Agenda

Join top experts from the Microsoft Business Applications ecosystem for an exclusive Partner Marketing Event at DynamicsCon. Gain valuable insights into marketing strategies driving success in the Dynamics and Power Platform channel, explore exclusive data on buyer behavior and effective sales tactics, and learn how VARs and ISVs can maximize their partnerships. Click the Partner Marketing Event tab on the menu to learn more! PLEASE NOTE: This event is ticketed separately from DynamicsCon!

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.

Training for New Microsoft Dynamics 365 Business Central Users Join us for an engaging 1-hour session designed specifically for new users of Microsoft Dynamics 365 Business Central. This presentation will give you the skills and insights needed to navigate and utilize Business Central effectively. Discover how to manage your daily processes seamlessly, while integrating with other powerful Microsoft tools like Outlook, Excel, Teams, and SharePoint. Learn best practices, tips, and tricks to streamline processes, make smarter decisions, and drive business growth. Don't miss this opportunity to empower yourself and your team with the knowledge to unlock the full potential of Business Central. See you at the Dynamics User Group Conference!

Join me for this session where we are going to cover all the functionality of Copilot within Business Centra. how to use it and WHY you SHOULD be using it - in true fashion, we will also cover LifeHacks on how you can go beyond functionality and make the most out of this UI for AI!!

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.

Learn how security groups and the new capabilities with composable permission sets impact what can be done with permission setup in BC. Is the permission recorder obsolete? Why would I want to make a flat copy of a permission set? How do I understand what the 2024 Wave 2 Update (BC 25) did automatically when it removed my User Groups? These questions and more will be answered during this session. And as a bonus, gain insight into how to work through a permission project and a tool that may just make the whole thing a lot easier.

In this session, we will explore how D365 BC can transform the operations of professional services businesses. Whether you’re managing projects, tracking billable hours, or handling client invoicing, Business Central offers a comprehensive suite of tools to streamline your project processes and enhance productivity. This session will not only cover what you can do, but also the limitations. Join us for a practical demonstration that will equip you with the knowledge to leverage Business Central for your professional services business. Whether you’re new to Business Central or looking to deepen your understanding, this session will provide valuable insights and actionable strategies.

In this session we will cover features that have been added to Dynamics 365 Finance. We will also cover features that are planned for Dynamics 365 Finance.

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

This session will describe the utilization of routes and resources/resource groups within D365 including the use of time and capacity based resource setup. A review of the assignment of resources to routes will be review allowing users to optimize how resources are assigned with primary and secondary resources. The course will conclude with a review of MRP output from planning optimization for resource consumption.

In this session, we'll be presenting the One Dynamics One Platform vision and the latest updates on new features under the convergence that focuses One Admin, One Developer, One User and One Insights persona. One Dynamics One Platform focuses on the convergence of finance and operations apps with Microsoft Dataverse and enables customers to take full advantage of Power Platform with each finance and operations app environment. These features improve the development, administration, and user experiences by removing barriers, tightening integrations, and enhancing cross-platform capabilities.

Where do I start? That is a common question asked when it concerns AI. This session will help you to understand the many options available when it comes to Artificial Intelligence and how to harness them within your organization. We will discuss Large Language models as well as traditional Machine Learning models. During this session, you will learn: What AI is Why and how could you use it AI scenarios and use cases How to get started

Can there be a project success after failed implementations and bad divorce from the implementation partner ? Is this a myth or a possibility ? I would showcase real live examples and strategies to overcome failed ERP implementations. The session will be covering People and Change Management activities and strategies focused on how to build a strong and motivated Project team and gain the acceptance and trust from the End users. The audience will get a deeper insight in how to manage and overcome setbacks, road blocks, challenges, lack of motivation and client mistrusts to achieve a Project success. Proving that that even after a bad divorce you can create a Partner/Client Relationship based on quality, trust and mutual respect.

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 business requirements? Join us 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!

Your favorite fast-talking MVP duo will rattle off as many tips as we can fit in our time! We’re talking about tools, best practices, tips and tricks for Dynamics 365, Power Apps, and other Power Platform tools! We will also be using a Power App to randomly select our tips from a bank of over 150! This means you can only see these tips here! Let’s see if we can get through all 60 or maybe even more!

Many of us have heard that we should be performing as many transformations upstream when using Power Query. While this is a noble cause, it is not always practical. For many, Power Query is a tool that can help extract data from different sources that might not be within our control. The result requires you to leverage Power Query for your transformations. But with a few adjustments, you could end up getting the most out of the tool. In this session, we will explore some of the hidden secrets of Power Query that can transform how you manage data in Power BI. We will explore how to manipulate data connections, aggregate data, merge/append queries, create dimensions, invoke custom functions, and manage queries with parameters. We will even dive into how to modify some of our transformations within the advanced editor by writing a few lines of code. We will also explore some best practices to help optimize our queries.

Are you ready to transform your Dynamics 365 data into actionable insights? In this session, we will explore how to integrate Dynamics 365 with Microsoft Fabric to unlock the full potential of your business data. You’ll learn how to connect, analyze, and visualize data across your organization seamlessly, combining the power of Dynamics 365's operational capabilities with Fabric's advanced analytics. We will dive into practical use cases, including creating a unified data lake, enabling real-time analytics, and driving predictive insights—all using Fabric’s tools like Dataflows Gen2, Synapse Real-Time Analytics, and Power BI. This session will showcase step-by-step demonstrations, tips for optimizing performance, and best practices for building a robust analytics pipeline.

Copilot Studio empowers teams to quickly and easily create powerful bots using a guided no-code graphical experience - all without the need for data scientists or developers. Do you want to learn how to augment your support staff with bot technology that can handle simple requests and frequently asked questions? Give people access to the help they need, 24/7. Automate frequently asked questions and common business processes for HR, service desks, and more. This session will walk you through the basics of Copilot Studio and how to create your first chatbot!

Building and maintaining a robust in-house D365 expertise is key to leveraging the full potential of the platform while reducing long-term dependence on external consultants. In this session, we will explore actionable strategies for developing a sustainable D365 knowledge base within your organization. Attendees will learn how to build a culture of continuous learning, create a practical and scalable training program, and retain top talent to ensure their organization remains competitive and capable of navigating D365’s evolving capabilities. Real-world examples and best practices will be provided to equip organizations with the tools to foster in-house D365 excellence.

Take your Power Apps from concept to creation faster than before with this tip-filled session. You'll learn how to prompt your way to powerful apps, explore how to create streamlined user experiences with modern controls, how to share and reuse your code with YAML and much more! Learn how to turn your ideas into reality with practical tips and real-world examples.

This session highlights five key ways to boost productivity with Power Pages and VS Code Copilot: Streamline Liquid templating using AI-driven suggestions. Speed up JavaScript development, including form validation. Get deeper insights into JavaScript for troubleshooting and customization. Seamlessly integrate HTML with Bootstrap for responsive designs. Simplify Power Pages web API calls for better external integrations. Mastering these techniques will help attendees maximize the potential of Power Pages with Copilot.

Join me for an exhilarating live session where I will implement a complete Fabric solution from start to finish in just 60 minutes! Watch as I navigate through the entire process, from setting up the Workspace to creating a comprehensive Power BI Report. Highlights of the session include: • Live Implementation: Witness the step-by-step creation of a Fabric solution in real-time. • Experienced Insights: I will provide detailed explanations and invaluable tips throughout the session. • Interactive Learning: Gain practical knowledge and see best practices in action. This session is packed with information and insights that will leave you amazed. Don’t miss out on this opportunity to enhance your skills and knowledge in Fabric implementation. Get ready to be astounded!

