2026 Cohort: Business Rules, BPFs, Workflows, Dataverse Low Code Plugins, with Tad Thompson
2026-03-06 09:00 - 16:00 (America/Chicago)
Business Rules, BPFs, Workflows, Dataverse Low Code Plugins
with Tad Thompson
Cloud Solution Architect at Microsoft
In this session, you will learn what differentiates the Microsoft Business Applications from code-based solutions – the use of Business Rules, Business Process Flows, Workflows and Dataverse Low Code Plugins. When the course is complete, you will be able to define and develop a solution with business rules, business process flows, workflows and low code plugins. You will be able to identify common situations when you should use these non-code based solutions without the help of a developer guiding you.
This course was developed by Evan Haws of Avanade and was enhanced by Nia Murphy of Globus.

2026 Cohort: Intro to Power Apps, with Vikas Jha - Day 1
2026-03-11 09:00 - 16:00
Introduction to Power Apps
with Vikas Jha
PowerPlatform Functional Consultant at Capgemini (2-Day Session)

2026 Cohort: Intro to Power Apps, with Vikas Jha - Day 2
2026-03-12 09:00 - 16:00
Introduction to Power Apps
With Vikas Jha
Power Platform Functional Consultant at Capgemini (2-Day Session)

2026 Cohort: Power Pages, with Tad Thompson
2026-03-16 09:00 - 16:00
Power Pages
with Tad Thompson
Cloud Solution Architect at Microsoft
In this session, you will learn to build the Microsoft equivalent of a web-based Portal / website using the Power Pages technology. Upon completion of this course you will understand where Power Pages sits within the Power Platform. You will be able to create and customize Power Pages web pages. You will be able to customize the styling to align with an organization’s brand. You will be able to add Dataverse components to a Power Pages website and enforce security. And you will be able to create and deploy a Power Pages website successfully.
This course was developed by William McLendon, MVP at RSM US LLP.

2026 Cohort: Power Automate, with Mary Myers and Barb Borrowman - Day 1
2026-03-18 09:00 - 16:00
Power Automate
with Mary Myers and Barb Borrowman
Mary is a Microsoft MVP, Power Platform Expert, and Chief Maximizer at Worldmax. Barb is a Cloud Solution Architect at Microsoft
In this session, you will learn how the Power Automate functionality within Microsoft 365 replaces the need for most code-based functionality in today’s business platforms. At the end of this course, you will be able to understand Power Automate’s role M365 and the different types of automation. We will explore business use cases for automating processes. You will create basic flows from scratch and leverage templates, understanding core components like triggers, actions, and control structures. You will connect to data sources (e.g. Sharepoint, OneDrive, Dataverse) and implement logic to manage data flow. You will utilize expressions and functions to add advanced logic and integrate features like approvals and notifications. And, finally you will learn to test, debug, publish and share techniques while adopting best practices for maintenance and iterative improvement.

2026 Cohort: Power Automate, with Mary Myers and Barb Borrowman - Day 2
2026-03-19 09:00 - 16:00
Power Automate
with Mary Myers and Barb Borrowman
Mary is a Microsoft MVP, Power Platform Expert, and Chief Maximizer at Worldmax. Barb is a Cloud Solution Architect at Microsoft.
In this session, you will learn how the Power Automate functionality within Microsoft 365 replaces the need for most code-based functionality in today’s business platforms. At the end of this course, you will be able to understand Power Automate’s role M365 and the different types of automation. We will explore business use cases for automating processes. You will create basic flows from scratch and leverage templates, understanding core components like triggers, actions, and control structures. You will connect to data sources (e.g. Sharepoint, OneDrive, Dataverse) and implement logic to manage data flow. You will utilize expressions and functions to add advanced logic and integrate features like approvals and notifications. And, finally you will learn to test, debug, publish and share techniques while adopting best practices for maintenance and iterative improvement.

