# All Deployment Types
Did you know that you have the ability to put multiple projects on a single contract, or even create a project hierarchy with sub/child projects? You also have the ability to add multiple funding sources to a single contract and create billing rules to determine how the billing responsibility can be broken down. Additional billing rules can be configured based on milestones, delivery of unit of measures, and project progress (% complete). All of these options can be configured to be invoiced and billed collectively. 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.
The post-COVID world awaits, and many businesses are starting to ask the question: “How will the changes to our businesses methodology and economic climate impact my tax burden in the coming years?” It’s a fair question, given the massive shortfalls to tax revenues and the potential ballot initiatives that may result. This presentation will help shed some light on what appears to be looming in the future and what your business can do to be ready for the inevitable.
Join us to explore tried-and-true Lanham EDI in its new extension form -- with its Business Central Modern Client user interface and cloud-ready design. We’ll review how the system provides manage-by-exception, full access to data, more native EDI documents than any other Business Central solution, and support of third-party warehouse partners. We will also examine when it makes sense to tap the Lanham VAN for lowest total cost of ownership. With the Lanham EDI extension you can start your day with sales orders and end it with invoices, all processed compliantly in EDI, inside your Business Central system.
Session description to come soon! Session Level: Basic
When it comes to document management, Dynamics and SharePoint offer a myriad of options … not all of them good. Even the built-in SharePoint to Dynamics integration can create more problems than it solves. In this session, you'll learn what nobody tells you about SharePoint to Dynamics integration – including case studies on how different approaches for document management in Dynamics 365/CRM are working for different organizations. We will review all the available options, from using the built-in Dynamics document management, to SharePoint, to Teams, to Power Automate to custom code to third party add-ons. You'll learn the different solutions that work best in different scenarios and you'll learn from how one organization setup a complex SharePoint integration and how they’re modernizing it with Microsoft Teams. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
The question isn’t if, but when, to make the move to the Cloud. In this session, we will go through the process of migrating a customized on-prem solution to D365 Business Central. We will also cover how you manage your Business Central environments in the cloud. This session will be available for CPE credits pending completion of session survey post event. Level: Basic
When establishing security roles in Microsoft D365, it is important to institute a robust security design with minimal security risks resulting from Segregation of Duties (SoD) conflicts and excessive sensitive access. Failure to reduce SoD conflicts and needless SA will result in unexpected risks and audit findings due to a lack of checks and balances in place. The out-of-box security roles inherently contain security risks that when assigned to users, foster a risky environment. In this session, we will discuss security risks, security design, and how to implement the security roles in D365. 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.
Every project requires data movement in and out of Dynamics 365 Finance and Operations apps. The keys are using bulk imports and effectively keeping a track of multiple moving parts. This session will address: 1. How to import data in bulk with multi-threading for general journal lines 2. How to keep original load and delta loads in sync 3. How to import customers quickly without spending hours to process load The content of this session is geared toward an audience with intermediate-level knowledge of the subject area. This session will be available for CPE credits pending completion of session survey post event.
EDI is mission critical for many companies moving to D365 Finance & Supply Chain Management. And the smart companies are seeing why their EDI choice can help their implementations succeed. During this session you will learn: 1.How to minimize impact on your trading partners while you go through an ERP change. 2.How to avoid D365 software customization for EDI and stay up to date with regular Microsoft D365 updates. 3.How to leverage your EDI solution to validate the data migration. 4.See a working integrated EDI solution in action. We will end the session with a Q&A with our VP’s of Operations & Technology.
DocumentsCorePack is the Go-To solution for document generation & automation on the Power Platform. Based on Microsoft Word-templates, DocumentsCorePack provides you with a set of tools to create and process documents in Dynamics 365 for Customer Engagement, PowerApps and PowerAutomate Whether you need to send sales or service documents, reports, or contracts for signing, our solution will help you streamline and simplify your documents. In this showcase we will do a live demonstration showing: •Template design in Microsoft Word •One-Click document generation in Dynamics 365 •Automated document generation, approvals, and processing via PowerAutomate (Flow)
Learn enough basic SQL to retrieve data from your Dynamics SL database. We will focus on the select statement and joining tables together in one query. You will learn enough to use SQL with Quick Query, Excel, and reports. SQL 101 caters to those with no (or limited) SQL experience. This session will be available for CPE credits pending completion of session survey post event. Level: Basic