South Coast User Group - 3rd June 2025

19:00 - 19:30 - Writing Your Own CRM in Dataverse? Let’s Talk Before You Do That..., Bernie Rainer-Guy

Thinking about building your own CRM solution in Microsoft Dataverse?

You’re not alone. With the Power Platform at your fingertips, it’s tempting to start from scratch—custom tables, bespoke forms, and tailored automation. But should you?

In this session, we’ll walk through the why, when, and how of building a CRM in Dataverse—from greenfield scenarios to augmenting or replacing Dynamics 365. We’ll explore:

• What makes up a good CRM structure in Dataverse
• Common pitfalls in DIY CRM projects
• How to leverage standard tables (Contacts, Accounts, Activities) for faster wins
• Licensing, scalability, and security considerations
• Lessons learned from real-world CRM builds (the good, the bad, and the ugly)

Whether you’re a citizen developer, Power Platform consultant, or a solutions architect, you’ll come away with a pragmatic roadmap for making informed decisions about custom CRM projects in Dataverse.

You might leave thinking: “Maybe I don’t need to reinvent the wheel… or maybe I can build a better one.”

19:40 - 20:00 - Root out the ROT to boost Copilot, Terence Rabe

Redundant, Obsolete and Trivial data have long been a pain for organisations who want to leverage their unstructured data. Copilot for Microsoft 365 brings this issue back in to focus, perhaps for good. Join Terence to learn what can be done.