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.
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.
“What gets measured, gets managed.” – Peter Drucker In this session we will dive into how to setup dashboards that can actually be used to improve results. You’ll learn about the 5 categories of dashboards, a process for designing dashboards, 3 of the frustrating limits of CRM dashboards and how to work around them. You’ll also learn the top 10 best-practice metrics for sales reps, customer care, marketing, managers and executives – and a visualization of how they should look in CRM dashboards.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
Additional credit management functionality has been added to Dynamics 365 to enhance your ability to better track credit limits for customers, block sales orders from credit risk customers, and automatically release sales orders from credit holds. In this session, we’ll demonstrate how a customer’s environment was configured to maximize the use of this new feature. We will demonstrate multiple ways in how the credit management functionality better served the customer’s business.
This session is geared to users with a beginner to intermediate-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
In this session, we will through implementation journey of customer who retained their POS investments and using power of Dynamics 365 F&O for Finance, Purchasing, and demand planning operations. Many retailers have investments made in POS systems over the years with many proprietary investments. You don’t have to throw them away if you want to utilize the power of Dynamics 365 Finance and operations. The Dynamics 365 platform is built with rich integration capabilities and can support a strong backend to your POS. While Dynamics 365 has rich retail/commerce functionality, application was architected to support taking a supporting use case and adapting the platform in an agile method.
By end of this session, you will understand:
-Key integrations
-Designing a functional architecture and keeping it simple
-Rich Integration Toolbox with Dynamics and use cases
-Validation and testing strategy
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 post event.
The migration team continues to build more value and efficiency in the migration tools for Dynamics 365 Business Central. Learn about the latest enhancements added to the migration tool with the 2020 release wave 2 that enables a Dynamics GP customer to migrate even more data to Business Central online.
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
Microsoft Dynamics SL continues to be a solid solution for our customers. For those customers who look to move to the cloud, Microsoft Dynamics 365 Business Central is the best option. But how do you get there?
Attend this session to learn about the SL Migration tools built to upgrade an SL customer to D365 BC. In addition, SL features are being added to D365 BC for the SL Customer base called the SL Overlay. Attend this session to hear what is available now in the SL Overlay and what is on the roadmap.
Upon competition of this session, participants will be able to describe the:
SL Migration tool
SL Overlay features
Roadmap for these features
Level: Intermediate
Calling all Dynamics 365 specialists, Power App makers and citizen developers!
This practical, hands-on Power Apps Portal In a Day class will equip you to extend Common Data Service (CDS) based Power Apps (including Dynamics 365 apps) to external stakeholders and guide you to build a working portal application.
Agenda
1. Class Introduction Overview
•Meet the Power Platform
•Provision a Power Apps Portal
2. Power Apps Portals Overview
•Power Apps Portals Architecture
•Power Apps Portals Components
•Hands-on Lab 1 – Add Portal web pages and content
3. Power Apps Portals and the Common Data Service
•Power Apps Portals Common Data Service (Including Dynamics 365)
•Hands-on Lab 2 – Build a Power Apps Portal (Entity Lists and Entity Forms)
4. Power Apps Portals Authentication and Security
•Power Apps Portals Authentication and Security
•Hands-on Lab 3 – Configure Portal Authentication and Security
5. Power Apps Portals Advanced Customization using Liquid
•Advanced Customization Using Liquid
•Hands-on Lab 4 – Build a custom web template using Liquid
6. Advanced Power Apps Portals Topics
•Other Power Apps Portals Features
•Hands-on Lab 5 – Portal Branding and Styling
Prerequisites: You should be familiar with building model-driven Power Apps (Working with Entities, Forms, Views, Fields, Workflows, etc) or have experience with configuring Dynamics 365 for Customer Engagement.
Preparation: You do not need to be a developer or web designer but some basic familiarity with HTML, CSS and JavaScript would be beneficial. You will need to bring a internet capable Windows-based laptop for the labs.
Level: Intermediate to advanced
We all know there will be gaps in functionality between your customer’s requirements for manufacturing and what Business Central provides. But how do you bridge those gaps? We’ll discuss how to use extensions, both private and public (aka Apps), to provide the additional functionality you need. We’ll also cover how to leverage add-ons and embedded IP (private extensions) through a case study focused on meeting a company’s manufacturing requirements.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
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
Are you scared of Report Writer? Have you held back from using the Microsoft Word Forms? Join Amber Bell as she shows you tips on creating custom reports using Report Writer and how to move those changes into Microsoft Word Forms. You’ll see how she uses these tools to create customized Customer Statements.
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.
