DynamicsCon Live May 2023

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Agenda

DynamicsCon LIVE Conference overview

Monday, May 22nd – Welcome Community Reception beginning at 5:30 PM

Tuesday, May 23rd – Full day of learning begins at 7:00 AM! Meals and snacks throughout the day with the final session concluding around 5:15 PM

Wednesday, May 24th – Full day of learning begins at 7:00 AM! Meals and snacks throughout the day with the final session concluding around 4:45 PM. Once sessions conclude we will all head over to a superb Community Reception!

Thursday, May 25th – Full day of learning begins at 7:00 AM! Meals and snacks throughout the day. Conference will end mid-afternoon with just enough time to say, “See you around DUG!” to your community buddies

*Full day Partner Marketing Event also taking place on May 25th

Click “EXPAND SCHEDULE” to see the user-focused session details

Session descriptions and time slots are subject to change

All times listed are in local Arizona/Pacific Daylight Time

Visit our Session & Speakers page for more details!

Monday, May 22

Tuesday, May 23

Wednesday, May 24

Thursday, May 25

Early Event Check In - All Attendees

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Hotel Lobby

12:00 PM - 8:00 PM

Welcome Community Reception - All Attendees

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Camelback Vista

5:30 PM - 7:30 PM

Sponsored by dynamicsweb and fellow partner companies!

Event Check In - All Attendees

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Hotel Lobby

6:30 AM - 5:30 PM

Breakfast - All Attendees

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Grande Ballroom Foyer and Grande Ballroom CDEF

7:00 AM - 8:00 AM

First Time Attendee Session

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Grande Ballroom CDEF

8:00 AM - 8:25 AM

General Session - All Attendees

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Grande Ballroom CDEF

8:30 AM - 8:55 AM

Cross-Product Sessions: Includes Dynamics 365, Dynamics GP, & Power Applicable Content

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Get Started with the Power Platform CoE Starter Kit - Luc Labelle

9:00 AM - 10:00 AM

Join us in this session as we deploy and explore the components of the Power Platform CoE Starter Kit.
The Microsoft Power Platform CoE Starter Kit is a collection of components and tools that are designed to help you get started with developing a strategy for adopting and supporting Microsoft Power Platform, with a focus on Power Apps, Power Automate, and Power Virtual Agents.

Sponsor Session

10:10 AM - 10:40 AM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Sponsor Beverage Break

10:40 AM - 11:00 AM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

Replace Your Dialogs: Extending Model-Driven Power Apps - Geoff Ables

11:00 AM - 12:00 PM
Canvas Apps can significantly extend the functionality of Model-Driven Apps (including the Dynamics 365 CE apps). Perhaps more importantly, Dialogs and Task Flows are deprecated and may no longer be available in future versions.
In this session, you will learn the latest available methods and features for creating Canvas Apps to extend the functionality of Model-Driven apps by embedding them directly into your forms and navigation. You’ll walk away with over a dozen practical how-to video guides to bring back to the office!

Lunch - GRANDE BALLROOM FOYER AND GRANDE BALLROOM CDEF

12:00 PM - 1:00 PM

Power BI Paginated Reports 201: Build a Better Report - Lenore Flower

1:15 PM - 2:15 PM
You’ve connected to your data source and generated a table with parameters in Power BI Report builder, but the basic structure of your report leaves something to desire. Now what?
In this session, users will learn how to tackle a mix of structural and formatting challenges that often plague paginated report developers, such as getting headers to repeat on each page, leveraging date pickers, and incorporating two datasets within the same table. Attendees will leave with links to the sample files and instructions they can reference in future when tackling their own reports.

Business Central and Power BI, Best Buddies - Brad Hearn

2:25 PM - 3:25 PM

This presentation will show you how easy it is to access your Business Central data in Power BI to gain powerful insights into your operational data. And how easy it is to share these insights with your colleagues through the Power BI App in the cloud. We’ll cover advanced reporting techniques for understanding your Business Central data, how to publish your reports to the Power BI App, what Power BI App Workspaces are and how to use them to organize and share your reports, and how to use the Power BI App Data Hub and Gateways to manage your report data.

Sponsor Snack Break

3:25 PM - 3:45 PM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

Sponsor Session

3:45 PM - 4:15 PM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Transforming Your SMB with the Power Platform - Mary Myers

4:20 PM - 5:20 PM

This session will showcase how the various elements of the Power Platform integrated with Business Central can revolutionize the way SMB’s operate. This session will demonstrate what an organization can accomplish with digital transformation. This session will demo how Power Automate, Power Apps, and Power Virtual agents can interact with Business Central data; and show you how the solutions look on the back side. (Not a technical deep dive, but a high-level overview of the steps and actions 👍)

Dynamics 365 Business Central

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Holy Enhancements! The Latest and Greatest Updates with Your BC System - Amanda Mayer

9:00 AM - 10:00 AM

From our quick count there have been over 150 functional updates to Business Central over the past 2 years – are you keeping up with all those improvements? Probably not, since you have a company to run, so let us help. We’ll review the most impactful (and coolest) updates from the last few versions with some examples of how to best use these new features, and discuss why you should (or shouldn’t) utilize them. We’ll highlight a few that sound great but may be a little tricky to use. We’ll share additional insights when setups are required, cover how using the new functionality impacts processes and systems, and where you’ll want to discuss a new feature with your partner before jumping in.

How to Customize Business Central - The Right Way! - Erik Hougaard

9:00 AM - 10:00 AM
Customization of Business Central is easy, right? So easy in fact, that there’s plenty of room for making mistakes. In this session, Erik will walk through several scenarios for customizations and show how to customize BC in a way that will be upgrade-proof and not break anything.

