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Implementing Asset Management through your Supply Chain
Explore the seamless integration of Asset Management within Microsoft Dynamics 365 for Finance and Operations. Learn how to link your maintenance department effectively with key…
Integrating Asset Leasing with D365 Finance Modules
The Asset leasing module is one of the newer D365 F&O modules, and while it is incredibly useful on it’s own, there are more features available…
Help! I’m unbalanced, and I can’t close!
In this session we will take a look at how to verify your modules are in balance with the general ledger. This will include Inventory,…
Power BI Performance – 7 Deadly Sins!
Congratulations! You’ve built your shiny fancy Power BI report and your charts look terrific. But, your data refresh takes forever…Or, your report is utterly slow…
An Introduction: Generative AI Apps using Azure OpenAI Studio
A general overview and step-by-step walkthrough on creating generative AI apps. Harness the cutting-edge power of OpenAI Services through Azure Open AI Studio. Learning Objectives: …
Addressing Warehouse Management Limitations through Process Adaptations, Not Customization
In this session, we’ll delve into the common challenges faced in a D365 implementation and explore how to overcome them without relying on costly customization.…
Using Customer Insights Data to Support Sales and Service in Dynamics and Power Apps
In this demo-heavy session we will dive into how to configure Dynamics 365 Sales, Marketing, and Service apps to surface Customer Insights data to the…
Utilize Ledger Allocation Rules in D365 to Automatically Distribute Balances between Ledger Accounts
This session will show how you can utilize ledger allocation basis and ledger allocation rules to maximize your allocations in D365. We will cover how…
Governing Power Platform
As organizations increasingly adopt Microsoft Power Platform to empower citizen developers and accelerate digital transformation initiatives, the need for effective governance becomes paramount. Without proper…
Management Reporter: 50 Tips in 50 Minutes
In less than an hour, learn over 50 tips and tricks used by Management Reporter users in handling their financial reporting requirements. Sort data. Run…
Code Power: Elevating Automation with Inline Code in Power Automate
Elevate your automation capabilities by harnessing the power of inline code within Power Automate. This session will explore the innovative ways in which developers and…
Power Apps Life Hacks! Tips, Tricks and a Beginners Jump Start!
Life Hacks are designed for the end user to save time and be more efficient. Join me for this session to learn better ways to…
Introduction to Power BI
Detailed overview of Power BI, Including how to access and preparing data, using Power Query to cleanse your data along with data modeling, creating out of…
Leveraging Dynamics 365 Customer Service and Power Pages for Enhanced Support and Case Management
In this presentation, we will explore how Dynamics 365 Customer Service can be used for internal support and case management as part of a help…
Data Preparation for AI in Finance: Strategies for Success
While AI has become a common feature in software solutions, its application within the finance function lags other business areas. AI can streamline repetitive corporate…
Planning and Power BI – Do You Have a Strategy?
Effective planning is the cornerstone of organizational success, and Power BI serves as a powerful tool for visualizing data and driving informed decision-making. However, the…
Power Apps to Power BI and back, with Fabric – technical how-to
The Microsoft Power Platform is fantastic for rapid application development and data collection. Often, there is a need to integrate data from Power Apps into…
When AI Meets Low-Code-No-Code: Empowering Users without Forsaking Administration & Governance
This session explores the limitless potential for Microsoft Copilot and the Power Platform to empower your business. Moreover, Power Platform and Copilot can be used…
It’s all about the 👍 (Approvals!)
Are you grappling with disapprovals from your Approval flow due to inactivity? Struggling with errors in your approval processes? Whether you’re integrating approvals with Power…
Canvas vs. Model-Driven Power Apps
Join us for an insightful session where we dive into the world of Canvas Apps and Model-Driven Apps in PowerApps. PowerApps is a powerful low-code…
Summit Soundbites
Latest Copilot Episode
AI Copilot Podcast: Microsoft Ignite Highlights with Volt Technologies’ Mason Whitaker
The Microsoft Ignite opening keynote included a range of announcements as well as extensive talk about agents and Copilots.