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.

In this session we will look at the options you have if you’re currently running Scribe Insight integrations. eOne Solutions’ SmartConnect, Dynamics GP Integration Manager and/or using .NET development are all strong options. Join us to take a look at the pros and cons, discuss the steps needed to successfully migrate away from Scribe and set yourself up for success with your integration needs.

A big challenge for the year and for the upcoming decade is to secure IoT. IoT cybersecurity is a growing concern for manufacturers and healthcare organizations. Learn about how you and your organization can prepare for the proliferation of connected devices as it undergoes continuous and rapid transformation.

Do you have a GP question to ask? Not sure who to ask? We’ve assembled a group of experts that are here for you! You don’t want to miss this opportunity to get feedback form an incredible panel. Topics of expertise include GP roadmap, upgrades, integrations, customizations, payroll, ISVs and so much more.

How do we translate our data into something we (humans) can understand? The answer is data visualization, although a lot of the data visualizations are unfortunately not optimized for human consumption. Let’s stop wasting valuable time. You’ll learn how to recognize misleading data visualizations and how to avoid them. Based on practical examples you’ll learn 9½ tips for awesome visualizations in Power BI. You can instantly apply them to all your Power BI reports and dashboards.

Are you looking to improve your budgeting and forecasting process? Attend our session for tips, tricks and best practices that will help you continue to use Excel while also showing you how to streamline your budgeting and forecasting cycle, capture more meaningful information, and reduce the work required to manage the process.

This TechTalk will cover the new features in Dynamics 365 Supply Chain Management that were introduced in Wave 2 2022, which will cover the October 2022 through March 2023 timeframe.

The panel will cover various support issues experienced in GP and how they can be resolved by a GP Super User. We will provide a live presentation of each support issue and go through the steps necessary to troubleshoot and resolve it without needing to involve others. We will discuss 'best practices' when addressing each issue to ensure the proper results. Attendees will be provided a copy of the Panel's presentation along with handouts of each support issue .

If you are considering an eventual move to Business Central from GP, this session series is a must! In Part 1 of this two-part series, we explore the reality that these two systems do not provide a 1-1 experience. We’ll dive into differences in user interface, terminology, reporting, and more, and by the end of this two-part series, you will have a firm grasp on the variations between these two systems so you are prepared for an eventual transition to Business Central.

When migrating to the cloud, sometimes on-prem CRM integrations need to be reintegrated/updated for the new environment. This talk will go through the process of hoisting a CRM integration application from on-prem into the Azure cloud - and the host of tips and tricks learned along the way.

What does Synapse contribute, how do we use it, and how does it interact with Power BI? Learn how these two data technologies synergize together with a demo, some best practice advice, and tips and tricks for supercharging your data analytics.

We will review 15 tips to enhance user adoption at your organization. Tips will include: end user tips, configuration tips and training tips. Tips will include: forming a group of end users/champions, configuring field-level mapping, using calculated & rollup fields, PCF/UI controls, Power Automate, Dynamics 365 App for Outlook, model-driven apps, role-based learning for training and creating a variety of training materials.

We will talk through how certificates work, what you need, and how EVERY organization can start doing this correctly, today. This is already used and expected for most of your applications and services but there are a number of areas where it requires a little interaction. Here we will start with an understanding of what a certificate is, and then explain how you can go about working with them.

Dynamics 365 keeps changing with new releases coming at us each month. How ever do we keep up with all the new features and tools available in D365 specifically for warehousing? Let me guide you thru the new features in Dynamics and show you which are valuable to implement and which may be worth waiting on.