Every Dynamics 365 implementation is a change management project. The cornerstone of change management is training. Most training in Dynamics 365 Finance and Supply Chain projects are openly acknowledged but poorly executed. Join us to hear about a large home improvement retailer’s training journey and their success.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
Do you wish you could shop multiple carrier rates and manage all parcel shipping without leaving Dynamics 365? Want to get customers the cheapest rates and the fastest delivery times in seconds? Hyland’s Standard Homeopathic Director of IT, Steve Hey, shares results from Hyland's implementation of a real-time, integrated shipping solution inside Dynamics 365. Learn about the company's journey and the business impact of faster, easier, unified shipping. The content of this session is geared toward an audience with beginner-level knowledge of the subject area. This session will be available for CPE credits pending completion of session survey post event.
Our Transportation Management solution is an all-inclusive transportation hub focused on simplifying, optimizing, and providing visibility to all transportation activities regardless of mode or geography. With one platform and workflow for transportation planning, execution, settlement, and procurement, Transportation Management delivers increased efficiency and reduced spend. Learning Objectives: •Centralize control of the entire transportation process •Provides visibility across the entire Global Transportation Network (GTN) •Quicker ROI with self-funded tool; typical payback within 6-9 months •Agile, scalable platform adapts and grows with your business •Delivers better customer service, with flexibility to respond to changing demands
Users won't fully adopt CRM until their leadership does. In this session you will learn the role of management - from the front-lines to the c-suite - in managing a CRM project, in adopting CRM, and in using CRM to drive change within their businesses. Executives will leave with a clear understanding of how to drive change - even transformation - by using the power of CRM. Project leaders will leave with a checklist for getting, and keeping, the c-suite engaged in your project. The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
How to drive Power Platform adoption in your organization, with a special focus on best practices, setting expectations, and running a Center of Excellence. You'll leave this talk with clear guidelines and materials to apply these principles in your own environment. Session Level: Intermediate
This session provides a review of: •how foreign currencies are setup, •how to assign currencies to customers, vendors and bank accounts •how these rates flow into Sales and Purchase documents, •how the rates can be overridden as needed and •the related periodic activities This session will be available for CPE credits pending completion of session survey post event. Level: Basic
Microsoft is releasing new features and capabilities twice a year, and has essentially folded Dynamics 365 into the Power Platform. With this change, the role of an administrator is expanding into different technologies and ways of solving business problems. Join us for a discussion of how the Power Platform expands the toolset admins can use for solutions CRM may have fulfilled in the past, and how to keep up with changes and new offerings. Making design decisions is now more complex than ever – let our discussion give you guidance on where to start! The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Join us to see all the FREE amazing tools hiding in the PSTL (Professional Services Tools Library) toolbox, from GL modifier/combiner, RM Transaction Unapply to Company Copy and more! Participants will take away: - Understanding of the tools contained in the PSTL toolset and their use - Gain knowledge to use the tools in your GP environment 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.
Customer-centricity is now a de facto business imperative and improving the overall customer experience is a top priority. But delivering connected experiences is often challenging given the systems and data are often siloed in ways that mirror organizational structures. Join this session to learn how Dynamics 365 Customer Insights, Microsoft’s customer data platform, can enable your organization to gain a 360-degree view of your customers across channels and drive proactive business processes. Extend the solution using Azure Synapse Analytics to combine customer data with financial, operational, and unstructured IoT data to build custom machine learning models and gain AI-driven insights.
As the Coronavirus outbreak has spread, unprecedented challenges have arisen in distribution centers all over the world. Extraordinary measures have been taken to keep goods and services moving. Leaders in supply chain are building swift & agile response capabilities in order to mitigate the fallout from the crisis. Yet most organizations are still learning to cope with this new reality, and its post-pandemic impacts on warehouse operations. The need to quickly develop and adopt new capabilities that ensure long-term resiliency is now firmly on everyone’s minds. This session will specifically address 3 fundamental shifts, their impacts on the DC, and how to build the capabilities required to maximize resiliency and long-term sustainability. 1.Consumer Consumption Changes 2.Re-Shoring Manufacturing 3.Robotics and Automation Integrations with Business Central will also be highlighted in the Enabling Technologies portion of the presentation.
Join this session for a deep dive into the Dynamics SL Advance Purchasing Options. Learn the benefits of leveraging the below modules: •Requisitions •Order Management PO Creation •Service PO Creation •Inventory Replenishment •Landed Cost This session will be available for CPE credits pending completion of session survey post event. Level: Intermediate
For GP admins, there is often a need for some basic SQL skills and knowledge. You may not have an IT background, but with some light training you can find the details on how to navigate SQL Server Management Studio and perform some valuable SQL tasks. This session with give an overview of that navigation as well as cover some of those key SQL functions including backups and maintenance as well as the table structure and the intro to report writing with views. If you are a GP admin looking for additional SQL knowledge, this session is for you. 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.