Search Results: AI (7919)

The cost of storage and API calls in the Common Data Service and Dynamics 365 can be a concern for many organizations. The good news is there are ways to reduce your cost for storage and for integrations by leveraging Virtual Entities. In this session we’ll take a look at building a custom data provider that connects to Azure SQL and eliminates the need to push certain kinds of data out of your Azure hosted or on-prem databases and into the potentially more costly CDS storage for your Model Driven App to consume.

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

In this presentation I plan to show, what is FetchXML. Simply Created with Advanced Find, and more powerfully with XrmToolBox’s FetchXML Builder.  I will compare the two, strengths and weaknesses, and demonstrate how to use them to get data out of Dynamics 365.  So after we have created the FetchXML, I will demonstrate how to FetchXML in SSRS, C# code for Console Apps, and Liquid in Portal Pages.

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

The average business has 7 different systems responsible for storing data, not just their ERP. We look at how you can use data warehousing to effectively manage your data across your complete technology stack, better enable system migrations, and future-proof your reporting. We also look at how you can leverage data warehouse automation to quickly manage and customize your BI project, as well as developing cubes to enable fast ad hoc reporting and powerful data visualizations. 

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

Level: Intermediate

GP’s Field Service Module can be used for much more than just ‘Field Services’ although if properly setup is fantastic for that!  Learn about creative uses of Field Service along with Contract Billing, Contract Management (tied in with inventory), Preventive Maintenance Tracking, Using for SOP and POP Returns Management and Depot Management, which is a way to provide an organized path for items returned for maintenance and even provides the ability to put the item back into inventory under a new item number as refurbished!

Learn more about the myriad uses for Field Service in Dynamics GP.  Learn how it interacts with other modules in GP. Understand how it can be implemented for all or just one of its functions!

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.

Join this session for an in depth look at how the service series functionality works together with the other SL core modules up through the general ledger. Understand the workflow and benefits of the tight integration with the service modules.

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

Level: Basic

This session will touch on several aspects of Fixed Assets, beyond the setup windows and into the practical use of the module.

Learning Objectives:

•Learn how to import assets into your GP Fixed Assets from your old system using Excel
•Learn ways to expedite the month-end close process
•Tie out depreciation and gain efficiency in your process

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.

What is Flexible Billings and how do I configure it to make my billings easier?  Join us as we answer this question and more while we review the Flexible Billings module and how it works with the Project, Allocator, GL, and AR modules. 

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

Level: Basic

Let’s discuss the best practices for GP deployment in these areas: GP Network Infrastructure, GP SQL Server Installs, SQL Configurations specific to GP, SQL Maintenance specific to GP and how to enhance performance of SQL Server with GP, GP User Security and Active Directory securities and how best to maintain, GP Application Configurations to enhance user experience, troubleshooting GP issues and how best to liaise between Accounting and IT!

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.

No need to convert from C/AL and customization to AL and Extensions lock, stock, and barrel. Learn how to take a hybrid approach by moving your base pages to AL, but keeping other code in C/AL. In addition to reducing upfront effort and cost, it’s a good solution to accommodate your ISV solutions that have yet to fully transition to Extensions. Learn the what, why, when, and where to apply a hybrid methodology to your Dynamics NAV/BC system as you evolve to Business Central and how to make smart decisions related to hybrid upgrades that make sense for your business. 

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

Level: Intermediate

This session provides a review of: 

•how foreign currencies are setup,
•how to assign currencies to customers, vendors and bank accounts
•how these rates flow into Sales and Purchase documents, 
•how the rates can be overridden as needed and 
•the related periodic activities
This session will be available for CPE credits pending completion of session survey post event.

Level: Basic

The decision to move your mission-critical business applications to the cloud is no longer IF but WHEN. Chances are you’re already successfully running applications in the cloud today. Cloud-based payroll, HR benefits, marketing automation and email are amongst the many available solutions that companies have been managing online for years. Historically companies hesitated to move business applications like GP, SL, NAV, AX and CRM to the cloud, but to stay competitive and drive business continuity, the time to migrate is now.

Regardless of your company size or industry, recent events have shown us how important moving to the cloud is for all businesses. As companies went to being fully remote for months, some found that their on-premises solutions could not accommodate a virtual work force and caused unnecessary problems with day-to-day operations. Real-time secure access to data, regular back up provisions, remote access for all users are just some of the cloud benefits.

In this session, learn best practices on how building an effective migration strategy and plan will support a successful move to the cloud and help maximize your business application investments.

If you haven’t been paying attention to PowerApps and the Power Platform lately you are missing a massive shift in the world of Dynamics 365 Customer Engagement.

As far as I’m concerned, Dynamics 365 Customer Engagement consulting, implementations, architecture, and approach – the entire CRM game – has changed forever; and we can’t wait to tell you what’s happening.

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

Geared to experienced Workflow builders and Power Automate novices, this will teach Dynamics 365 users how to make the jump to Power Automate. We will cover existing D365 workflow steps and how to replicate them in Power Automate, where you still want to use classic workflows over Power Automate, and of course some of the cool things you can only do in Power Automate such as querying for data other long requested features.

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

Dynamics NAV and Dynamics 365 Business Central development practices are changing rapidly. Moving from C/AL to AL, Visual Studio Code, code repositories, developing for AppSource – everything is a moving target. Learn about current practices to ensure you are developing for the future. 

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

Level: Basic

The question isn’t if, but when, to make the move to the Cloud. In this session, we will go through the process of migrating a customized on-prem solution to D365 Business Central. We will also cover how you manage your Business Central environments in the cloud. 

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

Level: Basic

Back by popular demand!  Pricing can have complicated requirements. D365FO can support these complicated business requirements in many different ways.  In this session, learn how sales pricing can be defined starting with a base price and adding layers of complexities through various options, such as: Trade Agreements, Customer Rebates, Trade Promotions, Commodity Pricing and Attributed Based Pricing.  See how Price Details and Margin Alerts can also be used to understand the final calculated price.

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.

Often as we upgrade through version of GP, we don’t stop to really learn the new navigation options.  Join this class to learn about the Navigation Pane & Lists, along with many other time saving tips.

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.

Smart is sexy and understanding what’s new in Business Central will make you the most interesting person at virtual cocktail parties. With Business Central at the core, we’ll show you the hottest integrations with Microsoft 365 and Power BI. KPIs are king and at your fingertips. See how you can report available cash, sales profitability, inventory value, and net income. With personalization tools and an enhanced user experience, everyone has the ability to work how they want in Business Central.

Join ArcherPoint’s Gwendolynn Massie, a 21-year Dynamics veteran and lover of all things Business Central, for your tour of the features that make you go “wow!” and make everyone see you for the rock star you are.

Companies are planning on how to safely reopen offices and have employees working safely in-person . During this session, we will cover how the Power Platform can help you decide when it is safe to reopen, manage risk of exposure at your workplace, track who will be in the office, and identify potential exposure. This session will cover Microsoft’s Return to Workplace solutions, custom solutions with Power Platform, and using AI to automatically track occupancy limits.

There’s nothing more powerful than the efficiency of paperless automation combined with Microsoft Dynamics 365 in the cloud. During this session, our automation experts will show you firsthand how together MetaViewer and Business Central increase financial control and end-to-end visibility of the supply chain for streamlined and strategic business decision-making.