Microsoft Dynamics 365 Seminar

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Come learn about how Microsoft innovations in Dynamics 365, Power BI, PowerApps and Microsoft AI are powering companies drive major transformations in companies like yours.


100 Maximum


August 15th 2019



10+ Professionals

About the Microsoft Dynamics 365 Seminar

Come discover what is possible in the Microsoft Cloud and see how your business can get started. The seminar is designed to equip you and your team with the knowledge and tools necessary for your business to stay a future ready business. The sessions are geared towards showing you how Microsoft Dynamics 365 and the Microsoft Cloud can help you accelerate the speed of doing business by empowering your people to make smarter decisions, transform business processes faster, and drive your business growth.

Location: 13031 W Jefferson Blvd #200, Los Angeles, CA 90094

Bringing together industry experts to help you manage your business.

From IT specialists to CIOs, COOs, CFOs, & CEOs  – all of our 100 attendees are looking to stay on top of the latest Microsoft Technology trends.

Who Should Attend?

The seminar sessions and deeper dive tracks are geared towards ERP, CRM and technology decision makers as well as other Subject Matter Experts from across your business and IT teams. You should consider inviting team members from your Sales, Finance, Supply Chain, Quality and your Business Development Team to participate in our Dynamics 365 Seminar. If your organization is running on old ERP and sub-systems that are complex, inflexible, and impede your ability to innovate and grow, this seminar will provide overview sessions, inspiration and tangible information about how to move forward.

The Microsoft Dynamics 365 Seminar content is geared towards companies currently evaluating their current ERP systems as well as existing Microsoft Dynamics users looking to dive deeper into Microsoft Dynamics 365 capabilities and Microsoft PowerBI, Flow, IoT, AI and more.

Microsoft Dynamics 365 seminar Irvine
Microsoft Dynamics 365 seminar Irvine

Learning Objectives

All seminar sessions are designed to show you real live business examples and how your organization can benefit from Microsoft innovations across a number of business applications. You will leave with an overview how you can start improving your business with the capabilities of the Microsoft Cloud and Microsoft Dynamics 365 Enterprise Edition.

At the Microsoft Dynamics 365 Seminar, our Microsoft partners will show more examples of how the Microsoft ecosystem extends the standard capabilities with more out-of-the box solutions to accelerate your implementation. The presenters are Microsoft solution implementers and will answer any questions before, during and after the seminar. If you have a specific use-case you would like to discuss or see, please contact us before the seminar. 

Seminar Agenda

9:30Am - 10:45AM: avantiico & microsoft- Room: ZUMA 1&2

Welcome by Avantiico & Microsoft

Join the kick off to get a higher-level introduction to the Microsoft Dynamics 365 portfolio of solutions and apps. The first sessions is geared towards providing a foundational understanding of the end-2-end Microsoft product vision. The presentation will cover various Microsoft Dynamics applications, their general use cases, and provide information on the Common Data Service, Power Platform and how they enable the entire Microsoft ecosystem to work. 

Manufacturing, Finance, and Supply Chain Trends

• Latest Microsoft Technologies including Microsoft AI

• The future of business applications

Presentation Of A Speaker On The Stage

10:45Am - 11:00AM



Previews to Learning Tracks

In this 60 minutes session you learn more about the 5 seminar tracks with session and learning content relevant to most organizations. You pick your afternoon seminar session track based on 10 minute introduction sessions. This way you and your organization can send the right people to the right sessions.

  1. Dynamicweb – The future of Omnichannel and Ecommerce 
  2. Avalara – Game Changer: The impact of South Dakota v. Wayfair on sales tax compliance 
  3. Dyn365Pros – Marketing & Sales
  4. Avantiico – Microsoft Project Evergreen, how agile businesses live in the cloud. 
  5. Avantiico – Microsoft Dynamics 365 Upgrade/Migrate paths 
  6. Avantiico & Microsoft  – Artificial intelligence in Finance, Manufacturing and CRM 
  7. Microsoft – Next generation Financials, Supply Chain & Manufacturing

12:00Am - 1:00PM

Lunch & Networking

Meet Microsoft and Microsoft partner implementations specialists during the lunch break where you can discuss your technology and business projects  


Choose Your Break Out Sessions

Choose from different break out sessions outlined here or below

Meet Some of The Speakers

Attendees are looking to stay on top of the latest trends, meet their next client or partners, and connect with other people interested in the future of technology.

