Collaborate Canada - Calgary

Get here early to register and have some breakfast.

Speakers

No Speaker

Monday November 27, 2017 07:30 - 08:30 MST
Macleod Hall A Prefunction Telus Center

General, General

Host Organization Dynamic Communities
Company General

08:30 MST

General Session: The Microsoft Business Transformation Story

Join us for the combined General Session where we will learn more about what is going on in the User Group and then hand the floor to Microsoft to hear about essential technological revitalization going on across businesses in today's marketplace. Here about the opportunities available to you specifically.

Speakers

Katie Cook

Senior Dynamics 365 Product Marketing Manager, Microsoft

Monday November 27, 2017 08:30 - 09:45 MST
Macleod Hall A Telus Center

All Products, General

Host Organization Dynamic Communities
Company General

09:45 MST

Break

Transition to your next session.

Speakers

No Speaker

Monday November 27, 2017 09:45 - 10:00 MST
Glen Prefunction Telus Center

Host Organization Dynamic Communities
Company Break

10:00 MST

Dynamics 365/AX - Do you want to Build an AX Workflow? Accounts Payable Invoicing

If you want to implement workflow in your organization, start here! If you have developed some workflows, but are still struggling to get the outcomes you are hoping for, then this session may be right for you too. We will take a look at the “grand-daddy” of all workflows and discuss how to implement approvals, manual tasks, automated tasks, manual decisions, conditional decisions, and briefly discuss the advantages of sub-workflows and parallel activities in your workflow.

Speakers

Kevin Giardini

AX Support Manager, RSM

Monday November 27, 2017 10:00 - 11:00 MST
Glen 206 Telus Center

Host Organization Dynamic Communities
Company Dynamics 365/AXUG

10:00 MST

Dynamics 365/AX - Cloud versus On-Premise: How to Make the Right Decision for D365

As we approach the topic of D365 cloud vs on-premise deployments, many customers struggle to understand the differences between the deployment options. Apart from the technical considerations, what else would you need to understand to compute the benefits? Join us as we take a deep dive into the pros and cons of both deployments, as well as discuss the features that may or may not be available should you choose to stay with your on-premise implementation.

Speakers

Rajeev Sekhri

Program Manager, Managed Services, Hitachi Solutions

D365FinanceOperationsOnPremiseVSCloud pptx

Monday November 27, 2017 10:00 - 11:00 MST
Glen 205 Telus Center

Host Organization Dynamic Communities
Company Dynamics 365/AXUG

10:00 MST

Dynamics 365/CRM - D365 for Sales and Service: New Features and Functions

In this one hour segment, view the Dynamics 365/CRM roadmap for Sales and Service see a demo of Dynamics 365 and next release features.

Speakers

Katie Cook

Senior Dynamics 365 Product Marketing Manager, Microsoft

Monday November 27, 2017 10:00 - 11:00 MST
Glen 201 Telus Center

Host Organization Dynamic Communities
Company Dynamics 365/CRMUG

10:00 MST

Dynamics 365/CRM - What's new in 2017 - Fall Release

We will review the technical aspects of newly introduced features and show how they impact the configuration of the D365 platform using hands-on examples.

Speakers

Hossain, Mohammed

Lead Technical Architect, Sierra Systems

Certified “Microsoft Dynamics CRM Technology Specialist” with more than 19 years of software development experience and more than 12 years of experiences in developing customized solutions meeting organization business requirements in Microsoft Dynamics CRM.

Monday November 27, 2017 10:00 - 11:00 MST
Glen 202 Telus Center

Host Organization Dynamic Communities
Company Dynamics 365/CRMUG

10:00 MST

Dynamics GP - What's New in Microsoft Dynamics GP 2018/Roadmap

Learn the new features and functions of Microsoft Dynamics GP 2018.

Speakers

Pam Misialek

Microsoft

Monday November 27, 2017 10:00 - 11:00 MST
Glen 209 Telus Center

Host Organization Dynamic Communities
Company GPUG

10:00 MST

Dynamics GP - What's New in Microsoft Dynamics GP 2018/Roadmap

Learn the new features and functions of Microsoft Dynamics GP 2018.

Speakers

Pam Misialek

Microsoft

Monday November 27, 2017 10:00 - 11:00 MST
Glen 209 Telus Center

Host Organization Dynamic Communities
Company GPUG

10:00 MST

Dynamics 365/NAV - New Features and Functions

Learn the new features and functions of Dynamics 365 / Microsoft Dynamics NAV.

