Microsoft Dynamics 365 Seminar: 

February 12th, 2019 – Microsoft Training Center Irvine, CA

Event Abstract:

Dynamics Day will be hosted by Avantiico in partnership with Microsoft, Dyn365Pros and Flintfox at the Microsoft Technology Center in Irvine, CA. The one-day event will provide end users, IT professionals and senior management with the benefits of what Microsoft Dynamics 365 Enterprise Edition, a fully integrated ERP and CRM solution, can accomplish for your organization. It will also provide a functional overview on the capabilities of Dynamics 365 for Finance and Operations as well as Dynamics 365 for Customer Engagement. Avantiico, Microsoft, Dyn365Pros, and Flintfox industry leading experts will be presenting and addressing any questions/interests you have. It is free to register – limited seats!

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

Who should attend?

  • If you are new to enterprise suite technology and interested in the latest, cloud-based, integrated ERP and CRM solution called Microsoft Dynamics 365, Enterprise Edition. You will also learn how to make smarter decisions when selecting a new ERP/CRM system
  • All levels of IT, Finance, Customer Service, Manufacturing, Supply Chain, Operations, Sales and Marketing Departments as well as ERP/CRM Managers and Directors
  • If you want to learn more about Microsoft’s PowerBi, PowerApps, Flow, IoT, Embedded AI and mobility technologies
  • If you are a part of a manufacturing/distribution organization and you want to optimize your supply chain and manufacturing processes
  • If you are a part of a manufacturing (lean, process, and discrete), wholesale distribution or retail organization and you need accurate, real time calculations for complex revenue activities including price management, promotion pricing, rebate management, claims and deductions.
  • If you are a professional services, marketing, healthcare, construction, entertainment or software/IT organization and want to better manage your customer relationships and concurrently optimizing revenue
  • Learn about the different upgrade/migration paths to Dynamics 365 and pricing incentives if you are currently on Dynamics AX 2009 or any version of AX 2012.

Introduction to Microsoft Dynamics 365

This event focuses on providing a deep dive into the functionality of Dynamics 365 Enterprise Edition as well as highlighting considerations around the Azure Cloud infrastructure.

Learning Objectives:

  • Understand Dynamics 365 Enterprise Edition functionality and how it will fit into your organization
  • Understand the value that integration between Dynamics 365 Finance and Operations and Dynamics 365 Customer Engagement brings to your organization
  • Understand how Microsoft technologies extends the capabilities of Microsoft Dynamics 365 Enterprise Edition
  • Understanding the basics of Upgrading/Migrating to Dynamics 365 and associated Microsoft incentives

Dynamics Day Agenda

Check-in [30 minutes]

8:00 AM – 8:30 AM
Presenter: All

  • Check-in

Welcome Address [15 minutes]

8:30 AM – 8:45 AM
Presenter: Avantiico

  • Microsoft, Avantiico, Dyn365Pros and Flintfox welcome and introductions
  • Agenda containing high level presentations of Dynamic Day’s theme and goals
  • Breakout Rooms

Dynamics 365 Overview [45 minutes]

08:45 AM – 09:30 AM
Presenter: Microsoft

  • This high-level introduction to the Dynamics 365 portfolio will provide all levels of Dynamics user, and new comers, a foundational understanding of the product. This presentation will go into light detail on the various applications, their general use cases, and provide information on the Common Data Service, Power Platform and how they enable the entire Microsoft ecosystem to work.

Dynamics 365 for Finance and Operations Overview [60 minutes]

09:30 AM – 10:30 PM
Preseter: Avantiico

  • Goal of this session is to provide a deeper look at the ERP functionality of Finance and Operations (other than Supply Chain and Manufacturing will be addressed in the following session). The discussion will focus on the following areas:
    • Finance
      • General Ledger
        • Budgeting
        • Financial Planning
        • Consolidations
        • Financial Reporter
        • Power Bi
      • Cash and Bank Management
      • Accounts Payable
      • Accounts Receivable
      • Expense Management

Break [10 min]

10:30 AM – 10:40 PM

  • Break

Dynamics 365 for Sales [60 min]

10:40 AM – 11:40 AM
Presenter: Dyn365Pros

  • Goal of this session is to present the new Dynamics 365 for Sales, including built-in Artificial Intelligence and integration with Finance & Operations, Office 365 and LinkedIn. See why CRM Magazine named Dynamics 365 for Sales the market leader over competitors Salesforce, SAP and Oracle. In this session, we’ll present:
    • New Dynamics 365 Sales Hub for Desktop and Mobile users
    • Guided process for nurturing Leads and closing Opportunities
    • Predictive analytics and insights identifying opportunities that are likely to close
    • Office 365 and LinkedIn Sales Navigator integration that increases productivity and reduces data entry
    • Integration and data flow between Dynamics 365 for Sales and Finance & Operations

