DynamicsCon Live May 2024

2024 Agenda

Monday, May 13th - Welcome Reception beginning at 5:30 PM
Tuesday, May 14th - Full day of learning begins at 7:00 AM with the final session concluding around 5:30 PM followed by our Community Reception
Wednesday, May 15th - More learning begins at 7:30 AM with the final session concluding around 5:00 PM
Thursday, May 16th - Another day of learning begins at 7:00 AM and the conference will end mid-afternoon with #DUGHUGS

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12:00 PM - 7:00 PM

Registration & Info Desk

Registration

5:30 PM - 7:30 PM

Welcome Reception with Our Sponsors

Atrium, Evergreen Foyer, & Peak Foyer

7:00 AM - 5:30 PM

Registration & Info Desk

Registration

7:00 AM - 8:00 AM

Continental Breakfast & Sponsor Mingling

Pavillion - Rocky Mtn Event Center

8:00 AM - 8:30 AM

First Time Attendee Session

Rocky Mtn Event Center

Business Central
Customer Engagement
Dynamics GP
Finance ∓ Supply Chain
Power Platform
Cross Product
All Levels

DUG Dynamics User Group

DUG Dynamics User Group

"Dynamics User Group (DUG) is a user and partner community, independent from Microsoft, focused on personal and professional growth for Microsoft Dynamics 365, Dynamics GP, and Power Platform professionals. Through our FREE membership, we empower everyday users, administrators, developers, and partners with the tools and information required to excel in their professions. Tools like online discussion forums, live and virtual events, educational videos on our YouTube Channel, and local Meetups to give our community the super-powered resources they need to succeed."

Connect
8:30 AM - 9:00 AM

Welcome Session

Rocky Mtn Event Center

Business Central
Customer Engagement
Dynamics GP
Finance ∓ Supply Chain
Power Platform
Cross Product
All Levels

DUG Dynamics User Group

DUG Dynamics User Group

"Dynamics User Group (DUG) is a user and partner community, independent from Microsoft, focused on personal and professional growth for Microsoft Dynamics 365, Dynamics GP, and Power Platform professionals. Through our FREE membership, we empower everyday users, administrators, developers, and partners with the tools and information required to excel in their professions. Tools like online discussion forums, live and virtual events, educational videos on our YouTube Channel, and local Meetups to give our community the super-powered resources they need to succeed."

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9:15 AM - 10:15 AM

Welcome for Upgrading Customers

Primrose

Finance ∓ Supply Chain
Functional Beginner

Tom Dockstader

Welcome for Upgrading Customers is a session designed to help you get the most out of DynamicsConLive. You may be Upgrading to Dynamics 365 Supply Chain and Finance. Meet the other customers who are in the same upgrade journey as you. We will review the types of information could can expect to find for the next three days. Join us and discover how to get the most out of your conference days.

Functional Topics: Fundamentals, Migration, Other

Tom Dockstader

I have been living and working with Dynamics for 15 years. Recently led the re-implementation upgrade to D365 SCM and CE. I learned some things of what to do and more than a few of what not to do. Users need to stick together and help each other.

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9:15 AM - 10:15 AM

Banking 123: Getting Started and Know Your Options

Pikes Peak

Business Central
Functional All Levels

Amanda Mayer and Alyssa Buis

In this session we will start from the beginning. We'll talk about when and how to use bank accounts, how to set up the bank statement import and more.

Functional Topics: Finance

Amanda Mayer

As an trainer and consultant and an experienced Corporate Controller with a specialty in Microsoft Dynamics NAV and Business Central, my passion is to help companies get more out of the ERP software they already own. As a seasoned accounting professional, I have experience in finance, global accounting, international business practices, business management, ERP implementations, internal audit, tax and mergers and acquisitions. Microsoft MVP Microsoft Certified Trainer Microsoft Credentialed Professional

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Alyssa Buis

I am a Certified Functional Business Central consultant, and have been with Tess Team since February 2022.

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9:15 AM - 10:15 AM

Welcome for Live Customers

Blanca Peak

Finance ∓ Supply Chain
Functional Beginner

Frank Vukovits

Welcome for Live Customers is a session designed to help you get the most out of DynamicsConLive. You have completed your implementation or upgrade of Dynamics 365 Supply Chain and Finance, and are now using it every day to run your business. There are others who are dealing with the same things, so come meet them. We will review the types of information could can expect to find for the next three days. Join us and discover how to get the most out of your conference days.

Functional Topics: Fundamentals, Other

Frank Vukovits

Frank Vukovits is currently Principal Evangelist at Fastpath Solutions. He has over three decades of experience as an auditor and business software professional, and he has held many previous leadership roles in implementation and management of numerous ERP projects. Vukovits is one of the proud founders of the Microsoft Dynamics AX User Group (AXUG) and served as director of programming for AXUG for seven years, as AXUG grew from just an idea to the largest user group in the world dedicated exclusively to Dynamics AX.

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9:15 AM - 10:15 AM

Symbiotic Reflections: The Yin and Yang of Dynamics 365

Bluebell

Cross Product
Functional Beginner

Nick Hance

As we build our Dynamics 365 tables, the tables also build our businesses. Let us explore this two-way relationship between the core Dynamics 365 tables and our organizations, how Microsoft wants us to use them, and how organizations are shaped by the tables. Are we getting the most out of Dynamics 365? What is it that Dynamics 365 asks from us? In this session, we will seek to gain a greater understanding of our relationship with Dynamics 365. We seek to understand how Dynamics 365 shapes us while at the same time we shape Dynamics 365 around us. What does this mean for our organization? Where we might go in our Dynamics 365 powered future?

Functional Topics: Fundamentals

Nick Hance

Nick is an expert in web technologies and runs a web and mobile development company that specializes in rescuing struggling software projects.

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9:15 AM - 10:15 AM

GP User to GP Superhero 2024 - Choose Your Own Superhero's Journey!

Iris

Dynamics GP
Functional All Levels

Amber Bell

Do you feel lost in space? Has your data been invaded by other worldly villains? Join Amber Bell for an all-new GP Adventure as you help decide the fate of the original GP Superhero!!

Functional Topics: Finance, Fundamentals, Optimization, Reporting

Amber Bell

For over 20 years, Amber Bell has helped countless companies get more out of Microsoft Dynamics GP. She has spoken at conferences and events across the country and loves making each session a fun and exciting learning experience! She is excited to be a part of DynamicsCon and can't wait to see you in Denver!

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9:15 AM - 10:15 AM

Digital Transformation with Power Platform

Maroon Peak

Power Platform
Functional Beginner

Victor Dantas and Savannah Dill

Dive into the potential of Microsoft's Power Platform with 'Digital Transformation with Power Platform.' This comprehensive presentation tailors itself to a diverse audience, from IT experts to consultants, analysts, and developers, offering insights into core Power Platform principles encompassing Power Apps, Power Automate, and Power BI. The presentation's holistic approach emphasizes the interplay of these components in automating workflows, extracting insights, and refining processes. Real-world case studies, practical exercises, and step-by-step guidance provide actionable insights for addressing digital transformation challenges. In addition to technical aspects, the presentation delves into crucial implementation considerations like governance, change management, and security. Armed with knowledge, attendees will guide their organizations through the digital age.

Functional Topics: Customer Service, Fundamentals, Sales & Marketing, Thought Leadership

Victor Dantas

Accomplished Software Developer Engineer (MCPD .NET 4.0, Azure and Dynamics CRM Certified Developer) specialized in Object-Oriented Design and Analysis with experience in the full life cycle of the software development process, according with Agile’s manifesto, including Initial Requirements and Architectural envisioning, modeling, development, release and support.

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Savannah Dill

I like to see myself as a hybrid practitioner, both a thinker and a doer, and being able not only to identify real opportunities at the fuzzy front end of the innovation process but also, design, develop and connect with users. Strong and diverse academic background with a Bachelor's of General Studies degree focused on Science and Mathematics from Indiana University South Bend. Masters degree in Emerging Media Design and Development from Ball State University Always warm and human.

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9:15 AM - 10:15 AM

Fasten your seatbelts for Field Service Copilot

Larkspur

Customer Engagement
Functional All Levels

Michelle L Albright and David Humphreys

In this session, you will learn how to use Field Service Copilot to streamline critical frontline tasks and deliver exceptional service to your customers. You will also see how Field Service Copilot works with Outlook, Teams, and Field Service Mobile to provide a seamless and collaborative experience across different platforms. Whether you are a frontline manager, a dispatcher, or a technician, you will find out how Field Service Copilot can help you save time, increase productivity, and improve customer satisfaction. Join us for this session and get ready to harness the power of AI with belts for Field Service Copilot.

Functional Topics: Other

Michelle L Albright

I have been working with Microsoft CRM since Beta = 20 years. I have worked at 2 major partners and have been at Microsoft for 7 years. I am a Dynamics Service Global Black Belt (GBB) and specialize in Field Service, Project Service and Customer Service.

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David Humphreys

Microsoft Principle Technical Specialist - Global Black Belt - Field Service at Microsoft, 40+ years Delivering Field Service, CRM and ERP Solutions

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9:15 AM - 10:15 AM

Things I know now that I wish I knew sooner, about Dynamics 365 CE

Conifer

Customer Engagement
Functional Beginner

Ali Nelson and Maryam Umar

I remember attending my first conference and feeling overwhelmed by all the content that was offered. A lot of the content was over my head or about new features in Dynamics 365 and the Power Platform that I couldn't implement in my role (I was an end user). This session is targeted to end users to give some tips about what I now know about the platform that I wish I knew sooner. I'll cover some basic configuration tips (like where configuration is done and how easy some configuration truly is), what's all included in the Power Platform and Dynamics 365, an overview of the different CE apps how to learn more about Dynamics 365, and what the Microsoft Certifications mean. We're going to cover a lot of ground in this session and I'm going to set you up for success for having a deeper understanding of Dynamics 365 and the Power Platform! If you're a pro in another product, such as Finance & Supply Chain or Business Central, you can attend to get a glimpse inside the CE world!

