Search Results: IT (6540)

Are you ready to take your reporting and data analysis to the next level? 

This course is an accelerated hands-on 2-day training designed to teach how attendees how to build reporting and data analysis projects with Power BI Desktop and how to share Power BI reports and dashboards with a wide audience of consumers. 

During the course, students will gain the real-world skills required to design, deploy, upgrade and monitor reporting and dashboard solutions using the rapidly-evolving Power BI platform. All the essential Power BI concepts and techniques discussed in lectures are reinforced with hands-on lab exercises in which students will move through the actual steps required to build reporting and dashboard solutions and then to make those solutions accessible using app workspaces and the Power BI app model. 

This course includes in-depth coverage of the query tools and data modeling tools in Power BI Desktop. Students will learn how to design complex queries and to write advanced DAX expressions to calculate rankings, rolling averages and year-to-year comparisons. Students will also learn how to design interactive reports using slicers, bookmarks and drillthrough pages. 

The course discusses essential differences between reports and dashboards and also examines the strengths and weaknesses between the various types of datasets including imported datasets, DirectQuery datasets and LiveConnect datasets. 

Instructor: Ted Pattison

Audience: Business Users and Data Analysts 

Level: Intermediate 

Prerequisites: All students will require a Windows PC running Windows 10, Windows 8.1 or Windows 7 to complete the lab exercises for this course. It is recommended that students install Power BI Desktop before arriving. 

Course Modules 

1.Introducing the Power BI Platform 
2. Designing Queries with Power BI Desktop 
3. Designing a Data Model with Power BI Desktop 
4. Designing Interactive Reports in Power BI Desktop 
5. Designing Dashboards in the Power BI Service 
6. Distributing Content using App Workspaces

Whether it be an implementation or an upgrade, embarking on a new project presents many challenges. With the current advancements in collaborative technology, a project manager should never go into battle unarmed. I will discuss:

•several tools that increase project success (Power Platform integration, Teams w/ Apps, etc.)
•real world scenario application of these tools/technologies
•tips and tricks on getting the right project reporting out to the C-suite
Just some of the things you’ll know after you attend the session:

•Creating “tasks” in MS Teams and connecting to Project
•connecting Project to a Power BI dashboard for visual representation of your projects/portfolio
•knowledge of various apps and tools that enhance the project management capabilities
•understanding the technology “ecosystem” for your project management
I will also walk through some scenarios during the session and near the end we can open it up for Q&A on the tools so if you’re interested in walking through some of these examples alongside me, please have Teams, Power BI, Power Automate, Planner, Lists and Project installed (if not all, at least some).

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

Level: Basic 

With the release of Azure Data Lake and surrounding technologies, it is easy to see why there is hope within the AX and F&SCM communities for a better reporting solution than BYOD. Attend this session to gain a fundamental understanding of what an ADL project may entail, its time frame, estimated cost, and the resulting reporting options available to finance teams to make meaningful business decisions. It’s always best to have clear visibility and understanding of the full implementation cycle before making an investment in a new technology.

You’ve made the strategic decision to migrate from previous versions of Dynamics NAV/GP/SL to D365 Business Central. What’s next? What does a good migration and deployment plan look like? Before you sit down with your partner,  we will discuss the wide range of elements to address in your project plan. We will provide an overview considerations around dealing with your mods, reports, third-party add-ons, system access, security, service contracts and SLAs, data retention, and moving to an OPEX model. 

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

Level: Intermediate

Do you think this session is not applicable to you because you may not be using Dynamics 365 Commerce? Great news! You can start leveraging the power of Microsoft to start identifying areas of revenue loss without any pre-requisites Dynamics 365 projects!  Dynamics 365 Fraud Protection is one of the newest offerings in the Dynamics 365 family and focuses on increasing the online and instore revenues for retailers and wholesalers by providing actional insights and optimizations using the power of AI and ML.

