In today’s business climate, where the focus increasingly is on remote work and digital solutions, user adoption has never been more important. ClickLearn ensures the success of any Microsoft D365 CE implementation or upgrade project by enabling authors to deliver more and better content for training and documentation. In this session, where we unveil a whole new user experience, you will see how you can record your processes and with a single click, produce a complete e-learning portal in 45 languages with step-by-step instructions, virtual assistance, e-learning, and process videos. You can use the virtual assistant to guide your users from within your live solution.  

You will also see how the Replay function lets you automatically update any existing content (including screenshots) to reflect updates to Dynamics 365 for Customer Engagement – including any third-party applications. This feature is particularly relevant for large, global organizations because you can also use it to automatically create language versions of your content with a single click.

While you know you need the tool, the headaches and politics you have to maneuver through just to get a solution can be daunting. The last thing you want is for the onboarding to drag on and suck more time from your team, ultimately decreasing morale.

It’s a Classical problem, lots of time spent on lists of data in Excel – adding formulas, formats, filters, totals.  Then, after you add a New Wave of data everything has to be updated again?  Jazz things up with an Alternative method.  Use Excels Tables and eliminate your Blues.  Swing into this session and find out about Slicers, Timelines, Filters and other .  Don’t be a Punk and miss out.

This session is geared for an audience with an intermediate skill set.

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

This session will touch on several aspects of Fixed Assets, beyond the setup windows and into the practical use of the module.

Learning Objectives:

•Learn how to import assets into your GP Fixed Assets from your old system using Excel
•Learn ways to expedite the month-end close process
•Tie out depreciation and gain efficiency in your process

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.

Back by popular demand!  Pricing can have complicated requirements. D365FO can support these complicated business requirements in many different ways.  In this session, learn how sales pricing can be defined starting with a base price and adding layers of complexities through various options, such as: Trade Agreements, Customer Rebates, Trade Promotions, Commodity Pricing and Attributed Based Pricing.  See how Price Details and Margin Alerts can also be used to understand the final calculated price.

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.

A User Summit CLASSIC. These tools are free and you didn’t know they exist. You are going to wish you knew about these since the day you started working with Dynamics 365/CRM. 90% of this session is demo-based.

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

Do you want to know how to upgrade your career in Business Application? 

Join this session which will give you an overview of the current business application space, types of organizations, careers and how to make the most out of your time to progress in the direction you want to. 

It will feature 10 tips on specific business application careers, where to invest your time and HOW.

Session Level: Basic

How much Data is too much? Are smartlists and reports running at a snail’s pace?

Let’s discuss Data clean up and Maintenance practices.

We’ll cover GP Utilities and Routines that can assist.

We’ll review GP data archiving options.

This session is geared for an audience with an intermediate skill set.

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

Get crystal clear clarity on the key differences between an upgrade and a re-implementation. We’ll provide a brief analysis on the cost, time, technical challenges, and the final output of these two different paths to updating Dynamics NAV. We’ll also discuss what critical factors lead companies to upgrade or re-implement. We’ll also answer questions about your unique scenario to help guide you to make the best decision for your company. 

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

Level: Basic 

Key customization’s can significantly speed up data entry.    Find out how simple it is to remove unneeded fields, remove tab stops, add commas in numbers, make fields required, add user fields,  freeze panes in a grid, and more.    No programming experience needed!

Level: Basic

For many organizations, front line sales and support is owned by employees. What if it didn’t need to be? 

Join us for a session dedicated to how Power Virtual Agents can add immediate value to your Power Apps (or other!) portals.

Session Level: Intermediate

Power BI can get really complicated, really fast.  How do you cut through all of the technical terminology and just use it?  How do you know when you are over your head and need to ask for help from a technical resource? At this session you will:

Find out what Power BI works well for and what it does not

Get strategies for how to communicate with your developer

Learn strategies for deploying reports to various roles in an organization

Learn what an Excel user can reasonably expect to be able to do in Power BI

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.

Join this session to learn the latest Power Apps updates from Microsoft.

 Session Level: Basic

This session will explain how Generix Solochain WMS has been implemented at Kong with its unique adaptive project methodology, 100% remotely. 

