Search Results: IT (5969)

Quote if fast, sell it right. Experlogix provides an extremely flexible, powerful and scalable CPQ solution that is easy to learn and use, empowering business users to maintain sophisticated configuration and pricing logic with ease. Our deep integration to Dynamics 365 is certified by Microsoft and is ready immediately upon installation, hosted on Microsoft Azure or on-premise.

RadiusOne A/R eInvoicing & Collections App enables improved collector efficiency, minimized bad debt write-offs, reduced DSO, low-cost invoicing and payments via ACH and credit cards.
With a prioritized worklist driven by collections strategies trusted by the pioneers in the industry, readily available backup information and automated dunning correspondence, collectors are able to contact more accounts and centrally track collections activities for proactive review and follow-up.
With e-invoicing through emails and invoice push into popular accounting software including QuickBooks, Xero and websites, cut costs on paper invoicing while tracking invoice delivery. Enable customers with a self-service portal and ensure availability of multiple payment options.

RadiusOne A/R Cash Reconciliation App enables automated cash reconciliation across diverse payment and remittance sources and formats including emails and web portals, with automated invoice matching and short-payment identification.
With Artificial Intelligence-enabled data capture for remittances, auto-linking of payments with remittances and invoicing matching, standardize your cash application process while minimizing manual intervention and errors. Free up analyst’s time to focus on high-value critical tasks such as Credit and Collections.

Quote if fast, sell it right. Experlogix provides an extremely flexible, powerful and scalable CPQ solution that is easy to learn and use, empowering business users to maintain sophisticated configuration and pricing logic with ease. Our deep integration to Dynamics 365 is certified by Microsoft and is ready immediately upon installation, hosted on Microsoft Azure or on-premise.

Quote it fast, sell it right. Experlogix provides an extremely flexible, powerful and scalable CPQ solution that is easy to learn and use, empowering business users to maintain sophisticated configuration and pricing logic with ease. Our deep integration to Dynamics 365 is certified by Microsoft and is ready immediately upon installation, hosted on Microsoft Azure or on-premise.

Join us for a conversation with AXIA Consulting’s OCM Practice Lead Bianka Shah and Glenn Keller, Director of IT at CountryMark,  to learn  the value of including a well-organized OCM plan over the project implementation lifecycle.  

During this session, we will explain the model CountryMark used to effectively identify OCM needs, including:

 – 12 best OCM practices for planning and maintaining a  transformation program

 – Return on investment OCM can provide to your project

 – Unexpected benefits found when faced with pivoting in the middle of an ERP rollout.  

With changes occurring daily within our environment due to recent events, we will also discuss how to increase user adoption and sustainment of programs through effective stakeholder management in a remote environment and how to effectively manage remote teams and end users.  

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

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

Are you still writing your plugins from scratch, simply implementing the IPlugin interface?Are you using someone else’s framework, that isn’t really designed for the way you code?Have you tried all the open source alternatives and still not found any favorite?Why not Build your own Plugin Base class?!It’s not hard, it doesn’t take weeks, and it helps you just the way you want it to help In this session I will show you 100% hands on how we can go from zero to plugin base hero for you and your team.We will start with a project with few plugins, identify common/duplicated code, unnecessarily verbose code and code where we simply feel that “this could be done so much easier with a little help”.From this we will create a Plugin Base Class and some useful extension methods to SDK classes to finally clean up our plugins and enjoy the beauty of our refactored code.The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

CRM can make a significant impact when it is well executed.  One of the most challenging aspects of an implementation is the integration.  The next most challenging aspect is the change management.  Attend this informative session to learn how Stonewall Kitchen and Innovia worked together to achieve amazing results using the built in Relationship Management in NAV/Business Central. Level: Basic

Welcome to the wonderful world of being a Dynamics 365 System Administrator! Now that you’ve gone live with your CRM system, let’s talk through all of the basics of what’s next as a System Administrator. This session will provide you with a solid high-level foundation to hit the ground running as a System Administrator beyond your go live. Topics will include working with solutions, modifying & creating system views, modify & creating fields, adding UI controls, working with forms and dashboards.

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

Learn how to use Imperative development techniques in PowerApps to increase their … power. Use advanced mathematical formulas on table records. Understand best practices to test your application to make it bullet proof and improve performance of your application. Make your application robust and resilient by implementing offline capabilities.

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

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

Discover how easy it is to report on payroll/HR information utilizing SmartLists, SmartList Designer (HR and Payroll) and SmartList Builder.

