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!

This session is going to address using Azure hosted agents to create builds. We can automate the process of building X++ code and creating deployable packages on any build agent that runs on Microsoft Windows. We will address the following topics:

– Prerequisites required for setup

– Preparation required in Azure DevOps

– Configuration of pipelines

-Limitations

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

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

Learn of the new capabilities being released as part of Wave 2, 2020 for Dynamics 365 Finance (including Globalization), Dynamics 365 Project Operations, and Dynamics 365 Human Resources.  During this session you will take away what is new and how each of these offerings complete your business requirements.  

This session is appropriate for all levels, starting at Basic.

A tips and tricks seminar on how to be able to organize and manage canvas apps with extremely large amounts of “”low code””.Learning Objects•     Use the Canvas App Packager to be able to extract and check-in code.•     How to use buttons to make smaller reusable sections of code.•     Suggested naming conventions to followWhen threading actual matters.Session Level: Basic

Everyone would love to carry just enough inventory to meet their demand and nothing more.  Achieving that is easier said than done.  Business Central has some flexible tools to help you take a step in that direction.  In this session you’ll learn how the Material Resource Planning (MRP) functionality works and we’ll see some examples of replenishment suggestions that are system generated.  We’ll also talk about the best way to approach implementing MRP in your organization to maximize your potential for success. 

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

Level: Intermediate

Was your first thought “What is a Data Model?”, if so this session is for you. If you know what a data model is but want the Power BI perspective, this is also for you. When you think of optimization, the first thing that usually comes to mind is speed. Often overlooked are the things you should do to your Power BI solution to make it easier for end-users to consume, which sets you up for successful end-user Self-Service. In this session we will go over the data modeling 101 and the top things you should do to enable Self-Service

Role-based security and the concept of “Teams” are two of the powerful building blocks provided by D365 CE for a successful security design. Proper utilization of security roles requires an understanding of privileges, access levels, and how to properly setup your system organization hierarchy to serve as the dependable foundation. In this presentation, we will discuss how to modify out-of-box roles to create custom security roles tailored for your organization and how to utilize “Teams” for improved flexibility within your security hierarchy.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

Join us for this how-to session, where user member Glenroy, a packaging distributor, shares how the company approached its D365FO implementation. We discuss the implementation plan, as well as share  best practices and lessons learned in a company that has  complex supply chain processes.

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.

As the Coronavirus outbreak has spread, unprecedented challenges have arisen in distribution centers all over the world. Extraordinary measures have been taken to keep goods and services moving. Leaders in supply chain are building swift & agile response capabilities in order to mitigate the fallout from the crisis. Yet most organizations are still learning to cope with this new reality, and its post-pandemic impacts on warehouse operations. The need to quickly develop and adopt new capabilities that ensure long-term resiliency is now firmly on everyone’s minds.

This session will specifically address 3 fundamental shifts, their impacts on the DC, and how to build the capabilities required to maximize resiliency and long-term sustainability.

1.Consumer Consumption Changes 
2.Re-Shoring Manufacturing
3.Robotics and Automation
Integrations with Business Central will also be highlighted in the Enabling Technologies portion of the presentation.

Your financial statements do not have to be the typical accounts-down-the-left, months-across-the-top financial statements. Dynamics 365 Financial Reporting gives you flexibility in how you define your rows and columns using any of your dimensions, accounts and periods. Learn how to creatively display general ledger data in useful, easy-to-understand ways.

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.

Discuss some of the common issues experienced when customizing a screen in Dynamics SL. In this session, participants will gain comprehension of customizing Dynamics SL and how to resolve some common customization issues. 

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

Level: Basic

This session is focused on the best practices for data migration and upgrade from Dynamics AX 2012 to Dynamics 365 Finance & Supply Chain. With data migration and upgrade projects, the best practice methodology followed is to execute these upgrades in a prescribed manner to limit risk and costs. We’ll review leveraging the available tools as templates, DMF Data Management Framework and RSAT regression testing. Their usage depends on the client’s needs for the migration and upgrade.
Project leads, Technical leads, Architects, Developers, Database specialist will learn from a best practice and proven approach to executing a data migration and upgrade in three phases; Analyze, Execute and Validate. This includes analyzing the data and code upgrade, setting up Azure LCS, performing the upgrade to plan and validation of the upgrade before cut over to production.

