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Dynamics Day 2023

Bring a co-worker and join us in person on February 16th or 22nd, 2023 for a full day of customer focused presentations, tailored Microsoft solution demonstrations, and business improvement inspiration at Dynamics Day 2023. 

 

Seasoned industry experts, Microsoft specialists and Customers will share examples and deliver curated industry scenarios using the new generation of Microsoft Cloud applications. Come and learn about the endless opportunities for you to evolve your business in the cloud. Learn about Microsoft funding possibilities available to your team so you can drive your most important projects forward. 

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Why Join Dynamics Day 2023

The way we do business has fundamentally changed. New business models are disrupting the way most companies sell products and services, blurring industry lines and transforming customer and vendor expectations.

Dynamics 365 can help you optimize accounting and financial management functions as well as end-to-end supply chain operations. Next generation business applications helps you create a resilient organization that thrives even in the face of high inflation and supply chain disruptions.

 

Improve financial agility and performance, operational proficiency, and project-centric services success by making timely decisions using comprehensive, real-time reporting, embedded analytics, automation and AI-driven insights. Confidently move to the cloud to optimize digital business processes and unlock the insights needed to adapt faster, work smarter, and perform better.

Join this event if:

  • You are evaluating new solutions and are looking for ways to fund your software selection process
  • You are creating a new services division or transitioning to a new business model (Merger, Acquisitions or business entity spin-offs ).
  • You are an existing Dynamics 365 customer looking to optimize your Microsoft ecosystem, learn more about possibilities in the cloud, all while staying compliant
  • You are still operating older on-premise applications and looking for a quick first pilot project using new cloud solutions
  • Are looking to learn from real life experiences from other customers’ industry & business scenarios
  • You want to meet industry experts from the Microsoft Partner channel for real life software and implementation advice tailored to your business

 

 

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Event Locations

Event Locations

Below are the locations for the two event dates. 

Irvine, CA | February 16th

Playa Vista, CA | February 22nd

View Prior Event Agenda

9:00 - 9:30 AM

Speaker | Lauge Mathiasen

Welcome by Avantiico Team

How we work, how we serve our customers, how we collaborate with vendors and partners to bring the best to our customers is under transformation. Add to this labor shortages, rising cost, the pace of change and lack of planning visibility.

 

So why evaluate new business applications and consider investments in uncertain times?

 

Amid the challenges the good news is that the latest generation of Microsoft solutions will help most organizations better navigate uncertainties, become more coordinated and deliver automation where it matters.

 

Come learn about a new generation of business applications that will help your organization overcome some of the biggest challenges most businesses face. Session will include polling around the top priorities for event participants to better understand your current business challenges, industry challenges, business goals, and current tech stack considerations.

9:45 – 10:30 AM

Speaker | Clint Will

Selecting Software With Microsoft Programs

Microsoft is offering organizations like yours help with assessing business needs and evaluating new business solutions for the entire business. Come learn about the Microsoft program and how to you can learn about and assess new solutions and the business transformation strategies using a proven, innovative approach.

 

Microsoft Catalyst is an envisioning program for evaluating common business challenges using Microsoft Dynamics 365, the Microsoft Power Platform, and the Microsoft Cloud. Learn how you can understand which Microsoft Products will help you achieve business goals with a partly funded Microsoft program.

 

Come learn about how Microsoft programs can help you organization learn more and make decisions about important business changes. 

10:30 - 10:45 AM

[15 Minute Break]

10:45 – 11:30 AM

Speaker | Dan Erasmus

Using Real-Time Analytics and AI on Dynamics 365 Data to Drive Growth

In this interactive session, the team from OmniData will show you how you can use near real-time analytics and AI to help you accelerate business growth and your understanding of what is happening in your organization.

11:30 - 12:00 PM

[Catered Lunch Break]

12:00 – 12:50 PM

Speaker | Steve Stallings

Dynamics 365 Finance & Operations Overview & Navigation

Lunch and learn: Get the big picture Microsoft solution overview and learn about the breadth and depth of next generation of business applications for all your accounting and supply chain management needs. See how your team can collaborate with ease across teams and across business applications as work patterns change.  Learn how easy it is for users to personalize and configure work the way they prefer to interact with it.

