DynamicsCon May 2024

D365 Field Service Overview

In this session we’re going to compare Field Service and Connected Field Service. We’ll explore the customer journey and expand on the employee experience. See demos of creating a Work Order, Booking Resources, and other new features plus time for Q&A.

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

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

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

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

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

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

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

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

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

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

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

Join me for this session where I will share my top tips for building PowerApps! This introductory session will help you: shorten your learning curve, build your confidence AND impress your boss 😊 If you are new to PowerApps or just looking for a few shortcuts that maybe you overlooked, this session is for you!

The need for robust, flexible and integrated supply chains has never been greater.
In this session we will explore the building blocks Microsoft’s Supply Chain Platform provides across Azure, Dynamics 365, Microsoft Teams and Power Platform and re-imagine a new connected, resilient and agile supply chain that brings digital enablement to the next level.

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