DynamicsCon Regional: Texas

Dynamics User Group

DUG is excited to bring a FREE DynamicsCon Regional focused on Microsoft Dynamics 365 (BC, FO/FSC, CE/CRM) and Power Platform to Dallas, TX!

Grapevine Convention Center

DUG is excited to bring a FREE DynamicsCon Regional event focused on Microsoft Dynamics 365 products (Business Central, Customer Engagement and Finance &amp; Operations/SCM), Power Platform, and AI to Dallas, TX!****Only those registered through Eventbrite will be able to attend.*****Get ready for thrilling full-day event packed with cutting-edge content related to Microsoft Dynamics 365, Power Platform, and AI! Whether you're a seasoned professional or just starting out in the field, this free event is not to be missed. With local presenters sharing their expertise, you'll gain valuable insights into the latest trends and best practices in the industry.But that's not all! You'll also enjoy delicious coffee, a scrumptious lunch, and a lively happy hour, all for free! And with sponsors on hand, you'll have plenty of opportunities to network and connect with like-minded professionals.So, what are you waiting for? Join us for a day of education, inspiration, and fun at this can't-miss event!Need a hotel? You can find a list of nearby hotels <a href="https://www.grapevinetexasusa.com/plan-your-visit/hotels/" title="https://www.grapevinetexasusa.com/plan-your-visit/hotels/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">here</a>!Sponsorship opportunities for this event are available, please submit an interest form <a href="https://share.hsforms.com/1rvm2GMeFSjOputhUKAOdvQraai5" title="https://share.hsforms.com/1rvm2GMeFSjOputhUKAOdvQraai5" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">HERE </a>if you are interested in sponsoring.

Agenda

Networking with Sponsors - Pastries and Coffee

In today's digital landscape, payment fraud continues to rise a proves to be a significant risk for organizations of all sizes. In this session, Tiffany Allen and Sierre Lindgren will share their expertise on how businesses can protect themselves from the ever-evolving threats of payment fraud. Join us to explore three key best practices for mitigating risks, including the latest fraud trends (the stats will blow your mind) and the tools you can use to prevent business email compromise, vendor impersonation, and phishing attacks.

Keynote: 3 Best Practices for Avoiding Payment Fraud: Safeguard Your Business

Networking Break with Sponsors

Many companies implement Business Central without knowing there is CRM functionality within the product. This session will provide a brief overview of the setups and then dive into the functionality. Interactions allow you to track all correspondence with your prospects, customers, and vendors. Segments allow you to pinpoint your contacts for additional communications.  Opportunities allow you to build your pipeline, provide guidelines for managing the pipeline and view the progress of the opportunities in the pipeline. We will also discuss and demonstrate how this functionality is not just for the sales staff. Are you utilizing all this? Join this session to see how you can take advantage of the functionality you already own.

BC: Exploring Business Central’s Built-In CRM Features

This session is designed to empower participants with the skills and knowledge to leverage Power Fx in Power Automate Desktop for advanced automation solutions. Attendees will learn how to use Power Fx to create dynamic expressions and conditional logic, enhancing their automation workflows. The session will cover the basics of Power Fx, practical applications, and hands-on labs to ensure participants can apply what they learn immediately.

CE/Power: Automate Like a Pro: Power Fx Edition

Humans with AI will replace humans without AI, but what about humans using Dynamics 365 F&SCM?  Explore trends in AI and how it relates to Dynamics 365 F&SCM. Attendees will gain insights into AI features in Dynamics 365 F&SCM, including demos of agents.
•	Intro at the C-suite strategy level
•	MCP and how that enables agentic scenarios, such as a Smart Sourcing Agent
•	Sales Order Entry Automation in Dynamics 365 F&SCM using an agent


FO: Reimagining Work with AI and Dynamics 365 F&SCM

Generative AI is transforming financial services, driving innovation in fraud detection, personalized advisory, and risk management. In 2023, over half of financial institutions adopted AI technologies, with notable impact—Mastercard’s responsible AI efforts helped prevent nearly $20 billion in fraud. AI-driven advisory tools are reshaping wealth management, with assets under management projected to reach $190.9 billion by 2027, growing at a 14.47% CAGR.

However, ethical challenges persist. A 2023 survey found 72% of investors worry about AI bias in lending, and 86% are concerned about data privacy and security. Addressing these issues with strong governance and ethical frameworks is essential.

This session explores real-world AI applications in finance and how institutions can responsibly harness innovation to build trust and enable sustainable growth in an AI-powered financial future.

