AR Automation does not have to be complicated… Make it easy on your business to make it easy for customers to pay you! Join Meredith Mitchell from Versapay who will showcase ChargeLogic, Versapay’s payments, invoice, and AR automation solution, integrated with Dynamics 365 Business Central.
Evaluating the investment of a modification to standard BC may sometimes become a myopic decision. This session will be an interactive experience to explore considerations for when it is a good business decision to modify, select an ISV solution or change a process workflow. We will look at how to value each of the options and best practices for building the cost analysis. This session will be available for CPE credits pending completion of session survey post event.Level: Basic
Are you a D365UG CE/CRM Black Belt or experienced administrator looking for ways to deepen your skills?
Join trainer Gus Gonzalez, 8-time Microsoft MVP, to learn the best practices and skills needed to operate as an administrator at the highest level.
Learning Objectives:
•Manage multiple Dynamics 365 instances seamlessly across the organization
•Configure Dynamics 365 for Maximum Performance
•Manage data effectively and maintain data quality and integrity
•Configure Dynamics 365 to provide the best user experience and adoption
Agenda:
1. Working with Dynamics 365 Instances
•Sandbox vs. Production
•Resource Utilization
•Backups
•Minimal and Full Copy
•Administration Mode
2. Dynamics 365 Solutions
•Solution Types
•Patching
•Application Lifecycle Management
•Solution Packager
3. Improving User Experience
•UI Best Practices
•Creating Custom Apps
•Organization wide settings for Users
4. Performance Deep Dive
•What affects Dynamics 365 performance?
•Troubleshooting performance
•Top performance killers and how to stay away from them
•3rd-Party Admin Tools
Instructor: Gus Gonzalez
Audience: D365UG CE/CRM Black Belts, D365 CE/CRM Administrators with real-world experience
Level: Advanced
Prerequisites: Students will use their laptop to access their organization’s environment and explore how the concepts learned during the class can benefit their organization. Come prepared with access.
Do you sometimes feel overwhelmed when it comes to choosing “the” Microsoft tool to use for your analytics projects? Join this session to learn about various options for data movement and integration in order to employ the right analytics strategy for you. Topics covered will include Power BI Dataflows, Azure Data Factory, Azure Synapse, Azure Stream Analytics and more. Select live demonstrations will be used to illustrate use cases.
• Discover the use case for different available tools
• Examine the components and architecture options for different approaches
• Appreciate the benefits and drawbacks of each option
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.
To survive and thrive, organizations need original thinking. Yet most individuals stay silent instead of voicing their best ideas, many leaders stifle dissent rather than encouraging it and businesses often listen to the person who is the most confident rather than the most competent. Tune in as Adam describes how you can unleash original thinking. Find out how to evaluate and champion new ideas; how to create psychological safety and build cultures that welcome diverse perspectives and honest feedback; and why we should not be afraid to fail. Engaging and entertaining, Adam’s presentation could change the way you live your life!
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.
Now more than ever it is crucial to make use of the technology readily available to help keep your business productive and competitive. Today, organizations can leverage near real-time business intelligence (BI) to make data-driven decisions to drive better business outcomes, collaborate more efficiently and empower all users become data heroes.
No X-ray vision needed; Power BI enables organizations to connect to and visualize data using one unified, scalable platform which allows you to see your data through a single pane of glass.
Uncover hidden data insights through readable charts and powerful dashboards. Create accurate forecasts, fine-tune operations, become more agile and responsive, all while maximizing efficiencies in ways that simply weren’t possible in the past. If you’re not putting those analytic models to work for your business, you may be missing potential opportunities to improve cash flow and become more competitive.
During this session we will show you how to utilize powerful end-to-end business solutions by connecting cloud computing, Microsoft Power BI and Dynamics AX/F&O to transform your business.
Learn how to use Imperative development techniques in PowerApps to increase their … power. Use advanced mathematical formulas on table records. Understand best practices to test your application to make it bullet proof and improve performance of your application. Make your application robust and resilient by implementing offline capabilities.The content of this session is geared toward an audience with advanced-level knowledge of the subject area.
When establishing security roles in Microsoft D365, it is important to institute a robust security design with minimal security risks resulting from Segregation of Duties (SoD) conflicts and excessive sensitive access. Failure to reduce SoD conflicts and needless SA will result in unexpected risks and audit findings due to a lack of checks and balances in place. The out-of-box security roles inherently contain security risks that when assigned to users, foster a risky environment. In this session, we will discuss security risks, security design, and how to implement the security roles in D365.
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.
