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Sunday, October 09
10:00 AM - 5:00 PM

Registration Open
  • Room:   Convention Center, Level 2, City Hall Lobby
  • Session Number:   983
  • Sunday, October 09, 10:00 AM - 5:00 PM
  • Track(s) 
Registration is located at the Convention Center, Level 2, City Hall Lobby

Session Details

Sunday, October 09
1:00 PM - 5:00 PM

ACADEMY - Microsoft Power Platform 101 (Part 1)
  • Room:   Emerald 1 - Hotel, Emerald Bay, Lower Level
  • Session Number:   928
  • Sunday, October 09, 1:00 PM - 5:00 PM
  • Track(s) 
--- NOTE: This class is part of the Academy series of classes and requires a separate registration from Summit attendee registration.---- Understand the components of the Power Platform, how it fits together and see (and do) practical examples.  Power Apps, Canvas Apps, Model-driven Apps & Portals: Overview  Understand the components of the Power...
Speaker(s)s
Ms  Belinda Allen

Influencer for Data Driven Decisions
@MsBelindaAllen
Presenter

Heidi Neuhauser

Partner
Reenhanced
Presenter

Session Details

ACADEMY - Microsoft SQL Query Fundamentals (Part 1)
  • Room:   Emerald 3 - Hotel, Emerald Bay, Lower Level
  • Session Number:   931
  • Sunday, October 09, 1:00 PM - 5:00 PM
  • Track(s) 
--- NOTE: This class is part of the Academy series of classes and requires a separate registration from Summit attendee registration.---- Learn the key concepts of Structured Query Language (SQL), and gain a solid working knowledge through the many examples provided, and by active participation in the classroom lessons.   In this 1...
Speaker(s)
Mr.  Kerry Hataley

Owner
Nanook Software, Inc
Presenter

Session Details

Monday, October 10
7:00 AM - 5:30 PM

Registration Open
  • Room:   Convention Center, Level 2, City Hall Lobby
  • Session Number:   984
  • Monday, October 10, 7:00 AM - 5:30 PM
  • Track(s) 
Convention Center, Level 2, City Hall Lobby

Session Details

Monday, October 10
8:00 AM - 12:00 PM

ACADEMY - Half-Day Rundown of Dynamics 365 Customer Engagement (CRM) Apps, Features, & Functions
  • Room:   St George 104 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   937
  • Monday, October 10, 8:00 AM - 12:00 PM
  • Track(s) 
--- NOTE: This class is part of the Academy series of classes and requires a separate registration from Summit attendee registration.---- Fasten your seatbelts -it's going to be a rapid ride through Dynamics 365 including Sales, Customer Care, Marketing, Field Service, Project Operations, Omnichannel, Insights, Power Pages, the latest features, and...
Speaker(s)
Geoff Ables

Managing Partner
C5 Insight
Presenter

Session Details

ACADEMY - Implementing Fixed Assets for Microsoft Business Central / NAV (SMB ERP)
  • Room:   St George 108 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   959
  • Monday, October 10, 8:00 AM - 12:00 PM
  • Track(s) 
--- NOTE: This class is part of the Academy series of classes and requires a separate registration from Summit attendee registration.---- Managing your Fixed Assets in Microsoft Dynamics 365 Business Central / NAV is a somewhat hidden but significantly valuable opportunity for improvement. Ready to take advantage? We’ll show you how...
Speaker(s)
Robb Delprado

Senior Trainer and Consultant
New View Strategies
Presenter

Session Details

ACADEMY - Microsoft Power Apps, Power Automate, and Power BI Integration
  • Room:   St George 102 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   933
  • Monday, October 10, 8:00 AM - 12:00 PM
  • Track(s) 
--- NOTE: This class is part of the Academy series of classes and requires a separate registration from Summit attendee registration.---- What this class will cover: Power Apps & Power Automate Call flow from Power App Send data from flow to Power App Power Apps & Power BI Run Power Apps in context of Power BI Use...
Speaker(s)s
Laura Rogers

Microsoft MVP / CEO at IW Mentor
IW Mentor
Presenter

Session Details

Monday, October 10
8:00 AM - 5:00 PM

ACADEMY - Microsoft SQL Query Fundamentals (Part2)
  • Room:   Emerald 3 - Hotel, Emerald Bay, Lower Level
  • Session Number:   974
  • Monday, October 10, 8:00 AM - 5:00 PM
--- NOTE: This class is part of the Academy series of classes and requires a separate registration from Summit attendee registration.---- Learn the key concepts of Structured Query Language (SQL), and gain a solid working knowledge through the many examples provided, and by active participation in the classroom lessons.   In this 1...
Speaker(s)
Mr.  Kerry Hataley

Owner
Nanook Software, Inc
Presenter

Session Details

ACADEMY - GP Power Tools for Dynamics GP (ERP)
  • Room:   Emerald 8 - Hotel, Emerald Bay, Lower Level
  • Session Number:   945
  • Monday, October 10, 8:00 AM - 5:00 PM
  • Track(s) 
--- NOTE: This class is part of the Academy series of classes and requires a separate registration from Summit attendee registration.---- GP Power Tools from Winthrop Development Consultants is a powerful suite of tools to help you support, administer and customize your Microsoft Dynamics GP system. This workshop will introduce all the...
Speaker(s)
Mr.  David Musgrave MVP, GPUG All Star

Managing Director
Winthrop Development Consultants
Presenter

Session Details

ACADEMY - Management Reporter Beginner to Advanced Financial Reporting for Dynamics
  • Room:   Emerald 6 - Hotel, Emerald Bay, Lower Level
  • Session Number:   1116
  • Monday, October 10, 8:00 AM - 5:00 PM
  • Track(s) 
--- NOTE: This class is part of the Academy series of classes and requires a separate registration from Summit attendee registration.---- This hands-on training class will provide Management Reporter administrators and users the knowledge they need to successfully build and utilize financial statements in Microsoft’s financial reporting and analysis solution. This...
Speaker(s)s

Session Details

ACADEMY - Microsoft Power Platform 101 (Part 2)
  • Room:   Emerald 2 - Hotel, Emerald Bay, Lower Level
  • Session Number:   973
  • Monday, October 10, 8:00 AM - 5:00 PM
--- NOTE: This class is part of the Academy series of classes and requires a separate registration from Summit attendee registration.---- Understand the components of the Power Platform, how it fits together and see (and do) practical examples. Power Apps Canvas Apps, Model-driven Apps & Portals: Overview Solution Management: Best practices When to use...
Speaker(s)s
Ms  Belinda Allen

Influencer for Data Driven Decisions
@MsBelindaAllen
Presenter

Heidi Neuhauser

Partner
Reenhanced
Presenter

Session Details

Public Sector Special Interest Group
  • Room:   Orange Blossom - Hotel, Emerald Bay, Atrium Level
  • Session Number:   958
  • Monday, October 10, 8:00 AM - 5:00 PM
  • Track(s) 
This session is the continuation of the annual Public Sector Special Interest Group meeting at Summit North America. Come join fellow public sector workers who utilize Dynamics and Power Platform. Complete Session Survey Here
Speaker(s)
Thomas Noorkah

Director of Enterprise Financial Systems
City of Columbus
Moderator

Session Details

Monday, October 10
12:15 PM - 12:45 PM

New to Summit for Business Central (NAV) Users
  • Room:   Coastal C - Convention Center, Level 2
  • Session Number:   1052
  • Monday, October 10, 12:15 PM - 12:45 PM
  • Track(s) 
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...
Speaker(s)s
Ms  Jessie Sanger-Picard

Senior IT Manager - Business Central | NAV
Presenter

Kim Dallefeld, MCT, MCP

CEO/Senior Consultant
Dallefeld Consulting
Presenter

Mr.  Steven Chinsky

Manager - Operations & Supply Chain
Wipfli
Presenter

Session Details

New to Summit for Dynamics 365 F&O and CE (AX and CRM) Users
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...
Speaker(s)s
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
Presenter

Session Details

New to Summit for Dynamics GP Users
  • Room:   Coastal 1 - Convention Center, Level 2
  • Session Number:   1053
  • Monday, October 10, 12:15 PM - 12:45 PM
  • Track(s) 
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...
Speaker(s)s
Bob McAdam

VP, Strategic Partnerships
Cavallo (f/k/a SalesPad)
Presenter

Mr.  Brian Lambertz

Business Analyst
Connexus Energy
Presenter

Ms  Jo deRuiter

Director Business Applications
Aisling Dynamics
Presenter

Michelle Kocher

Vice President of Operations
Delta Medical Systems
Presenter

Session Details

Monday, October 10
12:30 PM - 1:30 PM

Lunch (Academy Only)
  • Room:   Emerald 4 - Hotel, Emerald Bay, Lower Level
  • Session Number:   1105
  • Monday, October 10, 12:30 PM - 1:30 PM
Academy only - Boxed lunch & beverages included

Session Details

Monday, October 10
1:00 PM - 1:45 PM

A Crash Course in Liquid for Power Pages
  • Room:   Osceola 6 - Convention Center, Level 2
  • Session Number:   618
  • Monday, October 10, 1:00 PM - 1:45 PM
  • Track(s) 
If you’re going to be working with Power Pages (aka Power Apps Portals), learning Liquid is a must!  Join MVP Nick Hayduk, whose firm Engineered Code helps Microsoft partners all over the world with Power Pages projects, as he introduces the Liquid templating language that lets you customize/extend your site....
Speaker(s)
Nicholas Hayduk

President, Software Engineer
Engineered Code Consulting Inc.
Presenter

Session Details

Ask the Dynamics 365 F&O (AX) Experts: Inventory Costing in Dynamics 365 Supply Chain Management
  • Room:   Osceola A - Convention Center, Level 2
  • Session Number:   353
  • Monday, October 10, 1:00 PM - 1:45 PM
  • Track(s) 
Join your community costing experts for a Q&A panel on all things Inventory Costing in Dynamics 365! In this session we will open up the floor to our audience for questions and scenarios around costing in Dynamics 365. We look forward to a lively discussion. (Additional panelists TBD) Complete Session Survey...
Speaker(s)s
Anne Krupke

Senior Solution Architect
Microsoft
Presenter

Rachel Profitt

Senior FastTrack Solution Architect
Microsoft
Presenter

Session Details

Azure Analytics: Seriously, why so many choices?
  • Room:   Osceola 4 - Convention Center, Level 2
  • Session Number:   697
  • Monday, October 10, 1:00 PM - 1:45 PM
  • Track(s) 
Do you stare at the cereal options at the grocery store wondering what to get? Do you feel the same way when it comes to choosing “the” Microsoft tool to use for your analytics projects? Come to this session to learn options for data movement and integration to employ the...
Speaker(s)s
Ms  Carmel Wynkoop

Partner
Armanino LLP
Presenter

Noah Kluge

Sr Manager, Business Analytics and Automation
Armanino LLP
Presenter

Session Details

Diversity, Equity and Inclusion (DEI) in Microsoft Business Apps
  • Room:   Coastal A - Convention Center, Level 2
  • Session Number:   480
  • Monday, October 10, 1:00 PM - 1:45 PM
  • Track(s) 
Diversity, Equity and Inclusion (DEI) has come to center stage after the summer of 2020, but it may still seem like something only giant companies have to think about. In this session, we will cover what DEI is, why it's so important for every size of organization, and tips to...
Speaker(s)s
Liz McGlennen

Executive Director
TechFluent
Presenter

William McLendon

Solution Architect
Hitachi Solutions America
Presenter

Session Details

Dynamics 365 F&O (AX) Usability Tips and Tricks
  • Room:   Coastal C - Convention Center, Level 2
  • Session Number:   422
  • Monday, October 10, 1:00 PM - 1:45 PM
  • Track(s) 
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...
Speaker(s)s
Ginger Griffith

Solution Consultant
Alithya
Presenter

Traci Didonna

Principal Program Manager
Alithya
Presenter

Session Details

Dynamics GP Reporting Tools: Which is Best for the Job at Hand?
  • Room:   Coastal 2 - Convention Center, Level 2
  • Session Number:   280
  • Monday, October 10, 1:00 PM - 1:45 PM
  • Track(s) 
As with all tools, there is a right choice for the job at hand. Let's discuss which reporting tools are best for which job? We will be discussing ONLY tools that you already own as a Dynamics GP user. Complete Session Survey Here
Speaker(s)
Ms  Jo deRuiter

Director Business Applications
Aisling Dynamics
Presenter

Session Details

Have You Seen This???! Exciting New Features in 2022 Wave 2 for Dynamics 365 CE (CRM)!
  • Room:   Osceola 1 - Convention Center, Level 2
  • Session Number:   639
  • Monday, October 10, 1:00 PM - 1:45 PM
  • Track(s) 
In this session Dian will be speaking on some of the best new features and updates in Dynamics 365 CE. She will discuss updates in Dynamics 365 Sales, Dynamics 365 Customer Service, and Dynamics 365 Field Service, and of course there will be plenty of demos! Complete Session Survey Here
Speaker(s)
Ms  Dian Taylor

D365 CE Presales Director & Microsoft MVP
RSM US LLP
Presenter

Session Details

Light Manufacturing in Business Central
  • Room:   Coastal 3 - Convention Center, Level 2
  • Session Number:   912
  • Monday, October 10, 1:00 PM - 1:45 PM
  • Track(s) 
Assembly orders in D365 Business Central offer a viable alternative (or complement) to the full manufacturing module for a range of companies. Assembly orders have some significant advantages that deserve a serious look. You'll learn how assembly orders work, how they differ from standard Business Central production orders, and when...
Speaker(s)
Mr.  Mark Hamblin

Solution Advisor
Insight Works
Presenter

Session Details

New to NAV/BC? Lets Learn Some Basics
  • Room:   Naples 3 - Convention Center, Level 2
  • Session Number:   739
  • Monday, October 10, 1:00 PM - 1:45 PM
  • Track(s) 
Our company recently purchased a new business 960 miles away from our first 3 locations. Trying to train a new team that has never seen Microsoft Dynamics NAV, appeared to be a challenge but with the aid of Teams meetings, allowing hands on training and an eventual plant visit, we...
Speaker(s)
Mr.  William Wilson

NAV Facilitator/Manager
Park 100 Foods
Presenter

Session Details

Take Daily Tasks from Drab to Fab with Dynamics 365 Business Central and Office 365
  • Room:   Coastal 4 - Convention Center, Level 2
  • Session Number:   779
  • Monday, October 10, 1:00 PM - 1:45 PM
  • Track(s) 
Modernize, automate, and simplify daily workplace tasks by incorporating the seamless integrations between the Office 365 Suite and Dynamics 365 Business Central. This session will walk through how to use the Dynamics 365 Business Central ERP with Outlook, Teams, Word, Excel, OneDrive, and PowerBi. These integrations will take mundane data...
Speaker(s)
Tasha Anspach

Pre-Sales Solution Engineer
KTL Solutions
Presenter

Session Details

Top Business Central Benefits for Distribution
  • Room:   Osceola 5 - Convention Center, Level 2
  • Session Number:   841
  • Monday, October 10, 1:00 PM - 1:45 PM
  • Track(s) 
Learn why Dynamics 365 Business Central is an ideal fit for your distribution business. This session presents real-world case studies demonstrating how organizations just like yours are using Business Central to streamline their operational processes. We'll also provide an overview of the core features Business Central offers for distributors and...
Speaker(s)s
Charlie Savko


Presenter

Tim Crouser

Microsoft ERP Account Manager
Cargas Systems
Presenter

Session Details

Top Skills for the Dynamics 365 CE (CRM) Functional Consultant
  • Room:   Osceola 2 - Convention Center, Level 2
  • Session Number:   644
  • Monday, October 10, 1:00 PM - 1:45 PM
  • Track(s) 
Top tools and tricks for the Dynamics Functional Consultant to make your life easier and deliver a better end product for your users, Based on 7 years of experience delivering projects while occasionally pulling my hair out. Complete Session Survey Here
Speaker(s)
Mallory Lawhorne

Consultant
Microsoft
Presenter

Session Details

Upgrading to BC On Premises: The Nuances You Need to Know About
  • Room:   Naples 2 - Convention Center, Level 2
  • Session Number:   754
  • Monday, October 10, 1:00 PM - 1:45 PM
  • Track(s) 
If you’re on an older, perhaps unsupported, version of NAV or BC and are considering an upgrade to BC on premises, this is the session for you. Even though you aren’t making the move to SaaS, your upgrade process is still going to be different than what you’ve experienced in...
Speaker(s)
Mr.  Mohana Yadav

Technology Specialist
ArcherPoint
Presenter

Session Details

Monday, October 10
2:00 PM - 2:45 PM

Audit Trails in the new D365 Azure Data Lakes environment.
  • Room:   Coastal 2 - Convention Center, Level 2
  • Session Number:   416
  • Monday, October 10, 2:00 PM - 2:45 PM
  • Track(s) 
With the Nov 2022 release of Azure Data Lakes for D365 F&SCM access to audit details, & ad-hoc reporting is evolving. The new ADL means faster & better access to D365 data, but it also means a different path for accessing this info. Join us to learn how you can...
Speaker(s)s
Peter Jennings

AX/D365 Practice Lead insightsoftware
insightsoftware
Presenter

Mr.  Ron Summers

President
Tigunia, LLC
Presenter

Session Details

Behavior Mining: The Missing Gap for Driving User Adoption
  • Room:   Osceola A - Convention Center, Level 2
  • Session Number:   452
  • Monday, October 10, 2:00 PM - 2:45 PM
  • Track(s) 
User adoption has been a challenge for digital workplace projects. But research that started in the 1970's can predict adoption and likelihood to change. Combined with other surveying and behavior analysis techniques, such as Viva Insights, these new metrics can predict adoption issues, proactively plan behavior change strategies, and prioritize...
Speaker(s)
Geoff Ables

Managing Partner
C5 Insight
Presenter

Session Details

Business Central SaaS: The New Model for Today’s SaaS Upgrades
  • Room:   Coastal 7 - Convention Center, Level 2
  • Session Number:   753
  • Monday, October 10, 2:00 PM - 2:45 PM
  • Track(s) 
Just because you’re on BC SaaS doesn’t mean the end to upgrades. With Microsoft’s continuous improvements and two major releases every year, BC SaaS customers need to have a plan in place to ensure you won’t experience disruption when Microsoft pushes out new updates. Attend this session to learn about...
Speaker(s)
Mr.  Mohana Yadav

Technology Specialist
ArcherPoint
Presenter

Session Details

Business Central: Do You Control your Cash or does your Cash Control You?
  • Room:   Coastal 3 - Convention Center, Level 2
  • Session Number:   781
  • Monday, October 10, 2:00 PM - 2:45 PM
  • Track(s) 
Is your company's cash situation a hot mess? This session will help you accurately report and predict cash inflow and outflow as well as hold on to your money longer and collect from customers sooner. Learn how to manage your cash with standard Business Central features! Complete Session Survey Here
Speaker(s)s
Cari Corozza

Consultant and Trainer
New View Strategies
Presenter

Session Details

Deep Dive into Power BI Paginated Reports
  • Room:   Osceola 4 - Convention Center, Level 2
  • Session Number:   581
  • Monday, October 10, 2:00 PM - 2:45 PM
  • Track(s) 
Paginated reports are focused on optimized formatting to fit well on a printed page. Power BI paginated reports are best for scenarios that require a highly formatted, pixel-perfect output optimized for printing or PDF generation. This session is about specifics and good practices creating and distributing Power BI Paginated Reports,...
Speaker(s)
Dr.  Mihail Mateev

CTO / Founder
Soft Project Ltd
Presenter

Session Details

Dynamics 365 CRM Training from the Weeds
  • Room:   Osceola 3 - Convention Center, Level 2
  • Session Number:   707
  • Monday, October 10, 2:00 PM - 2:45 PM
  • Track(s) 
In this session we will discuss the importance of training from the end users prospective. This does not only allow reps to follow easier but also allows for better understanding of what future development would look like. Complete Session Survey Here
Speaker(s)
Mr.  Jaquin Salazar

Sales Trainer
Texas Disposal Systems
Presenter

Session Details

Dynamics 365 F&O (AX) Business Events and the Dataverse (and Data Events, too!)
  • Room:   Coastal 6 - Convention Center, Level 2
  • Session Number:   700
  • Monday, October 10, 2:00 PM - 2:45 PM
  • Track(s) 
This session will focus on how Business Events can be used to enhance F&O using Power Platform products to respond. We will also discuss Data Events (cousin of Business Events), walk through a scenario as well as a demo of the solution. Complete Session Survey Here
Speaker(s)s

Session Details

Dynamics GP Manufacturing: Getting Started
  • Room:   Osceola 5 - Convention Center, Level 2
  • Session Number:   917
  • Monday, October 10, 2:00 PM - 2:45 PM
  • Track(s) 
Dynamics GP offers great functionality for manufacturers.  From a multi-level BOMs and standard cost roll-up to MRP regeneration and make-to-order, thousands of discrete manufacturers find their needs met with out of the box features.  Come get a straightforward overview of a day in the life of the manufacturing module to...
Speaker(s)
Sunny Mattoon, CPIM

Senior Consultant
SBM Consulting, Inc.
Presenter

Session Details

Dynamics GP Shootout
  • Room:   Osceola B - Convention Center, Level 2
  • Session Number:   893
  • Monday, October 10, 2:00 PM - 2:45 PM
  • Track(s) 
3 people compete for the title!  Learn GP tips and tricks in this fun and interactive competition. Complete Session Survey Here
Speaker(s)s
Cindi Todd


Intelllitec Solutions
Presenter

Mr.  David Feenstra

Owner / Principal Consultant
Data Forward Business Solutions
Presenter

Mr.  David Laster

Director | Software Solutions (GP/BC/PBI)
GraVoc
Presenter

Sonia Serlin


Dexpro Dynamics
Presenter

Zubin Gidwani

Founder
Dynamic Budgets
Presenter

Session Details

Electronic Bank Features in Dynamics GP
  • Room:   Coastal 1 - Convention Center, Level 2
  • Session Number:   548
  • Monday, October 10, 2:00 PM - 2:45 PM
  • Track(s) 
Have you been tasked with implementing electronic banking in Dynamics GP or interested in obtaining more information? This session will provide insight into the features and functionality of elements in Dynamics GP designed to reduce and/or eliminate manual banking processes. Complete Session Survey Here
Speaker(s)
Mr.  Anthony Rice

Director
RSM
Presenter

Session Details

How You Can Support the Talent Pipeline
  • Room:   Osceola 2 - Convention Center, Level 2
  • Session Number:   623
  • Monday, October 10, 2:00 PM - 2:45 PM
  • Track(s) 
Monday Pre-conference session: Round table discussion about how to grow and stabilize the talent pipeline for customers and partners. Complete Session Survey Here
Speaker(s)
Britta Rekstad

Executive Director
The Pivot Program
Presenter

Session Details

Introduction to Dataverse Security with Dynamics 365 CRM
  • Room:   Coastal 9 - Convention Center, Level 2
  • Session Number:   659
  • Monday, October 10, 2:00 PM - 2:45 PM
  • Track(s) 
Security is one of the most important components of administering your Dataverse environment. But where to begin? We will discuss the basics of permissions, roles, teams and more. Of course, this will be all topped off with best practices and tips for success! Complete Session Survey Here
Speaker(s)
Ms  Kylie Kiser

Senior Solution Architect
Hitachi Solutions
Presenter

Session Details

Manufacturing in Business Central for Newbies
  • Room:   Coastal 8 - Convention Center, Level 2
  • Session Number:   850
  • Monday, October 10, 2:00 PM - 2:45 PM
  • Track(s) 
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...
Speaker(s)
Mr.  Steven Chinsky

Manager - Operations & Supply Chain
Wipfli
Presenter

Session Details

Options to Connect and Deploy Power BI Reports Using Dynamics 365 CE (CRM) Data
  • Room:   Coastal 10 - Convention Center, Level 2
  • Session Number:   633
  • Monday, October 10, 2:00 PM - 2:45 PM
  • Track(s) 
Explore various options to a) connect and report off of D365 CE data in Power BI and b) display Power BI Reports off of CE data. By understanding the pros and cons of each connection option, one can learn to better utilize there CE data and provide robust reporting for their...
Speaker(s)s
Evan Hopper

Senior Consultant - Data Analytics/BI
RSM US
Presenter

Kate DuVall

Senior Consultant - Data Analytics/BI
RSM US LLP
Presenter

Session Details

Surviving and Thriving in Supply Chain Chaos with Business Central
  • Room:   Coastal 5 - Convention Center, Level 2
  • Session Number:   805
  • Monday, October 10, 2:00 PM - 2:45 PM
  • Track(s) 
Supply chain chaos – the pandemic, tariffs, political issues, war, and natural disasters – persists, along with ever increasing expectations from consumers with evolving buying patterns. You still have options! Lean in with us to explore what you can do to best harness your supply chain today. We’ll highlight current...
Speaker(s)
John Kimball

Demand Planning Consultant
Lanham Associates
Presenter

Session Details

Teams and Dynamics 365 CE (CRM) … Sittin' in a Tree
  • Room:   Osceola 6 - Convention Center, Level 2
  • Session Number:   643
  • Monday, October 10, 2:00 PM - 2:45 PM
  • Track(s) 
Have you experienced the full power of the most recent Dynamics 365CE and Teams integrations? In this session you’ll get a rapid overview of document management integration, and a deeper dive into latest features such as: sharing records with non-CRM licensed users via Teams, making Teams chat available in D365CE,...
Speaker(s)
Malcolm McAuley

Sr. Business Solution Analyst
C5 Insight
Presenter

Session Details

Visual Studio as Semantic Layer - Live Connection, Backup in Azure DevOps, Best Performance
  • Room:   Osceola 1 - Convention Center, Level 2
  • Session Number:   574
  • Monday, October 10, 2:00 PM - 2:45 PM
  • Track(s) 
This presentation will start with a connection between Visual Studio and SQL Server to get some tables, then make a relation between those tables, add some calculated columns and measures in DAX, then deploy the project and make the connection to Power BI as a Live connection, then back up...
Speaker(s)
Mr.  Alberto Alvarado

BI Specialist
Wholesum Family Farms Inc
Presenter

Session Details

Workflow Tricks | Workflow Fun Beyond Simple Approvals in Business Central
  • Room:   Coastal 4 - Convention Center, Level 2
  • Session Number:   838
  • Monday, October 10, 2:00 PM - 2:45 PM
  • Track(s) 
You may think that Business Central’s Workflow function is just an approval tool. Guess what! The base functionality of Business Central now allows you to auto-post approved transactions, monitor for changes in values, and check for completeness – all without customization. Complete Session Survey Here
Speaker(s)s
Mr.  Roland Chi

Marketing Manager
Technology Management Concepts
Presenter

Ms  Ting Ma

Senior Application Consultant
Technology Management Concepts
Presenter

Session Details

Monday, October 10
2:00 PM - 5:30 PM

Tech Medic Desks Open
  • Room:   Convention Center, Level 2
  • Session Number:   1026
  • Monday, October 10, 2:00 PM - 5:30 PM

Session Details

Monday, October 10
2:30 PM - 3:30 PM

Afternoon Break
  • Room:   Osceola CD Foyer - Convention Center, Level 2
  • Session Number:   1106
  • Monday, October 10, 2:30 PM - 3:30 PM
Refreshing Beverage Break

Session Details

Monday, October 10
3:00 PM - 4:00 PM

4 Steps to Smarter Technology Planning
  • Room:   Coastal C - Convention Center, Level 2
  • Session Number:   1059
  • Monday, October 10, 3:00 PM - 4:00 PM
  • Track(s) 
Your company was required to react quickly in order to provide new offerings supported by new processes and adaptable systems. To stay ahead in your industry, your organization continues to change, but are your processes and technology what you need for future success? During the transition to becoming a digital company,...
Speaker(s)

Session Details

5 Tips to Elevate Your Budgeting, Forecasting, and Analysis in Dynamics 365 F&O (AX)
Does your organization dread the annual Budgeting processes? Does it take too much time to update forecasts throughout the year? Do you have the right analysis tools in place to measure performance against strategic goals? Good News – all this can change in as little as One Day! After this session, you...
Speaker(s)

Session Details

Boom! It’s Integrated
  • Room:   Coastal 7 - Convention Center, Level 2
  • Session Number:   994
  • Monday, October 10, 3:00 PM - 4:00 PM
  • Track(s) 
Your people use lots of different software. Those apps have to be connected and integrated. In this session, you will see integration like you have never imagined.  Generate data at the right time between cloud and on-premise apps. Use a REST web services connector to connect everything to it. Integrate it, report on...
Speaker(s)s
Chris Dew

Product Manager
eOne Solutions
Presenter

Martin Olsen

COO & Co-Founder
Presenter

Session Details

Customer Spotlight: Scaling for Growth with Accounts Payable Automation
  • Room:   Coastal 4 - Convention Center, Level 2
  • Session Number:   1019
  • Monday, October 10, 3:00 PM - 4:00 PM
  • Track(s) 
You’ve likely embraced a range of financial technology in your personal life, from banking apps and digital wallets to automatic bill payments.   So why are some organizations still cutting paper checks?  Investments in financial technology, like accounts payable (AP) automation improve worker experiences, process efficiency, and financial performance. But some organizations just...
Speaker(s)
Chris Elmore

Senior Sales Performance Director
AvidXchange
Presenter

Session Details

Discover from Microsoft Dynamics Users Why the Most Complete AP Automation is with Yooz
  • Room:   Coastal 6 - Convention Center, Level 2
  • Session Number:   1000
  • Monday, October 10, 3:00 PM - 4:00 PM
  • Track(s) 
Let us show you how real-life MS Dynamics users, like Vivus, Persolvent, Evolve Media, and Foro Energy, have benefitted from the powerful pairing of complete AP automation with Yooz seamlessly integrated to MS Dynamics GP, AX, Business Central, Finance & Operations, NAV, and SL. Yooz provides Dynamics users the highest level...
Speaker(s)
Jarod Moss

Central Region Head of Sales
Yooz
Presenter

Session Details

emfluence — The #1 Marketing Automation Platform for Power Apps
Looking for a hassle-free yet powerful marketing automation platform for your Power Apps deployments? Join us to learn about emfluence, a real marketing automation solution that’s both easy to integrate and support. Deep enough to leverage data but built on a platform designed with a marketing user in mind, emfluence...
Speaker(s)s
David Cacioppo

President & CEO
emfluence
Presenter

Session Details

ExFlow by SignUp Software – The Magic Behind AP Automation
  • Room:   Osceola 1 - Convention Center, Level 2
  • Session Number:   1058
  • Monday, October 10, 3:00 PM - 4:00 PM
  • Track(s) 
Accounts payable is one of the most resource-intensive administrative processes today. It is also prone to human error. A misplaced invoice or duplicate payment takes both time and effort to resolve. ExFlow is the built-in AP Automation solution for Dynamics 365 for Finance and Operations (AX) and Dynamics 365 Business Central...
Speaker(s)s
Bo Brask

Head of ExFlow NAV at SignUp Software -The most advanced AP Automation solution for Microsoft Dynamics
SignUp Software
Presenter

Per Skoogh

Head of ExFlow F&O at SignUp Software - The most advanced AP Automation solution for Microsoft Dynamics
SignUp Software
Presenter

Session Details

Get Beyond Basic AP Automation: Reimagine the Entire Invoice to Payment Process Using AI
  • Room:   Coastal A - Convention Center, Level 2
  • Session Number:   999
  • Monday, October 10, 3:00 PM - 4:00 PM
  • Track(s) 
Anybody can automate AP approvals. That’s why Medius makes AP autonomous – using intelligent technology to reimagine how invoices move into and through your business via a process that you don’t have to touch and that gets smarter with every step. Autonomous AP is the great differentiator for businesses –...
Speaker(s)
Matt Rhodus

VP of Business Development and Strategic Initiatives
Medius
Presenter

Session Details

How to Leverage Dynamics for a More Agile, Resilient Supply Chain
  • Room:   Coastal 5 - Convention Center, Level 2
  • Session Number:   995
  • Monday, October 10, 3:00 PM - 4:00 PM
  • Track(s) 
Things are moving faster in all aspects of the supply chain, from providing real-time data on product and inventory, to multichannel sales, to digitization across the supply chain. Businesses are becoming smarter via new applications and tools that help improve speed, visibility, and supplier-buyer communication.  So how can Dynamics users keep...
Speaker(s)
Eric Lambiase

Senior Director of Global Channels
TrueCommerce
Presenter

Session Details

New Avenues to Empower Mobile Superworkers
  • Room:   Osceola 4 - Convention Center, Level 2
  • Session Number:   997
  • Monday, October 10, 3:00 PM - 4:00 PM
  • Track(s) 
Companies all over the globe aspire to provide better customer service. The pressure on efficiency, productivity, and customer satisfaction has never been higher. These challenges often affect people in the field. In this session, we uncover new approaches to empower the mobile superworkers. Learn how innovative solutions allow them to...
Speaker(s)
Ivan Stano


Resco.net
Presenter

Session Details

Process Mining and Task Mining in Dynamics 365 F&O (AX) F&SCM: Bring your Processes to a Whole New Level
  • Room:   Coastal 3 - Convention Center, Level 2
  • Session Number:   998
  • Monday, October 10, 3:00 PM - 4:00 PM
  • Track(s) 
In this session you’ll: Find out how to get real info about your processes and how they preform Learn how to collect data about all activities in the system and how it can help you better manage your teams and processes See how you can enhance your process analysis, testing and support with...
Speaker(s)
Sylwia Kepa

Product Manager
XPLUS
Presenter

Session Details

Thriving in Spite of Supply Chain Chaos
With no relief from supply chain chaos, now is the time to get your house in order. See how Lanham’s supply chain solutions can provide critical visibility and support today, and learn about new enhancements to all of our products.     Don’t miss info on Lanham upgrade offers or the demo of...
Speaker(s)s
Bryan Whitney

Managing Partner
Lanham Associates
Presenter

Charlotte Kinney

Product Evangelist and Sr. EDI Specialist
Lanham Associates
Presenter

Dale Lanham

CEO
Lanham Associates
Presenter

Session Details

Unified Experiences for B2C & B2B Leveraging Microsoft Dynamics 365 Commerce – A Panel Discussion
  • Room:   Osceola 3 - Convention Center, Level 2
  • Session Number:   1071
  • Monday, October 10, 3:00 PM - 4:00 PM
  • Track(s) 
Commerce has been a critical driver in shaping the digital transformation for organizations in Retail and CPG.  Today, the change in customer behaviour, the proliferation of sales channels and a volatile supply chain presents unprecedented challenges. At Thinkmax, we have been focused on building resilient, industry specific solutions using Microsoft Dynamics...
Speaker(s)s
Kais Makhlouf

Vice President of Commerce Practice
Thinkmax
Presenter

Session Details

Monday, October 10
4:15 PM - 5:15 PM

#LiveCode - Let's Build an XrmToolBox Tool on the Fly for Dynamics 365 CRM!
  • Room:   Coastal 9 - Convention Center, Level 2
  • Session Number:   553
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
Building tools for XrmToolBox is fun, easy, and rewarding! Ultra-Hands-On: - Basic XrmToolBox framework - Third Party Custom Controls - Dataverse - Imagination We will also use a few new tools from the tools (what??) - using what has already been created in other tools... My question to you: If...
Speaker(s)
Jonas Rapp

Microsoft MVP, Power Platform and Dynamics 365 development nerd
CRMK
Presenter

Session Details

A Guided Meditation on Governance for the Power Platform
  • Room:   Coastal 2 - Convention Center, Level 2
  • Session Number:   683
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
In this session, we will guide Organisations through implementing Governance for the Power Platform, in a calming and informative way. This session will focus on the why and how of implementing Governance, including some information on best practices and the multiple aspects of implementing a solid Governance plan. Expect to...
Speaker(s)
Em D’Arcy (She/They)

Senior Solutions Architect
Hitachi Solutions
Presenter

Session Details

Bridging the Gap: Azure Synapse Over Your Data Lake
  • Room:   Coastal 6 - Convention Center, Level 2
  • Session Number:   370
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
Microsoft’s D365FO Analytics strategy is going all-in on Azure data lake and Azure Synapse. These changes will be imperceptible to some organizations but will offer a deep sea’s worth of opportunity to transform how you use enterprise-wide data. Come to this session to understand the implications to your business and...
Speaker(s)
Noah Kluge

Sr Manager, Business Analytics and Automation
Armanino LLP
Presenter

Session Details

Canvas and Model-driven apps and how to decide which one to use for Dynamics 365 CRM
  • Room:   Osceola 1 - Convention Center, Level 2
  • Session Number:   663
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
When users are creating an app, they offered a choice between creating a Model-driven or Canvas app. In this session, Blake and Sarah will offer some guidance on how to choose the right app for the occasion. They will demonstrate how to use existing tools to help quickly build and...
Speaker(s)s
Mr.  Blake Miller

Senior Solution Consultant
Arctic IT
Presenter

Sarah Jelinek

MVP, MCT, Enterprise Solution Architect
Arctic IT
Presenter

Session Details

Data Repair in Dynamics GP
  • Room:   Coastal 8 - Convention Center, Level 2
  • Session Number:   282
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
Discussion of the various types of needed data repair, best practices on how to perform the data repair and which repair tool is best for which type of repair. We'll also discuss tips and tricks around repairing data and give out links and tools for performing the repairs Complete Session Survey...
Speaker(s)

Session Details

Dataverse and Power Automate - Two Great Tastes that taste Great Together!
  • Room:   Coastal 3 - Convention Center, Level 2
  • Session Number:   568
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
Microsoft Dataverse (the old Common Data Service) lets you securely store and manage data that's used by business applications. Data within Dataverse is stored within a set of tables based in the cloud. Learn how Microsoft Dataverse ties into Power Automate. Create a Flow, see what triggers and actions are...
Speaker(s)
Mr.  David Patrick

Subject Matter Expert
Data Systems Analysts, Inc.
Presenter

Session Details

Dynamics F&O (AX) User Licensing Made Easy
  • Room:   Destin 1 - Convention Center, Level 2
  • Session Number:   350
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
Do you find user licensing in D365FO confusing? Do you second guess the number and type of licenses you need? Are you worried you are over-paying for licenses? In this session we will help you answer all of these and more about user licensing. We will cover the process Microsoft...
Speaker(s)
Mr.  Alex Meyer

Director of Customer Solutions
Fastpath
Presenter

Session Details

Getting Started with Business Central Jobs
  • Room:   Sarasota 3 - Convention Center, Level 2
  • Session Number:   777
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
Jobs in Business Central gives users a lot of capabilities for tracking projects and is included as part of all Business Central environments. During this presentation I will talk about the structure of how jobs are setup in Business Central and how the jobs area can be used in order...
Speaker(s)
Connor McNamara

Business Central Solution Architect
Wipfli LLP
Presenter

Session Details

Getting started with Power BI and Power Query - a Beginner's Guide
  • Room:   Coastal 1 - Convention Center, Level 2
  • Session Number:   533
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
We will highlight the core fundamentals of Power Query and how it can transform your efforts relating to Business Intelligence. Together we will talk about what it is, how it works, and how you can put it to use in your organization. Let's walk through a real use case for...
Speaker(s)
Shawn Dorward MVP

Vice President
sa.global
Presenter

Session Details

Head to Head: Process Vs. Discrete Manufacturing in Dynamics 365 F&O (AX)
  • Room:   Coastal C - Convention Center, Level 2
  • Session Number:   420
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
Did you ever wonder why one would use a formula vs. a BOM? Have you heard that Formulas provide additional capability above and beyond a BOM? This session will demonstrate a head to head comparison of each element highlighting how they are similar and where they are different. This session...
Speaker(s)s
April Waydula

Business Systems Analyst
ChemTreat Inc.
Presenter

Charlene Bussat


Alithya
Presenter

Ginger Griffith

Solution Consultant
Alithya
Presenter

Traci Didonna

Principal Program Manager
Alithya
Presenter

Session Details

How to use the Power Platform to Optimize Your Business with Dynamics 365 F&O (AX)
  • Room:   Osceola B - Convention Center, Level 2
  • Session Number:   363
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
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
Speaker(s)
Meghan McMullen

Training Manager
RSM US
Presenter

Session Details

I'm a New Dynamics 365 CE (CRM) Admin … Now What?
  • Room:   Osceola 6 - Convention Center, Level 2
  • Session Number:   665
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
You were recently asked to be the Dynamics 365 CE Admin. Congratulations! But where to you begin? That's what we'll talk about in this session. We'll cover a roadmap for your first 2 years as the CRM Admin, the top 10 things to learn, and some of the hidden traps...
Speaker(s)
Malcolm McAuley

Sr. Business Solution Analyst
C5 Insight
Presenter

Session Details

Inventory Management & Best Practices in Dynamics GP
  • Room:   Naples 3 - Convention Center, Level 2
  • Session Number:   519
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
Inventory management can be cumbersome, tedious, and difficult at times. Let's change that! We'll explore best practices in GP's inventory module. Find ways to make day-to-day inventory processing easier, how to find inventory, setup options, module linking, and more. Complete Session Survey Here
Speaker(s)
Ms  Aleiha Hanson

ERP Consultant II
Heartland Business Systems
Presenter

Session Details

It's Tool Time! - Learn How to Use Trouble-Shooting Tools in Business Central
  • Room:   Naples 2 - Convention Center, Level 2
  • Session Number:   784
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
Tim “The Tool Man” Taylor may not be very handy at home, but even he will be able to use the troubleshooting tools in the standard user interface of Business Central after this session. Join us as we walk through new and some not-so-new tools that functional users have available...
Speaker(s)s
Cari Corozza

Consultant and Trainer
New View Strategies
Presenter

Cynthia Priebe

Senior Trainer and Consultant
New View Strategies
Presenter

Session Details

Let Macros in Dynamics GP be your Superpower for Repetitive Tasks and Mass Updates
  • Room:   Destin 2 - Convention Center, Level 2
  • Session Number:   279
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
Capture the power of Macros and see how to create and use them. Supercharge friendly neighborhood macros by replicating them with your data to update a multiverse of entities. Avenge Word’s mail merge and its web of confusion! Swing into action with an intermediate knowledge of GP & Excel. Conquer...
Speaker(s)
John Arnold

Senior Software Engineer
US Digital
Presenter

Session Details

Let’s Talk: The Vendor Collaboration Site in Dynamics 365 F&O (AX)
  • Room:   Coastal 7 - Convention Center, Level 2
  • Session Number:   412
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
Join us for an interactive session diving into the Vendor Collaboration Module in Dynamics 365 for Finance and Operations. This functionality is designed to streamline vendor processes, allowing for communication from within Dynamics 365, instead of several back and forth emails with vendors. Complete Session Survey Here
Speaker(s)
Trisha Alverson

Software Solutions Architect
Ellipse Solutions
Presenter

Session Details

Let's Build a Power Platform Animal Shelter Management System
  • Room:   Osceola 2 - Convention Center, Level 2
  • Session Number:   561
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
The power of the power platform and Dataverse: it's easier than ever to implement for "non traditional" markets. We'll step through customizing a basic instance of Dataverse and dynamics to take a small Animal Shelter from pen/paper/a million excel docs to a comfy forever home with the Power Platform. Complete Session...
Speaker(s)
Mallory Lawhorne

Consultant
Microsoft
Presenter

Session Details

Microsoft Dynamics SL
  • Room:   Osceola 3 - Convention Center, Level 2
  • Session Number:   1050
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
Attend this session to hear from Microsoft on the direction of Microsoft Dynamics SL.  As an on-premise solution, it is time to start to think about your journey to the secure cloud.  Learn how maximize your time at the Summit to help enable prepare your move to the cloud.  Understand...
Speaker(s)s
Mr.  Jannik Bausager

Principal Group Program Manager
Microsoft
Presenter

Jeff Suwyn


Presenter

Mike Morton

Vice President, Dynamics 365 BC and SMB Business Apps
Microsoft
Presenter

Session Details

Solve My Diversity Problems: Women and Allies – Better Together
  • Room:   Coastal 10 - Convention Center, Level 2
  • Session Number:   441
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
Did you know that 75% of the talking in most meetings is done by men – regardless of the number of women present? Join this panel discussion to learn how simple shifts can create a safe and welcoming environment for all women in your industry. Hear stories illuminating some common,...
Speaker(s)s
Ms  Azure McFarlane

Lead Power Platform Consultant
Panelist

Britta Rekstad

Executive Director
The Pivot Program
Panelist

Kim Dallefeld, MCT, MCP

CEO/Senior Consultant
Dallefeld Consulting
Panelist

Session Details

Streamline Ad Hoc Business Processes Using Case Management in Dynamics 365 F&O (AX) for Finance and Supply Chain Management
  • Room:   Osceola 4 - Convention Center, Level 2
  • Session Number:   389
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
D365 offers functionality to configure custom, activity-based processes to handle ad-hoc scenarios that cannot be satisfied with other modules. Users can expect to walk away with an understanding of the highly configurable setup of Case Management. Additionally, attendees will develop an understanding of how a business can leverage case functionality....
Speaker(s)
Mr.  Kevin Gallagher

Senior Consultant
Logan Consulting
Presenter

Session Details

The Power of Three: Dynamics 365 CRM Customer Service, Project Operations, & Field Service
  • Room:   Osceola 5 - Convention Center, Level 2
  • Session Number:   660
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
In this session, Microsoft MVP Scott LeFante and John Annunziato will discuss how Customer Service, Field Service and Project Operations, when implemented together, can compliment one another and provide a holistic service view. Scott and John will also discuss when best to utilize each of the three areas and demonstrate...
Speaker(s)s
John Annunziato

Director, Project Operations Lead
RSM US LLP
Presenter

Mr.  Scott LeFante

Director, Field Service Practice Lead
RSM US LLP
Presenter

Session Details

Top 5 Finance Efficiencies to be Gained by Migrating from AX to Dynamics 365 F&O
  • Room:   Osceola A - Convention Center, Level 2
  • Session Number:   393
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
Users will explore 5 of the top efficiency tools that are now available in D365 for the finance team at their organizations. They will see the new functionality that is waiting for their finance team when they make the move from AX 2012 to D365. Complete Session Survey Here
Speaker(s)
Mr.  Jason Wilson CPA

Functional Solution Architect
Columbus Global
Presenter

Session Details

Unlocking the Power of Excel
  • Room:   Sarasota 2 - Convention Center, Level 2
  • Session Number:   733
  • Monday, October 10, 4:15 PM - 5:15 PM
  • Track(s) 
Provide users specific ways to improve their day-to-day work lives by using Excel to its fullest without being an expert. The area we start with is to take a very large data set and show many ways to interpret the data in ways that is easily understandable. It will give...
Speaker(s)
Mr.  Corey Barak

Chief Operating Officer
Solver, Inc.
Presenter

Session Details

Monday, October 10
5:30 PM - 8:30 PM

Welcome Reception

Session Details

Tuesday, October 11
7:00 AM - 5:30 PM

Registration Open
  • Room:   Convention Center, Level 2, City Hall Lobby
  • Session Number:   985
  • Tuesday, October 11, 7:00 AM - 5:30 PM
  • Track(s) 
Convention Center, Level 2, City Hall Lobby

Session Details

Tuesday, October 11
7:01 AM - 8:00 AM

Breakfast
  • Room:   Osceola CD Foyer - Convention Center, Level 2
  • Session Number:   1107
  • Tuesday, October 11, 7:01 AM - 8:00 AM
"Grab-and-Go" Breakfast Buffet - Please take your food into Osceola, to enjoy while you grab the best seat in the house.

