Four can't-miss sessions at 2026 Community Summit NA

With Community Summit North America right around the corner, there will be no shortage of networking, information, and solutions about your Microsoft products and systems going around. Hosted in Nashville, Tennessee, at the Gaylord Opryland Resort, we can’t wait to bring you a few of our own educational speaker sessions. With topics spanning AI, fixed-price projects, making the most of your tech investment, and Business Central reports that actually work, we are bringing plenty to look forward to at this year’s conference. So, let’s dive in and start breaking them down!

A practical guide to using CRM Copilot

There’s been a lot of chatter around artificial intelligence, and the noise can make it difficult to identify AI’s true capabilities. Even more so when you’re trying to separate fact from fiction in terms of the business systems you use every day, like Dynamics 365 CRM.

Many wonder how a tool like Microsoft Copilot can fit into your daily processes. Well, during this Summit session, we’re going to give you an honest perspective on which CRM Copilot features really work and which may need more time to develop.

Practice Director Justin O’Connor will walk through specific, measurable use cases where Copilot can make a difference in CRM. By the time you leave this session, you’ll know exactly which features can make an immediate impact on your systems and day-to-day work, plus how to implement them yourself.

Major session takeaways:

1. Better understand the difference between the CRM Copilot tools that work and the ones that don’t... yet.
2. Learn security and data governance non-negotiables before incorporating Copilot into your CRM workflow.
3. Gain perspective into real-world use cases for Copilot in CRM, and how to determine which built-in features will provide the most impact.

When and where:

Monday, October 12^th, from 9:45-10:45 AM CT in the Magnolia Mezzanine 10, Level M.

Dynamic Query Builder: A truly custom Business Central reporting suite

Do your Business Central reports take forever to generate, or just fail altogether? Are your “custom” reports just spreadsheets re-built by hand each month? Are you paying a developer to get data that you should be able to get yourself?

Co-presented by Levterra Systems and Syvantis Technologies, the Dynamic Query Builder solution is built directly inside Business Central: no APIs, no Excel exports, and no development cycle or upkeep.

• Run reports faster from within Business Central UI
• Access every table, whether standard, custom, or add-on extension
• Eliminate the need to switch to another system to see your data
• Create your own APIs without needing a developer

Syvantis has deployed the Dynamic Query Builder for several of its clients, and they are reporting exciting results:

• Standard reports: Ran for 11 minutes and then crashed, now returns the same dataset within seconds in Query Builder.
• Finance team: Found unrecognized revenue sitting in months they believed were fully closed – something they would never have caught with standard tools.
• Operations team: Instantly located a single item among thousands in a bin, saving 10 minutes of clicking through five layers of tables to find it each time.

Dynamic Query builder didn’t just solve the problem they were looking to fix; it solved problems they didn’t even know they had.

You deserve reports that just work (and work quickly). Join Levterra and Syvantis to see how the Dynamic Query builder can change the way you report in Business Central.

After this session, you’ll be able to:

1. Evaluate in-platform reporting against export-based approaches (Scheduled refreshes, spreadsheet rebuilds, custom development) on the criteria that matter: speed, live data, and total cost.
2. Identify the reports and operational views in your own environment that could be built once and reused, instead of being rebuilt or requested every cycle.
3. Understand the three ways to get value from Query Builder — running ready-made reports, developing prepackaged intelligence, or building your own queries — and match each to the right users on your team.

Where and when:

Monday, October 12, 11:00–12:00 PM CT, Delta Mezzanine 2, Level M.

How to get fixed-price projects and posting groups working the way they should in Business Central

Next, mastering the projects module in Business Central can be one of the most frustrating parts of the system. Between the quirky WIP, the awkward nomenclature, and—let’s be honest—the Posting Groups, it can all be a bit of a mess. When a project gets set up incorrectly or “glitches” happen, you need to know how to fix it. Luckily for you, you don’t need to take this on by yourself.

Syvantis CEO Janelle Riley and Solutions Consulting Manager James Wells, along with being two experienced certified public accountants (CPAs), have helped numerous companies optimize their Business Central projects. Together, they will bring their years of expertise to guide this educational session on getting your projects and posting groups working as they should, all in service of accurate revenue recognition.

Major session takeaways:

1. Find out when you should use Project WIP and when you should not.
2. Learn how to set up Posting Groups for projects correctly.
3. Get tips on how to reconcile WIP and make the month-end less stressful.

When and where:

Tuesday, October 13^th, 3:30–4:30 pm CT in the Delta Mezzanine 8, Level M.

An active Partner conversation guide

You didn’t invest time and money in your Microsoft tech stack just to say you did it. You're looking to get real value from your technology, and your business processes are where that value begins to be realized. For it to reach its full potential, you and your Microsoft Partner need to be on the same page and work as a unified team. That means everyone showing up, fully invested, all the time.

As with any relationship, trust, respect, and transparency are non-negotiable, and it should be no different in your business partner relationships.

Asking the right questions can be a great place to start when building a stronger team dynamic with your Partner. Syvantis CEO Janelle Riley and Vice President of Corporate Communications Todd Froemming will discuss 10 conversation starters to bring to your system Partner to help you get the most from not just your Microsoft stack but also your partnership.

After this session, you’ll be able to:

1. Go home with a checklist of questions to ask your Partner to make sure you’re getting the best return on investment out of your Microsoft projects and products.
2. Understand the difference between a transactional vendor relationship and an active partnership.
3. Hear the most frequent questions that we get as a Certified Microsoft Partner and how we help our clients tackle their biggest questions.

When and where:

Tuesday, October 13^th, 5:30–5:40 PM CT, Booth 957 – Legends Stage.

Conclusion

We’re bringing our A-game to this year’s Community Summit NA conference (we always do), with tons of education, guidance, support, and solutions. And the fun doesn’t stop there—we’ve provided several ways to make the most of your trip to Summit, such as stopping by Booth #457 to connect with our team of expert consultants and learn how we can support your business and system needs.

With plenty to plan, be sure to use the schedule builder tool and add Syvantis sessions to your agenda!

We can’t wait to see you all in Nashville this year!