In this session we discuss the purchase protection, account protection, and loss prevention capabilities of the software and how they relate to business processes and customer experiences. After discussing capabilities we’ll discuss how you can take next steps in evaluating the solutions for your organization and what would be involved in that assessment.

Come and join the Microsoft Fraud Protection product team, a Microsoft Global Black Belt for D365 for Commerce, and a Microsoft MVP in D365 for Commerce to learn more and help answer your questions and provide insights. For specific questions you would like to have discussed in the session, please submit them here: https://forms.office.com/Pages/ResponsePage.aspx?id=vBkjbhG_ikiYD5ihUwqy1cwGHWvSbyRInK_XR0SeKDxUME5DRlI0TTVFODY4UUtEQlhaS0ExNjJWVS4u

 To learn more, read about fraud protection here: https://dynamics.microsoft.com/en-us/ai/fraud-protection/

As a low/no code development tool, Power Automate places a lot of power in the hands of users who previously had to rely on a developer.  But as a certain young Spider-Man once taught us, with great power comes great responsibility.  

Instead of muddling your way to learning how to control all that power on your own, let us show you the 5 things you need in your integration to make it kick ass.

Session Level: Basic

How many ways can a shipment receipt go wrong… SO many, we need to spend some time on this together.  Received it accidentally?  Didn’t receive it?  Wrong quantity?  Defective?  Vendor gave you a credit?  Wants to ship you more? Open the PO, close the PO…. you get the point.  Let’s unpack all the ways GP can handle your problem Purchase Orders using RTV, to keep the inventory AND the vendor records organized and the PO’s accurate.

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.

PowerGP Online takes your Dynamics GP to the cloud – but it also provides you with a new arsenal of custom-built modules that enhance your GP experience. Learn about how to best use these complimentary, PowerGP Online exclusives to bring added ease and robust capabilities to your daily processes.

Join our Velosio experts to learn how to best leverage the Microsoft Power Apps to meet your business requirements. With Power Apps, you can automate and enhance processes, collect and connect data, and create actionable insights. If you have been thinking about getting started with Power Apps, or even wondering what it can do for your organization by reviewing real-life applications, you will not want to miss this insightful session. Join Rod Donovan, Velosio’s Power Apps and Power Platform expert, as he discusses 10 Power Apps use cases implemented with real clients. He’ll share business needs and problems and how the team applied Power Apps to solve them, as well as available templates, tools, and outsourced resources you can use to get up and running quickly with the power of the Power Apps.

Do your SmartLists run slow, do they waddle to and fro?  Do you get tired of waiting? Do you have way to many? Together we will discover many ways can make SmartLists work for you.  You will walk away from this session with a game plan to turbo charge your reporting in GP. Learning Objectives: 1. Teach everyone how to make SmartLists run faster  2. Show some little known ways to restrict in the search  3. Learn when it is time to move up/on from just using SmartLists – if ever  4. Create more coffee time for everyone on your team

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.

No matter where Dynamics GP users may be located, vendors still have to be paid. This session is going to walk through how to use Dynamics GP workflow and EFT to ensure vendors are paid. The session will also discuss options for electronic payment beyond EFT, like virtual credit cards, and how to use GP to handle them.

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.

Having great data is awesome, having meaningful reports built on that data that can drive business decisions and business flow is priceless!

This practical hands-on course will give you a thorough understanding of of the reporting tools available out of the box with Dynamics GP. Learning to select the best tool for a specific business need will allow you to more effectively to drive research, reconciliation and key business decisions. We will also delve into “The Builders” series that comes with the SmartList Builder license in the afternoon portion of this session.

Learning Objectives:

1.Internal GP Report Options2.•Understanding, modifying and running the reports within the GP Product modules

3.SmartLists4.•The premiere way to run reporting internally in Dynamics GP

5.•The basics of finding and querying

6.•Setting up reminders and ques to make the most of the data

7.•Other tips and tricks for out of the box SmartLists

8.SmartList Designer9.•GP’s default SmartLists are awesome, but learning to build even more useful reports tailored just for you by using the Designer can add a level of understanding of your financial system as well as the capability to thoroughly research and reconcile

10.SSRS11.•GP comes with the ability to deploy out-of-the-box SQL Server Reporting Services reports.

