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Speaker

Michelle Serna

Michelle Serna

SVP of Revenue, TruNorth | Microsoft MVP, Business Central

Camarillo, California, United States

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Michelle Serna is the Senior Vice President of Revenue at TruNorth Dynamics and a Microsoft Most Valuable Professional (MVP) for Business Central. She brings a unique blend of strategic leadership and product expertise, helping organizations harness the full power of Dynamics 365 to transform their operations and client engagement. With her deep knowledge of Business Central, she is recognized for simplifying complex processes, strengthening client communication strategies, and fostering sustainable growth for clients.

Area of Expertise

  • Business & Management
  • Finance & Banking
  • Information & Communications Technology

Topics

  • Dynamics 365
  • Dynamics 365 Business Central
  • Dynamics 365 Customer Engagement
  • Dynamics 365 and Power Platform
  • Microsoft Dynamics 365 Business Central
  • Dynamics ERP

Dimensions Done Right: Reporting, Accountability, and Clean Data Without Chaos

Dimensions are one of the most powerful features in Business Central — and also one of the fastest ways to create reporting chaos if they’re not designed intentionally.

Many organizations implement dimensions with good intentions (“we want better reporting!”), but end up with inconsistent tagging, unclear rules, and reports no one trusts. This session is a practical, end-user-focused guide to building a dimension strategy that creates clean reporting, accountability, and decision-ready insights — without overcomplicating daily work.

We’ll cover how to design dimensions that match how your organization actually operates, how to set governance rules your users can follow, and how to avoid the most common dimension pitfalls that lead to messy data and confusing reports. You’ll leave with a clear approach you can apply whether you’re just starting with dimensions or trying to clean up what you already have.

Designing the Ideal Tech Stack: From Selection to Successful Adoption

The wrong tech stack creates chaos; the right one unlocks growth. This session provides a framework for building and optimizing the “ideal technology” environment for accounting firms. We’ll discuss how to assess needs, vet tools, and avoid overbuying or underutilizing solutions. Real-world examples will illustrate how firms can streamline workflows, improve collaboration, and create tech stacks that evolve with client and team demands. Attendees will leave with a practical roadmap to design and implement systems that drive efficiency and scale.

Bridging the Gap Between Sales & Delivery in Partner Organizations

Sales wins the deal, but delivery keeps the promise — and too often, the two are misaligned. This session addresses one of the biggest challenges in partner organizations: how to bridge the gap between what’s sold and what’s delivered.
Drawing on real-world lessons, we’ll explore:
* Building communication frameworks between sales and delivery teams.
* Pricing and scoping strategies that protect margins.
* Creating shared accountability for customer success.
* Preventing “over-promising” while still driving growth.
* Leveraging CE for Operational Clarity, Consistency, and Communication
This session will give leaders practical ways to reduce friction, increase client satisfaction, and keep teams aligned around sustainable revenue growth.

DynamicsCon 2026 Sessionize Event

May 2026 Las Vegas, Nevada, United States

Partner Vibe Sessionize Event

January 2026 South Padre Island, Texas, United States

DynamicsCon 2025 Sessionize Event

May 2025 Chicago, Illinois, United States

Directions North America 2025 Sessionize Event

April 2025 Las Vegas, Nevada, United States

Summit NA Roadshow - Los Angeles Sessionize Event

January 2025 Los Angeles, California, United States

DynamicsCon Virtual Sessionize Event

November 2024

Days of Knowledge Americas 2024 Sessionize Event

September 2024 Atlanta, Georgia, United States

DynamicsCon LIVE Sessionize Event

May 2024 Denver, Colorado, United States

Directions North America 2024 Sessionize Event

April 2024 San Diego, California, United States

Michelle Serna

SVP of Revenue, TruNorth | Microsoft MVP, Business Central

Camarillo, California, United States

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