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Microsoft Dynamics 365 Business Central and CRM Integration
Integration Overview Overall Concept Licensing Reduction Single Platform Experience for Users Seamless Integration and Efficiency Setup & Configuration BC Integration Deployment and Dataverse Connection Mappings,…
Make Business Central Your Own with Customized Profiles and User Personalization
Do you want to tweak the data you see first in Business Central? In this session, we show you how to use customized profiles and…
Learnings From Migrating to Business Central SaaS
Mapping out a multi-step approach to mitigate risk Migration from C/AL to AL Data warehouse considerations – migrating to web services vs direct SQL access…
How to Have Everyone in Your Company Hate You for Implementing UofM
Want to have everyone in your company calling for your blood but don’t know where to start? Watch this Fast Chat to learn about Unit…
How to Target and Track Your Sales Opportunities Right in Business Central
Do you need the full-blown CRM or will Business Central’s Sales and Marketing capabilities satisfy your needs? This session walks you through setting up multiple…
Integrating Dynamics 365 Customer Engagement and Dynamics 365 Business Central
Many organizations use Dynamics 365 Customer Engagement to track accounts, contacts, and the sales process. Then, they use Dynamics 365 Business Central for things such…
Inventory in Business Central
In Business Central, the Items are one of the most important master data in the system. After viewing the session, you will learn how to…
Customer Case Study – D365 Implementation Training Lessons Learned
In this session, we will discuss the training approach for TD Industries’ successful implementation of D365 Customer Engagement (CE) and Finance and Supply Chain (F&O).…
Common D365FO Security Mistakes and How to Avoid Them
In this session, we will demonstrate real-world common D365FO security mistakes that customers make, discuss why these actions can introduce risk into your organization, and…
What is Customer Experience in Dynamics 365?
You may have heard the term Customer Experience in many different settings and wondering how it applies to Dynamics 365. Join this session to learn…
When we fail, we fail big: Stories of failure and success with Dynamics and the Power Platform
In this panel, attendees will hear from panelists about when they failed big during implementations of Dynamics 365 or the Power Platform. Nothing ages a…
Confessions of former auditors: Insider tips to survive a sales tax audit
As the tax adage goes, “it’s not if you’ll get audited, but when.” But many companies put off preparing for an audit until the day…
Advanced Analytics and Dynamics – Bridging the Gap
Come hear George Casey, leader of the Advanced Analytics practice at RSM discuss and demonstrate approaches to leverage data from various Dynamics platforms and use…
7 Tips & Tricks for a Successful Project Operations Deployment
Project Operations has been available 2020, and during that time, the Western Computer team has worked closely with the Microsoft Project Operations Development team. Based…
Enabling Contactless Order Fulfillment with D365 Commerce
In today’s rapidly changing economy, it’s important to make sure you are enabling your commerce processes everywhere you can. This includes enabling contactless order fulfillment…
Introduction to Dataverse Security
Security is one of the most important components of administering your Dataverse environment. But where to begin? We will discuss the basics of permissions, roles,…
Demystify solution deployment behavior
Do your patches seem useless in production? Do you dread deployments? Do you pull your hair out every time? Are you having to manually make…
Compliance for Dynamics ERP (AX 2012 and D365 Finance and Operations): Financial Audits and Internal Controls
In this presentation, attendees will learn about how to meet external financial auditor’s requests by utilizing AX 2012 and D365 F&O’s existing features rather than…
7 Habits of Effective CRM Leaders
Generate excitement, engagement, adoption, and ROI. CRM projects promise to deliver better customer experiences, higher loyalty, accelerated sales, and more effective marketing. But achieving…
How to Get Current and Stay Current on Business Central
In this session, I cover how to configure and use the Inventory Visibility Add-in for Microsoft Dynamics 365 for Supply Chain Management. “The Inventory Visibility Add-in…
Upcoming Special Events
San Diego, CA
March 17-19, 2025
