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Monday, October 10
8:00 AM - 12:00 PM
ACADEMY - Half-Day Rundown of Dynamics 365 Customer Engagement (CRM) Apps, Features, & Functions
  • Monday, October 10:  8:00 AM - 12:00 PM
  • Room:   St George 104 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   937
--- NOTE: This class is part of the Academy series of classes and requires a separate registration from Summit attendee registration.---- Fasten your seatbelts -it's going to be a rapid ride through Dynamics 365 including Sales, Customer Care, Marketing, Field Service, Project Operations, Omnichannel, Insights, Power Pages, the latest features, and...
  • Academy

Session Details

Presenter
Geoff Ables
Managing Partner
C5 Insight
Track(s)  SuperTrack(s):  Association 
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
Dynamics 365 CRM Training from the Weeds
  • Monday, October 10:  2:00 PM - 2:45 PM
  • Room:   Osceola 3 - Convention Center, Level 2
  • Session Number:   707
...

Session Details

  • Intermediate
  • Fast Chat
Presenter
Mr.  Jaquin Salazar
Sales Trainer
Texas Disposal Systems
Track(s)  SuperTrack(s):  Association 
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
...

Session Details

  • Intermediate
  • Live Demo
Presenter
Ms  Kylie Kiser
Senior Solution Architect
Hitachi Solutions
Track(s)  SuperTrack(s):  Association  Handout(s) 
Options to Connect and Deploy Power BI Reports Using Dynamics 365 CE (CRM) Data
  • Monday, October 10:  2:00 PM - 2:45 PM
  • Room:   Coastal 10 - Convention Center, Level 2
  • Session Number:   633
...

Session Details

  • Intermediate
  • Live Demo
Presenter
Evan Hopper
Senior Consultant - Data Analytics/BI
RSM US
Presenter
Kate DuVall
Senior Consultant - Data Analytics/BI
RSM US LLP
Track(s)  SuperTrack(s):  Association  Handout(s) 
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
...

Session Details

  • Beginner
  • Live Demo
Presenter
Malcolm McAuley
Sr. Business Solution Analyst
C5 Insight
Track(s)  SuperTrack(s):  Association 
Monday, October 10
3:00 PM - 4:00 PM
emfluence — The #1 Marketing Automation Platform for Power Apps
  • Monday, October 10:  3:00 PM - 4:00 PM
  • Room:   Coastal 1 - Convention Center, Level 2
  • Session Number:   992
Looking for a hassle-free yet powerful marketing automation platform for your Power Apps deployments? Join us to learn about emfluence, a real marketing automation solution that’s both easy to integrate and support. Deep enough to leverage data but built on a platform designed with a marketing user in mind, emfluence...
  • Partner Solutions Showcase

Session Details

Presenter
David Cacioppo
President & CEO
emfluence
Co-Presenter
Rick McCutcheon
Microsoft Dynamics 365 MVP and Host
FCS
Track(s)  Association 
Return to SearchEmfluence
Monday, October 10
4:15 PM - 5:15 PM
#LiveCode - Let's Build an XrmToolBox Tool on the Fly for Dynamics 365 CRM!
  • Monday, October 10:  4:15 PM - 5:15 PM
  • Room:   Coastal 9 - Convention Center, Level 2
  • Session Number:   553
...

Session Details

  • Advanced
  • Live Demo
Presenter
Jonas Rapp
Microsoft MVP, Power Platform and Dynamics 365 development nerd
CRMK
Track(s)  SuperTrack(s):  Association  Handout(s) 
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 
The Power of Three: Dynamics 365 CRM Customer Service, Project Operations, & Field Service
  • Monday, October 10:  4:15 PM - 5:15 PM
  • Room:   Osceola 5 - Convention Center, Level 2
  • Session Number:   660
...

Session Details

  • Advanced
  • Live Demo
Presenter
John Annunziato
Director, Project Operations Lead
RSM US LLP
Presenter
Mr.  Scott LeFante
Director, Field Service Practice Lead
RSM US LLP
Track(s)  SuperTrack(s):  Association  Handout(s) 
Tuesday, October 11
8:00 AM - 9:15 AM
Welcome Remarks and Keynote with Jeff Havens - Uncrapify Your Future
  • Tuesday, October 11:  8:00 AM - 9:15 AM
  • Room:   Osceola CD - Convention Center, Level 2
  • Session Number:   1104
Welcome Remarks: Hear about the Dynamic Communities strategy and what the future looks like with the User Group Expert Network. Official Summit Charity #WeStandWithUkraine: Many people in our community have been directly affected by the war in the Ukraine. Let's hear their story. Jeff Haven's Keynote - Uncrapify Your Future: If you’ve...