Sponsor Session

10:10 AM - 10:40 AM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Sponsor Session

10:10 AM - 10:40 AM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Sponsor Beverage Break

10:40 AM - 11:00 AM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

BC Excels at Reporting - Tonya Bricco-Meske

11:00 AM - 12:00 PM

Excel can be used for more than reviewing your data and getting sums. Using Excel Report Layouts you can take your data-driven analytics to the next level. Learn how to quickly create your own Excel Report Layouts in Business Central without custom development. Create Pivot Tables, Charts, Graphs, slice and dice your data to present it in an easily consumable format.

Inventory Planning: How to Get Started and Succeed! - Ben Baxter

11:00 AM - 12:00 PM

Whether you are a manufacturing operation, retailer, or service oriented we all have to be able to manage our inventory. Business Central’s out of the box planning to the rescue! This session will be a live software walk through of each of the Reordering Policies, with a supporting PowerPoint. You will see the differences between stock-based policies and demand/order-based policies. You will walk away with a plan to begin setting up your own tests and how to roll-out the inventory planning capabilities in your Business Central Environment!

Lunch - GRANDE BALLROOM FOYER AND GRANDE BALLROOM CDEF

12:00 PM - 1:00 PM

Dynamic Excel Spreadsheets, Using BC Data - Lewis Bosson

1:15 PM - 2:15 PM

To show the functionality of the web services table and how this can be used on a day to day basis to create reporting for Finance. The web services table is used for integrations, Power Platform and also Microsoft Excel. Too many end users are exporting static information out of BC, when a live link can be established in 5 minutes allowing you to build on the data once and do the data manipulation to refresh instead of exporting and manipulating data.

Upgrade Gotchas: Things to Know Before You Upgrade - Leanne Paul

1:15 PM - 2:15 PM

Not understanding the impact of old setups, personalizations, and permissions, plus changes to naming conventions and email workflows can jeopardize a smooth upgrade. Learn about the upgrade gotchas so they don’t get you during your upgrade project.

Using Data Exchange Definitions to Import or Export Data - David Feenstra & Breon Jennings

2:25 PM - 3:25 PM

The Data Exchange Definitions in Business Central are a powerful way to set up templates for importing or exporting data. Most commonly used for Positive Pay and EFT exports, they can be set up to export any data in the system. This session will give an overview of the Data Exchange Definitions and walk through several examples of where they are used in the system.

3 Not-so-secret Tools to Improve Item Tracking and Costing - Mandy Dilenno

2:25 PM - 3:25 PM

Learn how BOM’s, Assembly Orders and Item Charges can simplify your life. This session will show you how to create Bill of Materials and use assembly orders to organize your purchasing and selling of associated items. You will also learn the power of Item Charges. They can be used to correct costing issues for items sold with the incorrect cost, but they can also be used to accumulate charges associated with the import process to provide accurate landed costs.

Sponsor Snack Break

3:25 PM - 3:45 PM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

Sponsor Session

3:45 PM - 4:15 PM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Sponsor Session

3:45 PM - 4:15 PM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Superhero Panel Discussion: Implementation and Upgrade Best Practices

4:20 PM - 5:50 PM

If you’re attending DynamicsCon LIVE, likely you just finished your implementation / upgrade, are in the middle of one, or getting ready to start one. Wouldn’t you like to hear from our community experts and your colleagues some inside tips, gotchas, and lessons learned? Join in this roundtable discussion to share with your peers.

Superhero Challenge

4:20 PM - 5:50 PM

What’s that 1 question (or maybe 3) you came to DynamicsCon LIVE to get answered? Confused about something you heard about earlier in the day? Looking for a solution and want to know who to talk to? Bring your challenging questions or quest for ideas to our ask the experts format session and make sure you return home with the answers and to-do’s you’re looking for.

Dynamics 365 Customer Engagement

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5 Steps for Driving Sustainable Dynamics 365 User Adoption - Asif Rehamni

9:00 AM - 10:00 AM

Is Dynamics working for you or are you working for Dynamics? Why do many end users cringe when they hear the acronym ‘CRM’? It’s not because Dynamics or any other CRM for that matter are bad platforms (quite the contrary actually), it’s because of their past experiences with CRMs.

In this session, we will talk about the 5 best practices You can implement to make your users fall in Love with Dynamics and drive end user adoption of the platform!

Sponsor Session

10:10 AM - 10:40 AM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Sponsor Beverage Break

10:40 AM - 11:00 AM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

The Power of Dynamics 365 Sales - Dian Taylor

11:00 AM - 12:00 PM

In this session I will discuss the most important features you can utilize as part of Dynamics 365 Sales.

Lunch - GRANDE BALLROOM FOYER AND GRANDE BALLROOM CDEF

12:00 PM - 1:00 PM

An Introduction to Dynamics 365 Marketing and Loyalty - Geoff Ables

1:15 PM - 2:15 PM

This session is for those who are considering (or very new to) Dynamics 365 Marketing or want to expand their marketing to include loyalty programs and other integrated data.

Through brief demos and discussion, you’ll learn about segmentation, outbound email and SMS, customer journeys, events, web forms and pages, surveying, and tailoring Dynamics to include customer loyalty program data to accelerate your marketing programs.

Top Features of Dynamics 365 Customer Service - Ashley Steiner

2:25 PM - 3:25 PM

In this session, we will review the various features that Customer Service provides to best care and your service your customers while also providing a great working experience for your agents.

