Collaborate Canada - Vancouver 2018: Full Schedule

7:30am PST

Registration

Monday November 5, 2018 7:30am - 8:30am PST
Bayshore Foyer

8:30am PST

General Session: Powering Digital Transformation with Microsoft Business Applications

Powering Digital Transformation with Microsoft Business Applications
To enable digital transformation, businesses need software that is driven by data and powered by AI and cognitive services to help them fundamentally reimagine how they engage their customers, empower employees, transform operations and reimagine products and services. Join Katie Cook, Dynamics 365 Lead, Microsoft Canada, to see how intelligent business applications from Microsoft – Dynamics 365, Power BI, PowerApps and Microsoft Flow - work together seamlessly on a connected data platform threaded with intelligence and leverage the power of the complete Microsoft cloud.

See how the new capabilities in the October 2018 release of Dynamics 365 and the Power Platform will help you take advantage of AI to predict trends and drive actions, enable new experiences and deliver the security and compliance to fit into your IT environment. Learn how to integrate new technology with existing systems and tailor, extend and create new applications to transform customer experiences with the flexibility to rapidly innovate so you can drive transformation within your organization.

Speakers

Katie Cook

Senior Dynamics 365 Product Marketing Manager, Microsoft

Microsoft Keynote Collaborate Canada pdf

Monday November 5, 2018 8:30am - 9:45am PST
Salon A&B

General Session, Keynote

9:45am PST

Break

Monday November 5, 2018 9:45am - 10:00am PST
Bayshore Foyer

Break

10:00am PST

All Audiences: Office 365 - Customize Microsoft Teams

Customize Microsoft Teams with Microsoft PowerApps, Microsoft Flow, and the Common Data Service for Apps. Learn how Microsoft Teams leverages Microsoft Flow and Microsoft PowerApps so any user can easily customize a tab or create a bot that responds to messages. You won't want to miss this great session!

Speakers

Tracey Santos

Monday November 5, 2018 10:00am - 11:00am PST
Coquitlam

All Audiences

10:00am PST

BCUG/NAVUG: Customer Pricing Best Practices

Chances are you have implemented campaign pricing or volume discounts in the past - but have you taken advantage of everything that NAV / BC has to offer? In this session, we're covering best practices for customer pricing and showing how you can leverage NAV along with out of the box CRM functionality to do so.

Speakers

Blair Hurlbut

VP Solution Delivery, Catapult

With his hands-on experience in the non-profit sector and sharp business instincts, Blair can deliver Dynamics NAV and Serenic Navigator solutions for businesses and organizations that are agile and respect the bottom line. He has worked with NAV on the client and consulting side... Read More →

Monday November 5, 2018 10:00am - 11:00am PST
Cypress 1

Dynamics 365 BC/NAV

10:00am PST

BCUG/NAVUG: Intelligent Edge; Setting up Business Central On Prem to Utilize the Intelligent Cloud

In this session, you will learn the steps to configure your Dynamics 365 Business Central on-premise solution to replicate data to your Business Central cloud solution. Once the data is replicated, we'll also take you through the customer experience to view and manage data within your cloud tenant.

Speakers

Theresa Nistler

Senior Program Manager, Microsoft

Theresa is a program manager working on the Microsoft Dynamics SMB team. She has been with Microsoft since 1986 in a variety of roles from Technical Support through Product Development. She focuses on the financials and payroll areas.

CC 2018 BC Intelligent Cloud pptx

Monday November 5, 2018 10:00am - 11:00am PST
Cypress 2

Dynamics 365 BC/NAV

10:00am PST

D365UG/CRMUG: Digital Transformation of B2B Sales & LinkedIn

"The Digital Transformation of B2B Sales The way we engage our customers, prospect and resellers in the buying and selling process is changing rapidly. This is due to the customers and prospects in our business ecosystems becoming increasingly savvy in the way they leverage the internet and social networks. Rick McCutcheon Dynamics Solutions MVP will lead you through a fast-paced session on how B2B companies are retrofitting their sales processes with the following Microsoft Cloud and related technologies. 

