Dynamics 365 CE / CRM

This session is going to address using Azure hosted agents to create builds. We can automate the process of building X++ code and creating deployable packages on any build agent that runs on Microsoft Windows. We will address the following topics:

– Prerequisites required for setup

– Preparation required in Azure DevOps

– Configuration of pipelines

-Limitations

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.

Now more than ever it is crucial to make use of the technology readily available to help keep your business productive and competitive. Today, organizations can leverage near real-time business intelligence (BI) to make data-driven decisions to drive better business outcomes, collaborate more efficiently and empower all users become data heroes.

No X-ray vision needed; Power BI enables organizations to connect to and visualize data using one unified, scalable platform which allows you to see your data through a single pane of glass. 

Uncover hidden data insights through readable charts and powerful dashboards. Create accurate forecasts, fine-tune operations, become more agile and responsive, all while maximizing efficiencies in ways that simply weren’t possible in the past. If you’re not putting those analytic models to work for your business, you may be missing potential opportunities to improve cash flow and become more competitive.

During this session we will show you how to utilize powerful end-to-end business solutions by connecting cloud computing, Microsoft Power BI and Dynamics AX/F&O to transform your business.

Bring your questions – the engineering leaders will have your answers!  This session is a dedicated Q&A session for anything you saw during the What’s new for Dynamics 365 Finance (including Globalization), Project and Human Resources breakouts.

This session is appropriate for all levels, starting at Basic.

Commerce was already experiencing challenges stemming from a changing geo-political landscape and rapid evolution of consumer preferences towards more personalized and unified shopping experiences. COVID-19 significantly hastened these trends and also highlighted new imperatives of resiliency. Join this session with Microsoft Dynamics engineering leaders of Commerce to hear about latest product features and plans. Get insights into how the Connected Commerce suite of products can help you thrive in these challenging circumstances.

This session is appropriate for all levels, starting at Basic.

Learn how to use Imperative development techniques in PowerApps to increase their … power. Use advanced mathematical formulas on table records. Understand best practices to test your application to make it bullet proof and improve performance of your application. Make your application robust and resilient by implementing offline capabilities.The content of this session is geared toward an audience with advanced-level knowledge of the subject area.

When establishing security roles in Microsoft D365, it is important to institute a robust security design with minimal security risks resulting from Segregation of Duties (SoD) conflicts and excessive sensitive access. Failure to reduce SoD conflicts and needless SA will result in unexpected risks and audit findings due to a lack of checks and balances in place. The out-of-box security roles inherently contain security risks that when assigned to users, foster a risky environment. In this session, we will discuss security risks, security design, and how to implement the security roles in D365.

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.

Learn from our engineering leads for Supply Chain Management of all the great investments being made for Wave 2, 2020.  This session will cover Inventory, Warehouse Management, IoT, Asset Management and all things Supply Chain Management related.

This session is appropriate for all levels, starting at Basic.

“What gets measured, gets managed.” – Peter Drucker In this session we will dive into how to setup dashboards that can actually be used to improve results. You’ll learn about the 5 categories of dashboards, a process for designing dashboards, 3 of the frustrating limits of CRM dashboards and how to work around them. You’ll also learn the top 10 best-practice metrics for sales reps, customer care, marketing, managers and executives – and a visualization of how they should look in CRM dashboards.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

Additional credit management functionality has been added to Dynamics 365 to enhance your ability to better track credit limits for customers, block sales orders from credit risk customers, and automatically release sales orders from credit holds. In this session, we’ll demonstrate how a customer’s environment was configured to maximize the use of this new feature. We will demonstrate multiple ways in how the credit management functionality better served the customer’s business.

This session is geared to users with a beginner to intermediate-level knowledge of the subject area.

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

Learn of the new capabilities being released as part of Wave 2, 2020 for Dynamics 365 Finance (including Globalization), Dynamics 365 Project Operations, and Dynamics 365 Human Resources.  During this session you will take away what is new and how each of these offerings complete your business requirements.  

This session is appropriate for all levels, starting at Basic.

