WEDNESDAY 13th MAY 2026
Edgbaston Park Hotel and Conference Centre
See AI in Dynamics 365 CRM & Power Platform come alive at CRM Connect 2026
Dynamics 365 is evolving fast, and our CRM & Power Platform Customer Day gives you direct access to the newest capabilities across Dynamics 365 CRM (Sales, Customer Service, Field Service and Customer Insights) as well as Copilot, Agents and Power Platform.
This year, Copilot and AI take centre stage...
Last year you got a glimpse of what was coming. This year you’ll see it in action with real examples, live demos, user round tables and even the chance to take part in a 45-minute Agent build challenge. Whatever your role - strategic, technical, decision-maker, super-user, everyday user or an expert - you can tailor your day around the sessions most useful to you.
Join us at the University of Birmingham’s Edgbaston Park Hotel & Conference Centre for a day of inspiration, networking, and practical insights to improve customer, employee, and operational experiences!
Why attend CRM Connect 2026:
Next level Copilot & Agent innovation
They go beyond automation - Copilot and Agents anticipate what your teams need, guide the next best action and turn CRM data into confident decisions. Discover the Agents that are available to use right now!
Connect with Tecman experts and peers in-person
Spend quality time with our product specialists (both CRM and Power Platform) and your fellow users. Learn from others' practical experiences and find actionable solutions to your organisation’s challenges.
Real life customer stories
Hear from one Tecman customer using CRM and Business Central data for tailored emails for upselling and cross selling. While another customer will showcase how they manage customer communications from initial visit and quote to installation and aftercare.
Choose a track that fits your role
There’s strategic sessions for decision-makers and managers, more technical for super-users and practical tips and features for everyday users - giving everyone the flexibility to tailor your day around whatever matters most to you.
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
5 Sales Features and 4 AI Agents that your team can’t afford to ignore
Discover the latest Dynamics 365 Sales features and agents. We focus on features for Managers that enable visibility and control, and features for Sellers that drives what's next to keep that conversion rate high. Applying real life scenarios that you can take back in to your business.
Who’s this session for?
Decision Makers + Users
02
Transforming Customer Self Service with an AI‑Embedded Portal
Whether customers want to check their invoice history, access a contract or log an issue - Power Pages delivers. Discover how you start simple and gradually build out a powerful, AI‑enabled self‑service experience - adding more capability as your needs grow.
Who’s this session for?
Decision Makers
03
Is Microsoft 365 Copilot Really Worth the Hype?
See real‑world examples of AI driving productivity, improving decision‑making, engaging customers and speeding up adoption. Walk away with practical ideas - a playbook of what you can start doing now to work smarter and faster.
Who’s this session for?
Super User + Users
04
Data8: Smarter Data Creation & Maintenance for CRM
Data is the currency of AI - but keeping it clean, complete and accurate can’t fall on users alone. Best intentions only get you so far. Learn how to maintain high‑quality data across your CRM and see how Data8’s tools automate validation, enrichment and protection, giving your AI and reporting the strong foundation they need.
Who’s this session for?
Super User + Users
12.15pm-1.15pm | Buffet Lunch
1.15pm | Breakout Session #2
Please pick one from the sessions below
01
Customer Spotlight: Real Results with Customer Insights – Journeys
Get a behind‑the‑scenes look at how a Tecman customer is using Customer Insights – Journeys to personalise marketing and drive real results and insights. They’ll share what they do, the impact it’s having on their business - giving you practical ideas you can take straight back to your own marketing.
Who’s this session for?
Decision Maker + Users
02
5 Customer Service Features and 4 AI Agents That Transform Your Aftersales
See the latest Customer Service features and AI agents through the eyes of both a Customer Service Manager and a frontline Customer Service Rep. Discover how these new tools streamline complaints, speed up aftersales processes and give teams the clarity, consistency and support they need to deliver stand‑out service. Remember, customer satisfaction is not negotiable.
Who’s this session for?
Decision Maker + Users
03
Less Admin, Better Service using Field Service, Business Central & Your AI Scheduling Agent
Explore the latest Field Service capabilities including how integration with Business Central drives real ROI. From smarter AI scheduling to centralised customer assets, see how an integrated Field Service operation becomes profit making, not cost consuming.
Who’s this session for?
Decision Maker + Users
04
Power Apps for Sales Growth and Flexibility: Give Your CRM a Helping Hand
See how Power Apps can supercharge your sales process - from capturing leads at your Trade Shows, to generating quotes faster and with more flexibility that every sales person wants. We’ll show practical, real‑world examples of sales‑focused Power Apps apps, complimenting your core CRM system.
Who’s this session for?
Users
2.00pm-2.30pm | Refreshment Break
2.30pm | Breakout Session #3
Please pick one from the sessions below
01
AI in the Real World: Live Q&A with the Experts
AI is everywhere - at work, at home and across every part of modern business. But where should you start, what should you prioritise and what should you avoid? Bring your questions to our panel and get straight, practical answers on everything related to your CRM, ERP and more. Share experiences, or even concerns relating to data quality, security and the real cost of adopting AI. Come loaded with your experiences to date and leave with an improved vision of where to take AI next.
Who’s this session for?
Decision Makers
02
From Power BI to Fabric: What You Need for Better Data Decisions
Power BI has been a game‑changer for reporting - but is it enough on its own? In this session, we’ll break down when Microsoft Fabric becomes essential, how it fits alongside your current Dynamics 365 setup and where Copilot can genuinely help with building reports. Clear guidance, real examples and practical takeaways to strengthen your data strategy.
Who’s this session for?
Users + Super Users
03
How Fast Can We Build an Agent? The 45‑Minute Challenge
How easy is it to build an AI Agent that can be used across multiple departments or even by your customers externally? This session walks you through what it really takes to design, build and deploy an effective Agent - from the essential setup steps to the practical considerations that shape a successful outcome. A clear, real‑world look at the process and the possibilities.
Who’s this session for?
Super Users
3.15pm - 4.00pm | Customer Showcase & Wrap Up
4.00pm | End of the Day
Event Essentials
• Free to attend - exclusively for Tecman customers
• Edgbaston Park Hotel & Conference Centre, Birmingham
• Wednesday 13th March
• Limited spaces - secure your spot now
• Optional pre event dinner - just tick the box at registration
• In person only - no recordings, no replays, don’t miss out
