# Summit North America

# Summit North America
CONTENT

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Best Practices for Security Design in D365 Finance and Supply Chain

When establishing security roles in Microsoft D365, it is important to institute a robust security design with minimal security risks resulting from Segregation of Duties (SoD) conflicts and excessive sensitive access. Failure to reduce SoD conflicts and needless SA will result in unexpected risks and audit findings due to a lack of checks and balances in place. The out-of-box security roles inherently contain security risks that when assigned to users, foster a risky environment. In this session, we will discuss security risks, security design, and how to implement the security roles in D365. 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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Creating a Conversational User Interface for Dynamics

One of the greatest challenges to achieving success with CRM is getting user adoption. Users have become accustomed to using consumer style digital assistants like Siri and Alexa and are looking for that same simplicity in how they use Dynamics to access and update customer information. In this session we provide an overview of the technical concepts behind conversational digital assistants. We will show examples of how Azure Cognitive Services for Language Understanding (LUIS) and the Microsoft Bot Framework are integrated with Dynamics to provide an engaging user experience. The content of this session is geared toward an audience with advanced-level knowledge of the subject area.

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Discover the POWER of Microsoft Power Apps

Join our Velosio experts to learn how to best leverage the Microsoft Power Apps to meet your business requirements. With Power Apps, you can automate and enhance processes, collect and connect data, and create actionable insights. If you have been thinking about getting started with Power Apps, or even wondering what it can do for your organization by reviewing real-life applications, you will not want to miss this insightful session. Join Rod Donovan, Velosio's Power Apps and Power Platform expert, as he discusses 10 Power Apps use cases implemented with real clients. He'll share business needs and problems and how the team applied Power Apps to solve them, as well as available templates, tools, and outsourced resources you can use to get up and running quickly with the power of the Power Apps.

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Fast Forward Your AP Automation - From Kick-off to Go-Live in 5 Days

Introducing a new tool for your team to use can be difficult. You continuously run into a problem with one of your processes, decide to look into solutions out in the market, schedule calls & demos with providers, review the options, and finally come to a decision. Then comes the onboarding to make sure your team uses the product. While you know you need the tool, the headaches and politics you have to maneuver through just to get a solution can be daunting. The last thing you want is for the onboarding to drag on and suck more time from your team, ultimately decreasing morale.    We get it! That's why we've designed the best onboarding experience for your team.  Today, things need to happen right now!  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!"

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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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Introduction to Microsoft RPA

Robotic Process Automation (RPA) is a technology present on the market for couple of years. It helps companies to automate repetitive tasks done by employees or to make integration between systems not having available endpoints. This session will help you to: •Learn what is RPA •Learn what is attended RPA vs. unattended RPA •Discover capabilities of UI flows •Discover capabilities of WinAutomation •Get inspired to use RPA in your processes too! Using RPA helps to increase effectiveness in processes by automation of the most repetitive tasks. It also ensures the tasks are done errorless. UI flows is GA since 1st April and quite recently Microsoft acquired Softomotive, maker of WinAutomation.  Join me to learn today about the technology of the near future. Session Level: Intermediate

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Manufacturing in Business Central for Newbies

If you are new in manufacturing or new in Business Central production module, it will be the right session for you. I’ll explain the basic concept from items setup, BOM’s, routings how to handle with Production Orders, how to post consumptions and outputs… Of course, you will see a lot of tips and trick and how to avoid mistakes in manufacturing as some of them cannot be resolved easily. For better understanding, we will build one virtual ice-cream factory.  This session will be available for CPE credits pending completion of session survey post event. Level: Basic 

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Own your Data: Leveraging Excel in your D365 Supply Chain and Commerce Implementation

A Microsoft MVP will show several ways the Dynamics 365 for Finance and Operations Excel integration can be leveraged to drastically improve the employee experience at your company. From data cleansing, to centralized template management, to process optimization, see how this incredibly valuable integration can be leveraged in ways you may be surprised by! 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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Production planning in Business Central

Production planning is part of inventory planning and it cannot be learned separately, but there are still some specifics available only in the production process. In this session, you will see how to configure inventory planning and how to add all specific for production planning. I’ll explain how to configure production forecast and its relationship with MRP and MPS processes. Also, you will see interdependence of all documents and entries with planning system. On the end we will pass through embedded Machine Learning and how we can use it in planning process.  This session will be available for CPE credits pending completion of session survey post event. Level: Intermediate

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SMarketing (Sales + Marketing) – How to give Marketing a seat at the Sales table in Dynamics 365

In this session, attendees will learn how to use Dynamics 365 CE as a tool to organize marketing campaigns and align marketing campaign ROI to sales success. Our discussion will begin with a live, “Art of the Possible” demo of a Marketing Command Center in Dynamics 365. We will then break down the demo step by step and discuss the strategy behind using Marketing Automation and an easy lead management process to make “SMarketing” magic happen between the Sales and Marketing teams. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

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The Top Five Sexiest Things in Business Central

Smart is sexy and understanding what’s new in Business Central will make you the most interesting person at virtual cocktail parties. With Business Central at the core, we’ll show you the hottest integrations with Microsoft 365 and Power BI. KPIs are king and at your fingertips. See how you can report available cash, sales profitability, inventory value, and net income. With personalization tools and an enhanced user experience, everyone has the ability to work how they want in Business Central. Join ArcherPoint’s Gwendolynn Massie, a 21-year Dynamics veteran and lover of all things Business Central, for your tour of the features that make you go “wow!” and make everyone see you for the rock star you are.

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Use Excel for Financial Reporting Instead of Management Reporter!!

Everyone knows that Excel is the “go-to” program when creating financial reports. However, when you export a report from legacy tools such as Management Reporter into Excel, you have no ability drilldown on the numbers. Wouldn’t it be nice if you could?  With ActivReporter, you CAN!  Join this session to learn how you can completely replace Management Reporter with ActivReporter. ActivReporter can produce financials with multiple periods, multiple budgets, multiple companies, foreign currencies, and much more. And for any number in any ActivReporter Excel financial, you CAN drilldown to the underlying detail and then drillback to the posting in Dynamics GP.