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
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.
This targeted hands-on 2 day training will provide a deep dive experience into building flows with practical scenarios, lab exercises, best practices and more. We’ll cover various flow connector scenarios (SharePoint, CDS, Excel etc.), UI flows (Robotic Process Automation), Business Process flows, Adaptive Cards, and integration scenarios for flows with Power Apps, Power Virtual Agents & AI Builder.
Module 1 – Introduction to Power Automate
•Where Power Automate fits in the Business Application Platform
•Features & components of a flow
•Types of Power Automate flows
•Automated flows
•Instant flows
•Scheduled flows
•Business Process flows
•UI flows
•Flow mobile
•Flow Management
•Flow & SharePoint
•Demos
Hands-on lab exercise
•Track customer survey feedback with Microsoft Forms and flow.
•Time Tracking with excel and flow button.
Module 2 – Flow Approvals
•Approval action in flow
•Approval types
•Approval Patterns – State Machine, Reminders, Escalations etc.
•Best Practices
•Demos
Hands-on lab exercise – Leave Request Approval flow with SharePoint.
Module 3 – Power Automate + Adaptive Cards
•Introduction to Adaptive Cards
•Post Adaptive card to Teams
•Demo
Hands-on lab exercise – Post an adaptive card to Teams for approval scenarios.
Module 4 – Flow Expressions & Trigger Conditions
•Introduction to expression language for flow
•Where and how to use expressions
•Expressions in flow Trigger Conditions
•Tips & Tricks
•Demos
Module 5 – UI flows – Robotic Process Automation
•RPA Capabilities with UI flows
•Types of UI flows – Desktop and Web.
•Best practices
•Demos
Hands-on lab exercise
•Currency Conversion using Web UI flow
•Enter data into legacy system of record from Common Data Service (CDS) using Desktop UI flow
Module 6 – Business Process flows
•BPF Overview
•BPF with Model-driven App
•Best practices
•Demo
Module 7 – Flow Integration Scenarios
Part 1 – Integration with Power Apps
•Power Apps Overview
•Calling a flow from Power Apps
Hands-on lab exercise – Create a pdf file from Power Apps using flow and store in SharePoint
Part 2 – Integration with Power Virtual Agents (PVA)
•PVA Overview
•Calling a flow from PVA
•Demo – Calling the Graph API from flow & PVA
Hands-on lab exercise – Build a bot to fetch data from Common Data Service (CDS) Knowledge repository using flow
Part 3 – Integration with AI Builder
•AI Builder Models Overview
•Using AI Builder with flow demos
Hands-on lab exercise – Invoice processing using flow, AI Builder & SharePoint
Module 8 – Power Automate Application Lifecycle Management
•Power Platform Admin Center
•Flow management connectors & PowerShell
•DLP Policies
•Best practices
Audience: IT Pros, Business Users, Developers, Power Users, Citizen Developers
Level: Beginner & Intermediate
Preparation: Please bring your own internet capable Windows PC to class for the hands-on lab portion/class exercises.
Welcome to the CRMUG General Session here at Community Summit NA 2020 as we gather virtually as a community for the very first time! This jammed-packed session will cover community updates, how to make the most of your week here, All Star award recognition and more! Don’t miss out as we wrap up the first full day of Community Summit in style!
Which system do you get data from? Bet it can export it into a CSV or other Excel format. If you have issues getting to your raw data for any reason but can still export it, this session is for you. You will learn how to save exported data from excel files into a different excel file while cleaning it up and combining it with other reports as needed. After we set it up for the first time, you just need to place new reports in the same folder and Excel (Power Query) will automatically update your files!
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.
With the introdcution of PowerApps Portals, which is the successor of Dynamics 365 Portals, it is important to understand the defintion of the new portal solution, its capabilities and benefits for offering external customer-facing experience. PowerApps Portal compliments an existing Dynamics 365 instance. Customers and partners can build low-code, responsive websites, which allow external users to interact with data in the Common Data Service (CDS), the underlying data platform for both Dynamics 365 and PowerApps.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
Join the AXUG-D365 Finance/Supply Chain Mgt Community as we gather virtually here at Community Summit North America! We’ll kick off your Summit experience, learn who has won this year’s All-Star Awards, and hear from Local User Group leaders about their adventures in this year of meeting virtually.
Join us in a session, where we will share experiences in how to identify the areas in the business for you to apply the PowerPlatform in order to gain immediate wins, value, experience, and knowledge at the same time! Look at it as a scalable approach, where experience will increase the value.
Session Level: Intermediate
Welcome to the D365UG BC/NAV General Session here at Community Summit NA 2020! Laurie Kuehl, your D365UG BC/NAV Program Manager and host, welcomes one and all as we gather virtually as a community for the very first time. In this jammed-packed session, you’ll hear from D365UG BC/NAV Board of Advisors Chair, Lewis Rosenberg. We will hear from Chad Sogge, Principal Group Program Manager, Microsoft Dynamics 365 Business Central, as he shares a glimpse into the future Roadmap for Microsoft D365 Business Central. Afterwards it’s the D365UG BC/NAV All-Star’s helping reveal the 2020 D365UG BC/NAV All-Stars based on your votes.
This session is focused on the best practices for data migration and upgrade from Dynamics AX 2012 to Dynamics 365 Finance & Supply Chain. With data migration and upgrade projects, the best practice methodology followed is to execute these upgrades in a prescribed manner to limit risk and costs. We’ll review leveraging the available tools as templates, DMF Data Management Framework and RSAT regression testing. Their usage depends on the client’s needs for the migration and upgrade.
Project leads, Technical leads, Architects, Developers, Database specialist will learn from a best practice and proven approach to executing a data migration and upgrade in three phases; Analyze, Execute and Validate. This includes analyzing the data and code upgrade, setting up Azure LCS, performing the upgrade to plan and validation of the upgrade before cut over to production.
This session will be available for CPE credits pending completion of session survey post event.
Production planning is part of inventory planning and it cannot be learned separately, but there are still some specifics available only in the production process. In this session, you will see how to configure inventory planning and how to add all specific for production planning. I’ll explain how to configure production forecast and its relationship with MRP and MPS processes. Also, you will see interdependence of all documents and entries with planning system. On the end we will pass through embedded Machine Learning and how we can use it in planning process.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
It is easy to use Power BI as a self-service tool. However, using it in a multi-developer environment comes with challenges. You can easily end up with silos of Power BI solutions, duplicates of Power Query, and DAX codes.
Come to this session to learn how to avoid duplicate work using the right architecture for developing your Power BI solution.
Session Level: Intermediate
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.
