If you haven’t been paying attention to PowerApps and the Power Platform lately you are missing a massive shift in the world of Dynamics 365 Customer Engagement.
As far as I’m concerned, Dynamics 365 Customer Engagement consulting, implementations, architecture, and approach – the entire CRM game – has changed forever; and we can’t wait to tell you what’s happening.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
The Dynamics GP add-ons we offer were developed based on customer wish lists. We will review some of our most popular products, and also talk about a few custom projects that led to new products. We would also like to hear from you about YOUR wish list, is it our next great product?
Companies are planning on how to safely reopen offices and have employees working safely in-person . During this session, we will cover how the Power Platform can help you decide when it is safe to reopen, manage risk of exposure at your workplace, track who will be in the office, and identify potential exposure. This session will cover Microsoft’s Return to Workplace solutions, custom solutions with Power Platform, and using AI to automatically track occupancy limits.
A User Summit CLASSIC. These tools are free and you didn’t know they exist. You are going to wish you knew about these since the day you started working with Dynamics 365/CRM. 90% of this session is demo-based.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
We’ve taken the time to connect with several GP consultants, ISV’s and end users to come up with a list of 20 things you should never do in GP. Let’s learn from each other’s mistakes so that we never find ourselves in a situation that isn’t very desirable. Join us to learn some of the biggest issues clients face with Dynamics GP and how to open a proper support case with your IT team or partner.
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.
How much paper do you think goes in and out of your accounts payable (AP) department each week, month, and year? We would bet it’s a lot.
When you, or your AP team, are dealing with paper invoices and checks you could be spending more time tracking them down than you are reviewing and approving. That makes it inevitable for some not to get lost or misplaced during the process. Which could even lead to inaccurate spend and prevent you from forecasting correctly in the future.
That’s where AvidXchange comes in handy and removes the paper from overcrowding your AP team’s desks. Automating your accounts payable process will easily help you forget those pesky, misplaced paper invoices and checks for good.
Please join us to find out more about:
• Gaining access to your invoices and payments anytime, anywhere
• Increasing security when it comes to your business’ cashflow
• Saving your company money while being able to better forecast the future
• Fireside chat with an AvidXchange customer on why they automated their AP process
Do you want to know how to upgrade your career in Business Application?
Join this session which will give you an overview of the current business application space, types of organizations, careers and how to make the most out of your time to progress in the direction you want to.
It will feature 10 tips on specific business application careers, where to invest your time and HOW.
Session Level: Basic
Is losing SQL access holding you back from moving to D365 or making support difficult? Do you need better tools when troubleshooting performance issues? Do you wonder when it’s best to use DMF or OData? Would expert advice help you when it comes to data entities? This presentation will answer those questions and deliver techniques that make your job easier. You will receive information on how the right tools help you do your job efficiently without SQL access in the Microsoft cloud.
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.
Made the decision to migrate to Business Central or just investigating? It could be a big project, and you need to know your options are before diving in. At this session you will:
§ Get a detailed, feature-by-feature comparison between GP and BC
§ Learn about the three primary ways that BC can be deployed, and the pros and cons of each
§ Learn about the three migration methods, including when to choose each
§ Get details on Microsoft’s migration tool and the gotchas to watch out for
§ Take home detailed sample migration plans and estimated project costs
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
Did you just say Power BI for GP Payroll? Well certainly! The Payroll table structure in Dynamics GP is unlike other modules, but that doesn’t prevent us from using Power BI to support and enhance your Payroll reporting capacity. Perhaps you have a system that integrates employee and/or timesheet data into Dynamics GP, and you want to review for miscoding, thoroughness, and investigate or highlight any outlier situations or use cases. Current methods of review rely on SmartLists, Edit Lists, and SSRS reports, but in this session you will learn a new, more visual way of reviewing payroll transactions in Dynamics GP with Power BI. We will show you some of the possibilities and even show you the steps to create your own Power BI views for Dynamics GP and beyond as well as an introduction to other Power Platform tools.
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.
