Dynamics 365 CE / CRM

How can you manage your paper-based AP operations with a distributed workforce? You really can’t if everyone is working from different locations. If this year has shown us one thing it’s that companies MUST take everything digital and provide access to company data from anywhere to maintain and grow their business. DocLink extends the value of your Dynamics ERP not only by allowing you to go paperless, but also automating your entire AP process from POs to payments. In this session you’ll hear from DocLink customers who have achieved success in going digital, and you’ll learn how you can:

•    Eliminate paper and manual processes

•    Capture and access documents instantaneously

•    Streamline and accelerate approvals

•    Automate 3-way matching

Join us to learn how to gain improved efficiency, visibility and control by going paperless and touchless in AP. This session is for the following products: Dynamics GP, AX, Nav, SL, D365 F&O and D365 Business.

Understanding how data from AP, AR,  Inventory, Project, Sales Order, and Purchasing end up in the General Ledger is critical for reporting.  Make the most of Quick Query and other tools by understanding where data originates. 

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

Level: Intermediate

The COVID-19 outbreak has forced businesses to change the way they operate overnight, having to do more with fewer resources and shifting priorities. The need for automation has become clearer than ever to increase efficiency and free up teams from mundane tasks, such as sales tax compliance. 

Managing sales tax can be complex and time-consuming, yet failure to comply can leave a business open to audits and significant fines. Automating tax compliance can reduce that risk and free up teams to focus on higher value projects. Want to learn more? Join our session to discover the benefits of sales tax automation, and how to choose the right technology for your business. 

You’ll learn: 

•    The challenges of tax compliance 

•    Which industries typically have the most compliance risk

•    How to know when your business should pursue tax automation to maximize ROI

•    Tips to identify and implement the right automation software

In these uncertain times, the last thing you need to worry about is tax compliance. Don’t miss this session to make sure your obligations are being managed properly and efficiently.

Attend this session to be entered to win the new Xbox series X – exclusively for Avalara session attendees! Winners will be selected at random, based on session attendance.

Dynamics products Avalara works with:

•    Microsoft Dynamics 365 Business Central

•    Microsoft Dynamics 365 Finance & Operations

•    Microsoft Dynamics GP

•    Dynamics NAV

•    Microsoft Dynamics SL Microsoft Dynamics AX

Upgrade and implementation considerations can be particularly daunting for organizations with fewer than 150 users. We’ll look at all the considerations for upgrade or re-implementation including cost, hassles, customizations and code base moves from the perspective of the small organization. We’ll answer the following questions:

•    How will be the environments on the cloud/Azure or on premise? How many environment will we need?

•    What are the advantages/disadvantages in doing fresh implementation/s upgrade? 

•    How to handle the code base and data migration?

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 post event.

Microsoft is releasing new features and capabilities twice a year, and has essentially folded Dynamics 365 into the Power Platform.  With this change, the role of an administrator is expanding into different technologies and ways of solving business problems.  Join us for a discussion of how the Power Platform expands the toolset admins can use for solutions CRM may have fulfilled in the past, and how to keep up with changes and new offerings.  Making design decisions is now more complex than ever – let our discussion give you guidance on where to start!

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

Ever need to look in multiple places to understand a customer’s profile? Ever find that prioritizing leads and nurturing prospects are challenging? Is your customer information lacking?

Customer Insights uses AI and Machine Learning to provide a 360° customer view. With Customer Insights, Dynamics 365 delivers the ability to connect to multiple data sources, model profiles of customers, their interactions and insightful KPI’s.

In this demo heavy session, we’ll demonstrate building a customer profile and show how you can use the results for increasing sales, marketing and service effectiveness. Then display it inside of PowerApps, Mobile, and BI tools.

This session is for developers who would like to discover new ways to build reports that are even more useful to the business. Learn how to develop advanced SSRS reports using precision design in Microsoft Visual Studio. See the importance of Controller, Contract, UI Builder and Data Provider and hear us explain how to call multiple reports and develop complex report designs.

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.

