Dynamics 365 CE / CRM

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.

While you know you need the tool, the headaches and politics you have to maneuver through just to get a solution can be daunting. The last thing you want is for the onboarding to drag on and suck more time from your team, ultimately decreasing morale.

Build on your basic knowledge of T-SQL queries to present Dynamics SL data in a useful and readable format.  We will use T-SQL string functions, data type conversions, and the LIKE operator with SQL SELECT statements to format, join, and filter Dynamics SL data. Upon completion of this session, participants should be able to:

•     Build T-SQL queries to present Dynamics SL data in a useful and readable  format.

•     Understand and use SQL string functions and data type conversions with Dynamics SL data.

•     Understand and use the SQL LIKE operator when filtering Dynamics SL  data.        

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

Level: Intermediate

Have you ever wanted to be up on the Opry stage? Maybe the Opryland Conference Center? Now is your chance to learn what it means to be a speaker at User Group Summit! Practice your banjo, shine your belt buckles and get ready to join the lineup next year.

We will share with you the process of session submission, selection and presentation prep so you are ready for wherever 2021 will take us!

The User Speaker Cultivation program started this year and you can learn what that means and hear the results. It will be a toe tapping good time!

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

Join this member-led session, where Arrowhead Pharmaceutical, a life sciences company,  will share the challenges, approaches, and tactics it uses to  stay current with continuous updates from Microsoft, while effectively  remaining compliant in this highly-regulated industry.

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.

Customer expectations have historically evolved faster than business applications. This has usually resulted in a gap between a business’ CRM-related tools and processes, and the demand by their customers for a personalized, timely and meaningful experience. Today, however, the technology has finally caught up. Learn how recent innovations can empower your organization to move beyond internally-focused sales and marketing processes to deliver individually tailored customer-centric experiences.

Do your salespeople need data from multiple systems to do their jobs? Do they ask you to gather reports so they can print them and take them to a customer meeting? Is your data siloed in disparate systems? In this session we will discuss how to give your CRM users a self-service reporting experience.

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

With Dynamics 365 for Finance and Operations, Microsoft has introduced new integration technology options that expand real-time integration to and from external applications in a secure and more flexible manner than in Dynamics AX. These options include OData Web Service and the Data Management Framework (DMF). This session will explore the benefits and challenges of the different integration options and the factors that can help you determine which technology is best suited for the task. The presentation will be technical in nature and include how to create and modify entities with sample integrations via the OData Entity Framework and will explain how to maximize throughput using web service integration to Dynamics 365.

The cost of storage and API calls in the Common Data Service and Dynamics 365 can be a concern for many organizations. The good news is there are ways to reduce your cost for storage and for integrations by leveraging Virtual Entities. In this session we’ll take a look at building a custom data provider that connects to Azure SQL and eliminates the need to push certain kinds of data out of your Azure hosted or on-prem databases and into the potentially more costly CDS storage for your Model Driven App to consume.

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

Introducing a new tool for your team to use can be difficult. You continuously run into a problem with one of your processes, decide to look into solutions out in the market, schedule calls & demos with providers, review the options, and finally come to a decision. Then comes the onboarding to make sure your team uses the product.

While you know you need the tool, the headaches and politics you have to maneuver through just to get a solution can be daunting. The last thing you want is for the onboarding to drag on and suck more time from your team, ultimately decreasing morale. 

We get it! That’s why we’ve designed the best onboarding experience for your team.  Today, things need to happen right now! 

So join us for our solution showcase on “Fast Forward your AP Automation – From Kick-off to Go-Live in 5 Days”” where we will share how we can get your company up and running with your AP automation solution for Dynamics 365 Finance in just 5 days!”

Microsoft D365, Business Central, AX and GP users, this session will be filled with ways to identify improvement opportunities in your Order-to-Cash cycle. Set the stage now for your 2021 improvement initiatives.

In this presentation I plan to show, what is FetchXML. Simply Created with Advanced Find, and more powerfully with XrmToolBox’s FetchXML Builder.  I will compare the two, strengths and weaknesses, and demonstrate how to use them to get data out of Dynamics 365.  So after we have created the FetchXML, I will demonstrate how to FetchXML in SSRS, C# code for Console Apps, and Liquid in Portal Pages.

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

Using Typescript in the Microsoft Power Apps and Dynamics 365 environment has become the preferred method by most in the industry for streamlining client side development. However, code reuse and unit testing typescript as well as integrating Typescript into your release pipelines can be a bit of a conundrum when it comes to enterprise applications. In this session we’ll look at getting started using Typescript in Power Apps and Dynamics 365 and then taking that Typescript to the next level by adding both unit tests and code modules for reuse as well as integrating Typescript into your Azure Devops pipeline.

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

Join this session for an in depth look at how the service series functionality works together with the other SL core modules up through the general ledger. Understand the workflow and benefits of the tight integration with the service modules.

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

Level: Basic

Too often, promising, productive relationships between Partners/Consultants and Clients devolve into contentious frustration; neither side has a positive project experience.  Like all fresh relationships, novelty and newness wear off, excitement for greener-pastures in an improved state of existence withers. Partner-Client relationships start demanding as much dedication as the project itself.  But this doesn’t have to be; learning to speak the language of your counterpart, nurturing and fulfilling their needs, setting each other up for victory, will only help ensure their success becomes your success. Come discover those key factors that assure positive outcomes and future projects together

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