Rand Group hits the road: Join us at the Community Summit NA Roadshows

Rand Group is excited to be a part of the Community Summit North American Roadshows, a new series of regional events bringing the Summit experience to local communities. At these free, one-day events, you can learn from industry experts, see the latest in Microsoft Business Applications, and connect with other users in your area.

We will be at three upcoming roadshow stops, where our experts will be presenting on Dynamics 365 Finance & Operations, Customer Engagement, Power Automate, and Dual Write.

Date: February 11, 2025

In the Tampa stop, Rand Group brings expert insights into ERP and CRM strategies. Kevin De Pree, Vice President at Rand Group, will share his expertise in bridging the gap between technology and business, helping organizations streamline operations with Dynamics 365. With over 30 years of experience, Kevin specializes in transforming complex technology into actionable business strategies.

Bill McGibony, Tampa local and Director of our Dynamics 365 Customer Engagement team, will also be attending. With nearly 20 years of CRM implementation experience, Bill helps businesses get the most out of Dynamics 365 Sales, Field Service, Customer Service, Customer Insights (previously called Marketing), and Project Operations.

Our sessions:

• Unlocking the Potential of Dual Write Between Dynamics 365 F&O and Customer Engagement (11:15 AM – 12:00 PM)
  Learn how Dual Write enables real-time, bidirectional data synchronization between Dynamics 365 Finance & Operations and Customer Engagement apps. Discover key setup insights, extensibility options, and how Rand Group customizes these integrations to align financial and operational data for seamless business processes.
• Microsoft Dynamics 365 Sales: A 101 Guide (1:00 PM – 1:50 PM)
  Whether you’re new to Dynamics 365 Sales or a seasoned user, this session covers must-know features like navigation tips, personal views, Copilot for Sales in Outlook, collaborative selling with Teams, activity sequences, and forecasting.

Register for free event in Tampa.

Date: February 14, 2025

At the Atlanta Roadshow, attendees will learn how to optimize ERP and business processes with Microsoft Dynamics 365. Jordan Lutz, Atlanta local and Director of Dynamics 365 Finance & Operations at Rand Group, will lead discussions, drawing from his experience specializing in ERP implementations, supply chain optimization, digital transformation, and process automation. Kevin De Pree will also be at the event, offering expertise on ERP and CRM strategies and answering questions throughout the event.

Our session:

• Using Power Automate for F&O Approvals (12:15 PM – 1:00 PM)
  Learn how Power Automate can automate approval workflows in D365 Finance & Operations. This session will cover setup, configuration, and real-world use cases to help businesses increase productivity and automate approval processes.

Register for free event in Atlanta.

Date: February 18, 2025

The Dallas Roadshow will provide valuable learning opportunities for organizations looking to transform business operations with Dynamics 365. Kevin De Pree, Vice President at Rand Group, will discuss how businesses can leverage ERP and CRM solutions to drive efficiency and growth. Joining him is Johnathan Moore, Senior Manager at Rand Group, who specializes in Dynamics 365 Business Central implementations. With over a decade of experience across industries like oil and gas, manufacturing, healthcare, and construction, Johnathan helps businesses optimize operations through tailored technology solutions.

Our sessions:

• Enhancing Dynamics 365 Customer Engagement Using Power Automate (11:45 AM – 12:30 PM)
  Discover how Power Automate enhances Dynamics 365 Customer Engagement applications (Sales, Field Service, Project Operations, Customer Service, and Customer Insights). Learn real-world automation strategies to improve CRM efficiency and boost productivity.
• Unlocking the Potential of Dual Write Between Dynamics 365 F&O and Customer Engagement (1:00 PM – 1:50 PM)
  Explore Microsoft’s Dual Write framework, which enables near-real-time, bidirectional data synchronization between Dynamics 365 F&O and Customer Engagement apps. This session covers setup, prebuilt mappings, extensibility, and real-world integration examples.

Register for free event in Dallas.

The Community Summit NA Roadshows are your chance to get in-depth insights into Microsoft Business Applications and see how they can help transform your business. Whether you want to improve your ERP and CRM strategies, automate processes with Power Automate, or explore new integration options with Dual Write, Rand Group’s expert sessions will provide practical insights and takeaways.

Join us at Tampa, Atlanta, or Dallas, and contact Rand Group today to learn how we can support and optimize your Microsoft Dynamics 365 solutions for greater efficiency and growth.