Dian Taylor
Dynamics 365 Goddess
Boca Raton, Florida, United States
Actions
Dian Taylor is a 6X Microsoft Business Applications MVP and Director at RSM US LLP who specializes in AI & Dynamics 365 CRM technology. In her role as a Presales Engineer Dian aligns business processes with technology, allowing her to unlock transformative value for clients and prospects. Her approach blends deep technical knowledge with a strategic mindset, ensuring that the solutions proposed are not just functionally sound but also serve as cornerstones for the client's long-term success. Dian’s commitment to innovation and excellence in presales allows her to constantly push the envelope in delivering customized demonstrations that empower clients across various industry sectors. With multiple Business Applications MVP Awards, Dian’s expertise is recognized by Microsoft, peers and the industry.
D365-CRM modules: Sales, Customer Service, Contact Center, Field Service, Project Operations. Besides Dynamics 365, Dian works with Power Platform components like Power Automate and Copilot Studio. She has also created several courses on LinkedIn Learning.
Blog: https://D365Goddess.com
Links
Badges
Area of Expertise
Topics
Design and Build Agents in Copilot Studio: A Practical Workshop
Ready to become your organization's Copilot Studio expert? In this intensive hands-on workshop, you'll build a complete agent from the ground up alongside two Microsoft MVPs who are passionate about this technology.
You'll learn the core concepts of generative AI and the agent building blocks in Copilot Studio: identifying use cases, writing effective instructions, grounding in knowledge sources, extending with tools (including working with prompt tools, MCP servers and computer use agents (CUA), and designing deterministic logic with topics and agent flows. We'll also explore more advanced patterns like multi-agent orchestration and autonomous agents. These are the skills that will set you apart as organizations increasingly explore and adopt agent solutions.
This is a highly practical session with live demonstrations and guided exercises where you build alongside us. You'll leave with a working agent you created yourself, plus the confidence to build effective solutions back at work.
Plus - every participant will receive a free copy of Lisa Crosbie's new book Microsoft Copilot Studio: Step by Step, to continue your learning journey after the workshop.
Bring your laptop* and be prepared to dive deep into hands-on building. You'll walk away with practical skills and real experience that you can immediately apply in your work.
*You will need to be able to sign in to a trial environment which we will provide or sign up for your own trial. If you have a highly locked down laptop for work, we can't troubleshoot that, please bring a personal laptop instead. You will need a laptop (and charger!), not a tablet device like an ipad.
Become the Ultimate Seller with Dynamics 365 Sales
Get ready to upgrade your sales game and discover your inner superhero with Dynamics 365 Sales! In this session, I'll discuss the most important features of Dynamics 365 Sales, I might even introduce you to my friend Copilot inside D365 Sales! Think of this session as 'Avengers Assemble' but for sales teams! Whether you're a sales newbie or a seasoned pro, I guarantee that you'll leave this session feeling like you can conquer any sales quota with your new superpowers. So put on your cape and join us for an hour of fun and practical tips to help you become the superhero of your sales team!
Crafting Your Conversational AI: A Hands-On Journey with Copilot Studio
This session is your gateway to learning to create customized Copilots with Copilot Studio, Microsoft's no-code/low-code chatbot solution.
During this session, Dian Taylor will take a deep dive into the world of Copilots, and all its essential components. She'll show you how you can get up and running in minutes by configuring generative actions! She'll also show you how to create topics and plugin actions! But that's not all! Dian will go a step further and show how you can seamlessly perform actions on your backend systems using Power Automate! To add a cherry on top, she will touch upon the seamless integration with Dynamics 365 Customer Service, where your customer interactions can smoothly transition from Copilot to a live agent.
Get ready to be amazed by the potential of chatbot creation without coding! This session will open a world of possibilities with Copilots.
Dynamics 356 Treasures: Explore Overlooked D365 CE Features!
In this session Dian Taylor explores a whole new set of underutilized features within Microsoft Dynamics 365 (CE), aiming to enhance user innovation, education, and training. Whether you’re a seasoned user or new to D365 CE, this session will reveal powerful features that makers can configure in Dynamics 365 CE applications that often go unnoticed but can significantly enhance your D365 CE system! Don’t miss out on discovering these treasures that can give you a competitive edge!