Functional Topics: Fundamentals

Ali Nelson

A technical trainer at heart, I love sharing knowledge with people throughout the Dynamics 365 and Power Platform community. I enjoy bringing people together and working collaboratively to make awesome things happen. Professionally, I work for a Microsoft partner, Stoneridge Software, where I partner with clients to implement Sales, Customer Service, Customer Insights, Power Platform technology, and more! As a passion, I'm a co-host of the Dynamics Hotdish podcast - you can find our episodes on your favorite podcast platforms!

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Maryam Umar

I work as a consultant in Powe platform and Dynamics 365.I am an enthusiastic for learning new things and making solution easier for our clients.

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9:15 AM - 10:15 AM

Welcome for Prospective Customers

Evergreen EF

Finance ∓ Supply Chain
Functional Beginner

Anne Krupke

Welcome for Prospective Customers is a session designed to help you get the most out of DynamicsConLive. You are trying to figure out if Dynamics 365 Supply Chain and Finance is the right product to run your business. Other businesses have requirements that may be similar to yours so come share what you are looking for. We will review the types of information could can expect to find for the next three days. Join us and discover how to get the most out of your conference days.

Functional Topics: Fundamentals, Other

Anne Krupke

Anne Krupke is a Senior Product Marketing Manager at Microsoft who specializes in Dynamics 365 Finance and Supply Chain management. She has been an avid community member throughout her Dynamics career and is a veteran presenter at DynamicsCon Live.

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9:15 AM - 10:15 AM

Use Your System Better Than You Ever Have!! Business Central Tips and Tricks!

Evergreen D

Business Central
Functional Beginner

Shawn Dorward

You have Business Central but are you using it effectively and efficiently? Join me for this session to talk about cool features and functionality you may be overlooking or simply not aware of!! Everything from data entry to processing transactions, there will be tips for everyone!

Functional Topics: Finance

Shawn Dorward

Shawn Dorward (Vice President at sa.global) is a business and technology professional focusing on efficiencies and maximizing the return on projects and technology investments. Shawn proudly serves the Dynamics Community and can often be found presenting at community events around the US and online. He regularly shares his tips and experiences via his personal blog site, LifeHacks365.com. LifeHacks365.com provides tips and tricks for Dynamics 365 products, such as Dynamics GP & Business Central (BC), as well as Office 365 products, such as Excel & Outlook.

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9:15 AM - 10:15 AM

Building Your Bot: A Step-by-Step Guide to Copilot Studio

Evergreen A

Power Platform
Functional Beginner

Dian Taylor

Have you ever dreamt of creating your very own chatbot without code? Join me for an immersive exploration of Microsoft's Copilot Studio, a low-code/no-code gem in the Power Platform family. During this session, we will take a deep dive into the world of Copilot Studio, unraveling its essential components. You'll be amazed at the possibilities this tool offers! But that's not all! I'll go a step further and demonstrate how you can seamlessly utilize Power Automate to perform actions on your backend systems! And to add a cherry on top, I'll briefly touch upon the seamless integration with Dynamics 365 Customer Service, where your customer interactions can smoothly transition from Copilot to a live agent. Get ready to be amazed by the potential of chatbot creation without the need for coding. This session is your gateway to a world of possibilities with Copilot Studio!

Functional Topics: Other

Dian Taylor

Dian Taylor is a 4x Microsoft Business Applications MVP and Dynamics 365 (CRM) Presales Director at RSM. She has been involved in solution designing, implementing, configuring and customizing several complex scenarios in various industry sectors. D365-CE modules: Sales, Custer Service, Field Service, Project Operations & Omnichannel for Customer Service. Besides Dynamics 365, Dian works with Power Platform components like Power Automate, Power Virtual Agent, etc. She has also created several courses on LinkedIn Learning.

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9:15 AM - 10:15 AM

What's New in Business Central: Developers Edition

Evergreen B

Business Central
Technical All Levels

Tonya Bricco-Meske

With minor releases rolling out every month and two significant major releases within the past year, it can be challenging to stay informed about all the changes. Join us in this session to explore some of the latest and most impactful features that have been introduced in Business Central. The topics covered will include how to use new features to enhance your custom development. You won't want to miss this opportunity to get up to speed with the latest development features available in Business Central!

Technical Topics: App Development, Fundamentals

Tonya Bricco-Meske

Tonya is an accomplished developer with over seven years of experience specializing in the creation of tailored solutions for Microsoft Dynamics 365 Business Central and Dynamics NAV. Her expertise encompasses designing and implementing customizations, seamlessly integrating systems through APIs, harnessing the power of the Power Platform, and crafting insightful reports. Her versatile experience spans from executing on-premise installations and upgrades to providing top-notch support for many customers in the cloud.

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9:15 AM - 10:15 AM

Unleash the Potential of Manufacturing with Business Central

Aspen Amphitheater

Business Central
Functional Beginner

Mark Hamblin

This presentation focuses on the configuration aspects and requirements for using the manufacturing module in Business Central. In the first part of our presentation, we'll introduce you to production orders, capacity modeling, bill of materials (BOMs) and routings, and inventory configurations for manufactured items. Next, we'll explore automated replenishment, including stock-keeping units, item planning parameters, and avoiding common pitfalls in material requirements planning (MRP). By automating your replenishment process, you can save time and reduce the risk of stockouts, ensuring you always have the materials you need to keep production running smoothly. Join us for an engaging and informative session showing you how to get the most out of Dynamics 365 Business Central's manufacturing functionality. Take advantage of this opportunity to revolutionize your manufacturing process and unleash the full potential of your operations.

Functional Topics: Manufacturing

Mark Hamblin

Mark Hamblin is passionate about Dynamics 365 Business Central for manufacturing and distribution and has a deep technical knowledge of the platform.

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10:15 AM - 10:30 AM

Break & Sponsor Mingling

Atrium, Evergreen Foyer, & Peak Foyer

10:30 AM - 11:00 AM

Accelerate Better Decisions: Solver’s QuickStart to Better Reporting, Budgeting & Analysis

Cottonwood

Cross Product
Functional All Levels

Mark Bennett and Vishakha Shah

Do you dread the annual budgeting process? Does it take too much time to update forecasts throughout the year? Do you have the right analysis tool in place to measure performance and automate key management reports? Good News – all this and much more can change in as little as a day! Join this session to learn how Solver's QuickStart Deployment can help you rapidly connect your D365 data and unlock a suite of ready-to-use report templates to achieve: • Advanced Reporting: Move beyond traditional reporting to generate fast, easy, and accurate insights that drive action and results. • Advanced Planning: Seamlessly weave your financial and operational data for holistic planning. Go beyond the basics by budgeting for any time-period (custom calendars) and any data source. • Adaptive Forecasting: Tailor predictions based on dynamic business environments. • Strategic Decision Making: Stop the guesswork with powerful visualizations to spot trends and opportunities quickly and accurately.

Functional Topics: AP/AR Automation, Finance, Optimization, Reporting

Mark Bennett

Mark Bennett has over 25 years of leadership, strategic business and partner development, account-based marketing, and digital transformation solution development with companies like Solver, Microsoft, IBM, Great Plains, FRx and Oracle. As a Senior Partner Development Manager with Solver, Mark helps Partners realize the potential of Solver’s Solution to transform the Financial Planning & Analysis process with their customers. Through his focus on building intellectual and emotional buy-in he inspires executives and teams to collaborate to achieve beneficial Digital Transformation outcomes.

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Vishakha Shah

Rose works for Solver as a Senior Solutions Engineer based out of Toronto, Canada. She is responsible for working with prospects to tailor and present the right Solver solution to achieve their business objectives. Rose has 3+ years of experience as a Solutions Consultant implementing financial reporting, budgeting, and CPM software. Prior to joining Solver, she spent 2+ years as a Senior Pre-Sales lead in the maintenance space for manufacturing, health care and retail industries. She is passionate about dancing, cooking and Formula 1.

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10:30 AM - 11:00 AM

UAT: Lessons Learned and Best Practices

Pikes Peak

Business Central
Functional All Levels

Trish Boccuti

User Acceptance Testing (UAT) is a crucial phase in the software development lifecycle that must be completed for project success. However, like other processes, it comes with challenges that stem from time constraints, incomplete requirements, and inadequate data. In this session, you’ll hear about some powerful best practices we’ve learned and adopted from what we’ve experienced in the field.

Functional Topics: Project Management

Trish Boccuti

Trish holds a deep-seated enthusiasm for fostering connections and communities within the technology sector. With more than 15 years of specialized experience in the Microsoft Dynamics channel, she is dedicated to engaging closely with clients to devise and implement software strategies that bolster enterprise effectiveness, compliance, and growth. Her profound understanding of the technology ecosystem, combined with her expertise in tailoring software solutions for a diverse range of customer segments, underscores her commitment to enhancing organizational performance and outcomes.

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10:30 AM - 11:00 AM

Move your GP to the Cloud and get MORE FREE with PowerGP!

