2023 Customer Conference Breakout Agenda

The Digital Transformation Meets the Real World

Caplugs Journey from On-Premise US Base to Global Business Central SaaS

Presenter: Tony Darden, VP IT Protective Industries/Caplugs | Location: Grande Ballroom

If you are considering a move to Business Central SaaS, don’t skip breakfast! Tony Darden will be sharing his experience from developing a plan through the execution of a true digital transformation. He will share tips, tricks, lessons learned, and how he believes you can apply them when you get back home.

Catch the Wave – Surfing Through Business Central’s Latest Release

Presenter: Gino Pack & Jim Augenstein | Location: El Teatro        

Get ready and get excited about Microsoft’s 2023 Wave 1 update for Dynamics 365 Business Central. In this session, Innovia's Director of Project Teams, Gino Pack, will review essential new features and enhancements. You don’t want to miss this release!

In the 2023 release wave 1, Microsoft offers many new features and enhancements. We’ll examine some of these new updates and explain how they can improve your business and processes. 

Streamline Your Warehouse Flow for Better Efficiency and Reduced Errors

Presenter: Mitzi Ridley | Location: La Valencia A

In this session, I will show you how you can use the tools already in your Business Central system to improve your warehouse flows and processes for better efficiency, allowing you to process more orders while saving time and money.

I will be discussing the many options for how your warehouse receives orders, available picking processes, and shipping flows.

Along with describing the tools already available in your Business Central, I will also discuss some of the additional benefits you could enjoy with ISV add-on solutions.

Whether you have a Pick and Pack or Bin Mandatory setup, this session is for you.

We’re Bringing Employee Engagement Back: How to Attract & Retain Top AP Talent

Presenter: Jack Clarke & Elaine Verna | Location: Grande Ballroom A

At AvidXchange, we LOVE data. We’ve analyzed millions of payments and surveyed hundreds of finance leaders on what they learned in 2022 and how it is shaping 2023. We uncovered seven major storylines you can’t afford to ignore.

We’re talking hybrid work, inflation, employee satisfaction, data, and analytics. The big stuff, the stuff that could reshape your department and your career.

In this session, we will:

• Explore how inflation has impacted the relationship between clients and vendors
• Understand how data and analytics are empowering finance teams to make better decisions
• Learn how to encourage the team to prioritize health over the hustle
  

Inventory Optimization: The Solution for Higher Fulfillment Rates with Minimized Investment

Presenter: Tony Vitello | Location: Grande Ballroom B

Successful inventory management requires more than just min/max reorder points, Excel spreadsheets, and a ‘gut feeling.’ With an inventory optimization solution, you get automated inventory replenishment based on demand type, supplier schedule, and lead time of each SKU, so you can reorder with accuracy to keep your fulfillment rates high while minimizing your inventory investment.

EazyStock is the perfect solution for companies looking to optimize their inventory management with features including automated demand forecasting, replenishment execution, multi-location planning, seasonality, supplier management, and more. Plus, EazyStock integrates with your Microsoft Business Central using a pre-built connector. Connect, forecast, optimize and order – with EazyStock.

Payroll for Business Central - What's New?

Presenter: Whit Lester | Location: Las Palmas A

This session will cover a brief overview of integrated payroll for Business Central along with demos of exciting new features such as:

• Automated Local Tax Updates - driven by employee's work and home address
• Employee Web Portal

Quench Your Thirst for Growth in 2023 With EDI Automation

Presenters: Judy Weston & Shawn Martin | Location: Las Palmas B

Do you want to speed up processing times, decrease order management costs, and effectively scale your business?

Growing your business in today’s supply chain industry without EDI automation is like traveling through the desert without water. Join SPS Commerce and learn how to quench that thirst for efficiency, clarity, and insight into your business. We’ll explain how you can overcome business challenges with EDI for Dynamics 365. With access to the leading retail network and industry-leading automation, SPS Commerce Fulfillment (EDI) for Dynamics can help you achieve your business goals. Join us to learn more and see a live demo.