Michael Oakes

Principal Technical Architect, Avantiico

Business Analyst, CPA, Avantiico

Director, Avantiico

Maurice Cohen

Principal Architect, Avantiico

Eric Shuss

Principal Industry Analyst, Avantiico

Enterprise Sales Representative, Microsoft

Microsoft Howard Swerdloff

Technical Solution Professional, Microsoft

Dynamicweb Richard Lee

Product Evangelist, Dynamicweb

John Regan Avalara

Strategic Alliance Manager, Avalara

Dyn365Pros Ken Farmer

President, CEO, Solution Architect., Dyn365Pros

Partners & Sponsors

Our partners as well as Avantiico employees will be present before, during and after the seminar for any questions you may have. 

Break Out Sessions

Your Break Out Sessions are intended to create a learning track that is specific to your industry, your vertical and your challenges. 

TRACK 1 - Room: zuma 1
Dynamics 365 for Finance and Operations - Financials

In this 3 hour session track see demos and get a deeper understanding of the capabilities and new functionality in Microsoft Dynamics 365 for Finance and Operations. The sessions will be product and demo centric showing capabilities in a demo environment, allowing you to see examples, understand relevant capabilities and ask questions. 

Duing the session, typical customer business process cases will be presented, discussed and presented within the product. The discussion will focus on the following areas: 

  • Finance capabilities
    • General Ledger
      • Budgeting
      • Consolidations
      • Reporting
        • Standard Reports
        • Financial Reporter
        • Power BI – CFO Dashboard, embedded Power BI etc.
    • Cash and Bank Management
    • Accounts Payable
    • Accounts Receivable
    • Expense Management
  • How to setup a multi-company organization rollout
  • Chart of Accounts
  • Security

Customer challenges

  • Doing the sessions, the presenters will show how customer challenges can be addressed with Microsoft Dynamics 365.
  • If you have an specific issue or challenge you would like us to address doing this session, please reach out to


This 3 hour session track is geared towards existing users of on-premise Microsoft Dynamics as well as new users of Microsoft Dynamics 365. Join this technical track to learn about how your organization can approach an Upgrade/Migration and get an overview of various technical and project management paths to move from your current version of Microsoft Dynamics AX to Microsoft Dynamics 365 Finance and Operations.

The presentation covers: 

  • Data Migration options from Dynamics AX to Dynamics 365 
  • Upgrading code and data from AX 2012 to D365 
  • Customizations: The Microsoft One Version Model 
  • How to handle integrations 
  • Dynamics 365 licensing incentives for existing AX customers 

As part of the upgrade seminar track, the Project Evergreen session provides existing, new and upcoming Microsoft Dynamics 365 users with an overview of how the monthly and bi-annual Microsoft update model works. In addition, you organization will learn how the update cadence effects your policies as well as how to benefit from ongoing updates. This presentation will outline:

  • Why Microsoft chose to make these changes and how will it impact your Independent Software Vendors (ISV’s)
  • The key changes to the Finance and Operation support policys
  • What can your organization expect from the they update cadences 
  • How to validate changes in the yearly updates
  • How you must adapt to new testing requirements in order to insure a smooth update
  • What it means to be live in the Microsoft Cloud
  • How to capitalize on new Dynamics 365 capabilities and their scalability as your organization grows
  • Security and disaster recovery
  • Data management
  • Exploring the different Microsoft Dynamics 365 Support Plans


This 3 hour seminar track provides you with overview as well as a deeper look at the Microsoft AI ERP functionality of Finance and Operations (other than Supply Chain and Manufacturing will be addressed in the following session).

