Academy at Summit

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.

 

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 2023 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.

Academy Registration has closed for most courses.
Please check the tickets on the right hand side for available training classes.
On-site registration will not be available for Academy.

Sponsored by

Classes:

BC: AL Development for Business Central Power Users and Consultants

Location: TBACPE credits: 8Prerequisites: Working knowledge of: Dynamics NAV or Dynamics 365 Business Central and its object types. Some knowledge of C/AL and C/SIDE or other programming languages is a plus. All students must bring a laptop on which Visual Studio Code and other applications can be installed (check with your IT department for these permissions).Advance Preparation: NoneProgram Level: Beginner/IntermediateDelivery Method: Group LivePrice: $1,000.00

Days:10/15

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

Instructors

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BC: Accounting in Business Central/NAV

Location: TBACPE credits: 16Prerequisites: Basic knowledge of accounting, purchase and sales invoice processes and bank transaction processing in ERPAdvance Preparation: NoneProgram Level: Beginner/IntermediateDelivery Method: Group LivePrice: $1,500.00

Days:10/15-10/16

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

Instructors

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BC: Development and Extension in Business Central

Location: TBACPE credits: 16Price: $1,500.00

Days:10/15-10/16

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.

Instructors

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BC: GP to BC Migration

Location: TBACPE credits: 8Prerequisites: Basic Accounting KnowledgeAdvance Preparation: NoneProgram Level: BeginnerDelivery Method: Group LivePrice: $1,000.00

Days:10/16

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

Instructors

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BC: Inventory and Manufacturing Costing in Business Central

Location: TBACPE credits: 8Price: $1,000.00

Days:10/16

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

Instructors

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BC: Manufacturing in BC/NAV

Location: TBACPE credits: 24Price: $2,000.00

Days:10/13-10/15

Learning Objectives

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

Instructors

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BC: Warehousing in Business Central

Location: TBACPE credits: 24Prerequisites: NoneAdvance Preparation: NoneProgram Level: BasicDelivery Method: Group LivePrice: $1,500.00Field of Study: Production

Days:10/14-10/16

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

Instructors

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CE: Around D365 in a Day for D365 CE (CRM)

Location: TBACPE credits: 8Prerequisites: NoneAdvance Preparation: NoneProgram Level: BeginnerDelivery Method: Group LivePrice: $1,000.00

Days:10/15

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

Instructors

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CE: D365 Admin Black Belt

Location: TBACPE credits: 16Price: $1,500.00

Days:10/15-10/16

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

Instructors

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D365 F&O: Master Planning in Dynamics 365 Finance and Operations

Location: TBACPE credits: 8Prerequisites: Basic knowledge of D365 F&O Navigation, Basic knowledge of Trade and Logistics, i.e. Sales orders and Purchase orders etc.Advance Preparation: NoneProgram Level: IntermediateDelivery Method: Group LivePrice: $1,000.00

Days:10/16

Learning Objectives

  • How to set up, configuration, exceptions and best use D365 Master Planning including what’s changed from traditional Master Planning and D365 optimized Master Planning
  • Out of the box demand planning and best practices for daily planning including DDMRP Demand Driven MRP inside of Optimized Planning
  • Priority planning (who gets limited/disrupted supply) and expediting tricks of the trade
  • How to best use all this in your company to maximize customer service at least cost and least money tied up in inventory

Instructors

  • Nigel Cox

    Sr. Presales Solution Architect, Microsoft Solutions

  • Dan Perko

    Solutions Architect & Principal

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D365 F&O: Security Overview for Dynamics 365 for Finance & Operations (AX)

Location: TBACPE credits: 8Prerequisites: Basic knowledge of AX/D365 system. Participants should bring their laptops with D365 FO development environment installed.Advance Preparation: NoneProgram Level: BeginnerDelivery Method: Group LivePrice: $1,500.00

Days:10/16

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

Instructors

  • Alex Meyer

    Senior Manager in Business Application Solutions

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D365 F&O: Warehouse Management Systems 101 for Dynamics 365 Finance & Operations (AX)

Location: TBACPE credits: 8Prerequisites: Basic knowledge of D365 F&O Navigation, Basic knowledge of Trade and Logistics, i.e. Sales orders and Purchase orders etc.Advance Preparation: NoneProgram Level: BeginnerDelivery Method: Group LivePrice: $1,000.00

Days:10/15

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

Instructors

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GP: GP Masterclass (formerly GP Basics)

Location: TBACPE credits: 16Prerequisites: NoneAdvance Preparation: NoneProgram Level: Beginner/IntermediateDelivery Method: Group LivePrice: $1,500.00

Days:10/15-10/16

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).

