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Monday, September 23
 

7:30am

Registration/Breakfast/Expo
Get your registration pass for the event, grab some breakfast and visit with the sponsors in the expo area!

Monday September 23, 2019 7:30am - 8:30am
Chaudiere BC

8:30am

Keynote General Session How Microsoft is driving Digital Transformation at customers. And, Dynamics 365 is at the center of this Transformation!
Vish Walia will share his experience and insights as a Customer Success Manager on how Microsoft is driving Digital Transformation Initiatives at its customers. Microsoft’s collaborative platform including Dynamics 365, Microsoft 365 and Azure are enabling organizations to better engage with customers, empower their employees, optimize key operations and transform products and services. Microsoft’s investment in Customer Success testifies their commitment to ensure customers achieve desired business outcomes and business value from their Microsoft Solutions.

Speakers
VW

Vish Walia

Customer Success Evangelist, Microsoft Canada


Monday September 23, 2019 8:30am - 9:45am
Chaudiere BC

9:45am

Networking Break/Expo
Monday September 23, 2019 9:45am - 10:00am
Chaudiere Foyer

10:00am

D365UG/AXUG: All About Project Accounting in Dynamics AX/ D365F&O
Join a Project Accounting user expert who has extensive experience with this powerful module at the Royal Canadian Mint, and in previous ventures with civil engineering, construction and mining companies. We start with an overview of project accounting and its AX and D365 integration points, and then look at:
-types of projects, cost classification and tacking (including labour, material, expenses and WIP), project contracts, invoicing and revenue recognition, and project budgeting
-AX project timesheets and clock/ time and attendance/ manufacturing execution sub-systems integration
-Project resources planning and scheduling, skills, and resource availability
-The Microsoft R&D future roadmap around AX Project accounting functionality, including unification of the project types, Invoice profiles etc.

Speakers
avatar for Alex Artyshchuk

Alex Artyshchuk

Senior Systems Analyst, Royal Canadian Mint
Dynamics AX/ 365 F&O Techno-Functional Consultant with more than 15 years of experience (starting from Concord XAL, AXAPTA 2.5 - Dynamics AX 2012R3 and D365 F&O).



Monday September 23, 2019 10:00am - 11:00am
Beau Rivage A

10:00am

D365UG/AXUG: Seamlessly connect Dynamics Field Service and Dynamics 365 for Finance and Operations
Field service is no longer just about mitigating problems, but an opportunity to create a profitable revenue channel by adding service value and building stronger customer relationships. Come learn how to easily setup and manage the integration between Field Service and Microsoft Dynamics 365 for Finance and Operations. This integration enables synchronization of business processes between Finance and Operations and Microsoft Dynamics 365 for Field Service, providing an end-to-end solution to manage your entire business. 


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 September 23, 2019 10:00am - 11:00am
Beau Rivage B

10:00am

D365UG/CRMUG: How to Get the Technology and Marketing Teams Onside with Marketing Automation
Many companies have struggled through the first generation of marketing automation which was essentially email marketing tools. By now, everyone knows that the future of sales is digital. The days of cold calls and door-to-door selling are quickly becoming relics of the past. To succeed in today’s sales environment, you must have a digital presence and web strategy. The divide between sales and marketing needs to end and marketing automation tools give you what you need to break down silos and create true digital value for a business. During this session we will discuss the importance of the buyer journey, the new reality of lead management for a business, where leads leak, and how companies move past email marketing to true marketing automation. Whether you’re a partner assisting a customer, or a CRM customer trying to make marketing automation tools like D365 Marketing work in your business, this session will set the stage for how to move forward with marketing automation.

