Summit 2024 Materials

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 resarch 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.