Dynamics 365 CE / CRM

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.

This session will focus on the new feature of Wave Label printing in D365FO and the ability to print both Case and Pallet level SSCC compliant labels from the system.  In this session we will review the setup needed for printing and then demonstrate the ability to print different labels for different customers.

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.

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.

Do you really know what’s going on in your database? Are you sure you’re not affected by some of the most common data quality & integrity problems?

In this session, I’ll present some free tools and queries to find some of the less visible data quality problems and discuss how to fix and prevent them.

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

Come to this session to learn how you can combine your intermediate and packaged production orders into one consolidated view.  Do you know what a Phantom Item can be used for?  What if you needed to produce more than one item on an order?  Do you know you can do this with co and by-products?  Do you know that the potency of your active ingredients can be used for balancing your batch in production?  Want to be impressed by how much the Virtual Scheduler has been improved?  Come to this session to learn all of this and more!

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 session is for BAs/Admins/Implementers who may have to solve business problems with Model Drive forms, to get a solid understanding of what is and what isn’t possible with model driven forms in CDS. This includes the following: – Reviewing the basic elements on a form. i.e. is that a Control, Field, Attribute? – What tools exist in the CRM Model driven forms events toolbox for acting on changes to the page, and when should they be used? – What actions are possible via JS, and how can those actions be used together to solve a problem?

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

Project Operations is a new license creating a Project Management vision from end to end. Project Operations merges the best of D365 PSA, D365 Finance Project Accounting and MS Project. Find out what it includes, how to use it, the roadmap and see some of the enhancements. Starting with opportunity, quoting and then project, resource management and then budget versus actual, revenue recognition.

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.

Learn how to set up and use the Demand Forecasting functionality in D365 for Finance and SCM. We will talk through the algorithms available for forecasting and how you can tweak the settings and control the machine learning project. We will also discuss examples of how to extend the functionality and bring more life to your machine learning project. Learning Objectives: understand Time series models and algorithm parameters needed for statistical forecasting in D365; understand how to use Forecast models for forecast comparison and analysis; define how forecast models can be used to feed plans and fulfill an S&OP process.

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.

With the release of Azure Data Lake and surrounding technologies, it is easy to see why there is hope within the AX and F&SCM communities for a better reporting solution than BYOD. Attend this session to gain a fundamental understanding of what an ADL project may entail, its time frame, estimated cost, and the resulting reporting options available to finance teams to make meaningful business decisions. It’s always best to have clear visibility and understanding of the full implementation cycle before making an investment in a new technology.

Do you receive upfront payments for services in future fiscal periods? Want to learn about the new Revenue Recognition features in D365 Finance? How can you use Power BI to easily monitor your cash-to-revenue cycle? Don’t miss this valuable session with a  finance expert to demystify new revenue recognition functionality in D365 Finance.

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.

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.

Do you think this session is not applicable to you because you may not be using Dynamics 365 Commerce? Great news! You can start leveraging the power of Microsoft to start identifying areas of revenue loss without any pre-requisites Dynamics 365 projects!  Dynamics 365 Fraud Protection is one of the newest offerings in the Dynamics 365 family and focuses on increasing the online and instore revenues for retailers and wholesalers by providing actional insights and optimizations using the power of AI and ML.

In this session we discuss the purchase protection, account protection, and loss prevention capabilities of the software and how they relate to business processes and customer experiences. After discussing capabilities we’ll discuss how you can take next steps in evaluating the solutions for your organization and what would be involved in that assessment.

Come and join the Microsoft Fraud Protection product team, a Microsoft Global Black Belt for D365 for Commerce, and a Microsoft MVP in D365 for Commerce to learn more and help answer your questions and provide insights. For specific questions you would like to have discussed in the session, please submit them here: https://forms.office.com/Pages/ResponsePage.aspx?id=vBkjbhG_ikiYD5ihUwqy1cwGHWvSbyRInK_XR0SeKDxUME5DRlI0TTVFODY4UUtEQlhaS0ExNjJWVS4u

 To learn more, read about fraud protection here: https://dynamics.microsoft.com/en-us/ai/fraud-protection/

Join this session for a deep dive into the Dynamics SL Advance Purchasing Options. Learn the benefits of leveraging the below modules:

•Requisitions
•Order Management PO Creation
•Service PO Creation
•Inventory Replenishment
•Landed Cost
This session will be available for CPE credits pending completion of session survey post event.

Level: Intermediate

Explore Project setup and configuration tips for making Project to General Ledger reconciliations easier. Put on your detective hat with the experts and understand where to look first when projects don’t balance for items such as unbilled accounts receivable, accrued wages, and work in progress. Improve your toolset and gain some insight on how to upgrade your Project reconciliation skills! 

Level: Intermediate

This session is a hybrid presentation/roundtable incorporating hands-on learning.  The session includes an introduction to the principles of change management followed by a roundtable discussion of change management challenges in managing a Dynamics deployment.  Participants will:

–     Explore the principles of change management

–     Discover how to develop a change management roadmap for their Dynamics project

–     Experience a hands-on opportunity to develop a plan to apply change management principles to existing project/deployment/adoption challenges

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

–     Collaborate with other Dynamics users to solve their shared challenges