12.•These are external to GP and a great way for non-GP users to obtain self service reporting that you can control

13.•SSRS is also utilized for the internal-to-GP Business Analyzer KPI’s that can be placed on your home screen

14.Excel Refreshable Reports15.•GP also comes with out of the box Excel Refreshable reports that sit external to GP and can be utilized by non-GP users as another self service reporting tool

16.•These are highly effective and dashboarding can be built off of these for some amazingly effective reporting

17.Navigation Lists18.•Used in conjunction with all of the reporting types mentioned above it is considered a one-stop-shop

The afternoon portion of this course will take a deep look at how the Builders will help you get even more data out of your system, on your terms, by spending time and working examples in the following areas:

•Table Structures within GP and which tables you’ll likely leverage the most
•Deployment of GP’s standard Office Data Connections
•Compiling new SmartList queries via SmartList Builder
•Supplementing the Refreshable Excel Workbooks with the Excel Report Builder
•An introduction to the Navigation List Builder
•SmartList Builder takes the highly popular, easy-to-use SmartList tool in Microsoft Dynamics GP and dramatically increases its power and range. 
•We’ll review how you can query more data in more ways with SmartList Builder, which gives you access to all the information that you capture, enabling you to create your own custom SmartLists. 
•You’ll see how useful SmartList Builder and Microsoft Office Excel 2007 working together can be, and further add to your Business Intelligence capabilities and provide your users with valuable insight with an overview of Navigation List Builder.
Audience: GP Finance, Support, or Analyst

Level: Beginner

Preparation: The detailed instructions for connecting to the lab environment will be sent one to two days prior to class. Students will need a laptop and will attend the course in person, and will use an online connection for the lab environment. If your instructor will use the hands-on training environment you will receive a separate email with the setup instructions.

Profit doesn’t just happen. Microsoft Dynamics 365 Business Central for Professional Services from Velosio is a single cloud-based solution that provides what you need to plan for profitability from the start. Flexible forecasting and budgeting tools. End-to-end project management. Mobile time and expense entry. Powerful accounting and business management functionality. Combined with deep industry experience and implementation expertise from Velosio, you get a solution that provides everything you need to put profitability first, not last.

You’ve heard it a thousand times – tax is tax. However, not all tax software integrations are as straight forward. Learn how to guarantee your team’s success while saving both time and money with D365, NAV, and GP.

Luck Stone needed to save customer invoices that are automatically generated during the posting process in D365FO to their Customer Portal. They needed a solution without heavy customization, resistant to Microsoft monthly updates, but also seamlessly integrated with Print Management. Additionally, they wanted to utilize Azure Event Grid which supports Azure blob storage events. The problem was, how to automate saving invoices from D365FO to an external Azure blob storage and trigger Azure Event Grid. Luckily, they found a simple solution! By attending this session you will learn all about it and be able to apply it in your D365FO implementation.

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 your DSLUG community to kick off Community Summit with important new updates, new feature overviews and awards.  Be the first to hear the Microsoft Dynamics SL product updates and road map delivered by Jeff Suwyn, Microsoft Dynamics SL Product Manager. Don’t miss this important session for all Conference attendees, focusing on the future direction of your User Group and your Dynamics SL product — and be ready for a great time along the way!

Now you can have your cake and eat it too. By leveraging dual-write functionality within CDS, We can now leverage the maintenance plan portion of F&O combined with Field Service to manage the entire work order lifecycle all without having to implement the entire Finance and Supply Chain Management solution. By doing this, customers are now able to  use the  robust maintenance plan functionality that’s in Dynamics 365 Supply Chain, combined with the world-class capabilities of Dynamics 365 Field Service. By combining dual-write, Field Service, and the Asset Management module, we can provide a stronger, more comprehensive asset management solution within CDS. So Dynamics users can now get a solution that can perform very complex maintenance scenarios, but also be more agile and easily configured. It’s a bit like having your cake and eating it too.