    Session Details

    Presenter
    Jeff Havens
    Founder
    The Jeff Havens Company
    Track(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) 
    Dynamics 365 CRM Field Service Inspections How To Create and Demonstrate
    • Tuesday, October 11:  9:40 AM - 10:40 AM
    • Room:   Desoto 5 - Convention Center, Mezzanine
    • Session Number:   661
    ...

    Session Details

    • Advanced
    • Live Demo
    Presenter
    Kevin Razavi
    Solution Architect, Dynamics 365 Field Service
    Ludia Consulting
    Track(s)  SuperTrack(s):  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) 
    How to Achieve Sales and Marketing Alignment with Microsoft Dynamics 365 CRM and Marketing Automation
    • Tuesday, October 11:  9:40 AM - 10:40 AM
    • Room:   Escambia - Convention Center, Mezzanine
    • Session Number:   653
    ...

    Session Details

    • Intermediate
    • Live Demo
    Co-Presenter
    Monica Hoyer
    Marketing Director
    emfluence
    Co-Presenter
    Rick McCutcheon
    Microsoft Dynamics 365 MVP and Host
    FCS
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Marketing Automation Side-by-Side: Dynamics 365 CRM Marketing and ClickDimensions
    • Tuesday, October 11:  9:40 AM - 10:40 AM
    • Room:   Desoto 3 - Convention Center, Mezzanine
    • Session Number:   722
    ...

    Session Details

    • Beginner
    • Live Demo
    Presenter
    Geoff Ables
    Managing Partner
    C5 Insight
    Track(s)  SuperTrack(s):  Association 
    New Microsoft Dynamics 365 and Teams Integrations
    • Tuesday, October 11:  9:40 AM - 10:40 AM
    • Room:   Suwannee 4 - Convention Center, Mezzanine
    • Session Number:   885
    ...

    Session Details

    • Beginner
    • Live Demo
    Presenter
    Lindsey Gorkowski
    Senior Solution Architect
    Centric Consulting
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Roadmap to Recovery: The Dynamics CRM Customer Engagement Annual Plan
    • Tuesday, October 11:  9:40 AM - 10:40 AM
    • Room:   St George 102 - Hotel, Emerald Bay, Atrium Level
    • Session Number:   708
    ...

    Session Details

    • Beginner
    • Fast Chat
    Presenter
    Tricia Desso-Cox
    Managing Director
    C5 Insight
    Track(s)  SuperTrack(s):  Association 
    Tuesday, October 11
    11:00 AM - 12:00 PM
    15 Fantastic User Adoption Tips for Dynamics 365 CRM
    • Tuesday, October 11:  11:00 AM - 12:00 PM
    • Room:   Escambia - Convention Center, Mezzanine
    • Session Number:   555
    ...

    Session Details

    • Beginner
    • Live Demo
    Presenter
    Heidi Neuhauser
    Partner
    Reenhanced
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Automate Prospect and Leads Engagement with Dynamics 365 CRM Marketing and Sales
    • Tuesday, October 11:  11:00 AM - 12:00 PM
    • Room:   Desoto 3 - Convention Center, Mezzanine
    • Session Number:   559
    ...

    Session Details

    • Beginner
    • Panel
    Presenter
    Emily Boiteau
    CRM Consultant
    Catapult ERP
    Track(s)  SuperTrack(s):  Association 
    Building the Right Data Model in Dynamics365 CRM for Sales and Marketing Teams
    • Tuesday, October 11:  11:00 AM - 12:00 PM
    • Room:   Desoto 5 - Convention Center, Mezzanine
    • Session Number:   651
    ...

    Session Details

    • Advanced
    • Live Demo
    Presenter
    Chuck Ingram
    Founder and CEO
    CongruentX
    Presenter
    Ms  Marie Wiese
    President
    Marketing CoPilot
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Dynamics 365 CRM Field Service Overview
    • Tuesday, October 11:  11:00 AM - 12:00 PM
    • Room:   Desoto 4 - Convention Center, Mezzanine
    • Session Number:   978
    ...

