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Monday, October 10
12:15 PM - 12:45 PM
New to Summit for Dynamics 365 F&O and CE (AX and CRM) Users
  • Monday, October 10:  12:15 PM - 12:45 PM
  • Room:   Coastal A - Convention Center, Level 2
  • Session Number:   681
Are you looking for guidance on how to maximize your investment/time over your next few days at Community Summit? If so, this session will provide a variety of tips and lessons learned from a panel of Community Summit veterans to ensure you leave the conference with the tools you need...
  • Beginner
  • Panel

Session Details

Presenter
Chuck Ingram
Founder and CEO
CongruentX
Presenter
Dan Madden
Director, CRM
Ascensus
Presenter
Ms  Dian Taylor
D365 CE Presales Director & Microsoft MVP
RSM US LLP
Presenter
Diane Taylor
Manager of Implementation and Adoption
Synergy Credit Union
Presenter
Rick McCutcheon
Microsoft Dynamics 365 MVP and Host
FCS
Track(s)  SuperTrack(s):  Association  Handout(s) 
Monday, October 10
1:00 PM - 1:45 PM
Dynamics 365 F&O (AX) Usability Tips and Tricks
  • Monday, October 10:  1:00 PM - 1:45 PM
  • Room:   Coastal C - Convention Center, Level 2
  • Session Number:   422
Still trying to maneuver through over 40 modules every day in D365? Come to our session and learn how to make your life easier and become more productive. With the new D365 user interface, you can quickly build your own workspaces, create your own views, add totals to your D365...
  • Beginner
  • Live Demo

Session Details

Presenter
Ginger Griffith
Solution Consultant
Alithya
Presenter
Traci Didonna
Principal Program Manager
Alithya
Track(s)  SuperTrack(s):  Association  Handout(s) 
Monday, October 10
4:15 PM - 5:15 PM
How to use the Power Platform to Optimize Your Business with Dynamics 365 F&O (AX)
  • Monday, October 10:  4:15 PM - 5:15 PM
  • Room:   Osceola B - Convention Center, Level 2
  • Session Number:   363
In this session, you will learn the different ways you can leverage the Power Platform to optimize your business processes in Dynamics 365 Finance and Operations apps. You will have the opportunity to hear how organization are using the platform and best practices for getting started. Complete Session Survey Here...
  • Intermediate
  • Live Demo

Session Details

Presenter
Meghan McMullen
Training Manager
RSM US
Track(s)  SuperTrack(s):  Association 
Tuesday, October 11
9:40 AM - 10:40 AM
Microsoft Dynamics 365 F&SCM (AX\FO) General Session
  • Tuesday, October 11:  9:40 AM - 10:40 AM
  • Room:   Osceola CD - Convention Center, Level 2
  • Session Number:   1034
Join other Microsoft Dynamics Finance & Operations (AX/F&O) users at Summit at the F&O General Session as we talk all things product release, project roadmaps, and strategy! At this general session, we are also going to be doing an All-Star Awards ceremony to recognize our community leaders. Lastly, bring your...
  • Beginner
  • Live Demo

Session Details

Presenter
Mr.  Bobby Small
BDR
Ellipse Solutions
Presenter
Ms  Crystal Ahrens
IT Architect
kodakalaris
Presenter
Jessica Vaughn
Sr Principal Consultant
Argano
Presenter
Meghan McMullen
Training Manager
RSM US
Moderator
Pam Misialek
Community Director
Dynamic Communities
Presenter
Thomas Wisniewski
Track(s)  SuperTrack(s):  Association 
Tuesday, October 11
11:00 AM - 12:00 PM
An AX Upgrade to D365 F&O is Imminent, Hobart Service’s upgrade journey from Ideation to Day 1
  • Tuesday, October 11:  11:00 AM - 12:00 PM
  • Room:   Palm Beach - Hotel, Emerald Bay, Atrium Level
  • Session Number:   411
...

Session Details

  • Beginner
  • Live Demo
Presenter
Mr.  Bobby Small
BDR
Ellipse Solutions
Presenter
Gregor Newland
Regional Director - Business Development
Ellipse Solutions
Presenter
Jim Cengia
IT Project Manager
Hobart Service
Track(s)  SuperTrack(s):  Association  Handout(s) 
Dynamics 365 F&O (AX): Tips and Tricks to Becoming More Efficient Using Finance and Operations
  • Tuesday, October 11:  11:00 AM - 12:00 PM
  • Room:   Coastal 8 - Convention Center, Level 2
  • Session Number:   335
...

