Search Results: ai data (5505)

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.

If you’ve used Dynamics 365 Business Central, you’ve probably seen the Open in Excel and Edit in Excel options. But have you used Business Central Workflows or Customer Insights in Outlook? Have you used Power Platform to automate Business Central processes? Or created Microsoft Forms Pro surveys based on Business Central data and events?

In this session, we’ll show you 6 great ways that you can leverage Office 365 and the Power Platform to increase productivity and get more value out of Dynamics 365 Business Central. 

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

Level: Basic

You have critical business information in multiple places, but are you using the available APIs to consolidate data points together in a way to foster new insights and good decision making? We’ll walk through the process of accessing APIs and getting data from disparate sources. Do you really need to be a developer? What are things you need to consider when working with web services? What about working with Excel, Jet Reports and other reporting tools? We’ll feature practical examples of the power of Web Services and how to make your data useful so you can take action. 

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

Level: Intermediate

Looking to step your game with Management Reporter for Dynamics GP and SL?  This session will show you how to create three complex reports: a Consolidated Income Statement, A Dynamic 12-Month Income Statement and a Cash Flow Statement.  Plus, learn how to use non-financial data (or KPIs) to present data to your executive team. 

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

Level: Intermediate

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.

Management Reporter has many built-in features that can help you build great financial statements. In this session, learn how to automatically add new accounts and descriptions to Row Definitions, create new Reporting Trees, add additional text from reporting units, sort data, renumber row codes and more.

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 see how Microsoft Management Reporter can be used in your organization to simplify and automate the reporting process!  Main features of Management Reporter will be shown like report creation, generation, distribution and analysis of the financial data with drill down capabilities.

Level: Intermediate

In less than an hour, learn over 50 tips and tricks used by Management Reporter users in handling their financial reporting requirements. Sort data. Run multiple reports at one time. Set security by department. Learn about all of these plus many more.

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.

Manufacturers rely on key reports to provide them with actionable insights. Reports such as capacity utilization, costing, and work load are just a few that need to be on your dashboard. PowerBI helps you combine data from multiple sources and quickly process mountains of data into meaningful and useful information. 

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

Level: Intermediate 

Do you sometimes feel overwhelmed when it comes to choosing “the” Microsoft tool to use for your analytics projects? Join this session to learn about various options for data movement and integration in order to employ the right analytics strategy for you. Topics covered will include Power BI Dataflows, Azure Data Factory, Azure Synapse, Azure Stream Analytics and more. Select live demonstrations will be used to illustrate use cases.

•     Discover the use case for different available tools

•     Examine the components and architecture options for different approaches

•     Appreciate the benefits and drawbacks of each option

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.

Are you or your small team charged with managing GP for an organization with lots of GP companies and similar tasks daily, weekly or monthly? If you’re performing the same task more than once (ok twice) there’s opportunity for automation because you have better things to do with your time!  I’m the sole admin for 49 GP databases and I’ll show you how I use SQL to automagically open the GP fiscal period for a new month, run an automatic daily AR aging process and more across our entire GP enterprise.

Participants will learn how to:

1.Create a SQL process to automatically open the new fiscal period for one or more GP companies;
2.Use SQL to automatically ‘age’ all accounts receivable customers daily;
3.Automatically generate an AR Aging and email it as an attachment directly from SQL

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.

Newly or recently assigned as sys admin? Overwhelmed by the Unified Client Interface (UCI)? Trying to solve new business requirements? During this live-environment demonstration, let’s explore some confidence-boosting basics and exchange ideas to supercharge user adoption. You’ll see in action the Maker portal, personalized settings for you and your users, themes, helpful view features, UCI transition tips, data management best practices, and automation with processes and flows.

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

EDI is mission critical for many companies moving to D365 Finance & Supply Chain Management. And the smart companies are seeing why their EDI choice can help their implementations succeed. 

During this session you will learn: 

1.How to minimize impact on your trading partners while you go through an ERP change.
2.How to avoid D365 software customization for EDI and stay up to date with regular Microsoft D365 updates. 
3.How to leverage your EDI solution to validate the data migration.
4.See a working integrated EDI solution in action.
We will end the session with a Q&A with our VP’s of Operations & Technology.

Just thinking about the many options now to deliver advanced reporting and analytics will make your head spin! Attend this session to discover the options available for Dynamics 365 Finance & Operations including embedded power, data warehousing, and Common Data Model (CDM). A D365 and business intelligence expert will review and discuss the benefits and drawbacks (price, development time, security, approach, scalability, etc.) for each.

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.

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!