Power Community

Power Community

Financial Services Summit

Financial Services Summit 2021
From Thursday 21st October 2021
Customer service customization
Abdelkader TOUIMER - Consultant

Customization dynamics 365 customer service

6:00 pm 7:00 pm
Are You Afraid of Managed Solutions?
Tom Northrup - Snr. Architect Dynamic Consultants Group

Are You Afraid of Managed Solutions? Tom Northrup from Dynamic Consultants Group will deliver a deep dive into managed solutions and best practices for application lifecycle management when working with managed solutions. 

5:00 pm 6:00 pm
Digital Data Transformation for Nonprofits
Alex Kasavin - Senior Product Manager, Tech for Social Impact

The COVID-19 pandemic has challenged nonprofits and NGOs to adapt their operations and their services like never before. This session will discuss the digital transformation needs of nonprofits, the challenges that they face in making the most of their data, and how the Microsoft Cloud for Nonprofit can accelerate nonprofit mission impact. We will cover [...]

4:00 pm 5:00 pm
Digital Transformation with Dataverse for Teams
Srikumar Nair - Principal GPM at Microsoft

Srikumar Nair is principal GPM on Microsoft Dataverse team and author of a new book "Digital Transformation with Dataverse for Teams", which was published earlier this month. He will be speaking about how digital transformation is a necessity and how Microsoft is democratizing digital transformation (app building, automations etc.) with Power Platform. The Power of [...]

4:00 pm 5:00 pm
Microsoft Dataverse Summit Keynote
Ryan Jones - Microsoft

Dataverse Summit Keynote will be delivered by none other than Ryan Jones, Microsoft's General Manager and Product Lead for Dataverse!

6:00 pm 7:00 pm
Delete your integrations! Patterns for system integration beyond movement
Dustin Domerese - Dynamics & Transformation Lead

Stop building new integrations! Developing new data integration is not always the right architecture to solve a business problem. The more data being synchronized the more problems can be introduced. The right solution for how to solve a business problem is not always easy to see. It seems like there can be ten ways to [...]

8:00 am 9:00 am
Build your own Dataverse data model – understand data types and relationship
Jörgen Schladot - Solution Architect

Build you 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 types available in data verse like Lookup, columns, Date, Currency, Choice [...]

1:00 pm 2:00 pm
Let’s automate all your D365 and M365 documents – with Dataverse, PowerAutomate, Power Apps & dox42!
Norina Vogelsinger - Business Technology Evangelist

Real life business processes require the generation of documents like quotes, reports, contracts, emails, etc... Use dox42 to automatically generate these documents with data from all sources by simply clicking a button directly in your Dynamics 365 applications, in a Power App or by letting a Flow do all the work for you! What you [...]

12:00 pm 1:00 pm
Dataverse Entities of Project Operations Lite
Priyesh Wagh - D365 Solution Architect, Microsoft MVP

Presenting a birds-eye view of the common entities for Project Operations Lite!

7:00 pm 8:00 pm
Bringing Power BI into the Dataverse (and bringing Dataverse into Power BI)
Scott Sewell - Microsoft Principal Program Manager

Most Dataverse implementations, whether they be Power Apps or Dynamics 365 CE on the front-end, contain amazingly valuable data for the end-users and for the organizations' leadership. Additionally, most Dataverse-based apps would benefit from additional data to enrich the '360-degree' view of an entity. Learn the surprising options and best practices (and potential pitfalls) of [...]

Getting started with Dataverse – first steps to have your own trial or developer environment and start learning and experimenting
Jörgen Schladot - Solution Architect

So you followed the Dataverse Summit and took away all the great impressions from the sessions. But now you want to get started, test and try some of the things in your own environment, maybe in a trial or developer instance. The question is - where do you start? How do you get your own [...]

5:00 pm 6:00 pm
Dataverse as a Governance Tool!
Chris Huntingford - Power Platform Lead

You think Dataverse is just for data, right? WRONG! We will run through just why you need Dataverse in your organisation. Come and witness a demo-rich session where we will show you some of what goes on under the hood of the Power Platform. With Dataverse Duo Antti Pajunen and Chris Huntingford Presenting This Session [...]

2:00 pm 3:00 pm
Customer Service Data structures and common customizations
Neil Parkhurst - Microsoft Business Solutions MVP

World renowned Customer Services Expert Neil Parkhurst Presents Dynamics 365 Customer Service - Data structures and common customizations. Dynamics 365 Customer Service Dataverse tables explained along with some useful tips on how to approach some commonly requested customizations.

Sales Accelerator solutions for Dataverse
Mihir Shah - Solution Architect

This session will focus on the Sales solution in Dataverse. Learn about the model driven Sales apps for Dataverse, the data model, sales business process flow and related functionality. The new features being released along with 2021 wave-2 enhancements including Sales accelerator and productivity enhancements. And finally the lead and opportunity AI prediction model and [...]

Matrix Data Access security in Microsoft Dataverse
Alex Shlega - Solution Architect

In this session, we will look at the traditional security model in Microsoft Dataverse, and we will compare it with the new Matrix Data Access structure - that's a new feature that's being rolled out in public preview in November. It brings in the ability to decouple record owners from owning business units. Which, in [...]