Speakers

Jeff Bacon

VP Client Development, Catapult

With a superhero-like ability to unite vision and possibility, Jeff uses his extensive knowledge of enterprise software capabilities to understand his customers’ needs and to bring exceptional creativity to ERP and CRM design solutions.Prior to Catapult, Jeff was a Senior Consultant... Read More →

Blair Hurlbut

Catapult ERP

Trevor Moore

Partner Technical Architech, Microsoft

Monday November 27, 2017 10:00 - 11:00 MST
Glen 203 Telus Center

Host Organization Dynamic Communities
Company NAVUG

10:00 MST

Dynamics 365/NAV - New Features and Functions

Learn the new features and functions of Dynamics 365 / Microsoft Dynamics NAV.

Speakers

Jeff Bacon

VP Client Development, Catapult

Blair Hurlbut

Catapult ERP

Trevor Moore

Partner Technical Architech, Microsoft

Monday November 27, 2017 10:00 - 11:00 MST
Glen 203 Telus Center

Host Organization Dynamic Communities
Company NAVUG

11:00 MST

Break

Transition to your next session.

Speakers

No Speaker

Monday November 27, 2017 11:00 - 11:10 MST
Glen Prefunction Telus Center

Host Organization Dynamic Communities
Company Break

11:10 MST

Dynamics 365/AX - New Features and Functionality in D365 for Finance and Operations

Learn the new features and functions of Dynamics 365 Finance and Operations.

Speakers

Kerry Cook

Monday November 27, 2017 11:10 - 12:10 MST
Glen 206 Telus Center

Host Organization Dynamic Communities
Company Dynamics 365/AXUG

11:10 MST

Dynamics 365/AX - A Canadian Company's Journey to the D365 Cloud

PCL is the largest construction contracting organization in Canada. Come listen to PCL's senior technology leaders discuss their journey to the cloud. Dynamics 365 for Finance and Operations, hosted in the Microsoft Azure cloud, is a key strategic application for PCL. Why did PCL choose the cloud? Is it meeting PCL's needs? What issues have they encountered? How has it affected their bottom line?

Speakers

Kaare Boraas

Relationship Manager, Business Technology, PCL Constructors Inc.

Kaare is a Relationship Manager in the Business Technology group at PCL Constructors Inc. PCL is the largest contracting organization in Canada and the 7th largest in the United States with an annual construction volume of $9 billion. Kaare is responsible for all construction applications... Read More →

Chris Palmer

Manager, Advanced Technology Services, PCL Construction

Manager of PCL Construction's Advanced Technology Services (ATS) team which is focused on delivering innovative technology solutions that drive PCL's business. Our team works closely with our Relationship Managers, Customer Advocacy group, as well as the Operations Support team, to... Read More →

Collaborate Canada 17 PCL's Journey to the Cloud pptx

Monday November 27, 2017 11:10 - 12:10 MST
Glen 205 Telus Center

Host Organization Dynamic Communities
Company Dynamics 365/AXUG

11:10 MST

Dynamics 365/CRM - Mobile Options for Microsoft Dynamics 365

In this session, we will cover the mobile solutions for Microsoft Dynamics 365, from the native mobile app by Microsoft, to out of the box solution, such as Resco, to the Microsoft mobile solution for Field Service. We’ll look at the benefits, most appealing functionality and features, and limitations. The session shall provide a better understanding of what options you have, when looking for a mobile solutions.

Speakers

Ivan Stano

COO, Resco.Net, Inc.

Collaborate Canada Mobile Options pptx

Monday November 27, 2017 11:10 - 12:10 MST
Glen 201 Telus Center

Host Organization Dynamic Communities
Company Dynamics 365/CRMUG

11:10 MST

Dynamics 365/CRM - Data Migrations Done Right

Collaborate Canada 17 Data Migration Done Right for Microsoft Dynamics 365 pdf

This session is about how to get legacy data into Microsoft Dynamics 365/CRM efficiently with the help of right tools and right strategies. Getting the migration done can be challenging due to many platform reasons. In this session we will discuss some typical pitfalls in CRM migration projects, we will also discuss some best practices that can be used in CRM migration or integration projects.

