Challenges of D365 in the Weeks and Months After Go-Live

Months of hard work, decision, testing, and training have all led you to this point—it is time for Go-live. Now what? The weeks and months after go-live will be full of triumphs and challenges, but the work is far from over. Looking at some common myths about ERP implementations will help to understand how to best manage an ERP implementation for your client or company. Together we will look at personnel and system challenges a company will face in the weeks and months after go-live and discuss the tools we as consultants and businesses have to help overcome these challenges to continue to optimize the ERP system and create efficiencies the system boasts.

Unlocking User Potential: Empowering Users for Success

Everyone is skeptical of change – especially end-users amid a new ERP implementation. There are certain ways they have always done their jobs, but now that is all changing. Abandoning old methods, adapting to new ones, and learning a new system is intimidating. Successful training focuses on the why and the how, enabling users see the efficiency and benefits of adopting updated processes. By empowering teams with the knowledge to do their jobs and arming them with an understanding of why their process matters to the company, you make users are more likely to embrace the change and drive operational success. Together we will discuss strategies for empowering your end users and setting them (and your company) up for success, such as hands-on workshops, presentations, demos, walkthroughs, and interactive exercises.

CHOOSING THE RIGHT DYNAMICS 365 F&O/AX REPORTING TOOL FOR THE JOB

The right reporting tool can make a huge difference in development costs and user adoption, but knowing which one to use can be a challenge. During this session users will learn when to use standard Power BI reporting, paginated reports, Excel-based reporting, customized Dynamics 365 F&O reports, or a combination. We will dive into the wealth of out-of-the-box reporting Dynamics 365 F&O has, where to look, and what changes users can make without having to engage in any type of code changes.

CONSIDERATIONS OF INVENTORY COSTING METHODS IN D365 F&O

Of the 7 inventory costing methods (inventory models) in D365 Finance, which is best for an organization? Finance and Accounting professionals will better understand the method(s) utilized by their organization, gain confidence in the accuracy of inventory value reports, and learn about D365-specific nuances. In this session, attendees will learn about key differences between each of the costing methods and important considerations for choosing the best method. Attendees will learn best practices for D365 setup, recalculation, and closing.

Understanding how Dynamics 365 Finance calculates inventory cost is critical to interpreting financial statements and inventory reports. This session will cover the fundamentals of D365’s seven costing methods. Topics discussed include calculation formulas, inputs/outputs, considerations for use, and business process alignment. Each method presents unique challenges for implementation and differing impacts to financial statements that must be considered prior to selecting one for the organization. Making sense of each method is difficult and it starts with understanding the fundamentals. Users will leave the session confident in describing core aspects of each D365 costing method and prepared with the tools needed to assess and determine the right costing method for their business.

HOW TO ACHIEVE STABILITY AFTER DYNAMICS 365 F&O/AX GO-LIVE

Going live is not the finish line of implementation, but is one significant milestone in the implementation process. When post-go-live isn’t going the way you planned, what do you do?

In this session, members from the Caf2Code and PolyQuest teams will discuss how they worked together to identify and remediate post-go-live pain points. Together, they will walk through the steps they took to prioritize, design, and develop solutions to stabilize PolyQuest’s implementation of Dynamics 365 Finance and Operations. Attendees will learn how these Partners and Clients can work together to build confidence in a new ERP system.

PAGINATED REPORTS 101 FOR THE POWER BI VETERAN

Scenario: you’ve just completed a Power BI report, and it’s downright majestic! There’s just one tiny problem: it turns out your report users need a simple table that will print out well instead. Now what?  
 
This hands-on session will go step-by-step in converting a Power BI analytical report into a Power BI paginated report that uses the same underlying Power BI Dataset.  We’ll break down what each section of Power BI Report Builder contributes to your report and discuss how the underlying paginated report logic differs from a standard PBIX file. 
 
Session attendees will have the opportunity to practice what they learn throughout this deep dive session with hands-on support and time for Q&A. At the end of this deep dive, attendees will leave with practice files that they can reference for practice and as a starter template for developing their own paginated reports.  

PAGINATED REPORTS 201 – BUILD A BETTER REPORT

You’ve connected to your data source and generated a table with parameters in Power BI Report builder, but the basic structure of your report leaves something to desire. How do you upgrade your functional but ho-hum report without breaking it?  
    
In this hands-on session, users will learn how to tackle a mix of structural and formatting challenges that often plague paginated report developers, such as getting headers to repeat on each page, leveraging date pickers, and incorporating two datasets within the same table. Attendees will leave with links to the sample files and instructions they can reference in future when tackling their own reports. 

5 KEY TOOLS TO AVOID THE FINANCE SCAVENGER HUNT

Your team has done the operational work and now it’s your turn to make sure the financials are in order – where do you even start to look? Sometimes you wander aimlessly from screen to screen in hopes of finding a small financial tidbit to start to analyze the results. In this session, we will discuss five tools your finance team can use to identify, research, and understand the financial results of everyday transactions.

POWER BI PAGINATED REPORTS 201: BUILD A BETTER REPORT

You’ve connected to your data source and generated a table with parameters in Power BI Report builder, but the basic structure of your report leaves something to desire. Now what?

In this session, users will learn how to tackle a mix of structural and formatting challenges that often plague paginated report developers, such as getting headers to repeat on each page, leveraging date pickers, and incorporating two datasets within the same table. Attendees will leave with links to the sample files and instructions they can reference in future when tackling their own reports.

Manufacture Products, not Inventory Costing Mistakes in Dynamics 365 F&O

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 and prevent them from occurring. Attendees will review necessary configurations, and financial impacts to keep inventory values accurate.