Dynamics User Group

January 2024 Partner/ISV Community Town Hall
2024-01-11 10:00 - 11:00 (America/Indiana/Indianapolis)
REGISTER HERE
Join Bob Buresh, DUG Sales & Account Manager, for a town hall style discussion to ask questions and learn more about volunteer & sponsorship opportunities with DUG for Partners & ISVs in 2024! We will go over a variety of volunteering options to get involved and engaged with DUG as well as dive into sponsorship opportunities for: DynamicsCon LIVE & DynamicsCon Virtual conferences, DUG Team-Up Partnership, DUG Webinars and DUG Meetups.

Save Keystrokes and Time in D365 Business Central
2024-01-19 09:00 - 10:00
REGISTER HERE
Presented by Holly Armitage, Senior Business Application Consultant, Western Computer
This webinar is all about time saving tips in Dynamics 365 Business Central, covering the following:

Personalization
Filtered Views
Customer, Vendor and Item Templates
Recurring Purchase and Sales Lines
Recurring General Journals
Standard Journals
Posted General Journal Lines
Deferral Templates

Webinar occurs at 9:00 AM, 12:00 PM, and 3:00 PM EST.

DUG Webinar: Configuring Business Central for Sales and Use tax
2024-01-26 09:00 - 10:00
REGISTER HERE
Presented by Kristen Hosman, Owner, Mount Evans Consulting
Join us for an in-depth exploration of configuring Sales and Use Tax in Business Central. In this comprehensive session, we will equip you with the knowledge and skills needed to efficiently set up and manage your tax requirements.
Webinar occurs at 9:00 AM, 12:00 PM, and 3:00 PM EST.

DUG Webinar: D365FO Security & User Licensing Overview
2024-02-09 09:00 - 10:00
REGISTER HERE
Presented by Alex Meyer, Microsoft MVP & Senior Manager – Business Application Solutions, Protiviti
Do you find security and user licensing in D365FO confusing? Are you worried you are assigning too much access or overpaying for licenses? Not sure where to start to try and reduce your access risk or licensing costs?
In this session, we will help you answer all of these and more about security and user licensing. We will cover processes to use to correctly determine least privilege security as well as covering the process Microsoft uses for determining licensing requirements and the impact that security has on licensing. Furthermore, we will cover steps you can take to ensure your company is not overpaying on licensing and save your company money.
Learning Objectives:

Understand the D365FO security model and steps to implement least privilege security
Be able to fully grasp and interpret the user licensing model in D365FO
Be able to recognize the association between D365FO security to user licensing
Analyze and pinpoint situations where user licensing can be reduced to save money

Webinar occurs at 9:00 AM, 12:00 PM, and 3:00 PM EST.

REGIONAL DUG MEETUP: Pacific Northwest
2024-03-15 10:00 - 20:00 | Microsoft Building 83, 4480 154th Pl NE, Redmond, WA, 98052, US
REGISTER HERE
DUG is excited to bring a FREE Meetup event focused on Microsoft Dynamics 365 products (Business Centeral, Customer Engagement/CRM and Finance & Operations/AX) and Power Platform to Redmond, WA!
****Only those registered through Eventbrite will be able to attend.*****
Get ready for a thrilling one-day event packed with cutting-edge content related to Microsoft Dynamics 365 and Power Platform! Whether you’re a seasoned professional or just starting out in the field, this free event is not to be missed. With local presenters sharing their expertise, you’ll gain valuable insights into the latest trends and best practices in the industry.
But that’s not all! You’ll also enjoy delicious coffee, a scrumptious lunch, and a lively happy hour, all for free! And with sponsors on hand, you’ll have plenty of opportunities to network and connect with like-minded professionals.
So, what are you waiting for? Join us for a day of education, inspiration, and fun at this can’t-miss event!
Sponsorship opportunities for this event are available, please reach out to Bob Buresh (bob@dynamicsusergroup.com) for more information.