Session Details

  • Beginner
  • Live Demo
Presenter
Mr.  Rick Doss
Sr. Presales Solution Architect
Hitachi Solutions
Track(s)  SuperTrack(s):  Association  Handout(s) 
Start using Regression Suite Automation Tool (RSAT) for Dynamics 365 F&O (AX) in your Organization Today!
  • Tuesday, October 11:  11:00 AM - 12:00 PM
  • Room:   Coastal C - Convention Center, Level 2
  • Session Number:   361
...

Session Details

  • Advanced
  • Live Demo
Presenter
Meghan McMullen
Training Manager
RSM US
Track(s)  SuperTrack(s):  Association 
Using your Dynamics 365 F&O (AX) ERP Implementation to Change your Business while Changing your System
  • Tuesday, October 11:  11:00 AM - 12:00 PM
  • Room:   Orange Blossom - Hotel, Emerald Bay, Atrium Level
  • Session Number:   373
...

Session Details

  • Beginner
  • Fast Chat
Presenter
Jessica Vaughn
Sr Principal Consultant
Argano
Presenter
Laura Watson
Senior Project Manager
Connecticut Children's
Presenter
Lindsay Garcia
Director, Strategic Engagements
Argano
Track(s)  SuperTrack(s):  Association 
Tuesday, October 11
2:30 PM - 4:00 PM
Dynamics 365 F&O (AX) Integrations with Logic Apps
  • Tuesday, October 11:  2:30 PM - 4:00 PM
  • Room:   Coastal 3 - Convention Center, Level 2
  • Session Number:   425
...

Session Details

  • Beginner
  • Fast Chat
Presenter
Nathan Clouse
Technical Architect
enVista
Track(s)  SuperTrack(s):  Association 
Regression Suite Automation Tool, what do you mean I need robust Task Recordings?
  • Tuesday, October 11:  2:30 PM - 4:00 PM
  • Room:   Coastal 6 - Convention Center, Level 2
  • Session Number:   341
...

Session Details

  • Advanced
  • Live Demo
Presenter
Mr.  Dave Harris
Functional Architect
Alithya
Presenter
Ms  Katie McGinnis
ERP Security and D365 Azure Administrator
Greenfield Global Inc.
Track(s)  SuperTrack(s):  Association  Handout(s) 
What's New in Dynamics 365 F&O (AX) Supply Chain Management - Wave 2 2022
  • Tuesday, October 11:  2:30 PM - 4:00 PM
  • Room:   Osceola B - Convention Center, Level 2
  • Session Number:   358
...

Session Details

  • Intermediate
  • Live Demo
Presenter
Anne Krupke
Senior Solution Architect
Microsoft
Presenter
Hiren Naik
Senior Solution Architect
Microsoft
Track(s)  SuperTrack(s):  Association  Handout(s) 
Wednesday, October 12
8:00 AM - 9:15 AM
Keynote with Ryan Holiday-Coping with Complexity: The Strategy to Deliver Results in the Face of Obstacles
  • Wednesday, October 12:  8:00 AM - 9:15 AM
  • Room:   Osceola CD - Convention Center, Level 2
  • Session Number:   1032
Complexity can be found in nearly all areas of life, and without looking too hard. If you allow this entanglement to take over, you lose – a lot. Whether you are facing personal or business complexity (and let’s be honest most of us live in a world that has both...

    Session Details

    Presenter
    Ryan Holiday
    Track(s)  Association 
    Wednesday, October 12
    9:30 AM - 10:30 AM
    Attachments behind the scene and tricks to improve them in D365 F&O (AX)
    • Wednesday, October 12:  9:30 AM - 10:30 AM
    • Room:   Coastal 1 - Convention Center, Level 2
    • Session Number:   367
    ...

    Session Details

    • Advanced
    • Live Demo
    Co-Presenter
    Mr.  Albin Lotric
    Senior Technical Consultant
    Docentric
    Co-Presenter
    Mr.  Jovica Zivkovic
    Technical Consultant
    Docentric
    Co-Presenter
    Mr.  Miha Vuk
    D365FO Software Architect and Technical Fellow
    Docentric
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Extending Dynamics 365 F&O (AX) with PowerApps: A Real-World Case for Warehouse Automation
    • Wednesday, October 12:  9:30 AM - 10:30 AM
    • Room:   Osceola B - Convention Center, Level 2
    • Session Number:   410
    ...

    Session Details

    • Intermediate
    • Live Demo
    Presenter
    Bill Spurling
    Software Architect
    Ellipse Solutions
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    The Dynamics 365 F&O (AX) Art of War Room
    • Wednesday, October 12:  9:30 AM - 10:30 AM
    • Room:   Citrus - Convention Center, Level 2
    • Session Number:   403
    ...

