Lisa Crosbie

Lisa Crosbie

Power Platform & Dynamics 365 Evangelist, Barhead Solutions | Microsoft Business Applications MVP

I am a Microsoft Business Applications MVP and evangelist for all things Microsoft Dynamics 365 and the Power Platform. I love learning and sharing knowledge about Power Virtual Agents, Power Apps, Power Automate, AI Builder, Dynamics 365, Sales Insights, and Microsoft Teams and showing how to bring all the different parts of the platform together to make them better together. More than anything, I love doing live demos - answering questions, exploring the art of the possible, and bridging the gap between technology and business users - creating those lightbulb moments when people truly see how the technology can work for them.

I am* a technology evangelist (yes, that's a real job!), excessively energetic trainer and speaker, hacker, YouTuber, baker, seamstress, bookworm, gin / cheese / wine enthusiast and mother. (*not listed in order of priority)


Create a no code chatbot in Teams with Power Virtual Agents

Power Virtual Agents empowers subject matter experts to build intelligent conversational bots, using a guided, no-code graphical interface. Your bot can handle Q&A in a natural conversational style, but Power Virtual Agents chatbots can do more than just Q&A - they can also be connected to your business systems to take action - retrieve an invoice, process a return, check a status and more. And of course, your chatbot can do all this from the chat function inside Microsoft Teams.

This session is an introduction to Power Virtual Agents - no experience needed and no code needed. You will learn how to get started and create a bot, design and iterate your topics, connect your bot to your other business systems, and publish and run it from Teams.

Better Together: Extend and Customise Microsoft Teams with Power Apps

Power Apps is a service for building custom business apps that connect to your data and work across web and mobile (and Teams!) without the time and expense of custom software development. That means you can create apps with no code and embed them in Teams, making it easy for users to access and use apps right where they need them.

In this session you will learn how you can use Power Apps to extend and customise Microsoft Teams. We will explore a range of use cases which can be enabled by bringing Power Apps and Teams together - from replacing paper-based forms, to simplifying and automating business processes, through to enabling collaboration on complex sales cycles.

Intelligent CRM - Configure your own Next Best Actions with Dynamics 365 Sales Insights

AI is now infused throughout Dynamics 365, changing the way we think about and work with CRM. Rather creating 'to do' list and email alerts, we can now use AI to surface intelligent insights to suggest next best actions for sales people, making them more effective in their roles (and making their CRM system much more of a pleasure to use!).

With Dynamics 365 Sales Insights, you can create and configure your own next best action suggestions with Custom Insights Cards in the Relationship Assistant, without any code. This session is a practical how-to guide - getting started with Sales Insights, configuring Flow for various types of next best action suggestions (including triggers from external systems) and sample use cases - everything you need to be able to do your own AI in Dynamics 365, and surface the intelligence and insights that will work for you organisation.

Lisa Crosbie

Power Platform & Dynamics 365 Evangelist, Barhead Solutions | Microsoft Business Applications MVP