upcoming events

 

Community Summit NA

October 2024

Kelly Gustafson

Director of Strategic Engagements

Nathan Clouse

Technical Architect

Boosting Financial Teamwork in Finance and Operations & Power Platform

In the fast-paced world of finance, effective collaboration and communication are key to a team’s success. This session showcases how integrating Microsoft 365 tools with Dynamics 365 for Finance and Operations can transform the finance team’s productivity and collaboration. Attendees will learn how to leverage the power of Microsoft Teams, SharePoint, and OneDrive for business to enhance data sharing, streamline workflows, and facilitate seamless communication among team members. We’ll explore practical examples of how these tools can be used to create a collaborative finance ecosystem, enabling professionals to work together more efficiently, make informed decisions faster, and drive business value. From setting up shared dashboards in Power BI to automating finance processes with Power Automate, this session will equip finance teams with the strategies needed to leverage Microsoft 365 for enhanced collaboration and productivity.

 

Community Summit NA

October 2024

Kelly Gustafson

Director of Strategic Engagements

Nathan Clouse

Technical Architect

Brittany Burke

Solutions Architect

D365 FO MVP Panel – New Features, tips and tricks

Join the D365 FO MVP’s to learn about hew features of D365 FO, tips, and tricks. This will be an interactive session with the audiance in which you will be bale to ask questions.

 

 

 

Community Summit NA

October 2024

Kelly Gustafson

Director of Strategic Engagements

Implementing Asset Management through your Supply Chain

Explore the seamless integration of Asset Management within Microsoft Dynamics 365 for Finance and Operations. Learn how to link your maintenance department effectively with key modules like Inventory Management, Procurement and Sourcing, and Master Planning. This session will highlight the benefits of incorporating your ERP supply chain processes, demonstrating how to optimize operations and decision-making in an interconnected business environment. 

 

Community Summit NA

October 2024

Kelly Gustafson

Director of Strategic Engagements

Making Workflow Work for You

As an organization, it makes sense to route certain documents through an approval process. In this informative session, Microsoft MVP and MCT Kelly Gustafson helps to take the mystery out of using the Microsoft Dynamics 365 F&O out-of-the-box workflow tool. In this session, we will discuss best practices, how to define approval processes, and work through setting up a workflow together! 

 

Community Summit NA

October 2024

Nathan Clouse

Technical Architect

Empowering Dynamics 365 for Finance and Operations with AI: A Transformational Journey

Explore the future of finance and operations with our deep dive into how Artificial Intelligence (AI) is revolutionizing Dynamics 365 for Finance and Operations. This session will uncover the practical applications of AI technologies to automate routine processes, supercharge analytics, and support strategic decision-making. Attendees will gain insight into the latest AI integrations, learn about the benefits of AI-driven enhancements, and discover how to implement these innovations to drive efficiency and accuracy in their financial operations. By blending real-world examples with actionable strategies, this session aims to empower users to leverage AI for a competitive edge in their business processes.

 

Community Summit NA

October 2024

Nathan Clouse

Technical Architect

Peter Ramer

Director of Managed Application Services, Consumer Products Senior Analyst at RSM
MVP, PMP

Maximize Your X++ Mastery: Learn the Ultimate Tips and Tricks for Development Success

Conquer even the most intricate x++ coding challenges with example solutions. Learn the tips and tricks that make developing faster and easier.

Discover what you need to know about the Unified Development Experience and the migration to the Power Platform Admin Center.

Unlock the full potential of Visual Studio and its capabilities.  Discover a list of other tools that enhance the development process. Gain invaluable insights into leveraging these tools to streamline development tasks, boosting productivity and efficiency.  From debugging to optimization, unravel the secrets of maximizing your workflow efficiency with insider tips and tricks.

Whether you’re a seasoned developer or just starting, this session will equip you with the tools and knowledge to take your X++ development to the next level.

 

Community Summit NA

October 2024

Nathan Clouse

Technical Architect

Alex Meyer

Senior Manager at Protiviti
MVP

Rebel Alliance vs. Empire: A Security Customization Showdown with Code and Configuration

In a galaxy far, far away, two sides fight for control: the Rebel Alliance and the Empire. But what if this battle was fought not with lightsabers and blasters, but with code and configuration? In this session, we’ll explore the parallels between the Star Wars universe and the world of security customization, as we pit the Rebel Alliance against the Empire in a showdown of code and configuration prowess.

