Dynamics 365 CE / CRM

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

Join this session to learn the report production cycle of Dynamics SL, discuss the uses of the Report Options Interpreter (ROI) screen and to configure the Report Control screen for new reports.

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

Level: Intermediate

Learn about using SL Work Order module with Order Management and Bill of Materials (BOM).

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

Level: Intermediate

You’ve heard it a thousand times – tax is tax. However, not all tax software integrations are as straight forward. Learn how to guarantee your team’s success while saving both time and money with D365, NAV, and GP.

Join your DSLUG community to kick off Community Summit with important new updates, new feature overviews and awards.  Be the first to hear the Microsoft Dynamics SL product updates and road map delivered by Jeff Suwyn, Microsoft Dynamics SL Product Manager. Don’t miss this important session for all Conference attendees, focusing on the future direction of your User Group and your Dynamics SL product — and be ready for a great time along the way!

Now you can have your cake and eat it too. By leveraging dual-write functionality within CDS, We can now leverage the maintenance plan portion of F&O combined with Field Service to manage the entire work order lifecycle all without having to implement the entire Finance and Supply Chain Management solution. By doing this, customers are now able to  use the  robust maintenance plan functionality that’s in Dynamics 365 Supply Chain, combined with the world-class capabilities of Dynamics 365 Field Service. By combining dual-write, Field Service, and the Asset Management module, we can provide a stronger, more comprehensive asset management solution within CDS. So Dynamics users can now get a solution that can perform very complex maintenance scenarios, but also be more agile and easily configured. It’s a bit like having your cake and eating it too.

When people and process work together, a sales team’s velocity can take off! But it can be tricky to get people-centric teams to describe what they do in a process-centric manner. And it can be challenging to select the right process automation tool in Dynamics 365 and configure it to align with the needs of your team.

In this non-technical session you’ll learn methods for engaging your sales teams in process design, and the basics of configuring processes in Dynamics.

Our agenda for the day will cover:

•Understanding the Customer Journey – how to align your sales process with the customer buying process

•Sales Intelligence – tools and techniques to build lists and research your audience before first contact is made

•Lead Generation – generating more, and better, leads for your sales team to work and using AI to prioritize them for follow-up

•Qualification – processes and solutions for going from unqualified, to marketing qualified leads (MQLs) to sales qualified leads (SQL) – and some simple definitions for these terms

•Account Based Marketing (ABM) and Sales – targeting large accounts for broadening and deepening your relationship

•Sales Pipeline and Process Design – design a process flow that your team can actually use without creating more friction in the selling cycle

•Quoting and Configure-Price-Quote – delivering higher quality quotes to your customers no matter how simple or complex your product is; and secrets for differentiating tactical sales from strategic sales

•Approvals and E-Signatures – expediting internal and external approvals to keep your team focused on selling

•Activity Planning, Tracking and Sales Cadencing – understanding the importance of activity management, and how playbooks, sales cadencing tools and AI can all play a role in improving activity adoption

•Sales Meetings and Team Engagement – using Dynamics 365 to run your sales meetings, and techniques for getting the whole team engaged in continuous improvement

If you manage the security of your company’s data, while challenging, you also have the opportunity to be a champion for your company with the right tools. In this session, learn how Fastpath can help provide your company to answers important questions like: Do you know who has access to your data, what they are doing with that data, and the risks to your data? With the Fastpath Assure cloud platform, you can answer these questions and provide an internal control framework to meet your compliance needs. Get rid of manual, prone to error, security related tasks and replace them with solid controls around user access, segregation of duties, tracking changes to critical data, and setting up new users. Fastpath will help your company take your security by design to the next level. We also will review the native controls in Dynamics 365F&O/AX around security, showing where Fastpath can help fill gaps and improve efficiencies in security reporting. In today’s world, with GDPR, SOX, and ever-growing number of audits, having the right security and financial controls in place is more important than ever. This session will show how the Fastpath governance, risk, and compliance solutions can help your company become a security and compliance superstar.