The Importance of Financial Analysis With Implementing Dimensions

Presenters: Thomas White & Claude Rustom | Location: El Teatro

Are you looking for the best way to track and analyze your company’s critical financial information?

Join Claude and Thomas as they uncover how to enable the full analytical power behind dimensions in Business Central.

In this session, you will learn to:

• Set up Dimensions and Dimension values
• Enter Dimensions manually in documents
• Assign default Dimensions to master data and inherit to the transactions
• Block Dimension combinations

Slice and dice your critical business data to get the information you need with Business Central Dimensions.

Getting Started With Jobs in Business Central

Presenter: Amanda Ejiro | Location: La Valencia A

Do you need help budgeting and tracking costs for projects? Have you been searching for a better project management solution? Look no further than your own Business Central system.

Business Central has a robust Jobs module that allows you to accurately schedule the usage of your company's resources and track the various costs associated with the resources on a specific project. Jobs take into account the consumption of employee hours, inventory, and other costs associated with projects.

In this session, I will cover setting up and monitoring jobs in Business Central, including:

• Job Budgets
• How to post time and material usage expenses
• Out-of-the-box reporting for jobs

Feel free to bring your questions. I look forward to seeing you at my session.

Who Moved My Cheese? Optimize Workflows with Modern Hardware Solutions for the Warehouse

Presenters: John Rewcastle & David Deardorff | Location: Grand Ballroom A

When your employees cannot locate inventory materials or other assets in your warehouse, it is not only frustrating but costly and time-consuming. In this session, we will explore 5 technologies that ignite efficiency and create more modern, streamlined warehouse operations. From picking and putaway to inventory management and fulfillment, we will show you how to realize immediate gains, eliminate errors and improve worker productivity. You will walk away with tips on maximizing existing processes, understand the value of leveraging modern technology, and have an opportunity to see some of these technologies in action during our live demonstrations. If you've been tasked with finding ways to reduce inventory errors, improve location accuracy or automate processes that are still being conducted manually, then this is the session for you!

7 Components of a Successful CRM (Re)Launch Roadmap

Presenters: Geoff Ables & Tricia Desso-Cox | Location: Grand Ballroom B

Don't let your CRM project become just another statistic! The staggering fact is, a majority of these projects fail to meet expectations - but it doesn't have to be that way. Discover the secret to success and learn the 7 essential components that every successful CRM project must have. 

Join us for a high-impact session where you'll be taken on a journey through the unique planning process, uncovering the keys to creating a unified technology roadmap, full engagement of all stakeholders (including the C-suite and front-line employees), a data quality and master data management governance strategy, effective communication, learning and development, sales process design, business automation and ongoing maintenance. 

By the end of this session, you'll have a comprehensive understanding of what it takes to achieve CRM success (even if you've already started and need to rethink your project). With practical examples, case studies, training videos, and actionable insights, you'll leave with a solid game plan to bring your customer experience transformation vision to life. Don't miss out on this opportunity to open the door to CRM success.

3 Ways To Get Paid Faster and Transform Your AR Department With Versapay and Business Central

Presenter: Naomi Marti | Location: Las Palmas A

Do your AR processes consist of delayed payment processing, high processing costs, and frequent manual processing errors? Versapay can help.

Join us as we discuss Versapay’s ERP Payments solution for Business Central. On top of allowing organizations to reduce processing costs by up to 40%, Versapay’s custom-built solution for Microsoft Dynamics products also:

• Accelerates cash flow
• Improves customer experiences
• Empowers collaboration

Why Your Business NEEDS Advance Document Management With Your Dynamics ERP

Presenter: Dan Drvaric | Location: Las Palmas B

Do you have:

• A solid accounting process – know what’s coming in, going out, and how much it costs to do business.
• The ability to automatically send documents/associated data to customers, vendors, and partners?
• Detailed records with an audit trail that is secured and accessible anytime?

