Jason Bell
Strategist
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Jason Bell is a digital transformation leader with expertise in business architecture, emerging technologies, and guiding organizations through complex digital initiatives. With a background in both strategic vision and hands-on execution, he brings a unique blend of technical and business acumen, empowering teams to leverage cutting-edge solutions that drive efficiency and growth.
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Unlocking AI & Copilot in Dynamics 365 Customer Insights – Journeys for Smarter Marketing
Discover how the latest AI and Copilot innovations within Dynamics 365 Customer Insights – Journeys are transforming the way marketers engage with customers. In this forward-thinking session, you’ll explore how AI-driven predictive insights empower you to anticipate customer behavior and deliver hyper-personalized content at scale. Learn how Copilot acts as your intelligent assistant, streamlining campaign creation, content personalization, and real-time optimization to maximize marketing impact.
Through case studies and live demonstrations, you’ll see how these cutting-edge capabilities enable seamless integration between customer data, marketing automation, and AI-powered decision-making. Whether you’re looking to elevate your marketing strategies, deepen customer insights, or leverage AI-driven recommendations for continuous campaign improvement, this session will equip you with actionable knowledge to drive superior marketing outcomes in today’s data-driven landscape.
Mastering Dataverse Magic: Unlocking Custom Entities and Smart Relationships
Unlock the full potential of Microsoft Dataverse in this session, packed with practical techniques and real-world insights.
Discover how to build custom entities, design intricate relationships, and use powerful features like queues and virtual tables to streamline processes and optimize data management in Dynamics 365. This session empowers Dynamics 365 administrators, architects, and power users to leverage Dataverse’s advanced features for flexible data modeling and enhanced workflow automation.
We’ll cover best practices for custom entity creation, relational structuring, effective queue management, and how virtual tables allow external data integration without duplication. Through hands-on examples, see how these advanced concepts drive innovation, efficiency, and data consistency. Don’t miss this opportunity to master Dataverse’s extensibility and unlock new levels of functionality!
From Talk to Tables: Closing the CRM Data Gap with AI Builder and Power Automate
Every sales call contains structured data. The problem is it's trapped in conversation, buried in a recording or a transcript nobody reads twice. Meanwhile, your CRM remains incomplete, your pipeline reporting remains unreliable, and your reps are burdened with manual data entry that shouldn't be their job.
This session shows you how to close that gap using tools you already have: AI Builder, Power Automate, and Dataverse. We'll walk through a real implementation that extracts structured CRM fields, accounts, contacts, opportunities, and next steps directly from sales call transcripts and writes them back to Dynamics 365 automatically.
But we won't stop at the demo. We'll cover the prompt engineering decisions that make this work in production, not just in a slide deck, but also why most AI Builder demos use the wrong prompt type for automation and what to do instead. You'll leave with a five-layer architecture you can adapt, a clear crawl/walk/run build path, and a realistic picture of what this takes to deploy reliably.
This is non-zero effort. But it's buildable, and it solves a real problem.
Outside In: Building a Customer Portal with Power Pages, From Zero to Production
Your Dynamics 365 data doesn't stop being useful at the edge of your organization. Customers need to check case status. Partners need to submit requests. Vendors need to update records. And right now, most of that interaction happens through email chains, spreadsheets, and phone calls because standing up a portal felt like too much to take on.
This session changes that.
We'll walk through a real implementation: a customer-facing portal built on Power Pages, connected to Dynamics 365 and Dataverse, from the first blank canvas to a working, secured, production-ready site. No hand-waving. No skipping the hard parts.
You'll see how Power Pages connects to the Dataverse tables you already have, how table permissions and web roles control what external users can see and do, and how to build page structure that survives real use. We'll cover the decisions that look small in the design phase and cause real pain after go-live: authentication configuration, record ownership for external users, and what happens when your portal needs to write data back to D365 and not just read it.
The demo is built from a real client scenario. The architecture is one you can adapt. And the build path follows a crawl/walk/run approach so you leave with a clear picture of what to stand up first, what to layer in next, and what to save for phase two.
If you've been curious about Power Pages but weren't sure where to start, or you've started and gotten stuck, this session is your map.
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