2024 Agenda

Have you ever dreamt of creating your very own chatbot without code? Join me for an immersive exploration of Microsoft's Copilot Studio, a low-code/no-code gem in the Power Platform family. During this session, we will take a deep dive into the world of Copilot Studio, unraveling its essential components. You'll be amazed at the possibilities this tool offers! But that's not all! I'll go a step further and demonstrate how you can seamlessly utilize Power Automate to perform actions on your backend systems! And to add a cherry on top, I'll briefly touch upon the seamless integration with Dynamics 365 Customer Service, where your customer interactions can smoothly transition from Copilot to a live agent. Get ready to be amazed by the potential of chatbot creation without the need for coding. This session is your gateway to a world of possibilities with Copilot Studio!

This presentation focuses on the configuration aspects and requirements for using the manufacturing module in Business Central. In the first part of our presentation, we'll introduce you to production orders, capacity modeling, bill of materials (BOMs) and routings, and inventory configurations for manufactured items. Next, we'll explore automated replenishment, including stock-keeping units, item planning parameters, and avoiding common pitfalls in material requirements planning (MRP). By automating your replenishment process, you can save time and reduce the risk of stockouts, ensuring you always have the materials you need to keep production running smoothly. Join us for an engaging and informative session showing you how to get the most out of Dynamics 365 Business Central's manufacturing functionality. Take advantage of this opportunity to revolutionize your manufacturing process and unleash the full potential of your operations.

Customer Service is due for an upgrade. With the advances in generative AI, Dynamics 365 Customer Service, Copilot Studio, and more, we can finally modernize the end-to-end service experience for customers, agents, specialists, knowledge managers, and leaders. This session will discuss our modernization strategy and our future roadmap.

You have Business Central but are you using it effectively and efficiently? Join me for this session to talk about cool features and functionality you may be overlooking or simply not aware of!! Everything from data entry to processing transactions, there will be tips for everyone!

Welcome for Prospective Customers is a session designed to help you get the most out of DynamicsConLive. You are trying to figure out if Dynamics 365 Supply Chain and Finance is the right product to run your business. Other businesses have requirements that may be similar to yours so come share what you are looking for. We will review the types of information could can expect to find for the next three days. Join us and discover how to get the most out of your conference days.

I remember attending my first conference and feeling overwhelmed by all the content that was offered. A lot of the content was over my head or about new features in Dynamics 365 and the Power Platform that I couldn't implement in my role (I was an end user). This session is targeted to end users to give some tips about what I now know about the platform that I wish I knew sooner. I'll cover some basic configuration tips (like where configuration is done and how easy some configuration truly is), what's all included in the Power Platform and Dynamics 365, an overview of the different CE apps how to learn more about Dynamics 365, and what the Microsoft Certifications mean. We're going to cover a lot of ground in this session and I'm going to set you up for success for having a deeper understanding of Dynamics 365 and the Power Platform! If you're a pro in another product, such as Finance & Supply Chain or Business Central, you can attend to get a glimpse inside the CE world!

Explore the nuances of security and compliance of Copilot in Dynamics 365 Customer Service. In our session, learn essential strategies for ensuring data protection, privacy compliance, and access control within your customer service operations.

With minor releases rolling out every month and two significant major releases within the past year, it can be challenging to stay informed about all the changes. Join us in this session to explore some of the latest and most impactful features that have been introduced in Business Central. The topics covered will include how to use new features to enhance your custom development. You won't want to miss this opportunity to get up to speed with the latest development features available in Business Central!

In this session, you will learn how to use Field Service Copilot to streamline critical frontline tasks and deliver exceptional service to your customers. You will also see how Field Service Copilot works with Outlook, Teams, and Field Service Mobile to provide a seamless and collaborative experience across different platforms. Whether you are a frontline manager, a dispatcher, or a technician, you will find out how Field Service Copilot can help you save time, increase productivity, and improve customer satisfaction. Join us for this session and get ready to harness the power of AI with belts for Field Service Copilot.

Welcome for Upgrading Customers is a session designed to help you get the most out of DynamicsConLive. You may be Upgrading to Dynamics 365 Supply Chain and Finance. Meet the other customers who are in the same upgrade journey as you. We will review the types of information could can expect to find for the next three days. Join us and discover how to get the most out of your conference days.

Do you feel lost in space? Has your data been invaded by other worldly villains? Join Amber Bell for an all-new GP Adventure as you help decide the fate of the original GP Superhero!!

As we build our Dynamics 365 tables, the tables also build our businesses. Let us explore this two-way relationship between the core Dynamics 365 tables and our organizations, how Microsoft wants us to use them, and how organizations are shaped by the tables. Are we getting the most out of Dynamics 365? What is it that Dynamics 365 asks from us? In this session, we will seek to gain a greater understanding of our relationship with Dynamics 365. We seek to understand how Dynamics 365 shapes us while at the same time we shape Dynamics 365 around us. What does this mean for our organization? Where we might go in our Dynamics 365 powered future?

Welcome for Live Customers is a session designed to help you get the most out of DynamicsConLive. You have completed your implementation or upgrade of Dynamics 365 Supply Chain and Finance, and are now using it every day to run your business. There are others who are dealing with the same things, so come meet them. We will review the types of information could can expect to find for the next three days. Join us and discover how to get the most out of your conference days.

Prepare for a high-flying adventure with 'AI-Powered Digital Transformation featuring Microsoft Copilot and Power Platform.' This session, tailored for IT mavens, consultants, analysts, and developers, unveils the inner workings of Power Platform, fueled by Power Apps, Power Automate, and Power BI, turbocharged with the prowess of Microsoft Copilot. Discover the dynamic interaction between these elements, streamlining workflows, extracting precise insights, and honing organizational processes with unmatched precision. Real-world examples, and detailed guidance equip attendees with the arsenal needed to tackle digital transformation head-on. Explore crucial implementation strategies like governance frameworks, change management, ensuring seamless navigation through digital turbulence. Armed with this know-how, attendees soar as leaders, guiding their organizations to victory in the ever-evolving digital space.

In this session we will start from the beginning. We'll talk about when and how to use bank accounts, how to set up the bank statement import and more.

Bring your D365, Dynamics GP, and Power Platform questions to an expert!

Get ready for an epic ride as we showcase Nolan Bank Feeds and Automated Bank Reconciliation modules! In a world where time is money, your finances need to be on point, and that's where our game-changing system comes in. Say goodbye to unreliable bank data feeds or manual bank statement import with Nolan Bank Feeds. Combine it with Automated Bank Reconciliation for personalized matching and auto-posting rules that will take you from auto-reconciling 50% of your data to auto-reconciling 90% of it! Don’t miss this opportunity to embrace technology and revolutionize your financial operations!

Discover the transformative power of inventory, shipping, and shop floor operations with Microsoft Dynamics 365 Business Central and barcode technology. This session highlights the integration of Insight Works' apps and mobile computing options for various operations We will explore Insight Works' suite of apps, focusing on how their barcode functionality improves inventory tracking, shipment processing, and employee time management. - Explore the synergies of Business Central, Insight Works' apps, and barcode technology for optimized operations. - Understand the diverse mobile computing hardware options suitable for various business scales. - Learn about the crucial role of barcodes in improving inventory control, shipping efficiency, and shop floor time collection. - Gain insights into best practices for leveraging these integrated solutions. Embark on this enlightening journey to elevate your operations to new heights of efficiency and effectiveness!

Do you want to speed up processing times, decrease order management costs, and effectively scale your business? Growing your business in today’s competitive landscape without EDI automation is like trying to climb a mountain without a guide. Join SPS Commerce and learn how to illuminate the path to efficiency, clarity, and insight into your business. We’ll explain how you can overcome business challenges with EDI for Dynamics 365. With access to the leading retail network and industry-leading automation, SPS Commerce Fulfillment (EDI) for Dynamics can help you achieve your business goals. Whether you're a small business owner or a supply chain professional, this session is a must-attend to discover the benefits of automated EDI and how SPS Commerce can propel your business to new heights.

