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
Discover a better way to get things done across your organization through digital and robotic process automation.
In this session, you will understand what Power Automate is and when, where and how you can use Power Automate to boost productivity in your organization.
Session Level: Basic
Discuss some of the common issues experienced when customizing a screen in Dynamics SL. In this session, participants will gain comprehension of customizing Dynamics SL and how to resolve some common customization issues.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Explore how to adopt the Power Platform at scale across a large organization, and discuss how administrators, architects, and program/project managers can govern, manage, and operate the Power Platform in service to their business-focused customers.
The discussion will include an overview of the current state of the platform, and dive into several of the tools and techniques used to manage and govern the platform, including the Power Platform Adoption Framework and the Center of Excellence (CoE) model.
Session Level: Intermediate
Are you ready to take Customization Manager to the next level? Do you have a complex business process to solve? Want to see VBA in action? This session will deepen your understanding of Customization Manager and teach you how to streamline processes and increase user efficiency in SL. Learn how to add new fields to a screen, extend a grid, or launch a report. This session will have practical examples to inspire your imagination for the endless customization possibilities.
This session will be available for CPE credits pending completion of session survey post event.
Level: Advanced
Session description to come soon!
Session Level: Basic
You’ve customized your all SharePoint forms with InfoPath and your organization is now moving to SharePoint online? Not a problem, join us in this session and learn how to use Power Apps to customize your SharePoint online forms.
During this session we will take a tour of the Power Apps Studio application, look at the available controls and discuss the basic concepts of Power Apps.
We will also, perform a step-by-step demo showing you how to create a multi-tab SharePoint online form integrating corporate branding, user driven content and simple business logic.
Session Level: Basic
Which system do you get data from? Bet it can export it into a CSV or other Excel format. If you have issues getting to your raw data for any reason but can still export it, this session is for you. You will learn how to save exported data from excel files into a different excel file while cleaning it up and combining it with other reports as needed. After we set it up for the first time, you just need to place new reports in the same folder and Excel (Power Query) will automatically update your files!
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.
When presenting documents to your customers and vendor, you want to appear as professional as possible. In this session, we’ll review how to create custom document layouts for such documents as invoices, sales confirmations, purchase orders, etc. We’ll also review how to create custom formats for specific customers or vendors and control the email addresses that these documents are sent to.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
The new Microsoft Power Virtual Agent gives you the tools you need to easily create and maintain intelligent chatbots.
Join Daniel Christian, a Microsoft MVP as he introduces you to what Power Virtual Agent or PVA has to offer.
In this session Daniel will go through how to build your very own chatbot that enables you to engage conversationally with your customers and employees without using a single line of code.
Session Level: Basic
Let’s take a trip down memory lane and talk about ERP integrations, our experience and recommendations.
We will talk about the good, the bad, the ugly… and the future!
Level: Basic
With the introdcution of PowerApps Portals, which is the successor of Dynamics 365 Portals, it is important to understand the defintion of the new portal solution, its capabilities and benefits for offering external customer-facing experience. PowerApps Portal compliments an existing Dynamics 365 instance. Customers and partners can build low-code, responsive websites, which allow external users to interact with data in the Common Data Service (CDS), the underlying data platform for both Dynamics 365 and PowerApps.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
Join the AXUG-D365 Finance/Supply Chain Mgt Community as we gather virtually here at Community Summit North America! We’ll kick off your Summit experience, learn who has won this year’s All-Star Awards, and hear from Local User Group leaders about their adventures in this year of meeting virtually.
Join us in a session, where we will share experiences in how to identify the areas in the business for you to apply the PowerPlatform in order to gain immediate wins, value, experience, and knowledge at the same time! Look at it as a scalable approach, where experience will increase the value.
Session Level: Intermediate
In this session, developers will learn best practices around internal and external integrations with D365 Finance and Dynamics AX. You will also gain understanding of efficient performance patterns as well as anti-patterns that can lead to performance degradation.
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 demo-driven session, we will cover how to use PowerShell for Power Apps and Power Automate.
You will learn:
How to use PowerShell for Power Apps and Power Automate?
Managing Tenant Level Settings
Creating and Managing environments
Managing Power Apps and Power Automate Owners
Managing Power Apps and Power Automate Connections
Managing Canvas Apps
Pulling Usage Statistics
Best Practices
Session Level: Intermediate
AI Copilot Podcast
AI Agent & Copilot Podcast: Finastra Chief AI Officer Lays Out Range of Use Cases, Microsoft Collaboration
Adam Lieberman details AI focus at financial software provider Finastra: enterprise efficiency, devleoper productivity, and client commercialization. He also outlines the firm’s work with Microsoft.
