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.

Do you have critical customer data in multiple databases? Are you looking to consolidate true customer profiles and use machine learning capabilities to drive predictive sales, marketing, or service? This ‘CI in 60’ session will give you the ins and outs of using Customer Insights across multiple data sources, as well as provide a glimpse into the power Customer Insights provides organizations of any size.

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

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.

Running late for a meeting and wished there was an easier way to let your team know? 

Want to check-in and check-out without having to access a mobile app? 

Or track your mileage without having to do to many clicks? 

We live in a cloud-first, mobile-first technology world and hence there must be a better and faster way to get things done, correct?  

Join Daniel Christian, a Microsoft MVP who will walk you through how you can leverage the Power Automate button feature to provide elegant solutions. He will walk you through how you can use the virtual and physical buttons.

Session Level: Basic

Join this session to learn the tips & best Practices in Order Management. During this session we will cover the following:

•Convert Quotes to Sales Orders
•Order Types
•Customer Service Assistant Functionality
•Order Management Processing
•Order Management Wildcards 
•Controlling the Process Manager                                                                                                       This  session will be available for CPE credits pending completion of session survey post event.

Level: Basic

Extending Microsoft Teams to not only bring collaborative tools to your company or project team but also to utilize and build off of the Power Platform’s offerings to automate mundane tasks as well as enhance communications across departments, teams, or any other groups working together on common or different workstreams every day. Session Level: Intermediate

Join us for a conversation with AXIA Consulting’s OCM Practice Lead Bianka Shah and Glenn Keller, Director of IT at CountryMark,  to learn  the value of including a well-organized OCM plan over the project implementation lifecycle.  

During this session, we will explain the model CountryMark used to effectively identify OCM needs, including:

 – 12 best OCM practices for planning and maintaining a  transformation program

 – Return on investment OCM can provide to your project

 – Unexpected benefits found when faced with pivoting in the middle of an ERP rollout.  

With changes occurring daily within our environment due to recent events, we will also discuss how to increase user adoption and sustainment of programs through effective stakeholder management in a remote environment and how to effectively manage remote teams and end users.  

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

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

Are you still writing your plugins from scratch, simply implementing the IPlugin interface?Are you using someone else’s framework, that isn’t really designed for the way you code?Have you tried all the open source alternatives and still not found any favorite?Why not Build your own Plugin Base class?!It’s not hard, it doesn’t take weeks, and it helps you just the way you want it to help In this session I will show you 100% hands on how we can go from zero to plugin base hero for you and your team.We will start with a project with few plugins, identify common/duplicated code, unnecessarily verbose code and code where we simply feel that “this could be done so much easier with a little help”.From this we will create a Plugin Base Class and some useful extension methods to SDK classes to finally clean up our plugins and enjoy the beauty of our refactored code.The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

Consultant and GP User Duo with a combined 33+ years of experience will share some of their favorite features of GP and help you make the most of your investment. Attendees will learn how to navigate more effectively in GP, how to be more efficient with everyday tasks and how to use new lookup techniques.

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.

Struggling to balance your inventory sub-ledger to your General Ledger? Once you know what’s happening “underneath” you’ll resolve issues quickly and confidently. This presentation covers what you need to know to realize smoother inventory to G/L reconciliations: the do’s and don’ts, typical scenarios, unusual situations, preventative measures, corrective actions and much more. 

Dynamics BC/NAV is fully embedded in Office 365, which means your ERP processes can now be performed directly in Office, where you are already doing your work. In this session we’ll show how you can now manage business interactions in Outlook, synchronize records between BC and Outlook, use Microsoft Teams to call your Dynamics contacts, share customer notes between BCand OneNote, and work with your financial data in Excel. 

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

Level: Intermediate

A Microsoft MVP will show several ways the Dynamics 365 for Finance and Operations Excel integration can be leveraged to drastically improve the employee experience at your company. From data cleansing, to centralized template management, to process optimization, see how this incredibly valuable integration can be leveraged in ways you may be surprised by!

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.

CRM can make a significant impact when it is well executed.  One of the most challenging aspects of an implementation is the integration.  The next most challenging aspect is the change management.  Attend this informative session to learn how Stonewall Kitchen and Innovia worked together to achieve amazing results using the built in Relationship Management in NAV/Business Central. Level: Basic

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.

Accounting professionals from all over the country discuss how automating their ERPs like NAV and GP has enabled their teams to meet the new challenges of 2020.

Including Panel members:

•Dave Sackett, CFO of ULVAC Technologies
•Larry Solano, AP Manager of Wounded Warrior Project
•Jeff Moir, Corporate Controller of Pebble Beach Company

Join this session to learn best Practices for the set up, configuration and use of Time and Expense for Projects. Learn how to leverage setup and configuration options to streamline Time card Entry processes. See how Allocator Rate Tables and other values in the system flow into time cards. Learn how to setup Time and Expense for seamless integration to SL Payroll or for export to an outside payroll system.

Level: Intermediate

In this session, Belinda will guide you through the use case of creating a Payables Transaction Batch Approval app in Power Apps.  The app will also include a flow from Power Automate that will notify the AP department of the batch being approved.  Finally, the new app, which contains the flow, will be placed in a Power BI report providing for faster review and approval; which will save 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.

Welcome to the wonderful world of being a Dynamics 365 System Administrator! Now that you’ve gone live with your CRM system, let’s talk through all of the basics of what’s next as a System Administrator. This session will provide you with a solid high-level foundation to hit the ground running as a System Administrator beyond your go live. Topics will include working with solutions, modifying & creating system views, modify & creating fields, adding UI controls, working with forms and dashboards.

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

Blue Moon’s Electronic Payment Suite has been automating payment processing from customers for years, and now adds streamlined payment processing to vendors. We are now starting to offer this functionality to Microsoft 365 Business Central customers too! Our Electronic Payment Processing gives you an efficient, embedded credit card capability that is fully integrated for sales transactions entered directly in Dynamics 365 Business Central or integrated from external system, and we will be demoing the product in both Dynamics GP and Dynamics 365 BC.

Learn how to use Imperative development techniques in PowerApps to increase their … power. Use advanced mathematical formulas on table records. Understand best practices to test your application to make it bullet proof and improve performance of your application. Make your application robust and resilient by implementing offline capabilities.

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

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

Discover how easy it is to report on payroll/HR information utilizing SmartLists, SmartList Designer (HR and Payroll) and SmartList Builder.

Be able to use SmartLists to review setups including deductions, benefits, pay codes and tax information.

Be able to use SmartLists to view employee assignments including employee deductions, pay, benefits and tax information.

Be able to use SmartLists to view employee payroll transaction history.

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.

CRM can make a significant impact when it is well executed.  One of the most challenging aspects of an implementation is the integration.  The next most challenging aspect is the change management.  Attend this informative session to learn how Stonewall Kitchen and Innovia worked together to achieve amazing results using the built in Relationship Management in NAV/Business Central. 

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

Level: Basic