Jim
Managing Dynamics 365 F&O (AX) ERP Implementations using Azure Dev Ops
This session will cover tried and true methods of setting up Azure Dev Ops (ADO) for your Dynamics 365 Finance and Supply Chain ERP Implementation.…
Increase your Supply Chain Visibility and Maximize Item Profitability with the new Landed Cost Module in D365
The new D365 Landed cost module released in April 2021 contains a multitude of functionality that can be applicable to many organizations. Increase your supply…
Inventory Visibility Add-in for Dynamics 365 Supply Chain Management
In this session I will show you how to configure and use the Inventory Visibility Add-in for Microsoft Dynamics 365 for Supply Chain Management. “The…
IoT + ERP = ? – What can we do with IoT and ERP
Microsoft has already include some feature for you in D365 FO that integrate ERP. After reviewing these features, is there anything else we can do?…
Lean Manufacturing with Advanced Warehousing in D365 Supply Chain Management
Come see how Advanced Warehousing can be used in conjunction with Lean Manufacturing to offer your business the best of both worlds. In this session…
Lot/Batch Management: Tips and Tricks
Back by popular demand! Lot/Batch Management is critical to any Process-related industry. This session will provide you with Tips and Tricks that you would need…
Machine Learning in Under 60 Minutes
Machine learning is a vast topic that is gaining adoption more and more in the workplace. Understanding what is available can help to determine how…
Maintaining Your Implementation Momentum
Now that the Big Bang is over and you are live on the AX or D365 foundation and core modules, the hard part is done.…
Management Reporter: 50 Tips in 50 Minutes
In less than an h​our, learn over 50 tips and tricks used by Management Reporter users in handling their financial reporting requirements. Sort data. Run…
Managing Security through a Dynamics 365 Implementation
In this session you will learn how to build a strong financial application security program and the components required to manage risk and ensure your…
Managing the People Side of Change on a D365FO Implementation
Implementing D365 F&O can be a daunting project and leading the people side of change during that implementation can be especially challenging. Implementation requires many…
Master planning: Where do we begin?
Tight timelines and budgets, limited scope and resources, and master planning got left to the wayside? Or maybe you’re just getting started on your implementation…
New Features in the Project Management and Accounting module for Dynamics 365 Finance
In this lecture, we will cover new features in the project management and accounting module. Â There have been some significant enhancements in the last year,…
Oops – I posted. Now how do I back that out?
Dynamics 365 Finance/Operations can be a very complex system with many documents all tied together once you successfully post directly to the ledger or to…
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. Â Microsoft recently released a brand new rebate management module in D365 which offers new ways to address these requirements. Â 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…
