2024 Submitted Sessions

Do you think you have rock-solid governance in your org? Maybe you have a few data policies in place! GREAT, but let's lift the lid on this and get a bit deeper into some of the top 10 things you, as a power platform admin or power user, can do to create a much safer space for makers to create useful things. In this session, we will break some of the perspectives you may have and shatter some ideals. Not every solution needs ALM! WHY turn off the ability to create trials? WHY stop makers from using developing in their own developer environments? What does good look like with regards to your Power Platform team structure. We are in the Era of Enablement and people will find a way, so why not enable, but provide the necessary guidance as well. There will be live demonstrations of (And potentially more): 1. AI Driven solution builds. 2. A Connector Audit. 2. A live, interactive data breach and how to mitigate this. This is your top 10 list to get YOU going!

In this session, I will give you 10 tips to build a dashboard "they won't ignore". Even if you have built such a beautiful dashboard, if your users ignore it, or if the users don’t know what hidden functionalities it contains, it won’t be a success. It is very important to build your dashboard in a structured and predictable way, clutter-free, so the user experience is positive. In this interactive session, we look at the various options that you have, as a dashboard builder, to make the use of the dashboard easier for all end-users. This session is intended for dashboard builders and is suitable for all skill levels. Think about, ✔ The critical importance of alignment in design ✔ How to maintain consistency in color and fonts for a polished look ✔ Effective use of blank buttons for seamless page navigation ✔ The significance of adding a homepage to enhance dashboard accessibility Don't miss out and take your dashboard to the next level!

This session will focus on current highly requested support ticket topics, projects, and features. We will cover what are these trending topics and some solutions to address them. These solutions may include GP built in functionality, ISVs, Power Platform and more. The focus is to get the most out of GP to meet your current needs.

This session explores how strategic credit management in Business Central can significantly improve your cash flow. This session will focus on aligning credit terms, payment schedules, and collection efforts to optimize cash flow. Key topics: Aligning credit terms with cash flow objectives Implementing payment schedules that match your business cycle Strategic use of discounts and penalties to influence payment behavior

Ready to elevate your Power Apps experience? This session is ideal for developers looking to harness the power of Named Formulas and User Defined Functions to supercharge their applications. Discover the keys to simplifying complex code, enhancing app performance, and maintaining seamless operations. Session Highlights: - Leverage Precision and Speed: Understand how Named Formulas and User Defined Functions can transform your app’s functionality and responsiveness. - Optimize and Simplify: Learn to apply these powerful tools to streamline your app development process, reducing complexity while improving outcomes. - Best Practices for Maintenance: Dive into strategies for keeping your codebase clean and manageable, crucial for long-term maintenance and scalability. Join us to uncover these foundational ingredients that will optimize your current projects and inspire innovation in your future app developments.

Are you in the market for a new ERP system, or does your current one no longer meet your needs? If you’re experiencing frustration due to the subpar performance of your existing ERP, allow me to guide you through a transformative experience. Discover how to complete a bank reconciliation in under 10 minutes, swiftly update master data with just a few clicks, and seamlessly integrate Outlook with Business Central (BC). As a senior consultant with a background in accounting, I’ve transitioned into the tech industry and have been captivated by its constant evolution and dynamism. It’s an industry where there’s never a dull moment, and I’m passionate about leveraging technology to enhance business efficiency.

Join me for this cutting edge session including brand new features for BC and Copilot! This session will cover Copilot for BC - it's cost, it's uses, and tons of examples of how YOU can save time today!! Be a better YOU with Copilot for BC!

Join me as I take you on a transformative journey showcasing the power of low-code/no-code solutions with Microsoft Dynamics 365 Business Central. In this session, you’ll discover how to harness the capabilities of PowerApps to create a custom application that seamlessly integrates with Business Central, all without the need for extensive coding knowledge. Whether you’re a business analyst, a functional consultant, or simply someone with a passion for efficiency and innovation, this presentation will provide you with the practical knowledge to build and deploy a solution that meets your business needs. Witness the ease of connecting data, automating workflows, and bringing your business processes to life in a user-friendly interface. Get ready to be inspired and learn how you can become a catalyst for change in your organization by leveraging the robust integration between PowerApps and Dynamics 365 Business Central.

