Dynamics 365 CE / CRM

Welcome to the wonderful world of being a Dynamics 365 System Administrator! Now that you’ve gone live with your CRM system, let’s talk through all of the basics of what’s next as a System Administrator. This session will provide you with a solid high-level foundation to hit the ground running as a System Administrator beyond your go live. Topics will include working with solutions, modifying & creating system views, modify & creating fields, adding UI controls, working with forms and dashboards.

The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

Businesses are changing and the pressure to close out the books is an ever-present pressure on the finance team.  Add in the demands for reporting and accuracy, if not a wand, and the finance team have their hands full at period year.  In this presentation, we will review some best practices and some ideas with tips and tricks to help  finance professionals.

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.

In this case study, we will describe how a company in the glass industry captured IoT data for analysis in order to mitigate production quality issues.  The company needed a solution that would reduce their data acquisition and processing time so they could make in-process changes to the production line and reduce quality incidents.  We will highlight the strategy, approach and delivery of a system built with Azure tools that increases response to quality issues by more than 70 percent!

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.

When sales tax isn’t applied to a purchase, you could still be on the hook for use tax.

Your business makes a purchase and you notice the seller doesn’t collect sales tax. So, it must be tax free, right? Wrong. Consumer use tax may still apply, and if you’re not actively tracking use tax obligations, you could be making a costly mistake.  

Put simply, use tax is owed on a purchase when the seller does not collect sales tax, or when the use of the product/service (or the location of consumption) results in more tax being owed. Sound complicated? It is, and that’s what makes use tax one of the most mismanaged compliance issues for businesses.

In this session, learn more about consumer use tax, what it is, and when your business may be on the hook to pay it.

•    The events that can trigger consumer use tax requirements

•    The most common consumer use tax management challenges

•    The impact of economic nexus laws on consumer use tax

•    How your business can step up compliance to avoid being audited

This will be one ‘use-ful’ session that you won’t want to miss.

Attend this session to be entered to win the new Xbox series X – exclusively for Avalara session attendees! Winners will be selected at random, based on session attendance.

Dynamics products Avalara works with:

•    Microsoft Dynamics 365 Business Central

•    Microsoft Dynamics 365 Finance & Operations

•    Microsoft Dynamics GP

•    Dynamics NAV

•    Microsoft Dynamics SL

•    Microsoft Dynamics AX

After implementation, we all discover things we should have done differently.  Find out from others how they have re-implemented components of SL to maximize the possibilities.

Level: Basic

The post-COVID world awaits, and many businesses are starting to ask the question:  “How will the changes to our businesses methodology and economic climate impact my tax burden in the coming years?”  It’s a fair question, given the massive shortfalls to tax revenues and the potential ballot initiatives that may result.  This presentation will help shed some light on what appears to be looming in the future and what your business can do to be ready for the inevitable.

One of the greatest challenges to achieving success with CRM is getting user adoption. Users have become accustomed to using consumer style digital assistants like Siri and Alexa and are looking for that same simplicity in how they use Dynamics to access and update customer information. In this session we provide an overview of the technical concepts behind conversational digital assistants. We will show examples of how Azure Cognitive Services for Language Understanding (LUIS) and the Microsoft Bot Framework are integrated with Dynamics to provide an engaging user experience.

The content of this session is geared toward an audience with advanced-level knowledge of the subject area.

Your financial statements do not have to be the typical accounts-down-the-left, months-across-the-top financial statements. Dynamics 365 Financial Reporting gives you flexibility in how you define your rows and columns using any of your dimensions, accounts and periods. Learn how to creatively display general ledger data in useful, easy-to-understand ways.

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 this session to learn how to stay ahead of the Microsoft release schedule. Participants will learn: 1) Microsoft release cadence and preparation tips; 2) Where to manage the release; 3) Tips on how to communicate and manage the release cycle within your organization

The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

Users won’t fully adopt CRM until their leadership does.

In this session you will learn the role of management – from the front-lines to the c-suite – in managing a CRM project, in adopting CRM, and in using CRM to drive change within their businesses. Executives will leave with a clear understanding of how to drive change – even transformation – by using the power of CRM. Project leaders will leave with a checklist for getting, and keeping, the c-suite engaged in your project.

The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

Welcome to the CRMUG General Session here at Community Summit NA 2020 as we gather virtually as a community for the very first time!  This jammed-packed session will cover community updates, how to make the most of your week here, All Star award recognition and more!  Don’t miss out as we wrap up the first full day of Community Summit in style!

Microsoft’s Power BI dashboard and reporting solution provides a way to gain insight into your Dynamics SL and other data.  The Microsoft Dynamics SL team has built Power BI Dashboards for Project, Customers and Vendor information that are a great starting point.  Attend this session to see what is available today and how you can start taking advantage of these solutions at your company today.

Upon completion of this session, participants will be able to describe the Power BI dashboards that are available.

This session will be available for CPE credits pending completion of session survey post event.

Level: Basic

Want to run reports from SL screens? Ready to combine custom reports? Attend this session to deepen your knowledge and usage of the specialized Crystal Reports for Dynamics SL. Learn how users can send info to Crystal Reports using option tab, templates and run time information. Learn how Crystal Reports can get even more data using run before functionality.

Level: Intermediate

Discuss some of the common issues experienced when customizing a screen in Dynamics SL. In this session, participants will gain comprehension of customizing Dynamics SL and how to resolve some common customization issues. 

This session will be available for CPE credits pending completion of session survey post event.

Level: Basic

Are you ready to take Customization Manager to the next level?  Do you have a complex business process to solve?  Want to see VBA in action?  This session will deepen your understanding of Customization Manager and teach you how to streamline processes and increase user efficiency in SL.  Learn how to add new fields to a screen, extend a grid, or launch a report.  This session will have practical examples to inspire your imagination for the endless customization possibilities. 

This session will be available for CPE credits pending completion of session survey post event.

Level: Advanced

Let’s take a trip down memory lane and talk about ERP integrations, our experience and recommendations.
 We will talk about the good, the bad, the ugly… and the future!

Level: Basic

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.

In this session, developers will learn best practices around internal and external integrations with D365 Finance and Dynamics AX. You will also gain understanding of efficient performance patterns as well as anti-patterns that can lead to performance degradation.

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 this session to learn hints and tips to help you prepare for your upgrade.  Information on things you will need to know about the process from someone who has been through it. 

This session will be available for CPE credits pending completion of session survey post event.

Level: Basic

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.