Select Criteria: Association = D365 CE/CRM- Sales
Monday, October 10
4:15 PM - 5:15 PM
  • Monday, October 10:  4:15 PM - 5:15 PM
  • Room:   Osceola 5 - Convention Center, Level 2
In this session, Microsoft MVP Scott LeFante and John Annunziato will discuss how Customer Service, Field Service and Project Operations, when implemented together, can compliment one another and provide a holistic service view. Scott and John will also discuss when best to utilize each of the three areas and demonstrate...
  • Advanced
  • Live Demo

Session Details

Presenter
John Annunziator
Director, Project Operations Lead
RSM US LLP
Presenter
Mr.  Scott LeFante
Director, Field Service Practice Lead
RSM US LLP
Track(s)  SuperTrack(s):  Association 
Tuesday, October 11
9:40 AM - 10:40 AM
  • Tuesday, October 11:  9:40 AM - 10:40 AM
  • Room:   Escambia - Convention Center, Mezzanine
It's easy to silo marketing and sales teams, but sales and marketing alignment works best when both teams are working with the same information. Whether you use Microsoft Dynamics CE, CRM or Sales, you can leverage your sales data as part of your marketing automation strategy and your marketing data...
  • Intermediate
  • Live Demo

Session Details

Co-Presenter
Monica Hoyer
Marketing Director
emfluence
Co-Presenter
Rick McCutcheon
Microsoft Dynamics 365 MVP and Host
PartnerTalks
Track(s)  SuperTrack(s):  Association  Handout(s) 
Tuesday, October 11
11:00 AM - 12:00 PM
  • Tuesday, October 11:  11:00 AM - 12:00 PM
  • Room:   Desoto 3 - Convention Center, Mezzanine
  • Beginner
  • Panel
Presenter
Emily Boiteau
CRM Consultant
Catapult ERP
Track(s)  SuperTrack(s):  Association 
  • Tuesday, October 11:  11:00 AM - 12:00 PM
  • Room:   Desoto 5 - Convention Center, Mezzanine
  • Advanced
  • Live Demo
Presenter
Ms  Marie Wiese
President
Marketing CoPilot
Track(s)  SuperTrack(s):  Association 
Tuesday, October 11
2:30 PM - 4:00 PM
  • Tuesday, October 11:  2:30 PM - 4:00 PM
  • Room:   Palm Beach - Hotel, Emerald Bay, Atrium Level
As the Mixed Reality landscape continues to develop we are seeing it start to be leveraged in more and more applications. During this session we will review how D365 Field Service is leveraging Guides and Remote Assist....
  • Intermediate
  • Live Demo

Session Details

Presenter
Marcus Raddatz
Presales Solution Architect
Hitachi Solutions
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
    3:00 PM - 4:00 PM
    • Wednesday, October 12:  3:00 PM - 4:00 PM
    • Room:   Lafayette 5 - Convention Center, Mezzanine
    • Beginner
    • Fast Chat
    Presenter
    Geoff Ables
    Managing Partner
    C5 Insight
    Track(s)  SuperTrack(s):  Association 
    • Wednesday, October 12:  3:00 PM - 4:00 PM
    • Room:   Lafayette 3 - Convention Center, Mezzanine
    • Beginner
    • Live Demo
    Co-Presenter
    Katie Soderberg
    Co-Presenter
    Rod O'Connor
    Jack of all trades
    eOne Integrated Business Solutions
    Track(s)  SuperTrack(s):  Association 
    • Wednesday, October 12:  3:00 PM - 4:00 PM
    • Room:   Suwannee 1 - Convention Center, Mezzanine
    • Intermediate
    • Live Demo
    Presenter
    Ms  Mealanie Phillion
    D365 Solution Architect
    Ludia Consulting
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Thursday, October 13
    9:00 AM - 9:45 AM
    • Thursday, October 13:  9:00 AM - 9:45 AM
    • Room:   Desoto 1 - Convention Center, Mezzanine
    • Intermediate
    • Live Demo
    Presenter
    Ms  Dian Taylor
    D365 CE Presales Director & Microsoft MVP
    RSM US LLP
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    • Thursday, October 13:  9:00 AM - 9:45 AM
    • Room:   Suwannee 1 - Convention Center, Mezzanine
    • Beginner
    • Live Demo
    Presenter
    Kellen Riley
    Senior Technical Consulting Manager
    Syvantis Technologies, Inc.
    Track(s)  SuperTrack(s):  Association 
    Thursday, October 13
    11:15 AM - 12:00 PM
    • Thursday, October 13:  11:15 AM - 12:00 PM
    • Room:   Citrus - Convention Center, Level 2
    D365 Sales is the perfect platform to track members and contacts for your non-profit organization. Use it to store each member's interests, to cultivate prospects into new members, track events you have scheduled, and track fund raising campaigns. The integration with Power Platform to automate messages to members and the...
    • Beginner
    • Live Demo

    Session Details

    Presenter
    Ms  Laura Jacobowitz
    Development/Technical Manager
    Axtegrity Consulting
    Track(s)  SuperTrack(s):  Association