Great direction and advice on managing a WFH reality! From connectivity, security and access to managing productivity, this is a great guide to ensuring business

In this session led by PowerObjects’ Nghiem Doan, you will learn tips and tricks for building Responsive Canvas Apps using the low-code approach of Microsoft’s Power Apps solution builder. We will cover a range of Power Apps topics, including how to:

•    Create a Responsive App from scratch

•    Work with Gallery Control and Form Control in Responsive Canvas Apps

•    Manage reusable components in Responsive Canvas Apps

Join Nghiem and the PowerObjects team for this innovative workshop that will provide you with ideas for tools you can immediately implement in your own organization. 

Join this session to learn about situations where Portals have helped organizations with the pandemic response, and why Portals is well suited for these types of situations.

In this session, we will walk through creating a Common Data Service (CDS) Entity from your GP Database.  Then we’ll create an ongoing scheduled integration to the CDS.  We’ll wrap up by building a Model-driven Power App that provides a Sales Manager with an amazing experience exploring and managing Sales Order Processing (SOP) Data using Power Apps.

This session is geared for an audience with an intermediate skill set.

One of the greatest challenges to achieving success with CRM is getting user adoption. Users have become accustomed to using consumer style digital assistants like Siri and Alexa and are looking for that same simplicity in how they use Dynamics to access and update customer information. In this session we provide an overview of the technical concepts behind conversational digital assistants. We will show examples of how Azure Cognitive Services for Language Understanding (LUIS) and the Microsoft Bot Framework are integrated with Dynamics to provide an engaging user experience.

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

This unique hands-on 2 day course is provided by a Microsoft Business Solutions MVP, Daniel Christian, and will give Power users the tools needed to build Canvas Apps, leverage Power BI integration to PowerApps, and build process automation with Flow.

Daniel is recognized as one of the first-five MVPs in the world to specialize in these Power Platform products and focuses his attention on PowerApps, Flow and Power BI Integration. He began work with PowerApps and Flow in 2016 when they were in still in preview and has seen the products evolve and provided feedback to the Microsoft Product team that helped to improve the products you see today. 

Having helped mentor power users across the globe, Daniel will be sharing his insights on the many ways that the Power Platform is being applied to improve daily tasks. 

Content covered will consist of:

1. Building Canvas Apps from scratch. In addition to building an app from scratch, we’ll go over some of the new features such as:

•How to store data in Azure SQL and Azure Blob storage
•Responsive design
•AI
•PowerApps Portal 
2. Using Power BI Integration with PowerApps

3. Using Flow actions and conditions to automate processes. This includes:

•Send and receive content from PowerApps
•Using Cognitive Services such as Vision
•Create PDF files using OneDrive
Preparation: Please bring your own internet capable Windows PC to class for the hands-on lab portion/class exercises.

With all that is happening in the world today how do you plan for what’s coming next.  What are the key components of a strategic IT plan? How are other companies creating them?  Hear an IRL story from an end user and from a consultant on what they have done and seen.  Leave this session with new ideas to energize your planning process. 

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

Level: Basic 

Life used to be so simple before when managing classic workflow business logic inside of the CRM user interface. But with the introduction of Power Automate Flows the CRM Administrator’s job has become more difficult. Power Automate has it’s own administration portal, stop tabbing around. I will show how to bring it back together in one Power Automate Admin Dashboard built on the CDS platform. I will walk you through the Dashboard components, the Power Automate flow logic behind it and share with you the managed solution I built to contain it all.

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

Want to connect to any system, especially non-Microsoft ones? Through the beauty of a REST API, you can! Using REST APIs to integrate solutions will ensure your integrations stand the test of time and are able to adapt with your changing business processes. 

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

Level: Basic

If you have been wanting to get started creating Flows with Power Automate, this is your chance! 

In this session, you’ll learn:

What can be done with Flows

How are Flows different than SharePoint Designer Workflows

How to create Flows for everyday tasks such as sending automatic reminder emails

How to create Flows from templates

The best resources for advancing your Flow skills

Where to get help

And more…

All concepts will be presented through live demonstrations!

