Community Summit North America
Dynamic Communities connects users and partners of top technology solutions to create a global community. We power business growth, collaboration, discovery, education and professional development that can’t be found anywhere else.

Community Summit North America
SOLUTIONS, SERVICES, CONTENT & POSTS

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Change Requires Management - The Secret to CRM Success

Why do so many CRM projects ‘fail’, or at least not achieve all of their objectives? A major reason is that the business is not properly prepared for the change brought by the new system. Andrew Bibby, Microsoft MVP, discusses some of the primary change management obstacles typically encountered on Dynamics 365 CRM projects. Then, using methods backed by 20 years of independent research by Prosci, he will put forward ways in which you can address these problems and increase your chances of project success! The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

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One Dataset Magic: Project Accounting and Power BI in D365 Finance and Supply Chain

In this session we are going to give a quick overview on connecting to data in D365FO with Power BI and closing major reporting gaps. We will be spending most of our session looking at a simple deployment trick that allows us to create one data set and multiple reports. Deliverable: Session Attendees will be provided with:      • Power Point documentation on deployment and steps.      • Project Accounting Power BI Example - We will give you the datasets and report files we use in this session. These examples can be deployed in users own environments as a starting point. The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area. This session will be available for CPE credits pending completion of session survey post event.

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Everything You Ever Wanted to Know About Collections in D365 Finance

Join MVP Kelly Kane as she dives into the Collections process. Learn about how the Collections process through Collections letters, disputed amounts, and Collections cases. The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area.

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Changing your Costing Method in D365 Finance and Operations? What to Expect and is it Worth it?

Thinking about changing your costing method in D365FO? What do you need to know, and what to expect.  In this session, an inventory expert will demonstrate what you will need to consider and what to expect when making such a change. The content of this session is geared toward an audience with beginner-level knowledge of the subject area. This session will be available for CPE credits pending completion of session survey post event.

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Optimizing your Power BI Data Model

It's easy to get started with Power BI, but it's also easy to end up with an out of control data model that grinds report visuals to a halt. How can you find and fix the problems slowing down performance?  We'll show you common pitfalls to avoid, along with handy tools to help you maintain and optimize your models, whether you created them yourself or inherited them from others. You'll leave this session armed with the tools and knowledge you need to improve the performance, organization, and readability of your models, and monitor for the future to prevent angry calls! Session Level: Intermediate

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Best Practices for D365 CE Security Design

Role-based security and the concept of "Teams" are two of the powerful building blocks provided by D365 CE for a successful security design. Proper utilization of security roles requires an understanding of privileges, access levels, and how to properly setup your system organization hierarchy to serve as the dependable foundation. In this presentation, we will discuss how to modify out-of-box roles to create custom security roles tailored for your organization and how to utilize "Teams" for improved flexibility within your security hierarchy.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

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CI in 60: D365 Customer Insights Showcase

Do you have critical customer data in multiple databases? Are you looking to consolidate true customer profiles and use machine learning capabilities to drive predictive sales, marketing, or service? This 'CI in 60' session will give you the ins and outs of using Customer Insights across multiple data sources, as well as provide a glimpse into the power Customer Insights provides organizations of any size. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

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Order Fulfillment and Shipping with Lanham in Today’s Competitive World

Today’s customers have high expectations for immediate shipments, and the accuracy and efficiency of your internal processes are key to meeting these expectations. Come explore how Lanham’s approach to fulfilling and shipping orders will keep you competitive. Whether you ship from sales orders or a warehouse management system, we have great options for you—and some of the lowest prices around for shipping in the cloud.

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Accelerate Your Implementation with D365 Accelerators

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Click virtual button to do real work

Running late for a meeting and wished there was an easier way to let your team know?  Want to check-in and check-out without having to access a mobile app?  Or track your mileage without having to do to many clicks?  We live in a cloud-first, mobile-first technology world and hence there must be a better and faster way to get things done, correct?   Join Daniel Christian, a Microsoft MVP who will walk you through how you can leverage the Power Automate button feature to provide elegant solutions. He will walk you through how you can use the virtual and physical buttons. Session Level: Basic

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Order Management Tips & Best Practices

Join this session to learn the tips & best Practices in Order Management. During this session we will cover the following: •Convert Quotes to Sales Orders •Order Types •Customer Service Assistant Functionality •Order Management Processing •Order Management Wildcards  •Controlling the Process Manager                                                                                                       This  session will be available for CPE credits pending completion of session survey post event. Level: Basic

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Dynamics 365 - How to Train Your Users in 5 Easy Steps

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Communicate & Collaborate - Teams & Power Platform

Extending Microsoft Teams to not only bring collaborative tools to your company or project team but also to utilize and build off of the Power Platform's offerings to automate mundane tasks as well as enhance communications across departments, teams, or any other groups working together on common or different workstreams every day. Session Level: Intermediate

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Organizational Change Management – Why it’s not just about Training!