Session Details

Tuesday, October 11
8:00 AM - 9:15 AM

Welcome Remarks and Keynote with Jeff Havens - Uncrapify Your Future
Welcome Remarks: Hear about the Dynamic Communities strategy and what the future looks like with the User Group Expert Network. Official Summit Charity #WeStandWithUkraine: Many people in our community have been directly affected by the war in the Ukraine. Let's hear their story. Jeff Haven's Keynote - Uncrapify Your Future: If you’ve...
Speaker(s)
Jeff Havens

Founder
The Jeff Havens Company
Presenter

Session Details

Tuesday, October 11
9:00 AM - 12:00 PM

Tech Medic Desks Open
  • Room:   Convention Center, Level 2
  • Session Number:   1027
  • Tuesday, October 11, 9:00 AM - 12:00 PM

Session Details

Tuesday, October 11
9:40 AM - 10:40 AM

As a Dynamics GP User, Why I Should Stay till Infinity and Beyond!
  • Room:   Osceola 5 - Convention Center, Level 2
  • Session Number:   960
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
This interactive session features a panel of Dynamics GP experts who will share the most popular topics faced by GP users considering the future of their platform Moderated by Dynamics industry expert, Carol Livingston, the panelists, Bob McAdam, Fauwaz Hussain and Mary Miller, will share their experience of customer journeys;...
Speaker(s)s
Bob McAdam

VP, Strategic Partnerships
Cavallo (f/k/a SalesPad)
Moderator

Carol Livingston

President
Dynamics Connections LLC
Panelist

Fauwaz Hussain

Sr. Director, B2B Sales
Nodus | EVO Payments
Panelist

Mary Miller

Director, Marketing & Channel
KwikTag by enChoice
Panelist

Session Details

Automating Brokerage in the Order to Cash Process in Business Central
  • Room:   Osceola A - Convention Center, Level 2
  • Session Number:   804
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Brokerage relationships and accruals can prove extremely complex for businesses to maintain. By building Brokers into Business Central, you can relate them to Vendors and Customer Ship-To's to automate brokerage accruals. Automating this process allows users to generate accrual reports and directly post the reported payments in Business Central.
Speaker(s)s
Samuel St. Claire

Solution Analyst
LIDD Consultants
Presenter

Session Details

Best Practices for Budgeting, Planning and Forecasting Using Excel
  • Room:   Osceola B - Convention Center, Level 2
  • Session Number:   438
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Are you looking to improve your budgeting and forecasting process? Attend our session for tips, tricks and best practices that will help you continue to use Excel while also showing you how to streamline your budgeting and forecasting cycle, capture more meaningful information, and reduce the work required to manage...
Speaker(s)
Mr.  Alan Whitehouse

Chief Software Architect
True Sky Inc.
Presenter

Session Details

Building Automated Flows Using Power Automate and Office Scripts
  • Room:   Coastal 6 - Convention Center, Level 2
  • Session Number:   583
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Power Automate allows to integrate and synchronize all our data analysis and applications in an automated way, with the aim of increasing productivity and business efficiency. It automates processes and tasks in a simple and intuitive way. Power Automate allows to have a functional flow as low-code / no-code-platform Office...
Speaker(s)

Session Details

Building Powerful Low-Code / No-Code Bots through Power Platform
  • Room:   Suwannee 3 - Convention Center, Mezzanine
  • Session Number:   627
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
A deep dive into building interactive bots leveraging Power Virtual Agents , Power Automate and AI technologies, all while using little to no code! Complete Session Survey Here
Speaker(s)
Blake Scarlavai

Principal Consultant
Root16
Presenter

Session Details

Business Rules, Business Process Flows, Calculated & Rollup Fields in Dynamic 365 CRM
  • Room:   Coastal 9 - Convention Center, Level 2
  • Session Number:   1041
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
In this session, we'll cover must know administration configuration: Business Rules, Business Process Flows and Calculated/Rollup fields. We will define when each can and should be used and walk-through examples for how to build them and how your end users will interact with them. At the end of this session,...
Speaker(s)
Ashley Steiner, MVP

Independent Consultant
Presenter

Session Details

Configuring and Using Warehousing in Business Central
  • Room:   Destin 1 - Convention Center, Level 2
  • Session Number:   964
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Business Central isn't a one-size-fits-all solution. Instead, Business Central provides numerous configuration options to enable warehouses and supply chains to manage their specific processes. What is Business Central capable of when it comes to warehouse configurations? Join this session, and we will provide an overview of warehouse configuration options and approaches...
Speaker(s)
Mr.  Mark Hamblin

Solution Advisor
Insight Works
Presenter

Session Details

Create a Fully Synced Automated End-to-End Quote to Cash Cycle using Business Central and Dynamics 365 CRM Sales
  • Room:   Naples 3 - Convention Center, Level 2
  • Session Number:   791
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
In this session, I will cover ways to sync the full sales cycle between engaging a prospect all the way to collecting cash and every piece of the cycle that can be automated using Business Central, D365 Sales (CRM)., or a combination of both. Companies today are looking to accelerate...
Speaker(s)
Ms  Shannon Mullins

Microsoft MVP, CRO, Partner
Accelerynt, Inc.
Presenter

Session Details

Developing in AL with Your Partner for Business Central
  • Room:   Destin 2 - Convention Center, Level 2
  • Session Number:   744
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
You no longer have to rely on your partner to do development. The opportunity for anyone to become a Business Central developer and to reduce costs and timelines has never been greater. If you’re not disciplined about your development processes, though, you may not realize all of the benefits. In...
Speaker(s)
AJ Ansari

COO
DSWi
Presenter

Session Details

Digital Factory is Key to a Sustainable Supply Chain
  • Room:   Suwannee 2 - Convention Center, Mezzanine
  • Session Number:   442
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Whether your focus in on buying, costing, tracking, manufacturing, transforming, kitting, selling, or disposing of inventory we will explore your best practices for setting up your Digital Factory for winning in this challenging season of Supply Chain challenges. Regardless of which ERP system you are using, there are practical considerations...
Speaker(s)
Ms  Sandy Wickman

Senior Business Consultant
LBMC Technology Solutions
Presenter

Session Details

Dynamics 365 Business Central: In-Depth Implementation Best Practices for Partners AND Customers!
  • Room:   Coastal 3 - Convention Center, Level 2
  • Session Number:   729
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
An in-depth look at how to implement BC for both Partners/Implementers and Customers/End users. Let's deep dive into the best order in which to configure BC, how to best ask the right questions and how to best get the data into BC! We'll talk through what's needed to setup the...
Speaker(s)
Ms  Jo deRuiter

Director Business Applications
Aisling Dynamics
Presenter

Session Details

Dynamics 365 CRM Field Service Inspections How To Create and Demonstrate
  • Room:   Desoto 5 - Convention Center, Mezzanine
  • Session Number:   661
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Learn how to create an inspection in Field Service and demonstrate in Field Service Mobile App Complete Session Survey Here
Speaker(s)
Kevin Razavi

Solution Architect, Dynamics 365 Field Service
Ludia Consulting
Presenter

Session Details

Dynamics GP LifeHacks - Tips and Tricks for the End User that will save you time!!
  • Room:   Osceola 4 - Convention Center, Level 2
  • Session Number:   532
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
LifeHacks are designed for the end user to save time and be more efficient. Join me for this session to learn better ways to get the job done and show off your new GP skills back at the office! We will cover everything from navigation through reporting- and we will...
Speaker(s)
Shawn Dorward MVP

Vice President
sa.global
Presenter

Session Details

Dynamics GP Payroll and HR: What You Don't Know
  • Room:   Osceola 6 - Convention Center, Level 2
  • Session Number:   547
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
As you've likely heard by now, from March 2022 onwards, all Microsoft Dynamics GP Payroll customers using Payroll Extensions, Advanced Payroll, Advance HR, and PTO Manager will no longer get them through Microsoft. These products are now officially offered through Integrity Data. We have been working to prepare our customers...
Speaker(s)
Jill Lister


Presenter

Session Details

Everything is a Digital Twin, Enabled by Microsoft Services and Workloads
  • Room:   Coastal 8 - Convention Center, Level 2
  • Session Number:   458
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Following a new principle of EIADT (Everything is a Digital Twin) - in that when we are working on digital transformation the objective is to identify, connect and digitize how we perform our work and accomplish our goals and objectives. This has enabled us to ensure that every aspect of...
Speaker(s)
Mr.  Matt Burback

Solution Architect
Winnebago Industries
Presenter

Session Details

Free is for Me! A 5-Minute Cloud Migration Assessment Tool for Dynamics GP
  • Room:   Tampa 3 - Convention Center, Level 2
  • Session Number:   833
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Unsure about a move from GP to the Cloud? Join us to learn how we’re working with Microsoft to offer a FREE Cloud Migration Assessment Tool, designed to analyze your GP metadata plus ISV solutions in just 5-minutes. This tool determines where you are in your Cloud journey, the requirements...
Speaker(s)
Ms  Kasey Metzger

Product Leader
Enavate
Presenter

Session Details

From the Wizard's Lair, Extreme AL Hacking for Business Central
  • Room:   Naples 1 - Convention Center, Level 2
  • Session Number:   766
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
If Business Central is a safe box, then this is the session where we go outside the box and look at what can be done with Business Central without limits. Erik will showcase several examples of how BC can do things that Microsoft never imagined when they created AL. Complete Session...
Speaker(s)
Mr.  Erik Hougaard

MVP
EFOQUS Canada Inc.
Presenter

Session Details

Great Features in Dynamics 365 CE (CRM) You Might be Missing out on!
  • Room:   Suwannee 1 - Convention Center, Mezzanine
  • Session Number:   654
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Dynamics 365 CE has many many features, but there might be some features that you don't know about because your organization didn't implement them? In this session I am going to uncover some of these 'missed' features of which you might not even be aware they exist! Don't miss out! Complete...
Speaker(s)
Ms  Dian Taylor

D365 CE Presales Director & Microsoft MVP
RSM US LLP
Presenter

Session Details

Growing Organization? Expand Your Chart of Accounts with Dynamics GP!
  • Room:   Naples 2 - Convention Center, Level 2
  • Session Number:   551
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Is your organization growing? Has your Chart of Accounts not kept pace? Join us for an in-depth dive into the capabilities in GP to update and expand your Chart of Accounts, including expansion of existing segments as well as adding additional ones. We will discuss pre-requisites along with steps for...
Speaker(s)
Audra Beers

Managing Consultant
RSM
Presenter

Session Details

How to Achieve Sales and Marketing Alignment with Microsoft Dynamics 365 CRM and Marketing Automation
  • Room:   Escambia - Convention Center, Mezzanine
  • Session Number:   653
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
It's easy to silo marketing and sales teams, but sales and marketing alignment works best when both teams are working with the same information. Whether you use Microsoft Dynamics CE, CRM or Sales, you can leverage your sales data as part of your marketing automation strategy and your marketing data...
Speaker(s)s

Session Details

Increase Productivity Through Office 365 Business Central Integrations
  • Room:   Sarasota 3 - Convention Center, Level 2
  • Session Number:   807
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Tired of switching between Outlook, Teams, Business Central and One Drive? You might be missing out on some features directly integrated in the productivity platforms. Since Microsoft made the leap the cloud infrastructure a few years ago with office 365 and Dynamics Business Central, they’ve released a slew of interesting...
Speaker(s)
Mathieu Galipeau, P.Eng

Managing Director
LIDD Consultants
Presenter

Session Details

Intro to Power BI
  • Room:   Coastal 7 - Convention Center, Level 2
  • Session Number:   569
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
or anyone new to Power BI, we'll cover all the main features and walk-through getting data into the tool (using both the desktop and online versions), creating visualizations, turning them into reports and adding them to dashboards. When we're through we'll have several BI components available to share via the...
Speaker(s)
Mr.  David Patrick

Subject Matter Expert
Data Systems Analysts, Inc.
Presenter

Session Details

Lot Tracking Raw Materials and Finished Goods in NAV/BC
  • Room:   Gainesville 2 - Convention Center, Level 2
  • Session Number:   862
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Recall: Nobody wants to hear this word, but it's a reality. I am going to show you how Park Lot Tracks it's raw materials in NAV all the way from receipt to finished good output. Complete Session Survey Here
Speaker(s)
Mr.  William Wilson

NAV Facilitator/Manager
Park 100 Foods
Presenter

Session Details

Management Reporter in Dynamics GP: Distributing Reports, Linking Spreadsheets, Legacy VS Data Mart
  • Room:   Osceola 3 - Convention Center, Level 2
  • Session Number:   521
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Are you still exporting your Management Reporter reports to Excel or PDF and emailing them out? Do new accounts and budgets not appear on you statements? Do you need to limit parts of your statements to certain users? Does distributing your statements take a lot of time? If so come...
Speaker(s)
John Davis

Director
RSM US LLP
Presenter

Session Details

Managing Multiple Companies: Reducing the Processing Time of Transactions in Business Central
  • Room:   Sarasota 2 - Convention Center, Level 2
  • Session Number:   794
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
The shared service model is becoming more and more common, and our programs need to evolve along with our businesses. Here we’ll discuss how to manage multiple (separate) entities in Business Central without duplicate entry of transactions. Complete Session Survey Here
Speaker(s)
Amanda Mayer

Director of Finance
LIDD Consultants, Inc.
Presenter

Session Details

Marketing Automation Side-by-Side: Dynamics 365 CRM Marketing and ClickDimensions
  • Room:   Desoto 3 - Convention Center, Mezzanine
  • Session Number:   722
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Selecting a marketing automation platform for Dynamics 365 CE? Or considering switching? This is the session for you. There are a number of MAPs available for D365. In this session we discuss and compare many of them, but take a head-to-head look at the two most popular. You'll see demos...
Speaker(s)
Geoff Ables

Managing Partner
C5 Insight
Presenter

Session Details

Microsoft 365: Compliance Manager Overview
  • Room:   Tampa 2 - Convention Center, Level 2
  • Session Number:   462
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
RSM will provide a demo of the Microsoft 365 Compliance Manager. By the end of this session, a Microsoft 365 Administrator will be able to set up a base deployment of the Compliance Manager, set up a compliance framework, and state assigning controls to staff. Complete Session Survey Here
Speaker(s)
Thomas Turner

Director of Microsoft Security & Compliance
RSMUS LLP
Presenter

Session Details

Microsoft Catalyst: Digital Transformation with a Purpose
  • Room:   Lafayette 4 - Convention Center, Mezzanine
  • Session Number:   495
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Is it time to re-envision your business processes? Are you having trouble deciding which Microsoft solutions are right for your business objectives and the future growth of your organization? Learn how Microsoft Catalyst helps both users and partners select the right Microsoft solutions for your situation and the order you...
Speaker(s)s
Ms  Debbie Altham

Senior Director
Sikich
Presenter

Mike Loumeau

Senior Account Executive
Sikich
Presenter

Session Details

Microsoft Dynamics 365 F&SCM (AX\FO) General Session
  • Room:   Osceola CD - Convention Center, Level 2
  • Session Number:   1034
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
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...
Speaker(s)s
Pam Misialek

Community Director
Dynamic Communities
Moderator

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
Presenter

Thomas Wisniewski


Presenter

Session Details

Modernize Your Dynamics ERP: Smooth Migrations from Dynamics GP and NAV to Business Central
  • Room:   Coastal C - Convention Center, Level 2
  • Session Number:   799
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Is your SMB still running a legacy Dynamics ERP solution? Join us to learn about the many benefits of migrating to Business Central, the powerhouse Microsoft cloud ERP solution. It’s easier than you think to migrate to the cloud, your team is guaranteed to be more productive, and there are...
Speaker(s)
Blair Hurlbut

VP ERP Solutions
Catapult
Presenter

Session Details

New Microsoft Dynamics 365 and Teams Integrations
  • Room:   Suwannee 4 - Convention Center, Mezzanine
  • Session Number:   885
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Learn how to get the most out of Dynamics 365 and Teams at your organization. In this session you will learn how to connect and collaborate on records within Dynamics 365 or Microsoft Teams. From Dynamics 365 we will learn how to engage in Teams chat, link records to channels,...
Speaker(s)
Lindsey Gorkowski

Senior Solution Architect
Centric Consulting
Presenter

Session Details

New to GP Navigation Tips and Tricks
  • Room:   Coastal 4 - Convention Center, Level 2
  • Session Number:   690
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Complete Session Survey Here
Speaker(s)
Amber Bell

Founder and Chief Training Officer
Training Dynamo
Presenter

Session Details

Power Apps: Working with Offline Canvas App and Gotchas
  • Room:   Desoto 4 - Convention Center, Mezzanine
  • Session Number:   566
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Creating a quick and low-code PowerApps app that allows users to work offline on mobile device and to sync data to server or cloud when WiFi is available again sounds like a great idea. However, developing such app to support offline capability can be challenging, especially when dealing with limited...
Speaker(s)
Tracy Nguyen

IT Software Development Advisor
Independent
Presenter

Session Details

Power Automate Custom Connectors: Using Advanced Features
  • Room:   Lafayette 1 - Convention Center, Mezzanine
  • Session Number:   587
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Learn how to make custom connectors with field values that depend on other fields, with connector field inputs that are dynamically generated at runtime, with type-sensitive fields that allow advanced validation, and how to use policy templates to stretch Power Automate to meet the unique needs of your API. Learn...
Speaker(s)
Nick Hance

bit.ly/summit22-schedule -- much faster schedule!
Reenhanced
Presenter

Session Details

Power BI Governance Framework: Thinking the Why, When, What, and How
  • Room:   Lafayette 3 - Convention Center, Mezzanine
  • Session Number:   565
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Power BI has come a long way, and organizations have embraced it due to its rich feature-set, ease of report authoring, content distribution and integration with data sources. It is imperative to take a formal approach to manage Power BI deployment, Pro & Premium. The session will involve functional and...
Speaker(s)s
Mr.  Kazim Rajani

Data Solutions Architect
WesCEF
Presenter

Session Details

Printing in Business Central – Killing Trees the Right Way
  • Room:   Coastal A - Convention Center, Level 2
  • Session Number:   879
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
As we all move away from printing as much as we can, it is still a part of business. BC has a number of ways to accomplish this, and we will discuss them all. Complete Session Survey Here
Speaker(s)s
Mr  Alex Olson

Systems Engineer
Tigunia
Presenter

Laura Schmitz

Solutions Consultant Team Lead
Tigunia
Presenter

Session Details

Report Writing 101 - Make your Documents your Own in NAV/BC
  • Room:   Coastal 5 - Convention Center, Level 2
  • Session Number:   788
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Review Tools and Techniques used for report writing along with examples and steps to create and modify report layouts in BC from scratch. This will cover Word, RDLC and the new Excel Layout format available in BC 2022 Wave 1. Complete Session Survey Here
Speaker(s)s
Ms  Brittany Hodges

Consultant
RSM US LLP
Presenter

Mr.  Jeff Landeen

Manager, Technology Consulting - Business Central
RSM US LLP
Presenter

Session Details

Roadmap to Recovery: The Dynamics CRM Customer Engagement Annual Plan
  • Room:   St George 102 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   708
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
No one starts their CRM project without a plan. But most companies fail to create a plan that results in success. In fact, 47% of CRM projects fail 2 or more times before organizations get it right. Initial or annual planning for customer engagement is a unique process. This session...
Speaker(s)
Tricia Desso-Cox

Managing Director
C5 Insight
Presenter

Session Details

Supply Chain Automation Without Complex Customizations in Business Central
  • Room:   Coastal 1 - Convention Center, Level 2
  • Session Number:   834
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Streamline projects and deliver robust supply chain capabilities in 2022 without introducing complex customizations into your ERP implementation. Attend this session for answers on adding value and automation without the headache and additional work of customizations. Join us to learn practical ways to advance your supply chain and bring meaningful...
Speaker(s)s
Shawn Martin

Senior Product Specialist
SPS Commerce
Presenter

Steve Massey

VP of Technology
SPS Commerce
Presenter

Session Details

The Business Central Planning Worksheet: What's it for and How to Use It
  • Room:   Coastal 2 - Convention Center, Level 2
  • Session Number:   854
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Take the guesswork out of determining what purchase or production orders to create.  During this session, we’ll review how to use the Planning Worksheet to create production and purchase orders based on the demand within the system.  We’ll review how to calculate suggestions, make changes, and create orders.  We’ll also...
Speaker(s)
Mr.  Steven Chinsky

Manager - Operations & Supply Chain
Wipfli
Presenter

Session Details

The Power of Project Management in an Implementation (or any other Organization Initiative)
  • Room:   Coastal 10 - Convention Center, Level 2
  • Session Number:   476
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Project management is a powerful role that can set the stage for a successful project. Whether implementing a new software, or simply trying for a new initiative, project management can make or break you. Join us in exploring the "why" of project management. We will explore both the importance and...
Speaker(s)s
Ms  Suzie Moore

Senior Consultant II
FORVIS, LLP
Presenter

Tiffany Bobbitt

Project Manager
FORVIS, LLP
Presenter

Session Details

Top 10 Power Pages Project Pain Points – And How to Solve Them!
  • Room:   Desoto 1 - Convention Center, Mezzanine
  • Session Number:   622
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
If you’ve ever been involved in a Power Pages (aka Power Apps Portals) project, it probably won’t surprise you to know that they come with their own set of unique challenges, especially for first-timers. Join MVP Nick Hayduk, whose firm Engineered Code helps partners all over the world with Power...
Speaker(s)
Nicholas Hayduk

President, Software Engineer
Engineered Code Consulting Inc.
Presenter

Session Details

UI/UX Best Practices for Build Amazing Power Apps
  • Room:   Lafayette 2 - Convention Center, Mezzanine
  • Session Number:   595
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Do you love Power Apps? Are you tired of plain and boring interfaces? Do you want to design beautiful user interfaces? Then you do not want to miss this session. In this session, you will learn about design guidelines and recommendations to build engaging and productive apps that your users...
Speaker(s)
Fausto Capellan Jr

Consultant
PowerApps911
Presenter

Session Details

Upgrading your Power Platform Data Warehouse to the Cloud, Scenarios and Approaches
  • Room:   Lafayette 5 - Convention Center, Mezzanine
  • Session Number:   684
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Many companies today have long had analytical data warehouses in place centers to support decision making in different parts of their business. While data warehouses support some key aspects of decision making, the shift to digital technologies is having a major impact on traditional analytical systems. This session will highlight...
Speaker(s)
Michael Simms

VP - Digital Advisory
Columbus Global
Presenter

Session Details

Using Business Central to Overcome the Supply Chain Crisis
  • Room:   Osceola 1 - Convention Center, Level 2
  • Session Number:   966
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
This session unpacks the value in understanding how Business Central can minimize some of the craziness of todays new world. Understand how transfer orders aid in tracking the visibility of inventory as it travels from one location to another.  Gain perspective on Planning Parameters and how they can be setup...
Speaker(s)
Jenn Claridge

Director of Services
Sabre
Presenter

Session Details

Using Power BI to Discover BAD DATA in Dynamics GP
  • Room:   Osceola 2 - Convention Center, Level 2
  • Session Number:   284
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Ever experience Stuck Batches? Phantom records? Incomplete SOP transactions? Broken Purchase Orders? Duplicate keys? Ease the burden on your GP Administrators and provide more transparency and quicker attention to adverse data situations in some of the most important database tables in Dynamics GP. In this session we demonstrate how and...
Speaker(s)s
Mr.  David Laster

Director | Software Solutions (GP/BC/PBI)
GraVoc
Presenter

Mark Wiley

Senior Solutions Architect
GraVoc
Presenter

Session Details

Using Web Services and Power Query with Business Central
  • Room:   Tampa 1 - Convention Center, Level 2
  • Session Number:   824
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Every business will need to export Business Central data—especially for the purposes of reporting. Web services is one tool within Business Central you can use to export data to other applications, such as Excel and Power BI. In this session, we will walk through the process of pulling data from...
Speaker(s)s
Jack Walther

Senior Developer
Syvantis Technologies, Inc.
Presenter

Janelle Riley

CEO
Syvantis Technologies, Inc.
Presenter

Session Details

Work Smarter not Harder with Unit and Allocation Accounts in Dynamics GP
  • Room:   Gainesville 1 - Convention Center, Level 2
  • Session Number:   509
  • Tuesday, October 11, 9:40 AM - 10:40 AM
  • Track(s) 
Learn the benefits of setting up and using Unit Accounts, Fixed Allocation and Variable Allocations accounts. Review real life scenarios for use, best practices and the impact on financial reporting. Complete Session Survey Here
Speaker(s)
Ms  Tamara DeStefano

Director of Financial Operations
Phigenics LLC
Presenter

Session Details

Tuesday, October 11
9:40 AM - 10:40 PM

Dynamics F&O (AX) and Power Platform Integration Deep Dive
  • Room:   Desoto 2 - Convention Center, Mezzanine
  • Session Number:   616
  • Tuesday, October 11, 9:40 AM - 10:40 PM
  • Track(s) 
In this session, we will discuss how to use the Power Platform integration to Dataverse, including governance, linking environments and how to begin using the integration - even if you are starting from zero. Complete Session Survey Here
Speaker(s)s
Nathan Clouse

Technical Architect
enVista
Presenter

Sukurt Parab

Senior Architect
Hitachi
Presenter

Session Details

Tuesday, October 11
10:30 AM - 11:30 AM

Coffee Break
  • Room:   Osceola CD Foyer - Convention Center, Level 2
  • Session Number:   1108
  • Tuesday, October 11, 10:30 AM - 11:30 AM
Coffee Break

Session Details

Tuesday, October 11
11:00 AM - 12:00 PM

15 Fantastic User Adoption Tips for Dynamics 365 CRM
  • Room:   Escambia - Convention Center, Mezzanine
  • Session Number:   555
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
We will review 15 tips to enhance user adoption at your organization. Tips will include: end user tips, configuration tips and training tips. Tips will include: forming a group of end users/champions, configuring field-level mapping, using calculated & rollup fields, PCF/UI controls, Power Automate, Dynamics 365 App for Outlook, model-driven...
Speaker(s)
Heidi Neuhauser

Partner
Reenhanced
Presenter

Session Details

4 Must-Have Metrics for Every Finance Exec’s AR Dashboard
  • Room:   Osceola 6 - Convention Center, Level 2
  • Session Number:   484
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
A/R executives have to analyze a huge amount of data to get an overview of their receivables performance. The lack of visibility into data at the right time can make it increasingly difficult for executives to safeguard cash flow. An informed dashboard help leaders to overcome this challenge by translating...
Speaker(s)
Juan Prado

Sr. Director, Strategic Partnerships
highradius
Presenter

Session Details

50 Tips in 50 Minutes for Business Central – Finance Edition
  • Room:   Naples 1 - Convention Center, Level 2
  • Session Number:   857
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Bring some quick wins back to your office with the things you learn in this session. There are so many small things you can do to make using Business Central easier. Attend this session to see examples demonstrated live in Business Central in this fast-paced session focusing on finance and...
Speaker(s)s
Cari Corozza

Consultant and Trainer
New View Strategies
Presenter

Cynthia Priebe

Senior Trainer and Consultant
New View Strategies
Presenter

Session Details

An AX Upgrade to D365 F&O is Imminent, Hobart Service’s upgrade journey from Ideation to Day 1
  • Room:   Palm Beach - Hotel, Emerald Bay, Atrium Level
  • Session Number:   411
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Hear an end-user perspective on the preparation process of an AX upgrade to Dynamics 365. During this session, we will explore getting executive approval, following best practices, securing Microsoft funds to offset costs, and more! Complete Session Survey Here
Speaker(s)s
Mr.  Bobby Small

BDR
Ellipse Solutions
Presenter

Gregor Newland

Regional Director - Business Development
Ellipse Solutions
Presenter

Jim Cengia

IT Project Manager
Hobart Service
Presenter

Session Details

Anticipate Production Changes with Fluctuations in Component Supply in NAV/BC
  • Room:   Destin 1 - Convention Center, Level 2
  • Session Number:   797
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Efficiently plan production ahead of schedule when raw material availability is compromised. A timely prepared Production BOM can secure a continued output. This ensures a customer receives their finished product on time. In this session, learn strategies on how to prepare Production BOMs to correspond to supply deviations. Complete Session Survey...
Speaker(s)
Mr.  Michael Dionisi

Senior Solution Analyst
LIDD Consultants
Presenter

Session Details

Are you leaving valuable data behind On-Prem?
  • Room:   St George 106 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   443
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Business Leaders are unknowingly leaving valuable business data On-Prem when moving to SaaS solutions like D365 BC or F&O. Join Najaxa Software's President (and Azure Data Guru), Nate Evenson, as he delivers an informative and fast-paced take on Best Practices and Strategies we are observing with our customers as they...
Speaker(s)
Mr.  Nate Evenson

President
Najaxa Software LLC
Presenter

Session Details

Artificial Intelligence & Machine Learning in Power BI
  • Room:   Suwannee 3 - Convention Center, Mezzanine
  • Session Number:   584
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
AI & ML in Power BI are clicks not code. This session will step thru features added to Dataflows and PowerBI to utilize the ETL built into PowerQuery. The preparation of the data will be demonstrated with Dataflows. The analytics retrieve from this features helps with cleansing and preparation. Called...
Speaker(s)
Mr.  Thomas LeBlanc

Senior Consultant
3Cloud
Presenter

Session Details

Automate Prospect and Leads Engagement with Dynamics 365 CRM Marketing and Sales
  • Room:   Desoto 3 - Convention Center, Mezzanine
  • Session Number:   559
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
For far too many businesses, managing marketing efforts involves multiple platforms and manual data updates between databases. In this session, you’ll learn how we helped an agricultural tech company building locally sourced farming options eliminate manual data entry with web-to-lead forms, track and score their lead’s engagement, and consolidated their...
Speaker(s)
Emily Boiteau

CRM Consultant
Catapult ERP
Presenter

Session Details

Automating AP Invoices with integrating systems and D365 F&O (AX)
  • Room:   Coastal 3 - Convention Center, Level 2
  • Session Number:   346
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
3rd-party AP Automation tools can help your AP team enter and review AP Invoices but what is the best way to get this information into D365? A new feature within D365 aims to solve this problem by reducing the need for AP to work in two systems. AP Automation processes...
Speaker(s)
Jonathan Anderson

Director, Solution Architecture
Argano
Presenter

Session Details

Biggest Mistakes When Implementing Microsoft Asset Management for Dynamics 365 F&O (AX)
  • Room:   Coastal 4 - Convention Center, Level 2
  • Session Number:   433
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
What do you need to be aware of during implementation? How to get the most value out of the module? How long does it take to implement Asset Management? What are the risks when implementing the system wrong?  Complete Session Survey Here
Speaker(s)
Mr.  Thomas Krogh

Senior Asset Management Consultant
Dynaway
Presenter

Session Details

Building the Right Data Model in Dynamics365 CRM for Sales and Marketing Teams
  • Room:   Desoto 5 - Convention Center, Mezzanine
  • Session Number:   651
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
This session will be a conversation between a Marketing Automation expert and a CRM expert, presenting a data model that can work in any organization to align sales and marketing and get tools performing at their best. Complete Session Survey Here
Speaker(s)s
Chuck Ingram

Founder and CEO
CongruentX
Presenter

Ms  Marie Wiese

President
Marketing CoPilot
Presenter

Session Details

Business Central LifeHacks - Tips and Tricks for the End User that Will Save You Time!
  • Room:   Osceola 4 - Convention Center, Level 2
  • Session Number:   734
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
LifeHacks are designed for the end user to save time and be more efficient. Join me for this session to learn better ways to get the job done and show off your new BC skills back at the office! We will cover everything from navigation through reporting- and we will...
Speaker(s)
Shawn Dorward MVP

Vice President
sa.global
Presenter

Session Details

Business Central Multi-Company Reporting with Power BI: How to Create a Single Dataset and Visuals with Data Coming from Different Companies and/or Environments
  • Room:   Sarasota 2 - Convention Center, Level 2
  • Session Number:   871
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Expose data web services, - Add data sources from different companies, - Create the data source,  - Create the visual, - Distribute the reports as a paginated report to non-Power BI licensed Complete Session Survey Here
Speaker(s)
Eleni Mavrommati

Solutions Architect
Think 360 ERP
Presenter

Session Details

Business Central Security Shouldn't be Cloudy, Get Control of Security Today
  • Room:   Sarasota 1 - Convention Center, Level 2
  • Session Number:   763
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Cloud security has its own challenges. Don't let your BC security setup be cloudy. Get clarity on how to set up and manage BC security in the cloud. In this session, we'll cover common security setup issues along with specific recommendations and principles for good BC security. Complete Session Survey Here
Speaker(s)
Mr.  Mark Polino CPA.CITP.CFF, CGMA

Director of Customer Success
Fastpath Solutions, LLC
Presenter

Session Details

CANCELED - Business Central's Built in Reporting Capabilities Canceled
  • Room:   Naples 2 - Convention Center, Level 2
  • Session Number:   737
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
This session provides an understanding of the built in reporting capabilities with Business Central. Attendees will learn about creating financial statements through the use of account schedules and the use of analysis views. This session includes a discussion on dimensions and how they can be leveraged for optimal reporting. Complete Session...
Speaker(s)
Ms  Deb Lashua

Business Applications Training Manager
RSM US LLP
Presenter

Session Details

Change Management - Leadership Techniques, Manage Expectations thru Early Exposure, Deliver Value
  • Room:   Coastal 2 - Convention Center, Level 2
  • Session Number:   469
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Organizational Change Management is critical consideration when investing in your ERP and all throughout your implementation project. This session is designed to share best practices for initiating and embedding key strategies for successfully planning, communicating, and demonstrating the value of change in every phase of the project. Executive sponsors, steering...
Speaker(s)
Juanita Schoen

Sr. Engagement Manager / Customer Executive
Columbus US
Presenter

Session Details

Creating an All-in-One Approval Process with Power BI, Power Apps, Power Automate, and Teams.
  • Room:   Lafayette 4 - Convention Center, Mezzanine
  • Session Number:   571
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Is your company still doing approvals via email, or worse, verbally? This is the session for you! Sam will take you through the steps to create a quick, powerful, and profitable process, all in one place! First, he'll create and modify a Power App based on a dataset. He is...
Speaker(s)
Mr.  Samuel Mostow

Senior Data Analyst
Labelmaster
Presenter

Session Details

Customer Story: A Complete Vision from Dynamics 365 F&O (AX) and Salesforce to Power BI
  • Room:   Coastal 5 - Convention Center, Level 2
  • Session Number:   371
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Gigamon uses D365 Finance & Operations alongside Salesforce to run its business. To gain a complete view of the sales forecast and customer activity, data from both systems is housed together. Through a robust Azure architecture, Gigamon has built powerful analytics and reporting through Power BI. Complete Session Survey Here
Speaker(s)s
Noah Kluge

Sr Manager, Business Analytics and Automation
Armanino LLP
Presenter

Mr.  SK Mohanty

Senior Director IT - Applications, Infrastructure and Network (acting CISO)
Gigamon Inc.
Presenter

Session Details

Data Management in a Changing World with Dynamics 365 F&O (AX)
  • Room:   St George 108 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   902
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
We live in a data driven society and sometimes we take for granted how difficult it can be to manage data during platform and format changes.  Come learn from Joe Spinelle (Director, Engineering & Technology at J.B. Hunt) and Charlotte McCormick/Michael Burt (Argano)  and their experiences as a user/partner past...
Speaker(s)s
Charlotte McCormick