DUG Webinar: Streamlining Data Integration and ETL Processes Between Azure Data Factory and D365 F&O
2024-03-22 09:00 - 10:00
REGISTER HERE
Presented by Anitha Eswaran, Senior Digital Architect, Sonata Software Europe Limited
This session starts with a brief intro about Azure Data Factory, its setup, components and their uses. We will share use cases on the integration with Dynamics 365 F&O covering the ETL process before the data is sent to F&O, handling validations, and conversions.
Join us to learn:

How is data sent in a synchronous mode using ADF?
What are the configurations done for handling recurrence integration?
Handling errors and alerts, monitoring the execution history, debug and trigger differences
And many more new concepts

Webinar occurs at 9:00 AM, 12:00 PM, and 3:00 PM EST.

DUG Webinar: GP to BC - Ultimate Beginner's Guide
2024-03-29 09:00 - 10:00
REGISTER HERE
Presented by Cecile Dinh, Senior Microsoft Dynamics GP Administrator, ARC
This session is designed to give you a head start in working with Business Central so you quickly feel at home in transitioning from Dynamics GP to BC without the hustle of reading through hundreds of pages of documentation.
What you’ll learn:

Mastering the user interface of Business Central
Navigating in Business Central
Editing records in Business Central
Creating new records in Business Central
Finding records in Business Central
Personalizing the user interface of Business Central
Being prepared to work with Business Central on a daily basis

Webinar occurs at 9:00 AM, 12:00 PM, and 3:00 PM EST.

DUG Webinar: GP to BC - Database Environments
2024-05-03 09:00 - 10:00
REGISTER HERE
Presented by Cecile Dinh, Senior Microsoft Dynamics GP Administrator, ARC
Whether you’re a seasoned IT professional or new to ERP systems, this session is tailored to provide valuable insights into the nuances of migrating your data infrastructure from Dynamics GP to Business Central online. Join us to unravel best practices, key considerations, and step-by-step guidance, ensuring a smooth transition and successful implementation. Don’t miss this opportunity to gain expertise in managing the backbone of your ERP system.
What you’ll learn:

Understanding Database and Environments
How to create a companies
Overview of Users and Security
Understanding the Admin Center in GP and BC

Webinar occurs at 9:00 AM, 12:00 PM, and 3:00 PM EST.

DUG Webinar: How To Get The Most Out of Changes in BC Permissions
2024-05-10 09:00 - 10:00
REGISTER HERE
Presented by Cynthia Priebe, Senior Trainer & Consultant – Microsoft Dynamics 365 BC/NAV ERP; Accounting Automation, MGC Group
Join us for an in-depth exploration of configuring Sales and Use Tax in Business Central. In this comprehensive session, we will equip you with the knowledge and skills needed to efficiently set up and manage your tax requirements.
Webinar occurs at 9:00 AM, 12:00 PM, and 3:00 PM EST.

DynamicsCon LIVE - Denver, CO! 2000+ Community Members
2024-05-12 - 2024-05-16 | DENVER MARRIOTT TECH CENTER, 4900 S SYRACUSE ST, DENVER, CO, 80237, United States
DynamicsCon LIVE, Hosted by Dynamics User Group returns May 13th-16th, 2024 in gorgeous Denver, Colorado! More than 250 sessions will happen over the course of 3 days, with a welcome reception to kick off and reunite the DUG community on the evening of Monday, May 13th.
Come join us and fellow community members for this educational and engaging in-person conference. The venue offers stunning indoor and outdoor spaces for memorable meetings and networking experiences.
DynamicsCon LIVE will be a three-day, multi-track event focused on Dynamics GP, Power Platform, and these Dynamics 365 products: Business Central, Customer Engagement, and Finance & Operations.

365 Leadership Summit
2024-05-16 17:00 - 2024-05-17 18:30 | Denver Marriott Tech Center, 4900 S Syracuse St, Denver, CO, 80237, US
Are you ready to elevate your leadership skills and drive better business outcomes with Dynamics 365 CE/CRM, Microsoft 365, Power Platform, and Microsoft Copilot? Register for 365 Leadership Summit, an independent event hosted by C5 Insight directly following DynamicsCon LIVE on May 16-17th at the Denver Marriot Tech Center.
365 Leadership Summit is a unique conference designed exclusively for business and IT leaders. It shifts the focus from technical training to leadership strategies for managing the teams behind the technology to achieve strategic objectives.
Here’s why you can’t afford to miss this unique opportunity:

