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Monday, October 10
2:00 PM - 2:45 PM
Introduction to Dataverse Security with Dynamics 365 CRM
  • Monday, October 10:  2:00 PM - 2:45 PM
  • Room:   Coastal 9 - Convention Center, Level 2
  • Session Number:   659
Security is one of the most important components of administering your Dataverse environment. But where to begin? We will discuss the basics of permissions, roles, teams and more. Of course, this will be all topped off with best practices and tips for success! Complete Session Survey Here...
  • Intermediate
  • Live Demo

Session Details

Presenter
Ms  Kylie Kiser
Senior Solution Architect
Hitachi Solutions
Track(s)  SuperTrack(s):  Association  Handout(s) 
Monday, October 10
4:15 PM - 5:15 PM
Canvas and Model-driven apps and how to decide which one to use for Dynamics 365 CRM
  • Monday, October 10:  4:15 PM - 5:15 PM
  • Room:   Osceola 1 - Convention Center, Level 2
  • Session Number:   663
...

Session Details

  • Beginner
  • Live Demo
Presenter
Mr.  Blake Miller
Senior Solution Consultant
Arctic IT
Presenter
Sarah Jelinek
MVP, MCT, Enterprise Solution Architect
Arctic IT
Track(s)  SuperTrack(s):  Association  Handout(s) 
I'm a New Dynamics 365 CE (CRM) Admin … Now What?
  • Monday, October 10:  4:15 PM - 5:15 PM
  • Room:   Osceola 6 - Convention Center, Level 2
  • Session Number:   665
...

Session Details

  • Beginner
  • Fast Chat
Presenter
Malcolm McAuley
Sr. Business Solution Analyst
C5 Insight
Track(s)  SuperTrack(s):  Association 
Tuesday, October 11
9:40 AM - 10:40 AM
Business Rules, Business Process Flows, Calculated & Rollup Fields in Dynamic 365 CRM
  • Tuesday, October 11:  9:40 AM - 10:40 AM
  • Room:   Coastal 9 - Convention Center, Level 2
  • Session Number:   1041
...

Session Details

  • Intermediate
Presenter
Ashley Steiner, MVP
Independent Consultant
Track(s)  Association  Handout(s) 
Great Features in Dynamics 365 CE (CRM) You Might be Missing out on!
  • Tuesday, October 11:  9:40 AM - 10:40 AM
  • Room:   Suwannee 1 - Convention Center, Mezzanine
  • Session Number:   654
...

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) 
Tuesday, October 11
2:30 PM - 4:00 PM
Best Practices for Security Roles & Field Service Profiles in D365 CE (CRM)
  • Tuesday, October 11:  2:30 PM - 4:00 PM
  • Room:   Suwannee 1 - Convention Center, Mezzanine
  • Session Number:   560
Don’t be overwhelmed when setting up security for your organization. There is a persistent pattern of confusion around the concept of security roles and Field Security Profile that will be discussed in depth. Complete Session Survey Here...
  • Advanced
  • Panel

Session Details

Presenter
Kevin Razavi
Solution Architect, Dynamics 365 Field Service
Ludia Consulting
Track(s)  SuperTrack(s):  Association  Handout(s) 
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
      2:00 PM - 2:45 PM
      Our Favorite Tools in the Dynamics 365 CRM (XRM) Toolbox
      • Wednesday, October 12:  2:00 PM - 2:45 PM
      • Room:   Lafayette 4 - Convention Center, Mezzanine
      • Session Number:   712
      Everyone who has administered or configured Dynamics 365 "CRM" for any length of time has used tools from the XRMToolbox to help perform annoying or sometimes otherwise impossible tasks. In our interactive session, the hosts of the Dynamics Hotdish podcast will share some of our all-time favorite tools and demo...
      • Intermediate
      • Live Demo

      Session Details

      Presenter
      Ashley Steiner, MVP
      Independent Consultant
      Presenter
      Liz McGlennen
      Executive Director
      TechFluent
      Track(s)  SuperTrack(s):  Association  Handout(s) 
      Wednesday, October 12
      2:00 PM - 3:30 PM
      Replace Your Dialogs: Integrate Canvas Apps into Dynamics 365 CRM
      • Wednesday, October 12:  2:00 PM - 3:30 PM
      • Room:   Desoto 5 - Convention Center, Mezzanine
      • Session Number:   664
      Canvas Apps can significantly extend the functionality Dynamics 365 CE as well as Model-Driven Apps built on the Dataverse. Perhaps more importantly, both Dialogs and Task Flows are deprecated and may no longer be available in future versions. In this session we will look at a few common Dialog and...
      • Intermediate
      • Fast Chat

      Session Details

      Presenter
      Patrick Wright
      Senior Solution Architect
      C5 Insight
      Track(s)  SuperTrack(s):  Association 
      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
      10:00 AM - 11:00 AM
      60 Tips in 60 Minutes for Dynamics 365 CRM
      • Thursday, October 13:  10:00 AM - 11:00 AM
      • Room:   Suwannee 2 - Convention Center, Mezzanine
      • Session Number:   557
      ...

      Session Details

      • Beginner
      • Fast Chat
      Presenter
      Heidi Neuhauser
      Partner
      Reenhanced
      Presenter
      Ms  Kylie Kiser
      Senior Solution Architect
      Hitachi Solutions
      Track(s)  SuperTrack(s):  Association  Handout(s) 
      Power Automate for the Workflow Lover
      • Thursday, October 13:  10:00 AM - 11:00 AM
      • Room:   Escambia - Convention Center, Mezzanine
      • Session Number:   672
      ...

      Session Details

      • Beginner
      • Live Demo
      Presenter
      Britta Rekstad
      Executive Director
      The Pivot Program
      Track(s)  SuperTrack(s):  Association 
      Thursday, October 13
      11:15 AM - 12:00 PM
      Dynamics 365 CRM System Admins: Navigating the Power Apps Admin Center
      • Thursday, October 13:  11:15 AM - 12:00 PM
      • Room:   Lafayette 2 - Convention Center, Mezzanine
      • Session Number:   658
      For many years, we've managed our D365 system settings in the "Classic Settings" area. But, Microsoft is moving everything to the Power Apps Admin Center. In this session, I will show you where everything you're used to using in D365 will be now be found. I will also show you...
      • Beginner
      • Live Demo

      Session Details

      Presenter
      Ashley Steiner, MVP
      Independent Consultant
      Track(s)  SuperTrack(s):  Association  Handout(s)