Search Results: AI (8519)

Lot/Batch Management is critical to any process-related industry.  This session will provide you with tips and tricks that you  need to track your batches in D365 using Batch Attributes (Both Product and Customer-specific), Batch Inheritance, Batch Merge and Item Tracing.  Using this powerful tool in D365 can help you prepare for product recalls and compliance audits.

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.

A discussion on Workflows and the options to replace them with Power Automate or other technologies.

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

We’re bringing back a hugely popular session: 50 things you may not know about SL.  This is a fast moving collage of tips to make SL more efficient. 

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

Level: Basic

Do you find yourself doing the same things over and over again in GP?  Do you have lots data to enter/update?  This session will introduce macros and how they can simplify repetitive tasks in GP.

Many aspects of GP Macros will be covered:

  Introduction to macros

  Creating and running macros

  Editing macros

  Merging your data with a macro to add/update multiple records using Replicator

If you’ve never used a macro or if you are an expert, this session will help you be more efficient in your day to day tasks.

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.

Your customers need a Warehousing solution. You are rolling out Dynamics 365 Business Central but not sure what it does or can do. Come to this session to see what Basic Warehousing offers and discuss next steps to Advanced. We will also round out the discussion with Warehousing ISV Add-on’s. 

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

Level: Basic

If you’ve used Dynamics 365 Business Central, you’ve probably seen the Open in Excel and Edit in Excel options. But have you used Business Central Workflows or Customer Insights in Outlook? Have you used Power Platform to automate Business Central processes? Or created Microsoft Forms Pro surveys based on Business Central data and events?

In this session, we’ll show you 6 great ways that you can leverage Office 365 and the Power Platform to increase productivity and get more value out of Dynamics 365 Business Central. 

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

Level: Basic

You have critical business information in multiple places, but are you using the available APIs to consolidate data points together in a way to foster new insights and good decision making? We’ll walk through the process of accessing APIs and getting data from disparate sources. Do you really need to be a developer? What are things you need to consider when working with web services? What about working with Excel, Jet Reports and other reporting tools? We’ll feature practical examples of the power of Web Services and how to make your data useful so you can take action. 

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

Level: Intermediate

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