Instructors

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GP: GP Power Tools for Dynamics GP

Location: TBACPE credits: 8Prerequisites: Basic understanding of navigation and administration of Microsoft Dynamics GP. Attendees will need a laptop with SQL Server and Microsoft Dynamics GP (preferably latest version) locally installed (check with your IT department for admin permissions). Only sample company is needed. Advance Preparation: NoneProgram Level: BeginnerDelivery Method: Group LivePrice: $1,000.00

Days:10/15

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

Instructors

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GP: Manufacturing in GP

Location: TBACPE credits: 16Price: $1,500.00

Days:10/15-10/16

Learning Objectives

  • Learn how to set up and fine-tune MRP and PO Generator
  • Understand WIP - identify the financial impacts of Manufacturing setups and transactions
  • Learn how to efficiently maintain BOMs and explore the ways your Bill of Material can improve your Picklist
  • Unlock the power of the Routing
  • Discover the best reports and inquiries for manufacturing and learn some tips to make your life easier
  • Discuss troubleshooting techniques, creative configurations, get your burning questions answered

Instructors

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GP: Pre-Conference Dexterity Fundamentals for Dynamics GP

Location: TBAPrerequisites: Strong working knowledge of Dynamics GP - Inventory and a basic understanding of terms and processes within the manufacturing industry.Advance Preparation: NoneProgram Level: Beginner/IntermediateDelivery Method: Group LivePrice: $2,700.00

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)

Instructors

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PP: Building next-gen Apps with Azure OpenAI, ChatGPT, and Microsoft Power Platform

Location: TBACPE credits: 8Price: $1,000.00

Days:10/15

Learning Objectives

  • Understand how to use Azure OpenAI services and ChatGPT with services like Power Apps, Power Virtual Agents, Power Automate, Power Pages, and Power BI
  • Understand how fusion teams can take advantage of Azure OpenAI, ChatGPT, and Microsoft Power Platform
  • Gain a working knowledge of Azure OpenAI, ChatGPT

Instructors

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PP: Deep Dives into Power Apps and Power Automate

Location: TBACPE credits: 8Price: $1,000.00

Days:10/16

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)

Instructors

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PP: Introduction to Power BI, Data Modeling, and Data Analysis

Location: TBACPE credits: 16Prerequisites: Basic understanding of ERP systems and familiarity with data analysis concepts. Participants should bring their laptops with Power BI Desktop pre-installed for the hands-on exercises.  Guidance will be provided ahead of time for installation instructions.Advance Preparation: NoneProgram Level: BeginnerDelivery Method: Group LivePrice: $1,500.00

Days:10/15-10/16

Learning Objectives

  • Understand the fundamentals of Power BI: Gain a solid understanding of the Power BI ecosystem, its components, and how to navigate the Power BI interface. This includes connecting and transforming ERP data.
  • Create data models: Develop data models using Power BI Desktop, utilizing relationships, measures, and calculated columns to establish meaningful relationships between tables and enhance data analysis capabilities.
  • Visualize data: Master the art of creating compelling visualizations in Power BI, using various chart types, custom visuals, and interactive features to effectively communicate insights from your data. This includes getting started on data analysis, not just looking at “What” happened, but determining “Why” it happened.

Instructors

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Universal: Developing Dynamics 365 and Power Platform Solutions with Visual Studio

Location: TBACPE credits: 8Price: $1,000.00

Days:10/15

Learning Objectives

  • Understand the basic features and layout of the Visual Studio development environment as it pertains to both Dynamics 365 Finance and Supply chain as well as the Power Platform and Dynamics 365CE.
  • Learn the basics of how to create and manage a projects in Visual Studio for the Dynamics 365 Suite.
  • Learn how to use the code editor, debugging tools, and other features of Visual Studio in Dynamics 365.

Instructors

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Universal: SQL Query Fundamentals I & II - Become a SQL HERO!

Location: TBACPE credits: 16Price: $1,500.00

Days:10/15-10/16

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.

Instructors

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Universal: SharePoint, Teams, OneDrive, Viva and More – Getting the Most Out of Microsoft 365

Location: TBACPE credits: 8Price: $1,000.00

Days:10/16

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

Instructors

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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.

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

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

Refunds and Cancellations: Requests for refunds must be received in writing by September 13, 2023 and will be subject to a cancellation fee. No refunds will be granted after September 13, 2023. For more information regarding refund, complaint, and/or program cancellation policies please contact us at [email protected].

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