DynamicsCon May 2024

2023 Sessions and Slide Decks

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Tuesday, May 23

Wednesday, May 24

Thursday, May 25

Cross-Product Sessions: Includes Dynamics 365, Dynamics GP, & Power Applicable Content

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Luc Labelle

9:00 AM - 10:00 AM

Get started with the Power Platform CoE Starter Kit

Join us in this session as we deploy and explore the components of the Power Platform CoE Starter Kit.
The Microsoft Power Platform CoE Starter Kit is a collection of components and tools that are designed to help you get started with developing a strategy for adopting and supporting Microsoft Power Platform, with a focus on Power Apps, Power Automate, and Power Virtual Agents.

Geoff Ables

11:00 AM - 12:00 PM

Replace Your Dialogs: Extending Model-Driven Power Apps

Canvas Apps can significantly extend the functionality of Model-Driven Apps (including the Dynamics 365 CE apps). Perhaps more importantly, Dialogs and Task Flows are deprecated and may no longer be available in future versions.
In this session, you will learn the latest available methods and features for creating Canvas Apps to extend the functionality of Model-Driven apps by embedding them directly into your forms and navigation. You’ll walk away with over a dozen practical how-to video guides to bring back to the office!

Lenore Flower

1:15 PM - 2:15 PM

Power BI Paginated Reports 201: Build a Better Report

You’ve connected to your data source and generated a table with parameters in Power BI Report builder, but the basic structure of your report leaves something to desire. Now what?
In this session, users will learn how to tackle a mix of structural and formatting challenges that often plague paginated report developers, such as getting headers to repeat on each page, leveraging date pickers, and incorporating two datasets within the same table. Attendees will leave with links to the sample files and instructions they can reference in future when tackling their own reports.

Brad Hearn

2:25 PM - 3:25 PM

Business Central and Power BI, Best Buddies

This presentation will show you how easy it is to access your Business Central data in Power BI to gain powerful insights into your operational data. And how easy it is to share these insights with your colleagues through the Power BI App in the cloud. We’ll cover advanced reporting techniques for understanding your Business Central data, how to publish your reports to the Power BI App, what Power BI App Workspaces are and how to use them to organize and share your reports, and how to use the Power BI App Data Hub and Gateways to manage your report data.

Rick McCutcheon & Monica Hoyer

4:20 PM - 5:20 PM

How to Achieve B2B Sales and Marketing Alignment

It’s easy to silo marketing and sales activity, but the real ROI for B2B organizations comes from the alignment of sales and marketing processes. Your business development efforts will work best when everyone is working with the same information. Whether you are new to Dynamics CE/CRM or your system has been up and running for several years, this session will help you to configure your CRM and marketing automation to
– map the modern B2B sales process and buyer journey
– align sales and marketing activities
– better measure marketing effectiveness
– improve reporting

Dynamics 365 Business Central

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Amanda Mayer

9:00 AM - 10:00 AM

Holy Enhancements! The Latest and Greatest Updates with Your BC System

From our quick count there have been over 150 functional updates to Business Central over the past 2 years – are you keeping up with all those improvements? Probably not, since you have a company to run, so let us help. We’ll review the most impactful (and coolest) updates from the last few versions with some examples of how to best use these new features, and discuss why you should (or shouldn’t) utilize them. We’ll highlight a few that sound great but may be a little tricky to use. We’ll share additional insights when setups are required, cover how using the new functionality impacts processes and systems, and where you’ll want to discuss a new feature with your partner before jumping in.

How to Customize Business Central - The Right Way! - Erik Hougaard

9:00 AM - 10:00 AM
Customization of Business Central is easy, right? So easy in fact, that there’s plenty of room for making mistakes. In this session, Erik will walk through several scenarios for customizations and show how to customize BC in a way that will be upgrade-proof and not break anything.

Andrea Hall

10:10 AM - 10:40 AM

The Doctor is in! Learn How to Perform a BC/NAV Health Check – presented by Innovia Consulting

It’s vital that we take care of the systems our organizations have invested in and depend on every day. A regular Health Check is a key component of doing just that. Learn how to tackle this endeavor by following an efficient and repeatable process. You’ll walk away with a plan to perform a Health Check on your system from multiple points of view. This will set you up to take actions to reduce risk, maximize the use of the system, and identify items for next year’s budget. Want to leave this conference with something to put into practice immediately – and be a hero – this is it.

Easier AP for Microsoft Dynamics with BILL

10:10 AM - 10:40 AM

Getting your vendors paid in a timely manner is essential for keeping your business running, but it doesn’t have to be quite so tedious. Between delayed approvals, paper invoices and checks, manual data entry, and reconciliation – there is a lot of room for process improvement. If you are curious about how automation could work and want to see a live demonstration, this session is for you. Come learn about AP Automation and how BILL can provide:
● More control and visibility
● Flexible payments
● 2-way sync with Microsoft Dynamics 365 Business Central and GP

Tonya Bricco-Meske

11:00 AM - 12:00 PM

BC Excels at Reporting

Excel can be used for more than reviewing your data and getting sums. Using Excel Report Layouts you can take your data-driven analytics to the next level. Learn how to quickly create your own Excel Report Layouts in Business Central without custom development. Create Pivot Tables, Charts, Graphs, slice and dice your data to present it in an easily consumable format.

Ben Baxter

11:00 AM - 12:00 PM

Inventory Planning: How to Get Started and Succeed!

Whether you are a manufacturing operation, retailer, or service oriented we all have to be able to manage our inventory. Business Central’s out of the box planning to the rescue! This session will be a live software walk through of each of the Reordering Policies, with a supporting PowerPoint. You will see the differences between stock-based policies and demand/order-based policies. You will walk away with a plan to begin setting up your own tests and how to roll-out the inventory planning capabilities in your Business Central Environment!

Robb Delprado

1:15 PM - 2:15 PM

We Don’t Need No Stinkin’ CRM!

Do you need CRM functionality? Are you thinking of implementing D365 Customer Engagement, formerly known as D365 CRM? Or worse, are you checking out Sales Force or some other non-Microsoft customer relationship management software? Have you looked at what you already own with Business? You don’t know what you don’t know. We will dive into Business Central’s Relationship Management functionality.

Leanne Paul

1:15 PM - 2:15 PM

Upgrade Gotchas: Things to Know Before You Upgrade

Not understanding the impact of old setups, personalizations, and permissions, plus changes to naming conventions and email workflows can jeopardize a smooth upgrade. Learn about the upgrade gotchas so they don’t get you during your upgrade project.

Using Data Exchange Definitions to Import or Export Data - David Feenstra & Breon Jennings

2:25 PM - 3:25 PM

The Data Exchange Definitions in Business Central are a powerful way to set up templates for importing or exporting data. Most commonly used for Positive Pay and EFT exports, they can be set up to export any data in the system. This session will give an overview of the Data Exchange Definitions and walk through several examples of where they are used in the system.

