D365 Summit

Microsoft Dynamics 365

Community Summit

April 27th 2024

Microsoft Dynamics 365

ERP Transformation Summit

April 27th 2024

Whos Attending
D365 Summit

D365 Summit is a Microsoft Dynamics 365 Community Conference to learn and share how to implement ERP & CRM transformation to solve organisational challenges. The training sessions are delivered by world leading experts in Dynamics 365 sharing insights and tips to help you succeed with digital transformation catering for both functional & technical audiences. D365 Summit aims to demystify the complexities of enterprise processes and  development using fun & creative learning techniques inspired from lego and star wars to provide a fun day of insight driven learning for technology professionals.

System Users & Employees

Whether you are an employee  looking to improve productivity, or an analyst trying to streamline processes. Power community  has helped over 30,000 folks just like you to launch your careers into I.T. and succeed within the Microsoft Power Platform.

IT Administrators

Your responsibility of managing and the ever evolving cloud infrastructure, ensuring users and data security is maintained whilst firefighting incidents to keep your business operations running .

Consultants & Developers

Whether you are just getting started as a developer or you are a seasoned developer you will learn the dark arts to get your solutions working o the first attemps!

Solution Architects

If you are responsible for designing  and orchestrating your organisations enterprise solutions, improving process efficiencies and development ALM standards 

CEO's & Project Managers

Responsible for making the strategic decisions that will have long term consequences for all your customers and employees is not a task for the faint hearted. You will get the insights you need to make the most well informed strategic decisions on your transformation strategy. 

*500 tickets

sponsored by

Our Microsoft Sponsors are key event partners that enable us to make this conference possible providing free tickets for the Dynamics 365 Community, saving you £1000’s from standard conferences fees

D365 Summit Agenda
27th April

Dynamics 365 Summit Agenda will be focused on addressing how to deliver ERP & CRM enterprise solutions with Dynamics 365 Finance & Operations, Customer Engagement, Customer Insights, Field Services, Project Operations and HR with an emphasis on Power Platform, Azure & AI. 

TimeSpeakerSessions TitleDescription
09:00Michael Gall - Microsoft Principle Engineering Lead for D365FOMichael GallMicrosoft KeynoteVice President of Engineering for Microsoft AI ERP
10:00Ilya Fainberg - PowerCAT - How to run your business with AIIlya Fainberg – PowerCATHow to run your business in the age of A.I. 

Whether you see it or not, AI is used in practically every industry to solve a multitude of problems. From sales and customer service to manufacturing and financial services. You will learn about:
* Modernizing core business processes with AI
* Identifying inefficiencies in the business and root cause analysis
* Where to start with digital transformation
* When to apply AI and when not to

11:00Pirmin Bercher - ERP Project Delivery TipsPirmin BercherChallenges of Deploying D365 in Pharma / Project Delivery TipsPirmin is Head of IT, University Lecturer and Author of IT – ERP – Projects 33 years of experience – 99 thoughts.  He will be addressing challenges of D365 in regulated environments (pharma) and sharing 20 years of Ax/D365 project and deployment experience as a customer.
12:00Fabian Huber, Daniel OjdanicLet’s (Power) Automate all your D365 Documents 
13:00 Lunch Break 
14:00Aurelien Clere - One DynamicsAurelien ClereOne Dynamics One Platform : Analytics part through Synapse Link and Fabric integration for DynamicsOn the ODOP (One Dynamics One Platform) journey for Analytics part, Microsoft released the convergence on the FinOps side to push Synapse Link (Delta Lake) via Apache Spark and Delta Lake Format (parquet) – the same way as the Dataverse side.
Export Data Lake standard feature through LCS Addin is now deprecated, see how to move and transition to this new data architecture.
We will see also the other strategy via Microsoft Fabric integration for Dynamics 365 F&O Data
In this live demo, we will see how to configure it, use it, and the benefits of this convergence again. Last but not least, how to measure the cost on the Azure side of this architecture.

