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

Thursday, May 16th - Friday, May 17th - Partner Marketing Event
**The Partner Marketing Event ticket is separate from DynamicsCon LIVE registration.**

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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

Pavilion - Rocky Mtn Event Center

8:00 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

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

Become a ProPilot: Apply Digital Transformation with Copilot

Maroon Peak

Power Platform
Functional Beginner

Victor Dantas and Savannah Dill

Prepare for a high-flying adventure with 'AI-Powered Digital Transformation featuring Microsoft Copilot and Power Platform.' This session, tailored for IT mavens, consultants, analysts, and developers, unveils the inner workings of Power Platform, fueled by Power Apps, Power Automate, and Power BI, turbocharged with the prowess of Microsoft Copilot. Discover the dynamic interaction between these elements, streamlining workflows, extracting precise insights, and honing organizational processes with unmatched precision. Real-world examples, and detailed guidance equip attendees with the arsenal needed to tackle digital transformation head-on. Explore crucial implementation strategies like governance frameworks, change management, ensuring seamless navigation through digital turbulence. Armed with this know-how, attendees soar as leaders, guiding their organizations to victory in the ever-evolving digital space.

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

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

Dynamics 365 - As we build it, it builds us.

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

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

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

What's New in Business Central: Developers Edition

Aspen Amphitheater

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

Demystify Security and Compliance in Copilot in Service

Cottonwood

Customer Engagement
Advanced

Deepa Bansal

Explore the nuances of security and compliance of Copilot in Dynamics 365 Customer Service. In our session, learn essential strategies for ensuring data protection, privacy compliance, and access control within your customer service operations.

Deepa Bansal

I am a Dynamics PM at Microsoft, focused on infusing generative AI in the Customer Service area. I am based out of Atlanta, GA

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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

Modernizing Customer Service: Strategy and Roadmap

Evergreen C

Customer Engagement
All Levels

Marcus Schmidt

Customer Service is due for an upgrade. With the advances in generative AI, Dynamics 365 Customer Service, Copilot Studio, and more, we can finally modernize the end-to-end service experience for customers, agents, specialists, knowledge managers, and leaders. This session will discuss our modernization strategy and our future roadmap.

Marcus Schmidt

I'm part of the team that is building applications in Dynamics 365 that help our customers better serve and care for their customers.

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9:15 AM - 10:15 AM

Unleash the Potential of Manufacturing with Business Central

Evergreen B

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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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

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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9:30 AM - 5:30 PM

Ask the Experts!

Ask the Experts! Station

Bring your D365, Dynamics GP, and Power Platform questions to an expert!

10:15 AM - 10:30 AM

Break & Sponsor Mingling brought to you by iDynamics Business Solutions

Atrium, Evergreen Foyer, & Peak Foyer

10:30 AM - 11:00 AM

Rapid Restore: Data Rescue for Dynamics CRM and Power Apps presented by Own Company

Larkspur

Customer Engagement
Power Platform
Technical Intermediate

Alan Garcia and Kelly O'Connor

Between your data, teams, and processes, your organization is constantly navigating through the ever-changing landscape of data management and process optimization, all while adopting new technologies and maintaining business continuity. In this session, we’ll cover how to seamlessly integrate robust backup and recovery strategies that fuel innovation without compromising on resilience.

Technical Topics: App Development, Dataverse, Fundamentals, Implementation

Alan Garcia

Alan Garcia is a Field CTO at Own, a leading data protection platform for cloud applications. He has over 29 years of experience in consulting, developing, and managing CRM solutions for various industries. He is a Microsoft MVP for Business Applications, a recognition for his technical expertise and community leadership. Alan is an author, speaker, and mentor who shares his insights and best practices on topics such as Dynamics 365, Power Platform, and backup and recovery.

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Kelly O'Connor

Kelly has been working in tech sales and marketing throughout her professional career and is enthusiastic about launching new products and managing cross-functional teams. For the past year, she has been working at Own, where she mainly concentrates on the Microsoft business portfolio and go-to-market marketing initiatives. Apart from her professional life, Kelly enjoys living in Manhattan, New York, with her husband and their labradoodle.

