Session Schedule for
Wednesday, June 14th, Eastern U.S. Time

8 a.m. – 9 a.m. Sessions

The 4 Secrets of Visual Scheduling in Microsoft Dynamics NAV

Jake Hostetler, Netronic

Adding a layer of visual scheduling to your data is critical if you want to maintain a flexible operation and even more so if you want to balance agility with growth. Learn how our Visual Scheduling Suite, built specifically for NAV, not only brings unprecedented transparency to your data but myriad other key benefits as well. This session will highlight the four biggest secrets of visual scheduling and show you how each will allow you to plan and schedule your time- and resource-oriented data in an agile yet seamless way.

 

Mobile WMS for Dynamics AX and NAV Live Demo

Presented by Tasklet Factory

Live Demo of Mobile WMS for Dynamics AX or NAV. Experience a best-in-class Mobile WMS Solution for Dynamics AX and Dynamics NAV. See our new Android application, how you can work offline and see how flawlessly our Mobile WMS solution integrates to the standard warehouse functionalities in Dynamics AX and NAV.

Available throughout the day upon request.

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9 a.m. – 10 a.m. Sessions

deFacto Global, Inc. 

Product demonstration by deFacto Global

More information to follow.

 

Data Integration for Microsoft Dynamics Made Easy

Presented by Kingwaysoft

KingswaySoft offers the SSIS Integration Toolkit, a perfomant, easy to use, codeless data integration solution built on Microsoft SQL Server. The SSIS Integration Toolkit makes it easy to integrate Microsoft Dynamics applications with any other application or database system. Learn some of the common data integration, migration, and data integrity challenges this feature-rich toolkit can solve and see how easy the components are to use with a live demo.

 

NAV Easy Security – Logins and Permissions

Per Mogensen, MergeTool

Join this webinar to see how you can record permissions and use the Segregation of Duties permission sets that are delivered with Easy Security to set up precise security in Microsoft Dynamics NAV. Also, we will show how you can easily find the security data your auditors are looking for.

 

Duplicate Data in Dynamics 365/CRM? Problem Solved!

Presented by QGate Software

Do you have duplicate data in your CRM system? This session will explore some of the reasons behind the problem and how to solve it, once and for all. You will see how Paribus Interactive empowers all users to prevent duplicate data from being entered in the system, while improving their user experience and efficiency. We will also show you how Paribus Discovery addresses the identification and removal of existing duplicate data with its intelligent and configurable matching engine.

 

Why 1,700 Businesses Choose to Mobilize Dynamics 365 with Resco

Presented by Resco

Ever had a request for a complete mobile solution for Dynamics 365 that’s fully offline and customized? Then you’ve come to the right place. Join us to discover the top features and reasons why 1,700+ businesses use our mobile client to energize sales, engage with customers on a whole new level, and improve internal processes.


10 a.m. – 11 a.m. Sessions

Enhanced Notes Webinar

Presented by ISC Software

Productivity Add-on for Dynamics GP. Hosted at 10am 

 

Customer HQ Webinar

Presented by ISC Software

Self-serve Sales Portal for Dynamics GP. Hosted at 10:30am.

 

Active Directory and Dynamics D365 Bidirectional Automation

Presented by Elevate HR

Tired of the manual hassle of maintaining your Active Directory and Dynamics 365 (or Dynamics AX)? Weary of dual data entry, and the constant nag of keeping them in sync? Fret no more! Elevate HR® Active Directory Integration automates the process for employees, vendors, customers – for anyone who needs access. We create both Active Directory and D365 user account records, and synchronize all actions, from onboarding, to updates, to disabling access when offboarding or terminating. Come see AD automation in action!

 

Live Demo: MineralTree AP Automation

Presented by MineralTree.

Microsoft Dynamics GP (Great Plains) users are integrating with MineralTree Invoice-to-Pay to automate their accounts payable workflows. Attend this live demo to see how it works!

