Join us to learn about some XRM Toolbox features and functions to make a CRM Admin life a little easier. This session will cover how to:
1-Embed Power BI on a form
2-Use Fetch XML and views to build a Power BI dashboard
3-Use Ribbon Workbench to add and remove buttons
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
Do you love Power Apps? Are you tired of plain and boring interfaces? Do you want to design beautiful user interfaces? Then you don’t want to miss this session!
In this session, you will learn about design guidelines and recommendations to build engaging and productive apps that your users will love.
Session Level: Intermediate
Each user of the Business Central application wants their experience to be unique. We each need to see information on pages in our own unique format. During this session, we’ll review how to configure your experience to be your own. We’ll review how to configure and personalize each page to both maintain consistency within groups and also had to individualize your user experience.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Not currently using Fixed Assets? Why Not! We will cover the benefits of using Fixed Assets even if they are not integrated to the G/L. Let’s dive into best practices and the benefits of using more of the Fixed Asset functionality including multiple Depreciation Books, Tax Calculations, and options for capturing Maintenance and Insurance.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Do you wish you could shop multiple carrier rates and manage all parcel shipping without leaving Dynamics 365? Want to get customers the cheapest rates and the fastest delivery times in seconds? Hyland’s Standard Homeopathic Director of IT, Steve Hey, shares results from Hyland’s implementation of a real-time, integrated shipping solution inside Dynamics 365. Learn about the company’s journey and the business impact of faster, easier, unified shipping.
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.
In today’s work environment, the cloud gives more people access to solutions from a variety of devices. Users complain of multiple log-in requirements. In this session, you will learn how to implement a Single Sign On in the Azure Cloud, along with other ways to consolidate identities across the board for your various servers while still maintaining a secure environment.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
In this course users will learn how to create a workflow for Payables Transactions in Dynamics GP. Route and send documents for approvals to GP and non GP users! Create tasks for users to complete! Email notifications and approval links to users. Add users to the workflow without requiring GP licenses. GP 2016 or newer (versions applicable).
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.
Looking to step your game with Management Reporter for Dynamics GP and SL? This session will show you how to create three complex reports: a Consolidated Income Statement, A Dynamic 12-Month Income Statement and a Cash Flow Statement. Plus, learn how to use non-financial data (or KPIs) to present data to your executive team.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
The modern workplace means every department – from accounts payable to human resources to legal – needs to be able to communicate, collaborate, and do their best work from anywhere, not just the office. This session will detail how DocLink can enhance your Microsoft Dynamics deployment by allowing you to go paperless and touchless in any department to:
• Eliminate paper-based document processes
• Capture, process, retrieve & deliver documents automatically from anywhere
• Streamline previously manual processes
We’ll share real-world company experiences and show you how to stop manually processing your documents and gain greater efficiency. Join us to learn how you can automate workflows and streamline your day-to-day responsibilities for complete visibility into your processes and data. This session is for the following products: Dynamics GP, AX, Nav, SL, D365 F&O and D365 Business Central.
Workflow options are ever expanding. This session will demonstrate options you may not know exist, including routing by financial dimension, conditions and automated processing additions. You will also learn how to set up and incorporate the new configurable hierarchies in the workflow process. You can make workflow work for you!
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
Management Reporter has many built-in features that can help you build great financial statements. In this session, learn how to automatically add new accounts and descriptions to Row Definitions, create new Reporting Trees, add additional text from reporting units, sort data, renumber row codes and more.
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.
Building balance sheet statements and cash flow statements in Management Reporter is not as difficult as they might seem. We will look at built-in functions to help build these statements like Rounding Adjustments, Complex Calculations, IF Statements and more during this session.
This session is geared for an audience with an advanced skill set.
This session will be available for CPE credits pending completion of session survey post event.
Come see how Microsoft Management Reporter can be used in your organization to simplify and automate the reporting process! Main features of Management Reporter will be shown like report creation, generation, distribution and analysis of the financial data with drill down capabilities.
Level: Intermediate
In this session, we will be breaking down the common cost components involved in manufacturing: how do we set these up, but more importantly, how do we utilize these to our advantage during in the manufacturing process? Suitable for accountants and non-accountants: anyone who has an interest in the cost makeup of a typical production run. How do we best use the tools available within Business Central, even those that you may already be familiar with, and hopefully a few more, to maximize our analysis potential.
This session will be available for CPE credits pending completion of session survey post event.
Level: Advanced
In less than an hour, learn over 50 tips and tricks used by Management Reporter users in handling their financial reporting requirements. Sort data. Run multiple reports at one time. Set security by department. Learn about all of these plus many more.
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.
Did you know that you have the ability to put multiple projects on a single contract, or even create a project hierarchy with sub/child projects? You also have the ability to add multiple funding sources to a single contract and create billing rules to determine how the billing responsibility can be broken down. Additional billing rules can be configured based on milestones, delivery of unit of measures, and project progress (% complete). All of these options can be configured to be invoiced and billed collectively.
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.
MSX Group Prospero® is your next-generation solution for budgeting, forecasting and financial reporting. With Prospero® you can create sophisticated budgets, forecasts, and boardroom-quality reports – all without IT assistance or custom programming. Prospero is designed to leverage the latest technologies, platforms, and operating systems, while continuing to remain relevant to your current legacy environment and investments. Prospero can be implemented in days, not weeks and allows you to convert your exis
How do you know who has access to what? What are the best practices for managing your BC/NAV security? We’ll discuss how to create a good process to make sure employees can do what they need to and not what they aren’t supposed to. This session will cover the steps required to set up a new user in BC/NAV. We’ll also review the processes to assign permissions, manage user groups, set up warehouse security and how to create customized permission sets including a demonstration of the permissions recorder. Bring your questions, real life stories, and be prepared to share how you manage BC/NAV security in your company. This session will combine How-To presentations with interactive discussions to share best practices and fresh ideas.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
If you are new in manufacturing or new in Business Central production module, it will be the right session for you. I’ll explain the basic concept from items setup, BOM’s, routings how to handle with Production Orders, how to post consumptions and outputs… Of course, you will see a lot of tips and trick and how to avoid mistakes in manufacturing as some of them cannot be resolved easily. For better understanding, we will build one virtual ice-cream factory.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Learn how to use Docker to manage multiple Business Central environments on your own computer for testing and development. We’ll use BCContainerHelper to make it easy to get Business Central running in Docker.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
