Join us for this how-to session, where user member Glenroy, a packaging distributor, shares how the company approached its D365FO implementation. We discuss the implementation plan, as well as share best practices and lessons learned in a company that has complex supply chain processes.
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.
D365FO’s most important setup is accounting’s Inventory posting profiles. We will review the input and output of the setup and give some examples of how a bad setup can have long lasting financial effects. There is an absolute wrong and right way to do this! We will also provide attendees with a cheat sheet to insure success.
Deliverable: Session Attendees will be provided with…
• Power Point documentation on setup and troubleshooting.
• Master Cheat Sheet – This guarantees perfect setup and gives you a template for success.
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.
This unique hands-on 2 day course is provided by a Microsoft Business Solutions MVP, Daniel Christian, and will give Power users the tools needed to build Canvas Apps, leverage Power BI integration to PowerApps, and build process automation with Flow.
Daniel is recognized as one of the first-five MVPs in the world to specialize in these Power Platform products and focuses his attention on PowerApps, Flow and Power BI Integration. He began work with PowerApps and Flow in 2016 when they were in still in preview and has seen the products evolve and provided feedback to the Microsoft Product team that helped to improve the products you see today.
Having helped mentor power users across the globe, Daniel will be sharing his insights on the many ways that the Power Platform is being applied to improve daily tasks.
Content covered will consist of:
1. Building Canvas Apps from scratch. In addition to building an app from scratch, we’ll go over some of the new features such as:
•How to store data in Azure SQL and Azure Blob storage
•Responsive design
•AI
•PowerApps Portal
2. Using Power BI Integration with PowerApps
3. Using Flow actions and conditions to automate processes. This includes:
•Send and receive content from PowerApps
•Using Cognitive Services such as Vision
•Create PDF files using OneDrive
Preparation: Please bring your own internet capable Windows PC to class for the hands-on lab portion/class exercises.
This targeted hands-on 2 day training will provide a deep dive experience into building flows with practical scenarios, lab exercises, best practices and more. We’ll cover various flow connector scenarios (SharePoint, CDS, Excel etc.), UI flows (Robotic Process Automation), Business Process flows, Adaptive Cards, and integration scenarios for flows with Power Apps, Power Virtual Agents & AI Builder.
Module 1 – Introduction to Power Automate
•Where Power Automate fits in the Business Application Platform
•Features & components of a flow
•Types of Power Automate flows
•Automated flows
•Instant flows
•Scheduled flows
•Business Process flows
•UI flows
•Flow mobile
•Flow Management
•Flow & SharePoint
•Demos
Hands-on lab exercise
•Track customer survey feedback with Microsoft Forms and flow.
•Time Tracking with excel and flow button.
Module 2 – Flow Approvals
•Approval action in flow
•Approval types
•Approval Patterns – State Machine, Reminders, Escalations etc.
•Best Practices
•Demos
Hands-on lab exercise – Leave Request Approval flow with SharePoint.
Module 3 – Power Automate + Adaptive Cards
•Introduction to Adaptive Cards
•Post Adaptive card to Teams
•Demo
Hands-on lab exercise – Post an adaptive card to Teams for approval scenarios.
Module 4 – Flow Expressions & Trigger Conditions
•Introduction to expression language for flow
•Where and how to use expressions
•Expressions in flow Trigger Conditions
•Tips & Tricks
•Demos
Module 5 – UI flows – Robotic Process Automation
•RPA Capabilities with UI flows
•Types of UI flows – Desktop and Web.