 

Learn about the power of built-in standard modules and hear examples of how companies like yours are improving their operations and accounting functions using standard and out-of-the box functionality.     

Break Out Sessions

Finance Automation Track

Are you on a mission to move your organization to a modern cloud-based accounting solution to optimize business processes, improve reporting and compliance? Are you trying to get the accounting team and the rest of your organization to work smarter and perform better though high-inflation, labor shortages and supply chain challenges?

 

Come and see live product presentations of real-life Finance and Supply Chain business examples relevant to your organization. Learn how data insights and reporting can improve your business. Ask questions and learn from experienced implementors and business consultants. You will see products demoes from Microsoft Dynamics 365 Finance, Supply Chain Management, Power BI and Teams. This break out track is specific to accounting and Finance professionals working across industries and businesses, including both product-centric and service-centric business models. Learn how your business can confidently move to the cloud to future proof and adapt, faster. 

1:00 – 1:50 PM

Speaker | Brandon Nash

Dynamics 365 Finance Capabilities – Advanced Bank Reconciliation & Accounts Payable Workflows

Advanced Bank Reconciliation

Many hours are spent by finance team members to ensure their bank statements reconcile to their financial application and the majority of this time is used to create manual transactions and manually match reconciled transactions that appear in the bank statement. 

 

During this session, you will see the Advanced Bank Reconciliation function built into Microsoft Dynamics 365 for Finance and Operations automate the transaction creation and matching processes to streamline the bank reconciliation steps for more efficient use of a user’s time.

  • Demo Topics
    • Create banking transactions via subledger (AP / AR)
    • Import bank statements
    • Match transactions
    • Reconcile bank statement with new transactions

 

Accounts Payable Workflows

The AP Workflow system allows users to create transactions that notify supervisors when transactions are ready for approval.  It can be used in conjunction with segregation of duties based on defined user roles. 

 

In this session, we’ll use AP workflows to create a defined process within the system that can be tracked for visibility and ensure system integrity.  Approvers can access the system to view who created the transactions and when, and ensure the transaction(s) align with company policy.

  • Demo Topics
    • Vendor invoice journal workflow
    • Vendor disbursement journal workflow
    • Vendor invoice workflow
    • Vendor invoice line workflow
    • Proposed vendor changes workflow

2:00 – 2:45 PM

Speaker | Steve Stallings

3PL Billing Automation

3PL companies face unique challenges in their operations such as keeping up with high order volumes, ensuring reliable financial reporting, optimizing inventory and inventory location, managing delivery options, and siloing of data.

 

In this session you will get a better understanding of D365 Finance + 3PL billing automation, how you can Increase the billing frequency, reduce manual entry/errors, improve the company cashflow and harvest new revenue streams with the Avantiico 3PL billing IP for Dynamics 365 Finance.

3:00 – 4:00 PM

Speaker | Chris Barbera

Always up to date: New Features as a Service & Future of Support

If you’ve ever wondered “I’m in the Cloud…now what do I do?” This session is for you!  For Customers currently implementing Dynamics applications or thinking of starting a move to Dynamics, this session will also give you valuable insight into what benefits, and requirements occur after you are implemented.

 

With the introduction of the new generation of Microsoft Cloud applications, organizations can reap the ongoing rewards from using new features within their standard subscriptions. No more of “we need this major upgrade” to use new features. 

 

This overview session will explain the Microsoft Continuous Update concepts for Dynamics applications with a focus on Dynamics 365 Finance & Operations. 

 

Learn how to leverage new features included in your subscription while staying compliant with Microsoft update policies, and see short demos of Dynamics 365 F&O Feature Management and Microsoft Lifecycle Services. 

 

The session will wrap up with best practices for limiting risk while updating and a summary of Avantiico offerings for version updates.

