Richard Terry
Driving innovation and efficiency in the AEC industry as a Marketing Systems and Marketing Manager for Carollo Engineers.
Scottsdale, Arizona, United States
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With nearly 40 years in the Architecture, Engineering, and Construction (AEC) industry, I’ve worked with leading water and wastewater engineering firms and a prominent architectural practice, gaining deep insight into industry challenges. Building on this experience, I’ve championed technology adoption—helping teams master new systems and streamline workflows. Today, I guide Carollo’s marketing systems and regional marketing efforts, focusing on process optimization, efficiency, and mentoring the next generation of marketing professionals.
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Taming the PDF Jungle: Intelligent Document Management for Dynamics 365 and Beyond
Managing decades of historical data can feel like wrangling a jungle of documents—but with the right approach, it becomes a strategic asset. When migrating to Dynamics 365 CRM, our team faced a dual challenge: enabling refined search across 30,000 legacy PDFs tied to opportunities from a previous system, while creating a scalable solution for all future documents linked to Dynamics 365 opportunities.
In this session, I’ll detail how we built Sidestream, a standardized out-of-the-box document management framework that leverages Dynamics 365 opportunity metadata, Power Automate flows, and SharePoint integration to deliver a powerful search experience with refiners. Beyond opportunity-related files, Sidestream is designed to serve as a centralized library for all marketing collateral and published content, ensuring consistency and discoverability across the organization.
Finally, I’ll share how this foundation positions us for the next evolution—integrating Copilot and AI-driven agents to unlock intelligent insights and research capabilities. Whether you’re tackling a mountain of historical files or planning for AI-ready knowledge management, this session offers practical strategies and lessons learned to turn chaos into clarity.
DynamicsCon 2026 Sessionize Event
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