AI: Harnessing AI in Finance: Innovation and Ethics 

BC: Sponsored Session

CE/Power: Ask the Experts

Explore advanced strategies to simplify exemption certificate collection, validation, and storage. This session covers nexus considerations, compliance challenges, and best practices to improve exemption certificate oversight and reduce audit risks.
We cover how to:
 
•	Navigate exemption rules, including nexus implications and common exemption use cases
•	Establish protocols for certificate storage, expiration management, and renewal workflows 
•	Implement practical strategies for audit preparedness and handling drop shipping challenges
•	Utilize automation and managed services with Avalara to enhance compliance efficiency

FO: Managing Tax-Exempt Sales: Advanced Strategies and Best Practices

AI is top of mind for finance teams—but readiness lags behind confidence. In this session, we’ll share insights from over 100 finance leaders on how to close that gap and make AI a practical part of your AP and finance workflows. We’ll walk through a practical AI readiness checklist and explore how to apply automation to areas like invoice coding, payment matching, and compliance. Whether you're in finance or IT, you’ll leave with clear next steps to move from experimentation to real impact.

AI: How to Bridge the AI Gap: Insights for Microsoft Dynamics Users

You don't have to be an Enchantress, or Good Witch to extend Business Central Reports into amazing works of art! A dash of desire, a pinch of trial and error and minor Excel skills will concoct a potion worthy of a wizard. Let's review Excel Layouts for any report, Excel Templates for Financial Reports and time permitting, Analyze Mode features. Take a magic bag of tricks back to the office to impress and improve BC reporting for everyone!

BC: Enchanted Reporting

Dive into the future of low-code development with the Power Apps Plan Designer, powered by Microsoft's Copilot AI. This session will explore how this groundbreaking feature simplifies the end-to-end app development process. Discover how to:
- Capture business requirements effortlessly using natural language inputs.
- Automatically generate data models and user interfaces tailored to your needs.
- Build fully functional applications with minimal manual coding, leveraging intelligent suggestions for formulas and structures.

CE/PP: Revolutionize App Development with Power Apps Plan Designer and Copilot

In the world of Dynamics 365 F&O, exposing real-time data isn’t just a feature—it’s a battle for performance and scalability. In this session, we’ll break down the differences between OData and custom APIs, teach you how to build and expose data entities like a Jedi master, and walk through securing your APIs with OAuth & Azure AD authentication—because the dark side of unsecured APIs is real.

You’ll also learn best practices for high-performance API calls and consuming F&O APIs in Power Automate, external apps, or Postman. Expect a live demo, real-world troubleshooting, and integration strategies that will make your F&O data unstoppable. If you’re ready to take your F&O API game to lightspeed, this session is for you!

FO: API Wars: The Rise of Custom Integrations in Dynamics 365 F&O

First there was Open AI's ChatGPT. Then there was Copilot. You've probably heard that Copilot is also built on the latest GPT model. So they should just work the same, right? They don't. If you've ever wondered about the differences, strengths and weaknesses of each tool and wanted to decide which tool YOU (or your company should use), THIS is the session you don't want to miss. I've been using ChatGPT for over a year and Copilot since its launch and I'm hear to share the good, the bad and the ugly lessons from the school of hard knocks.

AI: Copilot vs. ChatGPT: What’s the difference and Which tool should you Use?

Networking Lunch

If you want your sales team to make commitments that you can keep and build greater credibility with your customers, you need to implement order promising ASAP. Powered by lead times, handling times, shipping and delivery times, and your shop calendar, Business Central can paint a very accurate picture of order fulfilment. Sticking a finger in the air and shaking the crystal ball is no way to run a business, and manually calculating dates on the back of a napkin is so 1994. Let me show how to take control of your destiny and increase your sales department's efficiency.

BC: What's better than a pinky promise? Order Promising in Business Central

Level up your marketing skills with Dynamics 365 Customer Insights! In just 50 minutes, you’ll discover 50 powerful tips on how to use the ever-growing set of features at your fingertips and become an omnichannel champion. In this presentation we’ll cover tips, tricks, and know-how spanning the core areas of the tool, along with key features scheduled for upcoming releases.

CE/PP: 50 Tips in 50 Minutes: Dynamics 365 Customer Insights

Your ERP journey should feel like a well-timed flight, not a white-knuckle ride through turbulence. In this fast-paced, story-driven session, I will unpack the proven “Flight Checklist” approach to D365 Finance & Operations implementations: plan the route, throttle up in sprints, refuel with business value checkpoints, and land with confidence.

We will compare the traditional Microsoft Sure Step model, modern agile frameworks, and hybrid “water-agile-fall” variants, then show how to tailor the right mix to your company culture, risk tolerance, and budget. Real world mini case studies, where projects soar, stall, or crash, and how to steer them back on course.

