As the economy slowly recovers and the new normal settles in, now is the time for finance leaders to strategically rethink the way they operate to help the business survive and thrive in turbulent times. Since Accounts Payable is the #1 most time-consuming function in finance today, automation and scaling are the key components of modernizing your organization to enable business success. Join us to learn how Tipalti can help Dynamics GP, Dynamics NAV, Dynamics 365 Business Central customers streamline and transform global payables operations, adding governance to regional entities, and automating tiresome processes that weigh you down.

In this session, an Inventory expert will present 15 novel ways of using AX 2012 and D365FO that aren’t immediately apparent as being out-of-the-box functionality. Be ready to bring your own! A few topics this session will include are:

1.     Modeling multiple companies inside a single system company

2.     Real Master Planning as defined by APICS

3.     Contract selling with a distinct sales price dependent on how materials were sourced

4.     Customizing costing for a not-for-profit where most inventory was donated

5.     Catch-weight solved without using AX/D365FO catch weight functionality

6.     And many more!

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.

Lifecycle Services (LCS) and associated environments are always undergoing changes with regard the way they are accessed to use development, test and production environments. Join this session were we will look at the need for cloud environments for special projects, such as RSAT, which is attached to pay-as-you-go, as well as how to add environments for other special purposes such as gold, build and performance testing. Lastly, we’ll attempt to answer the question, ‘Why are new all-in-one deployable packages so important?’

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 post event.

Are you a payroll super hero?  Join us for a celebration of payroll best practices, updates, and learnings to make sure that your payroll super powers are fully charged. 

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

Level: Basic

In this quick firing session, we discuss 25 Tips and Tricks to make creating and using SSRS Reports better. Even the most of seasoned SSRS experts will learn something new or again. It focuses on SSRS (SQL Server Reporting Services) but has a couple of unique tricks that are focused on working with SSRS within the Dynamics GP environment. This session is geared for an audience with an intermediate skill set.

Learn the difference between  Virtual Card, Credit Card, and ACH/EFT. Learn how to setup Virtual Card in Dynamics GP and see how transaction flows in Payables module to Bank reconciliation to be compared with Credit Card and EFT transactions.  See the benefits of using Virtual Card and save lots of  hours and headaches from our lessons learned in implementing Virtual Card.

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.

As long as ERP software has existed, so has the struggle to achieve good user adoption. Why? More importantly, what can we do about it? Obviously challenging, but certainly achievable, we’ll walk through root causes of the struggle, and review methods for correcting and driving sustainable user adoption, which leads to more efficient processes, better service, and more to your bottom line. This will be a highly interactive session in which you’ll work with each other to innovate solutions to common challenges, so everyone can return to their office with new energy and a full list of ideas to implement. 

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

Level: Intermediate

So join us for our solution showcase on “Fast Forward your AP Automation – From Kick-off to Go-Live in 5 Days”” where we will share how we can get your company up and running with your AP automation solution for Dynamics 365 Finance in just 5 days!”

Lease accounting has changed for everyone, in every industry. The large accounting firms have called this the largest accounting change n the last 20 years. Whether you file under ASC 842 (US GAAP), IFRS 16 (Canada and International) or GASB 87 (Government accounting), your life is about to get much more complicated. This session will explain what you need to know about these standards as well as how to get ready to be compliant.

After this session, participants will have a clearer understanding of the basic differences between the current lease standards versus the various new standards.

After this session, users will have a better understanding of the accounting entries related to the new lease standards

After this session, participants will have a better understanding of what to look for in a lease management product in the Dynamics ERP space

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 do you improve GP security without the pain of starting from scratch? Use our practical tips for Dynamics GP! In this fast-paced session, we’ll hit 50 tips designed to make GP more secure. These tips are practical and ready to be applied as soon as you get back.

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.

Come learn what it was like planning for an AX2012 to D365 upgrade at McWane – a global manufacturing company.  With challenges around many global manufacturing sites and a rollout approach that would work for the upgrade, we will explain how McWane sorted through the complexities and set up the upgrade  for success. The session will focus on lessons learned on the approach to customizations, data migration, reporting and organizational change management.

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.

Discuss perceived barriers for women in the workforce, learn how to prepare yourself to be chosen for a leadership role and invited into the boardroom, and gather tips to seize opportunities to set yourself up for success!

