# Top Recommendations
This session will give you a whole list of easy but powerful takeaways to share with your team. No PowerPoint here! We'll demo 50 tips LIVE inside of Dynamics 365 Business Central so you can see for yourself how to accomplish things faster, easier, and with more efficiency! Join us for this very FAST 50 minutes with a special emphasis on tips for finance professionals. This session will be available for CPE credits pending completion of session survey post event. Level: Intermediate
The post-COVID world awaits, and many businesses are starting to ask the question: “How will the changes to our businesses methodology and economic climate impact my tax burden in the coming years?” It’s a fair question, given the massive shortfalls to tax revenues and the potential ballot initiatives that may result. This presentation will help shed some light on what appears to be looming in the future and what your business can do to be ready for the inevitable.
You already know that Power BI is a powerful tool for visualizing and presenting your data, but where do you begin? In this session, we'll provide you with a path for getting started and explain the differences between the desktop and service, Power Query and DAX, and different methods of sharing. This will be a demo-rich session with our favorite tips and tricks we've learned over the years, as well as pitfalls to avoid. You will leave with everything you need to get started, including samples and resources to keep you on the path to Power BI success. Session Level: Basic
Join this session to learn hints and tips to help you prepare for your upgrade. Information on things you will need to know about the process from someone who has been through it. This session will be available for CPE credits pending completion of session survey post event. Level: Basic
Additional credit management functionality has been added to Dynamics 365 to enhance your ability to better track credit limits for customers, block sales orders from credit risk customers, and automatically release sales orders from credit holds. In this session, we'll demonstrate how a customer's environment was configured to maximize the use of this new feature. We will demonstrate multiple ways in how the credit management functionality better served the customer's business. This session is geared to users with a beginner to intermediate-level knowledge of the subject area. This session will be available for CPE credits pending completion of session survey post event.
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.
Collecting payments is a necessary part of doing business. Unfortunately for many companies, it remains a manual and error-prone process that actually accrues more expenses and security threats. In this session, you will learn how to speed up the accounts receivable process, cut down on unnecessary costs associated with payment acceptance, and learn how to secure customer payment information within Microsoft Dynamics.
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.
This session is a case study for designing and building an application security framework that supports the needs of a large manufacturing company, and also drives least-privilege access and business ownership of security roles and risks during a D365FO implementation. We will start with an overview of how U.S. Venture, Inc., designed its security roles by building a segregation of duties rule set, and creating compliant task-based roles as the foundation for ensuring appropriate access and proper control throughout the D365 environment. This presentation does not require detailed knowledge of D365 security.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
What is Power Apps and why should you care? This introductory session will help those who probably heard of Power Apps, but maybe you haven’t had a chance to use it. Learn the basics as we build an app from scratch to replace a classic problem: a shared spreadsheet. Session Level: Basic
Looking for a better way to get payroll information into the hands of your employees? Wanting to do away with mailing W2's to everyone? Maybe you need a better way for employees to update their W4 information. In this session, attendees will learn what it takes to get employee self-service set-up and ready to use. Discussion points will include licensing requirements, software installation needed, and set-up in GP for employees. Then attend the next session where we demonstrate how employees will use Self-Service! This session is geared for an audience with an intermediate skill set. This session will be available for CPE credits pending completion of session survey post event.