ECommerce, Supply Chain Management and Power Platform Track

1:00 – 1:50 PM 

Speaker | DynamicWeb

Increase Revenue and Reduce Costs with eCommerce and Self-Service Portals

Whether you are selling directly to end customers or through distributors, online ordering and customer self-service portals can significantly increase top-line revenue and boost bottom-line profitability. Learn why Dynamicweb’s combination of eCommerce self-service portals, enriched product information management (PIM), flexible content management and digital marketing tools provide world class online customer and distributor portal experiences for B2B and B2C businesses – all fully-integrated with Microsoft Dynamics 365.

 

More than ever, buyers need complete online self-service capabilities for product and services lookup, 24×7 ordering, initiating RMAs, warranty claims, managing payment terms, paying invoices and managing virtually any other aspect of the customer or distributor relationship. Dynamicweb enriches Dynamics 365 data and logic across all omnichannel sales outlets, direct sales, distributors, marketplaces, etc., making it easier to sell more at lower operational costs. 

2:00 – 2:50 PM

Speaker | Caroline Mayou

Power Apps for Manufacturing

Technology is front and center. Supply chain disruption, remote work needs, and dynamic demand levels are the new normal. For these reasons, resiliency, efficiency and visibility are more important than ever. At the same time, organizations are focused on the bottom line and maintaining stability. They need solutions that can be implemented quickly- with clear ROI. Now is the time to introduce applications that address the above problems and that simplify outdated processes.

 

In this session, learn how Microsoft Power Apps can help organizations extend Dynamics 365 business applications to solve complex Supply Chain Management & Manufacturing obstacles. This workshop will focus on create intelligent tooling that increases productivity for frontline workers, all while increasing data visibility across facilities, warehouses and departments.

3:00 – 4:00 PM

Speaker | Steve Stallings

Dynamics 365 Supply Chain Management Capabilities

Do you purchase from overseas suppliers?  Do you have to contend with long lead times and variability of supply arrivals?  Is finance blind to outstanding liabilities and commitments to brokers, forwarders, customs, and other services vendors until the actual invoices are received?

 

If so, come see the new Landed Cost module that addresses both of those business challenges with accurate lead time and cost estimates that get updated with actual data as goods are in-transit to your location, and well beyond their physical delivery.

 

Variability of supply lines has caused major disruptions for many companies.  Supply Chain Insights is in preview now and will be released soon to provide visibility into this changing environment and empower you to take actions to address supply issues.

9:00 - 9:30 AM

Speaker | Lauge Mathiasen

Welcome by Avantiico Team

How we work, how we serve our customers, how we collaborate with vendors and partners to bring the best to our customers is under transformation. Add to this labor shortages, rising cost, the pace of change and lack of planning visibility.

So why evaluate new business applications and consider investments in uncertain times?

Amid the challenges the good news is that the latest generation of Microsoft solutions will help most organizations better navigate uncertainties, become more coordinated and deliver automation where it matters.

 

Come learn about a new generation of business applications that will help your organization overcome some of the biggest challenges most businesses face. Session will include polling around the top priorities for event participants to better understand your current business challenges, industry challenges, business goals, and current tech stack considerations.

9:45 – 10:30 AM

Speaker | Chuck Holland

Selecting Software With Microsoft Programs

Microsoft is offering organizations like yours help with assessing business needs and evaluating new business solutions for the entire business. Come learn about the Microsoft program and how to you can learn about and assess new solutions and the business transformation strategies using a proven, innovative approach.

 

Microsoft Catalyst is an envisioning program for evaluating common business challenges using Microsoft Dynamics 365, the Microsoft Power Platform, and the Microsoft Cloud. Learn how you can understand which Microsoft Products will help you achieve business goals with a partly funded Microsoft program.

 

Come learn about how Microsoft programs can help you organization learn more and make decisions about important business changes. 

10:30 - 10:45 AM

[15 Minute Break]

10:45 – 11:30 AM

Speaker | Dan Erasmus

Using Real-Time Analytics and AI on Dynamics 365 Data to Drive Growth

In this interactive session, the team from OmniData will show you how you can use near real-time analytics and AI to help you accelerate business growth and your understanding of what is happening in your organization.