Join us for an insightful session delving into the power of Copilot in Dynamics 365 Field Service and Dynamics 365 Customer Service. Discover how Copilot revolutionizes productivity, streamlining workflows, and enhancing customer interactions. Also, learn how to leverage power of generative AI to enable frontline workers and service managers to create, view, and manage work orders.

Join this intro session on Copilot for Sales and Copilot in D365 Sales, where you can learn more about embedded AI capabilities that pertain to CRM. In addition to covering key use cases, we will also dive into the future of AI and what paths you can take to upskill in the future.

Often times, we see that effective services offered by organizations play a vital role in establishing a good perception of a business. In this session, I'll walk you through how you can automate case management activities that are effective and helpful for your customizations and your team. We'll see how we can be creative in Dynamics 365 to utilize it's potential to work for our team make the most of the platform.

The why, what, how, who and when of F&O manufacturing and supply chain costing. Standard or Actual? If Actual, which type? How should you handle overhead/burdening/indirect cost/absorption?. What's the overhead trap? Where do miscellaneous charges and the Costing Sheet fit in? And what about the newish Landed Cost capability?

In this session we will look at the telemetry & monitoring feature which captures background logs of user interactions with the system including: - Form / page views - User sessions - X++ exceptions - Custom events This session will cover: - How to enable and configure the storing of this data - How to query the data via the Kusto Query Language in Azure Application Insights / Log Analytics - Creating custom telemetry events - How to utilize telemetry for error reporting - Options for exporting and extracting the data to data analysis tools like Power BI - How you can access the data via the Application Insights API and how to consume this data back within Dynamics 365 F&O itself.

You know AI prompts, but do you know about the "AI prompts" capability in the Power Platform? For an organisation to get the most from generative AI, every user shouldn't have to work out good prompts for themselves - there's huge value in a library of curated, sharable, flexible prompts. Some may be generic, some may be company-specific, and once published AI prompts can be used in Power Apps, Power Automate, and perhaps most excitingly, Copilot for Microsoft 365 plugins.

Dynamics 365 Project Operations on top of Dynamics 365 Sales is a great tool voor professional services organizations. The new Copilot and AI options will even more help to optimize processes. In this session, all out-of-the-box functions and some custom AI examples will be shown. More insight, more efficiency!

Join me as I share essential lessons learned from a recent Dynamics GP upgrade. Discover practical tips to streamline the upgrade process, avoid common pitfalls, and how to overcome them. This session will equip you with the knowledge and strategies to ensure a smooth and successful upgrade to the latest version of Dynamics GP. Perfect for anyone looking to optimize their Dynamics GP experience!

Discover how to extend Microsoft Dynamics 365 Business Central using Power BI to create comprehensive, data-driven business solutions. This session will walk you through the entire process, from data extraction and modeling to visualization and sharing insights, enabling you to enhance decision-making and operational efficiency in your organization.

In this session we are gonna go through the Electronic Reporting tool withing the D365FO world, to see what this tool is, what is it used for and what you could start to use it for. An introduction around how to work with it and how to exploit its full potential, and with all of this we'll motivate and peek the interest around why adopting it and getting better on it.

Join us in the journey to explore the latest features in Expense Management. We will show you how vikings setup the Expense Management from beginning to end and do live demonstration in the system.

Join Kristen Hosman, Microsoft MVP, where she'll unwrap 5 of her favorite features within Microsoft Dynamics 365 Business Central. From streamlining processes to enhancing efficiency, she'll showcase her top picks and demonstrate how they can elevate your productivity and drive growth. Get ready to unlock the potential of Business Central and revolutionize the way you do business!