Sponsor Snack Break

3:25 PM - 3:45 PM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

Sponsor Session

3:45 PM - 4:15 PM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Panel Discussion

4:20 PM - 5:20 PM

What’s that 1 question (or maybe 3) you came to DynamicsCon LIVE to get answered? Confused about something you heard about earlier in the day? Looking for a solution and want to know who to talk to? Bring your challenging questions or quest for ideas to our ask the experts format session and make sure you return home with the answers and to-do’s you’re looking for.

Dynamics 365 Finance & Operations

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Expert Forum - ERP Kings & Queens

9:00 AM - 10:00 AM

In this hour, we will put our experts to the test. You bring your issues to the ERP Knights of the ERP roundtable and they will do their best to give you some immediate take-aways to help your organization on the spot. At the very least you can bring your most difficult questions and watch the experts sweat!

Expert Round Table - ERP Knights

9:00 AM - 10:00 AM
In this hour, we will put our experts to the test. You bring your issues to the ERP Knights of the ERP roundtable, and they will do their best to give you some immediate take-aways to help your organization on the spot. At the very least you can bring your most difficult questions and watch the experts sweat!

Sponsor Session

10:10 AM - 10:40 AM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Sponsor Session

10:10 AM - 10:40 AM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Sponsor Beverage Break

10:40 AM - 11:00 AM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

With great POWER, comes great PAGES! - Gonzalo Garcia

11:00 AM - 12:00 PM

Power pages is a new standalone product to create data-powered, modern, and secure websites. This session will review:

• The Low-code capabilities that previous portals lack and the new pro-dev extensibility.

• How Power Pages are run on Microsoft Azure and connect with the Dataverse.

• How to build a Power Pages for D365 with a real-life example (Customer Portal)

How to Successfully Utilize XDS to Minimize Risk in D365FO - Alex Meyer

11:00 AM - 12:00 PM

In this session we will examine what functionality Extensible Data Security (XDS) provides, how to successfully setup and configure multiple real world end user scenarios, and the impact enabling this feature has on your user security. We will also discuss how this feature can help minimize risk within your organization and weigh that against the potential performance impact it can have.

Lunch - GRANDE BALLROOM FOYER AND GRANDE BALLROOM CDEF

12:00 PM - 1:00 PM

Introduction to Asset Management in Dynamics F&O - Anne Krupke & Nicole Gump

1:15 PM - 2:15 PM

This session will be a beginner-level introduction to the Asset Management (maintenance) module in Dynamics 365 Supply Chain Management. We will talk about the business value of implementing the module, cover the key terms and concepts, and walk through examples of how the functionality can be used for different industries.

Cross Company Data Sharing Options in Dynamics 365 Finance - Clara Seijo Blanque

1:15 PM - 2:15 PM

Cross-company data sharing is a powerful option to share data between multiple entities. There are two ways of sharing: duplicate record sharing (DRS) and single record sharing (SRS, also called master company sharing). Let’s understand what it is, what are the differences between the two concepts and when to use each of them during the implementation of Dynamics 365 Finance.

Leveraging D365 Commerce Beyond Retail - Stefanie Richter & Kelly Mazur

2:25 PM - 3:25 PM

Commerce exists wherever transaction meets interaction. Dynamics 365 Commerce is commonly thought of as a platform for the retail industry, but we’re seeing it successfully used for customers across all industries – including manufacturing, professional services and government. Join Kelly Mazur and Stefanie Richter for an inside look at D365 Commerce use cases for each major industry within the Microsoft channel. If new ways to transact online and digital experience are top of mind for your customers, this session is for you!

Powerful Solutions for Supplier Management, RFQ Sealed Bidding and Advertising - Cheryl Reed

2:25 PM - 3:25 PM

Using D365 Vendor collaboration, Power Portal App, Logic Apps and Dual Write along with Sealed Bidding to create an interactive portal for vendors to self-register, receive Request for Quote offerings and submit bids.

Sponsor Snack Break

3:25 PM - 3:45 PM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

Sponsor Session

3:45 PM - 4:15 PM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Sponsor Session

3:45 PM - 4:15 PM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Help!  How do I integrate D365 into my existing material handling investment? - Corey Hoeksema & Gonzalo Garcia

4:20 PM - 5:20 PM

Material Handling Interface to the rescue!  Learn how to integrate D365 Warehouse Management into your existing material handling software using the Material Handling Interface, Logic Apps and some fun tips and tricks experienced on-the-ground.

Point of Sale - Not Just for Inventory Sales - Jody Cronk

4:20 PM - 5:20 PM

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

GP User to GP Superhero - 2023 Edition - Amber Bell

9:00 AM - 10:00 AM

Join the incomparable Amber Bell as she shows her newest tips and tricks to turn you from an average Dynamics GP User to a GP Superhero! Tips will cover many different modules of GP including Navigation, Reporting, and ways to be faster than The Flash, more marvelous than Captain Marvel, and more wonderful than Wonder Woman!

Sponsor Session

10:10 AM - 10:40 AM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Sponsor Beverage Break

10:40 AM - 11:00 AM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

Should I JET from MR and BI a New One? - Cory Severson

11:00 AM - 12:00 PM

With so many reporting options available, it’s hard to know which one to use for the many different reports we need. In this session, Cory Severson will discuss the different options along with their strengths and weaknesses so you can decide which tool is right for your business (ActivReporter, Jet Reports, Management Reporter, Power BI, and Vivid Reports).

