THURSDAY 15th MAY 2025
Hilton St George’s Park
Unlock the full potential of your Microsoft Dynamics 365 CRM solution in today's rapidly changing business landscape.
We understand that the world of Dynamics 365 is ever-changing, which is why we have tailored a CRM Customer Day event to help you navigate the extensive functionality of Microsoft Dynamics 365 CRM, while exploring how the Power Platform can help you do more with less.
Stay ahead of the curve by joining us for CRM Customer Day and learn about the latest features and functionalities that can enhance your customer and prospect interactions, streamline and automate sales and customer service tasks, all whilst boosting your business performance. With expert guidance and hands-on training, you'll gain the knowledge you need to make informed decisions and maximize the potential of your Dynamics 365 CRM software.
Explore new tips, tricks, and techniques that will help you elevate your business game. Join us in person for a day of learning and discover how Dynamics 365 can transform your business operations. Register now for our CRM Customer Day and ensure that you're getting the most out of your Dynamics 365 CRM solution.
Take the opportunity to:
Discover the brand new Agents!
Powered by Microsoft’s AI tool, CoPIlot. See how they can improve your sales and customer service functions to enhance and streamline your operations.
Meet with our experts in person!
Take advantage of the opportunity to consult with Team Tecman's product and industry gurus and find out how the latest Dynamics 365 CRM and Power Platform capabilities can address your specific business needs.
Gain valuable insights!
Learn about the latest Dynamics 365 CRM & Power Platform strategy and direction, and discover key capabilities that can benefit your business. With a jam-packed agenda catering to sales, marketing, customer service, and IT roles, this event is not to be missed.
Expand your network
Connect with other like-minded users and discover how they have successfully integrated the software into their operations, as well as the challenges they've overcome along the way.
Agenda
9.30am | The Keynote
Understand latest trends, Microsoft announcements and how the world of CRM & Power Platform has evolved in the last 12 months, as well as a sneak peek into the next 6 months of releases, including the exciting new Agents!
11.00am-11.30am | Refreshment Break
11.30am | Breakout Session #1
Please pick one from the sessions below
01
CRM Super User Masterclass
Touch up on your system management skills around storage, permissions, views and general administration of CRM and Power Platform, including Power Automate management flow management.
Who’s this session for?
System Managers / Makers
02
Discover Dynamics 365 Sales Agents helping your Sales Reps meet their goals
Explore the Sales Agents in more detail, and we’ll briefly touch on Goals – a forgotten feature which has powerful insight and how you can use it in a few different ways
Who’s this session for?
Business Users & Decision Makers
03
Explore how the Customer Service Agent delivers a more efficient process in your aftersales team
Let’s explain what ‘Contact Centre’ is in the Customer Service and the evolution of Co-Pilot with my Customer Service Agent
Who’s this session for?
Business Users & Decision Makers
12.15pm-1.15pm | Buffet Lunch
1.15pm | Breakout Session #2
Please pick one from the sessions below
01
Our First CRM & PP User Forum – Power Automate
Let’s learn from our customers experiences with Power Automate, use cases, positives, and challenges, whether inside of CRM and Power Platform, or across other systems such as Business Central and more. Hosted by Tecman, but a small panel of customers for 45 mins to drive an interactive session with the audience.
Who’s this session for?
System Managers/Makers
02
Power Apps – Ideas becoming Reality
From a Model Driven App to the Canvas Apps – putting ideas to reality, whether stand alone or linked to CRM or even Business Central.
Who’s this session for?
Business Decision Makers
03
An introduction to Field Service
An introduction to Field Service, if you're a business that offers installation, and or service, has engineers or chargeable resources offering a service, learn in what scenarios it could be considered for your business.
Who’s this session for?
Business Decision Makers
2.00pm-2.30pm | Refreshment Break
2.30pm | Breakout Session #3
Please pick one from the sessions below
01
Be a Marketing Master with the 2025 enhancements
With Real Time Marketing now second nature, let’s explore the latest enhancements and tips such as Marketing Website Click triggers, customer survey reminders and opt out post completion.
Who’s this session for?
Business Decision Makers & Business Users
02
Power Pages – Getting Started in 45 minutes
Want to expose your data out to your suppliers, customers or other business relationships, need a portal? Want to know how should consider getting started with a Portal project, 45 minutes of takeaways on how you can leave with a plan for your portal project and understand if it is really achievable.
Who’s this session for?
Business Decision Makers
03
CRM & Power Platform Add-ons
We don’t see a big catalogue of third-party tools with CRM and Power Platform, but did you know of what is out there, let’s spend 45 minutes introducing some offerings to help take your solutions to the next level, including, Document Core Pack, Attachment Extractor, DocuSign Integration, Maplytics and Data8 solutions.
Who’s this session for?
Business Decision Makers / Users
3.15pm - 4.00pm | Customer Showcase & Wrap Up
Let’s see what a couple of our customers have achieved recently with the platform and summarise what our key takeaways are before heading home from another memorable event
4.00pm | End of the Day
