Introducing a new tool for your team to use can be difficult. You continuously run into a problem with one of your processes, decide to look into solutions out in the market, schedule calls & demos with providers, review the options, and finally come to a decision. Then comes the onboarding to make sure your team uses the product.

While you know you need the tool, the headaches and politics you have to maneuver through just to get a solution can be daunting. The last thing you want is for the onboarding to drag on and suck more time from your team, ultimately decreasing morale. 

 

We get it! That’s why we’ve designed the best onboarding experience for your team.  Today, things need to happen right now! 

So join us for our solution showcase on “Fast Forward your AP Automation – From Kick-off to Go-Live in 5 Days”” where we will share how we can get your company up and running with your AP automation solution for Dynamics 365 Finance in just 5 days!”

In this presentation I plan to show, what is FetchXML. Simply Created with Advanced Find, and more powerfully with XrmToolBox’s FetchXML Builder.  I will compare the two, strengths and weaknesses, and demonstrate how to use them to get data out of Dynamics 365.  So after we have created the FetchXML, I will demonstrate how to FetchXML in SSRS, C# code for Console Apps, and Liquid in Portal Pages.

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

The average business has 7 different systems responsible for storing data, not just their ERP. We look at how you can use data warehousing to effectively manage your data across your complete technology stack, better enable system migrations, and future-proof your reporting. We also look at how you can leverage data warehouse automation to quickly manage and customize your BI project, as well as developing cubes to enable fast ad hoc reporting and powerful data visualizations. 

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

Level: Intermediate

GP’s Field Service Module can be used for much more than just ‘Field Services’ although if properly setup is fantastic for that!  Learn about creative uses of Field Service along with Contract Billing, Contract Management (tied in with inventory), Preventive Maintenance Tracking, Using for SOP and POP Returns Management and Depot Management, which is a way to provide an organized path for items returned for maintenance and even provides the ability to put the item back into inventory under a new item number as refurbished!

Learn more about the myriad uses for Field Service in Dynamics GP.  Learn how it interacts with other modules in GP. Understand how it can be implemented for all or just one of its functions!

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.

Using Typescript in the Microsoft Power Apps and Dynamics 365 environment has become the preferred method by most in the industry for streamlining client side development. However, code reuse and unit testing typescript as well as integrating Typescript into your release pipelines can be a bit of a conundrum when it comes to enterprise applications. In this session we’ll look at getting started using Typescript in Power Apps and Dynamics 365 and then taking that Typescript to the next level by adding both unit tests and code modules for reuse as well as integrating Typescript into your Azure Devops pipeline.

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

Join EasyTerritory Co-founder, Benton Belcher, for an engaging session showcasing how to build immersive reports and dashboards for territory management using Power BI and the Azure Maps-based EasyTerritory Territory Map Visual.  We’ll explore strategies for building optimizes territories in EasyTerritory Azure App, and publishing the results to Power BI for sharing and collaboration across the enterprise.

This session will touch on several aspects of Fixed Assets, beyond the setup windows and into the practical use of the module.

Learning Objectives:

•Learn how to import assets into your GP Fixed Assets from your old system using Excel
•Learn ways to expedite the month-end close process
•Tie out depreciation and gain efficiency in your process

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.

Too often, promising, productive relationships between Partners/Consultants and Clients devolve into contentious frustration; neither side has a positive project experience.  Like all fresh relationships, novelty and newness wear off, excitement for greener-pastures in an improved state of existence withers. Partner-Client relationships start demanding as much dedication as the project itself.  But this doesn’t have to be; learning to speak the language of your counterpart, nurturing and fulfilling their needs, setting each other up for victory, will only help ensure their success becomes your success. Come discover those key factors that assure positive outcomes and future projects together

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

What is Flexible Billings and how do I configure it to make my billings easier?  Join us as we answer this question and more while we review the Flexible Billings module and how it works with the Project, Allocator, GL, and AR modules. 

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

Level: Basic

Let’s discuss the best practices for GP deployment in these areas: GP Network Infrastructure, GP SQL Server Installs, SQL Configurations specific to GP, SQL Maintenance specific to GP and how to enhance performance of SQL Server with GP, GP User Security and Active Directory securities and how best to maintain, GP Application Configurations to enhance user experience, troubleshooting GP issues and how best to liaise between Accounting and IT!

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.

