DynamicsCon Regional: Texas

Get ready for a full day of insightful sessions and expert-led content designed for everyone, from seasoned professionals to those just getting started. Local presenters will share their knowledge, giving you fresh perspectives on the latest trends, tools, and best practices in the industry.

And it’s not just about learning, you’ll also enjoy complimentary coffee and pastries, a delicious lunch, and a lively happy hour to wrap up the day. Thanks to our sponsors, you’ll also have plenty of chances to connect, network, and exchange ideas with other professionals in the community.

Want to get involved?

• Interested in speaking? Submit a session HERE! Session submissions closes on August 1, 2026.
• Interested in sponsoring? Fill out the form HERE and our Sponsorship Sales Manager will be in touch.

Don’t miss this opportunity to learn, connect, and be inspired. We can’t wait to see you there!

Info: Explore Microsoft’s vision for the future of Dynamics 365 and the evolving role of business applications. This session will cover the overall direction Microsoft is taking across the Dynamics 365 portfolio, including emerging concepts such as headless applications, Microsoft Copilot and AI-powered collaboration, and the Model Context Protocol (MCP). Gain insight into how these technologies are shaping the next generation of Dynamics and what they could mean for organizations, users, and the future of business applications.

Info: Managing Microsoft Business Central day-to-day means keeping integrations stable, data synchronized, and users moving without friction. But as companies grow, custom data requests, sync delays, and manual workarounds can quickly create system bottlenecks.

In this session, as an active IT Admin shares practical, real-world strategies for keeping Business Central running smoothly alongside your core IT ecosystem. We’ll look at how to structure clean data flow between BC and external platforms, automate routine administrative tasks, and optimize backend data requests to prevent performance lags;giving you a repeatable blueprint for stable BC operations.

Info: Every new transaction type shouldn't need a new approval flow. This session shows a metadata-driven approval framework on Power Platform where policies, stages, rules, approvers, and escalations all live as Dataverse configuration. One set of flows handles approvals for any entity. See the data model, the orchestrator, and real production configurations — and leave with the design patterns to build your own.

Info: Even well-planned ERP implementations lose momentum. Timelines slip, scope expands, decisions stall, and teams get overwhelmed. But an at-risk project doesn't have to fail - recovery just requires a structured approach.
This session covers the warning signs that a D365 implementation is heading off track and the practical steps to bring it back: assessing project health, strengthening governance, and re-establishing a realistic path to go-live. Whether you're preventing problems or recovering from them, you'll leave with tools you can apply to your own implementations.
Key takeaways:
• How to spot the early warning signs of an at-risk implementation
• A structured approach to assessing project health and re-establishing governance
• Practical strategies for improving client–partner collaboration and getting to go-live

Info: When someone asks how good your custom Copilot is, do you answer "50% of the time, it works all the time?" Does it know a lot but answer very little? Are you wasting too many message credits needlessly? Is AI Orchestration not doing what you expect it to do? Anyone can build an Agent, but it takes experience and some best practices to make Agents that will behave they way you expect them to, and keep users coming back to. I have 5 eye-opening best practices that you can incorporate into every agent you build to enhance user experience, maximize efficiency, and make your agents truly stand out.

Info: Customization felt like the safe, cheaper choice on NAV. You controlled everything. Then Business Central arrived, and every upgrade became a negotiation with your dev team.

For manufacturers on or moving to Business Central, the question is whether to keep customizing or leverage the AppSource ecosystem. This session offers an honest, side-by-side look at common manufacturing use cases where teams default to custom development and when a BC-native ISV extension may be the better choice.

Attendees will leave with:

A framework for when to customize vs. extend
An overview of ISV categories addressing key manufacturing needs
A practical sandbox testing checklist
Confidence to challenge unnecessary custom development with data to back it up

Info: Model-driven apps stay central for enterprise scenarios due to security, data integrity, and lifecycle control. Adoption slows when experiences feel rigid and task driven. This session shows how generative pages and Copilot agents change that equation. You see how to layer AI-driven experiences on top of Dataverse without breaking governance. The session walks through a real implementation where agents assist users with record creation, summarization, decision support, and guided actions inside a model-driven app. Generative pages reduce form complexity while agents handle intent, context, and next steps. Outcomes include faster task completion, higher user adoption, and reduced customization debt. You leave with an architecture pattern, design rules, and a checklist to decide where generative UI and agents add value versus where classic forms still win.

Info: Where a SKU sits in your warehouse decides how far your team walks, how often they restock, and how many picks go wrong. Slotting is the process of making that decision for every product. Most teams do it manually, and the plan goes stale the moment demand shifts.

Andis partnered with MCA Connect to hand that work to AI slotting agents running inside Dynamics 365. This session shows how they built it and what it does in production.