Expect a mix of dad jokes, audience polls, and practical templates you can take home. Buckle up, select airplane mode, and prepare for a smooth ascent to go-live.

FO: Flight Plans & Pit Stops: D365 Implementations That Actually Take

Explore how to customize Microsoft Copilot in Dynamics 365 Sales to truly make it your own. From tailoring prompts to aligning with your goals, we’ll walk through practical ways to unlock Copilot’s full potential.

AI: Copilot, But Make It Yours: Custom AI in Dynamics 365 Sales

We will review all the 1099 changes and why they happened. We will then walk through the entire end-to-end process of implementing the changes, updating your 2025 purchase documents with those changes, discuss adjustments or mid year application, and finally review the actual 1099 document and IRS filing.

BC: Have you addressed the IRS 1099 changes in BC?

Discover how to deliver operational excellence and project precision using Dynamics 365. This session explores how Microsoft users can leverage Dynamics 365 Field Service and Project Operations to streamline service delivery, optimize resource utilization, and drive project success. Whether you're managing field technicians or complex project portfolios, you'll gain actionable insights and real-world strategies to elevate your service and project outcomes.

CE/PP: Project Precision & Service Excellence with Dynamics 365

This training session will provide an in-depth understanding of the Landed Cost module in Microsoft Dynamics 365 Finance and Operations, enabling organizations to accurately manage and calculate the total cost of imported goods from origin to the final destination. We will cover core features like voyage creation, shipping containers, cost estimates, freight and duties, and automated cost allocations. Attendees will learn how to configure the landed cost workspace, define cost templates, track in-transit inventory. 

By the end of the session, participants will be able to :
•	Understand landed cost concepts and their impact on profitability
•	Configure and use the landed cost module effectively
•	Track goods-in-transit and associated costs in real time
•	Improve cost accuracy

This session is designed for supply chain managers, finance teams and D365 F&O functional consultants seeking to optimize global trade and logistics operation.

FO: Landed Cost in D365 F&O

Explores how autonomous agents can work on your behalf to reduce manual effort and streamline workflows. Discover how these intelligent systems can interpret context, make decisions, and execute tasks—freeing you up to focus on strategic priorities. Whether you're looking to automate repetitive processes, enhance customer interactions, or improve operational efficiency, this session will provide practical insights and real-world examples to help you harness the power of autonomous agents in your daily work.

AI: Agents Working by Themselves!

Curious how you can actually use AI to make building your Power Automate flows faster, easier, and a lot more fun? In this interactive session we'll explore practical ways to use AI tools to streamline your flow-building processes.  You'll see how "vibe-coding" can take you from an idea to a working flow! We will build a flow from scratch using AI, along with tips for prompting effectively, debugging with AI, and real-world use cases from Business Central and Microsoft 365 scenarios. Whether you’re new to Power Automate or looking to level up your efficiency, you’ll walk away with: - A new mindset for building smarter, not harder - AI prompt strategies that actually work - Ways to co-build with Copilot instead of coding alone

BC: Vibe Code Your Way Through Power Automate

Discover how a construction and office furniture distributor revolutionized sales with an AI-powered product selection agent built on Microsoft Dynamics 365. This session showcases how the agent streamlines complex product catalog management, automates quoting, and enhances customer interactions. Through a live demo and practical development insights, you’ll learn how balancing generative and deterministic workflows with human-in-the-loop oversight, enabled faster quoting, simplified onboarding, and improved customer satisfaction. Ideal for business leaders and Microsoft users seeking to drive efficiency, empower sales teams, and gain a competitive edge. The first 25 people that show up to this session will receive a prize!

CE/PP: Driving Agentic Adoption in Dynamics 365: From Idea to Impact

This session talks about What is Unified Pricing, Why Unified Pricing is needed, How it works, what are Attributes and Demo with Tips and Tricks.

FO: Unified Pricing- Dynamics 365 Supply Chain and Commerce

Getting started with AI can feel overwhelming—but it doesn’t have to be. In Copilot Chronicles: Clippy’s Cooler Cousin, Microsoft MVP and business professional Shawn Dorward shares real-life experiences using Microsoft Copilot in day-to-day work—no technical background required. This session focuses on practical, approachable ways to integrate Copilot into your routine, offering honest lessons, time-saving lifehacks, and productivity tips anyone can use. Whether you’re new to AI or looking to get more out of it, you’ll leave with a clearer understanding of how Copilot can actually make work easier—not harder.

AI: Copilot Chronicles: Clippy's Cooler Cousin

Closing Session

Social Hour

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DynamicsCon Regional: Texas

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