Lunch - GRANDE BALLROOM FOYER AND GRANDE BALLROOM CDEF

12:00 PM - 1:00 PM

SQL Tips and Tricks - John Arnold

1:15 PM - 2:15 PM

Do you work with SQL? Do you ever play with Queries, Tables, Views, Stored Procedures, Excel Refreshable Reports, SQL Server Management Studio (SSMS) or any other Database related tasks? Learn solid tips & tricks from end user John Arnold with his more than 25 years of experience, making you more efficient than ever. You’ll discover new ways to find data, script your database, format GP’s really, really long queries, and many other ways to simplify tasks in SSMS. John won’t show you how to write queries, he’ll show you ways to write them better!

Dynamics GP Upgrade Tips and Tricks: Stay Calm and Save Time - Cecile Dinh

2:25 PM - 3:25 PM

A Dynamics GP Upgrade is not as complicated as you think. In her 25 years using Dynamics GP, end user Cecile Dinh has mastered the upgrade process. It has become errorless and effortless over the years, and how you may ask? The carefully crafted, secret checklist. Cecile reviews and shares it, along with her sage advice, in this session!

Sponsor Snack Break

3:25 PM - 3:45 PM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

Sponsor Session

3:45 PM - 4:15 PM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

What Do You Own That You Don't Know About?! - Windi Epperson

4:20 PM - 5:20 PM

The Dynamics GP Starter Pack includes several modules that most people don’t even know are in there! Join Windi Epperson to learn what those modules are and what they do.

Power Platform

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Integrate Power Apps with Teams - Andrea Pinillos

9:00 AM - 10:00 AM

In this session I’ll walk you through how to use Power Automate to send an Adaptive Card to Teams using a Flow Bot and have the data captured from the bot write back to Dataverse.

Sponsor Session

10:10 AM - 10:40 AM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Sponsor Beverage Break

10:40 AM - 11:00 AM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

Get a Strategy: Aligning Licensing with Business Outcomes - Michael Heath & Dominick Raimato

11:00 AM - 12:00 PM

Getting your Power Platform licensing right is critical to the success of your citizen developer culture. While we are all about preserving the bottom line, you could be destroying the culture that you are trying to foster. How do you make sure you are enabling your business without blowing your budget?

Whether you are just getting started or well seasoned, it’s worth taking time to evaluate your licensing. We will walk you through the key differences between licensing and review the technical implications of those choices with key activities you can perform to keep your costs under control.

Lunch - GRANDE BALLROOM FOYER AND GRANDE BALLROOM CDEF

12:00 PM - 1:00 PM

What To Do When Your Flow Doesn't Flow - Ed Gonzales

1:15 PM - 2:15 PM
As a new user, it can be intimidating to ask for help – not knowing where to begin, thinking your scenario is too specific, or worrying if it’s something silly like the “parking brake is still on”…but there are steps you can take to troubleshoot the issues yourself, as well as a wealth of information waiting to be mined.
We’ll walk through 5 steps to problem-solving in Flow, and also cover some specific and common issues faced by new users, and how to resolve them.

Power Platform DevOps: What Are My Options? - Mariano Gomez Bent

2:25 PM - 3:25 PM
Microsoft MVP Mariano Gomez gives you a walk-through of the various tools and options available to both citizen and code-first developers looking to establish solid software engineering practices in their Power Platform practice.
Learn about Azure DevOps, GitHub actions, and the ALM Accelerator for Power Platform, get an introduction to co-authoring, deployment pipelines, Git, version control, and more.

Sponsor Snack Break

3:25 PM - 3:45 PM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

Sponsor Session

3:45 PM - 4:15 PM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

It's all about the 👍 (Approvals!) - Lokesh Patel

4:20 PM - 5:20 PM

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

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

Event Check In - All Attendees

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Hotel Lobby

7:00 AM - 5:00 PM

Breakfast - All Attendees

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Grande Ballroom Foyer and Grande Ballroom CDEF

7:00 AM - 8:00 AM

Community Reception

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Cypress Court

5:15 PM - 7:00 PM

Cross-Product Sessions: Includes Dynamics 365, Dynamics GP, & Power Applicable Content

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EDUCATION SESSION COMING SOON!

8:00 AM - 9:00 AM
Description coming soon!

Setting up Approval Workflows - BC Makes It Easy - Anantha Subramanya

9:10 AM - 10:10 AM

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

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

Sponsor Session

10:15 AM - 10:45 AM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Sponsor Beverage Break

10:45 AM - 11:00 AM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

Introduction to Dataverse Security - Kylie Kiser

11:00 AM - 12:00 PM

Security is one of the most important components of administering your Dataverse environment. But where to begin? We will discuss the basics of permissions, roles, teams and more. Of course, this will be all topped off with best practices and tips for success!

Lunch - Grande Ballroom Foyer and Grande Ballroom CDEF

12:00 PM - 1:00 PM

Keynote - Grande Ballroom Foyer and Grande Ballroom CDEF

1:00 PM - 1:30 PM

Tips for Beginner PowerApps Citizen Developers - Taylor Dorward

1:45 PM - 2:45 PM

Join me for this session where I will share my top tips for building PowerApps! This introductory session will help you: shorten your learning curve, build your confidence AND impress your boss. 😊 If you are new to PowerApps or just looking for a few shortcuts that maybe you overlooked, this session is for you!