2026 Cohort: Power Automate, with Mary Myers and Barb Borrowman - Day 3
2026-03-20 09:00 - 16:00

2026 Cohort: Sales, Marketing and Customer Service Co-Pilot
2026-03-24 09:00 - 16:00
Sales, Marketing and Customer Service Co-Pilot
This hands-on course equips professionals with the skills to harness Microsoft Copilot across sales, marketing, and customer service functions. Participants will learn how to streamline workflows, personalize customer engagement, and drive data-informed decisions using AI-powered tools embedded in Dynamics 365.
Through real-world scenarios and guided practice, learners will explore how Copilot enhances productivity—from drafting compelling marketing content and analyzing campaign performance to generating sales insights and resolving customer inquiries with speed and precision.
By the end of the course, participants will be able to:

Automate routine tasks and communications across CRM and marketing platforms
Use Copilot to extract actionable insights from customer data and sales pipelines
Generate persuasive content for campaigns, proposals, and customer outreach
Improve customer service responsiveness and personalization using AI assistance
Integrate Copilot into daily workflows for consistent, scalable impact

2026 Cohort: Co-Pilot Studio - PVA with, Sameer Pathak - Day 1
2026-03-25 09:00 - 16:00
Co-Pilot Studio, Power Virtual Agents
with Sameer Pathak
Associate Technical Architect at Capgemini (2-Day Session)
In this session, you’ll explore the fundamentals of Microsoft Copilot and Power Virtual Agents, learning how they enhance user interactions and automate business processes. You’ll gain hands-on experience configuring and deploying chatbots, integrating them into business applications to improve engagement. Discover how AI-driven automation can streamline workflows and boost efficiency, while Copilot helps generate insights and support decision-making within tools like Microsoft Dynamics 365. You’ll also learn best practices for conversational AI, ensuring clear and effective interactions. By connecting Power Virtual Agents with Microsoft Dataverse and Power Automate, you’ll enable seamless data flow and automated actions. Customize chatbot functionalities for specific business needs and prepare for the Basic Business Application Certification with key concepts and exam strategies.
This course developed by Simon Wang, of Microsoft.

2026 Cohort: Co-Pilot Studio - PVA, with Sameer Pathak - Day 2
2026-03-26 09:00 - 16:00

2026 Cohort: Sales + Co-Pilot, with Mike Hauck
2026-03-30 09:00 - 16:00
Sales + CoPilot
with Mike Hauck,

Chief People and Experience Officer (CPXO) at CongruentX

2026 Cohort: Intro to Customer Service (rescheduled, TBD)
2026-04-01 09:00 - 16:00
Introduction to Customer Service
In this session, we will explain the Customer Service apps, what for and how they are used in the Modern Workplace. By the end of this course, you will be able to navigate the entire module and understand all of the Customer Service Apps. You will be introduced to the Common Terms and features of the Customer Service App. You will learn the commonly used tables and features in the Common Service area of the Customer Service Center. You will be given a tour of the Customer Service Admin Center. You will review the Customer Service Default Business Process Flow including Service Level Agreements and Entitlements, Knowledge Base Articles, Queues and Routing Rules. And, finally, you will be introduced to the Customer Service Workspace App.
This course was developed by Michael Hauck of congruentX.

2026 Cohort: Intro to Customer Insight - Journeys, with Sissy Bottcher
2026-04-03 09:00 - 16:00
Intro to Customer Insight – Journeys
with Sissy Bottcher
Dynamics Customer Engagement Expert at Avanade.
In this session, we will introduce you to the Customer Insight – Journeys Module (what used to be known as the Marketing Module). At the completion of this course you will understand Marketing concepts and personas within the D365CE business application. You will understand the D365 Customer Insights – Journeys capabilities. You will get hands on with Generative AI journey design and marketing emails, SMS message creation and push notifications, customer segments, event management, landing pages and much more! And, we will build your confidence in speaking to and creating marketing automation with D365CE Customer Insights – Journeys.
This course was developed by Adam Hallbeck of Microsoft.

2026 Cohort: Intro to Project Operations, with Sissy Bottcher
2026-04-08 09:00 - 16:00
Introduction to Project Operations
with Sissy Bottcher
Dynamics Customer Engagement Expert at Avanade.
In this session, you’ll learn how Microsoft Project Operations fits into the Modern Workplace and how leverage this business application to optimize project management and automate critical business processes. We will explore key features such as resource allocation, financial setup, and workflow automation to enhance operational efficiency. You will see demos using project templates, defining business rules, and customizing configurations to meet specific organizational needs. By the end of the session, you will understand why businesses want to use Project Operations for seamless execution and improved collaboration and you will be able to configure the baseline functionality of the App.
Key takeaways:

