DUG Meetup: East Canada

Dynamics User Group

DUG is excited to bring a FREE Meetup event focused on Microsoft Dynamics 365 (BC, FO/FSC, CE/CRM) and Power Platform to Montreal, Québec!

2000 Av. McGill College suite 1400

<h3>French:</h3>DUG est ravi d’organiser un événement Meetup GRATUIT au Québec, axé sur les produits Microsoft Dynamics 365 (Business Central, Customer Engagement et Finance &amp; Operations/SCM) ainsi que sur la Power Platform !****Seules les personnes inscrites via Eventbrite pourront participer à l’événement.****Préparez-vous à vivre une journée passionnante, riche en contenus de pointe sur Microsoft Dynamics 365 et Power Platform ! Que vous soyez un professionnel chevronné ou que vous débutiez dans le domaine, cet événement gratuit est à ne pas manquer. Des conférenciers locaux partageront leur expertise pour vous offrir des perspectives précieuses sur les dernières tendances et les meilleures pratiques du secteur.Et ce n’est pas tout ! Profitez également d’un délicieux café et d’un excellent repas du midi — le tout gratuitement ! Grâce à la présence de nos commanditaires, vous aurez de nombreuses occasions de réseauter et d’échanger avec d’autres professionnels partageant les mêmes intérêts.Alors, qu’attendez-vous ? Rejoignez-nous pour une journée d’apprentissage, d’inspiration et de convivialité lors de cet événement incontournable !Des opportunités de commandite (Sponsorship) sont disponibles. Pour plus d’informations, veuillez contacter Brianna Sierra à l’adresse suivante : brianna@dynamicsusergroup.com<h3>English:</h3>DUG is excited to bring a FREE Meetup event focused on Microsoft Dynamics 365 products (Business Central, Customer Engagement and Finance &amp; Operations/SCM) and Power Platform to Québec!****Only those registered through Eventbrite will be able to attend.*****Get ready for a thrilling event packed with cutting-edge content related to Microsoft Dynamics 365 and Power Platform! 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 and a scrumptious lunch 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!Sponsorship opportunities for this event are available, please reach out to Brianna Sierra (brianna.dynamicsusergroup.com) if you are interested in sponsoring.

Agenda

Morning Coffee with Sponsors

Opening Session

Networking Break with Sponsors

Optimizing Dynamics 365 F&O implementation costs. Learn effective strategies for managing licensing, environments, and infrastructure expenses while maintaining optimal system performance. We'll share practical insights and real-world examples to help you achieve cost efficiency in your D365 F&O implementation.

FO: Cost Efficiency: Optimizing Licenses, Environments & Infrastructure

In this session, Intelcom shares how Power Platform is used to support daily field operations through a custom-built application. The solution connects with physical devices, streamlines data access, and automates key processes to improve operational efficiency. This is a real-world example of how low-code tools can be used by business teams to solve practical challenges in a fast-moving environment.

PP: Scaling Field Operations: Real Power Platform Innovation

This session will explore the strengths and unique benefits of Business Central (BC) development, Independent Software Vendors (ISVs), and the Power Platform. Attendees will gain insights into when to use each option to drive value, enhance efficiency, and support innovation within their organizations.

BC: BC, ISVs, Power Platform: What’s Right for You?

Discover out-of-the-box use cases that integrate AI-driven automation, streamline workflows, and enhance forecasting, all designed to empower your sales team to achieve more with less effort.

CE: Boosting Sales with D365 and Copilot: Revolutionizing Your Sales Process

Join Commerce expert Kelly Mazur for a session explaining ‘Headless Commerce’ versus ‘Composable Commerce’ and their unique differences and benefits. We’ll break down how to strategically approach each option for a best in class D365 Commerce solution - that’s specific for your use case. This session will include a demo of the latest D365 Commerce capabilities, user case studies, and finally, an overview of what’s next for the platform.

FO: D365 Commerce: Headless Commerce vs Composable Commerce

Tired of rebuilding Power Apps whenever requirements change? Hard-coded logic works today but becomes tomorrow’s technical debt. In this session, learn five strategies to design flexible, configuration-driven apps that adapt without rewrites or hidden formulas. Discover how to externalize business rules for transparency, use feature flags to toggle functionality, apply environment-aware settings for dev/test/production, and delegate configuration ownership to business teams while keeping IT governance. Walk away with patterns and best practices to make your apps maintainable, future-proof, and ready to evolve with your organization—reducing rework and boosting agility.

PP: Configuration Driven Solutions - 5 Tips to Unchain Your Power Apps

Does everything in your inventory need to be an item? Let’s find out! There are so may reasons to Item or Not to Item and in this session, we will challenge your thinking of what should or could be an item and help you unlock the hidden potential of non-inventory items and resources in Business Central with some uncommon, but highly practical uses.

Perhaps it’s time to rethink your item list? While you do, use our guide to help you deicide, as we explore the pros, cons and opportunities of inventory classification and practical ways to implement these changes.

BC: To Item or Not to Item—When and What Else Can I Use?

Join us for an in-depth exploration of how to implement AI-driven customer journeys within Dynamics 365 CRM. In this session, we'll delve into the key components of ABM, showcasing how Dynamics 365 CRM can be leveraged to personalize customer experiences, enhance engagement, and drive business growth. Learn practical insights and strategies to elevate your CRM capabilities and take your customer relationships to the next level.