Longs Peak

Dynamics GP
Functional Beginner

Mike McPhilomy and Windi Epperson

Ready to SIMPLIFY your life? Come see how PowerGP Online makes Dynamics GP easier to use, and more powerful, too! Not only have we modified dozens of windows to reduce mouse clicks and increase usability, but we have also added free NEW MODULES! PowerGP Import makes imports and updates a breeze. PowerGP Banking allows you to instantly download transactions from your bank accounts and credit cards and makes reconciling with what is already in GP fast and easy. And be the first to see PowerGP Payments, electronic payments built specifically for Dynamics GP! And so MUCH MORE! Once you see it, you will never want any GP that isn’t PowerGP!

Functional Topics: Azure, Migration, Other

Mike McPhilomy

As Njevity’s Director of Sales and Marketing, Mike is responsible for generating new business opportunities as well as supporting our Customers and Partners. Through Njevity’s Partner Program, Mike’s team works with Dynamics GP Partners and Resellers who want to provide their customers with an exceptional Dynamics GP Cloud experience through our PowerGP Online Cloud Offering.

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Windi Epperson

CPA with 25+ years selling, implementing, and supporting Dynamics GP. Now the Director of Research & Development at Njevity, enjoying creating new functionality for Dynamics GP.

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10:30 AM - 11:00 AM

I want my Dynamics 365 data and I want it now!

Aspen Amphitheater

Business Central
Technical Beginner

Chris Hanson and Alicia Bement

In this session we’ll discuss integration, virtual integration (display data from one system inside another), migration of historical data (embedding and displaying legacy data within your Dynamics 365 system), reporting across multiple apps, building custom lists without code, and much more. Whether you are using Business Central, Finance, Customer Engagement or GP - the eOne suite of tools allows your systems to fully talk to each other and build a complete solution around your Dynamics 365 environment.

Technical Topics: Integration, Migration

Chris Hanson

Chris has been part of the eOne team for the last 14+ years, based in Fargo, ND. Within eOne, Chris has worked through support, development, consulting, and the sales teams before ending up in a product management role. Chris focuses on helping the eOne team and our partners deliver a complete integration and data management solution based on Popdock and SmartConnect.

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Alicia Bement

Getting Alicia out of the Dental industry was like pulling teeth, but 10 years into her eOne career she is still putting smiles on thousands of customers’ faces. Alicia has a passion for helping customers become more efficient in their daily tasks, by using SmartConnect to automate manual data integration between systems and Popdock for reporting, virtual integration and migrations.

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10:30 AM - 11:00 AM

Driving Tax Compliance Success: The Power of Avalara

Evergreen D

Business Central
Finance ∓ Supply Chain
Functional Beginner

Larry Sheetz

Join Avalara for an engaging session as we explore key success stories, uncovering the challenges faced and the transformative impact of tax compliance automation on businesses, leading to remarkable achievements. Discover the pivotal role automation plays in streamlining tax compliance, enhancing financial operations, and fostering business expansion. The effectiveness of seamlessly integrating Avalara's tax compliance solutions with Dynamics 365 will be highlighted, along with our key strategic products to boost your productivity. Join us for an enlightening discussion, and gain insights into the strategies and technologies that can propel your business toward success. Don't miss this opportunity to learn and apply key lessons to drive positive change in your organization.

Functional Topics: Finance, Other, Thought Leadership

Larry Sheetz

Currently a Sr. Sales Executive on the Microsoft Team at Avalara. Since joining Avalara in July 2019, Larry has worked with hundreds of Microsoft customers to develop tailored sales tax solutions specific to their compliance needs. Prior to joining Avalara, Larry was a Financial Advisor with Edward Jones for 3 years in the Greater Seattle area. Before Edward Jones, he was an Officer in the U.S. Coast Guard for 8 years and is a 2008 graduate of the U.S. Coast Guard Academy.

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10:30 AM - 11:00 AM

Beyond Borders: Navigating Global Tax Compliance with Dynamics 365 & Vertex

Conifer

Finance ∓ Supply Chain
Functional Beginner

Mark Bohlman

Business expansion comes with great opportunity, but also inherent risk, particularly in the realm of global compliance. Join us as we discuss the unique challenges businesses face when expanding into new regions and discover the transformative power of automation in mitigating risks and streamlining compliance. In this session, we'll unravel the complexities of tax compliance, discuss automation strategies within Dynamics 365 and Vertex, and gain valuable insights into the essential tools and techniques that pave the way for successful business expansion. Join us to discover how together, Dynamics 365 and Vertex, are indispensable assets for business expansion and successfully navigating the intricate landscape of global tax compliance.

Functional Topics: AI + Automation, Finance

Mark Bohlman

Working in tax technology for 30 years and now helping companies ease the burden of indirect taxes throughout their entire technology ecosystem.

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10:30 AM - 11:00 AM

Keep your inventory in shape with Microsoft Dynamics & Netstock

Evergreen EF

Business Central
Dynamics GP
Functional Beginner

Vaughan Proctor

Is poor inventory health affecting your customers and impacting your bottom line? We have the solution! Keep your business in tip-top shape with inventory specialists - Netstock! Don't let poor inventory management hold your business back. Join inventory specialist Vaughan Proctor where he'll demonstrate how, together with Microsoft Dynamics, Nestock allows you to: Place accurate orders Prevent stock-outs Minimize excess stock Optimize material resource planning(MRP) With Netstock, your business remains agile. Quickly adapt to supply and demand trends and stay one step ahead of your competitors! What's the current health of your inventory? Take our short quiz, bring the results to our booth for a complimentary consultation with our inventory specialists, and collect your complimentary first aid kit.

Functional Topics: Inventory Management, Manufacturing, Optimization, Supply Chain

Vaughan Proctor

With over 20 years of experience in solution selling and channel management. Vaughan has been involved in demand and supply planning with Netstock for the last 10 years and is passionate about building strong relationships and adding value to both partners and their customers.

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10:30 AM - 11:00 AM

Elevate your efficiency with full-service EDI

Evergreen C

Business Central
Dynamics GP
Finance ∓ Supply Chain
Functional All Levels

Brian Lynch

Do you want to speed up processing times, decrease order management costs, and effectively scale your business? Growing your business in today’s competitive landscape without EDI automation is like trying to climb a mountain without a guide. Join SPS Commerce and learn how to illuminate the path to efficiency, clarity, and insight into your business. We’ll explain how you can overcome business challenges with EDI for Dynamics 365. With access to the leading retail network and industry-leading automation, SPS Commerce Fulfillment (EDI) for Dynamics can help you achieve your business goals. Whether you're a small business owner or a supply chain professional, this session is a must-attend to discover the benefits of automated EDI and how SPS Commerce can propel your business to new heights.

Functional Topics: AP/AR Automation, Commerce, Optimization, Supply Chain, Thought Leadership

Brian Lynch

Brian Lynch is a Senior Dynamics Solution Specialist for SPS Commerce helping Microsoft Dynamics users solve EDI/XML integration challenges. Brian joined the Dynamics Community in 1997 and has held various roles in consulting, product management, presales and sales. Brian is active in the Dynamics GP, BC and FSCM communities through user groups, in person events and online.

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10:30 AM - 11:00 AM

Barcode Integration in Business Central to Streamline Operations

Evergreen B

Business Central
Functional All Levels

Mark Hamblin

Discover the transformative power of inventory, shipping, and shop floor operations with Microsoft Dynamics 365 Business Central and barcode technology. This session highlights the integration of Insight Works' apps and mobile computing options for various operations We will explore Insight Works' suite of apps, focusing on how their barcode functionality improves inventory tracking, shipment processing, and employee time management. - Explore the synergies of Business Central, Insight Works' apps, and barcode technology for optimized operations. - Understand the diverse mobile computing hardware options suitable for various business scales. - Learn about the crucial role of barcodes in improving inventory control, shipping efficiency, and shop floor time collection. - Gain insights into best practices for leveraging these integrated solutions. Embark on this enlightening journey to elevate your operations to new heights of efficiency and effectiveness!

Functional Topics: Inventory Management, Manufacturing, Supply Chain

Mark Hamblin

Mark Hamblin is passionate about Dynamics 365 Business Central for manufacturing and distribution and has a deep technical knowledge of the platform.

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10:30 AM - 11:00 AM

Modernize Your Bank reconciliation Process with Nolan Apps!

Evergreen A

Business Central
Functional All Levels

Carole D'Arcy and Patricia Gilbert

Get ready for an epic ride as we showcase Nolan Bank Feeds and Automated Bank Reconciliation modules! In a world where time is money, your finances need to be on point, and that's where our game-changing system comes in. Say goodbye to unreliable bank data feeds or manual bank statement import with Nolan Bank Feeds. Combine it with Automated Bank Reconciliation for personalized matching and auto-posting rules that will take you from auto-reconciling 50% of your data to auto-reconciling 90% of it! Don’t miss this opportunity to embrace technology and revolutionize your financial operations!

Functional Topics: Finance

Carole D'Arcy

Financial solution expert with extensive experience in ERP implementations, business process reviews and technology improvements. As a Chartered Accountant with specialization in Information Technology, Carole is passionate about working through an organization’s business requirements and proposing solutions that improves its use of technology.

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Patricia Gilbert

As Nolan Business Solutions' General Manager of North America, Patty's passion is assisting our clients in growing their businesses by providing the right resources to simplify the growth process. With a background as an auditor and a controller who also earned a CPA license, she expertly combines her financial expertise with her software consulting skills to guide organizations in improving their financial processes with cutting-edge technology.

