How can one Power Apps application securely meet the needs of more than one user persona without exposing an organization to data privacy risks?  

This session will share techniques successfully used to serve the needs of 3 different user personas – an individual user, a manager and a resource manager – securely providing each with only the information necessary for their role.

Session Level: Intermediate

For many organizations, front line sales and support is owned by employees. What if it didn’t need to be? 

Join us for a session dedicated to how Power Virtual Agents can add immediate value to your Power Apps (or other!) portals.

Session Level: Intermediate

If you have the daunting task of training a large workforce or one spread across the country, we can help you wrangle them in and do a bang-up job! We will provide the necessary tools! We have successfully trained nearly 1,000 users in 150 offices, with only one dedicated CRM resource.

You’ll see the steps and in-depth detail of the tasks required to use CDS to bring data elements back and forth between D365FO and CE. We will also discuss some of the business outcomes that a customer will want to achieve in doing so. Join this session to learn about the different ways to integrate data and Microsoft’s newest framework Dual-Write. Participants will learn:

1. Microsoft’s Roadmap for Dynamics 365 Integration

2. How to set up and configure Dual-Write

3. Understanding of available tools to integrate Dynamics 365 data

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 set up workflows in Business Central to streamline your business processes, eliminate manual requirements, and become more efficient. You’ll see how workflows can help route invoices, orders, and other documents to the necessary departments and how reminders and task lists can help keep those workflows progressing. 

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

Level: Basic 

In this fun session we will take a look at the various solutions we implemented for Dunder Mifflin from a fun dashboard that allows Pam Beasley to track Michael Scott’s naps throughout the day to a Customer Service Desk for Dwight Schrute to complain against Jim Halpert’s pranks. Join us for a fun session on how implementing Dynamics 365 at Dunder Mifflin improved productivity. Kind of.

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

This targeted, hands-on, deep dive Academy training session will deepen your understanding of the Dynamics 365 Supply Chain Management module. We’ll cover all of the foundational setup, configuration and parameters necessary for warehousing. 

We will build configurations to run your warehouse on D365 SCM but many of the concepts reviewed in this course will also apply to the WHS Module in Dynamics AX 2012 R3.

Learning Objectives

Following completion of this course you will be able to:

•Configure your warehouse setup for locations and zones
•Manage loads, shipments, waves, and work fundamentals
•Build efficient sales order and transfer order processes
•Leverage both system directed and user-initiated picking processes
•Review and manage replenishment set-up options
•Direct containerization and packing
•Validate staging and loading processes
•Oversee cycle counting
•Manage your inventory
Level: Intermediate

Preparation: Please bring an internet capable Windows laptop for hands-on labs and exercises.

Learn how to utilize the Advanced Distribution to implement fulfillment orders. Utilize navigation lists, fulfillment workflows, and processes to move a document through the full order to invoice process fluidly. All current GP versions 10+ 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.

Microsoft has licensed Crowe Lease Accounting Optimizer functionality to be released between October 2020 and March 2021  Presented by the original product owners, learn how this functionality interacts with other financial features of D365 and how to best prepare. 

Learning Objectives:

•    What is ASC 842, and what has changed?

•    How to account for the changes using Dynamics 365

As the adoption of Teams is increasing along with that have increased the Teams sprawl. One of the methods to avoid the Teams Sprawl is to add the governance policies and automate the Teams creation via the approval process.
In this demo-driven session, we will cover how to implement Teams Governance using Power Automate, Microsoft Graph APIs, and SharePoint.
You will learn:
1) Microsoft Teams Governance via Automation
2) Automate Microsoft Team Provisioning using Power Automate, Microsoft Graph APIs, and SharePoint
3) Automate Microsoft Team Provisioning using Logic Apps, Microsoft Graph APIs, and SharePoint

Session Level: Advanced

This presentation will take the audience through how to use a combination of Azure machine learning, Power Apps and key D365 for Finance and Supply Chain features to mange and improve food safety. We will cover both how to manage quality control on the production floor or at the receiving dock using Power Apps, predicting quality issues using Azure ML, and how to log and manage non-conformance via D365FSC, Power BI and Power Apps.

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.

An interactive discussion and demo on how to debug SL Web Apps code.  We will demo debugging JavaScript in Chrome, walk through controller code using Visual Studio, and help you find which stored procedures Web Apps is running using Profiler.

