Why do so many CRM projects ‘fail’, or at least not achieve all of their objectives? A major reason is that the business is not properly prepared for the change brought by the new system. Andrew Bibby, Microsoft MVP, discusses some of the primary change management obstacles typically encountered on Dynamics 365 CRM projects. Then, using methods backed by 20 years of independent research by Prosci, he will put forward ways in which you can address these problems and increase your chances of project success!

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

In this session we are going to give a quick overview on connecting to data in D365FO with Power BI and closing major reporting gaps. We will be spending most of our session looking at a simple deployment trick that allows us to create one data set and multiple reports.

Deliverable: Session Attendees will be provided with:

     • Power Point documentation on deployment and steps.

     • Project Accounting Power BI Example – We will give you the datasets and report files we use in this session. These examples can be deployed in users own environments as a starting point.

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.

Thinking about changing your costing method in D365FO? What do you need to know, and what to expect.  In this session, an inventory expert will demonstrate what you will need to consider and what to expect when making such a change.

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.

It’s easy to get started with Power BI, but it’s also easy to end up with an out of control data model that grinds report visuals to a halt. How can you find and fix the problems slowing down performance? 

We’ll show you common pitfalls to avoid, along with handy tools to help you maintain and optimize your models, whether you created them yourself or inherited them from others. You’ll leave this session armed with the tools and knowledge you need to improve the performance, organization, and readability of your models, and monitor for the future to prevent angry calls!

Session Level: Intermediate

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