2026 Cohort: Intro to AI, with Jason Rivera
2026-02-18 09:00 - 16:00 (America/Chicago) | MN
Intro to AI
with Jason Rivera
Senior Manager, Collaboration Architect at Cognizant.
In this session, we will introduce you to the concept of Artificial Intelligence and provide a basic understanding of what it is and how it is used in our everyday life. By the end of this course, you will understand how and where AI is used in your personal life as well as how businesses are beginning to utilize AI the functionality. We will introduce the key types of AI – knowledge mining, machine learning, anomaly detection, computer vision and natural language processing. You will learn Microsoft’s Responsible AI Principles and the building blocks necessary to enact those Principles. Finally, we walk you through how AI (Co-Pilot) is embedded in D365CE and how it can be surfaced and utilized within the Platform to strengthen and automate the Modern Workplace. The Instructor will leave behind a great many resources to help you launch your career.
This course was developed by Kylie Kiser, Seth Bacon, MVP and Will McClendon, MVP of RSM US LLP.

2026 Cohort: Dataverse / Relational Databases, with Alex Foncannon
2026-02-20 09:00 - 16:00 | MN
Dataverse/Relational Databases
with Alex Foncannon
Supervisor at RSM US.
In this course, we will introduce you to the concept of a relational database and its primary functions of data storage and management. We will use use-cases to demonstrate the strengths and weaknesses between the the use of SharePoint versus Dataverse as the core database. When you complete this course, you will clearly understand Power Platform environments and their role in enabling responsible and maintainable application lifecycle management. And, you will understand how to properly architect tables, columns and proper relationships within the Dataverse.

Intro to ERP, with Bobby Small, MVP
2026-02-23 09:00 - 16:00 | Sabathani Community Center, 310 E. 38th Street, Minneapolis, MN, 55409, United States
Introduction to ERP
with Bobby Small, MVP
Community Strategy Director at Dynamics User Group
Course description TBD.

2026 Cohort: Introduction to Dataverse Security, with Alex Foncannon
2026-02-23 09:00 - 16:00 | MN
Introduction to Dataverse Security
with Alex Foncannon
Supervisor at RSM US.
This course provides a comprehensive overview of security architecture and best practices within Microsoft Dataverse, the data backbone of the Power Platform. Designed for administrators, solution architects, and power users, the course explores how to implement robust security models that protect sensitive business data while enabling scalable collaboration.
Participants will gain hands-on experience configuring role-based security, field-level access, and hierarchical permissions. The course also covers integration with Microsoft Entra ID (formerly Azure AD), auditing, and compliance features to ensure governance across environments.
By the end of the course, learners will be able to:

Design and implement security roles, teams and business units for scalable access control
Apply field-level and record-level security to protect sensitive data
Integrate Dataverse security with Microsoft Entra ID for identity and access management
Monitor and audit data access for compliance and operational insights
Align security configurations with organizational policies and regulatory requirements

Enterprise Resource Planning & What it Means in the Modern Workplace, with Bobby Small, MVP
2026-02-24 09:00 - 16:00 | Sabathani Community Center, 310 E. 38th Street, Minneapolis, MN, 55409, United States
Enterprise Resource Planning & What it Means in the Modern Workplace
with Bobby Small, MVP
Community Strategy Director at Dynamics User Group
Course description TBD.

2026 Cohort: Data Management with Tad Thompson
2026-02-25 09:00 - 16:00 | MN
Data Management
with Tad Thompson
Cloud Solution Architect at Microsoft
In this session, you will learn the key concepts and principles of data management within D365CE and the Power Platform. You will learn to import and export data within D365CE and the Power Platform (the Dataverse). You will learn to the configure Duplicate Detection and how that impacts the maintenance of data quality. You will learn to setup and review Auditing. Finally, the Instructor will provide key resources that will be invaluable for your career.
This course was developed by Tad Thompson, Cloud Solution Architect at Microsoft.

