About
Dian Taylor is a 6X Microsoft Business Applications MVP and Director at RSM US LLP who…
Courses by Dian
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Learning Microsoft Dynamics for Customer Service1h 33m
Learning Microsoft Dynamics for Customer Service
By: Dian Taylor
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Microsoft Dynamics 365 Sales Essential Training1h 33m
Microsoft Dynamics 365 Sales Essential Training
By: Dian Taylor
Articles by Dian
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Microsoft Dynamics CRM StartSmart Solutions
Microsoft Dynamics CRM StartSmart Solutions
What is CRM Customer relationship management software—often called CRM, CRM system, or CRM software helps companies…
Activity
12K followers
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Dian Taylor shared thisJust wrapped up another incredible experience at #Microsoft’s #MVPSummit in Seattle! So much learning, so many inspiring conversations… and unfortunately, so many amazing things that are coming which I can’t talk about (yet 😉)! My NDA is working overtime but let’s just say the future ahead is very exciting!! Another absolute highlight was reconnecting with MVP friends from around the world like Lisa Crosbie, Joseph G., Matt Collins-Jones, Neil Benson, Alicia King, Hamish Sheild, Rich Burdes, Peter Ramer, Lindsay Shelton, Peter Ruiter, Rami Mounla, Tricia Sinclair, Nick Doelman 💪, Julie Yack, MBA, Andrew Bibby, Sebastian Sieber Linn Zaw Win Dani Kahil Sean Astrakhan Vivian Voss Yannick Reekmans Jonas Rapp Carina M. Claesson Jeevarajan Kumar, Ed Gonzales Sarah Jelinek George Doubinski Gustaf Westerlund and soooo many others plus finally meeting so many amazing people in person for the first time like Griffin Lickfeldt, Sharon Smith, Agnieszka Mietz-Blijleven, PhD in Artificial Intelligence, Melissa Hale etc. There’s nothing quite like being surrounded by a community that’s so passionate about sharing, learning, and pushing boundaries together. A HUGE thank you to the product teams at Microsoft for being so open, engaging, and patient with all our questions (and let’s be honest… we had a LOT of them 😄). Sorry Alan Ross, for hogging the microphone😁! Thank you Marcus Schmidt, Kos Srivastava, Vandana Sharma Dewain Robinson and everyone else for all you do! And of course, a very big thank you to RSM for the opportunity and continued support—it truly means a lot to be able to attend events like this and keep growing. #MVPSummit #Microsoft #Community #Learning #Gratitude #Dynamics365 #CustomerService #AI #ContactCenter #CopilotStudio #MVPbuzz
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Dian Taylor shared thisHaving a great time at the Canadian Power Platform Summit in Vancouver today. Bailey and Michael from mscrm-addons.com showing a great demo of their tools! #powerplatform #community #DocumentsCorePack #powerapps
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Dian Taylor shared this🚨 It’s that time again… RELEASE WAVE SEASON IS HERE!!! 🚨 Microsoft just dropped the 2026 Wave 1 release notes a few hours ago and there’s a LOT to be excited about!! 👀 From smarter AI-driven experiences to enhancements that actually make agents’ lives easier (yes, really), this wave continues the shift toward a more intelligent, efficient service experience. In today's video I review all the enhancements for #D365CustomerService. Whether you're an admin, consultant, or just love staying ahead of the curve, this is one you don’t want to miss. 💬 Curious what the biggest game changers are? Take a look! 📺 https://lnkd.in/eKWtv7Fn ✍https://lnkd.in/egN4uUnm #Dynamics365 #CustomerService #ReleaseWave #D365 #AI2026 Release Wave 1: Dynamics 365 Customer Service2026 Release Wave 1: Dynamics 365 Customer Service
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Dian Taylor reposted thisDian Taylor reposted thisCheck out episode two of "Ask a Community Pro', as Dian Taylor tackles a #CopilotStudio challenge that many low code developers face - what happens when a user gets frustrated with your agent? Dian walks us through a brilliant solution using sentiment analysis to automatically detect negative messages and escalate the conversation to a live agent before frustration boils over. Using a custom topic, a prompt tool, and a simple condition, Dian also shows us how you can make your Copilot Studio agents smarter and more human. Click the link below to watch the episode on the #MicrosoftCommunity hub! https://lnkd.in/gZxxEhJ9 And to find out more about Dian, check out her website below: www.D365Goddess.com
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Dian Taylor reposted thisDian Taylor reposted thisCPPS26 main event and our Copilot workshop are officially sold out 🇨🇦 But there’s still a way in, and the clock is ticking. The remaining workshops are still open for registration until Tuesday, March 17 at midnight. And here’s the kicker: Register for one of those workshops, and you’ll get access to Saturday’s main event too. So if you’ve been sitting on it, this is the moment. Vancouver is going to be full. Don’t be the one watching everyone else post about it after the fact. https://lnkd.in/g8UtraGY #CPPS26 #CanadianPowerPlatformSummit #PowerPlatform #MicrosoftMVP #Copilot #Canada #Vancouver #LowCode #AI #Microsoft Éric Sauvé 🇨🇦 Nick Doelman 💪 Scott Durow🌈 Victor Dantas Chris Piasecki Matt LaCasse 🇨🇦 Pramila Nair
