# Best Practices

# Best Practices
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Centre of the Power BI universe: Modeling for self-service

Was your first thought "What is a Data Model?", if so this session is for you. If you know what a data model is but want the Power BI perspective, this is also for you. When you think of optimization, the first thing that usually comes to mind is speed. Often overlooked are the things you should do to your Power BI solution to make it easier for end-users to consume, which sets you up for successful end-user Self-Service. In this session we will go over the data modeling 101 and the top things you should do to enable Self-Service

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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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Do I Have Enough Vacation Time?

There are multiple applications available from Microsoft for Dynamics GP to track and accrue vacation, sick, and other time. This session will review how PTO Manager and Human Resources enable your organization to track and accrue vacation, sick, and other types of leave. The session will also look at the Advanced Payroll functionality for leave time liability reporting. 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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Foreign Currency - The Basics

This session provides a review of:  •how foreign currencies are setup, •how to assign currencies to customers, vendors and bank accounts •how these rates flow into Sales and Purchase documents,  •how the rates can be overridden as needed and  •the related periodic activities This session will be available for CPE credits pending completion of session survey post event. Level: Basic

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How To Support Your Customers in a Post-COVID World

In this session a panel of industry professionals will discuss how challenges faced from COVID-19 impact the ability to support customer needs and how the Power Platform can meet the demand. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

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Power BI – The Intelligent Administrator Dashboard

This session will begin by re-introducing select popular elements from within my Intelligent Administrator dashboard, and then include a number of ‘nuts and bolts’ exercises on how to build one from the ground-up.  Tips/techniques for building this Admin-style dashboard will foster greater understating and applicability to your Dynamics GP environment.  The dashboard itself encompasses 150 SQL queries and produces 350 Power BI indicators across 30 subjects in MSSQL, Dynamics, GP Companies, Management Reporter and even ISV products.  Attendees will learn how to leverage Power BI for powerful real-time analysis of configuration selections in each of the modules in Dynamics GP. 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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Security Tips, Tricks, and Hacks in D365 Finance and Supply Chain

Join us as we look at some tips and tricks of designing/configuring security in D365FO and what you should be aware of when updating security. Topics covered will include: •     Impact of changing security via UI vs AOT •     Tools to help moving security between environments •     How to be able to have a role test workspace •     View object and licenses for all roles •     Setup and configure least privilege •     Impact of security changes on user licensing 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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Transition to the New Power Apps Configuration Interface

Did you know that Microsoft has created a new interface with back end configuration operations of Dynamics 365? Attend this session to learn about the benefits of using the modern Power Apps experience, which provides a lightweight, streamlined way for business analysts and system administrators to configure entities, forms, fields, and more. The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

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All About BC/NAV Security

How do you know who has access to what?  What are the best practices for managing your BC/NAV security? We'll discuss how to create a good process to make sure employees can do what they need to and not what they aren't supposed to.  This session will cover the steps required to set up a new user in BC/NAV.  We'll also review the processes to assign permissions, manage user groups, set up warehouse security and how to create customized permission sets including a demonstration of the permissions recorder.  Bring your questions, real life stories, and be prepared to share how you manage BC/NAV security in your company.  This session will combine How-To presentations with interactive discussions to share best practices and fresh ideas. This session will be available for CPE credits pending completion of session survey post event. Level: Basic 

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Crystal Reports: Beyond the Box

Want to run reports from SL screens? Ready to combine custom reports? Attend this session to deepen your knowledge and usage of the specialized Crystal Reports for Dynamics SL. Learn how users can send info to Crystal Reports using option tab, templates and run time information. Learn how Crystal Reports can get even more data using run before functionality. Level: Intermediate

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EDI 101

Want to do business via EDI, but not sure where to start? Join NAVUG member Osprey Packs for a breakdown of EDI. We’ll take a look at how Osprey uses EDI in day to day business and cover the basics of how EDI works, costs, transmission options, document types, when to integrate, and the benefits of a fully managed solution vs an in-house solution.  This session will be available for CPE credits pending completion of session survey post event. Level: Basic 

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Getting Started with Management Reporter

This session is ideal for accountants who are responsible for creating and generating financial reports for their organization but have little training with Management Reporter for Dynamics GP and SL.  Learn the basics of report building blocks and leave with the know-how to create four key financial statements within Manager Reporter:  Trial Balance, Income Statement, and Balance Sheet.  Discover the power and flexibility of reporting trees and get the skill you need to present useful data to your executive team.  This session will be available for CPE credits pending completion of session survey post event. Level: Basic