DynamicsCon Live May 2023

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Previous 2022 Agenda

DynamicsCon LIVE Conference overview

Wednesday, Sept. 14th – Welcome Community Social beginning at 5:30 PM

Thursday, Sept. 15th – Full day of learning begins at 7:00 AM! Once sessions conclude we will all head over to a superb Community Reception!

Friday, Sept. 16th – Full day of learning beings at 7:00 AM! Conference will end mid-afternoon with just enough time to say, “See you next time!” or “See you around DUG!” to your community buddies


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Session descriptions and time slots are subject to change

Wednesday, September 14th

Thursday, September 15th

Friday, September 16th

Early Event Check In - All Attendees 12:00 PM - 5:00 PM

Welcome Community Social - All Attendees 5:30 - 7:30 PM

Event Check In - All Attendees 7:00 AM - 5:00 PM

Breakfast Sponsored by Continia Software - All Attendees 7:00 - 7:50 AM

DUG General Session - All Attendees 8:05 - 8:35 AM

Dynamics 365 Business Central

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14 Real Time-Savers You Can Use Tomorrow - Mark Hamblin & Kristen Hosman

9:00 - 9:50 AM

Do you want to be more efficient in Business Central? Spend less time doing recurring tasks? Then this is the session for you! We know the title says 14 real time-savers but who’s going to be counting? We’re going to share as many as we can in 50 minutes.

Reports and forms customizations anyone can do - Erik Hougaard

10:00 - 10:50 AM

With each new version of Business Central, the ability for almost any end-user to customize your reports becomes easier and more fun! Change the appearance of your reports or create multiple versions for different uses, you’ll dial in the information you want to share and step up the professionalism of your order confirmations, invoices, and countless other external documents. You’ll be ready to make changes as soon as you’re back in your office!

Costing: Options, Impacts, and Choices Explained - Kim Dallefeld & Robb Delprado

11:00 - 11:50 AM

Costing in Business Central? Few topics are as complex and can impact your business so dramatically. How do the choices differ? Which one should you be using? What’s the impact of the wrong choice? Can you switch? We’ll review your costing method choices and why you’d want to use each type, the similarities and differences, common misconceptions and gotchas, and best practices for fewer errors and reporting.

LUNCH Sponsored by Alithya

12:00 - 12:50 PM

Configuration Packages: A Life Changing Experience - Floyd Chan & Mark Rhodes

1:00 - 1:50 PM

It’s true – once you know how to use Configuration Packages in Business Central, your life may never be the same. Typically associated with initial setup, if you have used Business Central for a while and are comfortable with Excel, Configuration Packages are a magical tool for viewing and working with the data you need. We’ll unveil this incredible tool, highlight key tips for use, and walk through typical scenarios for use, such as updating item pricing, changing contact information, or setting up new vendors.

These are a Few of My Favorite Things–in Business Central by Innovia Consulting - Jim Augenstein

2:00 - 2:30 PM

Raindrops on roses and whiskers on kittens, just kidding… maybe…
Business Central continues to see great new functionality with each new Release. In this session, Jim will take you through some of his favorite new features in Microsoft’s most recent Wave Release, including some fascinating updates to reporting, supply chain management, and more. Join Jim to see the great new functionality for your system that you can enjoy today. And stay to see if he breaks out his lederhosen.

BREAK - MINGLE WITH OUR SPONSORS

2:30 - 2:50 PM

Insights Available in a Day with Power BI - Belinda Allen & Tanya Henderson

3:00 - 3:50 PM

“Microsoft’s Power Platform tools can provide incredible solutions for any team, but are they for the average end-user? You better believe it! To help you envision solutions you can tackle, we’ll cover several real-life examples that will get you excited and thinking about WHY Power BI is valuable. Topics include:

• Using reports where you work
o In BC
o Teams
o Mobile Devices
o Apple Watch
• Power Automate
• Using Excel
• Incorporating Power Apps
• Power BI Apps with Financials”

COGS Heaven: Top Tips for Accurate Calculations - Dave Wiser

4:00 - 4:50 PM

Accurate costing is the goal for every product sale. During this session, we will review tips and best practices to help drive accurate product costs regardless of the costing method employed. We’ll review where costs come from, how they are applied to products, what the purpose of the adjust cost process is, and how costs are updated.

