Program & Target Attendees: A full-day intensive for Business, Finance, Operations & Technology professionals using Microsoft Dynamics 365 & AI/Copilot
Mission: Deliver strategic guidance, actionable planning, and expert insights on how to apply proper governance & access controls to your business when running Dynamics 365 and Agentic AI/Copilot
Date: Sunday October 11
Location:Gaylord Opryland Resort
Timing: 9:00 AM – 4:00 PM
Cost: 999
Day 1
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7:30 AM - 9:00 AM
Registration and Breakfast/networking
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9:00 AM - 9:30 AM
Welcome, program overview, and Fireside Chat
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9:30 AM - 10:15 AM
Keynote Governing the AI Powered Business
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10:15 AM - 10:45 AM
Creating a Center for AI Enablement
How to create a Center for AI Enablement that defines policies for AI/Copilot use across Dynamics 365 apps, building board-level accountability across people, process and platform.
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10:45 AM - 11:00 AM
Coffee Break
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11:00 AM - 11:45 AM
Data Classification & Sensitivity Labels in D365 + Microsoft Purview
Define how Microsoft Purview integrates with Dynamics 365 to classify, protect, and audit sensitive financial and operational data.
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11:45 AM - 12:15 PM
Use Case study on Governance & Access control
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12:15 PM - 1:45 PM
Luncheon roundtables, choose your table
- AI Governance in Manufacturing & Supply Chain
- Financial Control & Audit Readiness
- Security controls for multi-entity D365 Environments
- Agent & Copilot Policies: What your legal team needs to know
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1:45 PM - 3:20 PM
Breakout Sessions
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1:50 PM - 2:30 PM
Financial Controls in the Age of Copilot — Segregation of Duties Reimagined
When AI can initiate purchase orders, summarize invoices, and draft journal entries, how do traditional SoD controls hold up? This session examines real scenarios and modern control frameworks
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2:30 PM - 2:40 PM
Coffee break (Room 1)
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2:40 PM - 3:20 PM
Audit Trails, Compliance Reporting & AI Accountability in D365
How to leverage D365's built-in audit framework, Power BI Compliance Packs, and Microsoft Purview audit logs to demonstrate AI accountability to auditors, regulators, and executive leadership
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1:50 PM - 2:30 PM
Entra ID, Conditional Access & Least-Privilege Architecture for D365
Technical session covering modern identity management for Dynamics 365: configuring Conditional Access policies, Privileged Identity Management (PIM), and zero-trust principles for your ERP
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2:30 PM - 2:40 PM
Coffee break (Room 2)
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2:40 PM - 3:20 PM
Copilot Governance Policies—What Administrators need to Configure Today
A prescriptive walkthrough of Microsoft 365 admin center settings, Copilot usage policies, data boundary controls, and audit log configuration for IT admins managing Dynamics 365 Copilot rollouts
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3:30 PM - 4:00 PM
Closing Session (all attendees): Change Management & User Adoption—Governing People, Not Just Systems
Governance fails when users work around controls. This session addresses communication strategies, training frameworks, and adoption metrics for organizations rolling out AI-augmented Dynamics 365.
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4:00 PM - 4:45 PM
Closing Remarks and cocktail, networking reception
This registration is ONLY for the Preconference, please use the form below if you already have a Summit NA All Access Pass OR if you only want to purchase the preconference at this time
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