Experlogix is a premier provider of Configure, Price, Quote (CPQ) technology, specializing in fully integrated quote and order automation solutions for Microsoft Dynamics 365. Experlogix CPQ can help to accelerate the quoting and proposal generation process, eliminate mistakes and easily guide users through the most complex pricing and quoting scenarios. www.cpq365.com
ExFlow D365 FO is a built-in, feature-rich AP Automation solution developed specifically for Dynamics 365 Finance and Operations/AX. ExFlow sits inside D365 and leverages Machine Learning to automate the AP process from invoice data capture, through validation and pre-coding to 3-way matching and approval. Analytics is provided by pre-packaged Power BI dashboards inside D365. Today more than 400 D365 FO/AX customers worldwide use ExFlow.
ExFlow D365 BC is a built-in, feature-rich AP Automation solution developed specifically for Dynamics 365 Business Central/NAV. ExFlow sits inside D365 and leverages Machine Learning to automate the AP process from invoice data capture, through validation and pre-coding to 3-way matching and approval. Analytics is provided by pre-packaged Power BI dashboards inside D365. Today more than 500 D365 BC/NAV customers worldwide use ExFlow. ExFlow D365 BC is localized for SWE, NOR, FIN, AUS, UK, USA, CAN and FRA.
Eliminate manual processes by automating invoicing, collections, and cash application. With AR automation powered by Versapay ARC, you drive efficiency, reduce payment cycle times, and free up your team’s time to increase customer service and reduce costs.
The migration to the cloud is happening at a tremendous pace. Putting an adoption framework in place becomes a critical need for business in order to be successful. However, this is not a simple task and requires a team effort, risk mitigation, and governance policies.
Artificial Intelligence has come a long since it’s early inception. Many advances have been since then that have defined how AI is used and understood. AI is still in it’s infancy but will continue to grow in use and democratization.
This blog describes how to gain the benefits of inventory optimization by outlining 4 approaches with varying degrees of automation.
Manufacturers can have a clear view of business operations and equipment performance by analyzing data. Data analysis allows these organizations to operate more efficiently, as AI software can use this information to improve decision making.
Optimize your site for search engines (SEO), improve your on-site search function and ensure your team has digital expertise as you simplify your web store navigation, enhance your online product description and leverage marketing automation. Learn this and more through this session!
Looking at ways to improve email workflow for employee training was a top priority for the City of White Rock. This small to mid-size organization needed to find a way to automate and simplify daily business processes.
Alkermes, a global biopharmaceutical leader headquartered in Dublin, Ireland, with a research and development center near Boston, Massachusetts is using SAP Concur to digitally transform processes around automation to drive multiple efficiencies. Understand the why and how behind their strategy to learn how this can inform your decision making process around automation!
Pandemic-related, consumer-level disruptions have triggered upheavals behind the scenes in operations, logistics, and supply chains.
In a CX event earlier this week, Oracle Chairman Larry Ellison made two striking disclosures about Oracle’s growing relationship with Zoom.
As the Coronavirus outbreak has spread, unprecedented challenges have arisen in distribution centers all over the world. Extraordinary measures have been taken to keep goods and services moving. Leaders in supply chain are building swift & agile response capabilities in order to mitigate the fallout from the crisis. Yet most organizations are still learning to cope with this new reality, and its post-pandemic impacts on warehouse operations. The need to quickly develop and adopt new capabilities that ensure long-term resiliency is now firmly on everyone’s minds.
This session will specifically address 3 fundamental shifts, their impacts on the DC, and how to build the capabilities required to maximize resiliency and long-term sustainability.
1.Consumer Consumption Changes
2.Re-Shoring Manufacturing
3.Robotics and Automation
Integrations with Business Central will also be highlighted in the Enabling Technologies portion of the presentation.
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.
Attend this session to learn how one customer built a highly customized version of Dynamics CRM and Business Central and integrated them to create an end-to-end process automation solution. And multiple ISV’s to boot!
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
Discover a better way to get things done across your organization through digital and robotic process automation.
In this session, you will understand what Power Automate is and when, where and how you can use Power Automate to boost productivity in your organization.
Session Level: Basic
DocumentsCorePack is the Go-To solution for document generation & automation on the Power Platform.
Based on Microsoft Word-templates, DocumentsCorePack provides you with a set of tools to create and process documents in Dynamics 365 for Customer Engagement, PowerApps and PowerAutomate
Whether you need to send sales or service documents, reports, or contracts for signing, our solution will help you streamline and simplify your documents.
In this showcase we will do a live demonstration showing:
•Template design in Microsoft Word
•One-Click document generation in Dynamics 365
•Automated document generation, approvals, and processing via PowerAutomate (Flow)
When people and process work together, a sales team’s velocity can take off! But it can be tricky to get people-centric teams to describe what they do in a process-centric manner. And it can be challenging to select the right process automation tool in Dynamics 365 and configure it to align with the needs of your team.
In this non-technical session you’ll learn methods for engaging your sales teams in process design, and the basics of configuring processes in Dynamics.
Our agenda for the day will cover:
•Understanding the Customer Journey – how to align your sales process with the customer buying process
•Sales Intelligence – tools and techniques to build lists and research your audience before first contact is made
•Lead Generation – generating more, and better, leads for your sales team to work and using AI to prioritize them for follow-up
•Qualification – processes and solutions for going from unqualified, to marketing qualified leads (MQLs) to sales qualified leads (SQL) – and some simple definitions for these terms
•Account Based Marketing (ABM) and Sales – targeting large accounts for broadening and deepening your relationship
•Sales Pipeline and Process Design – design a process flow that your team can actually use without creating more friction in the selling cycle
•Quoting and Configure-Price-Quote – delivering higher quality quotes to your customers no matter how simple or complex your product is; and secrets for differentiating tactical sales from strategic sales
•Approvals and E-Signatures – expediting internal and external approvals to keep your team focused on selling
•Activity Planning, Tracking and Sales Cadencing – understanding the importance of activity management, and how playbooks, sales cadencing tools and AI can all play a role in improving activity adoption
•Sales Meetings and Team Engagement – using Dynamics 365 to run your sales meetings, and techniques for getting the whole team engaged in continuous improvement
