Pooh got his head out of the hunny pot (part 1) so now Tigger will teach us about automation. In the hundred acre wood and in your organization there are lots of opportunities for data clean up and automation. This session will be an overview for new administrators on the pros and cons of several data management techniques and an introduction to automation. We will discuss the options when creating Workflows inside Dynamics 365 and compare this to Flow and the options available on the Power Platform. Don’t
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Patrick Wright
Through the years, I have honed my skills as a techno-functional Microsoft Dynamics 365 consultant and analyst. I specialize in D365 Sales and Marketing. Whether I’m working in the Marketing, Business Development, or IT department, I actively foster open communication to ensure a unified user experience. I have led teams in three upgrade and re-implementation projects: the first from an on-premise (ver. 4.x) instance to the cloud, then to the new Unified Interface, and currently, working with stakeholders across the company, to transition D365 as the source of truth for all systems. I have completed the requirements to be a Microsoft Certified Solutions Expert: Business Applications (MCSE), Professional Scrum Master I, and a North52 Business Process Activities Cadet. I am a frequent presenter at the annual CRMUG/D365 Summit conference and quarterly local meetings.
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