2023 Sessions and Slide Decks

Discover the most transformative technology in many years – AI (in general) and Open AI specifically) – and learn how they’re revolutionizing the technology landscape. From application development to communication and research, you’ll see how AI is already changing the way we work and hear real-life stories of its impact. Get a glimpse into the future with Microsoft’s latest announcements and explore the possibilities of what’s to come in the next 3-5 years. Join us for a lively discussion, share your own stories, and hop on board the ride into the future of work.

You’ll walk away with practical tips to get started, and text prompts to:
•Aid you with writing everything from email, to generating blog topics, to writing articles for internal distribution
•Develop and comment code – even if you’re not a coder
•Create captivating images
•Use Microsoft’s latest AI integrations into Dynamics 365 CE, Teams and the Power Platform

This presentation will show you how workflows can be Setup in BC for the approval of master records, Journals, Sales and Purchase documents. You will also learn how to define the financial thresholds for approvals, define multiple approvers and have different set of approvers based on dimension values. Let’s take a look at:

How to Setup Workflow User Groups.
How to Setup Workflows.
How to define multiple approvers.
How to define financial thresholds.
How to limit approvers to certain dimension values.

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, teams and more. Of course, this will be all topped off with best practices and tips for success!

Join us in this session to get started with Power Automate Desktop Flows, Microsoft’s Robotic Process Automation solution. During this session we will take a tour of the Power Automate Desktop application interface and capabilities, look at the available controls and discuss some of the basic concepts around Robotic Process Automation.

BC provides exciting functionality to allow users to create custom Word documents and Excel reports. During this session, we will review how to set up and use this exciting functionality.

There is great functionality in BC to run your manufacturing operations, but the choices you make or made with your configuration can make all the difference. Let’s review the building blocks available for you to set up and run manufacturing. This includes Bill of Materials and Routings, so you can include the costs that you need.

Learning Objectives:
• Learn what capacity means in BC
• Learn how to setup in-house and sub-contract production
• Learn how the costs are calculated and when they are applied

What is a Monthly Reconciliation Recipe? Ingredients will, of course, include a review all general ledger account reconciliations for accounts with subsidiary ledgers (bank accounts, accounts receivable, accounts payable, inventory and fixed assets.) Frosting with sprinkles will be added for accounts you may not have considered such as credit cards, prepaid expenses, sales, cost of sales and others. Sound yummy? This session will not add calories but will be packed with information and ideas to improve and expand your monthly reconciliations.

The posting flows within BC are unique and wonderful. But whether you are coming from NAV, GP, or some other ERP system onto BC, understanding the posting flows is imperative to your successful implementation. We will walk thru the basics and best practices so that you can be best prepared to implement, understand, or refine your BC installation.

In this session learn some commonly made Planning Worksheet (MRP) mistakes and how to make sure you get a great plan from day 1. You will see how the plan executes in different scenarios for your own learning and well as some fun extras like the many uses of Transfer Orders to increase Supply Chain visibility.

Items are used everywhere on BC – customers order them, vendors sell them, plant manufacture them, and warehouses store them. But sometime, companies don’t think through how best to set up their item master for streamlining processes, enabling business analysis, integrating with other systems, and simplifying everyday life. In this session, I’ll share 8-ish simple rules for setting up items that will help get the most value out of this core piece of master data on your Business Central system.

Come see some cool features and connections between Business Central and Teams and learn about the new licensing! Basic tips and tricks to what can make your team more functional.

Business Central provides numerous configuration options to enable warehouses and supply chains to manage their specific processes. This session will provide an overview of warehouse configuration options and approaches in Business Central, including how to decide which configuration and documents make sense, basic functionality, and advanced features.

In this session we’re going to compare Field Service and Connected Field Service. We’ll explore the customer journey, expand on the employee experience, and demo creating a work order, and booking a resources, new features, and time for q&a.

In this session I will discuss existing features of Dynamics 365 that you might not be aware of! Join my session to learn about these ‘hidden’ features in the application!

Have you ever felt like your technical and end-user teams are on totally different pages? Who hasn’t!? This comes up frequently throughout projects and it can be tough to get your teams to understand each other. It’s SO important to tackle this issue to ensure the success of a project!