With Dynamics 365 Finance and Supply Chain, Microsoft has enabled a very robust platform and development suite to achieve any business scenario. Microsoft has now also built an all-encompassing Power Platform stack to allow even more robust and scalable solutions. This session will dive into the experiences we have done and how to "Decide On" if the customization should be done in D365 Finance and Supply Chain or with the Power Platform suite. There are key indicators and business scenarios that we will discuss from experience that will make it very clear how this can be done successful

Working with data in D365 applications gets a lot easier once you know what’s going on under the hood. While most users don’t need a developer-level knowledge of D365’s data infrastructure, everyone benefits from understanding how the data infrastructure that supports each D365 application works together. This low-jargon tour of how D365 data flows from your fingertips to underlying data models (and back!) will help you better understand both how and why D365 systems work the way they do. Learn the underlying data anatomy of each “family” of D365 applications, including how that logic defines your options for integration with other tools, such as Fabric and the Power Platform. Leave this session ready to work with your D365 app of choice with less frustration, greater understanding, and more success!

Get ready to upgrade your sales game and discover your inner superhero with Dynamics 365 Sales! In this session, I'll discuss the most important features of Dynamics 365 Sales, I might even introduce you to my friend Copilot inside D365 Sales! Think of this session as 'Avengers Assemble' but for sales teams! Whether you're a sales newbie or a seasoned pro, I guarantee that you'll leave this session feeling like you can conquer any sales quota with your new superpowers. So put on your cape and join us for an hour of fun and practical tips to help you become the superhero of your sales team!

Dynamics 365 Contact Center and Copilot Agents represent the future of customer service, offering a transformative approach that blends human intelligence with AI. By leveraging these technologies, businesses can enhance their customer interactions, streamline operations, and achieve sustainable growth. This session will provide a comprehensive understanding of how to create an Agent within the Dynamics 365 Contact Center. Join me to explore the innovative features, real-world applications, and best practices for implementing and maximizing the benefits of this powerful combination.

Unlock the secrets to managing security like 007 with Dynamics 365 Customer Insights. In this session, we’ll demystify security roles, permissions, and access controls to help you safeguard your data while empowering your team. Learn how to strike the perfect balance between protection and productivity for marketing customer engagement success.

Dive into the dynamic world of project management with our lively session, "Project Ops Showdown," where two Project Operations experts face off to tackle common challenges in Dynamics 365 Project Operations. Each presenter, backed by their own “team,” will respond to typical project management obstacles, like resource allocation, timeline adjustments, budget monitoring, and unexpected risks. In this engaging showdown, presenters have just five minutes to showcase their best, most creative solutions. But the real judges? You, the audience! Vote live on which solution you find most effective or innovative, and get in on the fun with opportunities to suggest “curveballs,” like sudden budget cuts or scope changes. Expect friendly banter and a spirited competition as our presenters race to impress with their expertise.

Are you tired of being side-kicked around? Do you wish you could harness some MCE (Main Character Energy) for whatever 'plot twist' might be coming when it comes to whether you stay on Dynamics GP or move to another ERP? Join Amber Bell as she shows you how you can become the superhero in your own career journey and how you can use those skills to help your company triumph in this crazy multiverse of madness! The session will include plenty of GP Tips and Tricks! You will also learn how to use Wonder Woman's Lasso of Truth when looking at new software and Wolverine's tips on how to heal your data injuries.

Ever wondered what all those extra fields and buttons are when you're adding an account, vendor, customer, etc. Join this class where we'll look at all those fields and see if any of them can help you streamline your business.

Revenue and Expense Deferrals in Dynamics GP. How can a Deferral module help you? • Do you have Revenue Recognition requirements? Get out of Excel and process your revenue recognition schedules within the system. • We'll talk about ASC606 compliance. • We'll discuss the options for complex revenue recognition. • Automate repeatable processes and reduce the number of manual journal entries.

Join us for an in-depth session where we explore how our innovative solutions simplify tax management within accounts receivable and accounts payable. We'll dive into the complexities of responding to global challenges such as recent tariffs and provide insights on how to justify investments in automation. Discover how our tools can streamline your processes and enhance your ability to navigate the ever-evolving global economic landscape.

Managing the intricacies of accounts payable can be daunting, from ensuring accurate tax rates at checkout to handling IRS forms and vendor exemptions. Join us for this session to discover how Avalara can simplify your accounts payable processes. In this session, we will explore strategies to efficiently manage consumer use tax, vendor exemption certificates, and the complexities of 1099 reporting. Learn how Avalara’s solutions can help your business reduce errors, save time, and ensure compliance across the board.

We know every business is unique and juggles dozens of applications leading to data silos, costly mistakes, and potential headaches. Whether you know it or not, you're currently facing challenges with data synchronization, system integrations, and trying to optimize your business operations. That's where we come in with an iPaaS suite that is user-friendly, is low code, and is the only iPaaS that delivers both virtual and physical integration for all of your systems and processes. No other iPaaS provider can do what we do! Join us to see how eOne sets the standard for how easy it can be to integrate your Dynamics 365 business apps with all of your systems.

Want to accelerate order processing, cut costs and position your business for growth? Without EDI automation, managing orders efficiently can feel like an uphill battle. Join SPS Commerce to learn how full-service EDI for Dynamics 365 simplifies operations, reduces manual effort and keeps your business running smoothly. We’ll explore how our solution not only connects you to the largest retail network but also helps you navigate complex industry regulations like FSMA and improves revenue recovery. Whether you're a small business owner or a supply chain leader, this session will give you the insights you need to improve efficiency and build a stronger, more resilient business.

Discover how MCBS, a growing HVAC company, unlocked 100% billable hours and dramatically increased revenue by overcoming operational challenges. This presentation showcases how Praxedo's field service management software, integrated with Microsoft Dynamics 365 Business Central, streamlined workflows, improved service efficiency, and maximized profitability.

Is your inventory stuck in neutral, held back by outdated spreadsheets? Managing inventory with spreadsheets might seem fine—until errors, stockouts, & excess start draining profits. Just like a rally car needs precision tuning to perform on challenging terrain, your business needs smart inventory planning to stay on track. That’s where Netstock comes in. With AI built into the platform, you gain an intelligent AI expert working alongside your teams to optimize decision-making, solve specific problems, & drive tangible results—all while saving time so they can focus on what matters most. Join Vaughan Proctor to discover how Netstock helps you: Shift gears with accurate, AI-driven ordering. Avoid stock-out skids with automated alerts and smarter forecasting. Reduce excess inventory and free up working capital. Turn raw data into action with AI-powered insights and recommendations. Don’t let inventory issues put your business into a spinout—attend this session and take control!

Join Dooap’s Senior Sales Manager, Scott Schlegel, as he interviews Manny Martinez from Hometown Food Company and Ryan Gergen of West Madison Foods, both VPs of Information Systems, about their experience with AP automation. They’ll share: - Why choose a dedicated AP solution over D365 Finance ERP’s AP features? - The key benefits and measurable results of AP automation - The big question: Is AP automation an IT project? How much effort does it really require from IT? - Bonus: Chicago insiders’ tips for conference attendees! Don’t miss this customer-driven discussion on how Dooap makes AP automation smooth, efficient, and impactful.

Calling all Accounts Payable wizards, magicians, and masters of the ERP implementation arts! ✨ Step into the Great Hall of AP mastery at DynamicsCon 2025, where Mekorma will unveil the spells, charms, and enchantments that make AP automation truly magical. In this session, we’ll open The AP Wizard’s Handbook and demonstrate how Mekorma Payment Hub empowers D365 Business Central users to: 🪄 Wave away manual tasks with powerful automation charms 🔐 Conjure visibility, flexibility, and fortified security across all payment workflows 🧾 Tame multi-entity chaos with a flick of the Action Board 🧙‍♂️ Brew compliance and control using vendor validation spells Whether you're an in-house AP sorcerer or help your clients unlock the AP magic, Mekorma equips you with the tools to elevate your craft—no magic wands required! ✨ Come for the magic, stay for the mastery. Unlock the secrets of stress-free AP with Mekorma Payment Hub!

