Thinking about changing your costing method in D365FO? What do you need to know, and what to expect. In this session, an inventory expert will demonstrate what you will need to consider and what to expect when making such a change.
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.
It’s easy to get started with Power BI, but it’s also easy to end up with an out of control data model that grinds report visuals to a halt. How can you find and fix the problems slowing down performance?
We’ll show you common pitfalls to avoid, along with handy tools to help you maintain and optimize your models, whether you created them yourself or inherited them from others. You’ll leave this session armed with the tools and knowledge you need to improve the performance, organization, and readability of your models, and monitor for the future to prevent angry calls!
Session Level: Intermediate
Role-based security and the concept of “Teams” are two of the powerful building blocks provided by D365 CE for a successful security design. Proper utilization of security roles requires an understanding of privileges, access levels, and how to properly setup your system organization hierarchy to serve as the dependable foundation. In this presentation, we will discuss how to modify out-of-box roles to create custom security roles tailored for your organization and how to utilize “Teams” for improved flexibility within your security hierarchy.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
Join this session to learn the tips & best Practices in Order Management. During this session we will cover the following:
•Convert Quotes to Sales Orders
•Order Types
•Customer Service Assistant Functionality
•Order Management Processing
•Order Management Wildcards
•Controlling the Process Manager This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Consultant and GP User Duo with a combined 33+ years of experience will share some of their favorite features of GP and help you make the most of your investment. Attendees will learn how to navigate more effectively in GP, how to be more efficient with everyday tasks and how to use new lookup techniques.
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.
Dynamics BC/NAV is fully embedded in Office 365, which means your ERP processes can now be performed directly in Office, where you are already doing your work. In this session we’ll show how you can now manage business interactions in Outlook, synchronize records between BC and Outlook, use Microsoft Teams to call your Dynamics contacts, share customer notes between BCand OneNote, and work with your financial data in Excel.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
In this session, Belinda will guide you through the use case of creating a Payables Transaction Batch Approval app in Power Apps. The app will also include a flow from Power Automate that will notify the AP department of the batch being approved. Finally, the new app, which contains the flow, will be placed in a Power BI report providing for faster review and approval; which will save you $$$.
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.
Learn how to use Imperative development techniques in PowerApps to increase their … power. Use advanced mathematical formulas on table records. Understand best practices to test your application to make it bullet proof and improve performance of your application. Make your application robust and resilient by implementing offline capabilities.
The content of this session is geared toward an audience with advanced-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
Discover how easy it is to report on payroll/HR information utilizing SmartLists, SmartList Designer (HR and Payroll) and SmartList Builder.
Be able to use SmartLists to review setups including deductions, benefits, pay codes and tax information.
Be able to use SmartLists to view employee assignments including employee deductions, pay, benefits and tax information.
Be able to use SmartLists to view employee payroll transaction history.
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.
CRM can make a significant impact when it is well executed. One of the most challenging aspects of an implementation is the integration. The next most challenging aspect is the change management. Attend this informative session to learn how Stonewall Kitchen and Innovia worked together to achieve amazing results using the built in Relationship Management in NAV/Business Central.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Businesses are changing and the pressure to close out the books is an ever-present pressure on the finance team. Add in the demands for reporting and accuracy, if not a wand, and the finance team have their hands full at period year. In this presentation, we will review some best practices and some ideas with tips and tricks to help finance professionals.
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.
In this case study, we will describe how a company in the glass industry captured IoT data for analysis in order to mitigate production quality issues. The company needed a solution that would reduce their data acquisition and processing time so they could make in-process changes to the production line and reduce quality incidents. We will highlight the strategy, approach and delivery of a system built with Azure tools that increases response to quality issues by more than 70 percent!
The content of this session is geared toward an audience with intermediate to advanced-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
In this fast-paced presentation we’ll walk through user personalization ranging from simple to more complicated, as well as personalizing cues, so that you can return to your office ready to make an instant difference in your team’s efficiency. We’ll also address key issues to consider when personalizing and building UI elements and Role Center.
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.
As the Coronavirus outbreak has spread, unprecedented challenges have arisen in distribution centers all over the world. Extraordinary measures have been taken to keep goods and services moving. Leaders in supply chain are building swift & agile response capabilities in order to mitigate the fallout from the crisis. Yet most organizations are still learning to cope with this new reality, and its post-pandemic impacts on warehouse operations. The need to quickly develop and adopt new capabilities that ensure long-term resiliency is now firmly on everyone’s minds.
This session will specifically address 3 fundamental shifts, their impacts on the DC, and how to build the capabilities required to maximize resiliency and long-term sustainability.
1.Consumer Consumption Changes
2.Re-Shoring Manufacturing
3.Robotics and Automation
Integrations with Business Central will also be highlighted in the Enabling Technologies portion of the presentation.
The post-COVID world awaits, and many businesses are starting to ask the question: “How will the changes to our businesses methodology and economic climate impact my tax burden in the coming years?” It’s a fair question, given the massive shortfalls to tax revenues and the potential ballot initiatives that may result. This presentation will help shed some light on what appears to be looming in the future and what your business can do to be ready for the inevitable.
Do you ever feel like the Power Apps interface could be more intuitive and user friendly? That it could better support fast data input and rapid changes? It can.
In this presentation, you’ll hear a story illustrating the art of the possible around creating an intuitive, easy to understand interface for fast-paced data input, told through the eyes of the Boys & Girls Clubs of America, who tapped into Power Apps for critical support of their Great Futures 2025 Initiative.
Session Level: Basic
With all that is happening in the world today how do you plan for what’s coming next. What are the key components of a strategic IT plan? How are other companies creating them? Hear an IRL story from an end user and from a consultant on what they have done and seen. Leave this session with new ideas to energize your planning process.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Life used to be so simple before when managing classic workflow business logic inside of the CRM user interface. But with the introduction of Power Automate Flows the CRM Administrator’s job has become more difficult. Power Automate has it’s own administration portal, stop tabbing around. I will show how to bring it back together in one Power Automate Admin Dashboard built on the CDS platform. I will walk you through the Dashboard components, the Power Automate flow logic behind it and share with you the managed solution I built to contain it all.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Want to connect to any system, especially non-Microsoft ones? Through the beauty of a REST API, you can! Using REST APIs to integrate solutions will ensure your integrations stand the test of time and are able to adapt with your changing business processes.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
If you have been wanting to get started creating Flows with Power Automate, this is your chance!
In this session, you’ll learn:
What can be done with Flows
How are Flows different than SharePoint Designer Workflows
How to create Flows for everyday tasks such as sending automatic reminder emails
How to create Flows from templates
The best resources for advancing your Flow skills
Where to get help
And more…
All concepts will be presented through live demonstrations!
Session Level: Basic
