Academy at Summit

Learning Objectives

• Learn to set up Visual Studio and associated programs needed to create custom development.
• Learn how to create the most commonly-used customizations

Learning Objectives

• Understand BC Chart of Accounts, Dimensions and Posting Groups, Learn Journal Entry Processing
• Understand Vendor Master, Purchase Orders-Invoice-Credit Memo Processing and Process Enhancers
• Understand Customer Master, Sales Quotes-Orders-Invoices-Credit Memo Processing and Pricing
• Understand Vendor and Customer Payments, Bank Reconciliations and Period Closing

Learning Objectives

• Fast-paced demo of the latest Dynamics 365 Customer Engagement (CE) (CRM) modules and features
• Tips and tricks for creating a demo that sparks the imagination of leaders and front-line users
• Other techniques for engaging your team in re-imagining Dynamics 365 CE (CRM)
• Dozens of bite-sized demo videos to review later and share with your team
• Get answers to your Dynamics 365 questions

Learning Objectives

• Understand the advantages Azure Data Lakes bring to D365.
• Demonstrate how to use Data Flows within the Power BI service.

Learning Objectives

• Learn tips to work more efficiently in Excel
• Identify common mistakes or processes and how to improve them
• Learn the best strategies to get the most out of Excel

Learning Objectives

• Understand Dynamics 365 System Settings
• Manage users & security roles
• Understand the Database Schema/Architecture
• Use the query tool to perform multi-level searches
• Setup & Manage Outlook & Exchange Integration
• Setup & Manage Sharepoint Integration
• Create & Manage Templates (Email and Document)
• Basic System Customization (Fields & Screens)
• Manage Dynamics 365 Environments (production/sandbox)
• Perform proactive and preventative maintenance

Learning Objectives

• Connect, shape and transform data from a wide range of sources using Power Query
• Create a data model based on the underlying data using using database methods in Power Pivot
• Create columns and measures using the DAX formula language for advanced analysis and insight
• Explore trends using Pivot Tables, charts, slicers, cube functions & dashboards in Excel
• Design an interactive dashboard using Power BI
• Learn Microsoft's most important Business Intelligence tools in 1 course

Learning Objectives

• Overview of the key changes to the Dynamics AX 2012 data model
• Learn to utilize the data model tools and best practices for Dynamics AX 2012
• Understand the impacts to the core system

Learning Objectives

• Understand the capabilities of PowerApps and Automate and how it can apply to your work
• Learn how to write complex expressions for PowerApps and Automate
• Learn about application lifecycle management (ALM)

Learning Objectives

• Set up your own Advanced Warehouse and process transactions in that warehouse
• Create your own Warehouse and Locations, then set up and process Inbound, Outbound, and Inventory management functions
• Leave with the confidence to set up basic Advanced Warehousing for any company's needs

Learning Objectives

• Setting up the Development Environment
• Customizing in BC: Creating Fields, tables, and extending existing functionalities.
• Integrating in BC: Utilizing Tables, Pages, Code Units, etc. to integrate Business Central to other solutions. Creating extensions.
• Understanding BC architecture
• Advanced Development in BC: Custom Reports and solutions, APIs, etc.

Learning Objectives

• Installing Dynamics GP Power Tools
• Setting up Dynamics GP Power Tools to get the most out of it
• Overview of the four modules: System Features, Administrator Tools, Developer Tools, and Database Tools

Learning Objectives

• Learn Business Central Basics including all functionality other than Manufacturing
• Learn how to find the GP Data needed and move it successfully into BC including how to make sure you are not missing anything.
• Learn the myriad data-movement tools between BC and GP, but the class will focus on out of the box functionality in both BC and GP

Learning Objectives

• How to set up your assets in the system with overall structure of tracking and managing Fixed Assets
• Walk through setup options and procedure to ensure all the elements of your assets are included.
• Demonstrate options for importing the data for your Fixed Assets, including key values and depreciation schedules

Learning Objectives

• How to build a low-code/no-code Issue Reporting App for Microsoft Teams
• How to create a lightweight model-driven app for Dynamics 365 Sales (CRM)
• Get started with Microsoft Power Pages to create a customer self-service portal
• How to build a financial forecasting app using Power Apps to extend Dynamics 365 Sales functionality

Learning Objectives

• Understand how Power BI interacts with R and Python
• Going beyond historical data analysis and performing advanced and predictive analytics
• Learn how to use R / Python in Power BI and Power Query

Learning Objectives

• Learn how each costing method (LIFO, FIFO, Average, Standard and Specific) functions.
• Understand the flow of costs their relationship to item ledger entries and value ledger entries as purchase, sales, transfer and manufacturing transactions are processed.
• Understand how item charges change the cost landscape for an item and what expected cost really me

Learning Objectives

• Gain administrative knowledge of Management Reporter’s navigation for report design and analysis.
• Learn how to build trial balance statements and income statements.
• Learn how to use Management Reporter’s Build Blocks to build flexible statements and reports.
• Learn how to effectively and easily distribute reports to users.

