Microsoft Organized Dynamics 365 ERP Agents Activation Workshop
2026-01-16 10:00 - 16:00 (America/Indiana/Indianapolis) | 200 17th St NW, 200 17th St NW, Atlanta, GA, 30363, US
Join the Microsoft-organized Dynamics 365 ERP Agents Activation Workshop on Jan 16th, 10 AM–4 PM EST at Microsoft Atlanta Midtown Office. The session begins with a quick overview of out-of-the-box ERP Agents, including Finance Agents in M365, followed by the chance to activate the agents in your sandbox environment with support available. Agents covered: Supplier Communications, Account Reconciliation, Expense, Time, Approvals, and Finance Agents in M365.
Who Should Attend:
This workshop is ideal for Dynamics 365 users, administrators, and business or IT professionals who want to explore and activate ERP Agents in their sandbox environment. Please note, this is an Activation Workshop, so attendees should be prepared to install the agents.
✅ Workshop Prerequisites
To ensure you are fully prepared and can complete the agent activation process, please make sure you meet the following prerequisites:

Review detailed prerequisites here: Microsoft LiveSend
Microsoft Copilot Studio entitlements (pre-paid capacity or pay-as-you-go)
Access to a sandbox environment with Finance, SCM, and Project Ops premium licenses
Latest app versions (Finance and SCM must be 10.0.44 or later with all quality updates applied)
Admin roles: Power Platform System Administrator and System Administrator (required for certain workshop steps)
PPAC, Dataverse, F&O environment, and Mailbox must be in the same tenant
We recommend utilizing a shared mailbox along with a dedicated user account (agent identity).
Dedicated Agent Identity and Shared Mailbox
Agent Identity setup
create a user account for an agent, you will need Entra ID administrative privileges, or the account must be created in advance. https://admin.microsoft.com
Agent Identity users needs be assigned to following Licensing in Office 365 Portal https://admin.microsoft.com
PowerApp Premium –or– PowerAutomate Premium
D365 Finance –or- D365 SCM
Shared mailbox added Add procurement team members, Exchange team members
You can use a private mailbox, but this is not typical for production. Please ensure the delegate mailbox approval process is set up before the workshop. Here’s a video for reference: Delegate the mailbox approval process in Dynamics 365 and Power Apps – YouTube with your admins.
M365 Copilot License to install Finance Agents in M365 Excel: https://learn.microsoft.com/en-us/copilot/finance/get-started/install-dataverse-reconciliation

January - RING IN THE NEW YEAR with Twin Cities Users
2026-01-21 16:00 - 18:00 | Microsoft Building EDINA MN, 3601 W 76th St Ste 600, Edina, MN, US
We’re back with another Twin Cities Dynamics & Power Platform meetup — and details are coming soon!
📅 When: January 21, 2026 3-5pm
📍 Where: Microsoft Office – Edina
Whether you’re a business leader, consultant, system admin, or just curious about Microsoft Biz Apps — this community is for you. Expect a mix of learning, real-world insights, and plenty of time to connect with peers across the ecosystem.

Agenda (Subject to Change)

Time
Topic

3:00 PM
Welcome & Community Updates

3:15 PM
Session #1 — TBD

4:00 PM
Break + Networking

4:10 PM
Session #2 — TBD

4:50 PM
Open Discussion / Q&A

5:00 PM
Happy Hour @ TBD

Want to Share or Sponsor?
We’re building our 2026 calendar and would love to hear from you.
🎤 Want to Present?
We’re seeking 30–45 minute sessions on topics across CRM, ERP, Power Platform, AI/Copilot, governance, adoption, integrations, and real-world stories.
🏢 Interested in Sponsoring?
Sponsorship helps keep these events free, fun, and well-run.

Meetup Sponsor – $1,500
Includes a 30-minute speaking slot, logo visibility, and access to attendee names.
Lunch Sponsor – $750
Includes a 2-minute intro and logo placement; helps cover food and venue costs.

Only one sponsor per meetup — we match fit to content.
Stay Connected
💬 https://www.linkedin.com/groups/14440317/[LinkedIn Group](https://www.linkedin.com/groups/14440317/)
📧 Email: D365TwinCities@Outlook.com

D365 Manager & Admin Meetup - Jan 2026
2026-01-22 12:00 - 13:00 | Online event
9.00am-10.00am PT (US & Canada)
12.00pm-1.00pm ET (US & Canada)
5.00pm-6.00pm GMT (UK)
6.00pm-7.00pm CET (Europe)
Please join us for our first session of 2026.
Details to follow.
We look forward to connecting!
Best wishes,
Nancie, Tanya, and Vanda
dynamicsusergroup

Marketing Doesn’t Stop at Digital: How to Blend Online and Offline Marketing
2026-01-22 12:00 - 13:00 | Online event
Join us for a virtual meetup exploring how today’s most effective marketing strategies go beyond digital-only tactics. While digital channels are essential, real impact happens when online and offline efforts work together seamlessly.
Hosted by Monica Hoyer and Bobby Small, this 60-minute session will begin with a 30-minute presentation covering practical ways to connect digital campaigns with in-person experiences, events, sales teams, and traditional channels to create a more cohesive customer journey.
The second half of the event will be an open-forum discussion, giving marketers the opportunity to ask questions, share ideas, and discuss what’s working right now across both digital and offline channels.
📅 January 22
🕛 12:00 PM
📍 Virtual Meetup
Whether you’re looking for actionable ideas or a chance to exchange insights with peers, this meetup is designed to be interactive, practical, and relevant.