These skills are necessary for any web apps development and troubleshooting.  If you have any current issues that you are trying to fix, please reach out to the leaders beforehand.

Level: Advanced

How does Park 100 Foods move it’s products? Raw materials and Finished goods. We use transfer orders, purchase orders and sales orders to bring in raw materials and ship out finished goods.

This presentation will show all aspects of the 3 types of orders from creation to posting and review basic and custom reports used with these orders. 

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

Level: Basic

D365 Finance and D365 Supply Chain Management provides various options for it to Interact with different systems. The goal for this session is to go over the options available for Integration, pros and cons of each of the options and best practice which needs to be followed before choosing Integration method and during implementations.

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.

This session will help you understand the difference and advantages of the Dynamics 365 Customer Engagement Insights offerings: Sales Insights, Customer Insights, and Customer Service Insights.

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

This session covers the SQL Server Agent, with its Jobs and Alerts, along with newer features like Database Mail and Extended Events (which is replacing Profiler). You can use SQL Jobs to schedule SQL Scripts and Database Maintenance Plans. Alerts can notify you when jobs or maintenance plans fail. Extended Events can help troubleshoot and improve performance. Profiler preceded Extended Events but hasn’t advanced since 2008. What are some pros and cons of using the independent SQL Server Management Studio with any version from SQL Server 2008 through 2019.

Learning Objective: Know how to have SQL Server send you an email when a backup job fails.                                                                                                                                                                                                                               This session will be available for CPE credits pending completion of session survey post event.

Level: Intermediate

Power BI can get really complicated, really fast.  How do you cut through all of the technical terminology and just use it?  How do you know when you are over your head and need to ask for help from a technical resource? At this session you will:

Find out what Power BI works well for and what it does not

Get strategies for how to communicate with your developer

Learn strategies for deploying reports to various roles in an organization

Learn what an Excel user can reasonably expect to be able to do in Power BI

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.

Join us to learn the many ways to access data from SL.  Discover how to use the ROI, Crystal Reports, Quick Query, Power BI, copy grids, and desktop shortcuts.  This session will walk through the data schema, revealing underlying fields supporting data entry screens, create custom queries and reports using standard tools.  

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

Level: Basic

As marketers and sales teams increasingly use Dynamics 365CE & CRM data to make decisions about strategy, marketing spend, and the customer journey, the fields and processes we add to our forms can have a tremendous impact on our success. In this session, marketing and sales users of Dynamics 365CE will learn how to think through required fields, custom fields, option sets, workflows, and more to capture the data they need to inform a successful sales and marketing strategy.

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

We will dive into the flow of materials from their overseas factory to a freight forwarder, port, ship, domestic port, and delivery to the warehouse/factory. 

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

Level: Basic

Are you ready for year-end and how to capture COVID pay on the W-2? Are you up to date on tax changes and notifications? Let’s get together and discuss these items and more! – Take a Tour through GP HR Features.

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.

Get hands-on experience creating dashboards for measuring Supply Chain KPIs. Choose from 3 exercises using BC and Power BI to Create: 1) Dashboard with Vendor KPIs for on-time delivery, lead times, and number of back orders; 2) Inventory dashboard with inventory KPIs for evaluating ABC class for new items, fast moving items and bin location, number of times counted, and adjustments; or a 3) Warehouse operations dashboard with KPIs such as number of picks and putaways by user, number of cycle counts by user, number of on-time and late shipments. 

Accompanies the How2 session of the same name.  

Level: Intermediate

Automating legacy or manual processes and ensuring efficiency from order-to-cash is essential for business growth and scalability. Join Bob Stark and Jon Cooper from Versapay as they preview ChargeLogic, Versapay’s payments, invoice, and AR automation solution to accelerate receivables, reduce costs, and simplify your customer engagements.

When it comes to monitoring Power BI there are compliance, governance, performance, and implementation questions to consider. 

In this session, we will look at how you can find the right answers by monitoring Power BI. We will look at the Power BI Audit log for usage, license, and other audit information. We will look at what the Power BI API can show us about data sets, refresh history, Enterprise Gateway information, premium capacity, and artifact inventory. Lastly we will show how you can automate the data collection via Azure and PowerShell and report on the results.

Session Level: Intermediate