Purchase Approvals -> Discover how Nolan eRequest, a Microsoft Teams application, revolutionizes procurement by automating requisitions, approvals, and purchasing processes. Gain complete control over employee spending with features that route requests to the right stakeholders, eliminate bottlenecks, and introduce a scalable requisition process. With customizable forms, complex approval hierarchies, and seamless BC integration, Nolan eRequest organizes procurement operations across your entire workforce. Bank Reconciliation –> Revolutionize your cash and credit card reconciliation process with Nolan Apps! Eliminate the hassle of unreliable bank data feeds and manual bank statement imports using Nolan Bank Feeds. Pair this with Automated Bank Reconciliation where personalized rules will boost your auto-matching rate from 50% to over 90%. Save your accounting team hours of work while enhancing visibility into your daily cash position for improved cash control.

Learn how the iDynamics apps let you handle all types of sales incentives, as well as handling royalties and purchase rebates, within Business Central. We'll give you a quick overview of the main features, talk about the latest updates, and give you a sneak preview of what's coming soon.

A survey of 700 finance leaders found 65% of CFOs plan to automate at least half of their finance functions, with 27% already fully automated. As economic pressures mount, 65% of S&P 1200 companies have cut costs—but short-term reductions aren’t sustainable. Finance leaders are turning to automation to drive efficiency, strengthen financial control, and streamline AP processes. In this session, we’ll explore how SignUp Software’s ExFlow, fully embedded in Microsoft Dynamics 365 Business Central, transforms the Office of the CFO by: - Automating P2P & OTC for ingestion, approval, posting, and payments. - Optimizing Business Central content for R2R compliance and storage savings. - Delivering AI-driven insights for smarter decision-making. Join us to see real-world ExFlow use cases, key D365 BC finance challenges, and how companies are automating for sustainable growth. We help you put your cash and spend under control for ultimate efficiency, compliance and growth.

Looking to simplify and enhance your financial reporting with Business Central Cloud? Join us to explore Jet Reports Online and the Reports Center—a modern SaaS solution crafted to optimize financial reporting and report management for organizations using BC Cloud. Discover how the Reports Center, backed by the insightsoftware Platform, improves traditional reporting by offering a centralized, secure online report management portal. With this tool, managing and sharing BC Cloud reports becomes seamless and accessible for anyone from anywhere. Through a live demonstration, you’ll experience how features like report automation, scheduling, and secure distribution can save time, minimize errors, and drive more informed decision-making. Whether you're already using Jet Reports or searching for tools tailored for cloud-first businesses, this session will show you how Jet Reports Online can simplify workflows and support your company’s growth.

In this session, you'll experience the most user-friendly Mobile WMS on the planet, Tasklet Factory. Learn how Tasklet can help you overcome challenges in your warehouse like errors, misplaced items, wrong shipments, inefficient picking and more all from your handheld barcode scanner. With the most user-friendly interface on the planet, Mobile WMS helps your team get more done in less time by providing real-time data and digital guidance in the palm of their hand. With over 2000 warehouse customers worldwide, our solution has been developed based on real life warehouse experience and with warehouse workers themselves in mind. Come and see it for yourself!

Are you ready to stop fraud in its tracks while taking control of vendor statement reconciliation? Discover how Yooz, the most powerful AP Automation solution, transforms accounts payable for Microsoft Dynamics users with a seamless, end-to-end experience. In this session, we’ll show you the power of Yooz’s AI-powered solution to eliminate tedious manual processes, how it detects fraud before it happens, and how Yooz automates vendor statement reconciliation. Don’t miss this live demo to see how Yooz rises above the competition to deliver unparalleled efficiency, visibility, and control for your AP team.

Pricing has the highest impact on business growth—more than customer acquisition or retention. In this dynamic session, discover the 10 critical pricing strategies that can elevate your profit margins and secure long-term success. Learn how to avoid common pricing pitfalls and leverage data-driven insights to maximize your competitive edge.

Tired of manual processes slowing down your cash flow and causing costly errors? Join us for an insightful session where we dive into the power of automation with PayFabric. Discover how our innovative solution can boost your efficiency, enhance security and free up valuable time and resources. Led by an industry veteran with over 20 years of experience supporting ERP users, this session will showcase how PayFabric seamlessly integrates with Microsoft Dynamics to transform your business operations. You’ll learn how to increase cash flow, improve customer satisfaction and fortify security with our cutting-edge payment processing technology. In this session, you will learn how to: Securely process payments directly from Microsoft Dynamics Automatically deliver and present invoices to customers Send timely payment reminders based on due dates Offer customers convenient self-service payment options Simplify reconciliation of invoices and payments with real-time ERP integration Reduce the scope of PCI compliance requirements And much more!

Business Central is a powerful ERP, but it doesn’t cover every need out of the box. For those looking for better warehouse mobility, production planning, shipping automation, or streamlined order fulfillment, this session is for you. Join us for a practical, fast-paced session where we’ll showcase free and premium apps designed to boost efficiency—without the need for costly customizations. Learn about: • Better Production Planning & Scheduling – Improve planning accuracy and automate scheduling for smoother production. • Shop Floor Automation – Capture real-time data and eliminate manual entry to streamline operations. • Warehouse Mobility – Use barcode scanning for real-time inventory management and faster order processing. • Smarter Shipping – Compare carrier rates, track shipments in real time, and simplify logistics. • Frictionless Order Fulfillment – Automate picking and reduce order delays. • Free Apps to Enhance Business Central – Get more functionality at zero cost.

Discover how CADLink bridges the gap between your engineering and Dynamics 365! This session will demonstrate how CADLink eliminates manual entry, reduces errors, and keeps BOMs perfectly synced. Learn how your team can enhance efficiency, improve collaboration, and accelerate production with a seamless engineering workflow.

Join us for an exclusive session where we’ll explore how Leapwork, the leading no-code test automation platform, seamlessly integrates with the Microsoft D365 ecosystem. Discover how Leapwork’s strategic partnership with Microsoft empowers organizations to streamline ERP, CRM, and Power Platform testing, ensuring quality at scale. We’ll also dive into AI-driven automation and how Leapwork aligns with Microsoft Copilot, enabling teams to enhance productivity, reduce risk, and accelerate digital transformation—all without writing a single line of code. Don’t miss this opportunity to see Leapwork in action and revolutionize your D365 testing strategy!

Are you a Microsoft partner, implementation expert, or end user eager to boost frontline productivity and streamline back-office operations? Join the mobility experts at Resco for an engaging session designed to take your operations to the next level and unlock your team's full potential. You’ll discover how Resco's mobile-first solutions are much more than just Field Service, with hands-on demos of our latest innovations showcasing the back-office and frontline user experiences. Walk away with actionable steps to leverage Resco’s over 800 ready-to-use features, pre-made templates, and customizable components tailored for various industries including Renewable Energy, Oil & Gas, Property Management, and more.

Microsoft Dynamics 365 users face a range of EDI challenges, from manual data entry and compliance issues to chargebacks, errors, and scalability roadblocks. In this session, we’ll explore how TrueCommerce EDI simplifies and enhances your Microsoft Dynamics 365 with deep native integration, automated workflows, and a robust trading partner network. You’ll see real-world impact through a customer success story—demonstrating how businesses have significantly reduced errors, cut order processing time, and improved operational efficiency. We’ll conclude with actionable next steps, outlining how you can quickly implement TrueCommerce EDI to streamline processes and drive growth. If you’re manually keying in orders and struggling with retailer compliance, this session is for you!

