Search Results: AI (8041)

If you are emailing  sales invoices, chances are that you are not doing it in an optimal way. There are many possible improvements of this process and we will describe the most beneficial ones. We’ll discuss the critical emailing shortcomings in D365FO and will show you the potential solutions. Whether you are a power user or a functional consultant, we will teach you which customizations to require from your developers in order to get the most out of your emailing process.

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 nothing more frustrating than experiencing issues mid-migration from AX 2009/2012 to D365FO. In this session, you will learn how to pivot your migration and rejuvenate the implementation while maintaining the project timeline and reducing the budget. Hear directly from Dynamics user, Organogenesis, on how they dealt with issues during migration and successfully finished their project on time and on budget.

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

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

Come learn how the James M. Pleasant Company (JMP) improved its CE quoting process with an integration to sales orders in Finance and Operations.  JMP leaders will show their solution using  Power Automate (Flow) to send  quotes from CE to Sales Orders in D365FO. The solution allowed the company to standardize its packaging options – live data pulling from one source! If time permits, we will showcase a few other ways JMP is using the Power Platform.

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

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

Do you want to drive value and deliver results for all of your technology initiatives?  Join AXIA Consulting’s Greg Pitstick to learn how to quickly identify the areas of your business that can be changed to deliver bottom-line results such as reduced inventory, increased on time delivery, reduced costs and increased margin.  During the informative session we will show you:

•     How to identify the real opportunities to generate bottom-line value from your Microsoft ERP implementation

•     How to achieve the results using your existing Finance & Supply Chain implementation or with a new implementation.

•     Pitfalls and traps other companies encountered when trying to achieve improvements

•      A reusable framework you can use to identify, quantify and deliver results

•     Real-world examples and results!

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

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

This demonstration will provide key concepts of Logic Apps for integration requirements, and how they work with Dynamics 365 Finance/Supply Chain.

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.

Now, more than ever, you need efficient processes to get packages delivered to your customers’ docks and doorsteps. In this session, you’ll learn about how the Blue Horseshoe Supply Chain Cloud works with D365 to help you: 

•Use D365 data to connect directly with top parcel carriers like USPS, UPS, and FedEx to get accurate shipping estimates, generate carrier compliant labels, and more. 
•Manage asset movement and freight handling across your logistic network including equipment, drivers, dispatch, and settlement.
•Optimize routes, save fuel, and increase driver efficiency. 
You’ll also learn how D365 and Supply Chain Cloud helps you build a digital supply chain while giving you a control tower view of your warehouse and logistics operations.

Upgrade and implementation considerations can be particularly daunting for organizations with fewer than 150 users. We’ll look at all the considerations for upgrade or re-implementation including cost, hassles, customizations and code base moves from the perspective of the small organization. We’ll answer the following questions:

•    How will be the environments on the cloud/Azure or on premise? How many environment will we need?

•    What are the advantages/disadvantages in doing fresh implementation/s upgrade? 

•    How to handle the code base and data migration?

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 post event.

Your organization’s success is increasingly reliant upon the organizations that make up your supply chain. You may be utilizing multiple solutions from different companies, and trying to figure out the optimum way to have them all work together. TrueCommerce is the most complete way to connect your business across the supply chain – integrating everything from EDI… to digital storefronts and marketplaces.  Please join this session to learn how your business can grow to the next level of profitability and cost savings by leveraging TrueCommerce. 

Topics will include Dynamics 365 integration for: 

o    EDI for Customers, Vendors/Suppliers and 3PL Warehouses

o    Storefronts

o    Marketplaces

This session is for developers who would like to discover new ways to build reports that are even more useful to the business. Learn how to develop advanced SSRS reports using precision design in Microsoft Visual Studio. See the importance of Controller, Contract, UI Builder and Data Provider and hear us explain how to call multiple reports and develop complex report designs.

