This is a powerful tool. To often it is thrown in. What to think about difference between menu groups and security groups for roll based access. Learn what screens should be used and what the settings mean and effect on what the users see.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Join us to understand balance vs blending of all areas of life. We will outline 3 priorities in 3 areas of life and create an action plan to achieve them while learning delegation tips and tricks.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
This session will give you a whole list of easy but powerful takeaways to share with your team. No PowerPoint here! We’ll demo 50 tips LIVE inside of Dynamics 365 Business Central so you can see for yourself how to accomplish things faster, easier, and with more efficiency! Join us for this very FAST 50 minutes with a special emphasis on tips for finance professionals.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
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.
This session will be available for CPE credits pending completion of session survey post event.
This session focuses on using the Microsoft platform to leverage Power apps to create one single source for mobile approvals across system wide workflows. We will illustrate how you can couple best practice out-of- box solutions in workflow design with power apps to provide one app to manage review and approve all workflows across the system from purchase requisitions to budget approvals. Rather than apply a customization, the solution uses power apps to create a more economical and holistic solution for workflow management.
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.
Looking to be the office hero after Summit? This session will give you a whole list of easy but powerful takeaways to share with your team. No PowerPoint here! We’ll demo 50 tips LIVE inside of Business Central so you can see for yourself how to accomplish things faster, easier, and with more efficiency! Join us for this very FAST 50 minutes!
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
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.
