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SmartList Builder/SmartList Designer: How Best to Get the Data You Want Out of Dynamics GP
During this session, we’ll review how to use Smartlist Builder and Smartlist Designer to create lists that can include data from anywhere within Dynamics GP…
Understanding Company Chain in Dynamics 365 for Finance and Operations: Use Cases and Setup Guide
Demystifying Dynamics Licensing – who needs what?
What do my sales users really need? Do my executives need access to CE/CRM at all? Everyone knows Microsoft Dynamics CE/CRM, PowerPlatform, & PowerBI licensing…
Revolutionizing Revenue Operations with Dynamics 365 CE and the Power Platform: A Guide to Effective RevOps Strategies
Companies that implement Rev Ops often see double-digit increases in revenue, efficiency, win rates, and customer satisfaction but since it’s not a “product” – it…
How To Supercharge Your Lead Generation Engine with Marketing Automation
This is a co-presentation with a Microsoft Dynamics end customer about how they utilized Microsoft Dynamics365 Sales and a marketing automation platform to do list building and…
I’m a New Dynamics 365 CE/CRM Admin – Now What?
You were recently asked to be the Dynamics 365 CE Admin, or perhaps also Power Apps. Congratulations! But where do you begin? That’s what we’ll…
Maximizing Dynamics 365 Field Service Efficiency with Advanced Configuration Techniques
Join Microsoft MVPs Dian Taylor and Scott LeFante for this fun and informative session. In this session, we will show configurations we’ve implemented to enhance field service functionality.…
Power BI + Dynamics 365 CE: Unleash Your CRM Data to Make Better Decisions
In this session, you’ll learn to go beyond the dashboards built into Dynamics 365 CE/CRM to use Power BI to fully realize the potential of…
10 things That You Should be Doing with Your Power Platform Center of Excellence (and other kits) Right Now!
Are you feeling wide-eyed after installing the Center of Excellence (CoE) Starter Kit? There are so many features and options in the CoE Starter Kit…
GP User to GP Superhero – 2023 Edition
Join Amber Bell as she shows her newest tips and tricks to turn you from an average Dynamics GP User to a GP Superhero! Tips…
Chat Chili: Spice Up Your Dynamics 365 CE/CRM and Power Platform Experiences with a Dash of Copilot and a Pinch of ChatGPT
Generative AI, like ChatGPT, is taking the world by storm. Microsoft has harnessed this powerful tool combined with your company’s data (Microsoft Graph) to enable…
Automating Your Dynamics 365CE/CRM Performance: Power Automate v Business Rules v JavaScript v Plugin
Power Automate, Workflows, and Business Rules are the most common out-of-the-box features used to automate the performance of your CRM environment to go the extra…
Data Analytics Architecture Options for Dynamics 365 F&O/AX & CE/CRM
Are you struggling to understand your options to collect data from Dynamics FSC (formerly F&O) and the Dataverse that underpins the Power Platform to populate…
15 Things You Should Know How to Do in Business Central
Grow your confidence in Business Central and become more self-sufficient! We will present fifteen frequent functions for users to learn to do on their own.…
Understand the Basics of Enabling Retail & Commerce Functionality in F&O, Even If You Aren’t A Retailer
So, you’re already leveraging the power of Microsoft Dynamics 365 Finance & Operations, let’s explore what it takes to extend your existing deployment to leverage…
Dynamics GP Security Simplified
Security in Dynamics GP can be challenging, and the roles included provide excessive access and don’t adequately address internal risks. This can lead to instances of…
Become a PSTL Pro with Dynamics GP!
Intimidated by all the options included in the Professional Services Tools Library (PSTL)? Don’t be! You already own these tools, so why not learn how…
Structuring your chart of accounts
How to make your data not suck. Account structures are important in Microsoft Dynamics 365 Finance and Operations because they provide a standardized framework for…
Decoding Dynamics ERP: Your Guide to Selecting the Ideal Microsoft Cloud ERP
So you’ve determined it’s time to move ERP to the cloud. How do you decide which Microsoft ERP solution is the correct one? In this…
Transition Your Dynamics 365 F&O/AX SQL Data Warehouse from BYOD to Data Lake
Are your business users deriving value from the blood, sweat, and tears you put into the Dynamics 365 F&O-based data warehouse but you are frustrated…
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