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InnoviaCon 2024 Agenda

*Schedule subject to change

Register for InnoviaCon 2024

Thursday, May 16

Registration Opens | 12 pm

Networking & Snacks | 1:30-2 pm (Sponsored by commercebuild)

Keynote | 2-3 pm

Making Practical Sense of AI in Your Business

Presenters: Tony Darden, Craig Sroda

Moderator: Tom Doran

Location: Rocky Mountain Grand Ballroom


In today’s rapidly evolving business landscape, artificial intelligence (AI) is no longer a futuristic concept—it’s a strategic imperative. But how can you harness the power of AI to drive real-world impact? In this engaging keynote, we demystify AI, making it accessible and actionable for business leaders, entrepreneurs, and decision-makers.

Innovia Breakout Sessions | 3:10 - 4 pm

Innovia Newsletter blog

Project Success is Up to You: How You Can Take Yours to the Next Level

Presenters: Andrea Hall & Andrea Ryerson | Location: Evergreen Ballroom A | Leadership


Project success in technology is a dicey proposition. The numbers speak for themselves: 75% of ERP and CRM projects and 90% of data analytics projects fail. Projects across all industries experience setbacks, ranging from budget overruns to missed deadlines. In this session, you’ll learn the secrets of project success and what you can do to help make the difference.


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Dive In! An Overview of the Latest Release of Business Central

Presenters: Holly Kutil, Jeff Pergolski, Eduardo Diaz | Location: Evergreen Ballroom C | Microsoft Tools

With two major releases each year and a minor release every month, Business Central is always expanding and improving. In this session, you’ll get an overview of the latest release of BC, from both the financials and the operations sides.


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Business Central Developer Deep Dive Roundtable

Presenters: Bryce Menadue & Rick Kalal | Location: Evergreen Ballroom D | Admin & Best Practices

Attention, developers:  Looking for an opportunity to share ideas, trade insights, and ask questions of your colleagues? Then join the Innovia Consulting development team for a roundtable discussion, where we’ll open up the floor to any Business Central development topic. You’ll walk away with ideas, tips, tricks, insights, and more—straight from others that dive deep into BC.

Sponsor Breakout Sessions | 4:10 - 4:40 pm

iSolutions 16.9

AR Reimagined - How the iSolutions Toolbox is Changing the Payment Game

Company: iSolutions | Presenter: Ryan McBee | Location: Evergreen A

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

Reimagine your understanding of the accounts receivable process. In this session, we delve into the iSolutions Toolbox to explore how features like automatic invoice delivery, embedded payment links, and an intuitive customer portal can streamline your invoice-to-cash cycle. You'll learn innovative strategies to enhance efficiency, including eliminating double entry, proactive collection management tools, and advanced prepayment options for sales orders to accelerate your payment processes and boost your financial performance.


Lanham 16.9

Future-proof Your Supply Chain with Lanham

Company: Lanham Associates | Presenter: Charlotte Kinney | Location: Evergreen B

Today’s customers have high expectations for accurate, immediate shipments, and the efficiency and visibility of your internal processes are vital to meeting these expectations. Explore how Lanham’s approach to the digital transformation of your supply chain will keep you competitive. From demand planning to considering on-the-water stock to optimizing shipping, warehousing, and EDI, Lanham provides comprehensive supply chain solutions to optimize your operations. Learn how the solutions are designed to work together so that you can start anywhere and add complementary apps as your business needs grow.


Commercebuild blog

Revolutionary B2B eCommerce Trends That Will Shape the Future | 2024 & Beyond

Company: commercebuild | Presenters: Jay Newman & Daniel Saunders | Location: Evergreen C

In the dynamic realm B2B/B2C commerce, the landscape is continually shaped by innovation, adaptation, and technological advancements. Join this enlightening session to learn the trends shaping the eCommerce space for manufacturing, distribution, and F&B businesses that are using Business Central. In the session we'll cover the following: 

  • The importance of automating and digitizing processes to optimize business operations and save money 
  • The rise of integrating online and offline customer experiences to create happy customers 
  • Strategies for leveraging advanced technologies to enhance operational efficiency and customer satisfaction 
  • How an eCommerce solution can increase revenue with an eCommerce webstore, Customer Portal, and Sales Portal