3:00 pm 4:00 pm
Center of Excellence Starter Kit
Manuela Pichler - Senior Program Manager Microsoft

In this session we'll review the components available in the Center of Excellence Starter Kit that Microsoft's Power Customer Advisory Team provides. The CoE Starter Kit enables organizations to get started with developing a strategy for adopting and supporting Microsoft Power Platform and enabling Makers and Administrators to work more effectively.

Dual-Write integration Overview
gnanendra reddy - Architect

Dual-write is an out-of-box infrastructure that provides near-real-time interaction between customer engagement apps and Finance and Operations apps. This session explains the Overview, Configuration and Capabilities of Dual-Write for integration between D365 FO and D365 CE apps.

3:00 pm 4:00 pm
Unpacking the CoE Starter Kit
Michael Ochs - Executive V.P.

In this session we'll review the components available in the Center of Excellence Starter Kit that Microsoft's Power Customer Advisory Team provides. The CoE Starter Kit enables organizations to get started with developing a strategy for adopting and supporting Microsoft Power Platform and enabling Makers and Administrators to work more effectively.

Advanced Templating in Dataverse using XTL
Florian Krönert - Senior Software Engineer at ORBIS AG

XTL is an OpenSource templating language specifically created for Dynamics / Dataverse. It is a modular stack, which provides you with a generic plugin which can process template expressions for generating all text processing needs inside your organization, e.g.: - Generation of salutations - Formatting of addresses - Email templating - Default names - Much [...]

12:00 pm 1:00 pm
PowerPortal Integration Architecture
Ivan Dubichev - Solutions Architect

Ever wondered how to surface 3rd party application interfaces or data through a PowerApps portal? Look no further- this deep dive session will cover the principles of integration architecture, usability, and security with regards to extending portal capabilities for your clients.

8:00 pm 9:00 pm
The Dataverse ALM and Governance Story
Rami Mounla - Solution Architect

Is Dataverse the new Lotus Notes? Absolutely not! Microsoft ensured that this would never happen. To avoid the pitfall of other productivity products that proliferate and go out of control, Microsoft has spent a significant amount of investment in ensuring that Dataverse solutions can be monitored and governed at an enterprise scale. Elements like the [...]

9:00 pm 10:00 pm
PCF controls – Hands-On for Pro developers
Tiago Trindade - .Net Architect / Senior Software Engineer

This is a call for Pro developers! The idea of this session is to demonstrate how to create PCF controls, include them in a pipeline and import in a real Dynamics 365 application. In this session you will see: - Git commands - How to Create New Branchs - How to add a commit descriptions [...]

9:00 am 10:00 am
Finance Operations Integration options Dataverse
Faisal Fareed - Dynamics 365 Finance Technical Solution Architect

A demonstration of how Finance Operations and Supply Chain Management data is getting available in dataverse to perform many business processes without any customization or following no-code/low-code principles. Demonstration will be comprises of Data Integrator, Dual-write, virtual entities, and Business Events.

7:00 pm 8:00 pm
Accelerating transformation with Higher Education Accelerator
Shekar Kadaba - Chief Experience Officer

Through this session, we will be looking at Microsoft's Education Accelerator, its impact and relevance in the current and post-pandemic Higher Education sector, its limitations and how we have extended the higher education accelerator for the purpose of creating a holistic 360 view of not just a student, but the entire constituent ecosystem of Colleges [...]

5:00 pm 6:00 pm
Dataverse as a governance tool and not just for data!
Antti Pajunen - MVP

You think Dataverse is just for data, right? WRONG! We will run through just why you need Dataverse in your organisation. Come and witness a demo-rich session where we will show you some of what goes on under the hood of the Power Platform. This is going to get INTENSE!

Let’s integrate! D365 Business Central & D365 for Sales
Tomas Kapitan - D365 Systems Architect

In this session, we will focus on how to set up integration between D365 Business Central & D365 for Sales. In the first part, we will look at the standard integration (how it can be handled by any user), in the second part, we will take a look at the basics that are available for [...]

Orchestrate LOB apps using the Power Platform bundle
Manish Luhana - Power Platform Solutions Architect

In this session, attendees will learn how Power Platform (as a low code/no-code platform) can be leveraged to create LOB apps surrounding the business processes quickly by using the existing Microsoft 365 licenses in an organization. A complete walkthrough of all the capabilities of Power Apps in action using - Power App, Power Automate, Power [...]

12:00 pm 1:00 pm
Storage and Dataverse
Gopinatha Reddy - Storage and Dataverse

Would like to give a session on Legacy and New Storage, Benefits with New Storage, Capacity Scenarios, Free up storage space of Database, File and Log, Capacity Purchase and an overview on Dataverse.

Power BI For Dataverse Tips
Elin Eve - Data Analyst

Power Bi, Data verse and complex Dax

Design quick Integration using dataverse
Muhammad Mustajab - CE Technical & Power Platform Consultant

Dataverse give us a common ground that can help us to acccess all our application in our tenant and integrate them. How we can do that? This session will answer that 🙂

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