Dynamics 365 CE / CRM

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.

Are you finding managing and administering security to be one big headache?  Want to get back to you day job?  Are you concerned the roles you are building may provide more access than you are aware of?  Concerned you are over provisioning security and going to get hit with a large license bill later?  If you answered yes to any of these questions, please join this session where we show how the Security Designer tool from Fastpath can make all these problems vanish.  We will show you how Security Designer makes it just plain easier to manage security day to day, but also more importantly helps you design and test security, before deploying to production.  We will cover security best practice ideas around least privilege and how you can save money from a user licensing standpoint with Fastpath’s easy licensing reports.  Security is hard, let us show you how with Fastpath Security Designer it does not have to be so!  

A comprehensive knowledge base is the critical to improved customer satisfaction and increased productivity. A knowledge base empowers customer service reps with solutions to the most common issues in order to efficiently assist customers. In this presentation we will review importance of a Knowledge Base.

o Create Knowledge Article

o Full Text Search

o Relevance Search

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

One of the most critical features of Dynamics 365 and the Power Platform is its intuitive, yet powerful, security model.  In this presentation, we will dive into the “basics” of setting up security for your organization and then spend some time discussing best practices and some maintenance considerations.  The content of this session is geared toward an audience with basic to intermediate-level knowledge of Dynamics 365 Customer Engagement

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

Dynamics 365/CDS security is not applied automatically in Power BI. This session will cover all the pitfalls of the security model so you know how to avoid them and ensure people only see the right records. Either if you are connecting directly to CDS, or use either the Data Export Service or Data Lake. There’s additional flexibility in this setup where we can tailor what data we show users. Session includes a demo of the methodologies, the POA table, and how some security roles can be exported to Power BI and used to apply similar security requirements in the reports.

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

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.

The tools and processes taught in this course will help Sales Leaders to better explain, motivate, and drive User Adoption in CRM for their Sales personnel. CRM has little to no value to the organization if not completely adopted by the Sales Person, and often times Sales Reps are disinterested and technically challenged. Sales Managers and Corporate Leaders typically fail to understand what helps Sales People evolve. This course will illustrate how to change behavior so that Sales People view CRM as a valuable tool for their growth. This course gives Sales Leaders effective tools for training, accountability, and motivation.

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

This session is suitable for an existing Microsoft Dynamics Field Service customer or for person looking at adopting mobile technology to reinvent their field processes. We will discuss and demo the concept of multi-experience apps, continuous experience, optimizing the travel, or efficient data collection. You will leave this session with real-life examples and improvements.

When it comes to document management, Dynamics and SharePoint offer a myriad of options … not all of them good. Even the built-in SharePoint to Dynamics integration can create more problems than it solves.

In this session, you’ll learn what nobody tells you about SharePoint to Dynamics integration – including case studies on how different approaches for document management in Dynamics 365/CRM are working for different organizations.

 We will review all the available options, from using the built-in Dynamics document management, to SharePoint, to Teams, to Power Automate to custom code to third party add-ons. You’ll learn the different solutions that work best in different scenarios and you’ll learn from how one organization setup a complex SharePoint integration and how they’re modernizing it with Microsoft Teams.

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

Want to personalize your Dynamics SL experience? Want to streamline data entry? Customization Manager allows users to modify the appearance and functionality of Dynamics SL. In this session we will demonstrate some simple but powerful customization’s that you can do tomorrow like changing font sizes and colors, moving and resizing fields, adding or removing fields, and renaming labels and columns.  This session is for users with little to no customization experience and will demonstrate mostly no code solutions, with some simple low code options.  

Learning Objective: What is customization manager, identify and choose customization levels, how to modify screens and logic using customization’s

Level: Basic

Web Apps provides opportunities to remotely access Microsoft Dynamics SL.  Attend this session if you are a Dynamics SL Project user to see a live demonstration of Web Apps and how you can remotely, on any device, access Dynamics SL data and features. This session focuses on Project related features including Time, Timesheet and Expense Entry. 

Upon completion of this session, participants will be able to describe the project Web Apps features including:

Time Entry

Expense Entry

Project Maintenance

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

Level: Basic

In this session, attendees will learn how to use Dynamics 365 CE as a tool to organize marketing campaigns and align marketing campaign ROI to sales success. Our discussion will begin with a live, “Art of the Possible” demo of a Marketing Command Center in Dynamics 365. We will then break down the demo step by step and discuss the strategy behind using Marketing Automation and an easy lead management process to make “SMarketing” magic happen between the Sales and Marketing teams.

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

In today’s business climate, where the focus increasingly is on remote work and digital solutions, user adoption has never been more important. ClickLearn ensures the success of any Microsoft D365 CE implementation or upgrade project by enabling authors to deliver more and better content for training and documentation. In this session, where we unveil a whole new user experience, you will see how you can record your processes and with a single click, produce a complete e-learning portal in 45 languages with step-by-step instructions, virtual assistance, e-learning, and process videos. You can use the virtual assistant to guide your users from within your live solution.  

You will also see how the Replay function lets you automatically update any existing content (including screenshots) to reflect updates to Dynamics 365 for Customer Engagement – including any third-party applications. This feature is particularly relevant for large, global organizations because you can also use it to automatically create language versions of your content with a single click.

In this session we will interview successful end -users on best practices user adoption. This session will particularly address the planning, alignment, and adoption strategies for SMB organization.

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

If you are emailing  sales invoices, chances are that you are not doing it in an optimal way. There are many possible improvements of this process and we will describe the most beneficial ones. We’ll discuss the critical emailing shortcomings in D365FO and will show you the potential solutions. Whether you are a power user or a functional consultant, we will teach you which customizations to require from your developers in order to get the most out of your emailing 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.

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.

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.

Join us for this session to learn how to make your reports run efficiently and the benefits of utilizing SQL Server Reporting Services (SSRS).

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

Level: Intermediate

Learn enough basic SQL to retrieve data from your Dynamics SL database. We will focus on the select statement and joining tables together in one query. You will learn enough to use SQL with Quick Query, Excel, and reports. SQL 101 caters to those with no (or limited) SQL experience. 

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

Level: Basic

An engaged leader is effective support for your initiatives in your organization.  This presentation will focus on how to engage your leadership, to support the technology.  I will be speaking about the success I have had in my organization as well as many additional encounters with other organizations where the support was not shown, and what has been done to change the thought process of the leadership to understand why their support is so very important to the ultimate success of the organization.

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