Speakers
avatar for Rob Triggs

Rob Triggs

VP Sales and Marketing, CRM Dynamics
Rob Triggs is the VP of Sales & Marketing with CRM Dynamics. CRMD is a Microsoft Gold Partner and member of the Microsoft Inner Circle, representing the top 1% of global Microsoft Business Applications partners. Additionally, the company was a recipient of a 2019 Microsoft Impact... Read More →
avatar for Marie Wiese

Marie Wiese

Founder and CEO, Marketing CoPilot
Marie Wiese is a senior marketing executive and founder of Marketing CoPilot, an award winning digital marketing agency that has helped hundreds of companies turn their websites into lead generation and sales machines. She is a Growth Advisor at The Spark Center, host of the podcast... Read More →


Monday September 23, 2019 10:00am - 11:00am
Laureat

10:00am

D365UG/CRMUG: Build Embedded Canvas PowerApps to Replace Your Dialogs
Dynamics 365 Dialogs are deprecated, and they also don't work in the new Unified Interface. Task Flows just don't cut and Microsoft Flows lack the interactivity. Embedded Canvas Apps to the rescue! Learn how to build an interactive, user-friendly interface using Canvas Apps that will make your users and clients totally forget about the old style CRM Dialogs.

Speakers
avatar for Nick Doelman

Nick Doelman

Dynamics 365/Power Platform Specialist, ReadyBMS Ltd
Nick Doelman is Microsoft Business Applications MVP and has been working with Dynamics CRM since version 1.0. Nick has been engaged as a subject matter expert in over 100 Microsoft Dynamics CRM/365 projects covering a wide range of industries and sectors. Nick is currently a independent... Read More →



Monday September 23, 2019 10:00am - 11:00am
Rive Gauche

10:00am

Learn about the 3D Adoption Strategy and Other Ways to Drive Better Adoption of your Dynamics 365 Solutions
This session will share strategies and techniques for ensuring successful user adoption whether you are in the planning stages or having current adoption challenges that are impacting your organization’s ability to maximize the benefits from your Dynamics 365 based systems.

Speakers
AB

Ann Barkley

Customer Success Manager, Microsoft Canada


Monday September 23, 2019 10:00am - 11:00am
Frontenac

10:00am

Getting started with Dynamics 365 and Flow
Flow by itself is amazing but how do we bring Flow into Dynamic's 365. What can type of actions can Flow do for us in Dynamics 365 and how can we deploy them from one instance to another. In this session we'll go through Configuring the Flow integration with your Dynamics 365 instance, understanding Data Loss polices to protect your data, deployment considerations, and explore some of the actions that Flow can do.

Speakers
avatar for Todd Mercer

Todd Mercer

Technical Lead, MD Financial Management


Monday September 23, 2019 10:00am - 11:00am
Chaudiere A

11:00am

Networking Break/Expo
Monday September 23, 2019 11:00am - 11:15am
Chaudiere Foyer

11:15am

Active Directory Integration: Automate enterprise security from D365 to O365: Presented by Elevate HR
People are everywhere, and many of them access your network resources. In D365 you have customers in Sales, employees in Talent or F&O, resources in Field Service, vendors in F&O; in AX2012 you have workers, contractors, vendors, customers…the list goes on. Learn how to auto-create accounts, auto-provision licenses, and synchronize all people data – with automated, global security access – across your AD domain, Dynamics 365 suite, AX2012, and O365 applications.

Rule-driven network and application security is an imperative for any enterprise, large or small. elevateAD® for Active Directory Integration tightens enterprise security, keeps data centralized for GDPR, and facilitates SOX compliance

Monday September 23, 2019 11:15am - 12:00pm
Beau Rivage A

11:15am

Automated AP with MetaViewer and Microsoft Dynamics D365FO/AX: Presented by Metafile Information Systems
You have paper problems, and we have the paperless solution. MetaViewer AP Automation/Document Management uses Robotic Process Automation (RPA), including Touchless Invoice Processing, to streamline business processes and take over high-volume, time-consuming tasks. Join our Paperless Automation session to learn how MetaViewer integrates seamlessly with Microsoft Dynamics, and how AP automation functionality eliminates manual data entry, increases ROI, enhances efficiency and dramatically improves visibility to get you out from under your heaping paper problem.


