Trying to understand, analyze, and reduce user licensing costs in Dynamics 365 for Finance and Operations (D365FO) can be a confusing process. If the new licensing model has you confused, or if you are worried about being compliant when your renewal occurs, join us for an overview of how to navigate through the process, and potentially reduce your licensing costs in the process.

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.

You’ve made the strategic decision to migrate from previous versions of Dynamics NAV/GP/SL to D365 Business Central. What’s next? What does a good migration and deployment plan look like? Before you sit down with your partner,  we will discuss the wide range of elements to address in your project plan. We will provide an overview considerations around dealing with your mods, reports, third-party add-ons, system access, security, service contracts and SLAs, data retention, and moving to an OPEX model. 

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

Level: Intermediate

Do you think this session is not applicable to you because you may not be using Dynamics 365 Commerce? Great news! You can start leveraging the power of Microsoft to start identifying areas of revenue loss without any pre-requisites Dynamics 365 projects!  Dynamics 365 Fraud Protection is one of the newest offerings in the Dynamics 365 family and focuses on increasing the online and instore revenues for retailers and wholesalers by providing actional insights and optimizations using the power of AI and ML.

In this session we discuss the purchase protection, account protection, and loss prevention capabilities of the software and how they relate to business processes and customer experiences. After discussing capabilities we’ll discuss how you can take next steps in evaluating the solutions for your organization and what would be involved in that assessment.

Come and join the Microsoft Fraud Protection product team, a Microsoft Global Black Belt for D365 for Commerce, and a Microsoft MVP in D365 for Commerce to learn more and help answer your questions and provide insights. For specific questions you would like to have discussed in the session, please submit them here: https://forms.office.com/Pages/ResponsePage.aspx?id=vBkjbhG_ikiYD5ihUwqy1cwGHWvSbyRInK_XR0SeKDxUME5DRlI0TTVFODY4UUtEQlhaS0ExNjJWVS4u

 To learn more, read about fraud protection here: https://dynamics.microsoft.com/en-us/ai/fraud-protection/

As a low/no code development tool, Power Automate places a lot of power in the hands of users who previously had to rely on a developer.  But as a certain young Spider-Man once taught us, with great power comes great responsibility.  

Instead of muddling your way to learning how to control all that power on your own, let us show you the 5 things you need in your integration to make it kick ass.

Session Level: Basic

Join this session for a deep dive into the Dynamics SL Advance Purchasing Options. Learn the benefits of leveraging the below modules:

•Requisitions
•Order Management PO Creation
•Service PO Creation
•Inventory Replenishment
•Landed Cost
This session will be available for CPE credits pending completion of session survey post event.

Level: Intermediate

If you’ve ever struggled with using dimensions or don’t know why you should use them at all, it’s time to solve that! Discover how to tell your company’s financial story by using dimensions to get beyond just the Balance Sheet and Income Statement. Learn how to set up dimensions in NAV/BC to gather complete and accurate data while also preventing blank values and reducing the need for data entry. Find out how to use dimensions to gain control, consistency, accuracy, and efficiency in your financial postings. You’ll leave clarity on all the ways you can view dimensions in your system. 

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

Level: Advanced 

How many ways can a shipment receipt go wrong… SO many, we need to spend some time on this together.  Received it accidentally?  Didn’t receive it?  Wrong quantity?  Defective?  Vendor gave you a credit?  Wants to ship you more? Open the PO, close the PO…. you get the point.  Let’s unpack all the ways GP can handle your problem Purchase Orders using RTV, to keep the inventory AND the vendor records organized and the PO’s accurate.

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.

Analytics is no longer a luxury, in order to be a successful business you need have full visibility of your data and reports, only then you will stay competitive in this digital age! 

We will show you how to develop Power BI Apps per your business and industry request.  The purpose of this session is to help companies obtain the applications they need to have full visibility of their business data and analytics with Power BI.

Session Level: Intermediate

Ready to understand more about the internals of your implementation of Dynamics 365 Business Central/Dynamics NAV? Never had the proper training you feel was needed? Join this session and learn how to use debugger tools to identify and fix issues. We’ll review the art of evaluating variables, identifying which logic and data have caused errors, and pausing code execution to troubleshoot. For Business Central Cloud, we review tools available in the user interface to troubleshoot and correct data and logic errors. 

