# How To

# How To
CONTENT

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Organizational Change Management – Why it’s not just about Training!

Join us for a conversation with AXIA Consulting’s OCM Practice Lead Bianka Shah and Glenn Keller, Director of IT at CountryMark,  to learn  the value of including a well-organized OCM plan over the project implementation lifecycle.   During this session, we will explain the model CountryMark used to effectively identify OCM needs, including:  - 12 best OCM practices for planning and maintaining a  transformation program  - Return on investment OCM can provide to your project  - Unexpected benefits found when faced with pivoting in the middle of an ERP rollout.   With changes occurring daily within our environment due to recent events, we will also discuss how to increase user adoption and sustainment of programs through effective stakeholder management in a remote environment and how to effectively manage remote teams and end users.   The content of this session is geared toward an audience with beginner-level and higher knowledge of the subject area. This session will be available for CPE credits pending completion of session survey post event.

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Production: Wow, I Didn't Know it Could Do That!

Come to this session to learn how you can combine your intermediate and packaged production orders into one consolidated view.  Do you know what a Phantom Item can be used for?  What if you needed to produce more than one item on an order?  Do you know you can do this with co and by-products?  Do you know that the potency of your active ingredients can be used for balancing your batch in production?  Want to be impressed by how much the Virtual Scheduler has been improved?  Come to this session to learn all of this and more! 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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Smart Training Strategies to Empower a Modern and Remote Workforce

In today’s business climate, where the focus increasingly is on remote work and digital solutions, user adoption has never been more important. ClickLearn ensures the success of any Microsoft D365 CE implementation or upgrade project by enabling authors to deliver more and better content for training and documentation. In this session, where we unveil a whole new user experience, you will see how you can record your processes and with a single click, produce a complete e-learning portal in 45 languages with step-by-step instructions, virtual assistance, e-learning, and process videos. You can use the virtual assistant to guide your users from within your live solution.   You will also see how the Replay function lets you automatically update any existing content (including screenshots) to reflect updates to Dynamics 365 for Customer Engagement – including any third-party applications. This feature is particularly relevant for large, global organizations because you can also use it to automatically create language versions of your content with a single click.

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Tips for Querying, Data Modeling, and Performance

A collection of useful tips to help you work faster and more efficiently in Power BI. Topics include best practices and recommendations for improving the loading and modeling of data, leveraging parameters, creating date tables, time based calculations, measures vs. calculated columns, using report themes, bookmarks, and templates, ideas for faster creation of reports, and more. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

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Writing Effective ATL Tests for D365 Supply Chain

A deep dive session into how to write automated test cases in the Dynamics 365 Supply Chain Management module using the ATL (Acceptance test library). After completion of this session, you will know how to create consistent test data, increase the readability of test code, and support the high performance of test data across the D365 Supply Chain module. 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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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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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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Business Central Upgrade: How do I Move from NAV to Business Central

What are the options to move from NAV to BC? There are a lot of different ways to approach an upgrade to BC, so let’s discuss options and the pros & cons of each approach. Here you will learn how you can move forward with either a lightly or heavily modified NAV system. We will discuss some of the challenges of migrating to the cloud.   This session will be available for CPE credits pending completion of session survey post event. Level: Basic 

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Data Repair in GP: Repair Options and Best Practices for GP

We will discuss the myriad ways to do data repair in GP, we’ll cover normal repair scenarios and go through the best practices for advanced or complex data repair in GP.  We will also be reviewing the myriad tools at your disposal for ensuring you efficiently and accurately get the data repaired with low risk to your employer or client.  Some little known tools will also be shown (free tools) that you can use to your advantage for accurately repairing or cleaning up data!  Some of these tools will be given to you! Tons of tips, tricks and resources to help. 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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Everyone should know how to use BC Configuration Packages!

Business Central Configuration Packages are a convenient, powerful tool for importing data into Business Central.  But they are more than just a data migration tool! In this session learn how to use Configuration Packages, how to prepare data for import, and learn a few neat features, tricks, and limitations of Configuration Packages that will help you better understand and navigate Business Central data. •What are Configuration Packages? •How to setup a Configuration Package •How to prepare data for import into Business Central •Testing your Configuration Packages •Reviewing errors, correcting errors, and applying package data •Performance considerations   This session will be available for CPE credits pending completion of session survey post event. Level: Basic 

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GPUG Community General Session

Welcome to the GPUG General Session here at Community Summit NA 2020 as we gather virtually as a community for the very first time!  In this jammed-packed session, you’ll hear from GPUG’s Board of Advisors Chair, Michelle Kocher.  Then, get a first glimpse at the October 2020 release of Microsoft Dynamics GP with Abra Gilman (Collins Computing) and Terry Heley (Microsoft) as they show off what’s now available from our friends in #FabulousFargo.  Afterwards it’s Lisa Lucas, GPUG Program Manager, revealing  the 2020 GPUG All*Stars based on your votes.  Don’t miss out as we wrap up the first full day of Community Summit in style!

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Maintaining Internal Controls in a Pandemic

When everyone works from home, how do you maintain vital controls to prevent fraud?   Listen to real world examples of how frauds can happen, who perpetrates them, and methods to prevent losses.   Learn about how you can configure SL to enforce segregation of duties, audit access to key screens, and provide traceability for DCAA compliance This session will be available for CPE credits pending completion of session survey post event.