Speakers

Monday September 23, 2019 11:15am - 12:00pm
Rive Gauche

11:15am

Beyond Simple Integration: What every successful B2B eCommerce company must have : Presented by k-eCommerce
More than 90% of North American B2B executives consider e-commerce a critical priority, yet a large percentage of B2B companies make limited use of web channels. From attracting first-time buyers to offering self-ordering and other self-service capabilities, electronic channels are a competitive advantage for B2B companies. In this session, we will provide the framework to help executives identify and prioritize e-commerce initiatives and share how our customer DOW Electronics is leveraging the power of Microsoft Dynamics and the k-eCommerce ERP-integrated e-commerce solution to operate seamlessly integrated electronic channels, resulting in more customers, stronger sales, and improved operations.

Monday September 23, 2019 11:15am - 12:00pm
Beau Rivage B

11:15am

Creating Engaging Customer Experiences with Portals: Presented by The Portal Connector
Learn about The Portal Connector, some key features of The Portal Connector and see a live demo of how easy it is to build a full featured self-service portal yourself.

The Portal Connector solution works with Dynamics CRM On-Premise versions 2011+ as well as CRM Online, Dynamics 365 and CDS. Our Drag and Drop interface allows you to build custom portals using any data in your CRM/365/CDS Environment.

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

Speakers
avatar for Steve Webb

Steve Webb

VP of Product Development, The Portal Connector


Monday September 23, 2019 11:15am - 12:00pm
Laureat

11:15am

Microsoft Dynamics 365 F&O for Public Sector with Power BI for Reporting, Analytics
Managing Finance more efficiently with Microsoft Dynamics 365 for Public Sector and how technology can transform your organization.

• Increase the time to value and reduce implementation risk through the delivery of processes
• Empower employees through the enhanced ease of use, self-service, interoperability and enabled mobility
• Optimize operational processes through the streamlining of Procurement, Budgetary Control, Grants and Fund accounting
• Facilitate improved Trading Partner Collaboration and Citizen Engagement
• Provide comprehensive Financial Budgets & Forecast reporting & analytics via Microsoft Power BI

Bobby Kendall, Program Manager at Washington State LNI Dept. will profile how Microsoft D365 with Power BI has met their extensive Budget Reporting and Analytics needs;, replacing 4 legacy systems.

Speakers
avatar for Dennis Lacey

Dennis Lacey

VP Business Development N.A., OnActuate
Speak to OnActuate about solutions & projects for Microsoft Dynamics D365 for Finance & Operations / AX, Business Central / NAV, D365 CE / CRM with enhanced solutions for public sector. .
HW

Harmeet Walia

Dynamics 365/AX Finance Consultant, OnActuate
Senior financial consultant having extensive experience in Public and commercial sector. Posses 5+ years of experience in D365/AX


Monday September 23, 2019 11:15am - 12:00pm
Frontenac

11:15am

The Easy Solution to Protecting Your Reporting and Analytics Investments: Presented by insightsoftware + Jet Global
Looking for an easier way to handle ad hoc reporting and create visualizations with Power BI over your Dynamics 365 for Finance and Operations (D365FO) data? If you find the native data entities too limiting or too slow, discover how insightsoftware offers a robust foundation to support your enterprise reporting needs, which can be implemented in days. Learn how you can integrate data from D365FO with Dynamics AX, and even data from SQL, Oracle, SAP, Google Analytics, and more. Join this session to see how easy it could be to protect your reporting and analytics investments.

Speakers
JC

Jason Carter

Strategic Partner Manager & Senior Solutions Engineer, Insightsoftware


Monday September 23, 2019 11:15am - 12:00pm
Chaudiere A

12:00pm

Lunch/Networking/Expo
Grab your lunch, network with fellow attendees and visit with the sponsors in the expo area!

Monday September 23, 2019 12:00pm - 1:00pm
Chaudiere BC

1:00pm

D365UG/AXUG: Inside the Financial Period Close Workspace for Dynamics 365FO
Do you need better control and visibility into your month processes. Maybe you want to shorten the amount of time it takes to close the books. In this session we will dive into the new Financial Period Close Workspace in Dynamics 365 for Finance and Operations. We will explore the uses for the workspace, the configuration, talk about best practices, and ways you could leverage Flow to help automate the business processes in your period close.

