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Friday, September 13
 

7:30am

Registration/Breakfast/Expo
Get your registration pass for the event, grab some breakfast and visit with the sponsors in the expo area!

Friday September 13, 2019 7:30am - 8:30am

8:30am

Keynote General Session: How Microsoft is driving Digital Transformation at customers. And, Dynamics 365 is at the center of this Transformation!
Vish Walia will share his experience and insights as a Customer Success Manager on how Microsoft is driving Digital Transformation Initiatives at its customers. Microsoft’s collaborative platform including Dynamics 365, Microsoft 365 and Azure are enabling organizations to better engage with customers, empower their employees, optimize key operations and transform products and services. Microsoft’s investment in Customer Success testifies their commitment to ensure customers achieve desired business outcomes and business value from their Microsoft Solutions.

Speakers
VW

Vish Walia

Customer Success Evangelist, Microsoft Canada


Friday September 13, 2019 8:30am - 9:45am

9:45am

Networking Break/Expo
Friday September 13, 2019 9:45am - 10:00am

10:00am

BCUG/NAVUG: 50 Tips in 50 Minutes
TBD

Speakers
avatar for Jennifer Claridge

Jennifer Claridge

Manufacturing Consultant, Sabre Limited
I have been a consultant for Sabre since after a career in inventory and production control. As an end user I worked extensively on MRP planning, Inventory movements and control, report writing and process improvement.I have been working in the NAV space for 6 years and specialize... Read More →



Friday September 13, 2019 10:00am - 11:00am
200B

10:00am

BCUG/NAVUG: Introduction to Docker and Extensions
Learn how to setup a local docker environment and load NAV and Business Central images for use in your development environment. Once we setup a new docker environment, we’ll build a simple extension and publish it in our new development environment.

Speakers


Friday September 13, 2019 10:00am - 11:00am
200C

10:00am

D365UG/AXUG: Power to the Planner: Understanding Actions and Delays In Master Planning
Learn how to read Actions and Calculated Delays in an S&OP environment. This session will go over scenario driven examples of how an inventory planner will be able to utilize these suggestions to equip themselves with knowledge when making make/buy decisions. The scenarios presented will focus on common manufacturing challenges.

Speakers
avatar for Andy Gao

Andy Gao

D365 F&O Consultant
Andy is a Functional Consultant with over 8 years of experience implementing Dynamics AX/F&O ERP in the Manufacturing Industry. Andy's enthusiasm for building relationships with clients is reflected by his analytical approach, effective communication and deep application knowledge... Read More →



Friday September 13, 2019 10:00am - 11:00am
205A

10:00am

D365UG/AXUG: Reporting in Excel using Bring Your Own Database (BYOD)
Users just love to work out the data in Excel. Getting all required data out of D365F&O to Excel can be a challenge. See how a customer does that using Bring Your Own Database (BYOD) and learn tips and tricks from his experience.

Speakers
avatar for Steeve Gilbert

Steeve Gilbert

Lead Dev, Boa-Franc
Software Development Supervisor at Boa-Franc, a prefinished wood flooring manufacturer, I’ve started my career in 2003 using Ax 3.0 and work my way up to D365 v10. I’m passioned about working with the latest technologies (D365, Azure, DevOps) and solve problems by designing the... Read More →



Friday September 13, 2019 10:00am - 11:00am
205B

10:00am

D365UG/CRMUG: Dynamics 365 Customer Engagement Connected Field Services
Live demonstration of Dynamics 365 CE Field Services, from receiving and analyzing IOT device alerts, resource scheduling and routing, to receiving and completing a work order on the Field Service mobile app. Overview of Field Service functionality and configuration.


Friday September 13, 2019 10:00am - 11:00am
205C

10:00am

D365UG/CRMUG: An Introduction to the PowerApps Component Framework
Join a member of the PowerApps Component Framework product team and discover how you can create custom controls for your Dynamics365 Unified Interface apps using the very same framework that's used to build Unified Interface controls! We will use the new PowerApps command line interface to create a TypeScript-based project and dive into how to use the framework to create new components, package and deploy them, and integrate them into your forms.

