# Best Practices

# Best Practices
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Territory Mapping and Analytics with Power BI, Azure Maps, and EasyTerritory

Join EasyTerritory Co-founder, Benton Belcher, for an engaging session showcasing how to build immersive reports and dashboards for territory management using Power BI and the Azure Maps-based EasyTerritory Territory Map Visual.  We’ll explore strategies for building optimizes territories in EasyTerritory Azure App, and publishing the results to Power BI for sharing and collaboration across the enterprise.

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Adaptive Cards in Microsoft Teams based processes

Cards have been in Office 365 for some time already. Originally created as Message Cards after some time rebuilt from nearly scratch to become Adaptive Cards.  This extremely useful technology can be used in Power Automate processes based in Microsoft Teams to create a consistent digital workplace.  In this session you will learn: • What is the difference between Message and Adaptive Cards • How to design cards • How to use them - a working example • What to expect from the upcoming releases and version vNext (2.0) Process designers should make their processes as intuitive as possible, allowing their participants to take part in the most effective way. Using Cards helps to create a new channel for efficient participation in business processes. Session Level: Advanced

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Creating Timeless Integrations: Crash Course on REST APIs (GPUG)

Want to connect to any system, especially non-Microsoft ones? Through the beauty of a REST API, you can! Using REST APIs to integrate solutions will ensure your integrations stand the test of time and are able to adapt with your changing business processes. This session is geared for an audience with an intermediate skill set. This session will be available for CPE credits pending completion of session survey post event.

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Dynamics GP LifeHacks - Tips and Tricks, Brand New for 2020!

Are you ready to be the office GP Champion? Join this session to explore over 40 different ways to save time, be more efficient AND use GP in ways you never thought were possible! Brand New for Summit 2020! We will cover Financial Module, Sales, Purchasing, Inventory and More!! 40 is a lot but no worries, full documentation will be included – come and have fun AND learn! This session is geared for an audience with an intermediate skill set. This session will be available for CPE credits pending completion of session survey post event.

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Get Smart with Intelligent Technology: MetaViewer Paperless Automation for D365 for Finance and Operations

MetaViewer integrated with Dynamics 365 for Finance and Operations provides intelligent technology and scalability to allow businesses to grow at their own pace. Join this session to learn how adding MetaViewer to D365FO offers paperless automation, Touchless processing, full visibility and advanced functionality beyond AP automation and more.

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Intro to International Purchasing and Sales

We will dive into the flow of materials from their overseas factory to a freight forwarder, port, ship, domestic port, and delivery to the warehouse/factory.  This session will be available for CPE credits pending completion of session survey post event.   Level: Basic

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Power Query & Excel Inception! Get Excel Reports Into Excel Automatically

Which system do you get data from? Bet it can export it into a CSV or other Excel format. If you have issues getting to your raw data for any reason but can still export it, this session is for you. You will learn how to save exported data from excel files into a different excel file while cleaning it up and combining it with other reports as needed. After we set it up for the first time, you just need to place new reports in the same folder and Excel (Power Query) will automatically update your files! This session is geared for an audience with an intermediate skill set. This session will be available for CPE credits pending completion of session survey post event.

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SL Web Apps Overview – Project Features

Web Apps provides opportunities to remotely access Microsoft Dynamics SL.  Attend this session if you are a Dynamics SL Project user to see a live demonstration of Web Apps and how you can remotely, on any device, access Dynamics SL data and features. This session focuses on Project related features including Time, Timesheet and Expense Entry.  Upon completion of this session, participants will be able to describe the project Web Apps features including: Time Entry Expense Entry Project Maintenance This session will be available for CPE credits pending completion of session survey post event. Level: Basic

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Dynamics 365 eCommerce: Alternate Payments, Digital Identity and 3D Secure. What it Means for eCommerce Merchants

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Best Practice Tips for Power BI Adoption & Success

Power BI is being implemented at many organizations at a rapid pace. Unfortunately doing so without a plan can lead to “wild west of reports” with everyone doing their own thing, lack of governance, standards and potential for poor adoption. During this session I will provide you with tips, use cases and a best practice framework that has been refined from hundreds of successful enterprise scale implementations. You will leave with the confidence to implement Power BI, create your own center of excellence and ensure success at your organization. Session Level: Basic

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D365UG Business Central/NAV General Session

Welcome to the D365UG BC/NAV General Session here at Community Summit NA 2020!  Laurie Kuehl,  your D365UG BC/NAV Program Manager and host, welcomes one and all as we gather virtually as a community for the very first time.  In this jammed-packed session, you’ll hear from D365UG BC/NAV Board of Advisors Chair, Lewis Rosenberg. We will hear from Chad Sogge, Principal Group Program Manager, Microsoft Dynamics 365 Business Central, as he shares a glimpse into the future Roadmap for Microsoft D365 Business Central. Afterwards it’s the D365UG BC/NAV All-Star's helping reveal the 2020 D365UG BC/NAV All-Stars based on your votes.

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Engage Your Leadership Support CRM

An engaged leader is effective support for your initiatives in your organization.  This presentation will focus on how to engage your leadership, to support the technology.  I will be speaking about the success I have had in my organization as well as many additional encounters with other organizations where the support was not shown, and what has been done to change the thought process of the leadership to understand why their support is so very important to the ultimate success of the organization. The content of this session is geared toward an audience with beginner-level knowledge of the subject area.