Welcome to the GPUG General Session here at Community Summit NA 2020 as we gather virtually as a community for the very first time! In this jammed-packed session, you’ll hear from GPUG’s Board of Advisors Chair, Michelle Kocher. Then, get a first glimpse at the October 2020 release of Microsoft Dynamics GP with Abra Gilman (Collins Computing) and Terry Heley (Microsoft) as they show off what’s now available from our friends in #FabulousFargo. Afterwards it’s Lisa Lucas, GPUG Program Manager, revealing the 2020 GPUG All*Stars based on your votes. Don’t miss out as we wrap up the first full day of Community Summit in style!
A well thought out Power BI data model can make creating a well functioning report a breeze. Relationships form the core of any model, but what if the relationships you have won’t allow the calculations you want? Do you want dimension tables to filter each other? Should a fact table filter a dimension? By getting creative with your DAX measures, it is possible to do this and more, while still keeping the model functional.
This session will introduce and explain several DAX functions for manipulating relationships including CROSSFILTER, USERELATIONSHIP, and TREATAS.
Session Level: Intermediate
Do you use the Inventory module in GP? Then you should use HITB. The HITB was designed to be your inventory subledger to the GL. There are gaps in capturing all the data if you are currently using the Historical Stock Status report as subledger, but HITB captures it all. The gaps will be exposed, the process defined, and you will be empowered to overcome the possible objections from the accounting team.
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 about free tools that allow you to carry on daily duty as a DBA or SysAdmin to manage your Dynamics GP environment. Get to know where to look for free tools when it comes to manage your systems and grab scripts and tools from the GP Community to help!
Ever need to look in multiple places to understand a customer’s profile? Ever find that prioritizing leads and nurturing prospects are challenging? Is your customer information lacking?
Customer Insights uses AI and Machine Learning to provide a 360° customer view. With Customer Insights, Dynamics 365 delivers the ability to connect to multiple data sources, model profiles of customers, their interactions and insightful KPI’s.
In this demo heavy session, we’ll demonstrate building a customer profile and show how you can use the results for increasing sales, marketing and service effectiveness. Then display it inside of PowerApps, Mobile, and BI tools.
Everyone knows that Excel is the “go-to” program when creating financial reports. However, when you export a report from legacy tools such as Management Reporter into Excel, you have no ability drilldown on the numbers. Wouldn’t it be nice if you could?
With ActivReporter, you CAN!
Join this session to learn how you can completely replace Management Reporter with ActivReporter. ActivReporter can produce financials with multiple periods, multiple budgets, multiple companies, foreign currencies, and much more. And for any number in any ActivReporter Excel financial, you CAN drilldown to the underlying detail and then drillback to the posting in Dynamics GP.
As a System Administrator, you have an out-of-the-box toolkit available to help increase user adoption (and overall happiness) of your end users. In this session, we will review goals to enhance user adoption, understand what is in your configuration toolkit (like field level mapping, business rules, UI controls and much more!) and teach you how to implement them. This session will be a combination of slide deck and live demos. Questions and engagement throughout the session is very much encouraged!
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
James M. Pleasants Company (JMP) made the commitment early enough to benefit from its digital platform, lack of silos, and a strong cloud strategy to be able to continue to operate during Covid-19. Martin and Niels from JMP will follow up last year’s discussion with insights about what digital transformation really means based on our experience with stay-at-home orders across the five states that the company has offices in.
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.
DataflexPro is data source for Dynamics CRM package of solutions and Business Central has different data source, but DataflexPro with BC can be used for integration with different D365 products.
Because of that we will introduce how you can use together DataflexPro (and solutions based on it) with BC and how to use it in two different directions. First, if you want to fetch tables from BC into DataflexPro, and the second if you want to use DataflexPro data in your BC making full integration. In both situations, you will be ready to make it with standard and custom tables/entities.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Companies running multiple instances will benefit from automation of Intercompany Orders. AX2012 R3 allows for Direct Delivery functionality in the same instance. However, our company runs 8 instances of AX 2012 R3 and needed a solution to automate intercompany transactions. By developing a process that mimics direct delivery, from instance to instance, the manual processes involved with ordering and distribution created seamless electronic trading between buyer and supplier. Orders can be entered in one instance and fulfilled from another instance, directly to the original customer. Also allowing real-time communication, supply chain information and inventory order processing.
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.
