BCUG Houston Chapter Meeting

Business Central User Group Chapter Meetings are back! Join the inaugural meeting on Tuesday, June 24, 2025 at the Houston Microsoft office.

About this Event

Do you remember the good ol' days before COVID when we had regular Business Central / NAV User Group Chapter Meetings? Lots of BC learning, plenty of networking, opportunities to hear about the latest ISV solutions, and of course, free lunch. Guess what? It's coming back!

BCUG (Business Central User Group by Dynamics Communities) is delighted to announce that we're hosting our first in-person Chapter Meeting for the Greater Houston Area community on June 24, 2025 from 10AM to 2PM. There will be great content from local Microsoft MVPs, and lunch sponsored by Ceretax.

We're hosting the meeting at the Microsoft Technology Center on the 10th Floor at 750 Town and Country Blvd, Houston, TX 77024 (just south of CityCentre).

The Chapter Meeting is free to attend but registration is required so we can have a proper headcount for lunch and room size at the venue.

Note: You can park in the garage attached to the building. Please bring your parking ticket with you for validation at check-in.

Agenda


🕑: 10:00 AM - 10:10 AM
Check-In, Networking

🕑: 10:10 AM - 10:30 AM
Introductions & Welcome Session
Host: Jessie Sanger-Picard, Forum Energy Technologies

🕑: 10:30 AM - 10:40 AM
Next Gen Sales Tax Automation: Driving Precision, Efficiency & Growth
Host: Nick Mirgeaux, Ceretax Inc.

Info: Sponsor Presentation: Houston BCUG members, come hear Nick share an overview of CereTax value proposition and where they fit within your BC environment. He will also have a couple of Use Cases and customer stories that are sure to be entertaining.

🕑: 10:40 AM - 11:00 AM
Networking Coffee Break

🕑: 11:00 AM - 11:40 AM
Sales Order Agents: The Copilot for BC that will revolutionize order taking!
Host: AJ Ansari, DSWi - Microsoft MVP

Info: Business Central is loaded with Copilots to make your life easier. From bank reconciliation to late payment prediction, from Copilot for Finance to in-app chat, and even a toolkit to build your own copilots. At Directions North America this spring, Microsoft unveiled the Sales Order Agent for Business Central. This experience put autonomous AI agents to work, cutting down time and improving accuracy of order taking, raise customer satisfaction levels, and wow you every step of the way. Best of all, you will still have oversight and control to ensure nothing happens without human approval. If you haven't experienced it yet, this is the session you don't want to miss. Here's where this session gets even better. You'll also get a quick walkthrough of how you too can make your own AI agents to get things done faster!

🕑: 11:40 AM - 12:30 PM
Lunch

🕑: 12:30 PM - 01:15 PM
Relationship Management - Business Central’s Hidden Gem
Host: Robb Delprado, L&L Consulting - Microsoft MVP

Info: This session will explore the fully integrated CRM functionality within Business Central.

• Learn how Business Central utilizes Contacts to distinguish Customers from Prospects.

• Learn how Business Central’s segmentation for Contacts can assist in pinpoint marketing.

• Learn about tracking all communications with your Customers and Prospect.

• Learn how Campaigns, Segments, and Opportunities can assist with monitoring your sales pipeline.

🕑: 01:15 PM - 01:25 PM
Coffee Break

🕑: 01:25 PM - 01:55 PM
Roundtable Discussions

🕑: 01:55 PM - 02:00 PM
Closing

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