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.
In D365FO there are many different options for inventory costing models…but what do they all mean? In this session we will dive into the different options to review how your inventory is costed for each model along with the pros/cons of the model. We will use demonstrations in D365 along with theoretical-based calculations to explore these options.
The content of this session is geared toward an audience with beginner and intermediate-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
Wondering how the Internet of Things can play a role in your production management and control. This session walks through the new IoT intelligence scenarios, the moving parts needed to make it work and how they can help production supervisors be more responsive to events that impact production efficiency and ultimately customer service.
Learn how SLAs and Entitlements can be implemented to enhance customer relationships. Join us for a deeper dive into creating complex SLAs and defining entitlements. See how custom SLA relationships can be designed for use cases outside of standard customer service (such as opportunity). Gain an understanding on combining the two features can enhance customer service interactions and satisfaction.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
In this session, we will review the most common security related mistakes companies make when upgrading or implementing Dynamics CRM. From who owns security, to who should implement it, and everything in between, we will provide proven project approaches that can keep your company off the security gotcha list.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
In this session, an Inventory expert will present 15 novel ways of using AX 2012 and D365FO that aren’t immediately apparent as being out-of-the-box functionality. Be ready to bring your own! A few topics this session will include are:
1. Modeling multiple companies inside a single system company
2. Real Master Planning as defined by APICS
3. Contract selling with a distinct sales price dependent on how materials were sourced
4. Customizing costing for a not-for-profit where most inventory was donated
5. Catch-weight solved without using AX/D365FO catch weight functionality
6. And many more!
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
Also relevant for BC/NAV and GP users.
This session will be available for CPE credits pending completion of session survey post event.
Lifecycle Services (LCS) and associated environments are always undergoing changes with regard the way they are accessed to use development, test and production environments. Join this session were we will look at the need for cloud environments for special projects, such as RSAT, which is attached to pay-as-you-go, as well as how to add environments for other special purposes such as gold, build and performance testing. Lastly, we’ll attempt to answer the question, ‘Why are new all-in-one deployable packages so important?’
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 post event.
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!”
Come learn what it was like planning for an AX2012 to D365 upgrade at McWane – a global manufacturing company. With challenges around many global manufacturing sites and a rollout approach that would work for the upgrade, we will explain how McWane sorted through the complexities and set up the upgrade for success. The session will focus on lessons learned on the approach to customizations, data migration, reporting and organizational change management.
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.
This is a powerful tool. To often it is thrown in. What to think about difference between menu groups and security groups for roll based access. Learn what screens should be used and what the settings mean and effect on what the users see.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
This session focuses on using the Microsoft platform to leverage Power apps to create one single source for mobile approvals across system wide workflows. We will illustrate how you can couple best practice out-of- box solutions in workflow design with power apps to provide one app to manage review and approve all workflows across the system from purchase requisitions to budget approvals. Rather than apply a customization, the solution uses power apps to create a more economical and holistic solution for workflow management.
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.
Lot/Batch Management is critical to any process-related industry. This session will provide you with tips and tricks that you need to track your batches in D365 using Batch Attributes (Both Product and Customer-specific), Batch Inheritance, Batch Merge and Item Tracing. Using this powerful tool in D365 can help you prepare for product recalls and compliance audits.
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.
We’re bringing back a hugely popular session: 50 things you may not know about SL. This is a fast moving collage of tips to make SL more efficient.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
When everyone works from home, how do you maintain vital controls to prevent fraud? Listen to real world examples of how frauds can happen, who perpetrates them, and methods to prevent losses. Learn about how you can configure SL to enforce segregation of duties, audit access to key screens, and provide traceability for DCAA compliance
This session will be available for CPE credits pending completion of session survey post event.
Some companies allowed remote workers in the past, yet others have not until the Coronavirus arrived. Security and access to data, like the rest of your business processes, needs to now be looked at a bit differently. The good news is that it’s likely your company has many techniques in place already, or ready to implement. However, some controls are often overlooked, and a since ‘a chain is only as strong as its weakest link,’ it’s critical all security controls are addressed. Discover commonly overlooked controls and the steps to ensure security is not compromised with a remote work force.
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.
A deep dive session into how to write automated test cases in the Dynamics 365 Supply Chain Management module using the ATL (Acceptance test library). After completion of this session, you will know how to create consistent test data, increase the readability of test code, and support the high performance of test data across the D365 Supply Chain module.
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.
Join us to learn about some XRM Toolbox features and functions to make a CRM Admin life a little easier. This session will cover how to:
1-Embed Power BI on a form
2-Use Fetch XML and views to build a Power BI dashboard
3-Use Ribbon Workbench to add and remove buttons
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
In this session, we will discuss the successful implementation of D365FO from a customer as well as a partner perspective. We will discuss what went right as well as what went wrong from both perspectives, including functional and technical scope considerations, technical requirements and needs for the client based on scope decisions, impact to non-D365FO enterprise data assets, how this implementation fits into the company’s long-term plan. This session will start from proposal and partner selection and go through current state.
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.
Do you wish you could shop multiple carrier rates and manage all parcel shipping without leaving Dynamics 365? Want to get customers the cheapest rates and the fastest delivery times in seconds? Hyland’s Standard Homeopathic Director of IT, Steve Hey, shares results from Hyland’s implementation of a real-time, integrated shipping solution inside Dynamics 365. Learn about the company’s journey and the business impact of faster, easier, unified shipping.
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.
Join us for a walk through and demonstration of how to use Power Platform with D365 Finance and Supply Chain. The demo will include Power Apps and Power Automate flows communicating with D365FSC in real time for quality control, and vendor invoicing. The presentation will also involve a discussion of important considerations related to creating Power platform content that uses ERP 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.
