365 Leadership Summit

MAY 16 – 17, 2024  |  DENVER, CO

The global summit for business and project leaders focused on Dynamics 365, Microsoft 365, Power Platform and Microsoft Copilot.








Attend 365 Leadership Summit immediately following DynamicsCon LIVE in Denver, Colorado.

Blend the in-depth technical sessions of DynamicsCon LIVE with the big-picture leadership insights of 365 Leadership Summit by attending both events. This combination will deepen your technical knowledge, expand your strategic thinking, and maximize the ROI of your trip to Denver, CO. 

What is 365 Leadership Summit?

Dates: Thursday, May 16 – Friday, May 17, 2024

Location: Denver Marriott Tech Center

C5 Insight’s 365 Leadership Summit is an independent event directly following DynamicsCon LIVE that shifts the focus from technical know-how to leadership strategies for managing successful Dynamics 365 CRM, Microsoft 365 Modern Collaboration, and Power Platform projects.

What is DynamicsCon LIVE?

Dates: Monday, May 13 – Thursday, May 16, 2024

Location: Denver Marriott Tech Center

DynamicsCon LIVE is a multi-track event featuring over 250 sessions on Microsoft Dynamics 365 products, Dynamics GP, and Power Platform. It offers an engaging, educational, in-person experience for the Dynamics User Group (DUG) community with opportunities for networking.


365 Leadership Summit Session Schedule

Thursday, May 16th

3:00 pm - 3:50pm | KEYNOTE BY MICROSOFT: Microsoft Copilot for Sales and Service: Get Customers Faster, Keep Customers Longer

In today’s fast-paced business environment, acquiring new customers and retaining existing ones is crucial for success. Microsoft Copilot for Sales and Service are powerful tools that can help you achieve both. In this session, targeted to c-level executives, sales and service directors and reps, and project leaders, we will explore how Microsoft Copilot can revolutionize your sales and service processes. From lead generation to meeting automation to customer retention, Microsoft Copilot provides a comprehensive solution that can help you get customers faster and keep them longer. Join us to learn how you can leverage the power of Microsoft Copilot to drive sales growth and enhance customer satisfaction.

This session will provide you with actionable insights and strategic frameworks to:

  • Accelerate Customer Acquisition
  • Enhance Customer Retention
  • Drive Operational Excellence
  • Leverage Data for Decision Making
  • Real-World Applications and Success Stories

Speaker: Microsoft

4:00 pm - 4:50 pm | CRM in the C-Suite

Harvard Business Review reports engaged digital leaders experience 10% acceleration in revenue growth. This session addresses the challenges and strategies for effective C-suite involvement in managing CRM initiatives and using CRM as a catalyst for organizational change.

  • Balanced C-Suite Engagement: Understand how to achieve the right level of C-suite involvement to avoid the extremes that can lead to CRM project failures.
  • Leadership Influence on CRM Success: Learn the two primary ways leaders can positively impact the success of customer engagement projects.
  • CRM as a Leadership Tool: Discover three strategies for adopting CRM as an effective tool for leadership and business transformation.

Whether you’re an executive looking to harness the power of CRM to drive change or a project leader aiming to keep the C-suite engaged, this session will help you realize how CRM can be a powerful, transformative leadership tool.

Speaker: Geoff Ables

4:00 pm - 4:50 pm | PMO Transformation: Project Portals Using Microsoft 365 and the Power Platform

In this dynamic session, we’ll demystify the wide array of available solutions and guide you in creating an effective project management portal tailored to your needs.

  • Fundamentals Exposed: Begin with an overview of basic tools like To-Do and Planner for simple project management needs.
  • Progressive PM Tools: Advance to more comprehensive tools such as Microsoft Project for the Web and Project Operations.
  • Creating a PMO Solution: Learn how to integrate Teams, SharePoint, and Hub sites with your chosen project management tools to build a holistic solution.
  • AI in Project Management: Explore the role of AI in enhancing project management, making processes more efficient and outcomes more impactful.

Whether you’re new to Microsoft’s project management tools or looking to enhance your existing skills, this session will equip you with the knowledge to lead and manage a wide range of projects effectively.

