Now more than ever it is crucial to make use of the technology readily available to help keep your business productive and competitive. Today, organizations can leverage near real-time business intelligence (BI) to make data-driven decisions to drive better business outcomes, collaborate more efficiently and empower all users become data heroes.
No X-ray vision needed; Power BI enables organizations to connect to and visualize data using one unified, scalable platform which allows you to see your data through a single pane of glass.
Uncover hidden data insights through readable charts and powerful dashboards. Create accurate forecasts, fine-tune operations, become more agile and responsive, all while maximizing efficiencies in ways that simply weren’t possible in the past. If you’re not putting those analytic models to work for your business, you may be missing potential opportunities to improve cash flow and become more competitive.
During this session we will show you how to utilize powerful end-to-end business solutions by connecting cloud computing, Microsoft Power BI and Dynamics AX/F&O to transform your business.
Microsoft Session: Ask the Engineering Experts (Finance, Project, and Human Resources)
Bring your questions – the engineering leaders will have your answers! This session is a dedicated Q&A session for anything you saw during the What’s new for Dynamics 365 Finance (including Globalization), Project and Human Resources breakouts.
This session is appropriate for all levels, starting at Basic.
All levels welcome. Take a journey with MVP Chris Cognetta, where he has deployed several apps in Real-world scenarios. Take concepts, best practices/tips and your business challenges, and come out inspired to build your own apps. Most attendees are motivated/encouraged enough to build their very first app the same day.
Power BI is being implemented at many organizations at a rapid pace. Unfortunately doing so without a plan can lead to “wild west of reports” with everyone doing their own thing, lack of governance, standards and potential for poor adoption.
During this session I will provide you with tips, use cases and a best practice framework that has been refined from hundreds of successful enterprise scale implementations. You will leave with the confidence to implement Power BI, create your own center of excellence and ensure success at your organization.
Session Level: Basic
Commerce was already experiencing challenges stemming from a changing geo-political landscape and rapid evolution of consumer preferences towards more personalized and unified shopping experiences. COVID-19 significantly hastened these trends and also highlighted new imperatives of resiliency. Join this session with Microsoft Dynamics engineering leaders of Commerce to hear about latest product features and plans. Get insights into how the Connected Commerce suite of products can help you thrive in these challenging circumstances.
This session is appropriate for all levels, starting at Basic.
Learn how to use Imperative development techniques in PowerApps to increase their … power. Use advanced mathematical formulas on table records. Understand best practices to test your application to make it bullet proof and improve performance of your application. Make your application robust and resilient by implementing offline capabilities.The content of this session is geared toward an audience with advanced-level knowledge of the subject area.
When establishing security roles in Microsoft D365, it is important to institute a robust security design with minimal security risks resulting from Segregation of Duties (SoD) conflicts and excessive sensitive access. Failure to reduce SoD conflicts and needless SA will result in unexpected risks and audit findings due to a lack of checks and balances in place. The out-of-box security roles inherently contain security risks that when assigned to users, foster a risky environment. In this session, we will discuss security risks, security design, and how to implement the security roles in D365.
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 from our engineering leads for Supply Chain Management of all the great investments being made for Wave 2, 2020. This session will cover Inventory, Warehouse Management, IoT, Asset Management and all things Supply Chain Management related.
This session is appropriate for all levels, starting at Basic.
“What gets measured, gets managed.” – Peter Drucker In this session we will dive into how to setup dashboards that can actually be used to improve results. You’ll learn about the 5 categories of dashboards, a process for designing dashboards, 3 of the frustrating limits of CRM dashboards and how to work around them. You’ll also learn the top 10 best-practice metrics for sales reps, customer care, marketing, managers and executives – and a visualization of how they should look in CRM dashboards.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
Additional credit management functionality has been added to Dynamics 365 to enhance your ability to better track credit limits for customers, block sales orders from credit risk customers, and automatically release sales orders from credit holds. In this session, we’ll demonstrate how a customer’s environment was configured to maximize the use of this new feature. We will demonstrate multiple ways in how the credit management functionality better served the customer’s business.
This session is geared to users with a beginner to intermediate-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
Microsoft Session: What’s new in Dynamics 365 Finance, Project Operations, and Human Resources
Learn of the new capabilities being released as part of Wave 2, 2020 for Dynamics 365 Finance (including Globalization), Dynamics 365 Project Operations, and Dynamics 365 Human Resources. During this session you will take away what is new and how each of these offerings complete your business requirements.
This session is appropriate for all levels, starting at Basic.
As 2020 progresses, finance departments are tasked with becoming leaders in digital transformation by creating resilient organizations that can manage business disruption in AP and procurement processes and prepare for unknown challenges that lie ahead. These initiatives will be crucial in determining which businesses will bolster productivity, enable a remote workforce and drive growth and which will fall behind. Attend this solution showcase to learn:• How Dynamics users are using digital transformation in the “new normal” to achieve a truly touchless invoice management process• The importance of automation in establishing visibility and control of cash flow, DPO, and liabilities across all entities globally• Why finance organizations are leveraging cloud-based automation for accounts payable as a priority in 2020 for ensuring continuity across their organization• The importance of leveraging Microsoft’s Preferred Solution to meet the needs of your existing ERP(s), while being flexible enough to support your operational requirements through upgrades and changes
While PowerPlatform offers connector for Business Central to 50+ prebuilt exposed API’s, there are reasons why you would need more. And this ‘more’ can come only through custom connectors. That means if you add some custom field, or if you want to connect PowerPlatform with nonexposed tables, you will need solution.