Attend this session for tips on how to think like an end user and consider their perspective throughout the lifecycle of a project, and beyond. As a result, you’ll be able to collaborate better than ever with your end-user community!

Everyone knows POS is for selling inventory at a brick & mortar store or with an e-commerce solution, right?  We’ll take a look at how the Retail & Commerce module POS option is being used to record multiple revenue streams including services, donations and free text invoice payments.

In this session, we will review the most common security-related mistakes companies make when upgrading or implementing Dynamics 365 for Finance and Operations. From who owns security, to who should implement it, and everything in between, we will provide proven project approaches that can keep your company off the ‘security gotcha’ list. The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

What is the difference between planning and scheduling? How do they interact? Where does Finite capacity fit in? Microsoft has significantly enhanced Scheduling functionality, especially the Release workbench, the Gantt chart, and the Dispatch list making the use solely of D365 for scheduling viable in a way it never was. Learn about all this capability and assess whether it is for you.

The X++ development experience never stops evolving – are you up to speed on the latest trends? Between the ongoing improvement of developer tools, the advancement of version control technologies, the huge growth in Power Platform integrations, and the rise of fusion teams and citizen developers, the community is currently navigating a sea of change. Join Microsoft’s Ian Jensen for a live discussion of all of these trends and more!

All AP Automation stories start with an inherent need to improve both the business process and the technology. This session explores the latest in AP tools that come from Native Microsoft applications. Based on recent releases and marketplace tools, we will navigate the possibility of this becoming a fully functional solution.

Are you tired of settling for near real-time integrations and hidden integration errors? In this session you’ll learn about how to integrate D365 FSCM environments with Dataverse through true real-time dual-write integration.

Dataverse is becoming a critical hub to connect to multiple apps such as Sales, HR, and the whole Power Platform, so you should learn how it works and how to work with it.

We’ll discuss lessons learned in the trenches implementing dual-write and explain the core concepts and benefits of this technology. You’ll also learn some of the pitfalls and gaps in the tool.

The need for robust, flexible and integrated supply chains has never been greater.

In this session we will explore the building blocks Microsoft’s Supply Chain Platform provides across Azure, Dynamics 365, Microsoft Teams and Power Platform and re-imagine a new connected, resilient and agile supply chain that brings digital enablement to the next level.

In this session we will look at the telemetry data feature now available to end users as part of the 10.0.30 release.

We will look at how to enable and configure this feature, how to query the data via the Kusto Query Language in Azure Application Insights, and the options for exporting and extracting the data to data analysis tools like PowerBI. We will also look at accessing the data via the Application Insights API.

You are probably using Microsoft Teams in your organization and you are using Dynamics 365, but are you using Power Apps? In this session, we will look at how you can quickly build Power Apps to meet specific business requirements that expand on Dynamics 365. We will then connect Power Apps, Teams and Dynamics 365, so users can interact with the system without ever leaving Teams. No longer will you need to rely on a bunch of emails to get things done.

Ever need to bring large amounts of data into your accounting system? Or maybe you don’t want to duplicate data entry between a spreadsheet and the accounting system, which can create errors along the way? Join Njevity’s R&D Director Windi Epperson for this session to learn multiple ways to import data efficiently & accurately into Dynamics GP.

SQL Server Reporting Services (SSRS) is a free tool that has been around the GP ecosystem for a long time but is often overlooked. Become the master of your data and reporting needs by taking a deep dive into SSRS and discover the many ways that it is integrated into Dynamics GP.

Let’s begin with 12 tips and tricks that help you make use of best practices in inventory accuracy, tracking, costing, etc. But then what? Join Sandy Wickman as she shows what to do to make certain things stay accurate. Ongoing review and cycle counts makes month end a breeze, and Sandy will review the 12 steps recommended for setup, then proceed to opportunities for your organization to assure your inventory remains accurate. Afterwards, she wraps up with inquiry best practices, and ongoing use of utilities. Come see that Inventory Control is indeed possible!

In this session Roger Vander Lugt leverages his vast experience with Dynamics GP to help attendees take better command of Excel refreshable reports, SQL Server Reporting Services (SSRS) Reports, and SmartList Builder to greatly enhance your Dynamics GP reporting experience.

