Submitted Sessions

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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