Discover Dynamics 365

Virtual Conference | August 27, 2020

10:00am – 5:30pm CST | #DiscoverDynamics








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Thank you for helping make Discover Dynamics 365 a success. We'll see you next time!

If you missed the event and would like access to videos of the sessions, contact your partner.

Unlock your data. Unlock your potential.

Discover Dynamics 365 is a FREE, one-day, multi-track virtual conference for Microsoft Dynamics 365 Sales and Business Central users!

Take advantage of:

20+ breakout sessions filled with industry-leading insights!

Expert presenters with decades of experience!

Discover new ways to expand your competitive advantage and build better business outcomes with Microsoft Business Applications...all from the comfort of your home or office!

Our team of expert presenters will show you how to unlock the full potential of your CRM and ERP by introducing you to tools and tactics to: 


maximize your return on your Microsoft technology investments


leverage your existing Microsoft technology investments further by adding Business Applications to drive improved marketing effectiveness, increase sales, and improve operations and profits


drive improved business outcomes by leveraging AI


use Dynamics 365 Sales to provide a consistent, high-quality customer experience, reduce customer turnover, and increase sales per salesperson and per customer


get up and running on Dynamics 365 Business Central in just 14 days and with no downtime


take advantage of Microsoft Teams integrations to keep your customers and your team connected


understand what you are missing out on by not moving your Great Plains system to the Cloud


...and much, much more!

Plus, we're giving away a total of $1500 in prizes to lucky attendees!*

*must be present to win, no purchase or payment necessary—see official rules

Learn from Industry Experts.

Featured Speaker: Mark Stuyt, Neural Impact

Modern buyers have changed how they research, select and engage with their vendors and suppliers.

Compounding this challenge, COVID-19 has disrupted established buying patterns, making it even harder for small and medium sized businesses to acquire and retain customers.

Mark Stuyt is the founder and Chief Engagement Officer of Neural Impact, a sales and marketing consulting agency that applies behavioral economics, neuroscience and persuasion psychology to help companies accelerate growth and increase customer loyalty.

Mark will show you how to leverage engagement science and technology to grow your business during an economic contraction.

Featured Speaker: Cecilia Flombaum, Microsoft

Cecilia Flombaum has been in the Microsoft channel for almost 20 years and in the Business Applications space for about 14 years in different capacities. She assumed the lead role in the Business Application Strategy team as part of the One Commercial Partner with worldwide responsibility in August 2017.  In this role she is responsible for capacity planning, capability and growth strategies, and worldwide field execution, all aimed at the development and health of Microsoft’s Business Applications partner ecosystem and co-selling success.

During her Business Applications tenure, Cecilia was Partner Recruitment Lead for Microsoft Dynamics for Europe Middle East and Africa and later Worldwide leading the strategy for attracting, recruiting and on-boarding new partners into the channel ecosystem. Later, she was responsible for the Partner Development Centres worldwide, for which she created the business model, community, and operational framework. She was then worldwide lead for Dynamics channel-related field roles worldwide, and finally served as Chief of Staff for the former CVP of Microsoft Business Solutions.

Featured Speaker: Sharka Chobot, Neural Impact

Your business has been disrupted; how you market and sell needs to change. Learn how to align your messaging and strategy to acquire more customers in a pandemic impacted world.

Sharka Chobot is the creator of the CRM product category (1995) and Chief Transformation Officer of Neural Impact, a sales and marketing consulting firm that applies behavioral economics, neuroscience and persuasion psychology to help companies radically improve their customer acquisition.

Sharka has over 30 years of experience as a marketing professional and teaches behavioral marketing at the University of British Columbia, Canada.

Matthew Batterbee

Ingram Micro

Curt Bean

Cloud9 Insight

David Brettell


Steve Brooks


Ray Casey

Ingram Micro

Jason Davel

Azamba Consulting Group

Jeffrey Goldstein

Queue Associates

Carlene Jackson

Cloud9 Insight

Chiara James

Queue Associates

Dinesh Joseph

Azamba Consulting Group

Andrew King

WebSan Solutions, Inc.

Joe Lee


Michelle McWhinnie

Cloud9 Insight

Robert Pope


Martin Prosser


Anton Sjöstedt

NAB Solutions

Ed Smith

Ingram Micro

Mary Thompson


Peter Wolf

Azamba Consulting Group

Choose from High-Value Sessions.

Morning sessions include featured speakers presenting on Microsoft and business topics.

Afternoon sessions include breakout speakers and are divided into 2 tracks: Accounting and Sales.

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Featured Sessions

10:00-10:40 CST

Microsoft Business Applications: Vision and Direction in a Rapidly Changing World
Cecilia Flombaum of Microsoft illuminates the direction and vision of Microsoft for Business Applications and how those apps can help your business survive and thrive in a rapidly changing world.

10:45-11:35 CST

Adjusting to Buyer 2.0: Leveraging Engagement Science and Technology to Accelerate Customer Acquisition (It’s Easier than You Think!)
Modern buyers have changed how they research, select and engage with their vendors and suppliers.
Compounding this challenge, COVID-19 has disrupted established buying patterns, making it even harder for small and medium sized businesses to acquire and retain customers.
In this session, Mark Stuyt of Neural Impact will focus on how to leverage engagement science and technology to GROW your business during an economic contraction.

11:40-12:25 CST

Socially Distanced Business
Your business has been disrupted; how you market and sell needs to change.

Sharka Chobot of Neural Impact shows you how to align your messaging and strategy to acquire more customers in a pandemic-impacted world.