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10:30 AM - 11:00 AM

UAT: Lessons Learned and Best Practices presented by Innovia

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

Discover Complete P2P Automation for Dynamics Users presented by Yooz

Maroon Peak

Business Central
Dynamics GP
Finance ∓ Supply Chain
Technical Beginner

Liz Hysell

Create your own automated, paperless Accounts Payable (AP) process from purchase to payment with powerful, yet user-friendly cloud-based AP automation. Join Yooz AP Automation, a Microsoft Preferred Solution, for a discussion on how powerful Purchase-to-Pay (P2P) automation in conjunction with Microsoft Dynamics can increase efficiency and month-end accuracy in an easy-to-use and seamless integration on a secure and accessible cloud-based platform. Do more with complete, end-to-end AP automation thanks to Microsoft and Yooz. In this session you will learn: Why it’s time to automate the entire Purchase-to-Payment process How to create Seamless AP automation for Dynamics users with Yooz integration Learn how to turn the AP workflow into a profit center with Yooz and MS Dynamics Live Demo: How MS Dynamics users benefit from AP Automation with Yooz Imagine the possibilities of powerful, flexible, and dynamic workflows tailored to your organization.

Technical Topics: Other

Liz Hysell

Liz Hysell is an Account Executive with Yooz and joined the team in 2021. She has helped US and Canadian businesses streamline and automate their entire AP processes by dramatically lowering invoice processing times, and creating customized, easy-to-use invoice and payment workflows. Liz is an alumnus of Concordia University Texas with a BBA in Marketing, an avid home chef and accomplished musician.

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10:30 AM - 11:00 AM

Boost Your Profit With Cavallo

Blanca Peak

Business Central
Functional Beginner

James Williams

Cavallo is amped up to introduce you to our product portfolio, including Mission Control and Profit Analytics! Companies across the globe are plagued by razor-thin margins. Cavallo’s decades of experience show that as many as 30% of their orders leak profit and leave money on the table. To achieve their margin potential, they need the ability to identify where margin leakage exists and proactively prevent those leaks from occurring, while maximizing order efficiency and throughput. That’s where Cavallo comes in. Join this session to be one of the first to see Mission Control and our brand-new product, Profit Analytics. Learn how to leverage Cavallo's solutions to save up to hundreds of thousands of dollars each year.

Functional Topics: Optimization, Reporting

James Williams

Throughout my career, I've assisted product-based companies in addressing real-world business challenges through software solutions. This includes developing e-commerce platforms, third-party products and services, custom software development, and process design. In doing so, I have collaborated with these companies directly and through valued partner communities.

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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

The New Kid on the AI Block presented by Leapwork

Bluebell

Finance ∓ Supply Chain
Technical All Levels

Nick Morea

You might have heard of Leapwork.... but what sets their testing solution apart from the rest and why did Microsoft just select them as their strategic partner for automating Dynamics 365? Hear about business use cases from early adopters and learn why industry influencers are talking about them.

Technical Topics: AI + Automation, Implementation, Integration, Security & Compliance, Migration, Optimization, Upgrades, User Adoption, User Case Study

Nick Morea

Since joining Leapwork as principal sales engineer, Nick has helped enterprise businesses unleash the power of test automation - ensuring that they can quickly overcome the challenges and consequences of poorly tested software.

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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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10:30 AM - 11:00 AM

Harness the Butterfly Effect: Small Shifts Create Monumental Outcomes for AP by Mekorma

Primrose

Business Central
Dynamics GP
Functional All Levels

Jay Manley, Ora Goldman, and Brendan Coffey

Join Mekorma to explore how simple changes in your AP processes can lead to significant impacts. Discover how workflow enhancements - like automating invoice attachments to transactions, enabling mobile approvals, and partnering with a payment provider - can dramatically improve operational efficiency and financial health. This session will reveal how ERP-embedded Mekorma solutions help you make small process adjustments for big payoffs.

Functional Topics: AP/AR Automation, Optimization

Jay Manley

Jay leads a dedicated team in developing multi-ERP software solutions for Accounts Payable. He has served in sales, marketing, and consultative roles for over four decades, including 12 years at Microsoft. When off-duty, Jay is an accomplished pilot for the Civil Air Patrol. He also loves extreme snowmobiling, playing guitar in a band, and racing cars.

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Ora Goldman

Ora Goldman guides the culture and strategy of Mekorma. She founded the company in 1990 and has been leading ever since. In her spare time, she enjoys walking with her dogs, hanging out with her three kids, exploring how to relieve human and animal suffering, and living purposely with presence.

