Search Results: customer solutions (1759)

One of the most critical features of Dynamics 365 and the Power Platform is its intuitive, yet powerful, security model.  In this presentation, we will dive into the “basics” of setting up security for your organization and then spend some time discussing best practices and some maintenance considerations.  The content of this session is geared toward an audience with basic to intermediate-level knowledge of Dynamics 365 Customer Engagement

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

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.

Learn how to power up your Field Service implementation with Power Automate!  Shawn Tabor & Joel Lindstrom will show you how Power Automate has helped their Field Service customers, and other tips and tricks! Flow, Flow Approvals and UI Flows will be demonstrated.

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

Do your salespeople need data from multiple systems to do their jobs? Do they ask you to gather reports so they can print them and take them to a customer meeting? Is your data siloed in disparate systems? In this session we will discuss how to give your CRM users a self-service reporting experience.

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

If you haven’t been paying attention to PowerApps and the Power Platform lately you are missing a massive shift in the world of Dynamics 365 Customer Engagement.

As far as I’m concerned, Dynamics 365 Customer Engagement consulting, implementations, architecture, and approach – the entire CRM game – has changed forever; and we can’t wait to tell you what’s happening.

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

David Allison, CPQ Product Owner for Cincom, will share insights into the problems that CPQ Buyers face, a few issues that no one is currently addressing, and how CPQSync may offer solutions and insights for Partners and Customers of Dynamics365CE.

In this session learn how to design and deploy external-facing enterprise portal solutions using Power Apps Portals, Azure, and Microsoft 365. 

See how organizations are creating a secure framework for customers, partners, and employees to access Microsoft 365 content today. 

Learn patterns for extending your existing Microsoft 365 and Azure apps and data with secure portals, anonymous portals, or a hybrid approach.

Session Level: Advanced

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

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

In this fun session we will take a look at the various solutions we implemented for Dunder Mifflin from a fun dashboard that allows Pam Beasley to track Michael Scott’s naps throughout the day to a Customer Service Desk for Dwight Schrute to complain against Jim Halpert’s pranks. Join us for a fun session on how implementing Dynamics 365 at Dunder Mifflin improved productivity. Kind of.

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

Wondering how the Internet of Things can play a role in your production management and control. This session walks through the new IoT intelligence scenarios, the moving parts needed to make it work and how they can help production supervisors be more responsive to events that impact production efficiency and ultimately customer service.

This comprehensive hands-on course covers  the theory, practice, implementation, and common errors regarding Master Planning and Production Scheduling. It will be valuable to users of AX 2009, AX2012 and D365.

Together we’ll dive into the Master Planning Module, where you’ll learn how to make the correct decisions regarding the set up and use  of different planning functionality, and understand how to apply them to your business processes. You’ll walk away with the ability to better plan purchase, production and transfer orders more reliably, optimize your production flow and provide on-time delivery to your customers. 

We’ll review in detail:

•Master Planning theory
•Setup best practices and typical mistakes made
•Integration of item coverage settings in the planning processing
•The importance of BOM and inventory accuracy
•Use of effective lead times
•Compare and contrast AX2012 and D365 Master Planning modules
•As time permits, production execution best practices, and production scheduling and capacity planning
Any questions regarding these areas will be encouraged. 

Learning Objectives

Following completion of this course you will be able to:

•Describe the theory and drivers behind Master Planning.
•Compare the options, effects, issues, and solutions regarding setup of Master Planning and Production Scheduling in AX.
•Define the differences and similarities between planning in AX2012 and Dynamics 365.
Audience: Manufacturing, Planning

Preparation: Please bring your own internet capable Windows PC to class for the hands on lab portion/class exercises.

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.

If you’re a Microsoft Dynamics user, a whole new world of cost savings and customer satisfaction has just opened up to you. Available through Microsoft AppSource, BluJay Gateway for D365 is a Microsoft Certified Dynamics 365 Finance and Operations Module that provides secure, real time and easy to manage integrations between BluJay’s transportation and global trade solutions and Microsoft Dynamics.

Learning Objectives: 

•Designed for D365FO users 
•Fully integrated with Microsoft Dynamics 365 Finance and Operations
•Superior cost management & automated workflows
•Frictionless Trade Compliance and enhanced customer service
•Enhanced Parcel and TMS Solutions

Our Transportation Management solution is an all-inclusive transportation hub focused on simplifying, optimizing, and providing visibility to all transportation activities regardless of mode or geography. With one platform and workflow for transportation planning, execution, settlement, and procurement, Transportation Management delivers increased efficiency and reduced spend.

Learning Objectives: 

•Centralize control of the entire transportation process
•Provides visibility across the entire Global Transportation Network (GTN)
•Quicker ROI with self-funded tool; typical payback within 6-9 months
•Agile, scalable platform adapts and grows with your business
•Delivers better customer service, with flexibility to respond to changing demands

There is growing interest by Dynamics GP customers in Business Central.  This session is a side by side review of the differences, strengths and weaknesses of Business Central manufacturing and supply chain compared with the out of the box Dynamics GP manufacturing functionality.  The session will flip back and forth between Dynamics GP features and Business Central matching features.  Features in Dynamics GP that are not implemented in Business Central will be discussed, including solutions that the presenter(s) have seen in the field.

Best Practices for a migration from a GP manufacturing implementation to Business Central will be discussed. 

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

Level: Intermediate

Join Shawn as he walks through the steps Contoso Electronics completed to take their on site engineer service to the next level by working together with their existing Customer Service solution. Learn how to integrate remote assist and connected service solutions together with existing case management, reducing the need for costly on-site engineers to only essential trips and overall, improving customer satisfaction.

This session is part of an integrated solution with Dynamics 365 for Customer Service, Marketing, Customer Insights and Power Platform. It showcases how the individual solutions work together and support the customer journey from start to finish.

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

Does the document management system you’re using (or considering) come up short as transaction volumes increase and workflows become more complex? 

Are you constantly switching among ERP, CRM, and other systems looking for documents, email, and other electronic files? 

Have you ever screamed WTF (where’s the file…or email) in frustration?

Join the Datahaven team as we highlight how Datahaven 365 and its advanced scanning, OCR, and workflow approval solutions streamline paperless processes for:

•AP automation
•procure-to-pay and
•quote-to-cash
And these are just some of the solutions we offer. 

With its patented virtual folder structure, Datahaven 365 is the only embedded document management solution available across a full range of Microsoft applications and platforms, including 

•Finance & Operations
•Customer Engagement
•Business Central
•Power Apps
•Outlook and 
•Teams
By attending our session, we will automatically register you for our Summitland giveaway, a $250 Amazon gift card!

Anthony Brooks-Williams and I discuss how HVR takes hybrid cloud to the next level, providing data-replication and data-integration solutions.