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.
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.