Speakers

Monday September 23, 2019 1:00pm - 2:00pm
Beau Rivage A

1:00pm

D365UG/AXUG: Connecting to your D365FO Production Data: It can be Done!
In the move to a Software as a Service (SaaS) model, D365FO has restricted access to the database. For companies performing an upgrade from a previous version of AX, this is a huge consideration as reporting, data integrations and even some ISVs required that access. There are several possible solutions that have been developed to help alleviate this loss of direct data consumption. This session will look at some of the more popular ones, like Bring Your Own Database (BYODB), and CDS as well as review some of the newer and less known options like Logic Apps. Most of these require a different Azure subscription than is used for the D365FO deployment. This session will do a quick overview of setting up Azure and then demonstrate how each of these connectors work.

Speakers
avatar for Scott Morley

Scott Morley

Principal Application Architect
Technology without cause can be dangerous. Azure and D365 have an unprecedented potential to help your business, when implemented right. Talk to me about anything Azure and cloud related, I’d love to share what I have seen.



Monday September 23, 2019 1:00pm - 2:00pm
Beau Rivage B

1:00pm

D365UG/CRMUG: Accelerate your Dynamics 365 implementation with the non-for-profit Industry Accelerator
Microsoft has released an Industry Accelerator for non-for-profit. This session with discuss the background of the accelerator, its acquisition process and will demonstrate its key features.

Speakers

Monday September 23, 2019 1:00pm - 2:00pm
Laureat

1:00pm

D365UG/CRMUG: Dynamics 365 CE Apps – How to Administer Your Organization
In this session we will review the highlights of how to administer a Dynamics 365 CE organization. From the development and configuration setup, through the tests and deployment and towards the monitoring of your production environment.

Speakers
avatar for Éric Sauvé @ZePowerDiver

Éric Sauvé @ZePowerDiver

Dynamics 365 & Power Apps Solution Architect, XRM Vision
I'm a passionate about the Power Platform with a strong background in Dynamics 365 (CRM / CE). Involved in the community via social medias, blogs, forums etc under handle @ZePowerDiver. I love to share what I've learn and also learn more and more every day, be part of my journey... Read More →



Monday September 23, 2019 1:00pm - 2:00pm
Rive Gauche

1:00pm

The People-Side of a Digital Transformation including ADKAR (Awareness, Desire, Knowledge, Ability and Reinforcement)
This session will explore Prosci’s ADKAR model and how it fits into your overall change management strategy. Whether you are at the outset of a big digital change, or spinning up new workloads in a new division of your company, how technology impacts the people you need using it (and the challenges these impacts may present) needs to be top of mind. We will take a look at the meaning of each of the five ADKAR building blocks that bring about successful change, and also get a sense of how they intersect with your implementation project, overall strategy for implementation and ultimately adoption of your digital investment.

Speakers
MC

Matt Couture

Customer Success Manager, Microsoft Canada



Monday September 23, 2019 1:00pm - 2:00pm
Frontenac

1:00pm

Power BI - Business Intelligence and Reporting for Dynamics 365
Your business is generating tons of valuable data. If you don’t have the right tools to help you understand what that information means, your business is missing out. During this session you will learn -Tips and trick to turn that data into actionable insights using Power BI. -Strategy, data, and execution to create thoughtful enterprise reports that are meaningful to your operations. -This is demo heavy session walking you through how using data from Dynamics 365 (Online) to build your visualizations. -Embedding Power BI into Dynamics 365 dashboard -Power BI AI Capabilities

Speakers
avatar for Vivek Patel

Vivek Patel

Founder, Insight2Actions Inc.
Founder at Insight2Actions Inc and Director North America at Stridely Solutions Focus Area:-Power BI, PowerApps, FlowLinkedIn:- https://www.linkedin.com/in/insight2action/Vivek Patel is a Microsoft MVP (Data Platform), Founder at Insight2Actions Inc., User group Community leader-Toronto... Read More →


Monday September 23, 2019 1:00pm - 2:00pm
Chaudiere A

2:00pm

Networking Break/Expo
Monday September 23, 2019 2:00pm - 2:15pm
Chaudiere Foyer

2:15pm

D365UG/AXUG: Financial Dimensions that you Never Knew You Needed
In this session we'll discuss the various types of financial dimensions and how you can configure new financial dimensions to open up a whole new world of reporting possibilities. For example, enabling a customer dimension for customer profitiability reporting. We will explore a variety of possibilities and how you can make these ideas possible without creating loads of work for the accounting or teams responsible for entering transactions.