Mandy Dilenno & Robb Delprado

2:25 PM - 3:25 PM

3 Not-so-secret Tools to Improve Item Tracking and Costing

Learn how BOM’s, Assembly Orders and Item Charges can simplify your life. This session will show you how to create Bill of Materials and use assembly orders to organize your purchasing and selling of associated items. You will also learn the power of Item Charges. They can be used to correct costing issues for items sold with the incorrect cost, but they can also be used to accumulate charges associated with the import process to provide accurate landed costs.

Kyle McNerny, Nigel Cox & James Cox

3:45 PM - 4:15 PM

Are You Forgetting Something? Risk mitigation, best practices and key steps a successful Microsoft D365 implementation – presented by enVista

Do you ever feel like you’re forgetting something? In a Microsoft D365 implementation project, there are a lot of important steps and processes that need to be taken in order to ensure success. Forgetting any one of these steps can have far-reaching impacts. If you are completing a D365 implementation or considering one in the near future, this session is for you!

Join enVista’s Microsoft experts for an educational session on how to complete a successful D365 implementation. In this session, attendees will learn:
– How to determine which D365 cloud application is right for your organization
– What risks are at play during a D365 implementation project and how to mitigate them
– Best practices for ensuring a successful implementation
– Key steps you might be forgetting that will set you up for success
– Post go-live considerations and how to ensure your organization is prepared to operationalize D365

Matt Abbott

3:45 PM - 4:15 PM

Supercharge Order Management for Business Central – presented by Cavallo

With Cavallo, you will accelerate order flow, expand gross margin, and improve customer service. Our powerful, no-code workflow engine and intuitive user experience combine to provide dramatic operational improvements and financial gains for distributors and manufacturers alike. We support all channels, from B2B to B2C, online to offline, and EDI. Cavallo products work seamlessly with BC and are easy to adopt, so you’ll quickly enjoy the benefits and see immediate return on your investment. Join our session to learn how Cavallo can be a force multiplier for your business!

Superhero Panel Discussion: Implementation and Upgrade Best Practices

4:20 PM - 5:50 PM

If you’re attending DynamicsCon LIVE, likely you just finished your implementation / upgrade, are in the middle of one, or getting ready to start one. Wouldn’t you like to hear from our community experts and your colleagues some inside tips, gotchas, and lessons learned? Join in this roundtable discussion to share with your peers.

Superhero Challenge

4:20 PM - 5:50 PM

What’s that 1 question (or maybe 3) you came to DynamicsCon LIVE to get answered? Confused about something you heard about earlier in the day? Looking for a solution and want to know who to talk to? Bring your challenging questions or quest for ideas to our ask the experts format session and make sure you return home with the answers and to-do’s you’re looking for.

Dynamics 365 Customer Engagement

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Asif Rehmani

9:00 AM - 10:00 AM

5 Steps for Driving Sustainable Dynamics 365 User Adoption

Is Dynamics working for you or are you working for Dynamics? Why do many end users cringe when they hear the acronym ‘CRM’? It’s not because Dynamics or any other CRM for that matter are bad platforms (quite the contrary actually), it’s because of their past experiences with CRMs.

In this session, we will talk about the 5 best practices You can implement to make your users fall in Love with Dynamics and drive end user adoption of the platform!

D365 Project Operations: Empowering Your Success - presented by sa.global

10:10 AM - 10:40 AM

Join our informative session and learn how sa.global’s expertise in project operations can boost your business success. Discover how Dynamics 365 Project Operations and our IP product, evergreen, can streamline your project management processes, enhance collaboration, and provide real-time insights into project performance.

Learn best practices and hear real-world examples of how Dynamics 365 Project Operations has transformed organizations like yours. Whether you’re an existing customer or seeking a new partnership, don’t miss this opportunity to improve resource management, optimize project planning and execution, and enhance customer engagement.

Dian Taylor

11:00 AM - 12:00 PM

The Power of Dynamics 365 Sales

In this session I will discuss the most important features you can utilize as part of Dynamics 365 Sales.

Geoff Ables

1:15 PM - 2:15 PM

An Introduction to Dynamics 365 Marketing and Loyalty

This session is for those who are considering (or very new to) Dynamics 365 Marketing or want to expand their marketing to include loyalty programs and other integrated data.

Through brief demos and discussion, you’ll learn about segmentation, outbound email and SMS, customer journeys, events, web forms and pages, surveying, and tailoring Dynamics to include customer loyalty program data to accelerate your marketing programs.

Ashley Steiner

2:25 PM - 3:25 PM

Top Features of Dynamics 365 Customer Service

In this session, we will review the various features that Customer Service provides to best care and your service your customers while also providing a great working experience for your agents.

Panel Discussion

4:20 PM - 5:20 PM

What’s that 1 question (or maybe 3) you came to DynamicsCon LIVE to get answered? Confused about something you heard about earlier in the day? Looking for a solution and want to know who to talk to? Bring your challenging questions or quest for ideas to our ask the experts format session and make sure you return home with the answers and to-do’s you’re looking for.

Dynamics 365 Finance & Operations

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Expert Forum - ERP Kings & Queens

9:00 AM - 10:00 AM

In this hour, we will put our experts to the test. You bring your issues to the ERP Knights of the ERP roundtable and they will do their best to give you some immediate take-aways to help your organization on the spot. At the very least you can bring your most difficult questions and watch the experts sweat!

Expert Round Table - ERP Knights

9:00 AM - 10:00 AM
In this hour, we will put our experts to the test. You bring your issues to the ERP Knights of the ERP roundtable, and they will do their best to give you some immediate take-aways to help your organization on the spot. At the very least you can bring your most difficult questions and watch the experts sweat!

Quench Your Thirst for Efficiency by Automating Your EDI Processes - presented by SPS Commerce

10:10 AM - 10:40 AM

Do you want to speed up processing times, decrease order management costs, and effectively scale your business? Growing your business in today’s supply chain industry without EDI automation is like traveling through the desert without water. Join SPS Commerce and learn how to quench that thirst for 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 help take your business to the next level.

Understanding Indirect Tax Landscape & What Vertex Can Offer!

10:10 AM - 10:40 AM

There are industry-specific challenges to consider for sales & use tax when it comes to indirect tax. Manufacturing, software, professional services, & retail along with many others have different business needs & may require an automated tax solution. Vertex can help you identify when & why a solution is needed. Join our session where we will discuss how Vertex is equipped to handle these challenges with end-to-end tax software solutions enabling you to manage compliance accurately and effectively.

Jody Cronk

11:00 AM - 12:00 PM

AR – Non-Inventory Billing Using Free Text Invoices

You don’t track inventory in D365, but you need to invoice your customers and manage your AR.  We’ll look at using Billing Classifications and Billing Codes to standardize your FTI’s and the tools available in the AR module to report and manage your receivables.

Alex Meyer

11:00 AM - 12:00 PM

How to Successfully Utilize XDS to Minimize Risk in D365FO

In this session we will examine what functionality Extensible Data Security (XDS) provides, how to successfully setup and configure multiple real world end user scenarios, and the impact enabling this feature has on your user security. We will also discuss how this feature can help minimize risk within your organization and weigh that against the potential performance impact it can have.

Gonzalo Garcia & Justin King

1:15 PM - 2:15 PM

Help!  How do I Integrate D365 into my Existing Material Handling Investment???