•Best practices
•Demos
Hands-on lab exercise
•Currency Conversion using Web UI flow
•Enter data into legacy system of record from Common Data Service (CDS) using Desktop UI flow
Module 6 – Business Process flows
•BPF Overview
•BPF with Model-driven App
•Best practices
•Demo
Module 7 – Flow Integration Scenarios
Part 1 – Integration with Power Apps
•Power Apps Overview
•Calling a flow from Power Apps
Hands-on lab exercise – Create a pdf file from Power Apps using flow and store in SharePoint
Part 2 – Integration with Power Virtual Agents (PVA)
•PVA Overview
•Calling a flow from PVA
•Demo – Calling the Graph API from flow & PVA
Hands-on lab exercise – Build a bot to fetch data from Common Data Service (CDS) Knowledge repository using flow
Part 3 – Integration with AI Builder
•AI Builder Models Overview
•Using AI Builder with flow demos
Hands-on lab exercise – Invoice processing using flow, AI Builder & SharePoint
Module 8 – Power Automate Application Lifecycle Management
•Power Platform Admin Center
•Flow management connectors & PowerShell
•DLP Policies
•Best practices
Audience: IT Pros, Business Users, Developers, Power Users, Citizen Developers
Level: Beginner & Intermediate
Preparation: Please bring your own internet capable Windows PC to class for the hands-on lab portion/class exercises.
Machine Learning/Artificial Intelligence in Power BI consists of clicks not code.
The session will step thru the features added to Dataflows to utilize the ETL built into PowerQuery. The analytics retrieved from this features helps with the necessary data cleansing and preparation needed for a model. Called AutoML, this option enables the data prep integrated into a model for reporting in Power BI. All is done within Power BI and skills already possessed by the analyst. Model quality and visibility is available through these steps while creating a ML in an awesome reporting tool.
Session Level: Advanced
Join the AXUG-D365 Finance/Supply Chain Mgt Community as we gather virtually here at Community Summit North America! We’ll kick off your Summit experience, learn who has won this year’s All-Star Awards, and hear from Local User Group leaders about their adventures in this year of meeting virtually.
Every project requires data movement in and out of Dynamics 365 Finance and Operations apps. The keys are using bulk imports and effectively keeping a track of multiple moving parts. This session will address:
1. How to import data in bulk with multi-threading for general journal lines
2. How to keep original load and delta loads in sync
3. How to import customers quickly without spending hours to process load
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.
We will discuss the myriad ways to do data repair in GP, we’ll cover normal repair scenarios and go through the best practices for advanced or complex data repair in GP. We will also be reviewing the myriad tools at your disposal for ensuring you efficiently and accurately get the data repaired with low risk to your employer or client. Some little known tools will also be shown (free tools) that you can use to your advantage for accurately repairing or cleaning up data! Some of these tools will be given to you! Tons of tips, tricks and resources to help.
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.
Are you ready to take your reporting and data analysis to the next level?
This course is an accelerated hands-on 2-day training designed to teach how attendees how to build reporting and data analysis projects with Power BI Desktop and how to share Power BI reports and dashboards with a wide audience of consumers.
During the course, students will gain the real-world skills required to design, deploy, upgrade and monitor reporting and dashboard solutions using the rapidly-evolving Power BI platform. All the essential Power BI concepts and techniques discussed in lectures are reinforced with hands-on lab exercises in which students will move through the actual steps required to build reporting and dashboard solutions and then to make those solutions accessible using app workspaces and the Power BI app model.
This course includes in-depth coverage of the query tools and data modeling tools in Power BI Desktop. Students will learn how to design complex queries and to write advanced DAX expressions to calculate rankings, rolling averages and year-to-year comparisons. Students will also learn how to design interactive reports using slicers, bookmarks and drillthrough pages.
The course discusses essential differences between reports and dashboards and also examines the strengths and weaknesses between the various types of datasets including imported datasets, DirectQuery datasets and LiveConnect datasets.
Instructor: Ted Pattison
Audience: Business Users and Data Analysts
Level: Intermediate
Prerequisites: All students will require a Windows PC running Windows 10, Windows 8.1 or Windows 7 to complete the lab exercises for this course. It is recommended that students install Power BI Desktop before arriving.
Course Modules
1.Introducing the Power BI Platform
2. Designing Queries with Power BI Desktop
3. Designing a Data Model with Power BI Desktop
4. Designing Interactive Reports in Power BI Desktop
5. Designing Dashboards in the Power BI Service
6. Distributing Content using App Workspaces
Trying to understand, analyze, and reduce user licensing costs in Dynamics 365 for Finance and Operations (D365FO) can be a confusing process. If the new licensing model has you confused, or if you are worried about being compliant when your renewal occurs, join us for an overview of how to navigate through the process, and potentially reduce your licensing costs in the process.