Sponsor Snack Break

2:45 PM - 3:00 PM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

Sponsor Session

3:00 PM - 3:30 PM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Get started with Robotic Process Automation using Power Automate UI Flows - LUC LABELLE

3:40 PM - 4:40 PM

Join us in this session to get started with Power Automate Desktop Flows, Microsoft’s Robotic Process Automation solution. During this session we will take a tour of the Power Automate Desktop application interface and capabilities, look at the available controls and discuss some of the basic concepts around Robotic Process Automation.
We will show you in a step-by-step demo how you can record user actions such as mouse clicks, keyboard use, and data entry, and then replay those actions to automate this process.

Community Reception

5:15 PM - 7:00 PM

Dynamics 365 Business Central

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Creating Custom Word Documents and Excel Reports - Dave Wiser

8:00 AM - 9:00 AM

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

BC Manufacturing Setup A to Z - Andrew Good

8:00 AM - 9:00 AM

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

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

Your Monthly Reconciliation Recipe - Kim Dallefeld

9:10 AM - 10:10 AM

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

BC, Just the Basics! - Posting Flows Unraveled - Sany Wickman

9:10 AM - 10:10 AM

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

Sponsor Session

10:15 AM - 10:45 AM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Sponsor Session

10:15 AM - 10:45 AM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Sponsor Beverage Break

10:45 AM - 11:00 AM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

There is a Fixed Asset Module in BC/NAV? - Steve Chinsky

11:00 AM - 12:00 PM
Not currently using Fixed Assets? Why Not! We will cover the benefits of using Fixed Assets even if they are not integrated to the G/L. Let’s dive into best practices and the benefits of using more of the Fixed Asset functionality including multiple Depreciation Books, Tax Calculations, and options for capturing Maintenance and Insurance.

Taking Some "Pain" Out of Supply Chain - Jenn Claridge

11:00 AM - 12:00 PM

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

Lunch - Grande Ballroom Foyer and Grande Ballroom CDEF

12:00 PM - 1:00 PM

Keynote - Grande Ballroom Foyer and Grande Ballroom CDEF

1:00 PM - 1:30 PM

The Trials of Being an On-prem Customer in a SaaS World - Bryan Christian & Thomas White

1:45 PM - 2:45 PM
Just like so many of our fellow NAV users, at VPT we had to make the critical decision: should we move to the cloud or stay in the familiar world of on-prem? In life, there are pros and cons to everything – and we had a lot to consider here for sure. For those looking to upgrade and considering on prem over SaaS, or for any VARs/ISVs who would like to understand the key issues that on prem customers are facing, we’ll walk through the primary reasons to stay on prem, the benefits and costs of staying on prem, and of course the unexpected issues we faced and lessons learned from our decision.

8 Simple Rules for (up)Dating My Item Master - David Wheat

1:45 PM - 2:45 PM

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

Sponsor Snack Break

2:45 PM - 3:00 PM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

Sponsor Session

3:00 PM - 3:30 PM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Sponsor Session

3:00 PM - 3:30 PM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

BC Integration with Microsoft Teams - Alyssa Buis & Tanya Henderson

3:40 PM - 4:40 PM

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

Understanding Warehouse Configurations in Business Central? - Mark Hamblin

3:40 PM - 4:40 PM

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

Community Reception

5:15 PM - 7:00 PM

Dynamics 365 Customer Engagement

Expand Schedule

What's New in Microsoft Dynamics 365 Project Operations - Joe Griffin & Sebatian Sieber

8:00 AM - 9:00 AM
There is a lot of momentum and buzz around MS D365 Project Operations, for both end users and those working in the partner channel, especially for organizations looking to migrate from MS D365 PSA. But understanding the product and how it’s evolved can be challenging. To help you get a reign on this, join us for this session. We provide you a preview of what to expect, hot off the press current and upcoming releases. With a mixture of announcements, demos and Q&A, you’ll get the complete lowdown on what to do with ProjOps.

D365 Field Service Overview - Will McLendon

9:10 AM - 10:10 AM

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

Sponsor Session

10:15 AM - 10:45 AM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Sponsor Beverage Break

10:45 AM - 11:00 AM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

Don't Miss Out on Existing Features of Dynamics 365! - Dian Taylor

11:00 AM - 12:00 PM

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

Lunch - Grande Ballroom Foyer and Grande Ballroom CDEF

12:00 PM - 1:00 PM

Keynote - Grande Ballroom Foyer and Grande Ballroom CDEF

1:00 PM - 1:30 PM

Collaborate like a BOSS: Channel Your Inner End User - Ali Nelson

1:45 PM - 2:45 PM

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

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

Sponsor Snack Break

2:45 PM - 3:00 PM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

Sponsor Session

3:00 PM - 3:30 PM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Panel Discussion

3:40 PM - 4:40 PM
What’s that 1 question (or maybe 3) you thought of today and are looking to get answered? Confused about something you heard about earlier in the day? Looking for a solution and want to know who to talk to? Bring your challenging questions or quest for ideas to our ask the experts format session and make sure you return home with the answers and to-do’s you’re looking for.

Community Reception

5:15 PM - 7:00 PM

Dynamics 365 Finance & Operations

Expand Schedule

AR – Non-Inventory Billing Using Free Text Invoices - Jody Cronk

8:00 AM - 9:00 AM

You don’t track inventory in D365, but you need to invoice your customers and manage your AR.  We’ll look at using Billing Classifications and Billing Codes to standardize your FTI’s and the tools available in the AR module to report and manage your receivables.

Education Session Coming Soon

8:00 AM - 9:00 AM

Description coming soon!

Manufacturing and Scheduling - Nigel Cox

9:10 AM - 10:10 AM

This session will explore routing setup, resources and resource capabilities, release to floor workbench, Gantt chart scheduling and re-scheduling and dispatching.