Material Handling Interface to the rescue!  Learn how to integrate D365 Warehouse Management into your existing material handling software using the Material Handling Interface, Logic Apps and some fun tips and tricks experienced on-the-ground.

Clara Sejio Blanque & Thomas Meede

1:15 PM - 2:15 PM

Cross Company Data Sharing Options in Dynamics 365 Finance

Cross-company data sharing is a powerful option to share data between multiple entities. There are two ways of sharing: duplicate record sharing (DRS) and single record sharing (SRS, also called master company sharing). Let’s understand what it’s, what are the differences between the two concepts and when to use each of them during the implementation of Dynamics 365 Finance.

Leveraging D365 Commerce Beyond Retail - Stefanie Richter & Kelly Mazur

2:25 PM - 3:25 PM

Commerce exists wherever transaction meets interaction. Dynamics 365 Commerce is commonly thought of as a platform for the retail industry, but we’re seeing it successfully used for customers across all industries – including manufacturing, professional services and government. Join Kelly Mazur and Stefanie Richter for an inside look at D365 Commerce use cases for each major industry within the Microsoft channel. If new ways to transact online and digital experience are top of mind for your customers, this session is for you!

Cheryl Reed

2:25 PM - 3:25 PM

Powerful Solutions for Supplier Management, RFQ Sealed Bidding and Advertising

Using D365 Vendor collaboration, Power Portal App, Logic Apps and Dual Write along with Sealed Bidding to create an interactive portal for vendors to self-register, receive Request for Quote offerings and submit bids.

Understanding Exemption Certificate Management - presented by Avalara

3:45 PM - 4:15 PM

When it comes to managing and submitting exemption certificates, there’s a lot of room for error. Not only do you have to know when exemption certificates can and can’t be used, but you’ll need systems in place to collect and file them. Making sure customers are presenting the correct documentation — and employees are collecting and validating them properly — is also important. In this session, Avalara tax compliance expert, Larry Sheetz will walk you through the common pitfalls of exemption certificate management, how to avoid them, and how Avalara Exemption Certificate Management can help support your business’s certificate management process.

How to Make Global Payments in 145+ Currencies in D365 F&O - presented by Corpay

3:45 PM - 4:15 PM

Do you manually duplicate cross-border payments across multiple applications and spend days in reconciliation? Join us in this session to explore how organizations can improve the efficiency of their AP teams while making international payments faster and easier.

Anne Krupke & Nicole Gump

4:20 PM - 5:20 PM

Introduction to Asset Management in Dynamics F&O

This session will be a beginner-level introduction to the Asset Management (maintenance) module in Dynamics 365 Supply Chain Management. We will talk about the business value of implementing the module, cover the key terms and concepts, and walk through examples of how the functionality can be used for different industries.

Gonzalo Garcia

4:20 PM - 5:20 PM

With great POWER, comes great PAGES!

Power pages is a new standalone product to create data-powered, modern, and secure websites. This session will review:
• The Low-code capabilities that previous portals lack and the new pro-dev extensibility.
• How Power Pages are run on Microsoft Azure and connect with the Dataverse.
• How to build a Power Pages for D365 with a real-life example (Customer Portal)

Amber Bell

9:00 AM - 10:00 AM

GP User to GP Superhero – 2023 Edition

Join the incomparable Amber Bell as she shows her newest tips and tricks to turn you from an average Dynamics GP User to a GP Superhero! Tips will cover many different modules of GP including Navigation, Reporting, and ways to be faster than The Flash, more marvelous than Captain Marvel, and more wonderful than Wonder Woman!

How ‘Suite’ Is This? - presented by Blue Moon Industries

10:10 AM - 10:40 AM

What day-to-day operations feel like they could use an upgrade… The bottlenecks of container shipments? Those pesky chargebacks from retailers that hold up your cash receipts entry process? What if:

• Deductions from major retailers and trading partners could be entered, tracked, and analyzed within your system, instead of a spreadsheet?
• Containers were tracked from water to land to warehouse with complete visibility of all information?
We’ll focus on how you can add:
• Deduction management capabilities
• Manifest entry and container tracking

See how these solutions for both GP and BC change the ‘what if’ to ‘you can’!
P.S. We can also give your customers an easier way to pay online.

Dave Feenstra

11:00 AM - 12:00 PM

SQL Views – The How, When, Why, and Where to use them in GP

SQL Views can be used in numerous places in Dynamics GP to make your reporting easier, faster, and more efficient. This session will give an overview of SQL Management Studio, creating stored SQL Views, and using them in Smartlist, SQL Reporting Services, Power BI, Excel Reports, and others! Master your data and reporting needs.

Cecile Dinh

1:15 PM - 2:15 PM

Dynamics GP Upgrade Tips and Tricks: Stay Calm and Save Time

A Dynamics GP Upgrade is not as complicated as you think. In her 25 years using Dynamics GP, end user Cecile Dinh has mastered the upgrade process. It has become errorless and effortless over the years, and how you may ask? The carefully crafted, secret checklist. Cecile reviews and shares it, along with her sage advice, in this session

John Arnold

2:25 PM - 3:25 PM

SQL Tips and Tricks

Do you work with SQL? Do you ever play with Queries, Tables, Views, Stored Procedures, Excel Refreshable Reports, SQL Server Management Studio (SSMS) or any other Database related tasks? Learn solid tips & tricks from end user John Arnold with his more than 25 years of experience, making you more efficient than ever. You’ll discover new ways to find data, script your database, format GP’s really, really long queries, and many other ways to simplify tasks in SSMS. John won’t show you how to write queries, he’ll show you ways to write them better!

The Power of Accounts Receivables Automation - presented by Nodus

3:45 PM - 4:15 PM

Did you know that by automating your accounts receivables process you can not only eliminate manual labor but also improve reconciliation AND increase customer convenience?
Join this interactive session to learn how you can…
• Deliver and present invoices to customers via an online payment portal
• Send timely payment reminders based on due date
• Securely process credit card and eCheck transactions directly from Microsoft Dynamics
• Ease reconciliation of invoices and payments with real-time integration with your ERP
• Gain insight on your incoming revenue
• And more!

Windi Epperson

4:20 PM - 5:20 PM

What Do You Own That You Don’t Know About?!

The Dynamics GP Starter Pack includes several modules that most people don’t even know are in there! Join Windi Epperson to learn what those modules are and what they do.

Power Platform

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Andrea Pinillos

9:00 AM - 10:00 AM

Integrate Power Apps with Teams

In this session I’ll walk you through how to use Power Automate to send an Adaptive Card to Teams using a Flow Bot and have the data captured from the bot write back to Dataverse.

Michael Heath & Dominick Raimato

11:00 AM - 12:00 PM

Get a Strategy: Aligning Licensing with Business Outcome

Getting your Power Platform licensing right is critical to the success of your citizen developer culture. While we are all about preserving the bottom line, you could be destroying the culture that you are trying to foster. How do you make sure you are enabling your business without blowing your budget?

