Momentum + Microsoft Thrive Roadshow

New York, New York

May 14, 2025

Customers 9:00 am - 12:00pm | Partners 1:00 pm - 4:00 pm

Customers and Prospects

9:00 am - 12:00 pm

Partners

1:00 pm - 4:00 pm

About this event

Join us in NYC for a hands-on morning session where we’ll give you a high-level overview of Teams Phone, building workflows in Power Automate, and exploring AI-driven bots in Copilot Studios.

Who Should Attend?

This session is open to existing and future Momentum customers who want to optimize collaboration, enhance workflows, and explore the latest in Microsoft Teams

Our experts—Rick Garcia (EVP, Product & Marketing), Brandon Bradley (VP, Modern Work & UC Innovation), and Satish Upadhyaya (Voice Sales Agent)—along with potential guest speakers from our ecosystem of technology partners, will share best practices to help you streamline communication, automate tasks, and get the most out of Microsoft Teams.

What you'll learn:

  • Gain practical tips on migrating to and managing Teams Phone from an IT perspective
  • Discover how to automate repetitive tasks using Power Automate (no coding required!)
  • Explore the newest AI capabilities for chatbots in Copilot Studios
  • Learn best practices for ensuring reliable device management in Teams

Customers and Prospects

9:00 am - 12:00 pm

Partners

1:00 pm - 4:00 pm

Location

Microsoft Innovation Hub

11 Times Square Floor 5 New York, NY 10036

Customer Agenda

9:00 AM – 9:15 AM

Welcome & About Momentum

9:15 AM – 9:45 AM

Managing Teams Phone for IT Managers

9:45 AM – 10:15 AM

Momentum Engage: MS Add-on Solutions for Teams

10:15 AM – 10:30 AM

Break

10:30 AM – 11:30 AM

Power Automate: Building Workflows

11:30 AM – 12:00 PM

AI Bots in Copilot Studios

12:00 PM – 1:00 PM

Networking Lunch

Partner Agenda

12:00 PM – 1:00 PM

Networking Lunch

1:00 PM – 1:15 PM

Welcome & Partner Focus

1:15 PM – 2:00 PM

Selling MS Teams with Momentum & Microsoft

2:00 PM – 2:15 PM

Break

2:15 PM – 3:00 PM

Power Automate & Copilot Studios for Partners

3:00 PM – 3:45 PM

Replacing On-Prem Systems with Teams

3:45 PM – 4:00 PM

Wrap-up & Next Steps

Customers and Prospects

9:00 am - 12:00 pm

Partners

1:00 pm - 4:00 pm

Momentum