Avalara 16.9

Tax Dynamics 2024: Navigating Compliance Automation and Key Changes

Company: Avalara | Presenter: Larry Sheetz | Location: Evergreen D

Join us for an Avalara session on tax compliance automation benefits and 2024's notable tax changes. Explore how shifts like inflation, talent shortages, impact tax policies. Topics include global digital tax compliance trends, changes in economic nexus thresholds, U.S. states refining tax laws, the rise of retail delivery fees, and their transformative impact on tax compliance. Bring your questions for the Q&A session at the end.


Primo Payday 16.9

Payroll for Business Central - What’s New?

Company: Primo Payday | Presenters: Whit Lester & Drew Winborn | Location: Conifer

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

Innovia Breakout Sessions | 4:50 - 5:40 pm

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People? People. People! Change Management for Project Success

Presenters: Jenny Hollingsworth & Mary Malone | Location: Evergreen Ballroom A | Leadership

In the dynamic landscape of project management, change is not only constant but often met with resistance. Effective leaders recognize that mastering change management can differentiate between achieving optimal versus sub-optimal results. Join us for an engaging session where we unpack the essence of change management and illuminate its pivotal role in driving project success. Attendees will depart from this session equipped with not just theoretical knowledge, but tangible tools and insights they can immediately apply within their organizations. By mastering the art of change management, leaders can unlock the full potential of their teams, driving innovation, growth, and success in their organization.


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Financial Reporting in Business Central: A Deeper Dive

Presenter: Breon Jennings | Location: Evergreen Ballroom B | Finance

Think you know everything you need about financial reporting in Business Central? Think again. In this session, you’ll see features and learn tips that will help you take your reports to the next level.


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How Service Management in Business Central can Enhance Your Business Processes

Presenter: Mitzi Ridley | Location: Grande Ballroom C | Operations

The Service Management module is a complete set of functionalities to streamline service-related operations within your company. This can include sales, finance, and human resources. In this session we will delve into the makeup of what the Service Module offers and the options of how simple or complex the module may be used. 


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Power Automate Flows in Microsoft Business Central: Enhancing Efficiency and Productivity

Presenters: Galen Norman & Ramin Marghi | Location: Grande Ballroom D | Microsoft Tools

Join us for an insightful introduction to the benefits of utilizing Power Automate Flows within Microsoft Business Central. In this presentation, we'll explore how Power Automate Flows can revolutionize your business operations by automating repetitive tasks and streamlining workflows. Whether you're new to Business Central or looking to optimize your existing processes, you'll learn how Power Automate Flows enable seamless integration with Business Central, allowing for automated data entry, streamlined approval processes, and proactive notifications. Discover how leveraging Power Automate Flows can enhance efficiency, reduce manual errors, and empower your team to focus on strategic initiatives, ultimately driving greater productivity and business success.


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Mapping the Cookie Crumbs: A Hands-On Approach to Process Mapping

Presenters: Krystle Conrad & Jordan Knapp | Location: Conifer | Admin & Best Practices

Get your hands sticky (and your mind sharp) as we map out the journey of making chocolate chip cookies. Learn practical techniques for process mapping while indulging in some tasty examples. 

Sponsor Breakout Sessions | 5:50 - 6:20 pm

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Optimize Inventory Health with Microsoft Dynamics & Netstock

Company: Netstock | Presenter: Vaughan Proctor | Location: Evergreen A

Unhealthy inventory levels can disrupt your business, impacting operations and profits. The solution? Netstock – the essential boost for sustained peak inventory performance. With healthy inventory levels today and in the future, you'll satisfy your customers and supercharge your bottom line! 

Netstock's inventory specialist, Vaughan Proctor, will discuss how your business can remain agile and quickly adapt to supply and demand trends. With Microsoft Dynamics, you can place accurate orders, prevent stock-outs, and minimize excess inventory. 

