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! 

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 research financial transactions.

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.

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 audience in which you will be able to ask questions.

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.

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.

Does your company struggle with understanding inventory value and what drives these values? Understanding and proper management of the factors that determine physical and financial inventory values are important to both the finance and operations teams of a company. During this session we will walk through the inventory lifecycle in Dynamics 365 F&O and examine the physical and financial values during each stage. From product receipt to sales invoice, attendees will gain a deeper understanding of where inventory values originate in the system, how they are calculated, and how to maintain them. Together we will explore how these values are impactful across different modules and processes within D365 F&O.

Presented with Lauren Wooll

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.

In this round table session, we bring together a panel of experienced Dynamics 365 Finance and Operations Microsoft MVPs to answer audience D365FO questions, offer best practices, and discuss new/upcoming features in D365FO and the industry as a whole. Attendees will have the opportunity to ask questions and participate in a lively discussion with the panelists and fellow attendees so be sure to bring your questions!

Answer community user questions and provide free advice.

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.

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. 

Presented with Benjamin Breeden

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.

Presented with Mac Mann

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.

Presented with Mac Mann

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.

Presented with  Lauren Wooll and Colin Greenwell

Tech-Medic Help Desks where expert users work to solve your specific issues/problems 

Wednesday, 10/18/2023 10:00 - 11:00 AM 

Thursday, 10/19/2023 2:00 - 3:00 PM

Top navigational tips and tricks for end users covering navigation, customizing views, and more!

Check out the webinar on MSDynamics World: DUG Webinar: Basic Navigational Tips and Tricks to Empower D365 F&O End Users | MSDynamicsWorld.com 

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. 

Join the industry titans of F&O as they answer your questions and concerns about upgrading to D365! 

In this hour, we will put our experts to the test. You bring your issues to the ERP Knights of the ERP roundtable and they will do their best to give you some immediate take-aways to help your organization on the spot. At the very least you can bring your most difficult questions and watch the experts sweat!

Answer community user questions and provide free advice.

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.

Presented with  Lauren Wooll