DocuSign provides D365 Connector, however if you do not want to spend on the connector and yet use DocuSign with CRM, this webinar is for you. Here we will explore how we can leverage Power Automate to create the proposal, send it using DocuSign Business Pro Account, save the proposal and its signed copy in SharePoint, close quotes and opportunities once proposal is signed, all of these with minimum human interference.

Bluestar PLM for Microsoft Dynamics 365 for Finance and Operations or Microsoft Dynamics AX. You’ll be able to see for yourself how our ERP-based PLM product is suitable for your company and your daily operations/procedures. We’ll wrap up with a Q&A session with several of our existing customers who can share how easy it has been to build various scenarios in response to COVID-19.

Supercharge your advanced knowledge of T-SQL by learning techniques like dynamic SQL, the FOR XML clause, and advanced JOINs. We will cover some of the newer SQL Server functions such as TRY_CONVERT and FORMAT. All examples will be practical code using the Dynamics SL schema. We will also demonstrate some methods to make your SQL code perform better, including temporary intermediate tables, speed testing, and recasting.

If you are just getting started with Power BI you may be seeing a lot of references to a ‘Calendar’ Table or ‘Date Table. Maybe you already have a handle on this aspect of PBI, but a lot of people seem not to understand how to get started. If you forego having a ‘Calendar’ Table altogether, you can end up having a very cumbersome file and you won’t be able to take advantage of many of the awesome date/time functions offered through Power BI. There are quite a few good resources already out there.

Newer users of Microsoft Dynamics GP (or those who only spend their time in one module or area) will learn common navigation options and shortcuts to assist them in managing across the entire application including an understanding of GP’s Navigation Panes, List Views, and how best to customize your GP environment to help you work more efficiently from the moment you log in. Come away with a list of things you can start using to streamline your day while working in your Dynamics GP system.

Find out if the new Power BI dataflows capability is the missing piece for data preparation and loading in your Power BI solution architectures. 

Does your organization “own” perpetual licenses for your ERP software? Do you have aging on-premise servers in an IT closet somewhere in your business and wonder if now is the right time to venture into the cloud? Your are not alone! Check out this blog for perspective and ideas to help you manage the ambiguity of considering a cloud migration!

Join fellow users in your quest for certification with Microsoft Dynamics 365! Study Group sessions are round table discussions across a variety of topics and themes applicable to the Microsoft Certification listed. Please review the following topics for this week’s discussion on the MB200 Certification (Microsoft Power Platform + Dynamics 365 Core): Perform Solutions Deployment and Testing.

Hello everyone, I recently came across a new Power BI competitor from Amazon, the AWS Quicksight. This is not Qlikview AFAIK.

I just wanted to have a discussion on it, if anyone has any information on it or if you have used it already, how does it stack up against Power BI etc.

What are its pros and cons against PBI.

Any and all information is welcome.

Looking forward to a good discussion!

Power BI offers many different time intelligence functions, but it is sometimes difficult to understand when and how to use them. Learn how to create month-to-date, quarter-to-date and year-to-date measures and analytics, create comparison reports, rolling period reports and allow users to interact with slicers and filters.

With Flow, we can now be notified of everything from new entries to customer overbalances. Learn about the many new flows from Microsoft Dynamics SL 2018 CU1.

Come and join us for this exclusive webinar to learn more about: the benefits of an Upgraded GP System, new features in GP 2015, 2016, and 2018, the difficulties of being on an unsupported version, including Payroll and other potential problems.

Drum roll Please! Have you wondered what these Professional Certificates are and why you should take one? Want to know how to Study for a topic like Asset Management or Financial Reporting? ​​

Join fellow users in your quest for certification with Microsoft Dynamics 365! Study Group sessions are round table discussions across a variety of topics and themes applicable to the Microsoft Certification listed. This week’s discussion on the MB200 Certification covers a second and final review of the material.

Do you have an Office 365 Account? Are you using Planner? If not, you should! Let’s explore Microsoft Planner and all the great organizing tools within it. We’ll cover creating a new plan, assigning tasks, updating progress, staying on schedule and more. Perfect for managing your team in the office or from afar!​

Flow by itself is amazing but how do we bring Flow into Dynamic’s 365? What type of actions can Flow do for us in Dynamics 365 and how can we deploy them from one instance to another? Learn how to configure the Flow integration with your Dynamics 365 instance, understanding Data Loss polices to protect your data, deployment considerations, and explore some of the actions that Flow can do.

If you have only ever played in the Power BI Desktop, and never ventured into the Power BI Service, you…

In this session we will sort through the requirements, discuss the best practices, pitfalls, gotchas, planning tips, and much more necessary to successfully upgrade your Dynamics 365/CRM. You will come away with a comprehensive checklist of server requirements, security configuration and guidelines, client deployment strategy, change management ideas and training plan. We will also review migration versus in-place upgrade, email processing, and handling customizations and processes.

ExFlow is the premiere AP Automation solution built inside D365 FO – recently selected by Microsoft as a preferred AP Automation solution for D365. At the Summit this year we’re going to be show case how ExFlow can automate the AP process and how our new machine learning capabilities can enhance efficiency even further. All the power of a best-of-breed AP Automation solution – all inside D365, no integration necessary. Like an add-on should be.
Visit us at our virtual booth

This session will walk you through the basics of building trial balance statements, company income statements and departmental income statements using Management Reporter. This session is perfect for anyone who has never worked with Management Reporter as well as intermediate users. Upon completion, participants will be able to build a summary trial balance statement, and build a company-wide income statement and departmental income statement.

Hi folks!

In the last few days we have observed several news about the Coronavirus that started in China and around the world today is globalized in several regions of the world!

My concern is to understand the seriousness of this moment and nothing better than numbers to reach the conclusion that the situation is critical!

Take a peek at the results and insight to the User Group Community Hack4Good virtual event that was held at Summit Europe: 27 June 2020!

Béat Bucher and Steve Erbach, GPUG All-Stars, show you how to use everybody’s favorite program (Microsoft Excel!) to give you two ADVANCED GP Administrator’s Dashboards; with a high-res view of which users are doing what in GP; GP record locks; disconnected SQL sessions using up GP licenses; stuck GP batches; and a highly attractive, C-Level graph of weekly GP user activity!

We get the most value from Power Platform when we truly embrace it as a platform. In other words, while the component parts — Power BI, PowerApps, Flow, Common Data Service, and even Dynamics — are incredible tools in their own right, the more we knit them together, the more valuable they become.

But how do larger organizations truly adopt that platform at scale? How do we maturely infuse enterprise management, governance, and best practices into our adoption such that we empower our business users to buil

Join fellow users in your quest for certification with Microsoft Dynamics 365! Study Group sessions are round table discussions across a variety of topics and themes applicable to Exam MB-210: Microsoft Dynamics 365 Sales.

Presented by: @Kristine Dyess
 
As Power Pivot and Power BI consultants at PowerPivotPro, we see a lot of data models. We will review data model best practices and reasons why one approach may be better to adopt versus another approach. We will explore data models built in a traditional database environment like SQL and data models built using Get Data/Power Query. Join me for tips and tricks that will enable you to review your existing data models and ensure you’ve got good data models!#UnifiedOperations#CustomerEngagement#Intermediate

This session examines analysing data through the use of maps in Power BI. We’ll cover the best visuals to present certain types of data, and discuss the pros and cons of each. This is session is presented through back to back demos each showing how to create all the techniques being demonstrated. We’ll cover the out of the box map visuals and also some of the more advanced custom visuals too, showing how to get the best out of each of them.