Learn about successes and struggles, and gain advice about your data migration process.
Search Results: data management (1841)
In other posts, I talk about the effect of where you create D365FO security (AOT vs user interface) has on…
If your IT infrastructure is configured the right way, you should have access to your business systems and data at all times, with no interruption. Clients First offers the most reliable and highly available storage, networking, and cloud computing solutions for your entire business technology stack. Get a free assessment of your existing infrastructure with a certified, senior IT expert today.
Presented by: @DeNisha Malone
Got lots of data, but not sure of what to do with it? This session will walk you through the best steps to get the most insightful story from your dataset. Demo will be using free data from a variety of data sources; we will transform the data into a story that will either raise additional questions or solve an existing issue. Bonus – get best practices on report development and query editing.#CustomerEngagement#UnifiedOperations#BIandReporting#CustomerInsights#CustomerService#ProjectManagement#Beginner
BKD’s CPM advisors offer experience to guide your company with selecting and using CPM solutions. These may be simple and include your current software or may involve adding a solution. BKD works with Solver Global to offer a suite of functionality, available for both cloud and on-premise, our clients have been using for years. It provides reporting, budgeting, and forecasting in addition to data warehouse. BKD provides services to implement Solver, train users, and develop templates.
Overcome inefficiencies and effectively manage and track your digital documents wherever they are. Manage data better with an effective and holistic management solution that works with you every step of the way.
Redefine your paperless experience with Datahaven 365 for Business Central. Our patented virtual folder structure and programmatic file naming ensure information is stored consistently and accessible to all appropriate users from the application of their choice. Datahaven 365 offers solutions for Drag and Drop, scanning, OCR, and workflow that automate any document process and our integration with CRM, Outlook and Teams will help maximize the ROI of your Dynamics investment.
Redefine your paperless experience with Datahaven 365 for F&O. Our patented virtual folder structure and programmatic file naming ensure information is stored consistently and accessible to all appropriate users from the application of their choice. Datahaven 365 offers solutions for Drag and Drop, scanning, OCR, and workflow that automate any document process and our integration with CRM, Outlook and Teams will help maximize the ROI of your Dynamics investment.
Data scientists and IT are often at odds with each other. However, that doesn’t always have to be the case. With key plans in place and a strategic set of goals and KPIs, these teams can work in better harmony.
The cloud database market is being upended by a new breed of providers, led by Snowflake but there are many others.
Gorilla Glue implements FASCOR WMS to streamline their processes to allow focus on their business strategy and growth
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!
Oracle claims that its Autonomous Data Warehouse has three significant advantages over category-king Amazon and shiny new object Snowflake.
A Microsoft MVP will show several ways the Dynamics 365 for Finance and Operations Excel integration can be leveraged to drastically improve the employee experience at your company. From data cleansing, to centralized template management, to process optimization, see how this incredibly valuable integration can be leveraged in ways you may be surprised by!
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.
This session is focused on the best practices for data migration and upgrade from Dynamics AX 2012 to Dynamics 365 Finance & Supply Chain. With data migration and upgrade projects, the best practice methodology followed is to execute these upgrades in a prescribed manner to limit risk and costs. We’ll review leveraging the available tools as templates, DMF Data Management Framework and RSAT regression testing. Their usage depends on the client’s needs for the migration and upgrade.
Project leads, Technical leads, Architects, Developers, Database specialist will learn from a best practice and proven approach to executing a data migration and upgrade in three phases; Analyze, Execute and Validate. This includes analyzing the data and code upgrade, setting up Azure LCS, performing the upgrade to plan and validation of the upgrade before cut over to production.
This session will be available for CPE credits pending completion of session survey post event.
Data visualization through tools like PowerBI is now critical. You need to see how your business is running, and understand the dials to move for best performance. Dashboards are only as good as the data behind them. In this session, we’ll show you how you can mistakenly create what appears to be a useful dashboard in Excel or PowerBI, but isn’t relevant due to poor data management. We will then walk you through best practices and tools for effective data organization and governance processes, so you can ensure you will walk away with accurate dashboards that will drive stellar results.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
Configuring a Dynamics 365 Finance and Operations system requires settings on hundreds of forms. In this session, we look at how you can use data management to streamline the setup of a new system with spreadsheets. Once you have these spreadsheets, they can be used to guide you through the setup in an orderly fashion.
This type of configuration is not without challenges, including the format of the data, number of spreadsheets required, the order to run the sheets. Laura has been fully configuring systems since AX2012 with spreadsheets for 7 years and will walk you through the challenges and ways to overcome them.
Do you have multiple companies? Should you use copy company or some other methodology? Let’s look at the pros and cons of copy company vs. rerunning the same spreadsheets into the new company (ies).
Once you’ve configured you have to migrate data. Some of the challenges with data migration are similar but there are also unique challenges as well. Next we talk about the differences between configuration and data migration and how you use the data management framework differently for data migration. Customers and vendors have some real challenges to be able to load this data and then update it if addresses or other information changes. There are some techniques that can be used to guarantee updates are possible without having to look up record ids, party numbers, or address/location ids.
Learning Objectives:
•Understand the challenges with loading many data entities at once and ways to overcome those challenges
•Using Excel to help build the data to be loaded
•Knowing what to migrate from legacy systems and key data entities that will be required
•Steps to validate data
•What to do when you make a mistake and all that bad data is in your system
Audience: Functional and Technical staff responsible for configuring D365 Finance and Operations and loading data from other systems
Level: Intermediate
Prerequisite: Basic knowledge of data management framework required
Preparation: Please bring your own internet capable Windows PC to class for the hands on lab portion/class exercises.
This session is ideal for accountants who are responsible for creating and generating financial reports for their organization but have little training with Management Reporter for Dynamics GP and SL. Learn the basics of report building blocks and leave with the know-how to create four key financial statements within Manager Reporter: Trial Balance, Income Statement, and Balance Sheet. Discover the power and flexibility of reporting trees and get the skill you need to present useful data to your executive team.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Looking to step your game with Management Reporter for Dynamics GP and SL? This session will show you how to create three complex reports: a Consolidated Income Statement, A Dynamic 12-Month Income Statement and a Cash Flow Statement. Plus, learn how to use non-financial data (or KPIs) to present data to your executive team.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
Management Reporter has many built-in features that can help you build great financial statements. In this session, learn how to automatically add new accounts and descriptions to Row Definitions, create new Reporting Trees, add additional text from reporting units, sort data, renumber row codes and more.
This session is geared for an audience with a basic skill set.
This session will be available for CPE credits pending completion of session survey post event.