Workflow options are ever expanding. This  session will demonstrate options you may not know exist, including routing by financial dimension, conditions and automated processing additions.  You will also learn how to set up and incorporate the new configurable hierarchies in the workflow process.  You can make workflow work for you!

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

Power Apps Portals provide a lot of functionality out of the box to interact with CDS (Common Data Service) data. However, there may be situations where you need to take your portal projects to the next level. 

In this session, learn how to extend your Power Apps Portal with HTML, JavaScript, CSS, Liquid, Power Automate and Azure.  Add more power by embedding Power Virtual Agents, SharePoint libraries, Power BI reports and even Canvas Power Apps!  Add more Power to Power Apps Portal projects!

Session Level: Advanced

Management Reporter has many built-in features that can help you build great financial statements. In this session, learn how to automatically add new accounts and descriptions to Row Definitions, create new Reporting Trees, add additional text from reporting units, sort data, renumber row codes and more.

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.

ExFlow is the premiere AP Automation solution built inside D365 – recently selected by Microsoft as a preferred AP Automation solution for D365 FO and D365 BC. ExFlow automates 3-way invoice matching, invoice matching to contracts and payment plans (for recurring costs) & provides dynamic and flexible approval workflows on any platform for on-the-go invoice approval.

Building balance sheet statements and cash flow statements in Management Reporter is not as difficult as they might seem. We will look at built-in functions to help build these statements like Rounding Adjustments, Complex Calculations, IF Statements and more during this session.

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

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

Dynamics GP Workflow has been getting better and better since its inception.  During this session, you’ll learn basics of Workflow and advanced options on how to add additional fields to messages and conditions – making your workflows even more powerful! Join us to learn more about the following: overview of setup for workflow, types of workflow, designing a workflow, how to create a vendor workflow, adding fields to messages and adding fields to conditions.This session is geared for an audience with a basic skill set.

Come see how Microsoft Management Reporter can be used in your organization to simplify and automate the reporting process!  Main features of Management Reporter will be shown like report creation, generation, distribution and analysis of the financial data with drill down capabilities.

Level: Intermediate

This awesome session breaks down so many features of GP that can make any finance manager or CFO’s life 10X easier!

In this session, we will be breaking down the common cost components involved in manufacturing: how do we set these up, but more importantly, how do we utilize these to our advantage during in the manufacturing process? Suitable for accountants and non-accountants: anyone who has an interest in the cost makeup of a typical production run. How do we best use the tools available within Business Central, even those that you may already be familiar with, and hopefully a few more, to maximize our analysis potential. 

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

Level: Advanced 

In less than an hour, learn over 50 tips and tricks used by Management Reporter users in handling their financial reporting requirements. Sort data. Run multiple reports at one time. Set security by department. Learn about all of these plus many more.

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.

Understand the four pillars of the D365 Mobile platform: Dashboard, Workspaces, Pages and Actions. Grasp the extent of the capabilities of D365 Mobile Workspaces. Get exposure to client-side development and learn how to extend the design and behavior of the app by incorporating mobile business logic using JavaScript, see what is available for mobile workspace server-side development. It’s all in this session!

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.

Did you know that you have the ability to put multiple projects on a single contract, or even create a project hierarchy with sub/child projects? You also have the ability to add multiple funding sources to a single contract and create billing rules to determine how the billing responsibility can be broken down. Additional billing rules can be configured based on milestones, delivery of unit of measures, and project progress (% complete). All of these options can be configured to be invoiced and billed collectively.

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.

MSX Group Prospero® is your next-generation solution for budgeting, forecasting and financial reporting. With Prospero® you can create sophisticated budgets, forecasts, and boardroom-quality reports – all without IT assistance or custom programming. Prospero is designed to leverage the latest technologies, platforms, and operating systems, while continuing to remain relevant to your current legacy environment and investments. Prospero can be implemented in days, not weeks and allows you to convert your exis

Join this session to learn about the low code AI capabilities in the Power Platform using AI Builder. 

We will explore different AI Builder models & features with demos, real world scenarios, demos, best practices and much more.