D365 Manager & Admin Meetup - Feb 2026
2026-02-26 12:00 - 13:00 | Online event
9.00am-10.00am PT (US & Canada)
12.00pm-1.00pm ET (US & Canada)
5.00pm-6.00pm GMT (UK)
6.00pm-7.00pm CET (Europe)
Please join us for our February 2026.
Details to follow.
We look forward to connecting!
Best wishes,
Nancie, Tanya, and Vanda
dynamicsusergroup

DUG Tampa February Dynamics & Power Platform Meetup
2026-02-26 17:30 - 19:30 | The Well Coffeehouse, 8890 E. 116th Street, Fishers, IN, US
Join us at Dynaway’s office on Feb 26, 2026! Topic TBA—save the date for this exciting Tampa Dynamics event.

March - Twin Cities Dynamics & Power Platform User Group
2026-03-11 15:00 - 17:00 | Microsoft Building EDINA MN, 3601 W 76th St Ste 600, Edina, MN, US
We’re back with another Twin Cities Dynamics & Power Platform meetup — and details are coming soon!
📅 When: March 11, 2026 3-5pm
📍 Where: Microsoft Office – Edina
Whether you’re a business leader, consultant, system admin, or just curious about Microsoft Biz Apps — this community is for you. Expect a mix of learning, real-world insights, and plenty of time to connect with peers across the ecosystem.

Agenda (Subject to Change)

Time
Topic

3:00 PM
Welcome & Community Updates

3:15 PM
Session #1 — TBD

4:00 PM
Break + Networking

4:10 PM
Session #2 — TBD

4:50 PM
Open Discussion / Q&A

5:00 PM
Happy Hour @ TBD

Want to Share or Sponsor?
We’re building our 2026 calendar and would love to hear from you.
🎤 Want to Present?
We’re seeking 30–45 minute sessions on topics across CRM, ERP, Power Platform, AI/Copilot, governance, adoption, integrations, and real-world stories.
🏢 Interested in Sponsoring?
Sponsorship helps keep these events free, fun, and well-run.

Meetup Sponsor – $1,500
Includes a 30-minute speaking slot, logo visibility, and access to attendee names.
Lunch Sponsor – $750
Includes a 2-minute intro and logo placement; helps cover food and venue costs.

Only one sponsor per meetup — we match fit to content.
Stay Connected
💬 https://www.linkedin.com/groups/14440317/[LinkedIn Group](https://www.linkedin.com/groups/14440317/)
📧 Email: D365TwinCities@Outlook.com

D365 Manager & Admin Meetup - Mar 2026
2026-03-26 11:00 - 12:00 | Online event
9.00am-10.00am PT (US & Canada)
12.00pm-1.00pm ET (US & Canada)
4.00pm-5.00pm GMT (UK)
5.00pm-6.00pm CET (Europe)
Please join us for our March 2026 session.
Please note for UK and Europe attendees, the start time is 1hr earlier than usual due to Daylight Savings North America v UK/Europe.
Details to follow.
We look forward to connecting!
Best wishes,
Nancie, Tanya, and Vanda
dynamicsusergroup

D365 Manager & Admin Meetup - Apr 2026
2026-04-30 11:00 - 12:00 | Online event
9.00am-10.00am PT (US & Canada)
12.00pm-1.00pm ET (US & Canada)
5.00pm-6.00pm GMT (UK)
6.00pm-7.00pm CET (Europe)
Please join us for our April 2026.
Details to follow.
We look forward to connecting!
Best wishes,
Nancie, Tanya, and Vanda
dynamicsusergroup

May - Twin Cities Dynamics & Power Platform User Group
2026-05-06 15:00 - 17:00 | Microsoft Building EDINA MN, 3601 W 76th St Ste 600, Edina, MN, US
We’re back with another Twin Cities Dynamics & Power Platform meetup — and details are coming soon!
📅 When: May 6, 2026 3-5pm
📍 Where: Microsoft Office – Edina
Whether you’re a business leader, consultant, system admin, or just curious about Microsoft Biz Apps — this community is for you. Expect a mix of learning, real-world insights, and plenty of time to connect with peers across the ecosystem.

Agenda (Subject to Change)

Time
Topic

3:00 PM
Welcome & Community Updates

3:15 PM
Session #1 — TBD

4:00 PM
Break + Networking

4:10 PM
Session #2 — TBD

4:50 PM
Open Discussion / Q&A

5:00 PM
Happy Hour @ TBD

Want to Share or Sponsor?
We’re building our 2026 calendar and would love to hear from you.
🎤 Want to Present?
We’re seeking 30–45 minute sessions on topics across CRM, ERP, Power Platform, AI/Copilot, governance, adoption, integrations, and real-world stories.
🏢 Interested in Sponsoring?
Sponsorship helps keep these events free, fun, and well-run.

Meetup Sponsor – $1,500
Includes a 30-minute speaking slot, logo visibility, and access to attendee names.
Lunch Sponsor – $750
Includes a 2-minute intro and logo placement; helps cover food and venue costs.

Only one sponsor per meetup — we match fit to content.
Stay Connected
💬 https://www.linkedin.com/groups/14440317/[LinkedIn Group](https://www.linkedin.com/groups/14440317/)
📧 Email: D365TwinCities@Outlook.com

D365 Manager & Admin Meetup - May 2026
2026-05-21 11:00 - 12:00 | Online event
9.00am-10.00am PT (US & Canada)
12.00pm-1.00pm ET (US & Canada)
5.00pm-6.00pm GMT (UK)
6.00pm-7.00pm CET (Europe)
Please join us for our May 2026.
Details to follow.
We look forward to connecting!
Best wishes,
Nancie, Tanya, and Vanda
dynamicsusergroup