Join Avalara for an engaging session as we explore key success stories, uncovering the challenges faced and the transformative impact of tax compliance automation on businesses, leading to remarkable achievements. Discover the pivotal role automation plays in streamlining tax compliance, enhancing financial operations, and fostering business expansion. The effectiveness of seamlessly integrating Avalara's tax compliance solutions with Dynamics 365 will be highlighted, along with our key strategic products to boost your productivity. Join us for an enlightening discussion, and gain insights into the strategies and technologies that can propel your business toward success. Don't miss this opportunity to learn and apply key lessons to drive positive change in your organization.

Is poor inventory health affecting your customers and impacting your bottom line? We have the solution! Keep your business in tip-top shape with inventory specialists - Netstock! Don't let poor inventory management hold your business back. Join inventory specialist Vaughan Proctor where he'll demonstrate how, together with Microsoft Dynamics, Nestock allows you to: Place accurate orders Prevent stock-outs Minimize excess stock Optimize material resource planning(MRP) With Netstock, your business remains agile. Quickly adapt to supply and demand trends and stay one step ahead of your competitors! What's the current health of your inventory? Take our short quiz, bring the results to our booth for a complimentary consultation with our inventory specialists, and collect your complimentary first aid kit.

Business expansion comes with great opportunity, but also inherent risk, particularly in the realm of global compliance. Join us as we discuss the unique challenges businesses face when expanding into new regions and discover the transformative power of automation in mitigating risks and streamlining compliance. In this session, we'll unravel the complexities of tax compliance, discuss automation strategies within Dynamics 365 and Vertex, and gain valuable insights into the essential tools and techniques that pave the way for successful business expansion. Join us to discover how together, Dynamics 365 and Vertex, are indispensable assets for business expansion and successfully navigating the intricate landscape of global tax compliance.

Do you dread the annual budgeting process? Does it take too much time to update forecasts throughout the year? Do you have the right analysis tool in place to measure performance and automate key management reports? Good News – all this and much more can change in as little as a day! Join this session to learn how Solver's QuickStart Deployment can help you rapidly connect your D365 data and unlock a suite of ready-to-use report templates to achieve: • Advanced Reporting: Move beyond traditional reporting to generate fast, easy, and accurate insights that drive action and results. • Advanced Planning: Seamlessly weave your financial and operational data for holistic planning. Go beyond the basics by budgeting for any time-period (custom calendars) and any data source. • Adaptive Forecasting: Tailor predictions based on dynamic business environments. • Strategic Decision Making: Stop the guesswork with powerful visualizations to spot trends and opportunities quickly and accurately.

In this session we’ll discuss integration, virtual integration (display data from one system inside another), migration of historical data (embedding and displaying legacy data within your Dynamics 365 system), reporting across multiple apps, building custom lists without code, and much more. Whether you are using Business Central, Finance, Customer Engagement or GP - the eOne suite of tools allows your systems to fully talk to each other and build a complete solution around your Dynamics 365 environment.

Between your data, teams, and processes, your organization is constantly navigating through the ever-changing landscape of data management and process optimization, all while adopting new technologies and maintaining business continuity. In this session, we’ll cover how to seamlessly integrate robust backup and recovery strategies that fuel innovation without compromising on resilience.

Join Mekorma to explore how simple changes in your AP processes can lead to significant impacts. Discover how workflow enhancements - like automating invoice attachments to transactions, enabling mobile approvals, and partnering with a payment provider - can dramatically improve operational efficiency and financial health. This session will reveal how ERP-embedded Mekorma solutions help you make small process adjustments for big payoffs.

You might have heard of Leapwork.... but what sets their testing solution apart from the rest and why did Microsoft just select them as their strategic partner for automating Dynamics 365? Hear about business use cases from early adopters and learn why industry influencers are talking about them.

Ready to SIMPLIFY your life? Come see how PowerGP Online makes Dynamics GP easier to use, and more powerful, too! Not only have we modified dozens of windows to reduce mouse clicks and increase usability, but we have also added free NEW MODULES! PowerGP Import makes imports and updates a breeze. PowerGP Banking allows you to instantly download transactions from your bank accounts and credit cards and makes reconciling with what is already in GP fast and easy. And be the first to see PowerGP Payments, electronic payments built specifically for Dynamics GP! And so MUCH MORE! Once you see it, you will never want any GP that isn’t PowerGP!

Cavallo is amped up to introduce you to our product portfolio, including Mission Control and Profit Analytics! Companies across the globe are plagued by razor-thin margins. Cavallo’s decades of experience show that as many as 30% of their orders leak profit and leave money on the table. To achieve their margin potential, they need the ability to identify where margin leakage exists and proactively prevent those leaks from occurring, while maximizing order efficiency and throughput. That’s where Cavallo comes in. Join this session to be one of the first to see Mission Control and our brand-new product, Profit Analytics. Learn how to leverage Cavallo's solutions to save up to hundreds of thousands of dollars each year.

Create your own automated, paperless Accounts Payable (AP) process from purchase to payment with powerful, yet user-friendly cloud-based AP automation. Join Yooz AP Automation, a Microsoft Preferred Solution, for a discussion on how powerful Purchase-to-Pay (P2P) automation in conjunction with Microsoft Dynamics can increase efficiency and month-end accuracy in an easy-to-use and seamless integration on a secure and accessible cloud-based platform. Do more with complete, end-to-end AP automation thanks to Microsoft and Yooz. In this session you will learn: Why it’s time to automate the entire Purchase-to-Payment process How to create Seamless AP automation for Dynamics users with Yooz integration Learn how to turn the AP workflow into a profit center with Yooz and MS Dynamics Live Demo: How MS Dynamics users benefit from AP Automation with Yooz Imagine the possibilities of powerful, flexible, and dynamic workflows tailored to your organization.

User Acceptance Testing (UAT) is a crucial phase in the software development lifecycle that must be completed for project success. However, like other processes, it comes with challenges that stem from time constraints, incomplete requirements, and inadequate data. In this session, you’ll hear about some powerful best practices we’ve learned and adopted from what we’ve experienced in the field.

This session will give both Developers and Users/Consultants some insight to some of Development Standards that seem to have been forgotten. Standards that will help users and keep support to a minimum. When doing the development for a process, it is important to keep the user experience in mind as well. There are several easy tips and tricks to ensure a smooth user experience.

The world of low code solution development is changing with new generative AI powered Copilots. In this session, we'll explore what we can do with the Copilots across the Power Platform (Power Apps, Power Automate, PVA and Power Pages). You'll see real world examples and uncover tips and tricks to get the most out of the functionality.

In this session we will review all of the new additions in the Finance areas of Dynamics 365 Finance and Operations, including some demos, highlights on the AI and Co-pilot capabilities added, and a view of what's planned on the roadmap in the coming wave.

In this session, I will show three common use cases for automation inside standard business processes, using Microsoft Teams, Power Automate and Dynamics 365. I will also explain how these use cases can be translated to connect to other accounting and ERP systems using PA along with additional steps you can utilize with SharePoint as well.

Embarking on a new journey need not be intimidating. Join us in this session to explore the fundamental principles of dynamic sales and witness them in action.

Join us and discover the power of Workflow throughout Dynamics GP, where robust workflow capabilities redefine, operational efficiency leveraging approvals seamlessly integrated into Outlook. Follow along using a “Day in the life scenario” to walk through different processes following key internal controls. Delve into complex workflow design, including the configuration and approval of Vendors, Accounts, Requisitions, and Purchase Orders, extracting maximum functionality from your Dynamics GP. Gain an understanding of often-overlooked key GP functions that add significant value with minimal deployment, and we’ll also discuss Modern Authentication requirements that you need to know about. Our session includes "tips and tricks" for setup and designing workflows as well as covers some other underutilized functions. Don't miss this opportunity to elevate your Dynamics GP experience with practical insights and expert guidance.