Discover how AI and automation are revolutionizing accounts receivables for Dynamics users. Learn how businesses can streamline receivables, improve efficiency, and boost cash flow with cutting-edge AI technology—seamlessly integrated with MSD. This session covers: - Real-world success stories of AI-driven receivables management - How AI-powered tools predict revenue, minimize late payments, optimize cash flow, and more - ROI calculations to help you decide if you should invest in AI and automation - How Chaser’s seamless integration with Dynamics makes it easy to implement AI-driven solutions instantly - How resellers and implementation partners can create new revenue streams with AI - Why accounts receivable is critical and the cost of ignoring it - Free tools and resources to get started with better receivables management Don’t miss this chance to see AI in action and transform your Dynamics receivables strategy!

Manufacturers and distributors are investing in digital to grow online sales. Digital growth requires more than a window into the ERP. It demands flexibility and scalability to support sales, channels, and consistently improve the customer experience. Learn how Znode is providing a better way for manufacturers and distributors to grow online.

Tired of hearing that you need to move away from Dynamics GP? You don’t! PowerGP Online delivers a secure, modern cloud experience without the headaches of switching ERP systems. In just days, you can move your existing GP environment to the cloud and unlock powerful new capabilities, including: *Bank & Credit Card Automation – Download transactions and match them to GP Bank Rec & AP Vouchers *Excel-Powered Insights – Live, local reports and seamless Excel imports across 25+ GP windows *Enhanced Usability & Security – Batch Status Reset, Multi-Factor Authentication, and streamlined user management *A Better GP Experience – More control, more efficiency, and no reimplementation required Join us to see why PowerGP Online is the best path forward for Dynamics GP users—today and for the future!

Have you customized Business Central to accommodate your processes? Are you aware of the potential risks to your business if customized source code is improperly managed? In the absence of extension source code management, you risk business disruption when monthly Business Central updates are released or when changes to customizations are needed. Ideal for end users and partners alike, this session will present a thought-provoking discussion to help you properly manage customizations and mitigate operational risks. 

What is sales tax, why is it so complicated and can it be setup in Business Central? Dave and Andrea will walk you through some information on sales tax and how to configure sales tax within your BC environment.

Nothing makes Controllers and Accounting Managers more uncomfortable than hearing the words: "The auditors will be here tomorrow". In this session, we will cover everything needed to minimize the stress of an audit of your BC environment. Topics will include best practices for managing users and security, to proper setup of financial controls and settings in Business Central, and which reports and data sets are the best for fulfilling all of the auditor's requests as quickly and painlessly as possible.

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 the new standard PowerBI reports, document defaults and posting restrictions, subscription billing, and more.

In manufacturing, it’s often the small data mistakes that create the biggest scheduling problems. This session will highlight how common issues like inaccurate routing, misaligned calendars, and BOM errors in Business Central can derail production schedules. You’ll walk away with practical insights and actionable tips to clean up your data and avoid these common pitfalls, helping your production stay on track and your business run smoothly. This session is best for new users of the Business Central Manufacturing module and experienced users migrating data from other ERPs or older BC/NAV versions.

It’s 4:58pm on a Friday. You’re just about ready to finish up for the day when you hear the unmistakeable sound of a new email hitting your inbox. One of your vendors just sent you a new price list, and now you must update the prices of 1000 items. Good thing the Price Worksheet exists! In this session we’ll check out some of the nifty new features of the new sales price experience, including the new price worksheet, price and discount combinations, and item discounts across ALL items.

Do you have AP and AR invoices that you need to settle against each other. Did you know D365 F&O offers a netting process since Build 39. Will review how this makes your things for your finance department easier. Will cover the basics and show how it's set up, how to process a netting, and And how you can correct a netting.

Engineering Change Management (ECM) has been available for free in D365 F&SCM since August 2020, offering manufacturers streamlined product versioning and change control to shorten time to market. While activating ECM is straightforward, understanding its full potential—and limitations—is key to maximizing its value for your business. What You’ll Learn: - Discover the benefits of version control and change tracking. - Explore ECM configurations and their impact on your operations. - Identify potential pitfalls and what may not work well for your business. - Gain insights into how to effectively implement ECM to support your processes. By the end of this session, you'll have a clear understanding of this powerful functionality and how to leverage it effectively in D365 F&SCM.

Learn how to use production floor UI to complete critical activities such as start/complete production jobs, log time and absence, request machine maintenance and enter time against project activities. Explain how easy it is to configure and get started with production floor UI for simple and more advanced production scenarios. Allow attendees to get familiar with a full breadth of production floor UI functions and transfer that knowledge to their organizations.

Join us for a transformative master class where we demystify the querying of data by end users within the Dynamics 365 F&O application. They can seem daunting and complex to end users, but that is just because the practice and understanding of the concepts are not there. And most documentation makes a number of assumptions. In this engaging session, we’ll dive deep into advanced filtering techniques that transcend basic queries, unveiling methods to slice and dice your data in F&O for unparalleled insights. We’ll explore inquiry options that empower you to navigate with precision and confidence. Through practical demonstrations and real-world examples, you’ll gain hands-on knowledge to apply immediately in your organization. Whether you’re a D365 veteran aiming to elevate your expertise or a newcomer eager to explore advanced capabilities, this presentation will equip you with the skills to transform complexity into clarity.

Join us for an insightful session on the latest advancements in Artificial Intelligence and Copilot within Microsoft Dynamics 365 Finance and Supply Chain. We will explore current applications and the future roadmap of these technologies. This session will cover features in preview as well as those that have already been released. Attendees will see real-world examples and engage in an open discussion addressing the technological, security, and ethical challenges associated with AI integration. Your participation will enhance our collective understanding of these critical developments.

Managing resistance effectively is critical to success with organizational change. Applying tactics for managing resistance can help you identify and focus on the right issues - so you can help your teams through their change journeys and engage with and adopt critical changes in your organization.

This 60-minute session, delve into the dynamic world of Power Apps as we unveil the top 10 new features transforming the landscape of app development. With the ever-evolving demands of modern businesses, Microsoft's Power Apps continues to evolve, empowering users to create custom applications with unprecedented ease and efficiency. From enhanced data integration capabilities to advanced automation features, this session will provide a comprehensive overview of the latest innovations in Power Apps. Through live demonstrations, practical examples, and expert insights, attendees will gain valuable insights into harnessing the full potential of Power Apps to streamline processes, boost productivity, and drive digital transformation within their organizations. Whether you're a seasoned Power Apps user or just beginning your journey, join us to discover the game-changing features shaping the future of app development.

Take your Power Platform skills to the next level by learning how to craft brilliant prompts. This session will guide you through the basics of prompt creation and demonstrate how to harness the power of the GPT model in AI Builder. Learn how to implement these prompts in Power Automate, Power Apps, and Copilot Studio to drive productivity and AI innovation.

Microsoft 365 Copilot for Sales leverages the power of generative AI and role-based agents to seamlessly integrate with leading CRM platforms like Salesforce, ServiceNow, and Dynamics 365. In this session, you'll get a deep dive into the Agent DB and Framework—critical components that unify Microsoft-specific, third-party, and organizational data sources into a single, intelligent system powering Copilot experiences. Discover how the Agent DB connects diverse data sources, how relationships between them are established, and how it’s deployed, managed, and extended within your environment. You'll also learn how the Agent DB drives a wide range of out-of-the-box agents and how the resulting insights can be used to power your own custom agents and workflows. Whether you're building enterprise AI solutions or looking to optimize your Sales operations, this session provides the foundational knowledge to harness the full potential of Microsoft 365 Copilot for Sales.

Use a JSON script with Power Automate to create a team in Teams with custom Channels including a Private Channel. Automate creation of Teams using a JSON based template to create Teams with specific Channels and settings.

