www.summitna.com Open in urlscan Pro
172.67.216.204  Public Scan

Form analysis
0 forms found in the DOM

Text Content

 * Home
 * Why Attend
 * Agenda
   * Agenda At A Glance
   * Session List
   * Copilot AI Summit Preconference
   * Partner Preconference
 * Academy Classes
 * Speakers
   * Meet All Speakers
   * Microsoft at Summit
   * Speaker Portal
 * Sponsors
   * Our Sponsors
   * Sponsor Directory
   * Floorplan
   * Partner & Customer Success Initiative
   * Become a Sponsor
   * Partner Profile in Show Guide
 * More
   * Experiences
   * Special Offers
     * Welcome University Students
   * Hotel Reservations
   * FAQ
   * Contact Us
   * Justify Your Trip
 * Registration




 * Home
 * Why Attend
 * Agenda
   * Agenda At A Glance
   * Session List
   * Copilot AI Summit Preconference
   * Partner Preconference
 * Academy Classes
 * Speakers
   * Meet All Speakers
   * Microsoft at Summit
   * Speaker Portal
 * Sponsors
   * Our Sponsors
   * Sponsor Directory
   * Floorplan
   * Partner & Customer Success Initiative
   * Become a Sponsor
   * Partner Profile in Show Guide
 * More
   * Experiences
   * Special Offers
     * Welcome University Students
   * Hotel Reservations
   * FAQ
   * Contact Us
   * Justify Your Trip
 * Registration


 * Home
 * Why Attend
 * Agenda
   * Agenda At A Glance
   * Session List
   * Copilot AI Summit Preconference
   * Partner Preconference
 * Academy Classes
 * Speakers
   * Meet All Speakers
   * Microsoft at Summit
   * Speaker Portal
 * Sponsors
   * Our Sponsors
   * Sponsor Directory
   * Floorplan
   * Partner & Customer Success Initiative
   * Become a Sponsor
   * Partner Profile in Show Guide
 * More
   * Experiences
   * Special Offers
     * Welcome University Students
   * Hotel Reservations
   * FAQ
   * Contact Us
   * Justify Your Trip
 * Registration




ACADEMY AT SUMMIT

 1. 
 2. Home
    »
 3. Academy at Summit

Academy Classes and Registration*
*Separate registration is required to attend Community Summit.

What is Academy
What is Academy

The Community Summit Academy program has been created as an add on to your
registration at the event enabling you to achieve three primary things:

 1. Deep dive into a specific Microsoft business application area for an
    intensive, and often hands on, “master class” style training program
 2. Connect you with an expert instructor in the category that will guide you
    through how this training can be brought back to your business
 3. Deliver CPE credits that can enable you to stay current on your continuing
    education requirements

Academy is an incredible chance to leverage exclusive classroom training with
curated content to help Dynamic users learn, grow, and develop. It’s that
simple! For an additional fee, we offer a variety of learning opportunities for
all stages throughout your professional journey with Microsoft Business
Applications.

Academy supplements your Community Summit experience providing you with
increased ability to future proof your skillset so you can amplify the results
you deliver. This classroom training is your golden opportunity to get deep,
hands-on learning for a focused topic that will maximize your investment to join
the user community.


Two-fold Value: CPE Credits are offered for Academy classes.
Two-fold Value: CPE Credits are offered for Academy classes.

CPE credits are delivered through our partners at the National Association of
State Boards of Accountancy (NASBA) as a sponsor of continuing professional
education on the National Registry of CPE Sponsors.



Our 2024 classes are outlined below, featuring the instructor, title and
overview of the classes and the learning objectives aligned with each class,
which are the basis of the CPE credits you will earn.


WAIT, WHAT’S CPE?

CPE stands for Continuing Professional Education. This impacts most CPAs, CMAs
and other accounting professionals. Individuals in these roles are required to
attain a set number of CPE credits each year to maintain their designated
professional status.


Register Today


View a filtered agenda of the Academy classes offered

CLASSES:

All UG/Universal: AI at Work: Real-World Applications of Copilot and Other
Microsoft AI OfferingsAll UG/Universal: Analyzing Dynamics 365 data in Microsoft
Fabric: A hands-on approachAll UG/Universal: Elevate Your Enterprise: Workflow
Wizardy with Microsoft 365All UG/Universal: Introduction to Power BI, Data
Modeling, and Data Analysis for ERP dataAll UG/Universal: Inventory Theory
WorkshopAll UG/Universal: SQL Query Fundamentals I & IIBC/NAV/PP: Mastering
Power Automate for Business CentralBC/NAV: AL Bootcamp: From Zero to Hero in Two
DaysBC/NAV: Basic and Advanced Manufacturing in Business Central/NAVBC/NAV:
Business Central Accounting 101 & 102BC/NAV: Fixed Assets - Soup to NutsBC/NAV:
Security and Permissions in Dynamics 365 Business CentralBC/NAV: Service
Management - Service in the Real WorldBC/NAV: The Ins and Outs of Inventory in
Business CentralBC/NAV: Warehousing 101 & 102 in Business CentralCE/CRM/Copilot:
365 Leadership DayCE/CRM/Copilot: Learning Dynamics 365 Customer Insights -
Journeys and DataCE/CRM/PP: Build your own Microsoft Power Pages WebsiteCE/CRM:
Dynamics 365 CRM System Admin 101Copilot/PP: AI Copilot Training to Boost Your
Business Applications SkillsCopilot/PP: Azure For Power Platform and Dynamic 365
Developers MasterclassCopilot/PP: Custom Copilots using Copilot Studio, Power
Platform, Dynamics 365, ChatGPT & Azure AIFO/AX/Copilot: Master Planning
WorkshopFO/AX/GP/SL: Management Reporter Financial ReportingFO/AX: D365 F&O
Financial ReportingFO/AX: D365FO Administration & Developer OverviewFO/AX:
Inventory Costing in D365 F&O AcademyFO/AX: WMS 101 for Dynamics 365 SCM (AX)-
Advanced Warehousing in a DayFabric/PP/All UG/Universal: Power BI Paginated
Reporting Crash CourseFabric/PP: Power BI - Beyond the BasicsFabric/PP: Power BI
Development from Ground Zero to Insightful DashboardFabric: Fabric Analytics
Engineer - End-to-End Fabric viewGP: Boost Your Dynamics GP Skills!GP: Dexterity
Fundamentals for Dynamics GPGP: Leveraging GP Power ToolsGP: SmartList/Excel
Report Builder and DashboardsPP: Power Platform Copilot In A Day