Whether you are just getting started or well seasoned, it’s worth taking time to evaluate your licensing. We will walk you through the key differences between licensing and review the technical implications of those choices with key activities you can perform to keep your costs under control.

Ed Gonzales

1:15 PM - 2:15 PM

What To Do When Your Flow Doesn’t Flow

As a new user, it can be intimidating to ask for help – not knowing where to begin, thinking your scenario is too specific, or worrying if it’s something silly like the “parking brake is still on”…but there are steps you can take to troubleshoot the issues yourself, as well as a wealth of information waiting to be mined.
We’ll walk through 5 steps to problem-solving in Flow, and also cover some specific and common issues faced by new users, and how to resolve them.

Mariano Gomez Bent

2:25 PM - 3:25 PM

Power Platform DevOps: What Are My Options?

Microsoft MVP Mariano Gomez gives you a walk-through of the various tools and options available to both citizen and code-first developers looking to establish solid software engineering practices in their Power Platform practice.
Learn about Azure DevOps, GitHub actions, and the ALM Accelerator for Power Platform, get an introduction to co-authoring, deployment pipelines, Git, version control, and more.

Joe Griffin

4:20 PM - 5:20 PM

Becoming a Power Platform Developer: Tips, Tricks and More!

The low-code revolution continues, and more than ever, there is a huge demand for developers to get involved, particularly on the Power Platform side. But what does it take to become a developer? Do you need to know how to write code? What are the skills you need to excel?
In this interactive session, join me as I hope to provide an answer to these questions and more. We’ll look at the technologies you need to know, what a Power Platform Developer does and articulate some of the qualities that will help you succeed. If you are considering a career change, this is the session for you!

Cross-Product Sessions: Includes Dynamics 365, Dynamics GP, & Power Applicable Content

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Geoff Ables

8:00 AM - 9:00 AM

Copilot, ChatGPT and Generative AI: Step Into the Future

Discover the most transformative technology in many years – AI (in general) and Open AI specifically) – and learn how they’re revolutionizing the technology landscape. From application development to communication and research, you’ll see how AI is already changing the way we work and hear real-life stories of its impact. Get a glimpse into the future with Microsoft’s latest announcements and explore the possibilities of what’s to come in the next 3-5 years. Join us for a lively discussion, share your own stories, and hop on board the ride into the future of work.

You’ll walk away with practical tips to get started, and text prompts to:
•Aid you with writing everything from email, to generating blog topics, to writing articles for internal distribution
•Develop and comment code – even if you’re not a coder
•Create captivating images
•Use Microsoft’s latest AI integrations into Dynamics 365 CE, Teams and the Power Platform

Andrew Good & Brad Hearn

9:10 AM - 10:10 AM

Setting up Approval Workflows – BC Makes It Easy

This presentation will show you how workflows can be Setup in BC for the approval of master records, Journals, Sales and Purchase documents. You will also learn how to define the financial thresholds for approvals, define multiple approvers and have different set of approvers based on dimension values. Let’s take a look at:

How to Setup Workflow User Groups.
How to Setup Workflows.
How to define multiple approvers.
How to define financial thresholds.
How to limit approvers to certain dimension values.

Kylie Kiser

11:00 AM - 12:00 PM

Introduction to Dataverse Security

Security is one of the most important components of administering your Dataverse environment. But where to begin? We will discuss the basics of permissions, roles, teams and more. Of course, this will be all topped off with best practices and tips for success!

Tips for Beginner PowerApps Citizen Developers - Taylor Dorward

1:45 PM - 2:45 PM

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!

Luc Labelle

3:40 PM - 4:40 PM

Get started with Robotic Process Automation using Power Automate UI Flows

Join us in this session to get started with Power Automate Desktop Flows, Microsoft’s Robotic Process Automation solution. During this session we will take a tour of the Power Automate Desktop application interface and capabilities, look at the available controls and discuss some of the basic concepts around Robotic Process Automation.

We will show you in a step-by-step demo how you can record user actions such as mouse clicks, keyboard use, and data entry, and then replay those actions to automate this process.

Dynamics 365 Business Central

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Dave Wiser

8:00 AM - 9:00 AM

Creating Custom Word Documents and Excel Reports

BC provides exciting functionality to allow users to create custom Word documents and Excel reports. During this session, we will review how to set up and use this exciting functionality.

Andrew Good

8:00 AM - 9:00 AM

BC Manufacturing Setup A to Z

There is great functionality in BC to run your manufacturing operations, but the choices you make or made with your configuration can make all the difference. Let’s review the building blocks available for you to set up and run manufacturing. This includes Bill of Materials and Routings, so you can include the costs that you need.

Learning Objectives:
• Learn what capacity means in BC
• Learn how to setup in-house and sub-contract production
• Learn how the costs are calculated and when they are applied

Kim Dallefeld

9:10 AM - 10:10 AM

Your Monthly Reconciliation Recipe

What is a Monthly Reconciliation Recipe? Ingredients will, of course, include a review all general ledger account reconciliations for accounts with subsidiary ledgers (bank accounts, accounts receivable, accounts payable, inventory and fixed assets.) Frosting with sprinkles will be added for accounts you may not have considered such as credit cards, prepaid expenses, sales, cost of sales and others. Sound yummy? This session will not add calories but will be packed with information and ideas to improve and expand your monthly reconciliations.

Sandy Wickman

9:10 AM - 10:10 AM

BC, Just the Basics! – Posting Flows Unraveled

The posting flows within BC are unique and wonderful. But whether you are coming from NAV, GP, or some other ERP system onto BC, understanding the posting flows is imperative to your successful implementation. We will walk thru the basics and best practices so that you can be best prepared to implement, understand, or refine your BC installation.

AI to Maximize Opportunities for Dynamics Partners - presented by Pax8

10:15 AM - 10:45 AM

With Pax8, you’ll have the power of AI, predictive models, and machine learning at your fingertips. Pax8 leverages the consultative capabilities of AI-generated insights and predictive forecasts personalized to your clients to pinpoint cross-sell and upsell opportunities to fuel your growth. Break through your next business barrier of outdated models and see how AI can work for you.

Unlock the Power of the TD Synnex Dynamics Partner Program

10:15 AM - 10:45 AM

Learn how Dynamics partners are leveraging the value of working with the world’s largest distributor of technology solutions. The TD Synnex Dynamics Partner Program exposes Dynamics partners to its vast channel of MSP’s whose customers are seeking services and support around Dynamics 365. As a result, TD Synnex is able to drive qualified leads into your pipeline, garner strategic relationships within the Microsoft partner ecosystem, and provide marketing investments and support. Join us to understand how this program will help accelerate the topline growth of your business.

Steve Chinsky

11:00 AM - 12:00 PM

There is a Fixed Asset Module in BC/NAV?

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.

Jenn Claridge

11:00 AM - 12:00 PM

Taking Some “Pain” Out of Supply Chain

In this session learn some commonly made Planning Worksheet (MRP) mistakes and how to make sure you get a great plan from day 1. You will see how the plan executes in different scenarios for your own learning and well as some fun extras like the many uses of Transfer Orders to increase Supply Chain visibility.

