Agenda

Margin erosion doesn’t usually come from one big failure. It comes from hundreds of small breakdowns—pricing exceptions, rebate miscalculations, delayed claims, and disconnected commercial data—spread across systems and teams. This session takes a candid look at where margin really leaks in modern commercial operations and why traditional ERP processes struggle to keep up. Enable’s Chief Evangelist, Mark Gilham and a Dynamics 365 customer will walk through the operational reality finance teams face when commercial complexity outpaces system controls. Rather than focusing on technology alone, this discussion centers on process, accountability, and insight. The customer will share how margin leakage showed up in their organization, what warning signs they initially missed, and how gaining clearer visibility into commercial performance changed decision-making across finance and operations. Attendees will learn: Why margin loss often goes unnoticed until period close or audit The operational patterns that signal risk in pricing and rebate programs How finance teams can move from reactive reconciliation to proactive control If you’re responsible for protecting margin in an environment with growing pricing and partner complexity, this session offers practical lessons you can apply immediately

Adoption is the real deciding factor in whether a D365 project succeeds. Yet adoption is often assumed rather than designed. Leaders expect AI-enabled efficiencies, but users are often not prepared to use D365 capabilities with confidence or consistency. And with the rapid rollout of Copilots, embedded insights, and predictive tools, many organizations are discovering a new challenge: every D365 implementation is now also an AI-readiness initiative that requires new skills, new habits, and new ways of thinking. This session is designed for leaders who want to guide D365 adoption intentionally rather than reactively. We’ll explore how organizational structure, culture, change capacity, and project scope all shape adoption patterns and why the same strategy doesn’t work for every team. You’ll learn how to identify adoption blockers early, how to prepare users for automated and AI-driven workflows, and how to design an environment that supports continuous learning as the system evolves with each release. Drawing from real D365 projects across industries, including complex multi-entity implementations, Elif Item will share practical approaches for moving teams from basic usage to confident, outcome-driven adoption. You’ll leave with a clear, realistic framework for building adoption plans that grow with your implementation, ensuring your users are not just trained for go-live, but fully ready to embrace new processes, new tools, and new ways of working in a D365 + AI world.

Demand Planning in Dynamics introduces powerful forecasting capabilities—but successful outcomes depend on the work done before the first forecast is generated. Many organizations struggle not with the tool itself, but with readiness, alignment, and design decisions made too late. In this session, we’ll walk through the essential pre-work required to implement Demand Planning effectively and avoid common pitfalls. You’ll learn how to assess organizational readiness, define a clear business strategy, and establish measurable goals that connect forecasting to execution. We’ll also explore how to architect your Demand Planning environment so it supports your operational and strategic objectives—not just system requirements. This session is ideal for functional leaders, solution architects, and project teams preparing to adopt Demand Planning or looking to reset their approach. By the end of this session, attendees will be able to: - Assess their organization’s readiness for Demand Planning in Dynamics - Define a practical business plan with clear, actionable forecasting goals - Design a Demand Planning setup aligned to real business needs - Generate an initial forecast and evaluate forecast accuracy with confidence

Misconfigured replenishments in Microsoft D365 F&SCM can be detrimental to your warehouse's inventory levels and order fulfillment success. In this session you’ll learn about the fundamentals of replenishment configurations within F&SCM's Advanced Warehousing functionality and demonstrate how to leverage them for optimal warehouse performance. You'll discover actionable strategies and triggers recommended by Microsoft experts for effectively managing various types of replenishment processes. Whether you're responsible for supply chain operations or implementing warehouse management systems, this session will equip you with practical insights to optimize your inventory flow and reduce stockouts. Learning Objectives: • Master key replenishment configurations in D365 F&SCM • Explore available replenishment options and when to deploy each strategy • Translate real-world warehouse scenarios into effective F&SCM configurations • Implement best practices for intelligent, automated replenishment processes Walk away with the technical knowledge and operational strategies needed to transform your warehouse replenishment from reactive to proactive, ensuring the right products are in the right locations at the right time.

Invoice processing remains one of the most time-consuming and error-prone processes in Microsoft Dynamics 365 Finance, even though Microsoft now provides powerful out-of-the-box Accounts Payable invoice automation capabilities. Many organizations have these features licensed and available but are not fully leveraging them or are unsure how to deploy them effectively in real-world scenarios. In this session, we break down how to successfully implement and optimize D365 Finance AP Automation using Microsoft’s native tools—without over-customization or unnecessary third-party solutions. Drawing from real implementation experience, we will demonstrate how to configure invoice capture, vendor invoice automation, matching, approvals, and posting while maintaining strong controls and audit readiness. Attendees will learn how to: Configure and fine-tune D365 Finance invoice automation Handle common exceptions and edge cases Improve accuracy using AI-based invoice capture Align AP automation with internal controls and compliance requirements Measure ROI and adoption success This session focuses on practical guidance, lessons learned, and proven configuration patterns that help organizations reduce manual effort, shorten processing cycles, and increase AP team productivity, using what Microsoft already provides. Who should attend D365 Finance Functional Consultants AP Managers and Finance Leaders D365 Solution Architects IT and Compliance Teams supporting Finance

Integration failures cost organizations time, money, and credibility. This technical deep-dive equips D365 Finance and Supply Chain developers with battle-tested patterns for building reliable, performant integrations. Learn how to architect robust data entity solutions, leverage OData effectively, and build custom services that handle real-world complexity. We'll explore error handling strategies that prevent data loss, retry patterns for transient failures, and performance optimization techniques for high-volume scenarios. Through practical examples and lessons learned from production implementations, you'll gain the expertise to design integrations that your business can depend on - even when things go wrong. What Attendees Will Learn: • Design Resilient Integration Architectures – Understand when to use OData data entities versus custom services, implement robust operations to handle duplicate requests safely, and build comprehensive logging and monitoring strategies to quickly identify and resolve integration issues. • Implement Advanced Error Handling and Recovery – Build retry logic, validate data, and design alerting systems that notify teams before business impact occurs. Optimize Integration Performance – Apply batch processing techniques for high-volume data loads, leverage set-based operations over row-by-row processing, implement parallel processing patterns safely, and use telemetry to identify and eliminate performance bottlenecks in production environments.

Organizations are moving beyond single-purpose agents to create entire AI workforces that collaborate like human teams. In this groundbreaking session, discover how to design, build, and orchestrate multiple specialized Copilot Studio agents that work together seamlessly. Through live demonstrations, you'll see HR, IT, and Finance agents collaborate on complex workflows like employee onboarding, with each agent handling their domain expertise while maintaining perfect context handoff. Learn the architectural patterns that enable agent-to-agent communication, shared knowledge bases via MCP Servers, and intelligent routing that ensures the right agent handles the right task at the right time. Whether you're building for customer service, internal operations, or complex business processes, this session will transform how you think about AI automation at scale

ERP failures are not the end—they're the beginning of a new story. This session explores how even the most troubled implementations can be revived and transformed into success stories through resilience, leadership, and strategic change management. This session blends real-world case studies, personal experiences, and actionable strategies to guide attendees through the journey of project recovery. From broken partnerships to mistrust and low morale, I will demonstrate how to rebuild trust, re-engage teams, and deliver successful outcomes. Through vivid storytelling and examples from actual client projects—including "The Kryptonite", "The Amazonian", and "The Alfred", you’ll gain insight into how to: - Rebuild a motivated and resilient project team. - Regain end-user trust and stakeholder engagement. - Establish a new partner/client relationship based on quality, respect, and mutual understanding. Key Takeaways: - Why Do We Fall? Understand the factors and early warning signs that lead to troubled ERP projects and failed implementations. - How Can We Rise? Discover practical recovery strategies, tips, and personal insights to overcome setbacks and drive project success. - Find Your Superpower Learn how to leverage your personal and professional experiences to strengthen project relationships and lead with authenticity.

Enterprise architecture feels like a conceptual mountain of technology – which unfortunately is true. Organizations today are investing in endless platforms, software, and features, much of it is AI. Enterprise Architects is a role many leaders don’t know they need until it’s too late, resulting in continued silos and cumbersome processes that cost too much and don’t provide business value, but stick around because the c-suite committed to investing in it despite not understanding it. Women represent less than a quarter of EAs, some reports even less than 15%. Over the course of my career, I have been tapped on the shoulder for roles and chased others. All roads have led me to Enterprise Architecture and I didn’t even know it. Women bring unique qualities to the table and if we have to bring our own chair, so be it! In this session, I’ll share my journey and three lessons to articulate why women should consider EA as a role and what you can do to explore this job type. For hiring managers, I’ll highlight why hiring a woman and/or those with non-linear or IT backgrounds is a distinct advantage and how to support/retain a female EA.

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

The wrong tech stack creates chaos; the right one unlocks growth. This session provides a framework for building and optimizing the “ideal technology” environment for accounting firms. We’ll discuss how to assess needs, vet tools, and avoid overbuying or underutilizing solutions. Real-world examples will illustrate how firms can streamline workflows, improve collaboration, and create tech stacks that evolve with client and team demands. Attendees will leave with a practical roadmap to design and implement systems that drive efficiency and scale.

Building your first Canvas app can feel deceptively simple until it isn’t. Many makers learn Power Apps through tutorials, only to run into issues when building real solutions like delegation warnings, overusing variables, etc. In this session, we’ll focus on best practices you can apply immediately. You’ll leave with a clearer understanding of how to build apps that are more reliable, scalable and easier to support.

Voice continues to be one of the most effective ways to engage customers, yet in many Dynamics 365 Customer Insights implementations, phone interactions still sit outside the broader customer journey. In this session, I’ll demonstrate how Dynamics 365 Customer Insights – Journeys can orchestrate voice-based interactions using event-driven patterns—without the need to re-platform your call center. Attendees will learn how to trigger journeys from voice events, initiate outbound calls through Power Automate and voice platforms, and route journeys based on call outcomes such as answered, voicemail, or escalation. Using practical examples and demos, we’ll show how voice can work alongside email and SMS to enable responsive, real-time customer journeys.

In this engaging case study, discover how a service organization moved from fragmented processes and manual workflows to a fully connected, high-performing field service operation using Dynamics 365 Field Service. We’ll walk through the real challenges faced—from inconsistent scheduling and limited technician visibility to slow billing cycles—and show how the team designed a scalable solution leveraging work order automation, mobile enablement, optimized scheduling, and integrated asset management. Attendees will gain insights into the change management approach that drove user adoption, the cross-department collaboration required for success, and the measurable business outcomes achieved. Learn how the organization reduced travel time, improved first-time fix rates, accelerated invoicing, and enhanced customer satisfaction—all while building a foundation for future AI and predictive service capabilities.

This session shows how to overcome Dynamics 365 CE implementation challenges, including sales resistance, misuse, or underutilization. It provides guidance and a framework to help sales teams sell, making them more confident and motivated to use D365 efficiently and effectively, while also helping enablement reinforce winning behaviors, and helping management improve forecasting accuracy. We’ll explore proven methods and best practices that transform D365 from a sales compliance task that annoys sales reps and leads to a dirty pipeline, into a strategic engine, helping sellers sell and management manage. Clients using these methods and frameworks have seen a 16% increase in bookings in the first two years of implementation and a win rate improvement from 58% to 74%. Attendees will be able to benchmark their current D365 usage, adopt three practical implementation plays, and leave equipped with a coaching checklist based on native D365 to improve results.

AI is transforming the way we design and deliver solutions—and solution architects are at the forefront of this evolution. In this strategic session, we’ll explore how the role of the architect must adapt to incorporate AI into Power Platform architectures. From spending months building custom Canvas apps for Model-Driven experiences to leveraging generative pages that deliver richer UI and faster deployment, the game has changed. We’ll discuss how AI-driven capabilities in Power Apps and Power Automate impact timelines, estimations, and overall project strategy. You’ll gain insights into the challenges and opportunities that come with this shift—and why embracing AI is critical to delivering greater customer value. Whether you’re a seasoned architect or just starting your journey, this session will help you prepare for an AI-first future and turn disruption into advantage.

