Pat Petersen
Microsoft 365 & Dynamics 365 Leader | Teams & Copilot Champion
📋 Biography
Pat Petersen is a technology leader, consultant, and Microsoft Certified Trainer with over a decade of experience helping organizations unlock the full value of Microsoft 365 and Dynamics 365. As Director of Managed IT, Cloud & Infrastructure at RSM, Pat has built and scaled practices around Teams Voice, Dynamics 365 Contact Center, and secure productivity adoption, delivering measurable business outcomes for financial services, public sector, and mid-market clients. A passionate community contributor, Pat shares insights through PatPetersen.com, his SipStreamline YouTube channel, and frequent presentations at user groups and conferences. His work blends governance, adoption, and AI innovation, helping organizations embrace Microsoft Copilot, Teams, and SharePoint Advanced Management while balancing compliance and collaboration. Pat is driven by teaching, mentoring, and enabling others—living the mantra that technology is most powerful when paired with people-centered enablement.
✨ High-Impact Contributions 3
During this Microsoft Teams Premium session that was designed to help elevate collaboration, security, and productivity across an organization. In the session, we explored how Teams Premium enhances the meeting experience with AI-powered tools like Intelligent Recap, enabling more efficient and actionable discussions. We also focused on how advanced security features, like encryption, watermarking, and sensitivity labels; all protect sensitive data and support compliance. Last, we demoed how to personalize the Teams experience with custom branding, backgrounds, and meeting templates.
At DynamicsCon, attendees explored how Dynamics 365 Contact Center and Copilot Agents are redefining customer service by blending human intelligence with AI. The session focused on how businesses can enhance customer interactions, streamline operations, and support long-term growth using this integrated approach. Participants learned how to build and deploy a Copilot Agent within the Dynamics 365 Contact Center and gained information into AI features that improve customer engagement and agent productivity. The session also covered how these tools integrate with Microsoft Teams and other Microsoft 365 services. Real-world examples and practical takeaways helped attendees understand how to unlock the full potential of these technologies in their organizations.
At Comms vNext 2025, I led two sessions that showcased the future of workplace collaboration and customer service through the lens of Microsoft 365 technologies. In the first session, "Empowering Collaboration and Streamlining Productivity: Leveraging Automation in Microsoft Teams," attendees explored how automation tools like Power Automate and Power Apps could be embedded within Microsoft Teams to reduce manual processes and improve team efficiency. In the second session, "Improving Customer Service with Copilot Agents and D365 Contact Center," introduced participants to the capabilities of Dynamics 365 Contact Center and Copilot Agents. A step-by-step walkthrough of building and deploying an AI-powered agent, with a focus on practical integration scenarios and real-world applications was included.