Speakers
avatar for Greg Hurlman

Greg Hurlman

Developer, PowerApps Engineering, Microsoft



Friday September 13, 2019 10:00am - 11:00am
200A

10:00am

Learn about the 3D Adoption Strategy and Other Ways to Drive Better Adoption of your Dynamics 365 Solutions
This session will share strategies and techniques for ensuring successful user adoption whether you are in the planning stages or having current adoption challenges that are impacting your organization’s ability to maximize the benefits from your Dynamics 365 based systems.

Speakers
AB

Ann Barkley

Customer Success Manager, Microsoft Canada


Friday September 13, 2019 10:00am - 11:00am
201C

10:00am

Getting Started with Dynamics 365 & Flow
Flow by itself is amazing but how do we bring Flow into Dynamic's 365.  What can type of actions can Flow do for us in Dynamics 365 and how can we deploy them from one instance to another.   In this session we'll go through Configuring the Flow integration with your Dynamics 365 instance, understanding Data Loss polices to protect your data, deployment considerations, and explore some of the actions that Flow can do.

Speakers
avatar for Todd Mercer

Todd Mercer

Technical Lead, MD Financial Management


Friday September 13, 2019 10:00am - 11:00am
201B

11:00am

Networking Break/Expo
Friday September 13, 2019 11:00am - 11:15am

11:15am

Active Directory Integration: Automate enterprise security from D365 to O365: Presented by Elevate HR
People are everywhere, and many of them access your network resources. In D365 you have customers in Sales, employees in Talent or F&O, resources in Field Service, vendors in F&O; in AX2012 you have workers, contractors, vendors, customers…the list goes on. Learn how to auto-create accounts, auto-provision licenses, and synchronize all people data – with automated, global security access – across your AD domain, Dynamics 365 suite, AX2012, and O365 applications.

Rule-driven network and application security is an imperative for any enterprise, large or small. elevateAD® for Active Directory Integration tightens enterprise security, keeps data centralized for GDPR, and facilitates SOX compliance.

Speakers
avatar for Emily Erickson

Emily Erickson

Solutions Architect, Elevate HR
Talk to me about all things AX HCM! Elevate HR enhances and extends the capability of Dynamics AX HCM with our Elevate HR Extensions for AX. Let us implement the full Dynamics AX Human Resources solutions set for you or train you how to do your own implementation. Come visit Booth... Read More →


Friday September 13, 2019 11:15am - 12:00pm
200B

11:15am

Automated AP with MetaViewer and Microsoft Dynamics D365FO/AX-Presented by Metafile Information Systems
You have paper problems, and we have the paperless solution. MetaViewer AP Automation/Document Management uses Robotic Process Automation (RPA), including Touchless Invoice Processing, to streamline business processes and take over high-volume, time-consuming tasks. Join our Paperless Automation session to learn how MetaViewer integrates seamlessly with Microsoft Dynamics, and how AP automation functionality eliminates manual data entry, increases ROI, enhances efficiency and dramatically improves visibility to get you out from under your heaping paper problem.

Speakers

Friday September 13, 2019 11:15am - 12:00pm
205B

11:15am

Compare all Jet Products – Excel-Based Reporting, Analytics, and Budgeting : Presented by insightsoftware + Jet Global
The Jet Global products from insightsoftware offer a suite of solutions for Excel-based reporting, analytics, budgeting, and data collaboration, so it’s important to understand what each has to offer, and which is right for you.  Join this session as we walk through the functionality of each solution – from Jet Reports, to Jet Analytics, to Jet Budgets and Jet Hub. See what each product offers and discuss which is your best solution.

Speakers

Friday September 13, 2019 11:15am - 12:00pm
205A

11:15am

Creating Engaging Customer Experiences with Portals-Presented by The Portal Connector
Learn about The Portal Connector, some key features of The Portal Connector and see a live demo of how easy it is to build a full featured self-service portal yourself.

The Portal Connector solution works with Dynamics CRM On-Premise versions 2011+ as well as CRM Online, Dynamics 365 and CDS. Our Drag and Drop interface allows you to build custom portals using any data in your CRM/365/CDS Environment.

See how we provide the ultimate portal flexibility and usability for administrators, CRM Users and your end customers.

