Search Results: automate (1333)

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.

Whether you’re a supplier, manufacturer, or a buying organization, join Chrissy Mathison to explore how our Full-Service EDI solution can help automate your network, reduce manual entry and save you time and resources.

Whether you’re a supplier, manufacturer, or a buying organization, join Chrissy Mathison to explore how our Full-Service EDI solution can help automate your network, reduce manual entry and save you time and resources.

How much paper do you think goes in and out of your accounts payable (AP) department each week, month, and year? We would bet it’s a lot. 

When you, or your AP team, are dealing with paper invoices and checks you could be spending more time tracking them down than you are reviewing and approving. That makes it inevitable for some not to get lost or misplaced during the process. Which could even lead to inaccurate spend and prevent you from forecasting correctly in the future. 

That’s where AvidXchange comes in handy and removes the paper from overcrowding your AP team’s desks. Automating your accounts payable process will easily help you forget those pesky, misplaced paper invoices and checks for good.

Please join us to find out more about: 

•    Gaining access to your invoices and payments anytime, anywhere

•    Increasing security when it comes to your business’ cashflow

•    Saving your company money while being able to better forecast the future

•    Fireside chat with an AvidXchange customer on why they automated their AP process

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.

You may already know that Dynamics GP Workflow can automate approval processes — but what exactly does that mean? This session will review the functionality behind the GP workflow, available transactions and master records, and how the approval process is completed and tracked. We’ll also cover some tips and tricks for setting up steps and conditions to make your approval process flow as required.  And what about Power Automate?  We will explore where this fits and compares with GP Workflow.

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.

Upgrading from NAV to Business Central is a challenge for most businesses—time consuming, tedious, and complex. As experts in upgrades, we’ll demonstrate tools, automations, and concepts that help you speed up processes to make upgrades faster and easier.

1) Learn to understand how automated tools can help speed up the upgrade process and give better performance/reliability for your next upgrade.

2) Use this knowledge to build your own tools.

3) Use this knowledge to discuss these concepts with your upgrade partner.

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

Level: Basic

Companies running multiple instances will benefit from automation of Intercompany Orders.  AX2012 R3 allows for Direct Delivery functionality in the same instance.  However, our company runs 8 instances of AX 2012 R3 and needed a solution to automate intercompany transactions.  By developing a process that mimics direct delivery, from instance to instance, the manual processes involved with ordering and distribution created seamless electronic trading between buyer and supplier.  Orders can be entered in one instance and fulfilled from another instance, directly to the original customer.  Also allowing real-time communication, supply chain information and inventory order processing.

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.

Let’s take a look at how you can use Forms Pro together with Power Automate to generate Leads and Cases from your website. 

We’ll go through the practical steps of what to think about, how to transform the collected data into what you actually need and some best practice tips on how to build your flows in Power Automate.

Session Level: Intermediate

When it comes to monitoring Power BI there are compliance, governance, performance, and implementation questions to consider. 

In this session, we will look at how you can find the right answers by monitoring Power BI. We will look at the Power BI Audit log for usage, license, and other audit information. We will look at what the Power BI API can show us about data sets, refresh history, Enterprise Gateway information, premium capacity, and artifact inventory. Lastly we will show how you can automate the data collection via Azure and PowerShell and report on the results.

Session Level: Intermediate

Robotic Process Automation (RPA) is a technology present on the market for couple of years. It helps companies to automate repetitive tasks done by employees or to make integration between systems not having available endpoints.

This session will help you to:

•Learn what is RPA
•Learn what is attended RPA vs. unattended RPA
•Discover capabilities of UI flows
•Discover capabilities of WinAutomation
•Get inspired to use RPA in your processes too!
Using RPA helps to increase effectiveness in processes by automation of the most repetitive tasks. It also ensures the tasks are done errorless. UI flows is GA since 1st April and quite recently Microsoft acquired Softomotive, maker of WinAutomation. 

Join me to learn today about the technology of the near future.

Session Level: Intermediate

A discussion on Workflows and the options to replace them with Power Automate or other technologies.

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

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

A deep dive session into how to write automated test cases in the Dynamics 365 Supply Chain Management module using the ATL (Acceptance test library). After completion of this session, you will know how to create consistent test data, increase the readability of test code, and support the high performance of test data across the D365 Supply Chain module.

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

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

The landscape for Accounts Payable is changing. New technologies offer the promise of increased efficiency, electronic B2B payment types and automated workflows – but it takes significant time, effort and cost to transform into the AP department of the future. Or does it? 

Join Mekorma to discuss how you can make paying vendors in Microsoft Dynamics GP a much easier experience – without losing the familiarity of tried-and-true, integrated processes. We’ll show you how to:

•    Manage all your payment batches, for all your GP companies and checkbooks from one central location 

•    Approve payments on-the-go with our mobile application, PowerApprovals 

•    Safely outsource vendor payments by letting us handle them for you! Mekorma Enhanced ePayments can permanently relieve you of the most time consuming and costly parts of the AP function

Join us for a  walk through and demonstration of how to use Power Platform with D365 Finance and Supply Chain. The demo will include Power Apps and Power Automate flows communicating with D365FSC in real time for quality control, and vendor invoicing. The presentation will also involve a discussion of important considerations related to creating Power platform content that uses ERP data.

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.

Cards have been in Office 365 for some time already. Originally created as Message Cards after some time rebuilt from nearly scratch to become Adaptive Cards. 

This extremely useful technology can be used in Power Automate processes based in Microsoft Teams to create a consistent digital workplace. 

In this session you will learn:

• What is the difference between Message and Adaptive Cards

• How to design cards

• How to use them – a working example

• What to expect from the upcoming releases and version vNext (2.0)

Process designers should make their processes as intuitive as possible, allowing their participants to take part in the most effective way. Using Cards helps to create a new channel for efficient participation in business processes.

Session Level: Advanced

Workflow options are ever expanding. This  session will demonstrate options you may not know exist, including routing by financial dimension, conditions and automated processing additions.  You will also learn how to set up and incorporate the new configurable hierarchies in the workflow process.  You can make workflow work for you!

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

Power Apps Portals provide a lot of functionality out of the box to interact with CDS (Common Data Service) data. However, there may be situations where you need to take your portal projects to the next level. 

In this session, learn how to extend your Power Apps Portal with HTML, JavaScript, CSS, Liquid, Power Automate and Azure.  Add more power by embedding Power Virtual Agents, SharePoint libraries, Power BI reports and even Canvas Power Apps!  Add more Power to Power Apps Portal projects!

Session Level: Advanced

ExFlow is the premiere AP Automation solution built inside D365 – recently selected by Microsoft as a preferred AP Automation solution for D365 FO and D365 BC. ExFlow automates 3-way invoice matching, invoice matching to contracts and payment plans (for recurring costs) & provides dynamic and flexible approval workflows on any platform for on-the-go invoice approval.