Why do so many CRM projects ‘fail’, or at least not achieve all of their objectives? A major reason is that the business is not properly prepared for the change brought by the new system. Andrew Bibby, Microsoft MVP, discusses some of the primary change management obstacles typically encountered on Dynamics 365 CRM projects. Then, using methods backed by 20 years of independent research by Prosci, he will put forward ways in which you can address these problems and increase your chances of project success! The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
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
This is a powerful tool. To often it is thrown in. What to think about difference between menu groups and security groups for roll based access. Learn what screens should be used and what the settings mean and effect on what the users see. This session will be available for CPE credits pending completion of session survey post event. Level: Basic
Project Operations is a new license creating a Project Management vision from end to end. Project Operations merges the best of D365 PSA, D365 Finance Project Accounting and MS Project. Find out what it includes, how to use it, the roadmap and see some of the enhancements. Starting with opportunity, quoting and then project, resource management and then budget versus actual, revenue recognition. 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.
For GP admins, there is often a need for some basic SQL skills and knowledge. You may not have an IT background, but with some light training you can find the details on how to navigate SQL Server Management Studio and perform some valuable SQL tasks. This session with give an overview of that navigation as well as cover some of those key SQL functions including backups and maintenance as well as the table structure and the intro to report writing with views. If you are a GP admin looking for additional SQL knowledge, this session is for you. 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.
You have critical business information in multiple places, but are you using the available APIs to consolidate data points together in a way to foster new insights and good decision making? We'll walk through the process of accessing APIs and getting data from disparate sources. Do you really need to be a developer? What are things you need to consider when working with web services? What about working with Excel, Jet Reports and other reporting tools? We'll feature practical examples of the power of Web Services and how to make your data useful so you can take action. This session will be available for CPE credits pending completion of session survey post event. Level: Intermediate
Attend this session to learn how one customer built a highly customized version of Dynamics CRM and Business Central and integrated them to create an end-to-end process automation solution. And multiple ISV's to boot! This session will be available for CPE credits pending completion of session survey post event. Level: Intermediate
There’s nothing more powerful than the efficiency of paperless automation combined with Microsoft Dynamics 365 in the cloud. During this session, our automation experts will show you firsthand how together MetaViewer and Business Central increase financial control and end-to-end visibility of the supply chain for streamlined and strategic business decision-making.
In this session, learn how to create flows that run flawlessly and handle unexpected errors. See demos of best practices for building enterprise-ready flows. Learn the life cycle development of a flow: planning, designing and making, testing, deployment, troubleshooting, and maintaining. At the completion of this session, you'll understand the principles, practices, methods, and patterns for designing flows that will make you the Flow Master at your organization and the envy of your peers! Session Level: Basic
This session is a hybrid presentation/roundtable incorporating hands-on learning. The session includes an introduction to the principles of change management followed by a roundtable discussion of change management challenges in managing a Dynamics deployment. Participants will: - Explore the principles of change management - Discover how to develop a change management roadmap for their Dynamics project - Experience a hands-on opportunity to develop a plan to apply change management principles to existing project/deployment/adoption challenges The content of this session is geared toward an audience with beginner-level knowledge of the subject area. - Collaborate with other Dynamics users to solve their shared challenges
Using Typescript in the Microsoft Power Apps and Dynamics 365 environment has become the preferred method by most in the industry for streamlining client side development. However, code reuse and unit testing typescript as well as integrating Typescript into your release pipelines can be a bit of a conundrum when it comes to enterprise applications. In this session we'll look at getting started using Typescript in Power Apps and Dynamics 365 and then taking that Typescript to the next level by adding both unit tests and code modules for reuse as well as integrating Typescript into your Azure Devops pipeline. The content of this session is geared toward an audience with advanced-level knowledge of the subject area.