D365 Friday Seattle

Fri, November 2, 2018
8:00 AM – 5:30 PM PDT
Advanta B
3003 160th Ave SE
Bellevue, WA 98008


8:00 - 8:30


8:30 - 10:00



10:15 - 11:15

Room 1

Microsoft Flow - Creating your first Flow Button to make CRM Do Stuff
Jerry Weinstock

I will walk you through how to create 3 different types of Flow Buttons actions that will extend and simplfy your use of CRM and your day. After you attend this session you will have the know how to create your own buttons. You will also be able to follow along during the session to create a button while I do it on the screen.

Room 2

Deep Dive: Increase Code Quality Using XrmUnitTest For CE Plugins
Daryl LaBar

Unit testing plugins for D365 Customer Engagement can often seem extremely tedious and time consuming. XrmUnitTest is an open source testing framework, designed to make unit tests Xrm Plugins as productive as possible. This session, you will walk through how to create Xrm unit tests that are environment agnostic, being able to be ran locally, or against Dev/UAT/PROD.

Room 3

Canvas app vs. model driven
Joel Lindstrom

in this session, we will look at canvas apps vs model driven apps--real-world scenarios and rules of thumb for when you should use each and how they can work together.

11:30 - 12:30

Room 1

Dynamics 365 AI for Customer Insights
Alec Saunders and Ankit Saraf

Come learn about exciting new AI applications coming to Dynamics 365. In this session we will preview the roadmap for Dynamics 365 AI for Customer Service, and give demonstrations of the just released AI Customer Service Insights application that is part of that roadmap.

Room 2

ALM Practices for Building Common Data Service Products and Solutions
Colin Vermander

Common Data Service for Apps is built on a solution architecture that is the key component to Application Lifecycle Management (ALM) for both Dynamics 365 and PowerApps. Solutions though aren't the only components, data is becoming more critical to the operation of solutions both for ISV based products and individual based solutions. When building solutions you cannot ignore the critical DevOps practices that will enable your development team to achieve continuous integration and delivery of solution components and supporting data.

Room 3

Building a PowerApp on top of your Dynamics 365 data
Jason Cosman

Creating a PowerApp to extend your users Dynamics 365 experience has never been easier. With this session you'll learn how to create a PowerApp that reads and writes data using the Dynamics 365 connector. The connector has some specific best practices which will be discussed.

12:30 - 1:30


1:30 - 2:30

Room 1

Get Dynamics 365 Flowing using Microsoft Flow
Jerry Weinstock

Learn how you can use Microsoft Flow to extend and connect Dynamics 365 CE to do all sorts of wonderful things that used to take heaps of code to do. I will demo how to use Flow connectors to increase user adoption and customer experience.

Room 2

Predictive Marketing with Asset-based Segmentation within D365
Scott LeFante

In this session, Scott LeFante will discuss how to prescribe and predict asset based marketing utilizing data. Using IOT data, market trend analysis with third party data sources, and marketing automation for communication methods, you will understand how to prescribe and predict marketing efforts.

Room 3

Why you should move to Unified Interface in Microsoft Dynamics 365, and how to make it happen
Shilpa Sinha

Unified Interface is the new responsive experience for Microsoft PowerApps and Dynamics 365. Learn about the benefits and capabilities of the Unified Interface and its advantages over WebClient. We will share best practices for how to design model driven applications and best leverage the multitude of UCI features.

2:45 - 3:45

Room 1

Relationships and social and insights, oh my!
Julie Yack

What exactly is social CRM? How do we use it? Why do I care? We’ll chat through the social and relationship sales offerings to include LinkedIn Sales Navigator and Microsoft Social Engagement.

Room 2

Extending Dynamics 365 Field Service for Mobile
Scott LeFante

In this session, MVP and Sr. Solution Architect Scott LeFante will present some cool tips and tricks when implementing Dynamics 365 Field Service for Mobile.

Room 3

Dynamics 365 for Marketing: A Complete Overview
Ghufran Iftikhar

Are you looking to increase demand and close more deals? Attend this session to get a complete overview of the capabilities in Dynamics 365 for Marketing and learn how it can help you to reach those goals.

4:00 - 5:00

Room 1

Dynamics 365 AI for Sales Fall 2018 and beyond
Amit Sivan

Dynamics 365 AI for Sales focuses on helping organizations improve their overall Sales force automations process, drive more revenue and ultimately become best in class, awesome Sales organizations. In Fall 2018 we’re starting the journey to help organizations take their sales to the next level with AI-driven insights. And in this session we will cover our AI offering in depth and also share some roadmap for Spring 2019.

Room 2

Customer Obsession - Roadmap to Profit-Generating Customer Experiences
Ivy Meadors

There are few better ways to understand the customer’s experience than by getting into the head of the customer - to obsess over them and understand their experience. Ivy's interactive presentation offers insights into the ways to obsess over customers, and understand customer communication styles. Fun exercise to help make this relatable and doable. You will learn how to create a memorable, positive customer experience.

Room 3

Capture and Share Tribal Knowledge
Sarah Jelinek

Tribal knowledge is wisdom known within an organization or between a small group of people that isn't widely known elsewhere. It may be that knowledge that can help take customer service to the next level. In this session we will explore why this knowledge is so important, how to encourage the sharing of this information, methods you can use to gather that wisdom, and finally how to share that wealth your "customers".