 

MetaViewer AP Automation for Microsoft Dynamics AX & D365 for Operations

Doug Bertram, Metafile

Automating Accounts Payable and more with MetaViewer for Microsoft Dynamics 365 for Operations

Session begins at 10:30am.

 

Paymate Clarity - Payroll & Human Resources Demonstration

Travis Dafoe, Paymate Software Corporation

Paymate offers Payroll, HR and Time & Attendance Solutions for Dynamics AX / GP / NAV / SL.

Join us for a live demonstration of Clarity Payroll and Human Resources. During the demo we will provide you with an up close look at the software, discuss common pain points for business using Dynamics, and illustrate how Clarity can help to overcome those. You will also learn more about the software’s integration to Dynamics products and how that integration can save time  and provide you with valuable reporting. 


11 a.m. – 12 p.m. Sessions

ClickDimensions Marketing Automation for Microsoft Dynamics 365

Brad Burks, Vice President of SalesClickDimensions

ClickDimensions embeds powerful yet easy-to-use marketing automation features natively inside Microsoft Dynamics 365. Marketers can create bulk emails, multi-channel campaign automations, web forms, surveys, and more with intuitive drag-and-drop functionality.

Working seamlessly with Dynamics 365, ClickDimensions bridges the gap between marketing and sales, resulting in reduced costs and increased revenue. In this webcast, Brad will use a combination of stories, technology, and examples to demonstrate how the ClickDimensions solution can help you create real-time collaboration between your marketing and sales departments using Dynamics 365 and marketing automation. And stay tuned during the session for a preview of ClickDimensions’ new social engagement solution!

 

deFacto Global, Inc.

Product demonstration by deFacto Global

More information to follow.

 

Human Capital Management: D365O’s Hottest New Topic

Presented by Elevate HR

Maximize your investment in Dynamics 365 with its Human Capital Management (HCM) features. Elevate HR will show you HCM in the new world of Dynamics 365 for Operations, and how Elevate HR Solutions for D365 deliver an enterprise-strength platform for any company, local or global, big or small. We’ll show you what it is, why you need it, and how you get it. The Webcast will cover: Dynamics HCM Building Blocks; HCM Dashboards, KPIs & Reporting Tools, Employee Lifecycle (Hire to Retire), and Employee & Manager Self-Service. Works with Dynamics AX 2012, too!

 

Building a Sound Security and Compliance Environment in AX

Frank Vukovits, Fastpath

Are you or your company worried about an upcoming audit, or perhaps wondering if your approach to security in AX is following a sound methodology? Not sure how best to approach the planning, delivery, and maintenance of security? In this session we will review six areas of control monitoring that, when setup correctly, should prepare your company for the next audit, and more importantly provide the framework for successfully maintaining and managing security inside Dynamics AX. Then, we will show you have Fastpath can help you achieve these controls.

 

Live Demo of Journyx Time and Expense

Presented by Journyx

Join us for a live demo of Journyx time and expense tracking software, and see how it will help you collect better time and expense data in Dynamics. SPECIAL INNOVATION EXPO PROMOTION: attend a demo and get 20 licenses for the price of 10 when you buy Journyx.

 

Live Demo of Prophix + Dynamics

Tracey Welsh, Prophix

Come see a live demo of Prophix, an innovative performance management solution, that illustrates how to automate all of your major financial and operational processes using a single, unified solution.  Watch how Prophix empowers you to gain valuable insight into your business performance. You will learn:

  • How Prophix automates budgeting, forecasting, reporting, consolidation, and analysis
  • Methods to improve financial processes without the need for IT
  • How integrated financial planning solution that allows business leaders like yourself to evaluate and plan for both operational and strategic level planning on an ongoing basis
 

Telephony made easy with intelli-CTi for Dynamics 365/CRM

Presented by QGate Software

Are you still manually dialling telephone numbers, looking up Contacts and capturing telephone call information by hand? intelli-CTi provides the ability to manage the entire call flow process while freely interacting with Microsoft Dynamics 365/CRM. Join our session and see how easy it is to integrate your phone system with Dynamics 365/CRM and to get all the benefits this solution provides.

