In this session, Microsoft BizApps MVP Mariano Gomez take an existing Power Apps template, and enhance it to include Mixed Reality (MR) features to quickly estimate a job. This fast-paced session will learn the fundamentals of MR, how to use various MR controls in Power Apps, articulate a business problem into powerful formulas, turning Power Apps templates into usable business applications, deploying an MR app, and much more. If you are adventurous enough, you can bring your own laptop and Power Apps environment to follow along.

Session Level: Intermediate

Microsoft Dynamics SL continues to be a solid solution for our customers.  For those customers who look to move to the cloud, Microsoft Dynamics 365 Business Central is the best option.  But how do you get there?

Attend this session to learn about the SL Migration tools built to upgrade an SL customer to D365 BC.  In addition, SL features are being added to D365 BC for the SL Customer base called the SL Overlay.  Attend this session to hear what is available now in the SL Overlay and what is on the roadmap.

Upon competition of this session, participants will be able to describe the:

SL Migration tool

SL Overlay features

Roadmap for these features

Level: Intermediate

Calling all Dynamics 365 specialists, Power App makers and citizen developers! 

This practical, hands-on Power Apps Portal In a Day class will equip you to extend Common Data Service (CDS) based Power Apps (including Dynamics 365 apps) to external stakeholders and guide you to build a working portal application.

Agenda

1. Class Introduction Overview

•Meet the Power Platform
•Provision a Power Apps Portal
2. Power Apps Portals Overview

•Power Apps Portals Architecture
•Power Apps Portals Components
•Hands-on Lab 1 – Add Portal web pages and content
3. Power Apps Portals and the Common Data Service

•Power Apps Portals Common Data Service (Including Dynamics 365)
•Hands-on Lab 2 – Build a Power Apps Portal (Entity Lists and Entity Forms)
4. Power Apps Portals Authentication and Security

•Power Apps Portals Authentication and Security
•Hands-on Lab 3 – Configure Portal Authentication and Security
5. Power Apps Portals Advanced Customization using Liquid

•Advanced Customization Using Liquid
•Hands-on Lab 4 – Build a custom web template using Liquid
6. Advanced Power Apps Portals Topics

•Other Power Apps Portals Features
•Hands-on Lab 5 – Portal Branding and Styling
Prerequisites: You should be familiar with building model-driven Power Apps (Working with Entities, Forms, Views, Fields, Workflows, etc) or have experience with configuring Dynamics 365 for Customer Engagement. 

Preparation: You do not need to be a developer or web designer but some basic familiarity with HTML, CSS and JavaScript would be beneficial.  You will need to bring a internet capable Windows-based laptop for the labs.

Level: Intermediate to advanced

EDI is mission critical for many companies moving to D365 Finance & Supply Chain Management. And the smart companies are seeing why their EDI choice can help their implementations succeed. 

During this session you will learn: 

1.How to minimize impact on your trading partners while you go through an ERP change.
2.How to avoid D365 software customization for EDI and stay up to date with regular Microsoft D365 updates. 
3.How to leverage your EDI solution to validate the data migration.
4.See a working integrated EDI solution in action.
We will end the session with a Q&A with our VP’s of Operations & Technology.

Are you interested in developing Business Central customizations? Are you new to Business Central and starting from scratch when it comes to “AL” development?  In this session, you’ll learn how to get started with Business Central development from scratch, including:-How to setup Business Central Docker containers-How to setup a Business Central development environment-Using Visual Studio Code to create a Business Central Extension-Learning and training resources   Programming background is recommended.  

Just thinking about the many options now to deliver advanced reporting and analytics will make your head spin! Attend this session to discover the options available for Dynamics 365 Finance & Operations including embedded power, data warehousing, and Common Data Model (CDM). A D365 and business intelligence expert will review and discuss the benefits and drawbacks (price, development time, security, approach, scalability, etc.) for each.

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.

EDI is mission critical for many companies moving to D365 Business Central. And the smart companies are seeing why their EDI choice can help their implementations succeed. 

During this session you will learn: 

1.How to minimize impact on your trading partners while you go through an ERP change.
2.How to avoid D365 software customization for EDI and stay up to date with regular Microsoft D365 updates. 
3.How to leverage your EDI solution to validate the data migration.
4.See a working integrated EDI solution in action.

We will end the session with a Q&A with our VP’s of Operations & Technology.

How the right choices can meet financial and operational requirements. You can capture your cost elements and incorporate them into your inventory costs. We will review different approaches for incorporating fixed and variable costs into your inventory.  

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

Level: Basic 

Everyone would love to carry just enough inventory to meet their demand and nothing more.  Achieving that is easier said than done.  Business Central has some flexible tools to help you take a step in that direction.  In this session you’ll learn how the Material Resource Planning (MRP) functionality works and we’ll see some examples of replenishment suggestions that are system generated.  We’ll also talk about the best way to approach implementing MRP in your organization to maximize your potential for success. 