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

Level: Basic

Want to Crush your sales quota for the year? Learn how to bring deals into the pipeline, move them through the pipeline and close the deals.  Steve brings over 30 years of Sales and Training.  This rapid fire session will give you quick and easy steps to take back to your company to improve your sales teams skills and closing techniques.

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

Level: Basic

Successful enterprise projects use a variety of continuous integration and advanced DevOps tools.  These tools and techniques take significant time and investment as well as ongoing maintenance to ensure the process runs smoothly.  What about the small implementations with a handful of users and potentially only one or two citizen developers building the business application?  This session covers some simple best practices, tools and techniques to ensure the work on small to medium Dynamics 365 and Power Platform business application development is properly archived in source control and updates are rolled out in a simple, but controlled fashion.

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

As you look to maximize ROI across your organization, now more than ever, the things that appeared “little” are more expensive than you realize; manual data entry, filing documents, and searching for files have real costs associated with them. Attend this interactive workshop session as we explore the steps, the industry data and benefits of centralized document management and invoice process automation. Learn real-world examples that you can analyze and easily convey, as you build the business case for AP automation and pave the way for its success!  

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 

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.

Join our Velosio experts to learn how to best leverage the Microsoft Power Apps to meet your business requirements. With Power Apps, you can automate and enhance processes, collect and connect data, and create actionable insights. If you have been thinking about getting started with Power Apps, or even wondering what it can do for your organization by reviewing real-life applications, you will not want to miss this insightful session. Join Rod Donovan, Velosio’s Power Apps and Power Platform expert, as he discusses 10 Power Apps use cases implemented with real clients. He’ll share business needs and problems and how the team applied Power Apps to solve them, as well as available templates, tools, and outsourced resources you can use to get up and running quickly with the power of the Power Apps.

Explore Project setup and configuration tips for making Project to General Ledger reconciliations easier. Put on your detective hat with the experts and understand where to look first when projects don’t balance for items such as unbilled accounts receivable, accrued wages, and work in progress. Improve your toolset and gain some insight on how to upgrade your Project reconciliation skills! 

Level: Intermediate

There are multiple applications available from Microsoft for Dynamics GP to track and accrue vacation, sick, and other time. This session will review how PTO Manager and Human Resources enable your organization to track and accrue vacation, sick, and other types of leave. The session will also look at the Advanced Payroll functionality for leave time liability reporting.

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.

This session is a hybrid presentation/roundtable incorporating hands-on learning.  The session includes an introduction to the principles of change management followed by a roundtable discussion of change management challenges in managing a Dynamics deployment.  Participants will:

–     Explore the principles of change management

–     Discover how to develop a change management roadmap for their Dynamics project

–     Experience a hands-on opportunity to develop a plan to apply change management principles to existing project/deployment/adoption challenges

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

–     Collaborate with other Dynamics users to solve their shared challenges

Do your SmartLists run slow, do they waddle to and fro?  Do you get tired of waiting? Do you have way to many? Together we will discover many ways can make SmartLists work for you.  You will walk away from this session with a game plan to turbo charge your reporting in GP. Learning Objectives: 1. Teach everyone how to make SmartLists run faster  2. Show some little known ways to restrict in the search  3. Learn when it is time to move up/on from just using SmartLists – if ever  4. Create more coffee time for everyone on your team

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.

Recent events have highlighted some of the challenges of staying compliant and efficient when working with a remote workforce.  Whether you have one or many remote workers, the unique working situation can cause some unique challenges for the Payroll and HR departments. Participants will be able to learn how to manage compliance requirements throughout the employee life cycle when employees work remotely.

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.

Data visualization through tools like PowerBI is now critical. You need to see how your business is running, and understand the dials to move for best performance. Dashboards are only as good as the data behind them. In this session, we’ll show you how you can mistakenly create what appears to be a useful dashboard in Excel or PowerBI, but isn’t relevant due to poor data management.  We will then walk you through best practices and tools for effective data organization and governance processes, so you can ensure you will walk away with accurate dashboards that will drive stellar results. 

