Come to this session to learn how you can combine your intermediate and packaged production orders into one consolidated view. Do you know what a Phantom Item can be used for? What if you needed to produce more than one item on an order? Do you know you can do this with co and by-products? Do you know that the potency of your active ingredients can be used for balancing your batch in production? Want to be impressed by how much the Virtual Scheduler has been improved? Come to this session to learn all of this and more! 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.
This demonstration will provide key concepts of Logic Apps for integration requirements, and how they work with Dynamics 365 Finance/Supply Chain. 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.
Come learn how the James M. Pleasant Company (JMP) improved its CE quoting process with an integration to sales orders in Finance and Operations. JMP leaders will show their solution using Power Automate (Flow) to send quotes from CE to Sales Orders in D365FO. The solution allowed the company to standardize its packaging options - live data pulling from one source! If time permits, we will showcase a few other ways JMP is using the Power Platform. 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.
Project Operations is a new license creating a Project Management vision from end to end. Project Operations merges the best of D365 PSA, D365 Finance Project Accounting and MS Project. Find out what it includes, how to use it, the roadmap and see some of the enhancements. Starting with opportunity, quoting and then project, resource management and then budget versus actual, revenue recognition. 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.
It’s no surprise that enterprise and mid-market organizations are benefiting from the investments made in cloud security, R&D and cyber security experts. Ongoing economic and global uncertainty has led many business leaders to fully recognize that migrating to the cloud is critical to their business continuity and success. The question is no longer IF, but WHEN to move their mission critical applications to the cloud. During this session we’ll discuss ‘what’s possible’ when you transform your business with the power of cloud. Dynamics AX end of support (EOS), remote workforce and business continuity issues have forced organizations to re-think their on-premises operations or face the potential risks and consequences of non-supported mission-critical business applications. Join us and discover cost-effective cloud migration strategies and the extensive benefits your organization will gain from a full transformation to the cloud. This session will be available for CPE credits pending completion of session survey post event. Level: Basic
Whether you’re a supplier, manufacturer, or a buying organization, join Chrissy Mathison to explore how our Full-Service EDI solution can help automate your network, reduce manual entry and save you time and resources.
If you manage the security of your company’s data, while challenging, you also have the opportunity to be a champion for your company with the right tools. In this session, learn how Fastpath can help provide your company to answers important questions like: Do you know who has access to your data, what they are doing with that data, and the risks to your data? With the Fastpath Assure cloud platform, you can answer these questions and provide an internal control framework to meet your compliance needs. Get rid of manual, prone to error, security related tasks and replace them with solid controls around user access, segregation of duties, tracking changes to critical data, and setting up new users. Fastpath will help your company take your security by design to the next level. We also will review the native controls in Dynamics 365F&O/AX around security, showing where Fastpath can help fill gaps and improve efficiencies in security reporting. In today’s world, with GDPR, SOX, and ever-growing number of audits, having the right security and financial controls in place is more important than ever. This session will show how the Fastpath governance, risk, and compliance solutions can help your company become a security and compliance superstar.
How can you manage your paper-based AP operations with a distributed workforce? You really can’t if everyone is working from different locations. If this year has shown us one thing it’s that companies MUST take everything digital and provide access to company data from anywhere to maintain and grow their business. DocLink extends the value of your Dynamics ERP not only by allowing you to go paperless, but also automating your entire AP process from POs to payments. In this session you’ll hear from DocLink customers who have achieved success in going digital, and you’ll learn how you can: • Eliminate paper and manual processes • Capture and access documents instantaneously • Streamline and accelerate approvals • Automate 3-way matching Join us to learn how to gain improved efficiency, visibility and control by going paperless and touchless in AP. This session is for the following products: Dynamics GP, AX, Nav, SL, D365 F&O and D365 Business.
The COVID-19 outbreak has forced businesses to change the way they operate overnight, having to do more with fewer resources and shifting priorities. The need for automation has become clearer than ever to increase efficiency and free up teams from mundane tasks, such as sales tax compliance. Managing sales tax can be complex and time-consuming, yet failure to comply can leave a business open to audits and significant fines. Automating tax compliance can reduce that risk and free up teams to focus on higher value projects. Want to learn more? Join our session to discover the benefits of sales tax automation, and how to choose the right technology for your business. You’ll learn: • The challenges of tax compliance • Which industries typically have the most compliance risk • How to know when your business should pursue tax automation to maximize ROI • Tips to identify and implement the right automation software In these uncertain times, the last thing you need to worry about is tax compliance. Don’t miss this session to make sure your obligations are being managed properly and efficiently. Attend this session to be entered to win the new Xbox series X – exclusively for Avalara session attendees! Winners will be selected at random, based on session attendance. Dynamics products Avalara works with: • Microsoft Dynamics 365 Business Central • Microsoft Dynamics 365 Finance & Operations • Microsoft Dynamics GP • Dynamics NAV • Microsoft Dynamics SL Microsoft Dynamics AX
Join us for a discussion with AXIA’s Consulting’s D365 Practice Lead, Doug Blitzer, Managing Director John Tierney, and CIO of Performance Health, Adam Shapiro to learn about about the critical importance of a holistic business analysis when considering an implementation or upgrade to D365 from AX and/or other ERP systems. We will look at:• The top 5 areas to evaluate when considering the move to D365 from AX (or any legacy ERP)• Why a holistic approach centered around business value is critical • Understanding where the opportunities lie for process improvements and efficiencies to help set the objectives for the implementation / migration project and bolster any supporting business case• Considerations when performing the assessment and building the implementation / migration plan• Determining is your organization ready? Is the timing right?The content of this session is geared toward an audience with beginner-level and higher knowledge of the subject area.