ALL UG/UNIVERSAL: AI AT WORK: REAL-WORLD APPLICATIONS OF COPILOT AND OTHER
MICROSOFT AI OFFERINGS

Abstract AI has moved beyond the hype stage and is transforming the way we work.
With its now proven ability to boost productivity, enhance creativity, and
improve quality, businesses and individuals alike are embracing this technology.
But it is evolving so rapidly that it can be challenging to know where and how
to get started and how to stay up-to-date. Join us to understand the full scope
of AI, discover the latest advancements in Microsoft's AI technology, and learn
how you can harness its power to drive your success. This session is
non-technical and is meant for users, power users and leaders.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: A BASIC UNDERSTANDING OF MICROSOFT
APPLICATIONS INCLUDING AT LEAST ONE DYNAMICS 365 CE APPLICATION (SALES, SERVICE,
FIELD SERVICE OR JOURNEYS), AND A BASIC UNDERSTANDING OF MICROSOFT 365 APPS
(TEAMS, OUTLOOK, WORD, POWERPOINT, EXCEL). AN UNDERSTANDING OF GENERATIVE AI
(CHATGPT, COPILOT, ETC) IS NOT REQUIRED, BUT CAN BE HELPFUL. ADVANCE
PREPARATION: NONE PROGRAM LEVEL: INTERMEDIATE DELIVERY METHOD: GROUP LIVE PRICE:
$1,000 FIELD OF STUDY:

DAYS: 10/17

Instructors


 * EMILY BOITEAU
   
   Solution Architect
   
   
   


 * GEOFF ABLES
   
   Managing Partner
   
   
   


 * JORDAN LOEFFLER
   
   Sales Consultant
   
   
   

ALL UG/UNIVERSAL: ANALYZING DYNAMICS 365 DATA IN MICROSOFT FABRIC: A HANDS-ON
APPROACH

Abstract Would you like to maximize the potential of your Dynamics 365 data?
Attend our workshop and discover how to utilize Microsoft Fabric, a cloud-based
data platform that enables you to integrate, examine, and act on your data from
Dynamics 365 and Power Apps. You will learn how to link your Dataverse
environment to Microsoft Fabric, access your data in Microsoft OneLake, and
generate Power BI reports and dashboards. Additionally, you will explore how to
use Fabric's lakehouse architecture, SQL endpoints, and Spark compute to perform
advanced analytics and AI scenarios on your data. Don't miss this chance to
unlock the power of Dynamics data with Microsoft Fabric. This will be a hands-on
session with participants getting a Fabric account to use. Register today for an
engaging and interactive learning experience.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,000 FIELD OF
STUDY:

DAYS: 10/17

Instructors


 * KHALED CHOWDHURY
   
   Principal
   
   
   


 * AHMED SALIH
   
   Manager of Business Applications Development
   
   
   

ALL UG/UNIVERSAL: ELEVATE YOUR ENTERPRISE: WORKFLOW WIZARDY WITH MICROSOFT 365

Abstract Microsoft 365 isn't an app - it's a toolbox. And most organizations are
barely scratching the surface of its potential. In this session you will learn
to unlock the vast potential of Microsoft 365 - from diving deeper into familiar
apps to discovering hidden gems. By the end of the day, you'll discover multiple
new ways to accelerate your work flow every day.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,000 FIELD OF
STUDY:

DAYS: 10/13

Instructors


 * JORDAN LOEFFLER
   
   Sales Consultant
   
   
   


 * MALCOLM MCAULEY
   
   Sr. Business Solutions Analyst
   
   

ALL UG/UNIVERSAL: INTRODUCTION TO POWER BI, DATA MODELING, AND DATA ANALYSIS FOR
ERP DATA

Abstract The 'Introduction to Power BI, Data Modeling, and Data Analysis for ERP
Data' course is designed to equip participants with the essential skills and
knowledge to effectively utilize Power BI for data analysis and modeling,
specifically tailored to ERP (Enterprise Resource Planning) data. This
comprehensive two-day course will provide hands-on learning experience, covering
the fundamentals of Power BI, data modeling techniques, and data analysis
concepts. Participants will gain practical insights into transforming ERP data
into meaningful visualizations, enabling them to make informed business
decisions.

