Dynamics 365 CE / CRM

EDI is mission critical for many companies moving to D365 Finance & Supply Chain Management. And the smart companies are seeing why their EDI choice can help their implementations succeed. 

During this session you will learn: 

1.How to minimize impact on your trading partners while you go through an ERP change.
2.How to avoid D365 software customization for EDI and stay up to date with regular Microsoft D365 updates. 
3.How to leverage your EDI solution to validate the data migration.
4.See a working integrated EDI solution in action.
We will end the session with a Q&A with our VP’s of Operations & Technology.

Just thinking about the many options now to deliver advanced reporting and analytics will make your head spin! Attend this session to discover the options available for Dynamics 365 Finance & Operations including embedded power, data warehousing, and Common Data Model (CDM). A D365 and business intelligence expert will review and discuss the benefits and drawbacks (price, development time, security, approach, scalability, etc.) for each.

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.

Join this session to understand how to trace inventory related transactions through Dynamics SL. You will also learn the underlying tables in the Screen and  how to use linked screen to explore detailed information about Inventory Items

Planners and planner-buyers are the only source of solutions! But they are much better at it when educated and armed with decent MRP software. In this session, Nigel Cox will discuss best practices and warn of common faults and misconceptions about this widely misunderstood and mis-used toolset.

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.

See how the nation’s leading lawncare provider is using Dynamics 365 Marketing to deliver multi-channel communications nationwide from one system.  After years of anticipation, multi-channel marketing from the Dynamics 365 platform is finally here.  Social, SMS, telemarketing, print, and email, all from the same platform.  Leveraging Customer Insight, the Power Platform, and Dynamics 365, this market leader is engaging nearly 100 million households every year. Participants will see the full scope of Dynamics 365 CE functionality.  Participants will understand how to align and extend Dynamics to achieve broad multi-channel marketing from a single platform.

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

Level up your customer service solution with features of Omnichannel Engagement Hub and how they can take your customer service solution to the next level. We will look at the benefits of the multi-session dashboards, real time engagement such as chat, advanced case routing and sentiment analysis. The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

The Allocator is a very powerful module in the Project Controller suite.  It can make your days light and breezy or can leave you pulling your hair out.  Join us as we get into the Allocator module and look at the many ways it can help you in your day to day tasks.    From Labor Costing to Expense Markups to Revenue and Invoice line item generation – Allocator can do it all! 

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

Level: Intermediate

This session is a case study for designing and building an application security framework that supports the needs of a large manufacturing company, and also drives least-privilege access and business ownership of security roles and risks during a D365FO implementation. We will start with an overview of how U.S. Venture, Inc., designed its security roles by building a segregation of duties rule set, and creating compliant task-based roles as the foundation for ensuring appropriate access and proper control throughout the D365 environment. This presentation does not require detailed knowledge of D365 security.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

Join us for a discussion with AXIA’s Consulting’s D365 Practice Lead, Doug Blitzer, Managing Director John Tierney, and CIO of Performance Health, Adam Shapiro to learn about about  the critical importance of a holistic business analysis when considering an implementation or upgrade to D365 from AX and/or other ERP systems. We will look at:•     The top 5 areas to evaluate when considering the move to D365 from AX (or any legacy ERP)•     Why a holistic approach centered around business value is critical •     Understanding where the opportunities lie for process improvements and efficiencies to help set the objectives for the implementation / migration project and bolster any supporting business case•     Considerations when performing the assessment and building the implementation / migration plan•     Determining is your organization ready?  Is the timing right?The content of this session is geared toward an audience with beginner-level and higher knowledge of the subject area.

Does the document management system you’re using (or considering) come up short as transaction volumes increase and workflows become more complex? 

Are you constantly switching among ERP, CRM, and other systems looking for documents, email, and other electronic files? 

Have you ever screamed WTF (where’s the file…or email) in frustration?

Join the Datahaven team as we highlight how Datahaven 365 and its advanced scanning, OCR, and workflow approval solutions streamline paperless processes for:

•AP automation
•procure-to-pay and
•quote-to-cash
And these are just some of the solutions we offer. 

With its patented virtual folder structure, Datahaven 365 is the only embedded document management solution available across a full range of Microsoft applications and platforms, including 

•Finance & Operations
•Customer Engagement
•Business Central
•Power Apps
•Outlook and 
•Teams
By attending our session, we will automatically register you for our Summitland giveaway, a $250 Amazon gift card!

Every Dynamics 365 implementation is a change management project. The cornerstone of change management is training. Most training in Dynamics 365 Finance and Supply Chain projects are openly acknowledged but poorly executed. Join us to hear about a large home improvement retailer’s training journey and their success.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

Web Apps provides opportunities to remotely access Microsoft Dynamics SL. Attend this session if you are a general Dynamics SL user to see a live demonstration of Web Apps and how you can remotely, on any device, access Microsoft Dynamics SL data and features. This session focuses on Quick Query, Reporting, Maintenance screens and more.

Upon completion of this session, participants will be able to describe the Web Apps non-project features, including:

Maintenance screens

Quick Query

Web Apps Printing features

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

Level: Basic