Want to know the ins and outs of the only 100% real-time solution connecting Microsoft Dynamics 365 CE/CRM and Finance & Supply Chain? D365 experts, Tamerah Ast and Britt Briscoe have the skinny for you. They have learned what works the hard way and want to save you time and frustration by sharing their learnings.

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.

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.

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.

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.

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.

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!

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.

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.

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.

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.

In this session we discuss what to expect after going live on Business Central, drawing from 20 years of implementing Microsoft products. Topics include, how to control support costs, data stewardship, continuing education, and what to do with those left-over initiatives from the project. The session begins with surviving your first month end and first bank reconciliation, then moves on to discuss SaaS upgrades and post-go-live best practices.

While we often consider digital transformation projects ‘technical’, the change success formula reminds us that successful change is 50% people dependent, 30% process, and only 20% about the tool/technology. If your people aren't on-board, the technology won't be used, and that's money down the drain. Enterprise projects need a designated “Change Manager” to be the voice of the project to all stakeholders AND to be the voice of the stakeholders to the project team.

It seems that we have come full circle, with most companies today selecting best-of-breed apps and then integrating them to work together. But there are integrations and then there are kick-ass integrated solutions! In this session, we will cover five elements of an integration that you should always consider in order to have your company singing your praises for generations to come.

For those who are considering a new software implementation. This session is for anyone who has never implemented, or has failed at implementing, software. Suzie, an ERP solution consultant, and Tiffany, a project manager, will share key lessons learned, tips, tricks, and gotchas to prepare for in an implementation. Through this session, we will explore the importance of requirements gathering, clean data, testing, and other elements that may bring better success to the project.

Building tools for XrmToolBox is fun, easy, and rewarding! Ultra-Hands-On: - Basic XrmToolBox framework - Third Party Custom Controls - Dataverse - Imagination We will also use a few new tools from the tools (what??) - using what has already been created in other tools... My question to you: If you do a bit of coding - why don't you create an XrmToolBox tool?!? A tool could be used only internally, or it can be published for everyone to enjoy it!