Are you interested in enabling and optimizing Citizen Development for your organization but unsure of how to navigate this uncharted territory? Transport Canada's Power Apps Centre of Excellence (PACE) has been working at this conundrum for years, and this session discusses what we've come up with. Topics covered include: how to structure your tenant, leveraging the CoE toolkit to both support and effectively monitor Citizen Developers; how training and support needs differ from Professional Developers; defining where Citizen Development is (and isn't) appropriate; how to establish effective Fusion Teams; managing expectations and defining obligations for each "flavor" of development; finding the right governance balance between innovation and risk management; ways and means to be inclusive with your Citizen Developers; the often thorny question of maintenance; and establishing a development community that can support one another.

Business Central, including it’s integration with Power BI, provides numerous reporting options. And options continue to grow. But which is the best way to provide the information for a particular business user? In this session we will learn about all the reporting options for Business Central and select the best one to satisfy your business user’s needs by making sure it has the: 1. The right information 2. In the right format 3. At the right time 4. Using the right delivery method

Bring the power of community home with you! DUG Meetups are accelerating into the next universe with new groups starting all over the globe. Join this session and learn about local user group meetings. Whether you are looking to learn and network with locals, help lead a group, or be a heroic sponsor – Liz will cover it all! DUG Meetups are free to attend and lead, so why not?

Join us for an engaging panel session, where industry experts dive deep into the intricacies of AI governance within Dynamics 365, with a special focus on integrating Copilot while ensuring compliance. Discover how to strike the perfect balance between innovation and regulatory adherence as our panelists share insights, strategies, and best practices gleaned from their extensive experience. From identifying common governance challenges to implementing effective frameworks and ensuring data security, this session promises actionable insights that will empower you to navigate the complexities of AI governance in your Dynamics 365 projects. Don't miss this opportunity to gain invaluable knowledge and guidance from seasoned professionals, and take your AI initiatives to the next level with confidence. Moderator: Rick McCutcheon, PartnerTalks Panelist: Nancie Calder, Executive Customer Engagement Practice - Global Panelist: TBD Panelist: TBD

Security is never perfect, but it can be better and without a lot of effort. In this session, you'll learn how to make BC security better tomorrow than it is today. We'll cover practical tips to quickly improve security and principles for longer-term maintenance.

In this session, we will talk about the new features in Dynamics 365 Commerce that have been added recently. We will cover many features at a high level and deep dive into a couple of key items. We will focus on how to know whether the feature is relevant to your business and provide additional resources on how to learn more and get the features installed.

Don't want to work with the complexity on full manufacturing in Business Central? Assembly Order can do much of the same function with reduced setup and processing. During this session, we'll review how to setup and use assembly orders and discuss some of the differences between assembly orders and production orders.

Join me as we delve into the simplicity and flexibility of creating custom confirmation dialogs, duplicating records, and carrying out bulk updates with enhanced safety measures, all with Power Fx. This session is perfect for those looking to streamline their Dynamics workflows and for professionals eager to leverage their Dynamics 365 platform to its fullest extent with minimal coding requirements. Key highlights of this interactive session will include: - Building user-friendly custom confirmation dialogs to improve user interactions and data input accuracy. - Efficiently cloning records to streamline data management processes to save time and reduce data entry errors. - Allow bulk update in a safe way, limiting the chances of mistypes wreaking havoc on your system. - Integrating Power Automate flows to make Command Buttons much more powerful. - Show in-app notifications to your users.

Timing is everything, and Data drives decisions. In this session we will discuss how to establish a richer understanding of your customers, by virtue of data coming together from multiple disparate systems and unified. Then using this data set to empower the creation of customer journeys that can be triggered in real time as information across the enterprise is made available to systems of ACTION. We will discuss how the data is unified in a no code SAAS application to democratize data management for systems of advanced analytics and enriched with AI models then simultaneously made available to systems of activation without the need for expensive integrations. Then we will demonstrate how that data is accessed in systems of action to automatically trigger engagement as data changes.

This session will include an overview of the latest features released in Dynamics 365 Supply Chain Management, including the latest AI Copilot innovations.

Come learn about the ins and outs of canvas and model apps on the Power Platform in a fun and interactive session! We’ll cover the differences, features, and strengths of each app type so you can make the best decisions for your projects. This session is perfect for new app makers looking to up their game and have fun doing it!

In many industries, paper-based inspection processes can be time-consuming, inefficient, and prone to errors. This session will explore a customer journey where we use the Power Platform to automate and digitize an inspection process, reducing manual efforts and minimizing the risk of errors. We'll take a look at how organizations can quickly build custom inspection apps that capture data in real-time and integrate it with their existing systems and data sources, such as SharePoint. Additionally, I'll show how you can turn Power BI, traditionally a space of data consumption, into a place of action by building a Power App directly in a Power BI report. Whether you are in construction, manufacturing, or any other industry, this session will provide you with the knowledge and tools you need to eliminate your paper-based inspection process and achieve a more efficient and streamlined inspection process using the Power Platform.

Collaborate more efficiently with your team by integrating business data into Microsoft Teams, the primary platform for teamwork in Microsoft 365. Whether you are discussing work matters with colleagues across departments or assembling a team for a vital project, the Business Central app for Teams simplifies conversations. It enables you to take action on your Business Central data without leaving Microsoft Teams. By using Business Central on Outlook, you will acquire a set of valuable tools that help you achieve your business objectives. You will see remarkable outcomes regardless of how you use Business Central in Outlook. This session will demonstrate how to use Business Central with Microsoft Teams and Microsoft Outlook.

Does your company struggle with understanding inventory value and what drives these values? Understanding and proper management of the factors that determine physical and financial inventory values are important to both the finance and operations teams of a company. During this session we will walk through the inventory lifecycle in Dynamics 365 F&O and examine the physical and financial values during each stage. From product receipt to sales invoice, attendees will gain a deeper understanding of where inventory values originate in the system, how they are calculated, and how to maintain them. Together we will explore how these values are impactful across different modules and processes within D365 F&O.

When tailoring, extending or building applications the suggested approach from Microsoft for D365 BC is Appsource, Power Platform and then custom DEV. How typical is this? Is this working for common scenarios? Are you asking yourself the question on which should I choose? Why should you even consider multiple avenues for addressing customer requirements? Join me to hear about numerous scenarios where a decision has been made one way or the other. Hear from others on what has been working for them and what they believe is common practice. And have your chance to express what has been working for you and your projects!

Environmental, Social & Governance (ESG) is the cornerstone of a better future for all of us. Join for an insightful session that explains what ESG actually is and how it affects organisations globally EY will start with explaining how ESG impacts all organisations, and some of the measures that companies are currently doing to be impactful around it With this backdrop, EY will then share his thoughts on how Microsoft leads the way in sustainability efforts through cutting-edge technical solutions, leveraging Azure, M365, Power Platform & Dynamics 365 including demos These solutions facilitate organisations to be able to facilitate sustainability tracking & reporting, including tools to measure, manage, and improve their environmental impact across carbon, water & waste Whether you're a solution provider, consultant, or technology enthusiast, this session will equip you with insights on how you can play a crucial role in the sustainability process, and add value for customers

Wondering why related records/rows behave strangely when their parent record is assigned, shared, or deleted? Unsure of how to configure a lookup or relationship between two entities/tables? Looking to save some time entering data when creating child records? In this live demo, Sarah shows you how to be come a relationship expert in Dataverse and Dynamics 365. She will demonstrate how to create and configure a new relationship as well as configure existing relationships. She also provides examples of when to use the behavior types to the best of their ability. Sarah also demonstrates how to use data mapping in these relationships.