We’ll begin by examining the security challenges faced by both sides, from the Empire’s centralized control and standardized approach to the Rebel Alliance’s decentralized and more flexible approach. Then, we’ll dive into the details of how each side customizes their security measures, looking at the code and configuration choices they make and the strengths and weaknesses of each approach.

Through interactive examples and case studies, we’ll demonstrate the practical implications of choosing code versus configuration for security customization.

Whether you’re a Rebel Alliance sympathizer or an Empire loyalist, you’ll come away from this session with a deeper understanding of how code and configuration can be used to customize your security strategy and win the battle against cyber threats.

 

Community Summit NA

October 2024

Brittany Burke

Solutions Architect

Exporting Insights, Importing Actions: Driving Decisions through the Data Management Workspace in D365 F&O

In today’s dynamic digital landscape, efficient data management is vital for businesses. In this engaging session, we’ll delve into the powerful data management capabilities D365 F&O. Whether you’re migrating data, integrating systems, mass updating records, mass creating new data, or exporting data for ad-hoc reporting, understanding these processes is paramount.

By the session’s end, participants will gain a comprehensive understanding of the data import/export process. We’ll explore:

  • Data Entities: An overview of their role in data management.
  • Staging Tables: Their significance for data validation and transformation.
  • Tips and Tricks: Navigating the Data Management workspace effectively.
  • Creating and Configuring Import/Export Jobs: Practical steps to streamline data movement in and out of D365 F&O.

Armed with the insights from this session, you’ll be well-prepared to tackle data migration, integration, and maintenance tasks within D365 F&O. Let’s empower your data journey!

 

Community Summit NA

October 2024

Brittany Burke

Solutions Architect

Navigating Financial Transactions in D365 F&O

In this session we navigate the intricate world of financial transactions within D365 F&O. Whether you’re an experienced accountant or a curious auditor, this session is designed to empower your finance team with practical tools and insights.

During this session, we will explore financial outcomes by identifying, researching, and comprehending the impact of everyday transactions. We’ll take a journey through the end-to-end process of financial transactions in D365 F&O, from their inception to posting and eventual reconciliation. Additionally, we’ll delve into how journals, ledgers, and subledgers play pivotal roles in capturing crucial transaction details.

Furthermore, you’ll discover tips and tricks to swiftly locate key transaction data throughout the system. By the end of this session, you’ll be equipped with actionable strategies to effectively resarch financial transactions. 

Community Summit NA

October 2024

Brittany Burke

Solutions Architect

Unlocking the Power of Posting Profiles: How to Improve Your Accounting in D365 F&O

In this session, we will dive into the world of posting profiles in Dynamics 365 F&O and discover how they can unlock the power of accounting in your organization. We will explore the various types of posting profiles and how they can be used to post transactions accurately and efficiently in D365.

You will learn how to ensure consistency and accuracy across your financial data by using posting profiles to automate and standardize your accounting processes. We will demonstrate how to map out transactional processes to determine the best posting profile definitions, making your accounting process faster, more reliable, and more insightful.

By attending this session, you will gain a comprehensive understanding of posting profiles and how they can be used to improve your accounting practices in D365. You will come away with practical insights and actionable steps that you can take to optimize your posting profiles and transform your financial management. 

Community Summit NA

October 2024

Lenore Flower

Senior Business Intelligence Analyst

Academy – Fabric/PP/Universal: Power BI Paginated Reporting Crash Course

When a report needs to be PDFed or printed, Power BI (Paginated) Report Builder is simply the right tool for the job. Yet—as anyone who has used Power BI Report Builder will tell you—creating a paginated report can be deceptively difficult. While this essential reporting tool employs logic that often aligns with its predecessors, Power BI Desktop and SQL Server Reporting Services, Power BI paginated reporting logic sometimes differs in ways that can be baffling for those familiar with either.

Each section of this daylong paginated reporting deep dive will follow a “concept, demo, practice” format; attendees will first learn key paginated reporting concepts, then see them in action through a demo, and will complete the section by directly applying what they’ve learned through a hands-on activity. While this session will address common paginated reporting challenges, equal emphasis will be given to why certain elements of paginated reporting logic behave unexpectedly in the first place.