 

Thriving in a Changing B2B Sales Landscape with Single-Stack E-Commerce for Microsoft Dynamics

Chris Brunelli, Sana Commerce

Businesses are improving operations, inventing new models and changing how they engage customers in a digital world. This speaks to both retail organizations and B2B companies, who are at the forefront of this change in regards to how they market, sell, and interact with customers. During this presentation we will discuss the changing landscape for B2B e-commerce and explain why 62% of businesses are taking a single-stack approach to selling online. (Forrester Research, 2016).

During this presentation, we will highlight:

  • How businesses are engaging their clients in a digital world
  • Why businesses choose a single-stack strategy for e-commerce
  • Omnichannel, the norm for retailers and an emerging trend for B2B
  • Your Dynamics ERP system at the heart of it all
 

Lessons learned from migrating Dynamics GP to Dynamics 365 for Operations

Janelle Riley, Syvantis

Tune in as a 17-year GP Partner chronicles its own experience of migrating Dynamics GP to Dynamics 365 for Operations. Learn how making the jump from Dynamics GP to Dynamics 365 for Operations can transform your business and give it jolt it needs to grow to the next level. Find out what additional capabilities are available in Dynamics 365 for Operations that are not available in Dynamics GP. Leverage this partner’s experience to prepare for your organization’s transition to Dynamics 365 for Operations.

 

Manage Material Flow in Batch Manufacturing and Supply Chain

Andreas H. E. Dorsch, Andy Buchmann, YAVEON

Watch this webinar to learn how Dynamics NAV companies with batch manufacturing needs can meet their most demanding industry challenges with the help of YAVEON ProBatch. Discover the must-have capabilities in industries including chemicals, pharma, feed & food (long shelf), cosmetics, and medical technology industry.


12 p.m. – 1 p.m. Sessions

Dynamics GP Security - From A to Z

Mark Polino, Fastpath

Everyone knows the first step in good security is a great password. But, not everyone thinks about setting up audit trails and managing segregation of duties. Join this session to learn the best way to secure your Dynamics GP environment and help prevent fraud. We start with the basics, and end with how to manage segregation of duties risks.

 

Active Directory and Dynamics D365 Bidirectional Automation

Presented by Elevate HR

Tired of the manual hassle of maintaining your Active Directory and Dynamics 365 (or Dynamics AX)? Weary of dual data entry, and the constant nag of keeping them in sync? Fret no more! Elevate HR® Active Directory Integration automates the process for employees, vendors, customers – for anyone who needs access. We create both Active Directory and D365 user account records, and synchronize all actions, from onboarding, to updates, to disabling access when offboarding or terminating. Come see AD automation in action!

 

MetaViewer AP Automation for Microsoft Dynamics GP

Bob Hawley, Metafile

Go Beyond AP Automation with MetaViewer Paperless Automation for Microsoft Dynamics GP.

Visit www.metaviewer.com for more information.

 

How Microsoft Dynamics GP Users Demonstrate ROI in Accounts Payable Automation

Michael Goldenberg, VP of Sales, MineralTree

Microsoft Dynamics GP customers today are embracing solutions that improve automation and efficiency in all parts of the business. And accounts payable is no exception. Today the accounts payable function is dominated by manual functions, whether it's keying/entering invoices into an accounting system for processing or printing and signing checks. The question becomes, is it worth automating? Is there any value and, if so, what is the ROI? In this webinar, we will explore how Dynamics GP customers can uncover the true ROI of automating the accounts payable process.

 

Paymate Clarity - Payroll & Human Resources Demonstration

Travis Dafoe, Paymate Software Corporation

Paymate offers Payroll, HR and Time & Attendance Solutions for Dynamics AX / GP / NAV / SL

Join us for a live demonstration of Clarity Payroll and Human Resources. During the demo we will provide you with an up close look at the software, discuss common pain points for business using Dynamics and illustrate how Clarity can help to overcome those. You will also learn more about the software’s integration to Dynamics and how that integration can save time  and provide you with valuable reporting. 