Speakers
avatar for Steve Webb

Steve Webb

VP of Product Development, The Portal Connector


Friday September 13, 2019 11:15am - 12:00pm
200A

11:15am

Deliver Complex Quotes in Seconds with Experlogix CPQ: Presented by Experlogix
It’s the last mile of your sales cycle and it’s time deliver a proposal. How fast can you provide a quote?  How confident are you that it will be quoted right the first time? Have you maximized your profit margins? Will it be tied to your Dynamics system? Learn how Experlogix CPQ (Configure, Price, Quote) can dramatically improve your quote speed and accuracy.  This session will demonstrate several “real-world” examples of how Dynamics customers are more competitive in today’s market with the combination of Experlogix CPQ and Dynamics 365/CRM. 

Speakers
avatar for Scott Rich

Scott Rich

Executive Director, Corporate Marketing, Experlogix


Friday September 13, 2019 11:15am - 12:00pm
200C

11:15am

Is your Sales Pipeline Real? Presented by Innovia Consulting
The answer to that question is No!  Your sales pipeline is vital to the survival of your company.  Companies are expecting so much data entry from their sales people, that they are creating data monkeys.  We have gone from Customer Facing to Data Entry.  In this session, we will help you identify the 3 types of Opportunities, How to make a real and full Pipeline, and how to get sales people to put data in CRM.  We will also discuss the Coaching aspect of selling and how to leverage that using CRM as a tool to help close more deals.

Speakers
avatar for Steve Waltz

Steve Waltz

Customer Engagement Specialist, Innovia Consulting
Innovia Consulting is a Gold Certified Microsoft NAV/BC and Cloud Partner that services North America. We help customers get their ERP systems back and fully optimized.


Friday September 13, 2019 11:15am - 12:00pm
201C

11:15am

Seamlessly connect Dynamics Field Service and Dynamics 365 for Finance and Operations: Presented by Hitachi Solutions
Field service is no longer just about mitigating problems, but an opportunity to create a profitable revenue channel by adding service value and building stronger customer relationships. Come learn how to easily setup and manage the integration between Field Service and Microsoft Dynamics 365 for Finance and Operations. This integration enables synchronization of business processes between Finance and Operations and Microsoft Dynamics 365 for Field Service, providing an end-to-end solution to manage your entire business.

Friday September 13, 2019 11:15am - 12:00pm
201B

11:15am

Thrive in the Cloud - Take advantage of the Dynamics 365 release cycle to continuously improve your business: Presented by Sierra Systems
Hear best practices from Sierra Systems on how best to align with Microsoft release cycle for both Dynamics 365 CE and also for F&O. We'll discuss what the shift from the decades old "On Premise" model to the cloud means for your company's support model and your drive to continuously improve.


Friday September 13, 2019 11:15am - 12:00pm
205C

12:00pm

Lunch/Networking/Expo
Grab your lunch, network with fellow attendees and visit with the sponsors in the expo area!

Friday September 13, 2019 12:00pm - 1:00pm

1:00pm

BCUG/NAVUG: Cash Flow Forecasting
Learn how to setup and configure cash flow forecasting to better manage your cash flow in Business Central. You’ll learn how to use vendor and customer specific criteria to fine tune your cash flow forecast. In conjunction with late payment forecasting, cash flow forecasting can put your organization in a great cash position.

Speakers
avatar for Andrew Good

Andrew Good

President & CEO, Liberty Grove Software
Andrew’s extensive knowledge has been built from personal experiences with a wide range of companies. His hands-on operational knowledge comes from Engineering, Maintenance and operational roles at Unilever and Sony Music. He has project experience ranging from factory upgrades... Read More →


Friday September 13, 2019 1:00pm - 2:00pm
200B

1:00pm

BCUG/NAVUG: Successful Project Implementations – How?
Are you thinking of implementing Dynamics 365 Business Central?  Are you thinking of upgrading from Dynamics NAV to Dynamics 365 Business Central?  DO you want to reimplement your current Dynamics NAV to optimize on Dynamics 365 Business Central? No matter what course of action you want to take good project management and methodlogy is vital for the success of your project. Join us for this presentation on successful approaches to the implementation.


