This session is for BAs/Admins/Implementers who may have to solve business problems with Model Drive forms, to get a solid understanding of what is and what isn’t possible with model driven forms in CDS. This includes the following: – Reviewing the basic elements on a form. i.e. is that a Control, Field, Attribute? – What tools exist in the CRM Model driven forms events toolbox for acting on changes to the page, and when should they be used? – What actions are possible via JS, and how can those actions be used together to solve a problem?

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

Proper configuration of the Project Accounting module makes a tremendous difference, and this session is dedicated solely to tips & tricks in the setup and mapping of this module to your GL. Join us so you can help yourself and your colleagues within Project Accounting!

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.

Are you ready to take your reporting and data analysis to the next level? 

This course is an accelerated hands-on 2-day training designed to teach how attendees how to build reporting and data analysis projects with Power BI Desktop and how to share Power BI reports and dashboards with a wide audience of consumers. 

During the course, students will gain the real-world skills required to design, deploy, upgrade and monitor reporting and dashboard solutions using the rapidly-evolving Power BI platform. All the essential Power BI concepts and techniques discussed in lectures are reinforced with hands-on lab exercises in which students will move through the actual steps required to build reporting and dashboard solutions and then to make those solutions accessible using app workspaces and the Power BI app model. 

This course includes in-depth coverage of the query tools and data modeling tools in Power BI Desktop. Students will learn how to design complex queries and to write advanced DAX expressions to calculate rankings, rolling averages and year-to-year comparisons. Students will also learn how to design interactive reports using slicers, bookmarks and drillthrough pages. 

The course discusses essential differences between reports and dashboards and also examines the strengths and weaknesses between the various types of datasets including imported datasets, DirectQuery datasets and LiveConnect datasets. 

Instructor: Ted Pattison

Audience: Business Users and Data Analysts 

Level: Intermediate 

Prerequisites: All students will require a Windows PC running Windows 10, Windows 8.1 or Windows 7 to complete the lab exercises for this course. It is recommended that students install Power BI Desktop before arriving. 

Course Modules 

1.Introducing the Power BI Platform 
2. Designing Queries with Power BI Desktop 
3. Designing a Data Model with Power BI Desktop 
4. Designing Interactive Reports in Power BI Desktop 
5. Designing Dashboards in the Power BI Service 
6. Distributing Content using App Workspaces

Project Operations is a new license creating a Project Management vision from end to end. Project Operations merges the best of D365 PSA, D365 Finance Project Accounting and MS Project. Find out what it includes, how to use it, the roadmap and see some of the enhancements. Starting with opportunity, quoting and then project, resource management and then budget versus actual, revenue recognition.

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.

Learn how to set up and use the Demand Forecasting functionality in D365 for Finance and SCM. We will talk through the algorithms available for forecasting and how you can tweak the settings and control the machine learning project. We will also discuss examples of how to extend the functionality and bring more life to your machine learning project. Learning Objectives: understand Time series models and algorithm parameters needed for statistical forecasting in D365; understand how to use Forecast models for forecast comparison and analysis; define how forecast models can be used to feed plans and fulfill an S&OP process.

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.

Whether it be an implementation or an upgrade, embarking on a new project presents many challenges. With the current advancements in collaborative technology, a project manager should never go into battle unarmed. I will discuss:

•several tools that increase project success (Power Platform integration, Teams w/ Apps, etc.)
•real world scenario application of these tools/technologies
•tips and tricks on getting the right project reporting out to the C-suite
Just some of the things you’ll know after you attend the session:

•Creating “tasks” in MS Teams and connecting to Project
•connecting Project to a Power BI dashboard for visual representation of your projects/portfolio
•knowledge of various apps and tools that enhance the project management capabilities
•understanding the technology “ecosystem” for your project management
I will also walk through some scenarios during the session and near the end we can open it up for Q&A on the tools so if you’re interested in walking through some of these examples alongside me, please have Teams, Power BI, Power Automate, Planner, Lists and Project installed (if not all, at least some).

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

Level: Basic 

With the release of Azure Data Lake and surrounding technologies, it is easy to see why there is hope within the AX and F&SCM communities for a better reporting solution than BYOD. Attend this session to gain a fundamental understanding of what an ADL project may entail, its time frame, estimated cost, and the resulting reporting options available to finance teams to make meaningful business decisions. It’s always best to have clear visibility and understanding of the full implementation cycle before making an investment in a new technology.

