Finance and Supply Chain Summit
11th March 2023 – Lisbon, Portugal
D365FO Finance & Supply Chain Summit 2023
D365 Finance & Operations Community Summit 2023
The Microsoft Dynamics 365 Finance & Supply Chain Summit will take place on 11th March 2023 in Lisbon, Portugal. The largest Microsoft ERP Free Community Bootcamp reuniting in Lisbon to address challenges of ERP delivering 5 Tracks of Deep Deep Sessions;
- Finance & Supply Chain
- HR & Commerce
- Development & Administration
- Power Platform for D365 FinOps
- Azure for D365 FinOps
2 Day Crash Course for Dynamics 365 Finance Functional Associate MB310 Preparation Delivered by Microsoft MVP’s
2 Day Crash Course for Dynamics 365 Finance & Operations Development MB500 Delivered by Microsoft MVP’s
10th March – Advanced Security Workshop. A Deep Dive Workshop on D365 Finance * Operations Security Configuration & Extensibility.
10th March – Dual Write Workshop. A Deep Dive Day Workshop on Configuring Dual Write for D365 Finance & Operations
Precon Workshops
10th March – Partner Round Table Talks for ERP Integration, Delivery & ISV’s
Conference Tracks
Dynamics 365
FinOps
Finance
Supply Chain
HR
Commerce
Field Service
Project Ops
Power Platform
Azure
| SL | Speaker | Sessions Title | Description |
|---|---|---|---|
| 1 |   | Leave old processes behind and speed up your daily work | Let us show you how to automate your Accounts Payable with the new OCR functionality and your Accounts Receivable with Subscription Billing and reduce closing days for month end closing. |
| 2 |  | Using process mining for cost accounting | In this session, I will demonstrate how out of the box process mining results can be used for activity based cost accounting scenarios in D365FO. |
| 3 |  | How to use the Financial Reports tool in D365FO | In this session we will see how to use the Financial Reports (former Management Reporter) tool in D365FO. In the session we focus on how to use the 22 Default report definitions standard available in D365FO and the options to create your own additional financial statements. |
| 4 |  | Making a Use Case for Multiple Master Plans | From projecting the impact of potential sales on your inventory levels and spend to creating level load build plans, multiple master plan setups enable companies to prepare for whatever their supply chain throws at them. Join us to see real examples of these scenarios. |
| 5 |   | How Finance Insights can help you. | During this session we’ll be reviewing the new functionality for the financial department thanks to Finance Insight. Finance insights provides configurable and extensible solutions to help you intelligently predict your company’s cash flow, predict when you may receive payment for outstanding receivables, and generate a budget proposal that can help speed up your budgeting process. |
| 6 |  | D365 Human Resources – Latest updates and Roadmap! | Introduction to Dynamics 365 & Human Resources – Latest updates on the Infrastructure Merge – What’s part of the upcoming roadmap in 2023 – D365 HR community and who can help you! |
| 7 |  | Financial Controlling Tips & Best Practices | Financial Controlling Tips & Best Practices |
| 8 |  | Product Information Management in D365FO | Description * User interface * Product type and subtype * Product and Product master * Storage dimensions * Tracking dimensions * Items groups * Item model groups * Item is a transaction. |
| 9 |  | Disrupting the Status Quo: Implement ERP In A Radical Way | Disrupting the Status Quo: A Radical Approach to ERP Implementation” – Are you tired of the same old ERP implementation methods that yield subpar results? Then stop letting the system implementors and your IT department run the show. It’s time to disrupt the status quo and rethink the way we approach ERP projects. |
| 10 |  | Disrupting the Status Quo: Implement ERP In A Radical Way | Disrupting the Status Quo: A Radical Approach to ERP Implementation” – Are you tired of the same old ERP implementation methods that yield subpar results? Then stop letting the system implementors and your IT department run the show. It’s time to disrupt the status quo and rethink the way we approach ERP projects. |
| SL | Speaker | Sessions Title | Description |
|---|---|---|---|
| 1 |  | A 360 overview on inventory transactions in Dynamics 365 F&O | Join this session where you will learn all you need to know about inventory transactions in Dynamics 365 F&O. When it is created, how does the on-hand information work? How are the cost valuation and reservations managed? What new features are released and about to be released? The upcoming archival option will not be missed in this session. |
| 2 |  | The ease of Lease of Asset with Microsoft Dynamics 365 Finance and Operations | This session will be on Asset leasing capability and walks through the steps for creating an asset lease and view information for those leases. Asset leasing is an advanced capability for managing, tracking, and automating financial transactions for leased assets in Microsoft Dynamics 365 Finance. Asset leasing complies with International accounting standards (IFRS 16) and US GAAP standards (ASC 842). Asset leasing captures and processes information about the leases and helps generate journal entries throughout the lifecycle of the lease, from initial recognition, monthly journal entries, to impairment and termination of the lease. Asset leasing integrates seamlessly with other components of Dynamics 365 Finance, including Fixed assets, Accounts payable, and General ledger. |
