North America Summit 2026 Overview

Community Summit North America 2026, held on October 11-15, brought together MVPs, technology experts, industry partners, exhibitors and end users at Gaylord Opryland in Nashville, Tennessee, the USA, for a week of learning, innovation, and networking. The event featured insightful sessions, expert presentations, partner showcases, and discussions on Microsoft Dynamics 365 Customer Engagement and Business Central, Power Platform, Fabric, Copilot Studio, and AI.

In this recap, we look back at the summit’s highlights, key takeaways, memorable moments, and exploring the latest trends shaping the future of the Microsoft ecosystem.

The summit took place at the Gaylord Opryland Resort & Convention Center, a very large venue with dozens of session rooms, two expo halls, and endless zones for talking, networking, entertaining, lunch, and relaxation.

Nashville itself, widely associated with its music heritage and lively cultural scene, added another dimension to the conference experience. Alongside the professional program, our event team and other attendees could explore the city and connect with fellow community members in a relaxed atmosphere.

Networking and community activities, such as pickleball, golf, shooting, playing the guitar, further encouraged collaboration and professional connections.

Our event team, with Tamara Kogler, Eugene Gress, and Andrei Vahrameev, presented our company at the summit. They met some familiar company representatives and many new ones.

Our representatives engaged with the attendees in discussions about Dynamics 365 CRM, Power Platform, AI capabilities, business applications, custom solutions, and other emerging technologies. They also exchanged insights on current and upcoming projects, explored industry challenges, and discussed the latest market trends and developments.

This year's agenda was brilliant, with more than 600 sessions and 500 speakers.

The event featured a diverse range of practical and knowledge-packed sessions. Our team attended a few of them and created a list of selections:

Microsoft Business Applications, Customer Engagement

• “The Opening Keynote”
• 5 steps for driving sustainable Dynamics 365 CE/CRM user adoption
• Modern security strategies for CRM: making Dataverse work as your organization evolves
• Document management across Microsoft Dynamics 365 – from CRM to Business Central
• From talk to tables: closing the CRM data gap with AI Builder and Power Automate
• Better together: Outlook and D365 CE

AI and Copilot

• Microsoft Copilot Cowork Overview (read more in our article Microsoft Copilot Cowork: Installation, Configuration, and Skills Guide)

• A practical guide to using CRM Copilot
• How to make Dynamics 365 CE data ready for Copilot and agents
• AI in Dynamics 365 CRM: what’s actually worth implementing and what’s just hype
• Bridging ERP and CRM: AI and automation patterns across Dynamics 365 F&O and CE

Dynamics 365 Customer Service and Contact Center

• Customer Service AI portfolio and roadmap

• Microsoft presents. Autonomous Customer Service: Case Management Agent, Shadow Mode, Email Resolution, and Knowledge Grounding (read about some AI agents in our article Customer Service Empowered with AI Agents)

• Email to Case on autopilot: building an AI-powered intake pipeline with Power Automate, AI Builder, and D365 Customer Service
• 50 tips in 50 minutes mastering Dynamics 365 Customer Service
• Inside D365 Contact Center: what you need to know
• Beyond out-of-the-box: extending Dynamics 365 Contact Center analytics with Custom Models and Power BI
• AI-powered Contact Center for Healthcare
• Scaling Customer Service Portals: why we moved off Power Pages

Dynamics 365 Field Service

• Why most D365 Field Service implementations fail (and how to fix them without starting over)
• Project-driven Field Service: using work orders to execute project delivery in Dynamics 365
• CE meets ERP – modern Dynamics 365 Field Service integration with D365 Finance and Supply Chain
• Implementing Field Service with Dynamics CE and/or Business Central
• Copilot in the Field: AI-powered Service with Dynamics 365 Field Service
• End-to-end customer sign-off in Dynamics 365 Field Service

Dynamics 365 Sales

• Microsoft presents. Sales Agents that actually change pipeline: Qualification, Opportunity Research, Close Guidance, and ROI (read more in our article AI Agents and Copilot in Dynamics 365 Sales 2026)

• Designing CRM for complex sales cycles
• Stop losing deals in the hand-off: building a connected Sales-to-Service motion in D365 Customer Engagement
• How Sales and Payable Agents change the way you work in Business Central
• Selling smarter with D365 Sales: from Copilot to Close. A practical guide

Dynamics 365 Customer Insights

• Lessons learned: real-world D365 Customer Insights implementation pitfalls
• Connect Customer Insights and Sales for faster lead follow-up
• Your website is your best salesperson: automating lead capture and routing into Dynamics 365

The opening ceremony was held on October 12. And the closing event took place at the Grand Ole Opry House on October 14.

The most popular UDS solutions at the US market:

• Tax Return Management & Filing

  Manage client records, federal and state tax returns, and extensions across multiple tax types. IRS and GoSystem integrations provide automated filing status updates, acknowledgments, and notifications. Optional features include deadline dashboards, preparation and workflow review, document collection, and alerts for rejected filings.

• Schedule K-1 Automation

  Prepare Schedule K-1 forms in bulk from Excel uploads, generate individual PDFs, and support IRS submission through integrated tax-filing APIs. Optional data validation, review and approval steps, and batch tracking help teams identify missing information and process large volumes of K-1 statements with less manual work.

• Resource Scheduling Solution as an extension or alternative module for Dynamics 365 Field Service or Project Operations. Plan staff schedules, assign work orders, and manage resource availability for electricians, mechanics, contractors, and other service professionals. The solution can include assignments based on skills and availability, mobile job updates, recurring maintenance, time tracking, and customer notifications to keep office teams and field workers coordinated.

• Grant Management Solution. Manage the full grant lifecycle from applications to review, approval, awards, and reporting. Monitor funding requests with advanced relationship management, multi-level workflows, custom security roles, and smart multi-stage approvals. Control and oversee the financial aspects of the grants, from budget periods, programs, and funding sources to financial reporting. Optional features include portal development, integrations with financial and accounting systems, and other third-parties.

The most in-demand UDS Systems services:

• General Dynamics 365 consulting with experienced Functional and Technical Consultants, Solution Architects, and AI Experts. We also provide special training for customers and share effective user adoption strategies and consultations on smart Microsoft licensing.

• Dynamics 365 Field Service implementation with proven setup and customization.

• AI consulting and implementation services with Microsoft AI, Copilot, Copilot Studio, Azure AI Services, OpenAI, etc.

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