This session aims to introduce low-code developers to the "big brother" of Power Automate and a key enabler for supercharging Power Apps solutions: Azure Logic Apps. Attendees will gain practical knowledge to implement highly scalable, secure, and performant integrations—such as custom APIs, ETL, and Workflow - without needing extensive coding (or just a little when necessary). They'll also learn how to decide between Power Automate, Azure Logic Apps, or fully coded solutions like Azure Functions for complex integrations and orchestration in their Power Apps projects. This session offers a platform for knowledge sharing and collaboration, allowing me to connect with fellow professionals and explore their unique use cases, challenges, and insights regarding Logic Apps. By fostering a deeper understanding of the synergies between Power Platform and Azure, this session aims to strengthen the ecosystem, driving more robust, efficient, and scalable solutions for everyone.

By 2025, Generation Z (born 1996-2012) are expected to outnumber baby boomers in the workforce for the first time. Unlike previous generations, the median tenure for workers aged 25-34 with their current employer is around 2.7 years, which is significantly shorter than generations past. Additionally, 55.3% of recent grads leave their first positions within the first year. Recruiting and maintaining top Gen Z talent in the Dynamics channel requires a different approach. Like generations before them, Gen Z brings with them different expectations around work-life integration, professional development, digital-first workplaces, and personalized experiences such as flexible hours and remote work options. This session will dive into practical strategies for hiring, supporting, and empowering Gen Z talent in your organization. Mason and Jacob will share real success stories, followed by a Q&A to address your specific challenges and questions.

In the grand arena of CRM development, Dynamics 365 apps have been the reigning champions. The speed of development and extensibility for business users is unparalleled. But what if you need a web experience for external users with Power Pages? It is not a simple one-to-one replication. And this is where the royal rumble starts; stakes are high and competition is fierce. You need the ultimate Power Platform tag team, built on the robust foundations of Dataverse. As it’s not just a 121 replication, you need to understand how to transfer well-known features such as forms, views, and permissions into a fighting fit portal. This session will showcase the best no-code/low-code techniques as the high-flying moves that extend Dynamics 365 into Power Pages without a full-stack developer. For those tougher opponents of configuration, it will also demonstrate how to collaborate with them to build sustainable websites, ensuring your apps remain the undisputed champions in the digital arena.

Companies are curious about AI, but when it comes to integrating it into a business, people are still trying to separate fact from fiction. This session will explore how to close the curiosity gap of AI in the sales and marketing function and start adding real value to a business. Join Marie Wiese, CEO of Marketing Copilot®, a Microsoft MVP in AI, and Jeff Ney, CEO of NewDynamic, a Microsoft CRM Partner, to discover how AI can transform your sales and marketing function. They’ll share the truth about where companies are today in their AI adoption journey, discuss what you need to get ready for AI and share examples of how to look at AI in sales and marketing across your organization. They’ll offer resources and ideas to help you build a compelling AI strategy for your organization.

Transitioning from an end user of Dynamics AX or D365 to an implementor of Dynamics AX or D365 presents many unique challenges and opportunities. This session explores the journey of making this career change, offering practical tips and techniques to ensure a successful transition. Key strategies include leveraging Microsoft Learn documentation, acquiring relevant certifications, and developing a strong understanding of business processes. Empasis is placed on the importance of continuous learning, networking within the Dynamics Community, and gaining hands-on experience through project work. By following these guidelines, individuals effectively navigate the shift from an end user to a Dynamics Analyst and position themselves for success in the Dynamics community.

We’ve all heard of change management, but how can it help us be prepared for emergencies? Why is it important to use this framework to manage evolving situations? In high-pressure environments, such as during a crisis or disaster, the ability to manage change can significantly impact response times, coordination, and overall success. By implementing structured change management processes, organizations can prepare their teams to quickly adopt new roles, workflows, and technologies that may arise no matter how big or small the challenge is, or the size of your organization. In this session, we will discuss this proactive approach to minimize confusion, boosts morale, and helps maintain business continuity of operations across all impacts, dependencies and stakeholders.

Join us for a guide to leveraging Copilot within Dynamics Customer Service. Learn how Copilot enhances productivity and efficiency for customer service representatives. We'll explore key features like case management, knowledge base integration, and omnichannel support. Discover how Copilot automates tasks, provides real-time assistance, and improves customer interactions. We’ll cover: - An overview of Copilot and its features within Dynamics Customer Service. - Using Copilot to manage cases, integrate with the knowledge base, and support multiple channels. - How Copilot automates tasks, suggests relevant knowledge base articles, and provides real-time assistance. - Analyzing customer interactions and improving service quality using AI-driven insights and analytics. By the end of this session, you’ll understand how Copilot can modernize business processes within Dynamics Customer Service, enhance productivity, and improve efficiency.

This intermediate-level presentation will give you the guide to develop a Power BI report with the context of a specific entity. We will walk through hands-on demos of how to build, configure, maintain, and troubleshoot the embedded Power BI report. Together, we can increase data visibility for users! Be a superhero of your report!

It can be challenging to make the right choice between implementing a Dynamics 365 Customer Engagement (CE) module and developing a Model-Driven App. This session aims to provide attendees with a clear understanding of both options, helping them make informed decisions based on their specific needs.

Embark on an epic adventure to master the power of Customer Insights - Journeys forms! This session will dive into their current functionality, demystify their code, and reveal how you can enhance them to capture leads, execute post submission routing to support sales, initiate key interactions, and trigger seamless Customer experience processes. Whether you're building your first line of data capture or optimizing advanced workflows, you'll leave equipped to level up your forms and create legendary marketing experiences.

In this session, we review some of the features and requests GP users often have when transitioning to BC. This session will include BC functionality and tips that any user can benefit from while really help those who recently migrated from GP to BC or are considering the move in the future.

In this session we're going to take a trip thru the available free tools to help you manage & administer your GP instance day in and day out to make your life easier.

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.

Do you know that the Fixed Asset Granule in Business Central does more than keep track of acquisition costs and depreciation? This session will cover tracking maintenance expenses, utilizing multiple depreciation books, options for depreciating additional acquisition costs after assets have been in service, options for disposal method, budgeting future depreciation expenses, and assigning assets to insurance policies. And as a bonus, we will review the new Fixed Asset Analytics.

Learn the building blocks of BC Manufacturing. We will review BC terminology, and the concepts of how to describe a manufacturing operation. This will include Bills of Materials, Routings, and how to tie them together. This is great way to get a base understanding of your options in BC.

Unlock the secrets to financial precision with Microsoft MVP Kristen Hosman in our exclusive session. Join Kristen, a former Controller, as she shares invaluable insights on leveraging subledgers effectively to maintain seamless harmony with the general ledger. Gain setup tips, proven strategies, and practical advice for navigating the intricacies of subledger management within Business Central. Kristen will also guide you through troubleshooting and resolving any issues that may arise, ensuring a robust financial foundation for your organization. Don't miss this opportunity to learn from an industry expert and elevate your Dynamics 365 experience. Master the art of subledger balance for financial control and success.

Does everything in your inventory need to be an item? Let’s find out! There are so may reasons to Item or Not to Item and in this session, we will challenge your thinking of what should or could be an item and help you unlock the hidden potential of non-inventory items and resources in Business Central with some uncommon, but highly practical uses. Perhaps it’s time to rethink your item list? While you do, use our guide to help you deicide, as we explore the pros, cons and opportunities of inventory classification and practical ways to implement these changes.

This session explores real-time integration, enabling proactive decision-making and enhancing operational efficiency. Learn how to set up and configure business events to trigger actions across Power Platform, creating a unified, responsive ecosystem that reduces manual tasks and promotes seamless data flow between systems.

