No need to convert from C/AL and customization to AL and Extensions lock, stock, and barrel. Learn how to take a hybrid approach by moving your base pages to AL, but keeping other code in C/AL. In addition to reducing upfront effort and cost, it’s a good solution to accommodate your ISV solutions that have yet to fully transition to Extensions. Learn the what, why, when, and where to apply a hybrid methodology to your Dynamics NAV/BC system as you evolve to Business Central and how to make smart decisions related to hybrid upgrades that make sense for your business. 

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

Level: Intermediate

Bring your App questions and challenges. We’ll build apps for Business Central live at the workshop.

Level: Intermediate

This session provides a review of: 

•how foreign currencies are setup,
•how to assign currencies to customers, vendors and bank accounts
•how these rates flow into Sales and Purchase documents, 
•how the rates can be overridden as needed and 
•the related periodic activities
This session will be available for CPE credits pending completion of session survey post event.

Level: Basic

Bring your App questions and challenges.  Erik will continue to build apps for Business Central live in front of you and answer questions/challenges that you are currently facing.  

Level: Intermediate

The decision to move your mission-critical business applications to the cloud is no longer IF but WHEN. Chances are you’re already successfully running applications in the cloud today. Cloud-based payroll, HR benefits, marketing automation and email are amongst the many available solutions that companies have been managing online for years. Historically companies hesitated to move business applications like GP, SL, NAV, AX and CRM to the cloud, but to stay competitive and drive business continuity, the time to migrate is now.

Regardless of your company size or industry, recent events have shown us how important moving to the cloud is for all businesses. As companies went to being fully remote for months, some found that their on-premises solutions could not accommodate a virtual work force and caused unnecessary problems with day-to-day operations. Real-time secure access to data, regular back up provisions, remote access for all users are just some of the cloud benefits.

In this session, learn best practices on how building an effective migration strategy and plan will support a successful move to the cloud and help maximize your business application investments.

Come learn how the James M. Pleasant Company (JMP) improved its CE quoting process with an integration to sales orders in Finance and Operations.  JMP leaders will show their solution using  Power Automate (Flow) to send  quotes from CE to Sales Orders in D365FO. The solution allowed the company to standardize its packaging options – live data pulling from one source! If time permits, we will showcase a few other ways JMP is using the Power Platform.

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.

If you haven’t been paying attention to PowerApps and the Power Platform lately you are missing a massive shift in the world of Dynamics 365 Customer Engagement.

As far as I’m concerned, Dynamics 365 Customer Engagement consulting, implementations, architecture, and approach – the entire CRM game – has changed forever; and we can’t wait to tell you what’s happening.

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

Geared to experienced Workflow builders and Power Automate novices, this will teach Dynamics 365 users how to make the jump to Power Automate. We will cover existing D365 workflow steps and how to replicate them in Power Automate, where you still want to use classic workflows over Power Automate, and of course some of the cool things you can only do in Power Automate such as querying for data other long requested features.

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

Dynamics NAV and Dynamics 365 Business Central development practices are changing rapidly. Moving from C/AL to AL, Visual Studio Code, code repositories, developing for AppSource – everything is a moving target. Learn about current practices to ensure you are developing for the future. 

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

Level: Basic

Whether you’re a supplier, manufacturer, or a buying organization, join Chrissy Mathison to explore how our Full-Service EDI solution can help automate your network, reduce manual entry and save you time and resources.

The question isn’t if, but when, to make the move to the Cloud. In this session, we will go through the process of migrating a customized on-prem solution to D365 Business Central. We will also cover how you manage your Business Central environments in the cloud. 

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

Level: Basic

Whether you’re a supplier, manufacturer, or a buying organization, join Chrissy Mathison to explore how our Full-Service EDI solution can help automate your network, reduce manual entry and save you time and resources.

Back by popular demand!  Pricing can have complicated requirements. D365FO can support these complicated business requirements in many different ways.  In this session, learn how sales pricing can be defined starting with a base price and adding layers of complexities through various options, such as: Trade Agreements, Customer Rebates, Trade Promotions, Commodity Pricing and Attributed Based Pricing.  See how Price Details and Margin Alerts can also be used to understand the final calculated price.

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.

In this session, 3 MVP’s will demonstrate some out of the box uses for the Power Automate.  Most are personal use cases.  The audience will vote on who has the coolest apps, giving that MVP bragging rights for the year. 