Session Level: Basic

Want to connect to any system, especially non-Microsoft ones? Through the beauty of a REST API, you can! Using REST APIs to integrate solutions will ensure your integrations stand the test of time and are able to adapt with your changing business processes.

This session is geared for an audience with an intermediate skill set.

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

This targeted hands-on 2 day training will provide a deep dive experience into building flows with practical scenarios, lab exercises, best practices and more. We’ll cover various flow connector scenarios (SharePoint, CDS, Excel etc.), UI flows (Robotic Process Automation), Business Process flows, Adaptive Cards, and integration scenarios for flows with Power Apps, Power Virtual Agents & AI Builder.

Module 1 – Introduction to Power Automate

•Where Power Automate fits in the Business Application Platform
•Features & components of a flow
•Types of Power Automate flows
•Automated flows
•Instant flows
•Scheduled flows
•Business Process flows
•UI flows
•Flow mobile
•Flow Management
•Flow & SharePoint
•Demos
Hands-on lab exercise 

•Track customer survey feedback with Microsoft Forms and flow.
•Time Tracking with excel and flow button.
Module 2 – Flow Approvals

•Approval action in flow
•Approval types
•Approval Patterns – State Machine, Reminders, Escalations etc.
•Best Practices
•Demos
Hands-on lab exercise – Leave Request Approval flow with SharePoint.

Module 3 – Power Automate + Adaptive Cards

•Introduction to Adaptive Cards
•Post Adaptive card to Teams
•Demo
 Hands-on lab exercise – Post an adaptive card to Teams for approval scenarios.

Module 4 – Flow Expressions & Trigger Conditions

•Introduction to expression language for flow
•Where and how to use expressions
•Expressions in flow Trigger Conditions
•Tips & Tricks
•Demos
Module 5 – UI flows – Robotic Process Automation 

•RPA Capabilities with UI flows
•Types of UI flows – Desktop and Web.
•Best practices
•Demos
 Hands-on lab exercise 

•Currency Conversion using Web UI flow
•Enter data into legacy system of record from Common Data Service (CDS) using Desktop UI flow
Module 6 – Business Process flows 

•BPF Overview
•BPF with Model-driven App
•Best practices
•Demo
Module 7 – Flow Integration Scenarios

Part 1 – Integration with Power Apps

•Power Apps Overview
•Calling a flow from Power Apps
Hands-on lab exercise – Create a pdf file from Power Apps using flow and store in SharePoint

 Part 2 – Integration with Power Virtual Agents (PVA)

•PVA Overview
•Calling a flow from PVA
•Demo – Calling the Graph API from flow & PVA
Hands-on lab exercise – Build a bot to fetch data from Common Data Service (CDS) Knowledge repository using flow

Part 3 – Integration with AI Builder

•AI Builder Models Overview
•Using AI Builder with flow demos
 Hands-on lab exercise – Invoice processing using flow, AI Builder & SharePoint

Module 8 – Power Automate Application Lifecycle Management

•Power Platform Admin Center
•Flow management connectors & PowerShell
•DLP Policies
•Best practices
Audience: IT Pros, Business Users, Developers, Power Users, Citizen Developers

Level: Beginner & Intermediate

Preparation: Please bring your own internet capable Windows PC to class for the hands-on lab portion/class exercises.

Your financial statements do not have to be the typical accounts-down-the-left, months-across-the-top financial statements. Dynamics 365 Financial Reporting gives you flexibility in how you define your rows and columns using any of your dimensions, accounts and periods. Learn how to creatively display general ledger data in useful, easy-to-understand ways.

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.

In this session, learn how to create flows that run flawlessly and handle unexpected errors. 

See demos of best practices for building enterprise-ready flows. 

Learn the life cycle development of a flow: planning, designing and making, testing, deployment, troubleshooting, and maintaining. 

At the completion of this session, you’ll understand the principles, practices, methods, and patterns for designing flows that will make you the Flow Master at your organization and the envy of your peers!

Session Level: Basic

Join this session to learn how to stay ahead of the Microsoft release schedule. Participants will learn: 1) Microsoft release cadence and preparation tips; 2) Where to manage the release; 3) Tips on how to communicate and manage the release cycle within your organization

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

So you have Dynamics NAV/Business Central and you know Power BI is a great platform, but where do you start? Attend this session to learn how to get up and running in a day with Power BI. Download, Link to NAV/BC, Start Reporting! 

