Search Results: ai data (5159)

Geared to experienced Workflow builders and Power Automate novices, this will teach Dynamics 365 users how to make the jump to Power Automate. We will cover existing D365 workflow steps and how to replicate them in Power Automate, where you still want to use classic workflows over Power Automate, and of course some of the cool things you can only do in Power Automate such as querying for data other long requested features.

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

This session is ideal for accountants who are responsible for creating and generating financial reports for their organization but have little training with Management Reporter for Dynamics GP and SL.  Learn the basics of report building blocks and leave with the know-how to create four key financial statements within Manager Reporter:  Trial Balance, Income Statement, and Balance Sheet.  Discover the power and flexibility of reporting trees and get the skill you need to present useful data to your executive team. 

This session will be available for CPE credits pending completion of session survey post event.

Level: Basic 

You already know that Power BI is a powerful tool for visualizing and presenting your data, but where do you begin? 

In this session,  we’ll provide you with a path for getting started and explain the differences between the desktop and service, Power Query and DAX, and different methods of sharing.  This will be a demo-rich session with our favorite tips and tricks we’ve learned over the years, as well as pitfalls to avoid.  

You will leave with everything you need to get started, including samples and resources to keep you on the path to Power BI success.

Session Level: Basic

Customer case study – learn how Caplugs, a global manufacturer of product protection, implemented Business Central SaaS in 4 different countries over 12 months.  Localizations, master data management, data migrations, 3rd party integrations, RPA, user training and lessons learned are just some of the topics that will be covered.  If you are considering launching Business Central and want a global platform offering a single pane of glass back to corporate, this is the session for you! 

This session will be available for CPE credits pending completion of session survey post event.

Level: Intermediate

Is losing SQL access holding you back from moving to D365 or making support difficult? Do you need better tools when troubleshooting performance issues? Do you wonder when it’s best to use DMF or OData? Would expert advice help you when it comes to data entities? This presentation will answer those questions and deliver techniques that make your job easier. You will receive information on how the right tools help you do your job efficiently without SQL access in the Microsoft cloud.

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.

How can you manage your paper-based AP operations with a distributed workforce? You really can’t if everyone is working from different locations. If this year has shown us one thing it’s that companies MUST take everything digital and provide access to company data from anywhere to maintain and grow their business. DocLink extends the value of your Dynamics ERP not only by allowing you to go paperless, but also automating your entire AP process from POs to payments. In this session you’ll hear from DocLink customers who have achieved success in going digital, and you’ll learn how you can:

•    Eliminate paper and manual processes

•    Capture and access documents instantaneously

•    Streamline and accelerate approvals

•    Automate 3-way matching

Join us to learn how to gain improved efficiency, visibility and control by going paperless and touchless in AP. This session is for the following products: Dynamics GP, AX, Nav, SL, D365 F&O and D365 Business.

Did you just say Power BI for GP Payroll?  Well certainly!  The Payroll table structure in Dynamics GP is unlike other modules, but that doesn’t prevent us from using Power BI to support and enhance your Payroll reporting capacity.  Perhaps you have a system that integrates employee and/or timesheet data into Dynamics GP, and you want to review for miscoding, thoroughness, and investigate or highlight any outlier situations or use cases.  Current methods of review rely on SmartLists, Edit Lists, and SSRS reports, but in this session you will learn a new, more visual way of reviewing payroll transactions in Dynamics GP with Power BI.  We will show you some of the possibilities and even show you the steps to create your own Power BI views for Dynamics GP and beyond as well as an introduction to other Power Platform tools.

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.

Excel is a product that is used by over 750 million people.  We will show you many tips, tricks, and new functions that you can use instantly.  Many of these will be items that will enhance your daily work.  The session will include introduction of Excel formulas and functions, introduce visualizations, and show how to create dashboards based off of large data sets. 

This session will be available for CPE credits pending completion of session survey post event.

Level: Basic

A well thought out Power BI data model can make creating a well functioning report a breeze. Relationships form the core of any model, but what if the relationships you have won’t allow the calculations you want? Do you want dimension tables to filter each other? Should a fact table filter a dimension? By getting creative with your DAX measures, it is possible to do this and more, while still keeping the model functional. 

This session will introduce and explain several DAX functions for manipulating relationships including CROSSFILTER, USERELATIONSHIP, and TREATAS.