While PowerPlatform offers connector for Business Central to 50+ prebuilt exposed API’s, there are reasons why you would need more. And this ‘more’ can come only through custom connectors. That means if you add some custom field, or if you want to connect PowerPlatform with nonexposed tables, you will need solution.
In these scenarios you need to build API’s and custom connectors. This is not so complex but requires a bit different approach. At this session, you will see how to expose custom API, how to build custom connector and create Power App and Power Automate based on custom scenarios.
This session will be available for CPE credits pending completion of session survey post event.
Level: Advanced
In this session, we will through implementation journey of customer who retained their POS investments and using power of Dynamics 365 F&O for Finance, Purchasing, and demand planning operations. Many retailers have investments made in POS systems over the years with many proprietary investments. You don’t have to throw them away if you want to utilize the power of Dynamics 365 Finance and operations. The Dynamics 365 platform is built with rich integration capabilities and can support a strong backend to your POS. While Dynamics 365 has rich retail/commerce functionality, application was architected to support taking a supporting use case and adapting the platform in an agile method.
By end of this session, you will understand:
-Key integrations
-Designing a functional architecture and keeping it simple
-Rich Integration Toolbox with Dynamics and use cases
-Validation and testing strategy
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 post event.
Are you new to GP? Have you tried cutting a check and for some reason it printed all open invoices? Maybe you’d like to use ACH, but after you set the vendor up a check still printed! Do you find yourself changing the invoice date to “make it work”? Come join us as we discuss all of the payment options in GP and how to build a payment batch so that you only pay what needs to paid. 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 session will provide information on how to take advantage of Master planning ability to arrange suggested production orders in a specific sequence, making the production floor much more efficient. Learn how to configure the system so you can run a production order in a specific sequence. For example, you might use it to reduce clean up time production orders are running from lightest color to darkest color or package all 4 oz bottles then all 8 oz bottles.
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.
In this session, you will learn how to create a custom connector that you can use in Power Apps and Power Automate to connect to 3rd party services/APIs.As a fun example, we will create a custom connector to connect to the Spotify API and use it to search for tracks, play a sound track and get the current playing track.Session Level: Intermediate
In this session, Microsoft BizApps MVP Mariano Gomez take an existing Power Apps template, and enhance it to include Mixed Reality (MR) features to quickly estimate a job. This fast-paced session will learn the fundamentals of MR, how to use various MR controls in Power Apps, articulate a business problem into powerful formulas, turning Power Apps templates into usable business applications, deploying an MR app, and much more. If you are adventurous enough, you can bring your own laptop and Power Apps environment to follow along.
Session Level: Intermediate
Are you interested in developing Business Central customizations? Are you new to Business Central and starting from scratch when it comes to “AL” development? In this session, you’ll learn how to get started with Business Central development from scratch, including:-How to setup Business Central Docker containers-How to setup a Business Central development environment-Using Visual Studio Code to create a Business Central Extension-Learning and training resources Programming background is recommended.
Planners and planner-buyers are the only source of solutions! But they are much better at it when educated and armed with decent MRP software. In this session, Nigel Cox will discuss best practices and warn of common faults and misconceptions about this widely misunderstood and mis-used toolset.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
Also relevant for BC/NAV and GP users.
This session will be available for CPE credits pending completion of session survey post event.
It seems as if the world is getting smaller, but where we do business and the embedded complexity keeps expanding. As your purchasing and sales become increasingly global, so do the complexities of invoicing and payments. Whether you’re just learning multi-currency or have been operating multi-nationally for a while, it’s always valuable to make sure your setup and processes are correct and efficient. We’ll walk through the setups, processing, and benefits of the currency functionality in Business Central to reduce the manual work your team is doing today. Come see how it all happens in Dynamics 365 BC.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Some companies rush to deploy using the Microsoft Cloud offering because it is perceived as a quick and easy option. However, this may not be the best solution. In many cases, the on-premises option in Azure can offer lower costs and more control of the solution. Join us for this session where we’ll discuss the pros and cons of using the Business Central SaaS/Cloud model and the on-premises subscription model hosted in Azure.
Learn how to use the robust Approval engine in Power Automate to streamline your business process approvals. Power Automate allows an approver to “take action” in a variety of ways including from the Power Automate mobile app and from within Outlook. It couldn’t be more convenient.
In this session, we’ll start by building a simple approval process (one manager) and work our way up to sequential multi-stage approvals (more than one manager); and we’ll review parallel approvals too. If you have anything that requires approvals, this will make your life easier and save you money.
Session Level: Basic