    Session Details

    • Beginner
    Presenter
    William McLendon
    Solution Architect
    Hitachi Solutions America
    Track(s)  SuperTrack(s):  Association 
    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 
    Integrating With Dynamics 365 CRM by Leveraging Azure
    • Tuesday, October 11:  11:00 AM - 12:00 PM
    • Room:   Osceola 5 - Convention Center, Level 2
    • Session Number:   717
    ...

    Session Details

    • Intermediate
    • Fast Chat
    Presenter
    John Yenter-Briars
    Software Engineer
    Root16
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    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 
    Transforming your Field Service Organization: Monetization and Servitization with Dynamics 365 CRM Field Service
    • Tuesday, October 11:  11:00 AM - 12:00 PM
    • Room:   Desoto 2 - Convention Center, Mezzanine
    • Session Number:   710
    ...

    Session Details

    • Intermediate
    • Live Demo
    Presenter
    Mr.  Scott LeFante
    Director, Field Service Practice Lead
    RSM US LLP
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Tuesday, October 11
    12:30 PM - 1:30 PM
    Rapid Dynamics 365 Migration: It’s not a Myth…it’s a Methodology!
    • Tuesday, October 11:  12:30 PM - 1:30 PM
    • Room:   Osceola A - Convention Center, Level 2
    • Session Number:   1023
    ATTENTION ALL LEGACY DYNAMICS USERS, this is your session! Dynamics 365 provides a secure, cost-effective cloud-based solution, but you must successfully deploy it to reap the benefits & value. Our panel will demystify the risk, time & disruption of a cloud migration. With the right partner, plan and methodology, your team...
    • Partner Solutions Showcase

    Session Details

    Presenter
    Chad Sogge
    EVP - Enavate Partner Services
    Enavate
    Presenter
    Chris Lavelle
    Vice President, Strategy
    Enavate
    Presenter
    Jennifer Ranz
    Product POD Leader
    Enavate
    Presenter
    Kevin Armstrong
    Global Enterprise Strategy Leader
    Enavate
    Track(s)  SuperTrack(s): 
    Return to SearchEnavate
    Tuesday, October 11
    2:30 PM - 4:00 PM
    #LiveCode - Let’s Build a Plugin Base Class on the Fly for Dynamics 365 CRM!
    • Tuesday, October 11:  2:30 PM - 4:00 PM
    • Room:   Lafayette 4 - Convention Center, Mezzanine
    • Session Number:   554
    ...

    Session Details

    • Beginner
    • Live Demo
    Presenter
    Jonas Rapp
    Microsoft MVP, Power Platform and Dynamics 365 development nerd
    CRMK
    Track(s)  SuperTrack(s):  Handout(s) 
    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
    ...

    Session Details

    • Advanced
    • Panel
    Presenter
    Kevin Razavi
    Solution Architect, Dynamics 365 Field Service
    Ludia Consulting
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Demystify Solution Deployment Behavior in Dynamics 365 CRM
    • Tuesday, October 11:  2:30 PM - 4:00 PM
    • Room:   Desoto 1 - Convention Center, Mezzanine
    • Session Number:   638
    ...

    Session Details

    • Intermediate
    • Fast Chat
    Presenter
    Rachel Espy
    Application Developer
    Cystic Fibrosis Foundation
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Dynamics 365 CRM Field Service and Mixed Reality
    • Tuesday, October 11:  2:30 PM - 4:00 PM
    • Room:   Palm Beach - Hotel, Emerald Bay, Atrium Level
    • Session Number:   455
    ...

    Session Details

    • Intermediate
    • Live Demo
    Presenter
    Marcus Raddatz
    Presales Solution Architect
    Hitachi Solutions
    Track(s)  SuperTrack(s):  Association 
    Early in Your Dynamics 365 CRM Journey? Ideas to Start Thinking about to Set up Future Success
    • Tuesday, October 11:  2:30 PM - 4:00 PM
    • Room:   Desoto 2 - Convention Center, Mezzanine
    • Session Number:   705
    ...

    Session Details

    • Beginner
    • Panel
    Presenter
    Chris Cognetta
    Chief Technology and Innovation Officer
    congruentX
    Presenter/Submitter
    Dan Madden
    Director, CRM
    Ascensus
    Co-Presenter
    Mr.  Ken Kelly
    President
    Kelly Roofing
    Presenter
    Rick McCutcheon
    Microsoft Dynamics 365 MVP and Host
    FCS
    Co-Presenter
    Teri Stora
    Product Owner Director
    Nexben
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    IoT/Connected Dynamics 365 CRM Field Service and the Positive Impact on your Organization and your Customers
    • Tuesday, October 11:  2:30 PM - 4:00 PM
    • Room:   Lafayette 1 - Convention Center, Mezzanine
    • Session Number:   656
    ...

