In this session, attendees will learn how to use Dynamics 365 CE as a tool to organize marketing campaigns and align marketing campaign ROI to sales success. Our discussion will begin with a live, “Art of the Possible” demo of a Marketing Command Center in Dynamics 365. We will then break down the demo step by step and discuss the strategy behind using Marketing Automation and an easy lead management process to make “SMarketing” magic happen between the Sales and Marketing teams.

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

You have been automating all your business processes with Power Automate and want to take them to the next level, but don’t know how? 

There are tons of actions that can be added to Flows but having too many of them may become extremely overwhelming, especially when building large Flows. 

Using expressions can help in reducing the number of actions a Flow can execute, which reduces the runtime of the Flow. 

In this session, you will learn how to embrace expressions, which actions can be replaced by expressions, and how to build them by seeing some awesome, real-life  solutions.

Session Level: Intermediate

In today’s business climate, where the focus increasingly is on remote work and digital solutions, user adoption has never been more important. ClickLearn ensures the success of any Microsoft D365 CE implementation or upgrade project by enabling authors to deliver more and better content for training and documentation. In this session, where we unveil a whole new user experience, you will see how you can record your processes and with a single click, produce a complete e-learning portal in 45 languages with step-by-step instructions, virtual assistance, e-learning, and process videos. You can use the virtual assistant to guide your users from within your live solution.  

You will also see how the Replay function lets you automatically update any existing content (including screenshots) to reflect updates to Dynamics 365 for Customer Engagement – including any third-party applications. This feature is particularly relevant for large, global organizations because you can also use it to automatically create language versions of your content with a single click.

The pandemic has brought on a new set of business challenges while the e-commerce industry has managed to continue growing. It’s time to get the most out of your GP solution to increase your online sales despite today’s business climate. In this session, join us as we discuss opportunities that businesses have experienced from the COVID-19 crisis and how to leverage your Microsoft Dynamics GP investment to grow your e-commerce business. We will provide you with strategies to identify e-commerce opportunities and ways to seamlessly integrate your electronic channels to increase sales and improve operations while providing an enhanced, secure customer experience.

Looking for a better way to get payroll information into the hands of your employees? Wanting to do away with mailing W2’s to everyone? Maybe you need a better way for employees to update their W4 information.

In this session, attendees will learn what it takes to get employee self-service set-up and ready to use. Discussion points will include licensing requirements, software installation needed, and set-up in GP for employees.

Then attend the next session where we demonstrate how employees will use Self-Service!

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.

In this session we will interview successful end -users on best practices user adoption. This session will particularly address the planning, alignment, and adoption strategies for SMB organization.

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

Learn how to power up your Field Service implementation with Power Automate!  Shawn Tabor & Joel Lindstrom will show you how Power Automate has helped their Field Service customers, and other tips and tricks! Flow, Flow Approvals and UI Flows will be demonstrated.

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

SmartLists, GP Reports, SSRS, Management Reporter, Excel Reports, Navigation Lists, Power BI… WOW

Feeling lost or that you’re maybe not utilizing the best reporting options in GP?

Join us as we cover…

– Pros vs cons to each reporting option

– Quick how-tos on deploying each option, accessing & making changes

– Most-used scenarios

– Best practices for staying organized & keeping your users in the right place

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.

Did your team move to remote work during this year’s global pandemic? Learn the best strategies for managing a fully- or partially-remote workforce without implementing a drastic Big Brother surveillance system.

Participants will learn valuable approaches for:

– Planning and predicting individual and corporate-level capacity using Microsoft technologies

– How to conduct virtual professional development and goal-setting meetings that staff actually find useful

– Effective coaching strategies that drive employees toward fulfilling and results oriented work,

– And more  

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

Level: Basic

If you are emailing  sales invoices, chances are that you are not doing it in an optimal way. There are many possible improvements of this process and we will describe the most beneficial ones. We’ll discuss the critical emailing shortcomings in D365FO and will show you the potential solutions. Whether you are a power user or a functional consultant, we will teach you which customizations to require from your developers in order to get the most out of your emailing 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.