This very open, interactive, session features a panel of Dynamics GP experts who will share the most popular topics faced by GP users considering the future of their platform. Moderated by Dynamics industry expert Carol Livingston, the panelists are Bob McAdam, Fauwaz Hussain, and Tiffany Allen, and they’ll share their experiences of customer journeys, their attachment to favorite features, their reasons to stay put, lessons learned in the new work-from-anywhere era, where the ERP system ends and where ISV solutions begin, and much more. Attendees of this session should bring the questions that need answers, but no one wants to address – we will address them!

Do you get disapprovals from your Approval flow because they’ve been static for too long? Do you have Approvals that get errors? Do you connect your Approval to Power BI, Power App, or SharePoint? Do you just have Approvals?!

This session goes through common Microsoft Approval scenarios. We’ll walk through hands-on demos of how to build, configure, maintain, and troubleshoot Approvals in Power Platform, Teams, and Dataverse. Learn how you can be a superhero and save your Approvals from user disapprovals.

Included in Microsoft Teams is the ability to create Power Apps, Power Virtual Agents, Power Automate flows, Dataverse tables as well as access your PowerBI reports. This allows you to build interconnected apps to share with colleagues all within Teams. In this session, we’ll be looking at what each of these embedded tools offer, and how you can use them to customize your own no-code solution.

Making Power Apps is fun and easy. And now instead of going back to your “old job” you want to go pro. In this session we’ll talk through concepts and resources to help you go pro.

Of all of the pillars of the Power Platform, Power Virtual Agent gets the least attention. Let’s fix that! In this session, we will build a chatbot leveraging PVA live, using input and feedback from the audience on what the bot will do. Bring a scenario or two where you think a bot would be helpful (internal or external facing scenarios are fine) and it might be chosen for our bot!

I get to introduce Dynamics GP users to practical uses of Power BI all the time. The best part is that using the Power Platform is one of the fastest ways to write, publish and automate reporting. We get to extend the data bottled up in GP to key data consumers within the organization in a way that matters to them and provides insights that drive actions and decisions. This saves users big bucks on reporting – sometimes even on a single report. This new DynamicsCon LIVE session will cover how, why, and where to strategically deploy some key Power BI reporting solutions for Dynamics GP users.

This session will cover all the cool integrations between M365 and D365BC. This will show how to use the suite of solutions as one cohesive automated tool. We will look at Teams, Excel, Word, Outlook, PowerBI, OneDrive and even pulling it all together into PowerPoint. We will look at real-life scenarios and walk through using the tools live!

If you’ve not explored the power of combining Power BI with your Business Central system, worlds of insight and ah-ha’s await you. If you are not sure where to start your journey, grab your gear and let’s head out! This hands-on workshop will walk you through best practices for connecting a Power BI instance to Business Central and quickly surface the data that you need to share powerful insights with your company.

How do you troubleshoot performance problems in Business Central online? What should you do if users complain that “it’s slow”?

In this session, Cecile Dinh and Steve Endow will show you how to research performance issues. We will show you some troubleshooting processes that can help to guide you to find the root cause of problems, like measuring system performance, collecting performance data, and locating bottlenecks. We will also share some best practices on how to improve the performance that users experience with Business Central online.

Many organizations manufacture or sell equipment that is then serviced over many years. These services include installation services, preventative maintenance tasks, or break/fix repair. In this session, we will review the options available in Business Central for managing these activities including head-to-head comparisons. Real-world use cases will be shared, beneficial Apps reviewed, and tips and tricks provided. The session will conclude with a robust Q&A discussion so that you can return to the office armed with some new ways to optimize your organization’s service operation.

In this session, we will review the real-world capabilities for using AI builder and Power Automate. Exchanging emails with vendors is a common way of doing business. While email exchanges may vary in complexity, invoicing vendors is straightforward, yet time consuming. By leveraging AI Builder and Power Automate, I’ll show you how you can automatically populate invoice information based on documents received via email!

Are you new to Business Central and want to get ahead of the learning curve? Been using it for a while and realize there is still a lot to learn? Join me for this session where we will cover over 30 tips and tricks for using Business Central. I work with BC users every day and these tips are often overlooked time savers and efficiency builders that EVERYONE can benefit from! Reporting, Searching, Keystroke shortcuts, process shortcuts, simple changes to save you time… all this and MUCH MORE!