Dive into the world of Microsoft Power Platform with this introductory session designed for beginners. Learn the fundamental concepts, see exiting demos, explore practical use cases, and understand the governance needed to effectively manage and scale your Power Platform solutions. Discover how Power Platform seamlessly integrates with not only Dynamics 365 but also other tools like ERP systems, Salesforce, ServiceNow, and legacy applications. Perfect for those new to the platform or looking to solidify their foundational knowledge and connect disparate systems.

In this session, I will share some of my favorite GP tips and tricks to make GP usage more efficient and enjoyable. These will range from functional to slightly more technical to get even more out of your GP deployment. In addition, we will spend some time reviewing the current GP product trends including support and enhancements that are commonly requested.

With Microsoft's end-of-life announcement regarding Dynamics GP, end users are now very focused on what's next for their businesses. Do they stay? Do they redeploy elsewhere? There are plenty of options and these possibilities are being discussed more so than ever before. Join Bob McAdam from Tasklet as he moderates a panel of existing GP end users to hear exactly what's being talked about internally, where priorities lie for each, and where they believe they're headed as an organization. Listen to and ask questions of key decision makers so you & your colleagues can now begin or continue on your ERP journey with thoughtful, experienced GP peers. This is a long journey for most GP customers and we will be checking in with previous panelists to see where they are at in their GP journey.

We all know the dread of Microsoft's major update windows. The email arrives, and suddenly the functional team is scrambling to manually test the same 50 sales orders, invoices, and returns they tested last month. It’s tedious, prone to human error, and expensive. In this session, a Functional Consultant and a Developer join forces to show you a better way. First, we will deep-dive into the Page Scripting tool, focusing on the critical updates from the 2025 release waves. We will move beyond simple "record and play" to demonstrate how to build reusable test scripts. You will learn how to insert steps mid-recording, use dynamic parameters so your tests are less prone to fail and handle conditional logic. Then, we will explore how these functional recordings (YAML files) can be handed off to developers to build the Automated Pipelines. We will conceptually walk through tools and explain how the industry is moving toward a future where your functional recordings run automatically every night while you sleep. The learning Objectives are the following: 1. Learn to record, edit, and parameterize complex business scenarios using the Page Scripting tool's advanced features. 2. Understand the workflow of exporting functional scripts (YAML) and how they translate into technical test assets for your developer team. 3. Explore the architecture of Automated Testing and why Page Scripting might become critical for your 2026 upgrade strategy.

If your Chart of Accounts keeps growing and reports still need Excel fixes, the issue is design, not reporting. This session is for controllers, consultants, professionals coming from GP, QuickBooks, and other legacy ERPs who want cleaner numbers and faster close. You’ll learn how to redesign your Chart of Accounts and dimensions so reporting detail moves out of the GL, posting stays consistent, and consolidation becomes predictable. Walk away with practical guidance to reduce account sprawl, eliminate manual workarounds, and trust your numbers across entities.

SKU cards are beneficial to organization and location specific needs. With a little maintenance, there is a great reward if your company has multiple warehouses stocking the same item.

Join this edition of LifeHacks365! TEN cool things you can do today to save time in your BC system - This session will cover key financial areas tips and tricks that end users just aren't aware of!

This session is designed to introduce you to the world of hackathons and help you feel fully prepared for the BC AI Hackathon at DynamicsCon 2026. While attendance isn’t required to participate in the hackathon itself, this session offers a valuable head start for anyone who’s new to hackathons, AI development, or Business Central extensibility. We’ll walk through how the hackathon is structured, what to expect during the event, and practical strategies for scoping and completing a project within a short, high‑energy timeframe. You’ll learn how to approach ideation, divide work across a team, and make the most of the tools available to you. This is also a great opportunity to meet other attendees, form teams, and start brainstorming ideas before the hackathon even begins. To help spark inspiration, we’ll showcase several sample Business Central extensions—including AI‑powered scenarios—that demonstrate patterns, integrations, and techniques you can build on during the event. Whether you’re gearing up for your first hackathon or looking to sharpen your Business Central AI development skills, this session will give you the confidence, context, and momentum to hit the ground running.

If you’ve ever thought “there has to be an easier way for warehouse users to handle warehouse processes with a user-friendly mobile warehouse app”, this session shows exactly what that looks like. The out-of-the-box mobile experience in Microsoft D365FO in the Advanced Warehouse gets the job done — but warehouse teams often need something more user-friendly, faster, simpler, and more flexible. Join Tasklet Factory to see how Tasklet Mobile WMS delivers a modern alternative built specifically for real warehouse work. In this live demo session, we’ll show how you can go beyond the limitations of standard mobile solution in D365FO with: • A clean, intuitive UI that reduces clicks and training time • Full offline capability so work never stops when Wi-Fi does • Built-in photo capture for documentation • Faster configuration and process changes without heavy development • The flexibility to design and extend flows as your business evolves You’ll see how Tasklet Mobile WMS supports the Standard Warehouse setup in D365FO today and get an exclusive preview of our upcoming solution for the Advanced Warehouse setup — all on the same mobile platform and with the same usability-first design.

Description: For many Dynamics users, managing the accounts receivable process means chasing payments, juggling reminders and handling sensitive details that can slow everything down. In this session, we’ll walk through how PayFabric can take the pressure off your team by automating the parts of collections that tend to cause the most friction. You’ll see how automated invoice delivery, secure payment links, and compliant workflows help customers pay on their own time, without your staff needing to manage payment details manually. These tools not only reduce risk but make the entire payment experience smoother for everyone involved. Through real examples and practical tips, we’ll explore how you can boost security, speed up payments, and simplify everyday AR work, all while keeping your Dynamics environment easy to manage and even easier for your team to love. What You’ll Learn • Eliminate manual handling of sensitive payment data through secure payment links and customer portals. • Automated invoices, reminders, and flexible digital payment options help customers pay faster. • Integrated posting and reconciliation remove manual steps and improve accuracy. • Real‑time updates and connected workflows reduce errors across your AR process. • Simpler, more user‑friendly payment experiences lead to more on‑time payments. • Clearer visibility into balances and cash flow supports confident decision‑making.

Global tax complexity is accelerating—and companies of all sizes are feeling the pressure first. As organizations expand across borders, channels, and digital business models, tax and compliance is no longer a back‑office function. It’s a real‑time, data‑driven requirement that must keep pace with modern innovations. AI is no longer a luxury; it’s a requirement. In this session, we’ll explore why a single, global tax and compliance platform—powered by AI—is now critical for scale, speed, and accuracy. We’ll discuss how AI‑driven tax determination, anomaly detection, and continuous regulatory updates are replacing manual rules, regional point solutions, and reactive compliance strategies. You’ll see how Vertex brings decades of tax expertise together with advanced AI capabilities to deliver accurate, explainable, and automated tax outcomes to Microsoft Dynamics 365. Vertex enables Dynamics customers to calculate tax in real time, adapt instantly to regulatory change, gain insight across jurisdictions, and stay compliant—all without complexity. Attendees will leave understanding why AI‑enabled, enterprise‑grade tax and compliance isn’t an option —it’s a competitive advantage for growing companies.

You invested in Dynamics 365 Copilot to boost productivity, so why is it surfacing wrong contacts, merging insights from duplicate accounts, and generating responses you can't trust? The answer isn't Copilot. It's your data. Duplicate records are one of the most overlooked threats to AI performance in Dynamics 365. When your CRM contains multiple versions of the same customer, contact, or account, Copilot doesn't know which record holds the truth. The result: flawed summaries, misleading recommendations, and eroding trust in AI. In this session, we'll break down: • How Copilot processes your Dynamics 365 data - and why duplicates cause it to fail silently • Real-world examples of AI outputs going wrong due to duplicate accounts, contacts, and leads • The compounding effect - how bad data degrades segmentation, forecasting, and customer experience across your business • Practical steps to identify and assess your duplicate data problem today • How Plauti Deduplicate helps organizations clean, prevent, and manage duplicates natively within Dynamics 365 - so Copilot and your teams work with data they can trust Whether you're rolling out Copilot, scaling Dynamics 365, or tired of unreliable data, this session gives you a clear framework to turn your CRM into the clean foundation AI demands. Walk away knowing exactly why your AI struggles and what to do about it.

Finance operations have grown in silos. Bank files in one place, payments in another, reconciliation handled elsewhere. The result is fragmented systems, manual work, and limited visibility into cash. Open Banking and Yavrio are changing that. In this session, Yavrio shows how finance teams are moving from disconnected tools to a truly end-to-end finance experience, natively inside Microsoft Dynamics 365. We’ll look at how finance got here, from CSV uploads and legacy banking workflows and why customers now expect real-time connectivity, automation, and embedded finance. You’ll see how Yavrio brings the full finance lifecycle together inside Dynamics, including: • Live bank integrations and statement feeds across 14,000+ banks • Payments flowing in and out in one place • Native card payment acceptance inside Dynamics 365 • Automated reconciliation that removes manual effort and speeds up close • Reduced fraud risk by eliminating manual files, re-keying, and disconnected tools By unifying bank connectivity, cash visibility, reconciliation, and payments, Yavrio delivers a complete, real-time view of money without leaving Dynamics. This session is ideal for finance leaders, IT teams, and partners who want to understand where modern finance is heading and how an end-to-end approach enables faster closes, stronger control, and better decisions.

Payment fraud is no longer a question of if—it’s when. From quiet vendor impersonation schemes to sophisticated phishing attacks, fraudsters are targeting finance teams with alarming precision. In this interactive session, Tiffany Allen and Leslie Schall will uncover the real red flags hiding in your B2B payment process—both locally and globally—and share three essential best practices that can dramatically reduce your risk. Backed by recent stats that will surprise you (and maybe terrify you), this session will walk through: The latest payment fraud trends and tactics Red flags to watch for across your vendor payment workflows Simple but powerful steps you can take to strengthen controls—without adding complexity You’ll leave with a practical framework for protecting your financial operations—and the insight to know exactly when to raise the red flag.

In the spirit of The Lord of the Rings, every great quest begins with the right fellowship. Business Central, your One Ring of operational control is powerful, but even the strongest realm needs allies to unlock its true potential. Enter Fenwick Apps: a fellowship of over 70 innovative apps. Each crafted to enhance your system’s capabilities, and guide you on a journey to strengthen efficiency, and bring clarity to complexity. In this session, you’ll journey through the lands of common business pain points. Manual processes that linger like shadows, reporting challenges that cloud visibility, and operational bottlenecks that slow progress. You’ll discover how the Fenwick Apps fellowship restores order, automates the mundane, and empowers your team with tools forged for scale. Wield the power of Multiple Entity Operations and master many kingdoms in one single realm. Defeat complexity and manage with confidence, control and cohesion. Join us to unlock the full power of your Business Central realm, because even the greatest systems achieve more with the right fellowship beside them.

For those running Business Central and want barcode scanning in your warehouse, this session shows you exactly how to get started—live. We’ll install and configure WMS for Business Central during this session, showing how barcode scanning works on handheld devices and mobile phones. You’ll see real workflows for receiving, picking, shipping, and inventory counts, and how they connect directly to Business Central without custom development. This is a practical, step-by-step session focused on what you need to get barcode scanning working quickly—without turning it into a complex WMS project. You’ll learn how to: • Set up barcode scanning in Business Central in minutes • Install and configure a WMS on handhelds and phones • Use barcode scanning for receiving, picking, shipping, and counting • Avoid common setup mistakes that slow down adoption • Understand what to add next as your warehouse grows

Every manufacturer faces this one issue: BOMs don't create themselves. Unless... they do? If you've ever stared at a stack of new or updated designs dreading the manual entry ahead — the BOMs, the routings, the work centers, the triple-checking to make sure "what happened last time" never happens again — you already know how exhausting this part of the job can be. What if your CAD file could handle all of that for you, without you ever leaving the design? Full automation can feel like a big leap. That's why CADTALK built an integration spectrum designed as a journey, so you can start where you are and move at your own pace. In this session, we'll walk you through The CADTALK Journey: 6 Waypoints of Automation, from manual entry all the way to fully automated BOM creation using the design data you already have. You'll leave with a clear picture of where you fall on the integration spectrum today, where you could realistically go next, and what that would actually look like in practice with a brief walkthrough of our core product. Whether you're just starting to explore automation or you're ready to make the jump, this session will show you the path forward.

