Events

A webinar for Dynamics 365 CRM owners and power users

The live event has passed, you can watch the on-demand recording here.

Most organisations have challenges with their CRM system. Processes that have changed, but the system hasn’t kept up. People who leave the business and take system knowledge with them. Things that aren’t quite working how they should, or a feeling that there’s got to be a better way. At the same time, the world around your CRM is moving fast. Microsoft’s direction of travel is clear: AI is at the centre of everything, and the way we think about CRM is going to change with it.

In this session, we chat through the Microsoft stack as it stands today, the most common challenges Dynamics 365 customers face, the direction and vision of Microsoft and discuss what the future of CRM could look like. You’ll leave with ideas for what the future may hold and our recommendations on what organisations should be doing today to prepare.

What we cover

Understanding the Microsoft Business Applications stack

• What are Dynamics 365, Dataverse and Power Platform, and how do they fit together?
• How are these products evolving, and why does it matter for your CRM?

Where is your CRM today?

• The most common challenges Dynamics 365 users face
• The three paths forward: quick fixes, rebuilding, or starting fresh. How do you decide?
• Making sure your foundations are right: security, governance, environments and data structure
• Low-code development: the opportunities and the limitations

What does the future look like?

• One system or microservices?
• Microsoft’s AI-first vision: what Copilot and AI agents mean for CRM
• Getting your data and system(s) ready for these changes