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AI Builder: Adding Some Intelligence to Power Automate
Power Automate includes a set of tools that take advantage of Azure’s AI processes to simplify numerous types of tasks, including form processing, text classification,…
Teams as a platform – where the collaboration is born
Teams as a platform for collaboration sounds promising, sounds great, sounds like an ocean of possibilities. The question is however, how to use these opportunities…
Defining Your Customer Journey with Microsoft Dynamics
Want to better understand your buyers and their motives so that you can make the most of your sales and marketing efforts? Conduct a customer…
Dataverse Plugins: A Deep Explanation For The Maybe Not So Technically Deep
What are Dataverse plugins? How/when are they executed? Can I disable a plugin? This session will answer these questions and more, helping non-developers to understand…
Dataverse Integration Options & Patterns
Dataverse is a great choice to store data for many lines of businesses. Line of business systems rarely exist in a silo however, and must…
Creating a Goldilocks Sales Process: Just Right for Your Organization
Create a sales process that your users will adopt, your leaders can manage, and that drives measurable improvement. If you want your sales team…
Project Budgets vs. Forecast – what’s the difference – should I use one or Both? Demo creating both
Find out the key differences between Project Budgets and Project Forecasting. When to use them and how the work. We will do some hands on…
How Can I Benefit From Database Logging in D365 F&O?
Businesses can benefit largely from utilizing change tracking to track the changes that occur in their ERP system. Change tracking can be leveraged to determine…
Devil in the Details: Soft vs. Hard Allocation, Virtual Warehouses and Other Optimizations for Your Supply Chain
If recent world events have taught us anything, it is that flexibility and real time data insights in your supply chain are critical not only…
Delivering D365 FO Releases with Agile Techniques – A Customer Story
PCL Constructors Inc. is one of the largest contracting organizations in North America operating in the civil infrastructure, heavy industrial, and buildings markets. A few…
Take A Dip into Azure Data Lake and Synapse with Dynamics
The Dynamics family of applications are all providing direct integration to Azure Data Lake for reporting and integration. Azure Synapse is an analytics service that…
Cracking the CRM Code
You walk out of here with a renewed sense of selling more stuff and improving the customer experience. Define your Strategy Understand that CRM is…
Basic Report Building with Management Reporter
This crash course will teach you the basics of Management Reporter and how to create key financial reports, start to finish: Trial Balance Detail &…
The GP Upgrade Roundtable
This session aims to identify the best and worst practices, lessons learned, challenges overcome, current and better methods, and recommendations for others. This is a…
The 5-Star GP Administration Presentation
In this session, you’ll learn about the many aspects of a normal GP Admins position. Additionally, you’ll gain tips and tricks for enhancing your ability…
Balance Sheet and Cash Flow Statements Using D365 Financial Reporting
Building balance sheet statements and cash flow statements in Dynamics 365 Financial Reporting is not as difficult as they might seem. We will look at…
5 Ways Power BI Will Transform and Simplify Your GP Security Reporting and Auditing
Power BI comes with an incredible ability to provide more insight and analysis than a whole stack of 2-dimensional reports can. It can take a…
Should You Do the GP Stay Or the BC Play? What’s Involved in Migrating From GP to Business Central?
While continued support may be a relief to many Dynamics GP on-premise customers, there is a popular, proven alternative allowing you to remain in the…
Best Practices for Setting Up Fixed Assets in GP
From viewing this session, you will learn: How to best configure Fixed Assets in GP Better Reporting for FA Better and faster processing of FA…
BC Life Hacks: Tips and Best Practices EVERY BC User Should Know
BC Life Hacks is filled with things that every user should know for Dynamics Business Central – come join me as I share my favorite…
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.