AI-driven automation may be concerning or scary, but no more so than pressure finance teams face to move faster, reduce risk, and still sleep at night. Thankfully AI and automation can help more than you might think. We’ll cut through the hype to show where AI actually delivers value, from cash flow and controls to audits, fraud prevention, and happier employees (yes, really), while also addressing why finance teams often resist automation in the first place. We’ll wrap up with a quick walkthrough of Continia Document Capture and Expense Management, proving that smarter finance doesn’t mean handing over the keys to a robot overlord.

Streamlining your EDI solution is just one piece in the large supply chain puzzle. Doing business in 2026 and beyond requires your company to move at the speed of light and have answers at a click of a button. Meet MAX, your intelligent supply chain network agent! During this session, we’ll walk through how MAX is helping businesses make decisions faster, and show how SPS has recovered over $1 billion of lost revenue for our customers by fighting customer deductions, reclaiming lost revenue, and protecting margins. Come join your intelligent supply chain partner to see how SPS helps your company Beyond EDI!

In this session, learn how CADLink seamlessly connects your CAD system with Microsoft Dynamics 365 to eliminate manual BOM entry, reduce errors, and improve engineering efficiency. Discover how manufacturers streamline workflows, enhance cross-department collaboration, and accelerate time to production through automated CAD-to-ERP integration.

Learn how to manage simple and complex payroll requirements internally within Business Central! This session will cover basic tasks such as managing employee data, importing time and processing payroll batches along with more complex capabilities such configuring unique payroll calculations for garnishments , pay rate differentials and posting time to BC Projects.

How far can you get with Business Central and Abakion’s B2B ecommerce solution in 30 minutes. Live. With an audience watching. In this showcase session, we attempt to set up a functional B2B webshop from scratch using standard Business Central and Abakion’s B2B app. No prepared demos and no PowerPoint slides. The clock starts, and everything happens live. The goal is to create a clear hierarchy and menu structure, enrich item data with specifications, descriptions and images, and shape the overall look and feel of the website. If time allows, we will invite someone from the audience to log in and place an order in the shop we just built. It is ambitious and intentionally uncomfortable. Things may work as planned. Things may not. Either way, you get an honest look at what is possible within a short timeframe, what takes longer than expected, and where B2B ecommerce projects typically run into challenges. This session is for end customers considering a B2B ecommerce solution and wanting to see what happens when theory meets reality. Come and see how far we get before the 30 minutes run out. This session is for end customers considering a B2B ecommerce solution and wanting to see what happens when theory meets reality. Come and see how far we get before the 30 minutes run out.

Your ERP or CRM is only as strong as the partner supporting it. As your business evolves, your Dynamics partner should evolve with you. In this session, we’ll share a clear evaluation framework to help you assess: - Responsiveness and support quality - Industry expertise - Strategic alignment - Upgrade and innovation readiness - Global or multi-entity capabilities We’ll also walk through what a partner transition actually looks like - from contracts to knowledge transfer - so you can understand your options before making a decision.

Many Dynamics 365 customers still rely on spreadsheets to plan inventory. As SKUs, locations, and demand variability increase, spreadsheets become error-prone and reactive. The result is poor forecasts, stock-outs, and excess inventory. In this 30-minute session, learn how Netstock transforms Dynamics 365 ERP data into AI-driven inventory planning. Get multi-location visibility, smarter forecasts, and automated order recommendations. Better planning intelligence helps you make faster, more confident decisions. You’ll learn how Dynamics 365 customers are achieving measurable results, including: Up to 70% reduction in time spent on inventory planning Up to 50% improvement in forecast accuracy Around 25% lower inventory holdings Up to 15% higher fill rates Join us to see how Dynamics 365 users move beyond spreadsheets with AI-powered inventory optimization. Learn how to reduce risk, free up cash, and prevent stock-outs.

Accounts Payable often becomes one of the most underestimated challenges inside Microsoft Dynamics 365 Finance — especially as organizations grow and processes become more complex. In this panel session, we’ll start with a brief look at how Dooap delivers AI-driven AP automation designed exclusively for D365 Finance — streamlining invoice capture, automating approval workflows, and improving visibility and control. Then, hear directly from a D365 Finance customer and implementation partner as they share their real-world experience: why they chose Dooap, what implementation looked like, and the impact after go-live. You’ll gain practical insight into how AI-powered AP automation works in real D365 environments — and what it takes to make it successful. Join us for real perspectives, real lessons, and live audience Q&A.

Inaccurate inventory management is likely costing you more than you know, affecting both operations and profits. Adding inventory optimization software to your existing BC, NAV, or GP ERP boosts your order fulfillment rates, eliminates surprise stock-outs, and increases availability – all while lowering inventory costs. In this session, we’ll cover how EazyStock fills the inventory management gaps in your ERP. No more min/max or spreadsheets; EazyStock automatically recommends optimized purchase orders for replenishment based on demand type, fill rate targets, MOQ, lead time, and more for each SKU in your inventory. Come discover the ROI of EazyStock inventory optimization for your business.

Industry ERP demands more than standard processes—especially in food, pharma, and chemical manufacturing. In this session, YAVEON showcases the latest enhancements to Microsoft Dynamics 365 Business Central designed specifically for regulated and batch-driven industries. Discover how mobile quality scanning powered by Tasklet technology simplifies inspections on the shop floor, how advanced license plate management brings clarity to even the most complex logistics scenarios, and how catch weight functionality helps food manufacturers manage moisture loss with confidence directly in ERP. We’ll also explore how AI-driven production processes ensure consistent output quality by continuously aligning production results with defined specifications. Join us to see how YAVEON turns Business Central into a true industry ERP—built for efficiency, compliance, and operational excellence.

AI adoption in finance is moving beyond time savings and toward prediction, protection, and strategic insight. In this session, we will share insights from over 100 CFOs to explore what finance teams are actually planning to adopt next and what that means for the future of AI in finance. We will break down the future trends shaping AI in finance, what is driving AI investment decisions, and how roles and skill sets within finance teams are evolving as AI becomes more embedded in day to day workflows. We will also examine what continues to delay adoption, from integration challenges to concerns around control, trust, and governance. To close, we will share a practical AI readiness checklist to help finance teams assess where they stand today and what needs to be in place to scale AI responsibly and with confidence. Whether you are a CFO, finance leader, or IT partner, you will leave with a clear view of where AI in finance is headed and how to prepare for what is next.

Starting with Nolan Bank Feeds, discover how true multipath connectivity (Open Banking, Direct APIs, SFTP) enables us to meet you and your bank where you are, rather than locking you into one rigid connection method. This ensures reliable bank data flows into BC’s native bank rec or into Nolan Automated Bank Reconciliation for stronger matching, clearer exceptions, and a smoother cash close. Then see how eRequest brings AI powered purchase requests and invoice approvals into Microsoft Teams, using flexible forms, spend controls, multi-route approvals and a seamless integration to Business Central that tighten governance without slowing users down. Simplify the busy work, automate the essentials, and accelerate month-end close with AI-enhanced Nolan Apps for BC Then see how eRequest brings AI powered purchase requests and invoice approvals into Microsoft Teams, using flexible forms, spend controls, and multi-route approvals that tighten governance without slowing users down. Simplify the busy work, automate the essentials, and accelerate month-end close with AI-enhanced Nolan Apps for BC!

Imagine a multinational corporation juggling diverse clientele with unique payment terms. Within Dynamics Finance, we will witness the data-driven insights and strategic decision-making, enabling efficient credit risk and proactive collections strategies. In this session, we will look into: -New features of credit and collection -Collections coordinator workspace -Customer communication -Business scenarios and actions

This session will review improved functionality in D365 that support manufacturing and planning processes. The intent of the session is to provide a "Best of" list of processes that were not available without customization in previous AX versions but are now standard with D365 functionality. For each of the identified improvements the basic setup and potential use cases will be reviewed. Some of the topics to be reviewed include: -Raw material over picking -PFE user interface and decoupling from Time and attendance -Material substitution planning for discrete manufacturing -Material reservation and release to warehouse policy overrides -Material availability check in the production orders to release form -Material multi-sourcing policies -Change BOM or route functions on the production order

Cutting over financials is hard enough. Supply chain adds another layer. Open purchase orders, in-process production orders, sales lines already released to the warehouse, inventory in transit. Everything is in motion, and you need a clear line in the sand. This session covers what it takes to plan a supply chain cutover that doesn't derail your go-live. We'll walk through the critical elements: transaction freeze points, data snapshots, and validation checkpoints. You'll learn why sequencing matters for data imports, which fields won't migrate the way you expect (like dates in the past), and how to plan warehouse downtime so operations don't collide with your cutover window. Whether you've just purchased D365 or you're still evaluating, this session gives you a mental model for cutover sequencing and a checklist of considerations to avoid delays. Go-live is stressful enough, your cutover plan shouldn't be the reason it slips.

Stepping into Fixed Assets in D365 F&O for the first time? This session will give you the foundation you need to confidently manage your organization's assets. We'll break down key parameters and setup options, walk through the full asset lifecycle—including creation, acquisition, depreciation, and disposal—and show you how to generate a fixed asset statement. Whether you're migrating existing assets or starting fresh, you'll gain practical insights to streamline your processes and ensure accuracy. Get ready to stop guessing and start mastering Fixed Assets in D365!

It's a great initiative to implement AI and agentic solutions in your Dynamics 365 environments. You can follow the Microsoft guides, but they usually start from net-new or optimistic paths. If you're starting from a less-than-ideal spot, you'll quickly see how challenging this can be. In this session, we will get into the specifics of configuring existing environments and get them up to speed for agentic solutions and send you quickly on your path to AI. We'll have functional and technical people in this presentation to answer questions from the C-level to the developer. If we run out of time in the session for your question, we'll be available right after to answer your questions in a 1:1 capacity.

Discover how Dynamics 365 F&O can work seamlessly with the Power Platform, Microsoft Copilot, SharePoint, and other M365 applications to create smarter, more connected business processes. This session will highlight practical examples, including use cases for custom Power Apps that writes data directly to D365 F&O and using SharePoint with Copilot to streamline document management by automating attachment handling. We’ll also discuss strategies for integrating these tools effectively to reduce manual tasks and improve collaboration. Attendees will gain insights into proven approaches that enhance efficiency and deliver real value across their organization.

As AI and automation reshape the workplace, organizations face a critical challenge: how to keep pace without overwhelming IT teams. The answer lies in reskilling employees to become “makers” - innovators who use low-code tools to solve business problems and accelerate transformation. In this session, you’ll learn how to unlock the potential of your workforce with Microsoft Power Platform and Copilot Studio. We’ll showcase real-world examples of employees who have built impactful solutions that streamline processes, improve customer experiences, and drive measurable results. You’ll also gain practical strategies for: • Building a maker-friendly culture that encourages innovation. • Establishing governance that balances creativity with security. • Creating pathways for employees to reskill and thrive in the AI era. Leave with a clear roadmap to empower makers in your organization and turn AI-driven automation into a competitive advantage.

Government clouds can feel like a mission impossible, but they don’t have to be. In this session, we’ll review how Power Platform and Dynamics 365 CE operate in Microsoft’s Government environments (GCC, GCC High, and Azure Government) and give you the tools to succeed. Learn what makes these environments unique, why they matter for compliance and security, and how to keep innovating without getting lost in complexity. We’ll cover: What Government clouds mean for Power Platform and Dynamics 365 Key differences between Commercial, GCC, and GCC High environments Compliance frameworks (FedRAMP, ITAR, CMMC) and their impact on solution design Strategies for migrating apps, data, and integrations into Government environments Best practices for enabling agility without sacrificing security Your mission: leave with a clear roadmap for building secure, compliant solutions that empower innovation.