Bryan Christian & Thomas White

1:45 PM - 2:45 PM

The Trials of Being an On-prem Customer in a SaaS World

Just like so many of our fellow NAV users, at VPT we had to make the critical decision: should we move to the cloud or stay in the familiar world of on-prem? In life, there are pros and cons to everything – and we had a lot to consider here for sure. For those looking to upgrade and considering on prem over SaaS, or for any VARs/ISVs who would like to understand the key issues that on prem customers are facing, we’ll walk through the primary reasons to stay on prem, the benefits and costs of staying on prem, and of course the unexpected issues we faced and lessons learned from our decision.

David Wheat

1:45 PM - 2:45 PM

8 Simple Rules for (up)Dating My Item Master

Items are used everywhere on BC – customers order them, vendors sell them, plant manufacture them, and warehouses store them. But sometime, companies don’t think through how best to set up their item master for streamlining processes, enabling business analysis, integrating with other systems, and simplifying everyday life. In this session, I’ll share 8-ish simple rules for setting up items that will help get the most value out of this core piece of master data on your Business Central system.

Alyssa Buis & Tanya Henderson

3:40 PM - 4:40 PM

BC Integration with Microsoft Teams

Come see some cool features and connections between Business Central and Teams and learn about the new licensing! Basic tips and tricks to what can make your team more functional.

Mark Hamblin

3:40 PM - 4:40 PM

Understanding Warehouse Configurations in Business Central?

Business Central provides numerous configuration options to enable warehouses and supply chains to manage their specific processes. This session will provide an overview of warehouse configuration options and approaches in Business Central, including how to decide which configuration and documents make sense, basic functionality, and advanced features.

Dynamics 365 Customer Engagement

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Joe Griffin & Sebatian Sieber

8:00 AM - 9:00 AM

What’s New in Microsoft Dynamics 365 Project Operations

There is a lot of momentum and buzz around MS D365 Project Operations, for both end users and those working in the partner channel, especially for organizations looking to migrate from MS D365 PSA. But understanding the product and how it’s evolved can be challenging. To help you get a reign on this, join us for this session. We provide you a preview of what to expect, hot off the press current and upcoming releases. With a mixture of announcements, demos and Q&A, you’ll get the complete lowdown on what to do with ProjOps.

Will McLendon

9:10 AM - 10:10 AM

D365 Field Service Overview

In this session we’re going to compare Field Service and Connected Field Service. We’ll explore the customer journey, expand on the employee experience, and demo creating a work order, and booking a resources, new features, and time for q&a.

Dian Taylor

11:00 AM - 12:00 PM

Don’t Miss Out on Existing Features of Dynamics 365!

In this session I will discuss existing features of Dynamics 365 that you might not be aware of! Join my session to learn about these ‘hidden’ features in the application!

Ali Nelson

1:45 PM - 2:45 PM

Collaborate like a BOSS: Channel Your Inner End User

Have you ever felt like your technical and end-user teams are on totally different pages? Who hasn’t!? This comes up frequently throughout projects and it can be tough to get your teams to understand each other. It’s SO important to tackle this issue to ensure the success of a project!

Attend this session for tips on how to think like an end user and consider their perspective throughout the lifecycle of a project, and beyond. As a result, you’ll be able to collaborate better than ever with your end-user community!

Panel Discussion

3:40 PM - 4:40 PM
What’s that 1 question (or maybe 3) you thought of today and are looking to get answered? Confused about something you heard about earlier in the day? Looking for a solution and want to know who to talk to? Bring your challenging questions or quest for ideas to our ask the experts format session and make sure you return home with the answers and to-do’s you’re looking for.

Dynamics 365 Finance & Operations

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Jody Cronk

8:00 AM - 9:00 AM

Point of Sale – Not Just for Inventory Sales

Everyone knows POS is for selling inventory at a brick & mortar store or with an e-commerce solution, right?  We’ll take a look at how the Retail & Commerce module POS option is being used to record multiple revenue streams including services, donations and free text invoice payments.

Alex Meyer

8:00 AM - 9:00 AM

Top 10 Security Gotchas in D365FO – Don’t be a Gotcha!

In this session, we will review the most common security-related mistakes companies make when upgrading or implementing Dynamics 365 for Finance and Operations. From who owns security, to who should implement it, and everything in between, we will provide proven project approaches that can keep your company off the ‘security gotcha’ list. The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

Nigel Cox

9:10 AM - 10:10 AM

Manufacturing and Scheduling

What is the difference between planning and scheduling? How do they interact? Where does Finite capacity fit in? Microsoft has significantly enhanced Scheduling functionality, especially the Release workbench, the Gantt chart, and the Dispatch list making the use solely of D365 for scheduling viable in a way it never was. Learn about all this capability and assess whether it is for you.

Ian Jensen

9:10 AM - 10:10 AM

Modern Software Engineering in X++

The X++ development experience never stops evolving – are you up to speed on the latest trends? Between the ongoing improvement of developer tools, the advancement of version control technologies, the huge growth in Power Platform integrations, and the rise of fusion teams and citizen developers, the community is currently navigating a sea of change. Join Microsoft’s Ian Jensen for a live discussion of all of these trends and more!

Overcoming Test Automation & Process Documentation Challenges - presented by Acumant

10:15 AM - 10:45 AM

A comprehensive workshop to help business users identify challenges in investing time and budget into test automation and build basic level automation scripts and process documentation of the business processes with the added expertise of seasoned professionals.

Discover Complete P2P Automation for Dynamics F&O Users - presented by Yooz

10:15 AM - 10:45 AM

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 Dynamics F&O 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 Dynamics F&O and Yooz.

Shaun McMickle

11:00 AM - 12:00 PM

AP Automation – Are We There Yet in D365F&SCM?

All AP Automation stories start with an inherent need to improve both the business process and the technology. This session explores the latest in AP tools that come from Native Microsoft applications. Based on recent releases and marketplace tools, we will navigate the possibility of this becoming a fully functional solution.

Chad Althaus

11:00 AM - 12:00 PM

The Dynamic Duo – Integrate w/ Dataverse Using Dual-Write

Are you tired of settling for near real-time integrations and hidden integration errors? In this session you’ll learn about how to integrate D365 FSCM environments with Dataverse through true real-time dual-write integration.

Dataverse is becoming a critical hub to connect to multiple apps such as Sales, HR, and the whole Power Platform, so you should learn how it works and how to work with it.

We’ll discuss lessons learned in the trenches implementing dual-write and explain the core concepts and benefits of this technology. You’ll also learn some of the pitfalls and gaps in the tool.

Chris Winstanley

1:45 PM - 2:45 PM

Power up your supply chain with MS Supply Chain Platform

The need for robust, flexible and integrated supply chains has never been greater.

In this session we will explore the building blocks Microsoft’s Supply Chain Platform provides across Azure, Dynamics 365, Microsoft Teams and Power Platform and re-imagine a new connected, resilient and agile supply chain that brings digital enablement to the next level.

Alex Meyer

1:45 PM - 2:45 PM

D365FO Telemetry Data Overview

In this session we will look at the telemetry data feature now available to end users as part of the 10.0.30 release.

