In this session, we will review the most common security-related mistakes, aka Gotchas, companies make when upgrading or implementing Dynamics 365 F&O. Sometimes these mistakes aren't intentional, other times they occur due to lack of security model or partner knowledge. From who owns security, to who should implement and maintain it, and everything in between, we will provide proven project approaches and specific techniques/tips that can keep you and your company off the security gotcha list.

Join other Microsoft Dynamics Finance & Operations (AX/F&O) users at Summit at the F&O General Session as we talk all things product release, project roadmaps, and strategy! At this general session, we are also going to be doing an All-Star Awards ceremony to recognize our community leaders. Lastly, bring your best customer highlights and stories so that we can share our wins!

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!

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!

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.

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.

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.

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.