Community Reception

5:00 - 7:00 PM

Dynamics 365 Customer Engagement

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Dynamics 365 (New) Features You Might Not Know About! - Dian Taylor

9:00 - 9:50 AM

In this session I will be discussing some (new) and preview features that you might not be aware of! And of course, I don’t want anyone missing out! Join me in this session to find out if there are any features you are not using today and learn about how they work and how you can enable them!

Increase User Adoption in Dynamics 365 - Asif Rehmani

10:00 - 10:50 AM

We’ll show you how to un-frustrate your Dynamics users by implementing “contextual experiences” within Dynamics 365 so they have the guidance they need to improve performance while reducing support tickets.

Ask the Experts Q & A - Panel - All CE Speakers

11:00 - 11:50 AM

Bring your questions to our all-star panel of speakers. We can discuss questions from earlier sessions or any other topics that the audience is looking for.

LUNCH - Sponsored by Alithya

12:00 - 12:50 PM

How to be a Badass BA - Melissa Erickson

1:00 - 1:50 PM

When it comes to Customer Engagement, one of the most critical components is getting to the right requirements, yet being a strong BA is rarely talked about or presented on. In this session, we will cover some of the ways you can be a better BA and get to user stories for requirements and testing ultimately getting you to better solutions and an awesome CE implementation. You will come out of this session with some specific tips on how to be a better BA in the future!

D365 Business Owners: 3 Tips to Succeed in this Competitive Environment by Ingram Micro Cloud - Samir Sarsam

2:00 - 2:30 PM

In this session, join Samir Sarsam to uncover the best tips he observed while managing hundreds of Dynamics 365 and Power Platform accounts. In this interactive presentation, you will learn how to maximize your existing practice and make it more profitable while enjoying faster licensing and ongoing support through the indirect model. We will discuss ways to differentiate your business and tap into the best Microsoft Business Applications resources.

BREAK - MINGLE WITH OUR SPONSORS

2:30 - 2:50 PM

Upgrade your automation: From Workflows to Power Automate - Aiden Kaskela

3:00 - 3:50 PM

Workflows have been a staple of Dynamics automation for 15 years, but you should be prepared to take advantage of all the benefits that Power Automate has to offer. In this session we’ll cover everything you need to know about moving from classic Workflows to Power Automate, including:
• Creating triggered flows to mimic classic workflows.
• Creating scheduled flows to perform recurring tasks.
• How to call Custom Workflow Activities from a flow.
• When to use flows vs Logic Apps vs plugins
• When you should still use a classic workflow

What's Coming up in the new Release, Power Apps - April Dunnam

4:00 - 4:50 PM

How do you keep up with all the new features coming out? There are new things being announced for wave releases and appearing throughout the year. Our special guest from Microsoft will share some details about what’s new and upcoming as well as their favorite features to keep an eye on!

Community Reception

5:00 - 7:00 PM

Dynamics 365 Finance & Operations

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Scenic Overlook - Overview of Dynamics Modules - Shaun McMikle

9:00 - 9:50 AM

Get your conference off to good start with a view of all the Dynamics Modules and other Microsoft tools and how they can work together for the benefit of your organization. Supply Chain, Customer Engagement, Power Platform, and Azure are a lot to keep straight. We will also touch on many of the common ISV solutions that customers utilize to close gaps with their processes. We’ll also give you a list of useful resources to plan your implementation or extend your existing system. See how what you need can be satisfied by the overall ecosystem

Planning Upgrade and Migration and Working with Your Partner - Gregor Newland

10:00 - 10:50 AM

Are you just getting started with your Dynamics journey? Are you in the middle of an implementation? Do you think you are done? No matter where you are on the path, come share your insights with others in this moderated group discussion. We will review the major parts of the implementation including the Customer, Microsoft, and Partner roles and accepted project management techniques. Make sure you understand expectations to ensure an effective outcome.

