Finance & Operations - DynamicsCon
DynamicsCon March 16 - 18, 2021

Finance & Operations

Speaker Highlight!

See the DynamicsCon presenters for the Finance & Operations track listed below. Session times displayed in Eastern Standard Time (EST) | GMT-05:00.

View the full listing of sessions on the AGENDA page.

Andre Arnaudc de Calavon, Microsoft Business Apps MVP & Product Manager, To-Increase

Excel your way with the Office add-in for Dynamics 365 FinOps

Wednesday, 17th of March
10:00 AM – 11:00 AM

In this session, you will get an overview of all options related to the Excel add-in for Microsoft Dynamics 365 FinOps. Learn how to interact with data, but also how to create templates and about less commonly used features.

Muhammad Atif, VP Solutions and Services, Mazik Global

Dynamics 365 FO Successful Implementation and Users Adoption

Tuesday, 16th of March
1:00 PM – 2:00 PM

Users Adoption is vital for any successful Dynamics 365 implementation, everything you do with your Dynamics 365 implementation is done through the lens of user adoption. This prevents you from getting overly focused on the technology and maintains the focus on how D365 will support the users and meet the overall company goals.

This session will cover do and don’t you should follow for a successful implementation of Dynamics 365 Projects and how to engage and support users in start, during an

Latoya Clarke-Nivore, CEO, Strategic Business Change Consultant, Connec2Dots

Power Platform & User Adoption in Finops Projectss

Tuesday, 16th of March
11:00 AM – 12:00 PM

Reporting, integrations, and unreliable third party alliances are just a few of the issues that can be experienced while implementing D365 Finance and Supply Chain projects. These can all have an impact on user adoption. In this session, we’ll look at how the Power Platform can alleviate some of these challenges and play a role in obtaining successful adoption.

Leaving this session, attendees will understand the benefits and best practices involved in implementing the power platform in D365.

Nathan Clouse, Technical Architect, enVista

Integrating with OData Deep Dive

Thursday, 18th of March
5:00 PM – 6:00 PM

Want to know everything about OData? We’ll talk about how, when, where and why to use it and dive deep into high performance scenarios to support your custom integrations using OData.

Faisal Fareed, Dynamics 365 F&O Technical Lead (Developer), DXC Technology

D365 FO Environments Governing

Tuesday, 16th of March
10:00 AM – 11:00 AM

This session is focused for architects and project managers to provide guidance about standard environments & add on environments you might need for end to end F&O implementations.

Scott Frappier, Pre-Sales Architect, Stoneridge Software

Harnessing the Power of Data with the Power Platform and D365 Finance &SCM

Wednesday, 17th of March
4:00 PM – 5:00 PM

This deep dive into data will showcase how leading companies are using the Power Platform and D365 to outperform the competition. You’ll learn about how today’s technologies, including the Dataverse, IoT, Azure, Machine Learning, and more, integrate with your business systems to automate and streamline processes, increase efficiencies, and move business forward faster.

Ammar Khan, Senior Consultant - Microsoft Dynamics 365 Finance & SCM, DXC Technology

How to Start and Make it Simple Advance Warehousing Implementation in Dynamics 365

Wednesday, 17th of March
11:00 AM – 12:00 PM

It is very important to know the basics of something before going into a deep-dive of any topic so this time I will be presenting about the basic understanding of warehouse structures with some practical examples. This will help a person who is just starting with the advance warehouse. Apart from the basics, I will be touching on different processes in advance warehousing, demonstrating how Microsoft D365 is fulfilling the needs of its customers.

Qamar Khan & Devinder Singh, FRED IT Group

Automate AP Invoicing using AI & PowerAutomate for D365Finance

Tuesday, 16th of March
5:00 PM – 6:00 PM

Showcasing how MS Power Automate features can be combined with AI builder to streamline invoice documents processing and approvals. These functions have the power to streamline the manual process that is based on set invoice format documents where power automate connectors will create documents directly in D365 Finance from an email attachment sent by vendor. You can build your internal Invoice OCR solution with a low code setup.

Josh Knox, Functional Consultant, SIS

Saved Views, Custom Fields, and Other Developer-less Developments

Tuesday, 16th of March
5:00 PM – 6:00 PM

Recent platform updates in Finance and Operations empower end-users to enhance their user experiences without resorting to development. Saved views allow users to create and share collections of personalizations. Custom fields allow users to add form fields without writing any code. New grid capabilities enable data grouping and totaling.

