Academy at Summit

Academy at Summit

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

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 2022 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.

2022 Classes
Select a course for more info

Microsoft Power Platform 101Room: Orange Blossom

Days: Sunday 1:00 PM - 5:00 PM (Lunch not provided) Monday 8:00 AM - 5:00 PM (Lunch provided)

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
Instructors
 

Microsoft SQL Query FundamentalsRoom: E3

Days: Sunday 1:00 PM - 5:00 PM (Lunch not provided) Monday 8:00 AM - 5:00 PM (Lunch provided)

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.
Instructor

Microsoft Dynamics GP (ERP) BasicsRoom: E5

Days: Sunday 1:00 PM - 5:00 PM (Lunch not provided) Monday 8:00 AM - 5:00 PM (Lunch provided)

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)
Instructor

Introduction to Warehousing in Microsoft Business Central (SMB ERP)Room: E1

Days: Sunday 1:00 PM - 5:00 PM (Lunch not provided) Monday 8:00 AM - 12:00 PM (Lunch not provided)

We'll review:

  • Warehousing setup: locations, bins, bin contents, stockkeeping units
  • Basic warehousing transactions: Inventory putaways, 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

Instructor
Instructor

Microsoft Power Apps, Power Automate, and Power BI IntegrationRoom: Coastal B

Day: Monday 9:00 AM - 1:00 PM (Lunch provided)

Learning Objectives:

  • Understand how to integrate Power BI with Power Automate
  • Understand how to integrate Power Apps and Power Automate
  • Understand how Power Virtual Agents and Power Automate work together

Instructor

Security Overview of Dynamics 365 Finance & Operations / AX (ERP)Room: Coastal C

Day: Monday 9:00 AM - 1:00 PM (Lunch provided)

Learning Objectives:
Understand D365FO security model and its effect on user licensing

  • Break down of the Dynamics 365 Finance & Operations (F&O) / AX (ERP) security model and its effect on user licensing:
  • 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
  • The least privilege security principals, utilization, and impacts
  • Set up best practice security management and maintenance

Instructor

Distribution Modules for Dynamics GP (ERP)Room: Coastal D

Day: Monday 8:00 AM - 12:00 PM (Lunch not provided)

Learning Objectives:

  • Where your data is located and the process flows within Dynamics GP (ERP)
  • Best use of the pre-built views that come with Dynamics GP for effortless reporting
  • Altering the out-of-the-box Excel Refreshable Reports and how to make them your own
  • Deploying data views in a variety of tools like Excel, Power BI, SQL Server Reporting Services (SSRS), and SmartList

Instructor

Data Models for Dynamics 365 Finance & Operations /AX (ERP)Room: Coastal 8

Day: Monday 8:00 AM - 12:00 PM (Lunch not provided)

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

Instructor

Around Dynamics 365 Customer Engagement (CRM) in a Half-Day: Apps, Features, & FunctionsRoom: Coastal 9

Day: Monday 8:00 AM - 12:00 PM (Lunch not provided)

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

Instructor

New to Dynamics GP (ERP): The "Ins & Outs" of the General Ledger (GL) & Bank ReconciliationRoom: Coastal 1

Day: Monday 8:00 AM - 5:00 PM (Lunch provided)

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!

Instructor

Full-Day Deep Dive into the Microsoft DataverseRoom: Coastal 3

Day: Monday 8:00 AM - 5:00 PM (Lunch provided)

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

Instructor

Hands-on Training with Microsoft's Real-Time Financial Reporting for Dynamics ERP ApplicationsRoom: Coastal 4

Day: Monday 8:00 AM - 5:00 PM (Lunch provided)

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.

Instructors
 

Master Planning & Production Scheduling Overview in Dynamics 365 AX 2013 (ERP)Room: Coastal 6

Day: Monday 8:00 AM - 5:00 PM (Lunch provided)

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
  • How to handle generated planned orders

Instructors
 

GP Power Tools for Dynamics GP (ERP)Room: Coastal 7

Day: Monday 8:00 AM - 5:00 PM (Lunch provided)

Learning Objectives:

  • Installing Dynamics GP Power Tools
  • Setting up Dynamics GP Power Tools to get the most out of it
  • Overview of the 4 modules: System Features, Administrator Tools, Developer Tools, and Database Tools

Instructor

Self-Service Reporting Fundamentals for Dynamcis GP (ERP) AccountantsRoom: E2

Day: Thursday 8:00 AM - 12:00 PM (Lunch not provided)

Learning Objectives:

  • Learn how purchase order processing (POP), sales order processing (SOP), and Inventory interact with each other
  • Learn how to link a Purchase Order (PO) to a Sales Order (SO) to control costs, along with how to ship a Sales Order with a Purchase Order
  • Learn the tools needed to keep your data clean and fast
  • Learn the out-of-the-box reporting tools for SOP, POP and Inventory

Instructor

Warehouse Management Systems (WMS) 101 for Dynamics 365 Finance & Operations / AX (ERP)Room: E3

Day: Thursday 8:00 AM - 12:00 PM (Lunch not provided)

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

Instructor

Designing and Deploying Sales Processes in Dynamics 365 CE (CRM) Room: E4

Day: Thursday 8:00 AM - 12:00 PM (Lunch not provided)

Learning Objectives:

  • Understand the full range of sales techniques and tools available to Dynamics 365 sales and marketing users - and prioritize them for your organization
  • Develop (or refine) your sales process and take home a workbook to engage your team in sales process design
  • Improve sales by engaging your team in developing better metrics and planning/tracking activities

Instructor

Creating Awesome Reports with SmartList Builder for Dynamics GP Room: E5

Day: Thursday 8:00 AM - 12:00 PM (Lunch not provided)

Learning Objectives:

  • Able to create new SmartList Reports in SmartList Builder using several templates and pre-existing items
  • Learn how to setup Restrictions and Calculated Fields
  • Learn how to use SmartList Build for Summary and Multi-Company Reports

Instructor

Implementing Fixed Assets for Microsoft Business Central / NAV (SMB ERP)Room: Coastal A

Day: Monday 8:00 AM - 12:00 PM (Lunch not provided)

Learning Objectives:

  • How to set up the overal fixed assets structure within Business Central
  • Understand how to track and manage fixed assets
  • Walk through the 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

Instructor

Dexterity Development Fundamentals for Dynamics GP (ERP)Room: Caribe

Day: Monday 3:00 PM - 7:00 PM

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)

Instructor

Security and Permissions Configurations in Microsoft Business Central (SMB ERP)Room: Coastal A

Day: Thursday 8:00 AM - 12:00 PM (Lunch not provided)

Learning Objectives:

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

Instructors
 
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