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Dynamics 365 CE / CRM

Join this session to learn how to stay ahead of the Microsoft release schedule. Participants will learn: 1) Microsoft release cadence and preparation tips; 2) Where to manage the release; 3) Tips on how to communicate and manage the release cycle within your organization

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

This session is for BAs/Admins/Implementers who may have to solve business problems with Model Drive forms, to get a solid understanding of what is and what isn’t possible with model driven forms in CDS. This includes the following: – Reviewing the basic elements on a form. i.e. is that a Control, Field, Attribute? – What tools exist in the CRM Model driven forms events toolbox for acting on changes to the page, and when should they be used? – What actions are possible via JS, and how can those actions be used together to solve a problem?

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

If you manage the security of your company’s data, while challenging, you also have the opportunity to be a champion for your company with the right tools. In this session, learn how Fastpath can help provide your company to answers important questions like: Do you know who has access to your data, what they are doing with that data, and the risks to your data? With the Fastpath Assure cloud platform, you can answer these questions and provide an internal control framework to meet your compliance needs. Get rid of manual, prone to error, security related tasks and replace them with solid controls around user access, segregation of duties, tracking changes to critical data, and setting up new users. Fastpath will help your company take your security by design to the next level. We also will review the native controls in Dynamics 365F&O/AX around security, showing where Fastpath can help fill gaps and improve efficiencies in security reporting. In today’s world, with GDPR, SOX, and ever-growing number of audits, having the right security and financial controls in place is more important than ever. This session will show how the Fastpath governance, risk, and compliance solutions can help your company become a security and compliance superstar.

We all know the Data Lake and Azure Synapse is on Microsoft’s road-map for D365FO. Join Azure Synapse and Data Lake experts to learn more about this exciting technology and how it can transform you business into a data-driven organization!  Learn how the Canada Goose company is using these business intelligence tools enhance productivity in the company.

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

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

Lets talk about those confrontational situations that happen once in a while during Dynamics 365 Implementations and what is the best way to manage them or diffuse them.

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

Microsoft is releasing new features and capabilities twice a year, and has essentially folded Dynamics 365 into the Power Platform.  With this change, the role of an administrator is expanding into different technologies and ways of solving business problems.  Join us for a discussion of how the Power Platform expands the toolset admins can use for solutions CRM may have fulfilled in the past, and how to keep up with changes and new offerings.  Making design decisions is now more complex than ever – let our discussion give you guidance on where to start!

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

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.

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.

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.

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.

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.

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