In this session we explore how to use event-based activities to insert a PowerApp into a business process inside D365 F&SCM. By creating a PowerApp that can run on a tablet or other mobile device, learn how this technology is used to create a Quality Control App that allows users to determine production quality, by utilizing business events during production order execution.

Business Central isn't a one-size-fits-all solution. Instead, Business Central provides numerous configuration options to enable warehouses and supply chains to manage their specific processes. What is Business Central capable of when it comes to warehouse configurations? Join this session, and we will provide an overview of warehouse configuration options and approaches in Business Central.  Learning Objectives: - Understand how to decide which configuration and documents make sense for you - Understand basic functionality, including inventory put-aways, picks, & movements. - Delve into advanced features, including warehouse receipts, various worksheets, bins, and the warehouse item reclassification journal. - Understand the different classes of warehouse configuration - Learn how the Location configuration options impact Warehouse Documents - Learn how to use various Warehouse Documents, such as Warehouse Shipments, Picks, and Movements

Join Rachel Profitt, Principal Program Manager at Microsoft, while she explains the ins and outs of the business process catalog. She'll explain what the catalog is, where you can find it, how to provide feedback on it, but more importantly how to use it. She will demonstrate how to import the catalog into Azure DevOps and how to use the tools to drive successful implementations, whether your first phase or your continuous improvement project. You'll also get a sneak peek into the roadmap for the catalog, guides, and related tools.

Dynamics 365 Customer Service and Field Service, culminating in a holistic Full Circle Service experience! Join us for an insightful session dedicated to illuminating the seamless journey from customer case to work order and the frontline worker, there and back again. This event is designed to showcase the convergence of Dynamics 365 Customer Service and Field Service, highlighting how these integrated solutions create a unified ecosystem for optimal service delivery.

Have you been told that moving to the cloud means leaving Dynamics GP behind? In this session we will bust that myth and show you several options for taking the Dynamics GP system that you know and love to the cloud without disrupting your business or losing your data. If you have anxiety about what a move to the cloud might mean for your accounting team, this is the session for you! Learning Objectives: 1. You can move your Dynamics GP to the Cloud 2. Azure and Dynamics GP: Should I try it? 3. What are my Private Cloud Options for Hosting Dynamics GP?

In our digitally connected world, accessibility is no longer a goal; it's a necessity. Join our captivating session exploring Chat GPT's transformative potential as an accessibility tool. Discover how it's revolutionizing disability interactions, breaking barriers, and creating opportunities. Dive into practical examples showcasing its power to enhance lives. This session isn't just about one-way assistance; it's about fostering inclusivity. Explore how Chat GPT enables active engagement and support for individuals with disabilities, creating an empathetic digital environment. Get ready to unlock the potential of Chat GPT, fostering a more inclusive, connected, and compassionate world. Join us, and together, let's empower accessibility for all.

Explore the untapped potential of Vendor Collaboration Portals within Dynamics. This deep-dive session will demonstrate how to establish seamless communication and collaboration channels with your vendors, fostering a more efficient and transparent supply chain ecosystem. Learn to leverage the collaborative features of Dynamics 365 to streamline order processing, share real-time information, and enhance overall vendor relationships.

Embed AI capabilities in your Power Automate flows. Join us in this session and learn how to integrate AI capabilities in your Power Automate flows as we demonstrate how AI Builder can help you and your organization save time and money by augmenting simple flows with Artificial Intelligence. In this session we will work with simple use cases, based on real business requirements that all attendee can relate to.

In this interactive session, you’ll dive into the world of budgeting and cash flow forecasting within the dynamic environment of Business Central. We will look at how to set up and manage budgets effectively, ensuring your business stays on track and profitable, understand the art of cash flow forecasting, predicting future cash inflows and outflows to avoid potential shortfalls, and utilize the powerful features of Business Central to streamline your budgeting and forecasting processes.

Discover how Power Automate can unleash even more power for your SMB. This session will take a look at approvals, integrations, and automated workflows. You will walk away with practical use cases you easily implement in your organization.

Business Central Online is a fantastic SaaS ERP solution, but it has some limitations that you need to be aware of before you start your implementation. If you have lots of users, operate 24x7, have operations in multiple countries, have lots of companies, or import a lot of transactions, you'll need to read the fine print! In this session, Steve Endow and David Wheat will present the technical and licensing considerations for large, distributed, and high volume customers looking to implement Business Central Online.

In this session we will look at the new features available to help automate the accounts payable process and how they are setup starting with the new Invoice Capture Solution. Other tasks include: -Automatically apply prepayments to vendor invoices -Automatically submit imported invoices to the workflow system -Match product receipts to pending vendor invoice lines -Simulate posting before a vendor invoice is posted -Quickly view workflow and automation history -View and analyze the results of automating vendor invoice processing -Resume automated processing for multiple invoices

If you are already using or considering implementing Jobs in Business Central, this session is for you. We will share tips on job posting groups, consistent job setup, WIP posting, and job completion that will take your jobs process from frustrating to fantastic!

Increase your productivity by taking advantage of the out of the box Copilot capabilities available in Dynamics 365 SCM. In this session we will review the functionality of the Generative Help Copilot and the Procurement Change Workspace.

Dynamics 365 has a way of thinking, a certain philosophy, which if followed provides you with tremendous benefits. You have the freedom to build Dynamics in any way you please, but by understanding the relationships and ideals of the core tables you will gain greater compatibility with the rest of the ecosystem. This session will provide you with the thinking behind the system and help you understand why and how Dynamics tables are structured the way they are. For it is only after you understand the rules of the system that you can know when to break them.

Do you find security and user licensing in D365FO confusing? Are you worried you are assigning too much access or overpaying for licenses? Not sure where to start to try and reduce your access risk or licensing costs? In this session, we will help you answer all of these and more about security and user licensing. We will cover processes to use to correctly determine least privilege security as well as covering the process Microsoft uses for determining licensing requirements and the impact that security has on licensing. Furthermore, we will go over steps you can take to ensure your company is not over-paying on licensing and save your company money.

Did you know that Business Central can calculate order shipment and delivery dates based on an items known and expected availability dates? Accurate shipment dates can be provided or, if the customer requests a specific delivery date, Business Central can assess whether the delivery date is realistic using the Order Promising functionality within Business Central.

Join us for an introduction to Microsoft's first-party voice and chat channels for Dynamics 365 Customer Service. In this session, we'll explore how these channels can help organizations provide seamless and personalized customer service experiences. We'll cover the key features and capabilities of the voice and chat channels, including Copilot, intelligent routing, real-time sentiment tracking and translation, and how you can leverage Azure Communication Services or bring your own voice channel. We'll also discuss best practices for designing and implementing effective voice and chat experiences. By the end of this session, you'll have a solid understanding of how the voice and chat channels work, how they can help your organization improve its customer service capabilities, and how you can quickly setup an internal 30-day trial to test out its features.

As we look to the future of ERP, AI will play a critical role in redefining how our teams work, how we reimagine traditional processes, and how we improve business performance to maintain a competitive edge. Join us to learn how you can use generative AI in your supply chain and finance systems today and discover how Copilot can help you unleash the power of ERP and transform the way you work.

Here is your opportunity to bring any question you have about the GP Sales module....and ask an expert. Sharing your questions during this open session inspires and educates everyone in attendance. Tips and tricks will fill any gaps to help inspire more complete use of the Sales module in GP.

It's time!!! Time for the Power Automate vs Azure Logic Apps cage match. Each contender will show why they think they reign supreme when it comes to automation in the Power Platform. In Round 1, contenders will introduce themselves. Contenders will show off their strengths in Round 2. Round 3 will get more intense when the referee presents real-live scenarios as contenders are pitted against each other to see who can best beat down the problem. 1. Obtain a basic understanding of Power Automate and Azure Logic Apps. 2. Learn the strengths each tool has to offer. 3. Identify the best scenario for each tool.