    Session Details

    • Advanced
    • Live Demo
    Presenter
    Mr.  Scott LeFante
    Director, Field Service Practice Lead
    RSM US LLP
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    The Pros and Cons of Connecting any Marketing Automation Tool to Dynamics 365 CRM
    • Tuesday, October 11:  2:30 PM - 4:00 PM
    • Room:   Desoto 5 - Convention Center, Mezzanine
    • Session Number:   713
    ...

    Session Details

    • Intermediate
    • Fast Chat
    Presenter
    Ms  Marie Wiese
    President
    Marketing CoPilot
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    When we Fail, we Fail Big: Lessons of how to Succeed from Failure with Dynamics 365 CRM
    • Tuesday, October 11:  2:30 PM - 4:00 PM
    • Room:   Escambia - Convention Center, Mezzanine
    • Session Number:   649
    ...

    Session Details

    • Intermediate
    • Panel
    Panelist
    Mr.  Blake Miller
    Senior Solution Consultant
    Arctic IT
    Panelist
    Clarissa Simpson
    Microsoft Business Solutions MVP
    Ford Motor Company
    Moderator
    Sarah Jelinek
    MVP, MCT, Enterprise Solution Architect
    Arctic IT
    Panelist
    Seth Bacon
    Manager, Technology Consulting
    RSM US LLP
    Panelist
    Sheila Shahpari
    Founder/CEO
    Paritta Group Inc.
    Track(s)  SuperTrack(s):  Association 
    Tuesday, October 11
    2:30 PM - 3:30 PM
    The Dynamics 365 CRM Dynamic Duo – Data De-duplication and Data Governance
    • Tuesday, October 11:  2:30 PM - 3:30 PM
    • Room:   Citrus - Convention Center, Level 2
    • Session Number:   706
    Poor data quality is an issue that continues to plague CRM systems. However, with the ever-increasing value placed on quality data, ensuring your Dynamics 365 Sales system is free of duplicates and contains quality data is essential to the success of your business. We will look at the cause and...
    • Beginner
    • Live Demo

    Session Details

    Presenter
    Ryan Pennett
    VP of Business Development
    Paribus 365
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Tuesday, October 11
    4:00 PM - 5:00 PM
    Microsoft MVP Cocktail Reception
    • Tuesday, October 11:  4:00 PM - 5:00 PM
    • Room:   Expo Floor - Convention Center, Level 1, UGEN Lounge
    • Session Number:   1102
    Are you a Microsoft MVP? Please join us at the UG Expert Network Lounge as we celebrate our MVPs!  Cocktails and light hor d'ouevres will be provided. ...

      Session Details

      Track(s) 
      Tuesday, October 11
      5:30 PM - 7:00 PM
      Women In Tech
      • Tuesday, October 11:  5:30 PM - 7:00 PM
      • Room:   Expo Floor - Convention Center, Level 1
      • Session Number:   989
      Inspiring working women to successfully “fail forward” without the crash & burn while navigating the landscape of gender equality within business and technology. Keynote from Gayle Keller with support from Christine Bongard on “Sustainable Empowerment: Taking Calculated Risks in Your Career”. Real-world, practical, and inspiring discussions led Gayle joined by Ann D’Emilio of Vertex,...

        Session Details

        Co-Presenter
        Ann D’Emilo
        Channel Manager
        Vertex
        Panelist
        Cathy Richards-Ingram
        Audio Visual Systems Engineer
        Avalara
        Co-Presenter
        Gayle Keller
        Chief Reinvention Officer
        Gayle Keller LLC
        Panelist
        Jennifer Harris
        Founder CEO
        TMC
        Track(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
            10:45 AM - 11:45 AM
            CPR for Dynamics 365 CRM: 7 Habits of Effective CRM Projects
            • Wednesday, October 12:  10:45 AM - 11:45 AM
            • Room:   Citrus - Convention Center, Level 2
            • Session Number:   645
            ...