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

Level: Basic 

Users won’t fully adopt CRM until their leadership does.

In this session you will learn the role of management – from the front-lines to the c-suite – in managing a CRM project, in adopting CRM, and in using CRM to drive change within their businesses. Executives will leave with a clear understanding of how to drive change – even transformation – by using the power of CRM. Project leaders will leave with a checklist for getting, and keeping, the c-suite engaged in your project.

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

This session will begin by re-introducing select popular elements from within my Intelligent Administrator dashboard, and then include a number of ‘nuts and bolts’ exercises on how to build one from the ground-up.  Tips/techniques for building this Admin-style dashboard will foster greater understating and applicability to your Dynamics GP environment.  The dashboard itself encompasses 150 SQL queries and produces 350 Power BI indicators across 30 subjects in MSSQL, Dynamics, GP Companies, Management Reporter and even ISV products.  Attendees will learn how to leverage Power BI for powerful real-time analysis of configuration selections in each of the modules in Dynamics GP.

This session is geared for an audience with an intermediate skill set.

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

Welcome to the CRMUG General Session here at Community Summit NA 2020 as we gather virtually as a community for the very first time!  This jammed-packed session will cover community updates, how to make the most of your week here, All Star award recognition and more!  Don’t miss out as we wrap up the first full day of Community Summit in style!

Microsoft’s Power BI dashboard and reporting solution provides a way to gain insight into your Dynamics SL and other data.  The Microsoft Dynamics SL team has built Power BI Dashboards for Project, Customers and Vendor information that are a great starting point.  Attend this session to see what is available today and how you can start taking advantage of these solutions at your company today.

Upon completion of this session, participants will be able to describe the Power BI dashboards that are available.

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

Level: Basic

Want to run reports from SL screens? Ready to combine custom reports? Attend this session to deepen your knowledge and usage of the specialized Crystal Reports for Dynamics SL. Learn how users can send info to Crystal Reports using option tab, templates and run time information. Learn how Crystal Reports can get even more data using run before functionality.

Level: Intermediate

Building a data model in Power BI is the most important task you should do properly in your Power BI solution. This session is about the most common design pattern models of Power BI; Building the Star Schema with fact table and dimension tables, understand the relationships, building common models such as Budget vs. Actual with fact tables with different granularity, or Inventory model with a snapshot fact table. 

This session is about real-world design patterns of Power BI.

Session Level: Advanced

Learn how Microsoft Power BI is embedded throughout Business Central and how this integration can be leveraged to quickly build an unlimited number of custom reports – all without requiring a computer engineering degree!  This session will start with an overview of what is delivered by Microsoft with Business Central, what capabilities exist for building your own custom Business Central reports, a live demonstration of how to build your own Power BI Datasets and Reports, and guidance and suggestions for advanced reporting options and capabilities. 

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

Level: Basic 

Machine Learning/Artificial Intelligence in Power BI consists of clicks not code. 

The session will step thru the features added to Dataflows to utilize the ETL built into PowerQuery. The analytics retrieved from this features helps with the necessary data cleansing and preparation needed for a model. Called AutoML, this option enables the data prep integrated into a model for reporting in Power BI. All is done within Power BI and skills already possessed by the analyst. Model quality and visibility is available through these steps while creating a ML in an awesome reporting tool.

Session Level: Advanced

Session description coming soon!

Session Level: Intermediate

Power BI Premium is Microsoft’s enterprise BI platform that enables you to build comprehensive, enterprise-scale analytic solutions that deliver actionable insights. 

This session dives into the latest capabilities and future roadmap. Various topics are covered such as performance, scalability, management of Power BI artifacts, and monitoring. 

Learn how to use Power BI Premium to create semantic models that are reused throughout large, enterprise.

Session Level: Intermediate

Attend this session to learn how one customer built a highly customized version of Dynamics CRM and Business Central and integrated them to create an end-to-end process automation solution. And multiple ISV’s to boot! 

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

Level: Intermediate