DocLink’s integrated document management solution extends the capabilities of your Dynamics ERP to automate any document-intensive process in any department across your enterprise, including:

• Accounts Payable – automated hands-free 3-way matching, faster approvals
• Contract Management – version control, electronic signatures
• Sales Orders Quote to Cash – capture, documentation delivery

We’ll provide real-world examples of customers who have benefited by pairing the two solutions.

Power Up: Exploring the Power Platform

Presenter: Gino Pack | Location: El Teatro

If your organization is curious about what the power platform is, and how it can be applied to your business, this session is for you. In this session we will: 

•    Explore each of the power platform products, and what their primary business function is. 
•    Provide examples of how each of these products can apply to a real-world scenario. 

The Power Platform products we will be covering in this session include: 

•    Power BI for business analytics 
•    Power Apps for low code business applications 
•    Power Pages for website development 
•    Power Automate for low code automation 
•    Power Virtual Agents for intelligent chat bots 

Please join me for this amazing overview of the Power Platform.  

Getting the Most Out of Your Modifications from Issue to Implementation

Presenters: Kevin Fons & Bryce Menadue | Location: La Valencia A

We have a lot of experience implementing Business Central modifications for manufacturers and warehouse companies and, over time, have developed a tried and true method to ensure success. In this session, we will walk you through our processes step-by-step, so you can enjoy the same success when implementing your own modifications.

In this session, we will show you how to report, issue, and process a design collaboratively to achieve the best results possible for your business. 

End-to-End Business Central Apps for Distribution & Manufacturing

Presenter: Mark Hamblin | Location: Grande Ballroom A

This is one session you will want to attend if you are using Business Central to manage your manufacturing or distribution operations.

Whether you're new to the apps Insight Works offers or maybe you have already integrated an app or two, join us to learn how you can streamline your manufacturing process and warehouse operations. We'll talk about integrating mobile devices into the warehouse setting, managing end-to-end shipping processes, creating better production schedules, eliminating manual time entry on the shop floor, capturing operational data, free apps that pack a lot of punch, and more.

Lightning-Fast Reporting and Analytics for Business Central

Presenter: Anthony Bonaduce | Location: Grande Ballroom B

In this session, we will showcase the first (and only) reporting, analytics, and data management solution that was born in the cloud and built specifically for Microsoft Business Central. Cosmos provides users with a platform for immediate, secure data access, saving you time and allowing you to make data-driven decisions from anywhere, anytime, on any device. With Cosmos, reports are easy to create, lightning fast, and the burden of on-premise system upkeep is non-existent. Whether you’re looking for core financials, operational reports, robust dashboards in Microsoft Power BI, or all of the above - Cosmos has you covered.

eCommerce and Product Information Management Trends: Increase Revenue, Reduce Costs, and Accelerate Omnichannel Selling

Presenters: Ryan Meade & Anne Marie Villahermosa | Location: Las Palmas A

Whether you’re selling to customers or through distributors, online ordering, self-service portals, and Product Information Management systems can increase top-line revenue and bottom-line profitability. Review industry trends to see if your digital strategy meets customer expectations or if you’re getting outpaced by the competition.

Learn how the Dynamicweb all-in-one eCommerce suite empowers customers and accelerates your digital strategies with one platform for eCommerce, Self-Service Portals, Content Management, Product Information Management (PIM), and Digital Marketing.

• Trusted partner for Innovia Consulting
• Microsoft-preferred eCommerce and portal provider
• Specializing in complex B2B process requirements
• Centralizing and distributing enriched product information across sales channels
  
  

Put Your AR Collections on Autopilot With iSolutions

Presenter: Ryan McBee | Location: Las Palmas B

Accounts Receivable (AR) is key to the survival of any business. You need to get paid consistently to keep your doors open. Learn how iSolutions for BC can help you streamlined Accounts Receivable.