Be able to use SmartLists to review setups including deductions, benefits, pay codes and tax information.

Be able to use SmartLists to view employee assignments including employee deductions, pay, benefits and tax information.

Be able to use SmartLists to view employee payroll transaction history.

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.

CRM can make a significant impact when it is well executed.  One of the most challenging aspects of an implementation is the integration.  The next most challenging aspect is the change management.  Attend this informative session to learn how Stonewall Kitchen and Innovia worked together to achieve amazing results using the built in Relationship Management in NAV/Business Central. 

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

Level: Basic 

Do you ever feel like the Power Apps interface could be more intuitive and user friendly? That it could better support fast data input and rapid changes? It can. 

In this presentation, you’ll hear a story illustrating the art of the possible around creating an intuitive, easy to understand interface for fast-paced data input, told through the eyes of the Boys & Girls Clubs of America, who tapped into Power Apps for critical support of their Great Futures 2025 Initiative.

Session Level: Basic

Life used to be so simple before when managing classic workflow business logic inside of the CRM user interface. But with the introduction of Power Automate Flows the CRM Administrator’s job has become more difficult. Power Automate has it’s own administration portal, stop tabbing around. I will show how to bring it back together in one Power Automate Admin Dashboard built on the CDS platform. I will walk you through the Dashboard components, the Power Automate flow logic behind it and share with you the managed solution I built to contain it all.

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

This targeted hands-on 2 day training will provide a deep dive experience into building flows with practical scenarios, lab exercises, best practices and more. We’ll cover various flow connector scenarios (SharePoint, CDS, Excel etc.), UI flows (Robotic Process Automation), Business Process flows, Adaptive Cards, and integration scenarios for flows with Power Apps, Power Virtual Agents & AI Builder.

Module 1 – Introduction to Power Automate

•Where Power Automate fits in the Business Application Platform
•Features & components of a flow
•Types of Power Automate flows
•Automated flows
•Instant flows
•Scheduled flows
•Business Process flows
•UI flows
•Flow mobile
•Flow Management
•Flow & SharePoint
•Demos
Hands-on lab exercise 

•Track customer survey feedback with Microsoft Forms and flow.
•Time Tracking with excel and flow button.
Module 2 – Flow Approvals

•Approval action in flow
•Approval types
•Approval Patterns – State Machine, Reminders, Escalations etc.
•Best Practices
•Demos
Hands-on lab exercise – Leave Request Approval flow with SharePoint.

Module 3 – Power Automate + Adaptive Cards

•Introduction to Adaptive Cards
•Post Adaptive card to Teams
•Demo
 Hands-on lab exercise – Post an adaptive card to Teams for approval scenarios.

Module 4 – Flow Expressions & Trigger Conditions

•Introduction to expression language for flow
•Where and how to use expressions
•Expressions in flow Trigger Conditions
•Tips & Tricks
•Demos
Module 5 – UI flows – Robotic Process Automation 

•RPA Capabilities with UI flows
•Types of UI flows – Desktop and Web.
•Best practices
•Demos
 Hands-on lab exercise 

•Currency Conversion using Web UI flow
•Enter data into legacy system of record from Common Data Service (CDS) using Desktop UI flow
Module 6 – Business Process flows 

•BPF Overview
•BPF with Model-driven App
•Best practices
•Demo
Module 7 – Flow Integration Scenarios

Part 1 – Integration with Power Apps

•Power Apps Overview
•Calling a flow from Power Apps
Hands-on lab exercise – Create a pdf file from Power Apps using flow and store in SharePoint

 Part 2 – Integration with Power Virtual Agents (PVA)

•PVA Overview
•Calling a flow from PVA
•Demo – Calling the Graph API from flow & PVA
Hands-on lab exercise – Build a bot to fetch data from Common Data Service (CDS) Knowledge repository using flow

Part 3 – Integration with AI Builder

•AI Builder Models Overview
•Using AI Builder with flow demos
 Hands-on lab exercise – Invoice processing using flow, AI Builder & SharePoint

Module 8 – Power Automate Application Lifecycle Management

•Power Platform Admin Center
•Flow management connectors & PowerShell
•DLP Policies
•Best practices
Audience: IT Pros, Business Users, Developers, Power Users, Citizen Developers

Level: Beginner & Intermediate

Preparation: Please bring your own internet capable Windows PC to class for the hands-on lab portion/class exercises.