# Summit North America
Do you find yourself doing the same things over and over again in GP? Do you have lots data to enter/update? This session will introduce macros and how they can simplify repetitive tasks in GP. Many aspects of GP Macros will be covered: Introduction to macros Creating and running macros Editing macros Merging your data with a macro to add/update multiple records using Replicator If you've never used a macro or if you are an expert, this session will help you be more efficient in your day to day tasks. 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.
EDI is mission critical for many companies moving to D365 Finance & Supply Chain Management. And the smart companies are seeing why their EDI choice can help their implementations succeed. During this session you will learn: 1.How to minimize impact on your trading partners while you go through an ERP change. 2.How to avoid D365 software customization for EDI and stay up to date with regular Microsoft D365 updates. 3.How to leverage your EDI solution to validate the data migration. 4.See a working integrated EDI solution in action. We will end the session with a Q&A with our VP’s of Operations & Technology.
Microsoft’s Power BI dashboard and reporting solution provides a way to gain insight into your Dynamics SL and other data. The Microsoft Dynamics SL team has built Power BI Dashboards for Project, Customers and Vendor information that are a great starting point. Attend this session to see what is available today and how you can start taking advantage of these solutions at your company today. Upon completion of this session, participants will be able to describe the Power BI dashboards that are available. This session will be available for CPE credits pending completion of session survey post event. Level: Basic
Join us in this session to get started with the new Power Automate UI Flows service, Microsoft’s Robotic Process Automation solution. During this session we will take a tour of the Power Automate UI Flows application interface, look at the available controls and discuss some of the basic concepts around Robotic Process Automation. We will show you in a step-by-step demo how you can record user actions such as mouse clicks, keyboard use, and data entry, and then replay those actions to automate this process. Session Level: Advanced
The pandemic has brought on a new set of business challenges while the e-commerce industry has managed to continue growing. It’s time to get the most out of your BC/NAV solution to increase your online sales despite today’s business climate. In this session, join us as we discuss opportunities that businesses have experienced from the COVID-19 crisis and how to leverage your Microsoft Dynamics BC/NAV investment to grow your e-commerce business. We will provide you with strategies to identify e-commerce opportunities and ways to seamlessly integrate your electronic channels to increase sales and improve operations while providing an enhanced, secure customer experience.
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
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.
Was your first thought "What is a Data Model?", if so this session is for you. If you know what a data model is but want the Power BI perspective, this is also for you. When you think of optimization, the first thing that usually comes to mind is speed. Often overlooked are the things you should do to your Power BI solution to make it easier for end-users to consume, which sets you up for successful end-user Self-Service. In this session we will go over the data modeling 101 and the top things you should do to enable Self-Service
So join us for our solution showcase on "Fast Forward your AP Automation - From Kick-off to Go-Live in 5 Days"" where we will share how we can get your company up and running with your AP automation solution for Dynamics 365 Finance in just 5 days!"
This session is going to address using Azure hosted agents to create builds. We can automate the process of building X++ code and creating deployable packages on any build agent that runs on Microsoft Windows. We will address the following topics: - Prerequisites required for setup - Preparation required in Azure DevOps - Configuration of pipelines -Limitations 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.
When sales tax isn't applied to a purchase, you could still be on the hook for use tax. Your business makes a purchase and you notice the seller doesn’t collect sales tax. So, it must be tax free, right? Wrong. Consumer use tax may still apply, and if you’re not actively tracking use tax obligations, you could be making a costly mistake. Put simply, use tax is owed on a purchase when the seller does not collect sales tax, or when the use of the product/service (or the location of consumption) results in more tax being owed. Sound complicated? It is, and that’s what makes use tax one of the most mismanaged compliance issues for businesses. In this session, learn more about consumer use tax, what it is, and when your business may be on the hook to pay it. • The events that can trigger consumer use tax requirements • The most common consumer use tax management challenges • The impact of economic nexus laws on consumer use tax • How your business can step up compliance to avoid being audited This will be one ‘use-ful’ session that you won’t want to miss. Attend this session to be entered to win the new Xbox series X – exclusively for Avalara session attendees! Winners will be selected at random, based on session attendance. Dynamics products Avalara works with: • Microsoft Dynamics 365 Business Central • Microsoft Dynamics 365 Finance & Operations • Microsoft Dynamics GP • Dynamics NAV • Microsoft Dynamics SL • Microsoft Dynamics AX