Level: Basic

In this session, you will learn what’s new with Dynamics GP, 50 features in 50 minutes. We will focus on the 2 most recent releases, the October 2019 release and 2018R2 in this presentation. In addition as a bonus, the slide deck includes over 40 additional new features released in the past 3 releases (2018, 2018R2, and October 2019) which we will not cover during the presentation due to time constraints, but you can review the slides for the bonus content at your leisure.

This is a powerful tool.  To often it is thrown in.  What to think about difference between menu groups and security groups for roll based access.  Learn what screens should be used and what the settings mean and effect on what the users see. 

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

Level: Basic

Join us to understand balance vs blending of all areas of life.  We will outline 3 priorities in 3 areas of life and create an action plan to achieve them while learning delegation tips and tricks.  

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

Level: Basic

This session will give you a whole list of easy but powerful takeaways to share with your team. No PowerPoint here! We’ll demo 50 tips LIVE inside of Dynamics 365 Business Central so you can see for yourself how to accomplish things faster, easier, and with more efficiency! Join us for this very FAST 50 minutes with a special emphasis on tips for finance professionals. 

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

Level: Intermediate

System performance is one of the most impactful elements of any ERP system – so why are you not prioritizing it?  Join us to remove some question marks about how to actually execute the performance testing that you’ve been avoiding within Dynamics 365 for Finance and Supply Chain.

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.

This session focuses on using the Microsoft platform to leverage Power apps to create one single source for mobile approvals across system wide workflows. We will illustrate how you can couple best practice out-of- box solutions in workflow design with power apps to provide one app to manage review and approve all workflows across the system from purchase requisitions to budget approvals.  Rather than apply a customization, the solution uses  power apps to create a more economical and holistic solution for workflow management.

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.

Looking to be the office hero after Summit? This session will give you a whole list of easy but powerful takeaways to share with your team. No PowerPoint here! We’ll demo 50 tips LIVE inside of Business Central so you can see for yourself how to accomplish things faster, easier, and with more efficiency! Join us for this very FAST 50 minutes! 

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

Level: Basic

Lot/Batch Management is critical to any process-related industry.  This session will provide you with tips and tricks that you  need to track your batches in D365 using Batch Attributes (Both Product and Customer-specific), Batch Inheritance, Batch Merge and Item Tracing.  Using this powerful tool in D365 can help you prepare for product recalls and compliance audits.

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.

A discussion on Workflows and the options to replace them with Power Automate or other technologies.

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

We’re bringing back a hugely popular session: 50 things you may not know about SL.  This is a fast moving collage of tips to make SL more efficient. 

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

Level: Basic

Do you find yourself doing the same things over and over again in GP?  Do you have lots data to enter/update?  This session will introduce macros and how they can simplify repetitive tasks in GP.

Many aspects of GP Macros will be covered:

  Introduction to macros

  Creating and running macros

  Editing macros

  Merging your data with a macro to add/update multiple records using Replicator

If you’ve never used a macro or if you are an expert, this session will help you be more efficient in your day to day tasks.

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.

Your customers need a Warehousing solution. You are rolling out Dynamics 365 Business Central but not sure what it does or can do. Come to this session to see what Basic Warehousing offers and discuss next steps to Advanced. We will also round out the discussion with Warehousing ISV Add-on’s. 

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

Level: Basic

If you’ve used Dynamics 365 Business Central, you’ve probably seen the Open in Excel and Edit in Excel options. But have you used Business Central Workflows or Customer Insights in Outlook? Have you used Power Platform to automate Business Central processes? Or created Microsoft Forms Pro surveys based on Business Central data and events?

In this session, we’ll show you 6 great ways that you can leverage Office 365 and the Power Platform to increase productivity and get more value out of Dynamics 365 Business Central. 

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

Level: Basic

When everyone works from home, how do you maintain vital controls to prevent fraud?   Listen to real world examples of how frauds can happen, who perpetrates them, and methods to prevent losses.   Learn about how you can configure SL to enforce segregation of duties, audit access to key screens, and provide traceability for DCAA compliance

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

Quickly adjusting to a remote work setting can bring incredible flexibility and also security hazards. Pick up some best practices and ways to make that transition as seamless and safe as possible. Then learn how PowerGP Online can help you in that transition as you move your Dynamics GP to the cloud.