Search Results: automation (1664)

Optimize your site for search engines (SEO), improve your on-site search function and ensure your team has digital expertise as you simplify your web store navigation, enhance your online product description and leverage marketing automation. Learn this and more through this session!

Alkermes, a global biopharmaceutical leader headquartered in Dublin, Ireland, with a research and development center near Boston, Massachusetts is using SAP Concur to digitally transform processes around automation to drive multiple efficiencies. Understand the why and how behind their strategy to learn how this can inform your decision making process around automation!

As the Coronavirus outbreak has spread, unprecedented challenges have arisen in distribution centers all over the world. Extraordinary measures have been taken to keep goods and services moving. Leaders in supply chain are building swift & agile response capabilities in order to mitigate the fallout from the crisis. Yet most organizations are still learning to cope with this new reality, and its post-pandemic impacts on warehouse operations. The need to quickly develop and adopt new capabilities that ensure long-term resiliency is now firmly on everyone’s minds.

This session will specifically address 3 fundamental shifts, their impacts on the DC, and how to build the capabilities required to maximize resiliency and long-term sustainability.

1.Consumer Consumption Changes 
2.Re-Shoring Manufacturing
3.Robotics and Automation
Integrations with Business Central will also be highlighted in the Enabling Technologies portion of the presentation.

This unique hands-on 2 day course is provided by a Microsoft Business Solutions MVP, Daniel Christian, and will give Power users the tools needed to build Canvas Apps, leverage Power BI integration to PowerApps, and build process automation with Flow.

Daniel is recognized as one of the first-five MVPs in the world to specialize in these Power Platform products and focuses his attention on PowerApps, Flow and Power BI Integration. He began work with PowerApps and Flow in 2016 when they were in still in preview and has seen the products evolve and provided feedback to the Microsoft Product team that helped to improve the products you see today. 

Having helped mentor power users across the globe, Daniel will be sharing his insights on the many ways that the Power Platform is being applied to improve daily tasks. 

Content covered will consist of:

1. Building Canvas Apps from scratch. In addition to building an app from scratch, we’ll go over some of the new features such as:

•How to store data in Azure SQL and Azure Blob storage
•Responsive design
•PowerApps Portal 
2. Using Power BI Integration with PowerApps

3. Using Flow actions and conditions to automate processes. This includes:

•Send and receive content from PowerApps
•Using Cognitive Services such as Vision
•Create PDF files using OneDrive
Preparation: Please bring your own internet capable Windows PC to class for the hands-on lab portion/class exercises.

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
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
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
 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
Module 5 – UI flows – Robotic Process Automation 

•RPA Capabilities with UI flows
•Types of UI flows – Desktop and Web.
•Best practices
 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
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.

Attend this session to learn how one customer built a highly customized version of Dynamics CRM and Business Central and integrated them to create an end-to-end process automation solution. And multiple ISV’s to boot! 

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

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)

When people and process work together, a sales team’s velocity can take off! But it can be tricky to get people-centric teams to describe what they do in a process-centric manner. And it can be challenging to select the right process automation tool in Dynamics 365 and configure it to align with the needs of your team.

In this non-technical session you’ll learn methods for engaging your sales teams in process design, and the basics of configuring processes in Dynamics.

Our agenda for the day will cover:

•Understanding the Customer Journey – how to align your sales process with the customer buying process

•Sales Intelligence – tools and techniques to build lists and research your audience before first contact is made

•Lead Generation – generating more, and better, leads for your sales team to work and using AI to prioritize them for follow-up

•Qualification – processes and solutions for going from unqualified, to marketing qualified leads (MQLs) to sales qualified leads (SQL) – and some simple definitions for these terms

•Account Based Marketing (ABM) and Sales – targeting large accounts for broadening and deepening your relationship

•Sales Pipeline and Process Design – design a process flow that your team can actually use without creating more friction in the selling cycle

•Quoting and Configure-Price-Quote – delivering higher quality quotes to your customers no matter how simple or complex your product is; and secrets for differentiating tactical sales from strategic sales

•Approvals and E-Signatures – expediting internal and external approvals to keep your team focused on selling

•Activity Planning, Tracking and Sales Cadencing – understanding the importance of activity management, and how playbooks, sales cadencing tools and AI can all play a role in improving activity adoption

•Sales Meetings and Team Engagement – using Dynamics 365 to run your sales meetings, and techniques for getting the whole team engaged in continuous improvement

In this session, attendees will learn how to use Dynamics 365 CE as a tool to organize marketing campaigns and align marketing campaign ROI to sales success. Our discussion will begin with a live, “Art of the Possible” demo of a Marketing Command Center in Dynamics 365. We will then break down the demo step by step and discuss the strategy behind using Marketing Automation and an easy lead management process to make “SMarketing” magic happen between the Sales and Marketing teams.

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

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.

Not sure how to select an AP automation product for your company? Join in an interactive discussion on how to find the right product, tools to use and the process of implementation. 

Level: Intermediate

Join this session to learn how to leverage Power Automate to transform your business processes. 

Attendees will learn the benefits of using Power Automate, including:

•How to identify processes that need automation
•Power Automate Use cases – Modern workplace
•Power Automate Use cases – Business Apps/D365
•Connecting Apps with Power Automate

Session Level: Basic

Upgrading from NAV to Business Central is a challenge for most businesses—time consuming, tedious, and complex. As experts in upgrades, we’ll demonstrate tools, automations, and concepts that help you speed up processes to make upgrades faster and easier.

1) Learn to understand how automated tools can help speed up the upgrade process and give better performance/reliability for your next upgrade.

2) Use this knowledge to build your own tools.

3) Use this knowledge to discuss these concepts with your upgrade partner.

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

Level: Basic