Modern Software Engineering in X++ - Ian Jensen

9:10 AM - 10:10 AM

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

Sponsor Session

10:15 AM - 10:45 AM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Sponsor Session

10:15 AM - 10:45 AM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Sponsor Beverage Break

10:45 AM - 11:00 AM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

AP Automation - Are We There Yet in D365F&SCM? - Shaun McMickle

11:00 AM - 12:00 PM

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

The Dynamic Duo - Integrate w/ Dataverse Using Dual-Write - Chad Althaus & Jawad Iftikhar

11:00 AM - 12:00 PM

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

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

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

Lunch - Grande Ballroom Foyer and Grande Ballroom CDEF

12:00 PM - 1:00 PM

Keynote - Grande Ballroom Foyer and Grande Ballroom CDEF

1:00 PM - 1:30 PM

Power up your supply chain with MS Supply Chain Platform - Chris Winstanley

1:45 PM - 2:45 PM

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

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

D365FO Telemetry Data Overview - Alex Meyer

1:45 PM - 2:45 PM

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

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

Sponsor Snack Break

2:45 PM - 3:00 PM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

Sponsor Session

3:00 PM - 3:30 PM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Sponsor Session

3:00 PM - 3:30 PM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

5 Key Tools to Avoid the Finance Scavenger Hunt - Brittany Burke

3:40 PM - 4:40 PM
Your team has done the operational work and now it’s your turn to make sure the financials are in order – where do you even start to look? Sometimes you wander aimlessly from screen to screen in hopes of finding a small financial tidbit to start to analyze the results. In this session, we will discuss five tools your finance team can use to identify, research, and understand the financial results of everyday transactions.

Using Power Platform, Automate, Apps & Teams with Dynamics 365 F&O - Dan Edwards

3:40 PM - 4:40 PM

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

Community Reception

5:15 PM - 7:00 PM

Data Repair in Dynamics GP: Common, Uncommon and Tools - Jo deRuiter

8:00 AM - 9:00 AM

Jo deRuiter takes a look at the common data repair needs in GP and the Best Practices surrounding how to do Data Repair! She will also take a look at the existing, out of the box, data repair tools along with free tools that exist to help you in your data repair and tracking needs!

Leveraging SQL Reporting Services for Advanced Reporting - Dave Feenstra

9:10 AM - 10:10 AM

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

Sponsor Session

10:15 AM - 10:45 AM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Sponsor Beverage Break

10:45 AM - 11:00 AM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

Inventory - Control is Possible! - Sandy Wickman

11:00 AM - 12:00 PM

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

Lunch - Grande Ballroom Foyer and Grande Ballroom CDEF

12:00 PM - 1:00 PM

Keynote - Grande Ballroom Foyer and Grande Ballroom CDEF

1:00 PM - 1:30 PM

Underused Reporting Options for Dynamics GP - Roger Vander Lugt

1:45 PM - 2:45 PM

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

Sponsor Snack Break

2:45 PM - 3:00 PM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

Sponsor Session

3:00 PM - 3:30 PM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

As a Dynamics GP User, Should I Stay Until Infinity & Beyond?! - Expert Panel

3:40 PM - 4:40 PM

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

Community Reception

5:15 PM - 7:00 PM

Power Platform

Expand Schedule

Becoming a Power Platform Developer: Tips, Tricks and More! - Joe Griffin

8:00 AM - 9:00 AM
The low-code revolution continues, and more than ever, there is a huge demand for developers to get involved, particularly on the Power Platform side. But what does it take to become a developer? Do you need to know how to write code? What are the skills you need to excel?
In this interactive session, join me as I hope to provide an answer to these questions and more. We’ll look at the technologies you need to know, what a Power Platform Developer does and articulate some of the qualities that will help you succeed. If you are considering a career change, this is the session for you!

Building AI Capable Apps with the Power Platform - April Dunnam

9:10 AM - 10:10 AM

Think you need a data science degree to build Artificial Intelligence capable apps? Think again! This session will show how to use Power Platform’s AI Builder to enhance your apps with artificial intelligence – no code required. We’ll explore what AI functionality AI Builder has to offer and show how to get started. Plus, you’ll learn how AI Builder fits into the broader AI landscape and which service to use in various scenarios.

Sponsor Session

10:15 AM - 10:45 AM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Sponsor Beverage Break

10:45 AM - 11:00 AM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

Going from Citizen Developer to Professional App Make - Julie Yack

11:00 AM - 12:00 PM

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

Lunch - Grande Ballroom Foyer and Grande Ballroom CDEF

12:00 PM - 1:00 PM

Keynote - Grande Ballroom Foyer and Grande Ballroom CDEF

1:00 PM - 1:30 PM

One Step at a Time? - Meron Gebremedhin & Chris Gill

1:45 PM - 2:45 PM
Want to cover simple steps you can take to start your journey in Power Platform?
As an immigrant, I want to share my experience and show you how you can transfer the skill set you already have to Power Platform technologies.

Sponsor Snack Break

2:45 PM - 3:00 PM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

Sponsor Session

3:00 PM - 3:30 PM

Submit the Sponsorship Interest form to secure this session on the DynamicsCon LIVE agenda!