Learning Objectives

• Understand the basics of manufacturing
• Understand the financial impacts for setups and transactions
• Understand best practices for living in peace and harmony

Learning Objectives

• Discover 4 ways your Bill of Material can improve your Picklist
• Learn how to efficiently maintain BOMs
• Unlock the power of Op Codes in the Routing
• Learn how to add misc. costs to the Manufacturing Order
• Discuss Labor cost options
• Explore 3 report tips that will make your life easier

Learning Objectives

• Gain an understanding of the theory and drivers behind Master Planning.
• Understand the options, effects, issues, and solutions regarding the setup of Master Planning and Production Scheduling in Dynamics AX.
• Master planning overview
• Create, set up, and process Master plans, coverage groups, item coverage, and forecast models
• Set up and understand period allocation keys and reduction keys

Learning Objectives

• Understand the basics of General Ledger (GL) usage
• Discuss the Chart of Accounts logic
• Cover the “in’s and out’s” of banking
• Answers to the many questions you have!

Learning Objectives

• Understand how to use PowerBI and its capabilities
• Create intelligence reports with Power BI
• Learn about properties and elements on a Power BI Dashboard
• Understand the variety of visual charts available in PowerBI
• Use visual formatting in Power BI to create selections and layers
• Learn about data modeling to connect to multiple raw data sources from Power BI
• Discover M Language and Power * Query for advanced use cases in Power BI

Learning Objectives

• The basics of development in Dexterity (standards-based programming language)
• How to best add and modify existing functionality
• Developing add-on applications to expand the capabilities within Dynamics GP (ERP)

Learning Objectives

• Understand the value and capability of Microsoft Dynamics CRM
• Explore the 5 component apps that make up CRM
• Get the knowledge and resources you need if you were interested in taking the MB-910 Exam

Learning Objectives

• Students will have basic overview of Microsoft Dynamics 365 Finance & Operations
• Students will have basic overview of Microsoft Dynamics 365 development.

Learning Objectives

• Understand the basics of Microsoft Dynamics GP
• How to create & setup Vendors and General Ledger (GL) accounts.
• Understand how to review and post for Accounts Payable (AP).

Learning Objectives

• Gain an understanding of Microsoft Power Platform applications
• Understand when to use Canvas and Model-Driven Power Apps
• Add a Power Automate flow to a Power App
• Build a Power Virtual Agent chatbot in Microsoft Teams

Learning Objectives

• Building SQL statements to retrieve useful information from the database.
• Gain an in-depth understanding of relational database structures
• Discover how to use SQL to effectively retrieve data, create calculated fields, and use aggregate functions.

Learning Objectives

• Understand the use of datasets and data sources using SQL Views and Stored Procedures
• Be able to create SSRS reports that include grouping and totaling along with charts and graphs.
• Understand how linked reports are structured.
• Be able to create and customize report subscriptions so that reports can be automatically delivered.
• Understand the security & permissions issues associated with using SSRS

Learning Objectives

• Set up security from either the user interface or Application Object Tree (AOT) and understand the implications of both methods
• The tools, features, and resources available from a security perspective
• Set up best practice security management and maintenance using the least privileged security principals

Learning Objectives

• Proper setup of security permissions and administration in Microsoft Business Central
• Optimization of the security setup for easy, ongoing maintenance
• Implementing necessary controls for successful audits

Learning Objectives

• SharePoint Sites, Team Sites, Communications Sites, Hub Sites, and Home Sites –what they are, when to create them, and how to integrate them.
• All about Viva— Integrations, Connections, Learning, Insights, and Topics
• The basics of security for SharePoint and Microsoft Teams

Learning Objectives

• Develop strategies to visual data in meaningful ways
• Understand how to navigate data and parse through qualities of data

Learning Objectives

• Understand the difference between purchasing for a Job and using a Job Journal to update the Job.
• Learn the difference between posting WIP per Job Ledger Entry and posting WIP per Job.
• Understand what G/L Accounts to use in Job Posting Groups.
• Learn how to reconcile WIP to the General Ledger.

Learning Objectives

• Learn why you want to use VS Code, even as a beginning coder.
• Learn how Visual Studio works and works with Microsoft Dynamics

Learning Objectives

• Set up your own Advanced Warehouse and process transactions in that warehouse
• Create your own Warehouse and Locations, then set up and process Inbound, Outbound, and Inventory management functions
• Leave with the confidence to set up basic Advanced Warehousing for any company's needs

Learning Objectives

• Warehousing setup: locations, bins, bin contents, stockkeeping units
• Basic warehousing transactions: Inventory put aways, picks and movements
• Advanced warehousing transactions: Warehouse Receipts, Warehouse Shipments, directed pick and put away, cross-docking
• Mobile data-capture options: How best to implement mobile devices to streamline warehouse operations