Ever wonder how you could take advantage of Microsoft Power Virtual Agents to better interact with your Microsoft Dynamics GP data? Wonder no more! MVP Mariano Gomez takes you through this journey that will show you, LIVE, how to create an interactive chatbot that consumes your Microsoft Dynamics GP data to answer very immediate questions. Gone are the days of memorizing tedious menu entries to answer simple questions. Come an join this interactive, hands-on session and learn from one of the best in the business: 1. Explore the pre-requisites needed to get Microsoft Dynamics GP to talk to Power Platform. 2. Learn the principles for building interactive, secure, chatbots. 3. Ask the questions that are preventing you from deploying this technology.

Generative AI, like ChatGPT, is taking the world by storm. Microsoft has harnessed this powerful tool combined with your company’s data (Microsoft Graph) to enable natural-language generative AI assistance to increase individual & team productivity with Microsoft Copilot. This session will cover: · How D365 Sales, Customer Service, Marketing, & more are incorporating Copilot into the user experience · Overview of how to use Generative AI in Power Virtual Agents & Power Pages to leverage natural language prompts that provide better & more relevant answers to customers · The power of Copilot in Teams working alongside you & your colleagues for improved productivity · How Generative AI can assist you in the creation of Power Apps and Power Automate Flows · The powerful enhancements Copilot has to offer & how they are accelerating, but not replacing, humans You'll walk away with a ton of knowledge, cool demo videos, & how-to instructions to spice up your UX & CX with your very own Copilot!

Ever wondered how Dunder Mifflin could have managed if they had Power Platform at their disposal? In the spirit of The Office, let's explore a use case (almost) straight out of Scranton. Imagine a government human resources group, struggling with a 120+ step new hire onboarding process involving multiple parties, disparate systems, and of course, lots of paper. The pandemic and return to office only added more complications like a day under Michael Scott. Enter in Power Apps, Power Automate, and a little RPA to turn chaos into calm, manual work into a streamlined, automated system. During this session, we’ll look at: • The practical application of Power Apps, Power Automate, and RPA • The magic of DocuSign and Power Automate integration • Using RPA for handling disparate systems and more By the end of this session, you'll be inspired to transform your onboarding process from ‘ugh’ to ‘ahh’, making every day the best day ever - Pretzel Day.

Word templates are a great way to automate email marketing in Business Central. By using word templates, you'll be able to send more messages to your customers in less time. The session shows how to create a word template in Business Central and how to use it to bulk message your customers. After watching attending this session, you'll be able to send automated messages to your customers in Business Central with ease. The session includes a demo, how to connect related and un-related entities, generating Word Template using ChatGPT and connecting Business Central fields to template, a test of the word template generated from BC and a test of emailing word templates in BC.

Whether you’re at a beginner, intermediate, or expert level with Microsoft Dynamics 365 and Power Platform, you’ll be interested to know there is a team at Microsoft thinking about you every day. We build technical learning content and instructor-led training to prepare you for projects and roles in Business Applications and AI. When you’re ready, we provide assessments that validate your skill level, awarding credentials like Microsoft Applied Skills and certifications. In this session, we will walk through the current learning and credential options for each level of skill in Business Applications and AI. We will also share early thinking on the future of our learning content. You’ll have the opportunity to ask questions, provide input that shapes the future vision, and take away ideas for next steps in your own learning journey.

This introductory session will cover how and where to get started with BC Telemetry reporting with Power BI. We'll view reports and discuss key approaches to uncovering helpful information living inside BC that will help administrators, implementation specialists, and developers understand more of what is happening inside the system.

This session will show you all the features of the financials in BC. We will walk through rows, columns, budgets, exporting and analysis views for those extra dimensions. Come learn all the tips for creating financials in BC.

Embarking on an upgrade journey? Don't let unexpected obstacles hinder your progress! Join us for an insightful session where you'll gain crucial insights into the potential pitfalls of upgrading. We'll explore the impact of old setups, personalizations, permissions, naming convention changes, and email workflow adjustments, ensuring you're well-prepared to tackle these "upgrade gotchas" head-on. Don't risk a bumpy upgrade ride – arm yourself with knowledge for a successful transformation!

If you've got a burning question about anything finance related, you'll want to bring them to this session where we'll take your questions and get them answered from a panel of experts. (Experts TBD)

Architecting Dynamics 365 and Power Platform business application used to mean just worrying about forms over data and some custom logic and some automation. Modern business applications are now expected to include AI and often this involves more than just flipping on copilot and hoping users love it. Solution architects must think about how to approach solving business problems differently, must evaluate the different options for infusing AI, and must consider the ramifications of their intelligence infused architecture they are proposing.

You will walk away from this session with 5 tips and tricks to protect yourself, your family and your business from ransomware, phishing attacks and other Cyber Threats while you are online. We will discuss: • why 8 character passwords won’t protect you and what you can do about it; • why forcing password changes every XX days is no longer recommended; • how to make sure that Work From Home offices are not exposing your company to a cybersecurity threat; • how to protect your data on public hotspots; • which mobile devices are secure… and which ones are NOT; • how to spot a fake email (hint: its getting harder); • and much, much more.

This session is targeted at D365 Customer Engagement system admins who are looking to understand how to use Power Automate to extend their CRM system. We will review Power Automate connectors, do a deep dive into the two Dataverse connectors, how to use and write flows using Dataverse triggers and actions, and share sample flows to help extend: Dynamics 365 for Sales, Dynamics 365 for Marketing, Dynamics 365 for Service.

Embark on a journey to master the art of scheduling within Dynamics 365 Field Service. This session is designed to guide you through the intricacies of effective field service management, focusing on a spectrum of scheduling scenarios. We will delve into internal and external scheduling dynamics, strategies for selecting the ideal service provider, and the nuances of resource scheduling optimization. Explore the complexities of managing multi-resource and multi-day schedules.

This session is for those who are new or looking to expand their knowledge with dashboards and reports for Customer Engagement. Leverage out of the box functionality, learning how to create dashboards and reports.

Learn how to write SQL queries to extract data from Microsoft SQL server database to use in your own reports or applications. You’ve heard the buzz words: SQL, Database, Tables, Views, Stored Procedures, Queries… In this session, you will learn what they mean and how to use them. Basic query techniques through more advanced topics will be covered. Tips and tricks for SQL Server Management Studio will be sprinkled in along the way. This session will focus on getting data from Microsoft Dynamics GP, but the concepts can be used on any SQL database. SELECT this session and be DISTINCT. Don’t be LEFT out BY not making the RIGHT decision to JOIN this GROUP. It’s WHERE everyone will BE HAVING ALL the fun getting their queries IN ORDER!

During this session, hear from a Gen-Xer and a Millennial about how they’ll have cracked the code to market across generations to drive demand. It’s more about when you started using technology than anything. We will discuss trust, tech, buyer’s committees, and how generations consume content and buying cycles differently. We will also explore the similarities around self-education styles and the psychology behind it all. Learning Objectives: - How to determine which content formats work for different generations - The evolution of the marketing and sales journey for your target audience - Why the trust factor is so important in marketing and technology across the ages

In most implementations, its all about minimum viable products and getting to the objectives. And then everyone leaves... and no then its all about 'innovating' and finding your own way. There is little time spent on end user enablement. Its time for that to change... Take control of your data and understand how your data comes in an out of your ERP. Explore on your own, test on your own, then execute valuable use cases on your own. In this session, we'll demonstrate multiple common scenarios that companies encounter such as creating Sales orders, purchase orders, customers, free text invoices, data cleanup, etc using Excel. The goal is to leave this session being able to execute on your own scenarios right out of the gate.

