You may already know that Dynamics GP Workflow can automate approval processes — but what exactly does that mean? This session will review the functionality behind the GP workflow, available transactions and master records, and how the approval process is completed and tracked. We’ll also cover some tips and tricks for setting up steps and conditions to make your approval process flow as required.  And what about Power Automate?  We will explore where this fits and compares with GP Workflow.

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.

How much Data is too much? Are smartlists and reports running at a snail’s pace?

Let’s discuss Data clean up and Maintenance practices.

We’ll cover GP Utilities and Routines that can assist.

We’ll review GP data archiving options.

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.

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.

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

Understanding how data from AP, AR,  Inventory, Project, Sales Order, and Purchasing end up in the General Ledger is critical for reporting.  Make the most of Quick Query and other tools by understanding where data originates. 

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

Level: Intermediate

Welcome to the GPUG General Session here at Community Summit NA 2020 as we gather virtually as a community for the very first time!  In this jammed-packed session, you’ll hear from GPUG’s Board of Advisors Chair, Michelle Kocher.  Then, get a first glimpse at the October 2020 release of Microsoft Dynamics GP with Abra Gilman (Collins Computing) and Terry Heley (Microsoft) as they show off what’s now available from our friends in #FabulousFargo.  Afterwards it’s Lisa Lucas, GPUG Program Manager, revealing  the 2020 GPUG All*Stars based on your votes.  Don’t miss out as we wrap up the first full day of Community Summit in style!

Taxes are a necessary annoyance for every organization.  Depending on where you do business, you will most likely be subject to either sales and use taxes or Value Added Tax.  During this session, we ‘ll review how each of the tax types are used and how to set up Business Central to record and report on these taxes.  We will focus exclusively on the functionality within Business Central and will not review add-on extensions. 

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

Level: Intermediate

The COVID-19 outbreak has forced businesses to change the way they operate overnight, having to do more with fewer resources and shifting priorities. The need for automation has become clearer than ever to increase efficiency and free up teams from mundane tasks, such as sales tax compliance. 

Managing sales tax can be complex and time-consuming, yet failure to comply can leave a business open to audits and significant fines. Automating tax compliance can reduce that risk and free up teams to focus on higher value projects. Want to learn more? Join our session to discover the benefits of sales tax automation, and how to choose the right technology for your business. 

You’ll learn: 

•    The challenges of tax compliance 

•    Which industries typically have the most compliance risk

•    How to know when your business should pursue tax automation to maximize ROI

•    Tips to identify and implement the right automation software

In these uncertain times, the last thing you need to worry about is tax compliance. Don’t miss this session to make sure your obligations are being managed properly and efficiently.

Attend this session to be entered to win the new Xbox series X – exclusively for Avalara session attendees! Winners will be selected at random, based on session attendance.

Dynamics products Avalara works with:

•    Microsoft Dynamics 365 Business Central

•    Microsoft Dynamics 365 Finance & Operations

•    Microsoft Dynamics GP

•    Dynamics NAV

•    Microsoft Dynamics SL Microsoft Dynamics AX

Do you have to maintain large numbers of service items?  Do you need to track components, service contracts, warranty status, and history?  During this session we’ll review the basics on using the service management module to track and maintain service items. 

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

Level: Intermediate 

Your team has a lot of questions to answer when telling the story of the financial performance of the company. Learn how to go beyond the basics of account schedule design and create the most-requested views companies want for reports. You’ll understand how to leverage dimensions in multiple ways to add depth to financial reporting and even learn how to create efficient Excel shells to easily do a simple refresh of the numbers each month – no more dumping the trial balance and reformatting! Increase your ROI of using NAV/BC and create fantastic reports using a tool you already own! 

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

Level: Advanced 

Join us as the Teams who participated in the Hackathon present their solutions and the thinking that went into them.

Level: Basic to Intermediate.

Power BI is a great sandbox environment for report design. However, knowing how to leverage visuals and features in a way that adds additional value can be challenging. New visualizations and features can be created a number of ways including: layering visuals, customizing visual formatting, and/or utilizing DAX measures. 

The session will include a series of visualization and reporting techniques that you’ll be able to leverage in your company’s reports to take them to the next level.

Session Level: Intermediate

Excel is a product that is used by over 750 million people.  We will show you many tips, tricks, and new functions that you can use instantly.  Many of these will be items that will enhance your daily work.  The session will include introduction of Excel formulas and functions, introduce visualizations, and show how to create dashboards based off of large data sets. 

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

Level: Basic

A well thought out Power BI data model can make creating a well functioning report a breeze. Relationships form the core of any model, but what if the relationships you have won’t allow the calculations you want? Do you want dimension tables to filter each other? Should a fact table filter a dimension? By getting creative with your DAX measures, it is possible to do this and more, while still keeping the model functional. 

This session will introduce and explain several DAX functions for manipulating relationships including CROSSFILTER, USERELATIONSHIP, and TREATAS.

Session Level: Intermediate

Upgrade and implementation considerations can be particularly daunting for organizations with fewer than 150 users. We’ll look at all the considerations for upgrade or re-implementation including cost, hassles, customizations and code base moves from the perspective of the small organization. We’ll answer the following questions:

•    How will be the environments on the cloud/Azure or on premise? How many environment will we need?

•    What are the advantages/disadvantages in doing fresh implementation/s upgrade? 

