Extending Microsoft Teams to not only bring collaborative tools to your company or project team but also to utilize and build off of the Power Platform’s offerings to automate mundane tasks as well as enhance communications across departments, teams, or any other groups working together on common or different workstreams every day. Session Level: Intermediate

Join us for a conversation with AXIA Consulting’s OCM Practice Lead Bianka Shah and Glenn Keller, Director of IT at CountryMark,  to learn  the value of including a well-organized OCM plan over the project implementation lifecycle.  

During this session, we will explain the model CountryMark used to effectively identify OCM needs, including:

 – 12 best OCM practices for planning and maintaining a  transformation program

 – Return on investment OCM can provide to your project

 – Unexpected benefits found when faced with pivoting in the middle of an ERP rollout.  

With changes occurring daily within our environment due to recent events, we will also discuss how to increase user adoption and sustainment of programs through effective stakeholder management in a remote environment and how to effectively manage remote teams and end users.  

The content of this session is geared toward an audience with beginner-level and higher knowledge of the subject area.

This session will be available for CPE credits pending completion of session survey post event.

Are you still writing your plugins from scratch, simply implementing the IPlugin interface?Are you using someone else’s framework, that isn’t really designed for the way you code?Have you tried all the open source alternatives and still not found any favorite?Why not Build your own Plugin Base class?!It’s not hard, it doesn’t take weeks, and it helps you just the way you want it to help In this session I will show you 100% hands on how we can go from zero to plugin base hero for you and your team.We will start with a project with few plugins, identify common/duplicated code, unnecessarily verbose code and code where we simply feel that “this could be done so much easier with a little help”.From this we will create a Plugin Base Class and some useful extension methods to SDK classes to finally clean up our plugins and enjoy the beauty of our refactored code.The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

Consultant and GP User Duo with a combined 33+ years of experience will share some of their favorite features of GP and help you make the most of your investment. Attendees will learn how to navigate more effectively in GP, how to be more efficient with everyday tasks and how to use new lookup techniques.

This session is geared for an audience with a basic skill set.

This session will be available for CPE credits pending completion of session survey post event.

Struggling to balance your inventory sub-ledger to your General Ledger? Once you know what’s happening “underneath” you’ll resolve issues quickly and confidently. This presentation covers what you need to know to realize smoother inventory to G/L reconciliations: the do’s and don’ts, typical scenarios, unusual situations, preventative measures, corrective actions and much more. 

Dynamics BC/NAV is fully embedded in Office 365, which means your ERP processes can now be performed directly in Office, where you are already doing your work. In this session we’ll show how you can now manage business interactions in Outlook, synchronize records between BC and Outlook, use Microsoft Teams to call your Dynamics contacts, share customer notes between BCand OneNote, and work with your financial data in Excel. 

This session will be available for CPE credits pending completion of session survey post event.

Level: Intermediate

A Microsoft MVP will show several ways the Dynamics 365 for Finance and Operations Excel integration can be leveraged to drastically improve the employee experience at your company. From data cleansing, to centralized template management, to process optimization, see how this incredibly valuable integration can be leveraged in ways you may be surprised by!

The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area.

This session will be available for CPE credits pending completion of session survey post event.

CRM can make a significant impact when it is well executed.  One of the most challenging aspects of an implementation is the integration.  The next most challenging aspect is the change management.  Attend this informative session to learn how Stonewall Kitchen and Innovia worked together to achieve amazing results using the built in Relationship Management in NAV/Business Central. Level: Basic

Join us for this how-to session, where user member Glenroy, a packaging distributor, shares how the company approached its D365FO implementation. We discuss the implementation plan, as well as share  best practices and lessons learned in a company that has  complex supply chain processes.

The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

This session will be available for CPE credits pending completion of session survey post event.

Accounting professionals from all over the country discuss how automating their ERPs like NAV and GP has enabled their teams to meet the new challenges of 2020.

Including Panel members:

•Dave Sackett, CFO of ULVAC Technologies
•Larry Solano, AP Manager of Wounded Warrior Project
•Jeff Moir, Corporate Controller of Pebble Beach Company

Join this session to learn best Practices for the set up, configuration and use of Time and Expense for Projects. Learn how to leverage setup and configuration options to streamline Time card Entry processes. See how Allocator Rate Tables and other values in the system flow into time cards. Learn how to setup Time and Expense for seamless integration to SL Payroll or for export to an outside payroll system.

Level: Intermediate

In this session, Belinda will guide you through the use case of creating a Payables Transaction Batch Approval app in Power Apps.  The app will also include a flow from Power Automate that will notify the AP department of the batch being approved.  Finally, the new app, which contains the flow, will be placed in a Power BI report providing for faster review and approval; which will save you $$$.

This session is geared for an audience with a basic skill set.

This session will be available for CPE credits pending completion of session survey post event.

Welcome to the wonderful world of being a Dynamics 365 System Administrator! Now that you’ve gone live with your CRM system, let’s talk through all of the basics of what’s next as a System Administrator. This session will provide you with a solid high-level foundation to hit the ground running as a System Administrator beyond your go live. Topics will include working with solutions, modifying & creating system views, modify & creating fields, adding UI controls, working with forms and dashboards.