 

Amplify Your Dynamics & Excel Budgeting Through Automation

Gina St.Clair-Phistry, Prophix

Join this webinar to learn about how your role in Finance can make better sense of the abundance of data from Dynamics, Excel, and all other data sources (CRM, HR System, etc.) and offer valuable insight into your company. 

  • Stop relying on error-prone spreadsheets for budgeting
  • Finally, a way to create accurate & timely reports
  • Visualize real-time data to track business’s performance & gain valuable insight into your company’s overall performance

It’s time to take your finance processes to the next level with Corporate Performance Management (CPM) software.

THIS SESSION WILL EXPLORE:

  1. How to seamlessly integrate Dynamics, Excel and other data sources (payroll, expense management, CRM, etc.)
  2. How to easily create impactful reports above and beyond current functionality
  3. How to build dashboards even a non-finance person can understand
 

Banking, Treasury & Credit Card Automation

Tim Kahne, CTO and Co-Founder with Aynsley Keller, Director Sales and Marketing, North America - SK Global

Start saving significant time and money by streamlining your banking processes. Enhance your customer and vendor relations with integrated payment and collections tools and start seeing true automation at work in your ERP. Any bank, any format, anywhere!


1 p.m. – 2 p.m. Sessions

Upgrading to Dynamics 365 for Operations

Matthew Hill, Director of Business Solutions, Client Strategy Group

Join the CSG team and learn the important considerations required for moving your organization to Dynamics 365 for Operations. We will guide you through our proven approach to tackling this innovative platform and provide you with topics to consider as your plan your upgrade.

Objectives:

  • Provide an overview of Microsoft Cloud and its disruption in the marketplace
  • Discern how the subscription model impacts your current platform investment
  • Share a proven approach to migrating your current AX environment to D365 for Operations
 

Automated Employee Performance Management for Dynamics GP & AX Users

John Smith, CRGroup

Join us for this live event where we will be reviewing emPerform in action: award-winning employee performance management for Dynamics GP & AX users. See how companies around the world are automating and streamlining performance reviews and engaging their workforce in ongoing goal management, continuous feedback, and coaching.

During this session we will review common performance management challenges, and sample of forms and processes that save time, add value, and can help to align, develop, reward and retain your company’s talent.

 

deFacto Global, Inc.

Product demonstration pesented by deFacto Global

More information to follow.

 

Human Capital Management: D365O’s Hottest New Topic!

Presented by Elevate HR

Maximize your investment in Dynamics 365 with its Human Capital Management (HCM) features. Elevate HR will show you HCM in the new world of Dynamics 365 for Operations, and how Elevate HR Solutions for D365 deliver an enterprise-strength platform for any company, local or global, big or small. We’ll show you what it is, why you need it, and how you get it. The Webcast will cover: Dynamics HCM Building Blocks; HCM Dashboards, KPIs & Reporting Tools; Employee Lifecycle (Hire to Retire); and Employee & Manager Self-Service. Works with Dynamics AX 2012, too!

3 Steps to Transform Dynamics GP & SL with Process Automation

Mary Miller, Imagetag

Join ImageTag to learn from real-world case studies how Dynamics GP and SL customers fix broken and manual processes like accounts payable, expense reporting, and HR file management - or any document-intensive area.

Attend this webinar to:

  • Identify processes that can benefit from automation and see demonstrations of how it works in GP and SL
  • Take advantage of GP features like Intercompany transactions, Multi-currency, Analytical Accounting and more - before your invoice begins its approval routing
  • See how simple and affordable it is to provide ERP and non-ERP users access to critical business documents and processes
  • Accelerate audits and find financial documents in seconds
  • Discuss business case scenarios that demonstrate quick ROI

You'll see why more than 120,000 people have found more time and less stress with KwikTag, managing all of their documents in one system.