President
Argano
Presenter

Joseph Spinelle

Director, Data Empowerment
J.B. Hunt
Presenter

Mike Burt

Senior Delivery Manager – Data Architecture
Argano
Presenter

Session Details

Diversity in the Workplace: Are You Willing to Make the Investment?
  • Room:   St George 104 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   473
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Diversity in the workplace has been a hot topic for years now and is more prevalent in corporate initiatives than ever before. But are you willing to make the commitment it will take to cultivate candidates so you can achieve your corporate diversity goals? Join this session to discuss the...
Speaker(s)
Tammy Fawcett

COO
ArcherPoint
Presenter

Session Details

Dynamics 365 CRM Field Service Overview
  • Room:   Desoto 4 - Convention Center, Mezzanine
  • Session Number:   978
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
The Dynamics 365 Field Service business application helps organizations deliver onsite service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to set up mobile workers for success when they're onsite with customers fixing issues. During our discussion, we will consider Organizational types, cover Key Capabilities, and Demo...
Speaker(s)
William McLendon

Solution Architect
Hitachi Solutions America
Presenter

Session Details

Dynamics 365 CRM: Insights, Sales, Customer, and Service … Oh My!
  • Room:   Lafayette 1 - Convention Center, Mezzanine
  • Session Number:   640
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Microsoft has released artificial intelligence and reporting apps for the Dynamics 365 CE product suite. These apps (Sales Insights, Customer Insights and Customer Service Insights) bring a wealth of decision-support power to Dynamics 365 users. But they can be overwhelming and challenging to understand. In this session we will explain...
Speaker(s)
Patrick Wright

Senior Solution Architect
C5 Insight
Presenter

Session Details

Dynamics 365 F&O (AX) Multi-Company Consolidations Demystified
  • Room:   Coastal 6 - Convention Center, Level 2
  • Session Number:   417
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Consolidate, Online Multiple Chart of Accounts Elimination Monetary Currency Translation Percentage Ownership Complete Session Survey Here
Speaker(s)
Mr.  James Sonne

Sr Director, Architect
RSM US, LLP
Presenter

Session Details

Dynamics 365 F&O (AX) Process Manufacturing Panel
  • Room:   Coastal 7 - Convention Center, Level 2
  • Session Number:   421
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Join us for an invigorating panel discussion with experts in process manufacturing. We will interview multiple experts and extract key concepts that have impacted their implementations. We will discuss industry trends that are important to their businesses. You will hear everything from "Man, we are sure glad we did that!"...
Speaker(s)s
April Waydula

Business Systems Analyst
ChemTreat Inc.
Panelist

Diane Perry

Enterprise Architect
Alithya
Panelist

Ginger Griffith

Solution Consultant
Alithya
Panelist

Michael Holland

CEO/Co-Founder
Management Advisory Systems, Corporation
Panelist

Traci Didonna

Principal Program Manager
Alithya
Panelist

Session Details

Dynamics 365 F&O (AX): Tips and Tricks to Becoming More Efficient Using Finance and Operations
  • Room:   Coastal 8 - Convention Center, Level 2
  • Session Number:   335
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
The goal of this session is to showcase a few ideas using built-in tools to enable you to become more efficient in using Dynamics 365 Finance and Operation. Regardless of your position and use of Dynamics 365 Finance and Operations, there are several time saving steps that will be shared....
Speaker(s)
Mr.  Rick Doss

Sr. Presales Solution Architect
Hitachi Solutions
Presenter

Session Details

Enhance Workflows with Power Automate
  • Room:   Coastal 1 - Convention Center, Level 2
  • Session Number:   840
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Take your workflow to the next level. While D365BC has some native out-of-box functionality for workflow, some find the workflow approval level too complex to manage. Explore the possibility of extending workflows by using PowerAutomate. Complete Session Survey Here
Speaker(s)s
Cindy Lu

Project Manager
Technology Management Concepts
Presenter

Mr.  Roland Chi

Marketing Manager
Technology Management Concepts
Presenter

Session Details

Help Me Help You: Creating an Effective Client/Partner Relationship
  • Room:   St George 102 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   451
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
The client/partner dance can feel like a perfectly choreographed ballet, or like an awkward middle-school slam dance. In this session I'll share lessons learned from 20+ years and hundreds of client engagements. Like dancing, it comes down to selecting the right partner, and learning how to let each other lead...
Speaker(s)
Tricia Desso-Cox

Managing Director
C5 Insight
Presenter

Session Details

Help! My Project Team Won’t Talk to Each Other!
  • Room:   St George 112 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   486
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
For projects that involve multiple workstreams like sales, accounting, or customer service, it can be difficult to get users to step outside their silos and work together. Our panelists discuss their experiences on cross workstream implementations and provide insight on how to break down silos and build one integrated team. Complete...
Speaker(s)
Adrianne Johnson

Senior Solution Consultant
Arctic IT
Presenter

Session Details

In Case of Fire - Git Commit, Git Push for Business Central
  • Room:   Tampa 3 - Convention Center, Level 2
  • Session Number:   745
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
This is Git. It tracks collaborative work on projects through a beautiful, distributed graph theory tree model. Unfortunately, it’s also incredibly confusing and can get you into some troublesome situations if used incorrectly. In this session we’ll demystify all of those commands, laugh at some Git jokes, and learn why...
Speaker(s)
Mr.  Matt Traxinger

Lead Developer and Developer Quality Advocate
ArcherPoint
Presenter

Session Details

Integrating With Dynamics 365 CRM by Leveraging Azure
  • Room:   Osceola 5 - Convention Center, Level 2
  • Session Number:   717
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
When migrating to the cloud, sometimes on-prem CRM integrations need to be reintegrated/updated for the new environment. This talk will go through the process of hoisting a CRM integration application from on-prem into the Azure cloud - and the host of tips and tricks learned along the way. Complete Session Survey...
Speaker(s)
John Yenter-Briars

Software Engineer
Root16
Presenter

Session Details

Introduction to AI in your Power Platform Environment
  • Room:   Lafayette 2 - Convention Center, Mezzanine
  • Session Number:   576
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Let’s talk about how to get started with infusing AI into your Power Platform environment. We will cover what AI Builder is and how to get started. Then we will do a demo where we build a Forms Processing model from scratch. We can put this model into a Power...
Speaker(s)
Ms  Kylie Kiser

Senior Solution Architect
Hitachi Solutions
Presenter

Session Details

Killing the Spreadsheet: How D365 CE (CRM) and Power BI are Transforming the Construction Industry!
  • Room:   Suwannee 1 - Convention Center, Mezzanine
  • Session Number:   637
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Learn how construction organizations are managing their opportunity pipeline in an intelligent way. By leveraging Power BI and CE this session will explore real-world examples of how construction businesses are: Solving the gap between prospecting and scheduling Creating engaging and intelligent reporting Empowering salespeople to intelligently track opportunities Generating real-time...
Speaker(s)s

Session Details

Managing Power BI Workspaces
  • Room:   Naples 3 - Convention Center, Level 2
  • Session Number:   849
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Understand how to manage & maintain Power BI workspaces & keep your reports up to date using Scheduled Refresh & On-Premise Gateway. Complete Session Survey Here
Speaker(s)
Jason Theophanes

IT Manager
Old Trapper Smoked Products Inc
Presenter

Session Details

Managing Supply Chain in Disruptive Times with Dynamics 365 Business Central
  • Room:   Destin 2 - Convention Center, Level 2
  • Session Number:   802
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Leverage the tools at your disposal in BC to streamline operations, identify and manage problems. There are a number of tools that you can use to identify problems early and keep them under control. Complete Session Survey Here
Speaker(s)
Mr.  Andrew Good

CEO, MCT, DCP
Liberty Grove Software
Presenter

Session Details

Manufacturing 101 for Business Central
  • Room:   Osceola A - Convention Center, Level 2
  • Session Number:   866
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Business Central can be utilized as a powerful tool for all aspects in manufacturing, but can be difficult to understand when first getting started. This session will cover the basics of manufacturing utilizing production orders. Starting with configuring items, to mapping out routings through Work Centers, this session will give...
Speaker(s)
Mr.  Christopher Warren

Director, Information Technology
ivWatch
Presenter

Session Details

Mastering Complex Payroll Taxes with Dynamics 365
  • Room:   St George 114 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   492
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Adherence to tax classification and withholding policies can be challenging for any business, particularly if workers reside or conduct business in different states. Worker classification, wage and hour reporting, varying state and local deadlines… they can all create substantial headaches. During this session, Greenshades will help employers to better understand...
Speaker(s)
Mr.  Rob Bright

Vice President of Sales
Greenshades
Presenter

Session Details

Microsoft Cloud for Healthcare
  • Room:   Citrus - Convention Center, Level 2
  • Session Number:   979
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Listen to Paul Swider, CTO of RealActivity, as he discusses Microsoft Cloud for Healthcare on the first stop on a three-continent tour. Complete Session Survey Here
Speaker(s)
Paul Swider

Chief Philanthropy Officer
RealActivity
Presenter

Session Details

Microsoft Dynamics GP General Session
  • Room:   Osceola CD - Convention Center, Level 2
  • Session Number:   1035
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Join other Microsoft Dynamics GP users at Summit at the GP 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 best customer highlights...
Speaker(s)s
Pam Misialek

Community Director
Dynamic Communities
Moderator

Mr.  Jannik Bausager

Principal Group Program Manager
Microsoft
Presenter

Ms  Jo deRuiter

Director Business Applications
Aisling Dynamics
Presenter

Michelle Kocher

Vice President of Operations
Delta Medical Systems
Presenter

Mike Morton

Vice President, Dynamics 365 BC and SMB Business Apps
Microsoft
Presenter

Terry Heley

Escalation Engineer
Microsoft
Presenter

Zubin Gidwani

Founder
Dynamic Budgets
Presenter

Session Details

Microsoft HoloLens: Use Case for Managing Your Strategic Assets in Dynamics 365 F&O (AX)
  • Room:   Coastal 9 - Convention Center, Level 2
  • Session Number:   336
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
You may have heard of the futuristic all-in-one headset computer, Microsoft HoloLens, you may have even seen one. The novel HoloLens is quickly capturing multiple industries beyond just tech—from manufacturing to healthcare to supply chain to customer service—for its innovation, adaptability, and usability potential. In this session, Chris Segurado, Dynamics...
Speaker(s)
Mr.  Chris Segurado

Senior Consultant
Mazars USA
Presenter

Session Details

Microsoft's Power Platform Industry Accelerators and Industry Clouds
  • Room:   Lafayette 3 - Convention Center, Mezzanine
  • Session Number:   631
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Learn all about the different accelerator solutions Microsoft has built, such as Nonprofit, Healthcare, and Education and what they mean for solution developers. Complete Session Survey Here
Speaker(s)
Sheila Shahpari

Founder/CEO
Paritta Group Inc.
Presenter

Session Details

My Jobs Are Profitable; Why Does My Income Statement Show a Loss in Business Central?
  • Room:   Gainesville 1 - Convention Center, Level 2
  • Session Number:   773
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
You are using Jobs in Business Central. Are your Jobs profitable? Does your income statement properly reflect the profit you’ve earned from those Jobs? Join me as we look at how setting up Job Posting Groups properly really can impact your bottom line. Complete Session Survey Here
Speaker(s)

Session Details

Power BI Dataset Tuning
  • Room:   Lafayette 5 - Convention Center, Mezzanine
  • Session Number:   577
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Most Power BI reports rely on a small dataset. And due to a lighting fast data engine most data model mistakes are shadowed by the speed of the service. When the dataset gets bigger then better data modeling practices are required. The trick here is Power BI data engine is...
Speaker(s)
Armando Lacerda

Cloud Data Platform Architect
MC Tech
Presenter

Session Details

Reconcile your Inventory! You can do it! - Part 1 - Setup Considerations for NAV/BC
  • Room:   Gainesville 2 - Convention Center, Level 2
  • Session Number:   723
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Learn the best setups that will help you with your monthly inventory to general ledger reconciliation. Let's review why should you not use the setups in Cronus. Posting setups are integral in your reconciliation, learn why some setups should be avoided. Controlling dates and processes have an impact throughout your...
Speaker(s)
Kim Dallefeld, MCT, MCP

CEO/Senior Consultant
Dallefeld Consulting
Presenter

Session Details

Roundtable: Improving IRS-1099 Functionality in Business Central
  • Room:   Tampa 1 - Convention Center, Level 2
  • Session Number:   1048
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Preparation of the IRS 1099 Form is a requirement by IRS and processing it is very important for users. This form is also subject to changes almost every year. This is the reason we would like to get more feedback from you on how we can make it easier and...
Speaker(s)
Aleksandar Totovic

Program Manager
Microsoft
Presenter

Session Details

Single Source of Truth - Using Power BI Dataflows to Optimize Organizational Reporting
  • Room:   Suwannee 2 - Convention Center, Mezzanine
  • Session Number:   573
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Dataflows are a potent aspect of the Power BI platform that, if used correctly, can facilitate consistent and accurate reporting across the entire organization, and at all levels of granularity. From how to create a dataflow to how to store, grant access, and make them discoverable across the org, this...
Speaker(s)
Mr.  Michael Oliva

Principal Consultant
DataRunway
Presenter

Session Details

Snail Mail, Turbocharged - A Power Platform and Dynamics 365 CRM Case Study
  • Room:   Desoto 1 - Convention Center, Mezzanine
  • Session Number:   977
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
This session showcases a real life customer use case of moving from a highly manual centralized mailing solution to a user enabled digital delivery solution. The focus of this case study is to understand how Fusion Development Teams (low code + custom code) can co-develop solutions utilizing the Power Platform...
Speaker(s)s

Session Details

Start using Regression Suite Automation Tool (RSAT) for Dynamics 365 F&O (AX) in your Organization Today!
  • Room:   Coastal C - Convention Center, Level 2
  • Session Number:   361
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
The Regression Suite Automation Tool (RSAT) reduces the amount of time for user acceptance testing for your Dynamics 365 Finance and Operations implementation. In this session, you will learn from RSM, a Microsoft gold partner that has worked very closely with Microsoft to develop and improve the RSAT tool. We...
Speaker(s)
Meghan McMullen

Training Manager
RSM US
Presenter

Session Details

The Business-User's Learning Guide for Power Automate and Expressions for Makers
  • Room:   Osceola 2 - Convention Center, Level 2
  • Session Number:   579
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Microsoft's Power Platform streamlines the problem-solving process by putting the right tools in the hands of the people facing the issues. But the open and modular style requires a new aspect of learning where the focus is on the "pieces" rather than the "final product". Join Business Applications MVP, Ed...
Speaker(s)
Ed Gonzales

Manager, Technology Consulting
EY
Presenter

Session Details

Throw Out the Trash and Improve System Performance for Dynamics 365 F&O (AX)
  • Room:   Coastal 10 - Convention Center, Level 2
  • Session Number:   369
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
D365 FO is a complex system with a lot of moving parts. It can get bogged down and start to run slowly if not properly maintained. There are many options within the system to clean up unnecessary data and improve performance. In this session we review all the options to...
Speaker(s)
Ms  Laura Jacobowitz

Development/Technical Manager
Axtegrity Consulting
Presenter

Session Details

Top 10 Dynamics 365 F&O (AX) Security Gotchas - Don't be a Gotcha!
  • Room:   Osceola 3 - Convention Center, Level 2
  • Session Number:   348
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
In this session, we will review the most common security-related mistakes, aka Gotchas, companies make when upgrading or implementing Dynamics 365 F&O. Sometimes these mistakes aren't intentional, other times they occur due to lack of security model or partner knowledge. From who owns security, to who should implement and maintain...
Speaker(s)s

Session Details

Transforming your Field Service Organization: Monetization and Servitization with Dynamics 365 CRM Field Service
  • Room:   Desoto 2 - Convention Center, Mezzanine
  • Session Number:   710
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Organizations typically see "support" as a cost center and the cost of doing business. Is your field service organization solely focused on the traditional break-fix and preventative maintenance models? What if you could turn your field service organization into a profit center? Learn how to use field service, including Remote...
Speaker(s)
Mr.  Scott LeFante

Director, Field Service Practice Lead
RSM US LLP
Presenter

Session Details

Understanding Sales Taxes in Business Central
  • Room:   Sarasota 3 - Convention Center, Level 2
  • Session Number:   757
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Sales tax requirements are constantly changing. During this session, we will review the need for vigilance regarding sales tax, what is happening around the country, and how to set up and use Business Central to capture sales tax information and streamline reporting. Complete Session Survey Here
Speaker(s)
Dave Wiser

President & Lead Consultant
Dynamics Northwest
Presenter

Session Details

Upgrade Tricks and Treats: Learn to Make Upgrades Easier in Business Central
  • Room:   Osceola 1 - Convention Center, Level 2
  • Session Number:   768
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Learn about and see all the powerful tools that optimize the performance of upgrading. You'll see how to use SQL server to move data from C/AL to AL, discover tools for moving custom field data from C/AL to AL, and learn how to save time when upgrading Dynamics NAV to...
Speaker(s)
Mr.  Saurav Dhyani MVP, MCT

Technical Futurist
ArcherPoint Inc
Presenter

Session Details

Using Power Apps, Teams, and Dynamics 365 F&O (AX) Finance and Supply Chain Together
  • Room:   Osceola B - Convention Center, Level 2
  • Session Number:   340
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
You are probably using Microsoft Teams in your organization and you are using Dynamics 365, but are you using Power Apps? In this session, we will look at how you can quickly build Power Apps to meet specific business requirements that expand on Dynamics 365. We will then connect Power...
Speaker(s)
Dan Edwards CPA

Managing Director
Crowe LLP
Presenter

Session Details

Using your Dynamics 365 F&O (AX) ERP Implementation to Change your Business while Changing your System
  • Room:   Orange Blossom - Hotel, Emerald Bay, Atrium Level
  • Session Number:   373
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Is your ERP upgrade a shift in systems or a shift in business strategy? Why not both? Which should be the driver? Come learn about best practices, and how other customers such as Morris Group, Inc. are using their implementation to give themselves a leg up against the competition by...
Speaker(s)s
Jessica Vaughn

Sr Principal Consultant
Argano
Presenter

Laura Watson

Senior Project Manager
Connecticut Children's
Presenter

Lindsay Garcia

Director, Strategic Engagements
Argano
Presenter

Session Details

What is Azure Data Lake Export 101
  • Room:   Coastal A - Convention Center, Level 2
  • Session Number:   836
  • Tuesday, October 11, 11:00 AM - 12:00 PM
  • Track(s) 
Do you get anxious when thinking of moving apps to the cloud? Are you uncertain of how to approach a cloud discussion with leaders of your org? As customers move business apps to the cloud, it becomes important for financial leaders & staff to understand the tech pros & cons...
Speaker(s)
Chris Weaver


Presenter

Session Details

Tuesday, October 11
12:00 PM - 12:30 PM

Lunch
  • Room:   Osceola CD Foyer - Convention Center, Level 2
  • Session Number:   1109
  • Tuesday, October 11, 12:00 PM - 12:30 PM
"Grab-and-Go" Buffet Lunch - Please take your food to the PSS session of your choice.

Session Details

Tuesday, October 11
12:30 PM - 1:30 PM

5 Key KPIs for AP Professionals
  • Room:   Coastal 6 - Convention Center, Level 2
  • Session Number:   1001
  • Tuesday, October 11, 12:30 PM - 1:30 PM
  • Track(s) 
Accounts Payable teams know data is power — when harnessed within Dynamics to inform better decision-making. Data-driven growth starts with identifying the right key performance indicators (KPIs) for your business — but which ones are at the forefront of AP leaders’ strategies? Join PairSoft as we've compiled industry benchmarks...
Speaker(s)
Tammy Bower

Sr. Solutions Consultant
PairSoft
Presenter

Session Details

A Fresh Look at Projects and Organized Labor with SIS Construct 365 for AEC Contractors
  • Room:   Coastal 8 - Convention Center, Level 2
  • Session Number:   1008
  • Tuesday, October 11, 12:30 PM - 1:30 PM
  • Track(s) 
Everyday activities in projects such as budgeting, subcontracts, billing, forecasting, labor management, or getting a 360-degree view of real-time project operations and financials can be burdensome. SIS Construct 365, built on Dynamics 365 FO, can accelerate efficiencies, visibility, and overall production on complex projects. Come join us for a project packed session...
Speaker(s)
Rick Crowley

Director, Solutions Engineer
SIS
Presenter

Session Details

Complimenting your ERP with Greenshades Payroll and HR Software
  • Room:   Osceola B - Convention Center, Level 2
  • Session Number:   1042
  • Tuesday, October 11, 12:30 PM - 1:30 PM
  • Track(s) 
Today’s enterprise software is becoming more robust, capable, and more user-friendly than ever before.  However, when it comes to Payroll and HR functions, you’ll likely find that a more flexible, configurable and nuanced solution would better meet your business needs and the demands of today’s changing operational and legislative landscape. ...
Speaker(s)

Session Details

Digital Transformation in Dynamics 365 Starts with Your Documents
  • Room:   Osceola 2 - Convention Center, Level 2
  • Session Number:   1038
  • Tuesday, October 11, 12:30 PM - 1:30 PM
  • Track(s) 
The story of an industrial distributor who digitally transformed their document management and business processes in Dynamics without the use of SSRS or burdening their IT department. Complete Session Survey Here
Speaker(s)s
Jeff Goffinet

North America Partner Sales Director
Formpipe
Presenter

Session Details

Dynamics 365 Finance and Supply Chain Management: Build a Perfect Synergy Around Your Business Processes, Test Automation, and Security Roles Setup
  • Room:   Coastal 10 - Convention Center, Level 2
  • Session Number:   1002
  • Tuesday, October 11, 12:30 PM - 1:30 PM
  • Track(s) 
In this session you will learn how to test your Dynamics 365 FSCM to fit in one version pace. Additionally, when you complete the full test coverage for your Dynamics instance you can benefit by creating security duty and roles out of these test cases. Complete Session Survey Here
Speaker(s)s
Bartosz Szpiech

Product Line Manager
XPLUS
Presenter

Rafał Nojszewski

Key Account Manager
XPLUS
Presenter

Session Details

Dynamics 365 in the Cloud is Ready and It's Time to Move
  • Room:   Coastal 2 - Convention Center, Level 2
  • Session Number:   1004
  • Tuesday, October 11, 12:30 PM - 1:30 PM
  • Track(s) 
Dynamics 365 Finance and Supply Chain has matured significantly and this session will showcase several customers that have made the move. Columbus Global has been a leading partner since the days of Concorde XAL and Axapta with customers on every release and version since. Our customer's journeys from various versions...
Speaker(s)
David Vitak

Senior Solution Architect
Columbus Global
Presenter

Session Details

Enhance Accounting Resilience and Agility with BlackLine for Microsoft ERP
  • Room:   Osceola 6 - Convention Center, Level 2
  • Session Number:   1021
  • Tuesday, October 11, 12:30 PM - 1:30 PM
  • Track(s) 
Whether it’s changing market dynamics, shifting priorities, or rising labors costs, Finance and Accounting (F&A) teams are being asked to do more – but with little to no additional resources. Best-in-class companies run Microsoft ERP and use BlackLine to streamline and automate critical accounting processes. BlackLine’s cloud platform enables accounting...
Speaker(s)
Ali Steinman

Senior Manager of Solutions Marketing
Blackline
Presenter

Session Details

Feels Like Paradise: Electronic Data Interchange (EDI) Supply Chain Automation Across Channels with SPS Commerce
  • Room:   Osceola 3 - Convention Center, Level 2
  • Session Number:   1009
  • Tuesday, October 11, 12:30 PM - 1:30 PM
  • Track(s) 
Managing your own EDI environment is often inefficient, error-prone and costly. SPS Commerce brings the people, process and technology you need to efficiently automate your EDI, ecommerce and marketplace business processes in an omnichannel market. Hear from our supply chain experts about how SPS provides scalability with flexibility. Sounds like...
Speaker(s)s
Brian Lynch

Senior Dynamics Solution Specialist
SPS Commerce
Presenter

Chrissy Mathison

VP of Sales and Business Development
SPS Commerce
Presenter

Session Details

How Acensus Unlocked a New Mindset for Dynamics Test Automation with Leapwork
  • Room:   Coastal 4 - Convention Center, Level 2
  • Session Number:   1006
  • Tuesday, October 11, 12:30 PM - 1:30 PM
  • Track(s) 
Join Dan Madden, Ascensus Director of CRM, and members of the CRM Team at Ascensus for a candid look into their automated testing strategy in Dynamics to deploy faster, easier, scalable test automation. Sune Engsig, Leapwork's Chief Evangelist will show you exactly what it took to achieve these results using Leapwork...
Speaker(s)s

Session Details

How to Securely Automate Online Orders and Payments to Your ERP
  • Room:   Coastal A - Convention Center, Level 2
  • Session Number:   1005
  • Tuesday, October 11, 12:30 PM - 1:30 PM
  • Track(s) 
The Future of B2B and D2C commerce is automated and online. B2B and D2C customers are now expecting the same buying experience whether they’re shopping for work or themselves. It's becoming more and more difficult to meet customers' expectations while staying one step ahead of the competition. To maintain their...
Speaker(s)s
Mr.  Patrick Fusarini

Technical Sales Advisor
k-ecommerce
Presenter

Rob Cook

Business Development Manager
k-ecommerce
Presenter

Session Details

Hype-Grade – Upgrade/Migration of Dynamics GP to Dynamics 365 BC
  • Room:   Coastal 9 - Convention Center, Level 2
  • Session Number:   1074
  • Tuesday, October 11, 12:30 PM - 1:30 PM
  • Track(s) 
History and clarification of Microsoft Dynamics- Great Plains (Dynamics GP), Solomon, Axapta, Navision and now Dynamics 365 Platform. In 3 minutes or less, why you need a modern platform like Microsoft Dynamics 365 Business Central.  How does Dynamics 365 Business Central compare to Dynamics GP. What is a hype grade its not and...
Speaker(s)

Session Details

Integrated Business Planning; Building a Resilient Supply Chain using Demand Driven Methods
  • Room:   Coastal 3 - Convention Center, Level 2
  • Session Number:   1060
  • Tuesday, October 11, 12:30 PM - 1:30 PM
  • Track(s) 
 Did you know that according to the US federal reserve, inventory turnover rates of manufacturers are the same today as they were 25 years ago despite the billions of $ invested in supply chain systems? It’s time to challenge the status quo. Join us for this presentation and discover how...
Speaker(s)
Victor Hart

Senior Account Executive
Demand Driven Technologies
Presenter

Session Details

Making Dynamics GP Work Simpler & Easier®
Looking to get the most out of your Dynamics GP? Do you have deadbeats hogging GP licenses? Do you want to reduce your transaction lookup speed in GP from 17 seconds to 2 seconds? Do you want to track data changes in GP, including at the SQL level? Are your...
Speaker(s)
Alicia Weigel


Rockton Software
Presenter

Session Details

Management Reporter Alternative: Excel and ActivReporter
  • Room:   Coastal 1 - Convention Center, Level 2
  • Session Number:   1003
  • Tuesday, October 11, 12:30 PM - 1:30 PM
  • Track(s) 
Are you an Excel enthusiast? Are you frustrated using Management Reporter and then exporting to Excel for the final presentation? ActivReporter eliminates your frustrations! ActivReporter provides add-in Excel functions to extract data from GP general ledger and place amounts, descriptions, and dates directly in a spreadsheet. For any number on...
Speaker(s)
Marvin Crossnoe


AccountingWare
Presenter

Session Details

MetaViewer + Microsoft Dynamics 365FO: Solving your paper-based problems with automation
  • Room:   Coastal 5 - Convention Center, Level 2
  • Session Number:   1061
  • Tuesday, October 11, 12:30 PM - 1:30 PM
  • Track(s) 
MetaViewer AP Automation for Microsoft Dynamics 365FO offers paperless automation, compelling ROI, full visibility, and functionality well beyond automated AP. In this session we’ll discuss the benefits of integrating your Microsoft Dynamics 365FO solution with MetaViewer in order to take advantage of functionality like:       Intelligent Capture       Intelligent Workflow       Process Visibility       Enterprise-Wide...
Speaker(s)
Doug Bertram

Regional Sales Manager
Presenter

Session Details

Our journey and power behind The Portal Connector
  • Room:   Tampa 3 - Convention Center, Level 2
  • Session Number:   1081
  • Tuesday, October 11, 12:30 PM - 1:30 PM
  • Track(s) 
Join us to learn where The Portal Connector came from and what powers it from within, we will conclude our session with an interactive Q&A game to test your knowledge with Giveaways!
Speaker(s)s

Session Details

Rapid Dynamics 365 Migration: It’s not a Myth…it’s a Methodology!
ATTENTION ALL LEGACY DYNAMICS USERS, this is your session! Dynamics 365 provides a secure, cost-effective cloud-based solution, but you must successfully deploy it to reap the benefits & value. Our panel will demystify the risk, time & disruption of a cloud migration. With the right partner, plan and methodology, your team...
Speaker(s)s
Chad Sogge

EVP - Enavate Partner Services
Enavate
Presenter

Chris Lavelle

Vice President, Strategy
Enavate
Presenter

Jennifer Ranz

Product POD Leader
Enavate
Presenter

Kevin Armstrong

Global Enterprise Strategy Leader
Enavate
Presenter

Session Details

Sick of wasting time on inefficiencies - these 4 ISVs can help you with tracking, reporting, cutting costs, & shipping.
We’re always looking for ways to improve business systems and processes. Join these 4 ISV Society members as they help GP and BC customers with:  Tracking containers, managing chargebacks from your retail customers, and a customer invoice portal. These are the 3 c’s Blue Moon will cover.  Making budgeting, forecasting, and reporting...
Speaker(s)s

Session Details

Side-By-Side: Dynamics 365 Finance vs. Best-of-Breed AP Automation Solution
  • Room:   Osceola 1 - Convention Center, Level 2
  • Session Number:   1022
  • Tuesday, October 11, 12:30 PM - 1:30 PM
  • Track(s) 
Microsoft D365 Finance offers a few useful features for vendor invoice automation, and some D365 users, or organizations, are considering this as an option. Users can learn the basics of AP automation with these standard features. However, it does not have all of the necessary ingredients to give the organization...
Speaker(s)
Anna Tujunen

CPO
Dooap
Presenter

Session Details

Solving the Hidden Complexities of Sales and Use Tax with ONESOURCE
  • Room:   Osceola 4 - Convention Center, Level 2
  • Session Number:   1082
  • Tuesday, October 11, 12:30 PM - 1:30 PM
  • Track(s) 
Sales and Use tax management is a complex area where companies can BOTH get it wrong and pay too much – and also pay too little which could lead to legal issues and costly penalties. For example, how is it that a donut can be taxable, but a dozen donuts is non...
Speaker(s)s

Session Details

Talent Acquisition through D365 F&O/HR with FourVision & iCIMS
  • Room:   Tampa 2 - Convention Center, Level 2
  • Session Number:   1073
  • Tuesday, October 11, 12:30 PM - 1:30 PM
  • Track(s) 
Learn how to attract, engage, hire and advance talent with the iCIMS talent cloud, all in combination with Fourvision's seamless integration with Dynamics 365.
Speaker(s)s

Session Details

Think You Have the Answers? Join Argano for a Round of “Jeopardy!”
  • Room:   Osceola 5 - Convention Center, Level 2
  • Session Number:   1072
  • Tuesday, October 11, 12:30 PM - 1:30 PM
  • Track(s) 
Connect with Argano 4 Microsofts MVPs, MCTs and Certified Fasttrack Solution Architects in a fun-filled session that will feature President Charlotte Mccormick taking on some truly great minds in a game of Jeopardy- all around Dynamics and Microsoft, of course.  Some lucky audience members will also be chosen to compete...
Speaker(s)

Session Details

Understanding the Cost of Manual Tax Compliance
  • Room:   Coastal C - Convention Center, Level 2
  • Session Number:   1020
  • Tuesday, October 11, 12:30 PM - 1:30 PM
  • Track(s) 
Every day, sales tax compliance gives someone somewhere a headache. Sometimes it’s mild and clears quickly after a bit of research. Sometimes it lasts for days. And sometimes it lingers around the edges like a migraine coming on: You sense it, dread it, and do everything you can to stave...
Speaker(s)
Larry Sheetz

Sales Executive
Avalara
Presenter

Session Details

Tuesday, October 11
1:15 PM - 2:30 PM

Afternoon Break
  • Room:   Osceola CD Foyer - Convention Center, Level 2
  • Session Number:   1110
  • Tuesday, October 11, 1:15 PM - 2:30 PM
Refreshing Beverage Break

Session Details

Tuesday, October 11
1:30 PM - 7:00 PM

Expo Floor Open
  • Room:   Expo Floor - Convention Center, Level 1
  • Session Number:   981
  • Tuesday, October 11, 1:30 PM - 7:00 PM

Session Details

Tuesday, October 11
2:00 PM - 2:15 PM

RSM Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Tuesday, October 11, 2:00 PM - 2:15 PM
Speaker(s)

Session Details

Tuesday, October 11
2:00 PM - 4:00 PM

Tech Medic Desks Open
  • Room:   Convention Center, Level 2
  • Session Number:   1030
  • Tuesday, October 11, 2:00 PM - 4:00 PM

Session Details

Tuesday, October 11
2:15 PM - 2:30 PM

Clicklearn Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Tuesday, October 11, 2:15 PM - 2:30 PM
Speaker(s)
Marquis Caldwell

Sales Manager EMEA
Presenter

Session Details

Tuesday, October 11
2:30 PM - 2:45 PM

FloQuast Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Tuesday, October 11, 2:30 PM - 2:45 PM
Speaker(s)

Session Details

Tuesday, October 11
2:30 PM - 3:00 PM

BC/NAV Technical - Ask the Experts
  • Room:   Destin 1 - Convention Center, Level 2
  • Session Number:   845
  • Tuesday, October 11, 2:30 PM - 3:00 PM
  • Track(s) 
This is an Rountable discussion for NAV/BC Experts to ask any questions or guidance on your NAV/BC implementation or use. Complete Session Survey Here
Speaker(s)s
AJ Ansari

COO
DSWi
Moderator

Mathieu Galipeau, P.Eng

Managing Director
LIDD Consultants
Panelist

Mr.  Saurav Dhyani MVP, MCT

Technical Futurist
ArcherPoint Inc
Panelist

Session Details

Do's and Dont's of NAV/BC 365 Upgrade
  • Room:   Destin 2 - Convention Center, Level 2
  • Session Number:   925
  • Tuesday, October 11, 2:30 PM - 3:00 PM
  • Track(s) 
You are planning on Upgrading from NAV to Business Central. Attend this Fast Chat to learn the Do's and Don'ts you can expect. Complete Session Survey Here
Speaker(s)
Kristoffer Ruyeras

VP of Operations
Tigunia LLC
Presenter

Session Details

Dynamics 365 Business Central Tips and Tricks for Implementing Dynamics BC for GP Conversions
  • Room:   Sarasota 3 - Convention Center, Level 2
  • Session Number:   725
  • Tuesday, October 11, 2:30 PM - 3:00 PM
  • Track(s) 
Discussion of tips and tricks for new BC implementations based on Dynamics GP conversions to BC. We'll also discuss how best to educate end users on the differences, both good an bad, between GP and BC. Complete Session Survey Here
Speaker(s)
Ms  Jo deRuiter

Director Business Applications
Aisling Dynamics
Presenter

Session Details

How to Onboard New Employees and Ensure Accuracy in NAV/BC
  • Room:   Gainesville 1 - Convention Center, Level 2
  • Session Number:   908
  • Tuesday, October 11, 2:30 PM - 3:00 PM
  • Track(s) 
Let's talk about what has worked for getting new people on board and effective with BC & NAV. This will have an operations focus. Complete Session Survey Here
Speaker(s)
Mr.  Andrew Good

CEO, MCT, DCP
Liberty Grove Software
Presenter

Session Details

How to Save Time and Keystrokes in Business Central
  • Room:   Naples 1 - Convention Center, Level 2
  • Session Number:   772
  • Tuesday, October 11, 2:30 PM - 3:00 PM
  • Track(s) 
Why type the same information twice? Delegate that data entry to Business Central. Come learn about various setup options to make Business Central default in data and save you keystrokes. Complete Session Survey Here
Speaker(s)
Holly Armitage

Managing Consultant
FORVIS, LLP
Presenter

Session Details

I Went Live on Business Central... Now What?
  • Room:   Coastal A - Convention Center, Level 2
  • Session Number:   748
  • Tuesday, October 11, 2:30 PM - 3:00 PM
  • Track(s) 
In this session we discuss what to expect after going live on Business Central, drawing from 20 years of implementing Microsoft products. Topics include, how to control support costs, data stewardship, continuing education, and what to do with those left-over initiatives from the project. The session begins with surviving your...
Speaker(s)
kirk Southcott

Solution Architect
Ternpoint Solutions
Presenter

Session Details

Local User Group Chapters Discussion
  • Room:   Gainesville 2 - Convention Center, Level 2
  • Session Number:   886
  • Tuesday, October 11, 2:30 PM - 3:00 PM
  • Track(s) 
What's next for the local user groups? Why are they important and how should we organize moving forward.  Complete Session Survey Here
Speaker(s)s
Ms  Jessie Sanger-Picard

Senior IT Manager - Business Central | NAV
Moderator

Dave Wiser

President & Lead Consultant
Dynamics Northwest
Panelist

Kim Dallefeld, MCT, MCP

CEO/Senior Consultant
Dallefeld Consulting
Panelist

Robb Delprado

Senior Trainer and Consultant
New View Strategies
Panelist

Mr.  Steven Chinsky

Manager - Operations & Supply Chain
Wipfli
Panelist

Session Details

Microsoft Dynamics GP to Business Central: Prepping Your GP Database for Migration
  • Room:   Naples 3 - Convention Center, Level 2
  • Session Number:   817
  • Tuesday, October 11, 2:30 PM - 3:00 PM
  • Track(s) 
During this presentation I will talk about the Microsoft GP To BC Migration tool. Specifically covering what the tool migrates and what users can to prepare their data in GP to make the migration successful. Complete Session Survey Here
Speaker(s)

Session Details

The Data Exchange Mystery for NAV/BC
  • Room:   Osceola 6 - Convention Center, Level 2
  • Session Number:   787
  • Tuesday, October 11, 2:30 PM - 3:00 PM
  • Track(s) 
Business Central is full of great tools and the Data Exchange is one of them. Do you want to import Bank Transactions or Bank Statements? How about importing a Payroll journal entry? Where are the “out of the box” functions that allow importing of a file and how do I...
Speaker(s)
Ms  Telka Clem

SR Consultant/SA D365
Western Computer
Presenter

Session Details

The Ins-and-Outs of Item Tracking in Business Central
  • Room:   Osceola 5 - Convention Center, Level 2
  • Session Number:   909
  • Tuesday, October 11, 2:30 PM - 3:00 PM
  • Track(s) 
Many industries require traceability for the items they use during purchasing, manufacturing, and sales. Business Central offers the ability to lot and serial track items across transactions in the system. Come to this session to learn about expiration, lot, and serial tracking within the system! Complete Session Survey Here
Speaker(s)
Mr.  Christopher Warren

Director, Information Technology
ivWatch
Presenter

Session Details

The Power of Connected Accounting
  • Room:   Tampa 3 - Convention Center, Level 2
  • Session Number:   490
  • Tuesday, October 11, 2:30 PM - 3:00 PM
  • Track(s) 
Today’s accounting systems treat businesses like they live on an island, when in fact; every business is connected. As buyers and sellers, bankers and clients, auditors and the audited, all businesses work together with other businesses. And as soon as you do that, your finances become connected. Even though businesses...
Speaker(s)
Will Rau

VP, Receivables
Lockstep
Presenter

Session Details

Too Many Options: Discuss Benefits of Business Central License Models, and SaaS VS On-Premises VS Hosted VMs.
  • Room:   Tampa 2 - Convention Center, Level 2
  • Session Number:   883
  • Tuesday, October 11, 2:30 PM - 3:00 PM
  • Track(s) 
We will review the decision tree on how to determine where your ERP should "live", how you might pay for it and what it might cost. Complete Session Survey Here
Speaker(s)
Mr.  James Nicholas

VP, Information Technology
Tigunia
Presenter

Session Details

What’s New for Accountants in Business Central
  • Room:   Naples 2 - Convention Center, Level 2
  • Session Number:   762
  • Tuesday, October 11, 2:30 PM - 3:00 PM
  • Track(s) 
In this session, we’ll cover the newest accounting functionality in Business Central and discuss why you should (or shouldn’t) utilize it. New features that will be discussed include auto-accepting intercompany journals, bank account statement report, general posting setup changes, issue validations, changes to deferrals, and more. Complete Session Survey Here
Speaker(s)
Amanda Mayer

Director of Finance
LIDD Consultants, Inc.
Presenter

Session Details

What's New in Development for Business Central 2022 Wave 2
  • Room:   Tampa 1 - Convention Center, Level 2
  • Session Number:   764
  • Tuesday, October 11, 2:30 PM - 3:00 PM
  • Track(s) 
Microsoft adds new exciting features for development with every release of Business Central, both in AL and through the Power Platform. In this session, Erik will walk through and demonstrate all the new stuff. Complete Session Survey Here
Speaker(s)
Mr.  Erik Hougaard

MVP
EFOQUS Canada Inc.
Presenter

Session Details

Tuesday, October 11
2:30 PM - 3:30 PM

Data Web Services for Business Central
  • Room:   Sarasota 2 - Convention Center, Level 2
  • Session Number:   872
  • Tuesday, October 11, 2:30 PM - 3:30 PM
  • Track(s) 
Expose data web services, - Add data sources from different companies, - Create the data source,  - Create the visual, - Distribute the reports as a paginated report to non-Power BI licensed Complete Session Survey Here
Speaker(s)s
Mr.  Chrysovalantis Efthymiou