Speakers
avatar for Debbie Clark

Debbie Clark

COO, Qixas Group


Friday September 13, 2019 1:00pm - 2:00pm
201B

1:00pm

BCUG/NAVUG: Integrating BC with PowerApps, Flow and Artificial Intelligence
How combining PowerApps, Flow and Microsoft’s Artificial Intelligence can be leveraged against Business Central to enhance the user experience by providing deep analytics as well as streamlining productivity and creating efficiencies. We will be walking through the steps to create PowerApps and combine this with the power of Flow to create workflows and other useful tools to connect to tools outside of BC such as SharePoint and Excel. We will also be applying Microsoft AI technology to the inventory system to predict inventory levels based on historical data.

Speakers

Friday September 13, 2019 1:00pm - 2:00pm
200C

1:00pm

D365UG/AXUG: Inspection Gadget: Overview of Quality Management Features and Approaches
Join us for an overview of the practical quality management features in D365. We'll be discussing various approaches to implementing quality management in a manufacturing industry, the benefits and drawbacks, and statistical reporting you can expect to collect.

Speakers
avatar for Andy Gao

Andy Gao

D365 F&O Consultant
Andy is a Functional Consultant with over 8 years of experience implementing Dynamics AX/F&O ERP in the Manufacturing Industry. Andy's enthusiasm for building relationships with clients is reflected by his analytical approach, effective communication and deep application knowledge... Read More →



Friday September 13, 2019 1:00pm - 2:00pm
205A

1:00pm

D365UG/AXUG: Dynamic AX 2012 Coding Best Practices, Development Tips and Design Patterns
Dynamics AX 2012 developers always have to follow best practices standards and design patterns prescribed by Microsoft. In this presentation, we will go over some coding best practices, and provide tips and tricks that will help you be more effective in your day-to-day work.

Speakers
avatar for Shankar Iyer

Shankar Iyer

DAX ADMINISTRATOR/SPECIALIST, IMT CORPORATION
With more than 10 years of experience in IT consulting, Shankar is a Microsoft Dynamics AX Software Developer/ Specialist and system administrator specializing in the implementation of Microsoft Dynamics, Customization and business intelligence systems. His mastery of Microsoft solutions... Read More →



Friday September 13, 2019 1:00pm - 2:00pm
205B

1:00pm

D365UG/CRMUG: Social Selling with D365 and LinkedIn
Collaboration with our co-workers and engagement with our customers, prospects and business partners is rapidly changing. This is the “Digital Transformation of Business.” It’s about how our internal and external business ecosystems are adopting digital processes and technology tools to better communicate and streamline business processes. In this fast-paced workshop, we will cover how organizations are leveraging Microsoft Dynamics 365 to modernize their workplace, empower employees, engage customers and optimizing their business operations.

Speakers
avatar for Rick McCutcheon

Rick McCutcheon

MVP, Full Contact Selling
Rick is the creator of the Full Contact Selling methodology. He leads a Digital Sales Transformation and Design Practice specializing in B2B and Channel Sales organizations. Rick holds the prestigious designations of CSP (Certified Sales Professional) with Distinction. He has also... Read More →


Friday September 13, 2019 1:00pm - 2:00pm
205C

1:00pm

D365UG/CRMUG: Enterprise Data Integration for Dynamics 365 and CDS
In this session, we will discuss various options available to implement data integration solutions for Microsoft Dynamics 365 platform, including Azure Service Bus, Logic Apps, SSIS among some other options. We will also talk about some best practices and design patterns that you can leverage in your Dynamics projects.

Speakers
avatar for Daniel Cai

Daniel Cai

MVP/Principal Developer, KingswaySoft Inc.



Friday September 13, 2019 1:00pm - 2:00pm
200A

1:00pm

The People-Side of a Digital Transformation including ADKAR (Awareness, Desire, Knowledge, Ability and Reinforcement)
This session will explore Prosci’s ADKAR model and how it fits into your overall change management strategy. Whether you are at the outset of a big digital change, or spinning up new workloads in a new division of your company, how technology impacts the people you need using it (and the challenges these impacts may present) needs to be top of mind. We will take a look at the meaning of each of the five ADKAR building blocks that bring about successful change, and also get a sense of how they intersect with your implementation project, overall strategy for implementation and ultimately adoption of your digital investment.

