Dynamics Communities
Process Manufacturing in Discrete Environments? Why Would You Ever….
In this session we will review the benefits of using process manufacturing concepts for a discrete manufacturing process. We will review the pros and cons…
Reconciling inventory to the general ledger
Reconciliation of inventory to your general ledger inventory accounts can be a headache during your month end if you are not familiar with the strategies…
Retail and Warehousing: The Biggest Areas for Change in Dynamics 365 F&O (AX 2012 Upgrade Series: Part 3)
Not specifically an upgrade session but talk about all the new features in Dynamics 365 F&O, plus recent changes. Also talk about challenges and opportunities…
Saxco Case Study: Using Multiple Master Plans
This is a fun, interactive class exploring the use of three different Master plans moving away from the classic dynamic and static plans. This case…
Security and Report Distribution with D365 Financial Reporting
Security and Report Distribution are important considerations for handling your financial statements. D365 Financial Reporting lets you easily control who has access to reports and…
So you want to be a Dynamics consultant?
So, you want to be a Dynamics consultant? Maybe you are an end user of Dynamics products, or a business analyst, or just have a…
Software deployment automation in D365 F/SCM: What are you missing?
What are you missing? In this session geared toward code admins and developers, we will take a brisk walk through an Azure DevOps (AZDO) and…
The Intersection of Customer Service and AI Builder
Admins, super-users and citizen developers need this super tool. AI Builder maximizes timeconsuming and redundant business processes so the team can focus on more important…
The Power of Power Automate demonstrated: How we built a no code integration using Dynamics 365 Customer Engagement and QuickBooks
Learn how we were able to build a no code integration between D365 CE for Sales and QuickBooks in just a couple of days leveraging…
To Rebate or Not To Rebate: New Rebate Management Module Demystified
Rebating requirements can be complicated. Microsoft recently released a brand new rebate management module in D365 which offers new ways to address these requirements. Learn…
Top 10 things every Solution Architect MUST KNOW
This session is not just for Solution Architects but those who aspire to become one someday as well. Understanding all of the products, features, and…
Understanding Bank Reconciliations in Business Central
Business Central contains two different methods of reconciling bank statements. During this session, we review each of these methods and review how to import bank…
Tools, Tips and Browser Tricks to Troubleshoot Dynamics 365 Customer Engagement Power Apps
During this interactive session we will be exploring useful tools available within the XRMToolbox along with useful browser extensions and apps available to the Dynamics…
To Customize or not to Customize
A walk through of customization options versus configuration options within D365 Takeaways: 1- Gain insights into when it makes sense to configure versus customize…
The Power of D365 Sales
In this session I will discuss the most important components of Dynamics 365 Sales and Sales Insights. I will discuss how they work and how…
The Data Shows No Emotion: Four Focus Areas to Achieve CRM Data Quality.
The single most important factor to the success of a Customer Engagement implementation is the quality of the data available to the end users. Users…
The Apps of Wrath: Migrating from Dynamics On-Premise to Online
A lot of organizations are planning to migrate from Dynamics 365 for Customer Engagement (aka CRM) on-premise to online. But the journey is not quite…
Sales Tax Round Table
This session will bring together sales tax experts to discuss and answer questions on; 1. Trends in Sales and Use Tax Compliance 2.…
Optimize customer interactions with the schedule board
For many customer facing organizations scheduling times to meet with their customers and then rescheduling the meeting times can take a significant amount of effort.…
Model-driven what?
Join us in this session for a tour of model-driven apps. See the OOB features and customization options and how to use model-driven apps to…
Making the most of your website with Dynamics Marketing
Explore how your team can track web traffic with dynamics marketing, automate your response to their behavior, and use scoring to pass interested customers to…
Making the Leap to Dynamics 365 Marketing
Tired with patching together your digital marketing solution with disparate 3rd party tools? Now is time to make the leap to Dynamics 365 Marketing and…
It’s About Time: Better Activity Management with D365
Learn how to improve adoption, analytics and AI through better activity management Most teams struggle to get full adoption of activity management. Users often…
Is the Marketing App Just for Marketing?
Most users think the Marketing App is just for the Marketing Team, but is it? We will discuss the types of communication your organization should…
I’m still On-Prem, which Online tools can I use?
This session details how to take your Dynamics 365 Implementation to the next level. These tips are all about “the finish” high level professionals put…
Enhance Dynamics 365 CE Collaborations with Microsoft Teams
Enhanced integration between Dynamics 365 CE applications and Microsoft Teams helps creating a more connected and engaging experience for collaboration across business organizations. Whether you…
Dynamics 365 Customer Service Unified Routing
Customer service managers are constantly searching for more efficient ways to streamline management of incoming service requests, and the backbone of any customer service center…
D365 Financial Reporting: 50 Tips in 50 Minutes
In less than an hour, learn over 50 tips and tricks used by Dynamics 365 Financial Reporting users in handling their financial reporting requirements. Sort…
D365 Field Service Mobile – Upgrade journey to Microsoft’s Power Platform-based app
Come join me as I share my first-hand experience as the leading consultant on a Field Service Mobile upgrade project. If your organization is using…
A Field Guide to Field Service: Demo, Pros/Cons and Gotchas
Dynamics 365 for Field Service, now on version 8.x, has come a long way since Microsoft first acquired the FieldOne solution and renamed it. But…