Session Level: Basic

What limits your supply chain? Lack of visibility. And those blind spots bring your business to a grinding halt. In this session, you will learn how the Blue Horseshoe Supply Chain Cloud works with D365 to connect your physical assets and digital intelligence. This includes:

•Building a digital procure to pay process including automating workflows with suppliers, managing and validating documents, and creating supplier scorecards.
•Optimizing fulfillment strategies to maximize profits across channels, including building fulfillment and sourcing strategies across channels and analyzing cost-to-serve. 
You’ll also learn how D365 and Supply Chain Cloud helps you build a digital supply chain while giving you a control tower view of your warehouse and logistics operations.

Are your controls still effective in the new COVID-19 environment? RSM has developed a comprehensive COVID-19 rapid controls triage to assess and quickly evaluate your pandemic-related internal control risks.

How do you know who has access to what?  What are the best practices for managing your BC/NAV security? We’ll discuss how to create a good process to make sure employees can do what they need to and not what they aren’t supposed to.  This session will cover the steps required to set up a new user in BC/NAV.  We’ll also review the processes to assign permissions, manage user groups, set up warehouse security and how to create customized permission sets including a demonstration of the permissions recorder.  Bring your questions, real life stories, and be prepared to share how you manage BC/NAV security in your company.  This session will combine How-To presentations with interactive discussions to share best practices and fresh ideas.

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

Level: Basic 

If you are new in manufacturing or new in Business Central production module, it will be the right session for you. I’ll explain the basic concept from items setup, BOM’s, routings how to handle with Production Orders, how to post consumptions and outputs… Of course, you will see a lot of tips and trick and how to avoid mistakes in manufacturing as some of them cannot be resolved easily. For better understanding, we will build one virtual ice-cream factory. 

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

Level: Basic 

Learn how to use Docker to manage multiple Business Central environments on your own computer for testing and development. We’ll use BCContainerHelper to make it easy to get Business Central running in Docker.

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

Level: Basic

If you’re seeking a thorough overview of the manufacturing functionality of Dynamics 365 Business Central, this course is for you!

Dive in from a user’s perspective with this hands-on full day course where you’ll gain a thorough understanding of the topics below, allowing you to meet the daily challenges of leveraging Microsoft Dynamics 365 Business Central. 

Class Topics:

•Raw Material & Finished Good Item Setup for Mfg
•Create Production Bill of Materials 
•Create Basic Capacities (Work Centers & Machine Centers) & Routings
•Create, Process, & Finish a Production Order 
•Lean Manufacturing Capabilities for Auto Reporting of Material & Labor
•Manufacturing Setup 
•Sales Order Interface to Production Orders 
•Reorder Policies for Purchases, Production, Transfers, & Assemblies
•Setup Forecast for Planning (MPS/MRP)
•Planning Worksheet (Optimize creation of Purchase, Production, & Transfer Orders)
•Subcontracting (Outsourcing of Production Processes)
•Advanced Capacity (Infinite/Finite Methodologies)
•Shop Loading (Managing Shop Floor Schedule)
Audience: This course is intended for users who want a working knowledge of the basic and advanced functionality in manufacturing. 

Level: Beginner to Intermediate

Prerequisites:

Before attending this course, students must have: 

•A basic understanding of Microsoft Dynamics 365 Business Central or Microsoft Dynamics NAV
•A basic knowledge of Inventory in Microsoft Dynamics 365 Business Central or Microsoft Dynamics NAV
•A basic understanding of manufacturing terminology and processes 
Preparation: Please bring an internet capable Windows PC to class for the Academy’s hands-on training environment.

Plugins are at the core of custom development for Xrm. This session will look at the common pitfalls of plugin development, and the tried and true best practices for having powerful yet easy to maintain plugins by correctly utilizing a common plugin base and plugin framework.

Leaning Objects:

•     Automatically prevent some of the most common causes of plugin infinite loops

•     How to log every Organization Service request without writing code

•     How to declaratively execute different code based on the plugin context without any if statements, and more!

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

Manufacturers rely on key reports to provide them with actionable insights. Reports such as capacity utilization, costing, and work load are just a few that need to be on your dashboard. PowerBI helps you combine data from multiple sources and quickly process mountains of data into meaningful and useful information. 

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

Level: Intermediate