Software Engineer
Presenter

Eleni Mavrommati

Solutions Architect
Think 360 ERP
Presenter

Session Details

The Dynamics 365 CRM Dynamic Duo – Data De-duplication and Data Governance
  • Room:   Citrus - Convention Center, Level 2
  • Session Number:   706
  • Tuesday, October 11, 2:30 PM - 3:30 PM
  • Track(s) 
Poor data quality is an issue that continues to plague CRM systems. However, with the ever-increasing value placed on quality data, ensuring your Dynamics 365 Sales system is free of duplicates and contains quality data is essential to the success of your business. We will look at the cause and...
Speaker(s)
Ryan Pennett

VP of Business Development
Paribus 365
Presenter

Session Details

Understanding Posting Groups in Business Central – Part I
  • Room:   Osceola CD - Convention Center, Level 2
  • Session Number:   1044
  • Tuesday, October 11, 2:30 PM - 3:30 PM
  • Track(s) 
Posting groups in Business Central are in general links between accounts in the different application areas to the G/L accounts in the general application area. Because of that posting groups are the spine of the finance module in Business Central. But how important they are, they are even more complex...
Speaker(s)
Aleksandar Totovic

Program Manager
Microsoft
Presenter

Session Details

Using Fixed Price Jobs in Business Central (And How to get the Posting Groups Right!)
  • Room:   Sarasota 1 - Convention Center, Level 2
  • Session Number:   819
  • Tuesday, October 11, 2:30 PM - 3:30 PM
  • Track(s) 
Reconciling WIP for fixed price jobs can be a literal nightmare if things go awry. And because things happen – jobs get set up incorrectly, “glitches” happen when running WIP – you need to know how to fix it. Join our presenters Jenna Walther and Janelle Riley as they demonstrate...
Speaker(s)s
Janelle Riley

CEO
Syvantis Technologies, Inc.
Presenter

Jenna Walther

Marketing and Operations Manager
Syvantis Technologies, Inc
Presenter

Session Details

Tuesday, October 11
2:30 PM - 4:00 PM

#LiveCode - Let’s Build a Plugin Base Class on the Fly for Dynamics 365 CRM!
  • Room:   Lafayette 4 - Convention Center, Mezzanine
  • Session Number:   554
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
Your plugins just implementing the IPlugin interface? Using someone else’s huge framework? Maybe you want only what you need. Not nothing, not too much. Build your own Plugin Base class! I'll show you how to make your class help you the way you want it 😊 100% hands-on: How to...
Speaker(s)
Jonas Rapp

Microsoft MVP, Power Platform and Dynamics 365 development nerd
CRMK
Presenter

Session Details

20 Breakthrough Artificial Intelligence Applications with Power Platform
  • Room:   Coastal 1 - Convention Center, Level 2
  • Session Number:   592
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
It seems like Microsoft adds new AI capabilities to Power Apps or Power Automate every day. Keeping up can be challenging and starting to use AI can sound a little scary. In this session we'll cover all the AI capabilities currently available in the Power Apps and Power Automate. We'll...
Speaker(s)
Ms  Paige Cassada

Dynamics 365 Practice Manager
C5 Insight
Presenter

Session Details

B2B ecommerce deep dive for Dynamics 365 F&O (AX)
  • Room:   Coastal 4 - Convention Center, Level 2
  • Session Number:   419
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
In this session, we'll go over the full breadth of the B2B eCommerce solution that Microsoft has in the Dynamics 365 Commerce (F&O) offering. Whether you're just now hearing about this as an offering or getting ready to implement it, this session will help go over all of the capabilities...
Speaker(s)
Mr.  Justin Carter

CTO, Microsoft MVP
Illumina Technology Solutions
Presenter

Session Details

Best Practices for Security Roles & Field Service Profiles in D365 CE (CRM)
  • Room:   Suwannee 1 - Convention Center, Mezzanine
  • Session Number:   560
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
Don’t be overwhelmed when setting up security for your organization. There is a persistent pattern of confusion around the concept of security roles and Field Security Profile that will be discussed in depth. Complete Session Survey Here
Speaker(s)
Kevin Razavi

Solution Architect, Dynamics 365 Field Service
Ludia Consulting
Presenter

Session Details

Build or Beautify a SharePoint Site in 90 Minutes
  • Room:   Lafayette 2 - Convention Center, Mezzanine
  • Session Number:   963
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
Are you struggling to create a SharePoint Site (or even an entire Intranet) that is beautiful, simple, dynamic and that keeps your users coming back? In this how-to, follow-along workshop, you’ll learn how to create a beautiful and functional SharePoint site using Teams, SharePoint and more! Attendees will start by creating Teams,...
Speaker(s)
Geoff Ables

Managing Partner
C5 Insight
Presenter

Session Details

Demystify Solution Deployment Behavior in Dynamics 365 CRM
  • Room:   Desoto 1 - Convention Center, Mezzanine
  • Session Number:   638
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
Do you dread deployments? Are you having to manually make changes in production? Let’s make your life easier, while reducing bugs introduced during deployment. We'll walk through how components are affected by solutions, patches, and manual changes, look at how different components react, all to help you make decisions in...
Speaker(s)
Rachel Espy

Application Developer
Cystic Fibrosis Foundation
Presenter

Session Details

Distributing Power BI Reports utilizing Power Automate
  • Room:   Suwannee 2 - Convention Center, Mezzanine
  • Session Number:   596
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
Power BI is used to create visualizations and analytics that help leaders make sense of their data.  Power Automate is a cloud-based service that allows you to create workflows to automate business processes. Utilizing a Power Automate visual in a Power BI report, your end-users can run an automated flow, just...
Speaker(s)s
Brendan Loney


Presenter

Evan Hopper

Senior Consultant - Data Analytics/BI
RSM US
Presenter

Session Details

Dynamics 365 Business Central or Finance & Supply Chain: A cloud ERP conversation
  • Room:   St George 104 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   493
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
Are you currently evaluating a new ERP system, or in the middle of moving from your current Microsoft ERP product to the cloud? Both Dynamics 365 Business Central and D365 Finance and Supply Chain Management (formerly Finance & Operations) offer a superior cloud ERP offering, but which one is right...
Speaker(s)s
Ms  Debbie Altham

Senior Director
Sikich
Presenter

Mike Loumeau

Senior Account Executive
Sikich
Presenter

Session Details

Dynamics 365 CRM Field Service and Mixed Reality
  • Room:   Palm Beach - Hotel, Emerald Bay, Atrium Level
  • Session Number:   455
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
As the Mixed Reality landscape continues to develop we are seeing it start to be leveraged in more and more applications. During this session we will review how D365 Field Service is leveraging Guides and Remote Assist. Complete Session Survey Here
Speaker(s)
Marcus Raddatz

Presales Solution Architect
Hitachi Solutions
Presenter

Session Details

Dynamics 365 F&O (AX) Integrations with Logic Apps
  • Room:   Coastal 3 - Convention Center, Level 2
  • Session Number:   425
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
In this session we'll talk through and demo real world scenarios of how Logic Apps can be used to get various systems talking to each other including F&O plus AX 2012 Complete Session Survey Here
Speaker(s)
Nathan Clouse

Technical Architect
enVista
Presenter

Session Details

Dynamics GP Forecasting? We just barely survived the budget…
  • Room:   St George 114 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   914
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
Group discussion sharing best practices and discussing alternative approaches to Financial forecasting. Come prepared to share how you get your staff involved, what level of detail you track, what tools you use, and how you get your managers to take ownership of their financials. We'll have consultants in the room ready to...
Speaker(s)s
Noah Moseley

Senior Consultant \ Certified Trainer
MSX Group
Presenter

Zubin Gidwani

Founder
Dynamic Budgets
Presenter

Session Details

Dynamics GP Integration Options – What to do as Scribe Insight Reaches End of Life Cycle
  • Room:   Coastal 5 - Convention Center, Level 2
  • Session Number:   545
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
In this session we will look at the options you have if you’re currently running Scribe Insight integrations. eOne Solutions’ SmartConnect, Dynamics GP Integration Manager and/or using .NET development are all strong options. Join us to take a look at the pros and cons, discuss the steps needed to successfully...
Speaker(s)
Roger Vander Lugt

Senior Implementation Consultant
Enavate
Presenter

Session Details

Dynamics GP Integration with .NET
  • Room:   Osceola 3 - Convention Center, Level 2
  • Session Number:   504
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
Do you need to make sure Dynamics GP can is able to continually support your business even as it grows and evolves? In this session we'll go over the topic of .NET Integrations and Customization of Dynamics GP so that you can help deliver a more efficient, user-friendly, and intuitive...
Speaker(s)
Matthew Arp

Business Systems Developer
Hunton Group
Presenter

Session Details

Dynamics GP Navigation 101+
  • Room:   Osceola 1 - Convention Center, Level 2
  • Session Number:   278
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
No one knows it all when working with Dynamics GP! This session is designed to call out tips, tricks and navigation shortcuts to reduce your mouse clicks and streamline your daily navigation inside of GP. This session is for anyone who works in Dynamics GP, regardless of your level of...
Speaker(s)
Mr.  Bryan Wilton

Vice President
LBMC Technology Solutions
Presenter

Session Details

Dynamics GP System Planning - What GP Admins Need to Know
  • Room:   Osceola 2 - Convention Center, Level 2
  • Session Number:   503
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
It is important to understand how to maintain and support your GP environment. This session will cover some key topics on planning and optimizing GP usage. We will discuss the GP roadmap, GP versions and planning an update cadence, understanding security and updates and how you can best use your...
Speaker(s)
John Kirsch

Dynamics GP Product Lead
sa.global
Presenter

Session Details

Early in Your Dynamics 365 CRM Journey? Ideas to Start Thinking about to Set up Future Success
  • Room:   Desoto 2 - Convention Center, Mezzanine
  • Session Number:   705
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
This panel session will provide best practices and lessons learned from a variety of industry experts who have helped their firms navigate the CRM landscape. Sessions topics will cover team structures, partnerships, stakeholder/executive alignment, the importance of networking, and much more. If you’re starting small but thinking big, this is...
Speaker(s)s
Chris Cognetta

Chief Technology and Innovation Officer
congruentX
Presenter

Rick McCutcheon

Microsoft Dynamics 365 MVP and Host
FCS
Presenter

Session Details

Flipping the Switches - Dynamics GP Module Configuration
  • Room:   St George 102 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   524
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
Dynamics GP modules have many setup and configuration options, most of which can be added or changed in existing systems to increase functionality. In this session we will review the many setup options that are available for Core GP Finance functionality, including System and Company setups, General Ledger, Accounts Payable,...
Speaker(s)
Shirley Rennie

Director - Business Technology Consulting
RSM US LLP
Presenter

Session Details

How to Quickly Set-up Basic e-Commerce (if You’re Already Running Dynamics F&O (AX))
  • Room:   Coastal 8 - Convention Center, Level 2
  • Session Number:   434
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
In this session, we're going to show you how to fast track the deployment of an e-commerce site on your existing Dynamics 365 F&O environment even if you aren't a traditional commerce client. This can help you if your goal is to expand into e-commerce or currently have a non-integrated...
Speaker(s)
Andrew Reeck

Retail & Commerce Manager, Dynamics 365
Mazars USA
Presenter

Session Details

How to use Microsoft Power BI with Data Analysis Expression (DAX) Functions
  • Room:   Lafayette 3 - Convention Center, Mezzanine
  • Session Number:   570
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
Introduction Import data & create data model Define relationships Create new measure using sum function Format measures Edit & delete measures Create new measure using count function Create new measure using distinct function Add comments to measures Create new measure with operators Create calculated column Measure vs. calculated column Measure...
Speaker(s)
Mr  Rajendra Ongole

BI-Specilaist
BOSCH
Presenter

Session Details

IoT/Connected Dynamics 365 CRM Field Service and the Positive Impact on your Organization and your Customers
  • Room:   Lafayette 1 - Convention Center, Mezzanine
  • Session Number:   656
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
A big challenge for the year and for the upcoming decade is to secure IoT. IoT cybersecurity is a growing concern for manufacturers and healthcare organizations. Learn about how you and your organization can prepare for the proliferation of connected devices as it undergoes continuous and rapid transformation. Complete Session Survey...
Speaker(s)
Mr.  Scott LeFante

Director, Field Service Practice Lead
RSM US LLP
Presenter

Session Details

Let's Start Using Dynamics GP Fixed Assets
  • Room:   St George 108 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   513
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
This session is for anyone who wants to start using GP Fixed Assets. Complete Session Survey Here
Speaker(s)
Windi Epperson

Director of Research & Development
PowerGP Online
Presenter

Session Details

Managing Dynamics 365 F&O (AX) ERP Implementations using Azure Dev Ops
  • Room:   Coastal 9 - Convention Center, Level 2
  • Session Number:   356
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
This session will cover tried and true methods of setting up Azure Dev Ops (ADO) for your Dynamics 365 Finance and Supply Chain ERP Implementation. It will cover how ADO can be used to provide meaningful metrics in the different stages of the implementation. The session will touch on: What...
Speaker(s)
Mr.  Andreas Vogel MBA, PMP

Managing Partner
Ludia Consulting
Presenter

Session Details

Manufacture Products, not Inventory Costing Mistakes in Dynamics 365 F&O (AX)
  • Room:   Coastal 10 - Convention Center, Level 2
  • Session Number:   342
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
Manufacturing is difficult enough to navigate without needing to fix mistakes and configurations along the way. Attendees will explore a variety of ways to keep a company’s physical and financial inventory value precise. During this session, users will study common issues found during the manufacturing process, and how to resolve...
Speaker(s)s
Brittany Burke

Solutions Architect
Caf2Code LLC
Presenter

Ms  Lauren Wooll

Functional Consultant II
Caf2Code LLC
Presenter

Session Details

Measuring Digital Transformation with Power Platform
  • Room:   Lafayette 5 - Convention Center, Mezzanine
  • Session Number:   686
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
Complete Session Survey Here
Speaker(s)
Michael Simms

VP - Digital Advisory
Columbus Global
Presenter

Session Details

Power Pages ALM
  • Room:   Desoto 3 - Convention Center, Mezzanine
  • Session Number:   621
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
So you’ve built the perfect Power Pages site (aka Power Apps Portal) in your development environment, and now you need to move it to another environment for testing, and eventually to production. Join Business Applications MVP Nick Hayduk, whose firm Engineered Code helps Microsoft partners all over the world with...
Speaker(s)
Nicholas Hayduk

President, Software Engineer
Engineered Code Consulting Inc.
Presenter

Session Details

Regression Suite Automation Tool, what do you mean I need robust Task Recordings?
  • Room:   Coastal 6 - Convention Center, Level 2
  • Session Number:   341
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
In this customer success story, we will be covering how from CRP1 until Go Live, the importance of Task recordings for a robust Regression Suite Automation Tool (RSAT) testing for system updates. We will also, cover our CRP test scripts, and how they relate to LifeCycle Service - Business Process...
Speaker(s)s
Mr.  Dave Harris

Functional Architect
Alithya
Presenter

Ms  Katie McGinnis

ERP Security and D365 Azure Administrator
Greenfield Global Inc.
Presenter

Session Details

Surrounded by Enemies: Managing and Maximizing Security in the Microsoft Ecosystem
  • Room:   Coastal 2 - Convention Center, Level 2
  • Session Number:   457
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
Managing your security within Dynamics 365 and across the Microsoft Azure based ecosystem can be a daunting challenge. Join this session to understand some core concepts, areas of risk and how to mitigate against them from D365 in-application security principles and best practices to a broader understanding of how Azure...
Speaker(s)
Corey Bakhtiary

Director of Innovation
Argano
Presenter

Session Details

The 3 C's of Park 100 Foods' Business Central Manufacturing Process - Concept, Creation, Consistency
  • Room:   Osceola 4 - Convention Center, Level 2
  • Session Number:   863
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
I will show you how Park 100 Foods starts with an idea or concept of a few raw materials and instructions then manufactures a masterpiece. The product we made 20 years is still the same today. I will walk you through how NAV/BC has allowed us to be consistent without...
Speaker(s)
Mr.  William Wilson

NAV Facilitator/Manager
Park 100 Foods
Presenter

Session Details

The Pros and Cons of Connecting any Marketing Automation Tool to Dynamics 365 CRM
  • Room:   Desoto 5 - Convention Center, Mezzanine
  • Session Number:   713
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
As sales, marketing, and technology teams grapple with the reality of digital relationship building, many have taken a hard look at the tools needed to do this in the Dynamics365 environment. This session will look at the pro and cons of various tools on the market today that support inbound...
Speaker(s)
Ms  Marie Wiese

President
Marketing CoPilot
Presenter

Session Details

Time Intelligence in Power BI
  • Room:   Osceola A - Convention Center, Level 2
  • Session Number:   575
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
Once a model is built in Power BI, you will need to understand what's already built to help with date grouping. A simple date table can be added as a dimension table from a Data Mart or built with a DAX. This session will look at the Date Table in...
Speaker(s)
Mr.  Thomas LeBlanc

Senior Consultant
3Cloud
Presenter

Session Details

Use Power Platform Artificial Intelligence to Process Forms 95% Faster and Improve Data Quality
  • Room:   Desoto 4 - Convention Center, Mezzanine
  • Session Number:   591
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
Processing forms (invoices, POs, surveys) is a grueling process. Form Processing with AI Builder saves time, reduces errors, improves response-time and unleashes employees for more valuable tasks. You’ll learn the simple process for setting up AI Builder to scan incoming forms and capture high quality data into SharePoint or Dynamics....
Speaker(s)
Malcolm McAuley

Sr. Business Solution Analyst
C5 Insight
Presenter

Session Details

What's New in Dynamics 365 F&O (AX) Supply Chain Management - Wave 2 2022
  • Room:   Osceola B - Convention Center, Level 2
  • Session Number:   358
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
This TechTalk will cover the new features in Dynamics 365 Supply Chain Management that were introduced in Wave 2 2022, which will cover the October 2022 through March 2023 timeframe. Complete Session Survey Here
Speaker(s)s
Anne Krupke

Senior Solution Architect
Microsoft
Presenter

Hiren Naik

Senior Solution Architect
Microsoft
Presenter

Session Details

When we Fail, we Fail Big: Lessons of how to Succeed from Failure with Dynamics 365 CRM
  • Room:   Escambia - Convention Center, Mezzanine
  • Session Number:   649
  • Tuesday, October 11, 2:30 PM - 4:00 PM
  • Track(s) 
Our panelists, even with their immense experience, still encounter failure when working with Dynamics 365 CRM or the Power Platform. Nothing ages a person faster than taking down production or deleting massive amounts of data. Panelists cry and laugh as they share similar experiences. Best of all, panelists also share...
Speaker(s)s
Sarah Jelinek

MVP, MCT, Enterprise Solution Architect
Arctic IT
Moderator

Mr.  Blake Miller

Senior Solution Consultant
Arctic IT
Panelist

Clarissa Simpson

Microsoft Business Solutions MVP
Ford Motor Company
Panelist

Seth Bacon

Manager, Technology Consulting
RSM US LLP
Panelist

Sheila Shahpari

Founder/CEO
Paritta Group Inc.
Panelist

Session Details

Tuesday, October 11
2:45 PM - 3:00 PM

enVista Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Tuesday, October 11, 2:45 PM - 3:00 PM
Speaker(s)

Session Details

Tuesday, October 11
3:00 PM - 3:15 PM

Insight Works Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Tuesday, October 11, 3:00 PM - 3:15 PM
Speaker(s)

Session Details

Tuesday, October 11
3:00 PM - 4:00 PM

Chapter Leader Strategy & Networking
  • Room:   Orange Blossom - Hotel, Emerald Bay, Atrium Level
  • Session Number:   1101
  • Tuesday, October 11, 3:00 PM - 4:00 PM
Calling all Chapter Leaders! Please join us if you can to network with your fellow leaders and discuss strategy for the coming year.

Session Details

Tuesday, October 11
3:15 PM - 3:30 PM

Solver Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Tuesday, October 11, 3:15 PM - 3:30 PM
Speaker(s)

Session Details

Tuesday, October 11
3:30 PM - 3:45 PM

PowerGP Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Tuesday, October 11, 3:30 PM - 3:45 PM
Speaker(s)

Session Details

Tuesday, October 11
3:30 PM - 4:00 PM

3 Simple Steps To Take Your Invoice Process from Manual to Modern in Business Central
  • Room:   Tampa 2 - Convention Center, Level 2
  • Session Number:   770
  • Tuesday, October 11, 3:30 PM - 4:00 PM
  • Track(s) 
Nearly 1/3 of companies are looking to automation to future proof their business. Attend this session to hear a first-hand account of one company's journey from manual to modern with intelligent AP automation, and integration with a new ERP system. They were faced with change management issues, training a remote...
Speaker(s)s
Mary Miller

Director, Marketing & Channel
KwikTag by enChoice
Presenter

Shawn Peterson

Accountant
OSIS
Presenter

Session Details

Best ways to report with each reporting tool available and samples reports in Business Central
  • Room:   Osceola 5 - Convention Center, Level 2
  • Session Number:   910
  • Tuesday, October 11, 3:30 PM - 4:00 PM
  • Track(s) 
So where does one turn for manufacturing reporting: Power BI vs BC Vs. Excel vs. Jet. Stop by for this Fast Chat and what you can do. Complete Session Survey Here
Speaker(s)
Ms  Shannon Mullins

Microsoft MVP, CRO, Partner
Accelerynt, Inc.
Presenter

Session Details

Business Central Excel Layouts for Beginners
  • Room:   Gainesville 2 - Convention Center, Level 2
  • Session Number:   906
  • Tuesday, October 11, 3:30 PM - 4:00 PM
  • Track(s) 
Come see the new feature that allows you to modify reports, enhance with pivot tables and charts and save in BC Complete Session Survey Here
Speaker(s)s
Dave Wiser

President & Lead Consultant
Dynamics Northwest
Presenter

Kim Dallefeld, MCT, MCP

CEO/Senior Consultant
Dallefeld Consulting
Presenter

Session Details

Business Central Performance – is it the Code, or is it Something Else?
  • Room:   Gainesville 1 - Convention Center, Level 2
  • Session Number:   882
  • Tuesday, October 11, 3:30 PM - 4:00 PM
  • Track(s) 
We will discuss SQL Locks, tracing, and related code units. We will discuss impacts on your database caused by custom code, and why it is sometimes to be expected and sometimes something to avoid. Complete Session Survey Here
Speaker(s)s
Mr  Alex Olson

Systems Engineer
Tigunia
Presenter

Session Details

Do You Really Know NAV/BC Posting Groups? General Posting Setup Ultimate Hacks
  • Room:   Tampa 1 - Convention Center, Level 2
  • Session Number:   827
  • Tuesday, October 11, 3:30 PM - 4:00 PM
  • Track(s) 
Introduction to Web Services  Web services object types  CRUD Operations using ODATA Authentication for BC Web Services (Oauth 2.0) Demonstration: Importing Sales Invoices into Business Central Complete Session Survey Here
Speaker(s)
Ms  Brittany Hodges

Consultant
RSM US LLP
Presenter

Session Details

Empower Your Customers: Benefits of a B2B Portal with Business Central
  • Room:   Destin 1 - Convention Center, Level 2
  • Session Number:   809
  • Tuesday, October 11, 3:30 PM - 4:00 PM
  • Track(s) 
Increase productivity by enabling customers to manage their orders through a B2B portal. Join us and learn the benefits of leveraging these types of portals as well as available options such as Business Central, Shopify +, Power Apps or custom development. Complete Session Survey Here
Speaker(s)s

Session Details

Flawless Dimension Setup in Business Central
  • Room:   Coastal A - Convention Center, Level 2
  • Session Number:   859
  • Tuesday, October 11, 3:30 PM - 4:00 PM
  • Track(s) 
Do you feel like you just did not get it when your company dimensions were set up the first time? You are not alone. This workshop format session will have you defining your dimensions in ways that will make much more sense when using our dimension worksheet. Every dimension should...
Speaker(s)s
Cari Corozza

Consultant and Trainer
New View Strategies
Presenter

Robb Delprado

Senior Trainer and Consultant
New View Strategies
Presenter

Session Details

Reduce the Stress of Moving from Dynamics GP to Business Central! Join the Discussion!
  • Room:   Naples 1 - Convention Center, Level 2
  • Session Number:   829
  • Tuesday, October 11, 3:30 PM - 4:00 PM
  • Track(s) 
If you are planning an upgrade from GP to BC, or just wondering what is involved, join us for a lively discussion where you can ask your questions. Together Cynthia and Telka have 40+ years' experience with NAV/Business Central. They also understand the GP concepts that will pose challenges for...
Speaker(s)s
Cynthia Priebe

Senior Trainer and Consultant
New View Strategies
Presenter

Ms  Telka Clem

SR Consultant/SA D365
Western Computer
Presenter

Session Details

The Business Lifecycle & How ecommerce Can Help B2B Businesses Thrive
  • Room:   Osceola 6 - Convention Center, Level 2
  • Session Number:   735
  • Tuesday, October 11, 3:30 PM - 4:00 PM
  • Track(s) 
Every business goes through four phases in a business life cycle. How do businesses identify the phase that they are in? How can ecommerce accelerate growth and get businesses to the next phase? How to succeed? Businesses need to understand the importance of adapting their ecommerce strategy to each phase....
Speaker(s)
Mr.  Patrick Fusarini

Technical Sales Advisor
k-ecommerce
Presenter

Session Details

Understanding How In-Client Performance Profiles Help you Communicate with your Partner Effectively for Business Central
  • Room:   Destin 2 - Convention Center, Level 2
  • Session Number:   926
  • Tuesday, October 11, 3:30 PM - 4:00 PM
  • Track(s) 
It's not always hardware, many times it is just bad code. Business Central Performance Profiler feature can help you identify a process that may be causing your environment to be slow, immediately go directly to the root problem. Providing you an easier and faster way to communicate to your partner...
Speaker(s)
Mr.  Erik Hougaard

MVP
EFOQUS Canada Inc.
Presenter

Session Details

What is a Routing Link Code in NAV/BC?
  • Room:   Tampa 3 - Convention Center, Level 2
  • Session Number:   874
  • Tuesday, October 11, 3:30 PM - 4:00 PM
  • Track(s) 
You've heard the term Routing Link Code, but what does it mean and how does one use it. Stop by for a quick 30 minute Fast Chat. Complete Session Survey Here
Speaker(s)
Mr.  Steven Chinsky

Manager - Operations & Supply Chain
Wipfli
Presenter

Session Details

When and How to Perform a Code Review and Why It's Important for NAV/BC
  • Room:   Naples 3 - Convention Center, Level 2
  • Session Number:   742
  • Tuesday, October 11, 3:30 PM - 4:00 PM
  • Track(s) 
Having your code reviewed is not the equivalent of going to the dentist’s office, and reviewing someone else’s code is not the time to prove your superiority over other developers. Code reviews are an opportunity for everyone to learn and to produce better systems for our users. In this session...
Speaker(s)
Mr.  Matt Traxinger

Lead Developer and Developer Quality Advocate
ArcherPoint
Presenter

Session Details

Tuesday, October 11
3:45 PM - 4:00 PM

Lanham Associates Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Tuesday, October 11, 3:45 PM - 4:00 PM

Session Details

Tuesday, October 11
4:00 PM - 4:15 PM

Blackline Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Tuesday, October 11, 4:00 PM - 4:15 PM
Speaker(s)
Ali Steinman

Senior Manager of Solutions Marketing
Blackline
Presenter

Session Details

Tuesday, October 11
4:00 PM - 5:00 PM

Microsoft MVP Cocktail Reception
Are you a Microsoft MVP? Please join us at the UG Expert Network Lounge as we celebrate our MVPs!  Cocktails and light hor d'ouevres will be provided. 

Session Details

Tuesday, October 11
4:15 PM - 4:30 PM

Medius Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Tuesday, October 11, 4:15 PM - 4:30 PM
Speaker(s)

Session Details

Tuesday, October 11
4:30 PM - 4:45 PM

ArganoArbela Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Tuesday, October 11, 4:30 PM - 4:45 PM
Speaker(s)s

Session Details

Tuesday, October 11
4:45 PM - 5:00 PM

Enavate Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Tuesday, October 11, 4:45 PM - 5:00 PM
Speaker(s)

Session Details

Tuesday, October 11
5:00 PM - 5:15 PM

eOne Solutions Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Tuesday, October 11, 5:00 PM - 5:15 PM
Speaker(s)
Martin Olsen

COO & Co-Founder
Presenter

Session Details

Tuesday, October 11
5:30 PM - 7:00 PM

Women In Tech
Inspiring working women to successfully “fail forward” without the crash & burn while navigating the landscape of gender equality within business and technology. Keynote from Gayle Keller with support from Christine Bongard on “Sustainable Empowerment: Taking Calculated Risks in Your Career”. Real-world, practical, and inspiring discussions led Gayle joined by Ann D’Emilio of Vertex,...
Speaker(s)s
Cathy Richards-Ingram

Audio Visual Systems Engineer
Avalara
Panelist

Jennifer Harris

Founder CEO
TMC
Panelist

Session Details

Wednesday, October 12
7:00 AM - 8:00 AM

Breakfast
  • Room:   Osceola CD Foyer - Convention Center, Level 4
  • Session Number:   1111
  • Wednesday, October 12, 7:00 AM - 8:00 AM
"Grab-and-Go" Breakfast Buffet - Please take your food into Osceola CD, to enjoy while you grab the best seat in the house 

Session Details

Wednesday, October 12
7:00 AM - 5:30 PM

Registration Open
  • Room:   Convention Center, Level 2, City Hall Lobby
  • Session Number:   986
  • Wednesday, October 12, 7:00 AM - 5:30 PM
  • Track(s) 
Convention Center, Level 2, City Hall Lobby

Session Details

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
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...
Speaker(s)
Ryan Holiday


Presenter

Session Details

Wednesday, October 12
9:00 AM - 9:45 AM

Coffee Break
  • Room:   Osceola CD Foyer - Convention Center, Level 4
  • Session Number:   1112
  • Wednesday, October 12, 9:00 AM - 9:45 AM
Coffee Break

Session Details

Wednesday, October 12
9:30 AM - 10:30 AM

Application Lifecycle Management DevOps Strategy and Risk Management in Dynamics 365 F&O (AX)
  • Room:   Coastal 2 - Convention Center, Level 2
  • Session Number:   399
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
A proven Azure DevOps strategy is necessary for every Dynamics 365 Finance/Supply Chain project implementation. The strategy is one pillar of implementation success by design. At the initiation phase, it must be presented to the project team, including the customer team and Microsoft FastTrack (if the project is FastTrack governed)....
Speaker(s)s

Session Details

Are overheads over YOUR head? An inside look at indirect costs in Dynamics 365 F&O (AX)
  • Room:   Coastal 3 - Convention Center, Level 2
  • Session Number:   355
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
In this session, we will take an in-depth look at the different types of indirect costs and show how to configure your costing sheet for a variety of examples. We will show transactions that have indirect costs including variances, and look at reporting and reconciliation processes for your indirect costs. Complete...
Speaker(s)s
Anne Krupke

Senior Solution Architect
Microsoft
Presenter

Rachel Profitt

Senior FastTrack Solution Architect
Microsoft
Presenter

Session Details

Ask the Experts: Warehouse Management for D365 F&O (AX)
  • Room:   Coastal 4 - Convention Center, Level 2
  • Session Number:   357
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
Join us for an interactive panel discussion on all things related to using the Warehouse Management module in Dynamics 365 Supply Chain Management. We will be available to answer your questions and share our experiences and insights. Complete Session Survey Here
Speaker(s)s
Jessica Vaughn

Sr Principal Consultant
Argano
Presenter

Jonathan Anderson

Director, Solution Architecture
Argano
Presenter

Session Details

Attachments behind the scene and tricks to improve them in D365 F&O (AX)
  • Room:   Coastal 1 - Convention Center, Level 2
  • Session Number:   367
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
Attachments can be added to almost every record in D365FO. Beside that they are used in a hidden way on several features. In this session we will demonstrate where attachments are stored, how they are deleted, how to use their metadata and how to use them for integrations. We will...
Speaker(s)s

Session Details

Best Practices for subscriptions/licensing, get the most out of PowerBI products with real life examples
  • Room:   Osceola 1 - Convention Center, Level 2
  • Session Number:   598
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
The purpose of this sessions is to give attendees in Power BI best practices with looking at Power BI licensing and subscriptions. This course will also take a deeper dive into various features that users can use to maximize their experience in Power BI. Real life examples will be used...
Speaker(s)
Mr.  Jensen Stanton

Sr. Technology Consultant | Data Analytics & Business Intelligence
RSM US LLP
Presenter

Session Details

Business Central Case Study: Leveraging Handhelds to Receive Inbound Orders at Your Stores
  • Room:   Tampa 1 - Convention Center, Level 2
  • Session Number:   798
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
Having difficulty transferring inventory to stores, and not knowing if there are any discrepancies? You can never be certain if the error occurred at picking or receiving operation. The Business Central mobile application can be tailored to confirm picks and receipts on a handheld or tablet device. Complete Session Survey Here
Speaker(s)
Mr.  Michael Dionisi

Senior Solution Analyst
LIDD Consultants
Presenter

Session Details

Business Central Service Tiers, why Service Isolation Matters
  • Room:   Desoto 4 - Convention Center, Mezzanine
  • Session Number:   880
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
If you are looking at or currently running your business central on-premises, you likely have gotten lots of varying advice on "how your service tiers SHOULD be" setup. We will explore the impacts of different configurations, and demonstrate the reasoning behind our suggested practices, including discussion around our starting point...
Speaker(s)s
Mr  Alex Olson

Systems Engineer
Tigunia
Presenter

Mr.  James Nicholas

VP, Information Technology
Tigunia
Presenter

Session Details

Creating Azure Data Lake Automated Workloads with Power Automate
  • Room:   Osceola 4 - Convention Center, Level 2
  • Session Number:   582
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
Power Automate is an online service that automates events across the most common apps and services. This talk demonstrates how to create Power Automate flows, integrate live Azure Data Lake Storage data into workflows and tasks and use ADL Storage data for visualizations, dashboards, and more. Complete Session Survey Here
Speaker(s)
Dr.  Mihail Mateev

CTO / Founder
Soft Project Ltd
Presenter

Session Details

Diamonds, Rubies, Emeralds, Oh My! Hidden Gems in Business Central that Save Time and Reduce Errors
  • Room:   Gainesville 1 - Convention Center, Level 2
  • Session Number:   783
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
Join us as we uncover hidden gems in Business Central designed to minimize time consuming and error prone tasks. Prepaid expense recognition, recurring invoices, sales tax setup, bank reconciliation and more can be accomplished swiftly and with less error if you incorporate these gems into your everyday processes. Bring on...
Speaker(s)s
Cari Corozza

Consultant and Trainer
New View Strategies
Presenter

Cynthia Priebe

Senior Trainer and Consultant
New View Strategies
Presenter

Session Details

Drop Shipments and Special Orders in Business Central
  • Room:   Lafayette 4 - Convention Center, Mezzanine
  • Session Number:   853
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
 Inventory control is crucial for most organization. During this session, we’ll review how to use drop shipments in minimize the need for storing inventory at your location. We’ll also review the difference between drop shipments and special orders. Complete Session Survey Here
Speaker(s)
Mr.  Steven Chinsky

Manager - Operations & Supply Chain
Wipfli
Presenter

Session Details

Dynamics 365 Business Central VS Dynamics GP: The Good, The Great, and the Bad
  • Room:   Suwannee 3 - Convention Center, Mezzanine
  • Session Number:   726
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
In depth discussion of the differences, including cost and licensing, between Dynamics GP and Dynamics BC. Is converting now your best option or wait another year or two. Is BC right for your organization? What are the differences, and how will your end users feel about the adoption of BC?...
Speaker(s)

Session Details

Dynamics GP Extender: The Original Power Apps
  • Room:   Naples 1 - Convention Center, Level 2
  • Session Number:   537
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
While Microsoft is going banana’s for Power Apps the GP community has had that functionality for 10+ years. Learn how to build your own custom fields and windows in GP without writing any code. If you've run out of user defined fields or are storing data everywhere then you need...
Speaker(s)s
Nicole Albertson

Product Manager
eOne Solutions
Presenter

Session Details

Dynamics GP Trending Topics - Refreshed for the Fall
  • Room:   Osceola 5 - Convention Center, Level 2
  • Session Number:   500
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
This session will focus on highly requested projects and features. We will cover what are the trending topics and some solutions to address them. These solutions may include GP built in functionality, ISVs, Power Platform and more. The focus is to get the most out of GP to meet your...
Speaker(s)
John Kirsch

Dynamics GP Product Lead
sa.global
Presenter

Session Details

Dynamics SL Migration Tool
  • Room:   Desoto 5 - Convention Center, Mezzanine
  • Session Number:   1051
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
Microsoft Dynamics SL includes tools to assist with the migration of your data to the Dynamics 365 Business Central cloud.  Attend this session to learn about what is available today, hear tips and tricks and understand the continued investment in the migration roadmap.  Have a question or suggestion, we are...
Speaker(s)
Jeff Suwyn


Presenter

Session Details

Every Little Difference between Dynamics GP and Business Central, Part 1
  • Room:   Coastal A - Convention Center, Level 2
  • Session Number:   820
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
If you are considering an eventual move to Business Central from GP, this session series is a must! In Part 1 of this two-part series, we explore the reality that these two systems do not provide a 1-1 experience. We’ll dive into differences in user interface, terminology, reporting, and more,...
Speaker(s)s
Janelle Riley

CEO
Syvantis Technologies, Inc.
Presenter

Todd Froemming

Vice President of Consulting Services
Todd Froemming
Presenter

Session Details

Extending Dynamics 365 F&O (AX) with PowerApps: A Real-World Case for Warehouse Automation
  • Room:   Osceola B - Convention Center, Level 2
  • Session Number:   410
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
This session will highlight the advantages of using Power Apps in a Dynamics 365 solution, including a real-world use case of utilizing Power Apps over native Dynamics 365 Warehouse Management mobile app. - Advantages of using Power Apps - Power Apps versus Warehouse Management mobile app - Connecting Power Apps...
Speaker(s)
Bill Spurling

Software Architect
Ellipse Solutions
Presenter

Session Details

Hidden Gems of Dynamics GP Manufacturing: Tips to Increase Efficiency and Take Advantage of Functionality
  • Room:   Destin 1 - Convention Center, Level 2
  • Session Number:   525
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
Dynamics GP Manufacturing has powerful functionality to track Bill of Materials, Routings, cost, and quantity transactions. Some of the best features to efficiently maintain master data, drive accurate data to the floor, and correctly record production never get used. Move beyond Manufacturing 101 and start taking advantage of all the...
Speaker(s)
Sunny Mattoon, CPIM

Senior Consultant
SBM Consulting, Inc.
Presenter

Session Details

How to Accelerate Your Power BI Reporting Capability with Business Central
  • Room:   Lafayette 3 - Convention Center, Mezzanine
  • Session Number:   861
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
Take your limited Power BI and BC knowledge to the next level!  Creating meaningful Power BI reports with Business Central takes some understanding of the tables, pages, queries, web services, linking objects, creating keys, and ensuring you have all the information needed for insightful and accurate analysis.  This intermediate session...
Speaker(s)
Mr.  David Laster

Director | Software Solutions (GP/BC/PBI)
GraVoc
Presenter

Session Details

Jobs Vs. Manufacturing: Which Do I Use For What in Business Central?
  • Room:   Escambia - Convention Center, Mezzanine
  • Session Number:   887
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
Whether you are crafting custom catalytic converters or building barrels by the billions, Business Central offers a solution! Jobs and Manufacturing are separate modules within Business Central that each provide powerful functionality to accomplish these production processes, but knowing which module is the most well-suited is not always easy. During...
Speaker(s)
Ben Baxter

President - BC for Manufacturing
Accent Software, Inc
Presenter

Session Details

Key Considerations for your NAV/BC Integration Strategy
  • Room:   Tampa 3 - Convention Center, Level 2
  • Session Number:   1055
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
The integration potential for Business Central is virtually limitless, but how do you ensure the integrity of your integrations and eliminate a hairball of systems? From point-to-point, to custom integrations, learn how to build the right strategic framework for approaching your integration strategy for maximum system and business performance. In...
Speaker(s)s

Session Details

Leveraging Change Management to Gain 6x Project Success
  • Room:   Coastal C - Convention Center, Level 2
  • Session Number:   449
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
While we often consider digital transformation projects ‘technical’, the change success formula reminds us that successful change is 50% people dependent, 30% process, and only 20% about the tool/technology. If your people aren't on-board, the technology won't be used, and that's money down the drain. Enterprise projects need a designated...
Speaker(s)
Tracy Bourgoine— PMP, CBAP & Prosci® Change Practitioner

Senior Change Management Consultant
Argano
Presenter

Session Details

Microsoft Dynamics 365 CE (CRM) General Session
  • Room:   Osceola CD - Convention Center, Level 2
  • Session Number:   1037
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
Join other Microsoft Dynamics CE/CRM users at Summit at the CE/CRM 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 best customer highlights...
Speaker(s)s
Heidi Neuhauser