Learn More


LOCATION: TBA CPE CREDITS: 16 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNNER DELIVERY METHOD: GROUP LIVE PRICE: $1,500 FIELD OF
STUDY:

DAYS: 10/12-10/13

Instructors


 * BELINDA ALLEN
   
   Influencer for Data Driven Decisions
   
   
   

ALL UG/UNIVERSAL: INVENTORY THEORY WORKSHOP

Abstract This fun, hands-on workshop lays a foundation for understanding the
science used to develop forecasts, safety stocks, and replenishment suggestions
'purchase and transfer suggestions'. Participants are taught the theory of
inventory management in a series of well-organized modules and following the
presentation of theory, participants are grouped into teams where they exercise
the theory in simulated supply chain games. The teams compete against each other
and are measured on their ability to maximize profit.

Learn More


LOCATION: TBA CPE CREDITS: 16 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,500 FIELD OF
STUDY:

DAYS: 10/12-10/13

Instructors


 * JEFFREY PORTER
   
   Chief Marketing Officer
   
   
   

ALL UG/UNIVERSAL: SQL QUERY FUNDAMENTALS I & II

Abstract Day 1: SQL Query Fundamentals I, is an introduction into Microsoft SQL
Queries- It is intended to teach the basic concepts of Structured Query Language
(SQL), and provide a solid working knowledge through the many examples provided,
and by active participation in the classroom lessons and labs. By design, this
course has been developed to maximize your abilities to retrieve and display
data for your reporting and analytics information needs.

Day 2: The class is intended to teach you and develop real world SQL queries
against the Dynamics GP database. These queries and views can then be used as
the bases for any reporting you want to develop using other tools like PowerBI,
SSRS, Excel Refreshable, Excel Pivot and many more. By developing these complex
queries and views you allow for a common one stop view that can be used by many
different reports.

Learn More


LOCATION: TBA CPE CREDITS: 16 PREREQUISITES: DAY 1: NONE / DAY 2: SQL WRITING
QUERIES AND VIEWS I, IS DESIGNED FOR THE MICROSOFT SQL USER WITH SOME EXPERIENCE
IN WRITING SQL QUERIES. HAVING TAKEN THE SQL QUERY FUNDAMENTALS CLASS OVER THE
LAST 10 YEARS OR HAVE WRITTEN SQL QUERIES AT THE OFFICE WILL BE ALL THAT IS
REQUIRE ADVANCE PREPARATION: NONE PROGRAM LEVEL: DAY 1: BEGINNER / DAY 2:
INTERMEDIATE DELIVERY METHOD: GROUP LIVE PRICE: $1,000 SINGLE DAY / $1,500
TWO-DAY FIELD OF STUDY:

DAYS: 10/12-10/13

Instructors


 * KERRY HATALEY
   
   Owner
   
   
   

BC/NAV/PP: MASTERING POWER AUTOMATE FOR BUSINESS CENTRAL

Abstract Our one-day intensive training will empower you with the knowledge and
practical expertise needed to streamline processes, automate tasks, and boost
productivity using Microsoft Power Automate within the context of Dynamics 365
Business Central.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: BASIC POWER AUTOMATE EXPERIENCE
ADVANCE PREPARATION: NONE PROGRAM LEVEL: INTERMEDIATE DELIVERY METHOD: GROUP
LIVE PRICE: $1,000 FIELD OF STUDY:

DAYS: 10/13

Instructors


 * MARY MYERS
   
   Chief Maximizer
   
   
   

BC/NAV: AL BOOTCAMP: FROM ZERO TO HERO IN TWO DAYS

Abstract AL is a programming language utilized to develop and enhance the
capabilities of Microsoft's Dynamics 365 Business Central enterprise resource
planning (ERP) system. Join us on a journey that takes you through creating and
developing solutions powered by Business Central. This two-day session is
designed to provide a fundamental understanding of AL programming and how to
extend the functionality of Microsoft Dynamics 365 Business Central.

Learn More


LOCATION: TBA CPE CREDITS: 16 PREREQUISITES: BASIC UNDERSTANDING OF BUSINESS
CENTRAL ADVANCE PREPARATION: NONE PROGRAM LEVEL: INTERMEDIATE DELIVERY METHOD:
GROUP LIVE PRICE: $1,500 FIELD OF STUDY:

DAYS: 10/12-10/13

Instructors


 * BRAD PRENDERGAST
   
   Senior Microsoft Dynamics NAV / D365 Business Central Developer and
   Implementation Specialist
   
   
   


 * AJ ANSARI
   
   COO
   
   
   

BC/NAV: BASIC AND ADVANCED MANUFACTURING IN BUSINESS CENTRAL/NAV

Abstract Join this class to advance your journey in Business Central
Manufacturing. Day 1: We will review all the Basic elements of Manufacturing
from Setup to Production Bill of Material to Capacities and Routings to
Production Order Processing and end with Costing. Day 2: We will begin with the
Production BOM and journey through each individual feature to see what Advanced
tools are available. We will visit Capacities and Routings, Production Order
Processing, Subcontracting, Flushing, and Variances.

Learn More


LOCATION: TBA CPE CREDITS: 16 PREREQUISITES: DAY 1: NONE / DAY 2: BASIC
MANUFACTURING IN BUSINESS CENTRAL ADVANCE PREPARATION: NONE PROGRAM LEVEL: DAY
1: BEGINNER / DAY 2: INTERMEDIATE DELIVERY METHOD: GROUP LIVE PRICE: $1,000
SINGLE DAY / $1,500 TWO-DAY FIELD OF STUDY:

DAYS: 10/12-10/13

Instructors


 * STEVE CHINSKY
   
   Director Dynamics Practice
   
   
   


 * DAVE WISER
   
   President & Lead Consultant
   
   
   

BC/NAV: BUSINESS CENTRAL ACCOUNTING 101 & 102

Abstract Day 1: You'll learn the basics to define critical accounting setups
including Chart of Accounts, Dimensions, Accounting Periods, Posting dates, and
more. Learn how to make your daily processing for payables and receivables more
efficient with functions such as recurring sales and purchase transactions,
deferrals, copy documents, and the cancel / correction options. Day 2: In this
201 class, you'll learn the basics of vendor and customer payments before we dig
into processing journal entries (general, recurring, standard, purchase, etc.)
and tracing them through the system. We'll close out the class with bank
reconciliations, payment reconciliation journals, reconciliations of subledgers,
financial reporting and more.

