Speaker

Dian Taylor

Dian Taylor

Dynamics 365 Goddess

Boca Raton, Florida, United States

Dian Taylor is a 3x Microsoft Business Applications MVP and Dynamics 365 (CRM) Presales Director at RSM. She is a seasoned pre-sales and implementation consultant specializing in Microsoft Dynamics 365 (CRM) since 2011. Dian has been involved in solution designing, implementing, configuring and customizing several complex scenarios in various industry sectors. D365-CE modules: Sales, Custer Service, Field Service, Project Service Automation & Omnichannel for Customer Service. Besides Dynamics 365, Dian works with Power Platform components like Power Automate, Power Virtual Agent, etc. She has also created several courses on LinkedIn Learning.

Area of Expertise

  • Information & Communications Technology

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

D365 Field Service Overview

Overview of Dynamics 365 for Field Service

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!

The Power of D365 Sales

In this session I will discuss the top features of Dynamics 365 Sales

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

Getting started with Power Virtual Agents

Introduction session to Power Virtual Agents.

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

D365 Field Service Overview

Overview of Dynamics 365 for Field Service

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!

Getting started with Power Virtual Agents

Introduction to 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..

Introduction to Power Virtual Agents

Introduction to Power Virtual Agents

365 Power UP Saturday - Tampa OLD DO NOT USE Upcoming

November 2022 Tampa, Florida, United States

Power Platform Conference (Community Content)

September 2022 Orlando, Florida, United States

Dutch Microsoft Cloud Call

June 2021

October Wave 2020

October 2020 Fort Lauderdale, Florida, United States

Empower Your Career

April 2020

Community Building: Kansas City – Jan 31, 2020

January 2020 Kansas City, Missouri, United States

D365 Saturday - Portland Oregon

November 2019 Portland, Oregon, United States

Dian Taylor

Dynamics 365 Goddess

Boca Raton, Florida, United States