Let’s take a look at how you can use Forms Pro together with Power Automate to generate Leads and Cases from your website.
We’ll go through the practical steps of what to think about, how to transform the collected data into what you actually need and some best practice tips on how to build your flows in Power Automate.
Session Level: Intermediate
In this session a panel of industry professionals will discuss how challenges faced from COVID-19 impact the ability to support customer needs and how the Power Platform can meet the demand.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Learn how to use three simple Power Automate flows within Dynamics 365 Sales to enhance the effectiveness of your sales team and automate your internal processes. Don’t have the users work for the system let the system do the work for the users.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Power Apps are a game changer for your company. Power Apps let you provide Dynamics SL information to the people who need it when and where they need it. For example, provide salespeople in the field access to their customer order history and inventory on hand on their phone. Think of a task and you can create a Power App for that and you don’t need a PHD in computer science to build it. The cloud makes it possible to share your creations with co-workers on any device. Attend this session to see which Power Apps are available today in SL 2018 and learn the basics of how to start a new Power App.
Learning Objectives:
Upon completion of this session, participants will be able to:
• Describe the Dynamics SL Power Apps solution.
• Describe where to get the SL Power Apps solution.
• Understand the basics of how to create a new Power solution.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
Please join Tonya Ream, IT Director at Vera Bradley, and Adam Carrick, Sr. Consultant at Sunrise Technologies, to hear how they planned, and executed a full replacement of their core ERP financial and operation systems, the full omnichannel landscape including a POS System supporting 153 retail stores, an eCommerce platform, a B2B commerce site, as well as their financial payment processor. This all went live on time, and on budget on the same day. All achieved during an on-going pandemic.
You’ll learn:
•Why Vera Bradley chose Dynamics 365 and Dynamics 365 Commerce as their solution
•How COVID 19 affected their plans
•What were the key components that ensured they deployed on time and on budget
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 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
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
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
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.
Introduction to the Project/Payroll Module – This session is for beginners and will focusing mainly on project (overview).
Level: Basic
Microsoft Dynamics SL 2018 continues to release new features and updates. Attend this session to learn about what released through SL 2018 CU4 and what we will be releasing soon in SL 2018 CU5. Included will be high-level discussions on Web Apps and the Microsoft Power Suite solutions and how they work with Dynamics SL.
Upon completion of this session, participants will be able to:
• Describe the Dynamics SL CU4 features.
• Describe the upcoming Dynamics SL CU5 areas of enhancement
• Describe the new Power Suite solutions being delivered
Level: Basic
Staying connected to customers is more important than ever before. Engaging customers the way they want means empowering organizations to act on insights across the entire journey, build life-long relationships, and create trustworthy selling and service experiences that are consistent, personalized, and always-on. This session will cover key Dynamics 365 product announcements and the partner opportunity to help companies create meaningful customer experiences in a rapidly changing environment.
