Attendees will learn:
• A method for working together as a team to continuously discover metrics that will change behavior, improve the customer experience, and lift the bottom line
• Where adoption metrics overlap with performance metrics – and how to use both to drive change
• The difference between descriptive, predictive, and prescriptive analytics – and when to use each
• Simple analytics techniques to segment your customers for differentiated treatment
Join fellow users in your quest for certification with Microsoft for D365 Supply Chain Management, Manufacturing MB-320! Sessions are a combination of MVP and expert presentation that focus on what you can expect to see on the test, followed by roundtable discussion. Session 8 provides a final review of the important concepts covered in the previous study sessions.
Join Microsoft experts for a presentation and discussion on what Microsoft is doing right now to ease the mandatory policy for continuous updates for Customer Engagement and Finance and Operations users, allowing you to pause updates for a period of time. We will also discuss changes to deadlines for deprecating legacy features, such as the Customer Engagement legacy web client.
Join us for a step by step demonstration on how to build a D365FO Power BI Embedded report from start to finish using the free capabilities of Power BI Embedded. We will start by creating an Aggregate Measurements and Aggregate Dimensions. From there we will publish to the entity store and build a Power BI Embedded report from the D365FO Entity Store. To wrap things up we will view the report within D365FO!
Are you firmly planted in the Chain of Command Camp, or perhaps you’re an Event Handler Holdout? Attend this webinar to see why neither of these frameworks is “one size fits all”, and discuss where each tool shows its strengths.
With Dynamics 365 Remote Assist, technicians can collaborate more efficiently. And with Dynamics 365 Guides, you can significantly enhance the effectiveness for your learning. Let’s put Remote Assist and Guides together for the most effective on-site assistance service that your organization can deliver!
Take a deep dive into the world of security and report distribution in Microsoft Management Reporter. Look at various ways to distribute reports using the Report Library, SharePoint or publishing to a shared folder. Learn how to apply security at the folder and tree level and automate report generation. Please note: Management Reporter Version Compatibility: MR is not available for new installations of GP, AX or SL.
DocuSign provides D365 Connector, however if you do not want to spend on the connector and yet use DocuSign with CRM, this webinar is for you. Here we will explore how we can leverage Power Automate to create the proposal, send it using DocuSign Business Pro Account, save the proposal and its signed copy in SharePoint, close quotes and opportunities once proposal is signed, all of these with minimum human interference.
Bluestar PLM for Microsoft Dynamics 365 for Finance and Operations or Microsoft Dynamics AX. You’ll be able to see for yourself how our ERP-based PLM product is suitable for your company and your daily operations/procedures. We’ll wrap up with a Q&A session with several of our existing customers who can share how easy it has been to build various scenarios in response to COVID-19.
Supercharge your advanced knowledge of T-SQL by learning techniques like dynamic SQL, the FOR XML clause, and advanced JOINs. We will cover some of the newer SQL Server functions such as TRY_CONVERT and FORMAT. All examples will be practical code using the Dynamics SL schema. We will also demonstrate some methods to make your SQL code perform better, including temporary intermediate tables, speed testing, and recasting.
Does your organization “own” perpetual licenses for your ERP software? Do you have aging on-premise servers in an IT closet somewhere in your business and wonder if now is the right time to venture into the cloud? Your are not alone! Check out this blog for perspective and ideas to help you manage the ambiguity of considering a cloud migration!
Join fellow users in your quest for certification with Microsoft Dynamics 365! Study Group sessions are round table discussions across a variety of topics and themes applicable to the Microsoft Certification listed. Please review the following topics for this week’s discussion on the MB200 Certification (Microsoft Power Platform + Dynamics 365 Core): Perform Solutions Deployment and Testing.
With Flow, we can now be notified of everything from new entries to customer overbalances. Learn about the many new flows from Microsoft Dynamics SL 2018 CU1.
Join fellow users in your quest for certification with Microsoft Dynamics 365! Study Group sessions are round table discussions across a variety of topics and themes applicable to the Microsoft Certification listed. This week’s discussion on the MB200 Certification covers a second and final review of the material.
Do you have an Office 365 Account? Are you using Planner? If not, you should! Let’s explore Microsoft Planner and all the great organizing tools within it. We’ll cover creating a new plan, assigning tasks, updating progress, staying on schedule and more. Perfect for managing your team in the office or from afar!
In this session we will sort through the requirements, discuss the best practices, pitfalls, gotchas, planning tips, and much more necessary to successfully upgrade your Dynamics 365/CRM. You will come away with a comprehensive checklist of server requirements, security configuration and guidelines, client deployment strategy, change management ideas and training plan. We will also review migration versus in-place upgrade, email processing, and handling customizations and processes.
ExFlow is the premiere AP Automation solution built inside D365 FO – recently selected by Microsoft as a preferred AP Automation solution for D365. At the Summit this year we’re going to be show case how ExFlow can automate the AP process and how our new machine learning capabilities can enhance efficiency even further. All the power of a best-of-breed AP Automation solution – all inside D365, no integration necessary. Like an add-on should be.
Visit us at our virtual booth
This session will walk you through the basics of building trial balance statements, company income statements and departmental income statements using Management Reporter. This session is perfect for anyone who has never worked with Management Reporter as well as intermediate users. Upon completion, participants will be able to build a summary trial balance statement, and build a company-wide income statement and departmental income statement.
Join fellow users in your quest for certification with Microsoft Dynamics 365! Study Group sessions are round table discussions across a variety of topics and themes applicable to Exam MB-210: Microsoft Dynamics 365 Sales.
Presented by: @Kristine Dyess
As Power Pivot and Power BI consultants at PowerPivotPro, we see a lot of data models. We will review data model best practices and reasons why one approach may be better to adopt versus another approach. We will explore data models built in a traditional database environment like SQL and data models built using Get Data/Power Query. Join me for tips and tricks that will enable you to review your existing data models and ensure you’ve got good data models!#UnifiedOperations#CustomerEngagement#Intermediate
