16-04-2024

Business Central & Sales integration with Copilot Studio

14:15 - 15:45 Tidepool 4 Back to event schedule

In this dynamic workshop, participants will collaboratively focus on designing and implementing a streamlined end-to-end sales process using Microsoft Dynamics 365 technologies, with a particular emphasis on optimizing data synchronization between Dynamics 365 Sales and Business Central. The workshop's key components such as Copilot Studio, Adaptive Cards, Power Automate, and auto lead generation in Dynamics 365 Sales, are all seamlessly integrated with the sales process through Business Central. Attendees will engage in hands-on activities, discussions, and testing to contribute to creating a seamless sales workflow. The agenda covers planning, technical setup, and the implementation of Copilot Studio to effectively interface with Dynamics 365 Sales and Business Central, especially on the Power Pages website. The overarching goal is to empower participants to actively shape and refine this user-friendly solution, promoting innovation and collaboration within the team.

Speakers:

Marko Totovic

Microsoft MVP for Business Applications

Marko Totovic is a Microsoft MVP for business applications. He currently works as a Dynamics 365 Analyst in Ardagh Group as well as a freelancer for many global Dynamics partners. He is a frequent speaker at many global (Directions, Summit, Days of Knowledge, BCTechDays...) and regional conferences. He is also a Lead in the UserGroup BizSource.

Nikola Pancic

Quby Technology, Co-Founder

Many years of experience in implementing and modifying Microsoft Dynamics CRM solutions. In addition, I also dealt with many solutions from the Power Platform, which has several applications used daily in various business areas. Over the years, I had the opportunity to find myself in different business situations and overcome obstacles creatively. Leader of the Serbian Community named BizSource, which focuses on Microsoft business applications with Dynamics 365 and Power Platform. Now I want to share my knowledge and experience with you.