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Dynamics Business Central / NAV

Each user of the Business Central application wants their experience to be unique.  We each need to see information on pages in our own unique format.  During this session, we’ll review how to configure your experience to be your own.  We’ll review how to configure and personalize each page to both maintain consistency within groups and also had to individualize your user experience.

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

Level: Basic 

Some companies rush to deploy using the Microsoft Cloud offering because it is perceived as a quick and easy option. However, this may not be the best solution. In many cases, the on-premises option in Azure can offer lower costs and more control of the solution. Join us for this session where we’ll discuss the pros and cons of using the Business Central SaaS/Cloud model and the on-premises subscription model hosted in Azure.

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. 

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 

The average business has 7 different systems responsible for storing data, not just their ERP. We look at how you can use data warehousing to effectively manage your data across your complete technology stack, better enable system migrations, and future-proof your reporting. We also look at how you can leverage data warehouse automation to quickly manage and customize your BI project, as well as developing cubes to enable fast ad hoc reporting and powerful data visualizations. 

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.

We will dive into the flow of materials from their overseas factory to a freight forwarder, port, ship, domestic port, and delivery to the warehouse/factory. 

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

Level: Basic

Not currently using Fixed Assets? Why Not! We will cover the benefits of using Fixed Assets even if they are not integrated to the G/L. Let’s dive into best practices and the benefits of using more of the Fixed Asset functionality including multiple Depreciation Books, Tax Calculations, and options for capturing Maintenance and Insurance. 

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

Level: Basic 

Does the name matter? In this case it does. What was once Office 365 is now Microsoft 365, a more robust solution for office productivity and security. In this session, you learn how Microsoft 365 will help you achieve more with innovative Office apps, intelligent cloud services, and world-class security. 

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

Level: Basic

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

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

No need to convert from C/AL and customization to AL and Extensions lock, stock, and barrel. Learn how to take a hybrid approach by moving your base pages to AL, but keeping other code in C/AL. In addition to reducing upfront effort and cost, it’s a good solution to accommodate your ISV solutions that have yet to fully transition to Extensions. Learn the what, why, when, and where to apply a hybrid methodology to your Dynamics NAV/BC system as you evolve to Business Central and how to make smart decisions related to hybrid upgrades that make sense for your business. 

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

Level: Intermediate

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

Get hands-on experience creating dashboards for measuring Supply Chain KPIs. Choose from 3 exercises using BC and Power BI to Create: 1) Dashboard with Vendor KPIs for on-time delivery, lead times, and number of back orders; 2) Inventory dashboard with inventory KPIs for evaluating ABC class for new items, fast moving items and bin location, number of times counted, and adjustments; or a 3) Warehouse operations dashboard with KPIs such as number of picks and putaways by user, number of cycle counts by user, number of on-time and late shipments. 

Accompanies the How2 session of the same name.  

Level: Intermediate

In today’s work environment, the cloud gives more people access to solutions from a variety of devices. Users complain of multiple log-in requirements. In this session, you will learn how to implement a Single Sign On in the Azure Cloud, along with other ways to consolidate identities across the board for your various servers while still maintaining a secure environment. 

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

Level: Basic