Self-Study: D365 FSCM IBI Training (5-Day Session)
2026-02-26 09:00 - 16:00 | MN
Self-Study: D365 FSCM IBI Training (5-Day Session)
The “Introduction to ERP” curriculum is designed for newcomers to Dynamics 365 Finance and Supply Chain. It provides a high-level orientation through a selection of sample micro-courses from IBI’s full D365 FSCM catalog. The curriculum builds familiarity with theD365 FSCM’s user interface, basic workflows, and major business areas, laying a strong foundation for future learning.

Learn how to navigate the D365 FSCM interface with confidence
Explore key business processes in Finance and Supply Chain
Preview typical business processes and workflows
See how data is entered and flows across functional areas

This introduction helps first-time users understand what D365 FSCM can do and prepares them to dive deeper into functional or role-specific training later on.

2026 Cohort: Solutions & Solution Management, with Alex Foncannon
2026-02-27 09:00 - 12:00 | MN
Solutions & Solution Management
with Alex Foncannon
Supervisor at RSM US.
In this session, we will introduce the concept of Solution Management as it applies within the Microsoft Ecosystem. At the completion of this course, you will understand the difference between unmanaged and managed solutions and when and why to use each type. We will discuss solution objects and components and practice the creation, modification, import and export. And, we will discuss the concepts around Application Lifecycle Management – what it is and how Solutions fit into ALM as a Best Practice. Reference Materials are provided.
This course was designed by Heidi Neuhauser of Reenhanced and has been enhanced by Andrea Lange of RSM.

Self-Study: D365 FSCM IBI Training (Day 2)
2026-03-02 09:00 - 16:00 | MN

2026 Cohort: Configuration in D365CE with Matt Williams
2026-03-02 09:00 - 16:00 | MN
Configuration in D365CE
with Matt Williams
Power Platform Functional Developer & Cloud Applications Consultant at Beringer Technology Group
In this session, you will learn how to perform basic configurations in D365CE. This includes understanding the types of Columns, Forms and Views available to use and how they change the user experience. During Lab Time, you will practice creating Forms, Views and Columns in your practice environment. When you complete this course, you will understand and have experience in basic D365CE Configuration.
This course was originally designed by Matt Whitby of Stoneridge Software and has been enhanced by Andrea Lange of RSM US LLP.

Self-Study: D365 FSCM IBI Training (Day 3)
2026-03-03 09:00 - 16:00 | MN

Self-Study: D365 FSCM IBI Training (Day 4)
2026-03-04 09:00 - 16:00 | MN

2026 Cohort: Model-Driven Apps, with Pratima Surapaneni
2026-03-04 09:00 - 16:00 | MN
Model-Driven Apps
with Pratima Surapaneni
Power Platform Architect at Capgemini.
In this session, you will learn why and when to leverage Model-Driven Apps with your D365CE System. We will discuss the Pros and Cons of Model-Driven Apps, the Licensing impact on your Platform and the various Use Cases in which they are appropriate. You will learn the Components and Features available for configuration within the Model-Driven App and all basic and intermediate customization capabilities. Finally, through a Hands-on Lab, you will Build a Model-Driven App yourself.
This course was designed by Jesse Bucholz of Stoneridge Software and enhanced with current features by Shane Bradley of RSM US LLP.

Self-Study: D365 FSCM IBI Training (Day 5)
2026-03-05 09:00 - 16:00 | MN

2026 Cohort: Business Rules, BPFs, Workflows, Dataverse Low Code Plugins, with Tad Thompson
2026-03-06 09:00 - 16:00 | MN
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 | MN
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 | MN
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 | MN
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 | MN
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 | MN
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 | MN

2026 Cohort: Sales, Marketing and Customer Service Co-Pilot
2026-03-24 09:00 - 16:00 | MN
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 | MN
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 | MN

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

Chief People and Experience Officer (CPXO) at CongruentX

2026 Cohort: Intro to Customer Service
2026-04-01 09:00 - 16:00 | MN
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 | MN
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 OmniChannel
2026-04-06 09:00 - 16:00 | MN
Introduction to OmniChannel
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.

2025 Cohort Graduation
2026-04-07 11:00 - 13:00 | Sabathani Community Center, 310 E. 38th Street, Minneapolis, MN, 55409, United States
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2026 Cohort: Intro to Project Operations, with Sissy Bottcher
2026-04-08 09:00 - 16:00 | MN
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
