# Summit North America

# Summit North America
CONTENT

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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.

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Ready. Set. Grow. Prepare Your Business for Process Automation.

As you look to maximize ROI across your organization, now more than ever, the things that appeared “little” are more expensive than you realize; manual data entry, filing documents, and searching for files have real costs associated with them. Attend this interactive workshop session as we explore the steps, the industry data and benefits of centralized document management and invoice process automation. Learn real-world examples that you can analyze and easily convey, as you build the business case for AP automation and pave the way for its success!  

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Star Search: Jumping on Stage to Present at UG Summit!

Have you ever wanted to be up on the Opry stage? Maybe the Opryland Conference Center? Now is your chance to learn what it means to be a speaker at User Group Summit! Practice your banjo, shine your belt buckles and get ready to join the lineup next year. We will share with you the process of session submission, selection and presentation prep so you are ready for wherever 2021 will take us! The User Speaker Cultivation program started this year and you can learn what that means and hear the results. It will be a toe tapping good time! The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

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Top 3 Reasons to Go Paperless in 2021

How much paper do you think goes in and out of your accounts payable (AP) department each week, month, and year? We would bet it’s a lot.    When you, or your AP team, are dealing with paper invoices and checks you could be spending more time tracking them down than you are reviewing and approving. That makes it inevitable for some not to get lost or misplaced during the process. Which could even lead to inaccurate spend and prevent you from forecasting correctly in the future.    That’s where AvidXchange comes in handy and removes the paper from overcrowding your AP team’s desks. Automating your accounts payable process will easily help you forget those pesky, misplaced paper invoices and checks for good.    Please join us to find out more about:    •    Gaining access to your invoices and payments anytime, anywhere •    Increasing security when it comes to your business’ cashflow •    Saving your company money while being able to better forecast the future •    Fireside chat with an AvidXchange customer on why they automated their AP process

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Using the Common Data Service to Integrate D365 Finance and Operations and Customer Engagement

You'll see the steps and in-depth detail of the tasks required to use CDS to bring data elements back and forth between D365FO and CE. We will also discuss some of the business outcomes that a customer will want to achieve in doing so. Join this session to learn about the different ways to integrate data and Microsoft's newest framework Dual-Write. Participants will learn: 1. Microsoft's Roadmap for Dynamics 365 Integration 2. How to set up and configure Dual-Write 3. Understanding of available tools to integrate Dynamics 365 data 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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Remote Working with Dynamics GP: Tips and Best Practices with PowerGP Online

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Excel Tables Rock! How Have You Rolled Without 'em?

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Automating Data Conversions to D365 for Finance and Supply Chain

Join us as we explore how to automate the entire data conversions lifecycle to Dynamics 365 Finance and Operations. This session will include a discussion of processes, tools, challenges, and benefits. We will then dive-in to see it in action. 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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Communicate & Collaborate - Teams & Power Platform

Extending Microsoft Teams to not only bring collaborative tools to your company or project team but also to utilize and build off of the Power Platform's offerings to automate mundane tasks as well as enhance communications across departments, teams, or any other groups working together on common or different workstreams every day. Session Level: Intermediate

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Deep Dive into Model Driven Forms JS for Non Developers

This session is for BAs/Admins/Implementers who may have to solve business problems with Model Drive forms, to get a solid understanding of what is and what isn't possible with model driven forms in CDS. This includes the following: - Reviewing the basic elements on a form. i.e. is that a Control, Field, Attribute? - What tools exist in the CRM Model driven forms events toolbox for acting on changes to the page, and when should they be used? - What actions are possible via JS, and how can those actions be used together to solve a problem? The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

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Engage Your Leadership Support CRM

An engaged leader is effective support for your initiatives in your organization.  This presentation will focus on how to engage your leadership, to support the technology.  I will be speaking about the success I have had in my organization as well as many additional encounters with other organizations where the support was not shown, and what has been done to change the thought process of the leadership to understand why their support is so very important to the ultimate success of the organization. The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

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Getting started with PCF Custom Controls

Learn how to add custom UI components for both model-driven and canvas Apps in this new world of the Power Platform. This session will explore the Power Apps Component Framework (PCF) gallery, walk-through the process of adding PCF components to your environment, look at some best practices and provide some resources for reference. Session Level: Intermediate