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Dian Taylor shared thisWhat she said!! On March 19 in Vancouver, we'll be hosting a hands-on workshop where we’ll go beyond theory and actually design, build, and deploy intelligent agents together. Whether you’re a business professional, developer, or AI enthusiast, you’ll walk away with real skills you can apply right away. ⚡ Seats are almost gone — only a few spots left! 📍 Vancouver 📅 March 19 If you’ve been curious about agentic AI and Copilot Studio, this is the perfect opportunity to get hands-on! 👉 Reserve your spot before it fills up! https://lnkd.in/eDjs4ZD5 #AI #CopilotStudio #MicrosoftCopilot #AgenticAI #ArtificialIntelligence #AutomationDian Taylor shared thisAs an Aussie girl, I am incredibly proud to don the red and black shirt to help the community deep dive into Copilot Studio with my friend and fellow MVP Dian Taylor at the Canadian Power Platform Summit. Join us on March 20-21 in the beautiful city of Vancouver for practical hands on learning and a lot of fun. This is honestly the friendliest event on the Power Platform Community calendar, small enough that you can meet and chat to anyone you want, big enough that it draws expertise from around the world, along with some of the most enthusiastic learners I've ever met. The event is close to full capacity and our workshop only has a few spots left, so if you haven't registered yet, now is the time to do it: https://lnkd.in/gb669zeE #CPPS26 #CanadianPowerPlatformSummit #PowerPlatform #MicrosoftMVP #MVPCommunity #PowerApps #PowerAutomate #PowerPages #CopilotStudio #Dataverse #AI #AgenticAI #MakersToBuilders #Community #Vancouver #Canada
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Dian Taylor shared thisMy friend Sean Astrakhan is running his famous training "Solutions Architecture for AI & Power Platform". Trust me - it's one of the best trainings that exists. This isn't "theory" or "boring slides". It's live, hands-on, and you'll learn the strategies top architects use to solve complex real-world problems including how to: * Choose the right architecture the FIRST time * Achieve "Extremely Accurate" AI results * Build future-proof solutions You'll be hands in so many tools including Dataverse, Copilot Studio, Foundry, Azure DevOps and 10 more. Join the program 400+ people already have and that's trusted by employees at Microsoft, Accenture, Capgemini and more. Use my promo code "dian" to get $100 off. Here's the sign up link: https://lnkd.in/gp4PFiqC
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Dian Taylor reacted on this#SalesAgent in #M365Copilot is an #AI-Powered conversational interface that can reason over your #CRM's #SalesData in #D365Sales or #Salesforce! No more navigating dashboards and running reports! https://lnkd.in/erdHar3UConversational CRM: Sales Agent in M365 Copilot (preview)Conversational CRM: Sales Agent in M365 Copilot (preview)
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Dian Taylor reacted on this#SalesAgent in #M365Copilot is an #AI-Powered conversational interface that can reason over your #CRM's #SalesData in #D365Sales or #Salesforce! No more navigating dashboards and running reports! https://lnkd.in/erdHar3UConversational CRM: Sales Agent in M365 Copilot (preview)Conversational CRM: Sales Agent in M365 Copilot (preview)
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Dian Taylor reacted on thisDian Taylor reacted on thisConference season is back! 🌍 If you're in the #Dynamics365, #PowerPlatform or #BusinessCentral space(🆕), here's where I'll be this spring, along with our mscrm-addons.com team. March 20-21: Canadian Power Platform Summit | Vancouver, Canada 🍁 April 15-17: ColorCloud | Hamburg, Germany 🌈 April 27-29: Directions North America | Orlando, Florida 🎡 May 5-7: European BizzApps Summit | Cologne, Germany 🏰 May 25-27: DynamicsMinds | Portoroz, Slovenia 🕺 June 29 – July 2: EPPC | Copenhagen, Denmark 🇩🇰 We'll also be giving a first look at our ✨ new Business Central integration. So if you are attending any of these, let me know so we can connect! #MicrosoftDynamics #D365 #PowerApps
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Dian Taylor reacted on thisDian Taylor reacted on thisI’m excited to share that I’ve accepted an offer with RSM as a D365 Consulting Associate! I’ll be based in the Atlanta office, where I’m looking forward to working on an amazing team. I’m especially excited to continue growing at the intersection of business and technology while building a strong foundation in consulting. A special thank you to Aimee Gowin and Seth Derevensky for your guidance and support throughout this process. I truly appreciate it! I am excited to start this amazing new chapter in my life! #GrowForwardatRSM RSM US LLP
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Dian Taylor liked thisDian Taylor liked thisVisit me and the rest of the RSM Team at Field Service Next West 2026, booth #310! Discover AI-driven workflows, AR solutions and our service accelerator powered by Dynamics 365. See how we’re transforming field service for greater efficiency and growth. https://rsm.buzz/4m3dHg5
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Dian Taylor reacted on thisDian Taylor reacted on thisThank you Canadian Power Platform Summit for such a great event, I've been to many Dynamics & Power Platform events in the past but being so close the presenters, having such a great mix of storytelling and technical discussion really engaged me. My highlights (amongst many, I couldn't attend all the sessions): Keynote by Keegan Chambers on neurodiversity and the challenges and opportunities they represent was a refreshing start to any event, it really set the tone for the rest of the sessions. Malcolm McAuley fed us 7-habbits for AI Transformation, it applied to any digital transformation and would recommend catching one of his talks in the future, taking such a lofty subject and making it easy to follow and engaging is no small fete. I got to understand more on what the The Mentoring Hub was all about, the path that started it all so thanks to Sharon Smith for taking us on that journey and of course Peter Ruiter, Melissa Hale and Lindsay Shelton for there perspectives. Governance in Power Platform can be a fun topic, who'd have thought I'd say that :) but thanks to Lindsay Shelton perspective, storytelling and knowledge on the subject it was! Being deeply involved in Non-profits on Power platform I couldn't miss Melissa Hale session on guiding non-profit(s) through adopting Power Platform using direct experience. And of course the closing key note by April Dunnam who said what everyone was thinking on the bold comments many leaders are making on AI, what the actual reality is of AI change. And Nick Doelman 💪 for MC'ing the event, the volunteers that made it a reality and the clear support Microsoft have given the event over the last three years to make it such a success. There were also some great sponsors that I really enjoyed chatting with, us amongst them at Mission Impact Partners, mscrm-addons.com, Convverge, Inc, Endeavour Solutions Inc. -Dynamics 365 ERP, CRM & Cloud #cpps2026