    Session Details

    • Beginner
    • Live Demo
    Presenter
    Sarah Hollinger
    F&O Operations Team Manager
    enVista
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Wednesday, October 12
    10:45 AM - 11:45 AM
    A Real World Dynamics 365 F&O (AX) Customer Implementation Journey
    • Wednesday, October 12:  10:45 AM - 11:45 AM
    • Room:   Coastal 4 - Convention Center, Level 2
    • Session Number:   415
    ...

    Session Details

    • Beginner
    • Fast Chat
    Presenter
    Mr.  Dominic Walters
    Data Analyst
    CymSTAR LLC
    Presenter
    Michael Simms
    VP - Digital Advisory
    Columbus Global
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    CANCELED - Integrating Dynamics 365 Finance and Operations (AX) Apps with Other Dynamics Applications
    • Wednesday, October 12:  10:45 AM - 11:45 AM
    • Room:   Coastal 6 - Convention Center, Level 2
    • Session Number:   364
    ...

    Session Details

    • Advanced
    • Live Demo
    Presenter
    Meghan McMullen
    Training Manager
    RSM US
    Track(s)  SuperTrack(s):  Association 
    Customer Case Study – How Merit Brass achieved Dynamis 365 F&O (AX) training success!
    • Wednesday, October 12:  10:45 AM - 11:45 AM
    • Room:   Coastal 10 - Convention Center, Level 2
    • Session Number:   343
    ...

    Session Details

    • Beginner
    • Panel
    Presenter
    Ms  Elif Item
    MCT / CEO
    Item by Item, LLC
    Presenter
    Ender Yilmaz
    Directory of Information Technology
    Merit Brass
    Presenter
    Jason LeDonne
    Corporate Project Manager
    Merit Brass
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Dynamics 365 F&O (AX) Alerts++
    • Wednesday, October 12:  10:45 AM - 11:45 AM
    • Room:   Coastal 1 - Convention Center, Level 2
    • Session Number:   366
    ...

    Session Details

    • Intermediate
    • Live Demo
    Presenter
    Mr.  Miha Vuk
    D365FO Software Architect and Technical Fellow
    Docentric
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    What's new in Warehouse Management for Dynamics 365 F&O (AX) Supply Chain Management
    • Wednesday, October 12:  10:45 AM - 11:45 AM
    • Room:   Coastal A - Convention Center, Level 2
    • Session Number:   347
    ...

    Session Details

    • Beginner
    • Live Demo
    Presenter
    Jonathan Anderson
    Director, Solution Architecture
    Argano
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Who Wants to Be a D365 F&O (AX) Millionaire!?
    • Wednesday, October 12:  10:45 AM - 11:45 AM
    • Room:   Osceola 5 - Convention Center, Level 2
    • Session Number:   1047
    ...

    Session Details

    • Beginner
    • Live Demo
    Presenter
    Mr.  Bobby Small
    BDR
    Ellipse Solutions
    Track(s)  Association 
    Wednesday, October 12
    12:15 PM - 1:15 PM
    Decision Point – Microsoft Dynamics GP, NAV, or AX to D365 F&O or BC | Customer Journeys and Insights
    • Wednesday, October 12:  12:15 PM - 1:15 PM
    • Room:   Coastal A - Convention Center, Level 2
    • Session Number:   1014
    ...

    Session Details

    • Partner Solutions Showcase
    Presenter
    Brian Engel
    enVista
    Presenter
    Gene Bornac
    enVista
    Presenter
    James Cox
    Senior Pre-Sales Solution Architect
    enVista
    Presenter
    Kyle McNerney
    enVista
    Track(s)  Association 
    Transformational ERP -advanced ERP project processing and tools. The most important 36 minutes at Summit.
    • Wednesday, October 12:  12:15 PM - 1:15 PM
    • Room:   Osceola 5 - Convention Center, Level 2
    • Session Number:   1054
    ...

    Session Details

    • Partner Solutions Showcase
    Presenter
    Peter Joeckel
    Partner
    Pelorus Technology
    Track(s)  Association 
    Wednesday, October 12
    2:00 PM - 2:45 PM
    Fantastic Features and Where to Find Them in Dynamics 365 F&O (AX)
    • Wednesday, October 12:  2:00 PM - 2:45 PM
    • Room:   Coastal 6 - Convention Center, Level 2
    • Session Number:   376
    ...