This is a great opportunity to help you, the attendee, generate ideas for your own use cases.  We’ll even leave room at the end for Q&A.

Session Level: Basic

Over the years we’ve witnessed a huge shift in the role of Finance – from a tactical focus on the numbers to a more strategic, value-creative role.  With increasing data volumes and disconnected applications that don’t talk to each other, many find the role change challenging to adopt.   By offering a single source of truth, insightsoftware’s solutions save countless hours of unreconciled Excel mania allowing finance teams to effectively plan, run, and optimize financial processes.   

In this session, you will discover what a modern, integrated technology stack for the Office of the CFO looks like. See how you can: 

•Drive more accurate plans, forecasts, and reports for confident decision-making 
•Shrink cycle times to support today’s post-Covid need for more frequent reporting and forecasting 
•Increase end-to-end productivity, freeing time for strategic analysis

Often as we upgrade through version of GP, we don’t stop to really learn the new navigation options.  Join this class to learn about the Navigation Pane & Lists, along with many other time saving tips.

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.

Smart is sexy and understanding what’s new in Business Central will make you the most interesting person at virtual cocktail parties. With Business Central at the core, we’ll show you the hottest integrations with Microsoft 365 and Power BI. KPIs are king and at your fingertips. See how you can report available cash, sales profitability, inventory value, and net income. With personalization tools and an enhanced user experience, everyone has the ability to work how they want in Business Central.

Join ArcherPoint’s Gwendolynn Massie, a 21-year Dynamics veteran and lover of all things Business Central, for your tour of the features that make you go “wow!” and make everyone see you for the rock star you are.

Do you want to drive value and deliver results for all of your technology initiatives?  Join AXIA Consulting’s Greg Pitstick to learn how to quickly identify the areas of your business that can be changed to deliver bottom-line results such as reduced inventory, increased on time delivery, reduced costs and increased margin.  During the informative session we will show you:

•     How to identify the real opportunities to generate bottom-line value from your Microsoft ERP implementation

•     How to achieve the results using your existing Finance & Supply Chain implementation or with a new implementation.

•     Pitfalls and traps other companies encountered when trying to achieve improvements

•      A reusable framework you can use to identify, quantify and deliver results

•     Real-world examples and results!

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.

The Dynamics GP add-ons we offer were developed based on customer wish lists. We will review some of our most popular products, and also talk about a few custom projects that led to new products. We would also like to hear from you about YOUR wish list, is it our next great product?

Companies are planning on how to safely reopen offices and have employees working safely in-person . During this session, we will cover how the Power Platform can help you decide when it is safe to reopen, manage risk of exposure at your workplace, track who will be in the office, and identify potential exposure. This session will cover Microsoft’s Return to Workplace solutions, custom solutions with Power Platform, and using AI to automatically track occupancy limits.

This demonstration will provide key concepts of Logic Apps for integration requirements, and how they work with Dynamics 365 Finance/Supply Chain.

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.

MetaViewer integrated with Dynamics 365 for Finance and Operations provides intelligent technology and scalability to allow businesses to grow at their own pace. Join this session to learn how adding MetaViewer to D365FO offers paperless automation, Touchless processing, full visibility and advanced functionality beyond AP automation and more.

A collection of useful tips to help you work faster and more efficiently in Power BI. Topics include best practices and recommendations for improving the loading and modeling of data, leveraging parameters, creating date tables, time based calculations, measures vs. calculated columns, using report themes, bookmarks, and templates, ideas for faster creation of reports, and more.

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

Connecting to the Common Data Service (CDS) with Power Automate connectors can sometimes be confusing. 

In this session we will explore the Power Automate CDS Connector to understand: 

•The triggers and actions 
•How to filter data
•Fetch XML options
•Bound actions
•Other tips & tricks
You will leave the session with a better understanding of your options when connecting to CDS with Power Automate.

Session Level: Intermediate

Cash position is everything in these difficult times. SL has tools in AR, AP, and cash manager to forecast cash inflows, outflows, and current cash positions.   Find out how to properly configure SL to take advantage! 

Level: Basic

There’s nothing more powerful than the efficiency of paperless automation combined with Microsoft Dynamics 365 in the cloud. During this session, our automation experts will show you firsthand how together MetaViewer and Business Central increase financial control and end-to-end visibility of the supply chain for streamlined and strategic business decision-making.

Lets talk about those confrontational situations that happen once in a while during Dynamics 365 Implementations and what is the best way to manage them or diffuse them.

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