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.
Join us as we look at some tips and tricks of designing/configuring security in D365FO and what you should be aware of when updating security. Topics covered will include:
• Impact of changing security via UI vs AOT
• Tools to help moving security between environments
• How to be able to have a role test workspace
• View object and licenses for all roles
• Setup and configure least privilege
• Impact of security changes on user licensing
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.
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.
In today’s business climate, where the focus increasingly is on remote work and digital solutions, user adoption has never been more important. ClickLearn ensures the success of any Microsoft D365 CE implementation or upgrade project by enabling authors to deliver more and better content for training and documentation. In this session, where we unveil a whole new user experience, you will see how you can record your processes and with a single click, produce a complete e-learning portal in 45 languages with step-by-step instructions, virtual assistance, e-learning, and process videos. You can use the virtual assistant to guide your users from within your live solution.
You will also see how the Replay function lets you automatically update any existing content (including screenshots) to reflect updates to Dynamics 365 for Customer Engagement – including any third-party applications. This feature is particularly relevant for large, global organizations because you can also use it to automatically create language versions of your content with a single click.
If you are emailing sales invoices, chances are that you are not doing it in an optimal way. There are many possible improvements of this process and we will describe the most beneficial ones. We’ll discuss the critical emailing shortcomings in D365FO and will show you the potential solutions. Whether you are a power user or a functional consultant, we will teach you which customizations to require from your developers in order to get the most out of your emailing process.
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.
There is nothing more frustrating than experiencing issues mid-migration from AX 2009/2012 to D365FO. In this session, you will learn how to pivot your migration and rejuvenate the implementation while maintaining the project timeline and reducing the budget. Hear directly from Dynamics user, Organogenesis, on how they dealt with issues during migration and successfully finished their project on time and on budget.
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.
Come learn how the James M. Pleasant Company (JMP) improved its CE quoting process with an integration to sales orders in Finance and Operations. JMP leaders will show their solution using Power Automate (Flow) to send quotes from CE to Sales Orders in D365FO. The solution allowed the company to standardize its packaging options – live data pulling from one source! If time permits, we will showcase a few other ways JMP is using the Power Platform.
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.
Do you want to drive value and deliver results for all of your technology initiatives? Join AXIA Consulting’s Greg Pitstick to learn how to quickly identify the areas of your business that can be changed to deliver bottom-line results such as reduced inventory, increased on time delivery, reduced costs and increased margin. During the informative session we will show you:
• How to identify the real opportunities to generate bottom-line value from your Microsoft ERP implementation
• How to achieve the results using your existing Finance & Supply Chain implementation or with a new implementation.
• Pitfalls and traps other companies encountered when trying to achieve improvements
• A reusable framework you can use to identify, quantify and deliver results
• Real-world examples and results!
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.
This demonstration will provide key concepts of Logic Apps for integration requirements, and how they work with Dynamics 365 Finance/Supply Chain.
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.
Now, more than ever, you need efficient processes to get packages delivered to your customers’ docks and doorsteps. In this session, you’ll learn about how the Blue Horseshoe Supply Chain Cloud works with D365 to help you:
•Use D365 data to connect directly with top parcel carriers like USPS, UPS, and FedEx to get accurate shipping estimates, generate carrier compliant labels, and more.
•Manage asset movement and freight handling across your logistic network including equipment, drivers, dispatch, and settlement.
•Optimize routes, save fuel, and increase driver efficiency.
You’ll also learn how D365 and Supply Chain Cloud helps you build a digital supply chain while giving you a control tower view of your warehouse and logistics operations.
Upgrade and implementation considerations can be particularly daunting for organizations with fewer than 150 users. We’ll look at all the considerations for upgrade or re-implementation including cost, hassles, customizations and code base moves from the perspective of the small organization. We’ll answer the following questions:
• How will be the environments on the cloud/Azure or on premise? How many environment will we need?
• What are the advantages/disadvantages in doing fresh implementation/s upgrade?
• How to handle the code base and data migration?
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 post event.
