Search Results: data management (1765)

NAV-X fills the gap in functionality commonly required by distribution and manufacturing businesses, but unavailable in native Business Central or NAV. With advanced workflow, integrated credit card processing, commissions and royalties, data history management, and advanced search applications, NAV-X is a one-stop place for the productivity tools you need to maximize resources, stay efficient, and remain competitive.

“The reason for employee engagement is the passionate pursuit of a better customer experience.” The innovation engine behind next generation customer experiences is engaged employees. Being people-centric isn’t a new concept, but digital workplace tools that can make it a reality have advanced significantly in recent years. In this session, best-selling author Geoff Ables shares what a people-centric organization looks like, with case studies highlighting how big data, analytics, employee engagement, processes, change management, user adoption, and culture have to align, and proven organizational disciplines that result in better customer and employee engagement. You’ll leave inspired, informed and full of ideas that will drive change – even transformation – in your organization. “If profit is the pulse of a company, then people are the heart.”

Altec is a leading provider of integrated document management and process automation solutions. Our DocLink solution helps companies connect people, processes and data providing them with the ability to store, search, retrieve and send any document securely. DocLink effectively eliminates the need for paper while automating processes that improve organizational efficiency and reduce costs associated with human errors.

Datahaven 365 provides Dynamics CRM users with a document management system that offers Drag and Drop, scanning, OCR, and workflow solutions that automate any inbound and outbound document process. Datahaven 365 also provides CRM users with cross-application visibility and navigation into ERP, Outlook, Teams, and other applications. See how Datahaven 365 can redefine your paperless experience with CRM, ERP, Teams, and Outlook integration!

The migration to the cloud is happening at a tremendous pace. Putting an adoption framework in place becomes a critical need for business in order to be successful. However, this is not a simple task and requires a team effort, risk mitigation, and governance policies.

Setting a target service level or fill rate is a strategic decision about inventory risk management. Choosing service levels can be difficult. Relevant factors include current service levels, replenishment lead times, cost constraints, the pain inflicted by shortages on you and your customers, and your competitive position. Target setting is often best approached as a collaboration among operations, sales and finance. Inventory optimization software is an essential tool in the process.

Microsoft Power Apps is a great option for businesses, as it’s a Low-Code Application Platform (LCAP) that makes it easy for professional and amateur developers to create apps. The average cost of developing an application is 74% less with Power Apps, as it’s an excellent way to save yourself a lot of time and money.

Users with various technical expertise levels can develop apps to focus on specific business functions, whether it’s related to IT, sales, finance, customer management, HR, etc.

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.

As you look to maximize ROI across your organization, now more than ever, the things that appeared “little” are more expensive than you realize; manual data entry, filing documents, and searching for files have real costs associated with them. Attend this interactive workshop session as we explore the steps, the industry data and benefits of centralized document management and invoice process automation. Learn real-world examples that you can analyze and easily convey, as you build the business case for AP automation and pave the way for its success!  

Leverage the power of SQL Server to create queries and reports from all of the data from GP.  This session will take a tour of Management Studio and walk through the basics of writing basic SQL queries and creating Views to be used in multiple locations in GP.  Topics will include using Management Studio, basic joins and functions, creating views, and using your views in Smartlist, Smartlist Builder, SQL Reporting Services, and any other reporting tool that you might use.

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.