Plugins are at the core of custom development for Xrm. This session will look at the common pitfalls of plugin development, and the tried and true best practices for having powerful yet easy to maintain plugins by correctly utilizing a common plugin base and plugin framework.

Leaning Objects:

•     Automatically prevent some of the most common causes of plugin infinite loops

•     How to log every Organization Service request without writing code

•     How to declaratively execute different code based on the plugin context without any if statements, and more!

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

Manufacturers rely on key reports to provide them with actionable insights. Reports such as capacity utilization, costing, and work load are just a few that need to be on your dashboard. PowerBI helps you combine data from multiple sources and quickly process mountains of data into meaningful and useful information. 

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

Level: Intermediate 

The Power Platform with Canvas Apps, Power Automate flows and all the goodies that the Common Data Service offers is making Citizen Developers as well as Pro Devs super efficient in building apps and complete enterprise grade solutions. But what about ALM? Is build/deploy automation and proper CI/CD even possible?

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

Many companies were caught off guard when the pandemic struck. They did not have online strategies to help them transition from offline to online sales and marketing. Using best practices and case studies developed during the pandemic, Marie Wiese of Marketing CoPilot will share an outline for a survival plan that can be applied to your marketing automation and CRM technology to produce lead management results in times of dramatic change.

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

Now that the Big Bang is over and you are live on the AX or D365 foundation and core modules, the hard part is done. We will go over a real world example of how a company (when I was a user) regained momentum to get more done. You took a deep breath and are thinking what is next for your AX or D365 implementation? It is time to increase your ROI, sprint to add functionality, and increase your user’s efficiency. What else can you do? Don’t lose the momentum!  We will review functionality and modules with short term ROI.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

Are you ready to generate financial reports that give you the business insights you need? Do you want to generate them easily, quickly, and with full confidence in the underlying numbers? If so, then this course is the one for you. 

It all starts with the proper setup of your account schedules, and in this deep dive training session, you’ll learn the fundamental principles of account schedule construction. Using hands-on exercises in our online learning environment, you’ll have the opportunity to apply what you learn during class, including how to generate an effective and insightful:

•Trial balance
•Summarized income statement
•And the beginning of a solid balance sheet
You’ll master the basic account schedule building blocks of row setups and column layouts and understand how to layer in your budgets. Learn how to create each section of your reports, the quick ways to build simplified formulas, and simple formatting options. 

Then we save the best part for last, as we unveil the magical beauty of creating a refreshable Excel export that eliminates your manual workarounds! 

Learning Objectives

Following completion of this course you’ll be able to:

•Create key financial statements: trial balance, balance sheet, and income statement
•Apply multiple views for different periods of time to any report
•Review options to use dimensions with financial reports
•Discover ways to produce financial reporting quickly and efficiently
Level: Intermediate

Audience: Any professional with responsibilities to create and maintain financial reporting.

Prerequisites: A basic to intermediate understanding of accounting and business processes.

Preparation: Please bring an internet capable Windows laptop for the hands-on labs.

Instructor: Kerry (Rosvold) Peters

Version: This class will be taught in Dynamics 365 Business Central. Course material is applicable to most versions of Dynamics NAV as well. Key version differences will be highlighted by the instructor.

This comprehensive hands-on course covers  the theory, practice, implementation, and common errors regarding Master Planning and Production Scheduling. It will be valuable to users of AX 2009, AX2012 and D365.

Together we’ll dive into the Master Planning Module, where you’ll learn how to make the correct decisions regarding the set up and use  of different planning functionality, and understand how to apply them to your business processes. You’ll walk away with the ability to better plan purchase, production and transfer orders more reliably, optimize your production flow and provide on-time delivery to your customers. 

We’ll review in detail:

•Master Planning theory
•Setup best practices and typical mistakes made
•Integration of item coverage settings in the planning processing
•The importance of BOM and inventory accuracy
•Use of effective lead times
•Compare and contrast AX2012 and D365 Master Planning modules
•As time permits, production execution best practices, and production scheduling and capacity planning
Any questions regarding these areas will be encouraged. 

Learning Objectives

Following completion of this course you will be able to:

•Describe the theory and drivers behind Master Planning.
•Compare the options, effects, issues, and solutions regarding setup of Master Planning and Production Scheduling in AX.
•Define the differences and similarities between planning in AX2012 and Dynamics 365.
Audience: Manufacturing, Planning

Preparation: Please bring your own internet capable Windows PC to class for the hands on lab portion/class exercises.

As we have learned to adjust our work environments, processes and daily routines, we have gained organizational insights about how we need to be more flexible, collaborative and connected. This session will cover the challenges of processing invoices remotely, with even less visibility, and even greater need for integration with Dynamics GP. We will discuss lessons learned and real-world examples of streamlining the accounts payable process and centralizing document management. We will include a live demonstration of KwikPayables for GP that features a touchless AP process with end-to-end visibility — keeping your team connected wherever they are.