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 →

Digital Transformantion of B2B Selling Collaborate Canada 2018 pdf

Monday November 5, 2018 10:00am - 11:00am PST
Salon E

Dynamics 365 CE/CRM

Company Social Platforms '

10:00am PST

D365UG/CRMUG: Planning a Dynamics 365 On-Premise to Online Migration

Are you ready to move your on-premise Dynamics CRM system to the Dynamics 365 Online? Wait! This is not a simple "press a button" process. Where do you begin? How do you move your data, your users, your customizations, configurations, reports, integrations and many other aspects of your existing Dynamics CRM system to this new platform? Are you tempted to start over from scratch (maybe?) or can you continue to capitalize on your previous investments? What tools are available from Microsoft and the ISVs? This session will help you build a step by step plan to move an on-premise CRM system to Dynamics 365 Online. The various tools, techniques and strategies will be discussed as well as particular roadblocks and issues that might arise during the project. Start your migration project with your eyes wide open!

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.

Matthias Schleweis

Sierra Systems

Monday November 5, 2018 10:00am - 11:00am PST
Salon D

Dynamics 365 CE/CRM

10:00am PST

D365UG/AXUG: AX & Power BI – It's All About the Data Structure

You have heard and seen a lot around Power BI, but you are struggling to understand how you can really use it with your Dynamics AX data. In this session, we will look at different ways you can connect Power BI to the different versions of Dynamics AX & Dynamics 365 for Financials and Operations. You’ll learn about: AX data structure and relationships, Key things to understand about AX data, advantages of using a data warehouse, considerations for cubes, and methods you can use to connect AX to Power BI.

Speakers

Dan Edwards

CPA, Crowe

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 5, 2018 10:00am - 11:00am PST
Salon C

Dynamics 365 FO/AX

10:00am PST

D365UG/AXUG: Everything You Need to Know to Upgrade your Functionality Skills to D365FO

Getting ready for an upgrade? Wanting to bring your skills up-to-date? Feeling overwhelmed by the amount of change and not knowing where to start? Struggling to find substitutes to deprecated features? In this session we will review new functionality, understand how it can be used, and discuss how to focus your learning plan.

Speakers

Zvika Rimalt

Functional Consultant, SPUD.ca

Anything functional AX and D365. Mostly financials, project accounting, retail, trade and logistics.

Monday November 5, 2018 10:00am - 11:00am PST
Salon F

Dynamics 365 FO/AX

10:00am PST

Dynamics GP: Do Cool Stuff with PO's!

It's crazy how often we show up at a customer site and have them tell us that they can't process their purchasing through Dynamics GP on account of its limitations. WHAT LIMITATIONS? Come to this session to learn how to unfetter your system and do some really cool stuff!

Speakers

Rod O'Connor

Owner, Briware Solutions Inc.

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

Do Cool Things with POs Rod OConnor pptx

Monday November 5, 2018 10:00am - 11:00am PST
Seymour

Dynamics GP

10:00am PST

Dynamics GP: SQL Server 2017 What's New and Exciting

Join Kerry Hataley, President at Nanook Software, as he explores the new features introduced in Microsoft SQL Server 2017 & 2016. These new features also include a look at what is new in SSRS and the differences that have been introduced.

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 →

SQL 2017 What New pdf

Monday November 5, 2018 10:00am - 11:00am PST
Mackenzie

Dynamics GP

11:00am PST

Break

Monday November 5, 2018 11:00am - 11:15am PST
Bayshore Foyer

Break

11:15am PST

ISV Solution Showcase: Banking & Treasury Automation for D365/AX Presented by SK Global Software, LLC

Empowering finance teams with seamless and secure automation of daily banking processes; including Vendor Payment Automation, Cash Management Automation& Customer Payment Automation. This 45-min session will provide a high-level overview of one of the most popular products implemented for D365 Finance and Operations today.

Anyone is welcome to attend, but might be most relevant for D365/AX attendees.

Speakers

Chuck Schroeder

Sr. Solution Architect, SK Global Software, LLC.

Monday November 5, 2018 11:15am - 12:00pm PST
Salon F

Partner Solution Showcase

11:15am PST

ISV Solution Showcase: Cracking the CRM Code Presented by Innovia Consulting

Are you considering or using CRM? Over half of CRM implementations are considered a failure. This session will help you understand how CRM is a decision making tool to assist your efforts in selling more products and services and ensure your implementation is a success!

Anyone is welcome to attend, but may be most relevant to Business Central/NAV attendees or any company using or thinking of using CRM.

