Whether you’re a supplier, manufacturer, or a buying organization, join Chrissy Mathison to explore how our Full-Service EDI solution can help automate your network, reduce manual entry and save you time and resources.
Dynamics 365 CE / CRM
Back by popular demand! Pricing can have complicated requirements. D365FO can support these complicated business requirements in many different ways. In this session, learn how sales pricing can be defined starting with a base price and adding layers of complexities through various options, such as: Trade Agreements, Customer Rebates, Trade Promotions, Commodity Pricing and Attributed Based Pricing. See how Price Details and Margin Alerts can also be used to understand the final calculated price.
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.
Over the years we’ve witnessed a huge shift in the role of Finance – from a tactical focus on the numbers to a more strategic, value-creative role. With increasing data volumes and disconnected applications that don’t talk to each other, many find the role change challenging to adopt. By offering a single source of truth, insightsoftware’s solutions save countless hours of unreconciled Excel mania allowing finance teams to effectively plan, run, and optimize financial processes.
In this session, you will discover what a modern, integrated technology stack for the Office of the CFO looks like. See how you can:
•Drive more accurate plans, forecasts, and reports for confident decision-making
•Shrink cycle times to support today’s post-Covid need for more frequent reporting and forecasting
•Increase end-to-end productivity, freeing time for strategic analysis
Do you want to drive value and deliver results for all of your technology initiatives? Join AXIA Consulting’s Greg Pitstick to learn how to quickly identify the areas of your business that can be changed to deliver bottom-line results such as reduced inventory, increased on time delivery, reduced costs and increased margin. During the informative session we will show you:
• How to identify the real opportunities to generate bottom-line value from your Microsoft ERP implementation
• How to achieve the results using your existing Finance & Supply Chain implementation or with a new implementation.
• Pitfalls and traps other companies encountered when trying to achieve improvements
• A reusable framework you can use to identify, quantify and deliver results
• Real-world examples and results!
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 demonstration will provide key concepts of Logic Apps for integration requirements, and how they work with Dynamics 365 Finance/Supply Chain.
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.
MetaViewer integrated with Dynamics 365 for Finance and Operations provides intelligent technology and scalability to allow businesses to grow at their own pace. Join this session to learn how adding MetaViewer to D365FO offers paperless automation, Touchless processing, full visibility and advanced functionality beyond AP automation and more.
A collection of useful tips to help you work faster and more efficiently in Power BI. Topics include best practices and recommendations for improving the loading and modeling of data, leveraging parameters, creating date tables, time based calculations, measures vs. calculated columns, using report themes, bookmarks, and templates, ideas for faster creation of reports, and more.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Cash position is everything in these difficult times. SL has tools in AR, AP, and cash manager to forecast cash inflows, outflows, and current cash positions. Find out how to properly configure SL to take advantage!
Level: Basic
Lets talk about those confrontational situations that happen once in a while during Dynamics 365 Implementations and what is the best way to manage them or diffuse them.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
A User Summit CLASSIC. These tools are free and you didn’t know they exist. You are going to wish you knew about these since the day you started working with Dynamics 365/CRM. 90% of this session is demo-based.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Now, more than ever, you need efficient processes to get packages delivered to your customers’ docks and doorsteps. In this session, you’ll learn about how the Blue Horseshoe Supply Chain Cloud works with D365 to help you:
•Use D365 data to connect directly with top parcel carriers like USPS, UPS, and FedEx to get accurate shipping estimates, generate carrier compliant labels, and more.
•Manage asset movement and freight handling across your logistic network including equipment, drivers, dispatch, and settlement.
•Optimize routes, save fuel, and increase driver efficiency.
You’ll also learn how D365 and Supply Chain Cloud helps you build a digital supply chain while giving you a control tower view of your warehouse and logistics operations.
Come learn from two D365 implementation experts about the lessons they have learned in their combined 8+ D365FO implementations and upgrades. We will discuss everything from ISV readiness, unexpected costs, partner relationships and internal team involvement, readiness.
The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area.
This session is ideal for accountants who are responsible for creating and generating financial reports for their organization but have little training with Management Reporter for Dynamics GP and SL. Learn the basics of report building blocks and leave with the know-how to create four key financial statements within Manager Reporter: Trial Balance, Income Statement, and Balance Sheet. Discover the power and flexibility of reporting trees and get the skill you need to present useful data to your executive team.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Join Sarah in this session where she will go through the top 10 things you probably won’t know related to Microsoft Technologies in Customer Service. This session will cover features WAY beyond just the base Customer Service app, and sure you’ll probably know a few, but will you know them all?! Tune in to find out and get up to date with Customer Service functionality.
David Allison, CPQ Product Owner for Cincom, will share insights into the problems that CPQ Buyers face, a few issues that no one is currently addressing, and how CPQSync may offer solutions and insights for Partners and Customers of Dynamics365CE.
Do you want to know how to upgrade your career in Business Application?
Join this session which will give you an overview of the current business application space, types of organizations, careers and how to make the most out of your time to progress in the direction you want to.
It will feature 10 tips on specific business application careers, where to invest your time and HOW.
Session Level: Basic
Continue the discussion with the panelists on merits of various paperless options
Level: Intermediate
Not sure how to select an AP automation product for your company? Join in an interactive discussion on how to find the right product, tools to use and the process of implementation.
Level: Intermediate
It’s no surprise that enterprise and mid-market organizations are benefiting from the investments made in cloud security, R&D and cyber security experts. Ongoing economic and global uncertainty has led many business leaders to fully recognize that migrating to the cloud is critical to their business continuity and success. The question is no longer IF, but WHEN to move their mission critical applications to the cloud.
During this session we’ll discuss ‘what’s possible’ when you transform your business with the power of cloud. Dynamics AX end of support (EOS), remote workforce and business continuity issues have forced organizations to re-think their on-premises operations or face the potential risks and consequences of non-supported mission-critical business applications. Join us and discover cost-effective cloud migration strategies and the extensive benefits your organization will gain from a full transformation to the cloud.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
The technological landscape is continuously evolving as the field worker population consistently dwindle at a rapid pace (due to retirement). In this session, we will show a hands on demonstration of how Field Service can be transformed using the HoloLens 2 and Remote Assist. Less experienced or skilled workers can use the HoloLens 2 with Remote Assist to obtain visual guidance to solve complex problems in the field.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.