Speaker: Tricia Desso-Cox

4:50 pm - 5:10 pm | BREAK

5:10 pm - 6:00 pm | It's About Time: Better Activity Management with Dynamics 365 CE

In this session, we explore the critical role of activity management in project and business success and how Dynamics 365 CRM/CE can transform time management for your customer engagement teams.

  • Better Activity Management: Understand how improved activity management leads to better adoption, analytics, and AI integration.
  • Proactive Planning: Learn a 4-step approach to convert CRM into a proactive planning solution.
  • CRM Configuration: Gain insights on configuring CRM to streamline and accelerate activity management.

You’ll learn about the tools (Dynamics 365 and Microsoft 365) and techniques to shift from a reactive to a proactive work style, enhancing your teams’ efficiency and feeding valuable insights into AI solutions for accelerated success.

Speaker: Malcolm McAuley

5:10 pm - 6:00 pm | Better Together: Copilot, Dynamics 365 CE, Teams and SharePoint

Copilot has elevated the integration of Teams, SharePoint and Dynamics 365 CE to a new level. In this session, you’ll learn how these products integrate and how Copilot uses this integration to make Sales, Customer Service, and Marketing people more productive than ever.

  • Seamless Communication: Learn to make and receive Teams calls within Dynamics 365, using Copilot for efficient note-taking, summarizing, and follow-up actions.
  • Document Management with SharePoint: Understand how to manage Dynamics 365 documents via SharePoint and how Copilot can enhance this process, including document creation.
  • Unified Knowledge Sharing: Discover how to integrate knowledge from SharePoint, Dynamics 365, and public websites to address customer issues quickly.
  • Collaborative Problem Solving: Explore ways to share Dynamics 365 data with non-users, bringing together experts to resolve customer problems and drive sales swiftly.
  • Integrating Teams Chat with D365: Learn how to bring Teams Chat into Dynamics 365 for streamlined communication.
  • Custom Configuration: Understand the configuration options available to tailor these features to your business’s unique needs.

Speaker: Emily Boiteau

6:10 pm 7:00 pm | Mastering and Modernizing SOPs with Microsoft 365 and SharePoint

This session is ideal for anyone responsible for managing and implementing SOPs in their organization. Whether you’re already using these Microsoft solutions or not, you’ll learn how to declutter and modernize your Standard Operating Procedures (SOPs), policies, and templates with Microsoft 365 and SharePoint

Key Session Points:

  1. Streamlining SOP Management:
    • Learn how to leverage Microsoft 365 and SharePoint to transform the way your SOPs are created, approved, and organized.
    • Explore three approaches to manage SOPs effectively using SharePoint, Teams, and the broader Microsoft 365 suite.
  2. Creating and Approving SOPs:
    • Discover streamlined processes for SOP creation and approval within Microsoft 365.
    • Understand the best practices for drafting clear, concise, and effective SOPs.
  3. Organizational Strategies:
    • Learn effective methods for organizing SOPs, making them easily navigable and user-friendly.
    • Learn how to categorize and store SOPs in SharePoint for optimal accessibility.
  4. Ensuring SOP Compliance:
    • Explore advanced capabilities within Microsoft 365 and SharePoint to ensure that SOPs are available, read and followed by employees.
    • Discuss techniques to track compliance and engagement with SOPs.

Speaker: Jordan Loeffler

6:10 pm 7:00 pm | Transformative Change Management: Creating a Center of Excellence

Leaders in change management have found that establishing a Center of Excellence (CoE) for change initiatives can be a critical step in successfully driving changes in behavior, thinking, and culture. In this session, you’ll learn practical steps and strategies for setting up and evolving a CoE tailored to your organizational needs.

  • Understanding CoE: Grasp the concept of a Center of Excellence and its significance.
  • Application in Microsoft 365 Changes: Explore how CoE can be applied to various Microsoft 365 changes, including BI/data-centric approaches, AI adoption, and fostering a culture of citizen developers through Power Apps.
  • Evolving a CoE: Learn about the four stages of developing a CoE.
  • Microsoft’s CoE Power App Solution: Discover how Microsoft’s CoE Power App can be integrated into your CoE strategy.
  • Setting Up a CoE: Follow these first six steps to develop a CoE in your business.