Learn More


LOCATION: TBA CPE CREDITS: 16 PREREQUISITES: DAY 1: NONE / DAY 2: IF NEW TO
BUSINESS CENTRAL, IT IS RECOMMENDED TO TAKE THE BUSINESS CENTRAL ACCOUNTING 101
COURSE. THIS COURSE IS SUITABLE FOR BEGINNERS AS WELL AS INDIVIDUALS LOOKING TO
REFRESH THEIR UNDERSTANDING OF ACCOUNTING IN BUSINESS CENTRAL. ADVANCE
PREPARATION: NONE PROGRAM LEVEL: DAY 1: BEGINNNER / DAY 2: INTERMEDIATE DELIVERY
METHOD: GROUP LIVE PRICE: $1,000 SINGLE DAY / $1,500 TWO-DAY FIELD OF STUDY:

DAYS: 10/12-10/13

Instructors


 * AMANDA MAYER
   
   Director of Finance
   
   
   


 * KIM DALLEFELD
   
   Solution Architect & Consultant at Dallefeld Consulting LLC MVP, MCT, MCP
   
   
   

BC/NAV: FIXED ASSETS - SOUP TO NUTS

Abstract This will be a deep dive into all the functionality available in the
Fixed Asset granule. While the session starts with basics of acquiring and
depreciating assets from a financial reporting perspective, it will dive into
tax reporting, and maintenance and insurance tracking. It will also cover the
budgeted asset functionality including creating and posting budgeted
transactions.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,000 FIELD OF
STUDY:

DAYS: 10/13

Instructors


 * ROBB DELPRADO
   
   Senior Presales Architect at Accelerynt MCT, MCP
   
   
   

BC/NAV: SECURITY AND PERMISSIONS IN DYNAMICS 365 BUSINESS CENTRAL

Abstract The proper setup and administration of security and permissions within
Microsoft Dynamics 365 Business Central can make all the difference. Join this
class to understand master data related to security and permissions, understand
the permission hierarchy, know how to add permission sets and related
permissions, and know the best practices for setup and managing. As a bonus,
you’ll leave with a detailed security template to jump-start your permissions
analysis.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: BASIC EXPERIENCE NAVIGATING AND
WORKING IN BUSINESS CENTRAL ADVANCE PREPARATION: NONE PROGRAM LEVEL:
INTERMEDIATE DELIVERY METHOD: GROUP LIVE PRICE: $1,000 FIELD OF STUDY:

DAYS: 10/12

Instructors


 * CYNTHIA PRIEBE
   
   Consultant and Owner MGC Group
   
   
   


 * CARI COROZZA
   
   Accounting Manager
   
   
   

BC/NAV: SERVICE MANAGEMENT - SERVICE IN THE REAL WORLD

Abstract Presented from the perspective of how the end-user utilizes the
functionality. The session starts with Service Items and Service Management
Setups then dives into the additional functionality Standard Service Codes,
Standard Warranties and third-party Warranties and Resource Planning.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,000 FIELD OF
STUDY:

DAYS: 10/17

Instructors


 * ROBB DELPRADO
   
   Senior Presales Architect at Accelerynt MCT, MCP
   
   
   

BC/NAV: THE INS AND OUTS OF INVENTORY IN BUSINESS CENTRAL

Abstract In this session we will learn how to effectively setup item cards using
best practises and see them in a real day in the life scenario. We will start by
setting up a Finished good and a Raw material leveraging features like special
pricing, item references to store customer and vendor information, unit of
measure conversions and more. From there we will see those items in action while
we create a sales document with demand, plan the material supply, produce the
item, ship and invoice it. As we go, we will see the effect these documents play
on the increase and decrease of supply and demand in Business Central.

Learn More


LOCATION: TBA CPE CREDITS: 16 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,500 FIELD OF
STUDY:

DAYS: 10/12-10/13

Instructors


 * JENNIFER CLARIDGE
   
   Vice President of ERP
   
   
   

BC/NAV: WAREHOUSING 101 & 102 IN BUSINESS CENTRAL

Abstract Day 1 of the Warehousing Basics course is designed to provide
participants with a solid foundation in warehouse operations and management in
Business Central. This course covers essential concepts, configurations, and
practices necessary for effective warehouse management. Day 2 is designed to
equip participants with advanced knowledge and skills in warehouse management in
Business Central. Building upon the foundational concepts covered in Warehousing
101, this course delves deeper into advanced strategies and configurations for
optimizing more complex warehouse operations.