| 3 |  | Dynamics 365 Landed Cost Module | For which business requirements should you use Landed Cost Module? An end-to-end setup and implementation guide. |
| 4 |  | Do not mess it up!! Technical planning for Dynamics 365 FnO projects | In this session we will try to give some basic guidelines to be able to plan the technical side of a Microsoft Dynamics 365 Finance and Operations project. Architecture, LCS, environments, Azure DevOps, Power Platform integration and everything that is needed to not mess things up and for our project to be a success! |
| 5 |   | Start using DDMRP in Dynamics 365 FO | Demand Driven MRP is a new concept of planning that aims to control all supply chain materials according to the true market demand.This workshop will show how to start using DDMRP in Dynamics. speaking about concepts, parameters, and common use cases to go from 0 to hero in this functionality. |
| 6 |  | Dynamics 365 Commerce Architecture and Troubleshooting | Dynamics 365 Commerce Architecture and Troubleshooting |
| SL | Speaker | Sessions Title | Description |
|---|---|---|---|
| 1 |  | Customisation, Development & Performance Best Practices | Customisation, Development & Performance Best Practices |
| 2 |  | Lessons learned from 20+ template rollouts | In this session you will get tips on how to ensure the template quality, how to manage your Golden Config environment and how to build a bullet proof process for copying configuration data between companies and environments, with minimum effort, while being able to focus on setting the business processes and creating business value for the end users. Automation is the key to maintaining the process and make it less affected by “The human factor”. We will also discuss the value in having a single source of truth for you configuration data to be able to monitor for accidental changes. |
| 3 |  | D365FO, Git and ALM: how to deliver more, faster | In this session, we’ll discuss how to use Git, Azure DevOps Pipelines plus automation to deliver more code faster. Topic covered will include a deep dive on Azure DevOps Process Templates, Source control options, Source Control Branching Strategies, build pipelines, code validation, Release Pipelines, All other Pipeline automation options Plus x++ package management and assorted other considerations for x++. |
| 4 |  | Developing Unit Tests in D365FO | This session pretends to approach unit testing in F&O, which is a big taboo. And also talk about, not only what is a unit test and how to develop them, but why we don’t use unit tests. We are goint to face it from a practical perspective with a real case of development and how to unit test it, from the technical perspective |
| 5 |  | D365 F&O Administrator: Possible automations with power automate | In this topic, we will explain how many automations we achieved in terms of F&O Administrations and release management. For example how to achieve DB refresh of UAT from production, Package application from more than one environment at once, Environment monitoring etc |
| 6 |  | How to apply Data Management Framework in D365FS | Once a company starts a journey with D365FS, you need to provide a migration design to specify plan, process, strategy, and requirement for transferring data from legacy system to D365FS. Data Management Framework (DMF), a common tool, is one of the several that can be used for this purpose. In this session you will get better understanding on how you can take advantage of DMF to accomplish migration activities by covering following tasks: – What are data entities? – How to create data packages with logical sequence. – How to create templates based on modules or purposes. – Import, Export, and copy into legal entity |
| 7 | | Data Migration in D365FS | Data migration in D365FS implementation is a process of transferring data from customers’ existing ERP solution (e.g. legacy system) to D365FS. In this session we cover which tools that can be applied to facilitate and perform quality data migration within D365FS implementation. |
| 8 | | Updates, features and testing – ALM for a new ERP? | When Microsoft introduced the One Version vision for Dynamics 365 for Finance and Operations the reactions were mostly “How on earth are we supposed to manage this” During our implementations we have seen the value (importance?) in establishing a “way-of-working” at an early stage to smoothly transition into the management of continuous update after golive. In this session we will look at a process for managing monthly updates, activation of features while ensuring a stable system at a reasonable effort and why it is important to take a long-term perspective to maintaining the system in a “Product-focused” approach rather than “Project-focused”. |
| 9 |   | No more SSRS, ER or Copy/Paste to generate your D365 FO reports – Automate all D365 & M365 documents with dox42! | You are still using time-consuming programming with SSRS, ER or tedious copy & paste to generate documents from D365 Finance & Operations? How about creating complex, detailed report templates with D365 FO business logic in Microsoft Word, Excel and PowerPoint and integrating document generation in all your D365 FO & Power Platform processes automatically? |