Are you interested in assessing the health of your inventory? Please take our short quiz, - Inventory Health Quiz | Netstock, and bring the results to our booth for a complimentary consultation with one of our inventory specialists. 


Avidxchange 16.9

Revolutionizing Growth: Unleashing Potential Through Accounts Payable Automation

Company: avidxchange | Presenter: Chandler Watts | Location: Evergreen B

Chances are, you've welcomed various financial technologies into your routine, whether through banking apps, digital wallets, or setting up automatic bill payments. 
Yet, why do specific organizations still rely on paper checks? Investments in financial technology, like accounts payable (AP) automation, improve worker experiences, process efficiency, and financial performance. However, some organizations aren't ready to commit because they don't see all the direct and indirect benefits. 

During this session, we will discuss the value of AP automation for Microsoft Dynamics.


2 Control Blog

Security & Control within Business Central

Company: 2-Control | Presenters: Arno Mouwen & Floor Bijsterbosch | Location: Evergreen C

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, resulting in the fact that all users usually use SUPER permissions. 

From 2-Control, we, as IT auditors, have much 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.


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How to Manage Multiple eCommerce Platforms within Business Central

Company: Suite Engine | Presenters: Stacy Dose & Steve Reynolds | Location: Evergreen D

In this session, we’ll show you how Suite Engine’s Channel Sales Manager (CSM) works as a platform-agnostic and complete eCommerce management integration. 

CSM includes many out-of-the-box integrations to today’s most popular eCommerce platforms, including Amazon, Shopify, Magento/Adobe, WooCommerce, and BigCommerce. Its power lies in its underlying structure, which allows you to extend existing integrations and build new ones to other eCommerce platforms or any other external systems.

We will also show you Channel Payments Manager (CPM) for payment capture in Business Central. CPM will also allow you to send payment links to customers, all while keeping you PCI compliant.


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Get Time Back with Next-Generation AP Automation and Smart Expense Management

Company: Zetadocs | Presenters: Sandra Cummins & Kalynn Johnson | Location: Conifer

Discover Zetadocs’ AP automation and expense management solutions: the fastest time to value add-ons for Business Central. 

Come and see how Zetadocs AP Automation accelerates your invoice processing with next-generation document capture, automated order matching, and simpler invoice approval. No vendor templates are required to be set up, so you can get started within hours, not days. 

Reduce the frustration of expense management with Zetadocs Expenses. Experience smart expense capture for quick and convenient expense submission, tighter control over spending for finance teams and seamless integration with Business Central. Expense management is a breeze with Zetadocs Expenses!

Welcome Reception | 6:30-8:30 pm (Sponsored by iSolutions)


Friday, May 17

Breakfast  | 7-8 am (Sponsored by Lanham Associates)

Innovia Breakout Sessions | 8 - 8:50 am

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Upgrading to SaaS: Why It’s a “Must”

Presenters: Thomas White & Rick Kalal | Location: Evergreen Ballroom A | Leadership

An outdated ERP is like trying to find something on an outdated map. In this session, we’ll discuss the compelling reasons why upgrading your ERP system is no longer a luxury; it’s a strategic imperative. You’ll see how modern ERP solutions in the cloud empower you to uncover and take advantage of new opportunities, streamline operations, ensure database security, and future-proof your business—more cost-effectively than with an on-prem system. Standing still is no longer an option! 


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Boost Your Bank Reconciliation Efficiency in Business Central with Microsoft Copilot

Presenters: Breon Jennings & Larry Latourneau | Location: Evergreen Ballroom A | Leadership

In this session, you’ll explore how Copilot, the intelligent assistant integrated into Business Central, revolutionizes the bank reconciliation process through automated matching, smart, AI-powered G/L account suggestions, and more. You’ll see how it can help you achieve faster, more accurate reconciliations, reduce manual effort, and gain valuable insights into your financial data.


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Big Additions and Changes to Business Central Warehouse Flexibility

Presenters: Kevin Fons & Eduardo Diaz | Location: Evergreen Ballroom C | Operations

If you haven’t taken a close look at the warehouse functionality in Business Central, it’s time! In the past two years, new features and functions have been added that make warehousing more flexible and configurable than ever.  In this session, we’ll explore those features, including more granular configurations without requiring direct pick and put away, and so much more!  You will leave this session with the knowledge you need to start using them in your warehouse right away.


