How can one Power Apps application securely meet the needs of more than one user persona without exposing an organization to data privacy risks? This session will share techniques successfully used to serve the needs of 3 different user personas - an individual user, a manager and a resource manager - securely providing each with only the information necessary for their role. Session Level: Intermediate
Role-based security and the concept of "Teams" are two of the powerful building blocks provided by D365 CE for a successful security design. Proper utilization of security roles requires an understanding of privileges, access levels, and how to properly setup your system organization hierarchy to serve as the dependable foundation. In this presentation, we will discuss how to modify out-of-box roles to create custom security roles tailored for your organization and how to utilize "Teams" for improved flexibility within your security hierarchy.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
A fast-paced and demo-heavy tour of advanced functionality in Power Query with case studies based on problems seen in the field with consulting clients. This session will introduce the M language through a series of demo exercises. Attendees are expected to be comfortable with Power Query, but need not be advanced. Don't miss this top rated presentation from the Power Platform World Tour - enhanced with new and expanded material. Session Level: Intermediate
Have you ever found yourself stretched too thin? Do you simultaneously feel overworked and underutilized? Are you often busy but not productive? Do you feel like your time is constantly being hijacked by other people’s agendas? If you answered yes to any of these, Greg McKeown’s book on Essentialism may be the answer. In this session we’ll look at the book Essentialism: The Disciplined Pursuit of Less and how you might be able to apply it to your situation. Essentialism isn’t about getting more done in less time. It’s about getting only the right things done. The idea is to identify what is absolutely essential, then eliminate everything that is not, so we can make the highest possible contribution towards the things that really matter. This session will be available for CPE credits pending completion of session survey post event. Level: Basic
The tools and processes taught in this course will help Sales Leaders to better explain, motivate, and drive User Adoption in CRM for their Sales personnel. CRM has little to no value to the organization if not completely adopted by the Sales Person, and often times Sales Reps are disinterested and technically challenged. Sales Managers and Corporate Leaders typically fail to understand what helps Sales People evolve. This course will illustrate how to change behavior so that Sales People view CRM as a valuable tool for their growth. This course gives Sales Leaders effective tools for training, accountability, and motivation. The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
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
In this session, 3 MVP’s will demonstrate some out of the box uses for the Power Automate. Most are personal use cases. The audience will vote on who has the coolest apps, giving that MVP bragging rights for the year. This is a great opportunity to help you, the attendee, generate ideas for your own use cases. We’ll even leave room at the end for Q&A. Session Level: Basic
Join this session to learn how to leverage Power Automate to transform your business processes. Attendees will learn the benefits of using Power Automate, including: •How to identify processes that need automation •Power Automate Use cases - Modern workplace •Power Automate Use cases – Business Apps/D365 •Connecting Apps with Power Automate Session Level: Basic
In this session, we will discuss the successful implementation of D365FO from a customer as well as a partner perspective. We will discuss what went right as well as what went wrong from both perspectives, including functional and technical scope considerations, technical requirements and needs for the client based on scope decisions, impact to non-D365FO enterprise data assets, how this implementation fits into the company's long-term plan. This session will start from proposal and partner selection and go through current state. 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.
Data visualization through tools like PowerBI is now critical. You need to see how your business is running, and understand the dials to move for best performance. Dashboards are only as good as the data behind them. In this session, we’ll show you how you can mistakenly create what appears to be a useful dashboard in Excel or PowerBI, but isn’t relevant due to poor data management. We will then walk you through best practices and tools for effective data organization and governance processes, so you can ensure you will walk away with accurate dashboards that will drive stellar results. This session will be available for CPE credits pending completion of session survey post event. Level: Intermediate
Learn how to utilize the Advanced Distribution to implement fulfillment orders. Utilize navigation lists, fulfillment workflows, and processes to move a document through the full order to invoice process fluidly. All current GP versions 10+ applicable. 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.