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Brendan Coffey

Brendan Coffey joined Mekorma in Spring 2023 as a Partner Engagement Manager working to foster relationships with Partners to deliver value to clients. Previous to that he spent 2 years as a national Practice Manager for the strategic consulting team at Insight, a leading Microsoft Services partner and before that he helped lead a fintech from start-up unicorn to IPO ready. He holds a Master's Degree in Organizational Development and is passionate about ethics and sustainability in business, cycling, and reading. Brendan currently lives in Denver CO with his four legged companion Bart.

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10:30 AM - 11:00 AM

I want my Dynamics 365 data and I want it now! presented by eOne Solutions

Aspen Amphitheater

Business Central
Technical Beginner

Alicia Bement and Rod O'Connor

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

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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Rod O'Connor

Rod has been working with Business Applications since 1997, with many of those years being focused on ERP and associated technology implementation and integration. His experience covers all aspects of implementation, support, and integration – both technical and functional, as a user, an IT manager, a partner, a small business owner, and most recently as an employee of a multi-solution ISV.

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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

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

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

Elevate your efficiency with full-service EDI presented by SPS Commerce

Evergreen C

Business Central
Dynamics GP
Finance ∓ Supply Chain
Functional All Levels

Karen Brudvig and 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

Karen Brudvig

From the lakes of Minnesota to the beaches of Australia and the swamp of Washington DC, EDI has followed Karen around for nine years. She's passionate about making complicated technology, like EDI, easy peasy so customers and partners can do what they do best.

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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 presented by InsightWorks

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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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 - 11:45 AM

Get Involved with DUG Meetups

DUG Meetup Lounge

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

Liz Hallen

Bring the power of community home with you! DUG Meetups are accelerating into the next universe with new groups starting all over the globe. Join this session and learn about local user group meetings. Whether you are looking to learn and network with locals, help lead a group, or be a heroic sponsor – Liz will cover it all! DUG Meetups are free to attend and lead, so why not?

Functional Topics: Other, Thought Leadership

Liz Hallen

An active member of the Microsoft Dynamics Community for the last 24 years, working for Microsoft and organizations who support user groups, Liz is passionate about helping people excel in their careers by leveraging the power of community through education and networking. A born and raised in rural North Dakota, the passion for community is part of her everyday life.

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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

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

What's New in Finance in 2024

Evergreen EF

Finance ∓ Supply Chain
Functional All Levels

Rachel Profitt

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

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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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

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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11:15 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

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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11:45 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

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

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

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

Anne Krupke 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

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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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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11:45 AM - 12:45 PM

Balancing Innovation and Compliance: Navigating AI Governance in Dynamics 365

Evergreen A

Cross Product
Functional Beginner

Nancie Calder, Rick McCutcheon, Matthew Mead, and Rachel Profitt

Join us for an engaging panel session, where industry experts dive deep into the intricacies of AI governance within Dynamics 365, with a special focus on integrating Copilot while ensuring compliance. Discover how to strike the perfect balance between innovation and regulatory adherence as our panelists share insights, strategies, and best practices gleaned from their extensive experience. From identifying common governance challenges to implementing effective frameworks and ensuring data security, this session promises actionable insights that will empower you to navigate the complexities of AI governance in your Dynamics 365 projects. Don't miss this opportunity to gain invaluable knowledge and guidance from seasoned professionals, and take your AI initiatives to the next level with confidence. Moderator: Rick McCutcheon, PartnerTalks Panelist: Nancie Calder, Executive Customer Engagement Practice - Global Panelist: TBD Panelist: TBD

Functional Topics: AI

Nancie Calder

Nancie Calder, an Executive at Avanade Inc., leads the global D365 Customer Engagement Practice (CRM), leveraging over three decades of experience. Previously a freelance IT consultant, she held diverse roles from outsourced CIO to Program Lead, showcasing her versatility and dedication to technology-driven business impact.

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Rick McCutcheon

As a 10-time Microsoft Dynamics MVP (CRM) and a Certified Sales Professional, I enjoy sharing my knowledge and expertise with others and contributing to the growth and success of the Dynamics 365 community. As the host of PartnerTalks.com, a weekly LinkedIn interview sho.

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Matthew Mead

As a Senior Global Black Belt Technical Specialist at Microsoft, I help organizations digitally transform, modernize, and create brilliant experiences to serve customers and citizens. With 19 years of consulting experience and multiple certifications in Power Platform, Dynamics 365, and Azure, I am a trusted advisor and a technical leader in the CRM domain.

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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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12:15 PM - 1:15 PM

Lunch & Sponsor Mingling brought to you by Aptean

Pavilion - Rocky Mtn Event Center

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

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