Speakers

Steve Waltz

Customer Engagement Specialist, Innovia Consulting

Innovia Consulting is a Gold Certified Microsoft NAV/BC and Cloud Partner that services North America. We help customers get their ERP systems back and fully optimized.

Monday November 5, 2018 11:15am - 12:00pm PST
Cypress 1

Partner Solution Showcase

11:15am PST

ISV Solution Showcase: Creating Engaging Customer Experiences with Portals Presented by The Portal Connector

Learn why self-service portals are important in providing your customers with an engaging experience and the key elements behind successful customer engagement.

The Portal Connector solution works with Dynamics CRM On-Premise versions 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.

See how we provide the ultimate portal flexibility and usability for administrators, CRM Users and your end customers.

Anyone is welcome to attend, but might be most relevant to D365/CRM attendees.

Speakers

Steve Webb

VP of Product Development, The Portal Connector

Monday November 5, 2018 11:15am - 12:00pm PST
Salon D

Partner Solution Showcase

11:15am PST

ISV Solution Showcase: Don't Get Fleeced When You Lease! The Lease Accounting Answer Presented by Crowe LLP

Don’t just comply with the new lease accounting standards, optimize your processes! Join our session to learn how the Crowe Lease Accounting Optimizer app keeps you in compliance with ASC 842 / IFRS16 regulations on accounting standards for leases. Eliminate manual calculations by embedding all of the new lease accounting logic in your existing environment. Streamline processes by enabling monthly payments and journal entries with the click of a button. Prepare the required disclosures and reports required to comply with the new standard. All without leaving Dynamics 365 or Dynamics AX 2012.

Anyone is welcome to attend, but might be most relevant for D365/AX attendees.

Speakers

Dan Edwards

CPA, Crowe

Monday November 5, 2018 11:15am - 12:00pm PST
Salon C

Partner Solution Showcase

11:15am PST

ISV Solution Showcase: Don’t Let Silos of Data Disrupt Your Digital Transformation Strategy Presented by Riva International, Inc.

Digital transformation fails without a 360-degree view of your customers. This means breaking down the data silos that exist between your CRM, email / calendaring platform, line-of-business apps, ERP, and public and purchased data sources. Learn how to connect these applications, automate data synchronization, and convert siloed data into actionable customer intelligence.

Anyone is welcome to attend, but might be most relevant for D365/CRM & NAV attendees as well as Office 365 and Exchange.

Speakers

Henrik Almström

Regional Sales Manager, Canada, Riva CRM Integration

RIVA helps enterprise customers solve complex business problems related to CRM and Email System integration. Please come see me to learn more about how we help simplify CRM implementations and increase CRM user adoption. I look forward to sharing why over 1,000 companies and 150,000... Read More →

Monday November 5, 2018 11:15am - 12:00pm PST
Salon E

Partner Solution Showcase

11:15am PST

ISV Solution Showcase: E-Commerce Trends that Microsoft Dynamics Customers Can Take Advantage of Presented by Sana Commerce

Online customers are constantly changing, becoming more demanding, and expecting more from even the most standard e-commerce experiences. This leads to pressure within organizations to continually adapt and keep up with these changes. More often than not, this means aging systems, sales channels that aren’t in sync, resistance to change in the organization, silos, and business processes that are difficult to transform.

This pace of change may seem difficult to maintain, but Microsoft has given Dynamics customers an engine that can power all business operations, from back office to sales. Sana has built on that technology to make e-commerce a strategic and integrated component of our clients’ online operations.

If these challenges sound familiar, join our session for insight into e-commerce trends that can be leveraged to improve current approaches.

Anyone is welcome to attend, but might be most relevant for D365/AX, Business Central/NAV and GP attendees.

Speakers

Mike Brenneman

Channel Sales Manager, Sana Commerce

I help Dynamics customers increase revenue, increase brand awareness, and automate back office inefficiencies related to their B2B or B2C e-commerce strategy. If you haven't made the leap to selling online or if you're not using a "single-stack" e-commerce platform directly integrated... Read More →

Monday November 5, 2018 11:15am - 12:00pm PST
Seymour

Partner Solution Showcase

11:15am PST

ISV Solution Showcase: How to Unlock New Business Models in Field Service Presented by HSO

Heard all the buzz about servitization but not sure what it is and how to get started? In this session, we’ll show you how to leverage D365 to arm your team with the tools and insight to turn your service center into a profit center. Attendees will leave with a solid understanding of the field service capabilities within Microsoft Dynamics 365 and how they can be leveraged in your overall business strategy.

