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Dynamics Business Central / NAV

Struggling to balance your inventory sub-ledger to your General Ledger? Once you know what’s happening “underneath” you’ll resolve issues quickly and confidently. This presentation covers what you need to know to realize smoother inventory to G/L reconciliations: the do’s and don’ts, typical scenarios, unusual situations, preventative measures, corrective actions and much more. 

Dynamics BC/NAV is fully embedded in Office 365, which means your ERP processes can now be performed directly in Office, where you are already doing your work. In this session we’ll show how you can now manage business interactions in Outlook, synchronize records between BC and Outlook, use Microsoft Teams to call your Dynamics contacts, share customer notes between BCand OneNote, and work with your financial data in Excel. 

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

Level: Intermediate

CRM can make a significant impact when it is well executed.  One of the most challenging aspects of an implementation is the integration.  The next most challenging aspect is the change management.  Attend this informative session to learn how Stonewall Kitchen and Innovia worked together to achieve amazing results using the built in Relationship Management in NAV/Business Central. Level: Basic

Blue Moon’s Electronic Payment Suite has been automating payment processing from customers for years, and now adds streamlined payment processing to vendors. We are now starting to offer this functionality to Microsoft 365 Business Central customers too! Our Electronic Payment Processing gives you an efficient, embedded credit card capability that is fully integrated for sales transactions entered directly in Dynamics 365 Business Central or integrated from external system, and we will be demoing the product in both Dynamics GP and Dynamics 365 BC.

In this fast-paced presentation we’ll walk through user personalization ranging from simple to more complicated, as well as personalizing cues, so that you can return to your office ready to make an instant difference in your team’s efficiency. We’ll also address key issues to consider when personalizing and building UI elements and Role Center.

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.

When sales tax isn’t applied to a purchase, you could still be on the hook for use tax.

Your business makes a purchase and you notice the seller doesn’t collect sales tax. So, it must be tax free, right? Wrong. Consumer use tax may still apply, and if you’re not actively tracking use tax obligations, you could be making a costly mistake.  

Put simply, use tax is owed on a purchase when the seller does not collect sales tax, or when the use of the product/service (or the location of consumption) results in more tax being owed. Sound complicated? It is, and that’s what makes use tax one of the most mismanaged compliance issues for businesses.

In this session, learn more about consumer use tax, what it is, and when your business may be on the hook to pay it.

•    The events that can trigger consumer use tax requirements

•    The most common consumer use tax management challenges

•    The impact of economic nexus laws on consumer use tax

•    How your business can step up compliance to avoid being audited

This will be one ‘use-ful’ session that you won’t want to miss.

Attend this session to be entered to win the new Xbox series X – exclusively for Avalara session attendees! Winners will be selected at random, based on session attendance.

Dynamics products Avalara works with:

•    Microsoft Dynamics 365 Business Central

•    Microsoft Dynamics 365 Finance & Operations

•    Microsoft Dynamics GP

•    Dynamics NAV

•    Microsoft Dynamics SL

•    Microsoft Dynamics AX

As the Coronavirus outbreak has spread, unprecedented challenges have arisen in distribution centers all over the world. Extraordinary measures have been taken to keep goods and services moving. Leaders in supply chain are building swift & agile response capabilities in order to mitigate the fallout from the crisis. Yet most organizations are still learning to cope with this new reality, and its post-pandemic impacts on warehouse operations. The need to quickly develop and adopt new capabilities that ensure long-term resiliency is now firmly on everyone’s minds.

This session will specifically address 3 fundamental shifts, their impacts on the DC, and how to build the capabilities required to maximize resiliency and long-term sustainability.

1.Consumer Consumption Changes 
2.Re-Shoring Manufacturing
3.Robotics and Automation
Integrations with Business Central will also be highlighted in the Enabling Technologies portion of the presentation.

With all that is happening in the world today how do you plan for what’s coming next.  What are the key components of a strategic IT plan? How are other companies creating them?  Hear an IRL story from an end user and from a consultant on what they have done and seen.  Leave this session with new ideas to energize your planning process. 

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

Level: Basic 

Want to connect to any system, especially non-Microsoft ones? Through the beauty of a REST API, you can! Using REST APIs to integrate solutions will ensure your integrations stand the test of time and are able to adapt with your changing business processes. 

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

Level: Basic

So you have Dynamics NAV/Business Central and you know Power BI is a great platform, but where do you start? Attend this session to learn how to get up and running in a day with Power BI. Download, Link to NAV/BC, Start Reporting! 

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

Level: Basic 

Attend this session to learn how one customer built a highly customized version of Dynamics CRM and Business Central and integrated them to create an end-to-end process automation solution. And multiple ISV’s to boot! 

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

Level: Intermediate

When presenting documents to your customers and vendor, you want to appear as professional as possible.  In this session, we’ll review how to create custom document layouts for such documents as invoices, sales confirmations, purchase orders, etc.  We’ll also review how to create custom formats for specific customers or vendors and control the email addresses that these documents are sent to. 

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

Level: Basic 

Welcome to the D365UG BC/NAV General Session here at Community Summit NA 2020!  Laurie Kuehl,  your D365UG BC/NAV Program Manager and host, welcomes one and all as we gather virtually as a community for the very first time.  In this jammed-packed session, you’ll hear from D365UG BC/NAV Board of Advisors Chair, Lewis Rosenberg. We will hear from Chad Sogge, Principal Group Program Manager, Microsoft Dynamics 365 Business Central, as he shares a glimpse into the future Roadmap for Microsoft D365 Business Central. Afterwards it’s the D365UG BC/NAV All-Star’s helping reveal the 2020 D365UG BC/NAV All-Stars based on your votes.

Production planning is part of inventory planning and it cannot be learned separately, but there are still some specifics available only in the production process. In this session, you will see how to configure inventory planning and how to add all specific for production planning. I’ll explain how to configure production forecast and its relationship with MRP and MPS processes. Also, you will see interdependence of all documents and entries with planning system. On the end we will pass through embedded Machine Learning and how we can use it in planning process. 

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

Level: Intermediate

If you’ve ever struggled with using dimensions or don’t know why you should use them at all, it’s time to solve that! Discover how to tell your company’s financial story by using dimensions to get beyond just the Balance Sheet and Income Statement. Learn how to set up dimensions in NAV/BC to gather complete and accurate data while also preventing blank values and reducing the need for data entry. Find out how to use dimensions to gain control, consistency, accuracy, and efficiency in your financial postings. You’ll leave clarity on all the ways you can view dimensions in your system. 

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

Level: Advanced 

Ready to understand more about the internals of your implementation of Dynamics 365 Business Central/Dynamics NAV? Never had the proper training you feel was needed? Join this session and learn how to use debugger tools to identify and fix issues. We’ll review the art of evaluating variables, identifying which logic and data have caused errors, and pausing code execution to troubleshoot. For Business Central Cloud, we review tools available in the user interface to troubleshoot and correct data and logic errors. 

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

Level: Basic

Want to Crush your sales quota for the year? Learn how to bring deals into the pipeline, move them through the pipeline and close the deals.  Steve brings over 30 years of Sales and Training.  This rapid fire session will give you quick and easy steps to take back to your company to improve your sales teams skills and closing techniques.

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

Level: Basic

Profit doesn’t just happen. Microsoft Dynamics 365 Business Central for Professional Services from Velosio is a single cloud-based solution that provides what you need to plan for profitability from the start. Flexible forecasting and budgeting tools. End-to-end project management. Mobile time and expense entry. Powerful accounting and business management functionality. Combined with deep industry experience and implementation expertise from Velosio, you get a solution that provides everything you need to put profitability first, not last.