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 exciting, yet practical hands-on course you’ll learn how end users can configure Microsoft Flow to create customized emails and approval processes to people both inside and outside of Dynamics 365 F&O, based on the new Business Events framework. You’ll learn how alert rules, workflows, change-based events, and much more in F&O can act as triggers to perform functions outside of the system.

Learning Objectives

Following this course you will be able to:

•Explain the basics of Business Events
•Explain the basics of Microsoft Flow
•Create alerts in F&O that trigger a Flow
•Create a Flow that triggers off a change in F&O
•Create an approval process in Flow based on a Business Event in F&O
•Update a record in F&O when an approval is completed
Preparation: Please bring your own internet capable Windows PC to class for the hands-on lab portion/class exercises.

Are you in the government contracting industry? If so, you’ll want to join this session where a D365 user addresses how her company set up D365 to automatically handle required rate calculations, incurred cost submissions, work breakdown structures, unallowable costs, and audit response. It’s a can’t miss!

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.

Microsoft includes many data analytics and AI tools in D365, come learn how to leverage them to better utilize your sales resources and drive revenue.

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

If you have the daunting task of training a large workforce or one spread across the country, we can help you wrangle them in and do a bang-up job! We will provide the necessary tools! We have successfully trained nearly 1,000 users in 150 offices, with only one dedicated CRM resource.

This targeted, hands-on, deep dive Academy training session will deepen your understanding of the Dynamics 365 Supply Chain Management module. We’ll cover all of the foundational setup, configuration and parameters necessary for warehousing. 

We will build configurations to run your warehouse on D365 SCM but many of the concepts reviewed in this course will also apply to the WHS Module in Dynamics AX 2012 R3.

Learning Objectives

Following completion of this course you will be able to:

•Configure your warehouse setup for locations and zones
•Manage loads, shipments, waves, and work fundamentals
•Build efficient sales order and transfer order processes
•Leverage both system directed and user-initiated picking processes
•Review and manage replenishment set-up options
•Direct containerization and packing
•Validate staging and loading processes
•Oversee cycle counting
•Manage your inventory
Level: Intermediate

Preparation: Please bring an internet capable Windows laptop for hands-on labs and exercises.

Learn how to utilize the Advanced Distribution to implement fulfillment orders. Utilize navigation lists, fulfillment workflows, and processes to move a document through the full order to invoice process fluidly. All current GP versions 10+ applicable.

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.

D365 Finance and D365 Supply Chain Management provides various options for it to Interact with different systems. The goal for this session is to go over the options available for Integration, pros and cons of each of the options and best practice which needs to be followed before choosing Integration method and during implementations.

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 this session, an Inventory expert will present 15 novel ways of using AX 2012 and D365FO that aren’t immediately apparent as being out-of-the-box functionality. Be ready to bring your own! A few topics this session will include are:

1.     Modeling multiple companies inside a single system company

2.     Real Master Planning as defined by APICS

3.     Contract selling with a distinct sales price dependent on how materials were sourced

4.     Customizing costing for a not-for-profit where most inventory was donated

5.     Catch-weight solved without using AX/D365FO catch weight functionality

6.     And many more!

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.

When everyone works from home, how do you maintain vital controls to prevent fraud?   Listen to real world examples of how frauds can happen, who perpetrates them, and methods to prevent losses.   Learn about how you can configure SL to enforce segregation of duties, audit access to key screens, and provide traceability for DCAA compliance

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

Some companies allowed remote workers in the past, yet others have not until the Coronavirus arrived. Security and access to data, like the rest of your business processes, needs to now be looked at a bit differently. The good news is that it’s likely your company has many techniques in place already, or ready to implement. However, some controls are often overlooked, and a since ‘a chain is only as strong as its weakest link,’ it’s critical all security controls are addressed. Discover commonly overlooked controls and the steps to ensure security is not compromised with a remote work force.

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. 

A deep dive session into how to write automated test cases in the Dynamics 365 Supply Chain Management module using the ATL (Acceptance test library). After completion of this session, you will know how to create consistent test data, increase the readability of test code, and support the high performance of test data across the D365 Supply Chain module.

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.