            Session Details

            • Beginner
            • Fast Chat
            Presenter
            Geoff Ables
            Managing Partner
            C5 Insight
            Track(s)  SuperTrack(s):  Association 
            Crash Course on REST APIs
            • Wednesday, October 12:  10:45 AM - 11:45 AM
            • Room:   Suwannee 1 - Convention Center, Mezzanine
            • Session Number:   634
            ...

            Session Details

            • Beginner
            • Live Demo
            Presenter
            Chris Hanson
            Product Manager
            eOne Integrated Business Solutions
            Presenter
            Rod O'Connor
            Jack of all trades
            eOne Integrated Business Solutions
            Track(s)  SuperTrack(s):  Association 
            Dynamics 365 CRM Field Service Mobile – First-hand experience
            • Wednesday, October 12:  10:45 AM - 11:45 AM
            • Room:   Tampa 1 - Convention Center, Level 2
            • Session Number:   667
            ...

            Session Details

            • Beginner
            • Fast Chat
            Presenter
            Lucas Diaz
            Managing Partner
            Ludia Consulting
            Track(s)  SuperTrack(s): 
            From Garbage In to Diamonds Out: Data Quality and Master Data Management to Improve Profitability with Dynamics 365 CRM
            • Wednesday, October 12:  10:45 AM - 11:45 AM
            • Room:   Desoto 3 - Convention Center, Mezzanine
            • Session Number:   718
            ...

            Session Details

            • Intermediate
            • Fast Chat
            Presenter
            Tricia Desso-Cox
            Managing Director
            C5 Insight
            Track(s)  SuperTrack(s):  Association 
            Great Power, Great Responsibility: Civilizing Your Implementation for Greater Success with Dynamics 365 CRM
            • Wednesday, October 12:  10:45 AM - 11:45 AM
            • Room:   Desoto 1 - Convention Center, Mezzanine
            • Session Number:   646
            ...

            Session Details

            • Beginner
            • Live Demo
            Presenter
            Britta Rekstad
            Executive Director
            The Pivot Program
            Track(s)  SuperTrack(s):  Association 
            Learning Styles & How to Apply them to Dynamics 365 CRM (CE) Training
            • Wednesday, October 12:  10:45 AM - 11:45 AM
            • Room:   Desoto 2 - Convention Center, Mezzanine
            • Session Number:   714
            ...

            Session Details

            • Beginner
            • Fast Chat
            Presenter
            Heidi Neuhauser
            Partner
            Reenhanced
            Track(s)  SuperTrack(s):  Association  Handout(s) 
            Understanding the Limitations of Microsoft’s Dual-Write when Integrating Dynamics 365 CRM F&SCM
            • Wednesday, October 12:  10:45 AM - 11:45 AM
            • Room:   Coastal 9 - Convention Center, Level 2
            • Session Number:   429
            ...

            Session Details

            • Intermediate
            • Fast Chat
            Presenter
            Mr.  Britt Briscoe
            Project Manager
            Sikich
            Presenter
            Tamerah Ast
            Functional Consultant
            Sikich LLP
            Track(s)  SuperTrack(s):  Association  Handout(s) 
            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
            Everyday Tools to Help Identify Performance Issues in Dynamics 365 CRM
            • Wednesday, October 12:  2:00 PM - 2:45 PM
            • Room:   Escambia - Convention Center, Mezzanine
            • Session Number:   719
            ...

            Session Details

            • Beginner
            • Fast Chat
            Presenter
            Ms  Jennifer Ford
            Principal
            Root16
            Track(s)  SuperTrack(s):  Association  Handout(s) 
            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
            ...

            Session Details

            • Beginner
            • Live Demo
            Presenter
            Brian L. Mullinax
            Senior Manager, Application Managed Services
            Armanino, LLP
            Track(s)  SuperTrack(s):  Association  Handout(s) 
            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
            ...

            Session Details

            • Intermediate
            • Live Demo
            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 - 3:00 PM
            Moving from Software Dev to Dynamics 365 CRM Dev
            • Wednesday, October 12:  2:00 PM - 3:00 PM
            • Room:   Desoto 1 - Convention Center, Mezzanine
            • Session Number:   636
            The Dynamics365 developer ecosystem is a vibrant, yet insular community when it comes to the world of programming. Often software developers moving to D365 might not know what to expect. This session will cover some tips and tricks for getting up to speed with Dynamics, as well as common tools...
            • Beginner
            • Fast Chat

            Session Details

            Presenter
            John Yenter-Briars
            Software Engineer
            Root16
            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
            ...