Partner
Reenhanced
Presenter

Jonas Rapp

Microsoft MVP, Power Platform and Dynamics 365 development nerd
CRMK
Presenter

Ms  Kylie Kiser

Senior Solution Architect
Hitachi Solutions
Presenter

Sarah Jelinek

MVP, MCT, Enterprise Solution Architect
Arctic IT
Presenter

William McLendon

Solution Architect
Hitachi Solutions America
Presenter

Session Details

Microsoft Dynamics GP development - Choosing the Right Tool
  • Room:   Naples 2 - Convention Center, Level 2
  • Session Number:   506
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
This session will introduce the development tools available to you to easily customize and integrate with Microsoft Dynamics GP. Get an understanding of the tools available, their strengths and weaknesses and see how you can create solutions. We will cover an overview of customization tools such as Modifier, Visual Basic...
Speaker(s)
Mr.  David Musgrave MVP, GPUG All Star

Managing Director
Winthrop Development Consultants
Presenter

Session Details

Migrating from Dynamics GP to Business Central Manufacturing
  • Room:   Lafayette 5 - Convention Center, Mezzanine
  • Session Number:   869
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
Customers running Dynamics GP are curious (and maybe a little scared) about the prospects of upgrading from Great Plains to Business Central in the cloud. This session is an overview of the manufacturing and most supply chain features, capabilities and functions of Great Plains compared to Business Central.  We will...
Speaker(s)
Robert Jolliffe

President
Sabre Limited
Presenter

Session Details

Migrating to Business Central From NAV Using Cloud Migration Tool
  • Room:   Destin 2 - Convention Center, Level 2
  • Session Number:   761
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
This session is a walkthrough of the process of migrating from NAV to Business Central using the Cloud Migration tool. It will highlight the cost savings over past migrations, and identify potential gotchas that may appear along the way. Complete Session Survey Here
Speaker(s)
Mr.  David Rhue

Managing Consultant
FORVIS, LLP
Presenter

Session Details

Oops, What Did I do? Fixing Errors in Business Central
  • Room:   Sarasota 2 - Convention Center, Level 2
  • Session Number:   749
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
We all make mistakes. During the session we'll review some of the common errors in Business Central and how to correct them. From setup error through posting errors, we understand how they happened and what you can do to make everything correct. Complete Session Survey Here
Speaker(s)
Dave Wiser

President & Lead Consultant
Dynamics Northwest
Presenter

Session Details

Procure to Pay - The Business Central Way
  • Room:   Sarasota 3 - Convention Center, Level 2
  • Session Number:   864
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
In this session, we will show you how to get from a purchase requisition to a check/ACH payment for the invoice in simple, easy steps. Along the way we will provide easy tips and tricks to make procurement and payables, a much easier process.  Complete Session Survey Here
Speaker(s)
Ms  Shannon Mullins

Microsoft MVP, CRO, Partner
Accelerynt, Inc.
Presenter

Session Details

Quick, Easy, Familiar: Accessing your Business Central Data in Excel
  • Room:   Desoto 2 - Convention Center, Mezzanine
  • Session Number:   828
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
A major asset of Business Central is how easily its processes work with other Microsoft apps, and this solves a heated pain point for many ERP users—easily accessing and editing data. It may be easier than you think to access your Business Central data using another app you know and...
Speaker(s)s
Christian Mouat

Senior Technical Consultant
Syvantis Technologies, Inc.
Presenter

Jack Walther

Senior Developer
Syvantis Technologies, Inc.
Presenter

Session Details

Reconcile your Inventory! You will do it! - Part 2 - Learn the Steps for NAV/BC
  • Room:   Gainesville 2 - Convention Center, Level 2
  • Session Number:   724
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
What are the steps to reconcile your inventory to the general ledger? What report should you use? You have multiple general ledger accounts and multiple locations or just one of each - learn the step by step process. This session will build on the Part 1 Setups and walk through...
Speaker(s)
Kim Dallefeld, MCT, MCP

CEO/Senior Consultant
Dallefeld Consulting
Presenter

Session Details

Regression Suite Automation Testing (RSAT) for Warehousing and Commerce workloads in Dynamics 365 F&O (AX)
  • Room:   Coastal 7 - Convention Center, Level 2
  • Session Number:   423
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
Are you hesitant to take upgrades in your D365 F&O implementation? Or need a faster way to regression test different processes in your system for configuration changes? Join this session to learn about the Regression Test Automation Suite (RSAT) tool with Dynamics 365 F&O to automatically test your WMS and...
Speaker(s)
Mr.  Justin Carter

CTO, Microsoft MVP
Illumina Technology Solutions
Presenter

Session Details

Roundtable: Item Tracking and Warehouse Handling in Business Central
  • Room:   Osceola 3 - Convention Center, Level 2
  • Session Number:   1049
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
Complete Session Survey Here
Speaker(s)
Mr.  Andrei Panko

Product manager
Presenter

Session Details

Service 101 - The ABC’s of Service Items and Service Orders in Business Central
  • Room:   Tampa 2 - Convention Center, Level 2
  • Session Number:   774
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
Getting started is always the hardest step. Service Mgmt offers some nuisances that aren’t for the faint of heart. In this session we will explore the depths of the Service Item, including Serv. Item Groups and Std. Serv. Item Gr. Codes. Then we will tackle the structure of the Service...
Speaker(s)
Robb Delprado

Senior Trainer and Consultant
New View Strategies
Presenter

Session Details

Solving The Modernization Puzzle With Dynamics 365 F&O (AX) and CRM
  • Room:   St George 102 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   453
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
"Modernization" is being cloud-first with Microsoft dynamics 365 as a digital technology platform, leveraging the Business apps - F&O, CE, Sales, Marketing, designing these for agility, insultation from disruption and a successful digital business journey! Join us to understand strategies, piece the puzzle of cloud, application modernization, migrations and data...
Speaker(s)
Ms  Laura Pfohl

VP, Sonata Delivery & Client Engagement
Sonata Software Limited
Presenter

Session Details

The Dynamics 365 F&O (AX) Art of War Room
  • Room:   Citrus - Convention Center, Level 2
  • Session Number:   403
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
This session will deep dive into what is a “War Room,” and why it is a necessity in ERP implementations. We also will cover how to organize and motivate a team to stride as a single force in a war room, including a psychological analysis of what brings that team...
Speaker(s)
Sarah Hollinger

F&O Operations Team Manager
enVista
Presenter

Session Details

The Puzzle of Inventory Costing - Putting the Pieces Together in Business Central
  • Room:   Desoto 3 - Convention Center, Mezzanine
  • Session Number:   785
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
Back by popular demand! If you are considering a move to Business Central, have just upgraded from GP, Quickbooks, or another ERP to Business Central, or have been around NAV/BC for years, you may still be puzzled on how BC keeps all those Quantities and Values straight. Join Telka for...
Speaker(s)
Ms  Telka Clem

SR Consultant/SA D365
Western Computer
Presenter

Session Details

The Tricks of Playing on the Big Box Playground in Dynamics 365 F&O (AX)
  • Room:   Coastal 10 - Convention Center, Level 2
  • Session Number:   381
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
This presentation will cover functionality within D365 F&SCM that is key for CPG companies who perform sales transactions with big box retailers. It will cover how to configure pricing for various goods, how to apply payments that often come with deductions and chargebacks. There will be a look at margin...
Speaker(s)
Mr.  Arush Kuthiala

Consultant - D365
Western Computer
Presenter

Session Details

The True Easy Button - AL to AL Upgrades
  • Room:   Desoto 1 - Convention Center, Mezzanine
  • Session Number:   769
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
In Dynamics NAV, upgrades were complex and expensive, but with Business Central, upgrades are simple and easy. In this session we will demonstrate how Business Central, written in AL, has simplified the upgrade process. We’ll also show how much of the upgrade process has been automated with the use of...
Speaker(s)
Mr.  Saurav Dhyani MVP, MCT

Technical Futurist
ArcherPoint Inc
Presenter

Session Details

Tips and Tricks for Selling to Big-Box Retailers and Marketplaces with Business Central
  • Room:   Coastal 6 - Convention Center, Level 2
  • Session Number:   832
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
Join us for an educational journey on how to interact with big-box retailers and marketplaces. We’ll describe how to establish successful partnerships by delivering the right product at the right time, ensuring inventory availability and avoiding stockouts. You’ll learn about retail requirements and understand your options for compliance. Our session...
Speaker(s)s

Session Details

TLS 1.2 and Emailing in Dynamics GP
  • Room:   Osceola 6 - Convention Center, Level 2
  • Session Number:   694
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
Have you heard that Microsoft has shut down basic authentication TLS 1.0 as of Oct 2022 - But what does that mean for GP systems and HOW DO WE FIX IT. Learn what TLS 1.2 is and how we make it work with the GP system or what alternatives do...
Speaker(s)
Mr.  Kerry Hataley

Owner
Nanook Software, Inc
Presenter

Session Details

Understanding Posting Groups in Business Central – Part II
  • Room:   Osceola A - Convention Center, Level 2
  • Session Number:   1045
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
After first part of this topic related with posting group where we could concluded that posting groups are the spine of the finance module in Business Central, we will continue with the more complex scenarios such as using of posting groups in manufacturing, service, jobs and similar scenarios. Even in...
Speaker(s)
Aleksandar Totovic

Program Manager
Microsoft
Presenter

Session Details

Using D365 F&O (AX) to Win in the Subscription Economy!
  • Room:   Coastal 8 - Convention Center, Level 2
  • Session Number:   338
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
Microsoft just released (in April 2022) a new Subscription Billing module for Dynamics F&SCM. Learn how to win in the subscription economy, from a module expert. Learn about the three sub-modules of Subscription billing: recurring contract billing, revenue and expense deferrals, and multiple element revenue allocation. See complex features like...
Speaker(s)
Mr.  Neil MacDonald CPA CMA

Senior Solutions Consultant
Binary Stream Software
Presenter

Session Details

Utilizing Dynamics 365 F&O (AX) Cost Accounting Module for Business Insight and Decisions
  • Room:   Coastal 9 - Convention Center, Level 2
  • Session Number:   388
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
The Cost Accounting Module helps companies to make informed business decisions and provides important insight into an organization. This demo will show how to configure a Cost Accounting Ledger in the Cost Accounting Module and apply different policies to that Ledger, such as Cost Behavior, Distribution or Allocation policies. Complete Session...
Speaker(s)
Ms  Minela Covic

Senior Consultant
Logan Consulting
Presenter

Session Details

What are and How to Use Dynamics 365 Finance and Operations (AX) Microservices
  • Room:   Coastal 5 - Convention Center, Level 2
  • Session Number:   426
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
In this session we'll talk through all of the microservice offerings from LCS, what they are and how they can be used. We'll have supporting examples plus "get started" kits to review Complete Session Survey Here
Speaker(s)
Nathan Clouse

Technical Architect
enVista
Presenter

Session Details

What in the World is Dynamics 365 Business Central?
  • Room:   Lafayette 2 - Convention Center, Mezzanine
  • Session Number:   780
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
This demo session walks through the standard navigation of the system. Users will get familiar with the terminology and modules that are standard and out of the box with Dynamics 365 Business Central. It allows the users to experience how processes flow easily and naturally in Dynamics 365 Business Central. Complete...
Speaker(s)
Tasha Anspach

Pre-Sales Solution Engineer
KTL Solutions
Presenter

Session Details

Word & Excel Formats in Business Central
  • Room:   Lafayette 1 - Convention Center, Mezzanine
  • Session Number:   759
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
A few years ago, Microsoft provided the ability to create custom report layouts using MS Word.  This opened the door for a easier method of customizing your documents.  With the latest release of Business Central, you can now prepare custom Excel formats of various reports that can then use the...
Speaker(s)s
Mr.  Brad Prendergast

Director Of Development
Presenter

Kristoffer Ruyeras

VP of Operations
Tigunia LLC
Presenter

Session Details

Workflow for Business Central - A Beginner's Guide
  • Room:   Sarasota 1 - Convention Center, Level 2
  • Session Number:   792
  • Wednesday, October 12, 9:30 AM - 10:30 AM
  • Track(s) 
Workflow is very powerful, but can also be a bit confusing. Join me for the session and we will walk through the capability and setup for Business Central Workflow. We will cover a few simple workflows and talk about configuration requirements so that you can set these up on your...
Speaker(s)
Shawn Dorward MVP

Vice President
sa.global
Presenter

Session Details

Wednesday, October 12
9:30 AM - 11:30 AM

Tech Medic Desks Open
  • Room:   Convention Center, Level 2
  • Session Number:   1028
  • Wednesday, October 12, 9:30 AM - 11:30 AM

Session Details

Wednesday, October 12
10:45 AM - 11:45 AM

A Real World Dynamics 365 F&O (AX) Customer Implementation Journey
  • Room:   Coastal 4 - Convention Center, Level 2
  • Session Number:   415
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
In this session, we will discuss the successful implementation of D365FO from a customer as well as a partner perspective. We will discuss what went right as well as what went wrong from both perspectives, including functional and technical scope considerations, technical requirements, impact to non D365FO enterprise data assets...
Speaker(s)s
Mr.  Dominic Walters

Data Analyst
CymSTAR LLC
Presenter

Michael Simms

VP - Digital Advisory
Columbus Global
Presenter

Session Details

Ask the Power Platform Experts: When should you use the Waterfall or Agile methodology?
  • Room:   Lafayette 3 - Convention Center, Mezzanine
  • Session Number:   558
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
Have you approached an implementation project where you were unsure if a Waterfall approach or an Agile approach should be used? Are you curious what Power Platform experts have to say on this topic? Join us for a discussion with some amazing panelists as we explore the strengths and weaknesses...
Speaker(s)s
Mr.  Blake Miller

Senior Solution Consultant
Arctic IT
Moderator

Clarissa Simpson

Microsoft Business Solutions MVP
Ford Motor Company
Panelist

Julie Yack, MBA, MVP, MCT

Founder
365.Training
Panelist

Sarah Jelinek

MVP, MCT, Enterprise Solution Architect
Arctic IT
Panelist

Seth Bacon

Manager, Technology Consulting
RSM US LLP
Panelist

Sheila Shahpari

Founder/CEO
Paritta Group Inc.
Panelist

Session Details

AX "Lift and Shift" D365 Upgrade Model – Getting into D365 F&O Sooner, Considerations and Benefits
  • Room:   Sarasota 1 - Convention Center, Level 2
  • Session Number:   378
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
Is it possible to simply move your current AX 2012 configuration and data to D365 without a full re-implementation from the ground up? This presentation will describe a "lift and shift" approach that can be applied to leverage your existing solution and perhaps enable a faster D365 Upgrade for your...
Speaker(s)
Juanita Schoen

Sr. Engagement Manager / Customer Executive
Columbus US
Presenter

Session Details

Basic Report Building with Management Reporter (AX, GP, SL)
  • Room:   Osceola 4 - Convention Center, Level 2
  • Session Number:   529
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
This crash course will teach you the basics of Management Reporter and how to create key financial reports, start to finish: Trial Balance Detail & Summary, Income Statement by Company & Department. In addition, report distribution, analysis and interaction will be shared to most efficiently analyze your company's financial performance....
Speaker(s)
Derek Krebs

Sr Consultant
MSX Group for Logistics One
Presenter

Session Details

CANCELED - Integrating Dynamics 365 Finance and Operations (AX) Apps with Other Dynamics Applications
  • Room:   Coastal 6 - Convention Center, Level 2
  • Session Number:   364
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
This session will take a more technical approach to how you can integrate Dynamics 365 Finance and Operations apps with other Dynamics applications using virtual entities and dual-write. During this session you will see how to configure dual-write and use virtual entities to expand your organizations reach across the Dynamics...
Speaker(s)
Meghan McMullen

Training Manager
RSM US
Presenter

Session Details

CANCELED - Using Power Automate to Keep Dynamics GP Relevant
  • Room:   Naples 3 - Convention Center, Level 2
  • Session Number:   970
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
This session will challenge the idea that there is "one system to rule them all" by exploring the role of Power Automate in bringing seemingly disparate systems together to allow companies to implement best in breed solutions to extend their use of Dynamics GP. Complete Session Survey Here
Speaker(s)s
Ms  Mary Williams

Practice Manager - Dynamics GP
Technology Management Concepts
Presenter

Mr.  Roland Chi

Marketing Manager
Technology Management Concepts
Presenter

Session Details

CPR for Dynamics 365 CRM: 7 Habits of Effective CRM Projects
  • Room:   Citrus - Convention Center, Level 2
  • Session Number:   645
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
CRM can deliver higher win rates, more loyal customers and accelerated marketing. But as much as 90% of the time, CRM projects fail to deliver on those results. If you're starting a CRM project, struggling, or just searching for ways to improve - this is the session you need to...
Speaker(s)
Geoff Ables

Managing Partner
C5 Insight
Presenter

Session Details

Crash Course on REST APIs
  • Room:   Suwannee 1 - Convention Center, Mezzanine
  • Session Number:   634
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
In this era of single purpose web based applications, it is becoming more and more necessary to integrate solutions. One of the most common integration standards out there right now is REST. But what does that mean? In this introductory level session we will go over what exactly a REST...
Speaker(s)s
Chris Hanson

Product Manager
eOne Integrated Business Solutions
Presenter

Rod O'Connor

Jack of all trades
eOne Integrated Business Solutions
Presenter

Session Details

Creative Financial Statements Using Management Reporter (AX, GP, SL)
  • Room:   Naples 1 - Convention Center, Level 2
  • Session Number:   530
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
Your financial statements do not have to be the typical accounts-down-the-left, months-across-the-top financial statements. Management Reporter gives you flexibility in how you define your rows and columns using any of your dimensions, accounts and periods. Learn how to creatively display general ledger data in useful, easy-to-understand ways. Complete Session Survey Here
Speaker(s)
Noah Moseley

Senior Consultant \ Certified Trainer
MSX Group
Presenter

Session Details

Customer Case Study – How Merit Brass achieved Dynamis 365 F&O (AX) training success!
  • Room:   Coastal 10 - Convention Center, Level 2
  • Session Number:   343
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
In this session, we will discuss the training approach for Merit Brass Company’s successful implementation of D365 Finance and Supply Chain (F&O). Merit Brass is a highly respected manufacturer of pipe nipples and a master-distributor of related fittings, flanges, pipe, tubing, tape, and valves. The session will start with a...
Speaker(s)s
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
Presenter

Session Details

Data Mining in GP - For Beginners to Experts!
  • Room:   Osceola 1 - Convention Center, Level 2
  • Session Number:   498
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
How do you get the data you want out of GP? We will help you understand how information is organized and linked in GP; and how to find the sources/tables of the information you want. We'll demonstrate how to take your data analytics capabilities to the next level with the...
Speaker(s)s
Ms  Jenny Qian Wang

Senior Systems Analyst
Sarasota County Sheriff's Office
Presenter

Kelly Marinoff

Senior Consultant
Keel & Company, LLC
Presenter

Session Details

Deploying Power BI at an Enterprise Level
  • Room:   Suwannee 3 - Convention Center, Mezzanine
  • Session Number:   602
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
Power BI is used to create visualizations and analytics that help leaders make sense of their data.  Deploying Power BI at an enterprise level can be challenging. During this session, we will talk through the considerations of deploying Power BI such as configuring workspace roles, scheduled refreshes, personalization, subscriptions, deployment pipelines,...
Speaker(s)s
Evan Hopper

Senior Consultant - Data Analytics/BI
RSM US
Presenter

Heather Vance

Manager
RSM US LLP
Presenter

Session Details

Donuts, Beer, Security, and Audit in Dynamics 365 F&O (AX): New for 2022
  • Room:   Naples 2 - Convention Center, Level 2
  • Session Number:   383
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
In past Summits we have talked about AX, Audits, and Beer. New in 2022 we have added donuts and security to the mix. Listen and share your experiences around going through a financial or IT audit of your D365F&O or AX environment. We will also cover how best to prepare...
Speaker(s)
Mr.  Frank Vukovits

Senior Director of Strategic Partnerships
Fastpath Solutions
Presenter

Session Details

Dynamics 365 CRM Field Service Mobile – First-hand experience
  • Room:   Tampa 1 - Convention Center, Level 2
  • Session Number:   667
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
Come join me as I share my first-hand experience as the leading consultant on a Field Service Mobile implementation project. The new Power Platform-based application can seem intimidating at first glance. Let me share with you what it took to complete a successful implementation of the new platform. I’ll be...
Speaker(s)
Lucas Diaz

Managing Partner
Ludia Consulting
Presenter

Session Details

Dynamics 365 F&O (AX) Alerts++
  • Room:   Coastal 1 - Convention Center, Level 2
  • Session Number:   366
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
Alerts were one of the most wanted missing functionalities in the beginning of D365FO. Now they are supported, but on a basic level with room for improvements :). In this session we will demonstrate how to use alerts in different business scenarios and how they can be enhanced with small...
Speaker(s)
Mr.  Miha Vuk

D365FO Software Architect and Technical Fellow
Docentric
Presenter

Session Details

Dynamics GP SSRS and You: Making your Reporting Needs Easier!
  • Room:   Tampa 3 - Convention Center, Level 2
  • Session Number:   919
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
SQL Reporting Services is an amazing tool and if you use it in your organization you need to make sure you are making it as easy as possible. In this session you will learn how to make your reporting needs met easier. Complete Session Survey Here
Speaker(s)
Mr.  David Feenstra

Owner / Principal Consultant
Data Forward Business Solutions
Presenter

Session Details

Extending Dynamics GP Functions to Web Apps and iPad
  • Room:   Gainesville 2 - Convention Center, Level 2
  • Session Number:   888
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
Explore the realm of the possible: Learn about companies who are extending GP functionality including Sales Order Processing and Inventory Transactions to Web Based and iPad applications.  You will learn about the APIs and technologies that Conexus Energy has implemented to extend the functionality of Dynamics GP to other critical...
Speaker(s)
Mr.  Brian Lambertz

Business Analyst
Connexus Energy
Presenter

Session Details

From Garbage In to Diamonds Out: Data Quality and Master Data Management to Improve Profitability with Dynamics 365 CRM
  • Room:   Desoto 3 - Convention Center, Mezzanine
  • Session Number:   718
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
Between 53%-80% of data in CRM systems is ROTII (Redundant, Outdated, Trivial, Inaccurate or Incomplete). And dirty data kills CRM effectiveness. It slows users down. It leads to bad business decisions. And it makes artificial intelligence (AI) capabilities useless. Garbage in. Garbage out. In this session you'll learn how to...
Speaker(s)
Tricia Desso-Cox

Managing Director
C5 Insight
Presenter

Session Details

Great Power, Great Responsibility: Civilizing Your Implementation for Greater Success with Dynamics 365 CRM
  • Room:   Desoto 1 - Convention Center, Mezzanine
  • Session Number:   646
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
The sped of development and the empowerment of organizations of all sizes are huge selling points of the Power Platform and Dynamics 365 for Customer Engagement. That power can get away from you in you don’t use best practices. Lessons learned the hard for years of experience on small and...
Speaker(s)
Britta Rekstad

Executive Director
The Pivot Program
Presenter

Session Details

How the Power Platform AI Builder can Transform Your Business Processes
  • Room:   Lafayette 2 - Convention Center, Mezzanine
  • Session Number:   609
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
The AI Builder is a new capability within the Power Platform that allows any user (low-code or no-code required) to optimize business processes through the power of AI. This session will provide participants with an introductory overview of AI and explore the ways the capabilities of the AI Builder can...
Speaker(s)
Carmen Calderon

Dynamics CRM 365 CE Functional Consultant
Centric Consulting
Presenter

Session Details

How Would Ted Lasso Build Your Dynamics 365 Project Team?
  • Room:   Destin 1 - Convention Center, Level 2
  • Session Number:   471
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
"If you care about someone, and you got a little love in your heart, there ain't nothing you can't get through together." Join me as I use the wise words of football's greatest coach to talk about team building for Dynamics implementations. What's the best mix of people, what are...
Speaker(s)
Andrew Lencsak

Director of ERP - East
Argano
Presenter

Session Details

How You Accrue Rebates in Microsoft Dynamics 365 F&O (AX) Finance & Supply Chain
  • Room:   Sarasota 2 - Convention Center, Level 2
  • Session Number:   432
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
With the April ‘21 release of Dynamics 365 Finance & Supply Chain, new rebate functionality was introduced. This new functionality wasn’t just new fields or parameters for the existing Rebate agreement functionality; this was a brand new Rebate Management module that condenses vendor rebates, customer rebates, and customer royalties in...
Speaker(s)
Kyle Andrich

Solution Architect
Sikich
Presenter

Session Details

It's all in the Pivot! Using Pivot Tables in Excel to Analyze Dynamics GP Data
  • Room:   Osceola 3 - Convention Center, Level 2
  • Session Number:   511
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
Dynamics GP has several reporting tools but Excel is one that you already have and know how to use. Or do you? This session is going to focus on analytics. Learn how to connect your data and generate pivot tables and charts. Take your pivot tables to the next level...
Speaker(s)
Mr.  Charles Allen

Senior Consulting Manager
FORVIS
Presenter

Session Details

Know your True Item Margins with Landed Cost in Microsoft Dynamics 365 F&O (AX) Finance & Supply Chain
  • Room:   Coastal 7 - Convention Center, Level 2
  • Session Number:   431
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
Landed cost is a critical function for users in the supply chain industry. In this session, D365 Landed Cost expert, James Miller, will dive into the three critical functions of the Landed Cost module. He will offer a high level demo of freight costs, customs duty & fees as well...
Speaker(s)
James Miller

Senior Consultant | Supply Chain
Sikich
Presenter

Session Details

Learning Styles & How to Apply them to Dynamics 365 CRM (CE) Training
  • Room:   Desoto 2 - Convention Center, Mezzanine
  • Session Number:   714
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
In this session, we'll talk about 4 adult learning styles and how to reach everyone in your CRM/CE training. Attending this session will help you understand how to optimize your Dynamics 365 end user training for each learning type: Visual, Auditory, Reading & Writing, Kinesthetic. We will share different training...
Speaker(s)
Heidi Neuhauser

Partner
Reenhanced
Presenter

Session Details

Lessons Learned from our D365 F&O (AX) Warehouse Management System Implementation
  • Room:   Destin 2 - Convention Center, Level 2
  • Session Number:   901
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
Lessons Learned from our WMS implementation: Advanced Warehouse Management implementations in D365 come in many shapes and sizes. Come learn from Jesse Clark (Senior Manager,  Engineering & Technology at J.B. Hunt), Charlotte McCormick and Jessica Vaughn  (ArganoArbela Technologies) and about real life scenarios recently implemented using Advanced Warehouse Management in D365...
Speaker(s)s
Charlotte McCormick

President
Argano
Presenter

Mr.  Jesse Clark

Senior Manager, Engineering & Technology
Jb Hunt
Presenter

Jessica Vaughn

Sr Principal Consultant
Argano
Presenter

Session Details

Master Your Dynamics 365 Data Before it Masters You
  • Room:   Osceola B - Convention Center, Level 2
  • Session Number:   468
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
Your Dynamics 365 data is the foundation of your revenue-generating efforts, and yet few companies manage their data like the corporate asset it is. Sellers don’t keep it up-to-date because they’re focused on closing deals. Your marketers feel thwarted because the system lacks the data & contact details they need...
Speaker(s)
Giuseppe Ianni

Director of Channel Sales NA + LATAM
Big Commerce
Presenter

Session Details

Microsoft Dynamics 365 Business Central (NAV) General Session
  • Room:   Osceola CD - Convention Center, Level 2
  • Session Number:   1036
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
Join other Microsoft Dynamics NAV/BC users at Summit at the NAV/BC 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 best customer highlights...
Speaker(s)s
Pam Misialek

Community Director
Dynamic Communities
Moderator

AJ Ansari

COO
DSWi
Presenter

Dave Wiser

President & Lead Consultant
Dynamics Northwest
Presenter

Mr.  Jannik Bausager

Principal Group Program Manager
Microsoft
Presenter

Ms  Jessie Sanger-Picard

Senior IT Manager - Business Central | NAV
Presenter

Kim Dallefeld, MCT, MCP

CEO/Senior Consultant
Dallefeld Consulting
Presenter

Lewis Rosenberg

IT Manager
Mars Fishcare/Mars Horsecare
Presenter

Meenakshi Singh

Sr. Director, Corporate Enterprise Applications
-
Presenter

Mike Morton

Vice President, Dynamics 365 BC and SMB Business Apps
Microsoft
Presenter

Robb Delprado

Senior Trainer and Consultant
New View Strategies
Presenter

Mr.  Steven Chinsky

Manager - Operations & Supply Chain
Wipfli
Presenter

Session Details

New to Dynamics GP: GL, AP, AR
  • Room:   Gainesville 1 - Convention Center, Level 2
  • Session Number:   899
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
New to GP?  This session will cover the functionality and best practices around General Ledger, Accounts Payable and Accounts Receivable Complete Session Survey Here
Speaker(s)
Amber Bell

Founder and Chief Training Officer
Training Dynamo
Presenter

Session Details

Power BI DIY Geo Mapping: Visuals, Datasets, and Dashboards
  • Room:   Desoto 5 - Convention Center, Mezzanine
  • Session Number:   632
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
From developer to cartographer - with a little data preparation and understanding of the basics of geo visualizations within Power BI, explore how to get started with mapping visualizations, examine some Marketplace alternatives, and how to leverage external geo sources and tools to craft a compelling Geo story. Complete Session Survey...
Speaker(s)
Dennis Norton

Senior Consultant
Wipfli LLP
Presenter

Session Details

Power BI: Optimizing End-User Experience
  • Room:   Lafayette 4 - Convention Center, Mezzanine
  • Session Number:   588
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
The purpose of this session is to speak about the benefits of adding a semantic layer to your reporting architecture (Power BI Datasets or Azure Analysis Services) Complete Session Survey Here
Speaker(s)
Emma Knauf

Data Analytics Consultant
Presenter

Session Details

Power Pages for Low/No Code Developers
  • Room:   Suwannee 2 - Convention Center, Mezzanine
  • Session Number:   620
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
Sure, you can include a bunch of custom code in your Power Pages (aka Power Apps Portals) site, but the real “power” is how much you can do without writing a single line of code! Join Business Applications MVP Nick Hayduk, whose firm Engineered Code helps Microsoft partners all over...
Speaker(s)
Nicholas Hayduk

President, Software Engineer
Engineered Code Consulting Inc.
Presenter

Session Details

Power your Power BI with Azure Synapse Analytics
  • Room:   Lafayette 1 - Convention Center, Mezzanine
  • Session Number:   610
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
What does Synapse contribute, how do we use it, and how does it interact with Power BI? Learn how these two data technologies synergize together with a demo, some best practice advice, and tips and tricks for supercharging your data analytics. Complete Session Survey Here
Speaker(s)
Mr.  Nick Talsma

Senior Power Platform Technical Architect
Ludia Consulting
Presenter

Session Details

Reconciling Payroll Accounts to General Ledger for a Smooth year end in Dynamics GP
  • Room:   Sarasota 3 - Convention Center, Level 2
  • Session Number:   539
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
Be confident that pretax deductions are working correctly and reconcile your payroll subledger to the General Ledger on a quarterly basis to ensure your reports are accurate and will make for an easier year end. During this session we will show you how to verify payroll account type totals to...
Speaker(s)
Audra Beers

Managing Consultant
RSM
Presenter

Session Details

Report Writer 101 for Dynamics GP
  • Room:   Osceola 2 - Convention Center, Level 2
  • Session Number:   517
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
Report Writer is not used often but it is a good tool for some easy report modifications. Join this session to get a good starting point for using Report Writer. Complete Session Survey Here
Speaker(s)
Windi Epperson

Director of Research & Development
PowerGP Online
Presenter

Session Details

Subscription Billing in Dynamics 365 F&O (AX)
  • Room:   Coastal 8 - Convention Center, Level 2
  • Session Number:   375
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
Netflix, Blue Apron, NFL, Dynamics 365 Licensing... what do they all have in common? They all offer subscription services! The world today has embraced the concept of subscription-based purchasing. Discover how Microsoft has met the need for subscription billing and deferred subscription revenue with the new Subscription billing feature! Complete Session...
Speaker(s)
Kelly Gustafson

Solution Architect
Argano
Presenter

Session Details

Tips and Considerations When Hiring and Employing Neurodivergent Teammates
  • Room:   Coastal 3 - Convention Center, Level 2
  • Session Number:   475
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
The neurodiverse population possesses qualities that are unreachable by typical thinking people. Albert Einstein, Bobby Fisher, Tim Burton, Emily Dickinson, Bill Gates are all neurodivergent. They each put their own special mark in this world & are nothing short of amazing! Their problem solving skills, creativity, pattern mapping, & insight...
Speaker(s)s
Anne Krupke

Senior Solution Architect
Microsoft
Presenter

Heather Williams

Director, Alliances
Argano
Presenter

Rachel Profitt

Senior FastTrack Solution Architect
Microsoft
Presenter

Session Details

Trust: SSL, TLS and Certificates for the General Person
  • Room:   Coastal C - Convention Center, Level 2
  • Session Number:   461
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
We will talk through how certificates work, what you need, and how EVERY organization can start doing this correctly, today. This is already used and expected for most of your applications and services but there are a number of areas where it requires a little interaction. Here we will start...
Speaker(s)
Mr  Alex Olson

Systems Engineer
Tigunia
Presenter

Session Details

Understanding the Limitations of Microsoft’s Dual-Write when Integrating Dynamics 365 CRM F&SCM
  • Room:   Coastal 9 - Convention Center, Level 2
  • Session Number:   429
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
Want to know the ins and outs of the only 100% real-time solution connecting Microsoft Dynamics 365 CE/CRM and Finance & Supply Chain? D365 experts, Tamerah Ast and Britt Briscoe have the skinny for you. They have learned what works the hard way and want to save you time and...
Speaker(s)s
Mr.  Britt Briscoe

Project Manager
Sikich
Presenter

Tamerah Ast

Functional Consultant
Sikich LLP
Presenter

Session Details

Use Protection, Save Lives: DLP & Access Control Mitigating your Ransomware Risk
  • Room:   Desoto 4 - Convention Center, Mezzanine
  • Session Number:   463
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
Data Loss Prevention (DLP)/ Access Control is a core component of any company's security strategy, but is rarely understood or invested in. Awareness and enabling built in features of your communication and data platforms can help limit risk to your organization. Join us to learn more about what this means,...
Speaker(s)s
Mr.  James Nicholas

VP, Information Technology
Tigunia
Presenter

Laura Schmitz

Solutions Consultant Team Lead
Tigunia
Presenter

Session Details

Using Power Automate with Dynamics 365 F&O (AX) Finance & Supply Chain
  • Room:   Osceola A - Convention Center, Level 2
  • Session Number:   339
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
You know Power Automate connects with D365, but you are not sure how you might use it? In this session we will look at a few examples that will hopefully you give you some ideas. • Create a workflow for new customers that need credit team approval. • Create a...
Speaker(s)
Dan Edwards CPA

Managing Director
Crowe LLP
Presenter

Session Details

What's new in Warehouse Management for Dynamics 365 F&O (AX) Supply Chain Management
  • Room:   Coastal A - Convention Center, Level 2
  • Session Number:   347
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
Dynamics 365 keeps changing with new releases coming at us each month. How ever do we keep up with all the new features and tools available in D365 specifically for warehousing? Let me guide you thru the new features in Dynamics and show you which are valuable to implement and...
Speaker(s)
Jonathan Anderson

Director, Solution Architecture
Argano
Presenter

Session Details

Who Wants to Be a D365 F&O (AX) Millionaire!?
  • Room:   Osceola 5 - Convention Center, Level 2
  • Session Number:   1047
  • Wednesday, October 12, 10:45 AM - 11:45 AM
  • Track(s) 
It's "Who Wants to Be a Millionaire?", but with a Microsoft Dynamics AX/365F&O twist! Put your solution knowledge to the test and challenge your peers during this live game show event. Join us for a fun and educational session full of learning and prizes! Complete Session Survey Here
Speaker(s)
Mr.  Bobby Small

BDR
Ellipse Solutions
Presenter

Session Details

Wednesday, October 12
10:45 AM - 11:45 PM

All Your (Power Platform Plugin) Base Are Belong To Us
  • Room:   Lafayette 5 - Convention Center, Mezzanine
  • Session Number:   1024
  • Wednesday, October 12, 10:45 AM - 11:45 PM
  • Track(s) 
Plugins are at the core of custom development for Dataverse. This session will look at the common pitfalls of plugin development, and the tried and true best practices for having powerful yet easy to maintain plugins by correctly utilizing a common plugin base and plugin framework. Learn how to automatically...
Speaker(s)
Daryl LaBar

MVP - President
Gap Integrity
Presenter

Session Details

Wednesday, October 12
11:00 AM - 11:45 AM

Managed Services and the Benefits for your Dynamics Environments
  • Room:   Coastal 5 - Convention Center, Level 2
  • Session Number:   445
  • Wednesday, October 12, 11:00 AM - 11:45 AM
  • Track(s) 
90% of mid-market organizations are experiencing an IT skills gap in either applications, cloud or cyber security which inhibits their IT from delivering on business priorities . To help organizations maintain focus on their core business while managing day to day operations, a managed services strategy can be the answer....
Speaker(s)
Rick Burtt

Director - Enterprise Managed Services
Mazars
Presenter

Session Details

Wednesday, October 12
11:45 AM - 12:15 PM

Lunch
  • Room:   Osceola CD Foyer - Convention Center, Level 5
  • Session Number:   1113
  • Wednesday, October 12, 11:45 AM - 12:15 PM
"Grab-and-Go" Buffet Lunch - Please take your food to the PSS session of your choice.

