In this course users will learn how to create a workflow for Payables Transactions in Dynamics GP. Route and send documents for approvals to GP and non GP users! Create tasks for users to complete! Email notifications and approval links to users. Add users to the workflow without requiring GP licenses. GP 2016 or newer (versions applicable).

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.

In this session, we will look at 26 Power Apps tips (one for each of the 26 alphabets!) that will help make app makers create apps with better performance and user experience!Session Level: Basic

Looking to step your game with Management Reporter for Dynamics GP and SL?  This session will show you how to create three complex reports: a Consolidated Income Statement, A Dynamic 12-Month Income Statement and a Cash Flow Statement.  Plus, learn how to use non-financial data (or KPIs) to present data to your executive team. 

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

Level: Intermediate

The modern workplace means every department – from accounts payable to human resources to legal – needs to be able to communicate, collaborate, and do their best work from anywhere, not just the office. This session will detail how DocLink can enhance your Microsoft Dynamics deployment by allowing you to go paperless and touchless in any department to:

•    Eliminate paper-based document processes 

•    Capture, process, retrieve & deliver documents automatically from anywhere

•    Streamline previously manual processes

We’ll share real-world company experiences and show you how to stop manually processing your documents and gain greater efficiency. Join us to learn how you can automate workflows and streamline your day-to-day responsibilities for complete visibility into your processes and data. This session is for the following products: Dynamics GP, AX, Nav, SL, D365 F&O and D365 Business Central.

Seismic bridges the gap between Sales and Marketing with dynamic, field-ready content, optimized to increase sale velocity and sales revenues. Our solution helps maximize Sales and Marketing ROI with unprecedented capabilities for sellers to pick, personalize, and prepare content where they work most, in Microsoft Dynamics. With Seismic for Microsoft Dynamics, sellers are more productive, the sales cycle is shorter, and Microsoft Dynamics usage is higher. Join Seismic’s VP of Product, Tom Strader, in this partner solution session and learn how your teams can sell more efficiently while creating a better buyer experience.

You are pumped about this awesome add-on you found at the DSLUG conference that will save you a ton of time and headaches but then you realize the person holding the purse strings middle name is Ebenezer. Then you wonder, how can I (yes you) influence the decision to get the cash and resources needed to move the needle off center?  Look no further, let us guide you in the right direction by showing you How to present a COMPELLING case for that extension or other improvement that YOU need to make YOUR life (and those around you) much easier.

Level: Basic

Cards have been in Office 365 for some time already. Originally created as Message Cards after some time rebuilt from nearly scratch to become Adaptive Cards. 

This extremely useful technology can be used in Power Automate processes based in Microsoft Teams to create a consistent digital workplace. 

In this session you will learn:

• What is the difference between Message and Adaptive Cards

• How to design cards

• How to use them – a working example

• What to expect from the upcoming releases and version vNext (2.0)

Process designers should make their processes as intuitive as possible, allowing their participants to take part in the most effective way. Using Cards helps to create a new channel for efficient participation in business processes.

Session Level: Advanced

Workflow options are ever expanding. This  session will demonstrate options you may not know exist, including routing by financial dimension, conditions and automated processing additions.  You will also learn how to set up and incorporate the new configurable hierarchies in the workflow process.  You can make workflow work for you!

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

Power Apps Portals provide a lot of functionality out of the box to interact with CDS (Common Data Service) data. However, there may be situations where you need to take your portal projects to the next level. 

In this session, learn how to extend your Power Apps Portal with HTML, JavaScript, CSS, Liquid, Power Automate and Azure.  Add more power by embedding Power Virtual Agents, SharePoint libraries, Power BI reports and even Canvas Power Apps!  Add more Power to Power Apps Portal projects!

Session Level: Advanced

Management Reporter has many built-in features that can help you build great financial statements. In this session, learn how to automatically add new accounts and descriptions to Row Definitions, create new Reporting Trees, add additional text from reporting units, sort data, renumber row codes and more.

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.