            Session Details

            • Intermediate
            • Fast Chat
            Presenter
            Patrick Wright
            Senior Solution Architect
            C5 Insight
            Track(s)  SuperTrack(s):  Association 
            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
            ...

            Session Details

            • Beginner
            • Panel
            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
            Bionic Sales Meetings: Better, Faster and Stronger with Dynamics 365 CRM for Sales
            • Wednesday, October 12:  3:00 PM - 4:00 PM
            • Room:   Lafayette 5 - Convention Center, Mezzanine
            • Session Number:   652
            ...

            Session Details

            • Beginner
            • Fast Chat
            Presenter
            Geoff Ables
            Managing Partner
            C5 Insight
            Track(s)  SuperTrack(s):  Association 
            Dynamics 365 CRM ODATA and You: A Friendly Guide to Querying Data in Dataverse and beyond
            • Wednesday, October 12:  3:00 PM - 4:00 PM
            • Room:   Desoto 2 - Convention Center, Mezzanine
            • Session Number:   715
            ...

            Session Details

            • Intermediate
            • Fast Chat
            Presenter
            Nick Hance
            bit.ly/summit22-schedule -- much faster schedule!
            Reenhanced
            Track(s)  SuperTrack(s):  Association  Handout(s) 
            Harmonize Lead Generation in D365 CE (CRM): Marketing Demand Gen vs. Sales Lead Nurturing
            • Wednesday, October 12:  3:00 PM - 4:00 PM
            • Room:   Escambia - Convention Center, Mezzanine
            • Session Number:   648
            ...

            Session Details

            • Beginner
            • Fast Chat
            Presenter
            Ms  Blythe Morrow
            Managing Director
            Paper Sword B2B
            Track(s)  SuperTrack(s):  Association 
            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
            ...

            Session Details

            • Beginner
            • Live Demo
            Presenter
            Rod O'Connor
            Jack of all trades
            eOne Integrated Business Solutions
            Track(s)  SuperTrack(s):  Association 
            Sales Dashboards that Make a Difference with D365 CE (CRM)
            • Wednesday, October 12:  3:00 PM - 4:00 PM
            • Room:   Lafayette 1 - Convention Center, Mezzanine
            • Session Number:   662
            ...

            Session Details

            • Intermediate
            • Fast Chat
            Presenter
            Tricia Desso-Cox
            Managing Director
            C5 Insight
            Track(s)  SuperTrack(s):  Association 
            Sealing the Deal with the Deal Manager in Dynamics CE (CRM)
            • Wednesday, October 12:  3:00 PM - 4:00 PM
            • Room:   Suwannee 1 - Convention Center, Mezzanine
            • Session Number:   670
            ...

            Session Details

            • Intermediate
            • Live Demo
            Presenter
            Ms  Mealanie Phillion
            D365 Solution Architect
            Ludia Consulting
            Track(s)  SuperTrack(s):  Association  Handout(s) 
            Work Order Completion Survey Building Using Dynamics 365 CRM Customer Voice and Power Automate
            • Wednesday, October 12:  3:00 PM - 4:00 PM
            • Room:   Desoto 5 - Convention Center, Mezzanine
            • Session Number:   673
            ...

            Session Details

            • Beginner
            • Live Demo
            Presenter
            Ms  Morayo Allibalogun
            Jr. D365 Analyst
            Ludia Consulting
            Track(s)  SuperTrack(s):  Association 
            Wednesday, October 12
            5:00 PM - 7:00 PM
            Evening Celebration
            • Wednesday, October 12:  5:00 PM - 7:00 PM
            • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
            • Session Number:   1100
            Let's honor our #WeStandForUkraine official charity at Summit NA with a special guest. Let's celebrate our newest Legends award winners Let's give away the SummitLand Prizes. Don't miss your change to win some pretty cool prizes!...
            • Beginner
            • Live Demo

            Session Details

            Track(s) 
            Thursday, October 13
            9:00 AM - 9:45 AM
            Designing a Kick-Ass Integration!
            • Thursday, October 13:  9:00 AM - 9:45 AM
            • Room:   Escambia - Convention Center, Mezzanine
            • Session Number:   816
            ...