Effective Leadership Strategies: Shift your focus from technical know-how to leadership strategies that drive results. Learn how to inspire and manage your teams to maximize the ROI of your technology investments.
Keynote Address by Microsoft: Microsoft is kicking off the summit with a keynote on Copilot for Sales and Service, sharing how leaders can leverage the power of AI to transform customer engagement and drive revenue growth.
Tailored Sessions for Every Leader: Whether you’re a project manager, a C-level executive, or somewhere in between, there’s a session tailored to your specific leadership role. Learn from and network with Microsoft MVPs and peers who have successfully navigated the challenges you face.
Save $300 with Promo Code DCATTENDEE: Attending DynamicsCon LIVE? Use promo code DCATTENDEE to get $300 off your 365 Leadership Summit registration (valued at $499). By extending your time in Denver for 365 Leadership Summit, you’ll maximize the ROI of your trip.

In a world where change is the only constant, agility is the key to success. The 365 Leadership Summit promises to equip you and your company with the tools, insights, and strategies needed to thrive in the future of work.
REGISTER NOW

Chaser - WEBINAR How to eliminate manual work when chasing late payments with Chaser and Business Central
2024-05-29 10:00 - 11:00 | Online event
REGISTER HERE
Tired of manual work in your debtor management process? You can now chase invoices and reduce late payments automatically.
Business Central users can access a new, seamless integration with Chaser’s accounts receivable software, making it even easier to eliminate manual work when chasing late payments.
Hear from expert speakers including Alfredo Iorio, an accomplished Business Central Trainer and Consultant who has a track record of helping businesses worldwide optimize their Business Central usage. And Charlotte Gill, accounts receivable expert and Head of Product at Chaser, the leading debtor management software provider.
You will leave this webinar understanding how to eliminate manual work in your debtor management process, and reduce late payments from day one.

DUG Webinar: Implementing D365 Business Central - What should I do to prepare?
2024-06-07 09:00 - 10:00 | Online event
REGISTER HERE
Presented by Steve Chinsky, VP Dynamics Practice, Accelerynt
You might have had a previous ERP Implementation, in your past, but today there are many factors to consider and also Change is not a popular topic with employees. In this session, Steve will take his 25 years of implementing Microsoft Navision/NAV/BC and provide you with information, tips and tools to be the best Project Manager, Implementation Leader, or Team Member in your project. You will leave excited that you can start bringing your Implementation team together and think about all the factors and prepare some of the key data areas, ahead of time.
Objectives:
1. Where to start preparing your Team to get excited and knowledgeable
2. Begin Learning and understanding Business Central
3. Thinking about moving Master Data to Business Central
4. Are there any Risks or areas to consider
Webinar occurs at 9:00 AM, 12:00 PM, and 3:00 PM EST.

DUG Webinar: Extending Copilot with Plugins to Orchestrate Complex Tasks
2024-06-28 09:00 - 10:00 | Online event
REGISTER HERE
Presented by Ambesh Singh, Dynamics 365 Architect at Avanade
Microsoft Copilot Studio lets you create powerful AI-powered copilots for a range of requests—from providing simple answers to common questions to resolving issues requiring complex conversations. Engage with customers and employees in multiple languages across websites, mobile apps, Facebook, Microsoft Teams, or any channel supported by the Azure Bot Framework.
Microsoft announced at Build 2023 that developers and independent software vendors (ISVs) can extend Microsoft 365 Copilot using plugins. These plugins allow Copilot to orchestrate complex tasks using natural language.
Build plugins to integrate their own line-of-business apps directly into Copilot. The integrations available include OpenAI plugins that connect ChatGPT to APIs, Microsoft Teams message extensions, and Microsoft Power Platform connectors.
In this session, we will see how we can extend Copilot’s skills by transforming your app into a plugin that increases user productivity across daily tasks and workflows.
Webinar occurs at 9:00 AM, 12:00 PM, and 3:00 PM EST.

DUG Webinar: Navigating A Power Platform Developer’s Journey in Consulting
2024-07-19 09:00 - 10:00 | Online event
REGISTER HERE
Presented by Rachel Irabor, Microsoft Dynamics 365 CRM and Power Platform Developer at KPMG
In this session, we will be discussing the importance of why developers should have a few required skillsets of a consultant and how it helps make their day to day easy to navigate and understand. Being able to build a solution, code, and more as a developer is awesome; but we are going to be focused on what it takes to go beyond that. There are many skills of a consultant that are not technical, but needed by a developer because it makes it easier for the developer to understand the client’s business, requirements, and solution.
Webinar occurs at 9:00 AM, 12:00 PM, and 3:00 PM EST.