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

Level: Intermediate 

Join this session to learn the report production cycle of Dynamics SL, discuss the uses of the Report Options Interpreter (ROI) screen and to configure the Report Control screen for new reports.

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

Level: Intermediate

No matter where Dynamics GP users may be located, vendors still have to be paid. This session is going to walk through how to use Dynamics GP workflow and EFT to ensure vendors are paid. The session will also discuss options for electronic payment beyond EFT, like virtual credit cards, and how to use GP to handle them.

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.

Having great data is awesome, having meaningful reports built on that data that can drive business decisions and business flow is priceless!

This practical hands-on course will give you a thorough understanding of of the reporting tools available out of the box with Dynamics GP. Learning to select the best tool for a specific business need will allow you to more effectively to drive research, reconciliation and key business decisions. We will also delve into “The Builders” series that comes with the SmartList Builder license in the afternoon portion of this session.

Learning Objectives:

1.Internal GP Report Options2.•Understanding, modifying and running the reports within the GP Product modules

3.SmartLists4.•The premiere way to run reporting internally in Dynamics GP

5.•The basics of finding and querying

6.•Setting up reminders and ques to make the most of the data

7.•Other tips and tricks for out of the box SmartLists

8.SmartList Designer9.•GP’s default SmartLists are awesome, but learning to build even more useful reports tailored just for you by using the Designer can add a level of understanding of your financial system as well as the capability to thoroughly research and reconcile

10.SSRS11.•GP comes with the ability to deploy out-of-the-box SQL Server Reporting Services reports.

12.•These are external to GP and a great way for non-GP users to obtain self service reporting that you can control

13.•SSRS is also utilized for the internal-to-GP Business Analyzer KPI’s that can be placed on your home screen

14.Excel Refreshable Reports15.•GP also comes with out of the box Excel Refreshable reports that sit external to GP and can be utilized by non-GP users as another self service reporting tool

16.•These are highly effective and dashboarding can be built off of these for some amazingly effective reporting

17.Navigation Lists18.•Used in conjunction with all of the reporting types mentioned above it is considered a one-stop-shop

The afternoon portion of this course will take a deep look at how the Builders will help you get even more data out of your system, on your terms, by spending time and working examples in the following areas:

•Table Structures within GP and which tables you’ll likely leverage the most
•Deployment of GP’s standard Office Data Connections
•Compiling new SmartList queries via SmartList Builder
•Supplementing the Refreshable Excel Workbooks with the Excel Report Builder
•An introduction to the Navigation List Builder
•SmartList Builder takes the highly popular, easy-to-use SmartList tool in Microsoft Dynamics GP and dramatically increases its power and range. 
•We’ll review how you can query more data in more ways with SmartList Builder, which gives you access to all the information that you capture, enabling you to create your own custom SmartLists. 
•You’ll see how useful SmartList Builder and Microsoft Office Excel 2007 working together can be, and further add to your Business Intelligence capabilities and provide your users with valuable insight with an overview of Navigation List Builder.
Audience: GP Finance, Support, or Analyst

Level: Beginner

Preparation: The detailed instructions for connecting to the lab environment will be sent one to two days prior to class. Students will need a laptop and will attend the course in person, and will use an online connection for the lab environment. If your instructor will use the hands-on training environment you will receive a separate email with the setup instructions.

Learn about using SL Work Order module with Order Management and Bill of Materials (BOM).

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

Level: Intermediate

Join us in this session to get started with the new Power Automate UI Flows service, Microsoft’s Robotic Process Automation solution. During this session we will take a tour of the Power Automate UI Flows application interface, look at the available controls and discuss some of the basic concepts around Robotic Process Automation.

We will show you in a step-by-step demo how you can record user actions such as mouse clicks, keyboard use, and data entry, and then replay those actions to automate this process.

Session Level: Advanced

Profit doesn’t just happen. Microsoft Dynamics 365 Business Central for Professional Services from Velosio is a single cloud-based solution that provides what you need to plan for profitability from the start. Flexible forecasting and budgeting tools. End-to-end project management. Mobile time and expense entry. Powerful accounting and business management functionality. Combined with deep industry experience and implementation expertise from Velosio, you get a solution that provides everything you need to put profitability first, not last.