This session is designed to walk end users through the creation of G/L Budgets within BC. This will include creating a budget, editing an existing budget, copying a previous version, and manually adding values. This will include budgets by dimensions. Then we will review the G/L Budget Entries along with the G/L Account Balance/Budget matrix. Finally, we will look at the various reports for comparing budget to actual. This will include the trial balance and existing financial reports. This session will not include the creation of financial reports using the newly created budget.

Join me on a journey to create a personalized workspace to meet the needs of City of Columbus accounts receivable/collection activities. Leaning on 'out of the box' functionality and user requirements to create a centralized location for customer collections.

Explore how integrating Optical Character Recognition (OCR) technology within Dynamics 365 Finance and Supply Chain Management enhances invoice processing efficiency. This session will delve into the Invoice Capture solution, which leverages AI to automatically create vendor invoices from digital images, reducing manual data entry and minimizing errors. Attendees will hear about the use of OCR at a live customer and gain insights into required roles, licensing considerations, and best practices for implementing OCR to streamline accounts payable operations.

Okay, you've made the plan. If you did well, the plan is already achievable, but likely needs tweaking and re-sequencing as you release to Production, If not you'll need to do some major schedule work and likely make some compromises - unhappy customers and customer service, unhappy shopfloor, unhappy vendors, and unhappy finance (costs and working capital). This session provides insight on the scheduling process and also discusses how to improve planning to make scheduling easier and less costly.

Strap in, because this isn't your run-of-the-mill integration talk—this is Integration Overkill, where every API call, data entity, and service goes full throttle. In this session, we’ll rip through the best-in-class integration patterns for Dynamics Finance and Operations, blending lightning-fast data flows with bulletproof reliability. Whether you're orchestrating complex systems or annihilating bottlenecks, we’ll arm you with the strategies to make integrations not just functional, but legendary. You'll learn what strategies and patterns will lead you to victory - and even save some money along the way. Think data pipelines that never fail, automations that never miss, and workflows so smooth they’d make a cyborg cry. If you’re ready to leave the old ways in the dust and push Dynamics F&O integrations to the max, then this session is your turbo boost to glory.

Join us in this session to learn about building your own copilot experiences for Dynamics 365 finance and operations apps. Microsoft provides a wide range of copilot capabilities to drive greater efficiency and insights with the application. While these experiences are available out of the box, there is also flexibility in extending and customizing the copilot experiences to meet the unique requirements and business processes of each organization. In this session we’ll see what options are available today for copilot extensions using both low-code and pro-code toolsets, and the future strategy for customizing these AI experiences with your F&O data and business logic.

We will discuss how we delivered a D365 rescue project in 2024. After two partners struggled to move the client from Dynamics AX to D365 F&SCM, we've adjusted the approach and the client is now up and running on the latest version of the software. We will cover best practices, lessons learned and ultimately how to make Dynamics projects more successful.

In this session we take a look at important administrative and setup components that are critical to building flows that will work long term and be scalable with. You will learn how to keep data secure while encouraging innovation. This session will also address how to utilize pipelines for ALM and importing and exporting flows for collaboration amongst builders.

Join Taylor for this Power Apps session for beginners. In this session you will get Taylor’s top 10 tips to help jump start your journey with Power Apps. So, if you would like to shorten the learning curve and impress others, join us for this informative and hopefully funny session!

Microsoft offers several tools to organize your own, your team’s tasks, and whole Projects. There are also premium and enterprise offerings. So, it can be easy to lose track of tools and tasks. Microsoft ToDo, Planner, Project for the web, and even Dynamics 365 Project Operations throw their hats into the ring. Plus there is also a new Planner now. But which is the best option for your business and own needs? How can you level up your productivity? How does Copilot and AI can enhance the experience even further? Join the interactive session to learn the differences and benefits of each of the available tool in the Microsoft World with the latest news from the new AI Era. Key Takeaways: - Get an overview of the differences between Microsoft ToDo, Planner, Project for the web, and D365 Project Operations and how the new Planner fits in here - Understand the impact of Microsoft Copilot and AI - Learn how you can enhance productivity with the Power Platform and Dynamics 365

"I've heard of Power Pages, what is it good for?" If this question has crossed your mind since you began to explore Power Platform this session is for you! Learn the value of Power Pages within the context of Power Platform, and spend some time practically looking under the hood to build out a simple site that extends a business process to some external users.

Unlock the power of sales forecasting with Microsoft Fabric Notebooks and Fabric Data Science in this dynamic 60-minute session! Dive into the world of data-driven decision-making and learn how to leverage advanced tools to predict sales trends accurately. Key Takeaways: • Hands-On Demonstration: Watch as our expert guides you through the process of creating and using Fabric Notebooks for sales forecasting. • Data Science Techniques: Discover how to apply cutting-edge data science methods to enhance your forecasting models. • Practical Insights: Gain valuable tips and best practices for integrating Fabric Data Science into your sales strategy. This session is designed to equip you with the skills and knowledge to improve your sales forecasting accuracy and drive better business outcomes. Don’t miss this opportunity to elevate your data science capabilities and transform your sales predictions!

Learn how to streamline your financial reconciliation process using Microsoft Copilot in Excel. This session is designed for finance professionals, accountants, and anyone involved in financial data management who seeks to enhance efficiency and accuracy in their reconciliation tasks. Enjoy a live demonstration of Copilot in action, showcasing practical examples of financial reconciliation.

Join us to explore 10 game-changing use cases that fuse the power of Microsoft Teams and the automation magic of Power Automate. This session is not just about concepts—it's a Demopalooza of real-world scenarios that will supercharge your organization's everyday routines. Exciting scenarios include: - New Customer Onboarding: Revolutionize your customer experience with automated onboarding that's as seamless as it gets. - Automate Quote to Orders: Witness the transformation of your sales process as we show you how to effortlessly transition from quotes to orders. - New Vendor Onboarding: Say goodbye to manual processes and hello to efficiency with automated vendor onboarding. - Time Off Requests: Automate time-off requests and make your processes as agile as your team. This session isn't just about taking notes; it's about taking action. Join us to see how to make the most of your Microsoft 365 investment and power up those businesses processes.

Calling all solution architects, functional consultants, and business analysts! It’s time to don your capes and join us for an action-packed session on Business Process Excellence. Discover the latest features in the business process catalog and learn how to wield them like a true superhero. Our experts will guide you through leveraging Azure DevOps projects to supercharge your discovery, design, and configuration of Dynamics 365 solutions. Whether you’re battling inefficiencies or striving for seamless integration, this session will equip you with the superpowers needed to conquer any challenge. Get ready to elevate your skills and become the hero your organization needs!

Understanding the complexity of Dynamics 365 licensing by simplifying it and making it relatable for the everyday user through the analogy of food. I will break down the licensing guide into familiar culinary elements, making the information relatable to most people. A few examples Base/Attach model - Ordering from a restaurant Compliance - Health Inspection Cost Optimization - Meal prep

Join me for an interactive session designed to help you tackle the common challenges of resistance during an implementation. We'll explore how to view resistance not as a roadblock, but as an opportunity for growth and dialogue. During the session, you'll learn to identify different types of resistance and develop strategies to engage stakeholders effectively. Together, we'll discuss practical approaches to foster open communication and build a resilient organizational culture that embraces change. By reframing resistance, you’ll empower your team to navigate the transition smoothly and make adoption a success!

Join us for an exciting session where we’ll unveil the latest innovations from the 2025 Release Wave 1. Discover how AI is transforming user experiences and driving productivity across the board. This session goes beyond just technical and functional updates — we’ll also introduce key Microsoft programs designed to accelerate your AI adoption and digital transformation journey. Whether you're a business leader or a technical expert, you'll leave with actionable insights and resources to help you and your customers achieve more.