•    How to handle the code base and data migration?

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.

Microsoft is releasing new features and capabilities twice a year, and has essentially folded Dynamics 365 into the Power Platform.  With this change, the role of an administrator is expanding into different technologies and ways of solving business problems.  Join us for a discussion of how the Power Platform expands the toolset admins can use for solutions CRM may have fulfilled in the past, and how to keep up with changes and new offerings.  Making design decisions is now more complex than ever – let our discussion give you guidance on where to start!

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

Upgrading from NAV to Business Central is a challenge for most businesses—time consuming, tedious, and complex. As experts in upgrades, we’ll demonstrate tools, automations, and concepts that help you speed up processes to make upgrades faster and easier.

1) Learn to understand how automated tools can help speed up the upgrade process and give better performance/reliability for your next upgrade.

2) Use this knowledge to build your own tools.

3) Use this knowledge to discuss these concepts with your upgrade partner.

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

Level: Basic

Do you use the Inventory module in GP?  Then you should use HITB.  The HITB was designed to be your inventory subledger to the GL.  There are gaps in capturing all the data if you are currently using the Historical Stock Status report as subledger, but HITB captures it all.  The gaps will be exposed, the process defined, and you will be empowered to overcome the possible objections from the accounting team.

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.

Get crystal clear clarity on the key differences between an upgrade and a re-implementation. We’ll provide a brief analysis on the cost, time, technical challenges, and the final output of these two different paths to updating Dynamics NAV. We’ll also discuss what critical factors lead companies to upgrade or re-implement. We’ll also answer questions about your unique scenario to help guide you to make the best decision for your company. 

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

Level: Basic 

Your organization’s success is increasingly reliant upon the organizations that make up your supply chain. You may be utilizing multiple solutions from different companies, and trying to figure out the optimum way to have them all work together. TrueCommerce is the most complete way to connect your business across the supply chain – integrating everything from EDI… to digital storefronts and marketplaces.  Please join this session to learn how your business can grow to the next level of profitability and cost savings by leveraging TrueCommerce. 

Topics will include Dynamics 365 integration for: 

o    EDI for Customers, Vendors/Suppliers and 3PL Warehouses

o    Storefronts

o    Marketplaces

In this course users will learn how to modify Dynamics GP Word Templates. These modifications will include adding new fields, removing fields, changing formatting, and other company requirements. GP 2010 or newer (versions applicable).

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.

Remote working is more important than ever. In this session, learn how GP Workflow can support approval paths and rules for GP documents and master records with remote approval capabilities. See how to setup a basic Workflow to approve transactions or batches and learn about options for conditional approvals, escalations, and what is needed to enable mail notification for remote approval.

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.

Learn about free tools that allow you to carry on daily duty as a DBA or SysAdmin to manage your Dynamics GP environment. Get to know where to look for free tools when it comes to manage your systems and grab scripts and tools from the GP Community to help!

Ever need to look in multiple places to understand a customer’s profile? Ever find that prioritizing leads and nurturing prospects are challenging? Is your customer information lacking?

Customer Insights uses AI and Machine Learning to provide a 360° customer view. With Customer Insights, Dynamics 365 delivers the ability to connect to multiple data sources, model profiles of customers, their interactions and insightful KPI’s.

In this demo heavy session, we’ll demonstrate building a customer profile and show how you can use the results for increasing sales, marketing and service effectiveness. Then display it inside of PowerApps, Mobile, and BI tools.

Everyone knows that Excel is the “go-to” program when creating financial reports. However, when you export a report from legacy tools such as Management Reporter into Excel, you have no ability drilldown on the numbers. Wouldn’t it be nice if you could? 

With ActivReporter, you CAN! 

Join this session to learn how you can completely replace Management Reporter with ActivReporter. ActivReporter can produce financials with multiple periods, multiple budgets, multiple companies, foreign currencies, and much more. And for any number in any ActivReporter Excel financial, you CAN drilldown to the underlying detail and then drillback to the posting in Dynamics GP.

This session is for developers who would like to discover new ways to build reports that are even more useful to the business. Learn how to develop advanced SSRS reports using precision design in Microsoft Visual Studio. See the importance of Controller, Contract, UI Builder and Data Provider and hear us explain how to call multiple reports and develop complex report designs.

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.

As a System Administrator, you have an out-of-the-box toolkit available to help increase user adoption (and overall happiness) of your end users. In this session, we will review goals to enhance user adoption, understand what is in your configuration toolkit (like field level mapping, business rules, UI controls and much more!) and teach you how to implement them. This session will be a combination of slide deck and live demos. Questions and engagement throughout the session is very much encouraged!

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

In this exciting, yet practical hands-on course you’ll learn how end users can configure Microsoft Flow to create customized emails and approval processes to people both inside and outside of Dynamics 365 F&O, based on the new Business Events framework. You’ll learn how alert rules, workflows, change-based events, and much more in F&O can act as triggers to perform functions outside of the system.

Learning Objectives

Following this course you will be able to:

•Explain the basics of Business Events
•Explain the basics of Microsoft Flow
•Create alerts in F&O that trigger a Flow
•Create a Flow that triggers off a change in F&O
•Create an approval process in Flow based on a Business Event in F&O
•Update a record in F&O when an approval is completed
Preparation: Please bring your own internet capable Windows PC to class for the hands-on lab portion/class exercises.