Search Results: ML (2778)

So join us for our solution showcase on “Fast Forward your AP Automation – From Kick-off to Go-Live in 5 Days”” where we will share how we can get your company up and running with your AP automation solution for Dynamics 365 Finance in just 5 days!”

Quickly adjusting to a remote work setting can bring incredible flexibility and also security hazards. Pick up some best practices and ways to make that transition as seamless and safe as possible. Then learn how PowerGP Online can help you in that transition as you move your Dynamics GP to the cloud.

Join us to learn about some XRM Toolbox features and functions to make a CRM Admin life a little easier.  This session will cover how to:  

1-Embed Power BI on a form

2-Use Fetch XML and views to build a Power BI dashboard

3-Use Ribbon Workbench to add and remove buttons

The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

The modern workplace means every department – from accounts payable to human resources to legal – needs to be able to communicate, collaborate, and do their best work from anywhere, not just the office. This session will detail how DocLink can enhance your Microsoft Dynamics deployment by allowing you to go paperless and touchless in any department to:

•    Eliminate paper-based document processes 

•    Capture, process, retrieve & deliver documents automatically from anywhere

•    Streamline previously manual processes

We’ll share real-world company experiences and show you how to stop manually processing your documents and gain greater efficiency. Join us to learn how you can automate workflows and streamline your day-to-day responsibilities for complete visibility into your processes and data. This session is for the following products: Dynamics GP, AX, Nav, SL, D365 F&O and D365 Business Central.

Power Apps Portals provide a lot of functionality out of the box to interact with CDS (Common Data Service) data. However, there may be situations where you need to take your portal projects to the next level. 

In this session, learn how to extend your Power Apps Portal with HTML, JavaScript, CSS, Liquid, Power Automate and Azure.  Add more power by embedding Power Virtual Agents, SharePoint libraries, Power BI reports and even Canvas Power Apps!  Add more Power to Power Apps Portal projects!

Session Level: Advanced

As we have learned to adjust our work environments, processes and daily routines, we have gained organizational insights about how we need to be more flexible, collaborative and connected. This session will cover the challenges of processing invoices remotely, with even less visibility, and even greater need for integration with Dynamics GP. We will discuss lessons learned and real-world examples of streamlining the accounts payable process and centralizing document management. We will include a live demonstration of KwikPayables for GP that features a touchless AP process with end-to-end visibility — keeping your team connected wherever they are.

A little direction in application set ups and the functionality available in the system can go along way in productivity and streamlining processes.  Check this video out for a little help from your NAV/BC Friends on your daily business needs!

AX can be confusing for new users. How do you export things? Search? Get the system to email you an alert? This session will go through tips & tricks for AX 2012, from basic tips you can implement right now to more complicated configurations that just might save you the cost of customizing something. This session is aimed at new and intermediate users and the goal is that everyone comes away with something to streamline their work.

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.

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.

Calling all Dynamics 365 specialists, Power App makers and citizen developers! 

This practical, hands-on Power Apps Portal In a Day class will equip you to extend Common Data Service (CDS) based Power Apps (including Dynamics 365 apps) to external stakeholders and guide you to build a working portal application.

Agenda

1. Class Introduction Overview

•Meet the Power Platform
•Provision a Power Apps Portal
2. Power Apps Portals Overview

•Power Apps Portals Architecture
•Power Apps Portals Components
•Hands-on Lab 1 – Add Portal web pages and content
3. Power Apps Portals and the Common Data Service

•Power Apps Portals Common Data Service (Including Dynamics 365)
•Hands-on Lab 2 – Build a Power Apps Portal (Entity Lists and Entity Forms)
4. Power Apps Portals Authentication and Security

•Power Apps Portals Authentication and Security
•Hands-on Lab 3 – Configure Portal Authentication and Security
5. Power Apps Portals Advanced Customization using Liquid

•Advanced Customization Using Liquid
•Hands-on Lab 4 – Build a custom web template using Liquid
6. Advanced Power Apps Portals Topics

•Other Power Apps Portals Features
•Hands-on Lab 5 – Portal Branding and Styling
Prerequisites: You should be familiar with building model-driven Power Apps (Working with Entities, Forms, Views, Fields, Workflows, etc) or have experience with configuring Dynamics 365 for Customer Engagement. 

Preparation: You do not need to be a developer or web designer but some basic familiarity with HTML, CSS and JavaScript would be beneficial.  You will need to bring a internet capable Windows-based laptop for the labs.

Level: Intermediate to advanced

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

Does the document management system you’re using (or considering) come up short as transaction volumes increase and workflows become more complex? 

Are you constantly switching among ERP, CRM, and other systems looking for documents, email, and other electronic files? 

Have you ever screamed WTF (where’s the file…or email) in frustration?

Join the Datahaven team as we highlight how Datahaven 365 and its advanced scanning, OCR, and workflow approval solutions streamline paperless processes for:

•AP automation
•procure-to-pay and
•quote-to-cash
And these are just some of the solutions we offer. 

With its patented virtual folder structure, Datahaven 365 is the only embedded document management solution available across a full range of Microsoft applications and platforms, including 

•Finance & Operations
•Customer Engagement
•Business Central
•Power Apps
•Outlook and 
•Teams
By attending our session, we will automatically register you for our Summitland giveaway, a $250 Amazon gift card!

Anthony Brooks-Williams and I discuss how HVR takes hybrid cloud to the next level, providing data-replication and data-integration solutions.

Did SAP suffer a mortal blow with Q3 results or will the company be able to rally behind the customer-centric vision of CEO Christian Klein?

Why I feel that Bill McDermott and ServiceNow could deliver meaningful impact and value to much-larger vendors SAP, Salesforce, and Oracle.

Google Cloud retained its claim to being the fastest-growing cloud vendor by boosting its revenue 44.8% in Q3.

On the Cloud Wars Live podcast, Tony Uphoff and I talk about the best leadership approach during these very unique times.

On the Cloud Wars Live podcast, Bonnie Tinder talks about the need for patience and a clear game plan when rolling out projects.

I expect Microsoft to post excellent fiscal Q1cloud results and dispense with the notion that the sky above the cloud is falling.

Stream the Cloud Wars Live podcast to hear Wayne Sadin discuss the need for CXOs to understand of how technology drives business value.