11:30 - 12:00 PM

[Catered Lunch Break]

12:00 – 12:50 PM

Speaker | Steve Stallings

Dynamics 365 Finance & Operations Overview & Navigation

Lunch and learn. Get the big picture Microsoft solution overview and learn about the breadth and depth of next generation of business applications for all your accounting and supply chain management needs. See how your team can collaborate with ease across teams and across business applications as work patterns change.  Learn how easy it is for users to personalize and configure work the way they prefer to interact with it.

 

Learn about the power of built-in standard modules and hear examples of how companies like yours are improving their operations and accounting functions using standard and out-of-the box functionality.     

Break Out Sessions

Finance Automation Track

Are you on a mission to move your organization to a modern cloud-based accounting solution to optimize business processes, improve reporting and compliance? Are you trying to get the accounting team and the rest of your organization to work smarter and perform better though high-inflation, labor shortages and supply chain challenges?

 

Come and see live product presentations of real-life Finance and Supply Chain business examples relevant to your organization. Learn how data insights and reporting can improve your business. Ask questions and learn from experienced implementors and business consultants. You will see products demoes from Microsoft Dynamics 365 Finance, Supply Chain Management, Power BI and Teams.  This break out track is specific to accounting and Finance professionals working across industries and businesses, including both product-centric and service-centric business models. Learn how your business can confidently move to the cloud to future proof and adapt, faster. 

1:00 – 1:50 PM

Speaker | Brandon Nash

Dynamics 365 Finance Capabilities – Advanced Bank Reconciliation & Accounts Payable Workflows

Advanced Bank Reconciliation

Many hours are spent by finance team members to ensure their bank statements reconcile to their financial application and the majority of this time is used to create manual transactions and manually match reconciled transactions that appear in the bank statement. 

 

During this session, you will see the Advanced Bank Reconciliation function built into Microsoft Dynamics 365 for Finance and Operations automate the transaction creation and matching processes to streamline the bank reconciliation steps for more efficient use of a user’s time.

  • Demo Topics
    • Create banking transactions via subledger (AP / AR)
    • Import bank statements
    • Match transactions
    • Reconcile bank statement with new transactions

 

Accounts Payable Workflows

The AP Workflow system allows users to create transactions that notify supervisors when transactions are ready for approval.  It can be used in conjunction with segregation of duties based on defined user roles. 

 

In this session, we’ll use AP workflows to create a defined process within the system that can be tracked for visibility and ensure system integrity.  Approvers can access the system to view who created the transactions and when, and ensure the transaction(s) align with company policy.

  • Demo Topics
    • Vendor invoice journal workflow
    • Vendor disbursement journal workflow
    • Vendor invoice workflow
    • Vendor invoice line workflow
    • Proposed vendor changes workflow

2:00 – 2:45 PM

Speaker | STEVE STALLINGS

3PL Billing Automation

3PL companies face unique challenges in their operations such as keeping up with high order volumes, ensuring reliable financial reporting, optimizing inventory and inventory location, managing delivery options, and siloing of data.

 

In this session you will get a better understanding of D365 Finance + 3PL billing automation, how you can Increase the billing frequency, reduce manual entry/errors, improve the company cashflow and harvest new revenue streams with the Avantiico 3PL billing IP for Dynamics 365 Finance.

3:00 – 4:00 PM

Speaker | Chris Barbera

Always up to date: New Features as a Service & Future of Support

If you’ve ever wondered “I’m in the Cloud…now what do I do?” This session is for you!  For Customers currently implementing Dynamics applications or thinking of starting a move to Dynamics, this session will also give you valuable insight into what benefits, and requirements occur after you are implemented.

 

With the introduction of the new generation of Microsoft Cloud applications, organizations can reap the ongoing rewards from using new features within their standard subscriptions. No more of “we need this major upgrade” to use new features. 

 

This overview session will explain the Microsoft Continuous Update concepts for Dynamics applications with a focus on Dynamics 365 Finance & Operations. 

 

Learn how to leverage new features included in your subscription while staying compliant with Microsoft update policies, and see short demos of Dynamics 365 F&O Feature Management and Microsoft Lifecycle Services. 

 

The session will wrap up with best practices for limiting risk while updating and a summary of Avantiico offerings for version updates.