Learning Objectives: In this 45 minute webinar, we'll address:

o The concept of Servitization as first defined in 1988 and today
o What are all the moving parts that add up to a Servitization solution?
o How Dynamics 365 supports servitization approaches
o Who’s doing it? A Dynamics case study

Anyone is welcome to attend, but might be most relevant for D365, AX or CRM attendees.

Speakers

Chris Moffett

Regional Director, HSO

Having been associated with Microsoft Dynamics platform since 2002 I am passionate about the solution and what it can do to improve business performance. Talk to me about Dynamics for Manufacturing, Field Service & Equipment Maintenance. Also how to get better performance from your... Read More →

HSO Servitization Presentation Collaborate Canada 2018 pdf

Monday November 5, 2018 11:15am - 12:00pm PST
Coquitlam

Partner Solution Showcase

11:15am PST

ISV Solution Showcase: TED Talk: Real AP Customers, Real Document Management Stories Presented by Altec

Don’t miss this TED (Taking Everything Digital) Talk highlighting how going digital with document management solution DocLink allows you to obtain faster approvals, minimize data entry and eliminate paper. Hear how real DocLink users learned from their experiences, from initial AP implementation to document management in AR, HR, legal, and beyond. Spend less time managing your data. Join us and learn how to streamline business processes, improve efficiencies and reduce costs for immediate ROI.

Anyone is welcome to attend, but might be most relevant for D365/AX attendees.

Speakers

Mark Whitbeck

Altec

Monday November 5, 2018 11:15am - 12:00pm PST
Mackenzie

Partner Solution Showcase

11:15am PST

ISV Solution Showcase: Your Single Source Supply Chain Solutions & Services Presented by Lanham Associates/Lanham Services

Understand Lanham’s direction in Microsoft’s changing world. On-premise, subscription, public cloud -- Lanham gives you options. From Demand Planning to Lanham EDI, E-Ship, Outbound Warehouse Request and ACE Warehousing. New Canadian carriers for E-Ship.

Lanham: today’s best single source for supply chain solutions and services.

Anyone is welcome to attend, but may be most relevnt tfor D365 Business Central/NAV attendees.

Speakers

Jim Augenstein

Channel Manager, Lanham Associates/Lanham Services

Monday November 5, 2018 11:15am - 12:00pm PST
Cypress 2

Partner Solution Showcase

12:00pm PST

Networking Lunch

Monday November 5, 2018 12:00pm - 1:00pm PST
Bayshore Foyer

Lunch

1:00pm PST

All Audiences: Real World Uses of PowerBI for Non Data Nerds

Ever wonder how your organization can use Power BI? Come learn about Power BI and how to access your data. We'll cover how to build basic reports and dashboards and have fun while doing it!

Speakers

Rod O'Connor

Owner, Briware Solutions Inc.

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

CC Intro to PBI Rod OConnor pptx

Monday November 5, 2018 1:00pm - 2:00pm PST
Coquitlam

All Audiences

1:00pm PST

BCUG/NAVUG: Light Manufacturing in D365 Business Central / Dynamics NAV

Assembly orders in D365 Business Central / Dynamics NAV offer a viable alternative (or complement) to the full manufacturing module for a range of companies. Assembly orders have some significant advantages that deserve a serious look. You'll learn how assembly orders work, how they differ from standard NAV production orders, and when they should and shouldn’t be used.

Speakers

Joel Dei

Senior Business Analyst, Dynamic Manufacturing Solutions / Insight Works

Over 12 years direct experience with NAV - split between being an end user in a senior finance position at a manufacturing firm and currently as a lead consultant implementing and supporting NAV.

CC Light Manufacturing in BC NAV pptx

Monday November 5, 2018 1:00pm - 2:00pm PST
Cypress 1

Dynamics 365 BC/NAV

1:00pm PST

BCUG/NAVUG: Wired for Success: Steps to a Winning Integrated Online Store

eCommerce success goes far beyond the first sale. And to keep clients coming back, the right data at the right time is needed to craft a first-rate customer experience.

