Boosting Financial Teamwork in Finance and Operations & Power Platform
In the fast-paced world of finance, effective collaboration and communication are key to a team’s success. This session showcases how integrating Microsoft 365 tools with Dynamics 365 for Finance and Operations can transform the finance team’s productivity and collaboration. Attendees will learn how to leverage the power of Microsoft Teams, SharePoint, and OneDrive for business to enhance data sharing, streamline workflows, and facilitate seamless communication among team members. We’ll explore practical examples of how these tools can be used to create a collaborative finance ecosystem, enabling professionals to work together more efficiently, make informed decisions faster, and drive business value. From setting up shared dashboards in Power BI to automating finance processes with Power Automate, this session will equip finance teams with the strategies needed to leverage Microsoft 365 for enhanced collaboration and productivity.
Learning Objectives:
- Understand the benefits of integrating Microsoft 365 tools with Dynamics 365 for Finance and Operations for finance team collaboration.
- Discover practical uses of Microsoft Teams, SharePoint, and OneDrive to enhance teamwork, data sharing, and communication.
- Gain practical knowledge on setting up and optimizing forms, processes, reporting, various other processes
Speakers: Nathan Clouse, Kelly Gustafson
Type: Breakout Session
Ability Level: 201 – Intermediate
Primary Product: Dynamics 365 F&O/AX
Primary Track: Finance
Track: Administration; System Administration,Automation,Finance
