Take your workflow to the next level. While D365BC has some native out-of-box functionality for workflow, some find the workflow approval level too complex to manage. Explore the possibility of extending workflows by using PowerAutomate.

Listen to Paul Swider, CTO of RealActivity, as he discusses Microsoft Cloud for Healthcare on the first stop on a three-continent tour.

In this customer success story, we will be covering how from CRP1 until Go Live, the importance of Task recordings for a robust Regression Suite Automation Tool (RSAT) testing for system updates. We will also, cover our CRP test scripts, and how they relate to LifeCycle Service - Business Process Modeler library.

Poor data quality is an issue that continues to plague CRM systems. However, with the ever-increasing value placed on quality data, ensuring your Dynamics 365 Sales system is free of duplicates and contains quality data is essential to the success of your business.

The Dynamics 365 Customer Engagement (Field Services and Customer Service) has transformed Philadelphia Housing Development Corporation from an organization that had a patchwork of disconnected system to a modern, field enabled organization. This transformation allows PHDC to now spend more time focusing on their mission to help residents stay in their homes while supporting repairs that may be needed.

The goal of this session is to showcase a few ideas using built-in tools to enable you to become more efficient in using Dynamics 365 Finance and Operation. Regardless of your position and use of Dynamics 365 Finance and Operations, there are several time saving steps that will be shared. There is always something new in Finance and Operations.

In this presentation, attendees will learn about how to meet external financial auditor's requests by utilizing AX 2012 and D365 F&O's existing features rather than re-inventing the wheel. Furthermore, to continue down the path to compliance, attendees will learn some standard forms of internal controls and how they are implemented using existing features in AX 2012 and D365 F&O.

Having a winning strategy helps with any endeavor and successfully completing a Dynamics GP upgrade is no different! While the upgrade may run overnight, the planning for it does not. I have been involved in well over 300 upgrade projects and want to share the most important experiences and best practices I have. We'll discuss topics like sys reqs, hardware/hosting, test upgrade, ISV products, integrations and customizations, What's New resources, user acceptance testing, and go-live support.

IT can’t hire developers fast enough and several apps are too small to be worth the investment. What to do… Third Player has Entered the Game: Citizen Developers IT has identified the Power Platform to empower users to build their own apps/processes. BUT WAIT! How will IT control what is being built? Take a breath partner, the winds of Governance are here to help! We will talk through the importance of Governance and how it can be applied to your system before it becomes the Wild West.

D365 Sales is the perfect platform to track members and contacts for your non-profit organization. Use it to store each member's interests, to cultivate prospects into new members, track events you have scheduled, and track fund raising campaigns. The integration with Power Platform to automate messages to members and the integration with Financial Systems such as D365 Business Central provides endless possibilities. Come see a custom product built on D365 Sales specific for non-profits.

Costing got you down? In this session, we’ll discuss the costing methods available in Business Central. We will also survey the key decision points for determining the best method option for your business.

GP Power Tools is the Dynamics GP Administrator's favourite tool to help with the smooth running of their systems. This session uses real life examples to demonstrate of GP Power Tools will make life simpler, by easily solving pain points and enhancing the user experience. Come see how managing user licenses and administering application level security can be a breeze, how to ensure your system is optimized and avoid upgrade issues. See what’s new in the latest GP Power Tools build.

It's "Who Wants to Be a Millionaire?", but with a Microsoft Dynamics AX/365F&O twist! Put your solution knowledge to the test and challenge your peers during this live game show event. Join us for a fun and educational session full of learning and prizes!

What if I told you there is a tool already built into GP that will save you from mundane repetitive entry? There is and it has nothing to do with a KETO diet! It’s Macros….a heavily underutilized feature of GP! When used in combination with Microsoft Word and Excel you can fly through repetitive entry.

If you are newer to the conference or simply eager to learn best practices from Community Summit veterans, you do not want to miss this session.

Our panelists, even with their immense experience, still encounter failure when working with Dynamics 365 CRM or the Power Platform. Nothing ages a person faster than taking down production or deleting massive amounts of data. Panelists cry and laugh as they share similar experiences. Best of all, panelists also share their lessons learned and how to avoid the same pitfalls.

Introduction to Shopify connector

If you are new in manufacturing or new in Business Central production module, it will be the right session for you.

Discussion of the various types of needed data repair, best practices on how to perform the data repair and which repair tool is best for which type of repair. We'll also discuss tips and tricks around repairing data and give out links and tools for performing the repairs