Join us as you begin the process of replacing your outdated ERP or CRM system, which may lack the ability to meet your organization’s current functional, technical, compliance and business requirements.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

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.

  • 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

  • How the types of users and implementation deployments impact the cost of Microsoft Dynamics 365.

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 - Dominating in the New Economy

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

DOMINATING IN THE NEW ECONOMY

Understanding the New Economy

Simply defining or being aware of what the phrase “New Economy” means is not enough.

However, understanding the implications of the new economy and how it will impact decisions

and organizational habits are far more important. In the past 10 years we have seen the rise

of young organizations, while witnessing the fall of many giants. The stories are intriguing and

entertaining, yet what clues do they leave us, and who is actually paying attention.

Modern Intelligence

Is our perception of what it means to be smart or bright proportionate to the demands of the

modern economy? It’s important to make a distinction between traditional intelligence and

modern intelligence. Modern intelligence takes into consideration the evolving behavioral

characteristics of our society, combined with intellectual skills that will determine whether an

organization goes down a path of “survival” or “excellence.” Just as the middle class is

changing before our eyes, it will become increasingly difficult for middle‐thinking professionals

and companies to flourish in the coming years.

Predicting Your Future

We can no longer rely on previous business cycles, technological eras, or traditional rules to be

significant lessons in our future growth and success. Was it traditional rules and thinking that

has lead and is still leading massive age‐old corporations to their doom? If many of the rules

we were taught along the way unnoticeably consume our thinking, decision making, planning

and creativity, how will this impact our ability to remain competitive in the fastest changing

economy we have ever witnessed.

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
Lunch

Room: Harbor 1 and 2

12:00 PM – 12:30 PM

MSDynamicsWorld Keynote

Room: Harbor 1 and 2

Value of MSDynamicsWorld 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?

Growing companies outgrow systems. How do you know when it is time to move to a new platform? Do you have good objectives defined in switching platforms? In this session, we will answer these questions as we explore the telltale signs it is time for an upgrade.

Speaker: Howard Swerdloff – Microsoft
Room: Harbor 2

Manufacturing & Distribution Track

Public or Private Organization?
Compliancy is Needed!

In today’s world of increasing regulations, the importance of strong internal controls has never been more importance.  Whether your manufacturing or distribution company is public, private, or perhaps on the pre-IPO path, a strong internal control system is paramount to ensure adequate transaction processing and financial reporting.  In this session, we will highlight the most common areas where controls are needed to meet current or future compliancy needs.  We will review how the Shared Responsibility Model with Microsoft clearly defines which controls your company owns, which controls you can rely on your software providers, and how best to manage both to meet compliance requirements.

Speaker: Fastpath
Room: Harbor 1

Professional Services/Financial Services Track

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

Our country’s shift to a service-based economy has many consequences. States that rely on sales tax revenue to balance their budgets are particularly effected, and they’re reacting. Services that were previously exempt are now being taxed. For example, installation, maintenance and repair services in North Carolina. Martial arts and other athletic and amusement activities in Washington. Four states are taxing almost all services: Hawaii, New Mexico, South Dakota and West Virginia. In this session, we’ll discuss:

  • How states define services and apply the tax rates, and
  • How SaaS keeps track of the changes to the rules and rates, enabling companies to avoid audit risk.

Speaker: Avalara
Room: Avalon

Retail Track

Falling Bricks: Is your eCommerce ready for the future

Speaker: DynamicWeb
Room: Laguna

Breakout Sessions - Day 1

1:30 – 2:00 PM

Gaining funding towards our implementation is possible!

Speaker: CMTC
Room: Harbor 2

Scaling your online business for B2B success

Speaker: DynamicWeb
Room: Harbor 1

Public or Private Organization?
Compliancy is Needed!

In today’s world of increasing regulations, the importance of strong internal controls has never been more importance.  Whether your professional services or financial services company is public, private, or perhaps on the pre-IPO path, a strong internal control system is paramount to ensure adequate transaction processing and financial reporting.  In this session, we will highlight the most common areas where controls are needed to meet current or future compliancy needs.  We will review how the Shared Responsibility Model with Microsoft clearly defines which controls your company owns, which controls you can rely on your software providers, and how best to manage both to meet compliance requirements.

Speaker: Fastpath
Room: Avalon

Label Printing for Dynamics AX and D365

In this session we will discuss what is available out of the box and how to maximize the label printing options associated with AX and D365. Learn what other customers have been asking for and what areas are most critical for label printing and other types of tracking documentation.

Speaker: DSI
Room: Laguna

Breakout Sessions - Day 1

2:00 PM – 2:30 PM

Public or Private Organization? Compliancy is Needed!

