Search Results: AI (7983)

Just thinking about the many options now to deliver advanced reporting and analytics will make your head spin! Attend this session to discover the options available for Dynamics 365 Finance & Operations including embedded power, data warehousing, and Common Data Model (CDM). A D365 and business intelligence expert will review and discuss the benefits and drawbacks (price, development time, security, approach, scalability, etc.) for each.

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.

How the right choices can meet financial and operational requirements. You can capture your cost elements and incorporate them into your inventory costs. We will review different approaches for incorporating fixed and variable costs into your inventory.  

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

Level: Basic 

Everyone would love to carry just enough inventory to meet their demand and nothing more.  Achieving that is easier said than done.  Business Central has some flexible tools to help you take a step in that direction.  In this session you’ll learn how the Material Resource Planning (MRP) functionality works and we’ll see some examples of replenishment suggestions that are system generated.  We’ll also talk about the best way to approach implementing MRP in your organization to maximize your potential for success. 

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

Level: Intermediate

We all know there will be gaps in functionality between your customer’s requirements for manufacturing and what Business Central provides. But how do you bridge those gaps? We’ll discuss how to use extensions, both private and public (aka Apps), to provide the additional functionality you need. We’ll also cover how to leverage add-ons and embedded IP (private extensions) through a case study focused on meeting a company’s manufacturing requirements. 

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

Level: Basic 

Planners and planner-buyers are the only source of solutions! But they are much better at it when educated and armed with decent MRP software. In this session, Nigel Cox will discuss best practices and warn of common faults and misconceptions about this widely misunderstood and mis-used toolset.

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

Also relevant for BC/NAV and GP users.

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

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.

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.

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

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.

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

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

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!

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