We will look at how to enable and configure this feature, how to query the data via the Kusto Query Language in Azure Application Insights, and the options for exporting and extracting the data to data analysis tools like PowerBI. We will also look at accessing the data via the Application Insights API.

Brittany Burke

3:40 PM - 4:40 PM

5 Key Tools to Avoid the Finance Scavenger Hunt

Your team has done the operational work and now it’s your turn to make sure the financials are in order – where do you even start to look? Sometimes you wander aimlessly from screen to screen in hopes of finding a small financial tidbit to start to analyze the results. In this session, we will discuss five tools your finance team can use to identify, research, and understand the financial results of everyday transactions.

Dan Edwards

3:40 PM - 4:40 PM

Using Power Platform, Automate, Apps & Teams with Dynamics 365 F&O

You are probably using Microsoft Teams in your organization and you are using Dynamics 365, but are you using Power Apps? In this session, we will look at how you can quickly build Power Apps to meet specific business requirements that expand on Dynamics 365. We will then connect Power Apps, Teams and Dynamics 365, so users can interact with the system without ever leaving Teams. No longer will you need to rely on a bunch of emails to get things done.

Windi Epperson

8:00 AM - 9:00 AM

Data Import Options for Dynamics GP

Ever need to bring large amounts of data into your accounting system? Or maybe you don’t want to duplicate data entry between a spreadsheet and the accounting system, which can create errors along the way? Join Njevity’s R&D Director Windi Epperson for this session to learn multiple ways to import data efficiently & accurately into Dynamics GP.

Dave Feenstra

9:10 AM - 10:10 AM

Leveraging SQL Reporting Services for Advanced Reporting

SQL Server Reporting Services (SSRS) is a free tool that has been around the GP ecosystem for a long time but is often overlooked. Become the master of your data and reporting needs by taking a deep dive into SSRS and discover the many ways that it is integrated into Dynamics GP.

It's Time to be Proactive With Your (GP/BC) Invoice Process - presented by KwikTag

10:15 AM - 10:45 AM

If your AP team is overwhelmed by manual processes that are complicated by remote work and lack of visibility, it’s time to see how AI-powered OCR and intelligent invoice processing can help your company achieve complete, touchless AP automation. Join the experts from KwikTag to learn how Dynamics customers are transforming their AP processes from manual and paper to modern and digital with:
– AP automation that is affordable, easy to setup and simple to use
– Intelligent data extraction and invoice workflows that increase productivity
– Seamless integration with Dynamics GP and Business Central

Sandy Wickman

11:00 AM - 12:00 PM

Inventory – Control is Possible!

Let’s begin with 12 tips and tricks that help you make use of best practices in inventory accuracy, tracking, costing, etc. But then what? Join Sandy Wickman as she shows what to do to make certain things stay accurate. Ongoing review and cycle counts makes month end a breeze, and Sandy will review the 12 steps recommended for setup, then proceed to opportunities for your organization to assure your inventory remains accurate. Afterwards, she wraps up with inquiry best practices, and ongoing use of utilities. Come see that Inventory Control is indeed possible!

Roger Vander Lugt

1:45 PM - 2:45 PM

Underused Reporting Options for Dynamics GP

In this session Roger Vander Lugt leverages his vast experience with Dynamics GP to help attendees take better command of Excel refreshable reports, SQL Server Reporting Services (SSRS) Reports, and SmartList Builder to greatly enhance your Dynamics GP reporting experience.

Carol Livingston, Bob McAdam, Fauwaz Hussain, & Tiffany Allen

3:40 PM - 4:40 PM

The Future of Dynamics GP: Should I Stay till Infinity and Beyond? – Expert Panel

This very open, interactive, session features a panel of Dynamics GP experts who will share the most popular topics faced by GP users considering the future of their platform. Moderated by Dynamics industry expert Carol Livingston, the panelists are Bob McAdam, Fauwaz Hussain, and Tiffany Allen, and they’ll share their experiences of customer journeys, their attachment to favorite features, their reasons to stay put, lessons learned in the new work-from-anywhere era, where the ERP system ends and where ISV solutions begin, and much more. Attendees of this session should bring the questions that need answers, but no one wants to address – we will address them!

Power Platform

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Lokesh Patel

8:00 AM - 9:00 AM

It’s all about the 👍 (Approvals!)

Do you get disapprovals from your Approval flow because they’ve been static for too long? Do you have Approvals that get errors? Do you connect your Approval to Power BI, Power App, or SharePoint? Do you just have Approvals?!

This session goes through common Microsoft Approval scenarios. We’ll walk through hands-on demos of how to build, configure, maintain, and troubleshoot Approvals in Power Platform, Teams, and Dataverse. Learn how you can be a superhero and save your Approvals from user disapprovals.

Rishona Elijah

9:10 AM - 10:10 AM

Power Platform in MS Teams

Included in Microsoft Teams is the ability to create Power Apps, Power Virtual Agents, Power Automate flows, Dataverse tables as well as access your PowerBI reports. This allows you to build interconnected apps to share with colleagues all within Teams. In this session, we’ll be looking at what each of these embedded tools offer, and how you can use them to customize your own no-code solution.

Julie Yack

11:00 AM - 12:00 PM

Going from Citizen Developer to Professional App Make

Making Power Apps is fun and easy. And now instead of going back to your “old job” you want to go pro. In this session we’ll talk through concepts and resources to help you go pro.

Meron Gebremedhin & Chris Gill

1:45 PM - 2:45 PM

One Step at a Time?

Want to cover simple steps you can take to start your journey in Power Platform?
As an immigrant, I want to share my experience and show you how you can transfer the skill set you already have to Power Platform technologies.

Merlin Schwaiger

3:40 PM - 4:40 PM

Let’s Build a Bot LIVE

Of all of the pillars of the Power Platform, Power Virtual Agent gets the least attention. Let’s fix that! In this session, we will build a chatbot leveraging PVA live, using input and feedback from the audience on what the bot will do. Bring a scenario or two where you think a bot would be helpful (internal or external facing scenarios are fine) and it might be chosen for our bot!

Cross-Product Sessions: Includes Dynamics 365, Dynamics GP, & Power Applicable Content

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David Laster

8:00 AM - 9:00 AM

How Power BI Saves Money and Time for All Dynamics GP Users

I get to introduce Dynamics GP users to practical uses of Power BI all the time. The best part is that using the Power Platform is one of the fastest ways to write, publish and automate reporting. We get to extend the data bottled up in GP to key data consumers within the organization in a way that matters to them and provides insights that drive actions and decisions. This saves users big bucks on reporting – sometimes even on a single report. This new DynamicsCon LIVE session will cover how, why, and where to strategically deploy some key Power BI reporting solutions for Dynamics GP users.

Tasha Anspach

9:10 AM - 10:10 AM

Getting the Most from Your M365 and D365BC Systems Together

This session will cover all the cool integrations between M365 and D365BC. This will show how to use the suite of solutions as one cohesive automated tool. We will look at Teams, Excel, Word, Outlook, PowerBI, OneDrive and even pulling it all together into PowerPoint. We will look at real-life scenarios and walk through using the tools live!

