Learn how to use three simple Power Automate flows within Dynamics 365 Sales to enhance the effectiveness of your sales team and automate your internal processes. Don’t have the users work for the system let the system do the work for the users.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
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
As the adoption of Teams is increasing along with that have increased the Teams sprawl. One of the methods to avoid the Teams Sprawl is to add the governance policies and automate the Teams creation via the approval process.
In this demo-driven session, we will cover how to implement Teams Governance using Power Automate, Microsoft Graph APIs, and SharePoint.
You will learn:
1) Microsoft Teams Governance via Automation
2) Automate Microsoft Team Provisioning using Power Automate, Microsoft Graph APIs, and SharePoint
3) Automate Microsoft Team Provisioning using Logic Apps, Microsoft Graph APIs, and SharePoint
Session Level: Advanced
Join this session to learn the latest updates on Power Automate from Microsoft.
Session Level: Basic
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.
Getting paid by your customers can be a hassle! This session will highlight the SK Global suite of AR modules including: Cash Application, Online Invoice Presentment, Online BillPay, Embedded Credit Card Processing and Remit Text Analysis.
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.
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
With two separate initiatives, Microsoft is bolstering its Defender platform with agentic AI to help security and ops teams combat two high-volume threats that can overwhelm humans.
AWS combats the rising issue of AI-generated misinformation with a robust policy built on formal verification, setting a new industry benchmark for accuracy.
ServiceNow’s single architecture allows Tenon to integrate marketing automation seamlessly, offering consistent workflows and shared data for all front office teams.
The giant bank outlines an ambitious agenda working with Google Cloud to personalize customer experiences by enabling bankers to sharpen their focus on building relationships.
Tenon and ServiceNow team up to bring agentic AI into enterprise marketing for smarter, unified engagement.
ISV earns innovator designation while tapping AI and the ServiceNow platform to modernize physical security while improving functions such as detection of concerning communications.
Latest wave of AI-powered security features bring Copilot functionality directly into Intune and Entra, while new tools and agents optimize access and capacity controls.
ISVs enhance Dynamics 365 ERP with AI, automation, and faster implementation to drive efficiency and reduce risk.
IBM unveils an industry-first governance suite for agentic AI, signaling a major pivot toward enterprise AI security.
From workflow automation to HR threat detection, Bearing is redefining security innovation with agentic AI.
Leading cloud and AI providers are partnering with enterprise customers to develop a comprehensive framework designed to secure AI systems and agents, advancing the industry’s ongoing push for stronger safeguards.
Ajay Patel of IBM outlines how enterprises are shifting from AI experimentation to real-world application, especially in sales, R&D, and operations.
