Join us as you begin the process of replacing your outdated ERP or CRM system, which may lack the ability to meet your organization’s current functional, technical, compliance and business requirements.

This two-day event on May 1st and 2nd will empower your business and technical decision makers with the information necessary to not only conduct an evaluation of an ERP or CRM system but help determine the key criteria that it must possess.

To visualize that criteria, you will be provided with an overview of how Microsoft Dynamics 365 meets your organization’s specific vertical and software requirements. Microsoft’s representatives will be participating throughout the event and addressing industry specific questions. Additionally, attendees will have the opportunity to speak to Microsoft Dynamics 365 clients on their selection criteria, progress on current implementations and what value-adds they found in a Microsoft Partner. Avantiico’s functional, business, technical and development resources will also be available throughout the day to answer any and all questions on Microsoft Dynamics 365!

Dedicated Dynamics 365 discussions will be presented by our Avantiico Team and our partners:

 RSVP HERE

For address information and to add the event to your calendar visit our events page here.

*This event is for prospective and current users. It is closed to partner organizations.

*Due to popular demand, there is a limit of two registrants for each organization.

Who should attend:

  • If you are new to enterprise suite technology and interested in the latest, scalable solutions in ERP and CRM

  •  If you are beginning an evaluation for a new ERP or CRM system and have a minimum annual revenue of 30 Million Dollars

  •  If you are weighing options between on premise, hybrid, and cloud deployments of your ERP and CRM solutions

  • Senior levels within the IT, Accounting, Finance, Operations as well as ERP managers and business systems directors

Seminar Summary – Introduction to D365

Seminar focuses on a deep dive into:

  • What functional, technical, compliance and business capabilities in Microsoft Dynamics 365 can help your organization.

  • What functional, technical, compliance and business capabilities in Microsoft Dynamics 365 can help your organization.

  • What functional, technical, compliance and business capabilities in Microsoft Dynamics 365 can help your organization.

  • Which options for implementing Microsoft Dynamics 365 are right for you?

  • How long it typically takes to deploy Microsoft Dynamics 365 and how that relates to your functional, technical, compliance and business requirements

Seminar Learning Objectives

  • Understand and determine how Microsoft Dynamics 365 or any ERP/CRM system fits into your organization

  • Understand the functional, technical, business and compliance capabilities of Microsoft Dynamics 365

  • Understand what’s fact and what’s fiction regarding the Cloud

  • Understand the importance of implementing Microsoft Dynamics 365 on time and within budget

Evolve Agenda

Day 1

General Session

8:00 AM – 8:30 AM
Speakers: Avantiico
Room: Harbor 1 and 2

  • Avantiico Welcome and Introductions
  • Microsoft and Partner Introductions
  • High level presentation on the event’s theme and goals as it applies to the audience as well as discussion on the upcoming sessions
  • Agenda/Housekeeping

General Session - How to Prepare for the Top 7 Tech Trends that Apply To All of Us

8:30 AM – 10:00 AM
Speaker: Joe Semaan
Room: Harbor 1 and 2

How to Prepare for the Top 7 Tech Trends that Apply To All of Us:

    1. IoT and Smart Home Tech
    2. AR and VR
    3. Machine Learning
    4. Automation
    5. Humanizied Big Data (Visual, Empathetic, Qualitative)
    6. Physical-Digital Integrations
    7. Everything On-Demand

Introduction to Microsoft Dynamics 365 Finance and Operation

10:00 AM – 11:00 AM
Speakers: Avantiico
Room: Harbor 1 and 2

High-level review of relevant areas in Microsoft Dynamics 365 that complement your organization:

  • Finance
  • Operations
  • Retail
  • Talent
  • Human Capital Management
  • Reporting and Business Intelligence
  • PowerApps and Flow

Introduction to Microsoft Dynamics 365 Customer Engagement

11:00 AM – 12:00 PM
Speakers: Dyn365Pros
Room: Harbor 1 and 2

High-level review of relevant areas in Microsoft Dynamics 365 that complement your organization:

  • Project Service Automation
  • Field Service
  • Customer Service
  • Sales
  • Marketing & Adobe

Lunch & Networking

12:00 PM – 1:00 PM
Dynamics World Keynote
12:00 PM – 12:30 PM
Room: Harbor 1 and 2

Value of Dynamics World and Opportunities for Community
General Lunch and Networking

Breakout Sessions - Day 1

1:00 –  1:30 PM

Executive Track

What are some signs I need to
move off my legacy platform?

Speaker: Avantiico/Microsoft
Room: TBD

Manufacturing & Distribution Track

Public or Private Organization?
Compliancy is Needed!

Speaker: Fastpath
Room: TBD

Professional Services/Financial Services Track

Services are Becoming Taxable! Are You at Audit Risk from Cash-Starved State Governments?

Speaker: Avalara
Room: TBD

Retail Track

Falling Bricks: Is your eCommerce ready for the future

Speaker: DynamicWeb
Room: TBD

Breakout Sessions - Day 1

1:30 – 2:00 PM

Gaining funding towards our implementation is possible!

Speaker: CMTC/Avantiico
Room: TBD

Scaling your online business for B2B success

Speaker: DynamicWeb
Room: TBD

Public or Private Organization?
Compliancy is Needed!

Speaker: Fastpath
Room: TBD

Gaining Efficiency in Inventory Management – Extended Capabilities of D365

Speaker: DSI
Room: TBD

Breakout Sessions - Day 1

2:00 PM – 2:30 PM

Public or Private Organization? Compliancy is Needed!

