Ms. Laura Jacobowitz describes how to convert a visitor to a member in the Community Summit North America 2022 moment.

In this Community Summit North America 2022 moment, Mr. Ron Summers, President, Tiguana LLC, demonstrates how to export various tables into the Azure Data Lakes environment from Dynamics 365 FO.

Steven Chinsky, Manager - Operations and Supply Chain, Wipfli, explains the new name changes for various Microsoft products.

Anthony Rice, Director, RSM, explains how to set up a vendor in Dynamics GP in this Community Summit North America 2022 moment.

Geoff Ables, Managing Partner, C5 Insight, explains why C-Suites should remain engaged with a CRM, but be careful not to manage it.

Rick Doss, Senior Presales Solution Architect, describes the functionality Microsoft has enabled in Dynamics 365 Finance and Operations.

Rick Doss, Senior Presales Solution Architect, Hitachi Solutions explains how to work smarter, not harder, in Dynamics 365 F&O.

Ting Ma, Senior Application Consultant, TMC, explains the three components of Workflow - templates, approvers setup and notifications.

John Brennan, Manager of Managed Services, sa.globa, explains the importance of soft skills in IT.

Steven Chinsky, Manager - Operations and Supply Chain, Wipfli, describes how to release a production order to a manufacturing facility using Dynamics 365 BC.

Compare and Contrast use of posting groups vs dimensions. How do each impact financial transactions? Which should you choose can be dependent on your organization. Which one would help you reach your goals? Bring your questions, concerns, and let’s discuss.

Cindy Lu, Project Manager, Dynamics 365 BC, Technology Management Concepts, discusses the pros and cons of Power Automate.

David Laster, Director, Software Solutions (GP/BC/PBI), GraVoc, offers important considerations to ensure a Dynamics GP upgrade is a success.

Tayna Regna, Engagement Manager, Western Computer, describes the various uses of Dynamics 365 CE/CRM.

Corey Bakhtiari, Global Director of Programs and Product Development, Argano, defines compliance within the context of Dynamics 365 Finance and Operations.

Microsoft has released artificial intelligence and reporting apps for the Dynamics 365 CE product suite. These apps (Sales Insights, Customer Insights and Customer Service Insights) bring a wealth of decision-support power to Dynamics 365 users. But they can be overwhelming and challenging to understand. In this session we will explain each of the Insights apps, what they do, when to use them, and deliver over a dozen "bite sized demos" you can reference after the session to dive deeper.

It's easy to silo marketing and sales teams, but sales and marketing alignment works best when both teams are working with the same information. Whether you use Microsoft Dynamics CE, CRM or Sales, you can leverage your sales data as part of your marketing automation strategy and your marketing data to move prospects through the sales funnel. In this session, we will look at how sales teams can leverage the information marketing feeds into CRM and vice versa.

During this session, we will demonstrate how to electronically sign PO PDF documents without downloading, printing, scanning, and sending to the approver. Using your available tools, we will show you steps to send the PO document for approval, and, with ONE click, attach the signed document to the PO!

Have you ever had a question you wanted to ask a Microsoft Most Valuable Professional (MVP) but didn't have the opportunity? Now you do! Join this session to have a face to face chat with numerous North American D365FO Microsoft MVPs as we go over what the Microsoft MVP program is, what the process to become an MVP looks like, as well as other questions surrounding D365FO you may have. This will be an interactive session so be sure to bring your questions!

John Brennan, Manager of Managed Services, sa.global, describes the importance of soft skills in IT. Specifically, Brennan discusses the importance of effectively prioritizing.