The session presentation and examples will focus on the following areas:

  • What is AI and what is possible today
  • Microsoft’s AI Roadmap
  • Your Organizations AI Journey with Microsoft Dynamics 365 in manufacturing
    • How 3D Printing Is Used in Today’s Manufacturing Landscape
    • Intelligent Planning
    • Robots
    • Automation
  •  AI in Finance
  •  AI in Logistics and Transportation
  •  AI and Avatars in Customer Service Landscape
  •  AI in CRM


This 3 hour session track provides attendees with a deeper look at the Dynamics 365 Finance and Operations Supply Chain processes and the subsequent Manufacturing processes for lean, discrete and process manufacturers. The presentation will demonstrate: 

  • How your your organization can take your supply chain and manufacturing to the next level:
    • Process the order
    • Delivery date control
    • Run Master Planning to look at outstanding orders, Bill of Materials (BOM’s) for items produced and create orders for fulfillment
    • Create planned orders
    • Purchase orders automatically generated for BOM components if not available
    • Production orders generated for finished good items that are produced
    • Transfer inventory orders for materials that are procured if not available in current warehouse
    • Scheduler reviews and confirms orders
    • Scheduling to sequence production orders
    • Taking orders and process them based on components in BOMs
    • Warehouse Management
    • Workers put away finished goods
    • Picking for Sales Orders
  • Transportation Management
    • Load planning
    • Rating and routing

Track 5 - room: malibu
sessions by: Dyn365Pros, DynamicWeb & Avalara

This 3 hour session track is geared towards attendees working across your marketing, customer sales, e-commerce and sales tax teams.  

Join this track to learn about how your organization can improve your sales processes and customer feedback loop, how to build a next generation integrated e-commerce platform and managing your sales tax as your e-commerce footprint grows. The sessions provide a deeper look at the many out of the box Microsoft Dynamics 365 omnichannel and ecommerce opportunities. In this section you will also get an introduction to how you can take control of your sales taxes across states. The presentation will demonstrate: 

(60 min) Dyn365Pros

    • Dynamics 365 for Customer Engagement: Sales Hub
    • Microsoft Forms Pro
    • Dynamics 365 AI for Sales
    • Dynamics 365 AI for Customer Service
    • Microsoft Power Platform: PowerApps, Power BI & Microsoft Flow

(60 min) Dynamicweb

    • Why you need to pay attention to Unified Commerce?
    • 5 reasons why you should integrate your CRM with your website?
    • How to increase conversion rates with a Configurator on your site
    • Usage of AI in customer cases

(60 min) Avalara – GAME-CHANGER: The impact of South Dakota v. Wayfair on Sales Tax Compliance

For companies who sell across state lines, the ruling creates exponentially more nexus. The increased burden could overwhelm your compliance process, and create audit risk! 

    • The recent Supreme Court / Wayfair ruling impacts companies who sell into multiple states.
    • Are you up to speed on “economic nexus” and your new tax obligations?
    • Does your post-Wayfair compliance strategy include process automation?
    • Do you have sales tax liability in states that you weren’t obligated to before?
    • How will you handle the new compliance requirements?
    • Are you at potential risk in an audit?

About the Avalara presenter​ John Regan: 

As an award-winning technology solution advocate, John has worked with Toshiba, Infiniti and CBS. Now with Avalara, John is focused on a fundamental, yet often-overlooked business process – sales tax compliance. Working in partnership with Avantiico and other technology VARs, John is making sales tax less taxing!

Seminar Details


Microsoft’s Playa vista office 13031 W Jefferson Blvd #200, Los Angeles, CA 90094

Date & Time

August 15, 2019 | 09:30 AM - 4:00 PM PST

Happy Hour

Happy hour bar will be hosted at Whiskey Red' 5 minutes away from Microsoft’s Playa Vista location.

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