 

Power BI: What is the Excitement?! 

AJ Ansari, InterDyn BMI

 A lot of talk has been happening around Power BI. Wondering why? Attend this webcast to get an in-depth overview of Power BI and find out how you can better display your company’s KPIs and reports from your computer, tablet or phone. Come see why Power BI is the interactive data visualization tool for you!

 

Enhanced Notes for Dynamics GP

Presented by ISC Software

Productivity Add-on for Dynamics GP.  

 

Customer HQ for Dynamics GP

Presented by ISC Software

Self-serve Sales Portal for Dynamics GP. Begins at 1:30pm ET.

 

Data Integration for Microsoft Dynamics Made Easy

Presented by Kingwaysoft

KingswaySoft offers the SSIS Integration Toolkit, a perfomant, easy to use, codeless data integration solution built on Microsoft SQL Server. The SSIS Integration Toolkit makes it easy to integrate Microsoft Dynamics applications with any other application or database system. Learn some of the common data integration, migration, and data integrity challenges this feature-rich toolkit can solve and see how easy the components are to use with a live demo.

 

NAV Easy Security – Quick Security

Per Mogensen, MergeTool

Join this webinar to see how you can implement security in Microsoft Dynamics NAV in a few hours with NAV Easy Security – Quick Security. We will show how easily you can limit full access to setup data and completely lock out users from key areas like finance and payroll.

 

The 4 Secrets of Visual Scheduling in Microsoft Dynamics NAV

Jake Hostetler, Netronic

Adding the layer of visual scheduling to your data is critical if you want to maintain a flexible operation and even more so if you want to balance agility with growth. Learn how our Visual Scheduling Suite, built specifically for NAV, not only brings unprecedented transparency to your data but myriad other key benefits as well. This session will highlight the four biggest secrets of visual scheduling and show you how each will allow you to plan and schedule your time and resource oriented data in an agile yet seamless way

 

Duplicate Data in Dynamics 365/CRM? Problem Solved!

Presented by QGate Software

Do you have duplicate data in your CRM system? This session will explore some of the reasons behind the problem and how to solve it, once and for all. You will see how Paribus Interactive empowers all users to prevent duplicate data from being entered in the system, while improving their user experience and efficiency. We will also show you how Paribus Discovery addresses the identification and removal of existing duplicate data with its intelligent and configurable matching engine.

 

First Look: Distribution in Dynamics 365 for Operations

Natalie Davidson, Syvantis

Dynamics 365 for Operations streamlines the procure to pay process by providing collaboration between the employee, the vendor, the buyer and the financial accounting staff. In this demonstration, we will show an employee requesting to purchase an item through the requisition process, encumbrance accounting that tracks your planned expenditure of the item, receipt of goods, automated business processes and approvals, and payments. 

 

Vendor Management Made Simple

Presented by TrueCommerce

Join us to discuss supplier enablement.


2 p.m. – 3 p.m. Sessions

4 Ways to Customize Your Digital Office with Microsoft Dynamics 365 and AssureSign

Presented by AssureSign

eCommerce embodies rapid digitization, leaving many enterprises floundering in the digital deep-end. So how do you swim laps around your industry’s competition? Customization through innovation and integration is key in staying relevant within your industry. Join us on Wednesday June 14th at 2pm ET, for a live webinar to learn how taking your office digital with an AssureSign-Dynamics 365 integration can deliver the customization edge needed to not only keep pace, but spearhead your industry. In this webinar you will learn how to:

  • Customize your Dynamics 365 environment to fit your current business processes
  • Send documents to customers all without leaving CRM
  • Improve your customer’s overall signing experience with customized signing options
  • Securely manage, store and track all documents within Dynamics 365
 

Security Management In Microsoft Dynamics AX

Turner Foster, Industry Solution Architect, Columbus

Setting up security roles and managing user licenses is an immensely time consuming task. Save time and licensing costs with an automatic matching tool that aligns business roles with software licenses and ensures that people have access only to the capabilities and data they need.