Join us for an in-depth exploration of how to implement Account-Based Marketing (ABM) strategies and advanced customer journeys within Dynamics 365 CI. In this session, we'll delve into the key components of ABM, showcasing how Copilot Sidecar and other technologies can be leveraged to personalize customer experiences, enhance engagement, and drive business growth. Learn practical insights and strategies to elevate your CRM capabilities and take your customer relationships to the next level.

Learn how our organization capitalized on MS FastTrack to migrate from CRM On-Prem to the Cloud weeks ahead of schedule and 20% UNDER BUDGET. Tools and Best Practices that helped us in our success - from the behind-the-scenes Tech Team to the End User.

This session will explore ways to optimize Dynamics 365 Field Service’s preventative maintenance capabilities using Power Automate. This includes updating future maintenance dates when preventative maintenance is performed earlier or later than originally planned, meter or non-duration based maintenance, etc.

Security baselines are typically not a huge concern when implementing low-code platforms within small organisations. But as you start to promote these solutions within enterprises, you'll often encounter challenges when convincing IT teams that the solution you're implementing can align with existing standards and that some of the frequently voiced promises of the solution don't accidentally cause a compliance nightmare. So, how can we best balance this while ensuring we deliver value in an agile way? To help navigate this minefield, join me in this hands-on session. I'll explain and demonstrate the most crucial baseline configurations to apply within any environment leveraging Microsoft Dataverse. Based on real-world experiences, attendees will walk away with a firm understanding of several essential steps to improve the posture of any environment and keep information security challenges at bay. Make your Dataverse shine with its dazzling security posture by attending this session!

Before you can transition to a cloud-based ERP, ensuring your Dynamics GP system is ready is crucial. In this session, we’ll dive into the preparation work required within Dynamics GP itself.

In less than an hour, learn over 50 tips and tricks used by Management Reporter users in handling their financial reporting requirements. Sort data. Run multiple reports at one time. Set security by department. Learn about all of these plus many more.

Navigation Lists are some of the most under-utilized tools in Dynamics GP. Most people use SmartLists every day, but there are some things that Nav Lists are more appropriate for. During this session, we will review some of the differences between SL and NL. We will also delve into when one would be more appropriate than the other as well as some ticks/tricks for each. The attendee will walk away with things that can help them right away.

This presentation highlights Business Central's manufacturing capabilities, focusing on production orders, capacity modeling, BOMs, routings, and inventory management. Learn how to enhance production efficiency and resource optimization. We'll also cover automated replenishment, including stock-keeping units and item planning, to prevent stockouts and keep production efficient. Ideal for business owners, ERP administrators, and consultants, this session offers insights into maximizing Dynamics 365 Business Central's manufacturing features.    Objectives:   - Understand the core features and benefits of Business Central's manufacturing functionality.    - Implement automated replenishment and avoid common pitfalls in material requirements planning.    - Optimize manufacturing operations using Dynamics 365 Business Central.   

Take your forecasting to the next level with AI in Business Central. This session will show you how AI-driven insights can generate accurate sales forecasts based on your item and sales history, providing a powerful foundation for building Demand Forecasts. Explore tools like Demand Forecast, Enhanced Forecasting Worksheets, and Sales and Inventory Forecast Setup to see how AI integrates with Business Central to streamline sales and inventory planning. Whether you're predicting future sales or planning inventory needs, discover how AI transforms forecasting into a smarter, more efficient process.

Overview: Enhance your skills in managing and optimizing Business Central performance using powerful tools and techniques. Using the native Business Central Performance Profiling Tools, Application Insights and Visual Studio Code, we instrument and analyze the performance of Business Central. We utilize the tools, review example problems and how they are present in the monitoring systems. Key Topics: • Performance Profiles: Monitor system performance and identify bottlenecks. • Application Insights: Instrument Business Central and identify system, network, and user computer issues. • Utilize Power BI as a performance dashboard for a Business Central system. • Review case studies of system issues and identify resolution plans. • Q&A Session

Are you looking to enhance your Business Central testing strategy? Page Scripting is a new and powerful feature that enables you to simulate user interactions, automate tests, and ensure consistent results across different scenarios. This session will show you how to create and execute scripts effectively to test Business Central pages, uncover hidden bugs, and optimize workflows. We’ll explore real-world use cases, from validating customizations to verifying standard features. You’ll leave with actionable insights, techniques you can apply immediately, and the confidence to elevate your testing game. Whether you’re a seasoned Business Central user or just getting started, this session equips you with practical tools to ensure your Business Central applications are robust and reliable.

For years, warehouse functionality in Business Central felt stagnant, but recent updates have brought a wave of powerful improvements. Curious about how these enhancements can transform your warehouse operations? In this session, we’ll explore the latest features, highlight their practical applications, and share actionable insights to help you unlock their full potential. Whether you're planning your next warehouse project or looking to optimize existing processes, this session will inspire you to take your warehouse to the next level.

In this session, we will dive into the world of posting profiles in Dynamics 365 F&O and discover how they can unlock the power of accounting in your organization. We will explore the various types of posting profiles and how they can be used to post transactions accurately and efficiently in D365. You will learn how to ensure consistency and accuracy across your financial data by using posting profiles to automate and standardize your accounting processes. We will demonstrate how to map out transactional processes to determine the best posting profile definitions, making your accounting process faster, more reliable, and more insightful. By attending this session, you will gain a comprehensive understanding of posting profiles and how they can be used to improve your accounting practices in D365. You will come away with practical insights and actionable steps that you can take to optimize your posting profiles and transform your financial management.

Al is reshaping the world, why shouldn't it reshape sales order intake too? This session showcases an innovative solution, combining Logic Apps, Azure AI Services, and D365 F&O to extract data from various order formats (PDF, Excel, etc.) and automate sales order creation. We will deep dive on how key data is being extracted from order request documents using Azure AI Document Intelligence and being streamlined into D365FO, where the user can serve as validation factor instead of handling the whole end-to-end process. When it comes to less extensive business scenarios, we will delve on how Power Platform technologies like AI Builder and Power Automate can make the solution more cost-effective. The attendee will gain deeper knowledge on how AI services can optimize your operations and integrate seamlessly into the D365 ecosystem — without losing the human touch.

This session will highlight the advantages of using Power Apps in a Dynamics 365 solution, including a real-world use case of utilizing Power Apps over native Dynamics 365 Warehouse Management mobile app. During this session we will discuss: - Advantages of using Power Apps - Power Apps versus Warehouse Management mobile app - Connecting Power Apps to D365FO - Putting the Power App to work for warehouse automation

During our projects we had to built multiple integrations, for past few years most commonly used way was service bus. Proper usage of SB as integration pattern gives huge advantages in terms of reliability, performance and treacebility. We would like to present our aproach for using this integration pattern. Showcase will be done based on recent projects, where we built integrations with: - E-commerce platforms (salesforce, commerce tools, sitecore) - PIM systems - CRM

Warehouse operations often face unique challenges that D365 Warehouse Management may not fully address out of the box. In this session, we’ll explore how the Power Platform’s low-code/no-code tools can provide tailored solutions to bridge these gaps. Using real-world examples, we’ll demonstrate how to streamline processes, automate tasks, and integrate seamlessly with existing systems—all without the need for traditional development. Attendees will leave with actionable insights into solving complex warehouse challenges efficiently and effectively.

In today’s fast-paced digital environment, investing in the right technology is essential to drive efficiency, reduce costs, and unlock new opportunities for value creation. But how do you build a compelling business case that quantifies the benefits and justifies the investment? This session will explore practical strategies for crafting a robust business case for technology upgrades. You'll learn how to: - Quantify the impact of consolidating systems and reducing licensing costs. - Assess the business value created through improved efficiency and scalability. - Minimize disruptions to users during system upgrades while maximizing ROI. - Highlight the potential for higher revenue, improved margins, and cost reductions. Whether you're navigating a mandatory upgrade or exploring transformative tech investments, this session will equip you with the tools and insights to present a persuasive business case.