Understand the primary features and benefits of the Project Operations App and how it is used in the Modern Workplace
Understand how CoPilot can be deployed to work within the Project Operations App natively
Understand the baseline configurations to stand up a Project Operations App
Practice configuring key areas of the Project Operations App
Understand inter-dependencies of the App for better approaches to business requirements design discussions

2026 Cohort: Intro to Field Service App
2026-04-10 09:00 - 16:00
Introduction to Field Service App
In this session, we will introduce the Field Service App and explain how and why this module is used by the Modern Workplace. We will share real world use cases and discuss the difference between Field Service versus Connected Field Service. You will learn each of the Field Service components – Work Orders, Assets, Inventory Management and Scheduling. We will then provide a detailed demo of the Field Service from the perspective of the Work Order Workflow as well as the Self-Scheduling Portal. When this course is complete, you will have a detailed understanding of the Field Service App and know when it is appropriate to deploy this solution and how best to configure the default components for successful delivery.
This course was developed by William McLendon, MVP of RSM US LLP.

2026 Cohort: CE/Power Platform Project Preparation
2026-04-14 10:00 - 11:00
CE/Power Platform Project Preparation
Projects will be due April 29 – May 1, 2026.
This session will be recorded for those who cannot attend. In this session, we will explain the expectations of your Capstone Project and assign the Groups you will be working in to deliver your Projects.

2026 Cohort: Introduction to Microsoft's Success by Design
2026-04-16 09:00 - 16:00
Introduction to Success by Design
In this session, we will introduce you to Microsoft’s premier FastTrack methodology agnostic delivery tool to ensure successful solution implementation end users and Microsoft Partners. Participants will explore the Success by Design framework and its pivotal role in guiding Dynamics 365 implementations. You will receive an in-depth review of key project phases, best practices, and FastTrack techniques, as well as gain practical strategies for planning, execution, and risk mitigation of projects on which you participate. The course will also emphasize solution architecture, governance, and compliance, ensuring secure and efficient deployments. Hands-on workshops will provide an opportunity to assess scalability and performance, while real-world case studies will prepare participants for implementation challenges. By the end of the session, learners will be equipped with actionable insights to optimize solution design, development, and deployment.

2026 Cohort: Introduction to Microsoft's Success by Design - Day 2
2026-04-17 09:00 - 16:00

2026 Cohort: Intro to OmniChannel, with Pat Petersen
2026-04-29 10:30 - 16:00
Introduction to OmniChannel
with Pat Petersen from RSM LLP
In this session, we will introduce you to OmniChannel within D365CE which is another name for Contact Center. Contact Center is an extension of the Customer Center Module allowing multiple channels of communication in a single environment. The purpose of this session is to demonstrate what Microsoft is working to accomplish with this new experience by curating a Model-Driven App specifically to accomplish a customer service experience with multiple channels of communication.

2026 Cohort: Overview of Power BI
2026-05-04 09:00 - 10:00
Overview of Power BI

The purpose of this training day is to give participants a good grounding in all the components of the Power BI ecosystem. Provide a list of questions and answers so participants can self-quiz. This will be a hands-on introduction so they must have their hardware to participate. We will create a very simple report with minimal data and minimal visuals and publish. Learners will have a robust understanding of the full ecosystem of Power BI, thereby eliminating an employer’s need to provide orientation to the tool set.

2026 Cohort: The Power of Query Editor: Beyond the Standard
2026-05-04 10:00 - 14:30
The Power of Query Editor: Beyond the Standard
The purpose of this training day is to give students an understanding of the Power Query Editor, beyond the standard transformations (removing columns etc.) A special emphasis will be placed on:

The M-language
Future proofing a query
Re-using steps in other queries.
Complex transformations

This training day should enable participants to decide whether the PQE (and M) is an area they want to specialize in. It also should give students strong interview preparation. It will include exercises to be performed in their own time. Because the Power Query Editor is a tool that many knowledge workers are not familiar with, learners will bring knowledge of the tool that they can share with co-workers. Because the Power Query Editor is useful with Excel and Power BI, it is a tool that can add value to the workplace in multiple ways.

