Dian Taylor

Dian Taylor

Dian Taylor is a Microsoft Business Applications MVP. She specializes in customer relationship management (CRM) technology and process at RSM in West Palm Beach, Florida. In this role as a CRM Presales Consultant, she designs custom CRM demonstrations for RSM prospects. Her prior experience in solution designing, implementing, configuring and customizing several complex scenarios in various industry sectors has helped her build relevant customer demos. She has the unique ability to clarify CRM strategies and objectives: modeling and optimizing business processes, defining user requirements, designing fit for purpose and cost effective CRM solutions.


Guest Appearances


  • Hour 1 - Surf's Up! Catching the Dynamics 365 Wave 1, 2024 Tsunami
    Surf's Up! Catching the Dynamics 365 Wave 1, 2024 Tsunami
    60 Minutes 

    Power Platform 24 Conference March 2024

    Brace yourselves for a fun-filled adventure into the world of Microsoft Dynamics 365 Wave 1 2024! I'm not just talking updates; I'm talking a whirlwind of features and updates that'll make your data dance and your metrics sing. Imagine advanced functionality as smooth as a comedian's punchline. Tailored for tech enthusiasts, savvy business analysts, and Maker maestros, this session is your ticket to becoming a Dynamics 365 CE superstar. So, grab your geeky glasses and join us on this jolly journey through the latest and greatest for D365 Sales and Customer Service!

  • Hour 3 - Unlocking Hidden Gems: Discover Underutilized Dynamics 365 CE Features!
    Unlocking Hidden Gems: Discover Underutilized Dynamics 365 CE Features!
    60 Minutes 

    Power Platform 24 Conference March 2024

    Don't miss out on the full potential of Dynamics 365 CE! In this session, I will uncover underutilized features and capabilities that you may not be aware of. I will explore how these hidden gems can improve efficiency, streamline processes and enhance your overall experience with Dynamics 365. This is an opportunity to learn about new ways to use the software and take your organization to the next level. Join me to discover how to unlock the full potential of Dynamics 365 CE!

  • What's new in D365 Field Service 2021 Release Wave 1
    Video
    60 Minutes 

    Power Platform 24 Conference 2021

    Discussing the new features in D365 Field Service in 2021 Release Wave 1