Speakers

Cindy Hupfel

Business Development Manager, k-eCommerce

Monday November 5, 2018 1:00pm - 2:00pm PST
Cypress 2

Dynamics 365 BC/NAV

1:00pm PST

D365UG/CRMUG: D365 Solutions Managed vs Unmanaged – (FEAR) Forget Everything And Run, or Face Everything And Rise

The Concept of Managed & Unmanaged Solutions was introduced with MS Dynamics CRM 2011, as a simpler way to package CRM customizations and deploy to multiple CRM environments. This supposedly would simplify the release process and enable Microsoft Partners to utilize XRM to deliver ISV Solutions for CRM. That was in the perfect world. Prior to this customizations were migrated in the same state as they were in development and which sometimes led to customizations being overwritten or corrupted by the end user, effectively breaking the solution. To date if you are to Google this topic you will get a flurry of opinions and direction on what is best practice. This debate is quite alive and well. Some healthy fear in this process is a good thing as it motivates the CRM administrator to follow a best practice. In this session we will explore those options and dispel the myths and fears surrounding solutions in Dynamics 365.

Speakers

Matthias Schleweis

Sierra Systems

Ali Sharifi

Sierra Systems

Managed vs unmanaged CRM v03 pptx

Monday November 5, 2018 1:00pm - 2:00pm PST
Salon D

Dynamics 365 CE/CRM

1:00pm PST

D365UG/CRMUG: Planning Your Successful Implementation of Dynamics 365 CE/CRM

This session will feature a panel of users that have implemented Dynamics 365 or CRM. Let's explore together and hear a variety of experiences in how to effectively plan and implement your deployment.

Speakers

Rick McCutcheon

MVP, Full Contact Selling

Monday November 5, 2018 1:00pm - 2:00pm PST
TBA

Dynamics 365 CE/CRM

1:00pm PST

D365UG/AXUG: To Migrate or Not to Migrate: When Should You Extend the Life of Your Dynamics AX Environment

Microsoft Dynamics AX is a robust ERP system, but like every digital system, it needs maintenance. It’s natural for a system to start experiencing errors after years of configurations, updates and the accumulation of data. But it’s not natural when errors get in the way of productivity and innovation. What can you do when you have too many system issues? Should you optimize or upgrade? And what if you aren’t ready to upgrade yet? In this session, we’ll cover the decision points to help you deide when you should upgrade your system and how you can extend the life of your current Dynamics AX environment.

Speakers

Steve Walsh

Managed Services Director, HSO

More than 25 years of IT experience; Steve started his ERP career customizing and enhancing Dynamics GP. He moved to AX in 2005 as a team member for Microsoft Consulting Services; In 2007, joined the Microsoft AX Support team as a Global Program Manager located in Fargo, ND; In 2011... Read More →

CC 2018 Speaker When to Migrate pdf

Monday November 5, 2018 1:00pm - 2:00pm PST
Salon F

Dynamics 365 FO/AX

1:00pm PST

D365UG/AXUG: IFRS 16/ is Coming – Are You Prepared? 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 begins taking effect in 2019, and it requires a retrospective presentation, so it is critical to start planning for the change now.

Speakers

Dan Edwards

CPA, Crowe

Monday November 5, 2018 1:00pm - 2:00pm PST
Salon C

Dynamics 365 FO/AX

1:00pm PST

Dynamics GP: Best Practices for Budgeting, Planning, and Forecasting

Are you looking to improve your budgeting and forecasting process? Attend our session for tips, tricks and best practices that will help you continue to use Excel while also showing you how to: - Streamline your budgeting and forecasting cycle - Capture more meaningful information - Reduce the work required to manage the process.

Speakers

Alan Whitehouse

Best Practices for Budgeting (True Sky) pptx

Monday November 5, 2018 1:00pm - 2:00pm PST
Seymour

Dynamics GP

1:00pm PST

Dynamics GP: Test Environments

Join Kerry Hataley, President at Nanook Software, as he reveals & discusses the different test environments that can be designed and developed for the Dynamics GP system. These include from the simple addition of a test company to a complete duplicate SandBox environment. He'll take an in-depth look at what each of the different environments are used for and why each is important for the different testing scenarios, answering the questions: Why do I need it, What do I need, How often should I refresh, and more!

