Session Number:   1037
    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

      Presenter
      Heidi Neuhauser
      Partner
      Reenhanced
      Presenter
      Jonas Rapp
      Microsoft MVP, Power Platform and Dynamics 365 development nerd
      CRMK
      Presenter
      Ms  Kylie Kiser
      Senior Solution Architect
      Hitachi Solutions
      Host
      Pam Misialek
      Community Director
      Dynamic Communities
      Presenter
      Sarah Jelinek
      MVP, MCT, Enterprise Solution Architect
      Arctic IT
      Presenter
      William McLendon
      Solution Architect
      Hitachi Solutions America
      Track(s)  SuperTrack(s):  Association 
      Wednesday, October 12
      12:15 PM - 1:15 PM
      Maps for Dynamics 365 CRM and Dataverse: Locational-Intelligence Engine – Radius-search, Routing, Appointment-Planning, Territory-Management, etc. - Presented-by Inogic
      • Wednesday, October 12:  12:15 PM - 1:15 PM
      • Room:   Coastal 7 - Convention Center, Level 2
      • Session Number:   1011
      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 
      Return to SearchInogic
      Wednesday, October 12
      2:00 PM - 2:45 PM
      Operation Project Management - Dynamics 365 CRM to the Rescue
      • Wednesday, October 12:  2:00 PM - 2:45 PM
      • Room:   Desoto 4 - Convention Center, Mezzanine
      • Session Number:   641
      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. Complete Session Survey Here...
      • Beginner
      • Live Demo

      Session Details

      Presenter
      Brian L. Mullinax
      Senior Manager, Application Managed Services
      Armanino, LLP
      Track(s)  SuperTrack(s):  Association  Handout(s) 
      Wednesday, October 12
      2:00 PM - 3:30 PM
      Throwing Colocation out the Window; How a Geographically Diverse Dynamics 365 CRM Agile Team Drives Innovation/ROI
      • Wednesday, October 12:  2:00 PM - 3:30 PM
      • Room:   Citrus - Convention Center, Level 2
      • Session Number:   552
      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
      Power BI: It's Not Just for Data Nerds
      • Wednesday, October 12:  3:00 PM - 4:00 PM
      • Room:   Lafayette 3 - Convention Center, Mezzanine
      • Session Number:   801
      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! Complete Session Survey Here...
      • Beginner
      • Live Demo

      Session Details

      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
      Project Ops vs Project Management and Accounting, which Product is Right for your Business with Dynamics 365 CE (CRM)?
      • Thursday, October 13:  9:00 AM - 9:45 AM
      • Room:   Lafayette 1 - Convention Center, Mezzanine
      • Session Number:   793
      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
      Decrease Support Headaches in Dynamics 365 with Contextualized Support and Training
      • Thursday, October 13:  10:00 AM - 11:00 AM
      • Room:   Suwannee 1 - Convention Center, Mezzanine
      • Session Number:   1099
      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
      Mr.  Asif Rehmani
      CEO
      VisualSP
      Track(s)  SuperTrack(s):  Association  Handout(s)