You'll see a demonstration of the agent which includes both a Dynamics 365 SCM component and Copilot Studio. We'll also walk through the logic behind the recommendations: the inputs, the variables, and the math connecting daily demand, product volume, replenishment targets, and location capacity. You'll leave knowing not just what the agent does, but why its recommendations hold up against your live D365 data.

Info: Just bring your Sherlock Holmes hat and magnifying glass and let's build an agent. Learn how to build automation. Step by step, you will learn how easy it is to build an agent. We will also discuss do's and don'ts!

Info: A workflow can execute perfectly and still make the business worse.

The approval routes correctly. The record updates. The notification fires. The case closes. The automation reports success.

But the customer waits longer. Employees create side channels. Important exceptions disappear. Human judgment is removed at the wrong moment. A bad decision simply moves faster.

The problem is not always broken automation. Often, it is a broken process that was automated before anyone examined its assumptions, ownership, failure paths, or real-world consequences.

This session introduces a practical method for determining whether a process is ready to automate. Attendees will learn how to identify hidden judgment, map exception paths, preserve accountability, design escalation and recovery, and measure whether automation improves the outcome rather than merely accelerating completion.

Automation should not make a bad process faster, quieter, and harder to challenge.

Info: Most D365 FSCM implementation conversations focus on the system, features, and configuration. This session flips the question: Is your organization actually ready? Readiness gaps often determine implementation outcomes and are frequently discovered too late.

We’ll conduct a practical readiness check covering change capacity, stakeholder alignment, data readiness, training, and life after go-live. You’ll score your organization throughout the session, identify gaps, and leave with a clear picture of your readiness and actionable steps to strengthen your project.

Info: The way we build has changed. The way we deliver hasn't caught up yet. AI is no longer a tool your team uses. It's a team member. And nobody gave you the management playbook for that. This session is the honest, practical conversation about what Vibe Delivery actually means for Microsoft Business Apps projects. We'll explore why traditional project plans struggle when AI compresses timelines overnight, what it really means to manage a team that includes both humans and agents, and what the new failure modes of fast delivery look like before they become your problem.
No methodology wars. No AI hype. Just the real patterns emerging from projects where AI is doing real work — and what you need to govern, guide, and deliver them successfully.

Info: Business Central’s CRM functionality offers a robust set of capabilities, including prospect and customer management, opportunities with defined steps and tasks, interactions, segments, and campaigns.

The key question is how to streamline the integration of these capabilities with Outlook and our calendars.

With Microsoft’s continued enhancements to Copilot, we can now use it to strengthen CRM functionality in Business Central. This session will demonstrate how Copilot can reduce manual effort and simplify calendar updates.

Info: Power Automate flows that manipulate Dataverse records often “succeed” technically while still producing incorrect or undesirable outcomes—such as following the wrong conditional path, partially updating data, or skipping intended logic. Native run history shows what ran, but not why a particular outcome happened in business terms.
In this highly technical, step‑by‑step session, attendees will build a simple but effective change‑tracking log that records how a Power Automate flow actually behaved while updating Dataverse customer data. The session demonstrates how to capture successful updates, skipped updates, and undesired branches—even when the flow itself completes without error.

Info: What AI Is Changing About Us, Not Just Our Work.
As D365 consultants, we built our careers on knowing and playing with the system. We wrote every FDD. We debugged every issue. We designed every process from scratch. Our expertise was measured by depth, detail, and the time spent navigating complexity.

Now Copilot drafts documentation in seconds. It suggests configurations. It summarizes requirements. It accelerates data analysis. It even proposes solutions.

So what does that mean for us?

Are we becoming reviewers instead of builders? Are we losing depth or gaining leverage? What happens to expertise when AI handles the “heavy lifting”?

Through practical D365 examples such as requirements documentation, solution design, data migration logic, and governance reviews, Maria will discuss how AI is reshaping our daily work and our professional identity.

Info: In high-performing analytics environments, success isn’t just about clean data and sharp visuals—it’s about the culture behind the dashboards. This session explores the often-overlooked human side of Power Platform teams: how leadership, communication, and psychological safety shape the effectiveness of your reporting and data governance efforts.

Drawing on real-world experience managing large-scale BI projects and leading cross-functional teams, Lirec Williams shares actionable strategies for cultivating trust, aligning roles, reducing knowledge silos, and driving business insight through cultural clarity. Whether you're a Power platform lead, project manager, or data analyst, you'll walk away with tools to build stronger, smarter, and more unified Digitalization teams.

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750 Town and Country Blvd suite 1000, 750 Town and Country Boulevard, Houston, United States

Concerts, fests, parties, meetups — all the happenings, one place.

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