The right reporting tool can make a huge difference in development costs and user adoption but knowing which tool to use (and when) can be a challenge. During this session, users will learn when to use standard Power BI reporting, paginated reports, Excel-based reporting, customized Dynamics 365 Finance reports, OData, or a combination to meet their specific reporting needs. We will dive into the wealth of out-of-the-box reporting Dynamics 365 F&O has, where to look, and what changes users can make without having to engage in any type of code changes. Finally, we'll review common D365-to-report "data plumbing" approaches to demystify how your critical information gets from point A to point B.

Dataverse Virtual Tables is a platform capability allowing Model Driven App developers to provide a unified experience for multiple sources of data. This means that some of your data may reside in the Dataverse database while some may reside in external data sources. The Virtual Tables solution ships with out of the box providers, but what if these providers don't quite fit your current solution requirements? We can build our own custom data provider for Virtual Tables that surfaces data from an external data source. This session will provide a quick walk through of requirements dive right into building our own custom data provider for Virtual Tables. We review code behind the plugin events for Retrieve and Retrieve Multiple, demonstrate how to transform your data, and see the plugin surface data live in our Model Driven App.

Ready for some "aha!" moments? Want to be the praised hero by back at the office? In this fast-paced session we'll dive into 30 settings that will greatly impact business productivity for you and your company. Come and (re)discover powerful setup tweaks that empower yourself to achieve more. Learn about some setup basics and features that you maybe don't know about, which will make you shine. This session is for functional consultants who are either relatively new to Business Central, or those who would like to rediscover the power of Business Central.

🌵 Howdy y'all! Welcome to our Wild West Casino Night at DynamicsConLIVE! 🎲 Every guest receives a raffle ticket upon entry. Here's how to get more chances to win: 🃏Blackjack: Score a blackjack, get a ticket. 🎡Roulette: Guess right, get a ticket. 🎲Craps: Roll a 6 or 8, get a ticket. All tickets will be entered into a drawing for one of (5) $25 Amazon Gift Cards. Drawing happens on Wednesday, 5/15, via push notification from our app, Brella. Don't miss your chance to win big in the Wild West! 🤠🎉 Thank you to our Reception Sponsors: Yooz, Dynamics Connections, and Aqueducts Consulting. At 5:45 PM we will pause for Community Superhero Award Winners. The Dynamics User Group (DUG) Community Superhero Awards recognize the efforts of the amazing volunteers who contribute their time, energy, knowledge, and more to help others grow in the DUG community. These Superhero Awards were nominated and voted on by you, the DUG community.

Join us for an evening of culinary excellence, refreshments, and entertainment at the TechFluent Gala, anticipated to host 200 guests. Get your ticket today! https://www.ticketsignup.io/TicketEvent/TechFluentGala With prominent community leaders in attendance from Microsoft leadership & Microsoft Partners, the Gala offers unparalleled networking prospects, allowing participants to forge meaningful connections and gain valuable insights into industry trends, upskilling initiatives and DEI strategies. Attendees will have the opportunity to engage with TechFluent program graduates, gaining firsthand insights into their upskilling journey and the impact of the program. Your attendance is a commitment to empowering underrepresented communities, fostering a supportive ecosystem for professional growth.

If you’re having trouble fulfilling your orders with Advanced Warehousing in Business Central quickly and easily, we can help. We will demonstrate navigating through outbound documents, including Warehouse Shipment creation strategies based on Ship-To’s and territory routes. We will also leverage Power Bi dashboards to make informed decisions about when to trigger fulfillment on specific orders. Learning Objectives: Upon completion, participant will: • Understand the limitations of fulfillment for Advanced Warehousing. • Learn multiple methods of creating a Warehouse Shipment. • Understand the benefits of operations dashboards for fulfillment decision making.

In this session, we'll talk about D365 Commerce's eCommerce B2B and B2C solutions and their use cases. Specifically, we'll discuss the lessons learned in implementing these the B2B and B2C solution in a ground up Dynamics 365 Commerce implementation for a manufacturer in 14 weeks. Dynamics 365 Commerce is not just for retailers, especially when looking at the B2B side of the house for customers. In my experience, almost all D365 companies could benefit for implementing a B2B portal. But is D365 Commerce the right solution? In addition to the lessons learned, we'll also discuss alternatives, benefits, and best practices for implemeting an eCommerce solution holistically.

Despite advancements in technology and increasing awareness of gender equality, women are still underrepresented in leadership positions within the tech industry. This panel session aims to shed light on the challenges women face in climbing the corporate ladder, discuss strategies for overcoming barriers, and highlight the importance of diversity and inclusion in tech leadership. Discussion Topics include: 1. Understanding the Gender Gap 2. Overcoming Imposter Syndrome 3. Navigating Career Advancement 4. Cultivating Inclusive Work Environments 5. Future Outlook

Whether you are a single developer, work in a team of developers, or manage external developers, Source Control Management (SCM) systems provide tools for version control, tracking changes, and managing updates. In this session, we will explore using Git as a source control management tool for your extensions. We will discuss how Git can help manage issues and changes in code, including branching, merging, and conflict resolution. Also, we will discuss setting up a repository and defining a workflow to streamline the management of your extensions and code.

Take the guesswork out of determining what purchase or production orders to create.  During this session, we’ll review how to use the Planning Worksheet to create production and purchase orders based on the demand within the system.  We’ll review how to calculate suggestions, make changes, and create orders.  We’ll also touch on how demand for items is determined which is the main driver behind the Planning Worksheet.

Join our session as we delve into the crucial phase after going live. Dive into key topics such as employee empowerment, where we discuss fostering a culture that empowers your team for ongoing success. Explore the importance of a robust feedback loop, ensuring constant communication to drive positive change. Discover how regular reviews contribute to sustained excellence, providing insights to refine strategies. Uncover the benefits of streamlined workflows, optimizing efficiency post-launch. Additionally, we'll guide you through the intricacies of Integration with Third-Party Apps, enhancing your system's capabilities. Elevate your post-live experience with these essential topics for continuous improvement.

Join me for this session where I will share my top tips for building PowerApps! This introductory session will help you: shorten your learning curve, build your confidence AND impress your boss 😊 If you are new to PowerApps or just looking for a few shortcuts that maybe you overlooked, this session is for you!

When Queen Bey said, "Put a Ring on it!", we're pretty sure she was talking about Dynamics 365 and Power Automate. This session is all about extending your Dynamics application capabilities with automation to minimize manual work, and maximize efficiency so you can be an ‘Irreplaceable’ force at your organization. If you’re using Dynamics 365 F&O, HR, or even Sales (and probably the additional cloud or on-prem system), no problem. We’re here to ‘Upgrade U’ with tips, tricks, customer scenarios and demos, featuring seamless integration with Power Automate and RPA (Power Automate Desktop) so you can keep working, without having to do it by hand. Whether your organization is 'Crazy in Love' with efficiency or in the 'Ring the Alarm' phase of needing automation, we've got you covered. We’ll lay out licensing options like a single ladies line-up, ensuring you have all the information you need to make the best choices to make intelligent solution extensions.

Increase the efficiency of your users by getting your most monitored information and frequently used tools out front with workspace shortcuts and personalization.

In this session, you will learn all the features and functions that are helping Dynamics 365 Customer Service become leader for both internal and external support desks. We will show the all-in-one administration, features and configuration that make this solution stand out above the rest.

In this introductory session, we'll explore how to get started with the new Microsoft Fabric "shortcuts" to Dataverse. These shortcuts provide a zero-ETL connection from Dynamics 365 CRM, F&O, and Power Apps data in Dataverse to the Microsoft Fabric data platform. Learn what Fabric is and how it's relevant to helping you achieve more with Dynamics 365. We'll see how Fabric with Dataverse empowers Power BI Reporting, Analytics, Data Activation and so much more. Along the way we'll pick up some tips and tricks for building DirectLake Semantic models over Dataverse for near-real-time Power BI reports -at scale- without ETL/refresh delays.

With the many reporting tools that are available for GP, which tool do you use and when? This session will walk through the most common tools used and the pros and cons of each.