Let's Build a Bot LIVE - Merlin Schwaiger

3:40 PM - 4:40 PM

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

Community Reception

5:15 PM - 7:00 PM

Event Check In - All Attendees

Expand Schedule

Grande Ballroom Foyer and Grande Ballroom CDEF

7:00 AM - 4:00 PM

Breakfast - All Attendees

Expand Schedule

Grande Ballroom Foyer and Grande Ballroom CDEF

7:00 AM - 8:00 AM

Partner Marketing Event

Expand Schedule

Location: Camelback Vista

8:00 AM - 5:00 PM

Please view registration and full agenda here

Registration for this event is separate from DynamicsCon LIVE.

Breakfast is with DynamicsCon LIVE attendees in the Grand Ballroom. Lunch, snacks, and beverages will be served in Camelback Vista.

 

Cross-Product Sessions: Includes Dynamics 365, Dynamics GP, & Power Applicable Content

Expand Schedule

How Power BI Saves Money and Time for All Dynamics GP Users - David Laster

8:00 AM - 9:00 AM

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

Getting the Most from Your M365 and D365BC Systems Together - Tasha Anspach

9:10 AM - 10:10 AM

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

Sponsor Beverage Break

10:10 AM - 10:30 AM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

How to Achieve B2B Sales and Marketing Alignment - Rick McCutcheon & Monica Hoyer

10:30 AM - 11:30 AM

It’s easy to silo marketing and sales activity, but the real ROI for B2B organizations comes from the alignment of sales and marketing processes. Your business development efforts will work best when everyone is working with the same information. Whether you are new to Dynamics CE/CRM or your system has been up and running for several years, this session will help you to configure your CRM and marketing automation to
-map the modern B2B sales process and buyer journey
– align sales and marketing activities
– better measure marketing effectiveness
– improve reporting

The Right DUG Programs for You

11:30 AM - 12:00 PM

Description Coming Soon!

Lunch - GRANDE BALLROOM FOYER AND GRANDE BALLROOM CDEF

12:00 PM - 1:00 PM

The 8th Wonder of the World? BC + Power BI - David Laster

1:15 PM - 2:15 PM

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

Final Fairwells Until Next Time!

2:15 PM

Dynamics 365 Business Central

Expand Schedule

Tips on Tackling Performance Issues in BC Online - Cecile Dinh & Steve Endow

8:00 AM - 9:00 AM

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

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

Equipment Service: Service Management, Jobs, or Other - Ken Sebahar

8:00 AM - 9:00 AM

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

Business Central + AI Builder = Increased Automation - Theo Kersten & Chad Althaus

9:10 AM - 10:10 AM

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

Business Central Tips and Tricks for Every User! - Shawn Dorward

9:10 AM - 10:10 AM

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

Sponsor Beverage Break

10:10 AM - 10:30 AM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

There's Got to be a Better Way! Finance Process Improvements - Cynthia Priebe & Cari Corozzo

10:30 AM - 11:30 AM

Accounting and Finance teams – it’s time to take your efficiency to the next level! We’ll explore underutilized and overlooked functionality designed to replace time-consuming & repetitive work, improve transaction accuracy, shorten month end close, and improve your cash position. We will cover highly rated topics from NVS training classes:
Cash flow Forecasting
Recurring expenses with allocations
Prepaid expenses and monthly recognition in one transaction
Lower receivables balance with Reminders
Use recurring journals more effectively
We’ll give you more time in your work day, and put a smile on your face.

Business Central + PowerApps = Love for Manufacturers - Jakub Leśniak & Arkadiusz Leśniak

10:30 AM - 11:30 AM

– Short story – how we started with PowerApps + BC in manufacturing companies,

– Demo of manufacturing processes in PowerApps and BC

– Some real data information how customers using these systems (data increment, frequency of record, numbers of machines),

– Technical and licensing approach,

– Is this solution reliable?

– Q&A

The Right DUG Programs for You

11:30 AM - 12:00 PM

Description Coming Soon!

Lunch - GRANDE BALLROOM FOYER AND GRANDE BALLROOM CDEF

12:00 PM - 1:00 PM

First Come, First Serve. Item Reservations in BC - Amanda Ejiro

1:15 PM - 2:15 PM
First come, first serve. Item Reservations in BC for Sales, Purchasing, & Production – Are you facing problems with ensuring product inventory is guaranteed for a customer and put on hold when the order is received? join me as we discuss all about item reservations in BC.

Getting Started with Business Central Jobs - Tanya Henderson & Steve Chinsky

1:15 PM - 2:15 PM

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

Final Fairwells Until Next Time!

2:15 PM

Dynamics 365 Customer Engagement

Expand Schedule

Demystifying Dynamics Licensing - Who needs what? - Britt Pangerl

8:00 AM - 9:00 AM

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

Get to Know the New Admin Center - Ashley Steiner

9:10 AM - 10:10 AM
For years, we’ve managed the D365 system settings in the “Classic Settings” area. But Microsoft is slowly moving everything to the Power Apps Admin Center. In this session, we will walk through the new admin center and highlight where to find the most common settings. We will also discuss the new exciting things you can do here and how to best leverage the new admin center.

Sponsor Beverage Break

10:10 AM - 10:30 AM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

50 Tips in 50 Minutes - Kylie Kiser & Melissa Erickson

10:30 AM - 11:30 AM

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

The Right DUG Programs for You

11:30 AM - 12:00 PM

Description Coming Soon!

Lunch - GRANDE BALLROOM FOYER AND GRANDE BALLROOM CDEF

12:00 PM - 1:00 PM

Making Life Easier with XRMToolBox - Merlin Schwaiger

1:15 PM - 2:15 PM

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

Final Fairwells Until Next Time!