ExFlow is the premiere AP Automation solution built inside D365 – recently selected by Microsoft as a preferred AP Automation solution for D365 FO and D365 BC. ExFlow automates 3-way invoice matching, invoice matching to contracts and payment plans (for recurring costs) & provides dynamic and flexible approval workflows on any platform for on-the-go invoice approval.

Building balance sheet statements and cash flow statements in Management Reporter is not as difficult as they might seem. We will look at built-in functions to help build these statements like Rounding Adjustments, Complex Calculations, IF Statements and more during this session.

This session is geared for an audience with an advanced 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.

Come see how Microsoft Management Reporter can be used in your organization to simplify and automate the reporting process!  Main features of Management Reporter will be shown like report creation, generation, distribution and analysis of the financial data with drill down capabilities.

Level: Intermediate

This awesome session breaks down so many features of GP that can make any finance manager or CFO’s life 10X easier!

In this session, we will be breaking down the common cost components involved in manufacturing: how do we set these up, but more importantly, how do we utilize these to our advantage during in the manufacturing process? Suitable for accountants and non-accountants: anyone who has an interest in the cost makeup of a typical production run. How do we best use the tools available within Business Central, even those that you may already be familiar with, and hopefully a few more, to maximize our analysis potential. 

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

Level: Advanced 

In less than an hour, learn over 50 tips and tricks used by Management Reporter users in handling their financial reporting requirements. Sort data. Run multiple reports at one time. Set security by department. Learn about all of these plus many more.

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.

Understand the four pillars of the D365 Mobile platform: Dashboard, Workspaces, Pages and Actions. Grasp the extent of the capabilities of D365 Mobile Workspaces. Get exposure to client-side development and learn how to extend the design and behavior of the app by incorporating mobile business logic using JavaScript, see what is available for mobile workspace server-side development. It’s all in this session!

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.

Did you know that you have the ability to put multiple projects on a single contract, or even create a project hierarchy with sub/child projects? You also have the ability to add multiple funding sources to a single contract and create billing rules to determine how the billing responsibility can be broken down. Additional billing rules can be configured based on milestones, delivery of unit of measures, and project progress (% complete). All of these options can be configured to be invoiced and billed collectively.

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.

MSX Group Prospero® is your next-generation solution for budgeting, forecasting and financial reporting. With Prospero® you can create sophisticated budgets, forecasts, and boardroom-quality reports – all without IT assistance or custom programming. Prospero is designed to leverage the latest technologies, platforms, and operating systems, while continuing to remain relevant to your current legacy environment and investments. Prospero can be implemented in days, not weeks and allows you to convert your exis

Join this session to learn about the low code AI capabilities in the Power Platform using AI Builder. 

We will explore different AI Builder models & features with demos, real world scenarios, demos, best practices and much more.

Session Level: Basic

What limits your supply chain? Lack of visibility. And those blind spots bring your business to a grinding halt. In this session, you will learn how the Blue Horseshoe Supply Chain Cloud works with D365 to connect your physical assets and digital intelligence. This includes:

•Building a digital procure to pay process including automating workflows with suppliers, managing and validating documents, and creating supplier scorecards.
•Optimizing fulfillment strategies to maximize profits across channels, including building fulfillment and sourcing strategies across channels and analyzing cost-to-serve. 
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.

Are your controls still effective in the new COVID-19 environment? RSM has developed a comprehensive COVID-19 rapid controls triage to assess and quickly evaluate your pandemic-related internal control risks.

How do you know who has access to what?  What are the best practices for managing your BC/NAV security? We’ll discuss how to create a good process to make sure employees can do what they need to and not what they aren’t supposed to.  This session will cover the steps required to set up a new user in BC/NAV.  We’ll also review the processes to assign permissions, manage user groups, set up warehouse security and how to create customized permission sets including a demonstration of the permissions recorder.  Bring your questions, real life stories, and be prepared to share how you manage BC/NAV security in your company.  This session will combine How-To presentations with interactive discussions to share best practices and fresh ideas.

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

Level: Basic