Getting started with Power Automate for D365 F&SCM

You know Power Automate connects with D365, but you are not sure how you might use it? In this session we will dive into the options available with Power Automate, work through a few examples that will hopefully you give you some ideas on how to deploy automation in your business.

See how the following examples are built:
• Create a workflow for new customers that need credit team approval.
• Create a workflow for new vendors to get W9 or tax information.
• Create a journal entry from Excel getting approval before anything is entered in D365.
• Integrate Dynamics 365 workflows with Teams

Canvas vs. Model-Driven Power Apps

Join us for an insightful session where we dive into the world of Canvas Apps and Model-Driven Apps in PowerApps. PowerApps is a powerful low-code platform that allows users to build custom business applications without extensive coding knowledge. In this session, we will compare and contrast Canva Apps and Model-Driven Apps, two popular app types in PowerApps, to help you understand their unique features, use cases, and benefits.

Ask the Experts: Dynamics 365 Finance

If you've got a burning question about anything finance related, you'll want to bring them to this session where we'll take your questions and get them answered from a panel of experts. (Experts TBD)

Being a First Responder in business

As a DynamicsCon superhero, you are often the first responder to technical emergencies & incidents to support for your coworkers or customers. Have you ever thought about how your job might compare to a First Responder, and how you might use the same techniques to get your job done?

In this session you will hear from Dan Edwards, who not only has over 30 years of experience in ERP consulting, but also has over 33 years of experience as a First Responder. He will share key points that he has learned and how they relate to business. The desire is that you will be able to use these tips to give you some ideas and techniques that you can apply in your daily work and personal life.

Key Points –
• Training Training Training
• Partners Matter
• Having a Plan is Important
• Guidelines are Important
• Documentation is Key
• No Such Thing as Routine
• Briefing and Debriefing
• A Boring Day Can Change Quickly
• Communication is Critical
• The Little Things Make a Big Difference
• Times Change

Bookmarks, Buttons and Actions – creating navigation in Power BI

While Power BI is a great self-service tool, many users are looking for simple answers to their questions. In this session we will look at how you can use bookmarks, buttons and actions to turn your reports into an application.

Learning Objectives:
- Creating a menu
- Hide and show your slicers
- Give users options between visuals and tables
- Provide additional data with custom tooltips

Intro to Power Automate for a Business User

As a business user, you may think Power Automate is just for the IT department. In this session we will take a look at examples of how business users can use Power Automate to make their life easier without any programming experience

Overview AP Automation features inside D365 Finance

In this session we will look at the new features available to help automate the accounts payable process and how they are setup starting with the new Invoice Capture Solution.
Other tasks include:
-Automatically apply prepayments to vendor invoices
-Automatically submit imported invoices to the workflow system
-Match product receipts to pending vendor invoice lines
-Simulate posting before a vendor invoice is posted
-Quickly view workflow and automation history
-View and analyze the results of automating vendor invoice processing
-Resume automated processing for multiple invoices

Learning Objectives:
-List the features and functions of the Invoice Capture solution
-Describe how automated tasks can be used to apply prepayments, manage worklows and post invoices
-Evaluate the advantages of the AP Automation features

Using Power Automate & Power Apps to automate the Accounting Department

The Power Platform is not just for the IT department.

Many functions in the accounting department are repetitive, but are also very crucial. Missing just one step can cost the organization money. In this session we will look at how the accounting team can use Power Automate and Power Apps to help automate the repetitive steps and give themselves more time for other business critical activities.

Improve the on boarding of customers and vendors
Track approval for accounting entries using Teams and Outlook
Automate report distributions to Teams and Outlook
Monitor credit limits and key dates
Automate upload of entries from Excel
and more...

Learning objectives:

-Participants will learn how Power Automate and Power Apps can be utilized in the accounting department to automate repetitive tasks, thereby increasing efficiency and reducing the risk of errors.

-Participants will gain knowledge on how to automate various accounting processes

-Learn how leveraging Microsoft Teams and Outlook improve collaboration in the accounting department

Understand the Application of Power Platform in Accounting: Participants will learn how Power Automate and Power Apps can be utilized in the accounting department to automate repetitive tasks, thereby increasing efficiency and reducing the risk of errors.