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

Level: Intermediate

We all know there will be gaps in functionality between your customer’s requirements for manufacturing and what Business Central provides. But how do you bridge those gaps? We’ll discuss how to use extensions, both private and public (aka Apps), to provide the additional functionality you need. We’ll also cover how to leverage add-ons and embedded IP (private extensions) through a case study focused on meeting a company’s manufacturing requirements. 

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

Level: Basic 

Planners and planner-buyers are the only source of solutions! But they are much better at it when educated and armed with decent MRP software. In this session, Nigel Cox will discuss best practices and warn of common faults and misconceptions about this widely misunderstood and mis-used toolset.

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

Also relevant for BC/NAV and GP users.

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

A finely-tuned payables process is key to any organization using Dynamics GP but how far can you go with the tools available in GP?  Join us as we cover…- Best practices for getting your payables processed and paid as quickly as possible- Utilizing GP workflows (transactions, batches, vendors)- Importing documents using integration tools- Document attachments- “Automating” in as many areas as possibleThis session is geared for an audience with a basic skill set.A finely-tuned payables process is key to any organization using Dynamics GP but how far can you go with the tools available in GP?  Join us as we cover…- Best practices for getting your payables processed and paid as quickly as possible- Utilizing GP workflows (transactions, batches, vendors)- Importing documents using integration tools- Document attachments- “Automating” in as many areas as possibleThis session is geared for an audience with a basic skill set.

There is growing interest by Dynamics GP customers in Business Central.  This session is a side by side review of the differences, strengths and weaknesses of Business Central manufacturing and supply chain compared with the out of the box Dynamics GP manufacturing functionality.  The session will flip back and forth between Dynamics GP features and Business Central matching features.  Features in Dynamics GP that are not implemented in Business Central will be discussed, including solutions that the presenter(s) have seen in the field.

Best Practices for a migration from a GP manufacturing implementation to Business Central will be discussed. 

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

Level: Intermediate

See how the nation’s leading lawncare provider is using Dynamics 365 Marketing to deliver multi-channel communications nationwide from one system.  After years of anticipation, multi-channel marketing from the Dynamics 365 platform is finally here.  Social, SMS, telemarketing, print, and email, all from the same platform.  Leveraging Customer Insight, the Power Platform, and Dynamics 365, this market leader is engaging nearly 100 million households every year. Participants will see the full scope of Dynamics 365 CE functionality.  Participants will understand how to align and extend Dynamics to achieve broad multi-channel marketing from a single platform.

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

Are you scared of Report Writer? Have you held back from using the Microsoft Word Forms? Join Amber Bell as she shows you tips on creating custom reports using Report Writer and how to move those changes into Microsoft Word Forms. You’ll see how she uses these tools to create customized Customer Statements.

What are the options to move from NAV to BC? There are a lot of different ways to approach an upgrade to BC, so let’s discuss options and the pros & cons of each approach. Here you will learn how you can move forward with either a lightly or heavily modified NAV system. We will discuss some of the challenges of migrating to the cloud.  

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

Level: Basic 

It seems as if the world is getting smaller, but where we do business and the embedded complexity keeps expanding. As your purchasing and sales become increasingly global, so do the complexities of invoicing and payments. Whether you’re just learning multi-currency or have been operating multi-nationally for a while, it’s always valuable to make sure your setup and processes are correct and efficient. We’ll walk through the setups, processing, and benefits of the currency functionality in Business Central to reduce the manual work your team is doing today. Come see how it all happens in Dynamics 365 BC. 

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

Level: Basic

Some companies rush to deploy using the Microsoft Cloud offering because it is perceived as a quick and easy option. However, this may not be the best solution. In many cases, the on-premises option in Azure can offer lower costs and more control of the solution. Join us for this session where we’ll discuss the pros and cons of using the Business Central SaaS/Cloud model and the on-premises subscription model hosted in Azure.

Level up your customer service solution with features of Omnichannel Engagement Hub and how they can take your customer service solution to the next level. We will look at the benefits of the multi-session dashboards, real time engagement such as chat, advanced case routing and sentiment analysis. The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

Learn how to use the robust Approval engine in Power Automate to streamline your business process approvals. Power Automate allows an approver to “take action” in a variety of ways including from the Power Automate mobile app and from within Outlook. It couldn’t be more convenient. 

In this session, we’ll start by building a simple approval process (one manager) and work our way up to sequential multi-stage approvals (more than one manager); and we’ll review parallel approvals too. If you have anything that requires approvals, this will make your life easier and save you money.

Session Level: Basic