Collecting payments is a necessary part of doing business. Unfortunately for many companies, it remains a manual and error-prone process that actually accrues more expenses and security threats. In this session, you will learn how to speed up the accounts receivable process, cut down on unnecessary costs associated with payment acceptance, and learn how to secure customer payment information within Microsoft Dynamics.
We’ll go over the use of PowerAutomate Flow to connect to Business Central page data through the WebService.
We will review How to:
– Create a recurring PowerAutomate Flow;
– Review BC page data and how we want to change it;
– What credentials and data we need to set up the connection to BC environment;
– Sending request to get data though the web service and parse it;
– Analyze received data and send an email based on field values;
– Change page data.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
Let’s take a look at how you can use Forms Pro together with Power Automate to generate Leads and Cases from your website.
We’ll go through the practical steps of what to think about, how to transform the collected data into what you actually need and some best practice tips on how to build your flows in Power Automate.
Session Level: Intermediate
Learn how to use three simple Power Automate flows within Dynamics 365 Sales to enhance the effectiveness of your sales team and automate your internal processes. Don’t have the users work for the system let the system do the work for the users.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
In this fun session we will take a look at the various solutions we implemented for Dunder Mifflin from a fun dashboard that allows Pam Beasley to track Michael Scott’s naps throughout the day to a Customer Service Desk for Dwight Schrute to complain against Jim Halpert’s pranks. Join us for a fun session on how implementing Dynamics 365 at Dunder Mifflin improved productivity. Kind of.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
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.
This presentation will take the audience through how to use a combination of Azure machine learning, Power Apps and key D365 for Finance and Supply Chain features to mange and improve food safety. We will cover both how to manage quality control on the production floor or at the receiving dock using Power Apps, predicting quality issues using Azure ML, and how to log and manage non-conformance via D365FSC, Power BI and Power Apps.
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.
An interactive discussion and demo on how to debug SL Web Apps code. We will demo debugging JavaScript in Chrome, walk through controller code using Visual Studio, and help you find which stored procedures Web Apps is running using Profiler.
These skills are necessary for any web apps development and troubleshooting. If you have any current issues that you are trying to fix, please reach out to the leaders beforehand.
Level: Advanced
This session covers the SQL Server Agent, with its Jobs and Alerts, along with newer features like Database Mail and Extended Events (which is replacing Profiler). You can use SQL Jobs to schedule SQL Scripts and Database Maintenance Plans. Alerts can notify you when jobs or maintenance plans fail. Extended Events can help troubleshoot and improve performance. Profiler preceded Extended Events but hasn’t advanced since 2008. What are some pros and cons of using the independent SQL Server Management Studio with any version from SQL Server 2008 through 2019.
Learning Objective: Know how to have SQL Server send you an email when a backup job fails. This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
Power BI can get really complicated, really fast. How do you cut through all of the technical terminology and just use it? How do you know when you are over your head and need to ask for help from a technical resource? At this session you will:
Find out what Power BI works well for and what it does not
Get strategies for how to communicate with your developer
Learn strategies for deploying reports to various roles in an organization
Learn what an Excel user can reasonably expect to be able to do in Power BI
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.
Join us to learn the many ways to access data from SL. Discover how to use the ROI, Crystal Reports, Quick Query, Power BI, copy grids, and desktop shortcuts. This session will walk through the data schema, revealing underlying fields supporting data entry screens, create custom queries and reports using standard tools.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
As marketers and sales teams increasingly use Dynamics 365CE & CRM data to make decisions about strategy, marketing spend, and the customer journey, the fields and processes we add to our forms can have a tremendous impact on our success. In this session, marketing and sales users of Dynamics 365CE will learn how to think through required fields, custom fields, option sets, workflows, and more to capture the data they need to inform a successful sales and marketing strategy.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
Microsoft Dynamics SL 2018 continues to release new features and updates. Attend this session to learn about what released through SL 2018 CU4 and what we will be releasing soon in SL 2018 CU5. Included will be high-level discussions on Web Apps and the Microsoft Power Suite solutions and how they work with Dynamics SL.
Upon completion of this session, participants will be able to:
• Describe the Dynamics SL CU4 features.
• Describe the upcoming Dynamics SL CU5 areas of enhancement
• Describe the new Power Suite solutions being delivered
Level: Basic
Join this session to understand how to trace inventory related transactions through Dynamics SL. You will also learn the underlying tables in the Screen and how to use linked screen to explore detailed information about Inventory Items
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Wondering how the Internet of Things can play a role in your production management and control. This session walks through the new IoT intelligence scenarios, the moving parts needed to make it work and how they can help production supervisors be more responsive to events that impact production efficiency and ultimately customer service.
Do you need more functionality related to your inventory items? Looking for more insights? Let’s review all the other elements available with items and using items throughout Dynamics NAV/Business Central. We’ll take a thorough review of vendor and customer pricing, units of measure, variants, cross references, attributes, and extended text, as just a few of the options that can add robustness to your system.
This session will explain how Generix Solochain WMS has been implemented at Kong with its unique adaptive project methodology, 100% remotely.
The complexities of a WMS implementation traditionally required support teams to be on site for extended periods of time. When the coronavirus forced travel bans in early 2020, Generix Group was on the cusp of several large-scale WMS Go Lives. This forced the Generix team to quickly put into practice the most refined elements of project management coupled with the latest communications and project management tools. The result was 7 successful go-lives in distribution and manufacturing operations throughout the mid-west.
In this webinar, we will detail 12 methods and tools and how to use them in order to manage even the most complex projects remotely – implementation to go live. From TEAMS Planner, to allocating the right resources, to rigorous communications plans, remote implementations are not only possible, there can be beneficial to your business, and your clients. Don’t miss this highly topical and informative webinar.
This is session is also extremely relevant and compelling because it shows how Solochain WMS seamlessly integrates with Business Central.
As the economy slowly recovers and the new normal settles in, now is the time for finance leaders to strategically rethink the way they operate to help the business survive and thrive in turbulent times. Since Accounts Payable is the #1 most time-consuming function in finance today, automation and scaling are the key components of modernizing your organization to enable business success. Join us to learn how Tipalti can help Dynamics GP, Dynamics NAV, Dynamics 365 Business Central customers streamline and transform global payables operations, adding governance to regional entities, and automating tiresome processes that weigh you down.
As long as ERP software has existed, so has the struggle to achieve good user adoption. Why? More importantly, what can we do about it? Obviously challenging, but certainly achievable, we’ll walk through root causes of the struggle, and review methods for correcting and driving sustainable user adoption, which leads to more efficient processes, better service, and more to your bottom line. This will be a highly interactive session in which you’ll work with each other to innovate solutions to common challenges, so everyone can return to their office with new energy and a full list of ideas to implement.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
Come learn what it was like planning for an AX2012 to D365 upgrade at McWane – a global manufacturing company. With challenges around many global manufacturing sites and a rollout approach that would work for the upgrade, we will explain how McWane sorted through the complexities and set up the upgrade for success. The session will focus on lessons learned on the approach to customizations, data migration, reporting and organizational change 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.
