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Dynamics 365 CE / CRM

This session will highlight a real-world use case of a client’s evolution in their data journey from original system implementation to actual dashboards and reporting.  The session will concentrate on lessons learned, potential pitfalls and will showcase the final result:  An actionable Power BI workspace that provides analytics for the enterprise!

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.

Looking to step your game with Management Reporter for Dynamics GP and SL?  This session will show you how to create three complex reports: a Consolidated Income Statement, A Dynamic 12-Month Income Statement and a Cash Flow Statement.  Plus, learn how to use non-financial data (or KPIs) to present data to your executive team. 

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

Level: Intermediate

The modern workplace means every department – from accounts payable to human resources to legal – needs to be able to communicate, collaborate, and do their best work from anywhere, not just the office. This session will detail how DocLink can enhance your Microsoft Dynamics deployment by allowing you to go paperless and touchless in any department to:

•    Eliminate paper-based document processes 

•    Capture, process, retrieve & deliver documents automatically from anywhere

•    Streamline previously manual processes

We’ll share real-world company experiences and show you how to stop manually processing your documents and gain greater efficiency. Join us to learn how you can automate workflows and streamline your day-to-day responsibilities for complete visibility into your processes and data. This session is for the following products: Dynamics GP, AX, Nav, SL, D365 F&O and D365 Business Central.

Seismic bridges the gap between Sales and Marketing with dynamic, field-ready content, optimized to increase sale velocity and sales revenues. Our solution helps maximize Sales and Marketing ROI with unprecedented capabilities for sellers to pick, personalize, and prepare content where they work most, in Microsoft Dynamics. With Seismic for Microsoft Dynamics, sellers are more productive, the sales cycle is shorter, and Microsoft Dynamics usage is higher. Join Seismic’s VP of Product, Tom Strader, in this partner solution session and learn how your teams can sell more efficiently while creating a better buyer experience.

You are pumped about this awesome add-on you found at the DSLUG conference that will save you a ton of time and headaches but then you realize the person holding the purse strings middle name is Ebenezer. Then you wonder, how can I (yes you) influence the decision to get the cash and resources needed to move the needle off center?  Look no further, let us guide you in the right direction by showing you How to present a COMPELLING case for that extension or other improvement that YOU need to make YOUR life (and those around you) much easier.

Level: Basic

Cards have been in Office 365 for some time already. Originally created as Message Cards after some time rebuilt from nearly scratch to become Adaptive Cards. 

This extremely useful technology can be used in Power Automate processes based in Microsoft Teams to create a consistent digital workplace. 

In this session you will learn:

• What is the difference between Message and Adaptive Cards

• How to design cards

• How to use them – a working example

• What to expect from the upcoming releases and version vNext (2.0)

Process designers should make their processes as intuitive as possible, allowing their participants to take part in the most effective way. Using Cards helps to create a new channel for efficient participation in business processes.

Session Level: Advanced

Workflow options are ever expanding. This  session will demonstrate options you may not know exist, including routing by financial dimension, conditions and automated processing additions.  You will also learn how to set up and incorporate the new configurable hierarchies in the workflow process.  You can make workflow work for you!

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

Management Reporter has many built-in features that can help you build great financial statements. In this session, learn how to automatically add new accounts and descriptions to Row Definitions, create new Reporting Trees, add additional text from reporting units, sort data, renumber row codes and more.

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.

ExFlow is the premiere AP Automation solution built inside D365 – recently selected by Microsoft as a preferred AP Automation solution for D365 FO and D365 BC. ExFlow automates 3-way invoice matching, invoice matching to contracts and payment plans (for recurring costs) & provides dynamic and flexible approval workflows on any platform for on-the-go invoice approval.

Come see how Microsoft Management Reporter can be used in your organization to simplify and automate the reporting process!  Main features of Management Reporter will be shown like report creation, generation, distribution and analysis of the financial data with drill down capabilities.

Level: Intermediate

Understand the four pillars of the D365 Mobile platform: Dashboard, Workspaces, Pages and Actions. Grasp the extent of the capabilities of D365 Mobile Workspaces. Get exposure to client-side development and learn how to extend the design and behavior of the app by incorporating mobile business logic using JavaScript, see what is available for mobile workspace server-side development. It’s all in this session!

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.

Did you know that you have the ability to put multiple projects on a single contract, or even create a project hierarchy with sub/child projects? You also have the ability to add multiple funding sources to a single contract and create billing rules to determine how the billing responsibility can be broken down. Additional billing rules can be configured based on milestones, delivery of unit of measures, and project progress (% complete). All of these options can be configured to be invoiced and billed collectively.

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.

What limits your supply chain? Lack of visibility. And those blind spots bring your business to a grinding halt. In this session, you will learn how the Blue Horseshoe Supply Chain Cloud works with D365 to connect your physical assets and digital intelligence. This includes:

•Building a digital procure to pay process including automating workflows with suppliers, managing and validating documents, and creating supplier scorecards.
•Optimizing fulfillment strategies to maximize profits across channels, including building fulfillment and sourcing strategies across channels and analyzing cost-to-serve. 
You’ll also learn how D365 and Supply Chain Cloud helps you build a digital supply chain while giving you a control tower view of your warehouse and logistics operations.

Plugins are at the core of custom development for Xrm. This session will look at the common pitfalls of plugin development, and the tried and true best practices for having powerful yet easy to maintain plugins by correctly utilizing a common plugin base and plugin framework.

Leaning Objects:

•     Automatically prevent some of the most common causes of plugin infinite loops

•     How to log every Organization Service request without writing code

•     How to declaratively execute different code based on the plugin context without any if statements, and more!

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

Many companies were caught off guard when the pandemic struck. They did not have online strategies to help them transition from offline to online sales and marketing. Using best practices and case studies developed during the pandemic, Marie Wiese of Marketing CoPilot will share an outline for a survival plan that can be applied to your marketing automation and CRM technology to produce lead management results in times of dramatic change.

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

Now that the Big Bang is over and you are live on the AX or D365 foundation and core modules, the hard part is done. We will go over a real world example of how a company (when I was a user) regained momentum to get more done. You took a deep breath and are thinking what is next for your AX or D365 implementation? It is time to increase your ROI, sprint to add functionality, and increase your user’s efficiency. What else can you do? Don’t lose the momentum!  We will review functionality and modules with short term ROI.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

This session will provide information on how to take advantage of Master planning ability to arrange suggested production orders in a specific sequence, making the production floor much more efficient.  Learn how to configure the system so you can run a production order in a specific sequence. For example, you might use it to reduce clean up time production orders are running from lightest color to darkest color or package all 4 oz. bottles then all 8 oz. bottles. 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.