Dynamics 365 CE / CRM
Learn how to utilize the Advanced Distribution to implement fulfillment orders. Utilize navigation lists, fulfillment workflows, and processes to move a document through the full order to invoice process fluidly. All current GP versions 10+ applicable.
This session is geared for an audience with a basic skill set.
This session will be available for CPE credits pending completion of session survey post event.
Microsoft has licensed Crowe Lease Accounting Optimizer functionality to be released between October 2020 and March 2021 Presented by the original product owners, learn how this functionality interacts with other financial features of D365 and how to best prepare.
Learning Objectives:
• What is ASC 842, and what has changed?
• How to account for the changes using Dynamics 365
This presentation will take the audience through how to use a combination of Azure machine learning, Power Apps and key D365 for Finance and Supply Chain features to mange and improve food safety. We will cover both how to manage quality control on the production floor or at the receiving dock using Power Apps, predicting quality issues using Azure ML, and how to log and manage non-conformance via D365FSC, Power BI and Power Apps.
The content of this session is geared toward an audience with intermediate to advanced-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
An interactive discussion and demo on how to debug SL Web Apps code. We will demo debugging JavaScript in Chrome, walk through controller code using Visual Studio, and help you find which stored procedures Web Apps is running using Profiler.
These skills are necessary for any web apps development and troubleshooting. If you have any current issues that you are trying to fix, please reach out to the leaders beforehand.
Level: Advanced
D365 Finance and D365 Supply Chain Management provides various options for it to Interact with different systems. The goal for this session is to go over the options available for Integration, pros and cons of each of the options and best practice which needs to be followed before choosing Integration method and during implementations.
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.
This session will help you understand the difference and advantages of the Dynamics 365 Customer Engagement Insights offerings: Sales Insights, Customer Insights, and Customer Service Insights.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
This session covers the SQL Server Agent, with its Jobs and Alerts, along with newer features like Database Mail and Extended Events (which is replacing Profiler). You can use SQL Jobs to schedule SQL Scripts and Database Maintenance Plans. Alerts can notify you when jobs or maintenance plans fail. Extended Events can help troubleshoot and improve performance. Profiler preceded Extended Events but hasn’t advanced since 2008. What are some pros and cons of using the independent SQL Server Management Studio with any version from SQL Server 2008 through 2019.
Learning Objective: Know how to have SQL Server send you an email when a backup job fails. This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
Join us to learn the many ways to access data from SL. Discover how to use the ROI, Crystal Reports, Quick Query, Power BI, copy grids, and desktop shortcuts. This session will walk through the data schema, revealing underlying fields supporting data entry screens, create custom queries and reports using standard tools.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
As marketers and sales teams increasingly use Dynamics 365CE & CRM data to make decisions about strategy, marketing spend, and the customer journey, the fields and processes we add to our forms can have a tremendous impact on our success. In this session, marketing and sales users of Dynamics 365CE will learn how to think through required fields, custom fields, option sets, workflows, and more to capture the data they need to inform a successful sales and marketing strategy.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
Introduction to the Project/Payroll Module – This session is for beginners and will focusing mainly on project (overview).
Level: Basic
Microsoft Dynamics SL 2018 continues to release new features and updates. Attend this session to learn about what released through SL 2018 CU4 and what we will be releasing soon in SL 2018 CU5. Included will be high-level discussions on Web Apps and the Microsoft Power Suite solutions and how they work with Dynamics SL.
Upon completion of this session, participants will be able to:
• Describe the Dynamics SL CU4 features.
• Describe the upcoming Dynamics SL CU5 areas of enhancement
• Describe the new Power Suite solutions being delivered
Level: Basic
Staying connected to customers is more important than ever before. Engaging customers the way they want means empowering organizations to act on insights across the entire journey, build life-long relationships, and create trustworthy selling and service experiences that are consistent, personalized, and always-on. This session will cover key Dynamics 365 product announcements and the partner opportunity to help companies create meaningful customer experiences in a rapidly changing environment.
Staying connected to customers is more important than ever before. Engaging customers the way they want means empowering organizations to act on insights across the entire journey, build life-long relationships, and create trustworthy selling and service experiences that are consistent, personalized, and always-on. This session will cover key Dynamics 365 product announcements and the partner opportunity to help companies create meaningful customer experiences in a rapidly changing environment.
In D365FO there are many different options for inventory costing models…but what do they all mean? In this session we will dive into the different options to review how your inventory is costed for each model along with the pros/cons of the model. We will use demonstrations in D365 along with theoretical-based calculations to explore these options.
The content of this session is geared toward an audience with beginner and intermediate-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
Wondering how the Internet of Things can play a role in your production management and control. This session walks through the new IoT intelligence scenarios, the moving parts needed to make it work and how they can help production supervisors be more responsive to events that impact production efficiency and ultimately customer service.
Learn how SLAs and Entitlements can be implemented to enhance customer relationships. Join us for a deeper dive into creating complex SLAs and defining entitlements. See how custom SLA relationships can be designed for use cases outside of standard customer service (such as opportunity). Gain an understanding on combining the two features can enhance customer service interactions and satisfaction.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
In this session, we will review the most common security related mistakes companies make when upgrading or implementing Dynamics CRM. From who owns security, to who should implement it, and everything in between, we will provide proven project approaches that can keep your company off the security gotcha list.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
In this session, an Inventory expert will present 15 novel ways of using AX 2012 and D365FO that aren’t immediately apparent as being out-of-the-box functionality. Be ready to bring your own! A few topics this session will include are:
1. Modeling multiple companies inside a single system company
2. Real Master Planning as defined by APICS
3. Contract selling with a distinct sales price dependent on how materials were sourced
4. Customizing costing for a not-for-profit where most inventory was donated
5. Catch-weight solved without using AX/D365FO catch weight functionality
6. And many more!
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
Also relevant for BC/NAV and GP users.
This session will be available for CPE credits pending completion of session survey post event.
Lifecycle Services (LCS) and associated environments are always undergoing changes with regard the way they are accessed to use development, test and production environments. Join this session were we will look at the need for cloud environments for special projects, such as RSAT, which is attached to pay-as-you-go, as well as how to add environments for other special purposes such as gold, build and performance testing. Lastly, we’ll attempt to answer the question, ‘Why are new all-in-one deployable packages so important?’
The content of this session is geared toward an audience with intermediate to advanced-level knowledge of the subject area.
This session will be available for CPE credits post event.