# D365 F&O

# D365 F&O
CONTENT

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Own your Data: Leveraging Excel in your D365 Supply Chain and Commerce Implementation

A Microsoft MVP will show several ways the Dynamics 365 for Finance and Operations Excel integration can be leveraged to drastically improve the employee experience at your company. From data cleansing, to centralized template management, to process optimization, see how this incredibly valuable integration can be leveraged in ways you may be surprised by! 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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Case Study: How U.S. Venture, Inc. Designed Compliant Security for D365 Finance and Supply Chain

This session is a case study for designing and building an application security framework that supports the needs of a large manufacturing company, and also drives least-privilege access and business ownership of security roles and risks during a D365FO implementation. We will start with an overview of how U.S. Venture, Inc., designed its security roles by building a segregation of duties rule set, and creating compliant task-based roles as the foundation for ensuring appropriate access and proper control throughout the D365 environment. This presentation does not require detailed knowledge of D365 security.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

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A Real-World D365 Finance and Supply Chain Implementation Journey

In this session, we will discuss the successful implementation of D365FO from a customer as well as a partner perspective.  We will discuss what went right as well as what went wrong from both perspectives, including functional and technical scope considerations, technical requirements and needs for the client based on scope decisions, impact to non-D365FO enterprise data assets, how this implementation fits into the company's long-term plan.  This session will start from proposal and partner selection and go through current state. 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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Guide to Sales Tax Automation for Dynamics 365 Finance and Operations: How and When Businesses Should Pursue Outsourcing and Automating Tax Compliance

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

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Solving Issues Mid-migration from AX 2009/2012 to D365 Finance and Supply Chain

There is nothing more frustrating than experiencing issues mid-migration from AX 2009/2012 to D365FO. In this session, you will learn how to pivot your migration and rejuvenate the implementation while maintaining the project timeline and reducing the budget. Hear directly from Dynamics user, Organogenesis, on how they dealt with issues during migration and successfully finished their project on time and on budget. 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.

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Changing your Costing Method in D365 Finance and Operations? What to Expect and is it Worth it?

Thinking about changing your costing method in D365FO? What do you need to know, and what to expect.  In this session, an inventory expert will demonstrate what you will need to consider and what to expect when making such a change. The content of this session is geared toward an audience with beginner-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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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.

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Using DevOps to Manage Projects and Work Together Successfully

Manage your projects using Dev Ops (formerly VSTS). DevOps gives your users, managers, SME's, and customers the ability to collaborate based on the project plan and business processes. We will show you how DevOps is used in a project and customized to the industry by using industry specific Business Process Models and capturing all backlog items under the BPM. Defining dashboards and queries for different models such as the operating model, integration model and data model allows the team to quickly focus on the current project state and key activities. 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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Demystifying Azure Data Lakes for Self-Serve Reporting

With the release of Azure Data Lake and surrounding technologies, it is easy to see why there is hope within the AX and F&SCM communities for a better reporting solution than BYOD. Attend this session to gain a fundamental understanding of what an ADL project may entail, its time frame, estimated cost, and the resulting reporting options available to finance teams to make meaningful business decisions. It’s always best to have clear visibility and understanding of the full implementation cycle before making an investment in a new technology.

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Period End Tips and Tricks for Finance Professionals

Businesses are changing and the pressure to close out the books is an ever-present pressure on the finance team.  Add in the demands for reporting and accuracy, if not a wand, and the finance team have their hands full at period year.  In this presentation, we will review some best practices and some ideas with tips and tricks to help  finance professionals. 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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AX to D365 Finance and Supply Chain: Why a Holistic Business Analysis is Essential

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.

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A User Company's Journey to Integrated, Real-Time Shipping

Do you wish you could shop multiple carrier rates and manage all parcel shipping without leaving Dynamics 365? Want to get customers the cheapest rates and the fastest delivery times in seconds? Hyland’s Standard Homeopathic Director of IT, Steve Hey, shares results from Hyland's implementation of a real-time, integrated shipping solution inside Dynamics 365. Learn about the company's journey and the business impact of faster, easier, unified shipping. The content of this session is geared toward an audience with beginner-level knowledge of the subject area. This session will be available for CPE credits pending completion of session survey post event.