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11:00 AM - 12:00 PM

Tricks of the trade for supporting Citizen Development

Blanca Peak

Cross Product
Functional All Levels

Douglas Hubbard

Are you interested in enabling and optimizing Citizen Development for your organization but unsure of how to navigate this uncharted territory? Transport Canada's Power Apps Centre of Excellence (PACE) has been working at this conundrum for years, and this session discusses what we've come up with. Topics covered include: how to structure your tenant, leveraging the CoE toolkit to both support and effectively monitor Citizen Developers; how training and support needs differ from Professional Developers; defining where Citizen Development is (and isn't) appropriate; how to establish effective Fusion Teams; managing expectations and defining obligations for each "flavor" of development; finding the right governance balance between innovation and risk management; ways and means to be inclusive with your Citizen Developers; the often thorny question of maintenance; and establishing a development community that can support one another.

Functional Topics: Customer Service, Diversity, Equity & Inclusion, Fundamentals, Migration, Optimization, Thought Leadership

Douglas Hubbard

With over 35 years of IT experience in both private and public sector, Douglas joined Transport Canada (TC) in 2014. He has been involved in several major transformation projects as Manager at TC, with a focus on modernizing of technology in support of inspections and regulatory enforcement, breaking IT silos, and leveraging Power Platform at the department. After winning the National Creativity and Transformation Award, Douglas founded the Power Apps Centre of Excellence (PACE) in 2020. PACE has won multiple federal awards and become a leader in the Government of Canada for PowerApps.

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11:15 AM - 12:15 PM

A Beginner's Guide to Dynamics 365 CE/ CRM Sales

Larkspur

Customer Engagement
Technical Beginner

Meron Gebremedhin and Julie Yack

Embarking on a new journey need not be intimidating. Join us in this session to explore the fundamental principles of dynamic sales and witness them in action.

Technical Topics: Fundamentals

Meron Gebremedhin

"Never underestimate the resilience of someone who refuses to quit." - George Herman Ruth Meron Gebremedhin, a trained software engineer originally from Ethiopia, migrated to the United States in 2017. Over 14 years, she's worn various hats, including running an international business. In the U.S., she earned over 16 Microsoft certifications, inspired by her mentorship within the Microsoft community. She founded Pathfinders, a Power Platform organization, to support immigrants in the United States in achieving their tech goals.

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Julie Yack

Julie Yack, learner, mentor, author, trainer, advocate, photographer, globetrotter, 15x Microsoft MVP

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11:15 AM - 12:15 PM

Is this the Right Report?

Pikes Peak

Business Central
Functional Beginner

Brad Hearn

Business Central, including it’s integration with Power BI, provides numerous reporting options. And options continue to grow. But which is the best way to provide the information for a particular business user? In this session we will learn about all the reporting options for Business Central and select the best one to satisfy your business user’s needs by making sure it has the: 1. The right information 2. In the right format 3. At the right time 4. Using the right delivery method

Functional Topics: Reporting

Brad Hearn

With Liberty Grove Software, assists organizations on their implementation of Microsoft Dynamics NAV and Dynamics 365 Business Central, as well as associated BI solutions and ISV products. Previously led Enterprise Reporting team for large pension fund investment organization and consulted for a major BI vendor in the implementation of BI and ETL solutions with its customers across North America. Major strengths include combining strong technical and analysis skills with the ability to understand and work with IT and business at multiple organizational levels.

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11:15 AM - 12:15 PM

Leveraging Workflow Throughout GP

Bluebell

Dynamics GP
Functional All Levels

Bryan Hack

Join us and discover the power of Workflow throughout Dynamics GP, where robust workflow capabilities redefine, operational efficiency leveraging approvals seamlessly integrated into Outlook. Follow along using a “Day in the life scenario” to walk through different processes following key internal controls. Delve into complex workflow design, including the configuration and approval of Vendors, Accounts, Requisitions, and Purchase Orders, extracting maximum functionality from your Dynamics GP. Gain an understanding of often-overlooked key GP functions that add significant value with minimal deployment, and we’ll also discuss Modern Authentication requirements that you need to know about. Our session includes "tips and tricks" for setup and designing workflows as well as covers some other underutilized functions. Don't miss this opportunity to elevate your Dynamics GP experience with practical insights and expert guidance.

Functional Topics: Finance, Fundamentals, Inventory Management, Optimization, Other, Supply Chain, Thought Leadership

Bryan Hack

Bryan embarked on his consulting journey with GP in 2002. For over a decade, he worked with 2 Microsoft Partners in Vancouver, BC implementing & supporting GP. Bryan's expertise spans diverse sectors, including forestry, mining, distribution, not-for-profit, and government. Transitioning to a start-up Management Consulting firm, he delivered ERP software selection services & implementation support. Concurrently, Bryan served as the go-to consultant and trusted advisor for key GP customers. In April 2016, he decided to focus solely on GP, building a dedicated team around this specialization.

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11:15 AM - 12:15 PM

Automating Standard Business Processes using Power Automate, Teams and Dynamics 365

Cottonwood

Business Central
Power Platform
Cross Product
Functional Beginner

Shannon Mullins

In this session, I will show three common use cases for automation inside standard business processes, using Microsoft Teams, Power Automate and Dynamics 365. I will also explain how these use cases can be translated to connect to other accounting and ERP systems using PA along with additional steps you can utilize with SharePoint as well.

Functional Topics: AP/AR Automation, Optimization

Shannon Mullins

Shannon Mullins is the CEO and founder of a BC Consulting Group and a Microsoft MVP of Business Applications. She has over 20 years' experience across a wide variety of disciplines and products, including accounting, information technology, professional services, insurance, healthcare, mortgage lending, distribution, manufacturing, project management and deployment and implementation of CRM and ERP systems. She currently resides in Nashville, TN and is an experienced international speaker and teacher.

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11:15 AM - 12:15 PM

What's New in Finance in 2024

Evergreen EF

Finance ∓ Supply Chain
Functional All Levels

Anne Krupke

In this session we will review all of the new additions in the Finance areas of Dynamics 365 Finance and Operations, including some demos, highlights on the AI and Co-pilot capabilities added, and a view of what's planned on the roadmap in the coming wave.

Functional Topics: AI, Finance, Optimization

Anne Krupke

Anne Krupke is a Senior Product Marketing Manager at Microsoft who specializes in Dynamics 365 Finance and Supply Chain management. She has been an avid community member throughout her Dynamics career and is a veteran presenter at DynamicsCon Live.

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11:15 AM - 12:15 PM

Making the most out of your Power Platform Copilot

Evergreen C

Power Platform
Technical Beginner

April Dunnam

The world of low code solution development is changing with new generative AI powered Copilots. In this session, we'll explore what we can do with the Copilots across the Power Platform (Power Apps, Power Automate, PVA and Power Pages). You'll see real world examples and uncover tips and tricks to get the most out of the functionality.

Technical Topics: AI, App Development

April Dunnam

Process Automation Princess. SharePoint Siren. Karaoke Queen. A woman who codes, but teaches others to build apps and automation with zero code. April is a Power Platform Developer Advocate at Microsoft with a love and passion for the Power Platform. She maintains a blog with M365 and Power Platform related topics that you can find at https://www.sharepointsiren.com and YouTube channel at https://www.youtube.com/c/aprildunnam. You can follow her on twitter https://twitter.com/aprildunnam and find her on GitHub at https://github.com/aprildunnam

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11:15 AM - 12:15 PM

Give the User a chance!

Evergreen B

Business Central
Technical All Levels

Henrik Helgesen

This session will give both Developers and Users/Consultants some insight to some of Development Standards that seem to have been forgotten. Standards that will help users and keep support to a minimum. When doing the development for a process, it is important to keep the user experience in mind as well. There are several easy tips and tricks to ensure a smooth user experience.

Technical Topics: App Development, User Adoption

Henrik Helgesen

Henrik is a Veteran in the NAV and Business Central world. Henrik has worked with clients in a plethora of industries and geographic locations and sizes. Henrik is proud to be known as a dinosaur ...

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11:45 AM - 12:45 PM

RealTime Engagement in Moments that Matter

Iris

Cross Product
Technical All Levels

Tim Smith

Timing is everything, and Data drives decisions. In this session we will discuss how to establish a richer understanding of your customers, by virtue of data coming together from multiple disparate systems and unified. Then using this data set to empower the creation of customer journeys that can be triggered in real time as information across the enterprise is made available to systems of ACTION. We will discuss how the data is unified in a no code SAAS application to democratize data management for systems of advanced analytics and enriched with AI models then simultaneously made available to systems of activation without the need for expensive integrations. Then we will demonstrate how that data is accessed in systems of action to automatically trigger engagement as data changes.

Technical Topics: AI + Automation, Azure, Dataverse

Tim Smith

Tim has been at Microsoft for 8 years. His current role is a Global Black Belt assisting customers achieve modern analytics that drive Customer Experiences. Prior to Microsoft he was a serial entrepreneur with a career that started in the Music Industry and evolved into systems integration with Great Plain and Microsoft CRM.

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11:45 AM - 12:45 PM

What's New in Supply Chain Management

Longs Peak

Finance ∓ Supply Chain
Functional All Levels

Nicole Joyce

This session will include an overview of the latest features released in Dynamics 365 Supply Chain Management, including the latest AI Copilot innovations.

Functional Topics: AI, Inventory Management, Manufacturing, Supply Chain

Nicole Joyce

Nicole is a Senior Solution Architect on the FastTrack team at Microsoft. She has 15 years of experience in Supply Chain Management and is especially passionate about all things related to Warehouse Management!

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11:45 AM - 12:45 PM

Battle of the Apps: Canvas vs Model

Maroon Peak

Power Platform
Functional Beginner

Connor Ingram

Come learn about the ins and outs of canvas and model apps on the Power Platform in a fun and interactive session! We’ll cover the differences, features, and strengths of each app type so you can make the best decisions for your projects. This session is perfect for new app makers looking to up their game and have fun doing it!