Speaker: Geoff Ables

7:30 pm - 9:30 pm | WELCOME RECEPTION

Friday, May 17th

7:00 am - 8:00 am | BREAKFAST

8:00 am - 8:50 am | KEYNOTE: 7 Habits for AI Transformation Success

Ready-or-not emerging AI and Copilot capabilities will transform every business. In this session, you’ll learn 7 essential components that every successful digital workplace project must have to prepare for the coming changes. You’ll learn about:

  • Proven Planning Strategies: Crafting a vision and a plan for AI and digital transformation.
  • Stakeholder Engagement: Ensuring involvement from the C-suite to front-line employees.
  • Designing for Differentiation: Using AI to tailor your technology – not only driving operational efficiency, but delivering competitive differentiation.
  • Data Quality & Governance: AI is only as good as your data. Learn to overcome the garbage-in, garbage-out syndrome that is already undermining AI operations in many organizations.
  • Cultivating a Culture of Change: Ride the wave of change by driving adoption through learning, development, communication and active listening.
  • Support, Maintenance and Continuous Improvement: Ensure your digital workplace AI continues to learn and grow.
  • People-Centric Success: Strategies to ensure your AI initiatives remain centered on customer and employee needs.

Speaker: Geoff Ables

9:00 am - 9:50 am | Adoption Accelerators

Tackling successful change management can be an overwhelming task. This session demystifies the process, offering a range of approaches and technology solutions to transform how your team operates and embraces change.

  • Adoption Strategies: Learn successful techniques to encourage team adoption of new processes and technologies.
  • Learning and Development Solutions: Explore learning solutions that support and facilitate change management.
  • Effective Surveying Techniques: Discover methods to gather feedback and insights from your team effectively.
  • Governance and Adoption: Understand how proper governance can drive successful adoption.
  • Incentive Approaches: Discover incentive strategies like “Carrots, Sticks, and Candy Bars” to motivate your team.
  • Meetings’ Role in Adoption: Examine the impact and structuring of meetings to foster adoption.

By the end of the session, you’ll be equipped with over 20 tools and ideas to accelerate adoption in your organization!

Speaker: Emily Boiteau

9:00 am - 9:50 am | Roadmap to (Re)Launching Your D365 or M365 Project

Between 40%-70% of digital workplace projects fail two or more times before organizations get it right. This session delivers an annual planning framework for moving your project forward, getting it back on track, or starting a new project with the right foundation.

  • Value Articulation: Learn to understand and communicate the value of your project to management effectively.
  • User and Leadership Engagement: Discover strategies to involve users and leadership in planning.
  • Practical Planning Exercises: Participate in group planning exercises you can replicate with your team.
  • Streamlined Facilitation Methods: Acquire unique facilitation techniques that simplify and enhance the planning process.

By the end of this session, you’ll have a clearer understanding of how to create a plan that not only aligns with your organizational goals but also positions your project for success from the start.

Speaker: Tricia Desso-Cox

9:50 am - 10:10 am | BREAK

10:10 am - 11:00 am | Revenue Engineering: A Non-Technical Workshop on Creating a CRM-Ready Sales Process

To increase deal size, shorten cycle lengths, improve win rates, provide accurate forecasts, etc. then you need a sales process. In this non-technical session, you will learn to create a sales process that your users will adopt, that your leaders can manage, and that drives measurable results.

  • Sales Process Development: Learn to create a manageable sales process that drives measurable results and gets adopted.
  • Aligning with Buyer’s Processes: Discover how top-performing sales teams design processes that sync with their buyer’s journey.
  • Team Adoption: Master the techniques for onboarding your sales team and engaging them in following and continuously improving the sales process.

Learn strategies to make your sales process effective and embraced by your team.

Speaker: Tricia Desso-Cox

11:00 am - 11:50 am | We've Got to Stop Meeting Like This: Better Meetings with D365 and M365

If you haven’t leveraged digital workplace solutions like Teams, SharePoint, and CRM for managing team meetings, you’re missing out on a significant portion of your investment’s potential. In this session, we’ll explore the three stages of digitally transforming your meetings across your sales, service and marketing teams.