Speakers

Monday September 23, 2019 2:15pm - 3:15pm
Beau Rivage B

2:15pm

D365UG/AXUG: How to Leverage PowerBI in Dynamics 365FO
This session will highlight a real world use case of a client’s evolution in their data journey from original system implementation to actual dashboards and reporting. The session will concentrate on lessons learned, potential pitfalls and will showcase the final result: an actionable Power BI workspace that provides analytics for the enterprise.

Speakers
avatar for Eric Lampron

Eric Lampron

Executive VP, Technology, Thinkmax
With more than 20 years of experience in IT consulting, Éric is a seasoned technical architect and project manager specializing in the implementation of Microsoft Dynamics and business intelligence systems. His mastery of Microsoft solutions gives him a privileged understanding of... Read More →


Monday September 23, 2019 2:15pm - 3:15pm
Beau Rivage A

2:15pm

D365UG/CRMUG: Dynamics 365 Customer Engagement Field Services
Live demonstration of Dynamics 365 CE Field Services for compliance inspections, from resource scheduling and routing, to receiving and completing an inspection on the Field Service mobile app. Overview of Field Service functionality and configuration.

Speakers
avatar for Tom Obright

Tom Obright

Associate Director - Dynamics Practice, NTT Data


Monday September 23, 2019 2:15pm - 3:15pm
Laureat

2:15pm

D365UG/CRMUG: Building DevOps Pipelines for Dynamics 365 Customer Engagement and PowerApps
Common Data Service for Apps is built on a solution architecture that is the key component to Application Lifecycle Management (ALM) for both Dynamics 365 and PowerApps. Solutions though aren't the only components, data is becoming more critical to the operation of solutions both for ISV based products and individual based solutions. When building solutions you cannot ignore the critical DevOps practices that will enable your development team to achieve continuous integration and delivery of solution components and supporting data. The new PowerApps Tools for Azure DevOps allow you to automate and build a release pipeline for Dynamics 365 and PowerApps. Understand how you can setup your own pipelines to start your team on the path to continuous integration and a healthy ALM and DevOps practice.

Speakers

Monday September 23, 2019 2:15pm - 3:15pm
Rive Gauche

2:15pm

D365UG/CRMUG: Supercharge your D365 Portals with Custom Integrations
Dynamics 365 Portals offer a great range of features to expose Dynamics 365 data to the external world. One of the things it does not do out of the box is provide the ability to take payments using credit cards by leveraging some of most popular payment processing APIs in the world. In this session, we will show the steps to expose an invoice and integrate payment processing to pay for the invoice.

Speakers

Monday September 23, 2019 2:15pm - 3:15pm
Frontenac

2:15pm

Dynamics Journey to Success: Microsoft’s Customer Success Planning Methodology
The Dynamics Journey to Success (DJS) is a Success Planning methodology led by the Microsoft Dynamics Customer Success Manager (CSM) that helps Microsoft Dynamics 365 customers to realize continuous business outcomes and achieve business goals from their Dynamics investment. This session will provide deep insight into Microsoft’s 10 step Success Planning methodology that enables Dynamics 365 customers to establish success criteria, uncover adoption blockers and devise a sustainable strategy to boost user adoption and drive business value realization.

Speakers
VW

Vish Walia

Customer Success Evangelist, Microsoft Canada


Monday September 23, 2019 2:15pm - 3:15pm
Chaudiere A

3:15pm

Networking Break/Expo
Monday September 23, 2019 3:15pm - 3:30pm
Chaudiere Foyer

3:30pm

D365UG/AXUG Supercharge your Manual Order Processes using the Power Platform
Would you like a seamless way to manage manual business processes? Do you need to manage inventory when you’re not by a computer running D365F&O? Need to update inventory levels, send an alert that stock is low, order parts, process RMA’s, etc.? Learn how to digitally transform and automate your manual processes by using Power Apps and Flow. Also, learn how to quickly build AI models for inventory identification. You will walk away from this session with real-life example of how the Power Platform can transform your everyday manual processes.