In today’s world of increasing regulations, the importance of strong internal controls has never been more importance.  Executives are being required to pay more attention to threats to their organization and how to prevent threats with strong internal controls.  Whether your company is public, private, or perhaps on the pre-IPO path, a strong internal control system is paramount to ensure adequate transaction processing and financial reporting.  In this session, we will highlight the most common areas where controls are needed to meet current or future compliancy needs.  We will review how the Shared Responsibility Model with Microsoft clearly defines which controls your company owns, which controls you can rely on your software providers, and how best to manage both to meet compliance requirements.

Speaker: Fastpath
Room: Harbor 2

Gaining funding towards our implementation
is possible!

Speaker: CMTC
Room: Harbor 1

Web technologies worth leveraging

Speaker: DynamicWeb
Room: Avalon

Easily Handle Complex Customer Orders In-Store using a CPQ (Configure, Price, Quote) Solution.

Session Description: Learn how you can easily manage complex customer orders and quotes with Experlogix CPQ for Dynamics 365. Whether you’re in a retail store location or offering a distributor/dealer sales portal, Experlogix empowers your sales team with a self-service, online quote and order configurator. The Experlogix CPQ add-in for Microsoft Dynamics 365 is ideal for custom orders, including the calculation of dimensions, pricing discounts, required supplies and services, and much more.

Speaker: Experlogix – Gwyn Golden
Room: Laguna

Breakout Sessions - Day 1

2:30 PM – 3:00 PM

 

 

Outsourcing Tax Compliance: Streamline Operations & Avoid Audit Risk

As GE’s former CEO Jack Welch once suggested, “Do what you do best, and outsource the rest”. In this session, we’ll apply Mr. Welch’s approach towards an often-overlooked, but always-required business process: tax compliance. We’ll discuss:

  • How SaaS streamlines the implementation of compliance automation, and
  • Why so many companies are outsourcing the no-reward, high-risk tax compliance process.

Speaker: Avalara
Room: Harbor 2

Hear From One of Your Own

Speaker: Tim Shelton – Landau Uniforms
Room: Harbor 1

Hear From One of Your Own

Speaker: Douglas Goto – Pacific Bridge Companies
Room: Avalon

Hear From One of Your Own

Speaker: Bobby Small – Ouray Sportswear
Room: Laguna

Breakout Sessions - Day 1

3:00 PM – 3:30 PM

 

 

Scaling your online business for B2B success

Speaker: DynamicWeb
Room: Harbor 2

Measuring your Inventory and Warehouse Metrics for Dynamics AX and D365

Analytics requires data – lots of it, and in real time. Learn how to streamline data collection, reduce errors and make warehouse workers more productive. Feeding this data into Dynamics 365 & AX in real time sets the stage for better analytics, allowing process improvements based on accurate, quantitative information. Join this session to find out how industry-standard measures, backed up by WERC research, can help turn your warehouse into a best-in-class organization

Speaker: DSI
Room: Harbor 1

Digitalization of your Financial Processes

In this presentation, we will take a look at three major trends affecting companies and their financial management function and processes. We will discuss what decision-makers should focus on now to make the most of the opportunities that change brings.

  1. The way we work is changing – what does that mean for financial processes?
  2. Automation and intelligence bring huge opportunities. Paper, OCR, automation, RPA, machine learning… How should we manage all this?
  3. Organizations are changing. What does moving away from silos mean for finance?

Speaker: DOOAP
Room: Avalon

Public or Private Organization?
Compliancy is Needed!

In today’s world of increasing regulations, the importance of strong internal controls has never been more importance.  Whether your retail company is public, private, or perhaps on the pre-IPO path, a strong internal control system is paramount to ensure adequate transaction processing and financial reporting.  In this session, we will highlight the most common areas where controls are needed to meet current or future compliancy needs.  We will review how the Shared Responsibility Model with Microsoft clearly defines which controls your company owns, which controls you can rely on your software providers, and how best to manage both to meet compliance requirements.

Speaker: Fastpath
Room: Laguna

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-9:00 PM
Venue: North Italia

Evolve Event – North Italia

2957 Michelson Dr, Irvine, CA 92612

Day 2

General Session - Dominating in the New Economy

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

DOMINATING IN THE NEW ECONOMY

Experience Vs Innovation

This may arguably be the single most challenging concept of our professional era. For decades

we have been bragging about our experience. Boasting it in conversations, introductions,

highlighting it in resumes, and using it to negotiate pay scale. The question is simple. In the

new economy, can we assume experience is proportionate to skill or value? Here we will

explore the traditional views of the idea of “experience”, how it is still important but taking a

back seat to other dominating factors. If your favorite story begins with… “10 years ago, I

helped lead a company to become…” then you’ll be fascinated with this discussion.