Speakers
MC

Matt Couture

Customer Success Manager, Microsoft Canada



Friday September 13, 2019 1:00pm - 2:00pm
201C

2:00pm

Networking Break/Expo
Friday September 13, 2019 2:00pm - 2:15pm

2:15pm

BCUG/NAVUG: Tips & Tricks with Jet Reports
In this session will explore the different ways you can write financial reports using the features of Jet Reports. We'll look at using Fast Financials, the =GL function and =NL function and discuss when to use one over the other. Attendees will learn techniques for creating Profit and Loss statements that display only accounts where there is activity for actual, budget or both as well as how to create dynamic worksheets for companies and dimensions. Many of the techniques demonstrated can be used for non-financial reports.

Speakers
avatar for Janice Taylor

Janice Taylor

Owner, Reports Your Way
I am a Jet Reports junkie! I have been using it since 2005. I am a professional accountant with C-level experience. Turning data into actionable information has been my focus for over 10 years. I’m happy to engage in a discussion on how you could do the same!



Friday September 13, 2019 2:15pm - 3:15pm
200C

2:15pm

BCUG/NAVUG: How to Mitigate Risk by Leveraging the Cloud
The digital age can be a scary place. The amount of online threats companies face today has never been greater. As a result, it is no longer enough for internal IT organizations to try and stop data breaches or hackers, but rather start planning for when something goes wrong. Come hear some customer case studies about how they are leveraging the cloud to mitigate risk in a cost effective manner.

Speakers

Friday September 13, 2019 2:15pm - 3:15pm
200B

2:15pm

D365UG/AXUG: How to Leverage PowerBI in Dynamics 365FO
This session will highlight a real world use case of a client’s evolution in their data journey from original system implementation to actual dashboards and reporting. The session will concentrate on lessons learned, potential pitfalls and will showcase the final result: an actionable Power BI workspace that provides analytics for the enterprise.

Speakers
avatar for Eric Lampron

Eric Lampron

Executive VP, Technology, Thinkmax
With more than 20 years of experience in IT consulting, Éric is a seasoned technical architect and project manager specializing in the implementation of Microsoft Dynamics and business intelligence systems. His mastery of Microsoft solutions gives him a privileged understanding of... Read More →



Friday September 13, 2019 2:15pm - 3:15pm
205A

2:15pm

D365UG/AXUG: User Showcase Dynamics AX 2012 to D365FO Upgrade and Business Process Re-design
This session will showcase the upgrade process from Dynamics AX 2012 to Dynamics 365 FO at an active manufacturing client. The showcase will focus on the upgrade process, data transformation, data migration, change management, and complex re-customizations.

Speakers
JH

Jason Hamm

NTT Data



Friday September 13, 2019 2:15pm - 3:15pm
205B

2:15pm

D365UG/CRMUG: Overview of intelligent Customer Service with Dynamics 365 CE
In this session we will go through Dynamics 365 CE customer service new functional features and capabilities and will show how it can transform traditional customer service departments by enabling personalized self-service features. We will demonstrate how companies can empower agents to stay agile and earn loyalty from the customers by providing full omni-channel engagement which will translate into lower operational costs, faster resolution times, fewer escalations, and quicker onboarding, while improving more personalized and effective experiences.

Speakers
avatar for Ali Sharifi

Ali Sharifi

Sr. Solution Architect, Sierra Systems (an NTT DATA Company)
I've been working with Dynamics platform since its earlier days with CRM 4Currently I'm working for Sierra systems (NTTData) as a lead solution architect specialized on :-Microsoft Business Application Platform-Microsoft Dynamics 365 CE-Microsoft Power Platform-Microsoft Technology... Read More →


Friday September 13, 2019 2:15pm - 3:15pm
205C

2:15pm

Build Embedded Canvas PowerApps to Replace Your Dialogs
Dynamics 365 Dialogs are deprecated, and they also don't work in the new Unified Interface. Task Flows just don't cut and Microsoft Flows lack the interactivity. Embedded Canvas Apps to the rescue! Learn how to build an interactive, user-friendly interface using Canvas Apps that will make your users and clients totally forget about the old style CRM Dialogs.

