James M. Pleasants Company (JMP) made the commitment early enough to benefit from its digital platform, lack of silos, and a strong cloud strategy to be able to continue to operate during Covid-19.  Martin and Niels from JMP will follow up last year’s discussion with insights about what digital transformation really means based on our experience with stay-at-home orders across the five states that the company has offices in. 

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.

DataflexPro is data source for Dynamics CRM package of solutions and Business Central has different data source, but DataflexPro with BC can be used for integration with different D365 products.

Because of that we will introduce how you can use together DataflexPro (and solutions based on it) with BC and how to use it in two different directions. First, if you want to fetch tables from BC into DataflexPro, and the second if you want to use DataflexPro data in your BC making full integration. In both situations, you will be ready to make it with standard and custom tables/entities.

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

Level: Basic

Companies running multiple instances will benefit from automation of Intercompany Orders.  AX2012 R3 allows for Direct Delivery functionality in the same instance.  However, our company runs 8 instances of AX 2012 R3 and needed a solution to automate intercompany transactions.  By developing a process that mimics direct delivery, from instance to instance, the manual processes involved with ordering and distribution created seamless electronic trading between buyer and supplier.  Orders can be entered in one instance and fulfilled from another instance, directly to the original customer.  Also allowing real-time communication, supply chain information and inventory order processing.

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.

In this session we will cover everything you need to know to begin using the Fixed Asset module.  We will cover setup, import, depreciation, retirement, reporting, and year end.

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 Sales Managers are not using CRM to manage their sales meetings yet, then you’re not getting nearly enough out of your investment into Dynamics 365 for Sales. In this session we will explore the three stages of using CRM for sales meetings, driving improvement through both 1-on-1 and team meetings, and how peer groups can use CRM for their own roundtable meetings.

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

Collecting payments is a necessary part of doing business. Unfortunately for many companies, it remains a manual and error-prone process that actually accrues more expenses and security threats. In this session, you will learn how to speed up the accounts receivable process, cut down on unnecessary costs associated with payment acceptance, and learn how to secure customer payment information within Microsoft Dynamics.

Key customization’s can significantly speed up data entry.    Find out how simple it is to remove unneeded fields, remove tab stops, add commas in numbers, make fields required, add user fields,  freeze panes in a grid, and more.    No programming experience needed!

Level: Basic

Learn how a national food-service sales agency transformed their accounting department and achieved outstanding results by implementing automation technology.

Are you in the government contracting industry? If so, you’ll want to join this session where a D365 user addresses how her company set up D365 to automatically handle required rate calculations, incurred cost submissions, work breakdown structures, unallowable costs, and audit response. It’s a can’t miss!

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 includes many data analytics and AI tools in D365, come learn how to leverage them to better utilize your sales resources and drive revenue.

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

We’ll go over the use of PowerAutomate Flow to connect to Business Central page data through the WebService.

We will review How to:

–    Create a recurring PowerAutomate Flow;

–    Review BC page data and how we want to change it;

–    What credentials and data we need to set up the connection to BC environment;

–    Sending request to get data though the web service and parse it;

–    Analyze received data and send an email based on field values;

–    Change page data.

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

Level: Intermediate

Manage your projects using Dev Ops (formerly VSTS). DevOps gives your users, managers, SME’s, and customers the ability to collaborate based on the project plan and business processes. We will show you how DevOps is used in a project and customized to the industry by using industry specific Business Process Models and capturing all backlog items under the BPM. Defining dashboards and queries for different models such as the operating model, integration model and data model allows the team to quickly focus on the current project state and key activities.

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.

Let’s take a look at how you can use Forms Pro together with Power Automate to generate Leads and Cases from your website. 

We’ll go through the practical steps of what to think about, how to transform the collected data into what you actually need and some best practice tips on how to build your flows in Power Automate.

Session Level: Intermediate

In this session a panel of industry professionals will discuss how challenges faced from COVID-19 impact the ability to support customer needs and how the Power Platform can meet the demand.

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

Learn how to use three simple Power Automate flows within Dynamics 365 Sales to enhance the effectiveness of your sales team and automate your internal processes.  Don’t have the users work for the system let the system do the work for the users.