Dynamics 365 Finance & Operations (D365 F&O) implementations are intense, challenging, and rewarding all at the same time. This session is aimed at breaking down some of the key learnings from a recent implementation. Michelle Peters managed a 9-month Dynamics 365 F&O implementation that went live in early 2022 and has since led a Dynamics 365 Optimization team at her company, Ovintiv. While the dust has settled post-implementation, there were many takeaways from the project that others just starting on their Dynamics 365 journey could benefit from discussing. Michelle will discuss both things that went well and places where the project fell short.

In this session, we'll dive deep on custom pages and modern commanding. Professional coders and newbies alike are sure to learn something new! We will cover the basics, learn how and when to consider each, and walk through some practical examples. One such scenario is a classic modal dialog, which demonstrates the harmony and simplicity of these working together. 🔹Modern commands vs. classic ribbon 🔹Custom pages - design considerations, navigation, etc. 🔹Let's build a modal dialog (bringing them together) 🔹Pro-code versus low-code This will be a very practical session, sharing exciting examples to stimulate your brain and arm you with confidence. You will leave feeling both inspired and empowered to enhance the user experience of your own model-driven apps through the information and examples shared.

Are you ready to tap into one of the globe's most advanced Customer Data Platforms? Dynamics 365 Customer Insights now includes both Journeys (for Marketing automation) and Data (the Customer Data Platform or CDP). In this session you'll learn all about the transformative power Microsoft's CDP platform:  Topics and takeaways will include: * D365 CI-Data Demystified: A simple walkthrough that anyone can understand * Ingesting Data * Crafting the Perfect Customer Record: A single comprehensive customer profile that unifies data from any source * Enhance Profiles: Learn how data enhancements, predictive models, and calculated activity fields can further enhance and add actionability to customer records * Integration Magic: Push profiles to every touch-point, all the Dynamics 365 CE apps and more - to deliver real-time profile data Learn how to create longer-lasting more mutually beneficial customer relationships faster than you can say, "Dynamics 365 Customer Insights - Data."

Description: In this session, we’ll cover the newest accounting functionality in Business Central and discuss why you should (or shouldn’t) utilize it. New features that will be discussed include reversing and duplicating journals, statistical accounts, expanded exchange rate functionality, posting group substitutions, enhanced intercompany functionality, and more. Learning Objectives: Upon completion, participant will: • Understand what new functionality exists. • Know how to achieve implementation when setups are required. • Understand how using the new functionality impacts processes and systems.

Bring your D365, Dynamics GP, and Power Platform questions to an expert!

We’ll delve into how AI-driven automation can revolutionize your Dynamics 365 testing process. Here’s what you can expect: Automated Testing Simplified: Discover how TheTestMart streamlines test creation, maintenance, execution, reporting, and remediation for Dynamics 365 updates. Our AI-powered tool and Smart Recorder make test script creation effortless, ensuring a seamless experience. Efficient Test Maintenance: Unlike other solutions, TheTestMart doesn’t leave you solely responsible for maintaining your test scripts. Our platform updates your scripts whenever new Dynamics 365 versions are released. We guarantee your test scripts will continue to function correctly after an update. Detailed Reporting: After running test scripts on your environment (including D365, ISV products, integrations, and customizations), we promptly provide detailed results, pinpointing any test failures. This streamlined approach reduces testing duration from weeks to just days.

Fix your FOMO on AI-Copilot skills, as we explore the top tips and tricks you should be using today! We will also share real life success stories illustrating how companies like yours have gained cost control and reduced risk through Managed Services and version updates. Technology is changing 3X faster than it ever has – don’t miss this chance to discover the top 3 ways you can keep up, protect your investment, and maximize its value! You will leave this session with: - AI tips and tricks that enhance your user experience and impact the bottom line. - Real world examples of why staying current is important, including Copilot compatibility. - A list of questions to ask your technology partner for cost predictability and risk mitigation…AND SO MUCH MORE!

Cash management is still the most crucial focus for an organization's finance team. Automation - together with a tightly managed source-to-pay operation - is the engine that makes this reality. But is it possible with Microsoft D365? The answer is a resounding YES! With the best tools and applied knowledge, a finance organization can manage cash, improve supplier relations, and deliver even higher customer satisfaction - all while ensuring that business spending is managed and controlled. In this session, you will learn how accounts payable automation is the first step in securing your cash management needs - and how you can accomplish that with D365 BC/NAV and F&O/AX. Experts from SignUp Software will be on hand to discuss the Why, Why Now, and How - while also talking about how AI and ExFlow from SignUp work together to ensure your finance team becomes the catalyst for growth in your organization.

Do you spend time manually entering bills of materials into Dynamics? Do you spend even more time correcting mistakes in data entry? When manual data entry is the source of data in Dynamics, the data cannot be trusted. QBuild is ready to show you how CADLink can dramatically improve the data accuracy between Engineering and Dynamics.

Newsflash…. Security in Dynamics is hard. From setting up identities/users, to monitoring those users and transactions they are executing, companies, usually IT departments have lots of information to review. Unfortunately, there is not an easy method to review access natively inside the Dynamics family of applications, including Dynamics 365 Finance and Supply Chain. No worries though, this is where Fastpath can help! Better understand where your risks lie, mitigate those risks, and report on security to achieve true enterprise wise security. Learn how the Fastpath Assure platform has allowed over two thousand companies: - Automate their provisioning processes - Analyze, mitigate, and document separation of duties (SoD) risks - Track changes to master data. critical parameters, and configurations - Design security upfront with effective role design - Review cross application risks

Manual data entry is your biggest annoyance in AP…right? STOP wasting countless hours manually processing invoices. Recoup this time AND MORE! We can show you in 30 minutes how you can go paperless and touchless throughout AP for significant time and cost savings. Discover how to maximize your Dynamics solution with additional functionality – you can automate all your workflows for document routing, approvals, and notifications, eliminating manual data entry and increasing accuracy, resulting in: • Reduced AP processing times (on average 50-75%) • Reduced approval times from weeks/days to hours/minutes • Document access and retrieval in seconds Don’t miss out – join us for this session to learn how to get more from your Dynamics solution!

In this session, you'll learn how to consolidate your data and drive actionable insights by extending Microsoft Dynamics 365 with Power Platform. We'll explore how to create custom solutions using Power Apps, Power Automate, Power BI, and AI-powered assistance from Microsoft Copilot. You’ll also see real dashboards and learn how manufacturers streamline business processes by building custom connectors, integrating with external data sources, and automating workflows. Finally, we’ll introduce MCA Connect Inspire Platform™. This modern analytics platform consolidates data from Dynamics 365 and Power Apps to quickly drive insights and empower manufacturers to make better, more timely decisions. Whether you’re a citizen developer or business professional, this session will provide you with the tools and knowledge you need to take your business to the next level. Get ready to be inspired!

AP Manager Jacqui Long from Fullspeed Automotive describes their journey in AP Automation with Dooap, focusing on: 1. Automation of manual tasks and boosted efficiency 2. Streamlined collaboration and improved visibility and 3. Gained advantage through strategic insights and exceptional customer service. HIghlights - Automating invoice capture, coding, routing, and approvals. - Leveraging AI and machine learning - Time savings and productivity gains (e.g. closing books 75% faster) - Intuitive web and mobile app interfaces for invoice review and approval from anywhere. - Facilitating communication and collaboration between AP and other intercompany departments. - Real-time dashboards and reporting tools provide increased transparency and control. - Built-in analytics through Power BI provide real-time visibility into AP performance. - Reports to identify trends, track KPIs, and make data-driven decisions. -Reporting tools to improve supplier relationships and optimize cash flow.

Our customer, Sync3, weighs in on their experience with our streamlined implementation process, maximizing efficiency, and increased precision for their business. Experience seamless business operations with our cutting-edge Invoice and Payment Automation solutions for D365 BC and Dynamics GP. Our solutions enable AI-capabilities, accommodating both non-PO and PO scenarios, and ensuring accuracy through advanced 2 and 3-way matching functionalities.

