Explore the Possibilities with HSO at Community Summit North America 2026

Booth #1018

• Monday, October 12 | 6:00 PM – 8:00 PM ET 

• Tuesday October 13 12:00 PM – 6:30 PM ET 

• Wednesday, October 14 | 12:00 PM - 5:00 PM ET

D365 Data 101

Monday, October 12
9:45 - 10:45 AM CT
Ryman 16/17/18, Level 0

Every great structure starts with a solid foundation, and in Dynamics 365, that foundation is data. Before you build integrations, before you stand up analytics pipelines, before you design solutions that your business actually trusts - you need to understand how D365 thinks about data. This session strips it back to the fundamentals: how data is structured across the platform, how it moves between systems, and the core patterns that will either make your architecture elegant or turn it into a maintenance nightmare six months from now. We'll cover the concepts that technical teams often skip in the rush to ship - the stuff that quietly causes problems in your integrations, muddies your analytics, and makes solution design harder than it needs to be. Whether you're new to the platform or just never got the proper tour, this is the session that makes everything else click. Get the foundation right, and the rest gets a whole lot easier.

 Let's See What's Broken: The CE Quick Scan That Finds the Problems You Didn't Know You Had

Monday, October 12
1:45 - 2:45 PM CT
Magnolia Mezzanine 11, Level M

CE issues rarely come out of nowhere — most leave clues long before the helpdesk ticket arrives. In this fast, practical session, we'll walk through a 30-minute health check you can run in any CE environment to reveal the problems behind most outages, errors, and slowdowns: unmanaged layers hiding on your forms, failing flows and plug-ins, missing objects from recent updates, security role drift, bad environment variable setups, and the tell-tale signs of a poorly cloned environment. You'll leave with a simple, repeatable checklist to run monthly (or before every release) to catch issues early and keep your CE org stable.

DDMRP in Dynamics 365: Reducing Stockouts and Overstocks with Demand-Driven Planning

Monday, October 12
3:00 - 4:40 PM CT
Ryman D/E, Level 0

Traditional planning approaches often struggle to keep up with demand volatility, leading to excess inventory or frequent stockouts. Demand Driven Material Requirements Planning (DDMRP) addresses this by decoupling supply and demand through strategically placed buffers. We'll explain how DDMRP works in Dynamics 365, how decoupling point items are defined, and how buffer management improves responsiveness without adding complexity. Attendees will learn how organizations use DDMRP to stabilize planning, improve service levels, and respond faster to changing market conditions.

Your CRM Is Costing You More Than You Think — Here's the Fix

Monday, October 12
4:45 PM - 5:45 PM CT
Magnolia Mezzanine 8, Level M

Dynamics 365 Customer Engagement is a powerful platform — until it's bloated with attachments, bogged down by performance issues, and so expensive to store data in that your team starts working around it. Most CE implementations treat the CRM as a dumping ground for everything. This session challenges that assumption and shows how an integrated data platform strategy can dramatically reduce storage costs, improve CE performance, and unlock richer analytics — with real client examples of the savings organizations have achieved.

The Hidden Cost of Standing Still: Making the Business Case for AI Investment

Tuesday, October 13
8:00 AM - 9:30 AM CT
Magnolia Mezzanine 2/3/4, Level M

You've heard the AI pitch a hundred times. This isn't that. This session flips the conversation and asks a question most organizations haven't sat with long enough: what is it actually costing you not to adopt AI? We'll walk through an opportunity-cost framework that has sparked genuine urgency in boardrooms — quantifying the competitive risk, operational drag, and talent friction that accumulate while organizations stay on the sideline. Whether you're trying to get budget approved, align a skeptical leadership team, or sharpen your own thinking, you'll leave with the language and logic to make standing still feel a lot more expensive than moving forward.

Dynamics 365 and MES: Integrating F&O with Third-Party Manufacturing Execution Systems

Wednesday, October 14
8:00 - 9:30 AM CT
Ryman 15, Level 0

While Dynamics 365 Supply Chain Management offers strong native manufacturing capabilities, many organizations rely on specialized Manufacturing Execution Systems (MES) for advanced or industry-specific requirements. This session explores how Dynamics 365 integrates with third-party MES solutions to create a cohesive manufacturing ecosystem. We'll cover common integration patterns, near-real-time data exchange, and how automated synchronization keeps production, inventory, and operational data aligned — without manual intervention.

Beyond Configuration: Extensibility, Performance, and Supportable Customizations in D365 F&O

Wednesday, October 14
9:45 - 10:45 AM CT
Ryman D/E, Level 0

Most Dynamics 365 Finance & Operations projects eventually hit the same question: where does configuration stop, and where should custom development begin? In this session, we will take a technical look at how to extend F&O the right way without creating performance issues, upgrade headaches, or support problems later. We will walk through real-world design considerations for customizations, integrations, and code extensibility, along with practical guidance for troubleshooting performance bottlenecks and building solutions that hold up in production. Attendees will leave with a clearer framework for making smart technical decisions in F&O.

Fine Print at Scale: How AI Is Transforming Legal and Compliance Document Review

Wednesday, October 14
9:45 - 10:45 AM CT
Magnolia Mezzanine 17/18, Level M

In financial services, the answer to "can we invest in this?" is often buried somewhere in a 200-page limited partnership agreement. Finding it manually costs time, money, and — occasionally — compliance violations. This session explores how AI agents are deployed to search and interpret large volumes of legal and regulatory documents: investor restriction letters, fund agreements, compliance filings, and more. We'll share a real-world case study of an investment management firm using AI to automate investor due diligence, and discuss how the same approach applies anywhere complex documents govern high-stakes decisions.

ALM in PPAC for F&O: versioning code, data, config, and deployable packages

Wednesday, October 14
2:00 - 3:00 PM CT
Ryman 15, Level 0

Most teams have the code versioning part figured out. You've got your branches, your commits, your pull requests - great. But code is only one piece of the puzzle, and if you're not versioning your configuration, managing your data movement, and treating deployable packages with the same discipline, you're not really doing ALM - you're just doing half the job and hoping the other half works out. This session is about closing that gap. We'll walk through what a complete ALM strategy actually looks like for Dynamics 365 F&O - one that covers the full surface area of your solution, not just the part that lives in source control. Configuration drift, environment promotion, data movement between tiers, deployable package hygiene - all of it gets the attention it deserves. Whether your team is building out ALM practices from scratch or trying to patch the holes in what you've already got, this session gives you the framework to do it right and the practical guidance to actually get there.