Cruz Margaix - Dual Write Integration PatternsCruz Margaix

Dual Write Patterns for Synchronous & Asynchronous IntegrationsOne of the main selling points of Dual Write is the fact that it provides a synchronous, near real-time integration. And now, Microsoft comes up with asynchronous integrations with Dual Write. Many Dual Write users and implementers may be asking themshelves why this change of direction.
The purpose of this session is to go through the implementation of asynch & synchronous integrations with Dual Write, focusing on what are the scenarios where this integration is the best approach. Hopefully, attendees will take away an understanding of why Microsoft has introduced this option and ways to make the most of it.

Juan Bravo Vargas - D365 Implementation beyond go liveJuan Bravo Vargas, Johan

Managing your D365 Implementation: Charting the Course Beyond Go-Live

All that you need to consider to sustain the success of your Dynamics 365 ERP project after going live. This session would be ideal for Solution architects and project Managers

17:00All SpeakersQ&A 
TimeSpeakerSessions TitleDescription
10:00Ramit Paul - D365 FO Top Features and enhancementsRamit PaulTop 20 new powerful Features and enhancements in D365 Finance and SCM

In this session Ramit will shall share his favourite top 20 new features and enhancement made available from 2023 to 2024


11:00Andre Arnaud - Managing D365FO SecurityAndre Arnaud CavalonManaging D365 FO Security Role Assignments AutomaticallyIn case you are dealing with a lot of users and/or a large number of companies the manual assignment of security roles and organizations is not only a tedious task but also comes with risks. In this session, André will tell you about several options for automatic role assignment and inherit permissions when using the Entra ID groups integration. What are the differences and when would one option be recommended over the other? The presentation is based on experiences with companies having over 5000 users or more than 500 legal entities.
12:00Marijn Westeneng and Peter van Leeuwen

Mastering Data Governance, Quality and Security

13:00 Lunch Break 
14:00Mariano Martinez - D365 Warehouse ManagementMariano Martinez MeloImplementing Warehouse Management module from the first blockJump into the magic world of Warehouse management with this introductory session where we will see how WMS works and how can help you reach your inventory goals.
15:00AliReza Eshaghzadeh - D365FO DMFAlireza EshaghzadehHarnessing the Power of DMF in Implementation and Support Phases of D365FO

As organizations start their Dynamics 365 Finance and Operations (D365FO) journey, a robust data migration strategy becomes crucial. The Data Management Framework (DMF) stands out as a powerful tool to streamline this process. Drawing from practical experience, this session focuses on leveraging DMF for both implementation and support phases.

Session Objectives:
-Uncover the best practices for utilizing DMF in real-world scenarios.
-Discuss lessons learned from the field in the context of data migration.
-Provide practical insights to enhance your implementation and support phases with D365FO.

16:00Fernando Tudela - Mastering Electronic ReportingFernando Tudela, Alireza EshaghzadehMastering Electronic Reporting in D365FOIn this session, hand to hand with Alireza Eshaghzadeh, We are going to go through the Electronic Reporting framework. we will explain what it is, giving context, and his importance and how to start using it (with examples, trying to be the most didactic possible). It pretends to be a good introduction but also a useful summary and overview of all the best practices and capabilities of this important tool used more and more by Microsoft
17:00 Q&A 
TimeSpeakerSessions TitleDescription
10:00Natalia Salas - D365 Invoice Capture AutomationNatalia SalasInvoice capture: a key for automationsDuring the session we´ll be reviewing the main checks and functionalities in the invoice capture app, how to speed up the AP process with the automations available in the erp, and some recommendations to improve the implementation of this solution
11:00Kama R - employee experience with VivaKamal RadhakrishnaiahMagical employee experience with Microsoft Viva

This session will take the audiance through a journey of how an employee of a large enterprise organization will interact with Microsoft viva via a live demo.

