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We will be meeting remotely this month, so make something delicious for lunch and participate from home! Networking will be from 11:30-12:00 and the session will start promptly at 12:00.
SharePoint is From Venus, Dynamics is From Mars: Better Document Management in Your Model-Driven Power Apps
When it comes to document management, Dynamics (or any model-driven Power App) and SharePoint offer a myriad of options … not all of them good. Even the built-in SharePoint to Dynamics integration can create more problems than it solves.
In this session, you’ll learn what nobody tells you about SharePoint to Dynamics integration.
We will review the available options, from using the built-in Dynamics document management, to SharePoint, to Teams, to Power Automate to custom code. You’ll learn the different solutions that work best in different scenarios and you’ll walk away with a decision-making process for identifying the right integration approach(es) for your organization.
Presented by: Geoff Ables
Geoff Ables is a thought leader on customer experience and employee engagement, inspirational international speaker, entrepreneur and an author who helps businesses create contagiously engaged employees that transform the customer experience.
In 2003 he began evangelizing The LUCK Principle™ to help companies understand and apply the 4 timeless relationship principles (listen, understand, connect, know) to business projects such as CRM and intranets. His recent book, “The LUCK Principle: Business Results at the Intersection of People and Profit,” contains insights and inspiration for creating a people-centric digital workplace.
Geoff is the founder of C5 insight. Twice named to the Inc. 5000 list of fastest growing businesses, C5 Insight is a consulting firm that helps companies plan and implement customer experience management and employee engagement projects and technologies. Experience and certifications include Dynamics 365, SharePoint, Salesforce.com, Power BI and Office 365.
His speaking experience ranges from keynotes to corporate training events to workshops for events such as EuroForum, Digital Summit, High Five, the Direct Marketing Association, CRMUG Summit, and LawTech. His thoughts on relationships in the digital age have been seen and heard in a number of venues including National Public Radio, USA Today, BusinessWeek and The New Zealand Direct Marketing Journal.
Those who know Geoff know his passion for the workplace, and for collaborating with clients on scaling timeless principles for good relationships to growing businesses.
Geoff is also an avid motorcycle and wine enthusiast and has appeared as a guest on TruTVs’s, “The Impractical Jokers.”
About KC M365 User Group:
This user group is designed for KC professionals who work with Microsoft 365 and SharePoint to network and learn from each other. Meetings are on the second Monday of each month over lunch. Join us for a free lunch and stick around to learn more about SharePoint and Microsoft 365!
Connect with Us!
LinkedIn Group: https://www.linkedin.com/groups/12270044/