Join this 30 minute webinar where we’ll show you a simple solution that helps companies address common concerns in managing their ERP system such as:

  • Setting up security roles and managing user licenses
  • Complexity of keeping roles and licenses current through upgrades and organizational changes
  • Tasks that often involve expensive consulting hours
  • Insufficient auditing capabilities
  • Internal fraud protection
 

Get your Workday Back on Track with Productivity Apps for AX, CRM, and the New Dynamics 365

Amar Gandhi, Sat Deol, Luis Lopez Garay with Crowe Horwath, LLP

Losing valuable time during the week? Extend the “out-of-the-box” functionality of your Microsoft Dynamics AX and CRM technology with our add-ons, which are designed to optimize the user experience and improve efficiencies across your organization.

Join our webinar to learn more about:

  • Finance solutions to simplify your period-end closing process,
  • Project Management to ensure your projects come in on time and on budget,
  • EditAble CRM Grid for faster updates of customer data.
 

Best Practices for Setting Up Audit Trails in Dynamics NAV

Liz Piteo, Fastpath

You need to track, but you don't want to overburden your system with too many Audit Trails. In this session, we talk about how to take a risk based approach to creating audit trails. We show you real life examples and walk you through the steps to successfully create audit trails.

 

Automating Accounts Payable and More with MetaViewer for Microsoft Dynamics 365 for Operations

Doug Bertram, Metafile

Microsoft Dynamics 365 for Operations and Microsoft Dynamics AX. Visit www.metaviewer.com for more information.

 

Financial Reporting & Budgeting Made Easy with Prospero by the MSX Group

Bill Thomas, MSX

Join our live Prospero® webinar where we’ll showcase our financial reporting and budgeting solution. These webinars are your opportunity to learn more about our robust financial reporting product, as well as find out about our exciting new Prospero Budgeting module. We’re confident our product will deliver efficient, reliable and robust financial reporting, budgeting, and forecasting processes to your organization. Your questions on how Prospero can meet your organization’s needs are always encouraged! Questions? Email us at Prospero@MSXGroup.com

 

PCI Compliance & AR Automation

Fauwaz Hussain, Director of Sales and Marketing, Nodus

Receivables is the heart line of every business, yet several factors can influence your efficiency to collect these receivables, including security. So what can you do to facilitate an efficient A/R process for both you and your customers?

Join Nodus Technologies in discovering how you can automate your accounts receivables, secure sensitive payment information, reduce the scope of PCI Compliance, provide your customers the convenience of online bill pay, and have it all seamlessly integrate with Dynamics GP.

 

Paymate Clarity - Payroll & Human Resources Demonstration

Travis Dafoe, Paymate Software Corporation

Paymate offers Payroll, HR and Time & Attendance Solutions for Dynamics AX / GP / NAV / SL

Join us for a live demonstration of Clarity Payroll and Human Resources. During the demo we will provide you with an up close look at the software, discuss common pain points for business using Dynamics and illustrate how Clarity can help to overcome those. You will also learn more about the software’s integration to Dynamics and how that integration can save time  and provide you with valuable reporting. 

 

Live Demo of Prophix + Dynamics

Tracey Welsh, Prophix

Come see a live demo of Prophix - an innovative performance management solution that illustrates how to automate all of your major financial and operational processes using a single, unified solution.  Watch how Prophix empowers you to gain valuable insight into your business performance. You will learn:

  • How Prophix automates budgeting, forecasting, reporting, consolidation and analysis
  • Methods to improve financial processes without the need for IT
  • How integrated financial planning solution that allows business leaders like yourself to evaluate and plan for both operational and strategic level planning on an ongoing basis
 

Why 1,700 businesses choose to mobilize Dynamics 365 with Resco

Presented by Resco

Ever had a request for a complete mobile solution for Dynamics 365 that’s fully offline and customized? Then you’ve come to the right place. Join us to discover the top features and reasons why 1,700+ businesses use our mobile client to energize sales, engage with customers on a whole new level, and improve internal processes.