Business view:
It touches the key pillars of employee engagement and how Microsoft viva can achieve it:
1. Organization wide – top down communication
2. Employee engagement feedback loop – bottom up communication
3. Goals and Learning Management – employees taking control of growth

Background IT view:
1. Explains how Microsoft Viva is part of the enterprise architecture
2. Security principles to be applied for desinging access to Microsoft Viva
3. Integration with Dynamics 365 for HR data and how Viva complements Dynamics 365

12:00Luís FernandesIntelligent Order Management: A new approach for Order OrchestrationIOM is here, and your order fulfillment has now a powerful solution to manage its lifecycle. But a workflow-based set of rules is a too narrow approach for what digital retailers need in such present scenarios where competition is fiercer than ever. Organizations need all the power they can harness, and AI can be a key change factor when it comes to manage your distributed supply chain. Perceive the value of order automation and take IOM to new heights!
13:00 Lunch Break 
14:00Mark Wheeler - D365 Omnichannel VoiceMark WheelerGoing live with Omnichannel Voice with technical confidence

VIVID Homes is a UK housing association (i.e. social housing provider) with over 34,000 homes and 70,000 tenants. We are the first organisation in the UK to go live with Omnichannel Voice. Omnichannel Voice has already started to transform our customer experience and provides us with the platform to improve and deliver a more connected overall service.

This session will talk about our technical journey to go-live, what we learnt, what went well, what we would have done differently.

15:00Baris KanlicaEverything you need to know about Wave 1 Updates

In this session and demonstration, The 2024 release wave 1 for Dynamics 365 brings new innovations that provide you with significant capabilities to transform your business. The release contains hundreds of new features across Dynamics 365 applications, including Sales, Customer Service, Field Service, Finance, Supply Chain Management, Project Operations, finance and operations cross-app capabilities, Human Resources, Commerce, Business Central, Guides, Customer Insights – Data, and Customer Insights – Journeys.

16:00Rajbabu NarasimhaluWhat you need to know about Field Service UpdatesIn this session we will cover all the latest and greatest features from D365 Field Service web and mobile applications.
TimeSpeakerSessions TitleDescription
10:00Pauline Kolde - D365 Customer Insights Marketing JourneysPauline KoldeD365 Customer Insights: How to build killer real-time journeys

Dynamics 365 Customer Insights Journey opens up a whole new world of possibilities for trigger-based journeys. Triggers are a flexible way to capture important moments and interactions, allowing you to orchestrate uniquely engaging customer interactions.

In this session, we’ll dive into the synergy between Dynamics 365 Customer Insights and Power Automate. Learn first hand with practical use cases and how to build personalized, real-time triggers that make a real impact, taking your customer experience to the next level.

11:00Neil Parkhurst - D365 Customer servioce Omichannel call cenreNeil ParkhurstDynamics 365 Customer Service for Omnichannel AKA The Microsoft Digital Contact Centre Platform

Microsoft Digital Contact Center Platform Explained By Dynamics 365 Call Centre expert Neil Parkhurst.

In this must see presentation you will hear about the component parts of this game changing platform. Additionally there will be a fast paced demo showcasing the key features. (Including how AI can be leveraged in a contact center!)

12:00Sten EbenauThe forgotten step: prepare your data for AI/Copilot 
13:00Lunch BreakLunch Break 
14:00Narayan SolankiHow to Deliver HR with Power Apps using Hubdrive 
15:00Sebastien Seiber - Future of project OpsSebastian SieberThe Future of Project Management: Unleashing the Force of Microsoft Copilot and AI for Dynamics 365

Discover the future of project management with Microsoft Copilot for Dynamics 365 Project Operations. Explore all next-gen Project Management features delivered by Microsoft today, learn about new capabilities you can unlock by using Azure Open AI Integration to boost your productivity and gain instant access to intelligent insights.