Speakers

Kerry Hataley

Owner, Nanook Software

DynGP Test Environments pdf

Monday November 5, 2018 1:00pm - 2:00pm PST
Mackenzie

Dynamics GP

2:00pm PST

Break

Monday November 5, 2018 2:00pm - 2:15pm PST
Bayshore Foyer

Break

2:15pm PST

All Audiences: PowerApps and Flow (with a little CDS)

Join Kerry Hataley, President at Nanook Software, as he explores what the Microsoft PowerPlatform is and how it is changing the landscape for in-house administrator and Power Users ability to create simple applications and workflows with no or low code development. He will demonstrate a simple PowerApp and workflow that is triggered on and event. No PowerBI is included.

Speakers

Kerry Hataley

Owner, Nanook Software

PowerApps and Flow (with a little CDS) pdf

Monday November 5, 2018 2:15pm - 3:15pm PST
Coquitlam

All Audiences

2:15pm PST

BCUG/NAVUG: Ask the Experts

Ask the Expert - Open forum type discussion - bring on the questions as Erik has the answers!

Speakers

Erik Hougaard

R&D Manager, MVP

Erik has been programming since he was a kid in Basic,Poly Pascal everything else that would run on a 4.77 Mhz CPU. He got started with Dynamics NAV programming for IBM with "IBM-Navigator 3.00" in 1990. During the 90s he programmed with Navision and many other systems both in Denmark... Read More →

Monday November 5, 2018 2:15pm - 3:15pm PST
Cypress 1

Dynamics 365 BC/NAV

2:15pm PST

BCUG/NAVUG: Mastering the Month-End Close with NAV / Business Central

As with all ERP solutions, the month end close process in Dynamics NAV / Business Central is unique. This session leverages what is unique to NAV in order to help you draft your own period-end checklists by covering: the GL, AP and AR, Bank Recs, Foreign Exchange Balances, Fixed Assets and Inventory. A great refresher or training for someone new to NAV!

Speakers

Blair Hurlbut

VP Solution Delivery, Catapult

Monday November 5, 2018 2:15pm - 3:15pm PST
Cypress 2

Dynamics 365 BC/NAV

2:15pm PST

D365UG/CRMUG: Mobilizing Dynamics 365 Users: Options and Approaches to Mobility

This session will discuss mobile options for Microsoft Dynamics 365 customers. Native mobile approach, 3rd party solution and also the mobile app for Microsoft Dynamics 365 for Field Service will be discussed and demo'ed.

Speakers

Ivan Stano

COO, Resco.Net, Inc.

CC Mobile Options 2018 pptx

Monday November 5, 2018 2:15pm - 3:15pm PST
Salon D

Dynamics 365 CE/CRM

2:15pm PST

D365UG/CRMUG: What’s Possible with D365 Portals

Are you thinking of using a portal for your business? In this session designed to pique your interest and demonstrate what's possible, we’ll showcase core components of D365 Portals, and present 3 use cases - member management, applications, and service management.

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 →

Monday November 5, 2018 2:15pm - 3:15pm PST
Salon E

Dynamics 365 CE/CRM

2:15pm PST

D365UG/AXUG: Member Showcase: A D365 Talent Implementation using Microsoft's Fasttrack Program

Join us for a user showcase featuring how Tervita used the Microsoft Fastrack program to implement Dynamics 365 for Talent. We’ll highlight the new functionalities of Talent for D365 including recruitment, leave of absence, performance management, analytics, and employee/manager self-service. Jeff Pratt, IT Business Solution lead at Tervita, will discuss best practices, as well as success criteria, challenges, and lessons learned. Presenters will also discuss their experience using Microsoft’s Fastrack program and how it benefited them as they implemented D365.

Speakers

Tom Amerongen

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

Layale Khalifeh

Dynamics 365 Lead Consultant, Sierra Systems

Collaborate Van Talent and FastTrack 5 Nov, 2018 pptx

Monday November 5, 2018 2:15pm - 3:15pm PST
Salon C

Dynamics 365 FO/AX

2:15pm PST

D365UG/AXUG: Operational Analytics for Business Analysts

Do you feel like you’re underutilizing Microsoft Dynamics’ reporting capabilities and its native integration to Power BI? Many organizations fail to fully realize the potential offered by the myriad of out of the box reports, dashboards and analytics available. Join us as we show you the best ways to leverage the power of Azure Analytics, Power BI and Microsoft Dynamics reporting capabilities. We will cover what is available out of the box, how to arrive at single-source operational reporting for your Dynamics solution, how to use Azure Analytics to process large amounts of data in real time, and more.