DUG Webinar: 5 Best Practices for Data Migration
2024-08-23 09:00 - 10:00 | Online event
REGISTER HERE
Presented by AJ Ansari, COO, Microsoft MVP at DSWi
When it’s time to move from your old ERP or accounting system to Microsoft Dynamics 365, don’t be a digital hoarder. Contrary to popular belief, you do not need every last byte of historical data from your old system to work effectively. Join us as we go over best practices for data migration so you can be strategic and save your organization a lot of time, effort and money!
Webinar occurs at 9:00 AM, 12:00 PM, and 3:00 PM EST.

DUG Webinar: Avengers Assemble...Simpler Checklists in D365 with Power Automate
2024-08-30 09:00 - 10:00 | Online event
REGISTER HERE
Presented by Angeliki Patsiavou, Senior Consultant, D365 CE at Avanade
Ever had a villain-looking checklist straight out of the pit of paper hell? One that your frenemy, Loki-like, stakeholder wanted you to create an exact replica of in a Model-Driven App? But it is part of a bigger paper journey. Yep, we still live in a world where sometimes paper processes are endgame.
Fear not, there are ways to hold the low-code power stone and bring such checklists to life. Imagine an elegant, yet simple combination of Dataverse, Dynamics 365, Power Automate and Ribbon Workbench to blow those worries away. We all have better things to do than ticking boxes all day, like practicing our mind control, building the latest super app or saving the world.
In this session, we will build together a simple, easily configurable and extendable solution leveraging the flexibility of Dynamics 365, might of Dataverse, automation superpowers of Power Automate and extreme potential of the Ribbon Workbench. Get ready for a Marvel-lous solution!
Webinar occurs at 9:00 AM, 12:00 PM, and 3:00 PM EST.

DUG Webinar: Power Platform Security - Back to Basics
2024-09-20 09:00 - 10:00 | Online event
REGISTER HERE
Presented by Nati Turtledove, Power Platform Specialist at Turtledove Cloud Solutions
The Power Platform has evolved to an era of enablement, meaning more and more citizen developers are building apps and solutions. Building apps is great, but what about security? How have you locked down data, what’s your retention policy, how do you segment data?
In this session, we walk through Power Platform security models as 101.
Webinar occurs at 9:00 AM, 12:00 PM, and 3:00 PM EST.

DUG Webinar: Power Platform and DualWrite from a D365 F&O Perspective
2024-10-11 09:00 - 10:00 | Online event
REGISTER HERE
Presented by Johan Persson, Senior Specialist, D365FO at Engage Group
The way we integrate from Dynamics 365 for Finance and Operations to Dynamics 365 for Sales/CE have fundamentally changed when Microsoft launched DualWrite. Two separate products with a fundamentally/fairly different data model are getting merged into one suite. Understanding the limits and differences between the two products is fundamental for success.
The session will look at what to expect when implementing dualwrite; the process, the challenges and what you need to understand in order to get a smooth setup. We will also look at some of the troubleshooting and some workarounds.
Webinar occurs at 9:00 AM, 12:00 PM, and 3:00 PM EST.

D365 Tech Connect 2024
2024-11-20 - 2024-11-21 | PNC Arts Annex, 46 W 2nd St, Dayton, 45402, United States
Dynamics User Group (DUG) is the proud Community Sponsor of D365 Tech Connect in Dayton, OH November 20-21st, 2024.
Join us for two immersive days at D365 Tech Connect, where you’ll dive into the latest advancements and features in Microsoft Dynamics 365, including AI, Co-Pilot, Machine Learning, and Power Platform.
This event is tailored for technical end-users, offering a unique chance to connect with industry experts, Microsoft employees, and fellow Dynamics users. Participate in deep-dive sessions and workshops to gain practical knowledge and see firsthand how cutting-edge technology can transform your business.
Register here ⬇️ using code DUG25 for a 25% discount on your ticket!
https://ellipsesolutions.com/d365-tech-connect/

WEBINAR - 12 Days of Copilot by Stoneridge
2024-12-13 15:00 - 16:00 | Online event
REGISTER HERE

🎁 Unwrap smarter ways to work this season with 12 Days of Copilot! From now through Dec. 20, join daily 15-minute sessions packed with insights from Stoneridge experts. Learn tips for tools like PowerPoint, Outlook, Teams, Excel, Copilot Studio, and Copilot for Sales.

