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Dynamics 365 F&O (AX) Usability Tips and Tricks
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 product…
Excel Life Hacks! – Tips and Tricks for Excel Users to Save You Time!
LifeHacks are designed for the end user to save time and be more efficient. Join me for this session to learn better ways to get the job done and show…
Automating AP Invoices with integrating systems and D365 F&O (AX)
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 fea…
Head to Head: Process Vs. Discrete Manufacturing in Dynamics 365 F&O (AX)
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 ses…
CPR for Dynamics 365 CRM: 7 Habits of Effective CRM Projects
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 thos…
Dynamics GP Shootout
3 people compete for the title! Learn GP tips and tricks in this fun and interactive competition.
What Does it Take to Add MVP After Your Name?
An insight into what it takes to be awarded and maintain Microsoft MVP (Most Valuable Professional) status. David Musgrave takes you through his long …
Keep it Simple in Dynamics 365 F&O (AX): Manufacturing and Warehousing
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 mi…
Build or Beautify a SharePoint Site in 90 Minutes
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?
…
Solve My Diversity Problems: Women and Allies – Better Together
Join this panel discussion to learn how simple shifts can create a safe and welcoming environment for all women in your industry. Hear stories illumin…
How to use the Power Platform to Optimize Your Business with Dynamics 365 F&O (AX)
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…
Improving Dynamics 365 F&O (AX) F&SCM Workflow Approvals Using PowerApps
Are the users in your organization that need to approve workflows never really in D365? Would e-mail based approvals of workflows help your organizati…
Sales Dashboards that Make a Difference with D365 CE (CRM)
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 ha…
How a Consumer Products Giant Leveraged PowerApps Portal to Engage with External Partners
How Clarkston helped Consumer Product clients to leverage data as an asset, built user-intuitive dashboards and KPIs that can be easily shared with th…
Dynamics 365 F&O (AX) Implementations – Secrets to Lower Costs and Move Faster
D365 F&O ERP Implementations are highly complex. Balancing budget, scope, timeline, and resources are exceedingly difficult when designing an end-to-e…
The Dynamics 365 F&O (AX) Art of War Room
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 mo…
Dynamics GP Integration Options – What to do as Scribe Insight Reaches End of Life Cycle
In this session we will look at the options you have if you’re currently running Scribe Insight integrations. eOne Solutions’ SmartConnect, Dynami…
IoT/Connected Dynamics 365 CRM Field Service and the Positive Impact on your Organization and your Customers
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 org…
Dynamics GP Panel – Ask the Experts
Do you have a GP question to ask? Not sure who to ask? We’ve assembled a group of experts that are here for you! You don’t want to miss this op…
9½ Tips for Awesome Visualizations in Power BI
How do we translate our data into something we (humans) can understand? The answer is data visualization, although a lot of the data visualizations ar…
Upcoming Special Events
San Diego, CA
March 17-19, 2025
Summit Soundbites
Latest Copilot Episode
Copilot 101: Microsoft Copilot Inside of Business Central
UG Expert and Microsoft MVP Shawn Dorward discusses the integration and capabilities of Microsoft Copilot inside of Dynamics 365 Business Central.