On the Cloud Wars Live podcast, Charles Araujo and I discuss how companies will navigate introducing new, radical technology to customers.
Search Results: ML (2727)
In a CX event earlier this week, Oracle Chairman Larry Ellison made two striking disclosures about Oracle’s growing relationship with Zoom.
RadiusOne A/R Credit Risk Management App enables automated credit risk evaluation and credit scoring to standardize credit approval process and enable credit teams to make faster and more accurate credit decisions.
With ready-to-use credit application templates, integration with credit agencies and automated credit scoring models – configured based on the industry-specific best practices, fastrack your credit management process for new businesses and streamline periodic reviews. Free up your analysts’ time with workflows and automated correspondence for internal and external collaboration. Enable centralized access to all credit information for high-yield decision making, compliance and eliminate paper-costs with electronic storage.
On the Cloud Wars Live podcast, Pat Fitzgerland and I discuss how companies are defaulting too quickly to technology.
Join this session to learn best Practices for the set up, configuration and use of Time and Expense for Projects. Learn how to leverage setup and configuration options to streamline Time card Entry processes. See how Allocator Rate Tables and other values in the system flow into time cards. Learn how to setup Time and Expense for seamless integration to SL Payroll or for export to an outside payroll system.
Level: Intermediate
Blue Moon’s Electronic Payment Suite has been automating payment processing from customers for years, and now adds streamlined payment processing to vendors. We are now starting to offer this functionality to Microsoft 365 Business Central customers too! Our Electronic Payment Processing gives you an efficient, embedded credit card capability that is fully integrated for sales transactions entered directly in Dynamics 365 Business Central or integrated from external system, and we will be demoing the product in both Dynamics GP and Dynamics 365 BC.
As the Coronavirus outbreak has spread, unprecedented challenges have arisen in distribution centers all over the world. Extraordinary measures have been taken to keep goods and services moving. Leaders in supply chain are building swift & agile response capabilities in order to mitigate the fallout from the crisis. Yet most organizations are still learning to cope with this new reality, and its post-pandemic impacts on warehouse operations. The need to quickly develop and adopt new capabilities that ensure long-term resiliency is now firmly on everyone’s minds.
This session will specifically address 3 fundamental shifts, their impacts on the DC, and how to build the capabilities required to maximize resiliency and long-term sustainability.
1.Consumer Consumption Changes
2.Re-Shoring Manufacturing
3.Robotics and Automation
Integrations with Business Central will also be highlighted in the Enabling Technologies portion of the presentation.
Are you ready to take Customization Manager to the next level? Do you have a complex business process to solve? Want to see VBA in action? This session will deepen your understanding of Customization Manager and teach you how to streamline processes and increase user efficiency in SL. Learn how to add new fields to a screen, extend a grid, or launch a report. This session will have practical examples to inspire your imagination for the endless customization possibilities.
This session will be available for CPE credits pending completion of session survey post event.
Level: Advanced
DocumentsCorePack is the Go-To solution for document generation & automation on the Power Platform.
Based on Microsoft Word-templates, DocumentsCorePack provides you with a set of tools to create and process documents in Dynamics 365 for Customer Engagement, PowerApps and PowerAutomate
Whether you need to send sales or service documents, reports, or contracts for signing, our solution will help you streamline and simplify your documents.
In this showcase we will do a live demonstration showing:
•Template design in Microsoft Word
•One-Click document generation in Dynamics 365
•Automated document generation, approvals, and processing via PowerAutomate (Flow)
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/
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.
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.
See an end-to-end supply chain solution from NSM that uses a combination of CE, Power Apps andD365FO to provide mobility solutions for their customers. From ordering to distribution, the process seamlessly integrates every part of the key business functions. At NSM (National Seating and Mobility), the company honors its clients’ journeys toward independence, and helps them get where they deserve to go; at home, in their community, and throughout their lives. Let’s get moving.
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.
Learn Amazon terminology, get an overview of the various Amazon portals, and learn about integration possibilities with NAV/BC that will automate and streamline your sales, fee payments, and reporting on Amazon mfg/supply chain/admin/integrations.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Want to personalize your Dynamics SL experience? Want to streamline data entry? Customization Manager allows users to modify the appearance and functionality of Dynamics SL. In this session we will demonstrate some simple but powerful customization’s that you can do tomorrow like changing font sizes and colors, moving and resizing fields, adding or removing fields, and renaming labels and columns. This session is for users with little to no customization experience and will demonstrate mostly no code solutions, with some simple low code options.
Learning Objective: What is customization manager, identify and choose customization levels, how to modify screens and logic using customization’s
Level: Basic
The pandemic has brought on a new set of business challenges while the e-commerce industry has managed to continue growing. It’s time to get the most out of your GP solution to increase your online sales despite today’s business climate. In this session, join us as we discuss opportunities that businesses have experienced from the COVID-19 crisis and how to leverage your Microsoft Dynamics GP investment to grow your e-commerce business. We will provide you with strategies to identify e-commerce opportunities and ways to seamlessly integrate your electronic channels to increase sales and improve operations while providing an enhanced, secure customer experience.
With the ever growing universe of Marketing Technology, it’s important for IT and Marketing to work together to ensure compatibility and ease of management of the Martech stack. In this session we’ll explore how marketing platforms enable CRM Administrators and Marketers to work together to ensure that Marketing has their technology needs met which the IT side of the house has options that seamlessly integrate into CRM and are easily managed and maintained.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
The pandemic has brought on a new set of business challenges while the e-commerce industry has managed to continue growing. It’s time to get the most out of your BC/NAV solution to increase your online sales despite today’s business climate. In this session, join us as we discuss opportunities that businesses have experienced from the COVID-19 crisis and how to leverage your Microsoft Dynamics BC/NAV investment to grow your e-commerce business. We will provide you with strategies to identify e-commerce opportunities and ways to seamlessly integrate your electronic channels to increase sales and improve operations while providing an enhanced, secure customer experience.
Using Typescript in the Microsoft Power Apps and Dynamics 365 environment has become the preferred method by most in the industry for streamlining client side development. However, code reuse and unit testing typescript as well as integrating Typescript into your release pipelines can be a bit of a conundrum when it comes to enterprise applications. In this session we’ll look at getting started using Typescript in Power Apps and Dynamics 365 and then taking that Typescript to the next level by adding both unit tests and code modules for reuse as well as integrating Typescript into your Azure Devops pipeline.
The content of this session is geared toward an audience with advanced-level knowledge of the subject area.
Connecting to the Common Data Service (CDS) with Power Automate connectors can sometimes be confusing.
In this session we will explore the Power Automate CDS Connector to understand:
•The triggers and actions
•How to filter data
•Fetch XML options
•Bound actions
•Other tips & tricks
You will leave the session with a better understanding of your options when connecting to CDS with Power Automate.
Session Level: Intermediate