Speakers

Daniel Cai

MVP/Principal Developer, KingswaySoft Inc.

Monday November 27, 2017 11:10 - 12:10 MST
Glen 202 Telus Center

Host Organization Dynamic Communities
Company Dynamics 365/CRMUG

11:10 MST

Dynamics GP - Did you know? Features You Didn't Know Existed

This session will cover some of the under-utilized features that you may already own but don't use in Dynamics GP.

Speakers

Don Ramsay

Solutions Consultant, Binary Stream

Did you know features you didn't know existed pptx

Monday November 27, 2017 11:10 - 12:10 MST
Glen 208 Telus Center

Host Organization Dynamic Communities
Company GPUG

11:10 MST

Dynamics GP - Power BI - Harness the Power of Your GP Data to Make Informed Decisions

Power BI is now included in GP and looks great! But most organizations don’t know where it fits in their corporate reporting strategy or how to use it effectively. In this session, see what Power BI is capable of and how your team can use existing data and make informed decisions thru data visualization.

Speakers

Jesse Byam

Rahul Singh

Monday November 27, 2017 11:10 - 12:10 MST
Glen 209 Telus Center

Host Organization Dynamic Communities
Company GPUG

11:10 MST

Dynamics 365/NAV - Mastering the Month End Close Process in Dynamics NAV 2017

This presentation will cover best practices for this critical monthly process. It follows an eBook on the same topic that we are releasing in October. Participants can download the eBook before or after the presentation.

Speakers

Ramin Marghi

Catapult ERP

Monday November 27, 2017 11:10 - 12:10 MST
Glen 203 Telus Center

Host Organization Dynamic Communities
Company NAVUG

11:10 MST

Dynamics 365/NAV - Turn Data Into Actionable Reports in Excel

Collaborate Canada Upload NAV Turn Your Data into Actionable Reports in Excel pptx

Make your reporting in Excel far more dynamic and insightful by learning how you can do more with Excel’s Charts and Pivot Tables. Join Janice Taylor from Jet Reports as she shows you some tips and tricks in Excel.

Speakers

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!

Monday November 27, 2017 11:10 - 12:10 MST
Glen 204 Telus Center

Host Organization Dynamic Communities
Company NAVUG

12:10 MST

Lunch and Learn Time - Look for the Lunch And Learn Break Out Sessions

Grab a bite to eat and go learn more from industry partners as they showcase how their products extend the life of your product and make it easier to perform functions.

Speakers

Sponsor Presenters

Monday November 27, 2017 12:10 - 13:30 MST
TBA

General, General

Host Organization Dynamic Communities
Company General

12:20 MST

Dynamics 365/AX Lunch and Learn - IFRS 16/ASC 842 are coming – Are you prepared?

Dynamics 365/AXUG - Lunch and Learn, Lunch and Learn

What you need to know about the new lease accounting standards

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. This new standard takes effect in 2019, and it requires a retrospective presentation, so it is critical to start planning for the change now. Crowe’s Leased Asset Calculator will help you through the transition and meet the new standards. Join us in this session to learn more.

Speakers

Dan Edwards

Senior Manager, Crowe LLP

Dan is a CPA with over 25 years of experience in the ERP industry. During this time he has worked in many different roles allowing him to truly understand the complete industry. The combined experience of marketing, sales, presales, consulting and training allows him to provide a... Read More →

Monday November 27, 2017 12:20 - 12:50 MST
Glen 206 Telus Center

Host Organization Dynamic Communities
Company Lunch and Learn

12:20 MST

Dynamics 365/CRM Lunch and Learn - Rapid Data Integration for Microsoft Dynamics 365/CRM

Dynamics 365/CRM - Lunch and Learn, Lunch and Learn

In this session you will get introduced to powerful, easy to use data migration/integration for Microsoft Dynamics 365. You will learn how to use the SSIS Integration Toolkit to integration Microsoft Dynamics 365/CRM data with virtually any other application or database system and how it can scale to support constantly evolving business requirements. We will cover how to create the fastest data integration yet and provide other tips for getting the most out of your data integration solution.

Speakers

Daniel Cai

MVP/Principal Developer, KingswaySoft Inc.

Monday November 27, 2017 12:20 - 12:50 MST
Glen 201 Telus Center

Host Organization Dynamic Communities
Company Lunch and Learn

12:20 MST

Dynamics 365/NAV Lunch and Learn - Great Product Data and NAV can Coexist!