Learn More


LOCATION: TBA CPE CREDITS: 16 PREREQUISITES: DAY 1: NONE / DAY 2: WAREHOUSING
101 OR EQUIVALENT TRAINING/EXPERIENCE ADVANCE PREPARATION: NONE PROGRAM LEVEL:
DAY 1: BEGINNER /DAY 2: INTERMEDIATE DELIVERY METHOD: GROUP LIVE PRICE: $1,000
SINGLE DAY / $1,500 TWO-DAY FIELD OF STUDY:

DAYS: 10/12-10/13

Instructors


 * JASON CHANCE
   
   Senior Analyst
   
   
   

CE/CRM/COPILOT: 365 LEADERSHIP DAY

Abstract Join this session to discover leadership strategies and insights
designed to expand your strategic thinking and maximize the ROI of your
investment into Dynamics 365 for Sales, Service, Marketing and other CRM
applications. The Dynamics 365 CE for Leaders session focuses on leadership
strategies for managing successful Dynamics 365 CE/CRM projects, driving
business transformation, getting customers faster, keeping customers longer, and
maximizing the return on your customer engagement project.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,000 FIELD OF
STUDY:

DAYS: 10/13

Instructors


 * GEOFF ABLES
   
   Managing Partner
   
   
   


 * TRICIA DESSO-COX
   
   Director of Operations
   
   

CE/CRM/COPILOT: LEARNING DYNAMICS 365 CUSTOMER INSIGHTS - JOURNEYS AND DATA

Abstract For those who are considering, new to, or struggling with Customer
Insights, this course will provide hands-on learning walking you through
everything you need to know. We will start with, and focus most heavily on,
Dynamics 365 Customer Insights Journeys - the Marketing platform from Microsoft.
Walk through creating simple to sophisticated customer journeys, learn how to
design web forms that integrate with your site and understand the Power Pages
connection, discover how Copilot can accelerate your creativity, productivity
and expertise throughout the marketing platform, develop an understanding of how
Customer Insights Data works and much more!

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,000 FIELD OF
STUDY:

DAYS: 10/17

Instructors


 * MALCOLM MCAULEY
   
   Sr. Business Solutions Analyst
   
   


 * HALEY WARD
   
   Marketing Specialist
   
   
   


 * TRACI WINTER
   
   Sr Director, Business Consulting
   
   
   

CE/CRM/PP: BUILD YOUR OWN MICROSOFT POWER PAGES WEBSITE

Abstract In this class, you'll learn how Power Pages, is built to allow external
users to interact with your Dataverse data. Customer support portal, appointment
scheduling and event registration are just some of the examples of how Power
Pages can enable self services for your customers and partners.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,000 FIELD OF
STUDY:

DAYS: 10/17

Instructors


 * NICHOLAS HAYDUK
   
   President, Software Engineer
   
   
   

CE/CRM: DYNAMICS 365 CRM SYSTEM ADMIN 101

Abstract Join us for a full-day learning journey with the Dynamics 365 CRM
System Admin 101 class. This hand-on course covers crucial topics, like solution
management best practices, navigating the Power Platform Admin Center, creating
and modifying a security model, working with views, columns and forms, creating
and maintaining table relationships, configuring search, making business rules,
model-driven apps, integrations with Teams and Outlook, the Sales Copilot, Power
Automate and more. Completing this course will provide you with the knowledge
and skills needed to excel in the field of CRM system administration using
out-of-the-box tooling available to you. 

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,000 FIELD OF
STUDY:

DAYS: 10/13

Instructors


 * HEIDI NEUHAUSER
   
   Partner
   
   
   

COPILOT/PP: AI COPILOT TRAINING TO BOOST YOUR BUSINESS APPLICATIONS SKILLS

Abstract Join Daniel Christian, a Microsoft MVP and a certified trainer for an
engaging workshop where you'll learn how to harness the power of AI to
streamline and enhance your business processes. This hands-on session will focus
on utilizing Microsoft Copilot to simplify and accelerate your daily tasks,
making your work more efficient and effective. Key topics covered include:
leveraging Copilot in Power Apps and Power Automate, utilizing Copilot in
Microsoft 365 services, and buidling and extending your own copilot. By the end
of this workshop, you'll be equipped with practical AI skills and knowledge,
empowering you to transform your business applications and workflows with the
latest AI technologies.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,000 FIELD OF
STUDY:

DAYS: 10/13

Instructors


 * DANIEL CHRISTIAN
   
   Microsoft MVP & Certified Trainer at Christian family Consulting Services,
   Inc
   
   
   

COPILOT/PP: AZURE FOR POWER PLATFORM AND DYNAMIC 365 DEVELOPERS MASTERCLASS

Abstract In this workshop, we will cover how to use Azure for custom development
in Microsoft Platform services like Power Automate, Power Apps, Power Pages,
Copilot Studio, Dataverse, Power BI, and Dynamics 365. By taking this course,
attendees will have a working knowledge of Azure and how to use it to implement
the customizations in the Microsoft Power Platform and Dynamics 365.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: BASIC UNDERSTANDING OF POWER
PLATFORM ADVANCE PREPARATION: NONE PROGRAM LEVEL: INTERMEDIATE DELIVERY METHOD:
GROUP LIVE PRICE: $1,000 FIELD OF STUDY:

DAYS: 10/17

Instructors


 * PRASHANT G BHOYAR
   
   Cloud Solution Architect AIS
   
   
   

COPILOT/PP: CUSTOM COPILOTS USING COPILOT STUDIO, POWER PLATFORM, DYNAMICS 365,
CHATGPT & AZURE AI

Abstract Microsoft Copilot Studio lets you create powerful AI-powered copilots
for a range of requests—from providing simple answers to common questions to
resolving issues requiring complex conversations. Engage with customers and
employees in multiple languages across websites, mobile apps, Facebook,
Microsoft Teams, or any channel supported by the Azure Bot Framework. In this
demo-driven workshop, we will cover how organizations can use the new Microsoft
Copilot Studio, Microsoft Power Platform, ChatGPT, and Azure OpenAI services to
build next-gen sophisticated enterprise-grade Copilots.

