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

Join Shawn as he walks through the steps Contoso Electronics completed to take their on site engineer service to the next level by working together with their existing Customer Service solution. Learn how to integrate remote assist and connected service solutions together with existing case management, reducing the need for costly on-site engineers to only essential trips and overall, improving customer satisfaction.

This session is part of an integrated solution with Dynamics 365 for Customer Service, Marketing, Customer Insights and Power Platform. It showcases how the individual solutions work together and support the customer journey from start to finish.

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

Was your first thought “What is a Data Model?”, if so this session is for you. If you know what a data model is but want the Power BI perspective, this is also for you. When you think of optimization, the first thing that usually comes to mind is speed. Often overlooked are the things you should do to your Power BI solution to make it easier for end-users to consume, which sets you up for successful end-user Self-Service. In this session we will go over the data modeling 101 and the top things you should do to enable Self-Service

What is Power Apps and why should you care?  

This introductory session will help those who probably heard of Power Apps, but maybe you haven’t had a chance to use it. 

Learn the basics as we build an app from scratch to replace a classic problem:  a shared spreadsheet.

Session Level: Basic

The Allocator is a very powerful module in the Project Controller suite.  It can make your days light and breezy or can leave you pulling your hair out.  Join us as we get into the Allocator module and look at the many ways it can help you in your day to day tasks.    From Labor Costing to Expense Markups to Revenue and Invoice line item generation – Allocator can do it all! 

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

Level: Intermediate

This session is a case study for designing and building an application security framework that supports the needs of a large manufacturing company, and also drives least-privilege access and business ownership of security roles and risks during a D365FO implementation. We will start with an overview of how U.S. Venture, Inc., designed its security roles by building a segregation of duties rule set, and creating compliant task-based roles as the foundation for ensuring appropriate access and proper control throughout the D365 environment. This presentation does not require detailed knowledge of D365 security.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

This session is a case study for designing and building an application security framework that supports the needs of a large manufacturing company, and also drives least-privilege access and business ownership of security roles and risks during a D365FO implementation. We will start with an overview of how U.S. Venture, Inc., designed its security roles by building a segregation of duties rule set, and creating compliant task-based roles as the foundation for ensuring appropriate access and proper control throughout the D365 environment. This presentation does not require detailed knowledge of D365 security.

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.

Does the name matter? In this case it does. What was once Office 365 is now Microsoft 365, a more robust solution for office productivity and security. In this session, you learn how Microsoft 365 will help you achieve more with innovative Office apps, intelligent cloud services, and world-class security. 

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

Level: Basic

Join us for a discussion with AXIA’s Consulting’s D365 Practice Lead, Doug Blitzer, Managing Director John Tierney, and CIO of Performance Health, Adam Shapiro to learn about about  the critical importance of a holistic business analysis when considering an implementation or upgrade to D365 from AX and/or other ERP systems. We will look at:•     The top 5 areas to evaluate when considering the move to D365 from AX (or any legacy ERP)•     Why a holistic approach centered around business value is critical •     Understanding where the opportunities lie for process improvements and efficiencies to help set the objectives for the implementation / migration project and bolster any supporting business case•     Considerations when performing the assessment and building the implementation / migration plan•     Determining is your organization ready?  Is the timing right?The content of this session is geared toward an audience with beginner-level and higher knowledge of the subject area.

Now is your opportunity to learn how to set up a cash flow forecast. Follow along step by step in Business Central and you’ll be ready to do one for your own company in no time. 

Does the document management system you’re using (or considering) come up short as transaction volumes increase and workflows become more complex? 

Are you constantly switching among ERP, CRM, and other systems looking for documents, email, and other electronic files? 

Have you ever screamed WTF (where’s the file…or email) in frustration?

Join the Datahaven team as we highlight how Datahaven 365 and its advanced scanning, OCR, and workflow approval solutions streamline paperless processes for:

•AP automation
•procure-to-pay and
•quote-to-cash
And these are just some of the solutions we offer. 

With its patented virtual folder structure, Datahaven 365 is the only embedded document management solution available across a full range of Microsoft applications and platforms, including 

•Finance & Operations
•Customer Engagement
•Business Central
•Power Apps
•Outlook and 
•Teams
By attending our session, we will automatically register you for our Summitland giveaway, a $250 Amazon gift card!

Every Dynamics 365 implementation is a change management project. The cornerstone of change management is training. Most training in Dynamics 365 Finance and Supply Chain projects are openly acknowledged but poorly executed. Join us to hear about a large home improvement retailer’s training journey and their success.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

Web Apps provides opportunities to remotely access Microsoft Dynamics SL. Attend this session if you are a general Dynamics SL user to see a live demonstration of Web Apps and how you can remotely, on any device, access Microsoft Dynamics SL data and features. This session focuses on Quick Query, Reporting, Maintenance screens and more.

Upon completion of this session, participants will be able to describe the Web Apps non-project features, including:

Maintenance screens

Quick Query

Web Apps Printing features

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

Level: Basic

Anthony Brooks-Williams and I discuss how HVR takes hybrid cloud to the next level, providing data-replication and data-integration solutions.

The surging and superior results from Amazon’s “traditional” businesses might provide Bezos with the impetus to spin out AWS next year.

Did SAP suffer a mortal blow with Q3 results or will the company be able to rally behind the customer-centric vision of CEO Christian Klein?

Why I feel that Bill McDermott and ServiceNow could deliver meaningful impact and value to much-larger vendors SAP, Salesforce, and Oracle.