Copilot, Meet Compliance: A Blueprint for AI in Dynamics 365

Enabling Copilot and AI agents in your D365 environment can be transformative, but only if you can trust it. Before your risk team asks hard questions, this session helps you answer them. We deliver a responsible AI governance roadmap built on five question categories every organization must address: intended use, data boundaries, output validation, exception handling, and auditability. We map these to concrete D365 Copilot and Copilot Studio configurations, address underappreciated risks like data aggregation and M365 oversharing, and show how ISO/IEC 42001 and the AI Risk Management Framework translate into practical decisions — not just compliance checkboxes. Walk away with a cross-functional AI readiness checklist.

Level: 200 - Intermediate
Audience D365 product owners, IT leaders, CIOs, compliance officers, and digital transformation leads evaluating or beginning Copilot rollout. Secondary: Risk and quality professionals whose scope now includes D365 AI features.
Length: 45min

LEARNING OBJECTIVES

1. Identify the five question categories every organization must answer before deploying Copilot or custom agents: intended use, data boundaries, output validation, exception handling, and auditability.
2. Map ISO/IEC 42001 and the NIST AI Risk Management Framework to concrete configuration decisions inside D365 Copilot and Copilot Studio.
3. Apply a governance checklist to lead the cross-functional IT, business, and compliance conversation — including data aggregation risks, M365 oversharing patterns, and multi-model governance.

KEY TAKEAWAYS

• A five-category framework for evaluating any Copilot or AI agent deployment before it reaches production.
• Direct mapping between ISO/IEC 42001 and NIST AI RMF — one unified governance playbook.
• Concrete D365 Copilot and Copilot Studio configuration decisions aligned to each framework category.
• Understanding of data aggregation and M365 oversharing risks — and the architectural pattern to mitigate them.
• A downloadable cross-functional AI readiness checklist.

Is That D365 Estimate Real? What to know before kicking off

Most Dynamics 365 projects don't go over budget or get delayed because of bad technology, they do because the original estimate missed things teams didn't know to ask about. This session arms business leaders, IT managers, and finance stakeholders with the questions, patterns, and red flags that separate a credible estimate from one that will unravel under delivery pressure. Using real examples from Manufacturing, Distribution, and Services, you'll leave with a practical checklist to evaluate any project estimate and the confidence to ask the right questions before the kick-off.

BC or F&SCM - ultimate guide

Many of us are trying to decide, let the guide be with you. We will go over the key criteria when choosing between the solutions, how to structure the comparison, how to compare the ISVadd-ons, customizations, extensions, CoPilot/AI capabilites and everything else one can do with each product.

Implementation Methodologies - how to choose and tailor the approach?

Agile, Waterfall, Sure Step, Success by Design...How to chose the methodology for the implementation, and how project team's experience plays the most important role in choosing the right approach

Dynamics Solution Architects - roles, responsibilities and expectations

Often the most important role on the project, however also often misunderstood. We will go over the "special sauce" Solution Architects bring to the Dynamics projects and how they enable project success.

FinTech - Lessons learned from D365 CE (Sales, Customer Service) implementation

OnBe was previously using SalesForce and earlier version of Dynamics CRM. We will share best practices from the implementation of D365 CE across the enterprise.

OnBe is helping businesses deliver on-demand payment experiences to their customers and workforce without the cost, risk, and complexity of orchestrating payments in-house.

Healthcare Technology Case Study - D365 F&SCM success story

We will discuss how we delivered a D365 rescue project in 2024. After two partners struggled to move the client from Dynamics AX to D365 F&SCM, we've adjusted the approach and the client is now up and running on the latest version of the software. We will cover best practices, lessons learned and ultimately how to make Dynamics projects more successful.

The session is for business decision makers, project leaders and solution architects.

Are We Ready to Go Live… or Are We in Trouble?

Most Dynamics 365 go-lives don't fail because of technology, they fail because warning signs were ignored. This session introduces a battle-tested Go-Live Readiness Report Card that flags trouble before it becomes a crisis. From UAT scope and data migration dress rehearsals to cutover communication and hypercare planning, you'll learn the non-negotiable criteria for a smooth launch. We reveal the top five go-live "red flags" that consistently appear in failed projects and explain why sometimes the smartest move is a pilot go-live or a deliberate delay. Walk away with a 10-point readiness checklist and a go/no-go decision framework you can use on your next project immediately.

Level 100–200 - Beginner/Intermediate
Audience Project managers, implementation leads, Solution Architects and IT directors overseeing Dynamics ERP and CRM deployments. Secondary: Finance or Operations managers involved in go-live sign-off.

LEARNING OBJECTIVES

1. Identify the top five go-live warning signs in Dynamics 365 projects, from incomplete testing to under-communicated change and diagnose each risk before it becomes a crisis.
2. Apply a structured Go-Live Readiness checklist covering UAT scope, data migration validation, performance testing results, security role validation, and cutover communication to objectively assess implementation readiness.
3. Decide when to delay or scale back a go-live, execute a pilot launch instead, and secure stakeholder buy-in for that tough call without destroying project momentum or organizational trust.

KEY TAKEAWAYS

• A 10-point Go-Live Readiness Report Card covering environment, data, testing, and business preparedness, usable immediately.
• The five most common go-live killers and how to spot them early.
• A worked example of a successful pilot go-live pivot, including how to communicate the recommendation to executives.
• A go/no-go decision matrix backed by clear criteria, not hope.