| SL | Speaker | Sessions Title | Description |
|---|---|---|---|
| 1 | | Power Platform and DualWrite from a FnO perspective | The session will look at what to expect when implementing dualwrite; the process, the challenges and what you need to understand in order to get a smooth setup. We will also look at some of the troubleshooting and some workarounds. |
| 2 |  | Integrate F&O with Power Pages (Portals) | In this session you will learn how to use Power Pages (formerly knows as Power Apps Portals) to enable create, update, and delete (CRUD) operations to finance and operations entities that are available as virtual entities in Dataverse. You’ll also learn the scenarios that are implemented in Power Apps portals for finance and operations apps. |
| 3 |  | Integrating Dataverse with SAP | In this session, we will analize the newest integration capabilities between Power Platform and SAP. We’ll discuss the pro and cons of each option, how they work and we’ll see it in action with a live demo. |
| 4 |  | Starter Kit (Zero to Hero) Power Platform with D365 FinOps | The convergence of Power Platform with D365 FinOps is on track and in progress, it’s time to learn as a starter kit for you all informations needed to jump and already start using it for your projects. We will see : 1. Basic Dataverse knowledge and PPAC. 2. Virtual Entities with D365 FinOps 3. Dual Write (CE Apps <=> FnO Apps) 4. Model Driven App with D365 FinOps 5. DataFlow integration with D365 FinOps and output events 6. Canvas Apps (Dev and embedded into D365 FinOps) 7. Power Automate advanced learning (Workflow, Business Events) 8. Power Virtual Agent with D365 FinOps 9. Power Pages with D365 FinOps 10. Build C# Plugin Dataverse for D365 FinOps (no more X++… :)) |
| 5 |  | Power Apps & Dynamics 365 F&O: The good, the bad and the ugly | Do you want to extend the functionality of Dynamics 365 F&O using Power Apps? In this session we will see how to create Power Apps canvas applications consuming data from Dynamics 365 Finance and Operations. We will try to show the pros and cons of the different options we have: The good (Virtual Tables), the bad (Dyn365FO Connector) and the ugly (Dual Write). |
| 6 |  | Combine Power of Power BI with External Tools | While developing in Power BI, there are some tasks that are time consuming. From the extraction of Dynamics data till the creation of metrics and deployment of models; the usage of Power BI can be optimized using external tools or data platforms (Synapse, Data lake, Azure Data Factory). In this session Richard van de Beek, Senior consultant at birds.bi, will take a look into the benefits of such tool and how they help us translate your business data into valuable insights. |
| 7 |  | Power Pages for D365 FO Supply Chain | In this session you will learn how to use Power Pages (formerly knows as Power Apps Portals) to enable create, update, and delete (CRUD) operations to finance and operations entities that are available as virtual entities in Dataverse. You’ll also learn the scenarios that are implemented in Power Apps portals for finance and operations apps. |
| SL | Speaker | Sessions Title | Description |
|---|---|---|---|
| 1 |  | Integration best practices for D365FO | The session will introduce best practises for D365FO integration. |
| 2 |  | Truck/Van inventory for Field Technicians in D365 Field Service | Join this session to learn how to empower field technicians to maintain their own Truck/Van inventory, get visibility of parts inventory level from main warehouse from D365 SCM, use parts in work order, perform transfer and adjustments, and order parts to Vendors etc. |
| 3 | | How to become a solution architect expert in Finance and Operations | all what you need to be a great solution architect for Finance and Operations |
| 4 |  | D365 FO data to Data Lake to Azure Synapse – What’s involved | A demo on how to get D365 FO data into Azure Synapse from Data Lake using CDM Util and Function App. Will also try to create power bi reports connected directly to azure synapse reading data from D365 FO. |
| 5 | | Dynamics 365 F&O (and AX) Integrations with Logic Apps | In this session we’ll discuss all tooling available for using Logic Apps as part of your integrations. We’ll do a deep dive on available integration tooling in F&O such as Data Events, Business Events, Virtual Entities, Dual Write plus all related Azure infrastructure such as Azure Queues, Topics, Event Grids, Event Hugs, Blob Storage, HTTPS, Power Automate plus Dataverse. We’ll do a deep dive into all Logic App components, how to do design integrations with several examples plus review all components of a real working eCommerce integration. |
D365FO Finance & Supply Chain Summit Venue
The Dynamics 365 Finance & Supply Chain Summit is the largest D365 FinOps focused community conference and bootcamp taking place on 11th March 2023 at Microsoft Lisbon Expo, Rua do Fogo de Santelmo Lote 2.07.02, 1990-110 Lisboa, Portugal. This is a Free Microsoft ERP Conference Organised By The Community Made Possible by Microsoft MVP’s and Microsoft Partners.
Nearest Airport: The venue is only 5 mins drive from Lisbon Airport
Nearest Hotels to Conference Venue:
- Ikonin Lisboa
- Eurostars Lisboa
- Tivoli
- Myriad Sana
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