In 2025, competitive differentiation no longer comes from being “cloud-enabled”; it comes from becoming cloud-native and intelligence-powered. Microsoft’s narrative is shifting toward AI agents, data unification, and outcome-driven vertical solutions. But many organizations remain trapped in pilot projects, siloed data, and limited adoption. In this session, we present a practical framework for making the leap into a Frontier Firm (i.e. an enterprise where AI agents and human teams co-drive business outcomes). You’ll see how to use AI in each of your core functions, examples of applied intelligence in real scenarios, and a live implementation of Copilot Studio to develop tailored agents that work with human-led teams. Key themes we'll discuss: * AI as a strategic differentiator * Real life examples from enterprises who adopted AI * Human + agent teams and how to nurture them in FY26 * Architecting an intelligence backbone for your organization

Unlocking the full potential of Microsoft's business ecosystem often starts with understanding its licensing landscape. In this dynamic panel, our experts will demystify the licensing intricacies of Dynamics 365, Business Central, Power Platform, and Microsoft Fabric. We’ll explore how these tools work together, the key licensing considerations for each, and strategies to optimize costs while maximizing value. Whether you’re a decision-maker, technical leader, or power user, join us for actionable insights, real-world examples, and an open Q&A to help your organization thrive in a world where licensing can make or break your business solutions. Don’t just survive—thrive!

Software teams face constant pressure. Deadlines, unclear requirements, failing integrations, and fast-changing priorities create noise that can slow down even experienced engineers. This talk introduces a practical way to stay focused and make clear decisions by combining engineering practice, Scrum values, and Stoic principles. You will see how calm reasoning, clear responsibility, and controlled reactions help teams solve difficult problems without escalating stress. The session includes examples from real development work. Legacy code cleanups, performance firefighting, and cross-team communication serve as the basis for simple tools you can apply immediately. Attendees leave with a mindset and set of habits that improve daily engineering work and strengthen collaboration.

Sarah and Ashley aren’t just here to talk UX—they’re bringing real-world lessons learned (and maybe a few laughs along the way). In true Midwestern fashion, expect practical advice served with a side of “well, that could’ve gone better” stories. In this session, we’ll dive into the intricacies of user experience (UX) design within Model-Driven Apps. You’ll walk away with insights on creating intuitive, efficient interfaces that make users happier and more productive—because nobody likes an app that feels like a corn maze. We’ll cover key principles of UX design, tips for optimizing performance, and examples that prove good design isn’t just nice—it’s necessary. Whether you’re a developer, designer, or business analyst, this session will give you the tools to elevate your Model-Driven Apps to the next level. Join us for a session that’s equal parts practical and personable—because in the Midwest, we believe in making things work and making them feel good.

In my day-to-day experience, I am always running across little golden nuggets when configuring D365 Sales and Customer Service and Power Apps. I would love to share come of those finds with you! During this session, I will share my top configuration tips & tricks, such as form controls, app settings, and business rule best practices.

Effective customer data management is critical for maximizing the value of your Dynamics 365 environment. Poorly managed data can lead to inefficiencies, inaccurate reporting, and missed opportunities, while structured data provides clarity, better decision-making, and AI readiness. In this session, we’ll explore the five levels of customer data management, showing how organizations can progress from basic hygiene to advanced governance and strategic practices. We’ll define high-quality data, highlight common pitfalls, and provide practical guidance for implementing processes such as removing duplicates, standardizing records, validating entries, and maintaining consistency. Through real-world examples, we’ll demonstrate how applying these five levels improves data accuracy, reduces risk, and enables reliable reporting. You’ll leave with actionable strategies to assess your data maturity, implement improvements, and build a scalable approach that supports operational efficiency, compliance, and informed decisions. Learning Objective 1: Understand the fundamental principles of data quality and distinguish between good and bad data. Learning Objective 2: Explore real-world challenges and opportunities in data management, and identify strategies for overcoming common obstacles. Learning Objective 3: Learn practical strategies for establishing effective data management practices, including governance frameworks and validation processes.

Application Lifecycle Management (ALM) is critical for delivering reliable, maintainable Dynamics 365 Customer Engagement solutions—but the level of rigor can vary widely. This session provides a comprehensive overview of ALM best practices across the full spectrum: from the simplest out-of-the-box deployments to highly complex, multi-national, multi-environment implementations integrated with CI/CD pipelines. We’ll explore how organizations can tailor ALM strategies to their scale and maturity, covering solution segmentation, source control, automated deployments, environment strategies, and governance. Whether you’re just starting with basic solution management or managing enterprise-grade implementations, you’ll leave with practical guidance and actionable steps to improve quality, reduce risk, and accelerate delivery. Learning Objectives: - Understand ALM Fundamentals: Learn the core principles of ALM for Dynamics 365 CE and why they matter for every implementation. - Scale with Confidence: Explore how ALM practices evolve from simple deployments to complex, global implementations. - Adopt Best Practices: Discover tools and techniques for solution segmentation, source control, and automated deployments. - Governance & Compliance: Learn how to implement environment strategies and governance frameworks that align with organizational needs. - Accelerate Delivery: See how ALM reduces risk, improves quality, and speeds up time-to-value for Dynamics 365 projects.

As organizations adopt Copilot Studio, many struggle to move beyond isolated chat experiences and into meaningful, connected solutions. This session focuses on how to use Copilot Studio integrations with the Power Platform to build custom copilots that work seamlessly across Microsoft products. We will explore how users can design Power Platform solutions that allow a custom copilot agent to automatically interact with tools such as Power Automate, Power Apps, Dataverse, Microsoft 365, and Dynamics 365. Attendees will learn how copilots can trigger workflows, retrieve and update business data, and guide users through complex processes without switching applications. The session will cover key architectural patterns, security and governance considerations, and common integration pitfalls. Real-world scenarios will demonstrate how copilots can orchestrate actions across systems, enforce business rules, and deliver consistent experiences within Teams and other Microsoft surfaces. Designed for Power Platform makers, solution architects, and IT leaders, this session provides practical guidance for turning custom copilots into fully integrated digital assistants that extend the value of the Microsoft platform.

As Power BI adoption grows, organizations often struggle with managing workspaces, refreshes, permissions, and governance. This session gives a clear, practical overview of the core responsibilities every Power BI admin needs to keep their environment secure and reliable. We will cover tenant and workspace configuration, data refresh management, gateway setup, and licensing basics. You will learn how to monitor performance, troubleshoot common issues, and apply governance policies that maintain consistency across teams. We’ll also look at best practices for organizing workspaces, promoting certified datasets, and using the admin portal and audit logs to improve visibility and control. The session includes guidance on managing Power BI’s integrations across Microsoft 365, including how to support and govern report sharing in Teams and how to enable secure live report embedding in PowerPoint. We’ll also touch on collaboration features such as comments, subscriptions, and sharing via OneDrive. Attendees will leave with the foundational skills needed to manage a Power BI environment effectively and support a scalable, well-governed BI ecosystem.

We will build Excel Layout Reports, so bring your laptop with Cronus loaded and let's get to work. We'll do the step-by-step to create, test and use Excel Layout Reports. You go home with real-world examples that you can adapt to your business and train other users.

Dimensions are one of the most powerful features in Business Central — and also one of the fastest ways to create reporting chaos if they’re not designed intentionally. Many organizations implement dimensions with good intentions (“we want better reporting!”), but end up with inconsistent tagging, unclear rules, and reports no one trusts. This session is a practical, end-user-focused guide to building a dimension strategy that creates clean reporting, accountability, and decision-ready insights — without overcomplicating daily work. We’ll cover how to design dimensions that match how your organization actually operates, how to set governance rules your users can follow, and how to avoid the most common dimension pitfalls that lead to messy data and confusing reports. You’ll leave with a clear approach you can apply whether you’re just starting with dimensions or trying to clean up what you already have.

After years of using GP, there are some items you should definitely review and clean up. Join this session to take a look at things that can make you GP run more smoothly!

Real world considerations along with metrics / criteria to make an objective and informed choice for your company. Will cover these and present a case study of a company that went through the process.

Business Central is packed with data and processes, but many teams need simpler ways to use that power in day‑to‑day work. This session shows how to quickly connect Power Platform to Business Central to deliver real outcomes fast, without deep coding. We’ll walk through the most accessible integration paths: - Out‑of‑the‑box connectors to read and write BC data from Power Apps and Power Automate - Dataverse sync for richer models, relationships, and security when you need app‑ready data - Virtual tables for real‑time BC access without replication, ideal for lightweight scenarios - Event‑driven flows for approvals, notifications, and updates that keep people moving Rather than a step‑by‑step tutorial, the focus is on what you can build today: task‑focused apps, simple approval chains, and targeted automations that reduce clicks and speed up work. We’ll cover common pitfalls (permissions, environments, naming, error handling) and share practical patterns to keep integrations reliable and maintainable. Attendees leave with a clear map of options, when to use each approach, and starter patterns they can apply immediately to modernize Business Central experiences with Power Platform.

Many manufacturing ERP projects appear successful at go-live—only to struggle months later when inventory accuracy slips, costing results don’t match expectations, and planning tools go unused. This session explores why that happens and how manufacturers can prevent it. Drawing from real-world Business Central manufacturing projects, this session highlights the most common post–go-live challenges, including incomplete process adoption, misunderstood costing behavior, and gaps between system design and day-to-day operations. Rather than focusing on technical features, the discussion centers on how people, process, and data discipline determine long-term ERP success. Attendees will learn how to recognize early warning signs, stabilize their environment before problems escalate, and take practical steps to protect the value of their Business Central investment. The goal is to help manufacturers move beyond “live” and toward systems that actually support growth, visibility, and control.

Deploying and setting up the new BC Power BI Apps for reporting is only the first step in onboarding these new gems. Are you and your team ready do to this efficiently and get the most out of them? What should you expect after you make them available for general use? There are literally thousands of clicks a user can make after deploying these powerful new reports, however which clicks are the most effective clicks for impacting the visuals in a meaningful way? for licensing and sharing them appropriately? for impacting decision making and overall usefulness? for creating alerts and notifications? for drilling through to details? for training the team how to use them? This session demos and covers 20 practical, useful and hot tips and tricks in 45 minutes that I use for preparing BC, deploying the new reports, using them interactively, and training the implementation team and BC end users alike. These reports bring an exciting opportunity to every BC user and environment, so come see what it's about, share your own experiences, and maybe we'll all walk away with some additional insights!?

Are you ready for Microsoft’s twice-yearly Business Central SaaS updates? Staying current is essential, but automatic updates can catch teams off guard if they’re not prepared. In this session, you’ll learn five practical strategies to get ahead of the update cycle: set up effective notifications, proactively test in sandbox environments, review and manage customizations and ISV solutions, coordinate user testing, and plan for a smooth go-live. Walk away with a proven checklist and expert tips to ensure your organization stays in control and gets the most out of every update.

Business Central development revolves around extensions and event-driven patterns. This session demonstrates how to extend standard and custom extensions using business events to implement new functionality, automate processes, and integrate with external systems. Attendees will learn how to create and subscribe to business events, structure extensions for maintainability, and design integrations with tools like Power Automate or Azure Functions. A live demo will show practical examples of using business events to trigger workflows, notifications, and data processing. By the end of the session, participants will have actionable strategies to enhance Business Central extensions using events, enabling automation, reporting, and external integrations.

We're back at it again with a new edition of Wait what's that button do. Microsoft is worth coming out with new features and a lot of times we catched a high-level things, but maybe we missed some of the little things along the way. We'll explore buttons and links and different features that you might not be aware of.

When Ali Group began planning its D365 Finance and Supply Chain rollout for multiple companies some of whom were not on a version of AX, they knew that success would depend on more than system configuration, it would depend on how well their people understood D365. Understanding D365 standard business processes is a way to have the Core and SME teams implement organic business process changes which enhances user acceptance through the implementation. To prepare their project team, one of Ali Group’s companies, Beverage Air, designed a practical training approach that started before implementation and evolved throughout the project. Their strategy blended readily available learning resources with specific tools and methods tailored to their organization’s needs. This combination allowed them to establish a strong D365 foundation while connecting learning to real business processes. Through collaboration spaces for SMEs, tailored internal exercises, and a phased approach that adapted through design, testing, and rollout, Beverage Air built a scalable framework for training and knowledge sharing. This session will share how Beverage Air’s approach to training strengthened decision-making, improved design quality, and accelerated user readiness throughout their D365 journey. Attendees will walk away with practical ideas for combining standard learning resources with organization-specific strategies to build and sustain D365 expertise from the very start of their implementation.

