What is Flexible Billings and how do I configure it to make my billings easier? Join us as we answer this question and more while we review the Flexible Billings module and how it works with the Project, Allocator, GL, and AR modules.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Let’s discuss the best practices for GP deployment in these areas: GP Network Infrastructure, GP SQL Server Installs, SQL Configurations specific to GP, SQL Maintenance specific to GP and how to enhance performance of SQL Server with GP, GP User Security and Active Directory securities and how best to maintain, GP Application Configurations to enhance user experience, troubleshooting GP issues and how best to liaise between Accounting and IT!
This session is geared for an audience with an intermediate skill set.
This session will be available for CPE credits pending completion of session survey post event.
The decision to move your mission-critical business applications to the cloud is no longer IF but WHEN. Chances are you’re already successfully running applications in the cloud today. Cloud-based payroll, HR benefits, marketing automation and email are amongst the many available solutions that companies have been managing online for years. Historically companies hesitated to move business applications like GP, SL, NAV, AX and CRM to the cloud, but to stay competitive and drive business continuity, the time to migrate is now.
Regardless of your company size or industry, recent events have shown us how important moving to the cloud is for all businesses. As companies went to being fully remote for months, some found that their on-premises solutions could not accommodate a virtual work force and caused unnecessary problems with day-to-day operations. Real-time secure access to data, regular back up provisions, remote access for all users are just some of the cloud benefits.
In this session, learn best practices on how building an effective migration strategy and plan will support a successful move to the cloud and help maximize your business application investments.
Come learn how the James M. Pleasant Company (JMP) improved its CE quoting process with an integration to sales orders in Finance and Operations. JMP leaders will show their solution using Power Automate (Flow) to send quotes from CE to Sales Orders in D365FO. The solution allowed the company to standardize its packaging options – live data pulling from one source! If time permits, we will showcase a few other ways JMP is using the Power Platform.
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.
If you haven’t been paying attention to PowerApps and the Power Platform lately you are missing a massive shift in the world of Dynamics 365 Customer Engagement.
As far as I’m concerned, Dynamics 365 Customer Engagement consulting, implementations, architecture, and approach – the entire CRM game – has changed forever; and we can’t wait to tell you what’s happening.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
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.
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.
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.
