Join MVP Kelly Kane as she dives into the Collections process. Learn about how the Collections process through Collections letters, disputed amounts, and Collections cases. The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area.
Running late for a meeting and wished there was an easier way to let your team know?
Want to check-in and check-out without having to access a mobile app?
Or track your mileage without having to do to many clicks?
We live in a cloud-first, mobile-first technology world and hence there must be a better and faster way to get things done, correct?
Join Daniel Christian, a Microsoft MVP who will walk you through how you can leverage the Power Automate button feature to provide elegant solutions. He will walk you through how you can use the virtual and physical buttons.
Session Level: Basic
Join us for a conversation with AXIA Consulting’s OCM Practice Lead Bianka Shah and Glenn Keller, Director of IT at CountryMark, to learn the value of including a well-organized OCM plan over the project implementation lifecycle.
During this session, we will explain the model CountryMark used to effectively identify OCM needs, including:
– 12 best OCM practices for planning and maintaining a transformation program
– Return on investment OCM can provide to your project
– Unexpected benefits found when faced with pivoting in the middle of an ERP rollout.
With changes occurring daily within our environment due to recent events, we will also discuss how to increase user adoption and sustainment of programs through effective stakeholder management in a remote environment and how to effectively manage remote teams and end users.
The content of this session is geared toward an audience with beginner-level and higher knowledge of the subject area.
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.
Welcome to the wonderful world of being a Dynamics 365 System Administrator! Now that you’ve gone live with your CRM system, let’s talk through all of the basics of what’s next as a System Administrator. This session will provide you with a solid high-level foundation to hit the ground running as a System Administrator beyond your go live. Topics will include working with solutions, modifying & creating system views, modify & creating fields, adding UI controls, working with forms and dashboards.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
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.
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
In this session, we will walk through creating a Common Data Service (CDS) Entity from your GP Database. Then we’ll create an ongoing scheduled integration to the CDS. We’ll wrap up by building a Model-driven Power App that provides a Sales Manager with an amazing experience exploring and managing Sales Order Processing (SOP) Data using Power Apps.
This session is geared for an audience with an intermediate skill set.
This unique hands-on 2 day course is provided by a Microsoft Business Solutions MVP, Daniel Christian, and will give Power users the tools needed to build Canvas Apps, leverage Power BI integration to PowerApps, and build process automation with Flow.
Daniel is recognized as one of the first-five MVPs in the world to specialize in these Power Platform products and focuses his attention on PowerApps, Flow and Power BI Integration. He began work with PowerApps and Flow in 2016 when they were in still in preview and has seen the products evolve and provided feedback to the Microsoft Product team that helped to improve the products you see today.
Having helped mentor power users across the globe, Daniel will be sharing his insights on the many ways that the Power Platform is being applied to improve daily tasks.
Content covered will consist of:
1. Building Canvas Apps from scratch. In addition to building an app from scratch, we’ll go over some of the new features such as:
•How to store data in Azure SQL and Azure Blob storage
•Responsive design
•AI
•PowerApps Portal
2. Using Power BI Integration with PowerApps
3. Using Flow actions and conditions to automate processes. This includes:
•Send and receive content from PowerApps
•Using Cognitive Services such as Vision
•Create PDF files using OneDrive
Preparation: Please bring your own internet capable Windows PC to class for the hands-on lab portion/class exercises.
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
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 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.
Learn how Microsoft Power BI is embedded throughout Business Central and how this integration can be leveraged to quickly build an unlimited number of custom reports – all without requiring a computer engineering degree! This session will start with an overview of what is delivered by Microsoft with Business Central, what capabilities exist for building your own custom Business Central reports, a live demonstration of how to build your own Power BI Datasets and Reports, and guidance and suggestions for advanced reporting options and capabilities.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Machine Learning/Artificial Intelligence in Power BI consists of clicks not code.
The session will step thru the features added to Dataflows to utilize the ETL built into PowerQuery. The analytics retrieved from this features helps with the necessary data cleansing and preparation needed for a model. Called AutoML, this option enables the data prep integrated into a model for reporting in Power BI. All is done within Power BI and skills already possessed by the analyst. Model quality and visibility is available through these steps while creating a ML in an awesome reporting tool.
Session Level: Advanced
Power BI Premium is Microsoft’s enterprise BI platform that enables you to build comprehensive, enterprise-scale analytic solutions that deliver actionable insights.
This session dives into the latest capabilities and future roadmap. Various topics are covered such as performance, scalability, management of Power BI artifacts, and monitoring.
Learn how to use Power BI Premium to create semantic models that are reused throughout large, enterprise.
Session Level: Intermediate
Discover a better way to get things done across your organization through digital and robotic process automation.
In this session, you will understand what Power Automate is and when, where and how you can use Power Automate to boost productivity in your organization.
Session Level: Basic
The new Microsoft Power Virtual Agent gives you the tools you need to easily create and maintain intelligent chatbots.
Join Daniel Christian, a Microsoft MVP as he introduces you to what Power Virtual Agent or PVA has to offer.
In this session Daniel will go through how to build your very own chatbot that enables you to engage conversationally with your customers and employees without using a single line of code.
Session Level: Basic
Join this session to learn hints and tips to help you prepare for your upgrade. Information on things you will need to know about the process from someone who has been through it.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