  • Stages of Digital Meeting Transformation: Explore the three stages of digitizing your team meetings for enhanced productivity.
  • Improving 1-on-1 and Team Meetings: Learn techniques to drive improvement in both individual and group meetings.
  • Utilizing CRM for Peer Group Meetings: Discover how CRM can facilitate effective roundtable discussions among peer groups.
  • Unlocking Teams and SharePoint Secrets: Uncover hidden features in Teams and SharePoint that can drastically enhance meeting efficiency.
  • Integrating CRM Dashboards with Teams and SharePoint: Practical tips for combining these tools to engage your team, drive continuous improvement, and focus on the bottom line.


  • Boost top-line revenue by 10% by becoming a digital leader
  • Create a culture of visibility, accountability and teamwork
  • Give every team member a voice to drive innovation and buy-in
  • Dynamics and Teams templates to aid you on your journey

By the time we’re done, you’ll have a vision for revolutionizing your team meetings with Microsoft technology to unlock unprecedented levels of engagement, efficiency, and productivity.

Speaker: Tricia Desso-Cox

12:00 pm - 12:30 pm | LUNCH

12:30 pm - 4:30 pm | Around D365 in a Half-Day

This informative half-day workshop is for anyone who wants to maximize their use of Dynamics 365 CE — from beginners to experienced users. It’s an ideal opportunity for those interested in the current Copilot features and integrations with SharePoint, Teams, Outlook, and more.

Workshop Highlights:

  • Complete App Demonstrations:
    • Dynamics 365 Sales
    • Dynamics 365 Customer Service
    • Dynamics 365 Field Service
    • Dynamics 365 Customer Insights – Journeys (Marketing)
    • Dynamics 365 Customer Insights – Data (CDP)
    • Dynamics 365 Customer Voice (Surveys)
  • In-depth Integration Insights: Learn about integrations with SharePoint, Teams, Outlook, LinkedIn, and ERP systems (Business Central and F&O).
  • Extending and Automating Dynamics 365: Explore how to extend and automate using Power Automate and Power Apps.
  • Advanced Reporting: Delve into reporting with included dashboards, Excel, and Power BI.

Presentation Style:

  • Engaging demonstrations using slides.
  • Dozens of concise recordings (accessible for later review).
  • Interactive live demos showcasing real-time capabilities.

Speakers: Jennifer Dorward, Emily Boiteau, and Pablo Peralta

12:30 pm - 4:30 pm | Around M365 in a Half-Day

Whether you’re new to Microsoft 365, looking to deepen your understanding of its diverse applications, or wanting to stay up to date with its latest features, join us for this comprehensive half-day session. It’s an excellent opportunity for attendees to explore the functionalities, integrations, and possibilities of the constantly evolving technology within M365.

Workshop Highlights:

You will learn how to apply the key M365 tools and create a complete intranet and engagement platform using SharePoint, Teams and Viva, including:

  • How to create and design a team and adopt best practices
  • Understanding document management and how to integrate your SharePoint home with Teams using Viva
  • Tips for integration with Teams, OneDrive, Dynamics 365 and more
  • Experience demos of almost every Microsoft 365 module
  • How to engage your Leadership Team through the communication tools of 365
  • The foundation for M365 success – creating a roadmap, project plans, governance and change management
  • Planning and governance processes to keep your internal communications, collaboration and document management safe, simple, secure and searchable

Key Takeaways:

  • Bite-sized videos you can show your team later
  • Complete overview on Viva
  • Master the art of creating a demo that sparks the imagination of leaders and front-line users
  • Clearly understanding the value of a digital workplace project and articulate it to management
  • Foundation for Office 365 success—roadmap, project plans, governance and change management
  • Creating a SharePoint project team network
  • Estimate, and measure, the ROI of your SharePoint project
  • Conducting a health check
  • Tips for integration with Teams, One Drive, Dynamics 365 and more
  • Governance and information architecture

Presentation Style:

  • Engaging slide presentations covering a wide range of Microsoft 365 applications.
  • Access to concise video recordings for later review and deeper understanding.
  • Interactive live demonstrations, showcasing the real-time capabilities of Microsoft 365 in various business scenarios.

