# Dynamics 365

# Dynamics 365
CONTENT

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How to Guarantee Success when Implementing Accounting Automation

Learn how a national food-service sales agency transformed their accounting department and achieved outstanding results by implementing automation technology.

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Lot/Batch Management: Tips and Tricks

Lot/Batch Management is critical to any process-related industry.  This session will provide you with tips and tricks that you  need to track your batches in D365 using Batch Attributes (Both Product and Customer-specific), Batch Inheritance, Batch Merge and Item Tracing.  Using this powerful tool in D365 can help you prepare for product recalls and compliance audits. 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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MRP/MPS Solves Nothing: Best Practices for Success

Planners and planner-buyers are the only source of solutions! But they are much better at it when educated and armed with decent MRP software. In this session, Nigel Cox will discuss best practices and warn of common faults and misconceptions about this widely misunderstood and mis-used toolset. The content of this session is geared toward an audience with beginner-level knowledge of the subject area. Also relevant for BC/NAV and GP users. This session will be available for CPE credits pending completion of session survey post event.

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Power BI move into AI/ML

Machine Learning/Artificial Intelligence in Power BI consists of clicks not code.  The session will step thru the features added to Dataflows to utilize the ETL built into PowerQuery. The analytics retrieved from this features helps with the necessary data cleansing and preparation needed for a model. Called AutoML, this option enables the data prep integrated into a model for reporting in Power BI. All is done within Power BI and skills already possessed by the analyst. Model quality and visibility is available through these steps while creating a ML in an awesome reporting tool. Session Level: Advanced

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Securing Portal Content - Demystifying Permissions

It's possible to build a fairly robust permissions scheme on a Power Apps Portal app, but how exactly do Web Roles work? And what's the difference between web page access control rules and entity permissions?  I cover all that and more in the informative session that will empower you to set up Portal security in your own scenarios. Session Level: Basic

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Take Control of Your Data: Past, Present, and Future

The average business has 7 different systems responsible for storing data, not just their ERP. We look at how you can use data warehousing to effectively manage your data across your complete technology stack, better enable system migrations, and future-proof your reporting. We also look at how you can leverage data warehouse automation to quickly manage and customize your BI project, as well as developing cubes to enable fast ad hoc reporting and powerful data visualizations.  This session will be available for CPE credits pending completion of session survey post event. Level: Intermediate

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Two Great Worlds Colliding – Power BI Reporting and GP Payroll

Did you just say Power BI for GP Payroll?  Well certainly!  The Payroll table structure in Dynamics GP is unlike other modules, but that doesn’t prevent us from using Power BI to support and enhance your Payroll reporting capacity.  Perhaps you have a system that integrates employee and/or timesheet data into Dynamics GP, and you want to review for miscoding, thoroughness, and investigate or highlight any outlier situations or use cases.  Current methods of review rely on SmartLists, Edit Lists, and SSRS reports, but in this session you will learn a new, more visual way of reviewing payroll transactions in Dynamics GP with Power BI.  We will show you some of the possibilities and even show you the steps to create your own Power BI views for Dynamics GP and beyond as well as an introduction to other Power Platform tools. 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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What's New: Power BI

  Get updated with all things Power BI. Join this session to hear what's new with Power BI from Microsoft. Session Level: Basic

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Conquering PowerApps: Advanced Scenarios

Learn how to use Imperative development techniques in PowerApps to increase their ... power. Use advanced mathematical formulas on table records. Understand best practices to test your application to make it bullet proof and improve performance of your application. Make your application robust and resilient by implementing offline capabilities.The content of this session is geared toward an audience with advanced-level knowledge of the subject area.

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10 Top Security Gotchas – Don’t be a Gotcha!

In this session, we will review the most common security related mistakes companies make when upgrading or implementing Dynamics CRM. From who owns security, to who should implement it, and everything in between, we will provide proven project approaches that can keep your company off the security gotcha list. The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

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Automating Your Reporting in Dynamics GP

How to create an automated Excel macro that will massage your Smartlists automatically for you after downloading from GP.  We’ll explore better tools than SmartList to get your data out of GP including using Excel Reports, SSRS Reports, and even Power BI.  We’ll also explore how you can quickly visualize your data using tools like Tableau without having to spend hours slicing and dicing data in Excel.

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Congrats! You're Live! Now What?

Welcome to the wonderful world of being a Dynamics 365 System Administrator! Now that you've gone live with your CRM system, let's talk through all of the basics of what's next as a System Administrator. This session will provide you with a solid high-level foundation to hit the ground running as a System Administrator beyond your go live. Topics will include working with solutions, modifying & creating system views, modify & creating fields, adding UI controls, working with forms and dashboards. The content of this session is geared toward an audience with beginner-level knowledge of the subject area.