This targeted hands-on 2 day training will provide a deep dive experience into building flows with practical scenarios, lab exercises, best practices and more. We’ll cover various flow connector scenarios (SharePoint, CDS, Excel etc.), UI flows (Robotic Process Automation), Business Process flows, Adaptive Cards, and integration scenarios for flows with Power Apps, Power Virtual Agents & AI Builder.

Module 1 – Introduction to Power Automate

•Where Power Automate fits in the Business Application Platform
•Features & components of a flow
•Types of Power Automate flows
•Automated flows
•Instant flows
•Scheduled flows
•Business Process flows
•UI flows
•Flow mobile
•Flow Management
•Flow & SharePoint
•Demos
Hands-on lab exercise 

•Track customer survey feedback with Microsoft Forms and flow.
•Time Tracking with excel and flow button.
Module 2 – Flow Approvals

•Approval action in flow
•Approval types
•Approval Patterns – State Machine, Reminders, Escalations etc.
•Best Practices
•Demos
Hands-on lab exercise – Leave Request Approval flow with SharePoint.

Module 3 – Power Automate + Adaptive Cards

•Introduction to Adaptive Cards
•Post Adaptive card to Teams
•Demo
 Hands-on lab exercise – Post an adaptive card to Teams for approval scenarios.

Module 4 – Flow Expressions & Trigger Conditions

•Introduction to expression language for flow
•Where and how to use expressions
•Expressions in flow Trigger Conditions
•Tips & Tricks
•Demos
Module 5 – UI flows – Robotic Process Automation 

•RPA Capabilities with UI flows
•Types of UI flows – Desktop and Web.
•Best practices
•Demos
 Hands-on lab exercise 

•Currency Conversion using Web UI flow
•Enter data into legacy system of record from Common Data Service (CDS) using Desktop UI flow
Module 6 – Business Process flows 

•BPF Overview
•BPF with Model-driven App
•Best practices
•Demo
Module 7 – Flow Integration Scenarios

Part 1 – Integration with Power Apps

•Power Apps Overview
•Calling a flow from Power Apps
Hands-on lab exercise – Create a pdf file from Power Apps using flow and store in SharePoint

 Part 2 – Integration with Power Virtual Agents (PVA)

•PVA Overview
•Calling a flow from PVA
•Demo – Calling the Graph API from flow & PVA
Hands-on lab exercise – Build a bot to fetch data from Common Data Service (CDS) Knowledge repository using flow

Part 3 – Integration with AI Builder

•AI Builder Models Overview
•Using AI Builder with flow demos
 Hands-on lab exercise – Invoice processing using flow, AI Builder & SharePoint

Module 8 – Power Automate Application Lifecycle Management

•Power Platform Admin Center
•Flow management connectors & PowerShell
•DLP Policies
•Best practices
Audience: IT Pros, Business Users, Developers, Power Users, Citizen Developers

Level: Beginner & Intermediate

Preparation: Please bring your own internet capable Windows PC to class for the hands-on lab portion/class exercises.

Discover a better way to get things done across your organization through digital and robotic process automation. 

In this session, you will understand what Power Automate is and when, where and how you can use Power Automate to boost productivity in your organization. 

Session Level: Basic

Join this session to learn hints and tips to help you prepare for your upgrade.  Information on things you will need to know about the process from someone who has been through it. 

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

Level: Basic

Whether it be an implementation or an upgrade, embarking on a new project presents many challenges. With the current advancements in collaborative technology, a project manager should never go into battle unarmed. I will discuss:

•several tools that increase project success (Power Platform integration, Teams w/ Apps, etc.)
•real world scenario application of these tools/technologies
•tips and tricks on getting the right project reporting out to the C-suite
Just some of the things you’ll know after you attend the session:

•Creating “tasks” in MS Teams and connecting to Project
•connecting Project to a Power BI dashboard for visual representation of your projects/portfolio
•knowledge of various apps and tools that enhance the project management capabilities
•understanding the technology “ecosystem” for your project management
I will also walk through some scenarios during the session and near the end we can open it up for Q&A on the tools so if you’re interested in walking through some of these examples alongside me, please have Teams, Power BI, Power Automate, Planner, Lists and Project installed (if not all, at least some).

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

Level: Basic 

Attend this session to learn about SmartList Designer, the new query building application for Business Central. SmartList Designer enables you to create Business Central queries without requiring a single line of code. This session will also demonstrate how you can manage your queries after they have been created.

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

Level: Intermediate 

How to drive Power Platform adoption in your organization, with a special focus on best practices, setting expectations, and running a Center of Excellence. 

You’ll leave this talk with clear guidelines and materials to apply these principles in your own environment.

Session Level: Intermediate

See an end-to-end supply chain solution from NSM that uses a combination of CE, Power Apps andD365FO to provide mobility solutions for their customers.   From ordering to distribution, the process seamlessly integrates every part of the key business functions.  At NSM (National Seating and Mobility), the company honors its clients’ journeys toward independence, and helps them get where they deserve to go; at home, in their community, and throughout their lives. Let’s get moving.

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.

In this session, attendees will learn how to use Dynamics 365 CE as a tool to organize marketing campaigns and align marketing campaign ROI to sales success. Our discussion will begin with a live, “Art of the Possible” demo of a Marketing Command Center in Dynamics 365. We will then break down the demo step by step and discuss the strategy behind using Marketing Automation and an easy lead management process to make “SMarketing” magic happen between the Sales and Marketing teams.

