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!​

Flow by itself is amazing but how do we bring Flow into Dynamic’s 365? What type of actions can Flow do for us in Dynamics 365 and how can we deploy them from one instance to another? Learn how to configure the Flow integration with your Dynamics 365 instance, understanding Data Loss polices to protect your data, deployment considerations, and explore some of the actions that Flow can do.

If you have only ever played in the Power BI Desktop, and never ventured into the Power BI Service, you…

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.

Hi folks!

In the last few days we have observed several news about the Coronavirus that started in China and around the world today is globalized in several regions of the world!

My concern is to understand the seriousness of this moment and nothing better than numbers to reach the conclusion that the situation is critical!

Take a peek at the results and insight to the User Group Community Hack4Good virtual event that was held at Summit Europe: 27 June 2020!

Béat Bucher and Steve Erbach, GPUG All-Stars, show you how to use everybody’s favorite program (Microsoft Excel!) to give you two ADVANCED GP Administrator’s Dashboards; with a high-res view of which users are doing what in GP; GP record locks; disconnected SQL sessions using up GP licenses; stuck GP batches; and a highly attractive, C-Level graph of weekly GP user activity!

We get the most value from Power Platform when we truly embrace it as a platform. In other words, while the component parts — Power BI, PowerApps, Flow, Common Data Service, and even Dynamics — are incredible tools in their own right, the more we knit them together, the more valuable they become.

But how do larger organizations truly adopt that platform at scale? How do we maturely infuse enterprise management, governance, and best practices into our adoption such that we empower our business users to buil

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

This session examines analysing data through the use of maps in Power BI. We’ll cover the best visuals to present certain types of data, and discuss the pros and cons of each. This is session is presented through back to back demos each showing how to create all the techniques being demonstrated. We’ll cover the out of the box map visuals and also some of the more advanced custom visuals too, showing how to get the best out of each of them.

Learn a fast, intuitive and easy to configure platform that combines the power of Dynamics365 and Model-driven Power Apps. We will demonstrate, how to set up and configure a model-driven Power App, and showcase the capabilities of the Power Apps Component Framework.

Many organizations are adopting the Power Platform because PowerApps and Flow make it so quick and easy to build business solutions without any need for the traditional software development life cycle. However, the ease of use of PowerApps is a double-edged sword. While it’s relatively easy to get up and running with PowerApps, you’ll also find plenty of ways to get yourself in trouble and to create the canvas-app-from-hell that’s impossible to maintain and evolve.

#TipTuesday blog posts!

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.

This is the first of the many videos on PowerApps Hidden Gems series.

These videos will focus on the hidden features available in PowerApps that at first glance do not seem very useful, however, upon a close look can take your app to the next level.

This video focus on:

1) Gallery rows / columns
2) Gallery items pop and push
3) Template fill
4) Confirm before you close &
5) Hide PowerApps ribbon

ancora Software, Inc. is an innovative provider of Intelligent Process Automation solutions including Intelligent Document Classification and Data Capture. Our IPA solutions with patented artificial intelligence and machine learning help companies eliminate costly manual steps in their business processes such as document classification, and manual data entry. Businesses using ancora Software achieve faster and less expensive business process automation and better controls over valuable critical information

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.

Microsoft Dynamics GP has been updated to include several new features. The latest update was released in early October 2019 and I am VERY excited to say that the new features do NOT disappoint!

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.

Summary of the Top Tips for 2019!

​This session will share strategies and techniques for ensuring successful user adoption whether you are in the planning stages or having current adoption challenges that are impacting your organization’s ability to maximize the benefits from your Dynamics 365 based systems.

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

How do you know who has access to what? What are the best practices for managing your BC/NAV security? We’ll discuss how to create a good process to make sure employees can do what they need to and not what they aren’t supposed to. This session will cover the steps required to set up a new user in BC/NAV. We’ll also review the processes to assign permissions, manage user groups, set up warehouse security and how to create customized permission sets including a demonstration of the permissions recorder. Bring your questions, real life stories, and be prepared to share how you manage BC/NAV security in your company. This session will combine How-To presentations with interactive discussions to share best practices and fresh ideas.
Learning Objectives:
How to create a new user.
How to assign permissions to users.
How to create and manage permissions.

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