3 p.m. – 4 p.m. Sessions

deFacto Global Session Title

Presented by deFacto Global

More info to follow.

 

NAV Easy Security – Field Level and Data Security

Per Mogensen, MergeTool

In this webinar, we will demonstrate how you can use Field Level and Data Security to limit users’ access to specific fields, actions and pages and limit the data users can see in Microsoft Dynamics NAV. We will show how you can hide fields, actions and pages or make these uneditable, for example, hide the cost fields on the item card or make the credit limit field in the customer card uneditable. Also, we will show how you can limit the data users can see, for example, only let sales people see the customers and sales orders for customers, that they are assigned as a salesperson for.

 

MetaViewer AP Automation for Microsoft Dynamics GP

Bob Hawley, MetaFile

Go Beyond AP Automation with MetaViewer Paperless Automation for Microsoft Dynamics GP. Starts at 3:30pm.

 

Telephony made easy with intelli-CTi for Dynamics 365/CRM

Presented by QGate Software

Are you still manually dialling telephone numbers, looking up Contacts and capturing telephone call information by hand? intelli-CTi provides the ability to manage the entire call flow process while freely interacting with Microsoft Dynamics 365/CRM. Join our session and see how easy it is to integrate your phone system with Dynamics 365/CRM and to get all the benefits this solution provides.

 

What to know when migrating Dynamics GP to the Cloud

Jenna Riley & Jessica Lofrano-Larson, Syvantis

Learn how to migrate Dynamics GP to the cloud without disrupting your business and stressing out your staff. Attend this webinar to find out what questions to ask your service provider before making the change. We’ll walk through the entire migration process from initial contact with your provider through post go-live assistance. Learn about the licensing alternatives available to you and the pros and cons of each.

 

Notification Management for Microsoft Dynamics NAV

Steve Chinsky, Sr. Industry Solution Architect, Tridea Partners

Have you ever wanted to get an approval for a Purchase Order, Purchase Invoice, or Sales Credit Memo? Or get notified as soon as certain events or conditions occur without requiring you to take action? With Notification Management for Microsoft Dynamics NAV, you can! Join this informational session to see how you can:

  • Set notifications to be triggered by events.
  • Prepare sales order confirmations, invoices, or purchase orders in standard templates.
  • Use information from customized calendars or the Job Queue to schedule notifications.
  • And more!

4 p.m. – 5 p.m. Sessions

EDI Made Simple for Dynamics 365/AX by Data Masons including Demo

Glenn McPeak, Data Masons

Microsoft Dynamics AX and Dynamics 365 customers have options when it comes to EDI or XML integration solutions, but without the right preparation and expertise, the effort can be riddled with expensive and complicated errors that could have been easily avoided. Understand the right questions to ask to make sure you're heading down the right integration path for your company. Should you customize Dynamics AX/365 or embed custom code to handle your requirements? Do prepackaged external applications work? Is a SaaS or an on-premise solution a better way to go? Can you have both? Do you really have to pay document fees? How do Dynamics updates impact your EDI process? We'll cover these critical questions and more in this informative session. Come away from the event with information that can turn EDI and eCommerce into a strategic advantage at your organization.

 

Live Demo: MineralTree AP Automation

Presented by MineralTree.

Microsoft Dynamics GP (Great Plains) users are integrating with MineralTree Invoice-to-Pay to automate their accounts payable workflows. Attend this live demo to see how it works!

 

Paymate Clarity - Payroll & Human Resources Demonstration

Travis Dafoe, Paymate Software Corporation

Paymate offers Payroll, HR and Time & Attendance Solutions for Dynamics AX / GP / NAV / SL

Join us for a live demonstration of Clarity Payroll and Human Resources. During the demo we will provide you with an up close look at the software, discuss common pain points for business using Dynamics and illustrate how Clarity can help to overcome those. You will also learn more about the software’s integration to Dynamics and how that integration can save time  and provide you with valuable reporting. 