Join us for an insightful session where we dive into the world of Canvas Apps and Model-Driven Apps in PowerApps. PowerApps is a powerful low-code platform that allows users to build custom business applications without extensive coding knowledge. In this session, we will compare and contrast Canva Apps and Model-Driven Apps, two popular app types in PowerApps, to help you understand their unique features, use cases, and benefits. Learning Objectives: 1. After participating in this session, attendees should be able to describe the conceptual differences between Canvas Apps and Model-Driven Apps. 2. After participating in this session, attendees should be able to identify key business requirements that help differentiate between Canvas Apps and Model-Driven Apps in PowerApps 3. After participating in this session, attendees should be able to highlight the advantages and disadvantage of both Canvas Apps or Model-Driven Apps.

This session will illustrate the differences between the Power Platform tools and help you decide what tool is right for what business case. It could be one, it could be all!

Power Automate's latest advancements are reshaping how organizations tackle complex workflows, because ain't nobody got time for outdated automation techniques. This session dives deep into newer features that are pushing the boundaries of what's possible in the realm of automation. We'll explore AI-driven capabilities like AI flows, Copilot in Power Automate, and generative actions, demonstrating how they're revolutionizing the way both seasoned makers and admins approach automation challenges. We'll showcase real-world examples of how industry leaders are leveraging these innovations to elevate processes in both cloud and desktop flows. The session will also unveil strategies for scaling these advanced automations across large enterprises, ensuring organizations can rapidly adapt to changing business needs. Advance your low-code game and learn how the latest features can take automation to the next level.

Microsoft Power Platform’s model-driven apps follow a consistent layout and design and provide a structured way to deliver apps for specific business processes. In this session, I will share the top 10 low-code configuration best practices that I’ve come to adopt for model-driven apps that can enhance users’ (and administrators’) experience. Whether or not you’re new to model-driven apps, you might be inspired to adopt one or two new ones!

In May 2024, Microsoft licensed Fenwick’s Power BI Gold apps, transforming them into a standard feature for over 40,000 Business Central customers. This session details key enhancements like improved accessibility, multi-language support, refreshed design, seamless embedding into Business Central, and integrated in-client help and documentation. Whilst also sharing the journey of collaborating with Microsoft. Attendees will gain exclusive insights into new Power BI functionality from Microsoft’s release wave 2 (October 2024–March 2025), offering an insightful look at the latest embedded analytics features. All of this brought to you by the team that created it. Leave equipped with practical knowledge to implement and maximize the benefits of these enhanced Power BI features for your organization. Join us to explore the future of Power BI for Business Central!

In this session, we will explore the various ways to leverage Dataverse data with Dynamics Finance and Operations data. We will dive into the benefits and limitations of using tools like dual-write, virtual entities, and Power Automate to integrate data across these systems. You will learn how to identify which approach to use based on your organization's needs and how to configure and manage these integrations. We will also cover best practices for troubleshooting common issues that can arise during implementation. User's will get to see a live demo of the quote-to-cash process and how quotes, orders, and invoices are synced between D365 CE and F&SCM.

Join a panel of your DUG Dynamics peers as they open up about their journey with diversity and inclusion. This groups aims to continue to broaden the discussion and breakdown any confusion or barriers to what it means to adopt an inclusive mindset.

This is the most important feature for Dynamics 365 F&O for several years! Discover the big change on the DEV & Admin part. Unified developer experience is now there to unify the way we work every day with the convergence on Power Platform, Dataverse, and the journey of One Dynamics One Platform: ODOP. Discover how you can develop now locally! We will see 3 parts in this session: Admin (Environment Strategy) from LCS to PPAC, Development side in X++ via Visual Studio locally working on multiple customers, and the ALM + DataALM part through Azure Dev Ops with Unified Deployable Package

In this 60 minute session, you will learn from somebody else's mistakes throughout their data modelling journey to date, working with Power BI and T-SQL. You will learn what not to do - and what to do instead to empower your organization to turn data into information.

There are a number of elements that all need to combine to achieve a successful implementation - technology, people, processes, stakeholders, and more. In this session, we will discuss best practices for finding the right technology, the right people, and some tips on ensuring your internal teams are set up for success as you embark on any "biz apps" implementation project. My perspective will cover what I've seen in many years of working with different customers and seeing varying levels of success. We will explore how to define success and keep working toward that goal. We will also remain technology agnostic, as these guidelines apply to any type of software solution. Join us and share your own best practices as well!

Microsoft Power Platform AI emerges as a game-changing toolkit, empowering citizen developers and IT professionals to harness the power of AI and build intelligent solutions without the need for extensive coding expertise. This session invites you to embark on a journey into the world of Power Platform AI, where imagination meets innovation to unlock new possibilities and drive business growth. Attendees will dive deep into the capabilities and functionalities of Power Platform AI, in: - PowerPlatform - Power Automate - DataVerse - Power Pages - Power Virtual Agent (CoPilot) Through hands-on demos, real-world use cases, and best practices, attendees will learn how Power Platform AI is transforming industries and driving innovation across diverse business domains, including sales, marketing, finance, and customer service.

OnBe was previously using SalesForce and earlier version of Dynamics CRM. We will share best practices from the implementation of D365 CE across the enterprise.

Are Agents Microsoft’s “one more thing” of AI? Can they help already to transform your work life for the better? And what is the vision of all of it? Come in and join us for an interactive session that will ground your understanding of Copilot Agents. Discover the latest Microsoft announcements and unravel the mysteries behind intelligent applications and Agents. This session will provide you with all the required answers, the latest insights, and practical knowledge to determine how agents can enhance your work life today. Expect real-life examples, live demos, and plenty of opportunities to get your questions answered. Key Takeaways: * A comprehensive understanding of Microsoft Agents. * Practical insights from real-life examples and use cases. * The know-how to create and implement your own Agent.

Dive into the world of sales automation with this practical workshop. Learn how to streamline your sales process from lead capture to deal closure using Dynamics 365 Sales integrated with Microsoft Copilot for Sales. This tutorial will walk you through setting up, configuring, and automating key sales activities. Discover how to eliminate manual data entry, minimize mundane tasks, and leverage AI to help close more deals. Whether you're new to automation or looking to optimize further, this session offers actionable steps to make your sales team more efficient and effective.

Do you ever feel like Dynamics 365 comes with its own language? This session is your one-stop shop for translating the jargon and demystifying common terms and acronyms in Dynamics 365 Customer Engagement. We’ll cover key terms, explain their importance, and provide real-world examples of how understanding these concepts can enhance user adoption and overall project success. We'll even go over tips for creating your own “Dynamics Dictionary” to provide clear and actionable communication to your team. Whether you’re new to Dynamics 365 or a seasoned user, you’ll walk away with a clearer understanding and practical knowledge to make your D365 users feel empowered and educated!

Join us for an insightful session where you’ll gain expert guidance on data migration. Learn how to evaluate your current environment effectively, explore the latest tools and methodologies, and uncover best practices for a seamless transition. This session will equip you with the knowledge to a comprehensive data migration plan. Don't miss this opportunity to elevate your migration strategy.

SQL Server Reporting Services (SSRS) is a powerful reporting tool that every GP user already owns. See how to leverage SSRS to provide dynamic, real time reporting across your entire organization.

Artificial Intelligence isn’t here to replace accounting teams—it’s here to take the grind out of your day. With AI-driven tools like ChatGPT, Power BI, and automation solutions, Dynamics GP users can cut through the busy work and focus on what really matters: smart decision making, faster reporting and streamlined workflows. In this session, we’ll show you how AI is already working inside GP, where it’s headed next, and how you can start using it today to boost efficiency without losing control. Whether you’re crunching numbers or leading the business, this session will show you how to work smarter—not harder—with AI.