In this deep dive, we’ll walk how to model and plan potency-driven formulas, manage active ingredient targets, handle co-product outputs, and execute batch balancing decisions that planners and production teams can actually live with.

Advanced Warehousing in Dynamics 365 Supply Chain Management has long carried a reputation for being one of the most challenging modules to configure. While it is undeniably powerful, getting it right has often required deep expertise and significant time investment. Today, Microsoft provides a growing set of tools that simplify and guide this process, helping teams configure with greater speed and confidence. This session walks through the Warehouse implementation tasks workspace and the Warehouse management initiation wizard, showing how they work together to create a clear, structured path to setup. You will also see how Copilot can be used to ask context-driven questions, gather insights, and make more informed configuration decisions. Whether you are implementing from scratch or refining an existing warehouse setup, you will leave equipped with practical methods to reduce complexity and achieve faster, more reliable results.

This session focuses on selecting financial dimensions that optimize system performance by minimizing processing overhead and avoiding configurations that cause data aggregation issues.

Most teams say they “version their solution” and what they really mean is they tag the code repo and call it a day. Then a hotfix goes out, a data fix follows, someone tweaks a parameter in PROD “just this once,” and suddenly nobody can answer the simplest question: What exactly is running in this environment right now? This session is about the uncomfortable truth in Dynamics 365 Finance and Operations: partial versioning is fake safety. If you version code but not configuration, you cannot reliably reproduce behavior. If you version data entities but not reference data changes, you cannot replay deployments. If you rely on tribal knowledge for environment differences, you are one release away from a self-inflicted outage.

Graebel Companies, Inc. is embracing an AI-first future—not as a vendor, partner, or platform provider, but as a real-world enterprise reimagining its operations from the inside out. This session offers a candid look at how Graebel is leveraging Microsoft’s Customer Zero story to transform business processes and service delivery. From strategy to execution, this is an end-user’s account of deploying AI solutions at scale—highlighting the wins, the lessons, and the vision driving Graebel into the new age of intelligent enterprise.

Most companies are stuck between Copilot hype and operational reality: too many ideas, unclear priorities, and uncertainty about what’s safe and measurable. In this workshop, you’ll build a practical 30/60/90-day roadmap to move from readiness assessment to quick wins and repeatable scale. We’ll use a simple scoring method to prioritize use cases, define success metrics up front, and apply lightweight governance so teams can move fast without creating risk. Leave with a roadmap template you can take straight to leadership—plus a repeatable approach to keep improving quarter after quarter. Learning Objectives: • Assess Copilot readiness across data, security, workflows, and adoption. • Prioritize use cases using an impact × feasibility × risk scoring model. • Create a 30/60/90 plan with measurable outcomes and lightweight governance.

Learn all of the components needed for you to create an A-Z learning plan for you and your team, on any topic from Dynamics 365 to Microsoft AI. We'll do a deep dive of Microsoft Learn, exams, and the new AI Skills Navigator platform. We'll even show some of the cutting edge features like turning learn content into podcasts for you to learn on the run. There should be little reason you can't turn complex learning objectives into comprehensive learning results you can centrally track. We'll have Q&A at the end and you can come up after to meet with experts and Microsoft to leave with real results.

Customer conversations are the heartbeat of success—but too often, they feel transactional instead of transformational. This session introduces the improv principle of “Yes, And” as a powerful tool for building trust, fostering collaboration, and driving adoption across Dynamics 365 and Power Platform engagements. You’ll learn how to: Listen actively and respond with empathy to strengthen relationships. Turn objections into opportunities using positive framing. Co-create solutions that align with customer goals and deliver measurable value. Whether you support Business Central, Customer Engagement, Finance & Operations, or Power Platform, these techniques will help you lead conversations that feel authentic, collaborative, and impactful. Walk away with practical strategies you can apply immediately to improve customer success outcomes.

Turning on Dynamics is only the beginning. Real value comes from sustained adoption. This session focuses on what happens after Go-Live: reinforcing new behaviors, tracking adoption, and supporting users as Dynamics and Copilot become part of daily work. Learn how AI-enabled support models, such as Copilot agents built from existing documentation, training, and FAQs, can provide on-demand, user-friendly help that scales long after the project team has stepped away.

In a world of constant updates, are you still using your ERP like it’s 2020? Join us for a session where a Functional Consultant and a Power Platform Expert team up to challenge the status quo of daily operations. We will simulate a "Day in the Life" of a modern super-user, racing against the clock to complete a complex operational workflow using only the latest, most efficient tools available in the platform. Instead of a static slide deck, this is a live, rapid-fire demonstration. We will sprint through real-world scenarios. From order entry to financial analysis, we will reveal hidden interface secrets, new AI capabilities, and keyboard shortcuts that drastically reduce clicks. And when we hit a process gap? We will demonstrate how to seamlessly "patch" it using low-code automation tools. Whether you are a functional consultant or an end-user, you will leave with a checklist of immediate productivity wins that you can apply the moment you get back to your desk.

Compliance aside, accessible Power Apps are vital to creating business solutions that work for everyone. In this session, we’ll explore how to design and build Power Apps that support users with diverse needs, including users with color blindness, low vision, motor impairments, and users who rely on assistive technologies like screen readers, speech-to-text, and adaptive devices. We'll cover practical, Power Platform-specific considerations you can apply right away. Whether you’re a maker, developer, or architect, this session will equip you with actionable guidance, testing strategies, and a mindset shift that helps ensure your apps are usable, inclusive, and high-quality by design.

Using Dynamic 365 Contact Center, we review using Gen AI and agents to give consistent answers and help companies get customer delighted with their service

As a system administrator of Microsoft Dynamics 365 or Dataverse, you know that security is a critical aspect of your job. But with so many components to consider, it can be overwhelming to know where to start. In this session, we will provide you with a comprehensive guide to Dataverse security, covering the basics of permissions, roles, teams, and more. We'll also dive into best practices and tips for success, so you can feel confident in your ability to secure your Dataverse environment. Whether you're new to administering Dataverse or just need a refresher, this session is a must-attend for anyone looking to dive deep into Dataverse security.

Copilot is already embedded in Dynamics 365, yet many organizations are struggling to see meaningful productivity or revenue impact from it. Expectations are high, but the reality is more complicated. In this session, we’ll cut through the marketing noise and take an honest look at where Copilot genuinely adds value inside Dynamics 365 CRM, where it currently falls short, and why simply “turning it on” does not change day-to-day behavior for sales, service, or leadership teams. We’ll focus on how to design practical, workflow-driven CRM experiences where Copilot actually gets used - supporting sellers and service agents in the moments that matter. You’ll see real use cases, live examples, and concrete patterns for pairing Copilot with existing CRM processes, along with prompts, guardrails, and adoption principles you can apply immediately. The goal is not to hype AI, but to help you make Copilot a useful, trusted part of how work gets done in Dynamics 365 CRM.

With the rise of Copilot agents, it's tempting to throw away everything we’ve learned about app design, user experience, and structured business logic. Who needs apps and flows when you can just ask an agent, right? In this discussion-driven session, Power Platform expert Lilian Stenholt invites the community to rethink that mindset. Instead of discarding apps and flows in favor of agents, what if we designed better foundations that agents could build upon? What if great UX and solid architecture weren’t replaced, but augmented by conversational interfaces? Join this session to explore where agents fit in the Power Platform architecture. And where they don’t. We’ll share real experiences with Copilot agents and discuss questions like: - When is an agent the right interface? - When is it not? - How can we blend apps, flows, and agents into one cohesive experience? Whether you’re building agents, governing their use, or just trying to make sense of where they belong, this session will give you the space to talk it through.

Join Ed Gonzales, Microsoft Business Applications MVP, for a focused one-hour session on mastering error-handling in Power Automate. With 25+ years in technology and a history of pioneering xRM solutions, Ed brings practical insight and a clear, engaging teaching style. His wide-ranging experience—from aviation science to fostering kittens—reflects his passion for helping people and processes thrive. This session explores the most common challenges business users face when building flows and offers actionable guidance for creating resilient, reliable automations. Ed will cover: The types of errors that occur in Power Automate and how they impact business operations. How to use built-in tools and custom logic to gracefully handle exceptions and maintain flow stability. Techniques for troubleshooting and debugging to quickly identify issues. Real-world examples that show how to anticipate problems and reduce downtime. Whether you're new to Power Automate or refining your workflows, you'll gain essential strategies to strengthen your automations and keep your processes running smoothly. Reserve your spot and learn how to turn potential disruptions into seamless, well-handled outcomes with Ed Gonzales—innovator, educator, and trusted Power Platform expert.

Are you brand-new to Business Central or preparing to migrate over? Then this session is for you. This session is designed specifically for new Dynamics 365 Business Central users who want to get oriented quickly and begin working with confidence. In this practical, user-focused session, attendees will learn how to navigate Business Central effectively, understand the purpose of the homepage and lists, and use personalization to tailor the system to their daily work. The session also helps users connect familiar business and bookkeeping skills to Business Central workflows, making it easier to apply prior experience to everyday tasks. The focus is on building early confidence by helping users understand where to go, how to find information, and how to work in the system while developing essential user habits that support smoother adoption and long-term success. Attendees will leave with practical skills, actionable tips and tricks they can use on Monday morning, and the confidence to work effectively in the system from day one.

This session has become a favorite among attendees because it gives people something they can use immediately in their Business Central work. The 2026 edition builds on that same practical foundation with fresh examples and newly added features from the latest BC releases. Using content drawn from everyday support scenarios, you’ll see how to confidently diagnose strange results, confusing errors, and unexpected postings. We will walk through tools such as modern search, Page Inspection, field monitoring, change log review, configuration package comparisons, permission-based diagnostics, and new enhancements shown in the current release wave. And while this is a tools-first session, we’ll also touch on a key question many BC professionals are now asking: How will AI reshape troubleshooting? You’ll see realistic examples of how AI assists—not replaces—the human reasoning required to understand why BC behaves the way it does. Attendees leave with practical skills they can apply immediately, stronger confidence in investigating issues, and a better understanding of the features Microsoft continues to add to improve everyday troubleshooting. Learning Objectives • Apply practical BC troubleshooting methods using built in tools • Investigate unexpected system results with clarity and confidence • Understand how newer features and emerging AI tooling influence troubleshooting workflows

Data quality is the foundation of efficient business operations. This session will explore the key tools and strategies within Microsoft Dynamics GP to clean and validate your data. Learn how to leverage the Professional Services Tools Library (PSTL) to identify and merge duplicate records, change and combine account numbers. We’ll also cover how to use Smartlist and Excel Refreshable Reports to analyze and report on data inconsistencies and employ reporting options to uncover potential issues. Additionally, we’ll discuss best practices for using check links and reconciliation utilities to maintain database integrity. By the end of the session, you’ll have a comprehensive understanding of improving and maintaining high data quality in Dynamics GP.

This session will help end users prepare for the move from Dynamics GP to Dynamics Business Central. Moving from Dynamics GP to Business Central involves: Data Migration – clean GP data, use migration tools, and plan for historical data access. New Features – cloud-based updates, better workflows, integrated Microsoft ecosystem, and flexible licensing. Go-Live – thorough testing, user training, and phased rollout. Post-launch, optimize with advanced features for efficiency and scalability.

Business Central is deprecating the ability to expose Microsoft pages as OData endpoints, creating uncertainty for teams that rely on them for reporting, especially in Power BI. This session explains what is actually changing, which reports and integrations may be impacted, and how to confidently transition to modern, supported alternatives like the Business Central APIs. We will walk through how to evaluate your current environment, identify reporting risks, and create an actionable transition plan that reduces disruption. You will learn practical strategies for helping teams overcome change resistance, including communication frameworks and hands-on training approaches. The session also includes a guided walkthrough of working with APIs, how to use built-in standard APIs, when to create custom API pages, and how to design them for performance and long-term supportability. We will also explore how AI can accelerate this process, from generating draft API pages in AL to producing documentation, test scripts, and Power BI connection logic. Attendees will leave with a clear roadmap for migrating safely off page OData, modernizing their reporting pipelines, and using AI powered development to speed up Business Central API work in their organizations.

