# Top Recommendations
This fast-paced session covers the most useful functions, formulas, and tips you need to build organized workbooks. From conditional formatting, date functions, and VLOOKUP, to building payment calculators, learning the magic of Flash Fill, and more. This presentation is for any Excel novice or enthusiast looking to take their spreadsheet skills to the next level.
Presented by Based on Patrick Lencioni's Best Seller, The Five Dysfunctions of a Team, this session will dive into what makes teams in the workplace successful and what makes them fail. We will explore the five dysfunctions in detail, discuss why they are each detrimental to the team and how to overcome them.
For many small and mid-sized companies, up-front licensing costs present a barrier to getting an RPA initiative off the ground. In those situations open source may be your best choice. And in larger companies, open-source tools may serve to fill gaps that commercial products might not fill, such as automating Python.
Customization with financials and project functionality PLUS the power of paperless automation? That’s what you get when you integrate MetaViewer with SL. Learn how implementing MetaViewer with Dynamics SL allows companies to eliminate manual data entry by automating high-volume, repetitive tasks for increased efficiency and enhanced spend management.
If you’ve ever struggled with using dimensions or don’t know why you should use them at all, it’s time to solve that! Discover how to tell your company’s financial story by using dimensions to get beyond just the Balance Sheet and Income Statement. Learn how to set up dimensions in NAV/BC to gather complete and accurate data while also preventing blank values and reducing the need for data entry. Find out how to use dimensions to gain control, consistency, accuracy, and efficiency in your financial postings. You'll leave clarity on all the ways you can view dimensions in your system. This session will be available for CPE credits pending completion of session survey post event. Level: Advanced
If you have the daunting task of training a large workforce or one spread across the country, we can help you wrangle them in and do a bang-up job! We will provide the necessary tools! We have successfully trained nearly 1,000 users in 150 offices, with only one dedicated CRM resource.
Want to personalize your Dynamics SL experience? Want to streamline data entry? Customization Manager allows users to modify the appearance and functionality of Dynamics SL. In this session we will demonstrate some simple but powerful customization's that you can do tomorrow like changing font sizes and colors, moving and resizing fields, adding or removing fields, and renaming labels and columns. This session is for users with little to no customization experience and will demonstrate mostly no code solutions, with some simple low code options. Learning Objective: What is customization manager, identify and choose customization levels, how to modify screens and logic using customization's Level: Basic
Do you have critical customer data in multiple databases? Are you looking to consolidate true customer profiles and use machine learning capabilities to drive predictive sales, marketing, or service? This 'CI in 60' session will give you the ins and outs of using Customer Insights across multiple data sources, as well as provide a glimpse into the power Customer Insights provides organizations of any size. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
We are all familiar with two types of apps within the Power Platform - canvas apps and model-driven apps. Canvas apps provide complete control over user experience whereas model-driven apps are more data-driven with comparatively lesser user experience flexibility. Now how about having the best of both worlds? That's where embedded canvas apps come into play. Simply put, they are canvas apps within a model-driven form. This session takes you through the experience of creating and embedding a canvas app into a model-driven form and overcoming challenges with embedded canvas apps. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Businesses are changing and the pressure to close out the books is an ever-present pressure on the finance team. Add in the demands for reporting and accuracy, if not a wand, and the finance team have their hands full at period year. In this presentation, we will review some best practices and some ideas with tips and tricks to help finance professionals. 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.
Microsoft D365, Business Central, AX and GP users, this session will be filled with ways to identify improvement opportunities in your Order-to-Cash cycle. Set the stage now for your 2021 improvement initiatives.