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 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.

Classes:

AL Development for Business Central Power Users and ConsultantsLocation: TBA

CPE credits: 8

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

Accounting in Business Central/NAVLocation: TBA

CPE credits: 16

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

Around D365 in a Half-Day for D365 CE (CRM)Location: TBA

CPE credits: 8

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

  • TBD

Azure Management and MonitoringLocation: TBA

CPE credits: 8

Days:10/16

Learning Objectives

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

Instructors

  • Prashant Bhoyar

Become an Excel Pro!Location: TBA

CPE credits: 8

Days:10/16

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

Instructors

D365 Admin Black BeltLocation: TBA

CPE credits: 16

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

DAX and Power QueryLocation: TBA

CPE credits: 8

Days:10/15

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

Instructors

Data Models for Dynamics 365 Finance & Operations (AX)Location: TBA

CPE credits: 8

Days:10/16

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

Instructors

Deep Dives into Power Apps and Power AutomateLocation: TBA

CPE credits: 8

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

Designing and Deploying Sales Processes in Dynamics 365 CE (CRM)Location: TBA

CPE credits: 8

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

  • TBD

Development and Extension in Business CentralLocation: TBA

CPE credits: 16

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.

GP Power Tools for Dynamics GPLocation: TBA

CPE credits: 8

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

GP to BC MigrationLocation: TBA

CPE credits: 8

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

Implementing Fixed Assets for Business Central/NAVLocation: TBA

CPE credits: 8

Days:10/15

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

Instructors

Into The DataverseLocation: TBA

CPE credits: 8

Days:10/16

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

Instructors

  • TBD

Introduction to Advanced Analytics in Power BI Using R and PythonLocation: TBA

CPE credits: 8

Days:10/16

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

Instructors

Inventory and Manufacturing Costing in Business CentralLocation: TBA

CPE credits: 8

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

Management Reporter for all ERP ProductsLocation: TBA

CPE credits: 16

Days:10/15-10/16

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

Manufacturing in BC/NAVLocation: TBA

CPE credits: 24

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

Manufacturing in GPLocation: TBA

CPE credits: 16

Days:10/15-10/16

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

Instructors

Master Planning in Dynamics 365 AX 2012Location: TBA

CPE credits: 8

Days:10/16

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

Instructors

  • Nigel Cox

    Sr. Presales Solution Architect, Microsoft Solutions

  • Dan Perko

    Solutions Architect & Principal

New-to (GL & Bank Rec) for Dynamics GPLocation: TBA

CPE credits: 8

Days:10/16

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!

Instructors

Power BI Developer BootcampLocation: TBA

CPE credits: 8

Days:10/15

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

Instructors

Pre-Conference Dexterity Fundamentals for Dynamics GPLocation: TBA

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

Pre-Conference: CRM MasterclassLocation: TBA

CPE credits: 32

Days:10/13-10/16

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

Instructors

  • TBD

Pre-Conference: F&O MasterclassLocation: TBA

CPE credits: 32

Days:10/13-10/16

Learning Objectives

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

Instructors

  • TBD

Pre-Conference: GP Masterclass (formerly GP Basics)Location: TBA

CPE credits: 32

Days:10/13-10/16

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

Pre-Conference: Power Platform Masterclass (formerly Power Platform 101)Location: TBA

CPE credits: 32

Days:10/13-10/16

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

SQL Query Fundamentals I - Become a SQL HERO!Location: TBA

CPE credits: 16

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

SQL Server Reporting Services (SSRS) 101Location: TBA

CPE credits: 8

Days:10/15

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

Instructors

Security Overview for Dynamics 365 for Finance & Operations (AX)Location: TBA

CPE credits: 8

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

    Director of Software Engineering, Integrations

Security and Permissions in Business CentralLocation: TBA

CPE credits: 8

Days:10/16

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

Instructors

SharePoint ClassLocation: TBA

CPE credits: 8

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

  • TBD

The Art of Data Storytelling-How to Create the Perfect Data Narrative & Visualize it!Location: TBA

CPE credits: 8

Days:10/16

Learning Objectives

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

Instructors

Using Jobs in Business CentralLocation: TBA

CPE credits: 8

Days:10/15

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.

Instructors

Visual Studio BasicsLocation: TBA

CPE credits: 8

Days:10/15

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

Instructors

  • Lucas Diaz

    Vice President - Member Board Of Directors

Warehouse Management Systems 101 for Dynamics 365 Finance & Operations (AX) Location: TBA

CPE credits: 8

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

Warehousing in Business CentralLocation: TBA

CPE credits: 24

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
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