This session is focused on the education of administering, adopting, and promoting the Power BI platform for an Enterprise solution. 

Join us to learn about adopting a framework for your BI team to govern and manage content in Power BI, utilizing Workspaces for BI Collaboration and organization of Report content, creating a Power BI Admin team who maintains and defines the intent of Workspace environments, establishing naming conventions for content (Dashboards, Reports) for End Users, methods to help support and educate end users to adopt Power BI, and creating an internal BI Support Site.

Session Level: Intermediate

Do you receive upfront payments for services in future fiscal periods? Want to learn about the new Revenue Recognition features in D365 Finance? How can you use Power BI to easily monitor your cash-to-revenue cycle? Don’t miss this valuable session with a  finance expert to demystify new revenue recognition functionality in D365 Finance.

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.

Trying to understand, analyze, and reduce user licensing costs in Dynamics 365 for Finance and Operations (D365FO) can be a confusing process. If the new licensing model has you confused, or if you are worried about being compliant when your renewal occurs, join us for an overview of how to navigate through the process, and potentially reduce your licensing costs in the process.

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.

You’ve made the strategic decision to migrate from previous versions of Dynamics NAV/GP/SL to D365 Business Central. What’s next? What does a good migration and deployment plan look like? Before you sit down with your partner,  we will discuss the wide range of elements to address in your project plan. We will provide an overview considerations around dealing with your mods, reports, third-party add-ons, system access, security, service contracts and SLAs, data retention, and moving to an OPEX model. 

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

Level: Intermediate

Do you think this session is not applicable to you because you may not be using Dynamics 365 Commerce? Great news! You can start leveraging the power of Microsoft to start identifying areas of revenue loss without any pre-requisites Dynamics 365 projects!  Dynamics 365 Fraud Protection is one of the newest offerings in the Dynamics 365 family and focuses on increasing the online and instore revenues for retailers and wholesalers by providing actional insights and optimizations using the power of AI and ML.

In this session we discuss the purchase protection, account protection, and loss prevention capabilities of the software and how they relate to business processes and customer experiences. After discussing capabilities we’ll discuss how you can take next steps in evaluating the solutions for your organization and what would be involved in that assessment.

Come and join the Microsoft Fraud Protection product team, a Microsoft Global Black Belt for D365 for Commerce, and a Microsoft MVP in D365 for Commerce to learn more and help answer your questions and provide insights. For specific questions you would like to have discussed in the session, please submit them here: https://forms.office.com/Pages/ResponsePage.aspx?id=vBkjbhG_ikiYD5ihUwqy1cwGHWvSbyRInK_XR0SeKDxUME5DRlI0TTVFODY4UUtEQlhaS0ExNjJWVS4u

 To learn more, read about fraud protection here: https://dynamics.microsoft.com/en-us/ai/fraud-protection/

As a low/no code development tool, Power Automate places a lot of power in the hands of users who previously had to rely on a developer.  But as a certain young Spider-Man once taught us, with great power comes great responsibility.  

Instead of muddling your way to learning how to control all that power on your own, let us show you the 5 things you need in your integration to make it kick ass.

Session Level: Basic

Join this session for a deep dive into the Dynamics SL Advance Purchasing Options. Learn the benefits of leveraging the below modules:

•Requisitions
•Order Management PO Creation
•Service PO Creation
•Inventory Replenishment
•Landed Cost
This session will be available for CPE credits pending completion of session survey post event.

Level: Intermediate

If you’ve ever struggled with using dimensions or don’t know why you should use them at all, it’s time to solve that! Discover how to tell your company’s financial story by using dimensions to get beyond just the Balance Sheet and Income Statement. Learn how to set up dimensions in NAV/BC to gather complete and accurate data while also preventing blank values and reducing the need for data entry. Find out how to use dimensions to gain control, consistency, accuracy, and efficiency in your financial postings. You’ll leave clarity on all the ways you can view dimensions in your system. 

