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Maintaining Your Implementation Momentum
Now that the Big Bang is over and you are live on the AX or D365 foundation and core modules, the hard part is done.…
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…
Managing Security through a Dynamics 365 Implementation
In this session you will learn how to build a strong financial application security program and the components required to manage risk and ensure your…
Dynamics 365: Let’s talk Upgrade Rollout Approach (AX 2012 Upgrade Series: Part 6)
In this session, we’ll discuss different approaches to go live as an upgrade from many different perspectives. Should we lift and shift? Upgrade with data?…
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…
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.