The complexities of a WMS implementation traditionally required support teams to be on site for extended periods of time.  When the coronavirus forced travel bans in early 2020, Generix Group was on the cusp of several large-scale WMS Go Lives.  This forced the Generix team to quickly put into practice the most refined elements of project management coupled with the latest communications and project management tools.  The result was 7 successful go-lives in distribution and manufacturing operations throughout the mid-west.

In this webinar, we will detail 12 methods and tools and how to use them in order to manage even the most complex projects remotely – implementation to go live.  From TEAMS Planner, to allocating the right resources, to rigorous communications plans, remote implementations are not only possible, there can be beneficial to your business, and your clients. Don’t miss this highly topical and informative webinar.  

This is session is also extremely relevant and compelling because it shows how Solochain WMS seamlessly integrates with Business Central.

In this session, you will learn what’s new with Dynamics GP, 50 features in 50 minutes. We will focus on the 2 most recent releases, the October 2019 release and 2018R2 in this presentation. In addition as a bonus, the slide deck includes over 40 additional new features released in the past 3 releases (2018, 2018R2, and October 2019) which we will not cover during the presentation due to time constraints, but you can review the slides for the bonus content at your leisure.

Some companies allowed remote workers in the past, yet others have not until the Coronavirus arrived. Security and access to data, like the rest of your business processes, needs to now be looked at a bit differently. The good news is that it’s likely your company has many techniques in place already, or ready to implement. However, some controls are often overlooked, and a since ‘a chain is only as strong as its weakest link,’ it’s critical all security controls are addressed. Discover commonly overlooked controls and the steps to ensure security is not compromised with a remote work force.

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. 

Looking to step your game with Management Reporter for Dynamics GP and SL?  This session will show you how to create three complex reports: a Consolidated Income Statement, A Dynamic 12-Month Income Statement and a Cash Flow Statement.  Plus, learn how to use non-financial data (or KPIs) to present data to your executive team. 

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

Level: Intermediate

In less than an hour, learn over 50 tips and tricks used by Management Reporter users in handling their financial reporting requirements. Sort data. Run multiple reports at one time. Set security by department. Learn about all of these plus many more.

This session is geared for an audience with an intermediate skill set.

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

AR Automation does not have to be complicated… Make it easy on your business to make it easy for customers to pay you! Join Meredith Mitchell from Versapay who will showcase ChargeLogic, Versapay’s payments, invoice, and AR automation solution, integrated with Dynamics 365 Business Central.

While PowerPlatform offers connector for Business Central to 50+ prebuilt exposed API’s, there are reasons why you would need more. And this ‘more’ can come only through custom connectors. That means if you add some custom field, or if you want to connect PowerPlatform with nonexposed tables, you will need solution.

In these scenarios you need to build API’s and custom connectors. This is not so complex but requires a bit different approach. At this session, you will see how to expose custom API, how to build custom connector and create Power App and Power Automate based on custom scenarios. 

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

Level: Advanced

Come find out how to process your Revenue and Expense Deferrals in GP.  

Do you have Prepaid expenses? Let GP defer that expense.

Do you have Revenue Recognition requirements?  Let GP process your revenue recognition schedules.

We’ll talk about ASC606 compliance.

We’ll discuss the pros and cons of GP’s Deferral module.

This session is geared for an audience with an intermediate skill set.

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

We all know there will be gaps in functionality between your customer’s requirements for manufacturing and what Business Central provides. But how do you bridge those gaps? We’ll discuss how to use extensions, both private and public (aka Apps), to provide the additional functionality you need. We’ll also cover how to leverage add-ons and embedded IP (private extensions) through a case study focused on meeting a company’s manufacturing requirements. 

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

Level: Basic 

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

Today’s customers have high expectations for immediate shipments, and the accuracy and efficiency of your internal processes are key to meeting these expectations. Come explore how Lanham’s approach to fulfilling and shipping orders will keep you competitive. Whether you ship from sales orders or a warehouse management system, we have great options for you—and some of the lowest prices around for shipping in the cloud.