Control Cost and Risks with Least Privileges Security and Licensing - Robin Finnell & Alex Meyer

11:00 - 11:50 AM

After your D365FO implementation is concluded you will still have an ongoing investment in the Dynamics security and licensing. See how your choices of business processes and elevation of privileges can directly impact your subscription. While operating in the cloud or on-premises, it is imperative that you leverage good security practices to ensure the safety of the data of your organization, your customers, and your vendors. Get the information you need to make your decisions

LUNCH Sponsored by Alithya

12:00 - 12:50 PM

Common Order Processing Practices - Connie Thompson

1:00 - 1:50 PM

Sales orders, purchase orders, and production orders. They are all interrelated in Enterprise Resource Planning. We will discuss how the actions of one part of your business affect other — both upstream and downstream. Your employees are all playing on one team; do they know how to play their position and pass the ball? Hear about some case studies to illustrate how information flows

Turn EDI Into Your Superpower by SPS Commerce - Judy Weston & Brian Lynch

2:00 - 2:30 PM

In a world where businesses need a connected supply chain more than ever, one EDI solution rises to the challenge. EDI for Dynamics 365, from SPS Commerce, helps you scale your business effortlessly. Confidence in your business processes can be one of your superpowers with decreased order management costs and faster processing times. Join our session to learn from SPS experts about how our industry-leading automation can save the day!

BREAK - MINGLE WITH OUR SPONSORS

2:30 - 2:50 PM

The Present and Future of Master Planning - Anne Krupke

3:00 -3:50 PM

Material Resource Planning (MRP) is at the heart of the planning algorithms called Master Planning. What can it do to recommend good supply chain choices for you? More importantly, what do you need to decide and configure to get the most out of the system? We will have some specific examples for you, plus a highlight of the new Demand Driven Material Requirements Planning (DDMRP) functionality. We will also discuss Planning Optimization and what the process of migrating to this new service from classic Master Planning looks like.

The Mysteries of Inventory Tracking and Costing - Nigel Cox

4:00 - 4:50 PM

So, you have purchased, produced, or transferred your products. Now when you go to use or sell these products, how can you tell how much they cost? Dynamics has a variety of costing methods and choosing the right one for your business is important. Whether it is Standard, Weighted or Moving Average, FIFO or LIFO Costing, find out when can you truly know the cost and what you can do to decrease the variance

Community Reception

5:00 - 7:00 PM

Dynamics GP & Power Platform

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GP User to GP Superhero - Amber Bell

9:00 - 9:50 AM

Join Amber Bell from Training Dynamo as she presents complex yet helpful tips and tricks to get more out of Microsoft Dynamics GP! This session is faster than a speeding ticket bullet and will make you more powerful than a locomotive, so fasten your seatbelts and be ready to learn at a fast pace!

Power Apps Portals Zero to Hero - Victor Dantas

10:00 - 10:50 AM

Learn secret techniques on creating visually compelling and feature packed Portals to amaze your colleagues and customers! 1 hour to acquire Portals super powers!

Seven Power BI Reports you need for your Dynamics GP Users - David Laster

11:00 - 11:50 AM

Join Gravoc’s David Laster as he reveals his top Power BI reporting requirements for all who leverage Dynamics GP.

LUNCH Sponsored by Alithya

12:00 - 12:50 PM

Power Apps UX: Building Sticky Apps - April Dunnam

1:00 - 1:50 PM

Sure low-code tools make it easier to build applications but how do you make sure that you aren’t sacrificing quality for that easy button? They say “”if you build it they will come”” but if you want them to stay you need to make sure your app is fast, intuitive and easy to use.
In this session, we’ll examine user experience design guidelines to help you make performant, elegant and sticky Power Apps!

OwnBackup Recover Protects your Customers’ SaaS Data on Azure - Alan Garcia

2:00 - 2:30 PM

As a Microsoft ISV Connect certified and managed partner, OwnBackup has expanded its business continuity solutions across ecosystems to the Microsoft cloud to safeguard customer data. Transactable on the Azure marketplace, OwnBackup prevents data loss and corruption due to human error, failed integrations, ransomware, and more across Dynamics 365 and Power Platform with the power of Azure. Learn about how we help customers hold up their end of the shared responsibility model and reduce risk to adopt more cloud based workloads. Explore what you can accomplish together with OwnBackup – help customers draw down against their Microsoft Azure Consumption Commitment (MACC), win more deals, all while keeping customers compliant, secure, and delighted.