Dynamics 365/NAV - Lunch and Learn, Lunch and Learn

In this session learn:

Why great product data matters?
Why organizations struggle with product data?
What is PIM?
Perfion & NAV – A great combination!
Tips to develop your own product data strategy.

Speakers

Reid Kegel

Monday November 27, 2017 12:20 - 12:50 MST
Glen 203 Telus Center

Company Lunch and Learn

12:20 MST

Dynamics GP Lunch and Learn - Transforming your business with Dynamics GP and Office 365 in the cloud

Dynamics GP - Lunch And Learn, Lunch and Learn

The cloud isn't new. However, it's also not easy to navigate without some assistance. We leverage Azure to provide you with a seamless end user experience in the cloud. Let’s examine the steps you need to consider for a move or an upgrade, and how Office 365 and Dynamics GP can be the easiest place to start your transformation.

Speakers

Tyler Doerner

Watserv

Monday November 27, 2017 12:20 - 12:50 MST
Glen 208 Telus Center

Company Lunch and Learn

12:50 MST

Dynamics 365/AX Lunch and Learn - Learn How to Boost Productivity Inside and Outside Your Four Walls

Dynamics 365/AX - Lunch and Learn, Lunch and Learn

A flexible, configurable data collection solution could mean a huge boost in productivity for your company. DSI ScanWorkX is a comprehensive mobile data collection solution for inside and outside the four walls of your warehouse operation. Learn what DSI ScanWorkX could mean for your specific business needs.

Speakers

Leo Pyman

Monday November 27, 2017 12:50 - 13:20 MST
Glen 206 Telus Center

Host Organization Dynamic Communities
Company Lunch and Learn

12:50 MST

Dynamics 365/CRM Lunch and Learn- Create Engaging Customer Experiences with Web Portals

Dynamics 365/CRM - Lunch and Learn, Lunch and Learn

Learn why portals are important in providing your customers with an engaging experience and they key elements behind successful customer engagement. The Portal Connector solution works with Dynamics CRM On Premise version 2011+ as well as CRM Online and Dynamics 365. Our Drag and Drop interface allows you to build custom portals using any data in your CRM Environment. We provide the ultimate in flexibility and usability for CRM Users. Come check it out.

Speakers

Steve Webb

VP of Product Development, The Portal Connector

Monday November 27, 2017 12:50 - 13:20 MST
Glen 201 Telus Center

Host Organization Dynamic Communities
Company Lunch and Learn

12:50 MST

Dynamics 365/NAV Lunch and Learn - NAV Upgrades and Planning for a Cloudy Future

Dynamics 365/NAV - Lunch and Learn, Lunch and Learn

In today's world, things are changing quickly. Apps on our phones are updating all the time. Are you wondering how your business will keep up at this pace? During our session, Open Door Technology will be sharing thoughts around your Dynamics upgrade, what to consider, questions you should ask, how to get to the cloud and how your business can stay current and reap the benefits!

Speakers

Christian Roach

Vice President, Open Door Technology Inc.

Collaborate Canada 17 Calgary pptx

Monday November 27, 2017 12:50 - 13:20 MST
Glen 203 Telus Center

Company Lunch and Learn

13:30 MST

Dynamics 365/AX - Dynamics AX and PowerBI: Nuts and Bolts of a User Integration

Dynamics 365AX Dynamics AX and PowerBI Nuts and Bolts of a user integration pptx

Power BI is a powerful tool for predictive analytics and data insight. But how do you integrate it with your D365 solution? Join a senior applications analyst to discuss the nuts and bolts of setting up the integration. Topics include setting up the connections, creating dashboards, connecting those dashboards to AX, and sharing dashboards with your co-workers.

Speakers

Brent Dawson

Senior Applications Analyst, Edmonton Airport

Monday November 27, 2017 13:30 - 14:30 MST
Glen 206 Telus Center

Host Organization Dynamic Communities
Company Dynamics 365/AXUG

13:30 MST

Modernizing Legacy AX to Dynamics 365 for Finance and Operations

Join Microsoft's technical solutions architecture team from the engineering organization as we discuss the toolsets and processes for migrations from AX2009 and upgrading from AX2012 to Dynamics 365 for Finance and Operations. We’ll cover migration and upgrade approaches, tools available, detailed steps for each phase of the upgrade project and key factors to consider when planning an upgrade project. We look forward to have an engaged conversation with existing customers thinking about modernizing their ERP solutions to the cloud and bring your feedback back to the product group to help us improve the upgrade experience.