Extending Microsoft Copilots with Copilot Studio!
With Copilot Studio, you can build and tailor copilots for ANY situation in your organization, using natural language or a graphical interface.
During this fun, demonstration-packed session, Scott Durow and Dian Taylor will show you how to pick the best option to customize Microsoft 365 and Dynamics 365 Copilots!
Join them as they showcase how Microsoft Copilot Studio can help build custom copilots and GPTs to create AI assisted workflows, used to improve Microsoft 365 Copilot and the Copilots in Dynamics 365!
Get the scoop on how to connect Microsoft 365 Copilot to your external systems using Microsoft Power Automate, Plugin Actions, and Custom Connectors so business data can be surfaced wherever it’s needed!
Learning objectives:
Understand the different options available when extending Microsoft 365 Copilot and/or Copilot(s) for Dynamics 365
Understand how Copilot Studio can be used to create custom copilots and GPTs
Discover how extensions built inside Copilot Studio can be surfaced inside Microsoft 365 Copilot
Learn to connect to external systems via plugins so that you can surface your business data during a natural language conversation with Microsoft 365 Copilot
Surf's Up! Catching the Dynamics 365 Wave 1, 2024 Tsunami
Brace yourselves for a fun-filled adventure into the world of Microsoft Dynamics 365 Wave 1 2024! I'm not just talking updates; I'm talking a whirlwind of features and updates that'll make your data dance and your metrics sing. Imagine advanced functionality as smooth as a comedian's punchline. Tailored for tech enthusiasts, savvy business analysts, and Maker maestros, this session is your ticket to becoming a Dynamics 365 CE superstar. So, grab your geeky glasses and join us on this jolly journey through the latest and greatest for D365 Sales and Customer Service!
Recipes for success: How to Prepare, Cook, and Serve Custom Agents
Ever dreamed of having your own digital minion to do your bidding? Strap in, because Dian and David are about to take you on a wild ride into the world of agents! In this workshop, they’ll crack open the secrets of building custom agents in Copilot Studio—no PhD in robotics required. You’ll learn how to get an agent up and running in minutes (yes, minutes!), simply by feeding it some knowledge. Then, they’ll show you how to create topics and actions, making your bot smart enough to actually do things instead of just staring blankly at your customers.
By the end of this session, you’ll be ready to unleash your own agents, dazzle your coworkers, and maybe even convince your boss that you deserve a raise for automating half your job.
IMPORTANT: Please bring your own laptop and charger for the hands-on components. If your work laptop is locked down with a lot of security, please bring a personal laptop.
Unlocking the Power of Chatbots: An Introduction to Power Virtual Agents!
Get ready for some fun in this introduction to Power Virtual Agents, the chatbots taking over the world (or at least the customer service world)! Will Power Virtual Agents bring about a Skynet-like takeover of the world? Well, probably not, but they will make your customer service easier and more efficient. And who knows, I might even perform the robot dance on stage to celebrate. Don't miss out on this entertaining session that will give you a solid understanding of Power Virtual Agents and why they're worth exploring further.
Unlocking Hidden Gems: Discover Underutilized Dynamics 365 CE Features!
Don't miss out on the full potential of Dynamics 365 CE! In this session, I will uncover underutilized features and capabilities that you may not be aware of. I will explore how these hidden gems can improve efficiency, streamline processes and enhance your overall experience with Dynamics 365. This is an opportunity to learn about new ways to use the software and take your organization to the next level. Join me to discover how to unlock the full potential of Dynamics 365 CE!
The Power of D365 Sales
Learn all about the great features of Dynamics 365 Sales, including integrations with other Microsoft products!
Are you missing out?! D365 CE Features you might not know about!
In this session I will be discussing some (new) and preview features that you might not be aware of! And of course, I don’t want anyone missing out! Join me in this session to find out if there are any features you are not using today and learn about how they work and how you can enable them
Unleash the Power of Virtual Agents!