So your data is a little messy, perhaps very messy, but does that impact your Dynamics ROI? You bet it does! This session will explore the principles of Master Data Management (MDM) to improve your data quality and maximize your Dynamics 365 ROI. We’ll discuss the basics of MDM, including steps to help you get started, and share strategies to help clean your data and keep it clean. We will also show how having good quality data will improve ROI by keeping data consistent across systems, allowing users to maximize time in various ways, improve customer service and more.

Most people do basic queries in SmartList but there are ways to get more from this simple tool. Join to learn more about enhancing your SmartList usage.

We will explore a systematic approach to evaluate the performance, scalability, and reliability of the Microsoft Dynamics system landscape with multiple deployed applications, solution customisations, ISVs and integrations. Our focus will be on assessing the system’s behaviour under intensive volumes and conditions through automated testing of critical business processes: • Processes that are time sensitive • Identify high volume processes and periods where the solution will experience increased load • Create efficiencies with code or improve custom code • Batch jobs and how to sequence them for efficiency • Increase system performance with standard D365 clean-up routines Performance testing is excellent for companies of various sizes that are looking to fine-tune urgent processes, balance system resources, evaluate overall impacts, forecast future needs, and boost the efficiency of interconnected systems.

Overview of M365 and D365 related features that can be used to optimize implementation and use of D365 for ERP and business processes. -Leveraging Copilot in Microsoft Word and Excel during discovery and analysis -Leveraging Generative Help & Guidance within D365 F&SC -Simple use cases for ERP and Dataverse integration with Copilot and generative AI

Agile, Waterfall, Sure Step, Success by Design...How to chose the methodology for the implementation, and how project team's experience plays the most important role in choosing the right approach

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.

See examples of unique reports that you can use back at your office. Compare actuals to budget; sort any data in reports; create forecast reports; and many others. All attendees get report templates to take home!

Microsoft is making significant investments in its Power Platform ALM capabilities, particularly in its vision to seamlessly integrate solutions with source control and native Power Platform pipelines. Over the years, numerous tools have been introduced to offer a wide array of deployment options, tailored to different audiences with varying levels of extensibility. Gone are the days of manual solution deployment. Power Platform pipelines, command-line interfaces, PowerShell modules, Azure DevOps actions, GitHub actions, the ALM Accelerator, and most recently, the out-of-the-box integration with Azure Repositories, all offer a first-class experience in the Power Platform ALM ecosystem. This session will provide a detailed exploration of various deployment techniques and identify which ones are best suited to your needs, significantly accelerating your ALM cycles.

Abstract: This presentation is all about mastering filters in Microsoft Dynamics 365 Business Central to boost your productivity. We'll cover the basics and advanced techniques, from location codes to date-based filters and more. Discover the power of saving, scheduling, and renaming filters for strategic advantages in team efficiency. Real examples will show you how smart filter use can speed up decision-making and transform your daily operations. Description: Get ready for a deep dive into the world of filters in Microsoft Dynamics 365 Business Central! We'll break down the basics and advanced tricks, like using location codes, date filters, and value criteria. Find out how saving, scheduling, and renaming filters can make your team more efficient. Real-life examples will demonstrate how filters can streamline your work and make decisions faster, whether you're dealing with Sales Orders, Items, or Quotes. Join us to level up your filter game!

Learn how security groups and the new capabilities with composable permission sets affect your legacy permission setup. Understand the differences between User Groups, Security Groups, Entra ID Groups and the new permission set structure. Gain insight into how to work through a permission project and a tool that may just make the whole thing a lot easier.

Simple to advanced strategies to make your Power Automate flows run lightning fast. If you're not careful, Power Automate can run sloooow leading to time-outs and impatient users. We'll go over proven and saleable techniques that will 10x the speed of your flows. Bonus! They'll use much LESS code to accomplish the same thing. Speed and Tidiness together: Win-win. We'll use Dataverse, SharePoint and Excel in the demos to make sure it's applicable to everyone's work environment. We'll also explore common pitfalls in Power Automate that lead to unexpected performance hiccups.