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

An engaged leader is effective support for your initiatives in your organization.  This presentation will focus on how to engage your leadership, to support the technology.  I will be speaking about the success I have had in my organization as well as many additional encounters with other organizations where the support was not shown, and what has been done to change the thought process of the leadership to understand why their support is so very important to the ultimate success of the organization.

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

In this session, we will design 4 reports using different methods to retrieve and display data in Excel Refreshable reports. We will cover setting up the data sources and why to utilize the reports. Tools included in this presentation are SQL Views, custom Excel Data Connections, VBA code and Excel Query functionality. This session will be an intermediate to advanced session where knowledge of using SQL Server Management Studio, TSQL, VBA and Excel Data Connections is recommended.

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.

Join this session for an in depth look at how the service series functionality works together with the other SL core modules up through the general ledger. Understand the workflow and benefits of the tight integration with the service modules.

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

Level: Basic

The question isn’t if, but when, to make the move to the Cloud. In this session, we will go through the process of migrating a customized on-prem solution to D365 Business Central. We will also cover how you manage your Business Central environments in the cloud. 

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

Level: Basic

Lets talk about those confrontational situations that happen once in a while during Dynamics 365 Implementations and what is the best way to manage them or diffuse them.

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

Top tools and tricks for the Dynamics functional consultant to make your life easier and deliver a better end product for your users.  Based on 5 years of experience delivering projects while occasionally pulling my hair out.

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

Did you just say Power BI for GP Payroll?  Well certainly!  The Payroll table structure in Dynamics GP is unlike other modules, but that doesn’t prevent us from using Power BI to support and enhance your Payroll reporting capacity.  Perhaps you have a system that integrates employee and/or timesheet data into Dynamics GP, and you want to review for miscoding, thoroughness, and investigate or highlight any outlier situations or use cases.  Current methods of review rely on SmartLists, Edit Lists, and SSRS reports, but in this session you will learn a new, more visual way of reviewing payroll transactions in Dynamics GP with Power BI.  We will show you some of the possibilities and even show you the steps to create your own Power BI views for Dynamics GP and beyond as well as an introduction to other Power Platform tools.

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.

Upgrading from NAV to Business Central is a challenge for most businesses—time consuming, tedious, and complex. As experts in upgrades, we’ll demonstrate tools, automations, and concepts that help you speed up processes to make upgrades faster and easier.

1) Learn to understand how automated tools can help speed up the upgrade process and give better performance/reliability for your next upgrade.

2) Use this knowledge to build your own tools.

3) Use this knowledge to discuss these concepts with your upgrade partner.

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

Level: Basic

If Sales Managers are not using CRM to manage their sales meetings yet, then you’re not getting nearly enough out of your investment into Dynamics 365 for Sales. In this session we will explore the three stages of using CRM for sales meetings, driving improvement through both 1-on-1 and team meetings, and how peer groups can use CRM for their own roundtable meetings.

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

Description: Forthcoming

Level: Basic

This session will help you understand the difference and advantages of the Dynamics 365 Customer Engagement Insights offerings: Sales Insights, Customer Insights, and Customer Service Insights.

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

Staying connected to customers is more important than ever before. Engaging customers the way they want means empowering organizations to act on insights across the entire journey, build life-long relationships, and create trustworthy selling and service experiences that are consistent, personalized, and always-on. This session will cover key Dynamics 365 product announcements and the partner opportunity to help companies create meaningful customer experiences in a rapidly changing environment.

With our ever-changing needs of tracking information and not wanting to change our General Ledger account structure, you have two tools with which to leverage to gather data and report on the numbers for projects.  Project accounting allows the tracking of a project be it internal or external whereas Analytical Accounting allows you to do the same thing but is done at the account level only.  Let’s explore the differences of each product.

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.

Come learn what it was like planning for an AX2012 to D365 upgrade at McWane – a global manufacturing company.  With challenges around many global manufacturing sites and a rollout approach that would work for the upgrade, we will explain how McWane sorted through the complexities and set up the upgrade  for success. The session will focus on lessons learned on the approach to customizations, data migration, reporting and organizational change management.

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.

Quickly adjusting to a remote work setting can bring incredible flexibility and also security hazards. Pick up some best practices and ways to make that transition as seamless and safe as possible. Then learn how PowerGP Online can help you in that transition as you move your Dynamics GP to the cloud.

In this course users will learn how to create a workflow for Payables Transactions in Dynamics GP. Route and send documents for approvals to GP and non GP users! Create tasks for users to complete! Email notifications and approval links to users. Add users to the workflow without requiring GP licenses. GP 2016 or newer (versions applicable).

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 awesome session breaks down so many features of GP that can make any finance manager or CFO’s life 10X easier!

Plugins are at the core of custom development for Xrm. This session will look at the common pitfalls of plugin development, and the tried and true best practices for having powerful yet easy to maintain plugins by correctly utilizing a common plugin base and plugin framework.

Leaning Objects:

•     Automatically prevent some of the most common causes of plugin infinite loops

•     How to log every Organization Service request without writing code

•     How to declaratively execute different code based on the plugin context without any if statements, and more!

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

A little direction in application set ups and the functionality available in the system can go along way in productivity and streamlining processes.  Check this video out for a little help from your NAV/BC Friends on your daily business needs!