    Session Details

    • Intermediate
    • Live Demo
    Presenter
    Eric Shuss
    Solution Architect
    Armanino
    Presenter
    Geoffrey Bazinett
    Solution Architect
    Armanino
    Presenter
    Mr.  Shaun McMikle
    Senior Manager / Enterprise Solutions Architect
    Armanino LLP
    Track(s)  SuperTrack(s):  Association 
    How Engineering Change Management Can Improve Product Management in Dynamics 365 F&O (AX)
    • Wednesday, October 12:  2:00 PM - 2:45 PM
    • Room:   Coastal 8 - Convention Center, Level 2
    • Session Number:   390
    ...

    Session Details

    • Beginner
    • Live Demo
    Presenter
    Tyler Cannon
    Senior Technical Consultant
    Logan Consulting
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Implementing D365 F&O (AX) for a Corporation With Over 100,000 Revenue-Generating Fixed Assets
    • Wednesday, October 12:  2:00 PM - 2:45 PM
    • Room:   Coastal 10 - Convention Center, Level 2
    • Session Number:   394
    ...

    Session Details

    • Intermediate
    • Live Demo
    Presenter
    Mr.  Jason Wilson CPA
    Functional Solution Architect
    Columbus Global
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Improving Dynamics 365 F&O (AX) F&SCM Workflow Approvals Using PowerApps
    • Wednesday, October 12:  2:00 PM - 2:45 PM
    • Room:   Coastal A - Convention Center, Level 2
    • Session Number:   345
    ...

    Session Details

    • Beginner
    • Live Demo
    Presenter
    Jonathan Anderson
    Director, Solution Architecture
    Argano
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Wednesday, October 12
    3:00 PM - 4:00 PM
    Dynamics 365 F&O (AX) Implementations – Secrets to Lower Costs and Move Faster
    • Wednesday, October 12:  3:00 PM - 4:00 PM
    • Room:   Coastal 6 - Convention Center, Level 2
    • Session Number:   382
    ...

    Session Details

    • Advanced
    • Panel
    Presenter
    Staci Kimmell
    Managing Director
    Crowe LLP
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Field Service that Fits Like a Glove for Dynamics 365 F&O (AX)
    • Wednesday, October 12:  3:00 PM - 4:00 PM
    • Room:   Coastal 7 - Convention Center, Level 2
    • Session Number:   387
    ...

    Session Details

    • Intermediate
    • Live Demo
    Presenter
    Mr.  Arush Kuthiala
    Consultant - D365
    Western Computer
    Presenter
    Ms  Tanya Regna
    Engagement Manager
    Western Computer, Inc.
    Track(s)  SuperTrack(s):  Association 
    Microsoft Dynamics 365 F&O's (AX) Most Valuable Professional Roundtable
    • Wednesday, October 12:  3:00 PM - 4:00 PM
    • Room:   Coastal A - Convention Center, Level 2
    • Session Number:   365
    ...

    Session Details

    • Beginner
    • Panel
    Presenter
    Mr.  Alex Meyer
    Director of Customer Solutions
    Fastpath
    Presenter
    Mr.  Justin Carter
    CTO, Microsoft MVP
    Illumina Technology Solutions
    Presenter
    Kelly Gustafson
    Solution Architect
    Argano
    Presenter
    Nathan Clouse
    Technical Architect
    enVista
    Presenter
    Peter Ramer
    Director, Managed Application Services
    RSM
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Power BI: It's Not Just for Data Nerds
    • Wednesday, October 12:  3:00 PM - 4:00 PM
    • Room:   Lafayette 3 - Convention Center, Mezzanine
    • Session Number:   801
    ...

    Session Details

    • Beginner
    • Live Demo
    Presenter
    Rod O'Connor
    Jack of all trades
    eOne Integrated Business Solutions
    Track(s)  SuperTrack(s):  Association 
    Thursday, October 13
    9:00 AM - 9:45 AM
    Everything You Need to Know to Start Using Power BI with Dynamics 365 Finance and Operations Apps
    • Thursday, October 13:  9:00 AM - 9:45 AM
    • Room:   Suwannee 2 - Convention Center, Mezzanine
    • Session Number:   360
    ...

    Session Details

    • Advanced
    • Live Demo
    Presenter
    Les Morton
    Presenter
    Meghan McMullen
    Training Manager
    RSM US
    Track(s)  SuperTrack(s):  Association 
    Large and Aggressive ERP Deployments – What We Experienced and Learned (the Hard Way) in Dynamics 365 F&O (AX)
    • Thursday, October 13:  9:00 AM - 9:45 AM
    • Room:   Gainesville 2 - Convention Center, Level 2
    • Session Number:   903
    ...