Session Details

Wednesday, October 12
12:15 PM - 1:15 PM

Boost Operations with End-to-End BC Apps for Manufacturing & Distribution
  • Room:   Osceola 2 - Convention Center, Level 2
  • Session Number:   1010
  • Wednesday, October 12, 12:15 PM - 1:15 PM
  • Track(s) 
You may think you know Insight Works, but do you? For those using, or considering using, Dynamics 365 Business Central to manage their manufacturing or distribution operations, this is one session you won't want to miss. See how to supercharge Business Central using apps from Insight Works. Whether you're new to...
Speaker(s)
Mr.  Mark Hamblin

Solution Advisor
Insight Works
Presenter

Session Details

Case Study: Simplifying Complex Selling – Where There’s CPQ and Document Automation, There’s a Way!
  • Room:   Coastal C - Convention Center, Level 2
  • Session Number:   1015
  • Wednesday, October 12, 12:15 PM - 1:15 PM
  • Track(s) 
What if your complex sales, manufacturing, or other process were faster? What if it were accurate every step of the way, every time? What if it were seamlessly integrated with your other sales and business systems? Join Experlogix and customer Kelly Roofing for an informative discussion as we look at the...
Speaker(s)s
Charles Sapienza

Sr. Sales Director
Experlogix
Presenter

Jim Meyer

Product Manager
Experlogix
Presenter

Session Details

Decision Point – Microsoft Dynamics GP, NAV, or AX to D365 F&O or BC | Customer Journeys and Insights
While many companies have moved from Microsoft Dynamics on-premise ERPs to either F&O or BC, many still have not. If you have not yet made the transition, this interactive session is for you! What is the right Dynamics D365 cloud application for your organization and why? Come join enVista and its customers...
Speaker(s)s
Brian Engel


enVista
Presenter

Gene Bornac


enVista
Presenter

James Cox

Senior Pre-Sales Solution Architect
enVista
Presenter

Kyle McNerney


enVista
Presenter

Session Details

Drive intelligent user adoption across the Power Platform, Dynamics 365 and beyond
  • Room:   Coastal 10 - Convention Center, Level 2
  • Session Number:   1065
  • Wednesday, October 12, 12:15 PM - 1:15 PM
  • Track(s) 
Join Christine and Marquis in this session, and experience how ClickLearn supports your end-users across platforms and processes while saving you at least 80% of time creating learning content and keeping it current on any given update. There are many stakeholders in digital transformation projects. Business analysts need to create proof-of-concept...
Speaker(s)s
Rick McCutcheon

Microsoft Dynamics 365 MVP and Host
FCS
Moderator

Dan Madden

Director, CRM
Ascensus
Presenter

Session Details

Feel like you're being pushed to the cloud? Discover your options and how to determine the best fit.
  • Room:   Coastal 9 - Convention Center, Level 2
  • Session Number:   1068
  • Wednesday, October 12, 12:15 PM - 1:15 PM
  • Track(s) 
Are you thinking about migrating to the cloud or SaaS? Sometimes that's a great choice, and other times, there are better options. Let's talk about what you should consider before making the jump - cost, licensing, data storage and access, security, BI and reporting, apps and add-ons, and more. Join...
Speaker(s)s

Session Details

FloQast’s Raison D'etre – Empowering Accountants Using Microsoft Solutions in the Financial Close Process
  • Room:   Osceola 1 - Convention Center, Level 2
  • Session Number:   1016
  • Wednesday, October 12, 12:15 PM - 1:15 PM
  • Track(s) 
Join us to learn more about how accountants hold the keys to business operations, with the central hub being the financial close process, and how they are critical assets to extending your Dynamics ERP investment.  Even with a robust ERP like Dynamics in place, Accounting teams report spending nearly 70% of...
Speaker(s)
Shaving Patel


Presenter

Session Details

How Digitizing Your Financial Back Office Drives Efficiency and Growth
  • Room:   Coastal 5 - Convention Center, Level 2
  • Session Number:   1067
  • Wednesday, October 12, 12:15 PM - 1:15 PM
  • Track(s) 
Are manual, paper-based accounts payable and expense management processes bogging you down? If so, automating your financial back office can help your operations run more smoothly. Join Bill.com and Divvy to learn why modern accounts payable and spend management should be an integral part of any Digital Transformation strategy. Discover how automation can help...
Speaker(s)s

Session Details

How to Achieve a High Performance Finance Team: Before & After
Even in the era of cloud-first and digital connectivity, finance teams still struggle with manual invoice processes and data entry overload. AI-powered AP automation transforms the work life of many AP professionals by nearly eliminating data entry and streamlining invoice workflows while providing complete visibility to the entire AP process....
Speaker(s)s
Mary Miller

Director, Marketing & Channel
KwikTag by enChoice
Presenter

Sean Fitzgerald

Senior Account Executive
Enchoice
Presenter

Session Details

How to Empower Your AP Team with RPA and Microsoft Dynamics GP
  • Room:   Coastal 3 - Convention Center, Level 2
  • Session Number:   1064
  • Wednesday, October 12, 12:15 PM - 1:15 PM
  • Track(s) 
AP Automation for Microsoft Dynamics GP puts accounting in the best position to use the efficiency and visibility that AP technology cultivates to empower the C‐suite to make sound, informed decisions. This session will showcase the dynamic team of MetaViewer AP Automation and GP and how, together, they are empowering...
Speaker(s)

Session Details

Make 'em Pay: Building Stronger Connections Between Customers and AR to Speed up Payment in a Down Market
  • Room:   Osceola B - Convention Center, Level 2
  • Session Number:   1039
  • Wednesday, October 12, 12:15 PM - 1:15 PM
  • Track(s) 
Automating AR processes won’t address the communication gap between your AR team and customers. When that gap goes unaddressed, everyone suffers. You fail to find the efficiencies and increased cash flow you were counting on. Meanwhile, your customers still deal with the communication issues they struggled with in the first...
Speaker(s)s
Craig O’Neill

Chief Executive Officer
VersaPay
Presenter

David Gersten

National Partner Manager
Versapay
Presenter

Nancy Sansom

CMO
Versapay
Presenter

Session Details

Maps for Dynamics 365 CRM and Dataverse: Locational-Intelligence Engine – Radius-search, Routing, Appointment-Planning, Territory-Management, etc. - Presented-by Inogic
The location component of data empowers a business to level up its day-to-day performance to a brand-wide growth strategy. Everyday tasks such as lead generation, targeted marketing, sales area planning, client complaint resolution, and more could be analyzed, strategized, and resolved differently using a geo-mapping solution integrated within Dynamics 365...
Speaker(s)
Roohi Shaikh

CEO, Inogic
Presenter

Session Details

Move your Dynamics GP to the Cloud and get MORE FREE with PowerGP!
  • Room:   Osceola 6 - Convention Center, Level 2
  • Session Number:   1018
  • Wednesday, October 12, 12:15 PM - 1:15 PM
  • Track(s) 
Ready to SIMPLIFY your life? Come see how PowerGP Online makes Dynamics GP easier to use, and more powerful too! Not only have we modified dozens of windows to reduce mouse clicks and increase usability, but we have also added free NEW MODULES that make imports and updates a breeze...
Speaker(s)
Chris Dobkins


Njevity
Presenter

Session Details

Never Lose Track of Another Order with Cavallo for Business Central
  • Room:   Coastal 6 - Convention Center, Level 2
  • Session Number:   1075
  • Wednesday, October 12, 12:15 PM - 1:15 PM
  • Track(s) 
Learn how Cavallo helps companies dramatically increase order entry speed while gaining visibility over every order. Leveraging Cavallo's no-code workflow engine, users can quickly build processes that intelligently and automatically route documents based on unique business needs. Leaders can easily establish gross margin checks to ensure orders meet profitability thresholds....
Speaker(s)s

Session Details

NMB Solutions Reshaping the Supply Chain in D365
  • Room:   Coastal 8 - Convention Center, Level 2
  • Session Number:   1078
  • Wednesday, October 12, 12:15 PM - 1:15 PM
  • Track(s) 
NMB Solutions will be making major announcements that will impact the D365 Supply Chain landscape at Community Summit NA.  Join our session where we will be introducing:  New Parcel, TMS and Compliance Solutions  New Strategic Partnerships  NMB’s Global Expansion  NMB will be reshaping the D365 Supply Chain by bringing the Microsoft community access to...
Speaker(s)
Chris Winstanley

VP of Solutions Management
NMB Solutions
Presenter

Session Details

Own Backup- Be responsible with your Dataverse Data - Pro tips for a comprehensive backup and recovery strategy
  • Room:   Tampa 1 - Convention Center, Level 2
  • Session Number:   1079
  • Wednesday, October 12, 12:15 PM - 1:15 PM
  • Track(s) 
Speaker(s)
Rob Ween

Vice President of Sales
OwnBackup
Presenter

Session Details

Powerful Reporting, Planning & Analytics for Microsoft Dynamics
  • Room:   Tampa 3 - Convention Center, Level 2
  • Session Number:   1070
  • Wednesday, October 12, 12:15 PM - 1:15 PM
  • Track(s) 
Join the insightsoftware team for an engaging look at how organizations can automate their data management, reporting, and planning initiatives. This session will focus on the current reporting and data challenges that many finance and operations teams face today and provide insight on how we can help. Hear customer & peer use cases, explore...
Speaker(s)s

Session Details

Sales Tax 101: A beginners guide
  • Room:   Coastal 4 - Convention Center, Level 2
  • Session Number:   1012
  • Wednesday, October 12, 12:15 PM - 1:15 PM
  • Track(s) 
As your business grows, you experience a lot of firsts: your first online sale, your first customer in a new state or country, your first employee, storing inventory in new locations, and more. As exciting as it all is, each of these experiences can create sales tax obligations. Economic nexus. Exemption...
Speaker(s)
Hans Olson

Sales Executive
Avalara
Presenter

Session Details

Security and License Management with Fastpath Assure
  • Room:   Osceola A - Convention Center, Level 2
  • Session Number:   1098
  • Wednesday, October 12, 12:15 PM - 1:15 PM
  • Track(s) 
Security in D365FO is hard, but it doesn’t need to be. In this session, learn how the Fastpath Assure platform can help with providing quick and easy reporting around security and licensing, minimize risk when configuring security, and compliant user provisioning which gives your security administrators more time back in...
Speaker(s)s

Session Details

Talent Development through D365 F&O/HR with FourVision & LMS365
  • Room:   Naples 1 - Convention Center, Level 2
  • Session Number:   1076
  • Wednesday, October 12, 12:15 PM - 1:15 PM
  • Track(s) 
FourVision and LMS365 will show you how to close the gap between critical HR processes within Dynamics 365 and a powerful learning management system, provided by LMS 365.  
Speaker(s)s

Session Details

Territory Management and Mobile Mapping with Dynamics 365 and Power BI – An EasyTerritory Customer Success with Morton Buildings
  • Room:   Tampa 2 - Convention Center, Level 2
  • Session Number:   1085
  • Wednesday, October 12, 12:15 PM - 1:15 PM
Join EasyTerritory’s Benton Belcher and David Balkema, Corporate Customer Service Manager for Morton Buildings, to hear about a real-world implementation of the EasyTerritory platform at Morton. Benton and David will cover how EasyTerritory is used for territory analysis and boundary management, mobile maps for reps, and building immersive territory map...
Speaker(s)s
David Balkema

Corporate Customer Service Manager
Morton Buildings
Presenter

Session Details

The Power of Accounts Receivables Automation and Integrated Payment Processing
  • Room:   Osceola 4 - Convention Center, Level 2
  • Session Number:   1043
  • Wednesday, October 12, 12:15 PM - 1:15 PM
  • Track(s) 
Did you know that by automating your accounts receivables process you can not only eliminate manual labor but also improve reconciliation AND increase customer convenience? Join this interactive session to learn how you can… Deliver and present invoices to customers via an online payment portal Send timely payment reminders based on the...
Speaker(s)
Fauwaz Hussain

Sr. Director, B2B Sales
Nodus | EVO Payments
Presenter

Session Details

Top 7 Dynamics 365 F&O (AX) Reporting Challenges You Can Solve Only With Docentric
Visit this showcase to see some of the most wanted D365FO reporting improvements in action. Design your reports in MS Word while using Electronic Reporting configurations as datasources, electronically sign and email reports or save them to various storage types - those are just some of the topics we will...
Speaker(s)s
Mr.  Albin Lotric

Senior Technical Consultant
Docentric
Presenter

Sanja Kolundžija

Software Architect
Docentric
Presenter

Session Details

Transformational ERP -advanced ERP project processing and tools. The most important 36 minutes at Summit.
Transformational ERP addresses the epidemic of failed and challenged ERP projects.  Our session details the critical elements contributing to those challenged projects before introducing tools and processes to address the problem. Google “how to successfully implement Dynamics ERP software”. The result: about 134,000,000 results in (0.63 seconds). Now, think of the last...
Speaker(s)
Peter Joeckel

Partner
Pelorus Technology
Presenter

Session Details

Wednesday, October 12
1:15 PM - 7:00 PM

Expo Floor Open
  • Room:   Expo Floor - Convention Center, Level 1
  • Session Number:   982
  • Wednesday, October 12, 1:15 PM - 7:00 PM

Session Details

Wednesday, October 12
1:45 PM - 2:00 PM

SignUp Software Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Wednesday, October 12, 1:45 PM - 2:00 PM
Speaker(s)s

Session Details

Wednesday, October 12
2:00 PM - 2:15 PM

Optimus Business Solutions Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Wednesday, October 12, 2:00 PM - 2:15 PM
Speaker(s)

Session Details

Wednesday, October 12
2:00 PM - 2:45 PM

9½ Tips for Awesome Visualizations in Power BI
  • Room:   Lafayette 3 - Convention Center, Mezzanine
  • Session Number:   580
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
How do we translate our data into something we (humans) can understand? The answer is data visualization, although a lot of the data visualizations are unfortunately not optimized for human consumption. Let’s stop wasting valuable time. You’ll learn how to recognize misleading data visualizations and how to avoid them. Based...
Speaker(s)
Mr.  Michel Dekker

Data Visualization Designer & Trainer
Nova Silva BV
Presenter

Session Details

A Customized User Experience: Role Center in Business Central
  • Room:   Tampa 3 - Convention Center, Level 2
  • Session Number:   823
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
Business Central is packed with top-line features and functionalities, but not every user needs the whole gamut to do their job; in fact, having it all front and center can make it harder to navigate the system. Using the Role Center in Business Central, you can create customized user experiences...
Speaker(s)
Todd Froemming

Vice President of Consulting Services
Todd Froemming
Presenter

Session Details

Account Schedules and Budgeting with Power Automate
  • Room:   Tampa 1 - Convention Center, Level 2
  • Session Number:   860
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
One of the things we do not like when using Account Schedules for financial reporting is all the manual work involved in producing and publishing financial statements at month-end. Attend this session to learn what we learned when combining Business Central with Power Automate! Did we make it to a...
Speaker(s)s
Ms  Belinda Allen

Influencer for Data Driven Decisions
@MsBelindaAllen
Presenter

Cari Corozza

Consultant and Trainer
New View Strategies
Presenter

Shawn Sissenwein

Senior Consultant
New View Strategies
Presenter

Session Details

Ask the Experts: Manufacturing and Supply Chain for Business Central
  • Room:   Coastal 3 - Convention Center, Level 2
  • Session Number:   746
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
Ask The Experts: Manufacturing and Supply Chain Do you have questions regarding your manufacturing and supply chain process. SKU’s, Requisition Worksheet, Drop Shipments, Special Orders, Standard Cost, Work Centers, etc.
Speaker(s)s
Ben Baxter

President - BC for Manufacturing
Accent Software, Inc
Presenter

Cliff McDaniel

Director of Operations
John H. Carter Co., Inc.
Presenter

Mr.  David Laster

Director | Software Solutions (GP/BC/PBI)
GraVoc
Presenter

Mr.  Steven Chinsky

Manager - Operations & Supply Chain
Wipfli
Presenter

Mr.  Thomas Blaisdell

Sr. Support Escalation Engineer
Microsoft Corporation
Presenter

Session Details

Banking and ACH in Business Central
  • Room:   Destin 1 - Convention Center, Level 2
  • Session Number:   877
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
How to process Bank reconciliations. Banking and ACH Setup in BC for smoother and faster reconciliations.
Speaker(s)s
Cynthia Priebe

Senior Trainer and Consultant
New View Strategies
Presenter

Session Details

Business Central Advanced Posting Groups - Part III
  • Room:   Destin 2 - Convention Center, Level 2
  • Session Number:   858
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
Time to get down to the debits and credits in this advanced session on posting groups. We are going to walk through exactly how transactions are posted in Business Central and examine why they go where they go. We will discuss standard and alternative methods, how accounting preference can affect...
Speaker(s)
Robb Delprado

Senior Trainer and Consultant
New View Strategies
Presenter

Session Details

Business Central AL Development 101
  • Room:   Naples 2 - Convention Center, Level 2
  • Session Number:   813
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
An introduction to developing for BC in AL. You’ll gain an understanding of architecture and how customizations are done (whether on premises or SaaS), be introduced to the tools you’ll need to have installed, learn how to create your sandbox/tenant, and get some sage advice on when to leave the...
Speaker(s)
AJ Ansari

COO
DSWi
Presenter

Session Details

Business Central Dimensions and Analysis for the Non-Accountant
  • Room:   Naples 3 - Convention Center, Level 2
  • Session Number:   837
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
This session focuses on using aspects of BC that have been forgotten or overlooked with the advent of Power BI. Analysis Views can be a valuable tool for the Non-Accountant and provide insight into Sales and Purchases without having to buy additional add-ons to the system. Tired of waiting to...
Speaker(s)s
Mr.  Roland Chi

Marketing Manager
Technology Management Concepts
Presenter

Ms  Ting Ma

Senior Application Consultant
Technology Management Concepts
Presenter

Session Details

Business Central OData & SOAP Services – the Right Way to Integrate
  • Room:   Sarasota 2 - Convention Center, Level 2
  • Session Number:   881
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
We will give demonstration of standards to work with a secure integration with your BC and what you can do with it once it is setup Complete Session Suvey Here
Speaker(s)s
Mr  Alex Olson

Systems Engineer
Tigunia
Presenter

Session Details

CANCELED - So Many New Dynamics 365 F&O (AX) Features, so Little Time!
  • Room:   Osceola CD - Convention Center, Level 2
  • Session Number:   362
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
With all the new features being released by Microsoft for Dynamics 365 Finance and Operations apps, it can be overwhelming trying to stay up to date on new features and determining if they are a good fit for your organization. In this session, you can ask experts from the 2021...
Speaker(s)
Meghan McMullen

Training Manager
RSM US
Presenter

Session Details

Data Import Options for Dynamics GP
  • Room:   Orange Blossom - Hotel, Emerald Bay, Atrium Level
  • Session Number:   516
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
There are numerous ways to get data into Dynamics GP. Join this session to get an overview of the most common options. Complete Session Survey Here
Speaker(s)
Windi Epperson

Director of Research & Development
PowerGP Online
Presenter

Session Details

Data Model Strategies in Power BI
  • Room:   Suwannee 4 - Convention Center, Mezzanine
  • Session Number:   611
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
With Power BI, there are a vast number of options when deciding how to retrieve and manage the data being leveraged. When should we use Direct Query versus Import, and what are the limitations of each? When should we create a full new dataset versus referencing an existing one? How...
Speaker(s)
Mr.  Nick Talsma

Senior Power Platform Technical Architect
Ludia Consulting
Presenter

Session Details

Dynamics GP Fixed Assets Roundtable
  • Room:   St George 102 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   894
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
A round-table interactive session on the best practices of setting up and using Fixed Assets in GP including reporting discussions! Complete Session Survey Here
Speaker(s)
Carol Kossoris

Senior ERP Consultant
Heartland Business Systems
Presenter

Session Details

Dynamics GP Manufacturing Roundtable
  • Room:   St George 108 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   896
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
A round-table interactive session on the best practices of using Manufacturing in GP Complete Session Survey Here
Speaker(s)s
Ms  Aleiha Hanson

ERP Consultant II
Heartland Business Systems
Presenter

Sunny Mattoon, CPIM

Senior Consultant
SBM Consulting, Inc.
Presenter

Session Details

Dynamics GP Panel - Ask the Experts
  • Room:   Osceola 2 - Convention Center, Level 2
  • Session Number:   501
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
Do you have a GP question to ask?  Not sure who to ask?  We’ve assembled a group of experts that are here for you!  You don’t want to miss this opportunity to get feedback form an incredible panel. Topics of expertise include GP roadmap, upgrades, integrations, customizations, payroll, ISVs and...
Speaker(s)s
Amber Bell

Founder and Chief Training Officer
Training Dynamo
Panelist

Mr.  David Musgrave MVP, GPUG All Star

Managing Director
Winthrop Development Consultants
Panelist

John Kirsch

Dynamics GP Product Lead
sa.global
Panelist

Shawn Dorward MVP

Vice President
sa.global
Panelist

Terry Heley

Escalation Engineer
Microsoft
Presenter

Session Details

Dynamics GP Project Accounting Roundtable
  • Room:   St George 112 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   897
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
A round-table interactive session on the best practices of using and troubleshooting the Project Accounting module of Dynamics GP Complete Session Survey Here
Speaker(s)
Ms  Jo deRuiter

Director Business Applications
Aisling Dynamics
Presenter

Session Details

Dynamics GP Report Writer - User Defined Functions (UDFs)
  • Room:   Osceola 6 - Convention Center, Level 2
  • Session Number:   546
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
Report Writer is still a powerful tool in the Dynamics GP tool box. But did you know that there are many different User Defined Functions, that can pull data from different parts of the Dynamics GP system. These are already created for you, we just need to understand how to...
Speaker(s)
Mr.  Kerry Hataley

Owner
Nanook Software, Inc
Presenter

Session Details

Everyday Tools to Help Identify Performance Issues in Dynamics 365 CRM
  • Room:   Escambia - Convention Center, Mezzanine
  • Session Number:   719
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
When someone says "it's too slow", or "we need to check performance", and you are not an expert performance tester, where do you start? This session will review common tools and prepare you with a list of questions to ask that can be used as a starting point to broader...
Speaker(s)
Ms  Jennifer Ford

Principal
Root16
Presenter

Session Details

Fantastic Features and Where to Find Them in Dynamics 365 F&O (AX)
  • Room:   Coastal 6 - Convention Center, Level 2
  • Session Number:   376
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
This session is designed to highlight features every business on Dynamics 365 Finance and Supply Chain needs to turn on today. Focus will be around general features, connections to the Power Platform, and how they relate to high tech, manufacturing, and life science industries. Complete Session Survey Here
Speaker(s)s
Eric Shuss

Solution Architect
Armanino
Presenter

Geoffrey Bazinett

Solution Architect
Armanino
Presenter

Mr.  Shaun McMikle

Senior Manager / Enterprise Solutions Architect
Armanino LLP
Presenter

Session Details

Finding Data in Dynamics GP: A Guide For Data Enthusiasts
  • Room:   Palm Beach - Hotel, Emerald Bay, Atrium Level
  • Session Number:   535
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
There is absolutely no value in recording data if you aren't able to get it back out when you need it! In this session, we'll cover the many different methods that you can employ when you go looking for Dynamics GP data. While we will be looking at database tables,...
Speaker(s)s

Session Details

Have You Ever Wanted to Validate Your Warehouse Mobile Device App in Dynamics 365 F&O (AX)?
  • Room:   Desoto 3 - Convention Center, Mezzanine
  • Session Number:   344
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
In this customer success story, the community will learn how the Mobile device "Warehouse app task validation" is used in relation to CRP test scripts. Complete Session Survey Here
Speaker(s)s
Mr.  Dave Harris

Functional Architect
Alithya
Presenter

Ms  Katie McGinnis

ERP Security and D365 Azure Administrator
Greenfield Global Inc.
Presenter

Session Details

Here Come the Auditors! How to Leverage Dynamics 365 F&O (AX) to Ease Auditing and Compliance
  • Room:   Coastal 7 - Convention Center, Level 2
  • Session Number:   380
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
In this presentation, attendees will learn about how to meet external financial auditor's requests by utilizing AX 2012 and D365 F&O's existing features rather than re-inventing the wheel. Furthermore, to continue down the path to compliance, attendees will learn some standard forms of internal controls and how they are implemented...
Speaker(s)
Corey Bakhtiary

Director of Innovation
Argano
Presenter

Session Details

Hey Cortana! What is this called in Business Central? Translating common Dynamics GP functions & terminology to Business Central
  • Room:   Osceola 5 - Convention Center, Level 2
  • Session Number:   839
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
You say Financial Statements, I say Account Schedules. You say Segment and I say Dimension. Dynamics GP and Dynamics 365 BC have more in common than you might think! This session is a primer on translating common functions found in both GP and BC. Complete Session Survey Here
Speaker(s)s
Cindy Lu

Project Manager
Technology Management Concepts
Presenter

Mr.  Roland Chi

Marketing Manager
Technology Management Concepts
Presenter

Session Details

How a Consumer Products Giant Leveraged PowerApps Portal to Engage with External Partners?
  • Room:   Lafayette 1 - Convention Center, Mezzanine
  • Session Number:   572
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
How Clarkston helped Consumer Product clients to leverage data as an asset, built user-intuitive dashboards and KPIs that can be easily shared with their external partners via PowerApps Portal. This session will focus on a case study where the overall solution includes integration of PowerBI with PowerApps Portal, and customizations,...
Speaker(s)s
Johnny Nguyen

Senior Consultant
Clarkston Consultant
Presenter

Sivakumar KA

Senior Manager/Director
Clarkston Consulting
Presenter

Session Details

How Engineering Change Management Can Improve Product Management in Dynamics 365 F&O (AX)
  • Room:   Coastal 8 - Convention Center, Level 2
  • Session Number:   390
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
Learn how to capitalize on the features available within the Engineering Change Management module in D365. In this session we will provide an overview of the module and its use case, then dive into the inner workings of the setup and creation of products using these new features. After creating...
Speaker(s)
Tyler Cannon

Senior Technical Consultant
Logan Consulting
Presenter

Session Details

How Much of Your Business Central ERP System are You Utilizing?
  • Room:   Osceola 4 - Convention Center, Level 2
  • Session Number:   856
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
We have all seen the statistics about how much (or how little) we utilize all the capabilities of software in our businesses. Many experts estimate we use less than 30%! Attend this session to learn for yourself what features you could be using and how to can expand your use...
Speaker(s)s
Kim Congleton


Presenter

Session Details

How to Develop a More Resilient Supply Chain with Microsoft Dynamics 365
  • Room:   Coastal 9 - Convention Center, Level 2
  • Session Number:   337
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
Join this session where we’ll explore the latest principles and best practices for supply chain management and where other companies have been successful. You’ll learn how you can identify the areas within your own business to drive change, reduce the risk of shortages, maximize production, increase sales and improve order...
Speaker(s)
Craig Berg

Enterprise Architect, Supply Chain Management
HSO
Presenter

Session Details

Implementing D365 F&O (AX) for a Corporation With Over 100,000 Revenue-Generating Fixed Assets
  • Room:   Coastal 10 - Convention Center, Level 2
  • Session Number:   394
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
Most corporations require implementing fixed assets as part of the project. But how do you successfully upgrade over 100,000 fixed assets when moving from AX 2012 to D365? Learn best practices on converting to BOOKS in D365. Complete Session Survey Here
Speaker(s)
Mr.  Jason Wilson CPA

Functional Solution Architect
Columbus Global
Presenter

Session Details

Importance of Soft Skills in IT
  • Room:   Coastal 2 - Convention Center, Level 2
  • Session Number:   474
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
What are the CHOPS? John Brennan has been in Managed Services for 20 years. During that time, he's seen the people who have the most qualifications struggle and fail, while those with no letters behind their name thrive and grow. As the saying goes: If you want to succeed, you've...
Speaker(s)
John Brennan

Manager of Managed Services
sa.global
Presenter

Session Details

Improving Dynamics 365 F&O (AX) F&SCM Workflow Approvals Using PowerApps
  • Room:   Coastal A - Convention Center, Level 2
  • Session Number:   345
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
Are the users in your organization that need to approve workflows never really in D365? Would e-mail based approvals of workflows help your organization decrease approval times? Utilizing PowerAutomate and the Approval application, workflows in D365 F&O can be completed in a users email without ever needing to open D365....
Speaker(s)
Jonathan Anderson

Director, Solution Architecture
Argano
Presenter

Session Details

Level Up your Power BI Reports!
  • Room:   Lafayette 2 - Convention Center, Mezzanine
  • Session Number:   626
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
Let’s take a look at some of the cool features that will help you make your reports more appealing and add more functionalities. This session is 100% demos: shortcuts, visuals interactions, drilling down/up/through data , custom tooltips, buttons & bookmarks. Complete Session Survey Here
Speaker(s)
Cecilia Brusatori

Founder, Consultant, Trainer
Magna Data inc
Presenter

Session Details

Macros Aren't Just for KETO Diets - Create Dynamics GP Macros with Microsoft Word & Excel
  • Room:   Osceola 1 - Convention Center, Level 2
  • Session Number:   510
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
What if I told you there is a tool already built into GP that will save you from mundane repetitive entry? There is and it has nothing to do with a KETO diet! It’s Macros….a heavily underutilized feature of GP! When used in combination with Microsoft Word and Excel you...
Speaker(s)
Ms  Tamara DeStefano

Director of Financial Operations
Phigenics LLC
Presenter

Session Details

Managing Business Central Cloud Upgrades
  • Room:   Gainesville 2 - Convention Center, Level 2
  • Session Number:   808
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
Worried about the next Business Central upcoming major release? In this session, we will discuss what tools are available from Microsoft and what best practices you should follow to ensure you get the most out of these upgrades as well as reduce effort and risk. Complete Session Survey Here
Speaker(s)
Mathieu Galipeau, P.Eng

Managing Director
LIDD Consultants
Presenter

Session Details

Manufacturing Flushing Concepts in Business Central
  • Room:   Naples 1 - Convention Center, Level 2
  • Session Number:   756
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
Flushing makes consumption of items and capacity entries more efficient. Come learn how to set up flushing within your organization to save time and make reporting more accurate. Complete Session Survey Here
Speaker(s)s
Dave Wiser

President & Lead Consultant
Dynamics Northwest
Presenter

Session Details

Maximize Service Levels and Minimize Inventory Costs in Business Central
  • Room:   Tampa 2 - Convention Center, Level 2
  • Session Number:   730
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
Powered by probabilistic forecasting and advanced analytics, Microsoft can help you make better and faster inventory planning decisions. Learn how to reduce stock-outs and inventory costs by leveraging data-driven decisions. Greg Hartunian, CEO of Smart Software, will show how to plan optimal inventory levels and purchase quantities for thousands of...
Speaker(s)
Mr  Peter Reynolds

Channel Sales Director
Smart Software
Presenter

Session Details

Non-Profit Roundtable for Dynamics GP
  • Room:   St George 104 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   895
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
A round-table interactive session on the best practices of setting up GP for use and reporting by Non-Profits Complete Session Survey Here
Speaker(s)

Session Details

Operation Project Management - Dynamics 365 CRM to the Rescue
  • Room:   Desoto 4 - Convention Center, Mezzanine
  • Session Number:   641
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
During this live demo, users will be lead through a project cycle from sales win to project completion. All within the Dynamics Project Operations module. This includes all aspects of project set-up, resource assignments, milestone tracking, and progress billing. Complete Session Survey Here
Speaker(s)
Brian L. Mullinax

Senior Manager, Application Managed Services
Armanino, LLP
Presenter

Session Details

Our Favorite Tools in the Dynamics 365 CRM (XRM) Toolbox
  • Room:   Lafayette 4 - Convention Center, Mezzanine
  • Session Number:   712
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
Everyone who has administered or configured Dynamics 365 "CRM" for any length of time has used tools from the XRMToolbox to help perform annoying or sometimes otherwise impossible tasks. In our interactive session, the hosts of the Dynamics Hotdish podcast will share some of our all-time favorite tools and demo...
Speaker(s)s
Ashley Steiner, MVP

Independent Consultant
Presenter

Liz McGlennen

Executive Director
TechFluent
Presenter

Session Details

PO-DocuSign Automation - Using Power Automate, DocuSign, and Dynamics 365 F&O (AX) to Automate PO-DocuSign Process
  • Room:   Coastal C - Convention Center, Level 2
  • Session Number:   398
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
During this session, we will demonstrate how to electronically sign PO PDF documents without downloading, printing, scanning, and sending to the approver. Using your available tools, we will show you steps to send the PO document for approval, and, with ONE click, attach the signed document to the PO! Complete Session...
Speaker(s)s
Mr.  kiran Bondugula

Technical Engineer
Long Island Power Authority
Presenter

Ms  Minchy Shaw

Program Manager
Long Island Power Authority
Presenter

Session Details

Power Platform and Dynamics GP Roundtable
  • Room:   St George 106 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   898
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
A round-table and interactive discussion on how to best utilize the amazing new Power Platform specifically with Dynamics GP Complete Session Survey Here
Speaker(s)
Mr.  Brian Lambertz

Business Analyst
Connexus Energy
Presenter

Session Details

Reconcile your Inventory! You troubleshoot it! - Part 3 - Real World Examples
  • Room:   Sarasota 3 - Convention Center, Level 2
  • Session Number:   876
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
Dig into some real world examples where inventory subledger and general ledger where out of balance, Some with so many issues, its hard to know where to begin…. Complete Session Survey Here
Speaker(s)
Kim Dallefeld, MCT, MCP

CEO/Senior Consultant
Dallefeld Consulting
Presenter

Session Details

Self-Service Reporting for NAV/BC on a Shoe-String Budget
  • Room:   Gainesville 1 - Convention Center, Level 2
  • Session Number:   811
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
Business Central captures huge volumes of information, but it’s not always easy to get the answers to your questions. In this session we’ll look at several options for end users to do their own reporting and analysis without breaking the bank. Complete Session Survey Here
Speaker(s)
Mr.  Jason Chance

Solutions Manager
LIDD Consultants
Presenter

Session Details

Stay on Top of your Inventory - Avoid Supplier Issues with Dynamics GP
  • Room:   St George 114 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   527
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
This session will be provided in a panel format, we'll discuss best practices and tips and tricks to insure that your Inventory stays in balance and you have your system configured to help eliminate shortages and delays from providers. Complete Session Survey Here
Speaker(s)s
Ms  Patty Taylor

Director
RSMUS
Moderator

Brenda Niblo

Senior Director
RSM US LLP
Panelist

Shirley Rennie

Director - Business Technology Consulting
RSM US LLP
Panelist

Session Details

The Master Plan - What Should a Planner's "Day in the Life" be like in Dynamics 365 F&O (AX) F&SCM?
  • Room:   Desoto 2 - Convention Center, Mezzanine
  • Session Number:   368
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
What should the day in the life be like for a production, purchase, supply, and/or demand planner in Dynamics 365 Finance and Supply chain management? What forms should they be using? What KPIs are important? What ways can they automate tedious tasks and focus on exceptions, cost-savings, and critical stock...
Speaker(s)
Andrew Lencsak

Director of ERP - East
Argano
Presenter

Session Details

The Most Common Dynamics GP Support Issues and How to Fix Them Yourself
  • Room:   Osceola 3 - Convention Center, Level 2
  • Session Number:   528
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
The panel will cover various support issues experienced in GP and how they can be resolved by a GP Super User. We will provide a live presentation of each support issue and go through the steps necessary to troubleshoot and resolve it without needing to involve others. We will discuss...
Speaker(s)
Ms  Beth Riley

Supervisor - Dynamics GP
RSM
Presenter

Session Details

Turn your Business Central Data all Around Using Power Query and Pivot Tables
  • Room:   Sarasota 1 - Convention Center, Level 2
  • Session Number:   760
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
Excel and BC work well together. This session is going to dive into that relationship and explore using Power Query and pivot tables with BC data. It will show you how to pull in different types of data and combine them for reporting. Learn how to create dashboards in Excel,...
Speaker(s)
Mr.  Charles Allen

Senior Consulting Manager
FORVIS
Presenter

Session Details

User-Enabled Ad-Hoc Reporting for Dynamics 365 and Power Platform
  • Room:   Lafayette 5 - Convention Center, Mezzanine
  • Session Number:   586
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
With the November 2022 release of Azure Data Lakes for D365 F&SCM access to data has expanded and ad-hoc reporting is evolving. The new ADL means faster and better access to D365 data, but how you build your ad-hoc reporting has new options and can be wider than ever. Microsoft...
Speaker(s)s
Jason Carter

Senior Solutions Engineer insightsoftware
insightsoftware
Presenter

Peter Jennings

AX/D365 Practice Lead insightsoftware
insightsoftware
Presenter

Session Details

Utilizing Consolidations and Eliminations in Dynamics 365 F&O (AX) to Improve Reporting Visibility/Capabilities
  • Room:   Osceola B - Convention Center, Level 2
  • Session Number:   400
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
Consolidations and eliminations allow companies to combine financial data to report on financial statements from a global perspective. This demo will show how to configure/conduct consolidations and eliminations and generate reporting using Management Reporter. Complete Session Survey Here
Speaker(s)
Chris Rusing

Senior Consultant
Logan Consulting
Presenter

Session Details

What’s New with Power Apps Portals (aka Power Pages)
  • Room:   Suwannee 2 - Convention Center, Mezzanine
  • Session Number:   696
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
It seems like the Power Platform is changing every day, and the Portals offering is no different! Join MVP Nick Hayduk, whose firm Engineered Code helps Microsoft partners all over the world implement Portals, as he covers the newest features, including the new Power Pages, the updates to the Web...
Speaker(s)
Nicholas Hayduk

President, Software Engineer
Engineered Code Consulting Inc.
Presenter

Session Details

What’s up with all the Buzz about Supply Chain? Top Issues Facing Distributors and Manufacturers Using Business Central, Finance & Supply Chain, and GP
  • Room:   Osceola A - Convention Center, Level 2
  • Session Number:   782
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
Prior to 2020, the term Supply Chain only resonated with professionals responsible for logistics and planning in manufacturing and distribution industries. In the span of 2 years, Supply Chain has been thrust into the mainstream vocabulary of every individual who has had to wait for the delivery of a package,...
Speaker(s)
Jeffrey Porter

CMO
StockIQ Technologies
Presenter

Session Details

You're Live! Now What? How to Continue Transformation Post-Implementation
  • Room:   Coastal 1 - Convention Center, Level 2
  • Session Number:   448
  • Wednesday, October 12, 2:00 PM - 2:45 PM
  • Track(s) 
Much focus, resources and planning are built into enterprise implementation projects. Diverse teams come together to tackle huge challenges, all with the focus on a successful go-live. What happens AFTER go-live? Where does all that momentum on elevating efficiency and effectiveness go? Let’s share stories and discuss a simple blueprint...
Speaker(s)
Tracy Bourgoine— PMP, CBAP & Prosci® Change Practitioner

Senior Change Management Consultant
Argano
Presenter

Session Details

Wednesday, October 12
2:00 PM - 3:00 PM

Moving from Software Dev to Dynamics 365 CRM Dev
  • Room:   Desoto 1 - Convention Center, Mezzanine
  • Session Number:   636
  • Wednesday, October 12, 2:00 PM - 3:00 PM
  • Track(s) 
The Dynamics365 developer ecosystem is a vibrant, yet insular community when it comes to the world of programming. Often software developers moving to D365 might not know what to expect. This session will cover some tips and tricks for getting up to speed with Dynamics, as well as common tools...
Speaker(s)
John Yenter-Briars

Software Engineer
Root16
Presenter

Session Details

Wednesday, October 12
2:00 PM - 3:30 PM

Replace Your Dialogs: Integrate Canvas Apps into Dynamics 365 CRM
  • Room:   Desoto 5 - Convention Center, Mezzanine
  • Session Number:   664
  • Wednesday, October 12, 2:00 PM - 3:30 PM
  • Track(s) 
Canvas Apps can significantly extend the functionality Dynamics 365 CE as well as Model-Driven Apps built on the Dataverse. Perhaps more importantly, both Dialogs and Task Flows are deprecated and may no longer be available in future versions. In this session we will look at a few common Dialog and...
Speaker(s)
Patrick Wright

Senior Solution Architect
C5 Insight
Presenter

Session Details

Throwing Colocation out the Window; How a Geographically Diverse Dynamics 365 CRM Agile Team Drives Innovation/ROI
  • Room:   Citrus - Convention Center, Level 2
  • Session Number:   552
  • Wednesday, October 12, 2:00 PM - 3:30 PM
  • Track(s) 
This member showcase presented by the CRM Team at Ascensus will cover tips and lessons learned from having years of experience working remotely. In today’s post-pandemic world, many firms are still working remotely, and this session will offer invaluable insights from a team who has been working remotely for years....
Speaker(s)s
Dan Madden

Director, CRM
Ascensus
Moderator

Amanda Germann

Business Analyst
Ascensus
Presenter

Jay Murphy

Senior Product Administrator - CRM
Ascensus
Presenter

John Garcia

Senior Software Engineer
Ascensus
Presenter

Jon Randall

Application Architect
Ascensus
Presenter

Karen Shiver


Presenter

Monica Stehr

Product Owner
Ascensus
Presenter

Stephanie Conklin

Senior Software Quality Analyst
Ascensus
Presenter

Steven Powers


Presenter

Tatjana Taleff, MBA SheHerHers

Product Administrator
Ascensus
Presenter

Session Details

Wednesday, October 12
2:00 PM - 4:00 PM

Tech Medic Desks Open
  • Room:   Convention Center, Level 2
  • Session Number:   1029
  • Wednesday, October 12, 2:00 PM - 4:00 PM

Session Details

Wednesday, October 12
2:15 PM - 2:30 PM

Nodus Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Wednesday, October 12, 2:15 PM - 2:30 PM
Speaker(s)
Fauwaz Hussain

Sr. Director, B2B Sales
Nodus | EVO Payments
Presenter

Session Details

Wednesday, October 12
2:30 PM - 3:30 PM

Afternoon Break
  • Room:   Osceola CD Foyer - Convention Center, Level 6
  • Session Number:   1114
  • Wednesday, October 12, 2:30 PM - 3:30 PM
Refreshing Beverage Break

Session Details

Wednesday, October 12
2:45 PM - 3:00 PM

KwikTag by enChoice Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Wednesday, October 12, 2:45 PM - 3:00 PM
Speaker(s)
Mary Miller

Director, Marketing & Channel
KwikTag by enChoice
Presenter

Session Details

Wednesday, October 12
3:00 PM - 3:15 PM

Experlogix Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Wednesday, October 12, 3:00 PM - 3:15 PM
Speaker(s)
Beth Thornton

CRO
Experlogix
Presenter

Session Details

Wednesday, October 12
3:00 PM - 4:00 PM

5 ways Power BI will Transform and Simplify Your GP Security Reporting and Auditing
  • Room:   Osceola 1 - Convention Center, Level 2
  • Session Number:   497
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
In this session we will discuss the key building blocks, steps, and techniques used to create an informative, always-on and accessible set of GP Security dashboards every GP environment should have. We'll demonstrate how GP Security dashboarding saves money (and time!) on compliance costs and brings simplicity to an otherwise...
Speaker(s)
Mr.  David Laster

Director | Software Solutions (GP/BC/PBI)
GraVoc
Presenter

Session Details

50 GP Security Tips in 50 Minutes for Dynamics GP
  • Room:   Osceola 2 - Convention Center, Level 2
  • Session Number:   512
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
This is a fast-paced session covering specific recommendations to improve security in Dynamics GP. Most of the recommendations are designed to be implemented quickly and come from experience with customers in real environments. Complete Session Survey Here
Speaker(s)

Session Details

A Beginner’s Guide to Custom Connectors in the Power Platform
  • Room:   Lafayette 2 - Convention Center, Mezzanine
  • Session Number:   593
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
The Power Platform offers a large number of connectors that can be easily used in both Power Apps and Power Automate, both from Microsoft and from 3rd parties. But what if we want to consume other products that have their own APIs, and even internal APIs owned by our clients...
Speaker(s)
Fausto Capellan Jr

Consultant
PowerApps911
Presenter

Session Details

A Business Central Cornucopia: Reporting, Emailing, APIs, and Performance
  • Room:   Sarasota 3 - Convention Center, Level 2
  • Session Number:   752
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Business Central is ever evolving. Learn about important changes, like the new email engine, and see how to use APIs in this session covering an abundance of topics: - How to use Excel reports in BC - How to use Report extensions with BC - Changes to emailing engine in...
Speaker(s)
Mr.  Saurav Dhyani MVP, MCT

Technical Futurist
ArcherPoint Inc
Presenter

Session Details

A Deep Dive into Dataverse Integration with Business Central
  • Room:   Naples 3 - Convention Center, Level 2
  • Session Number:   806
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
We all know that Microsoft has an out of the box integration between Dataverse and Business Central. But what does that mean? What's included? How flexible is it? In this session we will review exactly what the integration offers, how much of it you can change, and what options are...
Speaker(s)
Chris Hanson

Product Manager
eOne Integrated Business Solutions
Presenter

Session Details

A Look at D365 F&O (AX) WIP Project Reporting: Budget vs. Actual
  • Room:   Coastal 2 - Convention Center, Level 2
  • Session Number:   413
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Budgeting and tracking project WIP are topics where companies often face difficulties. In this educational session, we’ll look at the options for managing budgets in Dynamics AX/D365 Project Management and Accounting. We’ll demonstrate solutions for tracking project WIP reporting for service-oriented organizations, and more specifically, budget vs actual hours and...
Speaker(s)
Judi Irion