Speakers

Paul Wu

Principal Solution Architect, Microsoft

I manage the technical solutions architecture team within the Microsoft Dynamics FastTrack program. I look forward to connect with partner and customer community at this conference. Specialties: - Global enterprise level project and program management - Modernizing ERP with... Read More →

Monday November 27, 2017 13:30 - 14:30 MST
Glen 205 Telus Center

Host Organization Dynamic Communities
Company Dynamics 365/AXUG

13:30 MST

Dynamics 365/CRM - Marketing Automation and Social Engagement for Dynamics CRM Presented by ClickDimensions

In this showcase, ClickDimensions will introduce the latest social marketing and social engagement tools available for B2B marketers using Dynamics 365 and the ClickDimensions marketing automation solution. Learn how to post to social networks and measure engagement inside Dynamics 365. See a demo of ClickDimensions' new social engagement solution that includes scheduling, social listening, content curation, analytics social advocacy and more. If you are a Dynamics marketer, you won't want to miss this session!

Speakers

Nicole Steen

Account Executive, ClickDimensions

A Midwest US native, Nicole was born and raised in small town North Dakota. She has been involved in sales and consulting for 11 years in various industries from technology to oil and gas and manufacturing. Her diverse background has been an asset at ClickDimensions where she now... Read More →

Collaborate Canada 2017 pptx

Monday November 27, 2017 13:30 - 14:30 MST
Glen 201 Telus Center

Host Organization Dynamic Communities
Company Dynamics 365/CRMUG

13:30 MST

Dynamics 365/CRM - Dynamics 365, PowerApp, Flow, and the Common Data Service Working Together to Deliver

PowerApps, Flow, CDS - PowerApps can be used to easily extend out the D365 platform into mobile specialized apps, and also reach beyond D365 to interact with other apps. Flow picks up from where the D365 workflows stop, and CDS is the underlying data broker that stiches everything together. In this session, we will review how they all complement the “classic CRM” components.

Monday November 27, 2017 13:30 - 14:30 MST
Glen 202 Telus Center

Host Organization Dynamic Communities
Company Dynamics 365/CRMUG

13:30 MST

Dynamics GP - Time to Upgrade? Planning & Testing Tips

This session is all about tips and tricks for planning your upgrade including an overview of the typical processes and what kinds of things you should think about that need testing and what kinds of things to include in your test plans and why.

Speakers

Jen Kuntz

Microsoft MVP, Kuntz Consulting Inc.

Time to Upgrade Planning & Testing Tips v2 pdf

Monday November 27, 2017 13:30 - 14:30 MST
Glen 208 Telus Center

Host Organization Dynamic Communities
Company GPUG

13:30 MST

Dynamics GP - SSRS: Deploy, Secure and Develop New Reports

SQL Server Reporting Services (SSRS) is a powerful yet easy to use reporting tool that you already own! Create many different types of reports from dashboards to financial reporting. This session will show you how to deploy the out-of-the-box provided reports and dive deep into the security layers associated with SQL reporting to give you greater understanding of how to approach security in a strategic, manageable way.

Speakers

Kerry Hataley

Owner, Nanook Software

Kerry has been involved with and worked with PowerApps, Microsoft Flow and Common Data Service since they were first introduced in 2016. Since that time, Kerry has presented sessions and provided training at user group sessions around the world for PowerApps, Flow and the Common... Read More →

Collaborate Canada 17 SSRS PP pptx

Monday November 27, 2017 13:30 - 14:30 MST
Glen 209 Telus Center

Host Organization Dynamic Communities
Company GPUG

13:30 MST

Dynamics 365/NAV - Foreign Exchange in Dynamics NAV

An in-depth look at Foreign Exchange in Dynamics NAV and what this means for the Financial Statements.