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 September 23, 2019 3:30pm - 4:30pm
Beau Rivage A

3:30pm

D365UG/AXUG: Using Azure Automation and PowerShell to Mange Cloud Hosted Environments
Running development in the cloud is something that companies find very appealing. However, sprawl and lack of governance can quickly lead to Azure sticker shock. This session will review how Azure Automation and PowerShell can be used to manage, deploy, audit and clean up DEV environments, SQL data and user access.

Speakers
avatar for Scott Morley

Scott Morley

Principal Application Architect
Technology without cause can be dangerous. Azure and D365 have an unprecedented potential to help your business, when implemented right. Talk to me about anything Azure and cloud related, I’d love to share what I have seen.



Monday September 23, 2019 3:30pm - 4:30pm
Beau Rivage B

3:30pm

D365UG/CRMUG: Streamline your Case Management with Dynamics 365 CE Customer Service
In this session we will go through functional features of the Dynamics 365 CE Customer Service module and will demonstrate how it can automate the tracking and assignment of cases. We will review the queues and routing mechanism to assign cases to the right agent and how knowledge base functionality can be used to increase the agent productivity to resolve the cases within the defined SLAs. We will also show how the role-based interactive dashboards on the Customer Service Hub can be used to manage service cases.

Speakers
avatar for Tom Obright

Tom Obright

Associate Director - Dynamics Practice, NTT Data


Monday September 23, 2019 3:30pm - 4:30pm
Rive Gauche

3:30pm

D365UG/CRMUG: Enterprise Data Integration for Dynamics 365 and CDS
In this session, we will discuss various options available to implement data integration solutions for Microsoft Dynamics 365 platform, including Azure Service Bus, Logic Apps, SSIS among some other options. We will also talk about some best practices and design patterns that you can leverage in your Dynamics projects.

Speakers
avatar for Daniel Cai

Daniel Cai

MVP/Principal Developer, KingswaySoft Inc.



Monday September 23, 2019 3:30pm - 4:30pm
Laureat

3:30pm

Product Innovation that will Drive End User Value
This session will share the newest innovations in Dynamics 365 that will help you drive end user value in your organization. Learn about the latest integration with LinkedIn, innovations in Mixed Reality, how AI can empower your users to focus on the right outcomes, how Customer Insights can provide a 360 view of your customers, and how Outlook integrations like the Outlook Plug In can save individuals time and make your organization more productive. You’ll leave with a better sense of what innovations Microsoft landed in Spring 2019 and what’s coming up in the Fall Release.

Speakers
avatar for Jonathan Bordeleau-Lefebvre

Jonathan Bordeleau-Lefebvre

Technical Specialist, Microsoft Canada
As a Technology Solutions Professional, I effectively support Microsoft sales professionals in successfully and efficiently closing new business, leveraging specific skills depending on area of focus. I provide technical support, Dynamics 365 demo expertise and digital solutions architecture... Read More →
PN

Philip Ng

Technical Specialist, Microsoft Canada


Monday September 23, 2019 3:30pm - 4:30pm
Chaudiere A

3:30pm

PowerApps for the Dynamics 365 Administrator
You have been managing your Dynamics system for years, now learn how to manage PowerApps. We will show you how you can automate the monitoring and management of what is going on with PowerApps in your tenant. How to make sure that business logic is executing for your users as expected, what to do when it doesn't and how to fix it. How to script PowerApps functions to quickly execute common commands and pull functions into your continuous integration and delivery pipelines.

Speakers

Monday September 23, 2019 3:30pm - 4:30pm
Frontenac

4:30pm

Networking Reception/Expo
Unwind from a busy day of learning with some snacks & beverages and network with fellow attendees and the sponsors in the expo area!

Monday September 23, 2019 4:30pm - 6:00pm
Chaudiere Foyer