Business Analyst/Project Manager
Ellipse Solutions, LLC.
Presenter

Session Details

A Peek Under the Hood for Inventory Types in Business Central. Should I use Resources Instead?
  • Room:   Gainesville 2 - Convention Center, Level 2
  • Session Number:   786
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Do you wonder how Inventory Types (Inventory, Non-inventory, Service) on the Item card behave and what are some of the intricate details on which type to use? Do you get the same transactional information with Resources? When are Resources a better choice? We will have an informative discussion giving you...
Speaker(s)
Ms  Telka Clem

SR Consultant/SA D365
Western Computer
Presenter

Session Details

Accelerate Demand Forecasting by Overcoming the Manual Process in Business Central
  • Room:   Sarasota 2 - Convention Center, Level 2
  • Session Number:   796
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Efficiently plan for growth and cost-effectively meet consumer demand. An accurate forecast is critical to providing precise promise dates and deliver on time to customers. In this session, learn strategies on how to import a demand forecast in Business Central. Complete Session Survey Here
Speaker(s)
Mr.  Michael Dionisi

Senior Solution Analyst
LIDD Consultants
Presenter

Session Details

BC/NAV Admin - Ask the Experts
  • Room:   Naples 2 - Convention Center, Level 2
  • Session Number:   846
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
This is an Rountable discussion for NAV/BC Experts to ask any questions or guidance on your NAV/BC implementation or use.
Speaker(s)s
Cliff McDaniel

Director of Operations
John H. Carter Co., Inc.
Presenter

Cynthia Priebe

Senior Trainer and Consultant
New View Strategies
Presenter

Dave Wiser

President & Lead Consultant
Dynamics Northwest
Presenter

Lewis Rosenberg

IT Manager
Mars Fishcare/Mars Horsecare
Presenter

Session Details

Bionic Sales Meetings: Better, Faster and Stronger with Dynamics 365 CRM for Sales
  • Room:   Lafayette 5 - Convention Center, Mezzanine
  • Session Number:   652
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
If Sales Managers are not using CRM to manage their sales meetings yet, then you're not getting nearly enough out of your Dynamics 365 for Sales investment. In this session we will explore the three stages of using CRM for sales meetings, driving improvement through both 1-on-1 and team meetings,...
Speaker(s)
Geoff Ables

Managing Partner
C5 Insight
Presenter

Session Details

Business Central AL Development 201
  • Room:   Tampa 3 - Convention Center, Level 2
  • Session Number:   814
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
In this session, you’ll learn how to work in today’s co-development environments. You’ll get best practices for source control, understand how to do builds via a structured release process, coding best practices, and deploying customizations to your BC system. Complete Session Survey Here
Speaker(s)
Mr.  Mohana Yadav

Technology Specialist
ArcherPoint
Presenter

Session Details

Business Central Service Management for Beginners
  • Room:   Gainesville 1 - Convention Center, Level 2
  • Session Number:   778
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Service Management is included with Business Central premium licenses and allows companies to track customer service, invoice for service provided, and create service contracts for preventative maintenance. During this presentation I will talk about the main setups that go into configuring Service Management and how this area can be used...
Speaker(s)
Connor McNamara

Business Central Solution Architect
Wipfli LLP
Presenter

Session Details

Business Central-Just the Basics! Posting Flows Unraveled
  • Room:   Orange Blossom - Hotel, Emerald Bay, Atrium Level
  • Session Number:   741
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
The posting flows within BC are unique and wonderful. But whether you are coming from NAV, GP, or some other ERP system onto BC, understanding the posting flows is imperative to your successful implementation. We will walk thru the basics, pitfalls, and best practices so that you can be best...
Speaker(s)
Ms  Sandy Wickman

Senior Business Consultant
LBMC Technology Solutions
Presenter

Session Details

Change is hard. But moving from On-Premises to the Cloud doesn’t have to be with Business Central.
If your organization runs on-premises Dynamics GP, SL or NAV, moving to the Cloud can feel daunting, even when advantages clearly outweigh maintaining existing platforms. The reality is there are new migration tools and Cloud hosting alternatives to ease this transition. Join us to discover the options our clients have...
Speaker(s)s
Chad Sogge

EVP - Enavate Partner Services
Enavate
Presenter

Chris Lavelle

Vice President, Strategy
Enavate
Presenter

Session Details

Clash of the Business Central Titans: Manufacturing (Operations) vs Finance
  • Room:   Destin 1 - Convention Center, Level 2
  • Session Number:   810
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Operations and Finance often find themselves on opposite ends of the same problem. In this session, we’ll discuss the goals of each team and learn the impact of their decisions on the other. Learn how these two teams collaborate to accomplish company goals and objectives. Complete Session Survey Here
Speaker(s)s
Amanda Mayer

Director of Finance
LIDD Consultants, Inc.
Presenter

Mr.  Jason Chance

Solutions Manager
LIDD Consultants
Presenter

Session Details

Confessions of a Diehard NAV Consultant: 5 Things to Love About Business Central
  • Room:   Coastal 3 - Convention Center, Level 2
  • Session Number:   750
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Making the move from Dynamics NAV to Business Central can cause angst amongst Navision and Dynamics NAV users, but the long-term benefits outweigh the short-term change management. Come learn the top things this diehard NAV consultant LOVES about Business Central that you won’t find in your old version of NAV. Complete...
Speaker(s)
AJ Ansari

COO
DSWi
Presenter

Session Details

Creating a Power BI UX Go-Live Checklist
  • Room:   Lafayette 4 - Convention Center, Mezzanine
  • Session Number:   628
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Some might say that how you construct and visualize your data is the final 5% of a Power BI report build. However, without it, the previous 95% can completely go to waste. Shedding light on user experience in data analytics will streamline report building and increase user adoption. In this...
Speaker(s)
Nina Kortas

Senior Analytics Consultant
Wipfli LLP
Presenter

Session Details

Democratizing & Accelerating AI Through Azure Machine Learning and the Power Platform
  • Room:   Suwannee 3 - Convention Center, Mezzanine
  • Session Number:   629
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Learn the current state of affairs as it relates to Artificial Intelligence in the Microsoft space. We'll cover things like Azure Machine Learning, AI Builder, Cognitive Services, and how to connect each of these tools with PowerApps. Complete Session Survey Here
Speaker(s)
Sheila Shahpari

Founder/CEO
Paritta Group Inc.
Presenter

Session Details

Digital Transformation with Business Central: It's Real and It's Spectacular
  • Room:   Sarasota 1 - Convention Center, Level 2
  • Session Number:   815
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Digital Transformation? Do you feel left behind? There’s good news: applying technology to drive innovation and process improvement can be inexpensive, easy to start, and dare we say it, fun. HaF Equipment decided in 2018 the status quo should change and initiated their own digital transformation, adopting BC and other...
Speaker(s)s
Kim Selle

Business Analyst
HaF Equipment
Presenter

Mark Christie

Manager
Wipfli
Presenter

Mark Rhodes

Partner Account Manager
Continia
Presenter

Session Details

Dynamics 365 CRM ODATA and You: A Friendly Guide to Querying Data in Dataverse and beyond
  • Room:   Desoto 2 - Convention Center, Mezzanine
  • Session Number:   715
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Sometimes when we build a flow, we need to fetch records that match certain conditions. How do you do this? You can build a flow that fetches everything or if you use OData, you can fetch only the records you need! In this session, you'll learn the quirks and features...
Speaker(s)
Nick Hance

bit.ly/summit22-schedule -- much faster schedule!
Reenhanced
Presenter

Session Details

Dynamics 365 F&O (AX) Implementations – Secrets to Lower Costs and Move Faster
  • Room:   Coastal 6 - Convention Center, Level 2
  • Session Number:   382
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
D365 F&O ERP Implementations are highly complex. Balancing budget, scope, timeline, and resources are exceedingly difficult when designing an end-to-end solution impacting many business functions. This session will be focused on tactical, realistic ways to lower your costs and move faster toward go-live. If you are starting a project or...
Speaker(s)
Staci Kimmell

Managing Director
Crowe LLP
Presenter

Session Details

Dynamics GP User to Superhero
  • Room:   St George 108 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   691
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Join Amber Bell from Training Dynamo as she shows you some of her favorite tips and tricks for Microsoft Dynamics GP! You will walk out with x-ray vision into GP Setup, and GP Transaction history. Complete Session Survey Here
Speaker(s)
Amber Bell

Founder and Chief Training Officer
Training Dynamo
Presenter

Session Details

Every Little Difference between Dynamics GP and Business Central, Part 2
  • Room:   Osceola 5 - Convention Center, Level 2
  • Session Number:   821
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Working in Dynamics GP compared to Business Central is not at all a 1-1 experience. If you are considering an eventual move to Business Central from GP, this session series is a must! Part 2 of this session series dives into yet more differences between GP and BC, like Finances,...
Speaker(s)s
Janelle Riley

CEO
Syvantis Technologies, Inc.
Presenter

Todd Froemming

Vice President of Consulting Services
Todd Froemming
Presenter

Session Details

Excel Shootout
  • Room:   Palm Beach - Hotel, Emerald Bay, Atrium Level
  • Session Number:   890
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Three people bring their Excel knowledge for a challenge to see who has the best tips. Learn Excel tips and tricks in this fun and interactive competition.  Complete Session Survey Here
Speaker(s)
Zubin Gidwani

Founder
Dynamic Budgets
Presenter

Session Details

Exporting Data out of the Dataverse into Azure Synapse
  • Room:   Desoto 3 - Convention Center, Mezzanine
  • Session Number:   601
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
With the new ability to export data from the Dataverse directly into Azure Synapse, getting data to end users to build reports is faster than ever. During this demo, we'll demonstrate the method for data extraction as well as tips and tricks to make the process easier. Complete Session Survey Here
Speaker(s)
Dena Wilson

Manager, Digital and Data Services, Data Analytics
RSM US LLP
Presenter

Session Details

Extended Manufacturing Functions for Dynamics GP
  • Room:   St George 112 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   518
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Take GP manufacturing up a notch. Expand your functionality beyond basic BOMs and routes and MO processing. Content will be just above beginner level, but beginners will gain insight into what GP's manufacturing really has to offer. We'll explore things such as module linking, automatic generation, outsourcing, MRP possibilities, utilities,...
Speaker(s)
Ms  Aleiha Hanson

ERP Consultant II
Heartland Business Systems
Presenter

Session Details

Field Service that Fits Like a Glove for Dynamics 365 F&O (AX)
  • Room:   Coastal 7 - Convention Center, Level 2
  • Session Number:   387
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
This session will show you how Dynamics 365 Field Service can be used alongside Finance & Operations. We will cover common integration methods, challenges and solutions. We will also show how the functionality available in Field Service complements your ERP system. Complete Session Survey Here
Speaker(s)s
Mr.  Arush Kuthiala

Consultant - D365
Western Computer
Presenter

Ms  Tanya Regna

Engagement Manager
Western Computer, Inc.
Presenter

Session Details

Hackers and Phishers and Link Clickers, Oh My!
  • Room:   St George 106 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   688
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
• Why 8-character passwords won’t protect you and what to do about it • Why forcing password changes every XX days is a waste of time • How to protect your data on public hotspots • Which mobile devices are secure… and which ones are NOT • How to spot a fake email (hint:...
Speaker(s)
Chris Dobkins


Njevity
Presenter

Session Details

Harmonize Lead Generation in D365 CE (CRM): Marketing Demand Gen vs. Sales Lead Nurturing
  • Room:   Escambia - Convention Center, Mezzanine
  • Session Number:   648
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
You need to harmonize lead data in D365 with marketing demand generation. But with hundreds of tools that integrate into D365 CE/CRM, how can you facilitate a seamless interaction? Join Blythe Morrow to learn how sales and marketing can work together to better grow revenue numbers. What are the rules...
Speaker(s)
Ms  Blythe Morrow

Managing Director
Paper Sword B2B
Presenter

Session Details

Introduction to Expense Management and the New Mobile Workspace in Dynamics 365 F&O (AX)
  • Room:   Coastal 8 - Convention Center, Level 2
  • Session Number:   391
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
The Expense Management module has a new and improved mobile workspace. This session will include an overview of the functionality available. Complete Session Survey Here
Speaker(s)
Ms  Sandra Hays

Senior Director
Logan Consulting
Presenter

Session Details

Let’s Make Lots of Money- Revenue and Expense Deferrals for Dynamics GP
  • Room:   St George 102 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   541
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
"I've got the brains, You've got the looks, Let's make lots of money"- from opportunities Pet Shop Boys •Do you have Prepaid expenses? Let GP defer that expense for you. •Do you have Revenue Recognition requirements? Get out of Excel and process your revenue recognition schedules •Discuss ASC606 compliance •We'll discuss the pros and...
Speaker(s)
Kitty Geiger

Manager Consulting
RSM
Presenter

Session Details

Let's Build a SmartList Export Solution with Dynamics GP
  • Room:   Osceola 3 - Convention Center, Level 2
  • Session Number:   514
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Did you know you can export data from SmartList and have Excel automatically format that data for you? Well you can and in this session we'll walk through an example of just that. Complete Session Survey Here
Speaker(s)
Windi Epperson

Director of Research & Development
PowerGP Online
Presenter

Session Details

Microsoft Dynamics 365 F&O's (AX) Most Valuable Professional Roundtable
  • Room:   Coastal A - Convention Center, Level 2
  • Session Number:   365
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Have you ever had a question you wanted to ask a Microsoft Most Valuable Professional (MVP) but didn't have the opportunity? Now you do! Join this session to have a face to face chat with numerous North American D365FO Microsoft MVPs as we go over what the Microsoft MVP program...
Speaker(s)s
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
Presenter

Session Details

Power Apps in the Real World
  • Room:   Suwannee 4 - Convention Center, Mezzanine
  • Session Number:   1097
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
All levels welcome. Take a journey with MVP Chris Cognetta, where he has deployed several apps in Real-world scenarios. Take concepts, best practices/tips and your business challenges, and come out inspired to build your own apps. Most attendees are motivated/encouraged enough to build their very first app the same day. Complete...
Speaker(s)
Chris Cognetta

Chief Technology and Innovation Officer
congruentX
Presenter

Session Details

Power BI: It's Not Just for Data Nerds
Ever wonder how your organization can use Power BI?  Come learn about Power BI and how to access your Dynamics 365 Business Central data.  We'll cover how to build basic reports and dashboards and have fun while doing it! Complete Session Survey Here
Speaker(s)
Rod O'Connor

Jack of all trades
eOne Integrated Business Solutions
Presenter

Session Details

Power Platform Machine Learning in 60 Minutes
  • Room:   Coastal 4 - Convention Center, Level 2
  • Session Number:   685
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Complete Session Survey Here
Speaker(s)
Michael Simms

VP - Digital Advisory
Columbus Global
Presenter

Session Details

Preparing your Team for Data Migration to Dynamics 365 F&O (AX)
  • Room:   Coastal 10 - Convention Center, Level 2
  • Session Number:   377
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Data migration is a journey that must be thoughtfully planned and executed. A successful journey includes defining the destination, identifying the starting point, planning the route in advance, and tracking the progress. This session will include discussions on creating a successful data migration strategy, the importance of correctly analyzing the...
Speaker(s)
Jessica Veltheim

Data Architect
Armanino LLP
Presenter

Session Details

Quick and Easy Advanced Warehousing for Dynamics 365 F&O (AX)
  • Room:   Coastal C - Convention Center, Level 2
  • Session Number:   372
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Do you hear the term Advanced Warehousing and think it's way too complicated for your business, but it sure would be cool to use a mobile device? Come learn how to simplify Advanced Warehousing to get the benefits of using the mobile device without taking hours to configure it. Whether...
Speaker(s)
Jessica Vaughn

Sr Principal Consultant
Argano
Presenter

Session Details

Quote to Cash Made Easy in NAV/BC
  • Room:   Naples 1 - Convention Center, Level 2
  • Session Number:   865
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Automate your cash cycle from customer onboarding to collecting cash, 10 ways to automate your processes and get paid faster.  Complete Session Survey Here
Speaker(s)
Ms  Shannon Mullins

Microsoft MVP, CRO, Partner
Accelerynt, Inc.
Presenter

Session Details

Sales Dashboards that Make a Difference with D365 CE (CRM)
  • Room:   Lafayette 1 - Convention Center, Mezzanine
  • Session Number:   662
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Remember your demo of Dynamics 365? The dashboards looked so helpful, intuitive and even exciting? But a few years in, they aren't as useful as you had thought, creating new ones is frustrating, and maybe they've become overly complicated. In this session, you will learn how to fix all of...
Speaker(s)
Tricia Desso-Cox

Managing Director
C5 Insight
Presenter

Session Details

Sealing the Deal with the Deal Manager in Dynamics CE (CRM)
  • Room:   Suwannee 1 - Convention Center, Mezzanine
  • Session Number:   670
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Working with your sales pipeline at a high level in a dedicated workspace is now more insightful with the new Deal Manager. Complete Session Survey Here
Speaker(s)
Ms  Mealanie Phillion

D365 Solution Architect
Ludia Consulting
Presenter

Session Details

Service 201 - Roping and Riding Your Service Management Problems in Business Central
  • Room:   Tampa 2 - Convention Center, Level 2
  • Session Number:   775
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Y’all know the basics but this session cover Warranties, Service Contracts & Walk-ins. Warranties mean different things to different businesses. Providing warranty for things you manufacture requires different reporting requirements than providing warranty for things you purchased from the manufacturer. We will review processing Service Orders for both types of...
Speaker(s)
Robb Delprado

Senior Trainer and Consultant
New View Strategies
Presenter

Session Details

Smooth Operations - Tips and Tricks for Dynamics GP Year End Close
  • Room:   Osceola 4 - Convention Center, Level 2
  • Session Number:   523
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Whether your fiscal year is a calendar or otherwise, this session will offer tips and tricks for achieving a smooth year end close outcome. We will discuss the proper order and timing considerations for closing the General Ledger, Accounts Payable, Accounts Receivable and Fixed Assets modules, along with a demo...
Speaker(s)
Shirley Rennie

Director - Business Technology Consulting
RSM US LLP
Presenter

Session Details

SQL: Useful Code Projects for Dynamics GP
  • Room:   St George 114 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   502
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
What to learn some SQL code while gaining some useful code? You're at the right place! This session will walk through some SQL usage scenarios. Topics will include create unique views for reporting, automating maintenance and other jobs, and emailing reports with an HTML table embedded. Samples used during this...
Speaker(s)
John Kirsch

Dynamics GP Product Lead
sa.global
Presenter

Session Details

Surviving the War: When Power Platform Online Apps Become Real Life Solutions
  • Room:   Osceola A - Convention Center, Level 2
  • Session Number:   613
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
The war in Ukraine was an unforeseen and unexpected event- individuals’ lifestyles & safety became a concern that needed to be monitored daily. What should be the first step in implementing an app into a real-life scenario? How should you shift priorities on a day-to-day basis? In this session, Enavate...
Speaker(s)s
Jennifer Ranz

Product POD Leader
Enavate
Presenter

Kevin Armstrong

Global Enterprise Strategy Leader
Enavate
Presenter

Session Details

The Job Costing Module in Dynamics 365 Business Central
  • Room:   Destin 2 - Convention Center, Level 2
  • Session Number:   727
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Discussion of how to setup and use the Job Costing functionality in BC for Essentials. Learn how to setup jobs and transact and report on your jobs in Dynamics BC Complete Session Survey Here
Speaker(s)
Ms  Jo deRuiter

Director Business Applications
Aisling Dynamics
Presenter

Session Details

The Power of Commerce in Dynamics 365 F&O (AX)
  • Room:   Coastal 9 - Convention Center, Level 2
  • Session Number:   961
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
As more and more businesses move into the digital world, the ability to purchase products from an online store is becoming more of a necessity than the luxury it was in the past. Both B2B and B2C companies are looking to create online ecommerce experiences for their customers to purchase...
Speaker(s)s
Brion Reusche


Presenter

Kim Fielden

Project Manager / Business Analyst
Ellipse Solutions
Presenter

Session Details

Tips and Tricks for Managing the Low-Code Portion of Complex Canvas Apps
  • Room:   Suwannee 2 - Convention Center, Mezzanine
  • Session Number:   1025
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
In this tips and tricks session, learn how to organize and manage Canvas Apps with extremely large amounts of "low code". Complete Session Survey Here
Speaker(s)
Daryl LaBar

MVP - President
Gap Integrity
Presenter

Session Details

Utilizing Dynamics 365 F&O (AX) Fixed Asset Leasing to Automate Financial Transactions
  • Room:   Osceola B - Convention Center, Level 2
  • Session Number:   402
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Asset leasing is its own module in D365 that is built for managing, tracking, and automating financial transactions for leased assets. This module integrates with these other modules, fixed assets, accounts payable and general ledger. This demo will show how to configure a create a lease, associate fixed assets with...
Speaker(s)
Chris Rusing

Senior Consultant
Logan Consulting
Presenter

Session Details

What’s New THIS YEAR in Dynamics GP 18.x
  • Room:   Osceola CD - Convention Center, Level 2
  • Session Number:   679
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Let's go deep into the release Microsoft is shipping this year. Complete Session Survey Here
Speaker(s)
Terry Heley

Escalation Engineer
Microsoft
Presenter

Session Details

Work Order Completion Survey Building Using Dynamics 365 CRM Customer Voice and Power Automate
  • Room:   Desoto 5 - Convention Center, Mezzanine
  • Session Number:   673
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Want feedback from customers after a completed Work Order? This session covers creating custom Work Order completion surveys with D365 Voice. Learn to create custom surveys with Customer Voice and send surveys to customers using Power Automate. We will also discuss how Work Order Completion surveys are beneficial. Complete Session Survey...
Speaker(s)
Ms  Morayo Allibalogun

Jr. D365 Analyst
Ludia Consulting
Presenter

Session Details

Working with Base Dynamics 365 Business Central Warehouse
  • Room:   Osceola 6 - Convention Center, Level 2
  • Session Number:   851
  • Wednesday, October 12, 3:00 PM - 4:00 PM
  • Track(s) 
Your customers need a Warehousing solution. You are rolling out Dynamics 365 Business Central but not sure what it does or can do. Come to this session to see what Basic Warehousing offers and discuss next steps to Advanced. We will also round out the discussion with Warehousing ISV Add-on’s Complete...
Speaker(s)
Mr.  Steven Chinsky

Manager - Operations & Supply Chain
Wipfli
Presenter

Session Details

Wednesday, October 12
3:15 PM - 3:30 PM

k-eCommerce Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Wednesday, October 12, 3:15 PM - 3:30 PM
Speaker(s)
Shawn Walls

Vice President of Sales
Avalara
Presenter

Session Details

Wednesday, October 12
3:30 PM - 3:45 PM

VersaPay Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Wednesday, October 12, 3:30 PM - 3:45 PM
Speaker(s)s

Session Details

Wednesday, October 12
3:45 PM - 4:00 PM

Greenshades Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Wednesday, October 12, 3:45 PM - 4:00 PM
Speaker(s)
David Rosas

President, Co-Founder
Greenshades
Presenter

Session Details

Wednesday, October 12
4:00 PM - 4:15 PM

Pelorus Technology Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Wednesday, October 12, 4:00 PM - 4:15 PM
Speaker(s)

Session Details

Wednesday, October 12
4:15 PM - 4:30 PM

Leapwork Legends Theater Presentation
  • Room:   Expo Floor - Convention Center, Level 1, Legends Theater
  • Wednesday, October 12, 4:15 PM - 4:30 PM
Speaker(s)
Alexandra Coptil

Chanel Sales Engineer
Leapwork
Presenter

Session Details

Wednesday, October 12
5:00 PM - 7:00 PM

Evening Celebration
Let's honor our #WeStandForUkraine official charity at Summit NA with a special guest. Let's celebrate our newest Legends award winners Let's give away the SummitLand Prizes. Don't miss your change to win some pretty cool prizes!

Session Details

Thursday, October 13
7:00 AM - 9:00 AM

Coffee Break
  • Room:   Osceola CD Foyer - Convention Center, Level 2
  • Session Number:   1115
  • Thursday, October 13, 7:00 AM - 9:00 AM
Morning Coffee

Session Details

Registration Open
  • Room:   Convention Center, Level 2, City Hall Lobby
  • Session Number:   987
  • Thursday, October 13, 7:00 AM - 9:00 AM
  • Track(s) 
Convention Center, Level 2, City Hall Lobby

Session Details

Thursday, October 13
8:00 AM - 9:00 AM

Planning Committee Gratitude Breakfast (Invitation Only)
  • Room:   Miami - Convention Center, Level 2
  • Session Number:   1103
  • Thursday, October 13, 8:00 AM - 9:00 AM

Session Details

Thursday, October 13
8:00 AM - 12:00 PM

ACADEMY - Creating Awesome Reports with SmartList Builder for Dynamics GP
  • Room:   Emerald 3 - Hotel, Emerald Bay, Lower Level
  • Session Number:   949
  • Thursday, October 13, 8:00 AM - 12:00 PM
  • Track(s) 
--- NOTE: This class is part of the Academy series of classes and requires a separate registration from Summit attendee registration.---- This class will teach you how to create new SmartList Reports using SmartList Builder. You will learn how to create new reports based on templates, SQL Views, tables, and copies...
Speaker(s)
Amber Bell

Founder and Chief Training Officer
Training Dynamo
Presenter

Session Details

ACADEMY - Security and Permissions in Business Central
  • Room:   Emerald 6 - Hotel, Emerald Bay, Lower Level
  • Session Number:   969
  • Thursday, October 13, 8:00 AM - 12:00 PM
--- NOTE: This class is part of the Academy series of classes and requires a separate registration from Summit attendee registration.---- The proper setup and administration of security and permissions within Microsoft Dynamics 365 Business Central / NAV can make all the difference. Get it right and you as the system...
Speaker(s)s
Cari Corozza

Consultant and Trainer
New View Strategies
Presenter

Cynthia Priebe

Senior Trainer and Consultant
New View Strategies
Presenter

Session Details

Thursday, October 13
9:00 AM - 9:45 AM

10 Ways to Automate Business Central Manufacturing to Improve Efficiency
  • Room:   Tampa 3 - Convention Center, Level 2
  • Session Number:   867
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
In this session, I will discuss 10 real use cases of how you can create efficiency in outdated processes and make the most of your BC investment, including using apps and free tools available on the platform.  Complete Session Survey Here
Speaker(s)
Ms  Shannon Mullins

Microsoft MVP, CRO, Partner
Accelerynt, Inc.
Presenter

Session Details

Advanced Warehousing 101 for Business Central
  • Room:   Naples 2 - Convention Center, Level 2
  • Session Number:   905
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Learn about the different warehouse configuration options. Learn more about Bins, Zones… Complete Session Survey Here
Speaker(s)
Mr.  Dennis Mahon

Principal Business Analyst
Ground Works
Presenter

Session Details

An inside look at the Human Resources infrastructure merge for Dynamics 365 F&O (AX)
  • Room:   Coastal 1 - Convention Center, Level 2
  • Session Number:   352
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
In this session, we will discuss the process for migrating your Dynamics 365 Human Resources environment to the Finance and Operations apps infrastructure. We will explain what to expect during the migration, and the steps required to migrate. We'll look at how to plan your cutover and testing strategy for...
Speaker(s)s
Anne Krupke

Senior Solution Architect
Microsoft
Presenter

Rachel Profitt

Senior FastTrack Solution Architect
Microsoft
Presenter

Session Details

BC/NAV Finance - Ask the Experts
  • Room:   Osceola B - Convention Center, Level 2
  • Session Number:   844
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
This is an Rountable discussion for NAV/BC Experts to ask any questions or guidance on your NAV/BC implementation or use. Complete Session Survey Here
Speaker(s)s
Amanda Mayer

Director of Finance
LIDD Consultants, Inc.
Presenter

Cliff McDaniel

Director of Operations
John H. Carter Co., Inc.
Presenter

Dave Wiser

President & Lead Consultant
Dynamics Northwest
Presenter

Session Details

Business Central SaaS Implementations: Don’t be Scared!
  • Room:   Naples 3 - Convention Center, Level 2
  • Session Number:   812
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Transitioning from an on-premise ERP to Business Central in the cloud can be a terrifying prospect. But it doesn’t have to be. Thousands of businesses have made the transition, come learn what made their implementations successful and learn from their mistakes. Complete Session Survey Here
Speaker(s)s

Session Details

Credit Management – Automating the reduction of risk in Dynamics 365 F&O (AX)
  • Room:   Desoto 5 - Convention Center, Mezzanine
  • Session Number:   392
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Users will review the capabilities of the functionality in credit and collections. They will explore the process of setting up the feature as well diving deeper into the functionality. They will dig into the key capabilities such as defining risk scores, use pre-defined risk attributes or add custom attributes. They...
Speaker(s)
Mr.  Jason Wilson CPA

Functional Solution Architect
Columbus Global
Presenter

Session Details

Deprecating Features & Universal Code in Business Central
  • Room:   Osceola 6 - Convention Center, Level 2
  • Session Number:   755
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Along with continuous development and improvements to Business Central, Microsoft is also actively deprecating code and features with new releases. Understand Microsoft’s policy around this, including why it is being done, the benefits, and how often it is happening. You’ll understand the big picture when it comes to deprecating features...
Speaker(s)

Session Details

Designing a Kick-Ass Integration!
It seems that we have come full circle, with most companies today selecting best-of-breed apps and then integrating them to work together. But there are integrations and then there are kick-ass integrated solutions! In this session, we will cover five elements of an integration that you should always consider in...
Speaker(s)s
Chris Hanson

Product Manager
eOne Integrated Business Solutions
Presenter

Mark Anderson

Sr. Solutions Consultant
eOne Integrated Business Solutions
Presenter

Session Details

Development Without Writing a Single Line of Code is no Longer a Fantasy
  • Room:   Coastal 8 - Convention Center, Level 2
  • Session Number:   765
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Why spend lots of money to get developers to write code when you can customize Business Central yourself without writing code. In this session, Erik will show you all the new tools that can turn you into a BC Developer in no time. Complete Session Survey Here
Speaker(s)
Mr.  Erik Hougaard

MVP
EFOQUS Canada Inc.
Presenter

Session Details

Dynamics 365 CRM Unified Service Desk 101: Learn USD from Soup to Nuts
  • Room:   Desoto 4 - Convention Center, Mezzanine
  • Session Number:   1040
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
In this session we will discuss the best practice in managing, deploying, and leveraging the Microsoft USD framework. In addition, we will discuss the differences between Microsoft USD and D365 Omnichannel. We will also discuss best practices in moving from USD to Omnichannel and lessons learned. Complete Session Survey Here
Speaker(s)
Jon Rastia

Dir of Innovation and Technology
ArganoArbela
Presenter

Session Details

Dynamics 365 Management Reporter Tidbits: Great Features You May Not Know About (AX, GP, SL)
  • Room:   Osceola 3 - Convention Center, Level 2
  • Session Number:   531
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Management Reporter has many built-in features that can help you build great financial statements. In this session, learn how to automatically add new accounts and descriptions to Row Definitions, create new Reporting Trees, add additional text from reporting units, sort data, renumber row codes and more. Complete Session Survey Here
Speaker(s)
Derek Krebs

Sr Consultant
MSX Group for Logistics One
Presenter

Session Details

Dynamics GP Rocks! How to optimize Microsoft Dynamics GP
  • Room:   Osceola 2 - Convention Center, Level 2
  • Session Number:   520
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Many GP users are looking at their GP application and wondering if it’s time to invest and optimize their GP system or move on to a modern cloud-based ERP. GP users want to know if they can "kick that can down the road" and make a plan to optimize, enhance...
Speaker(s)
Carol Livingston

President
Dynamics Connections LLC
Presenter

Session Details

Everything You Need to Know to Start Using Power BI with Dynamics 365 Finance and Operations Apps
  • Room:   Suwannee 2 - Convention Center, Mezzanine
  • Session Number:   360
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Want to start using Power BI embedded in D365 Finance and Operations, but you're not sure where to start? Join this session to see from start to end how to use the developer tools to embed a Power BI dashboards in Dynamics 365. Complete Session Survey Here
Speaker(s)s
Les Morton


Presenter

Meghan McMullen

Training Manager
RSM US
Presenter

Session Details

Going from Power Platform Citizen Developer to Professional App Maker
  • Room:   Suwannee 3 - Convention Center, Mezzanine
  • Session Number:   698
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Making Power Apps is fun and easy. And now instead of going back to your "old job" you want to go pro. In this session we'll talk through concepts and resources to help you go pro. Complete Session Survey Here
Speaker(s)
Julie Yack, MBA, MVP, MCT

Founder
365.Training
Presenter

Session Details

Hidden Treasures: Top Advanced Warehousing Capabilities You May Have Missed in Dynamics 365 F&O (AX)
  • Room:   Suwannee 4 - Convention Center, Mezzanine
  • Session Number:   379
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Even as an existing WMS user, there is a really good chance that you aren't aware of everything that WMS has to offer. This session will cover (and show you!) new features and functionality that you may not be aware of. Attend this session to open your world to a...
Speaker(s)
James Cox

Senior Pre-Sales Solution Architect
enVista
Presenter

Session Details

How Dynamics 365 CRM Field Services in the Public Sector/Non-profit Space Will Optimize Your Operation - User Showcase
  • Room:   Citrus - Convention Center, Level 2
  • Session Number:   668
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
The Dynamics 365 Customer Engagement (Field Services and Customer Service) has transformed Philadelphia Housing Development Corporation from an organization that had a patchwork of disconnected system to a modern, field enabled organization. This transformation allows PHDC to now spend more time focusing on their mission to help residents stay in...
Speaker(s)s
Ms  Allie Lemieux

Sr. Partner Development Manager
Microsoft Tech for Social Impact
Presenter

Kevin Bane

Process Improvement Manager
Philadelphia Housing Development Corporation
Presenter

Mr.  Robert Kanzler

Principal
RSM US LLP
Presenter

Session Details

How to Successfully Utilize Extensible Data Security to Minimize Risk in Dynamics 365 F&O (AX)
  • Room:   Coastal 2 - Convention Center, Level 2
  • Session Number:   351
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
In this session we will examine what functionality Extensible Data Security (XDS) provides, how to successfully setup and configure multiple real world end user scenarios, and the impact enabling this feature has on your user security. We will also discuss how this feature can help minimize risk within your organization...
Speaker(s)
Mr.  Alex Meyer

Director of Customer Solutions
Fastpath
Presenter

Session Details

Introduction to the Shopify Connector for Business Central
  • Room:   Coastal 7 - Convention Center, Level 2
  • Session Number:   1046
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Introduction to Shopify connector  Complete Session Survey Here
Speaker(s)
Mr.  Andrei Panko

Product manager
Presenter

Session Details

Invoice Automation - Using Power Automate and Dynamics 365 F&O (AX) to Automate Vendor Invoice Submission
  • Room:   Coastal 5 - Convention Center, Level 2
  • Session Number:   397
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
During this session, we will demonstrate how to capture, store, attach, and validate invoice data accurately without any manual intervention. Using your available tools, we will show you steps to analyze incoming invoices via email request, store the data in the accounts payable module, match it with purchase orders, and,...
Speaker(s)s
Mr.  kiran Bondugula

Technical Engineer
Long Island Power Authority
Presenter

Ms  Minchy Shaw

Program Manager
Long Island Power Authority
Presenter

Session Details

Large and Aggressive ERP Deployments – What We Experienced and Learned (the Hard Way) in Dynamics 365 F&O (AX)
  • Room:   Gainesville 2 - Convention Center, Level 2
  • Session Number:   903
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
System implementations are hard…. There’s not much way around it. If you think you’ve learned it all, there is always room to make it harder. Come learn from David Waxberg (VP of IT, Axon), David Dixon (Sr. Director, Axon) and Charlotte McCormick (Argano) and about their lessons learned from their...
Speaker(s)s
Charlotte McCormick

President
Argano
Presenter

David Waxberg

Vice President of IT
Axon
Presenter

David Dixon

Sr. Director, Solution Delivery
Axon
Presenter

Session Details

Life in the Fast Lane: Posted Project Transactions & Adjustments in Dynamics 365 F&O (AX)
  • Room:   Coastal 4 - Convention Center, Level 2
  • Session Number:   437
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
This session will exhibit Dynamics AX/365 options for managing and amending transactions in the Project Management and Accounting module. We will demonstrate how to adjust cost and sales rates for the posted and unposted hours transactions as well the options to split transactions before billing. Additionally, the other project transaction...
Speaker(s)
Judi Irion

Business Analyst/Project Manager
Ellipse Solutions, LLC.
Presenter

Session Details

Locked Away: Ransomware, Avoidance, and Recovery
  • Room:   Osceola 4 - Convention Center, Level 2
  • Session Number:   499
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Attend this session where experts share their advice regarding the security and ransomware risks facing both on premise and cloud-based applications. Complete Session Survey Here
Speaker(s)s
John Kirsch

Dynamics GP Product Lead
sa.global
Panelist

Kitty Geiger

Manager Consulting
RSM
Panelist

Windi Epperson

Director of Research & Development
PowerGP Online
Panelist

Session Details

Low-Code Development with Dataverse - WIIF Developers
  • Room:   Lafayette 5 - Convention Center, Mezzanine
  • Session Number:   630
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Learn all about what it means to build a "Power App" whether you're a seasoned .NET developer or a power user. We'll cover how Power Apps and Dataverse can be leveraged for enterprise-grade applications along with when it's still better to stick with custom development. We'll also cover how a...
Speaker(s)
Sheila Shahpari

Founder/CEO
Paritta Group Inc.
Presenter

Session Details

Managing Inventory with 3PLs and Co-Manufacturers with NAV/BC
  • Room:   Gainesville 1 - Convention Center, Level 2
  • Session Number:   803
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Working with 3PLs & Co-Manufacturers can make it challenging for a business to maintain accurate and timely inventory levels. Processes need to be aligned to ensure proper inventory tracking and proper EDI communication needs to be put in place to ensure inventory changes are communicated in a timely manner. This...
Speaker(s)
Samuel St. Claire

Solution Analyst
LIDD Consultants
Presenter

Session Details

Power of the PSTL
  • Room:   Osceola 5 - Convention Center, Level 2
  • Session Number:   550
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Has your Dynamics GP database become cluttered over years of usage? Is there an initiative to change the chart of accounts due to a change in reporting requirements; or do you simply need to consolidate multiple vendor accounts? The Professional Tools Library (PSTL) is a set of tools which allows...
Speaker(s)
Mr.  Anthony Rice

Director
RSM
Presenter

Session Details

Power Pages for Pro Code Developers
  • Room:   Lafayette 3 - Convention Center, Mezzanine
  • Session Number:   619
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
While Power Pages (aka Power Apps Portals) includes many great features that can be enabled without a single line of code, sometimes your projects have requirements that need that next level of customization. Join MVP Nick Hayduk, whose firm Engineered Code helps Microsoft partners all over the world with Power...
Speaker(s)
Nicholas Hayduk

President, Software Engineer
Engineered Code Consulting Inc.
Presenter

Session Details

Predict and Plan the Sales Cycle Using Collaborative Forecasting in Business Central
  • Room:   Sarasota 1 - Convention Center, Level 2
  • Session Number:   732
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Learn the main advantages of Collaborative Forecasting with Microsoft and how to simplify the process. See how the forecast lead can easily share the forecasts with domain experts, who can apply adjustments for review, and development of the consensus forecast. Greg Hartunian, CEO at Smart Software and Peter Reynolds, Channel...
Speaker(s)
Mr  Peter Reynolds

Channel Sales Director
Smart Software
Presenter

Session Details

Predictive Analytics in Power BI
  • Room:   Sarasota 2 - Convention Center, Level 2
  • Session Number:   603
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Power BI has many wonderful features to allow for current and historical reporting and analysis and also has the ability to basic to moderate predictive analytics as well. In this session we will cover the predictive analytics features in Power BI, it's integrations with other tools, and how you can...
Speaker(s)s
Mr.  George Casey

Principal, Advanced Analytics
RSM US LLP
Presenter

Mr.  Jacob Petraitis

Data Analytics Consultant
RSM US LLP
Presenter

Session Details

Processing Production Entries and the selection of Flushing Methods in Business Central
  • Room:   Tampa 2 - Convention Center, Level 2
  • Session Number:   855
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
When using manufacturing production order, there are various methods for recording transactions against those production orders. In addition, we’ll review the various flushing methods and how they post to production orders to make processing easier. Complete Session Survey Here
Speaker(s)
Mr.  Steven Chinsky

Manager - Operations & Supply Chain
Wipfli
Presenter

Session Details

Procurement Policies Explained in Dynamics 365 F&O (AX)
  • Room:   Lafayette 4 - Convention Center, Mezzanine
  • Session Number:   913
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
This session will explain the use of policies, combined with functions such as signing limits and workflow, to make your system work out of the box. Complete Session Survey Here
Speaker(s)
Shirley Adams


Presenter

Session Details

Project Ops vs Project Management and Accounting, which Product is Right for your Business with Dynamics 365 CE (CRM)?
  • Room:   Lafayette 1 - Convention Center, Mezzanine
  • Session Number:   793
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
This session will explain the different deployment options for Dynamics 365 Project Operations. We will cover the capabilities of Project Operations on the Customer Engagement Platform and compare it to the functionality available in the Project Management Accounting functionality in Finance & Supply Chain Management. Experts from both product lines...
Speaker(s)s
Mr.  Arush Kuthiala

