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.
If this year has proven anything, it’s that businesses need to unite their workforce, remote and in the office, with the right collaboration tools. Microsoft Teams is THE collaboration platform to seamlessly connect your employees. Teams allows you to chat, meet, call, and collaborate all in one place, empowering remote workers to stay productive. In this session, you will learn the skills needed to become a Teams Administrator, including how to plan, deploy, and manage Teams with apps, channel meetings, audio conferencing, and live events.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
This session is ideal for accountants who are responsible for creating and generating financial reports for their organization but have little training with Management Reporter for Dynamics GP and SL. Learn the basics of report building blocks and leave with the know-how to create four key financial statements within Manager Reporter: Trial Balance, Income Statement, and Balance Sheet. Discover the power and flexibility of reporting trees and get the skill you need to present useful data to your executive team.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Join Sarah in this session where she will go through the top 10 things you probably won’t know related to Microsoft Technologies in Customer Service. This session will cover features WAY beyond just the base Customer Service app, and sure you’ll probably know a few, but will you know them all?! Tune in to find out and get up to date with Customer Service functionality.
We’ve taken the time to connect with several GP consultants, ISV’s and end users to come up with a list of 20 things you should never do in GP. Let’s learn from each other’s mistakes so that we never find ourselves in a situation that isn’t very desirable. Join us to learn some of the biggest issues clients face with Dynamics GP and how to open a proper support case with your IT team or partner.
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.
You already know that Power BI is a powerful tool for visualizing and presenting your data, but where do you begin?
In this session, we’ll provide you with a path for getting started and explain the differences between the desktop and service, Power Query and DAX, and different methods of sharing. This will be a demo-rich session with our favorite tips and tricks we’ve learned over the years, as well as pitfalls to avoid.
You will leave with everything you need to get started, including samples and resources to keep you on the path to Power BI success.
Session Level: Basic
We’ve taken the time to connect with several GP consultants, ISV’s and end users to come up with a list of 20 things you should do in GP.
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.
This targeted hands-on class is perfect for developers who are itching for an introduction to AL development to Microsoft Dynamics 365 Business central from scratch.
Class Topics:
•Introduction to VS Code Editor and AL Programming.
•Becoming familiar with creating new objects in AL.
•Becoming familiar with extending Base Microsoft objects using Events and Subscriptions.
•Understanding Report Development and word/RTC Layout in AL.
•Using In-Client Designer.
•Publish and Maintain Extensions.
•Using Debugger with VS Code.
Audience: C/AL Developers and new Business Central Developers
Level: Beginner
Preparation: Please bring an internet capable Windows PC laptop with Microsoft Dynamics 365 Business Central installed for use in hands-on labs.
Prerequisites: Visual Studio Code
Join us in this session to go through all the slicing and dicing options you can do in SmartList – including SmartList Export Solutions!
Leaning Objectives:
Learn all the components of SmartList
Streamline your searching functionality
Learn how to deploy Excel Refreshable Reports
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 much paper do you think goes in and out of your accounts payable (AP) department each week, month, and year? We would bet it’s a lot.
When you, or your AP team, are dealing with paper invoices and checks you could be spending more time tracking them down than you are reviewing and approving. That makes it inevitable for some not to get lost or misplaced during the process. Which could even lead to inaccurate spend and prevent you from forecasting correctly in the future.
That’s where AvidXchange comes in handy and removes the paper from overcrowding your AP team’s desks. Automating your accounts payable process will easily help you forget those pesky, misplaced paper invoices and checks for good.
Please join us to find out more about:
• Gaining access to your invoices and payments anytime, anywhere
• Increasing security when it comes to your business’ cashflow
• Saving your company money while being able to better forecast the future
• Fireside chat with an AvidXchange customer on why they automated their AP process
Customer case study – learn how Caplugs, a global manufacturer of product protection, implemented Business Central SaaS in 4 different countries over 12 months. Localizations, master data management, data migrations, 3rd party integrations, RPA, user training and lessons learned are just some of the topics that will be covered. If you are considering launching Business Central and want a global platform offering a single pane of glass back to corporate, this is the session for you!
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
Top tools and tricks for the Dynamics functional consultant to make your life easier and deliver a better end product for your users. Based on 5 years of experience delivering projects while occasionally pulling my hair out.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Interested in seeing what you can do with GP HR Features? You own this module, why not make use of it, whether or not you use GP for processing payroll. This session will provide an overview and give you ideas of what you can do with what you own.
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.
It’s no surprise that enterprise and mid-market organizations are benefiting from the investments made in cloud security, R&D and cyber security experts. Ongoing economic and global uncertainty has led many business leaders to fully recognize that migrating to the cloud is critical to their business continuity and success. The question is no longer IF, but WHEN to move their mission critical applications to the cloud.
During this session we’ll discuss ‘what’s possible’ when you transform your business with the power of cloud. Dynamics AX end of support (EOS), remote workforce and business continuity issues have forced organizations to re-think their on-premises operations or face the potential risks and consequences of non-supported mission-critical business applications. Join us and discover cost-effective cloud migration strategies and the extensive benefits your organization will gain from a full transformation to the cloud.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Is losing SQL access holding you back from moving to D365 or making support difficult? Do you need better tools when troubleshooting performance issues? Do you wonder when it’s best to use DMF or OData? Would expert advice help you when it comes to data entities? This presentation will answer those questions and deliver techniques that make your job easier. You will receive information on how the right tools help you do your job efficiently without SQL access in the Microsoft cloud.
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.
The technological landscape is continuously evolving as the field worker population consistently dwindle at a rapid pace (due to retirement). In this session, we will show a hands on demonstration of how Field Service can be transformed using the HoloLens 2 and Remote Assist. Less experienced or skilled workers can use the HoloLens 2 with Remote Assist to obtain visual guidance to solve complex problems in the field.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Attend this session to learn how to provide better customer service with Dynamics GP. 1) Let sales drive purchasing 2) Communicate order status to customers 3) Allocate orders 4) Use SmartList to drive user actions and reminders
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.
In this session we’ll cover maintenance options within GP (check links, reconciles) as well as reviewing your Dynamics install and tips related to keeping that clean and happy.
Learning Objectives:
Learn about check links and reconciles.
Understand your Dynamics.set file
Consider things that will help keep GP clean and running well.
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.
Made the decision to migrate to Business Central or just investigating? It could be a big project, and you need to know your options are before diving in. At this session you will:
§ Get a detailed, feature-by-feature comparison between GP and BC
§ Learn about the three primary ways that BC can be deployed, and the pros and cons of each
§ Learn about the three migration methods, including when to choose each
§ Get details on Microsoft’s migration tool and the gotchas to watch out for
§ Take home detailed sample migration plans and estimated project costs
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
How can you manage your paper-based AP operations with a distributed workforce? You really can’t if everyone is working from different locations. If this year has shown us one thing it’s that companies MUST take everything digital and provide access to company data from anywhere to maintain and grow their business. DocLink extends the value of your Dynamics ERP not only by allowing you to go paperless, but also automating your entire AP process from POs to payments. In this session you’ll hear from DocLink customers who have achieved success in going digital, and you’ll learn how you can:
• Eliminate paper and manual processes
• Capture and access documents instantaneously
• Streamline and accelerate approvals
• Automate 3-way matching
Join us to learn how to gain improved efficiency, visibility and control by going paperless and touchless in AP. This session is for the following products: Dynamics GP, AX, Nav, SL, D365 F&O and D365 Business.