Bring your questions to explore how (and when) to make the most of these new features.

Howard LeCover, Supervisor, Training, RSM US

Master Planning: Major Change in 2021

Wednesday, 17th of March
1:00 PM – 2:00 PM

Master planning is undergoing a rather large change in the way it runs your master plans in 2021. This change will have dramatic effects on the way master planning is used for everyone if they choose to utilize the changes. Session will include demonstrations of how to implement the change and with the change, new features designed to take advantage of the change.

Ladd May, Senior Consultant, Western Computer

How to Easily Customize Docs with Microsoft’s Business Document Management

Tuesday, 16th of March
4:00 PM – 5:00 pM

Want an easy way for users to edit document templates and change the design or add information?

Business document management (aka configurable business documents) gives document design tools to system users, administrators and implementers within the familiar interfaces of Word and Excel. In this session, learn how to find available document templates, perform basic format modifications, add/remove fields, and deploy documents. Speed up the design process and lower document management costs.

Miselle Mombeshora, Functional Consultant, PowerObjects

Project Operations and what it means for D365 Finance and Supply chain management

Tuesday, 16th of March
2:00 PM – 3:00 PM

You might have heard of Project management and accounting or the PMA module in D365 Finance and supply chain, but are you aware of when to implement Project Operations and its implications?

This session aims to provide an overview of Project operations when enabled and when to implement Project operations vs PMA. We will also cover the features available in Project Operations and the value proposition for the end-users before reviewing the future roadmap.

Amir Nazim, Development Manager/ Technical Architect, Mazik Global

Quality Development Practices with Finance and Operations

Thursday, 18th of March
11:00 AM – 12:00 PM

  • Do and Don’ts in x++ development
  • Importance of Peer review, shelvesets
  • Best practices and enforcement at check-in using devops pipeline
  • Acceptance test lib, execution while creating FinOps packages using devops pipeline

Tanya Regna, CE/CRM Program Manager, Western Computer

Eliminate Legacy Batch Interfaces and Move to Dual Write

Thursday, 18th of March
4:00 PM – 5:00 PM

Batches and schedules are a thing of the past. Learn more about how to integrate multiple Microsoft Dynamics 365 systems in near real-time using Dataverse.

Marjorie Schmeerbauch, Practice Manager - Finance and Operations, Dynamic Consulting

Dynamics ERP: Who gets the final rose? F&O vs. BC

Wednesday, 17th of March
2:00 PM – 3:00 PM

You’ve been looking for ERP love in all the wrong places and now you know Dynamics in the cloud is “the one.” But what’s the difference between Finance and Operations and Business Central? Let matchmakers Marjorie Schmeerbauch and Shawn Dorward reveal the key differences and ways to identify which platform is the best fit for your business. Which ERP will get the final rose?

Michael Stashwick, Senior Technical Architect, Sunrise Technologies

Logic Apps with F&O

Thursday, 18th of March
10:00 AM – 11:00 AM

Technical session on how to push and pull data in and out of D365FO using logic apps.

Vera Temkov, Technical Architect, Cittros

D365FO “OneVersion” using Automatic Testing – RSAT Part II

Thursday, 18th of March
2:00 PM – 3:00 PM

Testing can become even more time consuming. So, you must decide your way of action!

Let’s take Automatic Testing to the next level! With RSAT new version (Regression Suite Automation Tool). Cittros will share real-life challenges with you, that helps you realize our potential with increased productivity and efficiency in D365FO, when it comes to creating test plans, task recordings and business processes models.

Miha Vuk, D365FO Software Architect, Docentric

What is Azure Key Vault and How to Use it in D365FO

Thursday, 18th of March
1:00 PM – 2:00 PM

Azure Key Vault is a secure centralized store for all your certificates, keys, passwords and other credentials that you can use in your D365FO environment. In this session, we will explain what certificates, keys and secrets are, and how to create, configure and manage them in Azure Key Vault. We will show how to digitally sign eInvoices and use other key vault features in standard D365FO and in custom modules and how you can benefit from using Azure Key Vault in D365FO.

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