Consultant - D365
Western Computer
Presenter

Ms  Tanya Regna

Engagement Manager
Western Computer, Inc.
Presenter

Session Details

Salesforce to Power BI a Semantic Data Modeling Journey
  • Room:   Naples 1 - Convention Center, Level 2
  • Session Number:   1088
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
In this session we will review a common Salesforce setup and how to explore data modeling using a semantic data modeling approach to hit the ground running is basic analytics and discuss more complex scenarios. Complete Session Survey Here
Speaker(s)
Kevin MASON Mason

Business Intelligence Consultant
K Squared M Consulting LLC
Presenter

Session Details

Simplify Administering your System with Dynamics GP Power Tools
  • Room:   Osceola 1 - Convention Center, Level 2
  • Session Number:   507
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
GP Power Tools is the Dynamics GP Administrator's favourite tool to help with the smooth running of their systems. This session uses real life examples to demonstrate of GP Power Tools will make life simpler, by easily solving pain points and enhancing the user experience. Come see how managing user...
Speaker(s)
Mr.  David Musgrave MVP, GPUG All Star

Managing Director
Winthrop Development Consultants
Presenter

Session Details

Smart Goals for Dynamics 365 Finance Teams in 2022 and Beyond
  • Room:   Coastal 3 - Convention Center, Level 2
  • Session Number:   489
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Finance teams have their hands full, especially during the close and start of every quarter and financial year. As a result, they may not get the time to keep up with the changing market dynamics and set smart goals. In this session, we look at seven macro objectives that finance...
Speaker(s)
Juan Prado

Sr. Director, Strategic Partnerships
highradius
Presenter

Session Details

Sneak Peek: See What Dynamics GP Processes Look Like in Business Central
  • Room:   Osceola A - Convention Center, Level 2
  • Session Number:   831
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
If you have questioned “Is Business Central ready for my type of business?”, the answer is a definitive “Yes!” If you have also wondered what the processes you are performing in GP might look like in BC, join us as we discuss the new features you will get from BC...
Speaker(s)
Jennifer Ranz

Product POD Leader
Enavate
Presenter

Session Details

The Costing Dilemma - Which is Best for my Business in Business Central?
  • Room:   Coastal 6 - Convention Center, Level 2
  • Session Number:   878
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Few topics are as complex and can impact your business so dramatically. How do the choices differ? Which one should you be using? Can you switch? We’ll review your costing method choices and why you’d want to use each type, the similarities and differences, common misconceptions and gotchas, and best...
Speaker(s)s
Kim Dallefeld, MCT, MCP

CEO/Senior Consultant
Dallefeld Consulting
Presenter

Robb Delprado

Senior Trainer and Consultant
New View Strategies
Presenter

Mr.  Thomas Blaisdell

Sr. Support Escalation Engineer
Microsoft Corporation
Presenter

Session Details

The Importance and Benefits of Raising Awareness of Accessibility Options in your Organization
  • Room:   Destin 1 - Convention Center, Level 2
  • Session Number:   1095
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
In this session, the topic of accessibility in the workplace will be discussed. Not only the benefits to the employees, but also the benefits to management and the company. Also some personal views about the subject from the speaker with lived experience. Complete Session Survey Here
Speaker(s)
Mr.  Taylor Dorward

Independent Contractor
Presenter

Session Details

The Power of Dynamics 365 CRM Sales
  • Room:   Desoto 1 - Convention Center, Mezzanine
  • Session Number:   655
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
In this presentation you will learn all about Microsoft Dynamics 365 Sales and the tools available in the application to boost sales in your organization! Complete Session Survey Here
Speaker(s)
Ms  Dian Taylor

D365 CE Presales Director & Microsoft MVP
RSM US LLP
Presenter

Session Details

Trouble with Power Platform Relationships? It’s them, not you
  • Room:   Lafayette 2 - Convention Center, Mezzanine
  • Session Number:   617
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Wondering why related records/rows behave strangely when their parent record is assigned, shared, or deleted? Unsure of how to configure a lookup or relationship between two entities/tables? In this live demo, Sarah shows how to create and configure a new relationship. She also provides examples of when to use the...
Speaker(s)
Sarah Jelinek

MVP, MCT, Enterprise Solution Architect
Arctic IT
Presenter

Session Details

Troubleshooting Dynamics GP Manufacturing
  • Room:   Coastal 10 - Convention Center, Level 2
  • Session Number:   916
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Have transactions failed to post? Standard Cost not rolling?  MRP not calculating?  Picklist and Routings not working?  What do you do when something goes sideways in GP Manufacturing?  Come learn some helpful tips for identifying what is causing the problem and details on how to fix it.  Content will range...
Speaker(s)
Sunny Mattoon, CPIM

Senior Consultant
SBM Consulting, Inc.
Presenter

Session Details

Universal Resource Scheduling at Scale for Dynamics 365 CE (CRM)
  • Room:   Desoto 2 - Convention Center, Mezzanine
  • Session Number:   677
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
In this session we're going to compare Universal Resource Scheduling and Activities. We'll explore the customer journey, expand on the Employee Experience, discuss the additional learnings, and demo editing work hours via the PowerApps Complete Session Survey Here
Speaker(s)
William McLendon

Solution Architect
Hitachi Solutions America
Presenter

Session Details

Why Business Central is the Right Choice for Dynamics GP Users
  • Room:   Sarasota 3 - Convention Center, Level 2
  • Session Number:   767
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Are you a GP die-hard? Are you not sure what ERP will serve your business needs for the long haul? Come learn why Business Central is the natural choice for GP customers. We’ll cover industry-specific requirements for add-ons and provide a feature-by-feature comparison of the two products. Complete Session Survey Here
Speaker(s)
Brenda Emond

Functional Consultant
ArcherPoint
Presenter

Session Details

Writing your First Business Central Extension (a Hands-on Lab)
  • Room:   Destin 2 - Convention Center, Level 2
  • Session Number:   789
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Review Tools Needed for Development in AL Setting Up VS Code (including some useful VS Code Add Ins) including object types, key steps, considerations for extension development and some on hands examples. Complete Session Survey Here
Speaker(s)s
Ms  Brittany Hodges

Consultant
RSM US LLP
Presenter

Session Details

X++ Development Tips and Tricks Plus Dynamics 365 F&O (AX) Tools!
  • Room:   Coastal C - Convention Center, Level 2
  • Session Number:   427
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
In this session, we’ll go over some tips, tricks, tools and methods to get more done, to help with complicated processes, and help make Visual Studio your home with Dynamics 365 for Finance and Operations Visual Studio Tools. We’ll focus on utilizing tools that Microsoft has made as well as...
Speaker(s)s

Session Details

Your Order Entry Process can be Better: Integrating Business Central with Dynamics 365 CRM Sales
  • Room:   Suwannee 1 - Convention Center, Mezzanine
  • Session Number:   671
  • Thursday, October 13, 9:00 AM - 9:45 AM
  • Track(s) 
Does your sales team use CRM for opportunity management but enter customer Sales Orders in BC, NAV, or GP? Did you know that you can simplify the sales order process and reduce licensing costs by having salespeople enter the sales orders in CRM and integrating them to BC, NAV, or...
Speaker(s)
Kellen Riley

Senior Technical Consulting Manager
Syvantis Technologies, Inc.
Presenter

Session Details

Thursday, October 13
10:00 AM - 11:00 AM

5 Demand Planning Tips for Calculating Forecast Uncertainty in Business Central
  • Room:   Osceola B - Convention Center, Level 2
  • Session Number:   731
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
In this webinar, Greg Hartunian, CEO at Smart Software, will explain how to estimate forecast uncertainty and use the estimates in the demand planning process. Attending this webinar, you will learn about the criteria for assessing forecasts, calculating forecast error, and the role of forecast uncertainty in both demand planning...
Speaker(s)
Mr  Peter Reynolds

Channel Sales Director
Smart Software
Presenter

Session Details

60 Tips in 60 Minutes for Dynamics 365 CRM
  • Room:   Suwannee 2 - Convention Center, Mezzanine
  • Session Number:   557
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
Your favorite fast-talking duo will rattle off as many tips as we can fit in our time! We’re talking about tools, tips and tricks for Dynamics 365 that cover Sales, Customer Service, Marketing, the Power Platform and more! Let’s see if we get get through all 50 or maybe even...
Speaker(s)s
Heidi Neuhauser

Partner
Reenhanced
Presenter

Ms  Kylie Kiser

Senior Solution Architect
Hitachi Solutions
Presenter

Session Details

A Real World Data Journey with D365 F&O (AX), a Client Story
  • Room:   Coastal 2 - Convention Center, Level 2
  • Session Number:   414
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
This session will highlight a real world use case of a client’s evolution in their data journey from original system implementation to actual dashboards and reporting. The session will concentrate on lessons learned, potential pitfalls and will showcase the final result: An actionable Power BI workspace that provides analytics for...
Speaker(s)s
Michael Simms

VP - Digital Advisory
Columbus Global
Presenter

Session Details

All about BC/NAV Permissions
  • Room:   Coastal 6 - Convention Center, Level 2
  • Session Number:   728
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
How do you know who has access to what? What are the best practices for managing BC/NAV permissions? We'll discuss how to make sure employees can do what they need to and not what they aren't supposed to. We'll cover the steps required to set up a new user in BC/NAV. We'll review...
Speaker(s)
Lewis Rosenberg

IT Manager
Mars Fishcare/Mars Horsecare
Presenter

Session Details

BC/NAV ABC - Ask the Experts
  • Room:   Coastal 5 - Convention Center, Level 2
  • Session Number:   848
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
This is an Rountable discussion for NAV/BC Experts to ask any questions or guidance on your NAV/BC implementation or use.
Speaker(s)s
AJ Ansari

COO
DSWi
Presenter

Kim Dallefeld, MCT, MCP

CEO/Senior Consultant
Dallefeld Consulting
Presenter

Shawn Dorward MVP

Vice President
sa.global
Presenter

Mr.  Steven Chinsky

Manager - Operations & Supply Chain
Wipfli
Presenter

Session Details

CANCELED - Utilizing Multi-Currency in Business Central
  • Room:   Sarasota 3 - Convention Center, Level 2
  • Session Number:   738
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
This session will explain how to set up multiple currencies in Business Central, how to maintain the currency exchange rates and processing transactions in foreign currencies. Complete Session Survey Here
Speaker(s)
Ms  Deb Lashua

Business Applications Training Manager
RSM US LLP
Presenter

Session Details

Complexity is the Norm – Complex Manufacturing from Business Central
  • Room:   Coastal 9 - Convention Center, Level 2
  • Session Number:   868
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
Working with multi-level Production Orders along with Subcontracting can seem to be tricky; however, “No need to fear, BC is here”!!  Deep dive into successful Manufacturing processes for multi-level BOMs and Subcontracting along with the ability to track both Quantities and Values giving you a detailed insight into your Consumption...
Speaker(s)s
Greg Williams

VP of Strategy
Western Computer
Presenter

Timothy Sparks

Presales Solution Architect
Western Computer
Presenter

Session Details

Data Analysis Expressions (DAX) Best Practices in Power BI
  • Room:   Lafayette 2 - Convention Center, Mezzanine
  • Session Number:   599
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
There are many nuances with using DAX within Power BI. This course will walk through the best practices when creating measures and columns within Power BI. Discussions around how to test the performance of measures and columns will also be discussed to be able to fully understand DAX and impacts...
Speaker(s)
Mr.  Jacob Petraitis

Data Analytics Consultant
RSM US LLP
Presenter

Session Details

Decrease Support Headaches in Dynamics 365 with Contextualized Support and Training
The built in Microsoft Dynamics 365 training and support leaves a lot to be desired. It is not targeted for Dynamics 365 users but instead only helps the admins. This in turn hurts user adoption unfortunately because users cannot find what they need at their moment of need. The good...
Speaker(s)
Mr.  Asif Rehmani

CEO
VisualSP
Presenter

Session Details

Dust Off Your Legacy Data and Find Meaningful Insights Through the Power Platform
  • Room:   Lafayette 3 - Convention Center, Mezzanine
  • Session Number:   615
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
Data is the new currency of the digital economy. If organizations are not leveraging legacy data, they’re losing the opportunity to capitalize on vital information. Your legacy data is valuable. Do not let it sit unused! Migrating years of legacy data and amalgamating it with modern data sources is imperative...
Speaker(s)
Mr.  Ashish Sharan

Partner, VP APAC
OnActuate
Presenter

Session Details

Ensure Your Dynamics GP Upgrade Project is a Huuuuge Success
  • Room:   Osceola 1 - Convention Center, Level 2
  • Session Number:   283
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
Having a winning strategy helps with any endeavor and successfully completing a Dynamics GP upgrade is no different! While the upgrade may run overnight, the planning for it does not. I have been involved in well over 300 upgrade projects and want to share the most important experiences and best...
Speaker(s)
Mr.  David Laster

Director | Software Solutions (GP/BC/PBI)
GraVoc
Panelist

Session Details

Financial Reporting: When to Use Dynamics 365 F&O (AX) Finance & Supply Chain, Business Central, and Power BI VS a Financial Reporting Tool
  • Room:   Desoto 2 - Convention Center, Mezzanine
  • Session Number:   625
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
Power BI is a powerful tool which allows business users to be able to better analyze their data. Although Powerful, Power BI may not always be the right tool to use, especially for financial reporting. This session aims to inform the audience when to utilize Power BI for financial intelligence...
Speaker(s)
Heather Vance

Manager
RSM US LLP
Presenter

Session Details

How Good Planners Plan Using Dynamics 365 F&O (AX) Master Planning and Production Controls
  • Room:   Coastal 7 - Convention Center, Level 2
  • Session Number:   404
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
Master Planning is the foundation of matching customer demand reliably and at least cost. How do individual contributors – from planners to buyers to schedulers - support a company’s daily operations in their specific area of responsibility and collectively? How should each role best leverage Dynamics 365 (and earlier AX...
Speaker(s)
Nigel Cox

Senior Solution Architect
enVista
Presenter

Session Details

Implementing Software: Our Lessons Learned
  • Room:   Coastal 1 - Convention Center, Level 2
  • Session Number:   477
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
For those who are considering a new software implementation. This session is for anyone who has never implemented, or has failed at implementing, software. Suzie, an ERP solution consultant, and Tiffany, a project manager, will share key lessons learned, tips, tricks, and gotchas to prepare for in an implementation. Through...
Speaker(s)s
Ms  Suzie Moore

Senior Consultant II
FORVIS, LLP
Presenter

Tiffany Bobbitt

Project Manager
FORVIS, LLP
Presenter

Session Details

Making Dynamics 365 Business Central Work for You: Extensions and Integrations
  • Room:   Coastal 3 - Convention Center, Level 2
  • Session Number:   842
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
NAV is known for being extremely customizable, and with Business Central being deployed in the cloud, there’s a common misconception that it can’t be tailored to your business needs. From integrations to extensions / customizations, and the tools available to make it happen, learn how to tailor Business Central to...
Speaker(s)
Mr.  Mohana Yadav

Technology Specialist
ArcherPoint
Presenter

Session Details

Multicurrency A to Z for Dynamics GP
  • Room:   Osceola 6 - Convention Center, Level 2
  • Session Number:   540
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
Multicurrency System Set Up Multicurrency Financial Set Up Multicurrency Reporting Multicurrency Transactions Complete Session Survey Here
Speaker(s)
Audra Beers

Managing Consultant
RSM
Presenter

Session Details

New to Business Central? So am I. Let's Learn it Together
  • Room:   Osceola A - Convention Center, Level 2
  • Session Number:   740
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
Are you new to Business Central? So am I. I have been working with NAV for 19 years and our company is in the process of upgrading to Business Central. During the last few months I have been preparing our current 2018 NAV system to be converted to BC. I...
Speaker(s)s
Tanya Henderson


Presenter

Mr.  William Wilson

NAV Facilitator/Manager
Park 100 Foods
Presenter

Session Details

Not all Updates are Created Equally: Navigating the Microsoft Dynamics 365 F&O (AX) One Version Service Update Process
  • Room:   Coastal 8 - Convention Center, Level 2
  • Session Number:   436
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
Don't be "behind the times." Because you CAN'T be. Microsoft releases 8 service updates per year, and you have to take a minimum of 2. Are you ready? This session will help you be more-than-prepared for updates, and empower you with a deeper understanding of the the Microsoft One Version...
Speaker(s)
Tanya C. Todd

Senior Director, Managed Services
Argano
Presenter

Session Details

Posting Groups and Dimensions Demystified in Business Central
  • Room:   Naples 2 - Convention Center, Level 2
  • Session Number:   771
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
Posting Groups control most of the account assignments in Business Central, but they're not much different than Checkbook Account assignments, Fixed Asset Account Groups and Customer and Vendor Class Account Settings in Dynamics GP. We will review posting group assignments and how they affect accounts used in transactions. Dimensions allow...
Speaker(s)
Holly Armitage

Managing Consultant
FORVIS, LLP
Presenter

Session Details

Power Automate for the Workflow Lover
  • Room:   Escambia - Convention Center, Mezzanine
  • Session Number:   672
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
Power Automate is a game changer but making the leap can be tough, especially when it feels so much easier to just write a Workflow. In this session we will translate your existing Workflow knowledge into the world of Flow to get you started and help you fall in love...
Speaker(s)
Britta Rekstad

Executive Director
The Pivot Program
Presenter

Session Details

Power Platform Governance: Responsibly Embrace the Future
  • Room:   Citrus - Convention Center, Level 2
  • Session Number:   600
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
IT can’t hire developers fast enough and several apps are too small to be worth the investment. What to do… Third Player has Entered the Game: Citizen Developers IT has identified the Power Platform to empower users to build their own apps/processes. BUT WAIT! How will IT control what is...
Speaker(s)
Justin O'Connor

Manager, Technology Consulting
Armanino LLP
Presenter

Session Details

Power Platform To The Rescue! How Fresh Mark And Arbela Teamed Up To Use Power Apps To Address Business Challenges
  • Room:   Coastal C - Convention Center, Level 2
  • Session Number:   904
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
In this session, we will discuss the journey that Fresh Mark, Inc. has taken to leverage the Power Platform to rapidly and flexibly solve business problems. We will discuss some of the use cases that were developed for Power Apps and the benefits/challenges associated.   This will be a case...
Speaker(s)s
Charlotte McCormick

President
Argano
Presenter

Dwight Jellison

Corp Director of Innovation and Process Improvement
Fresh Mark, Inc.
Presenter

Session Details

Protecting your Dynamics GP Data / SQL Data from Ransomware
  • Room:   Osceola 4 - Convention Center, Level 2
  • Session Number:   544
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
I understand the limits in resources that smaller organizations have. Today, we all need to understand and increase the protection of one of our organizations most valued assets, Its DATA. Not only from malice intent but also disasters. Organizations need to be able to protect their data and have it...
Speaker(s)
Mr.  Kerry Hataley

Owner
Nanook Software, Inc
Presenter

Session Details

Replacing Visual Basic For Applications in your Microsoft Dynamics GP System
  • Room:   Gainesville 2 - Convention Center, Level 2
  • Session Number:   508
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
Visual Basic for Application (VBA) was classified as “End of Life” in 2019, does not work on the Dynamics GP web client and does not work with newer versions of Windows Server. It is time to move on and replace your VBA code with newer, more stable technologies that work...
Speaker(s)
Mr.  David Musgrave MVP, GPUG All Star

Managing Director
Winthrop Development Consultants
Presenter

Session Details

Reporting Shootout for Dynamics GP
  • Room:   Osceola 5 - Convention Center, Level 2
  • Session Number:   892
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
3 people compete for the title!  Learn Reporting tips and tricks in this fun and interactive competition. Complete Session Survey Here
Speaker(s)s
Ms  Belinda Allen

Influencer for Data Driven Decisions
@MsBelindaAllen
Presenter

Mr.  David Feenstra

Owner / Principal Consultant
Data Forward Business Solutions
Presenter

Noah Moseley

Senior Consultant \ Certified Trainer
MSX Group
Presenter

Zubin Gidwani

Founder
Dynamic Budgets
Presenter

Session Details

Retail Sales Tax Reconciliation in Dynamics 365 F&O (AX)
  • Room:   Lafayette 5 - Convention Center, Mezzanine
  • Session Number:   406
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
Tax reconciliation in Retail can be overwhelming and complex. Learn how to simplify the sales line level tax reconciliation and make sure tax filing is on time and accurate. Complete Session Survey Here
Speaker(s)
Yuanming Chu

President
Alpha Variance Solutions
Presenter

Session Details

Smartlist and Navigation List Tips & Tricks in Dynamics GP
  • Room:   Coastal 10 - Convention Center, Level 2
  • Session Number:   515
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
Come see some cool SmartList Tips and learn how to use and customize Navigation Lists. Complete Session Survey Here
Speaker(s)
Windi Epperson

Director of Research & Development
PowerGP Online
Presenter

Session Details

The "C" in CRM is for C-Suite: The Role of Leadership in Customer Engagement Success in D365 CE (CRM)
  • Room:   Lafayette 1 - Convention Center, Mezzanine
  • Session Number:   776
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
Harvard Business Review reports engaged digital leaders experience 10% acceleration in revenue growth. But the right kind of C-suite engagement has been an insurmountable hurdle for many projects. In this session you will learn the role of the C-suite in managing a CRM project and in using CRM to drive...
Speaker(s)
Geoff Ables

Managing Partner
C5 Insight
Presenter

Session Details

Tips and Tricks for POP & AP Automation in Dynamics GP
  • Room:   Osceola 2 - Convention Center, Level 2
  • Session Number:   526
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
Are you using all the features Dynamics GP has to offer to run an efficient Purchasing and AP department? In this session, we will focus on efficient methods of performing basic tasks and automation features including emailing, macros, saving your AP Options, copy/paste, Doc Attach and more. Complete Session Survey Here
Speaker(s)
Carol Kossoris

Senior ERP Consultant
Heartland Business Systems
Presenter

Session Details

Turn Your Team into Subject Matter Experts: Understanding the Microsoft 365 F&O Learning Materials
  • Room:   Sarasota 1 - Convention Center, Level 2
  • Session Number:   418
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
Its no secret that it is incredibly hard to find Dynamics 365 F&O resources today. And it can be daunting to identify all of the learning material that Microsoft has available with learning plans that you create. In this session, we'll go over the different Microsoft learning offerings to demystify...
Speaker(s)
Mr.  Justin Carter

CTO, Microsoft MVP
Illumina Technology Solutions
Presenter

Session Details

Using Power BI to Prepare Financial Reports for Dynamics GP - Fast and Filtered
  • Room:   Osceola 3 - Convention Center, Level 2
  • Session Number:   543
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
Over the last two years, I have discovered several tricks to make Power BI a financial reporting tool. It gives your managers access to financial information, on a “real-time” basis. It changes the delivery method from "push" to "pull". It allows them to filter by dates, types, and entities. IT...
Speaker(s)
Mark Wiley

Senior Solutions Architect
GraVoc
Presenter

Session Details

What you Need to know before migrating from Dynamics GP to Business Central
  • Room:   Sarasota 2 - Convention Center, Level 2
  • Session Number:   818
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
Does the thought of making the transition from GP to Business Central give you cold sweats? It’s a big project, but if you are prepared it is a lot easier. Join us for a detailed presentation and in-depth Q&A with people that know the good, the bad, and the ugly...
Speaker(s)
Janelle Riley

CEO
Syvantis Technologies, Inc.
Presenter

Session Details

What’s in a Costing Method: Options and Impacts in Business Central
  • Room:   Naples 3 - Convention Center, Level 2
  • Session Number:   795
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
Costing got you down? In this session, we’ll discuss the costing methods available in Business Central. We will also survey the key decision points for determining the best method option for your business. Complete Session Survey Here
Speaker(s)s
Amanda Mayer

Director of Finance
LIDD Consultants, Inc.
Presenter

Mr.  Thomas Blaisdell

Sr. Support Escalation Engineer
Microsoft Corporation
Presenter

Session Details

Why Business Central REST Web Services are the Greatest Gift to IT Professionals Since the 2lb Laptop!
  • Room:   Coastal 4 - Convention Center, Level 2
  • Session Number:   800
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
The concept of an API isn’t exactly new, but the introduction of the REST standard has dramatically streamlined and simplified modern integration building. And did you know that Microsoft’s implementation of REST in Business Central is one of the most exciting ones out there? In this session we will cover...
Speaker(s)
Rod O'Connor

Jack of all trades
eOne Integrated Business Solutions
Presenter

Session Details

Your Options for The End of Microsoft’s Mainstream Support for Dynamics 365 F&O (AX)
  • Room:   Coastal A - Convention Center, Level 2
  • Session Number:   408
  • Thursday, October 13, 10:00 AM - 11:00 AM
  • Track(s) 
The end is here for many Dynamics AX customers – Microsoft is officially pulling the plug on extended support programs for AX legacy solutions. What does this mean for your organization? What are your options if you are not yet ready to move to a supported version? It is critical...
Speaker(s)s
Denis Guryev

Software Solutions Architect
Ellipse Solutions
Presenter

Gregor Newland

Regional Director - Business Development
Ellipse Solutions
Presenter

Session Details

Thursday, October 13
10:00 AM - 12:00 PM

Tech Medic Desks Open
  • Room:   Convention Center, Level 2
  • Session Number:   1031
  • Thursday, October 13, 10:00 AM - 12:00 PM

Session Details

Thursday, October 13
11:15 AM - 12:00 PM

Best Practices implementing Manufacturing in Business Central
  • Room:   Osceola 5 - Convention Center, Level 2
  • Session Number:   870
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
You’ve learned the manufacturing modules, you’ve taken the classes … now you want to put that all into practical use.  Learn the best practices for different kinds of discreet manufacturing (Job Shop, Production, Engineer to Order, Configure to Order, etc.).  An open Q&A is welcome so you can ask specific...
Speaker(s)
Robert Jolliffe

President
Sabre Limited
Presenter

Session Details

Business Central Dimensions VS Posting Groups. Maximize Financial Reports by Using Posting Groups VS Dimensions
  • Room:   Coastal 5 - Convention Center, Level 2
  • Session Number:   884
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
Compare and Contrast use of posting groups vs dimensions. How do each impact financial transactions? Which should you choose can be dependent on your organization. Which one would help you reach your goals? Bring your questions, concerns, and let’s discuss. Complete Session Survey Here
Speaker(s)
Kemi Bello


RSM US
Presenter

Session Details

CANCELED - Learn How to Prep for the Dynamics 365 F&O (AX) Exams From and Exam Writer!
  • Room:   Desoto 3 - Convention Center, Mezzanine
  • Session Number:   386
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
Looking to get certified and take the Microsoft Dynamics 365 exams, but you're not sure how to prepare or what it's like? Join this session to learn how to prep for the exams from an actual exam writer! You will learn tips and tricks and explore the best ways to...
Speaker(s)
Meghan McMullen

Training Manager
RSM US
Presenter

Session Details

Connect Your Business Central Systems the No-Code Way (Power Apps)
  • Room:   Osceola 6 - Convention Center, Level 2
  • Session Number:   743
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
The first stop for Business Central developers is usually to write AL code. Our world has grown, and AL is no longer the only option…or the best or fastest. In this session we’ll start with a blank canvas and build a basic integration between an external system and Business Central...
Speaker(s)
Mr.  Matt Traxinger

Lead Developer and Developer Quality Advocate
ArcherPoint
Presenter

Session Details

CRM and GP together: It is NOT a customer relationship system if it’s not integrated
  • Room:   Osceola 3 - Convention Center, Level 2
  • Session Number:   538
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
Have CRM and wish it was integrated to Dynamics GP? Thinking about adding a CRM to your business and need to understand how to integrate it? Come and learn all there is to know about integrating CRM with Dynamics GP! Where to you start? What do you integrate? Which system...
Speaker(s)s
Chris Hanson

Product Manager
eOne Integrated Business Solutions
Presenter

Mary Charuhas

Partner Development Manager
Presenter

Session Details

Data Cleaning and Archiving in Dynamics GP
  • Room:   Osceola 2 - Convention Center, Level 2
  • Session Number:   522
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
Learn about the tools that are available and how to use them to clean up and organize you data in Dynamics GP. What are the benefits and draw back of the different options for archiving data and how to maintain your GP running at peak efficiency. Complete Session Survey Here
Speaker(s)
John Davis

Director
RSM US LLP
Presenter

Session Details

Dynamics 365 CRM System Admins: Navigating the Power Apps Admin Center
  • Room:   Lafayette 2 - Convention Center, Mezzanine
  • Session Number:   658
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
For many years, we've managed our D365 system settings in the "Classic Settings" area. But, Microsoft is moving everything to the Power Apps Admin Center. In this session, I will show you where everything you're used to using in D365 will be now be found. I will also show you...
Speaker(s)
Ashley Steiner, MVP

Independent Consultant
Presenter

Session Details

Dynamics 365 F&O (AX) Project Management with a Change Management Perspectives
  • Room:   Coastal 3 - Convention Center, Level 2
  • Session Number:   374
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
Project management is hard, especially when there are so many personalities involved in large scale enterprise projects. How to manage a project of this size while keeping the peace and making sure everyone on the project team feels heard. Complete Session Survey Here
Speaker(s)s
Lindsay Garcia

Director, Strategic Engagements
Argano
Presenter

Ryan Meade

Chief Alliance Officer
DynamicWeb North America
Presenter

Session Details

Dynamics 365 F&O (AX) Supply Chain Management Roundtable
  • Room:   Lafayette 1 - Convention Center, Mezzanine
  • Session Number:   334
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
Stump the chumps and ask the experts on all things Supply chain management in D365F&SCM. Complete Session Survey Here
Speaker(s)s
Andrew Lencsak

Director of ERP - East
Argano
Panelist

Anne Krupke

Senior Solution Architect
Microsoft
Panelist

Jennifer Johnson


Panelist

Kelly Gustafson

Solution Architect
Argano
Panelist

Kim Fielden

Project Manager / Business Analyst
Ellipse Solutions
Panelist

Session Details

Dynamics GP to Business Central: Make Your Move Easy with Microsoft’s Enhanced Migration Tool
  • Room:   Naples 3 - Convention Center, Level 2
  • Session Number:   830
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
When is the best time to move to the Cloud? Right Now. Join us to see how the enhanced migration tool makes your move to Business Central easier than ever before. Discover how it moves the data and its latest enhancements. Don’t wait any longer to take advantage of Cloud...
Speaker(s)
Ms  Kasey Metzger

Product Leader
Enavate
Presenter

Session Details

Excel Life Hacks! - Tips and Tricks for Excel Users to Save You Time!
  • Room:   Coastal C - Convention Center, Level 2
  • Session Number:   472
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
LifeHacks are designed for the end user to save time and be more efficient. Join me for this session to learn better ways to get the job done and show off your new Excel skills back at the office! We will cover everything from formulas to charts - and we...
Speaker(s)
Shawn Dorward MVP

Vice President
sa.global
Presenter

Session Details

For the Worker: getting Workflows right with Dynamics GP
  • Room:   Osceola 4 - Convention Center, Level 2
  • Session Number:   542
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
"For the worker is working when the fat cat's about " from Worker Song by Dropkick Murphy's • The tough conversations: what are they and how to have them • Defining the purpose of your workflow • How business processes and workflows are related. • Effectively implement workflow both manageable...
Speaker(s)
Kitty Geiger

Manager Consulting
RSM
Presenter

Session Details

Hacks to Solve the Top Four POS Transfer Order Issues in Dynamics 365 F&O (AX)
  • Room:   Coastal 1 - Convention Center, Level 2
  • Session Number:   428
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
We’re going to focus on the top four issues with inventory transfers from warehouse to store 1) Over Orders: the warehouse sends 11 items but only 10 were ordered; 2) Under Orders: the warehouse sends 9 items but 10 were ordered; 3) Adding a product not on the transfer order...
Speaker(s)
Hussein Bahamou

Microsoft Dynamics Functional Consultant
ITK Solutions Group
Presenter

Session Details

Handle More Data Than Your Power BI Dataset can with Speed
  • Room:   Escambia - Convention Center, Mezzanine
  • Session Number:   578
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
Power BI was first released as an end user, cloud born data visualization tool. Now it is a powerful, scalable enterprise level BI ecosystem. Microsoft has increased its ability to deal with large volume of data both imported into it and hosted outside the service to implement semantic models. In...
Speaker(s)
Armando Lacerda

Cloud Data Platform Architect
MC Tech
Presenter

Session Details

Historical Inventory Trial Balance (HITP): How to Reset and Overcome the Objections in Dynamics GP
  • Room:   Osceola 1 - Convention Center, Level 2
  • Session Number:   915
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
Understand why the best practice subledger for inventory is HITB and not historical stock status Complete Session Survey Here
Speaker(s)
Carol Kossoris

Senior ERP Consultant
Heartland Business Systems
Presenter

Session Details

Improve Service Through Teams Business Central Integration
  • Room:   Coastal 8 - Convention Center, Level 2
  • Session Number:   873
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
Let's explore leveraging tools already at your fingertips by utilizing Business Centrals integration within Microsoft Teams. Make decisions faster within your organization, increase productivity, and improve business processes with software you are already using. Complete Session Survey Here
Speaker(s)
Tonya Bricco-Meske

Developer
DSWi
Presenter

Session Details

Keep it Simple in Dynamics 365 F&O (AX): Manufacturing and Warehousing
  • Room:   Coastal A - Convention Center, Level 2
  • Session Number:   409
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
Implementation doesn't have to be a heavy lift or overly complex. In this session, you will learn how to implement production and distribution with minimal effort and a simplistic design, while still capitalizing on advantages of mobile transacting. Complete Session Survey Here
Speaker(s)s
James Cox

Senior Pre-Sales Solution Architect
enVista
Presenter

Nigel Cox

Senior Solution Architect
enVista
Presenter

Session Details

Manufacturing - Managing Costing with Business Central
  • Room:   Naples 2 - Convention Center, Level 2
  • Session Number:   911
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
Costing is key during the best of times. Let's look at strategies to evaluate the impact of cost changes on your business. Costs are change from materials, utilities to labor.    Learn how to create a test company to work in. Learn the elements for a cost testing plan. Complete Session Survey Here
Speaker(s)
Mr.  Andrew Good

CEO, MCT, DCP
Liberty Grove Software
Presenter

Session Details

Omnichannel for Dynamics 365 Customer Service: Setup, Struggles and the Awesome Sizzle Factor
  • Room:   Coastal 4 - Convention Center, Level 2
  • Session Number:   666
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
Omnichannel offers multiple additional features to extend D365 Customer Service to engage across voice, chat, SMS. Customers want to engage across channels, but most businesses are not setup to handle this seamlessly. Setting up Omnichannel is simple once you understand the process, but can be extremely challenging. In this session...
Speaker(s)
Ms  Paige Cassada

Dynamics 365 Practice Manager
C5 Insight
Presenter

Session Details

Power BI for Big Data with Databricks and Synapse
  • Room:   Coastal C - Convention Center, Level 2
  • Session Number:   1089
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
We are in a data deluge. Data is being produced at a high rate, requiring a modern approach to store and process it. In this session, I will introduce you to modern big data storing methods and inform you why, as a data analyst, you should be aware of them....
Speaker(s)
Mr.  Ryan Wade

Sr Cloud Solution Architect - Data & AI
Microsoft
Presenter

Session Details

Power BI in Model Driven Apps
  • Room:   Lafayette 4 - Convention Center, Mezzanine
  • Session Number:   612
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
Power BI and Model-Driven Apps are two incredibly powerful tools for viewing and interacting with data in the Dataverse, but have significantly different strengths and purposes in doing so. Learn how to integrate and embed them seamlessly in order to maximize synergy and get the best of both worlds. Complete Session...
Speaker(s)
Mr.  Nick Talsma

Senior Power Platform Technical Architect
Ludia Consulting
Presenter

Session Details

Revenue Recognition in Dynamics 365 F&O (AX)
  • Room:   Coastal 2 - Convention Center, Level 2
  • Session Number:   407
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
Revenue recognition is a fairly new concept in Dynamics 365 Finance. What options are available? How would an organization implement Revenue Recognition? Complete Session Survey Here
Speaker(s)
Yuanming Chu

President
Alpha Variance Solutions
Presenter

Session Details

SAGE ERP to Power BI from PO to P&L
  • Room:   Lafayette 5 - Convention Center, Mezzanine
  • Session Number:   1096
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
If an engineer and an accountant made a baby it would probably know Power BI, in this session we explore the unlimited capabilities of connecting ERP to Power BI. Financial Reporting and Operational Efficiency thrive when blended in a data analytics platform, continuous review of data results associated with processing times, system failures, manufacturing...
Speaker(s)
Kevin MASON Mason

Business Intelligence Consultant
K Squared M Consulting LLC
Presenter

Session Details

Service Setup Properly in Business Central? Let's Find Out!
  • Room:   Coastal 6 - Convention Center, Level 2
  • Session Number:   852
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
New to Dynamics Business Central or an old school NAV person wanting to know more? Not getting all the information you need on your Service Orders? We'll walk you through the options with Service Management setups and make sure your service workflows are running smoothly. Complete Session Survey Here
Speaker(s)
Mr.  Steven Chinsky

Manager - Operations & Supply Chain
Wipfli
Presenter

Session Details

Successful People-Centered Case Management with Dynamics CE (CRM)
  • Room:   Lafayette 3 - Convention Center, Mezzanine
  • Session Number:   674
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
Inclusa made the decision to re-platform all of their operational systems on the Microsoft ecosystem and Dynamics CE in 2019. Learn how they are successfully building, deploying and supporting a complex Customer Centered Case Management solution using Dynamics 365, PowerApps and PowerBI to support over 1,500 users. We will cover...
Speaker(s)s
Josh Jandrain

Chief Information Officer
Inclusa, Inc.
Presenter

Mike Nafziger

Principal
RSM US, LLP
Presenter

Session Details

System Performance: Is your NAV/BC Environment Slow?
  • Room:   Osceola B - Convention Center, Level 2
  • Session Number:   747
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
Is your NAV/BC environment slow. Are you receiving table locks? Come to this session to find out helpful tips and tricks to implemented for improved performance in your NAV/BC environment Complete Session Survey Here
Speaker(s)
AJ Ansari

COO
DSWi
Presenter

Session Details

The Little Package that Could: Best Practices for your Small Parcel Shipping in Dynamics 365 F&O (AX)
  • Room:   Desoto 5 - Convention Center, Mezzanine
  • Session Number:   385
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
Western Computer, along with one of our customer users, will present some real world scenarios on how to deploy and optimize small package shipping in Dynamics 365 Supply Chain Management. Topics will include options for carrier integration, pack slip printing and optimization of the containerization logic. The session will conclude...
Speaker(s)s
Greg Williams

VP of Strategy
Western Computer
Presenter

Mr.  Ken May

Supply Chain Consultant
Western Computer
Presenter

Session Details

Tips for Dynamics GP 1099's
  • Room:   Coastal 10 - Convention Center, Level 2
  • Session Number:   692
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
Whether you simply use one type of 1099 or over a dozen, you will want to join us to get the ins-and-outs of your 2022 needs. From compliance changes, managing data, to completing your filings, and even distribution - we will help your 1099 YE process run as smooth as...
Speaker(s)
Molly Van Kampen, CPP

Chief Experience Officer
Greenshades Software
Presenter

Session Details

Top 10 Ways to Automate Your Manual Business Central Processes
  • Room:   Coastal 7 - Convention Center, Level 2
  • Session Number:   790
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
There are many ways to enter and get data into Business Central. Most companies are still manually entering data and creating many hours of tedious work. In this session, I will cover how to automate Business Central using the free tools available through the Microsoft platform to ease the burden...
Speaker(s)
Ms  Shannon Mullins

Microsoft MVP, CRO, Partner
Accelerynt, Inc.
Presenter

Session Details

Upgrade Gotchas: Things to Know Before You Upgrade to Business Central
  • Room:   Osceola A - Convention Center, Level 2
  • Session Number:   751
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
Not understanding the impact of old setups, personalizations, permissions, changes to naming conventions, and email workflows can jeopardize a smooth upgrade. Learn about the upgrade gotchas so they don’t get you during your upgrade project. Complete Session Survey Here
Speaker(s)s
Leanne Paul

Consultant
ArcherPoint
Presenter

Lewis Rosenberg

IT Manager
Mars Fishcare/Mars Horsecare
Presenter

Session Details

What Does it Take to Add MVP After Your Name?
  • Room:   Coastal 9 - Convention Center, Level 2
  • Session Number:   444
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
An insight into what it takes to be awarded and maintain Microsoft MVP (Most Valuable Professional) status. David Musgrave takes you through his long journey to becoming a Microsoft MVP and describes what lessons he learned along the way. Warning: This session includes lots of Microsoft Dynamics GP history, old...
Speaker(s)
Mr.  David Musgrave MVP, GPUG All Star

Managing Director
Winthrop Development Consultants
Presenter

Session Details

Who are my Members? Use Dynamics 365 CRM Sales to Manage your Non-Profit Membership and Activities
  • Room:   Citrus - Convention Center, Level 2
  • Session Number:   669
  • Thursday, October 13, 11:15 AM - 12:00 PM
  • Track(s) 
D365 Sales is the perfect platform to track members and contacts for your non-profit organization. Use it to store each member's interests, to cultivate prospects into new members, track events you have scheduled, and track fund raising campaigns. The integration with Power Platform to automate messages to members and the...
Speaker(s)
Ms  Laura Jacobowitz

Development/Technical Manager
Axtegrity Consulting
Presenter

Session Details