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

Level: Advanced 

How many ways can a shipment receipt go wrong… SO many, we need to spend some time on this together.  Received it accidentally?  Didn’t receive it?  Wrong quantity?  Defective?  Vendor gave you a credit?  Wants to ship you more? Open the PO, close the PO…. you get the point.  Let’s unpack all the ways GP can handle your problem Purchase Orders using RTV, to keep the inventory AND the vendor records organized and the PO’s accurate.

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.

Analytics is no longer a luxury, in order to be a successful business you need have full visibility of your data and reports, only then you will stay competitive in this digital age! 

We will show you how to develop Power BI Apps per your business and industry request.  The purpose of this session is to help companies obtain the applications they need to have full visibility of their business data and analytics with Power BI.

Session Level: Intermediate

Ready to understand more about the internals of your implementation of Dynamics 365 Business Central/Dynamics NAV? Never had the proper training you feel was needed? Join this session and learn how to use debugger tools to identify and fix issues. We’ll review the art of evaluating variables, identifying which logic and data have caused errors, and pausing code execution to troubleshoot. For Business Central Cloud, we review tools available in the user interface to troubleshoot and correct data and logic errors. 

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

Level: Basic

Want to Crush your sales quota for the year? Learn how to bring deals into the pipeline, move them through the pipeline and close the deals.  Steve brings over 30 years of Sales and Training.  This rapid fire session will give you quick and easy steps to take back to your company to improve your sales teams skills and closing techniques.

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

Level: Basic

Successful enterprise projects use a variety of continuous integration and advanced DevOps tools.  These tools and techniques take significant time and investment as well as ongoing maintenance to ensure the process runs smoothly.  What about the small implementations with a handful of users and potentially only one or two citizen developers building the business application?  This session covers some simple best practices, tools and techniques to ensure the work on small to medium Dynamics 365 and Power Platform business application development is properly archived in source control and updates are rolled out in a simple, but controlled fashion.

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

As you look to maximize ROI across your organization, now more than ever, the things that appeared “little” are more expensive than you realize; manual data entry, filing documents, and searching for files have real costs associated with them. Attend this interactive workshop session as we explore the steps, the industry data and benefits of centralized document management and invoice process automation. Learn real-world examples that you can analyze and easily convey, as you build the business case for AP automation and pave the way for its success!  

Attend this session to learn about SmartList Designer, the new query building application for Business Central. SmartList Designer enables you to create Business Central queries without requiring a single line of code. This session will also demonstrate how you can manage your queries after they have been created.

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

Level: Intermediate 

PowerGP Online takes your Dynamics GP to the cloud – but it also provides you with a new arsenal of custom-built modules that enhance your GP experience. Learn about how to best use these complimentary, PowerGP Online exclusives to bring added ease and robust capabilities to your daily processes.

Join our Velosio experts to learn how to best leverage the Microsoft Power Apps to meet your business requirements. With Power Apps, you can automate and enhance processes, collect and connect data, and create actionable insights. If you have been thinking about getting started with Power Apps, or even wondering what it can do for your organization by reviewing real-life applications, you will not want to miss this insightful session. Join Rod Donovan, Velosio’s Power Apps and Power Platform expert, as he discusses 10 Power Apps use cases implemented with real clients. He’ll share business needs and problems and how the team applied Power Apps to solve them, as well as available templates, tools, and outsourced resources you can use to get up and running quickly with the power of the Power Apps.

Explore Project setup and configuration tips for making Project to General Ledger reconciliations easier. Put on your detective hat with the experts and understand where to look first when projects don’t balance for items such as unbilled accounts receivable, accrued wages, and work in progress. Improve your toolset and gain some insight on how to upgrade your Project reconciliation skills! 

Level: Intermediate

There are multiple applications available from Microsoft for Dynamics GP to track and accrue vacation, sick, and other time. This session will review how PTO Manager and Human Resources enable your organization to track and accrue vacation, sick, and other types of leave. The session will also look at the Advanced Payroll functionality for leave time liability reporting.

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.

This session is a hybrid presentation/roundtable incorporating hands-on learning.  The session includes an introduction to the principles of change management followed by a roundtable discussion of change management challenges in managing a Dynamics deployment.  Participants will:

–     Explore the principles of change management

–     Discover how to develop a change management roadmap for their Dynamics project

–     Experience a hands-on opportunity to develop a plan to apply change management principles to existing project/deployment/adoption challenges

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

–     Collaborate with other Dynamics users to solve their shared challenges