Search Results: customer (4832)

Manage your projects using Dev Ops (formerly VSTS). DevOps gives your users, managers, SME’s, and customers the ability to collaborate based on the project plan and business processes. We will show you how DevOps is used in a project and customized to the industry by using industry specific Business Process Models and capturing all backlog items under the BPM. Defining dashboards and queries for different models such as the operating model, integration model and data model allows the team to quickly focus on the current project state and key activities.

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

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

Power Apps are a game changer for your company.  Power Apps let you provide Dynamics SL information to the people who need it when and where they need it.  For example, provide salespeople in the field access to their customer order history and inventory on hand on their phone.   Think of a task and you can create a Power App for that and you don’t need a PHD in computer science to build it. The cloud makes it possible to share your creations with co-workers on any device. Attend this session to see which Power Apps are available today in SL 2018 and learn the basics of how to start a new Power App.

Learning Objectives:

Upon completion of this session, participants will be able to:

•    Describe the Dynamics SL Power Apps solution.

•    Describe where to get the SL Power Apps solution.

•    Understand the basics of how to create a new Power solution.

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

Level: Intermediate

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.

This session will help you understand the difference and advantages of the Dynamics 365 Customer Engagement Insights offerings: Sales Insights, Customer Insights, and Customer Service Insights.

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

As marketers and sales teams increasingly use Dynamics 365CE & CRM data to make decisions about strategy, marketing spend, and the customer journey, the fields and processes we add to our forms can have a tremendous impact on our success. In this session, marketing and sales users of Dynamics 365CE will learn how to think through required fields, custom fields, option sets, workflows, and more to capture the data they need to inform a successful sales and marketing strategy.

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

Automating legacy or manual processes and ensuring efficiency from order-to-cash is essential for business growth and scalability. Join Bob Stark and Jon Cooper from Versapay as they preview ChargeLogic, Versapay’s payments, invoice, and AR automation solution to accelerate receivables, reduce costs, and simplify your customer engagements.

Staying connected to customers is more important than ever before. Engaging customers the way they want means empowering organizations to act on insights across the entire journey, build life-long relationships, and create trustworthy selling and service experiences that are consistent, personalized, and always-on. This session will cover key Dynamics 365 product announcements and the partner opportunity to help companies create meaningful customer experiences in a rapidly changing environment.

Staying connected to customers is more important than ever before. Engaging customers the way they want means empowering organizations to act on insights across the entire journey, build life-long relationships, and create trustworthy selling and service experiences that are consistent, personalized, and always-on. This session will cover key Dynamics 365 product announcements and the partner opportunity to help companies create meaningful customer experiences in a rapidly changing environment.

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.

Do you need more functionality related to your inventory items? Looking for more insights? Let’s review all the other elements available with items and using items throughout Dynamics NAV/Business Central. We’ll take a thorough review of vendor and customer pricing, units of measure, variants, cross references, attributes, and extended text, as just a few of the options that can add robustness to your system. 

As the economy slowly recovers and the new normal settles in, now is the time for finance leaders to strategically rethink the way they operate to help the business survive and thrive in turbulent times. Since Accounts Payable is the #1 most time-consuming function in finance today, automation and scaling are the key components of modernizing your organization to enable business success. Join us to learn how Tipalti can help Dynamics GP, Dynamics NAV, Dynamics 365 Business Central customers streamline and transform global payables operations, adding governance to regional entities, and automating tiresome processes that weigh you down.

Lot/Batch Management is critical to any process-related industry.  This session will provide you with tips and tricks that you  need to track your batches in D365 using Batch Attributes (Both Product and Customer-specific), Batch Inheritance, Batch Merge and Item Tracing.  Using this powerful tool in D365 can help you prepare for product recalls and compliance audits.

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.

Your customers need a Warehousing solution. You are rolling out Dynamics 365 Business Central but not sure what it does or can do. Come to this session to see what Basic Warehousing offers and discuss next steps to Advanced. We will also round out the discussion with Warehousing ISV Add-on’s. 

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

Level: Basic

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

In this session, we will discuss the successful implementation of D365FO from a customer as well as a partner perspective.  We will discuss what went right as well as what went wrong from both perspectives, including functional and technical scope considerations, technical requirements and needs for the client based on scope decisions, impact to non-D365FO enterprise data assets, how this implementation fits into the company’s long-term plan.  This session will start from proposal and partner selection and go through current state.

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

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

Do you wish you could shop multiple carrier rates and manage all parcel shipping without leaving Dynamics 365? Want to get customers the cheapest rates and the fastest delivery times in seconds? Hyland’s Standard Homeopathic Director of IT, Steve Hey, shares results from Hyland’s implementation of a real-time, integrated shipping solution inside Dynamics 365. Learn about the company’s journey and the business impact of faster, easier, unified shipping.

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.

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.

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.

AR Automation does not have to be complicated… Make it easy on your business to make it easy for customers to pay you! Join Meredith Mitchell from Versapay who will showcase ChargeLogic, Versapay’s payments, invoice, and AR automation solution, integrated with Dynamics 365 Business Central.