Track 1: Accounting

12:30-12:55 CST

Dynamics 365 Business Central: The Line of Business Tour
Learn how Business Central serves multiple lines of business functions seamlessly with Ed Smith of Ingram Micro.

Have a look at the modular-level functionality of Business Central and the point of integration with Modern Workplace (O365).

1:00-1:25 CST

AI - Machine Learning and the Future of Accounting Tech

You've heard about AI; now join Robert Pope of CPIT to find out what it actually means to your business and how you can drive increased business outcomes by leveraging this technology.

1:30-1:55 CST

Extending the Power of Business Central with Apps and Extensions

What do you need to consider when adding apps and extensions to Business Central?

Join Anton Sjöstedt of NAB Solutions to learn what apps and extensions are out there, how to maintain them, and what the risks are when using them.

2:00-2:25 CST

Commerce and Retail: What's New and Where is it Going?

With Jeffrey Goldstein of Queue Associates. Session description coming soon.

2:30-2:55 CST

What Dynamics 365 Do I Need and Where do I Start?

Join Mathew Batterbee of Ingram Micro to learn what factors to consider before buying a new CRM or ERP solution, how to choose the right solution for you, and how Dynamics 365 makes it easy for you to only buy what you need without wasting time or money on features you don't actually need.

3:00-3:25 CST

5 Things a CFO can do with Business Central that You Won't Want to Live Without

Steve Brooks of CPIT demonstrates the power of Microsoft Business Central in the hands of a smart CFO.

3:30-3:55 CST

Run Your Business from Anywhere with Power BI and Dashboards
Andrew King from WebSan demonstrates the use of Power BI and JetReports to access key information and KPIs from anywhere.

4:00-4:25 CST

Top 10 Business Central Tips and Tricks You NEED to Know (But Probably Aren't Using!)
Andrew King from WebSan demonstrates the top tips and tricks you should know about Business Central to improve efficiency and get the most out of your system!

4:30-4:55 CST

Business Central 101

Mary Thompson of CPIT explains how Business Central uses role-based users to help people wear the mulitiple hats they often have in SMBs.

5:00-5:25 CST

Hololens2: Extend Dynamics 365 with Mixed Reality

Join Joe Lee of Microsoft to learn how Microsoft’s Mixed Reality solutions can help quickly extend the reach of your business applications and bring support into the field without the traditional travel time and expense.

In this session, you will learn how mixed reality solutions, such as the Microsoft HoloLens and Dynamics 365 Remote Assist and Guides, can transform the way you conduct business, both today and in the future.

Learn how organizations have leveraged these capabilities to be more intelligent, resilient, and effective throughout their operations. Modernize your Dynamics 365 and business application ecosystem by extending their impact through the power of Microsoft’s mixed reality solutions.

Track 2: Sales

12:30-12:55 CST

Make Better Decisions with Sales Insights and AI

Learn how to use Sales Insights and Customer Service Insights to gain intelligence and make better decisions with AI.

1:00-1:25 CST

This Little Business Went to Market: CRM Marketing Tools to Drive Success

Now more than ever, businesses need to know how to cut through the noise and get noticed. But what if you’ve reduced your marketing spend, or don’t have a marketing team at all?

Cloud9 Insight CEO Carlene Jackson and Sales Director Curt Bean will discuss the quick and easy ways for businesses to get noticed using the right smart marketing tools.

1:30-1:55 CST

Account Management Made Easy with Dynamics 365 Sales

Join Peter Wolf and Jason Davel of Azamba Consulting Group to learn how the pros effectively use Dynamics 365 Sales to stay on top of—and out in front of—their accounts to maximize sales with minimal effort.

2:00-2:25 CST

Adapting Your CRM to Serve Your Evolving Business

As Charles Darwin once said, “it is not the strongest or the most intelligent species who survive, it is those most adaptable to change.” This is true when looking at the most successful businesses out there. Is your organisation agile enough to cope with a when it comes to a changing market?

Michelle McWhinnie has over 20 years’ experience in helping businesses achieve their goals through effective change management and digital transformation. In this session, she will dive into the psychology behind change, and how technology can deliver increasing value for customers and businesses alike.

2:30-2:55 CST

Optimize Your Dynamics 365 Sales with these Simple Tricks

Join Peter Wolf of Azamba Consulting Group for some basic-but-powerful tips and tricks to streamline Dynamics 365 Sales so your sales team can do more with less effort.

3:00-3:25 CST

What's Next for Dynamics 365 Sales?

A focus on the changes and new functions in the forthcoming Release Wave 2, due from October 2020.

3:30-3:55 CST

Deliver World-Class Customer Service with Dynamics

Peter Wolf and Dinesh Joseph of Azamba Consulting Group offer you a peek inside their service firm to uncover how you can deliver amazing customer experiences using Dynamics 365 Customer Service—all on a small business budget.

4:00-4:25 CST

Demystifying Dynamics 365 Human Resources

With Chiara James of Queue Associates. Session description coming soon.

4:30-4:55 CST

How to Develop a 360-degree View of Your Business.

Join Ray Casey of Ingram Micro to learn how to consolidate your Line of Business Apps into Dynamics 365 to gain a 360-degree view of your business data and transactions.

5:00-5:25 CST

Conquer the Top 7 Challenges of CRM Adoption

Want to minimize the hassles of CRM and maximize your return on investment?

Join Peter Wolf of Azamba Consulting Group to learn the top seven challenges around user adoption—and the expert tricks to overcome them.