MEMBERSHIP DIRECTOR ON PROTECH
See who is engaged and who is drifting
The view Members by engagement score and Recent Sessionboard activity, in the Sessionboard app.
Works with Dynamics 365, Microsoft Teams and Microsoft 365 Copilot
- Microsoft Dynamics 365
- Dataverse
Microsoft Teams
Microsoft 365 Copilot- Protech
Sessionboard engagement in Microsoft Dynamics 365, Teams and Copilot
Sessionboard runs your speakers, Review, awards, learning and events. A managed solution shows what each person has done there on the Dynamics 365 Contact your staff already open, with a Sessionboard app and dashboard, and writes it into Dataverse, including for Protech AMS. Ask about it with the Sessionboard agent in Microsoft 365 Copilot and in Teams.
- Dynamics 365: The engagement card on a Sessionboard Contact form
- Model-driven app: A Sessionboard app with a dashboard, views and charts
- Dataverse: Write-back into Sessionboard's own tables, including for Protech AMS
- Microsoft 365 Copilot and Teams: The Sessionboard agent, and asking in Teams
QUICK ANSWER
Sessionboard works with Microsoft Dynamics 365 through a managed solution: a Sessionboard Contact form with the engagement card, a Sessionboard app with a dashboard, views and charts, and opt-in write-back into Sessionboard's own Dataverse tables, including for Protech AMS. The Sessionboard agent in Microsoft 365 Copilot gets engagement and finds speakers.
WORKS WITH
- Dynamics 365
- Protech
- Microsoft Teams
WHAT YOUR TEAM GETS DONE
Every team, the same Contact
Each job is what someone on your staff is trying to get done, and what changes when Sessionboard is in Dynamics 365.
EVERY STAFF MEMBER IN DYNAMICS 365
The full picture on the Contact form
The engagement card on a Sessionboard Contact form, with the Engagement score and How this is scored.
PROGRAM OR MEETING DIRECTOR
Start from the people suggested to speak
The Suggested speakers view and Open suggestions, with charts by kind and by status.
ANYONE IN TEAMS
Ask about a member's engagement in Teams
The Sessionboard agent in Microsoft 365 Copilot gets a person's engagement, finds speakers and works suggestions.
WEBINAR TEAM
Run webinars in Microsoft Teams
Sessionboard publishes webinars to Microsoft Teams and brings attendance and the recording back. Sessionboard + Microsoft Teams Webinars
HOW THE DATA MOVES
What we read, what we write, and where you see it
Read-only on your members. Write-back goes only into Sessionboard's own tables in Dataverse.
FROM DATAVERSE · READ-ONLY
- Protech AMS members on Dataverse
SESSIONBOARD
Engagement, activity and suggestions for each person.
INTO DATAVERSE · SESSIONBOARD'S OWN TABLES
It never edits your own tables.
- Sessionboard Engagement
- Sessionboard Activity
- Sessionboard Suggestion
- Shown on the engagement card and in the Sessionboard app
RULES
- Opt-in, per object
- A preview first
- Only changes are sent
- Every record is logged
WITH YOUR AI
Sessionboard in Microsoft 365 Copilot and Teams
The Sessionboard agent works over Sessionboard engagement.
MICROSOFT 365 COPILOT
Find speakers who have never spoken
Example prompt: “Find three people to speak on cardiac imaging who haven't spoken before.”
The Copilot agent finds speakers from your own history, with the evidence.
MICROSOFT 365 COPILOT
Know a member's engagement
Example prompt: “How engaged is this member?”
Get engagement for a person, see and decide suggestions, and draft an invitation to speak.
MICROSOFT TEAMS
Ask in Teams
Example prompt: “What has this member done with us this year?”
Ask about a member's engagement from Teams.
CLAUDE AND CHATGPT
Ask Sessionboard from the assistant you already use
Example prompt: “Show me all speakers who haven't completed their tasks”
The Sessionboard connector answers with your own permissions; publishing, opening calls, inviting reviewers and announcing winners wait for a person to approve.
DYNAMICS 365 CONTACT
The engagement card on a Sessionboard Contact form
The Sessionboard solution for Dataverse is managed. It adds three tables, Sessionboard Engagement, Activity and Suggestion, and a Sessionboard Contact form with the engagement card: the Engagement score with How this is scored, and what the person has done.
THE SESSIONBOARD APP
A dashboard, views and charts for your team
The Sessionboard model-driven app in Dynamics 365 has a dashboard and four views: Members by engagement score, Recent Sessionboard activity, Open suggestions and Suggested speakers. Charts show Suggestions by kind and by status, Activity by kind and Engagement score by member.
MICROSOFT TEAMS AND COPILOT
Ask in Teams and Microsoft 365 Copilot
The Sessionboard app for Microsoft Teams has a verified publisher. The Sessionboard agent in Microsoft 365 Copilot gets a person's engagement, finds speakers, shows suggestions for you to decide and drafts an invitation to speak.
Webinars in Microsoft Teams: Sessionboard + Microsoft Teams Webinars →
ENGAGEMENT SCORE
How this is scored
The Engagement score runs from 0 to 100. This is exactly what it counts.
Each talk counts 10, each event attended 5, each review, course completed or award entry 4, each webinar attended 3 and each CE hour 1, plus 10 for activity in the last 90 days (5 within a year). The curve flattens out as it nears 100. It counts taking part, not money.
SEE IT IN DYNAMICS 365
Bring Sessionboard engagement into Dynamics 365.
Tell us whether you run Protech or your own Dynamics 365, and we will show it on Contacts like yours.
Sessionboard + Microsoft Dynamics 365, Teams and Copilot, answered
Does Sessionboard integrate with Microsoft Dynamics 365?
Yes. A managed Sessionboard solution adds three Dataverse tables (Sessionboard Engagement, Activity and Suggestion), a Sessionboard Contact form with the engagement card, and a Sessionboard app with a dashboard, views and charts. Write-back into those tables is opt-in and previewed first.
Does it work with Protech AMS?
Yes. Sessionboard writes engagement into Dataverse, where Protech AMS on Dynamics keeps its data. It is opt-in, previewed first, and writes only Sessionboard's own tables.
What does Sessionboard write into Dataverse?
Only Sessionboard's own tables: Sessionboard Engagement, Activity and Suggestion. It is opt-in per object, previewed first, sends only changes and logs every record. It never edits your own tables.
Does it work with Microsoft 365 Copilot?
Yes. The Sessionboard agent in Microsoft 365 Copilot gets a person's engagement, finds speakers from your own history with the evidence, shows suggestions for you to accept or dismiss, and drafts an invitation to speak in Sessionboard.
Does it work with Microsoft Teams?
Yes. You can ask about a member's engagement in Teams, and the Sessionboard app for Microsoft Teams has a verified publisher. For webinars, Sessionboard publishes to Microsoft Teams and brings attendance and the recording back; the Microsoft Teams Webinars guide has the details.
What does the Engagement score count?
Each talk counts 10, each event attended 5, each review, course completed or award entry 4, each webinar attended 3 and each CE hour 1, plus 10 for activity in the last 90 days (5 within a year). The curve flattens out as it nears 100. It counts taking part, not money.
Updated
Microsoft, Dynamics 365, Dataverse, Microsoft Teams and Microsoft 365 Copilot are trademarks of the Microsoft group of companies. Claude is a trademark of Anthropic. ChatGPT is a trademark of OpenAI. Protech and other names are trademarks of their respective owners.