No matter where your employees are working these days, it has become crucial to implement the technology and tools to ensure that our remote teams are able to stay up-and-running without missing a beat. Join this presentation to learn how MetaViewer Paperless Automation helps Microsoft Dynamics GP end users manage their payment processes efficiently, securely and flexibly.

There is nothing more frustrating than experiencing issues mid-migration from AX 2009/2012 to D365FO. In this session, you will learn how to pivot your migration and rejuvenate the implementation while maintaining the project timeline and reducing the budget. Hear directly from Dynamics user, Organogenesis, on how they dealt with issues during migration and successfully finished their project on time and on budget.

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

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

We all know the Data Lake and Azure Synapse is on Microsoft’s road-map for D365FO. Join Azure Synapse and Data Lake experts to learn more about this exciting technology and how it can transform you business into a data-driven organization!  Learn how the Canada Goose company is using these business intelligence tools enhance productivity in the company.

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

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

Join us for this session to learn how to make your reports run efficiently and the benefits of utilizing SQL Server Reporting Services (SSRS).

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

Level: Intermediate

Are you ready to think like DAX?

DAX is both a programming and query language that gives you the ability to extend what is possible in either your Power BI or Tabular data models. This hands-on DAX Bootcamp is designed to teach the fundamentals of DAX, while emphasizing the basic building blocks required to author more complex DAX calculations. 

The goal of this course is to give students the tools necessary to think like DAX and understand the ‘why’ behind how calculations work.

•Module 01 – Understanding and Defining Relationships
•Module 02 – DAX Fundamentals
•Module 03 – Creating Calculated Columns
•Module 04 – Navigation Functions
•Module 05 – Conditional and Logical Functions
•Module 06 – Creating Calculated Measures
•Module 07 – Understanding the Calculate Function
•Module 08 – Built-in Time Intelligence
•Module 09 – Interactive Functions
•Module 10 – Table Functions
•Module 11 – Working with Variables
•Module 12 – Understanding Evaluation Context (Filter and Row Context)
•Module 13 – Nested Row Context
•Module 14 – Advanced Time Intelligence and Custom Calendars
•Module 15 – Semi-Additive Measures
•Module 16 – Error handling
•Module 17 – Managing Dynamic Security with DAX
•Module 18 – Dealing with Multiple Relationships Between Tables
•Module 19 – Advanced Design Patterns with DAX
•Module 20 – Performance Tuning
•Module 21 – DAX as a Query Language
Target Audience: Business Analysts & Citizen Developers

Level: Intermediate/Advanced

Computer Requirements: Please bring an internet capable Windows laptop with the latest version of the Power BI Desktop Installed.

Learn enough basic SQL to retrieve data from your Dynamics SL database. We will focus on the select statement and joining tables together in one query. You will learn enough to use SQL with Quick Query, Excel, and reports. SQL 101 caters to those with no (or limited) SQL experience. 

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

Level: Basic

An engaged leader is effective support for your initiatives in your organization.  This presentation will focus on how to engage your leadership, to support the technology.  I will be speaking about the success I have had in my organization as well as many additional encounters with other organizations where the support was not shown, and what has been done to change the thought process of the leadership to understand why their support is so very important to the ultimate success of the organization.

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

For GP admins, there is often a need for some basic SQL skills and knowledge. You may not have an IT background, but with some light training you can find the details on how to navigate SQL Server Management Studio and perform some valuable SQL tasks. This session with give an overview of that navigation as well as cover some of those key SQL functions including backups and maintenance as well as the table structure and the intro to report writing with views. If you are a GP admin looking for additional SQL knowledge, this session is for 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.