No need to convert from C/AL and customization to AL and Extensions lock, stock, and barrel. Learn how to take a hybrid approach by moving your base pages to AL, but keeping other code in C/AL. In addition to reducing upfront effort and cost, it’s a good solution to accommodate your ISV solutions that have yet to fully transition to Extensions. Learn the what, why, when, and where to apply a hybrid methodology to your Dynamics NAV/BC system as you evolve to Business Central and how to make smart decisions related to hybrid upgrades that make sense for your business. 

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

Level: Intermediate

This session provides a review of: 

•how foreign currencies are setup,
•how to assign currencies to customers, vendors and bank accounts
•how these rates flow into Sales and Purchase documents, 
•how the rates can be overridden as needed and 
•the related periodic activities
This session will be available for CPE credits pending completion of session survey post event.

Level: Basic

Bring your App questions and challenges.  Erik will continue to build apps for Business Central live in front of you and answer questions/challenges that you are currently facing.  

Level: Intermediate

The decision to move your mission-critical business applications to the cloud is no longer IF but WHEN. Chances are you’re already successfully running applications in the cloud today. Cloud-based payroll, HR benefits, marketing automation and email are amongst the many available solutions that companies have been managing online for years. Historically companies hesitated to move business applications like GP, SL, NAV, AX and CRM to the cloud, but to stay competitive and drive business continuity, the time to migrate is now.

Regardless of your company size or industry, recent events have shown us how important moving to the cloud is for all businesses. As companies went to being fully remote for months, some found that their on-premises solutions could not accommodate a virtual work force and caused unnecessary problems with day-to-day operations. Real-time secure access to data, regular back up provisions, remote access for all users are just some of the cloud benefits.

In this session, learn best practices on how building an effective migration strategy and plan will support a successful move to the cloud and help maximize your business application investments.

Come learn how the James M. Pleasant Company (JMP) improved its CE quoting process with an integration to sales orders in Finance and Operations.  JMP leaders will show their solution using  Power Automate (Flow) to send  quotes from CE to Sales Orders in D365FO. The solution allowed the company to standardize its packaging options – live data pulling from one source! If time permits, we will showcase a few other ways JMP is using the Power Platform.

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.

If you haven’t been paying attention to PowerApps and the Power Platform lately you are missing a massive shift in the world of Dynamics 365 Customer Engagement.

As far as I’m concerned, Dynamics 365 Customer Engagement consulting, implementations, architecture, and approach – the entire CRM game – has changed forever; and we can’t wait to tell you what’s happening.

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

Geared to experienced Workflow builders and Power Automate novices, this will teach Dynamics 365 users how to make the jump to Power Automate. We will cover existing D365 workflow steps and how to replicate them in Power Automate, where you still want to use classic workflows over Power Automate, and of course some of the cool things you can only do in Power Automate such as querying for data other long requested features.

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

Dynamics NAV and Dynamics 365 Business Central development practices are changing rapidly. Moving from C/AL to AL, Visual Studio Code, code repositories, developing for AppSource – everything is a moving target. Learn about current practices to ensure you are developing for the future. 

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

Level: Basic

The question isn’t if, but when, to make the move to the Cloud. In this session, we will go through the process of migrating a customized on-prem solution to D365 Business Central. We will also cover how you manage your Business Central environments in the cloud. 

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

Level: Basic

Back by popular demand!  Pricing can have complicated requirements. D365FO can support these complicated business requirements in many different ways.  In this session, learn how sales pricing can be defined starting with a base price and adding layers of complexities through various options, such as: Trade Agreements, Customer Rebates, Trade Promotions, Commodity Pricing and Attributed Based Pricing.  See how Price Details and Margin Alerts can also be used to understand the final calculated price.

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.

In this session, 3 MVP’s will demonstrate some out of the box uses for the Power Automate.  Most are personal use cases.  The audience will vote on who has the coolest apps, giving that MVP bragging rights for the year. 

This is a great opportunity to help you, the attendee, generate ideas for your own use cases.  We’ll even leave room at the end for Q&A.

Session Level: Basic

Over the years we’ve witnessed a huge shift in the role of Finance – from a tactical focus on the numbers to a more strategic, value-creative role.  With increasing data volumes and disconnected applications that don’t talk to each other, many find the role change challenging to adopt.   By offering a single source of truth, insightsoftware’s solutions save countless hours of unreconciled Excel mania allowing finance teams to effectively plan, run, and optimize financial processes.   

In this session, you will discover what a modern, integrated technology stack for the Office of the CFO looks like. See how you can: 

•Drive more accurate plans, forecasts, and reports for confident decision-making 
•Shrink cycle times to support today’s post-Covid need for more frequent reporting and forecasting 
•Increase end-to-end productivity, freeing time for strategic analysis