Speakers

Jimmy Yu

Financial Report Developer, Step Energy Services

Collaborate Canada 2017 FX pptx

Monday November 27, 2017 13:30 - 14:30 MST
Glen 203 Telus Center

Host Organization Dynamic Communities
Company NAVUG

13:30 MST

Dynamics 365/NAV - From Planning to Execution - Dynamics Upgrades Simplified

Are you looking to upgrade your Dynamics Application or infrastructure? There is preparation that needs to be done when planning an upgrade and, with the shift in the Microsoft digital landscape, the cloud is a part of that preparation. How do you plan internally for new cloud infrastructure to ensure uptime and security requirements? Identify and prioritize which workloads need to be upgraded or moved and then what is required once they’re completed.

Speakers

Tyler Doerner

Watserv

Monday November 27, 2017 13:30 - 14:30 MST
Glen 204 Telus Center

Host Organization Dynamic Communities
Company NAVUG

14:30 MST

Break

Transition to your next session.

Speakers

No Speaker

Monday November 27, 2017 14:30 - 14:40 MST
Glen Prefunction Telus Center

Host Organization Dynamic Communities
Company Break

14:40 MST

Dynamics 365/AX - Empowering Employees Through Digital Talent Management

Join this showcase of Dynamics 365 for Talent’s complete HCM lifecycle. The goal of Talent is to drive success by providing exceptional experiences across the talent journey—from attracting the right people with native LinkedIn tools to employee onboarding, engagement, and growth. We will discuss the architecture behind the solution, and demonstrations from the different users of the solution: the recruiting team, the hiring manager, the hiring team and the applicant.

Speakers

Danae Helle

Senior Solution Architect, Hitachi Solutions

Danae Helle is a Senior Solutions Architect with over 18 years of experience helping companies with their ERP and analytics projects, specializing Dynamics 365 Finance and Operations, Data Migration, Master Data Management and complex financial reporting.

Monday November 27, 2017 14:40 - 15:40 MST
Glen 206 Telus Center

Host Organization Dynamic Communities
Company Dynamics 365/AXUG

14:40 MST

Dynamics 365/AX - PowerApps, Flow and Common Data Service

Learn more about creating business applications using PowerApps and Flow without writing a line of code!

Speakers

Serge Mattu

Sierra Systems

Serge is a highly-skilled Microsoft Certified Solution Architect with over 20 years’ experience in IT, designing, building and deploying business solutions, using a wide range of Microsoft and Oracle technologies, across a number of blue-chip companies.

Walter Scheepstra

Sierra Systems

Walter has over 15 years of experience with providing operational effectiveness and efficiency to organizations through enterprise wide projects. He has a solid background in IT Service Management and Information System Management (ERP) and currently applies his knowledge to help... Read More →

Monday November 27, 2017 14:40 - 15:40 MST
Glen 205 Telus Center

Host Organization Dynamic Communities
Company Dynamics 365/AXUG

14:40 MST

Dynamics 365/CRM - The Full CRM Spectrum

• The five CRM apps of Dynamics 365; Sales, Customer Service, Field Service, Project Service Automation, and Marketing

Demo of Field Services & Project Services
What's making headlines with Dynamics 365

• Which apps does your business need now?
• Which apps can be added as your needs grow?

Speakers

Tom Amerongen

National Practice Lead, Microsoft Dynamics, Sierra Systems, an NTT DATA Company

20+ years experience delivering ERP and CRM solutions15+ years experience leading teams and selling Enterprise software and consulting services in the mid-market and enterprise commercial sector, public sector and nonprofit.

Carlos Wood

Sierra Systems

Monday November 27, 2017 14:40 - 15:40 MST
Glen 201 Telus Center

Host Organization Dynamic Communities
Company Dynamics 365/CRMUG

14:40 MST

Dynamics 365/CRM - Portals for Microsoft Dynamics 365: New Features, Use Cases and Best Practices

Get to know the newly released features in July 2017 release of Dynamics Portals and learn the opportunities they enable by expanding engagement with various internal and external audiences. This exciting Portal technology is available for Dynamics 365 Customer Engagement. You will have a chance to review out of the box features and scenario use cases for various Portal templates. See the capabilities of styling, configuring and customizing Portals via a demo. Pick up a few tips, tricks and best practices along the way to make your Portal projects a success. Walk away knowing the differences between Dynamics Portals and ADX Portals for migration considerations, including Portal Source Code Release and others options for your Portal projects.

