Search Results: ai (8076)

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.

Your organization’s success is increasingly reliant upon the organizations that make up your supply chain. You may be utilizing multiple solutions from different companies, and trying to figure out the optimum way to have them all work together. TrueCommerce is the most complete way to connect your business across the supply chain – integrating everything from EDI… to digital storefronts and marketplaces.  Please join this session to learn how your business can grow to the next level of profitability and cost savings by leveraging TrueCommerce. 

Topics will include Dynamics 365 integration for: 

o    EDI for Customers, Vendors/Suppliers and 3PL Warehouses

o    Storefronts

o    Marketplaces

This session is for developers who would like to discover new ways to build reports that are even more useful to the business. Learn how to develop advanced SSRS reports using precision design in Microsoft Visual Studio. See the importance of Controller, Contract, UI Builder and Data Provider and hear us explain how to call multiple reports and develop complex report designs.

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.

In this exciting, yet practical hands-on course you’ll learn how end users can configure Microsoft Flow to create customized emails and approval processes to people both inside and outside of Dynamics 365 F&O, based on the new Business Events framework. You’ll learn how alert rules, workflows, change-based events, and much more in F&O can act as triggers to perform functions outside of the system.

Learning Objectives

Following this course you will be able to:

•Explain the basics of Business Events
•Explain the basics of Microsoft Flow
•Create alerts in F&O that trigger a Flow
•Create a Flow that triggers off a change in F&O
•Create an approval process in Flow based on a Business Event in F&O
•Update a record in F&O when an approval is completed
Preparation: Please bring your own internet capable Windows PC to class for the hands-on lab portion/class exercises.

Are you in the government contracting industry? If so, you’ll want to join this session where a D365 user addresses how her company set up D365 to automatically handle required rate calculations, incurred cost submissions, work breakdown structures, unallowable costs, and audit response. It’s a can’t miss!

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.

Microsoft includes many data analytics and AI tools in D365, come learn how to leverage them to better utilize your sales resources and drive revenue.

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

If you have the daunting task of training a large workforce or one spread across the country, we can help you wrangle them in and do a bang-up job! We will provide the necessary tools! We have successfully trained nearly 1,000 users in 150 offices, with only one dedicated CRM resource.

This targeted, hands-on, deep dive Academy training session will deepen your understanding of the Dynamics 365 Supply Chain Management module. We’ll cover all of the foundational setup, configuration and parameters necessary for warehousing. 

We will build configurations to run your warehouse on D365 SCM but many of the concepts reviewed in this course will also apply to the WHS Module in Dynamics AX 2012 R3.

Learning Objectives

Following completion of this course you will be able to:

•Configure your warehouse setup for locations and zones
•Manage loads, shipments, waves, and work fundamentals
•Build efficient sales order and transfer order processes
•Leverage both system directed and user-initiated picking processes
•Review and manage replenishment set-up options
•Direct containerization and packing
•Validate staging and loading processes
•Oversee cycle counting
•Manage your inventory
Level: Intermediate

Preparation: Please bring an internet capable Windows laptop for hands-on labs and exercises.