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Managing the People Side of Change on a D365FO Implementation
Implementing D365 F&O can be a daunting project and leading the people side of change during that implementation can be especially challenging. Implementation requires many…
Dynamics 365 Electronic Reporting: It’s Electrifying-ish!
Most companies need to customize several business documents and report layouts with custom branding or change fields and columns for other business requirements. Electronic reporting…
Master planning: Where do we begin?
Tight timelines and budgets, limited scope and resources, and master planning got left to the wayside? Or maybe you’re just getting started on your implementation…
Digital Transformation and Tax Compliance: How to transform your business through automation
Businesses small and large are pursuing digital transformation (DX) at a faster pace than ever before. Even before COVID-19 took the world by storm, business…
New Features in the Project Management and Accounting module for Dynamics 365 Finance
In this lecture, we will cover new features in the project management and accounting module. There have been some significant enhancements in the last year,…
Creating a Sales Assistant using Power Virtual Agent with D365 Finance & Supply Chain
Power Virtual Agent and Dynamics 365 F&O You have heard about the latest member of the Power Platform – Power Virtual Agent, but you…
Oops – I posted. Now how do I back that out?
Dynamics 365 Finance/Operations can be a very complex system with many documents all tied together once you successfully post directly to the ledger or to…
Ask the Experts: Supply Chain for F&O/AX
Discuss new and upcoming features: Ex: MHAX – Material Handling interface, Intelligent Order Management, Asset Management, Planning Optimization, Inventory Visibility Add-In, Landed Cost (inbound transportation)…
Process Manufacturing in Discrete Environments? Why Would You Ever….
In this session we will review the benefits of using process manufacturing concepts for a discrete manufacturing process. We will review the pros and cons…
API Limits and Entitlements (and API Service Protectinons) – what is what?
The API Service Protections, or throttling, is tricky to understand and then there is the parallel entitlement discussion that is going to be introduced soon.…
Reconciling inventory to the general ledger
Reconciliation of inventory to your general ledger inventory accounts can be a headache during your month end if you are not familiar with the strategies…
Alerts++ in Dynamics 365 Finance & Operations
Alerts were one of the most wanted missing functionalities in the beginning of Dynamics 365 Finance & Operations. Now they are supported, but on a…
PowerApps in the Real World
PowerApps in the Real World is designed to learn about PowerApps and how they are being used in the real world, by real companies right…
Retail and Warehousing: The Biggest Areas for Change in Dynamics 365 F&O (AX 2012 Upgrade Series: Part 3)
Not specifically an upgrade session but talk about all the new features in Dynamics 365 F&O, plus recent changes. Also talk about challenges and opportunities…
Saxco Case Study: Using Multiple Master Plans
This is a fun, interactive class exploring the use of three different Master plans moving away from the classic dynamic and static plans. This case…
Security and Report Distribution with D365 Financial Reporting
Security and Report Distribution are important considerations for handling your financial statements. D365 Financial Reporting lets you easily control who has access to reports and…
So you want to be a Dynamics consultant?
So, you want to be a Dynamics consultant? Maybe you are an end user of Dynamics products, or a business analyst, or just have a…
Software deployment automation in D365 F/SCM: What are you missing?
What are you missing? In this session geared toward code admins and developers, we will take a brisk walk through an Azure DevOps (AZDO) and…
The Intersection of Customer Service and AI Builder
Admins, super-users and citizen developers need this super tool. AI Builder maximizes timeconsuming and redundant business processes so the team can focus on more important…
The Power of Power Automate demonstrated: How we built a no code integration using Dynamics 365 Customer Engagement and QuickBooks
Learn how we were able to build a no code integration between D365 CE for Sales and QuickBooks in just a couple of days leveraging…
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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.