Jorgen Schladot - Dataverse Modelling tips

Jörgen Schladot

Dataverse Data Modelling Tips & ConsiderationsBuild your applications on a strong foundation. Know the building blocks that are available as different data types and relationships as part of Dataverse to build a solid data model. By the end of this session, you have achieved an understanding about different data type columns available in Dataverse like Lookup, Date, Currency, Choice, or Rollup, Calculated and PowerFX columns.
In addition, we will have a closer look on the different available relationships and how you can customize these by adding and enhancing mappings, renaming relationships, and understanding relationship behavior.
Finally, we will be using the data model to show how easy it is to create a first Model Driven App.
TimeSpeakerSessions TitleDescription
10:00Aurelien Clere - D365FO Unified DeveloperAurelien ClereDynamics 365 FinOps Unified Developer ExperienceThis is for me the most important feature for Dynamics 365 F&O for several years! Discover the big change on the DEV & Admin part. Unified developer experience is now there to unify the way we work every day with the convergence on Power Platform, Dataverse, and the journey of One Dynamics One Platform: ODOP. Discover how you can develop now locally! We will see 3 parts in this session: Admin (Environment Strategy) from LCS to PPAC, Development side in X++ via Visual Studio locally working on multiple customers, and the ALM + DataALM part through Azure Dev Ops.
11:00Johan Persson - Securing D365 InfrastructureJohan PerssonSecuring your Dynamics 365 infrastructure: best practices and tipsEnsure the security and compliance of your data and systems, you need to follow some best practices and tips for securing your Dynamics 365 infrastructure. In this session, you will learn:
– How to secure access to Azure Resources. We will look at how you can secure access to Azure DEV VMs for D365Fo without breaking functionality, what challenges exist when setting up secure access from a Saas Service to Azure resources and how we can mitigate these for delivering a secure solution.
– How to use Entra ID identity and access for your Dynamics 365 users and applications. You will learn how to integrate securely and authenticated to D365FO, enforce multi-factor authentication and conditional access, and integrate with other Azure services.
– How to use Azure Key Vault and Azure Storage to store and manage your encryption keys and secrets for your Dynamics 365 data. You will discover how to create and manage key vaults and storage accounts, encrypt and decrypt your data, and rotate and revoke your keys and secrets.
12:00Paweł WoźniakSimple One Version Testing – Jedi Trials: Mastering the Force of Executive Automats 
13:00 Lunch Break 
14:00Nathan Clouse - D365FO Integration best practicesNathan ClouseIntegration Best Practices 
15:00Adria Ariste - D365FO Api ManagementAdrià Ariste Santacreu“Empower Your F&O Integrations with Azure API Management: Unlocking Superpowers!”In this session, we will explore how to use Azure API Management to expose and secure APIs from Dynamics 365 Finance and Operations (D365FO) OData, custom web services or Data Management Framework. We will also discuss how to use Azure API Management’s security features such as subscription key and policies to secure the exposed APIs.
16:00Sofia Platas - Bullet proof D365 APIsSofia PlatasAzure Load Testing and how to bulletproof your Dynamics APIsEasily analyse and improve efficiency of Custom APIs and more by simulating high-scale load tests in just a few clicks.

Dynamics 365 Community Summit 2024

D365 Summit is a Dynamics 365 Community Conference providing 5 Tracks of learning sessions delivered by world leading experts providing insight sharing how to overcome the transformation challenges related to Dynamics 365 Finance & Operations, Customer Engagement, Power Platform and AI Implementations include Enterprise, Finance, Supply Chain, Sales & Marketing, Customer Services, Business Intelligence and Development. 

*This Year we have introduced a small £15 token admin fee to confirm attendance. This is to help prevent non attendances affecting the limited event places & catering. 


27th April

D365 Integration Bootcamp

A Full Day Hands On Bootcamp focused on how to deliver integrations for Dynamics 365 Finance Operations, Customer Engagement & Power platform with technical and planning considerations before choosing Dual Write or Custom integrations takes place in person at the conference venue. 