Many manufacturing ERP projects appear successful at go-live—only to struggle months later when inventory accuracy slips, costing results don’t match expectations, and planning tools go unused. This session explores why that happens and how manufacturers can prevent it. Drawing from real-world Business Central manufacturing projects, this session highlights the most common post–go-live challenges, including incomplete process adoption, misunderstood costing behavior, and gaps between system design and day-to-day operations. Rather than focusing on technical features, the discussion centers on how people, process, and data discipline determine long-term ERP success. Attendees will learn how to recognize early warning signs, stabilize their environment before problems escalate, and take practical steps to protect the value of their Business Central investment. The goal is to help manufacturers move beyond “live” and toward systems that actually support growth, visibility, and control.

The biggest barrier to AI isn’t technology — it’s people. In this session, Mason shares a practical, SMB-friendly framework for increasing AI adoption inside Business Central organizations. Learn how to reduce resistance, redesign roles around AI assistance, establish guardrails, communicate expectations, and measure impact. Mason will also outline the psychological and operational shifts teams experience when moving to AI-supported work. This real-world, people-first approach helps leaders ensure that Copilot and Agents don’t just get implemented — they get used.

This session will be to demonstrate advanced features of API Pages for D365BC. In this demonstration, users will be shown how to design an API page, leverage triggers to provide default values, how to create staging tables/pages for reviewing/processing complex records, and how to effectively review/handle errors and reprocessing.

This session focuses on how EDI fits into the end-to-end sales order lifecycle and why it should be designed alongside order-to-cash processes—especially when EDI can represent 90% or more of a customer’s revenue. In these high volume cases, EDI isn’t just frustrating or complex; it’s business-critical, and when it fails, the business feels it immediately. We’ll start with an overview of how EDI documents align to key business milestones in Dynamics 365—from inbound customer purchase orders that create sales orders, to confirmations, shipping coordination, advance shipping notices, and invoicing. These documents form the communication layer connecting customers, partners, and internal operations. The session walks through the major stages of the lifecycle, including order creation, sales confirmation, warehouse execution, shipment routing, packing and shipping, and invoicing. We’ll discuss why understanding this flow matters for design decisions, particularly around order validation, confirmation timing, and downstream impacts. Attendees will also learn how to define EDI documents, outbound triggers, and completion signals, and why invoicing and shipping requirements should be considered early to avoid rework. By grounding EDI in the broader order-to-cash process, this session helps teams see EDI as a predictable, well-integrated driver of Dynamics 365 operations.

From automating order entry to streamlining supplier communications, AI agents are freeing teams from repetitive tasks so they can focus on higher-value work. But how many agents have you successfully deployed to date? And, of those, how many have really proven their value? In this session, Dag will showcase proven, production-ready agents that are already delivering measurable value in ERP environments. You’ll see real-world examples, including live demos, that highlight how select agents can reduce cycle times, improve accuracy, and ultimately enhance the customer experience. You’ll then walk away with practical use cases to bring back to your organization — and a clearer understanding of what separates successful agents from critical misses. What You’ll Learn: -How AI agents can eliminate repetitive tasks in order intake, customer support, procurement, and more. -Examples of real-world agents that reduce cycle times, improve accuracy, and free teams for higher-value work. -Key success factors required to scale agents effectively. -Lessons learned from the field, including tips on positioning agents as trusted assistants, reducing fear of replacement, and ultimately driving adoption.

An in-depth review of the module for Configure-to-Order Manufacturers, including: Parameters Building models BOMS, Routes, Pricing Dialog design Templates Parent-Child models (multi-level configured BOMs) Usage on Sales order lines, Production orders

Warehouse operations can become inefficient without structure, visibility, and automation. Advanced warehousing in Dynamics 365 Finance & Operations provides powerful tools to address these challenges—but it also introduces complexity that organizations must evaluate. This session explores both the benefits and drawbacks of advanced warehousing, helping users understand when it adds value and when it may create hurdles. Participants will learn how advanced warehousing improves inventory accuracy, enables sophisticated picking and packing strategies, and enhances visibility across multiple locations. Potential disadvantages—including system complexity, higher costs, and the need for specialized training—will also be discussed. Common pitfalls such as misaligned configurations, overlooked parameters, and underestimated user adoption requirements will be explained so attendees can avoid costly mistakes. Through practical examples and walkthroughs, attendees will see how advanced warehousing can streamline operations while recognizing scenarios where simpler approaches may be more effective. Learning Outcomes By the end of the session, participants will understand the advantages and disadvantages of advanced warehousing, recognize common challenges, and know how to evaluate whether this functionality fits their organization.

Think your General Ledger is just a boring list of numbers? Think again! In this session, we’ll show you how to make journals and voucher details work smarter—not harder—using features you already have. No customizations, no headaches, just clever configuration magic! Here’s what you’ll discover: ✅ How to control G/L account postings with user group assignments ✅ Using default G/L accounts that save time ✅ The secret to Reason Codes to create accurate entries ✅ Adding financial tags for richer reporting ✅ Mastering advanced rules to manage dimension combinations ✅ Giving vouchers a personality with default descriptions Join us for practical tips, real-world examples, and a few “aha!” moments that will make your ledger your new best friend.

As AI transforms how organizations run their business processes, Dynamics 365 Finance and Operations users now have a powerful new way to bring intelligence directly into their ERP workflows. In this session, you’ll learn how the Dynamics 365 ERP MCP (Model Context Protocol) server empowers makers and developers to build custom AI experiences that can interact with F&O data and business logic—securely, consistently, and without writing complex integration code. We’ll demystify how MCP provides a unified, open standard for connecting AI agents to ERP systems, show examples of how agents can perform actions just like a human user, and walk through the essential patterns for building your own AI‑powered scenarios. Whether you want to automate routine tasks, enhance decision‑making, or create entirely new agentic workflows, you’ll leave understanding how to unlock the full potential of AI inside your F&O environment.

ERP conferences are full of polished success stories. This is not that. Beau and Elif will host an open, fast-moving roundtable built around what Microsoft MVPs and implementation leaders are seeing right now in the Dynamics 365 Finance and Operations world, both the wins and the scars. We will hit the hot topics that keep showing up in real projects: AI expectations vs reality, “no customizations” myths, environment and release chaos, testing fatigue, data migration truths, security and governance gaps, and why change management is still the final boss. Expect honest takes, strong opinions, and practical advice you can use the minute you’re back at work. The format is intentionally interactive. We will start with a handful of themes to kick things off, then let the room steer. Bring your questions, your war stories, and your unpopular opinions. We’ll bring the MVP perspective and the lessons learned the hard way.

Realistic end-to-end scenario showing how Copilot helps bridge that gap across Dynamics 365, Dataverse, Power Platform, and Microsoft Fabric. You’ will see how natural language prompts can: Ingest and transform Dynamics 365 / Dataverse data into Fabric using Dataflows Gen2 Accelerate data modeling and querying in Fabric Lakehouse and Warehouse Assist with SQL generation, debugging, and documentation Power faster insights and storytelling through Power BI Copilot Enable business users, makers, and analysts to collaborate without hand-offs or bottlenecks

Most AI implementations fail because companies aren't asking the right question to begin with, Are we ready? Companies are rushing to implement AI, like it's an upgraded workflow, but it's really about fundamentally changing the way your entire team works. As a result, you have expensive tools that no one is uses, and ROI that never sees the light of day. AI Readiness is more than a tech stack, it's also about making sure your team is empowered and onboard to maximize your investment. In this session you will learn how to identify critical gaps that sink AI projects before they start and walk away with a framework to assess your organization's true AI readiness.

Come join a panel of women from across the Microsoft Dynamics community as they share their real stories, lessons learned, and practical advice for growing your career in the Dynamics ecosystem. From how they first got started in tech to how they’ve built their skills, stepped into leadership roles, and found support along the way, this session is all about honest conversations and shared experiences. Our panelists will talk about building and strengthening technical and functional skill sets, navigating career transitions, and what it really takes to move into leadership, whether that means leading projects, teams, or initiatives. We’ll also discuss the value of mentorship, how to find the right mentors (and be one), and why community and connection play such a critical role in long-term career growth. Whether you’re early in your Dynamics journey or looking to take the next step, you’ll walk away with actionable tips, encouragement, and new ideas for leveling up your skills, confidence, and career while helping build a more supportive and connected Dynamics community.

Payment fraud isn’t just a cybersecurity issue—it’s a finance issue. From business email compromise to vendor impersonation and cross-border wire scams, fraudsters are getting smarter, sneakier, and faster. In this engaging and interactive session, Tiffany Allen and Leslie Schall will walk you through the most common red flags lurking in your AP process—both domestically and globally—and show you how to identify them before it’s too late. Expect real-world stats, shocking examples, and yes throw up an actual red flag you may have experienced firsthand. You’ll leave with a practical checklist of fraud indicators, tips for improving your approval workflows, and ideas for strengthening your finance operations—without adding more complexity or manual work. If your team touches payments, this session is for you.

Technology projects don’t fail because the software wasn’t good, they fail because people didn’t embrace them. Whether you’re implementing an ERP, CRM, reporting platform, or any new system, one of the biggest challenges is earning the trust of colleagues who have been running processes their way for 10, 20, or even 30 years. These employees know their work inside and out. They’ve built efficiency through experience. But change can feel like loss of control, job insecurity, or replacement by automation, even when the goal is visibility, collaboration, and improvement. Here’s where we come across the “We’ve always done it this way.” Experienced employees can feel exposed, replaced, or misunderstood. Age gaps can amplify tensions. And without trust, even the best technical solution will struggle to succeed. This session focuses on practical, human-centered change management strategies that help IT leaders and consultants build alignment instead of resistance. We’ll explore how to frame technology as an enabler, how to invite ownership early, and how to transform resistance into engagement. You’ll learn: -Why resistance often comes from fear, not stubbornness -How to communicate change to reduce defensiveness -How to involve experienced employees early to build champions -Real examples of trust-building that improved adoption and project success Together, we’ll craft concrete messaging frameworks, workshop ideas, and implementation tactics to: Reduce resistance during system rollouts Improve collaboration between IT and operational teams Empower long-tenured employees as drivers of change Because real transformation doesn’t start with software. It starts with trust.

Dive into the world of Microsoft Power Apps' Plan Designer in this fur-tastic session, now with vibes. We'll explore the powerful capabilities of Plan Designer and compare it with the new powers of vibe by demonstrating how to start designing a solution tailored for an Animal Shelter Management system. Learn how to leverage Plan Designer to create a system that addresses the unique needs of animal shelters, including tracking new paws, managing fur-ever homes, and monitoring whisker wellness. Attendees will have the opportunity to provide real-time feedback and suggestions, ensuring the solution is practical and effective. Whether you're a seasoned Dynamics 365 user or new to the Power Platform, this session will offer valuable insights and hands-on experience.

Customer Insights is strong, but it’s not a solo act. This session is about the "Better Together" story. We will demonstrate how to snap CI measures into Power Apps for sales reps, visualize CI data in Power BI for executives, and trigger Power Automate flows from marketing interactions. Learn how to assemble your tech stack to defeat the villain of disconnected systems.

Every minute matters in field service. When multiplied across hundreds or thousands of work orders, small inefficiencies can add up to significant cost and lost productivity. This interactive session explores how thoughtful automation within the Field Service Mobile app can save crucial minutes per work order—amplifying technician efficiency and improving customer satisfaction. We’ll share proven automation strategies we’ve implemented to streamline out-of-the-box processes, then open the floor for audience input. Together, we’ll brainstorm and build real-world ideas live, helping attendees identify at least one actionable improvement they can take back to their own organization. Whether you’re looking to optimize workflows, reduce clicks, or enhance technician experience, this session will deliver practical insights and collaborative solutions. Learning Objectives: - Understand the Impact: Learn how small-time savings per work order scale into major efficiency gains. - Explore Proven Automations: See examples of enhancements to the Field Service Mobile experience that reduce friction and improve productivity. - Collaborate Live: Participate in an interactive discussion to surface new ideas and approaches for automation. - Leave with Actionable Takeaways: Identify at least one improvement you can implement immediately in your own Field Service environment.