Speakers: Malcolm McAuley & Jordan Loeffler

Looking for Business Central / Microsoft Dynamics NAV content?

We’re partnering with Innovia to give our attendees complementary access to InnoviaCon: an independent event for businesses seeking to harness the full potential of Business Central / Microsoft Dynamics NAV systems.

InnoviaCon is happening alongside 365 Leadership Summit at the Denver Marriot Tech Center, so invite your ERP colleagues, too!

“For business leaders seeking transformative digital strategies with Dynamics 365 and SharePoint, I recommend C5 Insight’s sessions without reservation. Their expert content has consistently empowered our business and technology leaders to drive successful change. I eagerly anticipate the 365 Leadership Summit.”

Rick Fraumann, Vice President, Sales | Texas Disposal Systems


“I’ve attended multiple sessions delivered by C5 Insight along with our COO and CIO. Their sessions have transformed Microsoft’s technologies into leadership assets for us, guiding our company-wide innovation. Their events are invaluable.”

Travis Mlakar, CEO | Millcraft Paper Company

“The knowledge C5 Insight shares in their sessions goes beyond basic SharePoint and CRM training. They provide strategies that have helped us re-think processes, drive adoption, get leadership buy-in, improve governance, project management and more.”

 John O’Connell, CIO | Silver Oak Cellars

Our Speakers


Geoff Ables, MVP
Managing Partner, C5 Insight

Entrepreneur, bestselling author, and international keynote speaker Geoff Ables is a digital customer and employee engagement thought leader. His most recent book, “The LUCK Principle,” delivers fresh insight and inspiration into creating people-centric workplaces. His firm, C5 Insight, has twice been named an Inc 5000 company and advises clients on customer relationship management and digital workplace leadership. They implement Microsoft solutions including Dynamics 365, SharePoint/Teams, and the Power Platform. Geoff is an avid motorcycle, wine, and bourbon enthusiast and has appeared as a guest on “The Impractical Jokers.”


CRM in the C-Suite

4:00 pm – 4:50 pm

Transformative Change Management: Creating a Center of Excellence
6:10 pm – 7:00 pm



[KEYNOTE] 7 Habits for AI Transformation Success
8:00 am – 8:50 am



Tricia Desso-Cox
Managing Director, C5 Insight

Tricia Desso-Cox lives at the intersection of people-centric processes and technology. Nowhere is this more evident than in her Amazon best-seller, “Revenue Engineering: 5 Steps to a CRM-Ready Sales Process.” Tricia has a Masters in Management, Six-Sigma Green Belt, and wears the hat of EOS Integrator for C5 Insight. She has vast experience engaging with sales, marketing, customer care, information technology, human resources and internal communications leaders. When she’s not working, Tricia enjoys traveling both domestic (only 12 states to go!) and abroad, as well as spending time outside hiking, biking and paddle boarding.


PMO Transformation: Project Portals Using Microsoft 365 and the Power Platform
4:00 pm – 4:50 pm



Roadmap to (Re)Launching Your D365 or M365 Project
9:00 am – 9:50 am

Revenue Engineering: A Non-Technical Workshop on Creating a CRM-Ready Sales Process
10:10 am – 11:00 am

We’ve Got to Stop Meeting Like This: Better Meetings with D365 and M365
11:00 am – 11:50 am




Malcolm McAuley, MVP
Senior Business Solution Analyst, C5 Insight

A comical, people-centric strategic thinker, Malcolm is interested in engaging with like-minded individuals who want to make the world a better place. He is a firm believer that technology has the power to increase organizational efficiency and enhance the lives of those who use it and strives to support those who wish to leverage all that technology has to offer.


It’s About Time: Better Activity Management with Dynamics 365 CE
5:10 pm – 6:00 pm


Around M365 in a Half-Day
12:30 pm – 4:30 pm



Jordan Loeffler
Sales Consultant, C5 Insight

Jordan Loeffler is the latest addition to the C5 Insight family, bringing with him a wealth of experience from his nearly ten-year tenure at Microsoft. Having led and inspired numerous sales teams, he is eager to share his passion and vision with our valued customers. Jordan resides in the vibrant NYC, where he enjoys a variety of hobbies. Whether it’s strolling with his adorable puppy, watching a captivating movie, or capturing the city’s beauty with his film camera, Jordan always finds joy in life’s simple pleasures.