Break - Mingle with Our Sponsors

2:30 - 2:50 PM

Advanced Topics for MR Report Designers. - Cory Severson

3:00 - 3:50 PM

In this session Stoneridge Software’s Cory Severson will cover those advanced topics not commonly used in Management Reporter to help Dynamics GP users take their financial reports to the next level.

Power Apps and Power Automate: Tales from the Manufacturing Floor - Azure McFarlane

4:00 - 4:50 PM

Empower your business to go from drab to fab by increasing productivity and cut down on manual processes with help from Power Platform. This beginner session will highlight automation and apps using common Microsoft applications featuring business cases from a manufacturing setting.

Community Reception

5:00 - 7:00 PM

Community Reception - All Attendees - Sponsored by Women in Dynamics 5:00 - 7:00 PM

Event Check In - All Attendees 7:00 AM - 12:00 PM

Breakfast - All Attendees 7:00 AM - 7:50 AM

Expert Panel - All Attendees 7:15 AM - 7:50 AM

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How D365 Partners and End-User Customers can work better together!

7:15 AM - 7:50 AM

In this thought leadership panel hosted by eight-time Dynamics 365 Business Applications MVP Rick McCutcheon we will discuss the relationship between end-user customers and Microsoft Business Applications Partners. The goal of this panel will be to get both parties to discuss how they feel partners and customers can find common ground to work better together through a Dynamics 365 project.

Discussion points

  • How to find a partner that’s right for your project
  • Working together through
    • Planning
    • Deployment and build
    • User adoption
  • Building a long-term relationship between partners and customers

Confirmed Panelists

  • Foyin Olajide-Bello, Senior Consultant – Avanade
  • Cecile Dinh, Microsoft Dynamics GP Administrator – ARC
  • Cliff McDaniel, Director of Operations – John H. Carter
  • Heidi Neuhauser, Partner – Reenhanced
  • Connie Thompson, Global Director – MIS Solutions Development & Delivery – Alltech
  • Mario Gomez, CTO – Mekorma

DYNAMICS 365 BUSINESS CENTRAL

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What does BC Do When I Hit Post? - Cliff McDaniel & Steve Chinsky

8:00 - 8:50 AM

Have you ever just sat there and said to yourself, “Gee, I wonder what happens when I click Post in Business Central?”. It’s OK – we’ve all done it. If fact, what is posting in Business Central? Posting Groups map entities such as customers, vendors, items, resources, and sales and purchase documents to General Ledger accounts, but how exactly? We’ll explain many mysteries about transaction posting in BC that have probably kept you up at night. We will dig deep so that you will come away with a complete understanding of how it works and what happens when you click Post.

What Can Our Business Do with APIs? - David Wheat & Steve Endow

9:00 - 9:50 AM

What are Business Central APIs? Why are they so valuable? How can APIs help make your business processes faster and more efficient? If you’re using Manufacturing Plant Automation, Data Warehousing, Third Party Logistics Providers, AP Automation solutions, reporting tools, or systems outside of Business Central, you’ll want to know how to connect those systems to Business Central. In many cases, you can completely automate full transactions using APIs, in addition to other process automations. How cool is that? In this session, we’ll discuss Application Programming Interfaces (APIs), how they work in Business Central, and how they can help you save time and automate processes. If you’re new to APIs, or an API veteran, there will be plenty to learn about Business Central APIs in this session!

Jobs vs. Manufacturing: Which Do I Use for What? - Ken Sebahar & Ben Baxter

10:00 - 10:50 AM

Whether you are crafting custom catalytic converters or building barrels by the billions, Business Central offers a solution! Jobs and Manufacturing are separate modules within Business Central that each provide powerful functionality to accomplish these production processes, but knowing which module is the most well-suited is not always easy. During this session we will review the key features included within each of these modules, provide sample use-cases for the use of each module, list the strengths of each module, and explain when and where each module may be the most appropriate. Finally, we will present a business case for the use of BOTH modules that provides a robust solution for engineer-to-order businesses.