As a System Administrator, you have an out-of-the-box toolkit available to help increase user adoption (and overall happiness) of your end users. In this session, we will review goals to enhance user adoption, understand what is in your configuration toolkit (like field level mapping, business rules, UI controls and much more!) and teach you how to implement them. This session will be a combination of slide deck and live demos. Questions and engagement throughout the session is very much encouraged!

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

Companies running multiple instances will benefit from automation of Intercompany Orders.  AX2012 R3 allows for Direct Delivery functionality in the same instance.  However, our company runs 8 instances of AX 2012 R3 and needed a solution to automate intercompany transactions.  By developing a process that mimics direct delivery, from instance to instance, the manual processes involved with ordering and distribution created seamless electronic trading between buyer and supplier.  Orders can be entered in one instance and fulfilled from another instance, directly to the original customer.  Also allowing real-time communication, supply chain information and inventory order processing.

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 Sales Managers are not using CRM to manage their sales meetings yet, then you’re not getting nearly enough out of your investment into Dynamics 365 for Sales. In this session we will explore the three stages of using CRM for sales meetings, driving improvement through both 1-on-1 and team meetings, and how peer groups can use CRM for their own roundtable meetings.

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

Key customization’s can significantly speed up data entry.    Find out how simple it is to remove unneeded fields, remove tab stops, add commas in numbers, make fields required, add user fields,  freeze panes in a grid, and more.    No programming experience needed!

Level: Basic

Are you in the government contracting industry? If so, you’ll want to join this session where a D365 user addresses how her company set up D365 to automatically handle required rate calculations, incurred cost submissions, work breakdown structures, unallowable costs, and audit response. It’s a can’t miss!

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.

Microsoft includes many data analytics and AI tools in D365, come learn how to leverage them to better utilize your sales resources and drive revenue.

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

Manage your projects using Dev Ops (formerly VSTS). DevOps gives your users, managers, SME’s, and customers the ability to collaborate based on the project plan and business processes. We will show you how DevOps is used in a project and customized to the industry by using industry specific Business Process Models and capturing all backlog items under the BPM. Defining dashboards and queries for different models such as the operating model, integration model and data model allows the team to quickly focus on the current project state and key activities.

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.

Let’s take a look at how you can use Forms Pro together with Power Automate to generate Leads and Cases from your website. 

We’ll go through the practical steps of what to think about, how to transform the collected data into what you actually need and some best practice tips on how to build your flows in Power Automate.

Session Level: Intermediate

In this session a panel of industry professionals will discuss how challenges faced from COVID-19 impact the ability to support customer needs and how the Power Platform can meet the demand.

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

Learn how to use three simple Power Automate flows within Dynamics 365 Sales to enhance the effectiveness of your sales team and automate your internal processes.  Don’t have the users work for the system let the system do the work for the users.

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

Power Apps are a game changer for your company.  Power Apps let you provide Dynamics SL information to the people who need it when and where they need it.  For example, provide salespeople in the field access to their customer order history and inventory on hand on their phone.   Think of a task and you can create a Power App for that and you don’t need a PHD in computer science to build it. The cloud makes it possible to share your creations with co-workers on any device. Attend this session to see which Power Apps are available today in SL 2018 and learn the basics of how to start a new Power App.

Learning Objectives:

Upon completion of this session, participants will be able to:

•    Describe the Dynamics SL Power Apps solution.

•    Describe where to get the SL Power Apps solution.

•    Understand the basics of how to create a new Power solution.

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

Level: Intermediate

Please join Tonya Ream, IT Director at Vera Bradley, and Adam Carrick, Sr. Consultant at Sunrise Technologies, to hear how they planned, and executed a full replacement of their core ERP financial and operation systems, the full omnichannel landscape including a POS System supporting 153 retail stores, an eCommerce platform, a B2B commerce site, as well as their financial payment processor. This all went live on time, and on budget on the same day.  All achieved during an on-going pandemic.

You’ll learn:

•Why Vera Bradley chose Dynamics 365 and Dynamics 365 Commerce as their solution
•How COVID 19 affected their plans
•What were the key components that ensured they deployed on time and on budget

If you have the daunting task of training a large workforce or one spread across the country, we can help you wrangle them in and do a bang-up job! We will provide the necessary tools! We have successfully trained nearly 1,000 users in 150 offices, with only one dedicated CRM resource.