In this session, we'll cover must know administration configuration: Business Rules, Business Process Flows and Calculated/Rollup fields. We will define when each can and should be used and walk-through examples for how to build them and how your end users will interact with them. At the end of this session, you will be able to configure all 3 in your own environment effectively.

This session will cover tried and true methods of setting up Azure Dev Ops (ADO) for your Dynamics 365 Finance…

The Cost Accounting Module helps companies to make informed business decisions and provides important insight into an organization. This demo will show how to configure a Cost Accounting Ledger in the Cost Accounting Module and apply different policies to that Ledger, such as Cost Behavior, Distribution or Allocation policies.

Diversity, Equity and Inclusion (DEI) has come to center stage after the summer of 2020, but it may still seem like something only giant companies have to think about. In this session, we will cover what DEI is, why it's so important for every size of organization, and tips to get started.

Still trying to maneuver through over 40 modules every day in D365? Come to our session and learn how to make your life easier and become more productive. With the new D365 user interface, you can quickly build your own workspaces, create your own views, add totals to your D365 grids and impress your colleagues. After attending our session, you will be the envy of your workplace and can actually take lunch every day!

LifeHacks are designed for the end user to save time and be more efficient. Join me for this session to learn better ways to get the job done and show off your new Excel skills back at the office! We will cover everything from formulas to charts - and we will have a blast doing it too! Join me for this fast and fun session to cover over FORTY tips and tricks for Excel!

3rd-party AP Automation tools can help your AP team enter and review AP Invoices but what is the best way to get this information into D365? A new feature within D365 aims to solve this problem by reducing the need for AP to work in two systems. AP Automation processes in D365 allow for automatic matching and submittal of imported invoices to workflow.

Did you ever wonder why one would use a formula vs. a BOM? Have you heard that Formulas provide additional capability above and beyond a BOM? This session will demonstrate a head to head comparison of each element highlighting how they are similar and where they are different. This session focuses on benefits of each option. Come see who will win this challenge!

CRM can deliver higher win rates, more loyal customers and accelerated marketing. But as much as 90% of the time, CRM projects fail to deliver on those results. If you're starting a CRM project, struggling, or just searching for ways to improve - this is the session you need to attend. You can deliver a CRM solution that not only boosts performance - but that your team loves to use.

3 people compete for the title! Learn GP tips and tricks in this fun and interactive competition.

An insight into what it takes to be awarded and maintain Microsoft MVP (Most Valuable Professional) status. David Musgrave takes you through his long journey to becoming a Microsoft MVP and describes what lessons he learned along the way. Warning: This session includes lots of Microsoft Dynamics GP history, old computers and robotics.

Implementation doesn't have to be a heavy lift or overly complex. In this session, you will learn how to implement production and distribution with minimal effort and a simplistic design, while still capitalizing on advantages of mobile transacting.

Are you struggling to create a SharePoint Site (or even an entire Intranet) that is beautiful, simple, dynamic and that keeps your users coming back? In this how-to, follow-along workshop, you’ll learn how to create a beautiful and functional SharePoint site using Teams, SharePoint and more!

Join this panel discussion to learn how simple shifts can create a safe and welcoming environment for all women in your industry. Hear stories illuminating some common, but largely unnoticed or un-acknowledged behaviors which contribute to the lack of representation today….and, more importantly, how we can all change the trajectory and create a better environment for everyone.

In this session, you will learn the different ways you can leverage the Power Platform to optimize your business processes in Dynamics 365 Finance and Operations apps. You will have the opportunity to hear how organization are using the platform and best practices for getting started.

Are the users in your organization that need to approve workflows never really in D365? Would e-mail based approvals of workflows help your organization decrease approval times? Utilizing PowerAutomate and the Approval application, workflows in D365 F&O can be completed in a users email without ever needing to open D365.

Remember your demo of Dynamics 365? The dashboards looked so helpful, intuitive and even exciting? But a few years in, they aren't as useful as you had thought, creating new ones is frustrating, and maybe they've become overly complicated. In this session, you will learn how to fix all of that. You'll learn the value of the included dashboards, how to create a first generation of truly helpful dashboards, and 2 more generations of dashboards that will change the performance of your team!

How Clarkston helped Consumer Product clients to leverage data as an asset, built user-intuitive dashboards and KPIs that can be easily shared with their external partners via PowerApps Portal. This session will focus on a case study where the overall solution includes integration of PowerBI with PowerApps Portal, and customizations, followed by a live demo & key learning from such implementation.

D365 F&O ERP Implementations are highly complex. Balancing budget, scope, timeline, and resources are exceedingly difficult when designing an end-to-end solution impacting many business functions. This session will be focused on tactical, realistic ways to lower your costs and move faster toward go-live. If you are starting a project or in the middle of a project, this session is for you!

This session will deep dive into what is a “War Room,” and why it is a necessity in ERP implementations. We also will cover how to organize and motivate a team to stride as a single force in a war room, including a psychological analysis of what brings that team together.