The 9 most misunderstood features in BC - AJ Ansari & Robb Delprado

11:00 - 11:50 AM

Think you know a lot about Business Central? Think again! From curiously-named features that can lead to amusing misunderstandings to obscure-yet-powerful features hiding beneath the surface and barely documented, this session will be fun and educational even for seasoned veterans of NAV / BC. And if you’re new to BC, you’re in for a treat – you’ll walk away having learned features you may otherwise never have hear about.

LUNCH Sponsored by Versapay

12:00 - 12:50 PM

Time-saving Workflows and Automations for Everyone - Shawn Dorward & Gino Pack

1:00 - 1:50 PM

Efficiency is likely why you are using Business Central in the first place… and efficiency is the key to saving time. But did you know you can save EVEN more time with your daily activities? Business Central has a very powerful workflow engine PLUS the ability to extend into Microsoft Power Automate, and better yet, they are fairly easy to get started with! We cannot wait to show how to use workflows in Business Central, exemplify how to build efficiencies and save time, as well as leverage automations OUTSIDE of Business Central with Power Automate.  Give us 50 minutes of your time, and we will give you back MUCH MORE!

Unpack the Power of BC + Microsoft Office - Holly Kutil & Shannon Mullins

2:00 - 2:50 PM

If you’ve used Dynamics 365 Business Central, you’ve probably seen the Open in Excel and Edit in Excel options. But have you used Microsoft Forms, Customer Insights, Power Automate or created new Business Central transactions from Outlook? We’ll show you several great ways that you can leverage Office/Microsoft 365 to increase productivity and get more value out of Dynamics 365 Business Central.

DYNAMICS 365 CUSTOMER ENGAGEMENT

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First Party App Overview & Marketing App Deep Dive - Chad Althaus

8:00 - 8:50 AM

In this session, we’ll walk through the fundamentals of the Sales, Customer Service, Marketing, Field Service, and Project Operations apps. These are the “first party” model-driven Power Apps that Microsoft provides under the umbrella of Dynamics 365, collectively referred to as customer engagement apps. We will discuss core functionality, typical user base, and what makes each app special. Since Marketing is the new kid on the block, we’ll spend some extra time on this one, going deeper so you understand the breadth of its capabilities.

Model-Driven Apps - Heidi Neuhauser

9:00 - 9:50 AM

When the first party apps aren’t enough, or if you want to streamline the app for your users, you can build your own model-driven app. In this session, we will walk through how to build an app using the modern design experience in Power Apps, how to add pages and when to use the classic design experience.

Introduction to AI in your Power Platform Environment - Kylie Kiser

10:00 - 10:50 AM

Let’s talk about how to get started with infusing AI into your Power Platform environment. We will cover what AI Builder is and how to get started. Then we will do a demo where we build a Forms Processing model from scratch. We can put this model into a Power App and then process a hand-written form to get the data into your Dataverse environment. Start using artificial intelligence in just a few minutes!

Ask the Experts Q & A - Panel - All CE Speakers

11:00 - 11:50 AM

Bring your questions to our all-star panel of speakers. We can discuss questions from earlier sessions or any other topics that the audience is looking for.

LUNCH Sponsored by Versapay

12:00 - 12:50 PM

50 Tips in 50 Minutes - Heidi Neuhauser & Kylie Kiser

1:00 - 1:50 PM

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

Solve My CRM Problem - Panel

2:00 - 2:50 PM

Submit your problems at the beginning of the day and have solutions before you leave! We will collect your issues earlier in the day and then choose a few to talk through during this session.