Power BI [20 minutes]

11:40 AM – 12:00 PM
Presenter: Dyn365Pros

  • Goal of this session is to introduce Microsoft Power BI, a business analytics solution that allows you to share data and insights across your entire organization. Power BI produces reports and dashboards that are accessible on desktops, phones and tablets – even within Dynamics 365. In this session, we’ll present:
    • Using Power BI Pro to share and distribute reports to Dynamics 365 users or non-users.
    • How to jumpstart Power BI with free Dynamics 365 content packs
    • Natural language queries that make it easy for users to extract the answers they need in real time.

Lunch & RoundTable Hosted by Sempra Infrastructure [40 minutes]

12:00 PM – 12:40 PM
Lunch Break & Sempra Infrastructure

  • Roundtable Topic: Come hear Sempra Infrastructure speak about their experience with implementing Microsoft Dynamics 365 Finance & Operations in the cloud and their journey towards digital transformation

Supply Chain/Manufacturing Process Overview [80 minutes]

12:40 PM – 2:00 PM
Presenter Avantiico

  • Goal of this session is to provide a deeper look at the Dynamics 365 Finance and Operations Supply Chain processes and the subsequent Manufacturing processes for lean, discrete and process manufacturers. The presentation will demonstrate:
    • Process the order
    • Delivery date control
    • Run Master Planning to look at order entry, Bill of Materials (BOM’s) for items produced and create orders for fulfillment
    • Create planned orders
      • Purchase orders automatically generated for BOM components if not available
      • Production orders generated for finished good items that are produced
      • Transfer inventory orders for materials that are procured if not available in current warehouse
    • Scheduler reviews and confirms orders
    • Scheduling to sequence production orders
    • Taking orders and process them based on components in BOMs
    • Warehouse Management
      • Workers put away finished goods
      • Picking for Sales Orders
    • Transportation Management
      • Load planning
      • Rating and routing
      • Freight reconciliation

Break [10 min]

2:00 PM – 2:10 PM

  • Break

Dynamics 365 Customer Service and Field Service [50 minutes]

2:10 PM – 3:00 PM
Presenter: Dyn365Pros

  • Goal of this session is to provide an overview of Dynamics 365 for Customer Service and Field Service. Customer Experience is now as important as products and prices when it comes to winning and keeping customers. Dynamics 365 for Customer Service and Dynamics 365 for Field Service work seamlessly to support the Customer Service process in the office and Field Service process in the field. In this session, we’ll present:
    • Dynamics 365 for Customer Service
      • Customer Service tracking and management
      • Queues and Escalation
      • Knowledge Base
      • Customer Surveys
    • Dynamics 365 for Field Service
      • Creating work orders
      • Bookable Resources
      • Scheduling jobs
      • Entering time and expense
      • Closing out jobs
      • Sending job status to Finance & Operations

Break [10 min]

3:00 PM – 3:10 PM

  • Break

ISV Showcase: Trade Revenue Management (TRM) Overview by Flintfox [50 minutes]

3:10 PM – 4:00 PM
Presenter: Flintfox

  • Goal of this session is to present best of breed Trade Revenue Management (TRM) solutions for resolving revenue challenges across the Supply Chain.
    • Pricing and rebate management for manufacturing, wholesale distribution and retail organizations delivering incremental sales via cross-sell/upsell, advanced mix and match promotions, and complex free goods offers.
    • Maximize revenue with real time calculations for complex revenue activities including price management, promotion pricing, rebate management, claims and deductions. Covering both the purchasing side and sell side of any business.
    • Embedded inside Microsoft Dynamics AX/365

Upgrade/Migrate AX to Dynamics 365 Finance and Operations [60 minutes]

4:00 PM – 5:00 PM
Presenter: Avantiico

  • Goal of this session is to give you an in depth understanding on the various paths to move from your current version of Dynamics AX to Dynamics 365 Finance and Operations.
    • Migration options to Dynamics 365
    • Upgrading code and data from AX 2012 to D365
    • Customization: The New Extension Model
    • Integrations and How They Work

Licensing Options for Dynamics 365 [15 minutes]

5:00 PM – 5:15 PM
Presenter: Avantiico

  • This session will provide insight on how licensing plays into your Roadmap planning initiatives as well as what the licensing transition path could look like for existing Dynamics AX and CRM users.
  • We will end the session with an open forum Q&A but teammates will be available throughout the remainder of the event for particulars not covered in the general session.

Official Close of Dynamics Day

5:15 PM 
Presenter: All

Thank you for attending the Microsoft Dynamics 365 Seminar!