    Session Details

    • Beginner
    • Live Demo
    Presenter
    Charlotte McCormick
    President
    Argano
    Presenter
    David Waxberg
    Vice President of IT
    Axon
    Presenter
    David Dixon
    Sr. Director, Solution Delivery
    Axon
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Life in the Fast Lane: Posted Project Transactions & Adjustments in Dynamics 365 F&O (AX)
    • Thursday, October 13:  9:00 AM - 9:45 AM
    • Room:   Coastal 4 - Convention Center, Level 2
    • Session Number:   437
    ...

    Session Details

    • Intermediate
    • Live Demo
    Presenter
    Judi Irion
    Business Analyst/Project Manager
    Ellipse Solutions, LLC.
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    X++ Development Tips and Tricks Plus Dynamics 365 F&O (AX) Tools!
    • Thursday, October 13:  9:00 AM - 9:45 AM
    • Room:   Coastal C - Convention Center, Level 2
    • Session Number:   427
    ...

    Session Details

    • Intermediate
    • Fast Chat
    Co-Presenter
    Nathan Clouse
    Technical Architect
    enVista
    Co-Presenter
    Peter Ramer
    Director, Managed Application Services
    RSM
    Track(s)  SuperTrack(s):  Association 
    Thursday, October 13
    10:00 AM - 11:00 AM
    How Good Planners Plan Using Dynamics 365 F&O (AX) Master Planning and Production Controls
    • Thursday, October 13:  10:00 AM - 11:00 AM
    • Room:   Coastal 7 - Convention Center, Level 2
    • Session Number:   404
    ...

    Session Details

    • Intermediate
    • Live Demo
    Presenter
    Nigel Cox
    Senior Solution Architect
    enVista
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Not all Updates are Created Equally: Navigating the Microsoft Dynamics 365 F&O (AX) One Version Service Update Process
    • Thursday, October 13:  10:00 AM - 11:00 AM
    • Room:   Coastal 8 - Convention Center, Level 2
    • Session Number:   436
    ...

    Session Details

    • Intermediate
    • Fast Chat
    Presenter
    Tanya C. Todd
    Senior Director, Managed Services
    Argano
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Power Platform To The Rescue! How Fresh Mark And Arbela Teamed Up To Use Power Apps To Address Business Challenges
    • Thursday, October 13:  10:00 AM - 11:00 AM
    • Room:   Coastal C - Convention Center, Level 2
    • Session Number:   904
    ...

    Session Details

    • Beginner
    • Live Demo
    Presenter
    Charlotte McCormick
    President
    Argano
    Presenter
    Dwight Jellison
    Corp Director of Innovation and Process Improvement
    Fresh Mark, Inc.
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Turn Your Team into Subject Matter Experts: Understanding the Microsoft 365 F&O Learning Materials
    • Thursday, October 13:  10:00 AM - 11:00 AM
    • Room:   Sarasota 1 - Convention Center, Level 2
    • Session Number:   418
    ...

    Session Details

    • Beginner
    • Live Demo
    Presenter
    Mr.  Justin Carter
    CTO, Microsoft MVP
    Illumina Technology Solutions
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Your Options for The End of Microsoft’s Mainstream Support for Dynamics 365 F&O (AX)
    • Thursday, October 13:  10:00 AM - 11:00 AM
    • Room:   Coastal A - Convention Center, Level 2
    • Session Number:   408
    ...

    Session Details

    • Beginner
    • Live Demo
    Presenter
    Denis Guryev
    Software Solutions Architect
    Ellipse Solutions
    Presenter
    Gregor Newland
    Regional Director - Business Development
    Ellipse Solutions
    Track(s)  SuperTrack(s):  Association  Handout(s) 
    Thursday, October 13
    11:15 AM - 12:00 PM
    CANCELED - Learn How to Prep for the Dynamics 365 F&O (AX) Exams From and Exam Writer!
    • Thursday, October 13:  11:15 AM - 12:00 PM
    • Room:   Desoto 3 - Convention Center, Mezzanine
    • Session Number:   386
    ...

    Session Details

    • Beginner
    • Fast Chat
    Presenter
    Meghan McMullen
    Training Manager
    RSM US
    Track(s)  SuperTrack(s):  Association 
    Dynamics 365 F&O (AX) Project Management with a Change Management Perspectives
    • Thursday, October 13:  11:15 AM - 12:00 PM
    • Room:   Coastal 3 - Convention Center, Level 2
    • Session Number:   374
    ...

    Session Details

    • Intermediate
    • Live Demo
    Presenter
    Lindsay Garcia
    Director, Strategic Engagements
    Argano
    Presenter
    Ryan Meade
    Chief Alliance Officer
    DynamicWeb North America
    Track(s)  SuperTrack(s):  Association