Browsing:

Dynamics 365 CE / CRM

Join us as we explore how to automate the entire data conversions lifecycle to Dynamics 365 Finance and Operations. This session will include a discussion of processes, tools, challenges, and benefits. We will then dive-in to see it in action.

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.

System performance is one of the most impactful elements of any ERP system – so why are you not prioritizing it?  Join us to remove some question marks about how to actually execute the performance testing that you’ve been avoiding within Dynamics 365 for Finance and Supply Chain.The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area.

Customer-centricity is now a de facto business imperative and improving the overall customer experience is a top priority. But delivering connected experiences is often challenging given the systems and data are often siloed in ways that mirror organizational structures. Join this session to learn how Dynamics 365 Customer Insights, Microsoft’s customer data platform, can enable your organization to gain a 360-degree view of your customers across channels and drive proactive business processes. Extend the solution using Azure Synapse Analytics to combine customer data with financial, operational, and unstructured IoT data to build custom machine learning models and gain AI-driven insights.

AX can be confusing for new users. How do you export things? Search? Get the system to email you an alert? This session will go through tips & tricks for AX 2012, from basic tips you can implement right now to more complicated configurations that just might save you the cost of customizing something. This session is aimed at new and intermediate users and the goal is that everyone comes away with something to streamline their work.

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.

Calling all Management Reporter users!  Come see some of the most recommended Tips & Tricks for report design, reconciliation and distribution to have smooth sailing financial reporting ship.  Maximize your knowledge and use of Management Reporter in this crash course of “favorite features”.  Bring your questions and report design scenarios to share in this casual and informative session. 

Do you sometimes feel overwhelmed when it comes to choosing “the” Microsoft tool to use for your analytics projects? Join this session to learn about various options for data movement and integration in order to employ the right analytics strategy for you. Topics covered will include Power BI Dataflows, Azure Data Factory, Azure Synapse, Azure Stream Analytics and more. Select live demonstrations will be used to illustrate use cases.

•     Discover the use case for different available tools

•     Examine the components and architecture options for different approaches

•     Appreciate the benefits and drawbacks of each option

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 session is going to address using Azure hosted agents to create builds. We can automate the process of building X++ code and creating deployable packages on any build agent that runs on Microsoft Windows. We will address the following topics:

– Prerequisites required for setup

– Preparation required in Azure DevOps

– Configuration of pipelines

-Limitations

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.

Now more than ever it is crucial to make use of the technology readily available to help keep your business productive and competitive. Today, organizations can leverage near real-time business intelligence (BI) to make data-driven decisions to drive better business outcomes, collaborate more efficiently and empower all users become data heroes.

No X-ray vision needed; Power BI enables organizations to connect to and visualize data using one unified, scalable platform which allows you to see your data through a single pane of glass. 

Uncover hidden data insights through readable charts and powerful dashboards. Create accurate forecasts, fine-tune operations, become more agile and responsive, all while maximizing efficiencies in ways that simply weren’t possible in the past. If you’re not putting those analytic models to work for your business, you may be missing potential opportunities to improve cash flow and become more competitive.

During this session we will show you how to utilize powerful end-to-end business solutions by connecting cloud computing, Microsoft Power BI and Dynamics AX/F&O to transform your business.

Commerce was already experiencing challenges stemming from a changing geo-political landscape and rapid evolution of consumer preferences towards more personalized and unified shopping experiences. COVID-19 significantly hastened these trends and also highlighted new imperatives of resiliency. Join this session with Microsoft Dynamics engineering leaders of Commerce to hear about latest product features and plans. Get insights into how the Connected Commerce suite of products can help you thrive in these challenging circumstances.

This session is appropriate for all levels, starting at Basic.

Learn how to use Imperative development techniques in PowerApps to increase their … power. Use advanced mathematical formulas on table records. Understand best practices to test your application to make it bullet proof and improve performance of your application. Make your application robust and resilient by implementing offline capabilities.The content of this session is geared toward an audience with advanced-level knowledge of the subject area.

When establishing security roles in Microsoft D365, it is important to institute a robust security design with minimal security risks resulting from Segregation of Duties (SoD) conflicts and excessive sensitive access. Failure to reduce SoD conflicts and needless SA will result in unexpected risks and audit findings due to a lack of checks and balances in place. The out-of-box security roles inherently contain security risks that when assigned to users, foster a risky environment. In this session, we will discuss security risks, security design, and how to implement the security roles in D365.

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 gets measured, gets managed.” – Peter Drucker In this session we will dive into how to setup dashboards that can actually be used to improve results. You’ll learn about the 5 categories of dashboards, a process for designing dashboards, 3 of the frustrating limits of CRM dashboards and how to work around them. You’ll also learn the top 10 best-practice metrics for sales reps, customer care, marketing, managers and executives – and a visualization of how they should look in CRM dashboards.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

Additional credit management functionality has been added to Dynamics 365 to enhance your ability to better track credit limits for customers, block sales orders from credit risk customers, and automatically release sales orders from credit holds. In this session, we’ll demonstrate how a customer’s environment was configured to maximize the use of this new feature. We will demonstrate multiple ways in how the credit management functionality better served the customer’s business.

This session is geared to users with a beginner to intermediate-level knowledge of the subject area.

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

Learn of the new capabilities being released as part of Wave 2, 2020 for Dynamics 365 Finance (including Globalization), Dynamics 365 Project Operations, and Dynamics 365 Human Resources.  During this session you will take away what is new and how each of these offerings complete your business requirements.  

This session is appropriate for all levels, starting at Basic.

As 2020 progresses, finance departments are tasked with becoming leaders in digital transformation by creating resilient organizations that can manage business disruption in AP and procurement processes and prepare for unknown challenges that lie ahead. These initiatives will be crucial in determining which businesses will bolster productivity, enable a remote workforce and drive growth and which will fall behind. Attend this solution showcase to learn:•    How Dynamics users are using digital transformation in the “new normal” to achieve a truly touchless invoice management process•    The importance of automation in establishing visibility and control of cash flow, DPO, and liabilities across all entities globally•    Why finance organizations are leveraging cloud-based automation for accounts payable as a priority in 2020 for ensuring continuity across their organization•    The importance of leveraging Microsoft’s Preferred Solution to meet the needs of your existing ERP(s), while being flexible enough to support your operational requirements through upgrades and changes

In this session, we will through implementation journey of customer who retained their POS investments and using power of Dynamics 365 F&O for Finance, Purchasing, and demand planning operations. Many retailers have investments made in POS systems over the years with many proprietary investments.  You don’t have to throw them away if you want to utilize the power of Dynamics 365 Finance and operations. The Dynamics 365 platform is built with rich integration capabilities and can support a strong backend to your POS. While Dynamics 365 has rich retail/commerce functionality, application was architected to support taking a supporting use case and adapting the platform in an agile method.

By end of this session, you will understand:
-Key integrations
-Designing a functional architecture and keeping it simple
-Rich Integration Toolbox with Dynamics and use cases
-Validation and testing strategy

 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.

If you’re a Microsoft Dynamics user, a whole new world of cost savings and customer satisfaction has just opened up to you. Available through Microsoft AppSource, BluJay Gateway for D365 is a Microsoft Certified Dynamics 365 Finance and Operations Module that provides secure, real time and easy to manage integrations between BluJay’s transportation and global trade solutions and Microsoft Dynamics.

Learning Objectives: 

•Designed for D365FO users 
•Fully integrated with Microsoft Dynamics 365 Finance and Operations
•Superior cost management & automated workflows
•Frictionless Trade Compliance and enhanced customer service
•Enhanced Parcel and TMS Solutions