Speakers

Craig Fleming

Adoxio

Portals pptx

samples txt

Monday November 27, 2017 14:40 - 15:40 MST
Glen 202 Telus Center

Host Organization Dynamic Communities
Company Dynamics 365/CRMUG

14:40 MST

Dynamics GP - Understanding Realized, Unrealized, and Translational Gains and Losses for Dynamics GP

Are you struggling to understand how Dynamics GP can handle your multicurrency needs? In the session, we will discuss all three types of currency gain and loss, and cover how each is treated in Dynamics GP. Along the way, we’ll cover the setups and maintenance required to make your system sing!

Speakers

Rod O'Connor

Owner, Briware Solutions Inc.

I am passionate about helping companies get the most from their Dynamics GP investment.

CC2017 Review of Multicurrency Transacting pptx

Monday November 27, 2017 14:40 - 15:40 MST
Glen 208 Telus Center

Host Organization Dynamic Communities
Company GPUG

14:40 MST

Dynamics GP - Jet Express, not just for Financial Reporting!

Collaborate Canada GP Jet Express, not just for financials! pptx

Last year, Microsoft announced the end of investment for additional feature developments in Management Reporter for GP. Numerous community and blog forums have come to refer to this as a "sun setting" of the FRx replacement. Around this same time, Microsoft also announced that they had established a partnership with Jet Reports to develop and release Jet Express for Excel with Dynamics GP as well as enhancements to our full solutions for GP users. Now hundreds of thousands of Microsoft Dynamics GP users around the world can create simple data-rich reports within minutes as a result of the free add-on of Jet Express for Excel. Join Janice Taylor from Jet Reports to learn exactly what Jet Express offers the Microsoft Dynamics GP community. Attend this session and learn:

•An overview on creating Excel based basic financial statements
•A demonstration of Jet Express for Excel and how it differs from Management Reporter (What it can do vs. What it can’t do)
•How to download and get started today
•Answers to questions about training, support, and free templates and more!

Speakers

Janice Taylor

Owner, Reports Your Way

Monday November 27, 2017 14:40 - 15:40 MST
Glen 209 Telus Center

Host Organization Dynamic Communities
Company GPUG

14:40 MST

Dynamics 365/NAV - Power BI For Dynamics NAV Reporting and Analytics

PowerBi is a hot topic these days and we are seeing a lot of opportunity to deliver value to clients, unlocking key data and insights using these powerful interactive data visualizations.

Speakers

Blair Hurlbut

Catapult ERP

Monday November 27, 2017 14:40 - 15:40 MST
Glen 203 Telus Center

Host Organization Dynamic Communities
Company NAVUG

14:40 MST

Dynamics 365/NAV - Azure AD Domain Services Preview

With the recent general availability release of Azure AD Domain Services, we’ll show you how to deploy Active Directory in Azure without having to build any virtual machines. Learn the best way to deploy this new feature to your Azure environment and some gotcha’s that you’ll want to avoid. We’ll cover three common deployment scenarios that will get you up and running with Azure AD Domain services in no time.

Speakers

Dan Ditomasso

Monday November 27, 2017 14:40 - 15:40 MST
Glen 204 Telus Center

Host Organization Dynamic Communities
Company NAVUG

15:40 MST

Break

Transition to your next session.

Speakers

No Speaker

Monday November 27, 2017 15:40 - 15:50 MST
Glen Prefunction Telus Center

Host Organization Dynamic Communities
Company Break

15:50 MST

Dynamics 365/NAV - Moving to the Cloud? Prepare Like a Pro!

Collaborate Canada Moving to the Cloud Prepare Like a Pro pdf

This Topic is relevant to GP, NAV, AX and CRM. If you are using any of these solutions, please join us.

Going to the Cloud with Dynamics can be a predictable and straight forward project, or an experience in frustration. Your preparation level and appropriate expectations are the keys to success. In this session, learn from real case studies about best practices to use and mistakes to avoid. Come away with a clear set of evaluation tools to understand your next steps to the Cloud.