Dynamics 365 Finance & Operations

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Closing the Period. A Finance Primer for the Non-financial User - Jody Cronk

8:00 - 8:50 AM

Accounting just announced they must “close the month.” What does that mean and what do you have to do to make sure the process goes smoothly? Did you know that incomplete transactions in other parts of the business can block this important regular milestone? We’ll review why closing is important and why it takes so long to make sure everything is “just right”

Batch Your Business Process and Manage by Exception - Peter Ramer

9:00 - 9:50 AM

The way to achieve more productive employees is to let the system do the regular work for them. See what it takes to setup Batch processes to regularly execute common tasks. Monitor which transactions need employee interaction with the use of Workspaces to highlight exceptions to normal process. When batch is processing so many background routines, know what you and your system administrator need to monitor. Listen to examples of what you can offload to make sure your users are truly adding value

Warehouse Management System Tips and Tricks - Justin Carter

10:00 - 10:50 AM

Whether you are evaluating the supply chain capabilities, currently implementing, or already using them, come learn several helpful tips and tricks that can add value to your implementation. Even if you have already decided that you won’t use the base WMS capabilities, or feel you know everything that you can do, there will likely still be some things you can learn in this session.

Effective Supply Chain for the Global Enterprise - Greg Marks

11:00 - 11:50 AM

What are the different ways you can manage inter-company relationships in a large Global organization? If you are all on Dynamics, you might be able to use the built in processing to streamline many different buyer/seller scenarios. From inventory control, planning, costing, delivery, even labor, come explore some new ways to move goods and services between your entities

LUNCH Sponsored by Versapay

12:00 - 12:50 PM

The Cross-Department Communication tools in Dynamics, The Cases for Activities - Rachel Profitt

1:00 - 1:50 PM

When your users are heads down working on their daily tasks, what can they use in Dynamics to keep in touch with each other on tasks and issues to keep your operations moving and your customers happy. Hear about the way that Activities and Cases are used in some real-life examples to break down the barriers to communication.

Using Project Management and Accounting to Capture Unique Business Practices - Tom Dockstader

2:00 - 2:50 PM

With so many modules in Dynamics you might think has thought of everything. When you come across a different process, turn to the Project Module to capture the transactions you need. It can do more than just selling Consulting hours. Whether you are tracking cost of your machines, facilities, indirect labor, or even unique manufacturing cases, Project can likely support your needs. With great power come great responsibility so come listen to the capabilities and some cautions about using this great tool.

Dynamics GP & Power Platform

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40 GP Security Tips in 40 Minutes - Mark Polino

8:00 - 8:50 AM

This fast-paced security session from Fastpath’s Mark Polino will send attendees home with security tips they can start applying the very next day.

Power BI + Power Apps + Power Automate – Better Together- Geetha Sivasailam

9:00 - 9:50 AM

Want to amplify actionable data insights and accelerate better decision making? Then this session is for you where we’ll look at how organizations can benefit from the exciting possibilities of using Power BI, Power Apps and Power Automate together. We will walk through best practices, things you should know to take full advantage of the tools and real-life examples. Learn how you can seamlessly combine data visuals on Power BI dashboards with an added layer of apps and cloud flows to enable write-back capabilities and integration with numerous back-end services.

Extending Dynamics GP with Microsoft Power Platform - Mariano Gomez

10:00 - 10:50 AM

Breathe new life into your Dynamics GP application and provide new experiences to your end users with the power of Microsoft Power Platform. MVP Mariano Gomez will show you 3 scenarios where you can leverage Power Apps, Power Automate, and Power Virtual Agents with familiar Dynamics GP components to provide augmented capabilities to end-users in your organization, modernizing the way you work today.

Plugging in your E-Commerce with the Power Platform - Mary Myers

11:00 - 11:50 AM

This session will take a look at how you can use Power Automate to integrate your CRM or ERP system with an API based E-Commerce platform, like Shopify.

LUNCH Sponsored by Versapay

12:00 - 12:50 PM

Dynamics GP Little Known Modules – You Own It, Use It! - Jo deRuiter

1:00 - 1:50 PM

A session detailing out the little known modules such as MDA, Rev & Expense Deferrals, electronic reconciliation of bank accounts and much, much more!

Getting Started with Power Automate - Mary Myers

2:00 - 2:50 PM

Have you been wondering what all this Power Automate stuff is about, but been too busy to catch up? Then this session is for you! You will learn the basics of getting started with Power Automate, and some tips and tricks to make it easier for beginners. By the end you will understand what all the hype has been about and ready to go home and impress your boss.

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