The #1 CPQ solution for Microsoft Dynamics CRM. Since 2005, our goal has been to provide the absolute best CPQ experience for Dynamics CRM users by delivering a CPQ solution specifically tuned for Dynamics CRM. Hundreds of customers, thousands of users, the Dynamics partner community and Microsoft all agree: Experlogix is the finest CPQ software for Dynamics CRM.
By spanning both IaaS and SaaS layers of the cloud, Larry Ellison feels Oracle will offer unique value to business customers.
If Google’s founders have a secret list of “best hires we’ve ever made,” I would bet Google Cloud CEO Thomas Kurian is near or at the top.
Surging growth and massive potential have spurred Alphabet to break out the financial results of Google Cloud in a separate reporting segment.
Today’s customers have high expectations for immediate shipments, and the accuracy and efficiency of your internal processes are key to meeting these expectations. Come explore how Lanham’s approach to fulfilling and shipping orders will keep you competitive. Whether you ship from sales orders or a warehouse management system, we have great options for you—and some of the lowest prices around for shipping in the cloud.
Join this session to learn the tips & best Practices in Order Management. During this session we will cover the following:
•Convert Quotes to Sales Orders
•Order Types
•Customer Service Assistant Functionality
•Order Management Processing
•Order Management Wildcards
•Controlling the Process Manager This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Dynamics BC/NAV is fully embedded in Office 365, which means your ERP processes can now be performed directly in Office, where you are already doing your work. In this session we’ll show how you can now manage business interactions in Outlook, synchronize records between BC and Outlook, use Microsoft Teams to call your Dynamics contacts, share customer notes between BCand OneNote, and work with your financial data in Excel.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
Blue Moon’s Electronic Payment Suite has been automating payment processing from customers for years, and now adds streamlined payment processing to vendors. We are now starting to offer this functionality to Microsoft 365 Business Central customers too! Our Electronic Payment Processing gives you an efficient, embedded credit card capability that is fully integrated for sales transactions entered directly in Dynamics 365 Business Central or integrated from external system, and we will be demoing the product in both Dynamics GP and Dynamics 365 BC.
One of the greatest challenges to achieving success with CRM is getting user adoption. Users have become accustomed to using consumer style digital assistants like Siri and Alexa and are looking for that same simplicity in how they use Dynamics to access and update customer information. In this session we provide an overview of the technical concepts behind conversational digital assistants. We will show examples of how Azure Cognitive Services for Language Understanding (LUIS) and the Microsoft Bot Framework are integrated with Dynamics to provide an engaging user experience.
The content of this session is geared toward an audience with advanced-level knowledge of the subject area.
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.
Microsoft’s Power BI dashboard and reporting solution provides a way to gain insight into your Dynamics SL and other data. The Microsoft Dynamics SL team has built Power BI Dashboards for Project, Customers and Vendor information that are a great starting point. Attend this session to see what is available today and how you can start taking advantage of these solutions at your company today.
Upon completion of this session, participants will be able to describe the Power BI dashboards that are available.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Explore how to adopt the Power Platform at scale across a large organization, and discuss how administrators, architects, and program/project managers can govern, manage, and operate the Power Platform in service to their business-focused customers.
The discussion will include an overview of the current state of the platform, and dive into several of the tools and techniques used to manage and govern the platform, including the Power Platform Adoption Framework and the Center of Excellence (CoE) model.
Session Level: Intermediate
The new Microsoft Power Virtual Agent gives you the tools you need to easily create and maintain intelligent chatbots.
Join Daniel Christian, a Microsoft MVP as he introduces you to what Power Virtual Agent or PVA has to offer.
In this session Daniel will go through how to build your very own chatbot that enables you to engage conversationally with your customers and employees without using a single line of code.
Session Level: Basic
With the introdcution of PowerApps Portals, which is the successor of Dynamics 365 Portals, it is important to understand the defintion of the new portal solution, its capabilities and benefits for offering external customer-facing experience. PowerApps Portal compliments an existing Dynamics 365 instance. Customers and partners can build low-code, responsive websites, which allow external users to interact with data in the Common Data Service (CDS), the underlying data platform for both Dynamics 365 and PowerApps.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
This session will focus on the new feature of Wave Label printing in D365FO and the ability to print both Case and Pallet level SSCC compliant labels from the system. In this session we will review the setup needed for printing and then demonstrate the ability to print different labels for different customers.
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.
Every project requires data movement in and out of Dynamics 365 Finance and Operations apps. The keys are using bulk imports and effectively keeping a track of multiple moving parts. This session will address:
1. How to import data in bulk with multi-threading for general journal lines
2. How to keep original load and delta loads in sync
3. How to import customers quickly without spending hours to process load
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.
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)
Do you think this session is not applicable to you because you may not be using Dynamics 365 Commerce? Great news! You can start leveraging the power of Microsoft to start identifying areas of revenue loss without any pre-requisites Dynamics 365 projects! Dynamics 365 Fraud Protection is one of the newest offerings in the Dynamics 365 family and focuses on increasing the online and instore revenues for retailers and wholesalers by providing actional insights and optimizations using the power of AI and ML.
In this session we discuss the purchase protection, account protection, and loss prevention capabilities of the software and how they relate to business processes and customer experiences. After discussing capabilities we’ll discuss how you can take next steps in evaluating the solutions for your organization and what would be involved in that assessment.
Come and join the Microsoft Fraud Protection product team, a Microsoft Global Black Belt for D365 for Commerce, and a Microsoft MVP in D365 for Commerce to learn more and help answer your questions and provide insights. For specific questions you would like to have discussed in the session, please submit them here: https://forms.office.com/Pages/ResponsePage.aspx?id=vBkjbhG_ikiYD5ihUwqy1cwGHWvSbyRInK_XR0SeKDxUME5DRlI0TTVFODY4UUtEQlhaS0ExNjJWVS4u
To learn more, read about fraud protection here: https://dynamics.microsoft.com/en-us/ai/fraud-protection/
Now you can have your cake and eat it too. By leveraging dual-write functionality within CDS, We can now leverage the maintenance plan portion of F&O combined with Field Service to manage the entire work order lifecycle all without having to implement the entire Finance and Supply Chain Management solution. By doing this, customers are now able to use the robust maintenance plan functionality that’s in Dynamics 365 Supply Chain, combined with the world-class capabilities of Dynamics 365 Field Service. By combining dual-write, Field Service, and the Asset Management module, we can provide a stronger, more comprehensive asset management solution within CDS. So Dynamics users can now get a solution that can perform very complex maintenance scenarios, but also be more agile and easily configured. It’s a bit like having your cake and eating it too.
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