Highlights of the Power BI Paginated Reports Crash Course agenda include:

  • How to choose the right reporting tool and data source for your use case
  • Understanding how paginated report (.rdl) logic differs from “standard” Power BI report (.pbix) logic
  • Creating common paginated reports using data regions and graphs – Leveraging expressions within your paginated report
  • Demystifying paginated reporting groups
  • Parameters in depth
  • Tackling more complex report requests
  • Paginated report formatting and printing
  • Paginated report administration within the Power BI Service

To ensure that this session is as relevant as possible to attendees, some activities and examples will be driven by attendee input.

Session participants are highly encouraged to share their own paginated reporting challenges with the presenter least two weeks prior to this session, so they may be incorporated into “how to demos” and/or exercises where appropriate. 

Community Summit NA

October 2024

Mac Mann

Vice President of Operations

Brittany Burke

Solutions Architect

Lauren Wooll

Solutions Architect

Academy – FO: Inventory Costing in D365 F&O Academy

This advanced course on inventory costing in D365 F&O will cover various configuration steps for costing groups, inventory costing methods, item pricing, production inputs, and how they all interact. This will help attendees gain a thorough knowledge of how to establish and maintain their system efficiently. Participants will learn more about their processes, enabling them to investigate and report on outcomes. This will equip users to improve their inventory costing management.

past events

 

Dynamics Con Live

May 2024

Brittany Burke

Solutions Architect

From Chaos to Control: Achieving a Smooth Financial Period Close in D365 F&O

Are you tired of struggling through a chaotic and stressful financial period close process in D365? Do you want to gain control over your financial data and ensure a smooth and accurate close every time? In this session, we will demonstrate how to take control of your period close process and achieve a streamlined close using the Financial Period Close Workspace in D365. Together we will discover the key features of the Financial Period Close Workspace and how to use them to validate, reconcile, and close your financial data. Attendees will learn best practices for setting up and customizing the workspace, navigating its components, and troubleshooting common issues. Attendees will gain a better understanding of the Financial Period Close Workspace in D365 and how to leverage it for greater control and efficiency in your period close process. You’ll leave with practical tips and insights for improving your financial management and reporting and reducing risk.

Community Summit NA

October 2023

Benjamin Breeden

CEO, President & Founder

Brittany Burke

Solutions Architect

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.

 

Community Summit NA

October 2023

Mac Mann

Director of Operations

Brittany Burke

Solutions Architect

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.

 

Community Summit NA

October 2023

Lenore Flower

Senior Business
Intelligence Analyst

Lauren Wooll

Functional Consultant II

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.

 

Community Summit NA

October 2023

Brittany Burke

Solutions Architect

Mac Mann

Director of Operations

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.

Community Summit NA

October 2023

Brittany Burke

Solutions Architect

Lauren Wooll

Functional Consultant II

Colin Greenwell

Information Systems Manager  PolyQuest Inc. 

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.

Community Summit NA

October 2023

Lenore Flower

Senior Business
Intelligence Analyst

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.  

Community Summit NA

October 2023

Lenore Flower

Senior Business
Intelligence Analyst

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. 

dynamics con live 2023

Wednesday, May 24
3:40 pm – 4:40 pm

Brittany Burke

Solutions Architect

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.

dynamics con live 2023

Tuesday, May 23
1:15 pm – 2:15 pm

Lenore Flower

Senior Business
Intelligence Analyst

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.

Community Summit 2022

Brittany Burke

Solutions Architect

Lauren Wooll

Functional Consultant 2

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.

In the dc metro area?

Join the Power BI DC Meetup group co-run by our very own Senior Business Intelligence Analyst, Lenore Flower.

Group Description:

This business analytics-minded group will focus on exploring the capabilities of Microsoft’s Power BI solution so members can optimize the rich visuals, reporting and collaboration features for their organizations and everyday lives. Power BI DC serves the general Mid-Atlantic region as a community for users to meet subject matter experts in Business Analytics, BI and Power BI, learn new ways to work with their data and learn from each other. Power BI DC Mission: We believe in Data Democratization and want to enable everyone to #bedatafearless!

 

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