Join for an insightful session as we explore real-world implementations of Power Pages for Business Central. In this session, you will hear an in-depth analysis of the journey, highlighting both the successful strategies and the challenges we encountered.

Unleash Your Potential with Microsoft's PowerFx: A Must-Know Tool for Every Power Platform Professional In just three years since its inception, Microsoft's low code love language for the Power Platform PowerFx revolutionized the Power Platform. Understanding this powerful tool is non-negotiable for industry experts. This session Led by Microsoft MVP & Capgemini Lead Consultant Nathan Rose who will guide you through an interactive exploration of all things PowerFx. This comprehensive session will arm you with practical knowledge through live demonstrations that will elevate your proficiency in leveraging this transformative technology across multiple facets of the platform. Session Highlights: -Why Power Fx is special - Master using PowerFx within: * Canvas & Model Driven Apps * Dataverse Formula Columns & Low Code Plugins *Copilot Studio *CLI tools * Power Pages Don't miss out on mastering this game-changing technology that's shaping the future of Microsoft's ecosystem!

Visual Basic for Application (VBA) was classified as “End of Life” in 2019, does not work on the Dynamics GP web client and does not work with newer versions of Windows Server. It is time to move on and replace your VBA code with newer, more stable technologies that work on the web client and all versions of windows.

Imagine a copilot designed specifically to guide our support team through every step they need to take. In this session, I’ll share the journey of creating “Chappy,” a specialized copilot tailored to our unique business processes and the essentials of D365 and AX2012. As a second-level support specialist, my role involves dealing with more complex tickets, training, mentoring and upskilling our first-level team in all things ERP. After a period of illness last year, I sought a solution to assist the team in my absence and reduce our overall workload. This led to the creation of Chappy, a copilot that not only supports our team with specialized processes but also provides basic how-to guidance. Join me to discover how Chappy has transformed our support operations, ensuring seamless assistance and continuous learning for our team.

Join Rachel Profitt to hear the latest and greatest about the Microsoft Business Process Catalog and how it saved a customer thousands of dollars on their Dynamics 365 implementation.

Streamline your end-to-end business processes with D365. Prospect (D365 CE) to Cash (D365 F&O) in dual-write. Through this connectivity and transparency into supply & demand, your teams can put their best foot forward. The presentation will demonstrate how Microsoft Dynamics 365 apps make the prospect-to-cash process smooth by integrating quotations and orders across Dynamics 365 Sales and Dynamics 365 Supply Chain Management. It will highlight the benefits of real-time access to processing statuses and invoice information, enabling efficient management of product stocking, inventory handling, and fulfillment.

This session will guide you through the essential steps to enable telemetry, showcasing powerful dashboards that provide invaluable insights. We will cover cost management strategies and techniques to control telemetry data, ensuring you are not overwhelmed by non-relevant data. Learn how to limit signals, set daily caps, and filter events with Data Collection Rules. Discover how to determine which signals to prioritize, and master Kusto Query Language (KQL) to unlock its full potential for data analysis and visualization. Finally, we will explore creating telemetry alerts and delve into advanced visualization techniques for telemetry-driven implementations, empowering you to maximize the benefits of telemetry in your Business Central environment.

Join us for an informative session aimed at demystifying the world of data management. We'll explore the basic principles of data quality and its practical implications. We'll start by defining what makes data good or bad, using straightforward examples to illustrate key concepts. From there, we'll discuss essential steps for managing data effectively, including establishing governance frameworks and validation processes. Drawing from real-world experiences, we'll delve into common challenges faced in data management and share practical tips for overcoming them. Additionally, we'll discuss the importance of using different levels of data granularity and when to apply them in various scenarios. Finally, we'll open the floor to your questions, encouraging an interactive discussion where you can share your experiences and learn from others in the field. Join us for an engaging session that aims to equip you with actionable insights for navigating the complexities of data management.

