PowerGP Online takes your Dynamics GP to the cloud – but it also provides you with a new arsenal of custom-built modules that enhance your GP experience. Learn about how to best use these complimentary, PowerGP Online exclusives to bring added ease and robust capabilities to your daily processes.
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.
How do you expand reporting when your GP SQL server is overloaded? Set up a new server…isnt that costly? What if it was less than $100/month? Don’t we need a SQL DBA? No, with Azure Data Factory it’s easy for a business analyst with intermediate SQL skills to copy tables, transform data, and build sophisticated workflows. Power Platform offers similar capabilities, but you might need a full database where you can build views and stored procedures.
In this session, we will walk you through the process of installing a gateway and programming all the logic from the Azure portal.
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.
There are so many new technologies that let the outside world interact with Dynamics GP. In this session we will explain what each of these technologies are and how they can make Dynamics GP so much more useful to your business. We start high level and then dig deeper into examples of how companies like yours are using these technologies. This session will help the novice to understand the technology but also have plenty of depth for those that are much more technical.
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.
We all know the Data Lake and Azure Synapse is on Microsoft’s road-map for D365FO. Join Azure Synapse and Data Lake experts to learn more about this exciting technology and how it can transform you business into a data-driven organization! Learn how the Canada Goose company is using these business intelligence tools enhance productivity in the company.
The content of this session is geared toward an audience with an intermediate-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
In this presentation I plan to show, what is FetchXML. Simply Created with Advanced Find, and more powerfully with XrmToolBox’s FetchXML Builder. I will compare the two, strengths and weaknesses, and demonstrate how to use them to get data out of Dynamics 365. So after we have created the FetchXML, I will demonstrate how to FetchXML in SSRS, C# code for Console Apps, and Liquid in Portal Pages.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
The average business has 7 different systems responsible for storing data, not just their ERP. We look at how you can use data warehousing to effectively manage your data across your complete technology stack, better enable system migrations, and future-proof your reporting. We also look at how you can leverage data warehouse automation to quickly manage and customize your BI project, as well as developing cubes to enable fast ad hoc reporting and powerful data visualizations.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
A collection of useful tips to help you work faster and more efficiently in Power BI. Topics include best practices and recommendations for improving the loading and modeling of data, leveraging parameters, creating date tables, time based calculations, measures vs. calculated columns, using report themes, bookmarks, and templates, ideas for faster creation of reports, and more.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
How much Data is too much? Are smartlists and reports running at a snail’s pace?
Let’s discuss Data clean up and Maintenance practices.
We’ll cover GP Utilities and Routines that can assist.
We’ll review GP data archiving options.
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.
Understanding how data from AP, AR, Inventory, Project, Sales Order, and Purchasing end up in the General Ledger is critical for reporting. Make the most of Quick Query and other tools by understanding where data originates.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
DataflexPro is data source for Dynamics CRM package of solutions and Business Central has different data source, but DataflexPro with BC can be used for integration with different D365 products.
Because of that we will introduce how you can use together DataflexPro (and solutions based on it) with BC and how to use it in two different directions. First, if you want to fetch tables from BC into DataflexPro, and the second if you want to use DataflexPro data in your BC making full integration. In both situations, you will be ready to make it with standard and custom tables/entities.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Key customization’s can significantly speed up data entry. Find out how simple it is to remove unneeded fields, remove tab stops, add commas in numbers, make fields required, add user fields, freeze panes in a grid, and more. No programming experience needed!
Level: Basic
Microsoft includes many data analytics and AI tools in D365, come learn how to leverage them to better utilize your sales resources and drive revenue.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Postman is a tool often used to interact with RESTful services (such as OData) in scenarios that involve the development and testing of application programming interfaces (APIs). In this session, you will learn how to analyze the data entities and OData that need to be exposed; how to test the response of a service; and how to determine the determine the exceptions and errors.
The content of this session is geared toward an audience with intermediate to advanced-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
You’ll see the steps and in-depth detail of the tasks required to use CDS to bring data elements back and forth between D365FO and CE. We will also discuss some of the business outcomes that a customer will want to achieve in doing so. Join this session to learn about the different ways to integrate data and Microsoft’s newest framework Dual-Write. Participants will learn:
1. Microsoft’s Roadmap for Dynamics 365 Integration
2. How to set up and configure Dual-Write
3. Understanding of available tools to integrate Dynamics 365 data
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.
Get hands-on experience creating dashboards for measuring Supply Chain KPIs. Choose from 3 exercises using BC and Power BI to Create: 1) Dashboard with Vendor KPIs for on-time delivery, lead times, and number of back orders; 2) Inventory dashboard with inventory KPIs for evaluating ABC class for new items, fast moving items and bin location, number of times counted, and adjustments; or a 3) Warehouse operations dashboard with KPIs such as number of picks and putaways by user, number of cycle counts by user, number of on-time and late shipments.
Accompanies the How2 session of the same name.
Level: Intermediate
This session will highlight a real-world use case of a client’s evolution in their data journey from original system implementation to actual dashboards and reporting. The session will concentrate on lessons learned, potential pitfalls and will showcase the final result: An actionable Power BI workspace that provides analytics for the enterprise!
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.
Join us as we explore how to automate the entire data conversions lifecycle to Dynamics 365 Finance and Operations. This session will include a discussion of processes, tools, challenges, and benefits. We will then dive-in to see it in action.
The content of this session is geared toward an audience with intermediate to advanced-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
Customer-centricity is now a de facto business imperative and improving the overall customer experience is a top priority. But delivering connected experiences is often challenging given the systems and data are often siloed in ways that mirror organizational structures. Join this session to learn how Dynamics 365 Customer Insights, Microsoft’s customer data platform, can enable your organization to gain a 360-degree view of your customers across channels and drive proactive business processes. Extend the solution using Azure Synapse Analytics to combine customer data with financial, operational, and unstructured IoT data to build custom machine learning models and gain AI-driven insights.