Using Data Exchange Definitions to Import or Export Data

Presenter: Breon Jennings | Location: El Teatro

Join us for a deep-dive discussion into how Business Central works with your company’s banking files. Users will be taught how they can correctly format most of their banking files -- from the payment files that need to be sent to the bank to the reconciliation files that will be imported back into the system. 

Improve Your Customer Journey and Sell More With the CRM Already in Your BC Solution.

Presenter: Marlene Mankin | Location: La Valencia A

Are you looking for better insights into your customers? Do you want to make sure they are receiving the right message at the right time? If so, you need a Customer Relationship Management (CRM) System.

There are many very expensive CRM solutions on the market, but did you know there is already one built into your Business Central solution? Join me as I dive into the Business Central CRM, and show you how you can increase customer retention, shorten your sales cycle, sell more, and improve your marketing with your CRM.

In this session, I will be covering:

• Contacts – Additional marketing fields
• Quotes / Opportunities
• Interactions
• Sales Cycles: Stages/Activities/Tasks
• Segments / Mailings
• Campaigns
• Outlook Connector
  

Eliminate Paper and 90% of Your Manual Work, All Within Business Central

Presenters: Chris de Visser & Mark Rhodes | Location: Grande Ballroom A

If you’re ready to spend your time on what matters to you and your team, then it’s about time to take a look at Continia. We’ll show you how easy it is to capture invoices automatically and expedite approvals. You’ll see how your expense reporting can be almost fun while enhancing your controls. The best part? You never have to leave your BC / NAV system. There are no separate integrations to worry about or separate systems to learn, and everything you need is at your fingertips. You’ll also hear from a fellow Innovia customer about the improvements they’ve realized since adding Continia to their BC / NAV environment.

It’s about time – to truly do away with paper and eliminate 90% of your manual work.

Managing Inventory in an Upside-Down World

Presenter: Erik Beissel | Location: Grande Ballroom B

From no stock to overstock to whatever comes next. How well your demand planning and replenishment system can dynamically adjust to the unexpected has never been more critical!

Learn how Lanham’s Demand Planning solution can help you take control of your inventory in these crazy times. We’ll show you how the system’s built-in “dynamic controls” enable continuous replenishment and visibility and discuss some actions you can take to help optimize your inventory today.

Topics include:

• Avoiding stockouts
• Managing long lead times
• Efficiently handling seasonal and sporadic items
• Leveraging hub-and-spoke inventories
• Collaborating better with customers and vendors
  
  

Understanding Exemption Certificate Management

Presenter: Larry Sheetz | Location: Las Palmas A

When it comes to managing and submitting exemption certificates, there’s a lot of room for error. Not only do you have to know when exemption certificates can and can’t be used, but you’ll need systems in place to collect and file them. Making sure customers are presenting the correct documentation and employees are collecting and validating them properly is also important.

We walk you through the common pitfalls of exemption certificate management, how to avoid them, and how Avalara Exemption Certificate Management can help support your business’s certificate management process.

In this session, we will cover:

• Why exemption certificate management is so complicated
• When and how to use certain exemption certificates
• How the Streamlined Sales Tax program might be able to help
• The benefits of using Avalara Exemption Certificate Management Pro
• How ECM Pro works with Avalara AvaTax
  

Empower Your Business with D365 Integrations: eCommerce, ePay, ePortal, and eMarketplace Solutions

Presenter: Naveen Pinnama Reddy | Location: Las Palmas B

Empower your business with a unified platform! Learn about our variety of solutions that integrate seamlessly with Microsoft Dynamics 365.

eShop - B2B Commerce, B2C Commerce, Mobile/POS

ePay - Dynamics ePay, Payment Portal, eShop Pay

ePortal - Customer Portal, Sales Portal, Supplier/ Vendor Portal, Service Portal

eMarketplace - Shopify Commerce, eBay, Amazon, BigCommerce, Magento

With hundreds of success stories, you'll walk away feeling confident in integrating these out-of-the-box solutions into your business.