Speaker: Fastpath
Room: TBD

Gaining funding towards our implementation
is possible!

Speaker: CMTC/Avantiico
Room: TBD

Web technologies worth leveraging

Speaker: DynamicWeb
Room: TBD

How to provide best actionable insights at the moment of maximum revenue impact for retailers!

Speaker: Experlogix
Room: TBD

Breakout Sessions - Day 1

2:30 PM – 3:00 PM

 

 

Outsourcing Tax Compliance: Streamline Operations & Avoid Audit Risk

Speaker: Avalara
Room: TBD

Hear From One of Your Own

Speaker: NOVA Steel/Hampton
Room: TBD

Hear From One of Your Own

Speaker: Pacific Bridge Companies
Room: TBD

Hear From One of Your Own

Speaker: Patagonia
Room: TBD

Breakout Sessions - Day 1

3:00 PM – 3:30 PM

 

 

Scaling your online business for B2B success

Speaker: DynamicWeb
Room: TBD

Gaining Efficiency in Warehousing – Extended Capabilities of D365

Speaker: Maurice/DSI
Room: TBD

Digital Transformation of
Your Financial Processes

Speaker: DOOAP
Room: TBD

Public or Private Organization?
Compliancy is Needed!

Speaker: Fastpath
Room: TBD

General Session - The Secure Cloud and Options Available to You

3:30 PM – 5:00 PM
Presenter: Avantiico & NUMA
Room: Harbor 1 and 2

There is a lot to consider when looking to adopt a cloud-based infrastructure solution for your company.

This session will review the most commonly voiced issues surrounding Cloud and address them with sound data. Additionally, Avantiico will provide insight on the technical possibilities of going with Azure including the IoT Suite, Cortana, and associated use cases. The goal of this session is to outfit attendees with a knowledge base to make informed decisions on whether moving to the Cloud is the right fit for their organization.

  • D365 Infrastructure
  • Azure Possibilities
  • Iot/Cortana

Happy Hour Networking

5:00 PM-6:00 PM
Room: Harbor 1 and 2

TBD – Appetizers and Drinks

Day 2

General Session The 2020 Landscape and Beyond

9:00 AM – 10:00 AM
Speakers: Joe Semaan
Room: Harbor 1 and 2

What does 2020 look like and how can you prepare for the future?

General Session Microsoft Dynamics 365 Roadmap

10:00 AM – 11:30 AM
Speakers: Microsoft
Room: Harbor 1 and 2

What Can We Expect from Microsoft Dynamics 365 in the present, upcoming year and into the future?

Breakout Sessions - Day 2

11:30 AM – 12:00 PM

 

 

Manufacturing & Distribution Track

How to provide best actionable insights at the moment of maximum revenue impact for manufacturers!

Speaker: Experlogix
Room: TBD

Professional Services/Financial Services Track

How to provide best actionable insights at the moment of maximum revenue impact for professionals.

Speaker: Avantiico
Room: TBD

Retail Track

Retailers: Are You Ready for 2018’s New Tax Compliance Requirements?

Speaker: Avalara
Room: TBD

Lunch & Networking

12:00 PM – 1:00 PM

Dynamics Community Keynote
12:00 PM – 12:30 PM
Room: Harbor 1 and 2

 

Value of Dynamics Community and Opportunities
General Lunch and Networking

General Session - Implementing Dynamics 365 Under LCS

1:00 PM – 2:30 PM
Speakers: Avantiico
Room: Harbor 1 and 2

The Microsoft Support Lifecycle provides consistent and predictable guidelines for product support. Lifecycle services is helpful to the support process by providing the following content:

  • A place for users to store standard operating procedures
  • Environment management for cloud-based services
  • Integration with Visual Studio Team Services for managing issue tracking
  • Systems diagnostic capabilities
  • Ability to search known issues submitted by other Dynamics 365 users to Microsoft

Breakout Sessions - Day 2

2:30 PM – 3:00 PM

 

Manufacturing & Distribution Track

Not Worried About Audit Risk? Heads Up – 2018 Legislation Will Bring New Compliance Requirements

Speakers: Avalara
Room: TBD

Professional Services/Financial Services Track

The Days of Old-Fashioned Centralized IT Departments Are Numbered —
How can I adjust to the dramatically changing financial services sector?

Speaker: Avantiico/Other
Room: TBD

Retail Track

Digital Transformation of
Your Financial Processes

Speaker: DOOAP
Room: TBD

General Session - Reporting/Power BI

3:00 PM – 4:00 PM
Speaker: Avantiico
Room: Harbor 1 and 2

This session is geared towards the Visual dashboards based on analytical data that allow users to navigate between summary views down to the transactional details that affect them.
Dynamic 365 – Out of the box integration with Power BI
Power BI content packs

Many other personified views:

  • Operational views – Designed to address the specific needs of a given business persona
  • Business documents – Static documents used to capture and exchange processed business data
  • Electronic reporting – Tool used to configure formats for electronic documents
  • Financial reporting – Designed to provide in-depth accounting management tools based on standard views of financial activities across legal entities

General Session - Licensing & Scenarios

4:00 PM – 5:00 PM
Presenter: Avantiico
Room: Harbor 1 and 2

This session will provide insights for how licensing plays into your ERP and CRM Roadmap planning initiatives.

During this time, we will review the flexible and straightforward Microsoft Dynamics 365 subscription Licensing model.

Additionally, attendees will gain an understanding of subscription prices and options as well as deep dive into the true value behind going with the cloud.