Best practices for the Budgeting and Discovery stages in selecting an ERP & CRM

Address: 122 Fifth Avenue, 122 5th Ave, New York, NY 10011

Come join us for our first in-person event at the NEW Microsoft office on 5th avenue, Manhattan (not the Times Square location) to recap on Summit for those that were there and for those that were not able to make it!

We have an awesome DUG session led by Peter Joeckel & Kati Hvidtfeldt both of who have been in the Microsoft Ecosystem for years!

Session 1: Best practices for the Budgeting and Discovery stages in selecting an ERP & CRM
Time: 12:45 pm - 2:00 pm
Key Topics Covered:

• Defining clear project scope and objectives.
• Establishing realistic budgets that account for licensing, implementation, integrations, and ongoing support.
• Conducting a discovery to map business processes and identify functional requirements.
• Aligning stakeholder expectations early to ensure executive and departmental buy-in.
• Evaluating total cost of ownership (TCO) across Dynamics 365 Finance, Supply Chain, and Customer Engagement applications.

Insights & Takeaways:

• Avoiding common pitfalls such as underestimating change management or data migration costs.
• Building a business case to demonstrate ROI and long-term value.
• Leveraging structured frameworks and partner expertise to streamline the selection process.

What is different about this session is if you can convince your bosses to take the full afternoon off to join us, we have a second session in the afternoon on The Ultimate Executives Guide for D365 Implementation.

Session 2: The Ultimate Executives Guide for D365 Implementation.
Time: 3:00 pm - 5:00 pm
Key Topics Covered

• Unbiased, executive-level guidance from independent transformation experts - no vendor sales pitches.
• Building a future-ready enterprise roadmap focused on ERP modernization, data strategy, AI readiness, and automation.
• Proven strategies to de-risk multimillion-dollar decisions in ERP, FP&A, and data initiatives.
• Exclusive insights from top transformation leaders

Insights & Takeaways

• Gain objective, C-suite-focused guidance you can trust - not a product pitch.
• Access board-ready frameworks for planning and executing enterprise transformation.
• Learn what works (and what to avoid) from experts with hundreds of successful transformations.
• Walk away with immediate, actionable next steps to advance your digital roadmap.
• Build high-value connections and exchange strategies with top transformation leaders in an exclusive, collaborative setting.

You can attend just our Dynamics User Group session only or join us for both!

Refreshments:
We will have lunch served at our Dynamics User Group and a happy hour to follow the second session!