Fun With Fixed Assets in Business Central

Presenter: Andrea Riviezzo | Location: El Teatro

Are you tired of managing your Fixed Assets in an Excel file with hundreds of tabs? How do you find anything?

In this session, I will help you get your head out of Excel and start using Business Central to its full potential for Fixed Assets from an accounting perspective. Whether you are setting up Fixed Assets for the first time or need brushing up, this session is for you.

Fixed Assets in Business Central offers better asset tracking and reporting, saving you time and headaches. In this session, I will explain how to:

• Set up existing Fixed Assets in Business Central
• Import tables
• Acquire an asset
• Dispose of an asset
• Run depreciation
• And my secret month-end tips and tricks
  

Taking the Headache Out of Commissions Calculation in BC

Presenters: Claude Rustrom & Thomas White | Location: La Valencia A

Out of the box, Commissions in Business Central can be tricky to calculate. Join us for a discussion of our real-world experience in how customers have leveraged ISVs to help simplify the calculation, allocation, and settlement of sales commissions directly in BC. With these tools, establish the necessary control mechanisms to measure your results in real-time. You will learn how to set-up teams and role-based commission management. Run Commissions forecast reports, process settlements, handle split commissions and direct commission rates, assign goals and objectives. Assess penalties on unpaid invoices. Handle multiple salespeople in a single sales document.

Let us help you how to take the headache out of commission management!

Find Out Why Cavallo is the Best Order Management Platform for BC

Presenter: Matt Abbott & Jeff Houtz | Location: Grande Ballroom A

With Cavallo, you will accelerate order flow, expand gross margin, and improve customer service.

Our powerful, no-code workflow engine and intuitive user experience combine to provide dramatic operational improvements and financial gains for distributors and manufacturers alike. We support all channels, from B2B to B2C, online to offline, and EDI.

Cavallo products work seamlessly with BC and are easy to adopt, so you’ll quickly enjoy the benefits and see an immediate return on your investment.

Join our session to learn how Cavallo can be a force multiplier for your business!

Completing the Customer Journey: Security & Control Within Business Central

Presenters: Arno Mouwen & Rik Harmsen | Location: Grande Ballroom B

How do you ensure that the authorizations for users within Business Central match the organizational tasks and authorizations of the employees? This is a big challenge within many implementations, usually resulting in all users ending up with SUPER permissions.

From 2-Control, we, as IT auditors, have a lot of experience with authorizations within Business Central.

In this session, we will walk you through the latest developments regarding authorizations and security within Business Central and give you guidelines on ensuring you are "in control" after an implementation.

Why You Cannot Neglect Integrated E-Commerce as a B2B Partner

Presenter: Mike Brenneman | Location: Las Palmas A

E-commerce is the number one sales channel in the B2B space today. It’s not a nice-to-have anymore it’s a must-have.

With the success of B2B businesses riding on their e-commerce channel, it’s critical that businesses choose the right solution for them. ERP-integrated e-commerce delivers numerous benefits like real-time product pricing/inventory levels, streamlined order processes, and easy-to-build content for a personalized experience. How? By turning your ERP into your single source of truth, thus eliminating data siloes and reducing order errors, to name a few – that’s integrated e-commerce!

Not every e-commerce solution that bills itself as “integrated” is fully/truly integrated with your ERP. Some merely interface, while others require third-party connectors. Identifying the level of integration that B2B companies need to make their e-commerce channel run smoothly is a crucial task. Join us to learn how direct ERP-integration, not merely interfaced integration, can transform your e-commerce channel into an engine for sales and growth.

Adding the Right AP Automation Solution is As Easy As 1-2-3

Presenters: Tiffany Allen & Michael Sortino | Location: Las Palmas B

Attend this interactive session on how Accounts Payable (AP) automation adds value and efficiency to your invoicing process and how to get started with the right features and fastest time to solution.

