# Business Impact

# Business Impact
CONTENT

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Fast Forward Your AP Automation - From Kick-off to Go-Live in 5 Days

Introducing a new tool for your team to use can be difficult. You continuously run into a problem with one of your processes, decide to look into solutions out in the market, schedule calls & demos with providers, review the options, and finally come to a decision. Then comes the onboarding to make sure your team uses the product. While you know you need the tool, the headaches and politics you have to maneuver through just to get a solution can be daunting. The last thing you want is for the onboarding to drag on and suck more time from your team, ultimately decreasing morale.    We get it! That's why we've designed the best onboarding experience for your team.  Today, things need to happen right now!  So join us for our solution showcase on "Fast Forward your AP Automation - From Kick-off to Go-Live in 5 Days"" where we will share how we can get your company up and running with your AP automation solution for Dynamics 365 Finance in just 5 days!"

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Managing Modern Retail Obligations with Maximum Efficiency

While indirect tax may seem a common phenomenon in the United States and throughout the world, it is undeniably complicated.  Not surprisingly, many businesses are not managing it correctly. There are literally thousands of state and local jurisdictions for tax in the United States.  A company’s sales and use tax compliance is complicated already, so the addition of value added tax (VAT) and goods and services tax (GST) can expose unprepared companies to significant risk. This presentation by Vertex, Inc. will focus on the new world reality facing global retailers who are seeking to minimize risk and uncertainty in their finance and operations. Additional topics: •How will governments mitigate stimulus expenses and loss of tax revenue post-COVID?   •Are we witnessing the death of brick & mortar?   •How is the shift into modern eCommerce practices affecting B2B companies?

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Designing Dimensions to get Powerful Information

If you’ve ever struggled with using dimensions or don’t know why you should use them at all, it’s time to solve that! Discover how to tell your company’s financial story by using dimensions to get beyond just the Balance Sheet and Income Statement. Learn how to set up dimensions in NAV/BC to gather complete and accurate data while also preventing blank values and reducing the need for data entry. Find out how to use dimensions to gain control, consistency, accuracy, and efficiency in your financial postings. You'll leave clarity on all the ways you can view dimensions in your system.  This session will be available for CPE credits pending completion of session survey post event. Level: Advanced 

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Getting Products in Your Customers’ Hands with Supply Chain Cloud

Now, more than ever, you need efficient processes to get packages delivered to your customers’ docks and doorsteps. In this session, you’ll learn about how the Blue Horseshoe Supply Chain Cloud works with D365 to help you:  •Use D365 data to connect directly with top parcel carriers like USPS, UPS, and FedEx to get accurate shipping estimates, generate carrier compliant labels, and more.  •Manage asset movement and freight handling across your logistic network including equipment, drivers, dispatch, and settlement. •Optimize routes, save fuel, and increase driver efficiency.  You’ll also learn how D365 and Supply Chain Cloud helps you build a digital supply chain while giving you a control tower view of your warehouse and logistics operations.

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Load and Volume Testing: A Step-by-Step Guide

System performance is one of the most impactful elements of any ERP system - so why are you not prioritizing it?  Join us to remove some question marks about how to actually execute the performance testing that you've been avoiding within Dynamics 365 for Finance and Supply Chain.The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area.

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Adding more Power to Power Apps Portals

Power Apps Portals provide a lot of functionality out of the box to interact with CDS (Common Data Service) data. However, there may be situations where you need to take your portal projects to the next level.  In this session, learn how to extend your Power Apps Portal with HTML, JavaScript, CSS, Liquid, Power Automate and Azure.  Add more power by embedding Power Virtual Agents, SharePoint libraries, Power BI reports and even Canvas Power Apps!  Add more Power to Power Apps Portal projects! Session Level: Advanced

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Elevate your Power Automate game by using expressions

You have been automating all your business processes with Power Automate and want to take them to the next level, but don’t know how?  There are tons of actions that can be added to Flows but having too many of them may become extremely overwhelming, especially when building large Flows.  Using expressions can help in reducing the number of actions a Flow can execute, which reduces the runtime of the Flow.  In this session, you will learn how to embrace expressions, which actions can be replaced by expressions, and how to build them by seeing some awesome, real-life  solutions. Session Level: Intermediate

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How GP Workflow Can Work for You

Remote working is more important than ever. In this session, learn how GP Workflow can support approval paths and rules for GP documents and master records with remote approval capabilities. See how to setup a basic Workflow to approve transactions or batches and learn about options for conditional approvals, escalations, and what is needed to enable mail notification for remote approval. 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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Add Sales Invoices to Your Marketing Arsenal?

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Creating a Conversational User Interface for Dynamics

One of the greatest challenges to achieving success with CRM is getting user adoption. Users have become accustomed to using consumer style digital assistants like Siri and Alexa and are looking for that same simplicity in how they use Dynamics to access and update customer information. In this session we provide an overview of the technical concepts behind conversational digital assistants. We will show examples of how Azure Cognitive Services for Language Understanding (LUIS) and the Microsoft Bot Framework are integrated with Dynamics to provide an engaging user experience. The content of this session is geared toward an audience with advanced-level knowledge of the subject area.

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Field Services: An In-depth look at Functionality & Relationship with Core SL Modules

Join this session for an in depth look at how the service series functionality works together with the other SL core modules up through the general ledger. Understand the workflow and benefits of the tight integration with the service modules. This session will be available for CPE credits pending completion of session survey post event. Level: Basic

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Managing Procurement & Inventory with D365 & Supply Chain Cloud

What limits your supply chain? Lack of visibility. And those blind spots bring your business to a grinding halt. In this session, you will learn how the Blue Horseshoe Supply Chain Cloud works with D365 to connect your physical assets and digital intelligence. This includes: •Building a digital procure to pay process including automating workflows with suppliers, managing and validating documents, and creating supplier scorecards. •Optimizing fulfillment strategies to maximize profits across channels, including building fulfillment and sourcing strategies across channels and analyzing cost-to-serve.  You’ll also learn how D365 and Supply Chain Cloud helps you build a digital supply chain while giving you a control tower view of your warehouse and logistics operations.