Which system do you get data from? Bet it can export it into a CSV or other Excel format. If you have issues getting to your raw data for any reason but can still export it, this session is for you. You will learn how to save exported data from excel files into a different excel file while cleaning it up and combining it with other reports as needed. After we set it up for the first time, you just need to place new reports in the same folder and Excel (Power Query) will automatically update your files!

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.

When presenting documents to your customers and vendor, you want to appear as professional as possible.  In this session, we’ll review how to create custom document layouts for such documents as invoices, sales confirmations, purchase orders, etc.  We’ll also review how to create custom formats for specific customers or vendors and control the email addresses that these documents are sent to. 

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

Level: Basic 

The new Microsoft Power Virtual Agent gives you the tools you need to easily create and maintain intelligent chatbots. 

Join Daniel Christian, a Microsoft MVP as he introduces you to what Power Virtual Agent or PVA has to offer. 

In this session Daniel will go through how to build your very own chatbot that enables you to engage conversationally with your customers and employees without using a single line of code.

Session Level: Basic

With the introdcution of PowerApps Portals, which is the successor of Dynamics 365 Portals, it is important to understand the defintion of the new portal solution, its capabilities and benefits for offering external customer-facing experience. PowerApps Portal compliments an existing Dynamics 365 instance. Customers and partners can build low-code, responsive websites, which allow external users to interact with data in the Common Data Service (CDS), the underlying data platform for both Dynamics 365 and PowerApps.

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

Join the AXUG-D365 Finance/Supply Chain Mgt Community as we gather virtually here at Community Summit North America! We’ll kick off your Summit experience, learn who has won this year’s All-Star Awards, and hear from Local User Group leaders about their adventures in this  year of meeting virtually.

Join us in a session, where we will share experiences in how to identify the areas in the business for you to apply the PowerPlatform in order to gain immediate wins, value, experience, and knowledge at the same time! Look at it as a scalable approach, where experience will increase the value.

Session Level: Intermediate

In this session, developers will learn best practices around internal and external integrations with D365 Finance and Dynamics AX. You will also gain understanding of efficient performance patterns as well as anti-patterns that can lead to performance degradation.

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.

In this demo-driven session, we will cover how to use PowerShell for Power Apps and Power Automate.

You will learn:

How to use PowerShell for Power Apps and Power Automate?

Managing Tenant Level Settings

Creating and Managing environments

Managing Power Apps and Power Automate Owners

Managing Power Apps and Power Automate Connections

Managing Canvas Apps

Pulling Usage Statistics

Best Practices

Session Level: Intermediate

Welcome to the D365UG BC/NAV General Session here at Community Summit NA 2020!  Laurie Kuehl,  your D365UG BC/NAV Program Manager and host, welcomes one and all as we gather virtually as a community for the very first time.  In this jammed-packed session, you’ll hear from D365UG BC/NAV Board of Advisors Chair, Lewis Rosenberg. We will hear from Chad Sogge, Principal Group Program Manager, Microsoft Dynamics 365 Business Central, as he shares a glimpse into the future Roadmap for Microsoft D365 Business Central. Afterwards it’s the D365UG BC/NAV All-Star’s helping reveal the 2020 D365UG BC/NAV All-Stars based on your votes.

Join this session to learn hints and tips to help you prepare for your upgrade.  Information on things you will need to know about the process from someone who has been through it. 

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.

This session will focus on the new feature of Wave Label printing in D365FO and the ability to print both Case and Pallet level SSCC compliant labels from the system.  In this session we will review the setup needed for printing and then demonstrate the ability to print different labels for different customers.

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.

Every project requires data movement in and out of Dynamics 365 Finance and Operations apps. The keys are using bulk imports and effectively keeping a track of multiple moving parts. This session will address:

1.     How to import data in bulk with multi-threading for general journal lines

2.     How to keep original load and delta loads in sync

3.     How to import customers quickly without spending hours to process load

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

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

Learn how to make your Excel reports more efficient. Learn how to create new Excel reports that replicate your Smartlist favorites. In this session we will take some of the out of the box Excel reports and walk through the steps of adding new columns, removing columns, and graduating from leveraging Smartlists and exporting t: Learn how to make your Excel reports more efficient. Learn how to create new Excel reports that replicate your Smartlist favorites. In this session we will take some of the out of the box Excel reports and walk through the steps of adding new columns, removing columns, and graduating from leveraging Smartlists and exporting to Excel directly into refreshable Excel reports.  GP 2010 or newer (versions applicable).

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.

Do you really know what’s going on in your database? Are you sure you’re not affected by some of the most common data quality & integrity problems?

In this session, I’ll present some free tools and queries to find some of the less visible data quality problems and discuss how to fix and prevent them.

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

Production planning is part of inventory planning and it cannot be learned separately, but there are still some specifics available only in the production process. In this session, you will see how to configure inventory planning and how to add all specific for production planning. I’ll explain how to configure production forecast and its relationship with MRP and MPS processes. Also, you will see interdependence of all documents and entries with planning system. On the end we will pass through embedded Machine Learning and how we can use it in planning process. 

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

Level: Intermediate

We will discuss the myriad ways to do data repair in GP, we’ll cover normal repair scenarios and go through the best practices for advanced or complex data repair in GP.  We will also be reviewing the myriad tools at your disposal for ensuring you efficiently and accurately get the data repaired with low risk to your employer or client.  Some little known tools will also be shown (free tools) that you can use to your advantage for accurately repairing or cleaning up data!  Some of these tools will be given to you! Tons of tips, tricks and resources to help.