Jobs in Business Central gives users an incredible set of capabilities for tracking projects – and it’s included as part of all Business Central environments! Let’s discuss different uses for Jobs, dive into the structure of how Jobs are set up in Business Central and examine how the Jobs area can be used in order to monitor your performance on projects.

What do my sales users really need? Do my executives need access to CE/CRM at all? Everyone knows Microsoft Dynamics CE/CRM, PowerPlatform, & PowerBI licensing is about as clear a mud and matching your users with the right license is anything but straight forward. Join Britt as shares tips and strategies for tackling the big licensing questions within your organization. When to use an attach license? Is a BC Team user the same as a CE Team user? Bring your questions and let’s dive into demystifying the world that is Dynamics Licensing.

Your favorite fast-talking duo will rattle off as many tips as we can fit in our time! We’re talking about tools, tips and tricks for Dynamics 365 that cover Sales, Customer Service, Marketing, the Power Platform and more! Let’s see if we get through all 50 or maybe even more!

Anyone who administers or configures a Dynamics 365 CE environment should be using XRMToolBox, no question. This session will strive to provide value to seasoned professionals and newbies alike, with a quick overview of what XRMToolBox provides and then we’ll all discuss some of our favorite tools. I’ll bring my favorites, but feel free to share yours as well!

For different businesses when is one better than the other? What are the setup alternatives? How might they be used differently, how are overheads and indirect charges handled? What are the implications related to the new Landed Cost capabilities?

Join me for an exciting event on the topic of using AI in the workplace, featuring Chat GPT, Microsoft Co-Pilot, and Dynamics 365 Finance and Operations. We will explore the latest advancements in AI and how it is transforming the modern workplace. We will discuss the benefits, challenges, and ethical considerations of implementing AI responsibly. Join me for this exciting event and learn how AI can transform your business while maintaining ethical and responsible practices.

In this session, we will talk about recent and upcoming features in the Supply Chain modules of Dynamics 365 Finance and Operations (planning, production, inventory, warehousing, purchasing, sales, costing, and asset management). We will focus on how these features may apply to your business and demonstrate key features. This session will be flexible based on what is relevant to the audience and will cover features from 2022 and 2023.

In the past, developers needed to first deploy a package to PROD, taking the environment offline, before running a script to correct data. Now, using a new Microsoft feature, developers can deploy packages that contain a custom x++ runnable job without needing to use LCS or taking the PROD environment down.

In this session, learn how to write and deploy a custom x++ script to a PROD environment with zero downtime. Additionally, learn what form and security roles your user will need to be able to perform these actions. As well as tips for making sure you are updating your data safely.

Once you start to define and configure your ERP Dynamics 365 Finance, related to customer billing, there are several different options you can use to get a similar result. You can use free text invoices as a simple billing option, sales orders if you manage inventory or even project invoices if you want to control the WIP and revenues… So, the doubt is, ¿how to be sure we are selecting the best approach? Join me to review all the options and how to decide the best option.

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 discussion will include real world case studies, specific examples, and common pitfalls.

Amber Bell & John Arnold are back, this time together, so you can quit spinning your wheels! If updating information in Dynamics GP makes you feel like you’re stuck in the mud, learn how to supercharge your GP experience by creating MEGA-Macros using the FREE Macro Replicator. We’ll start in first gear with Amber Bell showing you macro basics. Next, we will hit turbo boost and John Arnold will show you a free tool (that he designed) to create macros to update and create new transactions and records inside GP in seconds! Buckle your seatbelts and go into overdrive with the best session at DynamicsCon LIVE for learning how to save time and money!

The Power Virtual Agents unified canvas is a new building experience that brings together the low-code PVA as we know, with pro-code capabilities from Bot Framework Composer. The unified canvas has a lot to offer, including the ability to easily add message variations, send images and videos, add adaptive cards to your bot, and a lot more. In this session we’ll be going through an introduction into Power Virtual Agents, as well as exploring how you can use the unified canvas features to create your own no-code chatbot.