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Transforming Work with Microsoft Copilot in Dynamics 365 Business Central

Presenter: Trish Boccuti | Location: Evergreen Ballroom D | Microsoft Tools

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.


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Exploring Security and Permissions in Business Central

Presenters: Galen Norman & Don Dyck | Location: Conifer | Admin & Best Practices

Safeguarding your data and controlling user access has never been more critical than it is today. Join us for an educational session that will unravel the intricacies of security and permissions within Business Central. We’ll break down the structure and function of permissions and permission sets in Business Central, demonstrate newly released user-based security, explore the benefits of role-specific permissions, and more. You’ll walk away more confident in your knowledge and abilities to improve security for your own business.

Sponsor Breakout Sessions | 9 - 9:30 am

Continia 16.9

Innovate or Fail – Why Finance Leaders Must Act Now

Company: Continia | Presenters: Mark Rhodes & Chris de Visser | Location: Evergreen A

Perhaps the last bastion of consistency in the organization, the finance function is suddenly beset with unprecedented opportunities for innovation and a chance to lead the organization forward. Why, how, and what is the urgency? Let’s discuss the pressures facing finance leaders and the opportunities for applying technology to drive innovation.


Insight Works 16.9

Maximize Your Business Central Experience with Free Apps

Company: Insight Works | Presenter: Mark Hamblin | Location: Evergreen B

Join this session to learn how Insight Works' free apps can amplify your Microsoft Dynamics 365 Business Central experience. Enhance functionality, boost productivity, and add value without added costs. Dive into efficient document management, streamlined shipping, optimized inventory through Warehouse Management Systems, accurate data with barcode tools, graphical scheduling for resource planning, and the efficiency of cloud-based printing. Don't miss out on these transformative insights.


Cosmos 2024

The Future of Reporting, Analytics, and Data Management for Business Central

Company: Cosmos | Presenter: Anthony Bonaduce | Location: Evergreen C

Welcome to Cosmos - The first and only reporting, analytics, and data management solution that was born in the cloud and built specifically for Microsoft Business Central. With Cosmos, reports are easy to create, lightning fast, and the burden of on-premise system upkeep is non-existent. In fact, our reports are 48x faster than other Excel based reporting solutions! 

We will show you:

• How to build and refresh reports in Cosmos
• How to leverage your Cosmos data in Excel AND Microsoft Power BI 
• How to remove the complexities associated with reporting for Microsoft Business Central


Barcom 16.9

Hardware Solutions for Warehouse Automation - Strategies for 2024 and Beyond

Company: Barcom | Presenter: David Deardorff | Location: Evergreen D

In this session, we unlock the doors to the future of warehousing. Discover hardware strategies that streamline workflows for your team and enhance the overall customer experience. From the latest in rugged mobile solutions for inventory management to advanced picking, packing, and track-and-trace technologies, we'll uncover the tools that hold the key to transforming your warehouse into a future-ready powerhouse.



Empowering Customers: The Crucial Role of eCommerce and Self-Service Portals

Company: DynamicWeb | Presenters: Ryan Meade & Anne Marie Villahermosa | Location: Conifer

In today's fast-paced digital landscape, how customers interact with businesses has radically transformed. The rise of eCommerce and self-service portals has revolutionized the customer experience, granting them unprecedented control and convenience in their interactions. 

Learn to capitalize on this trend by integrating the DynamicWeb eCommerce and Self-Service Portal with Microsoft Dynamics 365. The DynamicWeb all-in-one eCommerce suite empowers customers and accelerates digital strategies with one platform for eCommerce, Self-Service Portals, Content Management, and Product Information Management (PIM). 

