Discuss perceived barriers for women in the workforce, learn how to prepare yourself to be chosen for a leadership role and invited into the boardroom, and gather tips to seize opportunities to set yourself up for success!
Level: Basic
Discuss perceived barriers for women in the workforce, learn how to prepare yourself to be chosen for a leadership role and invited into the boardroom, and gather tips to seize opportunities to set yourself up for success!
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.
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
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.
In this session, we will discuss the successful implementation of D365FO from a customer as well as a partner perspective. We will discuss what went right as well as what went wrong from both perspectives, including functional and technical scope considerations, technical requirements and needs for the client based on scope decisions, impact to non-D365FO enterprise data assets, how this implementation fits into the company’s long-term plan. This session will start from proposal and partner selection and go through current state.
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.
Join us for a walk through and demonstration of how to use Power Platform with D365 Finance and Supply Chain. The demo will include Power Apps and Power Automate flows communicating with D365FSC in real time for quality control, and vendor invoicing. The presentation will also involve a discussion of important considerations related to creating Power platform content that uses ERP data.
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 session will highlight a real-world use case of a client’s evolution in their data journey from original system implementation to actual dashboards and reporting. The session will concentrate on lessons learned, potential pitfalls and will showcase the final result: An actionable Power BI workspace that provides analytics for the enterprise!
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.
The Power Platform with Canvas Apps, Power Automate flows and all the goodies that the Common Data Service offers is making Citizen Developers as well as Pro Devs super efficient in building apps and complete enterprise grade solutions. But what about ALM? Is build/deploy automation and proper CI/CD even possible?
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
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.
There is no doubt that Microsoft Dynamics GP can improve account payables operations for all types of businesses. This ERP gives you peace of mind that your AP processes are being implemented smoothly day to day. Now imagine what you can achieve when you pair this powerful ERP with Yooz, the leading AP automation solution on the market.
Achieve the highest level of automation with completely paperless AP, the fastest processing times with same day invoice approval, and unmatched savings for maximum ROI.
Join us to learn why integrating Microsoft Dynamics GP with our AP Automation solution is the key to achieving your best AP workflow yet.
Hosted by Casey Dial, Regional Director of Sales at Yooz North America.
Are you or your small team charged with managing GP for an organization with lots of GP companies and similar tasks daily, weekly or monthly? If you’re performing the same task more than once (ok twice) there’s opportunity for automation because you have better things to do with your time! I’m the sole admin for 49 GP databases and I’ll show you how I use SQL to automagically open the GP fiscal period for a new month, run an automatic daily AR aging process and more across our entire GP enterprise.
Participants will learn how to:
1.Create a SQL process to automatically open the new fiscal period for one or more GP companies;
2.Use SQL to automatically ‘age’ all accounts receivable customers daily;
3.Automatically generate an AR Aging and email it as an attachment directly from SQL
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.
Power BI is being implemented at many organizations at a rapid pace. Unfortunately doing so without a plan can lead to “wild west of reports” with everyone doing their own thing, lack of governance, standards and potential for poor adoption.
During this session I will provide you with tips, use cases and a best practice framework that has been refined from hundreds of successful enterprise scale implementations. You will leave with the confidence to implement Power BI, create your own center of excellence and ensure success at your organization.
Session Level: Basic
A roundtable discussion of how different roles in the organization utilize data from DSL in different ways. How can technicians, business team members, departmental leaders and executives all work together to narrow the gaps in information and break down silos between different areas of the enterprise.
Level: Intermediate
There is no doubt that Microsoft Dynamics GP can improve account payables operations for all types of businesses. This ERP gives you peace of mind that your AP processes are being implemented smoothly day to day. Now imagine what you can achieve when you pair this powerful ERP with Yooz, the leading AP automation solution on the market. Achieve the highest level of automation with completely paperless AP, the fastest processing times with same day invoice approval, and unmatched savings for maximum ROI. Join us to learn why integrating Microsoft Dynamics GP with our AP Automation solution is the key to achieving your best AP workflow yet. Hosted by Casey Dial, Regional Director of Sales at Yooz North America.
This session will be a refresher on the components that make Microsoft 365 a compelling platform as well as diving into specific use cases of the components within the stack that include enterprise mobility and security.
EDI is mission critical for many companies moving to D365 Finance & Supply Chain Management. And the smart companies are seeing why their EDI choice can help their implementations succeed.
During this session you will learn:
1.How to minimize impact on your trading partners while you go through an ERP change.
2.How to avoid D365 software customization for EDI and stay up to date with regular Microsoft D365 updates.
3.How to leverage your EDI solution to validate the data migration.
4.See a working integrated EDI solution in action.
We will end the session with a Q&A with our VP’s of Operations & Technology.
EDI is mission critical for many companies moving to D365 Business Central. And the smart companies are seeing why their EDI choice can help their implementations succeed.
During this session you will learn:
1.How to minimize impact on your trading partners while you go through an ERP change.
2.How to avoid D365 software customization for EDI and stay up to date with regular Microsoft D365 updates.
3.How to leverage your EDI solution to validate the data migration.
4.See a working integrated EDI solution in action.
We will end the session with a Q&A with our VP’s of Operations & Technology.
Join us for a discussion with AXIA’s Consulting’s D365 Practice Lead, Doug Blitzer, Managing Director John Tierney, and CIO of Performance Health, Adam Shapiro to learn about about the critical importance of a holistic business analysis when considering an implementation or upgrade to D365 from AX and/or other ERP systems. We will look at:• The top 5 areas to evaluate when considering the move to D365 from AX (or any legacy ERP)• Why a holistic approach centered around business value is critical • Understanding where the opportunities lie for process improvements and efficiencies to help set the objectives for the implementation / migration project and bolster any supporting business case• Considerations when performing the assessment and building the implementation / migration plan• Determining is your organization ready? Is the timing right?The content of this session is geared toward an audience with beginner-level and higher knowledge of the subject area.
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!