Power Positioning

Remember the phrase “location, location, location.” In times like these and with the rapid

growth of the Internet of Things, maybe we should be changing that mantra to “position,

position, position.” We will compare organizations who are dominating the market, as well as

those struggling to survive and what it takes to master the art of positioning in this

increasingly competitive economy. Unless someone invents a DeLorean that really does time

travel, it will be imperative that we learn to anticipate the future of things.

Win & Grow

There are 2 invisible forces that will ultimately determine your path as professionals and

organizations. Fundamentally speaking, the more attention we give these forces, the more

likely we are to succeed, win and grow. More than just understanding and respecting them,

we need to look at strategically integrating these vectors into our focus, decisions, and

planning. This very discussion will not only help us to understand the forces within our new

economy, but will also provide the code that will allow you to break‐out of the matrix and

dominate your market.

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

Accelerating the Quote-to-Cash cycle with CPQ: A Manufacturer’s Secret Weapon

Find out how today’s manufacturers are leveraging Experlogix CPQ (Configure, Price, Quote) technology to dramatically reduce quote-to-cash fulfillment time, improve order accuracy, and dynamically create BOMs and Routings in Dynamics 365. We’ll show real-world examples of how Experlogix CPQ helps Dynamics customers be more competitive and improve bottom-line profitability and operational efficiency.

Speaker: Experlogix – Gwyn Golden
Room: Harbor 1

Professional Services/Financial Services Track

Professional Development Series: Love What You Do

Speaker: Bobby Small – Ouray Sportswear
Room: Harbor 2

Retail Track

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

Sales tax liability (nexus) rules will likely change this June, courtesy of the Supreme Court. The decision in South Dakota v Wayfair could make your tax compliance process much more complicated, leading to increased audit risk! In this session, we’ll discuss:

  • How the decision will affect companies doing business in multiple states
  • How the compliance headache and risk can be avoided with SaaS technology.

Speaker: Avalara
Room: Avalon

Lunch & Networking

12:00 PM – 1:00 PM
Lunch

Room: Harbor 1 and 2

12:00 PM – 12:30 PM

Dynamics Community Keynote

Room: Harbor 1 and 2

Value of Dynamics Community and Opportunities
General Lunch and Networking

General Session - Implementing and Upgrading to Dynamics 365 Under Lifecycle Management Services (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 and will provide you with the foundation for a successful deployment of Dynamics 365. During this session we will explore the following and more:

  • Introduction to Microsoft Dynamics Lifecycle Services (LCS)
    • 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
  • What Dynamics upgrade paths are available and what are their pros and cons whether you are new or existing Dynamics Users?
    • Upgrade Options for Legacy Platforms
    • Upgrade Options for Existing Dynamics Users – 2012 RTM-R3
    • Upgrade Options for Existing Dynamics Users – AX4.0/2009
    • What are the technical considerations for each upgrade path?
    • Which major milestones should you achieve during an upgrade or migration project?
    • How to avoid common upgrade pitfalls?
    • How can you prepare yourself and your system for the upgrade?
  • A next action ERP Coach offer to assist you in your organization’s unique journey to Dynamics 365

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

Tax compliance is getting more complicated, especially for manufacturers. If your compliance process is manual

  • Could an auditor find missing, expired or invalid exemption certificates?
  • Are you up to speed on the new rules around services, such as customization, reconditioning, installation, and repairs?
  • How has your nexus changed? Have you been keeping up with South Dakota v Wayfair in the Supreme Court?
  • Are you sure that your tax rate tables are accurate? When was the last update?
  • How are you managing use tax?
  • Could you allocate accounting resources more efficiently?
  • Could an auditor find a mistake?

Why not automate your no-reward, high-risk compliance process?

  • Let’s discuss how SaaS enables compliance automation, and how easy it can be to implement.

Speakers: Avalara
Room: Harbor 1

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: Brandon Nash – Avantiico
Room: Harbor 2

Retail Track

Digitalization of your Financial Processes

In this presentation, we will take a look at three major trends affecting companies and their financial management function and processes. We will discuss what decision-makers should focus on now to make the most of the opportunities that change brings.

  1. The way we work is changing – what does that mean for financial processes?
  2. Automation and intelligence bring huge opportunities. Paper, OCR, automation, RPA, machine learning… How should we manage all this?
  3. Organizations are changing. What does moving away from silos mean for finance?

Speaker: DOOAP
Room: Avalon

General Session - Reporting/Power BI

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

How To Leverage Power BI Internally With D365 And Maintain Data Governance

In this presentation we will investigate three ways to use Power BI with your D365 deployment.

  1. Using out of the box reports from Microsoft
  2. Using embedded analytics in D365 workspaces
  3. Deploying reporting apps through your IT department.

We will discuss how to empower your users but still encourage them to share their reports with the organization in a way that allows good data governance practices to be upheld.

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.