Seemingly out of nowhere a solution, product, or service bursts onto the scene with fireworks and excitement. Huge value appears! With it are big smiles on the faces of customers and stakeholders! BUT HOW DID THEY DO IT? It almost feels like a magic trick! In this session, we will reveal the secrets behind the Magic of Value so you can also perform this trick and delight your customers! If you're a developer, business leader, business analyst, product owner, designer, or anyone interested in value and delighting customers, this is for you! We'll take you behind the scenes of magic trick by giving you a framework to break down how to: • Define value and reveal what the audience will see. • Engage stakeholders to position the trick and set expectations. • Design the ‘magic’ with people, process, and technology. • Execute with Flair! Perform the trick with showmanship to involve the audience. Join us to uncover the secrets of value magic and start performing your own!

In this session, learn how Dynamics 365 Customer Insights serves as the single answer to all of your marketing needs. Take a tour of its core functionality, including unified customer data, AI-driven segmentation, predictive analytics, and personalized customer journeys. See how a business can make the most of these by crafting omnichannel targeted marketing campaigns that better engage customers and optimize ROI within one integrated platform.

In the 2023 Release Wave 2, the Dynamics 365 Field Service app underwent a significant overhaul with a refreshed user interface to manage work orders that saw the demotion of the Timeline from the main General tab, and the replacement of the Business Process Flow (BPF) with the new Dynamic Booking Card. This session explores that starting point in the transformation of the First Party apps’ user interface, then works through both the 2024 Wave 1 & Wave 2 Releases, to understand how its future direction is going to transform how we and our customers gather, hold and interact with key data.

Low on resources, big on ideas? Discover the power of triggers in Customer Insights. With no developers and no code, you can automate tasks, streamline workflows, and boost productivity. Imagine a world where your wildest automation dreams become reality. The highly intuitive interface makes it easy to set up and manage triggers, so you can focus on what matters most. Don't miss out on this game-changing opportunity. Learn how triggers can transform your business today.

In this session I’ll talk about: - Quick overview of the new Unified admin and developer experiences - Git or TFVC? And why Git! - New ALM tools: YML pipelines and automated releases to production! - Power Platform CLI: meet your new automation friend. With LCS being replaced there are some changes that F&O consultants need to know, and I’ll try to cover them here.

In today's data-driven world, understanding Azure Storage is essential for leveraging the full power of cloud computing. Azure Storage offers a versatile suite of storage solutions, including Blob Storage for large-scale unstructured data, File Storage for managed file shares, Queue Storage for asynchronous messaging, Table Storage for scalable NoSQL data, and Disk Storage for virtual machines. This guide explores the different types of Azure Storage, their use cases, and benefits. It also delves into critical aspects such as security, compliance, cost management, and real-world applications. By understanding these concepts, businesses and IT professionals can optimize their storage strategies, enhance scalability, and drive efficiency.

One of the key strengths of Power BI is its ability to discover and detect outlier or unusual data. Ever experience Stuck Batches? Phantom records? Incomplete SOP transactions? Broken Purchase Orders? Duplicate keys? Ease the burden on your GP Administrators and provide more transparency and quicker attention to adverse data situations in some of the most important database tables in Dynamics GP. In this session we demonstrate how and why Power BI is the perfect tool for transparently providing helpful information to any GP user and how it helps lower the burden on your SQL DBA.

Learn how the new Warehouse only mode features can be used to support Shared warehousing and 3PL scenarios and also act as a separate Best of breed warehouse system, which enables a number of new opportunities to engage with different customer profiles.

Personalized communication helps cut through the daily clutter asking for our attention and companies are trying to prove they "know their customers" with relevant communications across Marketing, Sales & Service. But what if your company is already using the Customer Engagement (CE) apps within Dynamics 365, do you really need a Customer Data Platform (CDP) to make a 360* view of each Customer? Let's chat and explore the ideas of CDP's and Dataverse. How are they the same? How are they different? Do either actually matter? Thoughts are my own and meant to spark thought & discussion.

Navigation Lists can truly streamline processes within Dynamics GP. Come see what you're missing if you're not using Navigation Lists. (Spoiler alert - you're missing easy, selective reporting among other things!)