Functional Topics: Fundamentals

Connor Ingram

Hey! I'm Connor. I'm a citizen-developer turned Power Platform Solution Architect. I used to work in the Audio Visual industry as an audio engineer. My Power Platform journey began when I started helping a company with their inventory system. Using PowerApps, I was able to build my own inventory management system - solving multiple short comings of the existing system. Fast forward to today, and I'm a full time solution architect at CongruentX. I'm passionate about education, and I love bringing new people into this community!

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11:45 AM - 12:45 PM

PowerFx Command Buttons in Action

Primrose

Customer Engagement
Technical Beginner

Aiden Kaskela

Join me as we delve into the simplicity and flexibility of creating custom confirmation dialogs, duplicating records, and carrying out bulk updates with enhanced safety measures, all with Power Fx. This session is perfect for those looking to streamline their Dynamics workflows and for professionals eager to leverage their Dynamics 365 platform to its fullest extent with minimal coding requirements. Key highlights of this interactive session will include: - Building user-friendly custom confirmation dialogs to improve user interactions and data input accuracy. - Efficiently cloning records to streamline data management processes to save time and reduce data entry errors. - Allow bulk update in a safe way, limiting the chances of mistypes wreaking havoc on your system. - Integrating Power Automate flows to make Command Buttons much more powerful. - Show in-app notifications to your users.

Technical Topics: Dataverse

Aiden Kaskela

Business Applications MVP and Dynamics 365 / CRM enthusiast, I've been an Architect and Developer for 16 years. In my spare time I build free add-ons available at WorkflowElements.com. I'm very active in the Microsoft Dynamics CRM Forum and have been recognized as a Microsoft Community Contributor.

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11:45 AM - 12:45 PM

Working with Assembly Orders in Business Central

Aspen Amphitheater

Business Central
Functional Intermediate

David Wiser

Don't want to work with the complexity on full manufacturing in Business Central? Assembly Order can do much of the same function with reduced setup and processing. During this session, we'll review how to setup and use assembly orders and discuss some of the differences between assembly orders and production orders.

Functional Topics: Manufacturing

David Wiser

With over 25 years as a Controller and Consultant, Dave is a proven Dynamics BC|NAV and business professional with broad experience in the planning, architecture, management, and implementation of Microsoft Dynamics Business Central/NAV. Dave is also proficient in the management of operations and finance functions, and the design, development and implementation of accounting and operating business processes and policies. Dave is a frequent trainer and presenter at various conferences with high approval ratings.

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11:45 AM - 12:45 PM

What's new in Commerce in 2024

Conifer

Finance ∓ Supply Chain
Functional Intermediate

Rachel Profitt and Kelly Mazur

In this session, we will talk about the new features in Dynamics 365 Commerce that have been added recently. We will cover many features at a high level and deep dive into a couple of key items. We will focus on how to know whether the feature is relevant to your business and provide additional resources on how to learn more and get the features installed.

Functional Topics: Commerce

Rachel Profitt

The Dynamics 365 Lady. Autism is her superpower. A woman who loves technology and peicing things together. Rachel is a FastTrack Solution Architect, former MVP, and community advocate at Microsoft. She maintains a blog at https://Dynmaics365Lady.com You can find her YouTube channel at https://www.youtube.com/c/Dynamics365Unboxed Tune into Top of Mind with Anne and Rachel every Wednesday on LinkedIn at 12:00 Pacific Time at https://www.linkedin.com/company/tom-with-anne-and-rachel/

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Kelly Mazur

At Evenica, Kelly leads the marketing strategy, Microsoft partnership, and brand alignment. Through strategic marketing planning she is articulating Evenica’s value of offerings, managing alliances and driving channel partnerships. Kelly oversees Evenica’s Microsoft partner strategy which includes understanding Microsoft programs and go-to-market approach, and how Evenica aligns itself to that momentum. Kelly's current focus is creating industry-specific sales plays and related content, to drive Dynamics 365 and Power Platform engagement for her sales team.

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11:45 AM - 12:45 PM

BC Security Shouldn't be Cloudy

Evergreen D

Business Central
Functional Beginner

Mark Polino

Security is never perfect, but it can be better and without a lot of effort. In this session, you'll learn how to make BC security better tomorrow than it is today. We'll cover practical tips to quickly improve security and principles for longer-term maintenance.

Functional Topics: Finance, Fundamentals, Optimization

Mark Polino

Mark Polino is a Certified Public Accountant with related certifications in financial forensics and information technology. He has worked with ERP systems for more than 20 years with last 6 years focused exclusively on system security. Mark is the author or co-author of 20 books related to ERP systems and ERP security and he speaks regularly on security-related issues.

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12:15 PM - 1:15 PM

Lunch & Sponsor Mingling

Pavillion - Rocky Mtn Event Center

1:30 PM - 2:30 PM

Customer Service Optimization you need for your business! Managing cases made easy.

Primrose

Customer Engagement
Functional Intermediate

Vidit Gholam

Often times, we see that effective services offered by organizations play a vital role in establishing a good perception of a business. In this session, I'll walk you through how you can automate case management activities that are effective and helpful for your customizations and your team. We'll see how we can be creative in Dynamics 365 to utilize it's potential to work for our team make the most of the platform.

Functional Topics: Customer Service

Vidit Gholam

I’m a software developer working with CloudFronts Technologies Pvt. Ltd. Mumbai India as an Senior Consultant Dynamics 365 CRM / Power Platform. I enjoy solving complex business challenges though Microsoft Dynamics 365 CRM & Power Platform. I am also keen on learning and exploring more in the world of Dynamics 365 & Power Platform.

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1:30 PM - 2:30 PM

Budgeting Bonanza: Mastering Cash Flow Forecasting with Business Central

Pikes Peak

Business Central
Functional Beginner

Tasha Anspach

In this interactive session, you’ll dive into the world of budgeting and cash flow forecasting within the dynamic environment of Business Central. We will look at how to set up and manage budgets effectively, ensuring your business stays on track and profitable, understand the art of cash flow forecasting, predicting future cash inflows and outflows to avoid potential shortfalls, and utilize the powerful features of Business Central to streamline your budgeting and forecasting processes.

Functional Topics: Finance, Reporting

Tasha Anspach

Tasha Anspach, Enterprise Engagement Lead at Dynamic Consultants Group, is a distinguished consultant with a deep acumen in D365 Business Central & Power Platform. Drawing from her experience in Dynamics SL support, ISV assistance, and crafting solutions for multifaceted industry scenarios, Tasha guides businesses towards transformative success. She is not only a beacon of sales and technological expertise but also harbors a whimsical passion for unicorns, symbolizing her unique approach to business solutions. Tasha champions organizations to realize their fullest potential through technology.

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1:30 PM - 2:30 PM

Build smarter automation with AI Builder

Maroon Peak

Power Platform
Functional Intermediate

Luc Labelle

Embed AI capabilities in your Power Automate flows. Join us in this session and learn how to integrate AI capabilities in your Power Automate flows as we demonstrate how AI Builder can help you and your organization save time and money by augmenting simple flows with Artificial Intelligence. In this session we will work with simple use cases, based on real business requirements that all attendee can relate to.

Functional Topics: AI, Fundamentals, Optimization

Luc Labelle

Luc has been working in IT for the past 23 years. With over 15 years of experience as a consultant, he's been involved in countless Office 365, SharePoint, Power BI and Power Platform projects. The context of intervention he has worked in has allowed him to develop a significant technical skill set and a substantial understanding of numerous business models. Business Applications MVP, he runs the Montreal Business Applications User Group and has delivered countless of sessions around the world, always presenting on cutting edge Microsoft technology.

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1:30 PM - 2:30 PM

Improving Efficiency in Supply Chains with D365 Vendor Collaboration Portals

Blanca Peak

Finance ∓ Supply Chain
Functional Beginner

Hitesh Jingare

Explore the untapped potential of Vendor Collaboration Portals within Dynamics. This deep-dive session will demonstrate how to establish seamless communication and collaboration channels with your vendors, fostering a more efficient and transparent supply chain ecosystem. Learn to leverage the collaborative features of Dynamics 365 to streamline order processing, share real-time information, and enhance overall vendor relationships.

Functional Topics: Supply Chain

Hitesh Jingare

I am an accomplished Senior Functional Consultant in ERP at CloudFronts Technologies, specializing in Supply Chain Management (SCM) and Commerce solutions. With an extensive background spanning over 3 years, I possess a wealth of experience in implementing and optimizing ERP solutions, particularly focused on enhancing SCM and Commerce functionalities.

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1:30 PM - 2:30 PM

Unlocking Accessibility: Is Chat GPT The Key?

Longs Peak

Cross Product
Technical All Levels

Taylor Dorward

In our digitally connected world, accessibility is no longer a goal; it's a necessity. Join our captivating session exploring Chat GPT's transformative potential as an accessibility tool. Discover how it's revolutionizing disability interactions, breaking barriers, and creating opportunities. Dive into practical examples showcasing its power to enhance lives. This session isn't just about one-way assistance; it's about fostering inclusivity. Explore how Chat GPT enables active engagement and support for individuals with disabilities, creating an empathetic digital environment. Get ready to unlock the potential of Chat GPT, fostering a more inclusive, connected, and compassionate world. Join us, and together, let's empower accessibility for all.

Technical Topics: AI

Taylor Dorward

Hello all! My name is Taylor Dorward and I am a Power Apps Consultant and Accessibility Evangelist in the Microsoft ecosystem. I have spoken at several conferences, including, Summit North America, DynamicsCon Live, DynamicsCom Virtual, and Directions NA. I enjoy discussing my passion for Power Apps and Diversity and Inclusion in the workplace - I hope you are able to join me for one of my sessions!