In these scenarios you need to build API’s and custom connectors. This is not so complex but requires a bit different approach. At this session, you will see how to expose custom API, how to build custom connector and create Power App and Power Automate based on custom scenarios.
This session will be available for CPE credits pending completion of session survey post event.
Level: Advanced
As the migration team continues to build out the migration tools we will take a high level look at the functionality of the migration tool and learn about the enhancements that allow you to migrate to Business Central online from your NAV/Business Central on premises solution.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
A fast-paced and demo-heavy tour of advanced functionality in Power Query with case studies based on problems seen in the field with consulting clients. This session will introduce the M language through a series of demo exercises.
Attendees are expected to be comfortable with Power Query, but need not be advanced.
Don’t miss this top rated presentation from the Power Platform World Tour – enhanced with new and expanded material.
Session Level: Intermediate
Migrating to D365 for Finance and Supply Chain? You don’t have to Throw Away you POS Investments!
In this session, we will through implementation journey of customer who retained their POS investments and using power of Dynamics 365 F&O for Finance, Purchasing, and demand planning operations. Many retailers have investments made in POS systems over the years with many proprietary investments. You don’t have to throw them away if you want to utilize the power of Dynamics 365 Finance and operations. The Dynamics 365 platform is built with rich integration capabilities and can support a strong backend to your POS. While Dynamics 365 has rich retail/commerce functionality, application was architected to support taking a supporting use case and adapting the platform in an agile method.
By end of this session, you will understand:
-Key integrations
-Designing a functional architecture and keeping it simple
-Rich Integration Toolbox with Dynamics and use cases
-Validation and testing strategy
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 post event.
A roundtable discussion of how different roles in the organization utilize data from DSL in different ways. How can technicians, business team members, departmental leaders and executives all work together to narrow the gaps in information and break down silos between different areas of the enterprise.
Level: Intermediate
Migration: From Microsoft Dynamics GP on premise to Microsoft Dynamics 365 Business Central online
The migration team continues to build more value and efficiency in the migration tools for Dynamics 365 Business Central. Learn about the latest enhancements added to the migration tool with the 2020 release wave 2 that enables a Dynamics GP customer to migrate even more data to Business Central online.
Are you new to GP? Have you tried cutting a check and for some reason it printed all open invoices? Maybe you’d like to use ACH, but after you set the vendor up a check still printed! Do you find yourself changing the invoice date to “make it work”? Come join us as we discuss all of the payment options in GP and how to build a payment batch so that you only pay what needs to paid. 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.
If you’re a Microsoft Dynamics user, a whole new world of cost savings and customer satisfaction has just opened up to you. Available through Microsoft AppSource, BluJay Gateway for D365 is a Microsoft Certified Dynamics 365 Finance and Operations Module that provides secure, real time and easy to manage integrations between BluJay’s transportation and global trade solutions and Microsoft Dynamics.
Learning Objectives:
•Designed for D365FO users
•Fully integrated with Microsoft Dynamics 365 Finance and Operations
•Superior cost management & automated workflows
•Frictionless Trade Compliance and enhanced customer service
•Enhanced Parcel and TMS Solutions
This session will provide information on how to take advantage of Master planning ability to arrange suggested production orders in a specific sequence, making the production floor much more efficient. Learn how to configure the system so you can run a production order in a specific sequence. For example, you might use it to reduce clean up time production orders are running from lightest color to darkest color or package all 4 oz bottles then all 8 oz bottles.
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.
Microsoft Dynamics GP and AP Automation from Yooz, the Perfect Duo for the Ultimate AP Workflow
There is no doubt that Microsoft Dynamics GP can improve account payables operations for all types of businesses. This ERP gives you peace of mind that your AP processes are being implemented smoothly day to day. Now imagine what you can achieve when you pair this powerful ERP with Yooz, the leading AP automation solution on the market. Achieve the highest level of automation with completely paperless AP, the fastest processing times with same day invoice approval, and unmatched savings for maximum ROI. Join us to learn why integrating Microsoft Dynamics GP with our AP Automation solution is the key to achieving your best AP workflow yet. Hosted by Casey Dial, Regional Director of Sales at Yooz North America.
BluJay’s Transportation Management Solution: One Platform and Workflow for all Transportation Planning, Execution, Settlement, and Procurement
Our Transportation Management solution is an all-inclusive transportation hub focused on simplifying, optimizing, and providing visibility to all transportation activities regardless of mode or geography. With one platform and workflow for transportation planning, execution, settlement, and procurement, Transportation Management delivers increased efficiency and reduced spend.
Learning Objectives:
•Centralize control of the entire transportation process
•Provides visibility across the entire Global Transportation Network (GTN)
•Quicker ROI with self-funded tool; typical payback within 6-9 months
•Agile, scalable platform adapts and grows with your business
•Delivers better customer service, with flexibility to respond to changing demands
This session will be a refresher on the components that make Microsoft 365 a compelling platform as well as diving into specific use cases of the components within the stack that include enterprise mobility and security.
A tips and tricks seminar on how to be able to organize and manage canvas apps with extremely large amounts of “”low code””.Learning Objects• Use the Canvas App Packager to be able to extract and check-in code.• How to use buttons to make smaller reusable sections of code.• Suggested naming conventions to followWhen threading actual matters.Session Level: Basic
AI Copilot Podcast
AI Copilot Podcast: Tasklet’s Bob McAdam on Copilots Increasing Sales, Back-Office Efficiency
AI Copilot Summit programming committee member shares opportunities for attendees to learn how Copilots will impact ERP and other core systems.
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