Transforming your SMB with the Power Platform - Mary Myers

10:30 AM - 11:30 AM

This session will showcase how the various elements of the Power Platform integrated with Business Central can revolutionize the way SMBs operate. You’ll get to see what your organization can accomplish with leading digital transformation capabilities. Let’s have a look at how Power Automate, Power Apps, and Power Virtual agents can interact with Business Central data, and we’ll examine how the solutions look on the back side. This will not be a technical deep dive but a high level overview of the steps and actions you can take to transform your business!

David Laster

1:15 PM - 2:15 PM

The 8th Wonder of the World? BC + Power BI

If you’ve not explored the power of combining Power BI with your Business Central system, worlds of insight and ah-ha’s await you. If you are not sure where to start your journey, grab your gear and let’s head out! This hands-on workshop will walk you through best practices for connecting a Power BI instance to Business Central and quickly surface the data that you need to share powerful insights with your company.

Dynamics 365 Business Central

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Cecile Dinh & Steve Endow

8:00 AM - 9:00 AM

Tips on Tackling Performance Issues in BC Online

How do you troubleshoot performance problems in Business Central online? What should you do if users complain that “it’s slow”?

In this session, Cecile Dinh and Steve Endow will show you how to research performance issues. We will show you some troubleshooting processes that can help to guide you to find the root cause of problems, like measuring system performance, collecting performance data, and locating bottlenecks. We will also share some best practices on how to improve the performance that users experience with Business Central online.

Ken Sebahar

8:00 AM - 9:00 AM

Equipment Service: Service Management, Jobs, or Other

Many organizations manufacture or sell equipment that is then serviced over many years. These services include installation services, preventative maintenance tasks, or break/fix repair. In this session, we will review the options available in Business Central for managing these activities including head-to-head comparisons. Real-world use cases will be shared, beneficial Apps reviewed, and tips and tricks provided. The session will conclude with a robust Q&A discussion so that you can return to the office armed with some new ways to optimize your organization’s service operation.

Theo Kersten & Chad Althaus

9:10 AM - 10:10 AM

Business Central + AI Builder = Increased Automation

In this session, we will review the real-world capabilities for using AI builder and Power Automate. Exchanging emails with vendors is a common way of doing business. While email exchanges may vary in complexity, invoicing vendors is straightforward, yet time consuming. By leveraging AI Builder and Power Automate, I’ll show you how you can automatically populate invoice information based on documents received via email!

Shawn Dorward

9:10 AM - 10:10 AM

Business Central Tips and Tricks for Every User!

Are you new to Business Central and want to get ahead of the learning curve? Been using it for a while and realize there is still a lot to learn? Join me for this session where we will cover over 30 tips and tricks for using Business Central. I work with BC users every day and these tips are often overlooked time savers and efficiency builders that EVERYONE can benefit from! Reporting, Searching, Keystroke shortcuts, process shortcuts, simple changes to save you time… all this and MUCH MORE!

Cynthia Priebe & Cari Corozza

10:30 AM - 11:30 AM

There’s Got to be a Better Way! Finance Process Improvements

Accounting and Finance teams – it’s time to take your efficiency to the next level! We’ll explore underutilized and overlooked functionality designed to replace time-consuming & repetitive work, improve transaction accuracy, shorten month end close, and improve your cash position. We will cover highly rated topics from NVS training classes:
Cash flow Forecasting
Recurring expenses with allocations
Prepaid expenses and monthly recognition in one transaction
Lower receivables balance with Reminders
Use recurring journals more effectively
We’ll give you more time in your work day, and put a smile on your face.

Business Central + PowerApps = Love for Manufacturers - Jakub Leśniak & Arkadiusz Leśniak

10:30 AM - 11:30 AM

– Short story – how we started with PowerApps + BC in manufacturing companies,

– Demo of manufacturing processes in PowerApps and BC

– Some real data information how customers using these systems (data increment, frequency of record, numbers of machines),

– Technical and licensing approach,

– Is this solution reliable?

– Q&A

Learn More About DUG Partner and Sponsor Opportunities - Bob Buresh

11:30 AM - 12:00 PM

Are you a Dynamics or Power Platform Partner/ISV and interested to learn more about how your business can gain more exposure and brand awareness to the DUG community through sponsorship opportunities? If so, come join me as we review all things sponsorship related as they pertain to:

-DUG Team-Up – partner membership for year around exposure

-DUG Meetups – local and regional meeting exposure

-DynamicsCon Virtual – virtual conference for global exposure

-DynamicsCon LIVE – in person conference for national exposure

Amanda Ejiro

1:15 PM - 2:15 PM

First Come, First Serve. Item Reservations in BC

First come, first serve. Item Reservations in BC for Sales, Purchasing, & Production – Are you facing problems with ensuring product inventory is guaranteed for a customer and put on hold when the order is received? join me as we discuss all about item reservations in BC.

Tanya Henderson & Steve Chinsky

1:15 PM - 2:15 PM

Getting Started with Business Central Jobs

Jobs in Business Central gives users an incredible set of capabilities for tracking projects – and it’s included as part of all Business Central environments! Let’s discuss different uses for Jobs, dive into the structure of how Jobs are set up in Business Central and examine how the Jobs area can be used in order to monitor your performance on projects.

Dynamics 365 Customer Engagement

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Britt Pangerl

8:00 AM - 9:00 AM

Demystifying Dynamics Licensing – Who needs what?

What do my sales users really need? Do my executives need access to CE/CRM at all? Everyone knows Microsoft Dynamics CE/CRM, PowerPlatform, & PowerBI licensing is about as clear a mud and matching your users with the right license is anything but straight forward. Join Britt as shares tips and strategies for tackling the big licensing questions within your organization. When to use an attach license? Is a BC Team user the same as a CE Team user? Bring your questions and let’s dive into demystifying the world that is Dynamics Licensing.

Ashley Steiner

9:10 AM - 10:10 AM

Get to Know the New Admin Center

For years, we’ve managed the D365 system settings in the “Classic Settings” area. But Microsoft is slowly moving everything to the Power Apps Admin Center. In this session, we will walk through the new admin center and highlight where to find the most common settings. We will also discuss the new exciting things you can do here and how to best leverage the new admin center.

Kylie Kiser & Melissa Erickson

10:30 AM - 11:30 AM

50 Tips in 50 Minutes

Your favorite fast-talking duo will rattle off as many tips as we can fit in our time! We’re talking about tools, tips and tricks for Dynamics 365 that cover Sales, Customer Service, Marketing, the Power Platform and more! Let’s see if we get through all 50 or maybe even more!

Merlin Schwaiger & Ashley Steiner

1:15 PM - 2:15 PM

Making Life Easier with XRMToolBox

Anyone who administers or configures a Dynamics 365 CE environment should be using XRMToolBox, no question. This session will strive to provide value to seasoned professionals and newbies alike, with a quick overview of what XRMToolBox provides and then we’ll all discuss some of our favorite tools. I’ll bring my favorites, but feel free to share yours as well!