Learn More


LOCATION: TBA CPE CREDITS: 16 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,500 FIELD OF
STUDY:

DAYS: 10/12-10/13

Instructors


 * PRASHANT G BHOYAR
   
   Cloud Solution Architect AIS
   
   
   

FO/AX/COPILOT: MASTER PLANNING WORKSHOP

Abstract Whether you are C-Suite executive or on the floor shop scheduler,
receive hands-on education from two of the most experienced (and wily) educators
out there for what many agree is the most important feature sets in Dynamics 365
Supply Chain if your business wants to make more money! Key highlights include
the new Demand Planning App, safety stock and safety time management, daily and
priority planning, lead time management, real time material and capacity
availability during scheduling and much more!

Learn More


LOCATION: TBA CPE CREDITS: 16 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNNER DELIVERY METHOD: GROUP LIVE PRICE: $1,500 FIELD OF
STUDY:

DAYS: 10/12-10/13

Instructors


 * DAN PERKO
   
   Solutions Architect & Principal
   
   
   


 * NIGEL COX
   
   Dynamics 365 SCM Manufacturing Specialist
   
   
   

FO/AX/GP/SL: MANAGEMENT REPORTER FINANCIAL REPORTING

Abstract This hands-on training class will provide Management Reporter
administrators and users the knowledge they need to successfully build and
utilize financial statements in Microsoft's financial reporting and analysis
solution. This class is led by an MSX Group Certified Instructor using MSX Group
created training materials. All software is provided as the class utilizes a
hosted Management Reporter environment. This Management Reporter class is
applicable to users of Microsoft Dynamics AX, GP and SL.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,000 FIELD OF
STUDY:

DAYS: 10/12

Instructors


 * DEREK KREBS
   
   Partner & Sr. Consultant Partner
   
   
   


 * NOAH MOSELEY
   
   Account Manager
   
   
   

FO/AX: D365 F&O FINANCIAL REPORTING

Abstract This hands-on training class will provide D365 F&O Financial Reporting
administrators and users the knowledge they need to successfully build and
utilize financial statements in Microsoft's financial reporting and analysis
solution. This class is led by an MSX Group Certified Instructor using MSX Group
created training materials. All software is provided as the class utilizes a
hosted D365 F&O environment.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,000 FIELD OF
STUDY:

DAYS: 10/13

Instructors


 * DEREK KREBS
   
   Partner & Sr. Consultant Partner
   
   
   


 * NOAH MOSELEY
   
   Account Manager
   
   
   

FO/AX: D365FO ADMINISTRATION & DEVELOPER OVERVIEW

Abstract This course will cover a wide range of administrative and developer
topics within D365FO. This session will be extremely interactive, with multiple
live demos and chances to interact with and get feedback from other attendees.
At the end of the session, the goal is to make you feel confident in your
abilities to administer and customize D365FO for your business.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: BASIC KNOWLEDGE OF D365FO
ENVIRONMENT LAYOUT AND HOW TO ACCESS BOTH THE USER INTERFACE AS WELL AS THE
DEVELOPMENT BACKEND ENVIRONMENT ADVANCE PREPARATION: NONE PROGRAM LEVEL:
INTERMEDIATE DELIVERY METHOD: GROUP LIVE PRICE: $1,000 FIELD OF STUDY:

DAYS: 10/13

Instructors


 * ALEX MEYER
   
   Principal Software Development Engineer
   
   


 * PETER RAMER
   
   Director
   
   
   

FO/AX: INVENTORY COSTING IN D365 F&O ACADEMY

Abstract This advanced course on inventory costing in D365 F&O will cover
various configuration steps for costing groups, inventory costing methods, item
pricing, production inputs, and how they all interact. This will help attendees
gain a thorough knowledge of how to establish and maintain their system
efficiently. Participants will learn more about their processes, enabling them
to investigate and report on outcomes. This will equip users to improve their
inventory costing management.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,000 FIELD OF
STUDY:

DAYS: 10/17

Instructors


 * BRITTANY BURKE
   
   Solutions Architect
   
   
   


 * LAUREN WOOLL
   
   Solutions Architect
   
   
   


 * MAC MANN
   
   VP of Operations
   
   
   

FO/AX: WMS 101 FOR DYNAMICS 365 SCM (AX)- ADVANCED WAREHOUSING IN A DAY

Abstract In this academy session, participants will get the chance to set up
their own Advanced Warehouse and process transactions in that warehouse all in
one day. We'll create our own Warehouse and Locations, then set up and process
Inbound, Outbound, and Inventory management functions using our configurations.
This session would be most beneficial to those who have familiarity with D365
F&O, Sales orders and Purchase orders, and inventory concepts, but little to no
experience with setting up or administrating Advanced Warehousing as this will
be a bottom-up introduction.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: BE FAMILIAR WITH HOW TO CREATE BASIC
SALES ORDERS AND PURCHASE ORDERS. ADVANCE PREPARATION: NONE PROGRAM LEVEL:
INTERMEDIATE DELIVERY METHOD: GROUP LIVE PRICE: $1,000 FIELD OF STUDY:

DAYS: 10/13

Instructors


 * JESSICA VAUGHN
   
   Delivery Lead – SCM - Central
   
   
   

