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Vendor Collaboration in D365 F&O – How can I use it?
The Vendor collaboration module is a powerful module to aid in communication between your company and your vendors, yet it is rarely configured and used.…
Virtual Reality: Practical Training
Safety first, always – The Future of Business: Connecting Field Service Management to the Internet of Things How is your company thinking about safely providing…
F&O Integration Roundup
In this session, we’ll discuss each available integration technology, a high-level overview of how to use Dynamics 365 F&O along with the pros and cons…
How to be a Great CRM Administrator
So you “own” the CRM system and your job title says Administrator – but are you rocking your role or barely getting by? Attend this…
Marketing Automation and Your CRM
Want to make the most of your Microsoft Dynamics and marketing automation platform integration? Bring your marketing automation strategy questions and challenges to an open…
Sales Dashboards that Make a Difference
Remember your first demo of Dynamics 365 or Sales? The dashboards looked so helpful, intuitive and even exciting? But a few years in, they aren’t…
Is Dynamics 365 Dead?
Can we build an entire CRM system with Power Platform? But all I do is Dynamics! Should I still even be using Dynamics 365? Why…
Manufacturing: Wow, I Didn’t Know it Could Do That!
Learn how you can combine your intermediate and packaged production orders into one consolidated view. Do you know what a Phantom Item can be used…
Manufacturing: Little Secrets that will Streamline your Manufacturing Process
If you have ever wanted to know how to handle some of the manufacturing little helpers such as: material substitution, reworking product, manufacturing subcontracting, Yield…
How to Save Your Company Money with D365FO User Licensing
Do you find user licensing in D365FO confusing? Do you second guess the number and type of licenses you need? Are you worried you are…
How To Get The Most Out of Your Upgrade (AX 2012 Upgrade Series: Part 2)
We’ll discuss strategic differentiators available so you can get the most for the business out of your upgrade. We’ll discuss where to focus your efforts…
What is PowerFX?
Microsoft Power FX is the low code language for expressing logic across the Microsoft Power Platform. It is the same language that is used across…
Why Net Requirements is my Best Friend: A Look at MRP and its Decision-Making Guide – v2.0
Take a quick look into MRP and focus on the Net Requirements page. User will learn about each user interface element, the data being displayed,…
Why Use Dataverse and Build Model-Driven Apps?
Are you still using SharePoint Lists, Access Databases, or Excel Workbooks to support mission critical or enterprise business processes? Why not Dataverse? We will discuss…
911, Help Me Rescue My Failing Project
Missing deadlines, overruns in cost, changes to leadership, errors on every corner. These are all sure signs that your CRM project is on a spiral…
From Struggle to Success: How to Create a CRM Recovery Plan
No one starts their CRM project without a plan. But most companies fail to create a plan that results in success. In fact, 47% of…
End Users! All Aboard!
This session will discuss the issues we have all faced with user adoption and include tips and techniques learned along the way to get everyone…
Dynamics 365 Field Service Implementations: Dash to the finish line
Come learn with us what makes a successful Dynamics 365 CE Field Service and Field Service Mobile implementation starting with project methodologies, tips and tricks,…
Dynamics 365 F&O Licensing, Upgrades, Costs and More (Part 2)
Talk about licensing differences for Dynamics 365 F&O, how to get an accurate estimate for upgrade, discuss costs for upfront plus ongoing. This will cover…
Dynamics 365 F&O Upgrade Tech Talk: Code, Customizations, Extension and Power Platform (AX 2012 Upgrade Series: Part 5)
We’ll discuss how to upgrade your code from AX 2012 to Dynamics 365 F&O. We’ll cover the upgrade process inside LCS, the changes for code…
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.