When people and process work together, a sales team’s velocity can take off! But it can be tricky to get people-centric teams to describe what they do in a process-centric manner. And it can be challenging to select the right process automation tool in Dynamics 365 and configure it to align with the needs of your team.

In this non-technical session you’ll learn methods for engaging your sales teams in process design, and the basics of configuring processes in Dynamics.

Our agenda for the day will cover:

•Understanding the Customer Journey – how to align your sales process with the customer buying process

•Sales Intelligence – tools and techniques to build lists and research your audience before first contact is made

•Lead Generation – generating more, and better, leads for your sales team to work and using AI to prioritize them for follow-up

•Qualification – processes and solutions for going from unqualified, to marketing qualified leads (MQLs) to sales qualified leads (SQL) – and some simple definitions for these terms

•Account Based Marketing (ABM) and Sales – targeting large accounts for broadening and deepening your relationship

•Sales Pipeline and Process Design – design a process flow that your team can actually use without creating more friction in the selling cycle

•Quoting and Configure-Price-Quote – delivering higher quality quotes to your customers no matter how simple or complex your product is; and secrets for differentiating tactical sales from strategic sales

•Approvals and E-Signatures – expediting internal and external approvals to keep your team focused on selling

•Activity Planning, Tracking and Sales Cadencing – understanding the importance of activity management, and how playbooks, sales cadencing tools and AI can all play a role in improving activity adoption

•Sales Meetings and Team Engagement – using Dynamics 365 to run your sales meetings, and techniques for getting the whole team engaged in continuous improvement

Are you finding managing and administering security to be one big headache?  Want to get back to you day job?  Are you concerned the roles you are building may provide more access than you are aware of?  Concerned you are over provisioning security and going to get hit with a large license bill later?  If you answered yes to any of these questions, please join this session where we show how the Security Designer tool from Fastpath can make all these problems vanish.  We will show you how Security Designer makes it just plain easier to manage security day to day, but also more importantly helps you design and test security, before deploying to production.  We will cover security best practice ideas around least privilege and how you can save money from a user licensing standpoint with Fastpath’s easy licensing reports.  Security is hard, let us show you how with Fastpath Security Designer it does not have to be so!  

Configuring a Dynamics 365 Finance and Operations system requires settings on hundreds of forms. In this session, we look at how you can use data management to streamline the setup of a new system with spreadsheets. Once you have these spreadsheets, they can be used to guide you through the setup in an orderly fashion.

This type of configuration is not without challenges, including the format of the data, number of spreadsheets required, the order to run the sheets. Laura has been fully configuring systems since AX2012 with spreadsheets for 7 years and will walk you through the challenges and ways to overcome them.

Do you have multiple companies? Should you use copy company or some other methodology? Let’s look at the pros and cons of copy company vs. rerunning the same spreadsheets into the new company (ies).

Once you’ve configured you have to migrate data. Some of the challenges with data migration are similar but there are also unique challenges as well. Next we talk about the differences between configuration and data migration and how you use the data management framework differently for data migration. Customers and vendors have some real challenges to be able to load this data and then update it if addresses or other information changes. There are some techniques that can be used to guarantee updates are possible without having to look up record ids, party numbers, or address/location ids. 

Learning Objectives:

•Understand the challenges with loading many data entities at once and ways to overcome those challenges
•Using Excel to help build the data to be loaded
•Knowing what to migrate from legacy systems and key data entities that will be required
•Steps to validate data
•What to do when you make a mistake and all that bad data is in your system

Audience: Functional and Technical staff responsible for configuring D365 Finance and Operations and loading data from other systems

Level: Intermediate

Prerequisite: Basic knowledge of data management framework required

Preparation: Please bring your own internet capable Windows PC to class for the hands on lab portion/class exercises.