Most CRM projects don’t fall short because Dynamics lacks features. They fall short because the experience doesn’t fit how people actually work. If CRM feels like extra steps, users avoid it, data quality slips, and leadership stops trusting what they see. In this session, we’ll walk through a simple adoption playbook that makes Dynamics 365 Customer Engagement easier to use every day. You’ll learn practical patterns for designing CRM around real user workflows, including cleaner forms, fewer clicks, and Business Process Flows that reinforce good habits and consistency, without adding unnecessary steps or slowing users down. We’ll also cover training and in-app support that helps people succeed after go-live, not just on day one. Then we’ll focus on Copilot and how to put it to work in ways users actually value. We’ll cover where it helps most, how to introduce it so users trust it, and how to move beyond demos into everyday usage that improves consistency, speed, and follow-through. You’ll leave with a clear checklist you can use to make Dynamics a system users want to open because it helps them get their work done.

In the era of digital transformation, organizations are increasingly turning to artificial intelligence (AI) to drive innovation, streamline operations, and deliver unparalleled experiences to customers and employees alike. 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. Join me as we explore the limitless possibilities of Power Platform AI and discover how you can empower your organization to innovate, automate, and thrive in the AI-powered future.

Power Automate is a powerful tool for streamlining business processes, but are you using it efficiently? In this fast-paced session, we’ll cover essential tips and best practices to optimize your Power Automate flows for performance, reliability, and maintainability. Key takeaways include: - Best practices for structuring and managing your flows - How to optimize flow performance and avoid common pitfalls - Advanced techniques for error handling and monitoring - Tips to maximize reusability and scalability Join us for this rapid-fire session and walk away with practical insights to enhance your Power Automate flows immediately Learning Objectives Best practices for structuring and managing your flows How to optimize flow performance Advanced techniques for error handling and monitoring

Have you implemented Fixed Assets in BC? Are you utilizing all the Fixed Asset functionality? This fast-paced session will cover the "Budgted Asset", Multiple Depreciation Books, how to use the "Use Duplication List", Depreciation Tables, Main Assets, Component Assets, Maintenance, Insurance, and Indexing.

Are you tired of hearing "AI is the future" but having no idea how it helps you in Business Central today? This fast-paced, zero-jargon, lively session is your friendly on-ramp to AI inside Dynamics 365 Business Central. Whether you're a functional consultant, power user, or anyone who wants to work smarter without becoming a data scientist, this fun session will show you how AI within Business Central can help elevate decision-making and unlock new levels of efficiency—without requiring any technical expertise. Through real-world examples and live demonstrations, we'll illustrate how you can effectively use AI in your daily operations in Business Central. With straightforward explanations and practical insights, you'll witness firsthand how AI can help you to elevate your business strategies and drive results and likely walk away with a better understanding of applying AI Business Central.

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 planning a move from Dynamics GP to Business Central, but have questions about supply chain functionality like planning, production and warehouse management? Join Abhi Ghatak, Sr. Director of Microsoft Services at enVista for a deep dive into how Business Central modernizes the operational backbone of your business. We'll move beyond the basics to explore differences and enhancements between Dynamics GP and Business Central from master data, through planning (MRP), production execution and scheduling and warehouse management with modern mobility. Key Takeaways: -Infrastructure & Integration: Replacing manual GP workarounds with Power Platform, M365, and embedded AI. -Implementation Framework: How a template-driven approach ensures data integrity while accelerating deployment timelines. -The ISV Landscape: A strategic comparison of legacy GP ISVs versus native BC functionality and modern AppSource extensions.

This session will explore the world of event-driven development in Business Central. We will focus on proven strategies for identifying and working with the most relevant events for your customizations. We will also explore tools within VS Code to assist you on your event-driven journey, where you’ll learn essential event development techniques and leave with a practical checklist for crafting efficient and reliable event subscribers. By the end of this session, you will have a solid understanding of handling events efficiently in Business Central, which will enhance your development practices and overall performance.

In recent updates, when searching for reports in business central; often a PowerBI message is displayed. In this session, we'll dive into how to set this up and which reports can be useful. We will configure a Power BI report from the ground up using the Business Central data connector, then embed the report directly on the relevant master data page. The embedded report will be dynamic, automatically filtering based on the specific record selected within Business Central.

Business Central implementers make hundreds of design decisions every week - layouts, captions, workflows, validations, navigation paths - and most of those choices happen without formal UX training. The result? Even experienced users get confused, workflows break down, errors multiply, and support tickets pile up. It’s not that users “don’t get it.” It’s that the design unintentionally violates how humans understand and interact with systems. In this example-driven session, we’ll explore the most common usability pitfalls in Business Central customizations and why they cause so much frustration. We’ll borrow a few core principles from Don Norman’s The Design of Everyday Things - discoverability, signifiers, feedback, constraints, and error prevention - and use them to explain why certain designs cause users to hesitate, make mistakes, or feel overwhelmed. We’ll show simple, practical fixes you can apply immediately: clearer action naming, better grouping, early validation patterns, more helpful error messages, smarter defaults, and small UI adjustments that dramatically reduce cognitive load. Through real-world BC examples (and a few funny ones), you’ll see how minor changes in design can create major improvements in user confidence and satisfaction. If you build pages, configure workflows, or design extensions for Business Central, this session will help you stop accidental frustration - and start creating solutions that feel natural, intuitive, and frustration-free.

Microsoft provides External File Accounts as a way to link external storage accounts to Business Central; however, development is needed to replace the standard document attachments with these External File Accounts. This session will be to show how to setup Azure Blob Storage (ABS) through External File Accounts, how to specify the relevant scenarios in which ABS is used, and then how to link upload/download/preview files to/from ABS from Vendor cards and from Purchase Invoices. Finally, attendees will be shown how ABS references to those Purchase Invoices can be made to persist through posting to the Posted Purchase Invoice record.

Join us for a practical, two-part session that walks attendees through both the fundamentals and advanced use of manufacturing in Business Central. The session covers core manufacturing setup such as items, BOMs, routings, and production orders, then progresses into planning, execution, and troubleshooting topics including demand-driven planning, safety stock, reservations, flushing methods, and capacity management. Attendees will leave with a clear understanding of how manufacturing data and processes connect across planning, inventory, and production, along with best practices for aligning Business Central with real-world shop floor operations.

Many organizations struggle to efficiently plan shipments, leading to underutilized loads, higher transportation costs, and limited visibility into inbound and outbound logistics. The Load Planning Workbench in Dynamics 365 offers powerful capabilities to address these challenges, but it is often underused due to lack of understanding or improper setup. This session focuses on educating prospective users on how and when to use the Load Planning Workbench to improve transportation planning. Participants will learn the basic configuration required to enable the Load Planning Workbench and understand how it supports both inbound and outbound scenarios. The session will walk through the core functionality of the tool, explaining how loads are created, optimized, and managed within the system. Practical examples will demonstrate how the workbench can be applied to real business processes, such as consolidating shipments, improving load utilization, and planning transportation more effectively. With an educational, scenario-driven approach, attendees will gain clarity on where the Load Planning Workbench fits within Dynamics 365 transportation and warehouse processes and how to evaluate its value for their organization. By the end of the session, participants will understand the purpose and configuration of the Load Planning Workbench, identify key inbound and outbound use cases, and apply best practices to improve shipment planning and logistics efficiency.

Procurement gets complex quickly—multiple vendors, policies, and invoices. We’ll show how business users can tame that complexity using out of the box Dynamics 365 capabilities: purchase requisitions, catalogs, workflow approvals, vendor collaboration, invoice capture, and automated payments. We’ll address common challenges (rogue spend, poor visibility, and onboarding bottlenecks) and map them to configurable policies and transparent workflows that scale. To extend value, we’ll add Power Platform and AI Agents: a vendor onboarding app that enforces policies, a Power Automate flow that flags variances before payment, and an AI Agent that helps AP classify invoices and route exceptions. You’ll walk out with a pragmatic roadmap: the D365 features to enable first, quick wins to unlock in 30–60 days, and measurable KPIs (cycle time, spend control, match rate) to guide future investment.

Explore how the latest traceability enhancements in Dynamics 365 Finance & Operations provide end-to-end visibility across your supply chain. This session will cover how to trace items from procurement through production and delivery, and introduce the powerful Tracked Components feature for monitoring individual parts within assemblies. Learn how these capabilities improve compliance, quality control, and operational efficiency, with practical guidance on setup, navigation, and best practice

Magpul Industries, a manufacturer of high-tech polymer and composite accessories, reached a point where business growth was outpacing the design of its distribution operations from order intake to fulfillment. In this session, Steve Shebuski of MCA Connect joins a representative from Magpul to share a practical case study on how the company addressed these challenges redesigning order management, warehouse execution, and transportation processes to better support multi-channel demand. Magpul strengthened order management capabilities to better manage inventory commitments by channel. The team then optimized multi-channel fulfillment across large B2B customers, Amazon, and direct-to-consumer orders, aligning picking methodologies, replenishment strategies, and transportation execution to actual order and SKU profiles. Attendees will explore how Magpul: - Leveraged order management business rule capabilities to manage inventory commitments by channel - Optimized picking strategies based on unit of measure, improving picking efficiency, labor utilization, and inventory and order accuracy - Aligned replenishment strategies to optimized picking approaches to increase throughput and labor utilization - Streamlined transportation operations for LTL and parcel carriers through optimized waving and packing strategies This session examines the operational and data decisions behind these outcomes and how others can apply these principles as distribution complexity grows.

Did you know that D365 Finance and Supply Chain Management has a Tax Engine? D365 Finance and Supply Chain Management includes a Tax Engine that enables users to set up rules for determining tax application. This feature is designed to streamline and automate the tax calculation process, reducing the risk of errors and ensuring compliance with tax regulations. Allowing users to override tax codes on a case-by-case basis can provide flexibility while still maintaining control over tax calculations. This ensures that if there are exceptions or specific circumstances where the default tax rules don't apply, users can make adjustments as needed. By centralizing tax management within the system and providing options for user overrides, D365 Finance and Supply Chain Management aims to help businesses manage their tax obligations more efficiently and accurately, reducing the risk of audit failures or overpayment of taxes.

Your D365 Finance & Supply Chain environment is hiding secrets ghost users haunting your license costs, orphaned security roles collecting dust, and inactive accounts lurking in the shadows. It's time to put AI to work as your digital detective. In this session, we'll crack the case on using AI models to analyze your D365 F&SC administrative data and uncover optimization opportunities you didn't know existed. We'll start with a no-nonsense primer on AI fundamentals and MCP servers (no PhD required), then dive into crafting prompts that actually get results. You'll see three practical approaches for gathering your data from the "quick and dirty" Excel export to building automated console apps and leveraging MCP servers. Walk away with real-world examples: finding users who've gone AWOL, spotting security roles assigned to nobody, and identifying license optimization opportunities that could save your organization real money. Bring your magnifying glass, we're going data hunting.

Ever wish your Dynamics 365 project came with a cape? In this high‑energy session, we’ll assemble a superhero toolkit for project managers, consultants, and solution architects who want repeatable, reliable outcomes. You’ll discover how a process‑first approach turns messy missions into well‑orchestrated victories—using a business process guide as your command center, a catalog as your utility belt, and Success by Design as your code of hero conduct. We’ll reveal practical ways to map end‑to‑end scenarios, pick the right patterns, and tame scope so your team can soar from origin story (discovery) to endgame (go‑live) without getting trapped by villains like ambiguity, rework, and runaway customization. Expect live examples, reusable templates, and a battle plan for importing processes into Azure DevOps to keep epics, features, and test cases aligned. Whether you’re defending customer experience or finance operations, you’ll leave with a field‑tested framework that makes your next implementation faster, clearer, and heroically consistent—no radioactive spider required.