Ever wanted to be able to create your own chat bot? Guess what! You don't have to know code to do that! This session will provide an in-depth look at Microsoft's Power Virtual Agents, a low-code/no-code solution within the Power Platform family. I will explore the components of Power Virtual Agents and discuss some of the latest features and updates that have been released in the past year. Attendees will also learn how to call Power Automate actions from within Power Virtual Agents to perform actions on backend systems, with real-world examples being shown. Lastly, I'll touch briefly on the integration with Dynamics 365 Customer Service, which is where a customer conversation can get handed off from Power Virtual Agents to a live agent.
The Power Virtual Agents cookbook!
In this session I will talk about all the components of Power Virtual Agents! This presentation will be filled with demos, including a demo showing you how it's integrated with Omnichannel for D365 Customer Service! After attending this session you'll be ready to start cooking up your own Power Virtual Agent!
The Power of Dynamics 365 Sales
In this session I will discuss and show some of the great features in Dynamics 365 Sales, and how this application will help sales organizations track sales efforts.
D365 & Microsoft 365 happily together!
In this session I discuss the out of the box integration between Dynamics 365 (CRM) and Microsoft 365 apps, like Outlook, Microsoft Exchange, SharePoint, Teams, Word, and so much more!
Workflows still rock!
Discussing realtime workflows in D365 CE and more unique ways on you can use work flows that admins might not have thought about. We can use workflows instead of having to build a plugin, for example as an Auto numbering solution or to have workflows build an opportunity history table or help with security.
Whats new in Dynamics 365 CE Fall Release 2019
In this session I will be discussing the new features in D365 CE for Sales and Customer Service
Whats new in Dynamics 365 CE Fall Release 2019
Discussing the new features and functionality in the fall release of D365 for customer engagement
What's new in D365 Field Service 2021 Release Wave 1
Discussing what's new in Dynamics 365 Field Service in 2021 Release Wave 1
Everything you ever wanted to know about the Unified Interface!
Session about the Dynamics 365 Unified Interface
D365 Sales and LinkedIn Sales Navigator together
Session on how to setup the integration between both systems and I'll be discussing and showing how everything works.
Getting started with Power Virtual Agents
Introduction to Power Virtual agents. I will also demonstrate Power Virtual agent handoff to D365 Omnichannel
Just go with the (Power Automate) Flow!
This is an overview session where I will be talking why your organization should seriously consider using Power Automate (aka flow). I will discuss the value the application brings, and there will be a ton of fun examples just to give you an idea on what you can do with Power Automate flows! Let's go with (the) flow!!!
Tips from the Trenches - Why User Groups Matter
Why should you join a user group? What even is a user group? Hear from experienced user group leaders on what inspires them to run and keep running user groups, and why you should be a part of a user group if you have not already. Join in an interactive discussion and ask questions about what it takes to be an effective community leader, including how to navigate the world of in-person, virtual and hybrid meetings. We invite you to join us to build your network to connect with other user group leaders.
The Power Virtual Agents cookbook!
In this session I will talk about everything power virtual agents! I will go over all of the components, how they work and how you can use them in your bot! I will also show you how you can utilize Power Automate flows to query data from Dataverse and feed that back into the chat conversation! Don't worry, there will be plenty of demos highlighting all the functionality of power virtual agents!
Highlights of 2022 Release Wave 1 for Dynamics 365
In this session I will cover some of my favorite new features/updates that are coming in 2022 Release Wave 1.
You're Missing Out! D365 Features You Might Not Know About...
In this session I will talk about features in Dynamics 365 you might not be aware of! Some of these features could really benefit your organization and you're missing out!
Dynamics 365 & Microsoft 365 happily together!
In this session I will discuss all the out of the box integrations that are available between D365 and Microsoft 365,. I will discuss the benefits and how we can expand on existing functionality.
What's new in D365 2021 Release Wave 1
Discussing the generic updates & new features that came out in 2021 Release wave 1 for D365 Sales, Customer Service and Field Service.
What's new in D365 Field Service 2021 Release Wave 1
Is it Christmas yet?
No, but it will seem like it is!
In this session, I will be unwrapping all of the wonderful new features that are part of the 2021 Release Wave 1 for Field Service!
BOY did we get what we asked for, and so much more!
Put up your Christmas tree, grab some hot cocoa and join me as we discover what's in our stocking for this release!
