The question isn’t if, but when, to make the move to the Cloud. In this session, we will go through the process of migrating a customized on-prem solution to D365 Business Central. We will also cover how you manage your Business Central environments in the cloud.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Whether you’re a supplier, manufacturer, or a buying organization, join Chrissy Mathison to explore how our Full-Service EDI solution can help automate your network, reduce manual entry and save you time and resources.
Smart is sexy and understanding what’s new in Business Central will make you the most interesting person at virtual cocktail parties. With Business Central at the core, we’ll show you the hottest integrations with Microsoft 365 and Power BI. KPIs are king and at your fingertips. See how you can report available cash, sales profitability, inventory value, and net income. With personalization tools and an enhanced user experience, everyone has the ability to work how they want in Business Central.
Join ArcherPoint’s Gwendolynn Massie, a 21-year Dynamics veteran and lover of all things Business Central, for your tour of the features that make you go “wow!” and make everyone see you for the rock star you are.
There’s nothing more powerful than the efficiency of paperless automation combined with Microsoft Dynamics 365 in the cloud. During this session, our automation experts will show you firsthand how together MetaViewer and Business Central increase financial control and end-to-end visibility of the supply chain for streamlined and strategic business decision-making.
Now, more than ever, you need efficient processes to get packages delivered to your customers’ docks and doorsteps. In this session, you’ll learn about how the Blue Horseshoe Supply Chain Cloud works with D365 to help you:
•Use D365 data to connect directly with top parcel carriers like USPS, UPS, and FedEx to get accurate shipping estimates, generate carrier compliant labels, and more.
•Manage asset movement and freight handling across your logistic network including equipment, drivers, dispatch, and settlement.
•Optimize routes, save fuel, and increase driver efficiency.
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.
Customer case study – learn how Caplugs, a global manufacturer of product protection, implemented Business Central SaaS in 4 different countries over 12 months. Localizations, master data management, data migrations, 3rd party integrations, RPA, user training and lessons learned are just some of the topics that will be covered. If you are considering launching Business Central and want a global platform offering a single pane of glass back to corporate, this is the session for you!
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
In this session learn how to design and deploy external-facing enterprise portal solutions using Power Apps Portals, Azure, and Microsoft 365.
See how organizations are creating a secure framework for customers, partners, and employees to access Microsoft 365 content today.
Learn patterns for extending your existing Microsoft 365 and Azure apps and data with secure portals, anonymous portals, or a hybrid approach.
Session Level: Advanced
Made the decision to migrate to Business Central or just investigating? It could be a big project, and you need to know your options are before diving in. At this session you will:
§ Get a detailed, feature-by-feature comparison between GP and BC
§ Learn about the three primary ways that BC can be deployed, and the pros and cons of each
§ Learn about the three migration methods, including when to choose each
§ Get details on Microsoft’s migration tool and the gotchas to watch out for
§ Take home detailed sample migration plans and estimated project costs
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
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.
Taxes are a necessary annoyance for every organization. Depending on where you do business, you will most likely be subject to either sales and use taxes or Value Added Tax. During this session, we ‘ll review how each of the tax types are used and how to set up Business Central to record and report on these taxes. We will focus exclusively on the functionality within Business Central and will not review add-on extensions.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
The COVID-19 outbreak has forced businesses to change the way they operate overnight, having to do more with fewer resources and shifting priorities. The need for automation has become clearer than ever to increase efficiency and free up teams from mundane tasks, such as sales tax compliance.
Managing sales tax can be complex and time-consuming, yet failure to comply can leave a business open to audits and significant fines. Automating tax compliance can reduce that risk and free up teams to focus on higher value projects. Want to learn more? Join our session to discover the benefits of sales tax automation, and how to choose the right technology for your business.
You’ll learn:
• The challenges of tax compliance
• Which industries typically have the most compliance risk
• How to know when your business should pursue tax automation to maximize ROI
• Tips to identify and implement the right automation software
In these uncertain times, the last thing you need to worry about is tax compliance. Don’t miss this session to make sure your obligations are being managed properly and efficiently.
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
Do you have to maintain large numbers of service items? Do you need to track components, service contracts, warranty status, and history? During this session we’ll review the basics on using the service management module to track and maintain service items.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
Your team has a lot of questions to answer when telling the story of the financial performance of the company. Learn how to go beyond the basics of account schedule design and create the most-requested views companies want for reports. You’ll understand how to leverage dimensions in multiple ways to add depth to financial reporting and even learn how to create efficient Excel shells to easily do a simple refresh of the numbers each month – no more dumping the trial balance and reformatting! Increase your ROI of using NAV/BC and create fantastic reports using a tool you already own!
This session will be available for CPE credits pending completion of session survey post event.
Level: Advanced
Upgrading from NAV to Business Central is a challenge for most businesses—time consuming, tedious, and complex. As experts in upgrades, we’ll demonstrate tools, automations, and concepts that help you speed up processes to make upgrades faster and easier.
1) Learn to understand how automated tools can help speed up the upgrade process and give better performance/reliability for your next upgrade.
2) Use this knowledge to build your own tools.
3) Use this knowledge to discuss these concepts with your upgrade partner.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Get crystal clear clarity on the key differences between an upgrade and a re-implementation. We’ll provide a brief analysis on the cost, time, technical challenges, and the final output of these two different paths to updating Dynamics NAV. We’ll also discuss what critical factors lead companies to upgrade or re-implement. We’ll also answer questions about your unique scenario to help guide you to make the best decision for your company.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Your organization’s success is increasingly reliant upon the organizations that make up your supply chain. You may be utilizing multiple solutions from different companies, and trying to figure out the optimum way to have them all work together. TrueCommerce is the most complete way to connect your business across the supply chain – integrating everything from EDI… to digital storefronts and marketplaces. Please join this session to learn how your business can grow to the next level of profitability and cost savings by leveraging TrueCommerce.
Topics will include Dynamics 365 integration for:
o EDI for Customers, Vendors/Suppliers and 3PL Warehouses
o Storefronts
o Marketplaces
DataflexPro is data source for Dynamics CRM package of solutions and Business Central has different data source, but DataflexPro with BC can be used for integration with different D365 products.
Because of that we will introduce how you can use together DataflexPro (and solutions based on it) with BC and how to use it in two different directions. First, if you want to fetch tables from BC into DataflexPro, and the second if you want to use DataflexPro data in your BC making full integration. In both situations, you will be ready to make it with standard and custom tables/entities.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Learn how a national food-service sales agency transformed their accounting department and achieved outstanding results by implementing automation technology.
We’ll go over the use of PowerAutomate Flow to connect to Business Central page data through the WebService.
We will review How to:
– Create a recurring PowerAutomate Flow;
– Review BC page data and how we want to change it;
– What credentials and data we need to set up the connection to BC environment;
– Sending request to get data though the web service and parse it;
– Analyze received data and send an email based on field values;
– Change page data.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
We’ll provide a high-level overview on the main topics of C/AL to AL development. You’ll become acquainted with the technology and what’s involved, while gauging your interest and skill level for pursuing advanced classes. Learn what next questions to ask in your development journey.
This is a summarized / high-level version of the Academy class of the same name.
We’ll cover:
1) What is allowed in Base C/AL Tables and Pages.
2) Understanding of Events – Integration, Database Trigger, & Page Trigger.
3) Understanding of how to Subscribe Microsoft/Add-on Events.
4) C/AL to AL Conversion.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