FABRIC/PP/ALL UG/UNIVERSAL: POWER BI PAGINATED REPORTING CRASH COURSE

Abstract When a report needs to be PDFed or printed, Power BI (Paginated) Report
Builder is simply the right tool for the job. Yet—as anyone who has used Power
BI Report Builder will tell you—creating a paginated report can be deceptively
difficult. While this essential reporting tool employs logic that often aligns
with its predecessors, Power BI Desktop and SQL Server Reporting Services, Power
BI paginated reporting logic sometimes differs in ways that can be baffling for
those familiar with either. Each section of this daylong paginated reporting
deep dive will follow a “concept, demo, practice” format; attendees will first
learn key paginated reporting concepts, then see them in action through a demo,
and will complete the section by directly applying what they’ve learned through
a hands-on activity

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,000 FIELD OF
STUDY:

DAYS: 10/13

Instructors


 * LENORE FLOWER
   
   Senior Business Intelligence Analyst
   
   
   

FABRIC/PP: POWER BI - BEYOND THE BASICS

Abstract Join us for an in-depth exploration of data modeling and visualization
techniques in Power BI. This session is designed for those who have some
experience with Power BI and are looking to take their skills to the next level.
In the first half, you’ll learn best practices and tips for creating effective,
insightful, and performant data models, including the use of third-party tools
to enhance your capabilities. In the second half, we'll focus on compelling
visualizations. We will also guide you through the process of designing for
accessibility, ensuring that your visualizations are inclusive and
user-friendly. Through practical examples and hands-on exercises, you’ll master
these essential skills and enhance your Power BI expertise. Don’t miss this
opportunity to take your Power BI data analysis and visualization skills to the
next level.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: INTERMEDIATE DELIVERY METHOD: GROUP LIVE PRICE: $1,000 FIELD OF
STUDY:

DAYS: 10/17

Instructors


 * STEPHANIE BRUNO
   
   Business Intelligence Architect
   
   
   


 * SHANNON LINDSAY
   
   Senior Program Manager | Power BI
   
   
   

FABRIC/PP: POWER BI DEVELOPMENT FROM GROUND ZERO TO INSIGHTFUL DASHBOARD

Abstract This two-day workshop is designed to get you from the ground zero of
using Power BI into being able to build reports and dashboards easily using
Power BI. The workshop starts with connecting to the data sources, preparing the
data, transforming it, cleaning the data, and removing unnecessary parts of the
data using Power Query. It then continues with modeling the data, building data
entities (tables), creating logical relationships between them, and applying
business rules using calculations in DAX language in Power BI. It then gets to
the visualization part of the data, the art of building an insightful report and
dashboard that brings the information right in front of the decision-makers'
attention. Finally, the course finishes with the process of publishing the
report, sharing it with other users, and scheduling it so that the data gets
automatically updated without a manual process.

Learn More


LOCATION: TBA CPE CREDITS: 16 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,500 FIELD OF
STUDY:

DAYS: 10/12-10/13

Instructors


 * REZA RAD
   
   CEO
   
   
   

FABRIC: FABRIC ANALYTICS ENGINEER - END-TO-END FABRIC VIEW

Abstract In this workshop, we'll guide data professionals—such as data analysts,
Power BI users, DBAs, BI/SQL developers, data engineers, and data
scientists—through the process of leveraging Microsoft Fabric for an end-to-end
experience within the data life cycle. Even if you have limited or no prior
experience with Fabric, you’ll learn how to utilize its multiple experiences to
construct a complete data lakehouse, use the different tools to perform data
engineering, explore ingested and cleaned data to develop advanced analytics and
data science, serve final insights with business intelligence, and govern all
data assets within the Fabric echosystem. This involves ingesting, transforming,
and loading data into the lakehouse, followed by data analysis.

Learn More


LOCATION: TBA CPE CREDITS: 16 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,500 FIELD OF
STUDY:

DAYS: 10/12-10/13

Instructors


 * PABLO MORENO
   
   Head of Artificial Intelligence - Data Science
   
   
   


 * ANAND AMIRINENI
   
   Sr. Technology Specialist
   
   
   


 * NIKOLA ILIC
   
   Data Mozart, Microsoft Data Platform MVP
   
   
   

GP: BOOST YOUR DYNAMICS GP SKILLS!

Abstract Join Amber Bell to learn how to use GP features to go become a GP Super
User! You will learn how to setup Navigation Lists, how to implement and use
Live Excel Reports, and how to use SQL Reports. There will be plenty of time to
ask questions and practice your new skills. You will also learn how to setup
macros, create reports in SmartList Designer, create SmartList Reminders, create
SmartList Export Solutions, create refund checks. We will also cover how to
review and clean up your data and setup. This will help you get more out of GP
and will also help build a foundation of clean data and processes which will
help you whether you are staying on GP...or are looking to more to BC. Since
this session is on the last day of Summit, you should bring questions and ideas
that you learned so that we can discuss and if possible try using the hands-on
practice/test environment.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,000 FIELD OF
STUDY:

DAYS: 10/17

Instructors


 * AMBER BELL
   
   Founder and Chief Training Officer
   
   
   

GP: DEXTERITY FUNDAMENTALS FOR DYNAMICS GP

Abstract The Dexterity Product Fundamentals 5-day course will teach you about
the development environment used to build the Microsoft Dynamics GP family of
products. This course will provide you with the foundation you need to build
integrated, database-independent applications. In addition, you will learn how
to provide powerful application functionality for Dynamics.