Speakers

Steve Tanner

Helping Businesses Master the Cloud, Data Resolution

Helping Businesses Master the Cloud! Supporting Dynamics since 1993 Enjoy Golf, Flying Small Aircraft, Volunteering in the Community BComm - University of Alberta Master of Science - EDP Auditing

Cloud Migration Checklist Tools xlsx

Monday November 27, 2017 15:50 - 16:50 MST
Glen 204 Telus Center

All Products, Technical | NAVUG - Technical, Technical

Host Organization Dynamic Communities
Company NAVUG

15:50 MST

Dynamics 365/AX - Extending the AX Workflow Framework for Your Organization

If you are looking to bring workflow to life with some new templates, new workflow elements or just can’t figure out how to create a workflow for your process, then join this session to learn about the technical bits of workflow. We will take a look at how to develop new workflow templates, new workflow elements and discuss the framework for extending the workflow functionality in Dynamics AX. This and involves coding and using the Application Object Tree, and is best suited for the technical audience.

Speakers

Kevin Giardini

AX Support Manager, RSM

Monday November 27, 2017 15:50 - 16:50 MST
Glen 206 Telus Center

Host Organization Dynamic Communities
Company Dynamics 365/AXUG

15:50 MST

Dynamics 365/AX - Lessons from an Ongoing D365 On-Premise Deployment at the Edmonton Airport

Dynamics 365AX – Lessons from an Ongoing D365 OnPrem Deployment at the Edmonton International Airport pptx

Considering a move to D365 on-premise? An Edmonton, Alberta, Airport expert will discuss the airport’s migration to D365’s on-premise solution as they begin their journey. Topics include how the airport determined its hardware and software requirements for the solution, the deployment process using Lifecycle Services (LCS), and how it approached data migration. You won’t want to miss this session, one of the first D365 on-premise presentations delivered by a user.

Speakers

Brent Dawson

Senior Applications Analyst, Edmonton Airport

Monday November 27, 2017 15:50 - 16:50 MST
Glen 205 Telus Center

Host Organization Dynamic Communities
Company Dynamics 365/AXUG

15:50 MST

Dynamics 365/CRM - User Adoption Success Panel

This is a panel made up of End User Customers where we will discuss User Adoption Strategies in these 3 areas, Planning, Deployment, Training & Support

Speakers

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 →

Monday November 27, 2017 15:50 - 16:50 MST
Glen 201 Telus Center

Host Organization Dynamic Communities
Company Dynamics 365/CRMUG

15:50 MST

Dynamics 365/CRM - User Adoption Success Panel

This is a panel made up of End User Customers where we will discuss User Adoption Strategies in these 3 areas, Planning, Deployment, Training & Support

Speakers

Rick McCutcheon

MVP, Full Contact Selling

Monday November 27, 2017 15:50 - 16:50 MST
Glen 201 Telus Center

Host Organization Dynamic Communities
Company Dynamics 365/CRMUG

15:50 MST

Dynamics GP - Free Add-ons & Resources for Dynamics GP

Learn about some free tools, add-ons and resources that are available from Microsoft, ISVs or the community at large, that can help address some needs not available in the core Dynamics GP application.

Speakers

Jen Kuntz

Microsoft MVP, Kuntz Consulting Inc.

Free Add ons & Resources for Dynamics GP v2 pdf

Monday November 27, 2017 15:50 - 16:50 MST
Glen 208 Telus Center

Host Organization Dynamic Communities
Company GPUG

15:50 MST

Dynamics GP - Finding Data in Dynamics GP: A Guide for Data Enthusiasts

There is absolutely no value in recording data if you aren’t able to get it back out when you need it! In this session we’ll cover the many different methods that you can employ when you go looking for Dynamics GP data. While we will be looking at database tables, this is not a developer session! If you’ve ever wanted to pull data from Dynamics GP through any tool – like Excel, Power BI, or SmartList Builder – then this session will be extremely helpful!

Speakers

Rod O'Connor

Owner, Briware Solutions Inc.

I am passionate about helping companies get the most from their Dynamics GP investment.

CC2017 Finding Data in Dynamics GP pptx

Count all the rows in all the tables sql

Monday November 27, 2017 15:50 - 16:50 MST
Glen 209 Telus Center

Host Organization Dynamic Communities
Company GPUG

15:50 MST

Dynamics 365/NAV - How to Expand Your ERP in Today’s Dropship Environment: EDI, 3PL and Business to Business Data Integration (B2Bi).

If you're a supplier or manufacturer, you'll need to comply with the evolving dropship requirements of your customers. Attend this session and learn more about this new trend.

Speakers

Matt O'Neill

Monday November 27, 2017 15:50 - 16:50 MST
Glen 203 Telus Center

Host Organization Dynamic Communities
Company NAVUG

16:50 MST

Networking Reception