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Dynamics 365 CE / CRM

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. 

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.

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.

Newly or recently assigned as sys admin? Overwhelmed by the Unified Client Interface (UCI)? Trying to solve new business requirements? During this live-environment demonstration, let’s explore some confidence-boosting basics and exchange ideas to supercharge user adoption. You’ll see in action the Maker portal, personalized settings for you and your users, themes, helpful view features, UCI transition tips, data management best practices, and automation with processes and flows.

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

This session will focus on the new feature of Wave Label printing in D365FO and the ability to print both Case and Pallet level SSCC compliant labels from the system.  In this session we will review the setup needed for printing and then demonstrate the ability to print different labels for different customers.

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.

In today’s business climate, where the focus increasingly is on remote work and digital solutions, user adoption has never been more important. ClickLearn ensures the success of any Microsoft D365 CE implementation or upgrade project by enabling authors to deliver more and better content for training and documentation. In this session, where we unveil a whole new user experience, you will see how you can record your processes and with a single click, produce a complete e-learning portal in 45 languages with step-by-step instructions, virtual assistance, e-learning, and process videos. You can use the virtual assistant to guide your users from within your live solution.  

You will also see how the Replay function lets you automatically update any existing content (including screenshots) to reflect updates to Dynamics 365 for Customer Engagement – including any third-party applications. This feature is particularly relevant for large, global organizations because you can also use it to automatically create language versions of your content with a single click.

Introducing a new tool for your team to use can be difficult. You continuously run into a problem with one of your processes, decide to look into solutions out in the market, schedule calls & demos with providers, review the options, and finally come to a decision. Then comes the onboarding to make sure your team uses the product.

While you know you need the tool, the headaches and politics you have to maneuver through just to get a solution can be daunting. The last thing you want is for the onboarding to drag on and suck more time from your team, ultimately decreasing morale. 

 

We get it! That’s why we’ve designed the best onboarding experience for your team.  Today, things need to happen right now! 

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!”

This demonstration will provide key concepts of Logic Apps for integration requirements, and how they work with Dynamics 365 Finance/Supply Chain.

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.

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.

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.

Web Apps provides opportunities to remotely access Microsoft Dynamics SL. Attend this session if you are a general Dynamics SL user to see a live demonstration of Web Apps and how you can remotely, on any device, access Microsoft Dynamics SL data and features. This session focuses on Quick Query, Reporting, Maintenance screens and more.

Upon completion of this session, participants will be able to describe the Web Apps non-project features, including:

Maintenance screens

Quick Query

Web Apps Printing features

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

Level: Basic