Search Results: AI (7912)

If you’re seeking a thorough overview of the manufacturing functionality of Dynamics 365 Business Central, this course is for you!

Dive in from a user’s perspective with this hands-on full day course where you’ll gain a thorough understanding of the topics below, allowing you to meet the daily challenges of leveraging Microsoft Dynamics 365 Business Central. 

Class Topics:

•Raw Material & Finished Good Item Setup for Mfg
•Create Production Bill of Materials 
•Create Basic Capacities (Work Centers & Machine Centers) & Routings
•Create, Process, & Finish a Production Order 
•Lean Manufacturing Capabilities for Auto Reporting of Material & Labor
•Manufacturing Setup 
•Sales Order Interface to Production Orders 
•Reorder Policies for Purchases, Production, Transfers, & Assemblies
•Setup Forecast for Planning (MPS/MRP)
•Planning Worksheet (Optimize creation of Purchase, Production, & Transfer Orders)
•Subcontracting (Outsourcing of Production Processes)
•Advanced Capacity (Infinite/Finite Methodologies)
•Shop Loading (Managing Shop Floor Schedule)
Audience: This course is intended for users who want a working knowledge of the basic and advanced functionality in manufacturing. 

Level: Beginner to Intermediate

Prerequisites:

Before attending this course, students must have: 

•A basic understanding of Microsoft Dynamics 365 Business Central or Microsoft Dynamics NAV
•A basic knowledge of Inventory in Microsoft Dynamics 365 Business Central or Microsoft Dynamics NAV
•A basic understanding of manufacturing terminology and processes 
Preparation: Please bring an internet capable Windows PC to class for the Academy’s hands-on training environment.

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 

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.

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

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.

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.

Calling all Management Reporter users!  Come see some of the most recommended Tips & Tricks for report design, reconciliation and distribution to have smooth sailing financial reporting ship.  Maximize your knowledge and use of Management Reporter in this crash course of “favorite features”.  Bring your questions and report design scenarios to share in this casual and informative session. 

Do you sometimes feel overwhelmed when it comes to choosing “the” Microsoft tool to use for your analytics projects? Join this session to learn about various options for data movement and integration in order to employ the right analytics strategy for you. Topics covered will include Power BI Dataflows, Azure Data Factory, Azure Synapse, Azure Stream Analytics and more. Select live demonstrations will be used to illustrate use cases.

•     Discover the use case for different available tools

•     Examine the components and architecture options for different approaches

•     Appreciate the benefits and drawbacks of each option

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.

There is no doubt that Microsoft Dynamics GP can improve account payables operations for all types of businesses. This ERP gives you peace of mind that your AP processes are being implemented smoothly day to day. Now imagine what you can achieve when you pair this powerful ERP with Yooz, the leading AP automation solution on the market. 

Achieve the highest level of automation with completely paperless AP, the fastest processing times with same day invoice approval, and unmatched savings for maximum ROI. 

Join us to learn why integrating Microsoft Dynamics GP with our AP Automation solution is the key to achieving your best AP workflow yet. 

Hosted by Casey Dial, Regional Director of Sales at Yooz North America. 

To survive and thrive, organizations need original thinking. Yet most individuals stay silent instead of voicing their best ideas, many leaders stifle dissent rather than encouraging it and businesses often listen to the person who is the most confident rather than the most competent. Tune in as Adam describes how you can unleash original thinking. Find out how to evaluate and champion new ideas; how to create psychological safety and build cultures that welcome diverse perspectives and honest feedback; and why we should not be afraid to fail. Engaging and entertaining, Adam’s presentation could change the way you live your life!

Are you or your small team charged with managing GP for an organization with lots of GP companies and similar tasks daily, weekly or monthly? If you’re performing the same task more than once (ok twice) there’s opportunity for automation because you have better things to do with your time!  I’m the sole admin for 49 GP databases and I’ll show you how I use SQL to automagically open the GP fiscal period for a new month, run an automatic daily AR aging process and more across our entire GP enterprise.

Participants will learn how to:

1.Create a SQL process to automatically open the new fiscal period for one or more GP companies;
2.Use SQL to automatically ‘age’ all accounts receivable customers daily;
3.Automatically generate an AR Aging and email it as an attachment directly from SQL

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.

While PowerPlatform offers connector for Business Central to 50+ prebuilt exposed API’s, there are reasons why you would need more. And this ‘more’ can come only through custom connectors. That means if you add some custom field, or if you want to connect PowerPlatform with nonexposed tables, you will need solution.

In these scenarios you need to build API’s and custom connectors. This is not so complex but requires a bit different approach. At this session, you will see how to expose custom API, how to build custom connector and create Power App and Power Automate based on custom scenarios. 

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

Level: Advanced