Speakers
avatar for Nick Doelman

Nick Doelman

Dynamics 365/Power Platform Specialist, ReadyBMS Ltd
Nick Doelman is Microsoft Business Applications MVP and has been working with Dynamics CRM since version 1.0. Nick has been engaged as a subject matter expert in over 100 Microsoft Dynamics CRM/365 projects covering a wide range of industries and sectors. Nick is currently a independent... Read More →



Friday September 13, 2019 2:15pm - 3:15pm
200A

2:15pm

Product Innovation that will Drive End User Value
This session will share the newest innovations in Dynamics 365 that will help you drive end user value in your organization. Learn about the latest integration with LinkedIn, innovations in Mixed Reality, how AI can empower your users to focus on the right outcomes, how Customer Insights can provide a 360 view of your customers, and how Outlook integrations like the Outlook Plug In can save individuals time and make your organization more productive. You’ll leave with a better sense of what innovations Microsoft landed in Spring 2019 and what’s coming up in the Fall Release.

Speakers
avatar for Katie Cook

Katie Cook

Senior Dynamics 365 Product Marketing Manager, Microsoft
MP

Manasi Paliwal

Technical Specialist, Microsoft Canada
IA

Imran Aslam

Technical Specialist, Microsoft


Friday September 13, 2019 2:15pm - 3:15pm
201C

2:15pm

Power BI - Business Intelligence and Reporting for Dynamics 365
Your business is generating tons of valuable data. If you don’t have the right tools to help you understand what that information means, your business is missing out. During this session you will learn -Tips and trick to turn that data into actionable insights using Power BI. -Strategy, data, and execution to create thoughtful enterprise reports that are meaningful to your operations. -This is demo heavy session walking you through how using data from Dynamics 365 (Online) to build your visualizations. -Embedding Power BI into Dynamics 365 dashboard -Power BI AI Capabilities

Speakers
avatar for Vivek Patel

Vivek Patel

Founder, Insight2Actions Inc.
Founder at Insight2Actions Inc and Director North America at Stridely Solutions Focus Area:-Power BI, PowerApps, FlowLinkedIn:- https://www.linkedin.com/in/insight2action/Vivek Patel is a Microsoft MVP (Data Platform), Founder at Insight2Actions Inc., User group Community leader-Toronto... Read More →


Friday September 13, 2019 2:15pm - 3:15pm
201B

3:15pm

Networking Break/Expo
Friday September 13, 2019 3:15pm - 3:30pm

3:30pm

BCUG/NAVUG: Back to Basics: The ABC’s of a Quality E-Commerce Strategy
Building and implementing an e-commerce site is anything but a new idea. However, it does not come without its challenges — or its price tag. For finance professionals, security, operational efficiency and web store maintenance are of major concern, in addition to considerations about the upfront cost of an e-commerce solution. Learn how streamlining the order-to-cash process, simplifying invoicing and minimizing back-end maintenance with an integrated e-commerce solution helps you save by reducing FTE, enabling automation, and positioning your business to scale. 

Speakers

Friday September 13, 2019 3:30pm - 4:30pm
200B

3:30pm

BCUG/NAVUG: Dynamics 365 Business Central: Migration and Deployment Considerations
You’ve made the strategic decision to migrate from previous versions of Dynamics NAV/GP/SL to D365 Business Central. What’s next? What does a good migration and deplyment plan look like? Before you sit down with your partner, we will discuss the wide range of elements to address in your project plan. We will provide an overview considerations around dealing with your mods, reports, third-party add-ons, system access, security, service contracts and SLAs, data retention, and moving to an OPEX model.

Speakers

Friday September 13, 2019 3:30pm - 4:30pm
200C

3:30pm

D365UG/AXUG: All About Project Accounting in Dynamics AX 2012 and D365 F&O
Join a Project Accounting user expert who has extensive experience with this powerful module at the Royal Canadian Mint, and in previous ventures with civil engineering, construction and mining companies. We start with an overview of project accounting and its AX and D365 integration points, and then look at:
-types of projects, cost classification and tacking (including labour, material, expenses and WIP), project contracts, invoicing and revenue recognition, and project budgeting
-AX project timesheets and clock/ time and attendance/ manufacturing execution sub-systems integration
-Project resources planning and scheduling, skills, and resource availability
-The Microsoft R&D future roadmap around AX Project accounting functionality, including unification of the project types, Invoice profiles etc.

Speakers
avatar for Alex Artyshchuk

Alex Artyshchuk

Senior Systems Analyst, Royal Canadian Mint
Dynamics AX/ 365 F&O Techno-Functional Consultant with more than 15 years of experience (starting from Concord XAL, AXAPTA 2.5 - Dynamics AX 2012R3 and D365 F&O).