While you know you need the tool, the headaches and politics you have to maneuver through just to get a solution can be daunting. The last thing you want is for the onboarding to drag on and suck more time from your team, ultimately decreasing morale.

Build on your basic knowledge of T-SQL queries to present Dynamics SL data in a useful and readable format.  We will use T-SQL string functions, data type conversions, and the LIKE operator with SQL SELECT statements to format, join, and filter Dynamics SL data. Upon completion of this session, participants should be able to:

•     Build T-SQL queries to present Dynamics SL data in a useful and readable  format.

•     Understand and use SQL string functions and data type conversions with Dynamics SL data.

•     Understand and use the SQL LIKE operator when filtering Dynamics SL  data.        

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

Level: Intermediate

Flip your organization upside-down and see what comes out!

In this session, you will learn a simple technique for changing the culture inside your organization, which can result in increased process efficiency and reduced costs.

This approach is not just for manufacturing! A continuous process improvement culture can be effective for all functional areas (finance, IT, warehouse, sales, etc.) and all types of businesses (grocery stores, law firms, hospitals, distribution centers, and much more). If you have any process at all, this method can help you!

Join us and see how continuous process improvement works and how you can start implementing it in your organization today.

Leverage the power of SQL Server to create queries and reports from all of the data from GP.  This session will take a tour of Management Studio and walk through the basics of writing basic SQL queries and creating Views to be used in multiple locations in GP.  Topics will include using Management Studio, basic joins and functions, creating views, and using your views in Smartlist, Smartlist Builder, SQL Reporting Services, and any other reporting tool that you might use.

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.

Have you ever found yourself stretched too thin? Do you simultaneously feel overworked and underutilized? Are you often busy but not productive? Do you feel like your time is constantly being hijacked by other people’s agendas? If you answered yes to any of these, Greg McKeown’s book on Essentialism may be the answer.

In this session we’ll look at the book Essentialism: The Disciplined Pursuit of Less and how you might be able to apply it to your situation. Essentialism isn’t about getting more done in less time. It’s about getting only the right things done. The idea is to  identify what is absolutely essential, then eliminate everything that is not, so we can make the highest possible contribution towards the things that really matter.

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

Level: Basic 

We have all heard of SQL Profile, but did you know that everyone should use it? It is  very powerful tool for anyone that has access to SQL and I will show you how anyone can use it.

SQL profiler is not just for a DBA, anyone working with SQL should be using this valuable for their SQL data. You will learn what SQL profiler can do to make you everyday life easier and how to use it for your benefit as a power user.

For the GP users, we will show a few GP specific examples.

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.

Business Central Configuration Packages are a convenient, powerful tool for importing data into Business Central.  But they are more than just a data migration tool!

In this session learn how to use Configuration Packages, how to prepare data for import, and learn a few neat features, tricks, and limitations of Configuration Packages that will help you better understand and navigate Business Central data.

•What are Configuration Packages?
•How to setup a Configuration Package
•How to prepare data for import into Business Central
•Testing your Configuration Packages
•Reviewing errors, correcting errors, and applying package data
•Performance considerations  
This session will be available for CPE credits pending completion of session survey post event.

Level: Basic 

SQL Reporting Services is Microsoft’s powerful reporting engine that can allow you to deploy reports to your entire organization.  With the integration of Power BI visuals, SSRS can be the one-stop shop for all of your reporting needs.  This session will look at the setup and deployment of SSRS in your organization and some report designing tips and tricks to take your reports beyond simple tables of data!

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.

We are all familiar with two types of apps within the Power Platform – canvas apps and model-driven apps. Canvas apps provide complete control over user experience whereas model-driven apps are more data-driven with comparatively lesser user experience flexibility. Now how about having the best of both worlds? That’s where embedded canvas apps come into play. Simply put, they are canvas apps within a model-driven form. This session takes you through the experience of creating and embedding a canvas app into a model-driven form and overcoming challenges with embedded canvas apps.

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