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.

Operational Analytics for Business Analysts pptx

Monday November 5, 2018 2:15pm - 3:15pm PST
Salon F

Dynamics 365 FO/AX

2:15pm PST

Dynamics GP: 5 Things Your Boss Thinks You Already Do!

Like any business system, Dynamics GP isn't exactly a "set it and forget it" kind of tool. In this session, we'll cover some of the key Dynamics GP maintenance items to help ensure that your system keeps on running smoothly. Along the way, we'll also point out any options available to help you make maintenance even easier.

Speakers

Rod O'Connor

Owner, Briware Solutions Inc.

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

5 things your boss thinks you already do Rod OConnor pptx

Monday November 5, 2018 2:15pm - 3:15pm PST
Seymour

Dynamics GP

2:15pm PST

Dynamics GP: What is ASC 606 and how to handle it

Do you bundle your products and services? If you do, ASC 606 affects you! It’s important that you learn to manage your revenue allocations so you can confidently and efficiently comply with ASC 606.

Speakers

Brian Morris

Account Manager, Binary Stream

ASC 606 pptx

Monday November 5, 2018 2:15pm - 3:15pm PST
Mackenzie

Dynamics GP

3:15pm PST

Break

Monday November 5, 2018 3:15pm - 3:30pm PST
Bayshore Foyer

Break

3:30pm PST

BCUG/NAVUG: Power BI – What you need to know

Take a deep-dive into Microsoft’s Power BI to learn how you can quickly use it to create robust visualizations from Microsoft Dynamics NAV data. We will cover everything from creating dashboards, to explaining the various ways you can organize your data. This includes a discussion about data warehousing, which can enable you to actually deploy Power BI and empower users to get what they need without the technical requirements of content packs or data models. Expectations around this tool are that it’s plug-and-play from day one – you’ll walk away from this session knowing how to make that a reality.

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!

CC 2018 Power BI pptx

Monday November 5, 2018 3:30pm - 4:30pm PST
Cypress 1

Dynamics 365 BC/NAV

3:30pm PST

BCUG/NAVUG: Power of the Cloud: What's new and different in Microsoft Dynamics 365 Business Central?

In this presentation, we'll be covering the differences between Microsoft Dynamics 365 Business Central and Microsoft Dynamics NAV. On top of that, we'll be explaining how D365 Business Central is an end-to-end solution designed to help companies. With that, we'll be talking about how companies can leverage "apps" to streamline virtually all of their processes.

Speakers

Lisa Hills

Senior Software Services Consultant, Binary Stream

Lisa is a consultant working on implementations of Binary Stream products and has worked in the Microsoft Dynamics world for close to ten years. She is also a CPA a number of years experience working for Finance Departments as an accountant and analyst.

Sergio Kelly

2018 Collaborate Canada CCtempl pptx

Monday November 5, 2018 3:30pm - 4:30pm PST
Cypress 2

Dynamics 365 BC/NAV

3:30pm PST

D365UG/CRMUG: Dynamics 365 CE, Power BI and Azure Cognitive Services: A Winning Combination

Have you ever thought about what data you can collect that doesn’t have to be generated through a data entry system? Have you thought about how that data can be used to understand more about the information stored in your Dynamics CE environment? Combining the power and flexibility of the Azure Cognitive Services to collect data with the XRM capabilities of Dynamics 365 CE and the visualizations of Power BI can change the way you do business. In this session we will talk about a specific case study in the not for profit industry that put this trio of Microsoft services together to change the way they approached case management. You will learn the best practices for how to integrate cognitive services with Dynamics 365 CE as well as understand the key benefits that can be achieved through collecting and visualization data that is stored in Dynamic’s 365 CE.

Speakers

Tom Amerongen

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

Matthias Schleweis

Sierra Systems

Monday November 5, 2018 3:30pm - 4:30pm PST
Salon D

Dynamics 365 CE/CRM

3:30pm PST

Microsoft Dynamics 365 for Customer & Field Service: Strategy, What’s New, and Roadmap

Customer experience is quickly becoming the number one brand differentiator, compelling organizations to rethink the way they engage with customers from marketing through to customer and field service. Come learn about the Dynamics 365 Service product strategy, what’s new in the October 2018 release, and what’s on the roadmap to help your organization meet its objectives.