Ready to see how easy it is to create your own AI agent? In this beginner session, I’ll show you how someone without a developer background can build an agent, even in a regulated industry. I’ll walk you through Microsoft Copilot Studio (Full), from accessing the platform to building and testing your first agent. We’ll explore the workspace, how topics and trigger phrases shape conversations, and walk through key features that guide your agent’s dialog. You’ll learn to connect internal knowledge bases, work with variables, and understand the logic behind responses. As we build together, you’ll see how approachable no-/low-code tools are, sparking ideas you can bring back to your team while managing the risk of open chat platforms that lack grounding. This session is designed to open your mind to what’s possible—even if you’ve never built anything like this before. You’ll leave inspired and ready to start creating powerful agents of your own… all before your coffee gets cold.

The Challenge: Your organization invested in D365 to centralize data across finance, operations, sales, and customer service. The implementation succeeded; data IS unified. Users are discovering what's possible when they can connect Finance & Operations GL data with Customer Engagement sales pipelines, or Business Central inventory with external market data. And that's when custom report requests flood in. D365's native reports handle standard needs well, but end users have gotten a taste for what's possible, and they're hooked. Power BI becomes the natural choice for custom reports, but your small data team can't build everything fast enough. Without structure, business users and data teams alike become frustrated and exhausted. The Solution: The BI Mullet. Microsoft's "Managed self-service BI"—discipline at the core, flexibility at the edge. Your team maintains centralized Power BI semantic models connected to D365 (clean, certified, governed). Users create their own reports from those models (creative, customized, fast). The key: ongoing collaboration keeps models current and relevant. The Result: Users unlock D365 data without waiting weeks. Your team focuses on quality foundations and responsive iteration instead of building every individual report. Data is a team sport. This demo-driven session shows how to use Power BI and Purview to support ongoing collaboration between business and data teams—ensuring sustainable self-service BI on D365 data.

A practical, fun, simplified approach to helping new Business Central users adopt the new system without overwhelming them. Great for PMs, consultants, and anyone who works with humans.

Not every challenged Dynamics ERP project is a failure—but many are quietly underperforming. This session explores the early warning signs of a project that technically “went live” yet isn’t delivering expected business value. Attendees will learn how to identify functional misalignment, hidden process workarounds, user adoption gaps, and operational friction—issues often introduced during implementation that only surface after go-live. We’ll walk through a practical health-check framework that organizations can use to objectively assess system effectiveness, prioritize meaningful improvements, and course-correct without disrupting day-to-day operations. The goal is to help teams move from frustration to clarity—and from uncertainty to confident, actionable next steps.

Elite sports teams do not win by accident. Success comes from preparation, clarity of roles, disciplined training and honest performance review. Digital transformation is no different, yet many Dynamics 365 programmes still rely on optimism, rushed decisions and last minute fixes. This session uses lessons from professional sport to examine why Dynamics 365 Finance, Supply Chain, Customer Engagement, Business Central and Power Platform programmes struggle even when the technology is sound. Common issues include unclear ownership, underprepared teams, late testing, assumed data quality and leaders expecting results without building operational readiness. Rather than focusing on individual tools or methodologies, the session looks at how successful programmes behave. How they train users before go-live, expose weaknesses early, measure performance realistically and treat quality as a non-negotiable discipline, not a phase. The sports lens cuts through complexity and makes delivery problems easier to see and easier to fix. This is a grounded, experience-led session aimed at leaders and delivery professionals who want consistent outcomes, not post go-live firefighting. Attendees will leave with a practical way to assess readiness across people, process and technology, and a clearer view of where their programme is exposed.

In this session I boil down the simplest elements of how to manage a Portal Application. It's a beginner / How-To session for those interested or planning to use a Portal but wanting to understand the options that exist for managing it low/no-code.

Autonomous agents are redefining Customer Service by combining Dynamics 365, Copilot Studio, and Dataverse intelligence into a powerful automation engine. In this deep‑dive session, we will explore how Dynamics 365 Customer Service can now automate complex workflows, resolve cases independently, keep self-service answers accurate & updated and much more. Agents are now enhancing case quality with speed, accuracy and continuous improvement.

Is your Dynamics 365 instance feeling like a relic of a bygone era? Years of ad-hoc customizations, evolving business needs, and shifting user demands can leave even the most robust CRM system cluttered, inefficient, and misaligned with your current goals. In this session, you will learn practical strategies to breathe new life into your longstanding CE environment. **Leveraging Unused Out-of-box Features** There could be a wealth of features you’re paying for and not using. **Replacing Dropdowns with Lookups:** Discover how swapping static dropdowns for dynamic lookups can enhance flexibility and data relationships. **Auditing Your Security Model:** Evaluate and refine roles, permissions, and access levels to ensure security aligns with your current organizational structure. **Reviewing Automation for Failures and Redundancies:** Identify and resolve broken workflows, duplicated processes, and outdated automations to streamline operations. **Optimizing Forms, and Letting Go of the Unused** You’d be shocked how many fields get created and then never used. Through real-world examples, best practices, and live demonstrations, you’ll leave this session with a clear roadmap to revitalize your Dynamics 365 instance—maximizing ROI and empowering your sales team to work smarter, not harder. Whether you’re battling legacy configurations or preparing for future growth, this session will show you how to turn "CRM chaos" into a well-oiled machine.

Microsoft has released several Copilot agents across Dynamics 365 CE—Sales, Customer Service, Contact Center, and Customer Insights Journeys—but who are they for and when should you use them? This session takes a high-level tour of the current public agents, explaining their purpose, capabilities, and ideal scenarios. We’ll compare the agent's side by side, highlight what’s included out-of-the-box, and share guidance on extending or customizing them for specific business needs. If you’ve wondered which Copilot agent fits your customer’s requirements—or how they complement Copilot Studio—this session will give you the answers.

You've built a great Power BI report, but now someone needs a printable version with proper page breaks, ready to distribute as a PDF. Can you convert it in 50 minutes? I couldn't the first time I faced this at work; the resulting panic still haunts me. The demo you'll see today is based on that actual work crisis. Let me show you how to quickly convert a Power BI report into its paginated equivalent so you are prepared for the next print request. This is a race against the clock. You'll watch the entire conversion in real time as we convert an existing Power BI report into a paginated .rdl using Report Builder and the same semantic model. No skipping steps—just the actual work while the timer runs. You'll see: -The Complete Conversion: Every step from opening the .pbix to publishing the finished paginated report -Layout Decisions: Real-time choices about page breaks, headers, footers, and print formatting -Problem-Solving in Action: How to handle challenges with parameters, grouping, expressions, and formatting -Time-Saving Shortcuts: Techniques that keep this fast -What Works and What Doesn't: Honest assessment of what converts easily vs. what requires more work The techniques in this session apply to any Power BI report that needs to become print-ready fast. Come ready to learn and leave knowing what this process looks like in practice, including how to overcome stumbling blocks quickly.

In this session, we will review the process of submitting a Power Platform custom connector to the Independent Publisher Connector program for certification. You'll learn the steps required for this community program as well as tips for using VS Code, GitHub Copilot, and other CLI tools. We will also cover MCP servers for Copilot Studio and what is required to enable them using a connector.

If there was a way to summarize all the new Financial Reporting features these last 18 months, I would be a Hero Guard. Then now is the time. Join us to review all the new features, added these last 18 months, that have taken Financial Reporting to new heights. Learn all these new features to show your customer what the possibilities are in Financial Reporting and Analytics. So many new features within Financial Reporting that many you probably don't know about. You will leave with so much new information that you will become a Financial Reporting Hero.

What if your Finance team already had superpowers—just waiting to be activated inside Business Central? We’ll showcase the Top 10 time-saving features that help Finance teams work faster, smarter, and with hero-level efficiency. Leave empowered with practical shortcuts and tools you can use immediately—no cape required.

In this session, we will review a procedure to integrate a GPS webhook with PowerAutomate, Twilio and GP. Attendees will walk away with ideas on how to integrate disparate systems to the back office that will offer greater insights to field worker status and greater communications with customers

Organizations evaluating whether to migrate from Microsoft Dynamics GP to Business Central face two key considerations: the benefits of moving now versus reasons to delay. Migrating Now offers clear advantages: • Avoid future risk • Gain cloud benefits • Reduced IT overhead. • Access modern features Waiting may be justified for: • No immediate need for change • Budget limitations • Heavy customizations or ISV dependencies • Complex data migration scenarios While delaying can provide breathing room for planning and budgeting, waiting increases risks around security, cost, and competitiveness. In this session, we will review options and provide roadmaps for both.

Do you have a great idea for a Business Central customization, but development time is holding you back? Join this session to learn how IT teams, power users, and even occasional coders can transform their ideas into working prototypes in just one day—no advanced programming skills required. By harnessing the power of AI assisted "Vibe coding", you'll quickly turn business requirements into AL code and create a prototype that you can demo. In this session, we'll share practical prompts, sample workflows, and the confidence to accelerate your Business Central projects from concept to demo in hours, rather than weeks. This session is ideal for anyone seeking to accelerate their development process.

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!!

In this session, we will explore the process of establishing a Master Data Sync between companies in Business Central. We will designate a primary company as the source for data replication to other companies and discuss how to monitor the synchronization process for any errors that may arise. Additionally, we will cover the selection of tables eligible for syncing, as well as the mechanics of the synchronization process. It's important to note that there is a job queue in place; however, the system continually monitors for changes and updates the other companies accordingly. We will also address the nuances of exporting and importing setups and highlight potential challenges when utilizing this feature.

We will dig into practical considerations of using Business Central for Manufacturing. We will cover setup and configuration of the Manufacturing functionality coupled with best practices and known gotchas. We will not be addressing Projects nor Assemblies.

Configuration Packages are a useful tool to set up, migrate and/or maintain data in Business Central. But they have nuances and can be challenging to work with. In this session you will learn how to create and modify them, taking into consideration some of their limitations, and how to import and export data using Excel. The session also covers best practices for validating data, handling errors, and applying packages across Business Central environments and companies. By the end of the session, users will understand how configuration packages streamline system setup, reduce manual data entry, and support consistent and reliable implementations.

In this session, we’ll explore how Dynamics 365 Supply Chain Management’s Landed Cost module brings clarity and control to complex inbound logistics. Learn the key components of the landed cost module (journey templates, auto costs, etc.) and how these components work together to create transparency throughout your supply chain (and into your ledger)! Review several examples of how to proportion voyage costs, how/when to take ownership of goods, and how to leverage a 3rd party carrier to receive updates.

As Microsoft transitions Dynamics 365 Finance & Operations (D365 F&O) project governance from Lifecycle Services (LCS) to the Power Platform Admin Center (PPAC), customers and partners are navigating a fundamental shift that extends well beyond tooling. This transition introduces new governance models, operational responsibilities, and delivery considerations that directly impact how projects are planned, executed, and supported. Starting January 2026, all new Dynamics 365 Finance & Operations implementations will be required to use PPAC, with LCS no longer supported for new implementations. This represents a major change in Microsoft’s deployment and application lifecycle management (ALM) strategy for D365 F&O. The message is clear: PPAC is no longer optional—it is the future of D365 F&O. In this session, we explore the migration journey from LCS to PPAC through both a partner and Microsoft perspective, sharing real-world experiences from active projects. We will discuss what changes in environment management, security, monitoring, and project visibility, highlight common challenges and pitfalls, and outline practical readiness considerations for teams planning new implementations or reassessing their ALM strategy for 2026 and beyond. Attendees will leave with a clear understanding of why this shift matters, what to expect during the transition, and how to prepare—ensuring their organizations are ready to adopt PPAC while minimizing disruption and project risk.

Discover how Advanced Quality Management in Dynamics 365 Supply Chain Management helps life sciences and food & beverage companies turn compliance into a competitive edge. Learn how new features like integrated CAPA workflows, dynamic quality orders, and enhanced audit trails drive proactive quality, streamline regulatory reporting, and ensure patient safety or consumer trust.