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Dian Taylor liked thisDian Taylor liked thisWhen something gets cheaper to use, we don't use less of it. We use more. When cameras got cheap enough to put in phones, the value moved. Instagram, cloud storage, the creator economy. All built on top of what cheap creation made possible. The cost of building something useful is collapsing. That doesn't mean less gets built. It means more gets built, by more people, in more places, solving problems that were never worth the cost of a formal project. New markets form downstream from the cost collapse, not inside it. You're already seeing it. The analyst who automated their weekly report. The team lead who stopped manually routing approvals. Five-minute saves that don't show up on an AI adoption dashboard. They show up on the KPIs of the organization. Easy to miss. Hard to argue with once you start counting. Are you building in the space where value is moving or optimizing in the space it's leaving? Sharing an interactive piece I created where you can drag the levers and see how you can accelerate your organization. Watch the economics shift in real time. 🔗 https://lnkd.in/gM76x_98
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Dian Taylor reacted on thisDian Taylor reacted on thisFrom a week in Seattle, to many more in Paddington! Hello Microsoft 👋😺 I'm beyond excited to share that this week I'm joining Microsoft as a Program Manager (Solution Architect) in the CAT Advisory team, reporting to Henry Jammes. CAT has been a team I've collaborated with for a while, so it's great to have the opportunity to join the team and work with some of the most talented people I've come across in my career to date. An enormous thank you to Henry Jammes for this opportunity and to Adi Leibowitz, Rémi Dyon, Mahesh A., and Roel Schenk for supporting the process so far, and to the broader CAT Advisory team for great conversations over the past few weeks in Seattle and London. CAT (Copilot Acceleration Team - https://lnkd.in/eEyMiCmE) is part of the Copilot Studio engineering team at Microsoft, with a mission to accelerate the adoption and success of Microsoft 365 and Copilot Studio. I'm looking forward to getting started, continuing to learn, and continuing to support customers to achieve outcomes with Microsoft 365 Copilot and Copilot Studio. #MicrosoftFTE #CopilotAccelerationTeam #CAT
Experience & Education
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RSM US LLP
View Dian’s full experience
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Licenses & Certifications
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MB2-707 Microsoft Dynamics CRM Customization & Configuration for CRM 2015
Microsoft
IssuedCredential ID F417-8450 -
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MB2-703 Microsoft Dynamics CRM 2013 Customization & Configuration
Microsoft
IssuedCredential ID E759-8467 -
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MB2-866 Microsoft Dynamics CRM 2011 Customizations & Configuration
Microsoft
IssuedCredential ID D560-5597 -
Courses
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HR Management
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Projects
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Call Center Microsoft Dynamic 2011 implementation
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This is the replacement of Sugar CRM for call center. Redesigned and improved functionality of new Dynamic CRM 2011 based on Executive management objectives and fully integrated with new Nortridge Loan system, replacing an home grown processing application, to stream line processing from submission of an application to final funding and closing contracts.
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Microsoft Dynamics CRM 2013 Implementation
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We implemented Microsoft Dynamics CRM 2013 for Home Team Marketing. We moved all the data from excel documents and 2 seperate CRM systems into Dynamics CRM.
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Honors & Awards
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Business Application MVP award
Microsoft
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Business Applications MVP award
Microsoft
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Community All Star Award
D365 CE Community
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Business Application MVP award
Microsoft
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Business Applications MVP Award
Microsoft
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Business Applications MVP Award
Microsoft
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Business Applications MVP Award
Microsoft
Languages
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Dutch
Native or bilingual proficiency
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English
Native or bilingual proficiency
Recommendations received
75 people have recommended Dian
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