3rd-party AP Automation tools can help your AP team enter and review AP Invoices but what is the best way to get this information into D365? A new feature within D365 aims to solve this problem by reducing the need for AP to work in two systems. AP Automation processes in D365 allow for automatic matching and submittal of imported invoices to workflow.

Did you ever wonder why one would use a formula vs. a BOM? Have you heard that Formulas provide additional capability above and beyond a BOM? This session will demonstrate a head to head comparison of each element highlighting how they are similar and where they are different. This session focuses on benefits of each option. Come see who will win this challenge!

An insight into what it takes to be awarded and maintain Microsoft MVP (Most Valuable Professional) status. David Musgrave takes you through his long journey to becoming a Microsoft MVP and describes what lessons he learned along the way. Warning: This session includes lots of Microsoft Dynamics GP history, old computers and robotics.

Implementation doesn't have to be a heavy lift or overly complex. In this session, you will learn how to implement production and distribution with minimal effort and a simplistic design, while still capitalizing on advantages of mobile transacting.

Are you struggling to create a SharePoint Site (or even an entire Intranet) that is beautiful, simple, dynamic and that keeps your users coming back? In this how-to, follow-along workshop, you’ll learn how to create a beautiful and functional SharePoint site using Teams, SharePoint and more!

Join this panel discussion to learn how simple shifts can create a safe and welcoming environment for all women in your industry. Hear stories illuminating some common, but largely unnoticed or un-acknowledged behaviors which contribute to the lack of representation today….and, more importantly, how we can all change the trajectory and create a better environment for everyone.

In this session, you will learn the different ways you can leverage the Power Platform to optimize your business processes in Dynamics 365 Finance and Operations apps. You will have the opportunity to hear how organization are using the platform and best practices for getting started.

Are the users in your organization that need to approve workflows never really in D365? Would e-mail based approvals of workflows help your organization decrease approval times? Utilizing PowerAutomate and the Approval application, workflows in D365 F&O can be completed in a users email without ever needing to open D365.

D365 F&O ERP Implementations are highly complex. Balancing budget, scope, timeline, and resources are exceedingly difficult when designing an end-to-end solution impacting many business functions. This session will be focused on tactical, realistic ways to lower your costs and move faster toward go-live. If you are starting a project or in the middle of a project, this session is for you!

This session will deep dive into what is a “War Room,” and why it is a necessity in ERP implementations. We also will cover how to organize and motivate a team to stride as a single force in a war room, including a psychological analysis of what brings that team together.

Are you looking to improve your budgeting and forecasting process? Attend our session for tips, tricks and best practices that will help you continue to use Excel while also showing you how to streamline your budgeting and forecasting cycle, capture more meaningful information, and reduce the work required to manage the process.

This TechTalk will cover the new features in Dynamics 365 Supply Chain Management that were introduced in Wave 2 2022, which will cover the October 2022 through March 2023 timeframe.

We will talk through how certificates work, what you need, and how EVERY organization can start doing this correctly, today. This is already used and expected for most of your applications and services but there are a number of areas where it requires a little interaction. Here we will start with an understanding of what a certificate is, and then explain how you can go about working with them.

Dynamics 365 keeps changing with new releases coming at us each month. How ever do we keep up with all the new features and tools available in D365 specifically for warehousing? Let me guide you thru the new features in Dynamics and show you which are valuable to implement and which may be worth waiting on.

In this session we discuss what to expect after going live on Business Central, drawing from 20 years of implementing Microsoft products. Topics include, how to control support costs, data stewardship, continuing education, and what to do with those left-over initiatives from the project. The session begins with surviving your first month end and first bank reconciliation, then moves on to discuss SaaS upgrades and post-go-live best practices.

Manufacturing is difficult enough to navigate without needing to fix mistakes and configurations along the way. Attendees will explore a variety of ways to keep a company’s physical and financial inventory value precise. During this session, users will study common issues found during the manufacturing process, and how to resolve and prevent them from occurring. Attendees will review necessary configurations, and financial impacts to keep inventory values accurate.

While we often consider digital transformation projects ‘technical’, the change success formula reminds us that successful change is 50% people dependent, 30% process, and only 20% about the tool/technology. If your people aren't on-board, the technology won't be used, and that's money down the drain. Enterprise projects need a designated “Change Manager” to be the voice of the project to all stakeholders AND to be the voice of the stakeholders to the project team.

In this session we will examine what functionality Extensible Data Security (XDS) provides, how to successfully setup and configure multiple real world end user scenarios, and the impact enabling this feature has on your user security. We will also discuss how this feature can help minimize risk within your organization and weigh that against the potential performance impact it can have.

It seems that we have come full circle, with most companies today selecting best-of-breed apps and then integrating them to work together. But there are integrations and then there are kick-ass integrated solutions! In this session, we will cover five elements of an integration that you should always consider in order to have your company singing your praises for generations to come.

Attachments can be added to almost every record in D365FO. Beside that they are used in a hidden way on several features. In this session we will demonstrate where attachments are stored, how they are deleted, how to use their metadata and how to use them for integrations. We will show were and how attachments can be used and how to improve the usability with small tricks and customizations.