            Session Details

            • Intermediate
            • Live Demo
            Presenter
            Chris Hanson
            Product Manager
            eOne Integrated Business Solutions
            Presenter
            Mark Anderson
            Sr. Solutions Consultant
            eOne Integrated Business Solutions
            Track(s)  SuperTrack(s):  Association  Handout(s) 
            Dynamics 365 CRM Unified Service Desk 101: Learn USD from Soup to Nuts
            • Thursday, October 13:  9:00 AM - 9:45 AM
            • Room:   Desoto 4 - Convention Center, Mezzanine
            • Session Number:   1040
            ...

            Session Details

            • Beginner
            Presenter
            Jon Rastia
            Dir of Innovation and Technology
            ArganoArbela
            Track(s)  SuperTrack(s):  Association  Handout(s) 
            How Dynamics 365 CRM Field Services in the Public Sector/Non-profit Space Will Optimize Your Operation - User Showcase
            • Thursday, October 13:  9:00 AM - 9:45 AM
            • Room:   Citrus - Convention Center, Level 2
            • Session Number:   668
            ...

            Session Details

            • Beginner
            • Fast Chat
            Presenter
            Ms  Allie Lemieux
            Sr. Partner Development Manager
            Microsoft Tech for Social Impact
            Presenter
            Kevin Bane
            Process Improvement Manager
            Philadelphia Housing Development Corporation
            Presenter
            Mr.  Robert Kanzler
            Principal
            RSM US LLP
            Track(s)  SuperTrack(s):  Association  Handout(s) 
            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
            ...

            Session Details

            • Beginner
            • Live Demo
            Presenter
            Mr.  Arush Kuthiala
            Consultant - D365
            Western Computer
            Presenter
            Ms  Tanya Regna
            Engagement Manager
            Western Computer, Inc.
            Track(s)  SuperTrack(s):  Association 
            The Power of Dynamics 365 CRM Sales
            • Thursday, October 13:  9:00 AM - 9:45 AM
            • Room:   Desoto 1 - Convention Center, Mezzanine
            • Session Number:   655
            ...

            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) 
            Universal Resource Scheduling at Scale for Dynamics 365 CE (CRM)
            • Thursday, October 13:  9:00 AM - 9:45 AM
            • Room:   Desoto 2 - Convention Center, Mezzanine
            • Session Number:   677
            ...

            Session Details

            • Intermediate
            • Live Demo
            Presenter
            William McLendon
            Solution Architect
            Hitachi Solutions America
            Track(s)  SuperTrack(s):  Association 
            Your Order Entry Process can be Better: Integrating Business Central with Dynamics 365 CRM Sales
            • Thursday, October 13:  9:00 AM - 9:45 AM
            • Room:   Suwannee 1 - Convention Center, Mezzanine
            • Session Number:   671
            ...

            Session Details

            • Beginner
            • Live Demo
            Presenter
            Kellen Riley
            Senior Technical Consulting Manager
            Syvantis Technologies, Inc.
            Track(s)  SuperTrack(s):  Association  Handout(s) 
            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 
            The "C" in CRM is for C-Suite: The Role of Leadership in Customer Engagement Success in D365 CE (CRM)
            • Thursday, October 13:  10:00 AM - 11:00 AM
            • Room:   Lafayette 1 - Convention Center, Mezzanine
            • Session Number:   776
            ...

            Session Details

            • Beginner
            • Fast Chat
            Presenter
            Geoff Ables
            Managing Partner
            C5 Insight
            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
            ...

            Session Details

            • Beginner
            • Live Demo
            Presenter
            Ashley Steiner, MVP
            Independent Consultant
            Track(s)  SuperTrack(s):  Association  Handout(s) 
            Omnichannel for Dynamics 365 Customer Service: Setup, Struggles and the Awesome Sizzle Factor
            • Thursday, October 13:  11:15 AM - 12:00 PM
            • Room:   Coastal 4 - Convention Center, Level 2
            • Session Number:   666
            ...

            Session Details

            • Intermediate
            • Live Demo
            Presenter
            Ms  Paige Cassada
            Dynamics 365 Practice Manager
            C5 Insight
            Track(s)  SuperTrack(s):  Association 
            Successful People-Centered Case Management with Dynamics CE (CRM)
            • Thursday, October 13:  11:15 AM - 12:00 PM
            • Room:   Lafayette 3 - Convention Center, Mezzanine
            • Session Number:   674
            ...

            Session Details

            • Beginner
            • Fast Chat
            Presenter
            Josh Jandrain
            Chief Information Officer
            Inclusa, Inc.
            Presenter
            Mike Nafziger
            Principal
            RSM US, LLP
            Track(s)  SuperTrack(s):  Association