Discover Why This Event Matters to You
Content Based on Real Delivery Experience
Sessions reflect lessons learned from live Dynamics 365 projects, what teams should plan for, what to avoid, and where to focus effort for long-term stability.
Dedicated F&SCM Focus
Finance and Supply Chain topics are covered in depth, addressing daily operational realities rather than generic feature overviews.
Practical Use Cases Over Product Pitches
Expect discussions rooted in execution: process alignment, reporting accuracy, adoption challenges, and system performance.
Peer-Level Conversations
Connect with finance leaders, supply chain managers, architects, and consultants working through similar challenges.
Microsoft-Aligned Perspectives
Gain clarity on platform direction, best practices, and how organizations are aligning with Microsoft’s roadmap.
Featured Session – F&SCM Copilot Agent
Breakout Session | FSCM Track | Thu 11:45 AM – 12:30 PM
This session will be led by JT Gorrell, a seasoned Project Manager at DynaTech Systems – an AI-first Microsoft solutions company helping organizations run Copilot and AI agents inside live Dynamics 365 Finance & Supply Chain environments.
Finance teams often spend excessive time navigating modules, forms, and reports to answer routine financial questions. This session shows how an F&SCM Copilot Agent, built on Microsoft Dynamics 365 and Microsoft Copilot, removes that friction by enabling natural-language access to critical financial data without complex navigation.
JT Gorrell
Project Manager
What This Session Covers
- Reducing manual navigation across F&SCM modules for common finance queries
- Natural-language access to role-relevant financial insights
- Faster decision-making with reduced dependency on power users
- Real F&SCM scenarios from live Dynamics 365 environments
Designed for finance leaders, architects, and practitioners, this session focuses on how Copilot agents work in production F&SCM systems not theory or demos.
DynaTech Expertise Across Dynamics 365 Finance & Supply Chain
Dynamics 365 F&SCM Implementations
Dynamics 365 F&SCM Implementations
Support across end-to-end implementations, covering core finance and supply chain processes, data readiness, security setup, and role alignment to ensure stable day-one operations.
Process Optimization & Operational Stabilization
Process Optimization & Operational Stabilization
Assessment and refinement of existing FSCM environments to address process gaps, performance issues, reporting inconsistencies, and adoption challenges in live systems.
Testing & Quality Assurance
Testing & Quality Assurance
Structured support for functional testing, integration testing, regression testing, and UAT – helping organizations manage changes, updates, and enhancements with reduced operational risk.
Security, Roles & Governance
Security, Roles & Governance
Design and optimization of security roles, segregation of duties, and governance frameworks to improve control, compliance, and audit readiness across FSCM environments.
Upgrade & Release Management Support
Upgrade & Release Management Support
Assistance with Dynamics 365 updates, version changes, and feature releases – ensuring business processes remain stable during Microsoft release cycles.
License & Usage Governance
License & Usage Governance
Analysis of FSCM role usage and access patterns to help organizations maintain licensing compliance and align access with actual business responsibilities.
Ongoing Advisory & Support
Ongoing Advisory & Support
Continuous support for finance and supply chain teams through system changes, business growth, and evolving operational requirements focused on long-term scalability and control.
DynaTech Expertise Across Dynamics 365 Finance & Supply Chain
Dynamics 365 F&SCM Implementations
Support across end-to-end implementations, covering core finance and supply chain processes, data readiness, security setup, and role alignment to ensure stable day-one operations.
Process Optimization & Operational Stabilization
Assessment and refinement of existing FSCM environments to address process gaps, performance issues, reporting inconsistencies, and adoption challenges in live systems.
Testing & Quality Assurance
Structured support for functional testing, integration testing, regression testing, and UAT – helping organizations manage changes, updates, and enhancements with reduced operational risk.
Security, Roles & Governance
Design and optimization of security roles, segregation of duties, and governance frameworks to improve control, compliance, and audit readiness across FSCM environments.
Upgrade & Release Management Support
Assistance with Dynamics 365 updates, version changes, and feature releases – ensuring business processes remain stable during Microsoft release cycles.
License & Usage Governance
Analysis of FSCM role usage and access patterns to help organizations maintain licensing compliance and align access with actual business responsibilities.
Ongoing Advisory & Support
Continuous support for finance and supply chain teams through system changes, business growth, and evolving operational requirements focused on long-term scalability and control.
Dynamics 365 F&SCM Implementations
Support across end-to-end implementations, covering core finance and supply chain processes, data readiness, security setup, and role alignment to ensure stable day-one operations.
Process Optimization & Operational Stabilization
Assessment and refinement of existing FSCM environments to address process gaps, performance issues, reporting inconsistencies, and adoption challenges in live systems.
Testing & Quality Assurance
Structured support for functional testing, integration testing, regression testing, and UAT – helping organizations manage changes, updates, and enhancements with reduced operational risk.
Security, Roles & Governance
Design and optimization of security roles, segregation of duties, and governance frameworks to improve control, compliance, and audit readiness across FSCM environments.
Upgrade & Release Management Support
Assistance with Dynamics 365 updates, version changes, and feature releases – ensuring business processes remain stable during Microsoft release cycles.
License & Usage Governance
Analysis of FSCM role usage and access patterns to help organizations maintain licensing compliance and align access with actual business responsibilities.
Ongoing Advisory & Support
Continuous support for finance and supply chain teams through system changes, business growth, and evolving operational requirements focused on long-term scalability and control.
Who Should Attend
This Roadshow is relevant for professionals directly involved in Dynamics 365 FSCM, including:
- Finance leaders and controllers
- Supply chain and operations managers
- Dynamics 365 FSCM administrators and architects
- Implementation partners and consultants
- IT leaders supporting enterprise ERP platforms
What You’ll Learn – Key Topics
Sessions at the Houston Roadshow will focus on outcomes such as:
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Reducing manual navigation across Dynamics 365 Finance & Supply Chain modules
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Retrieving critical financial insights using natural language with Copilot
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Enabling faster, more confident decision-making for finance teams
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Applying Copilot agents within existing FSCM processes and controls
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Practical lessons from real-world Dynamics 365 F&SCM environments
Event Details – At a Glance
Event: Dynamics Communities Roadshow – Houston 2026
Format: In-person, track-based sessions
Location: Houston, Texas
Registration: Required (limited seats available)
Expand Your Vision. Join Us in Houston
The Dynamics Communities Roadshow – Houston 2026 is built for teams who want to make better decisions across Dynamics 365 Finance & Supply Chain – based on experience, not assumptions.
Join DynaTech Systems and the broader Dynamics community for a day focused on clarity, execution, and practical learning.
We look forward to seeing you in Houston.