Mastering and Modernizing SOPs with Microsoft 365 and SharePoint
6:10 pm – 7:00 pm


Around M365 in a Half-Day
12:30 pm – 4:30 pm



Emily Boiteau
Senior Solution Architect, C5 Insight

Emily Boiteau is an experienced Solution Architect at C5 Insight with a passion for people-centric digital solutions. With over 8 years of experience, Emily has led successful CRM implementations in various organizations, helping them streamline their business processes and improve customer engagement. When taking a break from (trying) to keep up with the latest and greatest technologies, Emily can be found enjoying craft beer, going for a hike or traveling around the globe.


Better Together: Copilot, Dynamics 365 CE, Teams and SharePoint
5:10 pm – 6:00 pm


Adoption Accelerators
9:00 am – 9:50 am

Around D365 in a Half-Day
12:30 pm – 4:30 pm



Jennifer Dorward
Solution Architect, C5 Insight

Jennifer Dorward is a Solution Architect with C5 Insight and Microsoft Certified in Power Apps, Power BI, Power Automate, Power Virtual Agents, Dataverse and Dynamics 365 CE/CRM. Jennifer has consulted on enterprise-level initiatives and strategies, managed full-cycle CRM implementations, and been hands-on with the full range of Dynamics 365 CE and Power Platform applications while leveraging data for continual business process improvement.


Around D365 in a Half-Day
12:30 pm – 4:30 pm



Pablo Peralta
Senior Solution Architect, C5 Insight


Around D365 in a Half-Day
12:30 pm – 4:30 pm


Register for 365 Leadership Summit



Don’t forget to use promo code DCATTENDEE if you’re attending DynamicsCon LIVE.

Your Questions, Answered

Does my 365 Leadership Summit registration include all sessions?

Yes, your registration includes all the sessions at our event on both Thursday and Friday.

Do I need to register for both DynamicsCon LIVE and 365 Leadership Summit?

You do not have to register for both events. However, we strongly encourage you to attend DynamicsCon LIVE and 365 Leadership Summit given their complementary content.

  • Register for DynamicsCon LIVE here.
  • Register for our 365 Leadership Summit using the form below.

Can I get a discount for 365 Leadership Summit if I also register for DynamicsCon LIVE?

Yes! Through a special arrangement with DynamicsCon LIVE, we can offer you a significant discount if you registered (or plan to register) for DynamicsCon LIVE.

Use promo code DCATTENDEE to get a discount of $300 on your 365 Leadership Summit Registration.

Why should I attend 365 Leadership Summit?

The 365 Leadership Summit is designed exclusively for leaders, delivering content that empowers them to shape the future of work in the digital age using Microsoft enterprise solutions.

In just two days, you’ll learn strategies for navigating the complexities of Dynamics 365, Microsoft 365, Power BI, and Power Platform projects, helping you sidestep common obstacles and effectively lead your teams toward success.

It’s a transformational event that will equip you with the tools, knowledge, and strategies you need to not only drive change but also secure impactful, lasting results within your organization.

When and where is the event?

The 365 Leadership Summit will be held on May 16-17, 2024, at the Denver Marriott Tech Center in the Larkspur and Primrose conference rooms. If you’re attending DynamicsCon LIVE before our 365 Leadership Summit, you can make a reservation here to secure special rates at the hotel.

Can I register a group?

Yes. If you have a group of four or more people that you’d like to register together, please contact us here. We will help you register your full team at a discounted rate.

Is there content for our ERP team too?

Yes. Another event will be delivered at the same time and venue called InnoviaCon. This event is focused on organizations using (or planning to use) Dynamics 365 BC (Business Central). You can register for their event here.

Your team is welcome to attend sessions from both 365 Leadership Summit and InnoviaCon, but please remember to register for both events if you plan to attend sessions at both.

Interested in how we can improve your customer and employee engagement?
Contact us for a free assessment ►

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