Dynamics 365 Finance & Operations

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Implementing a New ERP - Expert Panel

8:00 AM - 9:00 AM

Join the industry titans of F&O as they guide us through a NEW D365 implementation.

Upgrading Your Legacy ERP - Expert Panel

8:00 AM - 9:00 AM

Join the industry titans of F&O as they answer your questions and concerns about upgrading to D365!

James Cox & Nigel Cox

9:10 AM - 10:10 AM

Standard Cost vs. Actual Cost

For different businesses when is one better than the other? What are the setup alternatives? How might they be used differently, how are overheads and indirect charges handled? What are the implications related to the new Landed Cost capabilities?

Madison Hillend

9:10 AM - 10:10 AM

Let’s get AI-nnovative in the Workplace

Join me for an exciting event on the topic of using AI in the workplace, featuring Chat GPT, Microsoft Co-Pilot, and Dynamics 365 Finance and Operations. We will explore the latest advancements in AI and how it is transforming the modern workplace. We will discuss the benefits, challenges, and ethical considerations of implementing AI responsibly. Join me for this exciting event and learn how AI can transform your business while maintaining ethical and responsible practices.

Anne Krupke & Nicole Gump

10:30 AM - 11:30 AM

What’s New in Supply Chain Management

In this session, we will talk about recent and upcoming features in the Supply Chain modules of Dynamics 365 Finance and Operations (planning, production, inventory, warehousing, purchasing, sales, costing, and asset management). We will focus on how these features may apply to your business and demonstrate key features. This session will be flexible based on what is relevant to the audience and will cover features from 2022 and 2023.

Peter Ramer

10:30 AM - 11:30 AM

Run A Custom X++ Script In PROD With Zero Downtime

In the past, developers needed to first deploy a package to PROD, taking the environment offline, before running a script to correct data. Now, using a new Microsoft feature, developers can deploy packages that contain a custom x++ runnable job without needing to use LCS or taking the PROD environment down.

In this session, learn how to write and deploy a custom x++ script to a PROD environment with zero downtime. Additionally, learn what form and security roles your user will need to be able to perform these actions. As well as tips for making sure you are updating your data safely.

DynamicsCon Events - Molly Fuchsel

11:30 AM - 12:00 PM

DUG is your year-around community, with DynamicsCon events bringing hundreds and even thousands of members together from all around the globe. We hope you have enjoyed your week in Scottsdale. In this session, Molly will share more about the 2024 and beyond conference schedule. Plus find out the best way to learn, network and share with your community.

Clara Seijo Blanque & Thomas Meede

1:15 PM - 2:15 PM

How to Select the Best Billing Approach in D365 Finance

Once you start to define and configure your ERP Dynamics 365 Finance, related to customer billing, there are several different options you can use to get a similar result. You can use free text invoices as a simple billing option, sales orders if you manage inventory or even project invoices if you want to control the WIP and revenues… So, the doubt is, ¿how to be sure we are selecting the best approach? Join me to review all the options and how to decide the best option.

Staci Kimmell

1:15 PM - 2:15 PM

Secrets to Save Money and Move Faster with F&O Projects

D365 F&O ERP Implementations are highly complex. Balancing budget, scope, timeline, and resources are exceedingly difficult when designing an end-to-end solution impacting many business functions. This session will be focused on tactical, realistic ways to lower your costs and move faster toward go-live. If you are starting a project or in the middle of a project, this session is for you! This discussion will include real world case studies, specific examples, and common pitfalls.

Extending Dynamics GP with Power Apps - John Kirsch

8:00 AM - 9:00 AM

Extending Dynamics GP functionality to fit exactly what you need has become increasingly more effective and efficient. This session, hosted by John Kirsch, will demonstrate some of the capabilities of a solution added to Dynamics GP. He will review how this can be done quickly and at a reasonable cost. We are finding cases where, in the past, installing an ISV or separate solution was more than needed, but now specific functionality can be added with just the right amount of effort for an even greater result. Come find out ways to get more from your GP system and make user’s lives simpler!

Amber Bell & John Arnold

9:10 AM - 10:10 AM

Supercharge GP Using the FREE Macro Replicator!

Amber Bell & John Arnold are back, this time together, so you can quit spinning your wheels! If updating information in Dynamics GP makes you feel like you’re stuck in the mud, learn how to supercharge your GP experience by creating MEGA-Macros using the FREE Macro Replicator. We’ll start in first gear with Amber Bell showing you macro basics. Next, we will hit turbo boost and John Arnold will show you a free tool (that he designed) to create macros to update and create new transactions and records inside GP in seconds! Buckle your seatbelts and go into overdrive with the best session at DynamicsCon LIVE for learning how to save time and money!

You CAN have it all! Keep your GP and be in the CLOUD! - Chris Dobkins

10:30 AM - 11:30 AM

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!

How Can We Get Them to Forecast When They Won't Even Budget? - Zubin Gidwani

1:15 PM - 2:15 PM

You’re not alone! Budgeting and Forecasting can be brutal- come prepared to share & learn best practices with your colleagues. We’ll explore simplifying your budget process & improving manager involvement. How can they share enough details to make it feel like their own? Do you budget with enough precision to generate monthly variance reports? Are variances condemned, simply stated, or do you actively re-forecast to make course corrections? Should you physically allocate or just allocate in reporting? Can you adjust reporting and reclass expenses before the month-end close? Join this thorough session and learn to master your budgeting process.

Power Platform

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Data Governance for Low Code Solutions - Em D'Arcy & William McLendon

8:00 AM - 9:00 AM

We will take a look at the fundamentals of a governance program, along with the guardrails and supports you can put in place so app makers have a safe place to create and innovate.

Building AI Capable Apps with the Power Platform - April Dunnam

9:10 AM - 10:10 AM

Think you need a data science degree to build Artificial Intelligence capable apps? Think again! This session will show how to use Power Platform’s AI Builder to enhance your apps with artificial intelligence – no code required. We’ll explore what AI functionality AI Builder has to offer and show how to get started. Plus, you’ll learn how AI Builder fits into the broader AI landscape and which service to use in various scenarios.

Kickstart your Power Apps Development with Power Fx - April Dunnam

10:30 AM - 11:30 AM

There’s a lot you can do with the no code capabilities of Power Apps but to really take your apps to the next level and add advanced logic you need to learn the formula language that Power Apps runs on, Power Fx. In this session, we’ll explore the fundamentals of Power Fx and how you can apply it to add logic to your canvas and model driven Power Apps.

Liz Hallen

11:30 AM - 12:00 PM

Get Involved With DUG Meetups

Bring the power of community home with you! DUG Meetups is 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 wouldn’t you?

Rishona Elijah

1:15 PM - 2:15 PM

Power Virtual Agents: Exploring the Unified Canvas

The Power Virtual Agents unified canvas is a new building experience that brings together the low-code PVA as we know, with pro-code capabilities from Bot Framework Composer. The unified canvas has a lot to offer, including the ability to easily add message variations, send images and videos, add adaptive cards to your bot, and a lot more. In this session we’ll be going through an introduction into Power Virtual Agents, as well as exploring how you can use the unified canvas features to create your own no-code chatbot.

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