David Allison, CPQ Product Owner for Cincom, will share insights into the problems that CPQ Buyers face, a few issues that no one is currently addressing, and how CPQSync may offer solutions and insights for Partners and Customers of Dynamics365CE.
Dynamics 365 CE / CRM
Do you want to know how to upgrade your career in Business Application?
Join this session which will give you an overview of the current business application space, types of organizations, careers and how to make the most out of your time to progress in the direction you want to.
It will feature 10 tips on specific business application careers, where to invest your time and HOW.
Session Level: Basic
Continue the discussion with the panelists on merits of various paperless options
Level: Intermediate
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
It’s no surprise that enterprise and mid-market organizations are benefiting from the investments made in cloud security, R&D and cyber security experts. Ongoing economic and global uncertainty has led many business leaders to fully recognize that migrating to the cloud is critical to their business continuity and success. The question is no longer IF, but WHEN to move their mission critical applications to the cloud.
During this session we’ll discuss ‘what’s possible’ when you transform your business with the power of cloud. Dynamics AX end of support (EOS), remote workforce and business continuity issues have forced organizations to re-think their on-premises operations or face the potential risks and consequences of non-supported mission-critical business applications. Join us and discover cost-effective cloud migration strategies and the extensive benefits your organization will gain from a full transformation to the cloud.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
The technological landscape is continuously evolving as the field worker population consistently dwindle at a rapid pace (due to retirement). In this session, we will show a hands on demonstration of how Field Service can be transformed using the HoloLens 2 and Remote Assist. Less experienced or skilled workers can use the HoloLens 2 with Remote Assist to obtain visual guidance to solve complex problems in the field.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
How can you manage your paper-based AP operations with a distributed workforce? You really can’t if everyone is working from different locations. If this year has shown us one thing it’s that companies MUST take everything digital and provide access to company data from anywhere to maintain and grow their business. DocLink extends the value of your Dynamics ERP not only by allowing you to go paperless, but also automating your entire AP process from POs to payments. In this session you’ll hear from DocLink customers who have achieved success in going digital, and you’ll learn how you can:
• Eliminate paper and manual processes
• Capture and access documents instantaneously
• Streamline and accelerate approvals
• Automate 3-way matching
Join us to learn how to gain improved efficiency, visibility and control by going paperless and touchless in AP. This session is for the following products: Dynamics GP, AX, Nav, SL, D365 F&O and D365 Business.
Understanding how data from AP, AR, Inventory, Project, Sales Order, and Purchasing end up in the General Ledger is critical for reporting. Make the most of Quick Query and other tools by understanding where data originates.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
The COVID-19 outbreak has forced businesses to change the way they operate overnight, having to do more with fewer resources and shifting priorities. The need for automation has become clearer than ever to increase efficiency and free up teams from mundane tasks, such as sales tax compliance.
Managing sales tax can be complex and time-consuming, yet failure to comply can leave a business open to audits and significant fines. Automating tax compliance can reduce that risk and free up teams to focus on higher value projects. Want to learn more? Join our session to discover the benefits of sales tax automation, and how to choose the right technology for your business.
You’ll learn:
• The challenges of tax compliance
• Which industries typically have the most compliance risk
• How to know when your business should pursue tax automation to maximize ROI
• Tips to identify and implement the right automation software
In these uncertain times, the last thing you need to worry about is tax compliance. Don’t miss this session to make sure your obligations are being managed properly and efficiently.
Attend this session to be entered to win the new Xbox series X – exclusively for Avalara session attendees! Winners will be selected at random, based on session attendance.
Dynamics products Avalara works with:
• Microsoft Dynamics 365 Business Central
• Microsoft Dynamics 365 Finance & Operations
• Microsoft Dynamics GP
• Dynamics NAV
• Microsoft Dynamics SL Microsoft Dynamics AX
Upgrade and implementation considerations can be particularly daunting for organizations with fewer than 150 users. We’ll look at all the considerations for upgrade or re-implementation including cost, hassles, customizations and code base moves from the perspective of the small organization. We’ll answer the following questions:
• How will be the environments on the cloud/Azure or on premise? How many environment will we need?
• What are the advantages/disadvantages in doing fresh implementation/s upgrade?
• How to handle the code base and data migration?
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 post event.
Microsoft is releasing new features and capabilities twice a year, and has essentially folded Dynamics 365 into the Power Platform. With this change, the role of an administrator is expanding into different technologies and ways of solving business problems. Join us for a discussion of how the Power Platform expands the toolset admins can use for solutions CRM may have fulfilled in the past, and how to keep up with changes and new offerings. Making design decisions is now more complex than ever – let our discussion give you guidance on where to start!
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Ever need to look in multiple places to understand a customer’s profile? Ever find that prioritizing leads and nurturing prospects are challenging? Is your customer information lacking?
Customer Insights uses AI and Machine Learning to provide a 360° customer view. With Customer Insights, Dynamics 365 delivers the ability to connect to multiple data sources, model profiles of customers, their interactions and insightful KPI’s.
In this demo heavy session, we’ll demonstrate building a customer profile and show how you can use the results for increasing sales, marketing and service effectiveness. Then display it inside of PowerApps, Mobile, and BI tools.
This session is for developers who would like to discover new ways to build reports that are even more useful to the business. Learn how to develop advanced SSRS reports using precision design in Microsoft Visual Studio. See the importance of Controller, Contract, UI Builder and Data Provider and hear us explain how to call multiple reports and develop complex report designs.
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.
As a System Administrator, you have an out-of-the-box toolkit available to help increase user adoption (and overall happiness) of your end users. In this session, we will review goals to enhance user adoption, understand what is in your configuration toolkit (like field level mapping, business rules, UI controls and much more!) and teach you how to implement them. This session will be a combination of slide deck and live demos. Questions and engagement throughout the session is very much encouraged!
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
Companies running multiple instances will benefit from automation of Intercompany Orders. AX2012 R3 allows for Direct Delivery functionality in the same instance. However, our company runs 8 instances of AX 2012 R3 and needed a solution to automate intercompany transactions. By developing a process that mimics direct delivery, from instance to instance, the manual processes involved with ordering and distribution created seamless electronic trading between buyer and supplier. Orders can be entered in one instance and fulfilled from another instance, directly to the original customer. Also allowing real-time communication, supply chain information and inventory order processing.
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 Sales Managers are not using CRM to manage their sales meetings yet, then you’re not getting nearly enough out of your investment into Dynamics 365 for Sales. In this session we will explore the three stages of using CRM for sales meetings, driving improvement through both 1-on-1 and team meetings, and how peer groups can use CRM for their own roundtable meetings.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Key customization’s can significantly speed up data entry. Find out how simple it is to remove unneeded fields, remove tab stops, add commas in numbers, make fields required, add user fields, freeze panes in a grid, and more. No programming experience needed!
Level: Basic
Are you in the government contracting industry? If so, you’ll want to join this session where a D365 user addresses how her company set up D365 to automatically handle required rate calculations, incurred cost submissions, work breakdown structures, unallowable costs, and audit response. It’s a can’t miss!
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.
Microsoft includes many data analytics and AI tools in D365, come learn how to leverage them to better utilize your sales resources and drive revenue.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Manage your projects using Dev Ops (formerly VSTS). DevOps gives your users, managers, SME’s, and customers the ability to collaborate based on the project plan and business processes. We will show you how DevOps is used in a project and customized to the industry by using industry specific Business Process Models and capturing all backlog items under the BPM. Defining dashboards and queries for different models such as the operating model, integration model and data model allows the team to quickly focus on the current project state and key activities.
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.