Ho Ho Ho!
Introduction to Power Virtual Agents
In this session I will discuss the components of Power Virtual agents, how you can use Power Automate to create records in D365 and I will show the agent handoff to D365 Customer Service
D365 Sales and LinkedIn Sales Navigator together
In this session I will be speaking about the integration between LinkedIn Sales Navigator and Dynamics 365 Sales. This session will cover what's available through this integration, how to configure the integration both in Sales Navigator and Dynamics 365 Sales, data synchronization and write-back capabilities from Sales Navigator to Dynamics 365.
D365 Sales and LinkedIn Sales Navigator together
Discussing the integration between Linkedin Sales Navigator and D365 Sales. I will also demo the functionality
Link to sessions: https://otsn.live/M365CHI-FoodCourt
Whats new in Dynamics 365 CE Fall Release October 2019
Discussing the new features and functionality in the fall release of D365 for customer engagement
2020 Release Wave 2: Whats new in D365 Field Service
Overview of 2020 Release Wave 2 and what is new in D365 Field Service
Introduction to Power Virtual Agents
Power Virtual Agents for beginners.
Click to Join Teams Session: https://bit.ly/2Js80qM
Add to your Calendar: https://bit.ly/3dJ6uhE
D365 Sales and LinkedIn Sales Navigator together
Session about how to set up the integration from both sides, photo sync, etc. Will be discussing features available, demo's etc.
Workflows still rock!
Discussing real time workflows and more unique ways they can be used that you might not have thought about..
Introduction to Power Virtual Agents
Want to learn how to quickly create bots without the need for code? Join Dian Taylor for this session on how to get started with Power Virtual Agents!
Workflows Still Rock
Discussing real time workflows and more unique ways they can be used that you might not have thought about..
Building Your Bot: A Step-by-Step Guide to Copilot Studio
Have you ever dreamt of creating your very own chatbot without code? Join me for an immersive exploration of Microsoft's Copilot Studio, a low-code/no-code gem in the Power Platform family.
During this session, we will take a deep dive into the world of Copilot Studio, unraveling its essential components. You'll be amazed at the possibilities this tool offers.
But that's not all! I'll go a step further and demonstrate how you can seamlessly utilize Power Automate to perform actions on your backend systems!
And to add a cherry on top, I'll briefly touch upon the seamless integration with Dynamics 365 Customer Service, where your customer interactions can smoothly transition from Copilot to a live agent.
Get ready to be amazed by the potential of chatbot creation without the need for coding. This session is your gateway to a world of possibilities with Copilot Studio.
2025 Power Platform Community Conference Sessionize Event Upcoming
DynamicsCon 2025 Sessionize Event
2024 Power Platform Community Conference Sessionize Event
DynamicsCon LIVE Sessionize Event
Power Platform 24 Sessionize Event
Global Power Platform Bootcamp 2024 Poland Sessionize Event
May 2023 Microsoft 365 Conference Sessionize Event
365 Power UP Saturday - Tampa OLD DO NOT USE Sessionize Event
365 Power UP Saturday - Tampa Sessionize Event
Power Platform Conference (Community Content) Sessionize Event
Microsoft 365 Virtual Marathon 2022 Sessionize Event
Power Platform BootCamp Deutschland Sessionize Event
Canadian Cloud Summit 2022 Sessionize Event
Modern Workplace Conference Paris 2022 Sessionize Event
Dutch Microsoft Cloud Call Sessionize Event
A Taste of M365 Chicago! Sessionize Event
Power Platform 24 Sessionize Event
Microsoft 365 Virtual Marathon Sessionize Event
SWISS Power Platform 365 Saturday 2021 Sessionize Event
October Wave 2020 Sessionize Event
Empower Your Career Sessionize Event
Community Building: Kansas City – Jan 31, 2020 Sessionize Event
D365 Saturday - Portland Oregon Sessionize Event
Dian Taylor
Dynamics 365 Goddess
Boca Raton, Florida, United States
Links
Actions
Please note that Sessionize is not responsible for the accuracy or validity of the data provided by speakers. If you suspect this profile to be fake or spam, please let us know.
Jump to top