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.
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.
Key customization’s can significantly speed up data entry. Find out how simple it is to remove unneeded fields, remove tab stops, add commas in numbers, make fields required, add user fields, freeze panes in a grid, and more. No programming experience needed!
Level: Basic
Are you in the government contracting industry? If so, you’ll want to join this session where a D365 user addresses how her company set up D365 to automatically handle required rate calculations, incurred cost submissions, work breakdown structures, unallowable costs, and audit response. It’s a can’t miss!
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.
Power Apps are a game changer for your company. Power Apps let you provide Dynamics SL information to the people who need it when and where they need it. For example, provide salespeople in the field access to their customer order history and inventory on hand on their phone. Think of a task and you can create a Power App for that and you don’t need a PHD in computer science to build it. The cloud makes it possible to share your creations with co-workers on any device. Attend this session to see which Power Apps are available today in SL 2018 and learn the basics of how to start a new Power App.
Learning Objectives:
Upon completion of this session, participants will be able to:
• Describe the Dynamics SL Power Apps solution.
• Describe where to get the SL Power Apps solution.
• Understand the basics of how to create a new Power solution.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
Please join Tonya Ream, IT Director at Vera Bradley, and Adam Carrick, Sr. Consultant at Sunrise Technologies, to hear how they planned, and executed a full replacement of their core ERP financial and operation systems, the full omnichannel landscape including a POS System supporting 153 retail stores, an eCommerce platform, a B2B commerce site, as well as their financial payment processor. This all went live on time, and on budget on the same day. All achieved during an on-going pandemic.
You’ll learn:
•Why Vera Bradley chose Dynamics 365 and Dynamics 365 Commerce as their solution
•How COVID 19 affected their plans
•What were the key components that ensured they deployed on time and on budget
For many organizations, front line sales and support is owned by employees. What if it didn’t need to be?
Join us for a session dedicated to how Power Virtual Agents can add immediate value to your Power Apps (or other!) portals.
Session Level: Intermediate
D365 Finance and D365 Supply Chain Management provides various options for it to Interact with different systems. The goal for this session is to go over the options available for Integration, pros and cons of each of the options and best practice which needs to be followed before choosing Integration method and during implementations.
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.
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.
When it comes to monitoring Power BI there are compliance, governance, performance, and implementation questions to consider.
In this session, we will look at how you can find the right answers by monitoring Power BI. We will look at the Power BI Audit log for usage, license, and other audit information. We will look at what the Power BI API can show us about data sets, refresh history, Enterprise Gateway information, premium capacity, and artifact inventory. Lastly we will show how you can automate the data collection via Azure and PowerShell and report on the results.
Session Level: Intermediate
Robotic Process Automation (RPA) is a technology present on the market for couple of years. It helps companies to automate repetitive tasks done by employees or to make integration between systems not having available endpoints.
This session will help you to:
•Learn what is RPA
•Learn what is attended RPA vs. unattended RPA
•Discover capabilities of UI flows
•Discover capabilities of WinAutomation
•Get inspired to use RPA in your processes too!
Using RPA helps to increase effectiveness in processes by automation of the most repetitive tasks. It also ensures the tasks are done errorless. UI flows is GA since 1st April and quite recently Microsoft acquired Softomotive, maker of WinAutomation.
Join me to learn today about the technology of the near future.
Session Level: Intermediate
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.
When we were setting up Dynamics NAV environments, it was always on-premise. There was no decision to make on where to install the system. Enter the era of Business Central, a new platform with new cloud-based options. Many companies have questions …
What option is best for us? Should we go SaaS (Software as a Service)? Should we remain on-premise? Are those my only options?
During this presentation, we will explain these options, highlighting the positives and negatives of both approaches. You will come away ready to make an informed decision on where to set up your Business Central environment.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
With our ever-changing needs of tracking information and not wanting to change our General Ledger account structure, you have two tools with which to leverage to gather data and report on the numbers for projects. Project accounting allows the tracking of a project be it internal or external whereas Analytical Accounting allows you to do the same thing but is done at the account level only. Let’s explore the differences of each product.
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.