Session Level: Intermediate

Do you use the Inventory module in GP?  Then you should use HITB.  The HITB was designed to be your inventory subledger to the GL.  There are gaps in capturing all the data if you are currently using the Historical Stock Status report as subledger, but HITB captures it all.  The gaps will be exposed, the process defined, and you will be empowered to overcome the possible objections from the accounting team.

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.

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.

We’ll go over the use of PowerAutomate Flow to connect to Business Central page data through the WebService.

We will review How to:

–    Create a recurring PowerAutomate Flow;

–    Review BC page data and how we want to change it;

–    What credentials and data we need to set up the connection to BC environment;

–    Sending request to get data though the web service and parse it;

–    Analyze received data and send an email based on field values;

–    Change page data.

This session will be available for CPE credits pending completion of session survey post event.

Level: Intermediate

Manage your projects using Dev Ops (formerly VSTS). DevOps gives your users, managers, SME’s, and customers the ability to collaborate based on the project plan and business processes. We will show you how DevOps is used in a project and customized to the industry by using industry specific Business Process Models and capturing all backlog items under the BPM. Defining dashboards and queries for different models such as the operating model, integration model and data model allows the team to quickly focus on the current project state and key activities.

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.

We’ll provide a high-level overview on the main topics of C/AL to AL development. You’ll become acquainted with the technology and what’s involved, while gauging your interest and skill level for pursuing advanced classes. Learn what next questions to ask in your development journey.

This is a summarized / high-level version of the Academy class of the same name.

We’ll cover:

1)  What is allowed in Base C/AL Tables and Pages.

2)  Understanding of Events – Integration, Database Trigger, & Page Trigger.

3)  Understanding of how to Subscribe Microsoft/Add-on Events.

4)  C/AL to AL Conversion.

This session will be available for CPE credits pending completion of session survey post event.

Level: Intermediate

Your Microsoft Dynamics SL data is one of the keys to your business success. But the data is only valuable if the information gets to the right people at the right time.  Power Automate emails are the perfect way to keep user update to date so they can take proactive actions, rather than being reactive.  For example, know when a new entry is made into SL or if a customer is over balance.  Attend this session to see all of the included email notifications included in Dynamics SL and learn how to get started on creating your own notifications.

Learning Objectives:

•    Upon completion of this session, participants will be able to describe the Dynamics SL Flow solutions.

•    Upon completion of this session, participants will be able to describe where to get SL Flow solutions.

•    Upon completion of this session, participants will be able to understand the basics of how a Flow solution is created.

Level: Intermediate

This session covers the SQL Server Agent, with its Jobs and Alerts, along with newer features like Database Mail and Extended Events (which is replacing Profiler). You can use SQL Jobs to schedule SQL Scripts and Database Maintenance Plans. Alerts can notify you when jobs or maintenance plans fail. Extended Events can help troubleshoot and improve performance. Profiler preceded Extended Events but hasn’t advanced since 2008. What are some pros and cons of using the independent SQL Server Management Studio with any version from SQL Server 2008 through 2019.

Learning Objective: Know how to have SQL Server send you an email when a backup job fails.                                                                                                                                                                                                                               This session will be available for CPE credits pending completion of session survey post event.

Level: Intermediate

Join us to learn the many ways to access data from SL.  Discover how to use the ROI, Crystal Reports, Quick Query, Power BI, copy grids, and desktop shortcuts.  This session will walk through the data schema, revealing underlying fields supporting data entry screens, create custom queries and reports using standard tools.  

This session will be available for CPE credits pending completion of session survey post event.

Level: Basic

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.

Come learn what it was like planning for an AX2012 to D365 upgrade at McWane – a global manufacturing company.  With challenges around many global manufacturing sites and a rollout approach that would work for the upgrade, we will explain how McWane sorted through the complexities and set up the upgrade  for success. The session will focus on lessons learned on the approach to customizations, data migration, reporting and organizational change management.

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.

Do you find yourself doing the same things over and over again in GP?  Do you have lots data to enter/update?  This session will introduce macros and how they can simplify repetitive tasks in GP.

Many aspects of GP Macros will be covered:

  Introduction to macros

  Creating and running macros

  Editing macros

  Merging your data with a macro to add/update multiple records using Replicator

If you’ve never used a macro or if you are an expert, this session will help you be more efficient in your day to day tasks.

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.