Friday September 13, 2019 3:30pm - 4:30pm
205A

3:30pm

D365UG/AXUG: Regression Testing using RSAT for Dynamics 365FO Monthly Updates
This session will provide an overview of Microsoft's OneVersion service updates as well as a walkthrough of the Regression Suite Automation Tool (RSAT) . The Regression Suite Automation Tool significantly reduces the time and cost of user acceptance testing that is required before applying any custom code or Microsoft update to your Dynamics 365FO production environment.

Speakers
JH

Jason Hamm

NTT Data



Friday September 13, 2019 3:30pm - 4:30pm
205B

3:30pm

D365UG/CRMUG: Are you ready for Marketing Automation?
Many companies have struggled through the first generation of marketing automation which was essentially email marketing tools. By now, everyone knows that the future of sales is digital. The days of cold calls and door-to-door selling are quickly becoming relics of the past. To succeed in today’s sales environment, you must have a digital presence and web strategy. The divide between sales and marketing needs to end and marketing automation tools give you what you need to break down silos and create true digital value for a business. During this session we will discuss the importance of the buyer journey, the new reality of lead management for a business, where leads leak, and how companies move past email marketing to true marketing automation. Whether you’re a partner assisting a customer, or a CRM customer trying to make marketing automation tools like D365 Marketing work in your business, this session will set the stage for how to move forward with marketing automation.

Speakers
avatar for Marie Wiese

Marie Wiese

Founder and CEO, Marketing CoPilot
Marie Wiese is a senior marketing executive and founder of Marketing CoPilot, an award winning digital marketing agency that has helped hundreds of companies turn their websites into lead generation and sales machines. She is a Growth Advisor at The Spark Center, host of the podcast... Read More →



Friday September 13, 2019 3:30pm - 4:30pm
205C

3:30pm

D365UG/CRMUG: Introducing the CDS Portal - and How Portals fit into the Power Platform
Dynamics Portals aren't just Dynamics anyone! This session with introduce Portals in the context of the Power Platform - and how it fits into the picture along with PowerApps, PowerBI and Flow

Speakers
avatar for Robert Bailey

Robert Bailey

Functional Team Lead, KPMG Adoxio
Hi, I'm Robert Bailey. I develop innovative solutions that fit the business needs of my clients, leveraging my expertise with Microsoft Dynamics and the Power Platform to deliver the maximum value possible to their workforce and customers. I’m an experienced consultant skilled in... Read More →



Friday September 13, 2019 3:30pm - 4:30pm
200A

3:30pm

D365UG/CRMUG: Admins Guide to Configuring and Setting up Dynamics 365 CE the Right Way
Eric Sauve- XRM Vision - Admin/Dynamics 365 CE Admin description coming soon

Speakers
avatar for Éric Sauvé @ZePowerDiver

Éric Sauvé @ZePowerDiver

Dynamics 365 & Power Apps Solution Architect, XRM Vision
I'm a passionate about the Power Platform with a strong background in Dynamics 365 (CRM / CE). Involved in the community via social medias, blogs, forums etc under handle @ZePowerDiver. I love to share what I've learn and also learn more and more every day, be part of my journey... Read More →



Friday September 13, 2019 3:30pm - 4:30pm
201B

3:30pm

Dynamics Journey to Success: Microsoft’s Customer Success Planning Methodology
The Dynamics Journey to Success (DJS) is a Success Planning methodology led by the Microsoft Dynamics Customer Success Manager (CSM) that helps Microsoft Dynamics 365 customers to realize continuous business outcomes and achieve business goals from their Dynamics investment. This session will provide deep insight into Microsoft’s 10 step Success Planning methodology that enables Dynamics 365 customers to establish success criteria, uncover adoption blockers and devise a sustainable strategy to boost user adoption and drive business value realization.

Speakers
VW

Vish Walia

Customer Success Evangelist, Microsoft Canada


Friday September 13, 2019 3:30pm - 4:30pm
201C

4:30pm

Networking Reception/Expo
Unwind from a busy day of learning with some snacks & beverages and network with fellow attendees and the sponsors in the expo area!

Friday September 13, 2019 4:30pm - 6:00pm