26th April

D365 Customer Insights Bootcamp

A Full Day Hands On Bootcamp to Learn how to deliver Dynamics 365 Customer Insights to augment customer data profiles and deliver Marketing Automation based on Customer driven insights takes place in person at the conference venue. This Training includes Customer Insights Data and Customer Insights Journeys formerly known as Dynamics 365 Marketing.  

26th April

MB310 D365 Finance crash course
* In Person & Online Attendance

A 2 Day Crash Course in Dynamics 365 Finance will help prepare you for the MB310 Finance Certification delivered By MVP’s and MCT’s. Takes Place in Person at the conference venue, and also Online Virtually.  

24-25 April

MB330 D365 F&O Supply Chain crash course *Online Attendance

A 2 Day Crash Course in Dynamics 365 Supply Chain Management to help you prepare for the MB330 Dynamics 365 Supply Chain Associate Consultant Certification delivered by MVP’s, MCTs, and Author of the Supply Chain Publication. This will take place in person and also online to allow virtual attendance. 

22-23 April

Enterprise Transformation with Dynamics 365 FO, CE, Power Platform & A.I.

Learn how to deliver Enterprise Transformation with  Dynamics 365 Finance Operations, Customer Engagement,  Power platform & A.I. 

  • How to successfully deliver an integrated ERP & CRM
  • How to leverage Power platform in your ERP program
  • How to leverage AI into your process automation
  • How to rollout Scalable solutions across your organisation
  • Project Delivery Best Practices
  • How to achieve ROI and Organisation readiness for a cloud first SaaS  
FInance & Supply CHain Management Track

The Dynamics 365 Finance & Supply Chain Track focuses on Finance Management and Reporting, Supply chain & Warehouse Management, Retail & HR. 

  • Financial Controlling, Cost Accounting , Accounts Payable, Subscription Billing
  • A.I. in Financial Management 
  • Financial Reporting Patterns
  • Warehouse Management
  • Asset Management
  • H.R. Management
  • Dynamics 365 Commerce Implementation Approach and Debugging
Development Track

Development & Integration techniques for Dynamics 365 FO, CE & Power Platform

  • Dynamics 365 FO Development
  • Dynamics 365 CE & Power Platform Development
  • Dataverse Data Modelling
  • ALM & Devops
  • Azure Integration Patterns
  • Cyber Security
  • Security & Accessibility
  • Development best practices for Finance & Operations
  • Lifecycle Services
  • Managing version Updates
CX Track for Sales & Marketing, Customer Insights

Deliver your Sales & Marketing strategy using Customer Insights & A.I. to deliver effective engagements 

  • Dynamics 365 Sales and Customer Relationship Management 
  • Marketing Automation
  • 3rd Party Data to generate insights
  • Website Integrations
  • Customer Self Service Portals
  • Chat Bots
  • How to leverage Dataverse 
Customer Services, Field Services & Project Operations

Deliver your Services for project delivery, Field services and Call centre capabilities providing full automation from incident response and field service logistics 

  • Dynamics 365 Customer Services
  • Omni Channel Call Centre solutions
  •  How to successfully deliver a Dynamics 365 Field Services Implementation
  • How to successfully leverage Project Operations to schedule and automate your project delivery & resources

Venue : Microsoft Expo Lisbon

R. do Fogo de Santelmo 2.07.02, 1990-110 Lisboa, Portugal

Nearest Hotels: Ikonin Lisboa, Eurostars Universal Lisboa, Tivoli, Myriad Sana

Microsoft Expo Lisboa is beautifully located in Parque das Nações often referred to as Expo Park conveniently only a 5-10 mins drive from Lisbon International Airport. It is a popular destination for business travellers located near the port of the Tagus River and the world famous Vasco da Gama Bridge with many hotels, shopping malls and restaurants serving international cuisines.