Join us for a conversation with AXIA Consulting’s OCM Practice Lead Bianka Shah and Glenn Keller, Director of IT at CountryMark,  to learn  the value of including a well-organized OCM plan over the project implementation lifecycle.   During this session, we will explain the model CountryMark used to effectively identify OCM needs, including:  - 12 best OCM practices for planning and maintaining a  transformation program  - Return on investment OCM can provide to your project  - Unexpected benefits found when faced with pivoting in the middle of an ERP rollout.   With changes occurring daily within our environment due to recent events, we will also discuss how to increase user adoption and sustainment of programs through effective stakeholder management in a remote environment and how to effectively manage remote teams and end users.   The content of this session is geared toward an audience with beginner-level and higher knowledge of the subject area. This session will be available for CPE credits pending completion of session survey post event.

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Let’s Build a Plugin Base Class!

Are you still writing your plugins from scratch, simply implementing the IPlugin interface?Are you using someone else’s framework, that isn’t really designed for the way you code?Have you tried all the open source alternatives and still not found any favorite?Why not Build your own Plugin Base class?!It’s not hard, it doesn’t take weeks, and it helps you just the way you want it to help 😊In this session I will show you 100% hands on how we can go from zero to plugin base hero for you and your team.We will start with a project with few plugins, identify common/duplicated code, unnecessarily verbose code and code where we simply feel that “this could be done so much easier with a little help”.From this we will create a Plugin Base Class and some useful extension methods to SDK classes to finally clean up our plugins and enjoy the beauty of our refactored code.The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

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Community Connections

Summit is all about meaningful connections! Join fellow event attendees and valued sponsors for an hour every day to connect and share. The Expo Hall will be open to visit your favorite sponsors and our special 60-Second Solution Showdown booths. This is also a great opportunity to play Summitland! Don’t forget to visit the community booths: User Group Medics, Local User Groups, and Dynamic Communities. If you are looking for more “birds of a feather” conversations, please check out the Platform or Solution Networking lounges for live chats plus plan to attend the Women in Technology seminar.

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Our Favorite Dynamics GP Things (Updated)

Consultant and GP User Duo with a combined 33+ years of experience will share some of their favorite features of GP and help you make the most of your investment. Attendees will learn how to navigate more effectively in GP, how to be more efficient with everyday tasks and how to use new lookup techniques. This session is geared for an audience with a basic skill set. This session will be available for CPE credits pending completion of session survey post event.

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The WHOLE Story about Inventory to G/L Reconciliation!

Struggling to balance your inventory sub-ledger to your General Ledger? Once you know what's happening "underneath" you'll resolve issues quickly and confidently. This presentation covers what you need to know to realize smoother inventory to G/L reconciliations: the do’s and don’ts, typical scenarios, unusual situations, preventative measures, corrective actions and much more. 

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Community Connections

Summit is all about meaningful connections! Join fellow event attendees and valued sponsors for an hour every day to connect and share. The Expo Hall will be open to visit your favorite sponsors and our special 60-Second Solution Showdown booths. This is also a great opportunity to play Summitland! Don’t forget to visit the community booths: User Group Medics, Local User Groups, and Dynamic Communities. If you are looking for more “birds of a feather” conversations, please check out the Platform or Solution Networking lounges for live chats plus plan to attend the Women in Technology seminar.

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Out of the Box: Dynamics BC/NAV and Office 365

Dynamics BC/NAV is fully embedded in Office 365, which means your ERP processes can now be performed directly in Office, where you are already doing your work. In this session we’ll show how you can now manage business interactions in Outlook, synchronize records between BC and Outlook, use Microsoft Teams to call your Dynamics contacts, share customer notes between BCand OneNote, and work with your financial data in Excel.  This session will be available for CPE credits pending completion of session survey post event. Level: Intermediate