2:15 PM

Dynamics 365 Finance & Operations

Expand Schedule

Implementing a New ERP - Expert Panel

8:00 AM - 9:00 AM

Join the industry titans of F&O as they guide us through a NEW D365 implementation.

Upgrading Your Legacy ERP - Expert Panel

8:00 AM - 9:00 AM

Join the industry titans of F&O as they answer your questions and concerns about upgrading to D365!

Standard Cost vs. Actual Cost - James Cox & Nigel Cox

9:10 AM - 10:10 AM

Learn how to use business cases for the choice, setup, usage and overhead capabilities.

Successful Implementations - People, Process, & Technology - Fardowsa MacLeod

9:10 AM - 10:10 AM

In today’s highly disruptive & hyper-automated world, organizations need to create connected, sustainable and agile solutions to meet demands without causing critical business disruptions.
Whether adding to your existing ERP, or starting from scratch, implementing a new solution is more than just the technology. It requires an understanding of the organization’s vision, current processes, and technical environment.

Join us to hear firsthand roll-out success factors and end-user “lessons learned” that will enhance and aid your next ERP implementation, roll-out and user adoption!

Sponsor Beverage Break

10:10 AM - 10:30 AM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

What's New in Supply Chain Management - Anne Krumpke & Nicole Gump

10:30 AM - 11:30 AM

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

Run A Custom X++ Script In PROD With Zero Downtime - Peter Ramer

10:30 AM - 11:30 AM

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

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

The Right DUG Programs for You

11:30 AM - 12:00 PM

Description Coming Soon!

Lunch - GRANDE BALLROOM FOYER AND GRANDE BALLROOM CDEF

12:00 PM - 1:00 PM

How to Select the Best Billing Approach in D365 Finance - Clara Seijo Blanque

1:15 PM - 2:15 PM

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

Secrets to Save Money and Move Faster with F&O Projects - Staci Kimmell

1:15 PM - 2:15 PM

D365 F&O ERP Implementations are highly complex. Balancing budget, scope, timeline, and resources are exceedingly difficult when designing an end-to-end solution impacting many business functions. This session will be focused on tactical, realistic ways to lower your costs and move faster toward go-live. If you are starting a project or in the middle of a project, this session is for you! This discussion will include real world case studies, specific examples, and common pitfalls.

Final Fairwells Until Next Time!

2:15 PM

Extending Dynamics GP with Power Apps - John Kirsch

8:00 AM - 9:00 AM

Extending Dynamics GP functionality to fit exactly what you need has become increasingly more effective and efficient. This session, hosted by John Kirsch, will demonstrate some of the capabilities of a solution added to Dynamics GP. He will review how this can be done quickly and at a reasonable cost. We are finding cases where, in the past, installing an ISV or separate solution was more than needed, but now specific functionality can be added with just the right amount of effort for an even greater result. Come find out ways to get more from your GP system and make user’s lives simpler!

Supercharge GP Using the FREE Macro Replicator! - Amber Bell & John Arnold

9:10 AM - 10:10 AM

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

Sponsor Beverage Break

10:10 AM - 10:30 AM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

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

10:30 AM - 11:30 AM

Have you been told that moving to the cloud means leaving Dynamics GP behind? In this session we will bust that myth and show you several options for taking the Dynamics GP system that you know and love to the cloud without disrupting your business or losing your data. If you have anxiety about what a move to the cloud might mean for your accounting team, this is the session for you!

The Right DUG Programs for You

11:30 AM - 12:00 PM

Description Coming Soon!

Lunch - GRANDE BALLROOM FOYER AND GRANDE BALLROOM CDEF

12:00 PM - 1:00 PM

How Can We Get Them to Forecast When They Won't Even Budget? - Zubin Gidwani

1:15 PM - 2:15 PM

You’re not alone! Budgeting and Forecasting can be brutal- come prepared to share & learn best practices with your colleagues. We’ll explore simplifying your budget process & improving manager involvement. How can they share enough details to make it feel like their own? Do you budget with enough precision to generate monthly variance reports? Are variances condemned, simply stated, or do you actively re-forecast to make course corrections? Should you physically allocate or just allocate in reporting? Can you adjust reporting and reclass expenses before the month-end close? Join this thorough session and learn to master your budgeting process.

Final Fairwells Until Next Time!

2:15 PM

Power Platform

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Data Governance for Low Code Solutions - Em D'Arcy & William McLendon

8:00 AM - 9:00 AM

We will take a look at the fundamentals of a governance program, along with the guardrails and supports you can put in place so app makers have a safe place to create and innovate.

Power Platform in MS Teams - Rishona Elijah

9:10 AM - 10:10 AM

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

Sponsor Beverage Break

10:10 AM - 10:30 AM

Submit the Sponsorship Interest form to secure this break on the DynamicsCon LIVE agenda!

Kickstart your Power Apps Development with Power Fx - April Dunnam

10:30 AM - 11:30 AM

There’s a lot you can do with the no code capabilities of Power Apps but to really take your apps to the next level and add advanced logic you need to learn the formula language that Power Apps runs on, Power Fx. In this session, we’ll explore the fundamentals of Power Fx and how you can apply it to add logic to your canvas and model driven Power Apps.

The Right DUG Programs for You

11:30 AM - 12:00 PM

Description Coming Soon!

Lunch - GRANDE BALLROOM FOYER AND GRANDE BALLROOM CDEF

12:00 PM - 1:00 PM

Power Virtual Agents: Exploring the Unified Canvas - Rishona Elijah

1:15 PM - 2:15 PM

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

Final Fairwells Until Next Time!

2:15 PM
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