THURSDAY 15th MAY 2025

Hilton St George’s Park

CRM

FOR ALL THINGS DYNAMICS 365 CRM & POWER PLATFORM

AI bot

Unlock the full potential of Microsoft Dynamics 365 CRM, Dynamics 365 Copilot & Power Platform.

The world of Dynamics 365 is always changing! Our CRM & Power Platform Customer Day event is just what you need to navigate the extensive features of Microsoft Dynamics 365 CRM, its next-gen AI (Dynamics 365 Copilot) and Power Platform.

Whether you’re into Dynamics 365 CRM, Power Platform or both, join us for a day filled with learning about great new CRM features, interactive AI help with Copilot agents to boost sales and customer service as well as real-life examples of Power Platform in action.

Get insights from our product experts and fellow users to find your next big idea for improving processes to enhance customer experience, employee experience and operational efficiency.

Sign up now for CRM Connect and make sure you're getting the most out of Dynamics 365 CRM, AI, and Power Platform.

Take the opportunity to: 

Discover the brand new Copilot Agents!

Powered by Microsoft’s AI, Dynamics 365 Copilot is a powerful, interactive assistant that can improve sales and customer service. By reducing the time spent on clerical tasks, your teams can deliver a much better customer experience.

Meet with our experts, and your peers, in person!

Take advantage of the opportunity to consult with Team Tecman's product and industry gurus as well as learn from the experiences of other users. Find out how the latest Dynamics 365 CRM and Power Platform capabilities can address your specific business needs.

Valuable new insights!

Catch up on all the latest new features and updates coming your way. With major updates every 6 months (plus the minor, monthly ones in between), it’s easy to miss vital capabilities. The jam-packed agenda caters to roles across sales, marketing, customer service & field service.

CRM, Power Platform & AI!

We've got 3 different tracks running throughout the day, so there's content on Power Platform, AI and CRM. So whatever your interest, you can be sure there's something for you The use of Microsoft Power Platform and Copilot is increasing every day, make sure you don't miss out.

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 
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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
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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
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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?
System Managers & 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

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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
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The essentials – what you need to know

It’s completely free to attend! It’s one of the benefits of being a Tecman customer. 

Last year we had great feedback on the venue, so that’s why this year we’re heading back to Hilton St George’s Park - home to all 23 of England’s national football teams. 

Places are limited so to avoid disappointment secure your place today!

Fancy joining us for dinner the night before too? We’d love for you to join us! It’s an excellent opportunity to chat with our team and enjoy a relaxing evening – just tick the box on the registration form. 

CRM Connect 2025 is an in-person event so there won’t be any recordings of the sessions to watch on-demand later so make sure you secure your place! 

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