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What Is Community Summit North America 2024?

Community Summit NA (North America) is the largest independent event for the Microsoft business applications ecosystem. It gathers thousands of attendees from across roles, industries, and continents to attend sessions delivered by experts, leaders, partners, and MVPs who share real-world tips, strategies, and trainings on leveraging Microsoft Dynamics 365, Power Platform, and other Microsoft business applications.

Key highlights of the summit include:

  • Comprehensive Content: Attend 600+ sessions on strategic topics like digital leadership to technical deep dives on specific tools like Copilot and Dynamics 365.
  • Tech-Medic Help Desks: Get in-person help from industry experts available to solve specific issues and problems for ERP, CRM, Power Platform, and others.
  • Academy at Summit: The Community Summit Academy program precedes Community Summit NA, earning attendees CPE credits and valuable skill-building through full day, hands-on training.
  • Expo Floor: 260+ consultants, partners, and ISVs exhibit their solutions to fill the gaps and challenges in your Microsoft systems.
  • Networking Opportunities: With thousands of diverse attendees going to Texas for Community Summit NA 2024, the networking opportunities are endless.

Community Summit North America 2024 will take place on October 13-17 at the Henry B. Gonzalez Convention Center in San Antonio, TX.

Community Summit NA 2024 Sessions by C5 Insight

C5 Insight is proud to present over 10 sessions at this premier event in addition to several Academy at Summit classes preceding Community Summit North America 2024.

 

Teams, Telephony, Copilot, SharePoint & Dynamics 365 CE: Power Partners!

This session explores the latest integrations between Microsoft Copilot, Teams, SharePoint, Dynamics 365 CE/CRM, and Model-Driven apps, highlighting how to incorporate AI into the user experience. You will learn about the various integration options, setup processes, and the pros and cons of each.

Key topics

  • Sharing CRM data with non-CRM users for faster problem-solving and increased sales.
  • Leveraging conversation intelligence that integrates Teams Telephony, Model-Driven Dynamics 365 CE apps, and ChatGPT for enhanced sales and service interactions.
  • Connecting Copilot for Sales with Outlook and Excel to boost sales team performance.
  • Bringing Teams Chat into Dynamics 365 for improved collaboration.
  • Enhancing document management.

 

Adoption Accelerators for Dynamics 365 and Copilot

This session breaks down the complexities of change management, offering practical strategies and Microsoft solutions to improve business operations and employee adoption. Whether you’re focusing on Copilot, Dynamics 365, Microsoft Teams, or other tools, by the end of this session, you will have over 20 tools and ideas to boost adoption within your organization.

Key topics

  • Adoption strategies
  • Learning and development solutions
  • The role of governance in adoption
  • Techniques for effective surveying to gather team feedback and insights
  • Incentive methods, including “Carrots, Sticks, and Candy Bars,” to motivate your team
  • Structuring meetings to promote adoption

 

It’s About Time: Rethink Time Management with Dynamics 365 CE

This session highlights how Dynamics 365 CRM/CE can transform time management for customer-facing teams, emphasizing its role in achieving organizational goals and enhancing knowledge sharing. Despite its potential, many organizations miss out due to a reactive work culture.

Key topics

  • The importance of better time management
  • Tools and options to simplify time management for users
  • Training strategies to shift users from reactive to proactive activity management
  • The critical role of activity management in project, business, and team success
  • Leveraging Viva Goals, Forecasting, Sales Accelerator, Updates, and other automation features of Dynamics 365 and Microsoft 365 for improved planning, management, and tracking of activities

 

Dynamics 365 Customer Insights Data: Create a Definitive 360-Degree Customer Profile

Imagine having a single customer profile that unifies data from all your platforms, matches and deduplicates records, enriches information with external data, and predicts the next best service to offer. Welcome to the world of Dynamics 365 Customer Insights – Data, the most advanced customer data platform (CDP) available. When combined with the full Microsoft application suite—Dynamics 365, Azure, Power BI, and Microsoft 365—it delivers an unparalleled 360-degree view of every customer.

Key topics 

  • Unifying data from various sources
  • Matching and deduplicating customer records
  • Enriching customer profiles with external data
  • Using predictive modeling to identify the next best service
  • Integrating with Dynamics 365, Azure, Power BI, and Microsoft 365 for a comprehensive view
  • Building long-lasting, mutually beneficial customer relationships

 

PMO Transformation: Create a PMO Portal Using the Dataverse, SharePoint and Teams

Many businesses struggle with incomplete, complicated, and non-standardized project management systems, leading to quality concerns, decreased productivity, and low employee satisfaction. This dynamic session will explore the requirements for a modern project management office (PMO) and showcase Microsoft solutions that streamline the entire project management process across the enterprise.

