A User Summit CLASSIC. These tools are free and you didn’t know they exist. You are going to wish you knew about these since the day you started working with Dynamics 365/CRM. 90% of this session is demo-based.

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

Now, more than ever, you need efficient processes to get packages delivered to your customers’ docks and doorsteps. In this session, you’ll learn about how the Blue Horseshoe Supply Chain Cloud works with D365 to help you: 

•Use D365 data to connect directly with top parcel carriers like USPS, UPS, and FedEx to get accurate shipping estimates, generate carrier compliant labels, and more. 
•Manage asset movement and freight handling across your logistic network including equipment, drivers, dispatch, and settlement.
•Optimize routes, save fuel, and increase driver efficiency. 
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.

Come learn from two D365 implementation experts about the lessons they have learned in their combined 8+ D365FO implementations and upgrades.  We will discuss everything from ISV readiness, unexpected costs, partner relationships and internal team involvement, readiness.

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

This session is ideal for accountants who are responsible for creating and generating financial reports for their organization but have little training with Management Reporter for Dynamics GP and SL.  Learn the basics of report building blocks and leave with the know-how to create four key financial statements within Manager Reporter:  Trial Balance, Income Statement, and Balance Sheet.  Discover the power and flexibility of reporting trees and get the skill you need to present useful data to your executive team. 

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

Level: Basic 

Join Sarah in this session where she will go through the top 10 things you probably won’t know related to Microsoft Technologies in Customer Service. This session will cover features WAY beyond just the base Customer Service app, and sure you’ll probably know a few, but will you know them all?! Tune in to find out and get up to date with Customer Service functionality.

Learn how to add custom UI components for both model-driven and canvas Apps in this new world of the Power Platform. This session will explore the Power Apps Component Framework (PCF) gallery, walk-through the process of adding PCF components to your environment, look at some best practices and provide some resources for reference.

Session Level: Intermediate

We’ve taken the time to connect with several GP consultants, ISV’s and end users to come up with a list of 20 things you should never do in GP.  Let’s learn from each other’s mistakes so that we never find ourselves in a situation that isn’t very desirable. Join us to learn some of the biggest issues clients face with Dynamics GP and how to open a proper support case with your IT team or partner.

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.

You already know that Power BI is a powerful tool for visualizing and presenting your data, but where do you begin? 

In this session,  we’ll provide you with a path for getting started and explain the differences between the desktop and service, Power Query and DAX, and different methods of sharing.  This will be a demo-rich session with our favorite tips and tricks we’ve learned over the years, as well as pitfalls to avoid.  

You will leave with everything you need to get started, including samples and resources to keep you on the path to Power BI success.

Session Level: Basic

We’ve taken the time to connect with several GP consultants, ISV’s and end users to come up with a list of 20 things you should do in GP.

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.

This targeted hands-on class is perfect for developers who are itching for an introduction to AL development to Microsoft Dynamics 365 Business central from scratch.

Class Topics:

•Introduction to VS Code Editor and AL Programming.
•Becoming familiar with creating new objects in AL.
•Becoming familiar with extending Base Microsoft objects using Events and Subscriptions.
•Understanding Report Development and word/RTC Layout in AL.
•Using In-Client Designer.
•Publish and Maintain Extensions.
•Using Debugger with VS Code.
Audience: C/AL Developers and new Business Central Developers

Level: Beginner

Preparation: Please bring an internet capable Windows PC laptop with Microsoft Dynamics 365 Business Central installed for use in hands-on labs. 

Prerequisites: Visual Studio Code

David Allison, CPQ Product Owner for Cincom, will share insights into the problems that CPQ Buyers face, a few issues that no one is currently addressing, and how CPQSync may offer solutions and insights for Partners and Customers of Dynamics365CE.

Join us in this session to go through all the slicing and dicing options you can do in SmartList – including SmartList Export Solutions!

Leaning Objectives:

Learn all the components of SmartList

Streamline your searching functionality

Learn how to deploy Excel Refreshable Reports

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 paper do you think goes in and out of your accounts payable (AP) department each week, month, and year? We would bet it’s a lot. 

When you, or your AP team, are dealing with paper invoices and checks you could be spending more time tracking them down than you are reviewing and approving. That makes it inevitable for some not to get lost or misplaced during the process. Which could even lead to inaccurate spend and prevent you from forecasting correctly in the future. 

