# How To

# How To
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ALM and the Power Platform - A Match [to be] Made in Heaven

The Power Platform with Canvas Apps, Power Automate flows and all the goodies that the Common Data Service offers is making Citizen Developers as well as Pro Devs super efficient in building apps and complete enterprise grade solutions. But what about ALM? Is build/deploy automation and proper CI/CD even possible? The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

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Click virtual button to do real work

Running late for a meeting and wished there was an easier way to let your team know?  Want to check-in and check-out without having to access a mobile app?  Or track your mileage without having to do to many clicks?  We live in a cloud-first, mobile-first technology world and hence there must be a better and faster way to get things done, correct?   Join Daniel Christian, a Microsoft MVP who will walk you through how you can leverage the Power Automate button feature to provide elegant solutions. He will walk you through how you can use the virtual and physical buttons. Session Level: Basic

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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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Excel Reports – Live Design Session

In this session, we will design 4 reports using different methods to retrieve and display data in Excel Refreshable reports. We will cover setting up the data sources and why to utilize the reports. Tools included in this presentation are SQL Views, custom Excel Data Connections, VBA code and Excel Query functionality. This session will be an intermediate to advanced session where knowledge of using SQL Server Management Studio, TSQL, VBA and Excel Data Connections is recommended. 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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GP to Business Central: How to Successfully Migrate

Made the decision to migrate to Business Central or just investigating?  It could be a big project, and you need to know your options are before diving in.  At this session you will: §     Get a detailed, feature-by-feature comparison between GP and BC §     Learn about the three primary ways that BC can be deployed, and the pros and cons of each §     Learn about the three migration methods, including when to choose each §     Get details on Microsoft’s migration tool and the gotchas to watch out for §     Take home detailed sample migration plans and estimated project costs     This session will be available for CPE credits pending completion of session survey post event. Level: Intermediate

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Item Master Plus

Do you need more functionality related to your inventory items? Looking for more insights? Let’s review all the other elements available with items and using items throughout Dynamics NAV/Business Central. We'll take a thorough review of vendor and customer pricing, units of measure, variants, cross references, attributes, and extended text, as just a few of the options that can add robustness to your system. 

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Our Favorite Dynamics GP Things (Updated)

Consultant and GP User Duo with a combined 33+ years of experience will share some of their favorite features of GP and help you make the most of your investment. Attendees will learn how to navigate more effectively in GP, how to be more efficient with everyday tasks and how to use new lookup techniques. 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.

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Professional Document Generation and Processing in PowerAutomate(Flow) and Dynamics365

DocumentsCorePack is the Go-To solution for document generation & automation on the Power Platform. Based on Microsoft Word-templates, DocumentsCorePack provides you with a set of tools to create and process documents in Dynamics 365 for Customer Engagement, PowerApps and PowerAutomate Whether you need to send sales or service documents, reports, or contracts for signing, our solution will help you streamline and simplify your documents. In this showcase we will do a live demonstration showing: •Template design in Microsoft Word •One-Click document generation in Dynamics 365  •Automated document generation, approvals, and processing via PowerAutomate (Flow)

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SMB Customer Success Panel

In this session we will interview successful end -users on best practices user adoption. This session will particularly address the planning, alignment, and adoption strategies for SMB organization. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

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Tools for Managing Cash Flow in Dynamics SL

Cash position is everything in these difficult times. SL has tools in AR, AP, and cash manager to forecast cash inflows, outflows, and current cash positions.   Find out how to properly configure SL to take advantage!  Level: Basic

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What Makes the Perfect CRM Record?

As marketers and sales teams increasingly use Dynamics 365CE & CRM data to make decisions about strategy, marketing spend, and the customer journey, the fields and processes we add to our forms can have a tremendous impact on our success. In this session, marketing and sales users of Dynamics 365CE will learn how to think through required fields, custom fields, option sets, workflows, and more to capture the data they need to inform a successful sales and marketing strategy. The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

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Creating Custom Connectors in Power Platform

In this session, you will learn how to create a custom connector that you can use in Power Apps and Power Automate to connect to 3rd party services/APIs.As a fun example, we will create a custom connector to connect to the Spotify API and use it to search for tracks, play a sound track and get the current playing track.Session Level: Intermediate