Key topics

  • Exploring task management tools like Planner, Project for the Web, and Project Operations
  • Enhancing collaboration through project portals
  • Sharing project knowledge effectively within teams
  • Creating dashboards for leadership insights
  • Implementing AI to optimize project management
  • Unifying project management solutions across the enterprise with Microsoft’s strategy
  • Integrating project management tools with SharePoint and Teams
  • Managing and securing multiple projects in a centralized platform

 

We’ve Got to Keep Meeting Like This: Improve Team Meetings with Copilot, D365 and M365

If you’re not using digital workplace solutions like Microsoft Teams, SharePoint, and Dynamics 365 CRM for managing team meetings, you’re wasting time and letting your technology investment sit on the table. In this session, we’ll guide you through the three stages of digitally transforming meetings across your entire organization.

Key topics

  • Three phases of enhancing team meetings through digital tools.
  • Methods to improve productivity in both individual and group settings.
  • How CRM can facilitate effective peer group meetings and roundtable discussions.
  • How to use Copilot’s capabilities before, during, and after meetings to improve efficiency.
  • Unlock hidden features in Teams and SharePoint that improve meeting outcomes.
  • Practical tips for combining these tools to engage your team, promote continuous improvement, and achieve goals.

 

The 3 C’s: Copilot and CRM in the C-Suite

Engaged digital leaders see a 10% boost in revenue growth, according to Harvard Business Review. This session will tackle the challenges and strategies for involving the C-suite effectively in AI and CRM initiatives, positioning these tools as catalysts for organizational transformation.

Whether you’re an executive looking to leverage Copilot and CRM for change or a project leader striving to keep the C-suite actively engaged, this session will show how these solutions can serve as powerful leadership tools.

Key topics

  • Learn how to maintain optimal C-suite involvement in AI and CRM projects.
  • Understand the ways leaders can shape the success of customer engagement and AI initiatives.
  • Discover strategies for integrating digital solutions as impactful leadership tools.

 

Crafting Custom Copilots: The Strategic Overview

Microsoft’s Copilot offerings have been transforming businesses for nearly a year. However, the true potential lies in custom-built AI applications, which can far exceed the value of out-of-the-box solutions. This session offers a non-technical exploration of real-life custom AI applications, showcasing the impressive ROI businesses are already achieving.

You’ll walk away with a notepad full of ideas on how your teams can leverage AI to lower costs, improve productivity, enhance customer experiences, and more!

Key topics

  • Real-life examples of custom AI applications and their impact
  • Overview of the ROI businesses are already realizing
  • Demos of Copilot Studio, Azure AI Studio, Copilot Plugins, and Connectors
  • Strategies for integrating AI into daily tasks to enhance productivity and efficiency
  • Ways to improve customer and employee experiences while reducing costs

 

Microsoft 365 Copilot: Level Up Your Skills

Microsoft 365 Copilot is adding new skills faster than you can say “Copilot, tell me what’s new with you.” This session is for users eager to deepen their mastery of Microsoft 365 Copilot by exploring both the latest updates and lesser-known features. Participants will uncover hidden gems within the toolset and gain actionable insights for applying new features to enhance their daily workflow, transforming productivity and collaboration techniques.

Key topics

  • Latest features in Teams, Outlook, Word, PowerPoint, Excel, Loop, OneNote, Edge, and more
  • Spotlight on subtle but powerful features often overlooked
  • Advanced tips and strategies for maximizing productivity
  • Techniques for improving collaboration with new Copilot capabilities
  • Insights into leveraging the full potential of Microsoft 365 Copilot

 

Mastering and Modernizing SOPs with Copilot, Teams and SharePoint

Standard Operating Procedures (SOPs) are crucial for maintaining consistency, quality, and efficiency, ensuring profitability in any organization. Despite their importance, many businesses lack a well-defined method for developing, storing, and improving SOPs. This session will provide a vision for modernizing SOP management, leveraging Microsoft 365 tools to enhance SOP development, approval, storage, training, access, and continuous improvement.

Key topics

  • Streamlining SOP management, monitoring, and compliance
  • Transforming SOPs with Power Automate approvals, SharePoint versioning, and Copilot
  • Utilizing an SOP Portal with Copilot, Teams, and SharePoint integration
  • Best practices for SOP development and continuous improvement
  • Enhancing training and access to SOPs through Microsoft 365

 

Ally Is My Copilot: A Session About Copilot, Delivered by AI

Join C5 Insight’s AI, Ally Jameson, for an exciting and groundbreaking session about Microsoft’s Copilot offering. As the first AI to deliver a session about AI, Ally will showcase the capabilities and potential of Copilot. This session will cover what Copilot can do, its near-term expectations, and how it may transform business operations. Don’t miss this unique opportunity to witness the future of AI in action and learn about the potential of Copilot to revolutionize the way we work.

Key topics

  • Capabilities and potential of Microsoft’s Copilot for daily tasks
  • Near-term expectations and future impact of Copilot on business
  • Live demonstrations of AI in action
  • Exploring the revolutionary potential of Copilot in the workplace

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