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1:30 PM - 2:30 PM

You CAN have it all! Keep your GP and be in the CLOUD!

Bluebell

Dynamics GP
Functional Beginner

Mike McPhilomy

Have you been told that moving to the cloud means leaving Dynamics GP behind? In this session we will bust that myth and show you several options for taking the Dynamics GP system that you know and love to the cloud without disrupting your business or losing your data. If you have anxiety about what a move to the cloud might mean for your accounting team, this is the session for you! Learning Objectives: 1. You can move your Dynamics GP to the Cloud 2. Azure and Dynamics GP: Should I try it? 3. What are my Private Cloud Options for Hosting Dynamics GP?

Functional Topics: Other

Mike McPhilomy

As Njevity’s Director of Sales and Marketing, Mike is responsible for generating new business opportunities as well as supporting our Customers and Partners. Through Njevity’s Partner Program, Mike’s team works with Dynamics GP Partners and Resellers who want to provide their customers with an exceptional Dynamics GP Cloud experience through our PowerGP Online Cloud Offering.

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1:30 PM - 2:30 PM

Innovating with PowerApps in Production and Warehousing Quality Management

Cottonwood

Finance ∓ Supply Chain
Cross Product
Technical Intermediate

Jessica Burkhart and Chad Schadewald

In this session we explore how to use event-based activities to insert a PowerApp into a business process inside D365 F&SCM. By creating a PowerApp that can run on a tablet or other mobile device, learn how this technology is used to create a Quality Control App that allows users to determine production quality, by utilizing business events during production order execution.

Technical Topics: App Development, Integration

Jessica Burkhart

Jessica Burkhart leads the D365 F&O development team at Strabo. With years of experience as a developer and manager, Jessica focuses on development project excellence. Her team delivers solutions optimized for individual customers that empower the end user. When not working on development, you can find Jessica skiing, traveling or camping in the Colorado backcountry.

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Chad Schadewald

Chad Schadewald, Power Apps Developer and Support Engineer at Strabo Partners. Chad has developed multiple Power Apps that improve quality control and warehouse processes by utilizing power automate flows to enhance app functionality. He also has developed D365 mods for a Customer Relations Center website replacement, sales and marketing security enhancements, and multiple business events.

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1:30 PM - 2:30 PM

AppSource, Power Platform, Custom DEV in that order?

Evergreen D

Business Central
Functional Beginner

Shannon Mullins

When tailoring, extending or building applications the suggested approach from Microsoft for D365 BC is Appsource, Power Platform and then custom DEV. How typical is this? Is this working for common scenarios? Are you asking yourself the question on which should I choose? Why should you even consider multiple avenues for addressing customer requirements? Join me to hear about numerous scenarios where a decision has been made one way or the other. Hear from others on what has been working for them and what they believe is common practice. And have your chance to express what has been working for you and your projects!

Functional Topics: AP/AR Automation, Fundamentals, Optimization

Shannon Mullins

Shannon Mullins is the CEO and founder of a BC Consulting Group and a Microsoft MVP of Business Applications. She has over 20 years' experience across a wide variety of disciplines and products, including accounting, information technology, professional services, insurance, healthcare, mortgage lending, distribution, manufacturing, project management and deployment and implementation of CRM and ERP systems. She currently resides in Nashville, TN and is an experienced international speaker and teacher.

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1:30 PM - 2:30 PM

Maximize your implementation with the Microsoft Business Process Catalog

Larkspur

Finance ∓ Supply Chain
Functional Intermediate

Rachel Profitt

Join Rachel Profitt, Principal Program Manager at Microsoft, while she explains the ins and outs of the business process catalog. She'll explain what the catalog is, where you can find it, how to provide feedback on it, but more importantly how to use it. She will demonstrate how to import the catalog into Azure DevOps and how to use the tools to drive successful implementations, whether your first phase or your continuous improvement project. You'll also get a sneak peek into the roadmap for the catalog, guides, and related tools.

Functional Topics: Project Management, Optimization

Rachel Profitt

The Dynamics 365 Lady. Autism is her superpower. A woman who loves technology and peicing things together. Rachel is a FastTrack Solution Architect, former MVP, and community advocate at Microsoft. She maintains a blog at https://Dynmaics365Lady.com You can find her YouTube channel at https://www.youtube.com/c/Dynamics365Unboxed Tune into Top of Mind with Anne and Rachel every Wednesday on LinkedIn at 12:00 Pacific Time at https://www.linkedin.com/company/tom-with-anne-and-rachel/

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1:30 PM - 2:30 PM

Configuring and Using Warehousing in Business Central

Aspen Amphitheater

Business Central
Functional Beginner

Mark Hamblin

Business Central isn't a one-size-fits-all solution. Instead, Business Central provides numerous configuration options to enable warehouses and supply chains to manage their specific processes. What is Business Central capable of when it comes to warehouse configurations? Join this session, and we will provide an overview of warehouse configuration options and approaches in Business Central.  Learning Objectives: - Understand how to decide which configuration and documents make sense for you - Understand basic functionality, including inventory put-aways, picks, & movements. - Delve into advanced features, including warehouse receipts, various worksheets, bins, and the warehouse item reclassification journal. - Understand the different classes of warehouse configuration - Learn how the Location configuration options impact Warehouse Documents - Learn how to use various Warehouse Documents, such as Warehouse Shipments, Picks, and Movements

Functional Topics: Inventory Management, Supply Chain

Mark Hamblin

Mark Hamblin is passionate about Dynamics 365 Business Central for manufacturing and distribution and has a deep technical knowledge of the platform.

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1:30 PM - 2:30 PM

How to become a relationship expert in Dynamics 365 and Dataverse

Conifer

Customer Engagement
Technical Intermediate

Sarah Jelinek

Wondering why related records/rows behave strangely when their parent record is assigned, shared, or deleted? Unsure of how to configure a lookup or relationship between two entities/tables? Looking to save some time entering data when creating child records? In this live demo, Sarah shows you how to be come a relationship expert in Dataverse and Dynamics 365. She will demonstrate how to create and configure a new relationship as well as configure existing relationships. She also provides examples of when to use the behavior types to the best of their ability. Sarah also demonstrates how to use data mapping in these relationships.

Technical Topics: Dataverse, Fundamentals, Implementation, Optimization

Sarah Jelinek

Sarah is a proud geek who loves technology and to help solve problems. She has been working with the Power Platform and Dynamics 365 since version 3.0 and loves every time there is a new release with new functionality. She has been a Microsoft Certified Trainer starting with Dynamics CRM since 2007 and enjoys showing people how Power Platform and Dynamics 365 can help them work smarter, not harder. Sarah currently works as a Director of Power Platform Solutions specializing in both the Power Platform and Dynamics 365.

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1:30 PM - 2:30 PM

ESG Unleashed: How Microsoft is empowering organisations to handle the future

Evergreen EF

Cross Product
Functional Beginner

EY Kalman

Environmental, Social & Governance (ESG) is the cornerstone of a better future for all of us. Join for an insightful session that explains what ESG actually is and how it affects organisations globally EY will start with explaining how ESG impacts all organisations, and some of the measures that companies are currently doing to be impactful around it With this backdrop, EY will then share his thoughts on how Microsoft leads the way in sustainability efforts through cutting-edge technical solutions, leveraging Azure, M365, Power Platform & Dynamics 365 including demos These solutions facilitate organisations to be able to facilitate sustainability tracking & reporting, including tools to measure, manage, and improve their environmental impact across carbon, water & waste Whether you're a solution provider, consultant, or technology enthusiast, this session will equip you with insights on how you can play a crucial role in the sustainability process, and add value for customers

Functional Topics: Diversity, Equity & Inclusion, Other, Thought Leadership

EY Kalman

Experienced Power Platform Solution Architect & technical evangelist, empowering organisations through the right usage & adoption of technology to enable and support enterprise business growth

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1:30 PM - 2:30 PM

Let’s get Physical, or Financial. Understanding inventory value.

Evergreen C

Finance ∓ Supply Chain
Functional Intermediate

Brittany Burke and Lauren Wooll

Does your company struggle with understanding inventory value and what drives these values? Understanding and proper management of the factors that determine physical and financial inventory values are important to both the finance and operations teams of a company. During this session we will walk through the inventory lifecycle in Dynamics 365 F&O and examine the physical and financial values during each stage. From product receipt to sales invoice, attendees will gain a deeper understanding of where inventory values originate in the system, how they are calculated, and how to maintain them. Together we will explore how these values are impactful across different modules and processes within D365 F&O.

Functional Topics: Finance, Inventory Management, Supply Chain

Brittany Burke

Brittany is an end-user turned Solutions Architect for D365 F&O who uses her Master’s in Accounting to bridge the gap between finance and technical teams. She strives to ensure client needs are heard, addressed, and resolved. When out-of-the-box solutions do not meet requirements, she designs comprehensive solutions that take business processes and end goals into account. Brittany focuses primarily on the financial modules of D365, delivering strong subject matter expertise in inventory costing, inventory transaction analysis, and inventory impact to financial statements.

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Lauren Wooll

Long time technology lover with over 10 years of retail experience, both on the buying and planning side. Numerous key experiences within logistic and operations teams through the retail industry. In depth understanding of data and how to concisely and creatively document findings. Proficient in all thing’s product and inventory, Knowledgeable in Dynamics F&O and implementations from the end user point of view. Passionate for working with end users, to make every solution the best it can be. Eager to listen, learn and grow from my amazing team, and clients alike.