To make things even merrier, one lucky attendee will receive a surprise gift each day! 🎁

Don’t miss the chance to sleigh your workdays and wrap up the year with smarter tools.

WEBINAR - Create Bulletproof Operational Data Resilience in Microsoft Dataverse by Own
2024-12-17 15:00 - 16:00 | Online event
REGISTER HERE (ON-DEMAND)
Discover how to build operational resilience, protect from unnecessary downtime when issues arise with critical customer data, and maintain compliance as the volume and complexity of data in Microsoft Dynamics CRM and Power Apps continue to grow.

As the volume and complexity of data in Microsoft Dynamics CRM and Power Apps continue to surge, ensuring data integrity and resilience has never been more critical. Watch the on-demand session to unpack the key challenges and solutions for safeguarding your business-critical data in Dynamics CRM and Power Apps.
You’ll learn:

Why native backup solutions fall short
The primary causes of data loss and corruption in Dynamics CRM and Power Apps
Advanced techniques for early detection of data corruption or loss and precise recovery
Steps to maintain compliance with regulations like GDPR and DORA

Equip your team with the knowledge and tools to build a resilient data protection strategy for Microsoft Dynamics CRM and Power Apps, ensuring your business can thrive in the face of data challenges.

DUG Webinar: If You Can Implement A Dungeons & Dragons Company Within Dynamics 365, You Can Implement Anything
2025-01-17 09:00 - 10:00 | Online event
REGISTER HERE – COMING SOON!
Presented by Murray Fife – Presenter, Architect, and Author, Available for Weddings and Bar Mitzvahs
Growing up, my granny used to say something to me that always stuck: ‘If you can implement a Dungeons and Dragons company within Dynamics 365, you can implement anything.’ At the time, I didn’t fully grasp how this whimsical statement could capture both creativity and practical problem-solving. But today, we’re going to explore just that!
In this session, we’ll embark on a journey together—one where the boundaries between imagination and business processes blur. We’ll be setting up a completely fictional Dungeons and Dragons company within Microsoft Dynamics 365, showing you just how flexible and customizable the platform can be. Whether you’re a seasoned consultant, a tech enthusiast, or just a fan of a bit of fantasy, you’re in for a fun and enlightening experience.
Webinar occurs at 9:00 AM, 12:00 PM, and 3:00 PM EST.

WEBINAR - Leapwork Founders Fireside Chat
2025-01-29 10:00 - 11:00 | Online event
REGISTER HERE
Join Claus Topholt, CPO & Co-Founder of Leapwork, for a fireside chat exploring the transformative power of AI in software testing.
Reasons to attend
From the early days of crafting the first no-code, visual, automation platform to the future of AI-powered software testing, learn how Leapwork drives scalability and reliability while empowering organizations to achieve faster, smarter testing outcomes.

Key Lessons

The early Leapwork days and our evolution.
The Leapwork difference: Explore our intuitive, Generative AI and composable visual language for all teams.
The future ahead with Generative AI and Cloud.

Join us to explore how Leapwork is redefining the future of software testing.

DUG Webinar: Management Reporter Nifty Reporting Tricks in GP
2025-01-31 09:00 - 10:00 | Online event
REGISTER HERE
Presented by Noah Moseley, MSX Group, LLC
See examples of unique Dynamics GP financial reports that you can use back at your office. Compare actuals to budget; sort any data in reports; create forecast reports; and many others. All attendees get report templates to take home!

Webinar occurs at 9:00 AM, 12:00 PM, and 3:00 PM EST.

DUG Webinar: Getting Fixed on Fixed Assets- Top 10 Tips and Tricks for the FA module
2025-01-31 09:00 - 10:00 | Online event
REGISTER HERE
Presented by Shannon Mullins, A BC Consulting Group

Fixed Assets is one of the most underrated module in Business Central, yet many struggle with fixed asset setup, best practices and how to manage and depreciate assets. In this session we will cover:

Setup tips and tricks
Tips for depreciating, adding and retiring assets
Tips and tricks for reporting and forecasting

Webinar occurs at 9:00 AM, 12:00 PM, and 3:00 PM EST.