• See a demo of AP automation with AI OCR for non-P.O. and P.O. invoices, line-item matching, and rapid invoice processing for any invoice volume
• How cloud invoice automation is affordable for all and scales with your business needs
• Getting started with a simple connection to BC and in-product help in less than a few hours

We’ll show you how to start processing invoices – in three simple steps!

Managing the People Side of a D365BC Implementation

Presenter: Robin Finnell | Location: El Teatro

Implementing D365 Business Central can be a daunting project, and leading the people side of change during that implementation can be especially challenging. Implementation requires many changes, and those changes have impacts and effects on your employees and processes.

In order to minimize these impacts, reduce negative outcomes, and encourage positive results, a structured approach to change management should be integrated with the project plan.

In this presentation, we will walk through what change management is and how change management can be used to increase success during the implementation of D365 Business Central.

Assembly BOM Setup for Warehousing

Presenter: Patrick Manley| Location: La Valencia A  

Are you or your team struggling to set up Assembly Orders or Bill of Materials (BOMs) to properly track and sell your product in your Business Central / NAV system? This is a problem I see frequently. Let me walk you through two of the most common ways I set up BOMs in BC/NAV.

In this session, I will walk you through the two main setups I see. One where products or finished goods are combined with a container and a label to be tracked and sold as a 6, 10, or 12-pack unit. And a setup where the products or finished goods are combined with a container with a label but are tracked and sold separately.

Join me as I go through these setups in depth to remove the guesswork, clear up your tracking, manage costs, and improve your processes.

Connect and Integrate Your Business Central Environment With Anything

Presenters: Alicia Bement & Chris Hanson | Location: Grande Ballroom A

In this session, we’ll discuss integration, virtual integration (display data from one system inside another), migration of historical data (embedding and displaying legacy data within BC), reporting across multiple applications, building custom lists without code, and much more.

The eOne suite of tools allows your systems to fully talk to each other and build a complete solution around your Business Central environment.

Pivot Your Supply Chain Planning To Predict the Unpredictable

Presenters: Don Martin & Warren Owen | Location: Grande Ballroom B

Volatile supply and unpredictable demand add unique challenges to optimizing and planning the right inventory required to meet demand. Being able to predict future scenarios and outcomes around supply and demand is the crystal ball that all companies seek.

Join the Netstock session to discover how businesses can increase inventory visibility and boost profitability by addressing excess inventory, stock-outs, or both. We will demonstrate our new module that enables companies to predict the unpredictable and outmaneuver their competition.

Session attendees will stand a chance to win an Amazon gift card to the value of $200.

Simplify Your Sales Channel With a Managed EDI Service

Presenter: Jeffrey Franklin | Location: Las Palmas A

If your company works with retailers, big box stores, marketplaces or storefronts then make sure to attend this session.

TrueCommerce will explain how you can consolidate all of those channels through one integration to your ERP. We will review what we are seeing in the market and how we are helping companies like yours to manage orders and sustain growth.

Does your business lack synergy with BC, eCommerce, and Customer Portals?

Presenters: Jay Newman | Location: Las Palmas B

Gone are the days of eCommerce and customer portal projects being time-consuming, expensive, and requiring specialized resources.
Join our session to learn how our trusted eCommerce solution solves these common problems so you can prioritize your customer's needs.

In this session, we’ll showcase:

1.    How eCommerce and Gen Z are transforming the B2B buying experience
2.    A review of commercebuild’s affordable and fully integrated eCommerce and Customer Portal solution
3.    Why eCommerce is important for your business and what industries need it
4.    The many benefits eCommerce will bring your business
5.    The ROI of an eCommerce project
6.    Why 400+ customers trust commercebuild and why you will too

Don’t miss this opportunity to extend your business to meet your customers' needs. commercebuild is the missing piece that enables companies of all sizes to compete globally with other online retail giants. Are you ready for your eCommerce transformation?