That’s where AvidXchange comes in handy and removes the paper from overcrowding your AP team’s desks. Automating your accounts payable process will easily help you forget those pesky, misplaced paper invoices and checks for good.

Please join us to find out more about: 

•    Gaining access to your invoices and payments anytime, anywhere

•    Increasing security when it comes to your business’ cashflow

•    Saving your company money while being able to better forecast the future

•    Fireside chat with an AvidXchange customer on why they automated their AP process

Customer case study – learn how Caplugs, a global manufacturer of product protection, implemented Business Central SaaS in 4 different countries over 12 months.  Localizations, master data management, data migrations, 3rd party integrations, RPA, user training and lessons learned are just some of the topics that will be covered.  If you are considering launching Business Central and want a global platform offering a single pane of glass back to corporate, this is the session for you! 

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

Level: Intermediate

Top tools and tricks for the Dynamics functional consultant to make your life easier and deliver a better end product for your users.  Based on 5 years of experience delivering projects while occasionally pulling my hair out.

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

In this session learn how to design and deploy external-facing enterprise portal solutions using Power Apps Portals, Azure, and Microsoft 365. 

See how organizations are creating a secure framework for customers, partners, and employees to access Microsoft 365 content today. 

Learn patterns for extending your existing Microsoft 365 and Azure apps and data with secure portals, anonymous portals, or a hybrid approach.

Session Level: Advanced

Do you want to know how to upgrade your career in Business Application? 

Join this session which will give you an overview of the current business application space, types of organizations, careers and how to make the most out of your time to progress in the direction you want to. 

It will feature 10 tips on specific business application careers, where to invest your time and HOW.

Session Level: Basic

Continue the discussion with the panelists on merits of various paperless options

Level: Intermediate

Interested in seeing what you can do with GP HR Features? You own this module, why not make use of it, whether or not you use GP for processing payroll. This session will provide an overview and give you ideas of what you can do with what you own.

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.

Not sure how to select an AP automation product for your company? Join in an interactive discussion on how to find the right product, tools to use and the process of implementation. 

Level: Intermediate

It’s no surprise that enterprise and mid-market organizations are benefiting from the investments made in cloud security, R&D and cyber security experts. Ongoing economic and global uncertainty has led many business leaders to fully recognize that migrating to the cloud is critical to their business continuity and success. The question is no longer IF, but WHEN to move their mission critical applications to the cloud.

During this session we’ll discuss ‘what’s possible’ when you transform your business with the power of cloud. Dynamics AX end of support (EOS), remote workforce and business continuity issues have forced organizations to re-think their on-premises operations or face the potential risks and consequences of non-supported mission-critical business applications. Join us and discover cost-effective cloud migration strategies and the extensive benefits your organization will gain from a full transformation to the cloud.

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

Level: Basic

Is losing SQL access holding you back from moving to D365 or making support difficult? Do you need better tools when troubleshooting performance issues? Do you wonder when it’s best to use DMF or OData? Would expert advice help you when it comes to data entities? This presentation will answer those questions and deliver techniques that make your job easier. You will receive information on how the right tools help you do your job efficiently without SQL access in the Microsoft cloud.

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.

The technological landscape is continuously evolving as the field worker population consistently dwindle at a rapid pace (due to retirement).  In this session, we will show a hands on demonstration of how Field Service can be transformed using the HoloLens 2 and Remote Assist.  Less experienced or skilled workers can use the HoloLens 2 with Remote Assist to obtain visual guidance to solve complex problems in the field.

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

Attend this session to learn how to provide better customer service with Dynamics GP. 1) Let sales drive purchasing 2) Communicate order status to customers 3) Allocate orders 4) Use SmartList to drive user actions and reminders

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.

Join this session to learn how to leverage Power Automate to transform your business processes. 

Attendees will learn the benefits of using Power Automate, including:

•How to identify processes that need automation
•Power Automate Use cases – Modern workplace
•Power Automate Use cases – Business Apps/D365
•Connecting Apps with Power Automate

Session Level: Basic

In this session we’ll cover maintenance options within GP (check links, reconciles) as well as reviewing your Dynamics install and tips related to keeping that clean and happy.

Learning Objectives:

Learn about check links and reconciles.

Understand your Dynamics.set file

Consider things that will help keep GP clean and running well.

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 you know that Microsoft has created a new interface with back end configuration operations of Dynamics 365? Attend this session to learn about the benefits of using the modern Power Apps experience, which provides a lightweight, streamlined way for business analysts and system administrators to configure entities, forms, fields, and more.

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