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Monday, November 5
 

7:30am

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

8:30am

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
avatar for Katie Cook

Katie Cook

Senior Dynamics 365 Product Marketing Manager, Microsoft



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

9:45am

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

10:00am

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

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

10:00am

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
avatar for Blair Hurlbut

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
Cypress 1

10:00am

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
avatar for Theresa Nistler

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.



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

10:00am

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
avatar for Rick McCutcheon

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 →




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

10:00am

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
avatar for Tom Amerongen

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.
MS

Matthias Schleweis

Sierra Systems


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

10:00am

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
avatar for Dan Edwards

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
Salon C

10:00am

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
avatar for Zvika Rimalt

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
Salon F

10:00am

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
avatar for Rod O'Connor

Rod O'Connor

Owner, Briware Solutions Inc.
I am passionate about helping companies get the most from their Dynamics GP investment.



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

10:00am

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
avatar for Kerry Hataley

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 →



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

11:00am

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

11:15am

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
avatar for Chuck Schroeder

Chuck Schroeder

Sr. Solution Architect, SK Global Software, LLC.


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

11:15am

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
avatar for Steve Waltz

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
Cypress 1

11:15am

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
avatar for Steve Webb

Steve Webb

VP of Product Development, The Portal Connector


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

11:15am

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
avatar for Dan Edwards

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 11:15am - 12:00pm
Salon C

11:15am

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
avatar for Henrik Almström

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
Salon E

11:15am

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
avatar for Mike Brenneman

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
Seymour

11:15am

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
avatar for Chris Moffett

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 →



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

11:15am

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

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

11:15am

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
avatar for Jim Augenstein

Jim Augenstein

Channel Manager, Lanham Associates/Lanham Services


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

12:00pm

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

1:00pm

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
avatar for Rod O'Connor

Rod O'Connor

Owner, Briware Solutions Inc.
I am passionate about helping companies get the most from their Dynamics GP investment.



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

1:00pm

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
avatar for Joel Dei

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.



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

1:00pm

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
avatar for Cindy Hupfel

Cindy Hupfel

Business Development Manager, k-eCommerce


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

1:00pm

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
MS

Matthias Schleweis

Sierra Systems
avatar for Ali Sharifi

Ali Sharifi

Sierra Systems



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

1:00pm

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
avatar for Rick McCutcheon

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 →


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

1:00pm

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
avatar for Steve Walsh

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 →



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

1:00pm

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
avatar for Dan Edwards

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 1:00pm - 2:00pm
Salon C

1:00pm

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


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

1:00pm

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
avatar for Kerry Hataley

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 →



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

2:00pm

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

2:15pm

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
avatar for Kerry Hataley

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 →



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

2:15pm

BCUG/NAVUG: Ask the Experts
Ask the Expert - Open forum type discussion - bring on the questions as Erik has the answers!

Speakers
avatar for Erik Hougaard

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
Cypress 1

2:15pm

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
avatar for Blair Hurlbut

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 2:15pm - 3:15pm
Cypress 2

2:15pm

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
avatar for Ivan Stano

Ivan Stano

COO, Resco.Net, Inc.



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

2:15pm

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
avatar for Jeff Bacon

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
Salon E

2:15pm

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
avatar for Tom Amerongen

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.
avatar for Layale Khalifeh

Layale Khalifeh

Dynamics 365 Lead Consultant, Sierra Systems



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

2:15pm

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
avatar for Danae Helle

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.



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

2:15pm

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
avatar for Rod O'Connor

Rod O'Connor

Owner, Briware Solutions Inc.
I am passionate about helping companies get the most from their Dynamics GP investment.



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

2:15pm

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
avatar for Brian Morris

Brian Morris

Account Manager, Binary Stream


ASC 606 pptx

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

3:15pm

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

3:30pm

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
avatar for Janice Taylor

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!



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

3:30pm

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
avatar for Lisa Hills

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.



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

3:30pm

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
avatar for Tom Amerongen

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.
MS

Matthias Schleweis

Sierra Systems


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

3:30pm

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
avatar for Matthew Mead

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 →



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

3:30pm

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
avatar for Nigel Cox

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 →



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

3:30pm

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
avatar for Darren Houston

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.
avatar for Geo Shaw

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.



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

3:30pm

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
avatar for Theresa Nistler

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.



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

3:30pm

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
avatar for Cindy Hupfel

Cindy Hupfel

Business Development Manager, k-eCommerce



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

4:30pm

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