CE: Implementing AI-Driven Customer Journeys in Dynamics 365 CRM

Join us for a hands-on session where Tato and LIDD share how they built an AI-driven discovery and reporting motion on a real Microsoft Dynamics project. We’ll start by framing the challenge and vision for AI in project delivery, then dive into a live walkthrough of the use case before, during, and after AI adoption. You’ll see how LIDD and Tato approached the problem together, the tangible results achieved, and lessons learned along the way. Expect practical insights, a customer’s firsthand perspective, and clear takeaways you can apply to your own projects.

FO: AI in Action: Discovery & Reporting with Tato + LIDD

PP: Sponsored Session

Effective payment orchestration is crucial for managing customer collections (Accounts Receivables) within Business Central. Participants will learn payment orchestration concepts, strategies, and techniques to automate payment processes, reduce cost, improve PCI Compliance, and support organizational scalability using Business Central.

Key topics include:
1) Payment orchestration for customer payment collection (AR) -- Freedom to choose from 120+ gateways and processors under USTPay (Appsource) and the ability to Bring-Your-Own-Processor into BC ("BYOP Rapid Implementation)
2) Availability of different collection methods, including credit card, ACH/eCheck, Googlepay and Applepay, Stripe, and more.
3) PCI Compliance standards, including built-in fraud mitigation tools.
4) Automating the customer collection process
5) Implementation of cost reduction, such as convenience fees or surcharges; use of ACH to eliminate credit card fees
6) Scalable payment solutions 

BC: The Freedom to Choose:Payment Orchestration for Customer Collections in BC

CE: Sponsored Session

Lunch

Testing is more than a technical milestone — it’s when D365 becomes real for many users. Whatever testing phase your project is in — CRP, SIT, UAT, or a hybrid approach it’s the first-time users see how the system works, how their role is changing, and what success will require from them. 

In this session, inspired by my actual experiences, we’ll explore how to prepare your people, not just your scripts and test suites, for these testing milestones. 

Learn how to build emotional readiness, manage resistance, and turn testing into a confidence-building moment that accelerates change.  Whether you're validating functionality or building trust, testing is one of the most important change moments in a D365 rollout. Let’s help teams walk away saying, “We’re ready.”

FO: Beyond the Scripts: Preparing your People for D365 Testing

This session will explain common security issues and pitfalls I saw across dozens of Power Pages implementations and how to make sure your websites are resilient against vulnerabilities and aligned with best practices.

PP: Common Security Issues and Pitfalls with Power Pages Projects

We will delve into how you can leverage your investment in BC to help your organization to address challenges. As your organization evolves, you often need to operate differently and using BC can help to streamline and/or guide your business processes. Learn how to identify value opportunities. 

BC: I Am Live on Business Central—Now What?

AI is often seen as a tool for routine tasks like data entry or document generation, but its true value lies much deeper. This session will unveil the AI iceberg, showcasing how AI can tackle complex, strategic challenges to transform the core of your business. We'll explore real-world examples, from Sales, Contact Center/Customer Service and Field Service automation with D365 and Power Platform agentic capability. Discover how AI can streamline operations, drive innovation, and position your business as a market leader. Join us to rethink AI’s role and unlock its full potential through strategic insights and impactful use cases.

CE: Breaking the Iceberg: Harnessing AI to Support Deeper Business Application

In-depth exploration of modern reporting solutions for Dynamics 365 Finance & Operations using Microsoft Azure Synapse and Fabric. This session bridges the gap between traditional reporting methods and cutting-edge technologies, providing practical insights into building efficient, scalable reports on your D365 data.

FO: From Data to Power BI: D365 Analytics with Synapse and Fabric

Join us in this session to learn how to create applications, automate business processes and monitor your organization’s performances using Power Apps, Power Automate and Power BI. We will perform a step-by-step demo showing how to create a mobile application, an approval flow and a Dashboard to track requests from a SharePoint list. In this session, we will work with a simple use case, based on real business requirements that all attendees can relate to. 

PP: Drive Your Digital Transformation with the Power Platform

In this session will take a look at current actively available technology in the AI space for the Supply Chain and business central.  We will also conduct some thought exercises on what an Agentic future could look like in manufacturing and general supply chain.

We want to mix together some practical “available now” options for the audience, as well as some speculation and a little bit of “where to get started” on AI, Agents and Supply Chain.

BC: Business Central, Co-Pilot, AI and Supply Chain

Having the right approach to deploying AI Agents in your CE/CRM project is crucial for success. It's like having a customized blueprint that is tailor-made for your project. In this panel discussion, Rick McCutcheon, a 12-time Business Applications MVP, will lead a group of project leaders from the CE/CRM Community. The discussion will focus on their insights and experiences with successful deployments. This non-technical discussion will provide valuable insights on:
• How to approach and plan your AI in your CE/CRM project
• Tips for successful AI deployment
• Common challenges and how to overcome them
• Best practices for AI project management and deployment
• Key factors for achieving project success
• Building your AI CRM/CE future roadmap

CE: Thought Leadership Discussion on “Dynamics 365 CRM/CE AI Success

Closing Session

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DUG Meetup: East Canada

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