Team-Up Partner Showcase - Dynamics 365 Insights, AI for Test Automation & More With Leapwork
2025-02-25 11:00 - 12:00 | Online event
REGISTER HERE
Join Alexandra Coptil, Manager Channel Sales Engineering at Leapwork, for a Partner Showcase diving into D365 Insights, AI for Test Automation, & more.

DUG Webinar: Simulating Scenarios with Power BI
2025-02-28 09:00 - 10:00 | Online event
REGISTER HERE
Presented by Dominick Raimato, SHI International Corp.

What if we could predict the future? Forecasting helps us see what could happen, but what if you want to prepare for the worst-case scenario? What if you want to see how changes in headcount could impact your store sales? Could I turn our data into a coaching tool to help leaders and individual contributors alike understand how they can make a difference?
If you have ever considered how you could simulate different scenarios within Power BI, then this session is for you! We will look into how you can leverage What If parameters for simple scenarios with a couple of clicks and keystrokes. Have lots of inputs and adjustments you could make? See how easy it is to embed a Power App directly into your report to manage the simulation. Either way, you will learn how to extract valuable insights into what could happen in the future.
At the end of the session, you will understand how to enable simulation with both What If parameters and Power Apps within Power BI.
Webinar occurs at 9:00 AM, 12:00 PM, and 3:00 PM EST.

WEBINAR - Bad payers or bad processes? 7 strategies to prevent late invoice payments by Chaser
2025-03-12 15:00 - 16:00 | Online event
REGISTER HERE
Are your customers paying their invoices late?
You’re not alone. 53% of all invoices issued by businesses are paid late by an average of 26 days (Xero).
Whilst late payments can leave many finance teams feeling frustrated at their customers for being ‘bad payers’, others are implementing proactive strategies to prevent late payments before they even happen.
Your ability to act proactively, your preexisting internal processes, and your credit management policy play a huge role in how often customers will pay you late, and how late payments will be made.
You have the power to drastically reduce late payments for your business by taking a few simple but proactive steps in your credit management process.
See seven proven strategies that are helping businesses to stop late payments in their tracks, reduce days sales outstanding, and improve cash flow.
Your webinar will cover:

Proven strategies: Discover seven tried and tested strategies that helped businesses like yours prevent late payments
Expert guidance: Learn from industry experts who will provide practical advice, answer your burning questions, and guide you toward effective credit management.
Real-life case studies: See how other businesses have succeeded after implementing these strategies and speaking with Chaser’s credit control experts.
Free resources: Receive free resources and templates for preventing late payments.
Actionable takeaways: Walk away with a toolbox of practical steps and immediate solutions for preventing late payments.

Team-Up Partner Showcase: Chaser - 7 Strategies You Can Implement In Business Central Today To Minimize Late Invoice Payments
2025-03-27 11:00 - 12:00 | Online event
REGISTER HERE
Late payments are a serious challenge for businesses, impacting cash flow, supplier relationships, and growth potential. In fact, research shows that businesses in North America are regularly waiting 50+ days for payments (Allianz), with the average company owed $300,000 in late invoices (Intuit).
Join this practical, insights-driven session tailored for Microsoft Dynamics 365 users. Discover how to implement strategies that prevent late payments before they even happen, how to better-track your debtors and invoices, and also see how you can leverage Business Central’s powerful inbuilt tools and integrations to strengthen your accounts receivable process.
Your webinar will cover:

Proven strategies: Discover seven tried and tested strategies that helped businesses like yours prevent late payments
Expert guidance: Learn from industry experts who will provide practical advice, answer your burning questions, and guide you toward effective credit management.
Real-life case studies: See how other businesses have succeeded after implementing these strategies and speaking with Chaser’s credit control experts.
Free resources: Receive free resources and templates for preventing late payments.
Actionable takeaways: Walk away with a toolbox of practical steps and immediate solutions for preventing late payments.

💡Businesses that take a proactive approach to collections and leverage automation get paid an average of 38 days faster. Don’t miss this opportunity to equip your team with actionable strategies to reduce manual work, improve cash flow and decrease overdue invoices!
🎥 Can’t make it live? Register now, and we’ll send you the recording!