• 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

Innovia Breakout Sessions | 9:40 - 10:30 am

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Microsoft ERP Done Right: Proper Implementation and Project Governance

Presenters: Claude Rustom & Deanna Gray Minick | Location: Evergreen Ballroom A | Leadership

You’ve selected or are in the process of selecting a new ERP solution. But the software is only as good as how it’s implemented. In this session, you’ll be introduced to Microsoft’s ERP Implementation Methodology and learn best practices around project governance. From Planning through Post-Go Live and Support, we’ll discuss each phase and its significance. You’ll come away with confidence that your implementation will be done right!  

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Streamline Your 1099 Reporting with Business Central's Latest Features

Presenters: Jim Augenstein & Traci Bregitzer | Location: Evergreen Ballroom B | Finance

Business Central has introduced a new 1099 functionality in version 24.0, enhancing transparency, integration, and automation for handling IRS 1099 forms. This feature is set to become automatic with version 27.0, but users are encouraged to adopt it now for a smoother transition.

Join us for this session to walk through what’s new in 1099s and how to turn it on in feature management. 

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Empower Your Projects with Business Central: Unleashing the Power of Jobs

Presenters: Mitzi Ridley & Natalie Potvin | Location: Evergreen Ballroom C | Operations

Every project manager knows that orchestrating resources efficiently is the cornerstone of success. Join us in this enlightening session as we’ll delve into managing projects using jobs within Business Central. We’ll explore how jobs serve as a conduit for scheduling company resources and tracking project costs, how to set up a well-structured job, handling fixed prices, copying jobs to streamline data entry and ensure accuracy, and more.

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Take Productivity and Collaboration to the Next Level with Microsoft Teams 

Presenter: Andrea Hall | Location: Evergreen Ballroom D | Microsoft Tools

Want more time in your week? Want to drive actions, decisions, and results faster? Of course, you do! In this session, we’ll dig deeper into Teams, highlighting essential features and functions that make it the ultimate productivity and collaboration tool. We’ll ensure you’re up to speed on the basics. Then, we’ll show how you can use these features in concert for an organization, a team, and a project. You’ll have every detail at your fingertips and be in the know at every stage of work.

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Designing for Success: Role-Based Screens in Business Central

Presenters: Holly Kutil & Lakesh Pillay| Location: Confier | Admin & Best Practices

In this session, we’ll delve into the art of crafting role-based screens within Business Central. Whether you’re an end-user, a developer, or a business analyst, understanding how to tailor screens to specific roles and departments is crucial for efficiency and productivity. We’ll cover practical strategies, best practices, and hands-on examples to empower you in creating personalized interfaces that enhance user experience.

Sponsor Breakout Sessions | 10:40 - 11:10 am

Dynamics eShop 16.9

All-in-one eCommerce, Payments, Web Portals and Connector Solution for Dynamics 365 Business Central

Company: Dynamics eShop | Presenter: Naveen Pinnema Reddy | Location: Evergreen A

Get an overview of DeS’s all-in-one eCommerce solutions for both B2B and B2C. We will also discuss our fully integrated ePortal, including all necessary tools such as Customer, Vendor, Sales, and Service portals. 

Learn about eMarketplace Connector: By extending your ERP sumptuous functionalities, your website will be populated with all the data and business logic you need to provide customers with a personalized shopping experience with top eCommerce stores such as Shopify, BigCommerce, Magento, Amazon, and eBay. 

Finally, ePay includes a fully integrated credit card and ACH payment processing solution for Business Central, Payment portal, Email Payments, eCommerce payments, and Collection modules.



EazyStock 69 2024 sponsor

Digitization and resiliency: supply chain management for the modern world

Company: Eazystock | Presenter: Tony Vitello | Location: Evergreen B

Supply chain disruptions keep coming; mitigate disruption risk and get the inventory you need to fulfill your orders by digitizing your supply chain and inventory management processes. With advanced, data-driven inventory optimization software, you can build resiliency into your supply chain. With inventory optimization, you leave behind manual forecasting using spreadsheets, surprise inventory stock-outs, and wasted capital on excess inventory. 

Instead, you’ll manage by exception with automated order proposals, proactively manage your critical items, collaborate closely with vendors and customers to forestall disruptions, and have what you need on your shelves when needed.