2026 Cohort: Data Modeling
2026-05-06 11:00 - 16:00
Data Modeling (2-Day Session)
The purpose of these training days is to give participants a strong understanding of data modeling. This is one of the central skills in Power BI, and participants should be able to discuss and create strong data models. Students should be able to articulate the advantages and disadvantages of a particular data model’s structure. Learners will be able to build performant data models from the start of their employment. Data modeling is a skill set that is not easy to master; TechFluent learners will not need the beginner or intermediate training in data modeling principles and concepts. Additionally, they will be able to share best practices and explain the reasons why a practice is ideal for other employees.

The Star Schema (and other less ideal data models)
Relationships (one-to-one, one-to-many, many-to-many)
Active and inactive relationships
Identify and diagnose problems in a data model (repeating values, incorrect results, ambiguous results)
How to identify facts and dimensions
When to create a calculated column vs. creating it in the PQE
How to measure performance in a report

Group 3: Canvas App Capstone Project Presentation
2026-05-07 10:30 - 11:45
CE / Power Platform Project Presentations
All students will present their projects for feedback from Industry Professionals.
Panel of Judges will review via Teams Meeting; Presentations will be given in-person and streamed on camera via Teams.

2026 Cohort: Data Modeling (Day 2)
2026-05-08 09:00 - 16:00

2026 Cohort: DAX, Day 1
2026-05-11 09:00 - 16:00
DAX (2-Day Session)
The purpose of these training days is to give participants a working knowledge of DAX to create calculated columns, measures, tables, security roles. Participants will also understand and use filter and row context. Learners will be versed in the syntax and principles of the DAX language. They will have hands-on experience writing and de-bugging DAX expressions. They will be exposed to the mechanics of the VertiPaq engine. They will also be introduced to external tools that can help with DAX de-bugging and performance measurement such as DAX Studio and Tabular Editor.
Students will be able to use a variety of DAX functions fluently, including, but not limited to:

SUMMARIZE, SUMMARIZECOLUMNS, ADDCOLUMNS
FILTER, VALUES
CALCULATE, CALCULATETABLE
SUM, AVERAGE, COUNT and the iterative versions of these functions

Group 4: Automation Capstone Project Presentation
2026-05-14 10:00 - 11:15

2026 Cohort: DAX (Day 2)
2026-05-18 09:00 - 16:00

Sales, Service, and Marketing Copilot Workshop with Mary Myers
2026-05-22 11:30 - 15:30
Sales, Marketing and Customer Service Co-Pilot
with Mary Myers
Chief Maximizer at WorldMax
This hands-on course equips professionals with the skills to harness Microsoft Copilot across sales, marketing, and customer service functions. Participants will learn how to streamline workflows, personalize customer engagement, and drive data-informed decisions using AI-powered tools embedded in Dynamics 365.
Through real-world scenarios and guided practice, learners will explore how Copilot enhances productivity—from drafting compelling marketing content and analyzing campaign performance to generating sales insights and resolving customer inquiries with speed and precision.
By the end of the course, participants will be able to:

Automate routine tasks and communications across CRM and marketing platforms
Use Copilot to extract actionable insights from customer data and sales pipelines
Generate persuasive content for campaigns, proposals, and customer outreach
Improve customer service responsiveness and personalization using AI assistance
Integrate Copilot into daily workflows for consistent, scalable impact

2026 Cohort: Building a Report
2026-05-27 09:00 - 16:00
Building a Report
The purpose of this training day is to give participants a full knowledge of the features and functionality used when creating a report. Students will be asked to create a report (as homework) that includes all the functionality that we have covered in the class. Learners will understand the nuances of report performance. They will be familiar with the differences between slicers, the filter panel, and drill throughs. They will have hands-on experience building buttons and bookmarks and linking the two together. Additionally, they will be familiarized with external tools that enable building Power BI themes.

Drill through
Interactions
Slicers vs. Filter pane
Bookmarks
Buttons
Themes

2026 Cohort: Working in the Power BI Service
2026-05-29 09:00 - 16:00
Working in the Power BI Service
The purpose of this training day is to give participants a strong understanding of the Power BI Service. Learners will be able to articulate what work is best done in the Service and what work is best done in the Power BI Desktop. They will be trained in best practices in sharing reports (e.g. controlling “security sprawl”) within the organization. They will understand the constraints imposed by licensing. They will be briefed on Power BI Premium, when and why Premium is necessary.
Topics will include, but are not limited to:

Workspaces
Apps (using and creating)
Setting a refresh schedule
Editing reports and dashboards
Creating a dashboard
Creating a workspace and assigning roles