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

With the release of Azure Data Lake and surrounding technologies, it is easy to see why there is hope within the AX and F&SCM communities for a better reporting solution than BYOD. Attend this session to gain a fundamental understanding of what an ADL project may entail, its time frame, estimated cost, and the resulting reporting options available to finance teams to make meaningful business decisions. It’s always best to have clear visibility and understanding of the full implementation cycle before making an investment in a new technology.

PowerGP Online takes your Dynamics GP to the cloud – but it also provides you with a new arsenal of custom-built modules that enhance your GP experience. Learn about how to best use these complimentary, PowerGP Online exclusives to bring added ease and robust capabilities to your daily processes.

Luck Stone needed to save customer invoices that are automatically generated during the posting process in D365FO to their Customer Portal. They needed a solution without heavy customization, resistant to Microsoft monthly updates, but also seamlessly integrated with Print Management. Additionally, they wanted to utilize Azure Event Grid which supports Azure blob storage events. The problem was, how to automate saving invoices from D365FO to an external Azure blob storage and trigger Azure Event Grid. Luckily, they found a simple solution! By attending this session you will learn all about it and be able to apply it in your D365FO implementation.

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.

Get ready to dive deep into the Dynamics GP Manufacturing modules! 

This hands-on training course from instructor Sunny Mattoon explores the extended manufacturing and planning capabilities of the Dynamics GP Manufacturing Series. 

During this incredibly practical course you’ll be guided to:

•Conduct the calculations, setup steps, and processes required to successfully operate MRP. 
•Utilize Dynamics GP in a make to order environment by generating Manufacturing Orders from Sales Orders and creating a Configurator for custom Bills of Materials. 
•Process manufacturing orders that include outsourced work by creating the appropriate work centers and linking Purchasing Order / Shipping activity. 
This class is essential for anyone who would like to use MRP or implement GP Manufacturing in a Make to Order environment.

Learning Objectives:

•Understand MRP calculation options and how to respond to the regeneration output
•Process Manufacturing Orders that include Outsourced services
•Create Make-to-Order manufacturing orders from sales transactions
•Set up and utilize the Configurator
Instructor: Sunny Mattoon, CPIM

Audience: Dynamics GP user, support or implementers

Level: Beginner to Intermediate

Prerequisites: Students should have a strong working knowledge of Microsoft Dynamics GP – Inventory, Sales Order Processing, Purchase Order Processing, Manufacturing Essentials (Bills of Materials, Routings and MO Processing)

Preparation: Please bring an internet capable Windows PC to class for the Academy hands-on training environment.

You have been automating all your business processes with Power Automate and want to take them to the next level, but don’t know how? 

There are tons of actions that can be added to Flows but having too many of them may become extremely overwhelming, especially when building large Flows. 

Using expressions can help in reducing the number of actions a Flow can execute, which reduces the runtime of the Flow. 

In this session, you will learn how to embrace expressions, which actions can be replaced by expressions, and how to build them by seeing some awesome, real-life  solutions.

Session Level: Intermediate

For GP admins, there is often a need for some basic SQL skills and knowledge. You may not have an IT background, but with some light training you can find the details on how to navigate SQL Server Management Studio and perform some valuable SQL tasks. This session with give an overview of that navigation as well as cover some of those key SQL functions including backups and maintenance as well as the table structure and the intro to report writing with views. If you are a GP admin looking for additional SQL knowledge, this session is for you.

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.

Customer expectations have historically evolved faster than business applications. This has usually resulted in a gap between a business’ CRM-related tools and processes, and the demand by their customers for a personalized, timely and meaningful experience. Today, however, the technology has finally caught up. Learn how recent innovations can empower your organization to move beyond internally-focused sales and marketing processes to deliver individually tailored customer-centric experiences.

Join EasyTerritory Co-founder, Benton Belcher, for an engaging session showcasing how to build immersive reports and dashboards for territory management using Power BI and the Azure Maps-based EasyTerritory Territory Map Visual.  We’ll explore strategies for building optimizes territories in EasyTerritory Azure App, and publishing the results to Power BI for sharing and collaboration across the enterprise.

Whether you’re a supplier, manufacturer, or a buying organization, join Chrissy Mathison to explore how our Full-Service EDI solution can help automate your network, reduce manual entry and save you time and resources.