Search Results: supply chain (1308)

In this session we are going to give a quick overview on connecting to data in D365FO with Power BI and closing major reporting gaps. We will be spending most of our session looking at a simple deployment trick that allows us to create one data set and multiple reports.

Deliverable: Session Attendees will be provided with:

     • Power Point documentation on deployment and steps.

     • Project Accounting Power BI Example – We will give you the datasets and report files we use in this session. These examples can be deployed in users own environments as a starting point.

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.

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.

Join us for this how-to session, where user member Glenroy, a packaging distributor, shares how the company approached its D365FO implementation. We discuss the implementation plan, as well as share  best practices and lessons learned in a company that has  complex supply chain processes.

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.

D365FO’s most important setup is accounting’s Inventory posting profiles. We will review the input and output of the setup and give some examples of how a bad setup can have long lasting financial effects. There is an absolute wrong and right way to do this! We will also provide attendees with a cheat sheet to insure success.

Deliverable: Session Attendees will be provided with…

     • Power Point documentation on setup and troubleshooting.

     • Master Cheat Sheet – This guarantees perfect setup and gives you a template for success.

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.

Join the AXUG-D365 Finance/Supply Chain Mgt Community as we gather virtually here at Community Summit North America! We’ll kick off your Summit experience, learn who has won this year’s All-Star Awards, and hear from Local User Group leaders about their adventures in this  year of meeting virtually.

Every project requires data movement in and out of Dynamics 365 Finance and Operations apps. The keys are using bulk imports and effectively keeping a track of multiple moving parts. This session will address:

1.     How to import data in bulk with multi-threading for general journal lines

2.     How to keep original load and delta loads in sync

3.     How to import customers quickly without spending hours to process load

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.

Trying to understand, analyze, and reduce user licensing costs in Dynamics 365 for Finance and Operations (D365FO) can be a confusing process. If the new licensing model has you confused, or if you are worried about being compliant when your renewal occurs, join us for an overview of how to navigate through the process, and potentially reduce your licensing costs in the process.

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.

Join us as we look at some tips and tricks of designing/configuring security in D365FO and what you should be aware of when updating security. Topics covered will include:

•     Impact of changing security via UI vs AOT

•     Tools to help moving security between environments

•     How to be able to have a role test workspace

•     View object and licenses for all roles

•     Setup and configure least privilege

•     Impact of security changes on user licensing

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.

See an end-to-end supply chain solution from NSM that uses a combination of CE, Power Apps andD365FO to provide mobility solutions for their customers.   From ordering to distribution, the process seamlessly integrates every part of the key business functions.  At NSM (National Seating and Mobility), the company honors its clients’ journeys toward independence, and helps them get where they deserve to go; at home, in their community, and throughout their lives. Let’s get moving.

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.

There is nothing more frustrating than experiencing issues mid-migration from AX 2009/2012 to D365FO. In this session, you will learn how to pivot your migration and rejuvenate the implementation while maintaining the project timeline and reducing the budget. Hear directly from Dynamics user, Organogenesis, on how they dealt with issues during migration and successfully finished their project on time and on budget.

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.

Come learn how the James M. Pleasant Company (JMP) improved its CE quoting process with an integration to sales orders in Finance and Operations.  JMP leaders will show their solution using  Power Automate (Flow) to send  quotes from CE to Sales Orders in D365FO. The solution allowed the company to standardize its packaging options – live data pulling from one source! If time permits, we will showcase a few other ways JMP is using the Power Platform.

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.

Do you want to drive value and deliver results for all of your technology initiatives?  Join AXIA Consulting’s Greg Pitstick to learn how to quickly identify the areas of your business that can be changed to deliver bottom-line results such as reduced inventory, increased on time delivery, reduced costs and increased margin.  During the informative session we will show you:

•     How to identify the real opportunities to generate bottom-line value from your Microsoft ERP implementation

•     How to achieve the results using your existing Finance & Supply Chain implementation or with a new implementation.

•     Pitfalls and traps other companies encountered when trying to achieve improvements

•      A reusable framework you can use to identify, quantify and deliver results

•     Real-world examples and results!

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.

This demonstration will provide key concepts of Logic Apps for integration requirements, and how they work with Dynamics 365 Finance/Supply Chain.

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.

Now, more than ever, you need efficient processes to get packages delivered to your customers’ docks and doorsteps. In this session, you’ll learn about how the Blue Horseshoe Supply Chain Cloud works with D365 to help you: 

•Use D365 data to connect directly with top parcel carriers like USPS, UPS, and FedEx to get accurate shipping estimates, generate carrier compliant labels, and more. 
•Manage asset movement and freight handling across your logistic network including equipment, drivers, dispatch, and settlement.
•Optimize routes, save fuel, and increase driver efficiency. 
You’ll also learn how D365 and Supply Chain Cloud helps you build a digital supply chain while giving you a control tower view of your warehouse and logistics operations.

Upgrade and implementation considerations can be particularly daunting for organizations with fewer than 150 users. We’ll look at all the considerations for upgrade or re-implementation including cost, hassles, customizations and code base moves from the perspective of the small organization. We’ll answer the following questions:

•    How will be the environments on the cloud/Azure or on premise? How many environment will we need?

•    What are the advantages/disadvantages in doing fresh implementation/s upgrade? 

•    How to handle the code base and data migration?

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.

Your organization’s success is increasingly reliant upon the organizations that make up your supply chain. You may be utilizing multiple solutions from different companies, and trying to figure out the optimum way to have them all work together. TrueCommerce is the most complete way to connect your business across the supply chain – integrating everything from EDI… to digital storefronts and marketplaces.  Please join this session to learn how your business can grow to the next level of profitability and cost savings by leveraging TrueCommerce. 

Topics will include Dynamics 365 integration for: 

o    EDI for Customers, Vendors/Suppliers and 3PL Warehouses

o    Storefronts

o    Marketplaces

This session is for developers who would like to discover new ways to build reports that are even more useful to the business. Learn how to develop advanced SSRS reports using precision design in Microsoft Visual Studio. See the importance of Controller, Contract, UI Builder and Data Provider and hear us explain how to call multiple reports and develop complex report designs.

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.

Are you in the government contracting industry? If so, you’ll want to join this session where a D365 user addresses how her company set up D365 to automatically handle required rate calculations, incurred cost submissions, work breakdown structures, unallowable costs, and audit response. It’s a can’t miss!

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 targeted, hands-on, deep dive Academy training session will deepen your understanding of the Dynamics 365 Supply Chain Management module. We’ll cover all of the foundational setup, configuration and parameters necessary for warehousing. 

We will build configurations to run your warehouse on D365 SCM but many of the concepts reviewed in this course will also apply to the WHS Module in Dynamics AX 2012 R3.

Learning Objectives

Following completion of this course you will be able to:

•Configure your warehouse setup for locations and zones
•Manage loads, shipments, waves, and work fundamentals
•Build efficient sales order and transfer order processes
•Leverage both system directed and user-initiated picking processes
•Review and manage replenishment set-up options
•Direct containerization and packing
•Validate staging and loading processes
•Oversee cycle counting
•Manage your inventory
Level: Intermediate

Preparation: Please bring an internet capable Windows laptop for hands-on labs and exercises.