Learn More


LOCATION: TBA CPE CREDITS: N/A PREREQUISITES: UNDERSTANDING OF NAVIGATION AND
ADMINISTRATION OF MICROSOFT DYNAMICS GP. UNDERSTANDING OF DEVELOPMENT CONCEPTS
IS HELPFUL. ADVANCE PREPARATION: NONE PROGRAM LEVEL: INTERMEDIATE DELIVERY
METHOD: GROUP LIVE PRICE: $3,000 FIELD OF STUDY:

DAYS: 10/7-10/11

Instructors


 * DAVID MUSGRAVE
   
   Managing Director
   
   
   

GP: LEVERAGING GP POWER TOOLS

Abstract GP Power Tools from Winthrop Development Consultants is a powerful
suite of tools to help you support, administer, and customize your Microsoft
Dynamics GP system. This workshop will introduce all the features of the latest
build of GP Power Tools and explain the benefits of each. We will cover the
features of all four of the modules so that you have a full understanding of
what the tool is capable of and how it can solve your pain points.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,000 FIELD OF
STUDY:

DAYS: 10/13

Instructors


 * DAVID MUSGRAVE
   
   Managing Director
   
   
   

GP: SMARTLIST/EXCEL REPORT BUILDER AND DASHBOARDS

Abstract Join Amber Bell to learn how to create your own custom SmartList
Builder Reports with calculations and restrictions. You will learn how to create
new reports based on existing SmartLists, and how to create reports based on SQL
Views. You will also learn how to find the tables used in GP windows and on
transactions to create even more reports! Once you have the basics down, you
will learn how to turn your SmartList Builder Reports into Live Excel Reports
using the included tool called Excel Report Builder.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: SOME GP AND EXCEL EXPERIENCE.
ADVANCE PREPARATION: NONE PROGRAM LEVEL: INTERMEDIATE DELIVERY METHOD: GROUP
LIVE PRICE: $1,000 FIELD OF STUDY:

DAYS: 10/13

Instructors


 * AMBER BELL
   
   Founder and Chief Training Officer
   
   
   

PP: POWER PLATFORM COPILOT IN A DAY

Abstract Power Platform is Microsoft's low-code, cloud-based service for
creating impactful end-to-end solutions. Over its 10-year availability, it has
evolved into an enterprise-level platform for building reports, apps, flows,
chatbots, and websites, enabling users to create and share their own solutions
within their company. In the last year, Microsoft has infused AI Copilot into
all their cloud services and this change has affected Power Platform as well,
some might say, more so than other services. Hence join Daniel Christian, a
Microsoft MVP and certified trainer as he gives you a good overview of the Power
Platform family in a day including all the AI Copilot features plus the changes
coming to two of their services.

Learn More


LOCATION: TBA CPE CREDITS: 8 PREREQUISITES: NONE ADVANCE PREPARATION: NONE
PROGRAM LEVEL: BEGINNER DELIVERY METHOD: GROUP LIVE PRICE: $1,000 FIELD OF
STUDY:

DAYS: 10/12

Instructors


 * DANIEL CHRISTIAN
   
   Microsoft MVP & Certified Trainer at Christian family Consulting Services,
   Inc
   
   
   





DCI is registered with the National Association of State Boards of Accountancy
(NASBA) as a sponsor of continuing professional education on the National
Registry of CPE Sponsors. State boards of accountancy have final authority on
the acceptance of individual courses for CPE credit. Complaints regarding
registered sponsors may be submitted to the National Registry of CPE Sponsors
through its website: www.nasbaregistry.org.

By submitting your registration, you are confirming you have read and agree to
Dynamic Communities’ Policy, regarding registration, refunds, and cancellations.


What is Academy
What is Academy

The Community Summit Academy program has been created as an add on to your
registration at the event enabling you to achieve three primary things:

 1. Deep dive into a specific Microsoft business application area for an
    intensive, and often hands on, “master class” style training program
 2. Connect you with an expert instructor in the category that will guide you
    through how this training can be brought back to your business
 3. Deliver CPE credits that can enable you to stay current on your continuing
    education requirements

Academy is an incredible chance to leverage exclusive classroom training with
curated content to help Dynamic users learn, grow, and develop. It’s that
simple! For an additional fee, we offer a variety of learning opportunities for
all stages throughout your professional journey with Microsoft Business
Applications.

Academy supplements your Community Summit experience providing you with
increased ability to future proof your skillset so you can amplify the results
you deliver. This classroom training is your golden opportunity to get deep,
hands-on learning for a focused topic that will maximize your investment to join
the user community.


Two-fold Value: CPE Credits are offered for Academy classes.
Two-fold Value: CPE Credits are offered for Academy classes.

CPE credits are delivered through our partners at the National Association of
State Boards of Accountancy (NASBA) as a sponsor of continuing professional
education on the National Registry of CPE Sponsors.



Our 2024 classes are outlined below, featuring the instructor, title and
overview of the classes and the learning objectives aligned with each class,
which are the basis of the CPE credits you will earn.


WAIT, WHAT’S CPE?

CPE stands for Continuing Professional Education. This impacts most CPAs, CMAs
and other accounting professionals. Individuals in these roles are required to
attain a set number of CPE credits each year to maintain their designated
professional status.



Register Today


View a filtered agenda of the Academy classes offered

Latest Posts

Ads
Categories
 * No categories

Contact

summitna@dynamiccommunities.com
Collaborate With The User Community


Visit Dynamics Communities

Add To Your Calendar


Google
iCal
Outlook
Yahoo


© 2023 Dynamic Communities