Pooh got his head out of the hunny pot (part 1) so now Tigger will teach us about automation. In the hundred acre wood and in your organization there are lots of opportunities for data clean up and automation. This session will be an overview for new administrators on the pros and cons of several data management techniques and an introduction to automation. We will discuss the options when creating Workflows inside Dynamics 365 and compare this to Flow and the options available on the Power Platform. Don’t

D365 Field Service is a powerful platform that can empower your field service team to proactively identify issues and build strong relationships with your customers.  In this session, we will dive into” Agreements” and how they can be used to assist in scheduling and overall preventative maintenance operations, including scheduled invoicing.

​As a new admin, you may feel like your head is stuck in the hunny pot and you can’t get out! Well, Pooh, attend this first in a two-part series of sessions. Explore a live instance with us and learn how to set basic personal options and customizations; navigate the system quickly and easily; improve searches with full-text indexing or relevance searching; filter views to refine search results; discuss the new UI and model-driven apps.

Overview of GP Fixed Assets, Best practices for adding, modifying and reporting on Fixed Assets. Users will walk away with an expanded knowledge of the FA Module and best practices.
Learning Objectives:
Understand the functionality of fixed assets in Dynamics GP
Learn the best practices for entering, recording, depreciating, and reporting on fixed assets.
Come away a fixed asset Rockstar!​

So you want to get ready to move to the cloud, what do you need to do to get ready for the move. In this session we will go through the common steps required to go to the cloud and what you can do now to get cloud ready.

Buyers today have the upper hand with sellers. With unlimited access to information, they are able dictate the process, rather than following a sellers predefined business process. Dynamics 365 Sales Playbooks help organizations automate repeatable sales activities. In this webinar we will review organizational best practices with Playbooks. Discover the power of D365 Sales. We will demo the following: Configuration, Business Process Flow, Integrated Playbook.

With defensive programming, the main idea is that if a function is passed bad data it won’t be hurt, even if the bad data is another function’s fault. More generally, it’s the recognition that programs will be modified later on and will have problems, and that a smart developer will write their code to account for this. In this session you’ll learn how to protect yourself from the cold, cruel world of invalid data, events that can “never” happen, and other developers’ mistakes.

Now it’s more important than ever before to get things done remotely and efficiently. Using Power Automate approvals is a great way to keep the team engaged, keep projects and proposals moving forward, and to ensure that proper audits are done.

In this session you’ll learn how to create your first approval flow, how to modify it to handle automated tracking, and some of the gotchas that can cost your team lost time and frustration if you don’t plan ahead.

RadSecurity is different from Sharing, Sharing is about sharing the entire content with others, security is about authorizing different views of the content to others. You will learn about user profile security scenarios, and hierarchical access levels. This session shows you how DAX and Power BI security come together to play an important part of a Power BI project lifecycle

It’s a fact – 47% of CRM projects fail 2 or more times before organizations get it right. One of the most critical reasons: not understanding the unique planning process. This session will dive into what should be included in your CRM roadmap, how to build it, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, and constantly improving.
#Leadership
#CustomerEngagement

Boost Your Customer Experience Through Embedded AI. If you are interested in increasing customer satisfaction, consider attending Jeff Kanel’s session at User Group Summit. Jeff is the Director of Data & Analytics at To get a taste of what Jeff’s session will cover in Orlando, watch his quick video previewing the limitations of current customer-facing business processes and how AI could be the solution, with a combination of Microsoft Azure’s Machine Learning and Dynamics technologies. Enjoy!

Join GPUG All-Stars Aleiha Hanson, Belinda Allen, Jo deRuiter and Frank Heslin as they discuss tips and tricks for virtual presentations. Discussion will include PPT presentation, presenting to an audience you can’t see, and other tips for virtual sessions. Bring your questions and your experiences to share!​​​​

Join GPUG All-Stars Aleiha Hanson, Belinda Allen, Jo deRuiter and Frank Heslin as they discuss tips and tricks for virtual presentations. Discussion will include PPT presentation, presenting to an audience you can’t see, and other tips for virtual sessions. Bring your questions and your experiences to share!​​​​

Join GPUG All-Stars Aleiha Hanson, Belinda Allen, Jo deRuiter and Frank Heslin as they discuss tips and tricks for virtual presentations. Discussion will include PPT presentation, presenting to an audience you can’t see, and other tips for virtual sessions. Bring your questions and your experiences to share!​​​​

When it comes to metrics, leaders need to start with what to measure and why. What are the behaviors you want from your sales and service team, and what levers do you have to push in order to increase sales performance? In this session we’ll discuss the best practices for developing actionable metrics. Then you will see you examples of how to incorporate analytics into Dynamics 365 for Sales and Service using the built-in reporting tools and Power BI. You’ll take away ideas for how to use metrics more strategically to achieve your goals.

Join GPUG All-Stars Aleiha Hanson, Belinda Allen, Jo deRuiter and Frank Heslin as they discuss tips and tricks for virtual presentations. Discussion will include PPT presentation, presenting to an audience you can’t see, and other tips for virtual sessions. Bring your questions and your experiences to share!​​​​

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): Perform Discovery, Planning, and Analysis


In a world of constant “noise”, people have adapted by carefully choosing what noise they pay attention to. The webiverse has undergone major transformation in recent years, so what once worked in terms of content, is quickly becoming more and more obsolete. There is, however, one thing that never changes… We all love stories! Join this webinar to become the best story-teller you can be and how we, too, can adapt and succeed in garnering the shortened attention spans of today.

Faster than a speeding bullet…more powerful than a locomotive…come join Amber Bell (Training Dynamo) in this fast-paced GP Tips session that will turn you from a GP User into a GP Superhero!

Learning Objectives:
Have X-Ray Vision into Company Data using SmartList Designer/Builder’s Publish to Excel functionality!
Prevent Data Annihilation using Field Level Security!
Move through GP ‘Faster Than a Speeding Bullet’ with a new way to create Macros!