Speakers

Matthew Mead

Senior Customer Engagement Technical Specialist, Microsoft

I am a Senior Microsoft Customer Engagement Technical Specialist based in Calgary. I specialize in the Power Platform and Dynamics 365 Sales, Customer Service, Marketing, Field Service, PowerApps, Mixed Reality Apps and AI. I have a growth mindset and love my job! I am a passionate... Read More →

Collaborate Canada 2018 Dynamics 365 for Customer & Field Service pdf

Monday November 5, 2018 3:30pm - 4:30pm PST
Salon E

Dynamics 365 CE/CRM

3:30pm PST

D365UG/AXUG: Master Planning Approaches in AX and 365FO

Let’s compare managing your supply chain using Master Planning and Lean approaches. We’ll discuss how to embrace Traditional and Lean Manufacturing principles in each approach. Our supply chain expert will also address concepts, methodology, factors for success and implementation, with attention to leveraging the AX and Dynamics365FO tools that are available.

Speakers

Nigel Cox

Solution Architect, Envista

Nigel has been using and helping others use ERP solutions in Manufacturing and Distribution companies since 1972, running Materials, Production Control, IT and Engineering at various times. Very familiar with MTO, MTS, And Configure to order, Process, discrete and lean, NIgel has... Read More →

Collaborate Canada 2018 MRP vs Lean pptx

Monday November 5, 2018 3:30pm - 4:30pm PST
Salon C

Dynamics 365 FO/AX

3:30pm PST

D365UG/CRMUG/AXUG: Power BI Best Practices – Replicating Microsoft Dynamics 365 (online) data to Microsoft Azure SQL Database

This session would include an introduction on ways to surface D365 data in Power BI, the benefits and limitations of replicating D365 data to Microsoft Azure SQL, and a practical demonstration showing everything from the setup to the use of replication with D365, Azure and Power BI.

Speakers

Darren Houston

Solutions Architect, Neosystems

Senior manager and technical expert that has been managing teams and architecting health and safety software solutions for over 15 years. Deep background in both Microsoft and open-source software.

Geo Shaw

Neosystems

Geo is a full-stack developer who has been with NeoSystems for five years after graduating from the Southern Alberta Institute of Technology. He is well-versed in ASP.NET MVC, C# 7.0, and Dynamics 365. He also enjoys tea and grows freshwater shrimp.

CC 2018 Speaker Presentation pptx

Monday November 5, 2018 3:30pm - 4:30pm PST
Salon F

Dynamics 365 FO/AX

3:30pm PST

Dynamics GP: Setting up Dynamics GP to Utilize the Intelligent Cloud

In this session, you will learn the steps to configure your Dynamics GP on-premise solution to replicate data to your Business Central cloud solution. Once the data is replicated, we'll also take you through the customer experience to view and manage data within your cloud tenant.

Speakers

Theresa Nistler

Senior Program Manager, Microsoft

CC 2018 GP Intelligent Cloud pptx

Monday November 5, 2018 3:30pm - 4:30pm PST
Seymour

Dynamics GP

3:30pm PST

Dynamics GP: Wired for Success: Steps to a Winning Integrated Online Store

eCommerce success goes far beyond the first sale. And to keep clients coming back, the right data at the right time is needed to craft a first-rate customer experience. Topic covered include: How Finance, IT and Marketing are approaching e-commerce projects; How the teams are balancing the need for best practice web design versus critical business information; The challenges and opportunities in one key area - running a successful integrated ecommerce business with financial approvals; Social media tips for unstoppable brand recognition; 5 tips to a GDPR-Ready Web Store; and Advice to help the teams achieve 'quick wins' by leveraging existing data in Microsoft Dynamics GP.

Speakers

Cindy Hupfel

Business Development Manager, k-eCommerce

Wired for Success CC 2018 pptx

Monday November 5, 2018 3:30pm - 4:30pm PST
Mackenzie

Dynamics GP

4:30pm PST

Networking Reception

Monday November 5, 2018 4:30pm - 6:00pm PST
Bayshore Foyer

Networking Reception