# D365 F&O

# D365 F&O
CONTENT

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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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Consumer Use Tax 101: What it is and Why You Should Actively Manage It with Avalara Consumer Use

When sales tax isn't applied to a purchase, you could still be on the hook for use tax. Your business makes a purchase and you notice the seller doesn’t collect sales tax. So, it must be tax free, right? Wrong. Consumer use tax may still apply, and if you’re not actively tracking use tax obligations, you could be making a costly mistake.   Put simply, use tax is owed on a purchase when the seller does not collect sales tax, or when the use of the product/service (or the location of consumption) results in more tax being owed. Sound complicated? It is, and that’s what makes use tax one of the most mismanaged compliance issues for businesses. In this session, learn more about consumer use tax, what it is, and when your business may be on the hook to pay it. •    The events that can trigger consumer use tax requirements •    The most common consumer use tax management challenges •    The impact of economic nexus laws on consumer use tax •    How your business can step up compliance to avoid being audited This will be one ‘use-ful’ session that you won’t want to miss. 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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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 User Licensing in D365 Finance and Supply Chain

Trying to understand, analyze, and reduce user licensing costs in Dynamics 365 for Finance and Operations (D365FO) can be a confusing process. If the new licensing model has you confused, or if you are worried about being compliant when your renewal occurs, join us for an overview of how to navigate through the process, and potentially reduce your licensing costs in the process. 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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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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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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Advanced Project Billing Using Contracts

Did you know that you have the ability to put multiple projects on a single contract, or even create a project hierarchy with sub/child projects? You also have the ability to add multiple funding sources to a single contract and create billing rules to determine how the billing responsibility can be broken down. Additional billing rules can be configured based on milestones, delivery of unit of measures, and project progress (% complete). All of these options can be configured to be invoiced and billed collectively. 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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Improving Food Safety Quality Control using D365, Azure, and the Power Platform

This presentation will take the audience through how to use a combination of Azure machine learning, Power Apps and key D365 for Finance and Supply Chain features to mange and improve food safety. We will cover both how to manage quality control on the production floor or at the receiving dock using Power Apps, predicting quality issues using Azure ML, and how to log and manage non-conformance via D365FSC, Power BI and Power Apps. The content of this session is geared toward an audience with intermediate to advanced-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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Staying Current and Compliant in a Highly-regulated Industry

Join this member-led session, where Arrowhead Pharmaceutical, a life sciences company,  will share the challenges, approaches, and tactics it uses to  stay current with continuous updates from Microsoft, while effectively  remaining compliant in this highly-regulated industry. 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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COVID – Sales Tax Implications & Observations

The post-COVID world awaits, and many businesses are starting to ask the question:  “How will the changes to our businesses methodology and economic climate impact my tax burden in the coming years?”  It’s a fair question, given the massive shortfalls to tax revenues and the potential ballot initiatives that may result.  This presentation will help shed some light on what appears to be looming in the future and what your business can do to be ready for the inevitable.

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Microsoft Session: Ask the Engineering Experts (Finance, Project, and Human Resources)

Bring your questions – the engineering leaders will have your answers!  This session is a dedicated Q&A session for anything you saw during the What’s new for Dynamics 365 Finance (including Globalization), Project and Human Resources breakouts. This session is appropriate for all levels, starting at Basic.