ECommerce, Supply Chain Management and Power Platform Track

1:00 – 1:50 PM 

Speaker | DynamicWeb

Increase Revenue and Reduce Costs with eCommerce and Self-Service Portals

Whether you are selling directly to end customers or through distributors, online ordering and customer self-service portals can significantly increase top-line revenue and boost bottom-line profitability. Learn why Dynamicweb’s combination of eCommerce self-service portals, enriched product information management (PIM), flexible content management and digital marketing tools provide world class online customer and distributor portal experiences for B2B and B2C businesses – all fully-integrated with Microsoft Dynamics 365.

 

More than ever, buyers need complete online self-service capabilities for product and services lookup, 24×7 ordering, initiating RMAs, warranty claims, managing payment terms, paying invoices and managing virtually any other aspect of the customer or distributor relationship. Dynamicweb enriches Dynamics 365 data and logic across all omnichannel sales outlets, direct sales, distributors, marketplaces, etc., making it easier to sell more at lower operational costs. 

2:00 – 2:50 PM

Speaker | Ryan Meade

Accelerate New Product Introductions Across All Selling Channels With A PIM Add-On

Businesses are selling across more channels than ever before, including multiple eCommerce sites, online marketplaces, retailers, printed catalogs, distributors, their own self-service customer portals and more.

 

Marketers and product teams face a range of new challenges to keep product data organized and up-to-date across all these online and offline channels to reduce negative customer experiences and improve organizational performance in areas like go-to-market timelines for new products. Learn how a PIM can help to:

3:00 – 4:00 PM

Speaker | Steve Stallings

Dynamics 365 Supply Chain Management Capabilities

Do you purchase from overseas suppliers?  Do you have to contend with long lead times and variability of supply arrivals?  Is finance blind to outstanding liabilities and commitments to brokers, forwarders, customs, and other services vendors until the actual invoices are received?

 

If so, come see the new Landed Cost module that addresses both of those business challenges with accurate lead time and cost estimates that get updated with actual data as goods are in-transit to your location, and well beyond their physical delivery.

 

Variability of supply lines has caused major disruptions for many companies.  Supply Chain Insights is in preview now and will be released soon to provide visibility into this changing environment and empower you to take actions to address supply issues.

Past Event Featured Dynamics Day Speakers

Clint Will

Sr. Partner Engagement Manager

Tobias Eld

Data Insights & Reporting Specialist

Dan Erasmus

Data Insights & Reporting Specialist

Chief Alliance Officer

Michael Oakes

CLOUD MIGRATION ARCHITECT

Brandon Nash

D365 FINANCE ARCHITECT

Caroline Mayou

power platform & CRM architect

Maurice Cohen

Supply Chain Solution Architect

Steve Stallings

3PL Billing Specialist

Are Your Ready for Dynamics Day 2023

We would love for you to join us!

Business Themes Covered

At Dynamics Day 2023, you can look forward to hearing keynote sessions and breakout sessions around the following themes and business challenges. 

Selecting Software With Microsoft Assistance

Learn how Microsoft allows businesses like yours explore new solutions and choose with great confidence based on a business case.

Maximize Accounting Efficiencies With Automation

Learn how automation can improve finance department efficiencies, increase compliance as well as optimize speed and accuracy,

3PL Transaction & Billing Automation

The Avantiico 3PL solution, paired with Microsoft software, encompasses the ideal cloud solution for 3PL businesses. Learn more about automating billing functions in the cloud.

Enable Supply Chain Productivity & Collaboration

Increase organizational agility, transform employee experiences and discover workforce insights in this comprehensive workshop.

Move to the Cloud: Dynamics 365 Upgrade

Looking to upgrade to Dynamics 365? Learn about the options surrounding the technical move to the cloud in this workshop.

Extend Dynamics 365 With Power Platform

Learn about the capabilities along with the tools and resources needed for extending Dynamics 365 applications using Microsoft's Power Platform.

Register for Dynamics Day

Request a free Dynamics 365 meeting

Discover how Avantiico helps you improve business processes, provide customers with a seamless experience and transform the way you do business.