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.

Come to this session to learn how you can combine your intermediate and packaged production orders into one consolidated view.  Do you know what a Phantom Item can be used for?  What if you needed to produce more than one item on an order?  Do you know you can do this with co and by-products?  Do you know that the potency of your active ingredients can be used for balancing your batch in production?  Want to be impressed by how much the Virtual Scheduler has been improved?  Come to this session to learn all of this and more!

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

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

It is easy to use Power BI as a self-service tool. However, using it in a multi-developer environment comes with challenges. You can easily end up with silos of Power BI solutions, duplicates of Power Query, and DAX codes. 

Come to this session to learn how to avoid duplicate work using the right architecture for developing your Power BI solution.

Session Level: Intermediate

DocumentsCorePack is the Go-To solution for document generation & automation on the Power Platform.

Based on Microsoft Word-templates, DocumentsCorePack provides you with a set of tools to create and process documents in Dynamics 365 for Customer Engagement, PowerApps and PowerAutomate

Whether you need to send sales or service documents, reports, or contracts for signing, our solution will help you streamline and simplify your documents.

In this showcase we will do a live demonstration showing:

•Template design in Microsoft Word
•One-Click document generation in Dynamics 365 
•Automated document generation, approvals, and processing via PowerAutomate (Flow)

This session is for BAs/Admins/Implementers who may have to solve business problems with Model Drive forms, to get a solid understanding of what is and what isn’t possible with model driven forms in CDS. This includes the following: – Reviewing the basic elements on a form. i.e. is that a Control, Field, Attribute? – What tools exist in the CRM Model driven forms events toolbox for acting on changes to the page, and when should they be used? – What actions are possible via JS, and how can those actions be used together to solve a problem?

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

Proper configuration of the Project Accounting module makes a tremendous difference, and this session is dedicated solely to tips & tricks in the setup and mapping of this module to your GL. Join us so you can help yourself and your colleagues within Project Accounting!

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.

Are you ready to take your reporting and data analysis to the next level? 

This course is an accelerated hands-on 2-day training designed to teach how attendees how to build reporting and data analysis projects with Power BI Desktop and how to share Power BI reports and dashboards with a wide audience of consumers. 

During the course, students will gain the real-world skills required to design, deploy, upgrade and monitor reporting and dashboard solutions using the rapidly-evolving Power BI platform. All the essential Power BI concepts and techniques discussed in lectures are reinforced with hands-on lab exercises in which students will move through the actual steps required to build reporting and dashboard solutions and then to make those solutions accessible using app workspaces and the Power BI app model. 

This course includes in-depth coverage of the query tools and data modeling tools in Power BI Desktop. Students will learn how to design complex queries and to write advanced DAX expressions to calculate rankings, rolling averages and year-to-year comparisons. Students will also learn how to design interactive reports using slicers, bookmarks and drillthrough pages. 

The course discusses essential differences between reports and dashboards and also examines the strengths and weaknesses between the various types of datasets including imported datasets, DirectQuery datasets and LiveConnect datasets. 

Instructor: Ted Pattison

Audience: Business Users and Data Analysts 

Level: Intermediate 

Prerequisites: All students will require a Windows PC running Windows 10, Windows 8.1 or Windows 7 to complete the lab exercises for this course. It is recommended that students install Power BI Desktop before arriving. 

Course Modules 

1.Introducing the Power BI Platform 
2. Designing Queries with Power BI Desktop 
3. Designing a Data Model with Power BI Desktop 
4. Designing Interactive Reports in Power BI Desktop 
5. Designing Dashboards in the Power BI Service 
6. Distributing Content using App Workspaces

Project Operations is a new license creating a Project Management vision from end to end. Project Operations merges the best of D365 PSA, D365 Finance Project Accounting and MS Project. Find out what it includes, how to use it, the roadmap and see some of the enhancements. Starting with opportunity, quoting and then project, resource management and then budget versus actual, revenue recognition.

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.

Learn how to set up and use the Demand Forecasting functionality in D365 for Finance and SCM. We will talk through the algorithms available for forecasting and how you can tweak the settings and control the machine learning project. We will also discuss examples of how to extend the functionality and bring more life to your machine learning project. Learning Objectives: understand Time series models and algorithm parameters needed for statistical forecasting in D365; understand how to use Forecast models for forecast comparison and analysis; define how forecast models can be used to feed plans and fulfill an S&OP process.

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.

Whether it be an implementation or an upgrade, embarking on a new project presents many challenges. With the current advancements in collaborative technology, a project manager should never go into battle unarmed. I will discuss:

•several tools that increase project success (Power Platform integration, Teams w/ Apps, etc.)
•real world scenario application of these tools/technologies
•tips and tricks on getting the right project reporting out to the C-suite
Just some of the things you’ll know after you attend the session:

•Creating “tasks” in MS Teams and connecting to Project
•connecting Project to a Power BI dashboard for visual representation of your projects/portfolio
•knowledge of various apps and tools that enhance the project management capabilities
•understanding the technology “ecosystem” for your project management
I will also walk through some scenarios during the session and near the end we can open it up for Q&A on the tools so if you’re interested in walking through some of these examples alongside me, please have Teams, Power BI, Power Automate, Planner, Lists and Project installed (if not all, at least some).

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

Level: Basic