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How to use AI to drive intelligent user adoption across Dynamics 365, Power Platform, and beyond

Company: ClickLearn | Presenters: Fadi Kanaan & Christine Eltz | Location: Evergreen C

The ClickLearn User Experience Panel, or UXP, is the new inside application experience for driving efficient and motivating just-in-time learning for your end-users. 

We will cover the following areas:

•    Experience the UXP 
•    Opening ClickLearn to the world using dynamic assets to utilize existing sources of information in your business. 
•    Setting up an AI chat for onboarding 
•    Engaging your end users with the notification system 
•    Integrating InsideHelp for your User Experience Panel



Beyond Boundaries: Transforming Business Central with Disruptive AP Automation

Company: SimplyAP | Presenters: Tiffany Allen & Brian Cook | Location: Evergreen D

Streamline and optimize your financial processes by implementing cutting-edge automation solutions. Experience improved efficiency reduced manual errors, and faster invoice processing. This transformative technology enhance visibility into your payables, allowing for better decision-making and cost management. Stay ahead of the competition by embracing SimplyAP, the disruptive force in AP Automation for Business Central.



Elevating Production Performance: Unleashing Scheduling Solutions in Business Central

Company: Netronic | Presenter: Paulina Soto | Location: Conifer

Are production delays causing headaches? Not sure how to deal with rush orders in the schedule? Want to learn how to provide reliable delivery times? Join our exclusive session to discover how the Visual Advanced Production Scheduler (VAPS) can be the transformative solution you've been searching for. Geared towards BC manufacturing users, this session addresses the top challenges production planners face and introduces the five key ways VAPS can empower your production performance.

Innovia Breakout Sessions | 11:20 - 12:10 pm

Innovia Newsletter blog

Learning to See Waste in a Transactional World

Presenter: Colleen Fons | Location: Evergreen Ballroom A | Leadership

One of the keys to continuous improvement is learning to see the waste in your processes and truly understanding what adds value to your products or services. Most of what we do is waste, yet we just don’t know how to see it. In this session, we will walk through the “8 Deadly Sins of Waste” and how those relate to a transactional environment so that you can more clearly see the waste in your own processes as you seek to drive continuous improvement in your organizations. After you leave this presentation, you’ll look at your processes through a completely different lens.  


Innovia Newsletter blog

Streamline Cross-Environment Consolidation in Business Central

Presenters: Thomas White & Claude Rustom | Location: Evergreen Ballroom B | Finance

In this session, you’ll delve into Cross-Environment Consolidation, a powerful feature in Business Central. You’ll learn how its Multi-entity Management functionality can help you seamlessly consolidate financial data across companies operating in different Business Central environments by replicating data between them in a single environment, enabling efficient consolidation of financial data. Whether your organization spans multiple business units, legal entities, or subsidiaries reporting to parent organizations, this session will provide practical tips and insights that will unlock the full potential of this feature. 


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Manufacturing vs. Assembly: Choosing the Right Path in Business Central

Presenter: Vasudha Solanki | Location: Evergreen Ballroom C | Operations

In production and scheduling, understanding the nuances and differences between manufacturing and assembly is crucial. In this session, we’ll dissect the functionality of these two modules in Business Central. First, we’ll discuss Assembly, where we’ll dig into dynamic configuration making real-time adjustments directly from sales orders. We’ll then flip the switch to Manufacturing and dig into features like Production BOMs and Orders, MRP, and Capacity Planning. By the end of this session, you’ll better understand the advantages of each so you can make the right decisions for your company.


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Supercharge Your Business Central Month-End with User Tasks and the Power Platform

Presenter: Ramin Marghi | Location: Evergreen Ballroom D | Microsoft Tools

User Tasks in Business Central is a feature that is oft overlooked as a tool for assigning and managing key milestones and tasks for recurring and routine discrete business functions. In this session, we’ll discuss each and how you can use them, coupled with the Power Platform, to assign, gauge, and manage your month-end process. These concepts also extend to other key business functions, such as year-end or external audit.

Lunch & Closing Rally | 12:15 - 1 pm (Sponsored by Continia)

Free Transportation from hotel to airport | 1:30, 2, 2:30 pm