A free format AMA (Ask Me Anything) session where you can have open discussion about Microsoft Dynamics GP customization development with experienced developers David Musgrave, Steve Endow and Kerry Hataley as well as fellow audience members. 

This is an open session with no slides to present, every audience member is welcome to ask a question or respond to questions, the expert panel are there to facilitate and share their knowledge and experience. If you have questions, please send them in advance to info@winthropdc.com so we can make them so we can make the most of the time we have.

Participants will benefit from open discussion about Microsoft Dynamics GP development.

This session will provide information on how to take advantage of Master planning ability to arrange suggested production orders in a specific sequence, making the production floor much more efficient.  Learn how to configure the system so you can run a production order in a specific sequence. For example, you might use it to reduce clean up time production orders are running from lightest color to darkest color or package all 4 oz. bottles then all 8 oz. bottles. 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.

Getting paid by your customers can be a hassle! This session will highlight the SK Global suite of AR modules including: Cash Application, Online Invoice Presentment, Online BillPay, Embedded Credit Card Processing and Remit Text Analysis.

Join GPUG All-Stars Abra, Amber, Kyle, Shawn, and Zubin with guest appearances from other MVPs and All-Stars (present and future, aka – you!).

This session is a throwback to the origins of GPUG, your Q&A session, this is intended to be a live troubleshooting session. 

We encourage audience members to respond to each other’s questions sharing their experience as to how they have responded to similar challenges.

We want to demonstrate to you the Power of Us, to recognize that you are not alone and that your peers know how to guide you through your challenges.

Our expert panel will be there as a safety net, to course-correct or fill in the gaps if necessary, but we want this to be your session.

We will not have a formal presentation, we will start the session with an interactive whiteboard of your questions.

We will ask all attendees to submit their questions in advance so we can maximize our time responding vs soliciting questions.

If we don’t cover everything during the session our panel will respond to you after the session.

We are looking forward to us all working through your issues together!

This session will show you a way you can develop on your older software and be “Extension-Ready”! We will walk you through the concept of an extension, so your programming changes today can be quickly transformed into an Extension in the future.  After this session you will be confident enough to be able to take your customizations from base NAV and have them working correctly in extension-ready events.  There is plenty you can do today so when your company decides to move to BC your customizations will be ready too! This session is geared towards NAV 1.x to NAV 2018. This session will be available for CPE credits pending completion of session survey post event. Level: Intermediate

Join us as we explore how to automate the entire data conversions lifecycle to Dynamics 365 Finance and Operations. This session will include a discussion of processes, tools, challenges, and benefits. We will then dive-in to see it in action.

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.

A little direction in application set ups and the functionality available in the system can go along way in productivity and streamlining processes.  Check this video out for a little help from your NAV/BC Friends on your daily business needs!

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.

AR Automation does not have to be complicated… Make it easy on your business to make it easy for customers to pay you! Join Meredith Mitchell from Versapay who will showcase ChargeLogic, Versapay’s payments, invoice, and AR automation solution, integrated with Dynamics 365 Business Central.

Join the BCUG/NAVUG All-Star’s in a roundtable discussion on Supply Chain topics and Costing.

How to create an automated Excel macro that will massage your Smartlists automatically for you after downloading from GP.  We’ll explore better tools than SmartList to get your data out of GP including using Excel Reports, SSRS Reports, and even Power BI.  We’ll also explore how you can quickly visualize your data using tools like Tableau without having to spend hours slicing and dicing data in Excel.

Join the BCUG/NAVUG experts as they dive into the latest technical topics and share recent obstacles.  Bring your own questions and get answers!

Level: Basic 

Customer-centricity is now a de facto business imperative and improving the overall customer experience is a top priority. But delivering connected experiences is often challenging given the systems and data are often siloed in ways that mirror organizational structures. Join this session to learn how Dynamics 365 Customer Insights, Microsoft’s customer data platform, can enable your organization to gain a 360-degree view of your customers across channels and drive proactive business processes. Extend the solution using Azure Synapse Analytics to combine customer data with financial, operational, and unstructured IoT data to build custom machine learning models and gain AI-driven insights.

Evaluating the investment of a modification to standard BC may sometimes become a myopic decision.  This session will be an interactive experience to explore considerations for when it is a good business decision to modify, select an ISV solution or change a process workflow.  We will look at how to value each of the options and best practices for building the cost analysis. This session will be available for CPE credits pending completion of session survey post event.Level: Basic

AX can be confusing for new users. How do you export things? Search? Get the system to email you an alert? This session will go through tips & tricks for AX 2012, from basic tips you can implement right now to more complicated configurations that just might save you the cost of customizing something. This session is aimed at new and intermediate users and the goal is that everyone comes away with something to streamline their work.

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.