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Dynamics 365 CE / CRM

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.

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

As more companies are moving to a subscription model, billing and revenue recognition are becoming more complex. Can your ERP handle your complex billing needs? What about the new revenue recognition rules (IFRS 15)? Join Binary Stream as we share our Subscription Billing Suite for D365 (both F&O and BC) through the eyes of a customer with needs beyond what could be handled out of the box.

Create, execute, and maintain end-to-end test suites for the Microsoft Dynamics family of products and integrated web-based platforms without the need for any coding. Minimize time spent creating, updating, and maintaining your test suites with each Microsoft update and maximize the amount and variety of your automated tests.

In this session, we will discuss various options available to implement data integration solutions for Microsoft Dynamics 365 platform, including Azure Service Bus, Logic Apps, SSIS among some other options. We will also talk about some best practices and design patterns that you can leverage in your Dynamics projects.

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): Manage Data

This session will demystify ALM processes, outline the benefits of using them and demonstrate how easily they can be implemented. Plus, the speakers will share a simple and easy-to-implement method that can be used for medium-size projects, as well fast enough to be viable even for the smallest projects.

Over 80% of organizations struggle with adoption and user satisfaction at some point in their CRM journey. This session walks through dozens of approaches to adoption to have proven successful in different corporate cultures. You’ll walk away of ideas and practical steps to take to get your users, leaders and managers to learn to love CRM and show a proven ROI.​

In April 2018, Microsoft launched its first application to leverage the Dynamics 365 CDS architecture and Unified Interface, Dynamics 365 for Marketing.  With a vision toward seamless customer engagement from anonymous web visitor through post-purchase advocate, see how this newest application is holding up.  We explore the unique capabilities and advantages of this application, and also share some of the challenges it faces. 

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): Manage User Experience Design.