The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

Blue Moon’s Electronic Payment Suite has been automating payment processing from customers for years, and now adds streamlined payment processing to vendors. We are now starting to offer this functionality to Microsoft 365 Business Central customers too! Our Electronic Payment Processing gives you an efficient, embedded credit card capability that is fully integrated for sales transactions entered directly in Dynamics 365 Business Central or integrated from external system, and we will be demoing the product in both Dynamics GP and Dynamics 365 BC.

Learn how to use Imperative development techniques in PowerApps to increase their … power. Use advanced mathematical formulas on table records. Understand best practices to test your application to make it bullet proof and improve performance of your application. Make your application robust and resilient by implementing offline capabilities.

The content of this session is geared toward an audience with advanced-level knowledge of the subject area.

This session will be available for CPE credits pending completion of session survey post event.

Discover how easy it is to report on payroll/HR information utilizing SmartLists, SmartList Designer (HR and Payroll) and SmartList Builder.

Be able to use SmartLists to review setups including deductions, benefits, pay codes and tax information.

Be able to use SmartLists to view employee assignments including employee deductions, pay, benefits and tax information.

Be able to use SmartLists to view employee payroll transaction history.

This session is geared for an audience with a basic skill set.

This session will be available for CPE credits pending completion of session survey post event.

CRM can make a significant impact when it is well executed.  One of the most challenging aspects of an implementation is the integration.  The next most challenging aspect is the change management.  Attend this informative session to learn how Stonewall Kitchen and Innovia worked together to achieve amazing results using the built in Relationship Management in NAV/Business Central. 

This session will be available for CPE credits pending completion of session survey post event.

Level: Basic 

Businesses are changing and the pressure to close out the books is an ever-present pressure on the finance team.  Add in the demands for reporting and accuracy, if not a wand, and the finance team have their hands full at period year.  In this presentation, we will review some best practices and some ideas with tips and tricks to help  finance professionals.

The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area.

This session will be available for CPE credits pending completion of session survey post event.

In this case study, we will describe how a company in the glass industry captured IoT data for analysis in order to mitigate production quality issues.  The company needed a solution that would reduce their data acquisition and processing time so they could make in-process changes to the production line and reduce quality incidents.  We will highlight the strategy, approach and delivery of a system built with Azure tools that increases response to quality issues by more than 70 percent!

The content of this session is geared toward an audience with intermediate to advanced-level knowledge of the subject area.

This session will be available for CPE credits pending completion of session survey post event.

In this fast-paced presentation we’ll walk through user personalization ranging from simple to more complicated, as well as personalizing cues, so that you can return to your office ready to make an instant difference in your team’s efficiency. We’ll also address key issues to consider when personalizing and building UI elements and Role Center.

This session is geared for an audience with a basic skill set.

This session will be available for CPE credits pending completion of session survey post event.

When sales tax isn’t applied to a purchase, you could still be on the hook for use tax.

Your business makes a purchase and you notice the seller doesn’t collect sales tax. So, it must be tax free, right? Wrong. Consumer use tax may still apply, and if you’re not actively tracking use tax obligations, you could be making a costly mistake.  

Put simply, use tax is owed on a purchase when the seller does not collect sales tax, or when the use of the product/service (or the location of consumption) results in more tax being owed. Sound complicated? It is, and that’s what makes use tax one of the most mismanaged compliance issues for businesses.

In this session, learn more about consumer use tax, what it is, and when your business may be on the hook to pay it.

•    The events that can trigger consumer use tax requirements

•    The most common consumer use tax management challenges

•    The impact of economic nexus laws on consumer use tax

•    How your business can step up compliance to avoid being audited

This will be one ‘use-ful’ session that you won’t want to miss.

Attend this session to be entered to win the new Xbox series X – exclusively for Avalara session attendees! Winners will be selected at random, based on session attendance.

Dynamics products Avalara works with:

•    Microsoft Dynamics 365 Business Central

•    Microsoft Dynamics 365 Finance & Operations

•    Microsoft Dynamics GP

•    Dynamics NAV

•    Microsoft Dynamics SL

•    Microsoft Dynamics AX

As the Coronavirus outbreak has spread, unprecedented challenges have arisen in distribution centers all over the world. Extraordinary measures have been taken to keep goods and services moving. Leaders in supply chain are building swift & agile response capabilities in order to mitigate the fallout from the crisis. Yet most organizations are still learning to cope with this new reality, and its post-pandemic impacts on warehouse operations. The need to quickly develop and adopt new capabilities that ensure long-term resiliency is now firmly on everyone’s minds.

This session will specifically address 3 fundamental shifts, their impacts on the DC, and how to build the capabilities required to maximize resiliency and long-term sustainability.

1.Consumer Consumption Changes 
2.Re-Shoring Manufacturing
3.Robotics and Automation
Integrations with Business Central will also be highlighted in the Enabling Technologies portion of the presentation.

D365FO’s most important setup is accounting’s Inventory posting profiles. We will review the input and output of the setup and give some examples of how a bad setup can have long lasting financial effects. There is an absolute wrong and right way to do this! We will also provide attendees with a cheat sheet to insure success.

Deliverable: Session Attendees will be provided with…

     • Power Point documentation on setup and troubleshooting.

     • Master Cheat Sheet – This guarantees perfect setup and gives you a template for success.

The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area.

This session will be available for CPE credits pending completion of session survey post event.