# Summit North America

# Summit North America
CONTENT

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Credit Card Processing Fees and PCI Compliance in BC/NAV

Credit card processing is vital to so many businesses, yet wrought with tedious details, requirements, and contradictory information that drains the souls of CFOs and Controllers worldwide. We'll examine the myths and facts of this seemingly complex world to help you identify key opportunities for greater efficiencies and lower processing fees.

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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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Investigating Problems in D365

Sherlock Holmes had a very stringent method for solving mysteries, I have found that when faced with hard problems in Dynamics 365 learning from how detectives like Sherlock Holmes work can be very helpful. As a long time expert, I often get called in to solve issues which others have failed to solve. Sometimes, using these methods it is elementary, sometimes it requires relentless investigation many days of gathering data, analysis, comparisson, deduction. I will share this method and some of my stories of the trickier problems I have had. 

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ExFlow: AP Automation & Machine Learning Inside D365 FO

ExFlow is the premiere AP Automation solution built inside D365 – recently selected by Microsoft as a preferred AP Automation solution for D365 FO and D365 BC. ExFlow automates 3-way invoice matching, invoice matching to contracts and payment plans (for recurring costs) & provides dynamic and flexible approval workflows on any platform for on-the-go invoice approval.

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Business Central – Holes in Manufacturing and How to Fill Them

We all know there will be gaps in functionality between your customer's requirements for manufacturing and what Business Central provides. But how do you bridge those gaps? We'll discuss how to use extensions, both private and public (aka Apps), to provide the additional functionality you need. We'll also cover how to leverage add-ons and embedded IP (private extensions) through a case study focused on meeting a company's manufacturing requirements.  This session will be available for CPE credits pending completion of session survey post event. Level: Basic 

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Customize your SharePoint online forms with Power Apps

You’ve customized your all SharePoint forms with InfoPath and your organization is now moving to SharePoint online? Not a problem, join us in this session and learn how to use Power Apps to customize your SharePoint online forms. During this session we will take a tour of the Power Apps Studio application, look at the available controls and discuss the basic concepts of Power Apps. We will also, perform a step-by-step demo showing you how to create a multi-tab SharePoint online form integrating corporate branding, user driven content and simple business logic. Session Level: Basic

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Dynamics GP Navigation 101

Regardless of your level of experience with GP, none of us know it all; but you will leave this session with a list of navigation features you didn't know existed or didn't know how to use in the software. If you're new to GP, this session is a must. We will show tips, tricks and shortcuts around reducing mouse clicks making your daily tasks and navigation in Dynamics GP more efficient. A few surprises are always in store during this fast paced session. 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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Full-Service EDI for Microsoft Dynamics 365, NAV, AX and GP

Whether you’re a supplier, manufacturer, or a buying organization, join Chrissy Mathison to explore how our Full-Service EDI solution can help automate your network, reduce manual entry and save you time and resources.

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How to Create Advanced SSRS Reports in D365 Finance and Supply Chain

This session is for developers who would like to discover new ways to build reports that are even more useful to the business. Learn how to develop advanced SSRS reports using precision design in Microsoft Visual Studio. See the importance of Controller, Contract, UI Builder and Data Provider and hear us explain how to call multiple reports and develop complex report designs. 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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Learn Virtual Card vs. Credit Card vs. ACH/EFT

Learn the difference between  Virtual Card, Credit Card, and ACH/EFT. Learn how to setup Virtual Card in Dynamics GP and see how transaction flows in Payables module to Bank reconciliation to be compared with Credit Card and EFT transactions.  See the benefits of using Virtual Card and save lots of  hours and headaches from our lessons learned in implementing Virtual Card. 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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Microsoft Session: What’s new in Dynamics 365 Finance, Project Operations, and Human Resources

Learn of the new capabilities being released as part of Wave 2, 2020 for Dynamics 365 Finance (including Globalization), Dynamics 365 Project Operations, and Dynamics 365 Human Resources.  During this session you will take away what is new and how each of these offerings complete your business requirements.   This session is appropriate for all levels, starting at Basic.

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Power Automate Administration for CRM Administrators

Life used to be so simple before when managing classic workflow business logic inside of the CRM user interface. But with the introduction of Power Automate Flows the CRM Administrator's job has become more difficult. Power Automate has it’s own administration portal, stop tabbing around. I will show how to bring it back together in one Power Automate Admin Dashboard built on the CDS platform. I will walk you through the Dashboard components, the Power Automate flow logic behind it and share with you the managed solution I built to contain it all. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.