 

Why 1,700 businesses choose to mobilize Dynamics 365 with Resco

Presented by Resco

Ever had a request for a complete mobile solution for Dynamics 365 that’s fully offline and customized? Then you’ve come to the right place. Join us to discover the top features and reasons why 1,700+ businesses use our mobile client to energize sales, engage with customers on a whole new level, and improve internal processes.

 

Thriving in a Changing B2B Sales Landscape with Single-Stack E-Commerce for Microsoft Dynamics

Chris Brunelli, Sana Commerce

Businesses are improving operations, inventing new models and changing how they engage customers in a digital world. This speaks to both retail organizations and B2B companies, who are at the forefront of this change in regards to how they market, sell and interact with customers. During this presentation we will discuss the changing landscape for B2B e-commerce and explain why 62% of businesses are taking a single-stack approach to selling online. (Forrester Research, 2016).

During this presentation, we will highlight:

  • How businesses are engaging their clients in a digital world
  • Why businesses choose a single-stack strategy for e-commerce
  • Omnichannel, the norm for retailers and an emerging trend for B2B
  • Your Dynamics ERP system at the heart of it all

5 p.m. – 6 p.m. Sessions

Data Integration for Microsoft Dynamics Made Easy

Presented by Kingwaysoft

KingswaySoft offers the SSIS Integration Toolkit, a perfomant, easy to use, codeless data integration solution built on Microsoft SQL Server. The SSIS Integration Toolkit makes it easy to integrate Microsoft Dynamics applications with any other application or database system. Learn some of the common data integration, migration, and data integrity challenges this feature-rich toolkit can solve and see how easy the components are to use with a live demo.

 

Duplicate Data in Dynamics 365/CRM? Problem Solved!

Presented by QGate Software

Do you have duplicate data in your CRM system? This session will explore some of the reasons behind the problem and how to solve it, once and for all. You will see how Paribus Interactive empowers all users to prevent duplicate data from being entered in the system, while improving their user experience and efficiency. We will also show you how Paribus Discovery addresses the identification and removal of existing duplicate data with its intelligent and configurable matching engine.

 

Live Demo of Prophix + Dynamics ERP

Bryan Tretheway, Prophix

Come see a live demo of Prophix - an innovative performance management solution that illustrates how to automate all of your major financial and operational processes using a single, unified solution.  Watch how Prophix empowers you to gain valuable insight into your business performance.

You will learn:
·         How Prophix automates budgeting, forecasting, reporting, consolidation and analysis
·         Methods to improve financial processes without the need for IT
·         How integrated financial planning solution that allows business leaders like yourself to evaluate and plan for both operational and strategic level planning on an ongoing basis

 

First Look: Project Accounting in Dynamics 365 for Operations

Janelle Riley, Syvantis

This end-to-end demo of Dynamics 365 for Operations walks through the entire Project Management through Project Financials process and highlights functionality of Workspaces, Contract Management, Project Accounting, Requisitions, Collections, and Project Reporting. See firsthand how Dynamics 365 for Operations can help you get control of your Project Management and Project Accounting processes. Learn about upcoming feature releases which will enhance the capabilities of Dynamics 365 for Operations even more. 


6 p.m. – 7 p.m. Sessions


7 p.m. – 8 p.m. Sessions

Telephony made easy with intelli-CTi for Dynamics 365/CRM

Presented by QGate Software

Are you still manually dialing telephone numbers, looking up Contacts and capturing telephone call information by hand? intelli-CTi provides the ability to manage the entire call flow process while freely interacting with Microsoft Dynamics 365/CRM. Join our session and see how easy it is to integrate your phone system with Dynamics 365/CRM and to get all the benefits this solution provides.