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1:30 PM - 2:30 PM

Enhancing Teamwork through D365 BC, Outlook, and Teams Integration

Evergreen B

Business Central
Functional Beginner

Kristoffer Ruyeras

Collaborate more efficiently with your team by integrating business data into Microsoft Teams, the primary platform for teamwork in Microsoft 365. Whether you are discussing work matters with colleagues across departments or assembling a team for a vital project, the Business Central app for Teams simplifies conversations. It enables you to take action on your Business Central data without leaving Microsoft Teams. By using Business Central on Outlook, you will acquire a set of valuable tools that help you achieve your business objectives. You will see remarkable outcomes regardless of how you use Business Central in Outlook. This session will demonstrate how to use Business Central with Microsoft Teams and Microsoft Outlook.

Functional Topics: Microsoft Teams

Kristoffer Ruyeras

Kris is the VP of Operations at Tigunia, he leverages his rich experience and multifaceted skill set to drive operational efficiency, champion innovation, and steer organization towards its strategic objectives. Speaker, Technologist, Mentor, Brother, Father and Husband.

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1:30 PM - 2:30 PM

Customer Journey: Eliminating Paper-based Inspection Processes using the Power Platform

Evergreen A

Power Platform
Technical All Levels

Craig Harris

In many industries, paper-based inspection processes can be time-consuming, inefficient, and prone to errors. This session will explore a customer journey where we use the Power Platform to automate and digitize an inspection process, reducing manual efforts and minimizing the risk of errors. We'll take a look at how organizations can quickly build custom inspection apps that capture data in real-time and integrate it with their existing systems and data sources, such as SharePoint. Additionally, I'll show how you can turn Power BI, traditionally a space of data consumption, into a place of action by building a Power App directly in a Power BI report. Whether you are in construction, manufacturing, or any other industry, this session will provide you with the knowledge and tools you need to eliminate your paper-based inspection process and achieve a more efficient and streamlined inspection process using the Power Platform.

Technical Topics: App Development, Dataverse, Fundamentals, User Case Study

Craig Harris

I am almost awkwardly passionate about empowering business users to join their professional developer colleagues in designing software that's meaningful for their organizations through Microsoft's Power Platform and Dynamics 365 solution stack. Today I'm a Power Platform solution architect and technical specialist within Microsoft that specializes in helping the U.S. government unlock the potential of every member of their organizations to do more.

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2:30 PM - 3:15 PM

Break & Sponsor Mingling

Atrium, Evergreen Foyer, & Peak Foyer

3:15 PM - 4:15 PM

Build Intelligent Copilots with your Microsoft Dynamics GP data

Longs Peak

Dynamics GP
Cross Product
Technical Intermediate

Mariano Gomez

Ever wonder how you could take advantage of Microsoft Power Virtual Agents to better interact with your Microsoft Dynamics GP data? Wonder no more! MVP Mariano Gomez takes you through this journey that will show you, LIVE, how to create an interactive chatbot that consumes your Microsoft Dynamics GP data to answer very immediate questions. Gone are the days of memorizing tedious menu entries to answer simple questions. Come an join this interactive, hands-on session and learn from one of the best in the business: 1. Explore the pre-requisites needed to get Microsoft Dynamics GP to talk to Power Platform. 2. Learn the principles for building interactive, secure, chatbots. 3. Ask the questions that are preventing you from deploying this technology.

Technical Topics: AI, App Development, Integration, User Adoption

Mariano Gomez

Mariano has 25+ years of global experience helping companies harness technology to solve business challenges and enhance human capability. His impactful contributions to Microsoft's tech communities earned him the MVP award in 2008. He's an avid content creator, with numerous blogs, videos, and global event presentations to his name, such as at the Microsoft Business Applications Summit and DynamicsCon. Currently, as the CTO of Mekorma Enterprises, Inc., a Microsoft Dynamics ISV, he champions the merits and advantages of the Microsoft Power Platform to stakeholders.

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3:15 PM - 4:15 PM

Cage Match: Power Automate vs Azure Logic Apps

Bluebell

Power Platform
Cross Product
Technical Intermediate

Sarah Jelinek and Skyler Fitzwater

It's time!!! Time for the Power Automate vs Azure Logic Apps cage match. Each contender will show why they think they reign supreme when it comes to automation in the Power Platform. In Round 1, contenders will introduce themselves. Contenders will show off their strengths in Round 2. Round 3 will get more intense when the referee presents real-live scenarios as contenders are pitted against each other to see who can best beat down the problem. 1. Obtain a basic understanding of Power Automate and Azure Logic Apps. 2. Learn the strengths each tool has to offer. 3. Identify the best scenario for each tool.

Technical Topics: Dataverse, Implementation, Integration

Sarah Jelinek

Sarah is a proud geek who loves technology and to help solve problems. She has been working with the Power Platform and Dynamics 365 since version 3.0 and loves every time there is a new release with new functionality. She has been a Microsoft Certified Trainer starting with Dynamics CRM since 2007 and enjoys showing people how Power Platform and Dynamics 365 can help them work smarter, not harder. Sarah currently works as a Director of Power Platform Solutions specializing in both the Power Platform and Dynamics 365.

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Skyler Fitzwater

I am a Senior Application Developer working on Dynamics CE, Power Platform, and Azure. By day, I work on Microsoft. by night, I work on Linux and open source. I love computers and love software development.

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3:15 PM - 4:15 PM

Unleashing the Power of Conversations: Omnichannel for Customer Service in Dynamics 365

Larkspur

Customer Engagement
Functional Beginner

Chad Weiner

Join us for an introduction to Microsoft's first-party voice and chat channels for Dynamics 365 Customer Service. In this session, we'll explore how these channels can help organizations provide seamless and personalized customer service experiences. We'll cover the key features and capabilities of the voice and chat channels, including Copilot, intelligent routing, real-time sentiment tracking and translation, and how you can leverage Azure Communication Services or bring your own voice channel. We'll also discuss best practices for designing and implementing effective voice and chat experiences. By the end of this session, you'll have a solid understanding of how the voice and chat channels work, how they can help your organization improve its customer service capabilities, and how you can quickly setup an internal 30-day trial to test out its features.

Functional Topics: Customer Service

Chad Weiner

Chad is currently the Power Platform Lead at Alithya. He works with prospects and customers to identify areas in their businesses where they can digitally transform to make their businesses more competitive, profitable, and productive. His main job function is to demonstrate and provide estimates on how Dynamics 365 Customer Engagement and the Power Platform can help solve real-world problems. When he’s not at his home office in Colorado, he’s out hiking, biking, and eating his way to new adventures.

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3:15 PM - 4:15 PM

Chat Chili: Spice Up D365 CE/CRM & Power Platform with a Dash of Copilot & a Pinch of ChatGPT

Blanca Peak

Customer Engagement
Power Platform
Cross Product
Technical Intermediate

Jennifer Dorward and Pablo Peralta

Generative AI, like ChatGPT, is taking the world by storm. Microsoft has harnessed this powerful tool combined with your company’s data (Microsoft Graph) to enable natural-language generative AI assistance to increase individual & team productivity with Microsoft Copilot. This session will cover: · How D365 Sales, Customer Service, Marketing, & more are incorporating Copilot into the user experience · Overview of how to use Generative AI in Power Virtual Agents & Power Pages to leverage natural language prompts that provide better & more relevant answers to customers · The power of Copilot in Teams working alongside you & your colleagues for improved productivity · How Generative AI can assist you in the creation of Power Apps and Power Automate Flows · The powerful enhancements Copilot has to offer & how they are accelerating, but not replacing, humans You'll walk away with a ton of knowledge, cool demo videos, & how-to instructions to spice up your UX & CX with your very own Copilot!

Technical Topics: AI, App Development, Microsoft Teams, Optimization

Jennifer Dorward

Jennifer Dorward is a Solution Architect with C5 Insight and Microsoft Certified in Power Apps, Power BI, Power Automate, Power Virtual Agents, Dataverse and Dynamics 365 CE/CRM. Jennifer has consulted on enterprise-level initiatives and strategies, managed full cycle CRM implementations, been hands-on with the full range of Dynamics 365 CE and Power Platform applications, while leveraging data for continual business process improvement.

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Pablo Peralta

Microsoft Dynamics 365 and Power Platform Certified Solution Architect, leading integration projects at C5 Insight, a renowned US partner with over 20 years of experience. Pablo has been recognized by Microsoft as Most Valuable Professional for 11 years, enthusiastically teaching and sharing knowledge with the community. He has +14 yrs of experience working with Dynamics, delivering multiple implementations for different industries in the US, Europe, LATAM, and the Caribbean.

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3:15 PM - 4:15 PM

Make Every Day Pretzel Day: Streamlining New Hire Onboarding with Power Platform

Maroon Peak

Power Platform
Technical Intermediate

Azure McFarlane

Ever wondered how Dunder Mifflin could have managed if they had Power Platform at their disposal? In the spirit of The Office, let's explore a use case (almost) straight out of Scranton. Imagine a government human resources group, struggling with a 120+ step new hire onboarding process involving multiple parties, disparate systems, and of course, lots of paper. The pandemic and return to office only added more complications like a day under Michael Scott. Enter in Power Apps, Power Automate, and a little RPA to turn chaos into calm, manual work into a streamlined, automated system. During this session, we’ll look at: • The practical application of Power Apps, Power Automate, and RPA • The magic of DocuSign and Power Automate integration • Using RPA for handling disparate systems and more By the end of this session, you'll be inspired to transform your onboarding process from ‘ugh’ to ‘ahh’, making every day the best day ever - Pretzel Day.