The evolution of organizations over time creates a great necessity for organizations to reevaluate their systems. Driven by the increasing complexities of modern business environments, companies need to transition from solutions such as Great Plains (GP) or Business Central (BC) to Microsoft Finance and Supply Chain (F&SC). Factors such as multinational operations, management of multiple entities, and integration with a myriad of Independent Software Vendor (ISV) solutions underscore the need for FSC adoption. By exploring these key drivers, we will shed light on why organizations outgrow GP/BC and why Microsoft Finance and Supply Chain (F&SC) emerges as the preferred choice for addressing the evolving needs of contemporary enterprises in managing their operations efficiently.

Join our speaking session, "Strategies for Maximizing Payment Efficiency, Security, and Cash Flow," to explore key tactics for simplifying your accounts payable workflows. Discover how to efficiently streamline vendor payment processes, enhance security measures, and manage healthy cash flow. Plus, gain invaluable insights from industry experts to ensure ongoing operational success. Don't miss this opportunity to revolutionize your business's AP strategies!

In today's dynamic business landscape, optimizing accounts payable processes is crucial for maintaining efficiency and protecting your business's bottom line. While Microsoft Dynamics is a powerful ERP, finance departments still face challenges processing invoices and gaining insights into the complete invoice-to-pay process. During this interactive session, we'll share live examples of how DocuPhase enhances your BC, NAV or GP ERP. Why attend: Learn how we’ve helped your peers in the MS Dynamics space enhance their ERP. Showcase live examples of how you can eliminate DAYS from the invoice-to-pay process. Workshop real-life examples of how accounting teams can leverage both AP Automation AND your MS Dynamics ERP platforms Live Q&A: From AI to vendor contract management Whether you're a finance professional, IT leader, or business decision-maker, this session offers actionable takeaways to help you unlock the full potential of your Microsoft Dynamics ERP system.

As Dynamics experts, you stand at the crossroads of progress – where strategic adoption is a necessity to drive efficiency, pioneer change, and steer your organization to realize outcomes. Join us as we delve deeper and discuss approaches to launching/augmenting your own Dynamics instance to drive unprecedented productivity gains, using Azure AI and Co-Pilot. Through the lens of an organization’s transformative journey, join us to learn how the trials and innovations of AI-inspired Dynamics implementations led to developing a leading solution and revolutionized the process, which set a new benchmark.

Businesses can lower their average Days Sales Outstanding (DSO) and enhance the payment experience for their customers by automating their accounts receivable operations. Nodus, a frontrunner in providing integrated payment processing and accounts receivable automation solutions for Microsoft Dynamics, tackles the challenges of manual AR collection processes, such as repetitive tasks, security risks, and issues with reconciliation. - Offer self-service payment options for customers to facilitate their own payment processes. - Seamlessly integrate payment processing with Microsoft Dynamics to minimize manual work and enhance the accuracy of real-time data. - Reduce the risk of errors from manual data entry and accelerate the payment collection process. - Significantly reduce your processing costs, with the potential for substantial savings in your transactions fee.

Power BI is a powerful business intelligence solution that can be leveraged to create interactive reports and dashboards that provide insights into financial data, trends, and projections. However, Power BI can lack real advanced budgeting and planning solutions, where users are faced with a disjointed experience of having to utilize multiple tools to budget effectively. In a world where reducing your tech stack and having a single solution continues to grow in importance, organizations are looking for an integrated solution into their already existing BI tool. This session will discuss Power ON's Budget Planner - the unified budgeting and planning solution built on Power ON - and how it can help organizations transcend the way they budget. We will compare it against less impactful alternatives, such as spreadsheets and other external BI tools. Discover the tools and techniques that can help you overcome the challenges associated with these critical business tasks.

Business Analysis (BA) skills include asking the right questions, building process flows, learning business processes, and more. These skills come in handy whenever you're working on a software implementation or improvement project, and they can easily be applied to other spaces in your life as well! The importance of BA skills now extends beyond Dynamics 365 and the Power Platform as we learn about the art of prompting for AI tools like Copilot. In order to get your desired results when interacting with any technical tool, you need to understand how to provide the right inputs by asking the right questions and gathering the right user information before you begin working on a project. Attend this session to learn some BA skills that can be applied in many facets of life including Dynamics 365, the Power Platform, and Copilot. This session will contain helpful information for everyone and can be applied by both functional and technical people!

In an ambitious undertaking, H-E-B, one of the largest and most beloved grocery retailers in Texas, embarked on a transformative journey to streamline its operations and enhance customer satisfaction. Over a span of three years, with a manufacturing workforce of over 5,000 employees across 13 manufacturing plants serving as the lifeblood of Texas, H-E-B successfully implemented D365 F&O. This monumental project not only modernized their operations but also fortified their ability to meet the growing demands of their customers. This customer success story illustrates not only the technical prowess of H-E-B's implementation team but also the commitment to continuous improvement and innovation. By implementing D365 F&O, H-E-B reinforced its supply chain network to support its position as a trailblazer in the retail industry. Join us at the conference to learn how H-E-B achieved this remarkable transformation, and the invaluable lessons learned along the way.

This session will cover user Permissions configuration and Access setup best practices. - How users are added to BC - How Permissions and Entitlement work together - How Permission sets work and replace the deprecated 'User Group' feature - Using the Record Permissions feature - How to Assign Permissions based on Licenses - How to read Permission errors and use the 'Effective Permissions' window - How to integrate with Microsoft Entra Security Groups to manage BC permissions more easily

Learn to optimize customer service experiences by integrating Microsoft Voice and Copilot with Dynamics 365 Customer Service Workspace. In this session, we unlock the potential of these powerful tools. Explore best practices in workspace configuration, Azure Communication Services (ACS) integration, and real-world experience in enhancing communication, collaboration, and overall Agent efficiency. We'll also cover some of the finer points in the implementation of Customer Service Workspace, such as deploying your solutions/configurations between environments as well as what to expect porting your existing phone numbers to Microsoft Voice. Ideal for customer service managers, IT professionals, and business leaders seeking to revolutionize customer support. Gain insights to elevate your service delivery and exceed customer expectations using these transformative technologies.

Do you ever find yourself battling the tedious repetition of recurring projects? Ever get lost in the storms of creativity and wished for a spark of inspiration to light your way? Fear not weary adventurers the mighty Power Platform can rescue you from the mundane drudgery that is, office work! Wielding this tool can help you become the hero of your own projects, regardless of the industry. The Power Platform has a variety of tools such as AI, Power Apps, as well as Power Automate Cloud and Desktop. Simplify your projects by creating and managing templates, assets, code, and even integrations with other platforms. It can also give creative inspiration on the fly! MVP Kylie Kiser brings her expertise of the Power Platform and hubby Andrew Kiser brings his experience using Power Automate to streamline creating Dungeons and Dragons adventures as an independent games writer in the Tabletop RPG industry. This session will equip both beginners and experts to conquer their own projects!

As a DynamicsCon superhero, you are often the first responder to technical emergencies & incidents to support for your coworkers or customers. Have you ever thought about how your job might compare to a First Responder, and how you might use the same techniques to get your job done? In this session you will hear from Dan Edwards, who not only has over 30 years of experience in ERP consulting, but also has over 33 years of experience as a First Responder. He will share key points that he has learned and how they relate to business. The desire is that you will be able to use these tips to give you some ideas and techniques that you can apply in your daily work and personal life. Key Points – • Training Training Training • Partners Matter • Having a Plan is Important • Guidelines are Important • Documentation is Key • No Such Thing as Routine • Briefing and Debriefing • A Boring Day Can Change Quickly • Communication is Critical • The Little Things Make a Big Difference • Times Change