Master the Techniques of Automating Accounting Processes: Participants will gain knowledge on how to automate various accounting processes such as customer and vendor onboarding, tracking approval for accounting entries, report distributions, monitoring credit limits and key dates, and uploading entries from Excel.

Enhance Collaboration using Teams and Outlook: Participants will learn how to leverage Microsoft Teams and Outlook for improved collaboration in the accounting department, including tracking approvals and automating report distributions.

Using Power Automate with Dynamics 365 F&O Finance

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 workflow for new vendors to get W9 or tax information. • Create a journal entry from Excel getting approval before anything is entered in D365. • Integrate Dynamics 365 workflows with Teams

Using Power Apps, Teams, & Dynamics 365 F&O Finance

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 Apps, Teams and Dynamics 365, so users can interact with the system without ever leaving Teams. No longer will you need to rely on a bunch of emails to get things done.

Data Visualization – think about what you are asking for

You want reports, you want dashboards, but what you really want is data that you can use to make informed decisions! The problem is it is difficult to articulate what kind of data visual would best inform your needs--so you often end up with a big report or an Excel spreadsheet full of columns and rows. There must be a better way!

In this session, we will focus on effectively requesting and presenting data. With the goal of reducing the noise, improving user adoption, and turning data into information that you can use to make effective decisions.

Learning Objectives:
• Why is data visualization important?
• How does the human brain & eye interpret data?
• Choosing the right visualization type
• Telling a story with the data

Data Visualization Best Practices for Power BI

Power BI dashboards are meant to simplify the data analysis process for busy business managers and workers who don’t necessarily have the time or inclination to dig deeply into data. Charts, graphs, gauges and alerts are all designed to make BI data easy to grasp. But building dashboards can be a daunting assignment for BI teams, in no small part because the intended user base often consists of corporate executives and the heads of business units. And they can be a demanding audience.

A dashboard is a visual display of the most important information needed to achieve one or more objectives that has been consolidated on a single computer screen so it can be monitored at a glance, but how do you make all of this information easy to understand? And more importantly how to do you make it compelling to use?

In this session we will look at some key best practices that will make it easier to deliver your message to our audience and make your dashboard compelling to use.

Getting Started with Microsoft Dynamics 365 Finance – Asset Leasing

Leasing is a common activity for many organizations and one that typically goes under the radar until now. The upcoming accounting standard changes will drastically change how organizations manage and account for leases in the financial statements. Asset Leasing is a new module from Microsoft that can help you account for the new standards.

Learning Objectives:
• What is IFRS 16 and ASC 842? What has changed?
• How to account for the changes.
• How to setup the module – posting parameters, groups, books, etc.

Understanding time intelligence with Power BI

Power BI offers many different time intelligence functions, but it is sometimes difficult to understand when and how to use them. In this session we will learn not only how to create month-to-date, quarter-to-date and year-to-date measures and analytics, but we will learn how to create comparison reports, rolling period reports and allow the users to interact with slicers and filters.

Learning Objectives:
- Understand the time intelligence functions in DAX
- Creating and working with a date dimension
- Using relative time
- Slicing and filtering by time

Canvas vs. Model-Driven Power Apps

Join us for an insightful session where we dive into the world of Canvas Apps and Model-Driven Apps in PowerApps. PowerApps is a powerful low-code platform that allows users to build custom business applications without extensive coding knowledge. In this session, we will compare and contrast Canva Apps and Model-Driven Apps, two popular app types in PowerApps, to help you understand their unique features, use cases, and benefits.

Learning Objectives:

1. After participating in this session, attendees should be able to describe the conceptual differences between Canvas Apps and Model-Driven Apps.

2. After participating in this session, attendees should be able to identify key business requirements that help differentiate between Canvas Apps and Model-Driven Apps in PowerApps

3. After participating in this session, attendees should be able to highlight the advantages and disadvantage of both Canvas Apps or Model-Driven Apps.