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

Postman is a tool often used to interact with RESTful services (such as OData) in scenarios that involve the development and testing of application programming interfaces (APIs). In this session, you will learn how to analyze the data entities and OData that need to be exposed; how to test the response of a service; and how to determine the determine the exceptions and errors.

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

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

Power Apps are a game changer for your company.  Power Apps let you provide Dynamics SL information to the people who need it when and where they need it.  For example, provide salespeople in the field access to their customer order history and inventory on hand on their phone.   Think of a task and you can create a Power App for that and you don’t need a PHD in computer science to build it. The cloud makes it possible to share your creations with co-workers on any device. Attend this session to see which Power Apps are available today in SL 2018 and learn the basics of how to start a new Power App.

Learning Objectives:

Upon completion of this session, participants will be able to:

•    Describe the Dynamics SL Power Apps solution.

•    Describe where to get the SL Power Apps solution.

•    Understand the basics of how to create a new Power solution.

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

Level: Intermediate

We’ll provide a high-level overview on the main topics of C/AL to AL development. You’ll become acquainted with the technology and what’s involved, while gauging your interest and skill level for pursuing advanced classes. Learn what next questions to ask in your development journey.

This is a summarized / high-level version of the Academy class of the same name.

We’ll cover:

1)  What is allowed in Base C/AL Tables and Pages.

2)  Understanding of Events – Integration, Database Trigger, & Page Trigger.

3)  Understanding of how to Subscribe Microsoft/Add-on Events.

4)  C/AL to AL Conversion.

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

Level: Intermediate

Your Microsoft Dynamics SL data is one of the keys to your business success. But the data is only valuable if the information gets to the right people at the right time.  Power Automate emails are the perfect way to keep user update to date so they can take proactive actions, rather than being reactive.  For example, know when a new entry is made into SL or if a customer is over balance.  Attend this session to see all of the included email notifications included in Dynamics SL and learn how to get started on creating your own notifications.

Learning Objectives:

•    Upon completion of this session, participants will be able to describe the Dynamics SL Flow solutions.

•    Upon completion of this session, participants will be able to describe where to get SL Flow solutions.

•    Upon completion of this session, participants will be able to understand the basics of how a Flow solution is created.

Level: Intermediate

Please join Tonya Ream, IT Director at Vera Bradley, and Adam Carrick, Sr. Consultant at Sunrise Technologies, to hear how they planned, and executed a full replacement of their core ERP financial and operation systems, the full omnichannel landscape including a POS System supporting 153 retail stores, an eCommerce platform, a B2B commerce site, as well as their financial payment processor. This all went live on time, and on budget on the same day.  All achieved during an on-going pandemic.

You’ll learn:

•Why Vera Bradley chose Dynamics 365 and Dynamics 365 Commerce as their solution
•How COVID 19 affected their plans
•What were the key components that ensured they deployed on time and on budget

Description: Forthcoming

Level: Basic

How can one Power Apps application securely meet the needs of more than one user persona without exposing an organization to data privacy risks?  

This session will share techniques successfully used to serve the needs of 3 different user personas – an individual user, a manager and a resource manager – securely providing each with only the information necessary for their role.

Session Level: Intermediate

For many organizations, front line sales and support is owned by employees. What if it didn’t need to be? 

Join us for a session dedicated to how Power Virtual Agents can add immediate value to your Power Apps (or other!) portals.

Session Level: Intermediate

If you have the daunting task of training a large workforce or one spread across the country, we can help you wrangle them in and do a bang-up job! We will provide the necessary tools! We have successfully trained nearly 1,000 users in 150 offices, with only one dedicated CRM resource.

You’ll see the steps and in-depth detail of the tasks required to use CDS to bring data elements back and forth between D365FO and CE. We will also discuss some of the business outcomes that a customer will want to achieve in doing so. Join this session to learn about the different ways to integrate data and Microsoft’s newest framework Dual-Write. Participants will learn:

1. Microsoft’s Roadmap for Dynamics 365 Integration

2. How to set up and configure Dual-Write

3. Understanding of available tools to integrate Dynamics 365 data

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.

Learn how to set up workflows in Business Central to streamline your business processes, eliminate manual requirements, and become more efficient. You’ll see how workflows can help route invoices, orders, and other documents to the necessary departments and how reminders and task lists can help keep those workflows progressing. 

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

Level: Basic