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Why Data Governance is Necessary in Dynamics 365 CE/CRM
In this Community Summit North America 2022 moment, Ryan Pennett, Vice President of Business Development, QWARE, explains why data governance is neces…
How to Convert a Visitor to a Member in Dynamics 365 CE/CRM
Ms. Laura Jacobowitz describes how to convert a visitor to a member in the Community Summit North America 2022 moment.
Exporting Data into Azure Data Lakes
In this Community Summit North America 2022 moment, Mr. Ron Summers, President, Tiguana LLC, demonstrates how to export various tables into the Azure …
New Microsoft Product Name Changes
Steven Chinsky, Manager - Operations and Supply Chain, Wipfli, explains the new name changes for various Microsoft products.
How To Set Up a Vendor in Dynamics GP
Anthony Rice, Director, RSM, explains how to set up a vendor in Dynamics GP in this Community Summit North America 2022 moment.
The C-Suite Should Engage With, Not Manage, a CRM
Geoff Ables, Managing Partner, C5 Insight, explains why C-Suites should remain engaged with a CRM, but be careful not to manage it.
Form Functionality in Dynamics 365 F&O
Rick Doss, Senior Presales Solution Architect, describes the functionality Microsoft has enabled in Dynamics 365 Finance and Operations.
Work Smarter, Not Harder, in Dynamics 365 FO
Rick Doss, Senior Presales Solution Architect, Hitachi Solutions explains how to work smarter, not harder, in Dynamics 365 F&O.
The 3 Components of Workflow
Ting Ma, Senior Application Consultant, TMC, explains the three components of Workflow - templates, approvers setup and notifications.
Importance of Soft Skills in IT
John Brennan, Manager of Managed Services, sa.globa, explains the importance of soft skills in IT.
How To Release a Production Order To a Manufacturing Facility
Steven Chinsky, Manager - Operations and Supply Chain, Wipfli, describes how to release a production order to a manufacturing facility using Dynamics …
Business Central Dimensions VS Posting Groups. Maximize Financial Reports by Using Posting Groups VS Dimensions
Compare and Contrast use of posting groups vs dimensions. How do each impact financial transactions? Which should you choose can be dependent on your …
Power Automate: Pros and Cons
Cindy Lu, Project Manager, Dynamics 365 BC, Technology Management Concepts, discusses the pros and cons of Power Automate.
Important Considerations For Dynamics GP Updates
David Laster, Director, Software Solutions (GP/BC/PBI), GraVoc, offers important considerations to ensure a Dynamics GP upgrade is a success.
Is Dynamics 365 CE Right for Your Project Operations?
Tayna Regna, Engagement Manager, Western Computer, describes the various uses of Dynamics 365 CE/CRM.
Compliance in Dynamics 365 Finance and Operations
Corey Bakhtiari, Global Director of Programs and Product Development, Argano, defines compliance within the context of Dynamics 365 Finance and Operat…
Dynamics 365 CRM: Insights, Sales, Customer, and Service … Oh My!
Microsoft has released artificial intelligence and reporting apps for the Dynamics 365 CE product suite. These apps (Sales Insights, Customer Insights…
How to Achieve Sales and Marketing Alignment with Microsoft Dynamics 365 CRM and Marketing Automation
It's easy to silo marketing and sales teams, but sales and marketing alignment works best when both teams are working with the same information. Wheth…
PO-DocuSign Automation – Using Power Automate, DocuSign, and Dynamics 365 F&O (AX) to Automate PO-DocuSign Process
During this session, we will demonstrate how to electronically sign PO PDF documents without downloading, printing, scanning, and sending to the appro…
Microsoft Dynamics 365 F&O’s (AX) Most Valuable Professional Roundtable
Have you ever had a question you wanted to ask a Microsoft Most Valuable Professional (MVP) but didn't have the opportunity? Now you do! Join this ses…
Summit Soundbites
Latest Copilot Episode
Copilot 101: What Are Copilot Agents?
In this episode of the “Copilot 101 Podcast,” Shawn Dorward, Vice President, sa.global, UG Expert, gives an overview of Copilot Agents, which can be built in Copilot Studio.