Technical Topics: AI + Automation, App Development, Integration, Optimization

Azure McFarlane

Azure is a Senior Consultant at Hitachi in the Washington, DC area. Prior to joining tech consulting in 2022, she spent 9 years working in both clinical and commercial pharmaceutical manufacturing as a Bioprocess Engineer, discovering Power Automate in late 2019. Passionate about people and hoping to assume her final form as a bot, she's on a mission to educate and enable more women and underrepresented racial groups into tech, one Flow at a time.

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3:15 PM - 4:15 PM

Bulk Communication with Word Templates in Business Central

Pikes Peak

Business Central
Functional Intermediate

Silviu Virlan

Word templates are a great way to automate email marketing in Business Central. By using word templates, you'll be able to send more messages to your customers in less time. The session shows how to create a word template in Business Central and how to use it to bulk message your customers. After watching attending this session, you'll be able to send automated messages to your customers in Business Central with ease. The session includes a demo, how to connect related and un-related entities, generating Word Template using ChatGPT and connecting Business Central fields to template, a test of the word template generated from BC and a test of emailing word templates in BC.

Functional Topics: Fundamentals, Marketing, Reporting

Silviu Virlan

I worked in the last 20 years with Microsoft technologies, contributing to solid .NET applications in the financial industry and ERP. Last 9 years I worked with Microsoft’s version of ERP for small businesses, also known as Business Central and its precursor Dynamics NAV. My community contributions are an attempt to help those that, just like me, searched and found solutions online or at conferences.

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3:15 PM - 4:15 PM

Ask an expert – Anything GP Sales

Iris

Dynamics GP
Functional All Levels

Sandy Wickman and Paige Horne

Here is your opportunity to bring any question you have about the GP Sales module....and ask an expert. Sharing your questions during this open session inspires and educates everyone in attendance. Tips and tricks will fill any gaps to help inspire more complete use of the Sales module in GP.

Functional Topics: Other

Sandy Wickman

Over 24 years of GP experience Business process improvement expertise Significant focus on Mixed Mode Manufacturing & Distribution verticals Microsoft Certified Professional Accounting & Business educated

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Paige Horne

Paige is the Customer Support Team Lead for Njevity, Inc. and a non-practicing accountant who has been working with Microsoft Dynamics GP for over 15 years. She has a degree in Accounting with a focus in MIS from Oklahoma State University. Prior to joining Njevity, Paige was the Controller of a restaurant group that utilized Microsoft Dynamics GP, where she was responsible for managing finance, payroll, and accounting information system functions. Paige has implemented and supported Dynamics GP across various industries.

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3:15 PM - 4:15 PM

Take Jobs from Frustrating to Fantastic!

Evergreen D

Business Central
Functional Beginner

Dylan Vincent and Cari Corozza

If you are already using or considering implementing Jobs in Business Central, this session is for you. We will share tips on job posting groups, consistent job setup, WIP posting, and job completion that will take your jobs process from frustrating to fantastic!

Functional Topics: Project Management, Optimization

Dylan Vincent

In 2021, Dylan pursued and accepted the opportunity to work at Coakley Brothers & Bothers Interiors as the Director of Systems & Continuous Improvement. Dylan specializes in developing, recommending & implementing solutions for process improvement. Other duties include database design, value-stream mapping, collecting data to identify root causes, document control & developing standard operating procedures that are aligned with business strategies.

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Cari Corozza

I’m Accounting Manager and a Certified Public Accountant with New View Strategies (NVS), a global consulting and training company that helps Microsoft Dynamics 365 Business Central (BC)/NAV user-clients optimize the business impact of their ERP platform.

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3:15 PM - 4:15 PM

Order Promising: An Underutilized Feature in Business Central

Aspen Amphitheater

Business Central
Functional All Levels

Robin Finnell

Did you know that Business Central can calculate order shipment and delivery dates based on an items known and expected availability dates? Accurate shipment dates can be provided or, if the customer requests a specific delivery date, Business Central can assess whether the delivery date is realistic using the Order Promising functionality within Business Central.

Functional Topics: Sales & Marketing

Robin Finnell

Robin Finnell is a Functional Consultant who's passionate about the power of change management. She has over 13 years of experience in the Microsoft space, in both D365BC and D365FO and is a Prosci certified Advanced Change Practitioner/Trainer.

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3:15 PM - 4:15 PM

The Dynamics Way: Understanding Leads, Opportunities, and the core Dynamics tables

Conifer

Customer Engagement
Functional Beginner

Nick Hance

Dynamics 365 has a way of thinking, a certain philosophy, which if followed provides you with tremendous benefits. You have the freedom to build Dynamics in any way you please, but by understanding the relationships and ideals of the core tables you will gain greater compatibility with the rest of the ecosystem. This session will provide you with the thinking behind the system and help you understand why and how Dynamics tables are structured the way they are. For it is only after you understand the rules of the system that you can know when to break them.

Functional Topics: Fundamentals, Sales & Marketing

Nick Hance

Nick is an expert in web technologies and runs a web and mobile development company that specializes in rescuing struggling software projects.

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3:15 PM - 4:15 PM

Copilot Capabilities in Dynamics 365 SCM

Evergreen EF

Finance ∓ Supply Chain
Functional Intermediate

Phillip Seaton and Harshad Puthran

Increase your productivity by taking advantage of the out of the box Copilot capabilities available in Dynamics 365 SCM. In this session we will review the functionality of the Generative Help Copilot and the Procurement Change Workspace.

Functional Topics: AI, AI + Automation, Supply Chain

Phillip Seaton

Sr. Solutions Architect with the Fasttrack team at Microsoft, with over 10 years experience with Dynamics AX/F&O as an end user, consultant and most recently with Microsoft.

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Harshad Puthran

A solution architect with 18 years of work experience working with Microsoft Dynamics 365 suite of products.

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3:15 PM - 4:15 PM

Give your Business Super Powers with Power Automate

Evergreen A

Power Platform
Technical Beginner

Mary Myers

Discover how Power Automate can unleash even more power for your SMB. This session will take a look at approvals, integrations, and automated workflows. You will walk away with practical use cases you easily implement in your organization.

Technical Topics: Optimization, User Case Study

Mary Myers

I transitioned into the tech world 4 years ago after being an AX super user. I am the CEO of WorldMax, we cover a niche space of extending Business Central with the Power Platform. I am 1 of 5 Female Business Central MVP's in the world. I am very active in the D365 communities in creating content, speaking at conferences, and mentoring individuals who are new to tech.

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3:15 PM - 4:15 PM

Overview AP Automation features inside D365 Finance

Evergreen C

Finance ∓ Supply Chain
Functional Beginner

Dan Edwards

In this session we will look at the new features available to help automate the accounts payable process and how they are setup starting with the new Invoice Capture Solution. Other tasks include: -Automatically apply prepayments to vendor invoices -Automatically submit imported invoices to the workflow system -Match product receipts to pending vendor invoice lines -Simulate posting before a vendor invoice is posted -Quickly view workflow and automation history -View and analyze the results of automating vendor invoice processing -Resume automated processing for multiple invoices

Functional Topics: AP/AR Automation

Dan Edwards

Dan is a CPA with over 30 years experience in the ERP industry. He has worked in many roles allowing him to understand the complete industry. The experience of marketing, sales, presales, consulting & training allows him to provide a unique perspective to prospects & customers. Specializing in Dynamics 365 F&SC & Power BI, helping customers and partners understand their pains with reporting & analyzing the data they have. He has helped them identify solutions so they can gain value from their data. He is a frequent speaker and presenter at Microsoft & other related industry conferences .

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3:15 PM - 4:15 PM

Exploring the Capacity Limits of Business Central Online

Evergreen B

Business Central
Functional Intermediate

Steve Endow and David Wheat

Business Central Online is a fantastic SaaS ERP solution, but it has some limitations that you need to be aware of before you start your implementation. If you have lots of users, operate 24x7, have operations in multiple countries, have lots of companies, or import a lot of transactions, you'll need to read the fine print! In this session, Steve Endow and David Wheat will present the technical and licensing considerations for large, distributed, and high volume customers looking to implement Business Central Online.

Functional Topics: Fundamentals

Steve Endow

Steve is a Microsoft MVP specializing in Business Applications. He works with Business Central, Power Apps, Power Automate, Microsoft Azure, Dynamics GP, .NET, and SQL Server

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David Wheat

Career IT leader who now consults with growing companies as a fractional CIO. I've worked internationally on ERP projects for the (at the time) Fortune 1 company in the world. The last several years of my career were spent at mid-market companies using NAV / BC. I fell in love with both BC and the dynamics of smaller companies and have built my consulting company to help these growing organizations. I lived and worked in Belgium for three years and speak a little Flemish!

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3:15 PM - 4:15 PM

D365FO Security and Licensing Made ‘Easy’

Cottonwood

Finance ∓ Supply Chain
Technical Intermediate

Alex Meyer

Do you find security and user licensing in D365FO confusing? Are you worried you are assigning too much access or overpaying for licenses? Not sure where to start to try and reduce your access risk or licensing costs? In this session, we will help you answer all of these and more about security and user licensing. We will cover processes to use to correctly determine least privilege security as well as covering the process Microsoft uses for determining licensing requirements and the impact that security has on licensing. Furthermore, we will go over steps you can take to ensure your company is not over-paying on licensing and save your company money.

Technical Topics: Security & Compliance

Alex Meyer

I currently work as a Senior Manager at Protiviti in their Technology Consulting practice helping deliver security, audit, risk, and compliance solutions to our clients. I have a deep technical background in Microsoft cloud business applications including Dynamics 365, Power Platform,and the Azure suite of solutions. I currently act as a subject matter expert surrounding Microsoft cloud security, auditing, and compliance topics and develop thought leadership material for public consumption by presenting at conferences/webinars, writing books/whitepapers/blog posts, and hosting podcasts.

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