As 2020 progresses, finance departments are tasked with becoming leaders in digital transformation by creating resilient organizations that can manage business disruption in AP and procurement processes and prepare for unknown challenges that lie ahead. These initiatives will be crucial in determining which businesses will bolster productivity, enable a remote workforce and drive growth and which will fall behind. Attend this solution showcase to learn:•    How Dynamics users are using digital transformation in the “new normal” to achieve a truly touchless invoice management process•    The importance of automation in establishing visibility and control of cash flow, DPO, and liabilities across all entities globally•    Why finance organizations are leveraging cloud-based automation for accounts payable as a priority in 2020 for ensuring continuity across their organization•    The importance of leveraging Microsoft’s Preferred Solution to meet the needs of your existing ERP(s), while being flexible enough to support your operational requirements through upgrades and changes

In this session, we will through implementation journey of customer who retained their POS investments and using power of Dynamics 365 F&O for Finance, Purchasing, and demand planning operations. Many retailers have investments made in POS systems over the years with many proprietary investments.  You don’t have to throw them away if you want to utilize the power of Dynamics 365 Finance and operations. The Dynamics 365 platform is built with rich integration capabilities and can support a strong backend to your POS. While Dynamics 365 has rich retail/commerce functionality, application was architected to support taking a supporting use case and adapting the platform in an agile method.

By end of this session, you will understand:
-Key integrations
-Designing a functional architecture and keeping it simple
-Rich Integration Toolbox with Dynamics and use cases
-Validation and testing strategy

 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.

If you’re a Microsoft Dynamics user, a whole new world of cost savings and customer satisfaction has just opened up to you. Available through Microsoft AppSource, BluJay Gateway for D365 is a Microsoft Certified Dynamics 365 Finance and Operations Module that provides secure, real time and easy to manage integrations between BluJay’s transportation and global trade solutions and Microsoft Dynamics.

Learning Objectives: 

•Designed for D365FO users 
•Fully integrated with Microsoft Dynamics 365 Finance and Operations
•Superior cost management & automated workflows
•Frictionless Trade Compliance and enhanced customer service
•Enhanced Parcel and TMS Solutions

Our Transportation Management solution is an all-inclusive transportation hub focused on simplifying, optimizing, and providing visibility to all transportation activities regardless of mode or geography. With one platform and workflow for transportation planning, execution, settlement, and procurement, Transportation Management delivers increased efficiency and reduced spend.

Learning Objectives: 

•Centralize control of the entire transportation process
•Provides visibility across the entire Global Transportation Network (GTN)
•Quicker ROI with self-funded tool; typical payback within 6-9 months
•Agile, scalable platform adapts and grows with your business
•Delivers better customer service, with flexibility to respond to changing demands

This session will be a refresher on the components that make Microsoft 365 a compelling platform as well as diving into specific use cases of the components within the stack that include enterprise mobility and security.

Newly or recently assigned as sys admin? Overwhelmed by the Unified Client Interface (UCI)? Trying to solve new business requirements? During this live-environment demonstration, let’s explore some confidence-boosting basics and exchange ideas to supercharge user adoption. You’ll see in action the Maker portal, personalized settings for you and your users, themes, helpful view features, UCI transition tips, data management best practices, and automation with processes and flows.

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

Customization with financials and project functionality PLUS the power of paperless automation? That’s what you get when you integrate MetaViewer with SL. Learn how implementing MetaViewer with Dynamics SL allows companies to eliminate manual data entry by automating high-volume, repetitive tasks for increased efficiency and enhanced spend management.

Microsoft Dynamics SL continues to be a solid solution for our customers.  For those customers who look to move to the cloud, Microsoft Dynamics 365 Business Central is the best option.  But how do you get there?

Attend this session to learn about the SL Migration tools built to upgrade an SL customer to D365 BC.  In addition, SL features are being added to D365 BC for the SL Customer base called the SL Overlay.  Attend this session to hear what is available now in the SL Overlay and what is on the roadmap.

Upon competition of this session, participants will be able to describe the:

SL Migration tool

SL Overlay features

Roadmap for these features

Level: Intermediate