Price: $1,600

Days: Oct 18 Location: CPE credits: 16 Learning Objectives:

• Set up a Development Environment and Publish Extensions for Dynamics 365 Business Central
• Understand the Business Central Architecture as a foundation for creating extensions
• Create New and Extend existing Table and Page Objects in Dynamics 365 Business Central

*** This is a two-day Academy course. Registration only available for both class days. ***

AL is the programming language used to develop and enhance the capabilities of Microsoft's Dynamics 365 Business Central enterprise resource planning (ERP) system. Join us on a journey to explore the creation and development of solutions powered by Business Central. This two-day session aims to provide a fundamental understanding of AL programming and how to extend the functionality of Microsoft Dynamics 365 Business Central.

This session will take you on a journey that encompasses

• Setup a Development Environment
• Overview of Business Central Architecture - Learn about the different components that make up a typical extension
• Extend Business Central with Table and Page Extensions
• Develop a solution within Business Central using Tables, Pages, Codeunits, and Reports

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 16

Prerequisites: Laptop running Microsoft Windows 10 or 11, Application and configuration rights on your laptop, Visual Studio Code, Access to a Business Central Online Sandbox Environment

Advanced Preparation: Basic understanding of Microsoft Dynamics 365 Business Central

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 18 Location: CPE credits: 8 Learning Objectives:

• Understand Core Administrative Functions and Environment Management
• Apply Troubleshooting and Optimization Techniques
• Enhance Reporting and System Maintenance Capabilities

Join this 1 Day session to gain a comprehensive understanding of the top tips & tricks on fundamentals for effectively managing, troubleshooting, and administering Dynamics 365 Business Central. Designed for administrators, IT professionals, and super users, this session explores critical topics such as environment setup, user permissions, performance optimization, and job queue automation. Attendees will learn practical strategies for configuring core settings, customizing reports and queries, managing updates and extensions, and ensuring data security and best practices. With a blend of foundational knowledge and actionable tips, you’ll leave equipped to maintain a robust Business Central environment, resolve common issues, and leverage tools like Power Platform for enhanced efficiency.

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: None

Advanced Preparation: Access to a Business Central Sandbox environment.

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 18 Location: CPE credits: 8 Learning Objectives:

• Learn how to get started creating simple Agents in Copilot Studio.
• Understand the ready-to-customize Copilot Studio templates for both learning and production.
• Discover how to build custom actions using no-code/low-code Power Automate flows.

Get hands-on experience in building custom Copilot Agents using Copilot Studio. In this session, you'll create four Copilot Agents, ranging from simple to sophisticated. This workshop is ideal for beginners or those who have only built basic Copilot Agents and want to dive deeper, improve their skills, and expand their knowledge of Copilot Studio. You'll build these four Copilot Agents interactively:

• Agent 1 - Customer Service Knowledge Library: Rapidly build an agent using point-and-click and no-code. Train the agent on data from SharePoint, public websites, and uploaded documents to make an immediate impact on a customer service team. Customize the Copilot with a unique personality and custom answers.

• Agent 2 - Corporate Travel Policies and Support: Use the ready-to-customize Safe Travels Copilot template to answer corporate travel questions based on your standard operating procedures and publicly available information. Customize the Copilot to include branching and generative AI reasoning.

• Agent 3 - Awards and Recognition: Use the ready-to-customize Awards and Recognition Copilot template to streamline the process of nominating and recognizing employees for their contributions and achievements. Learn how to connect a Copilot agent to the Dataverse and a Power App, and extend the agent with both structured and generative actions.

• Agent 4 - Project Summary: Create a complete Copilot Agent from scratch, including building a custom action using Power Automate. You'll connect to a Dataverse table, retrieve and summarize data using a Power Automate action, and learn to use generative capabilities to return answers in different formats depending upon the user query.

Step-by-step guidelines and short tutorial videos will be provided by the instructors. You'll be able to build the Copilots during the class and reference the training guides and videos afterward.

Please note that the available features and templates for Copilot Studio are rapidly evolving. C5 Insight may update the list of Agents based on newly emerging capabilities and will update the session description accordingly.

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: General familiarity with Microsoft 365 Copilot. Helpful but not required: a basic knowledge of Power Automate and the Dataverse.

Advance Preparation: Bring your PC. You may want to review this Microsoft Learn information: https://learn.microsoft.com/en-us/microsoft-copilot-studio/template-fundamentals

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 18 Location: CPE credits: 8 Learning Objectives:

• Implement effective change management strategies in Dynamics 365 F&O projects—focusing on communication, user training, and stakeholder buy-in—to drive organization-wide adoption and ensure smooth transitions post-implementation.
• Develop a proactive approach to staying current with the D365 One Version cadence—evaluating new features, managing opt-ins, and utilizing tools like Release Planner, LCS, and PPAC—to minimize disruptions and maintain a stable environment.
• Establish a robust foundation for quality and continuous improvement by setting up CI/CD pipelines in Azure DevOps and implementing comprehensive testing frameworks (e.g., RSAT, automated/manual testing, UAT) that safeguard business continuity and enhance

Agenda:

1. Navigating Change Management in D365 F&O Implementations (2 Hours)

• Key principles of effective change management during and post-implementation.

• Building buy-in across teams: strategies to communicate, train, and drive adoption.

• Real-life examples of successful change management processes in D365 F&O projects.

2. Managing Updates: Staying Ahead in D365 F&O (2 Hours)

• Overview of D365 One Version and update cadence.

• Tips to evaluate new features and manage feature opt-ins.

• Strategies to minimize disruptions during updates.

• Practical tools and resources to prepare for updates (e.g., Release Planner, LCS, and PPAC tools).

3. CI/CD for D365: A Roadmap to Continuous Improvement (2 Hours)

• Introduction to CI/CD concepts in the context of D365 F&O.

• An overview of what CI/CD pipelines are using Azure DevOps.

• Best practices for releasing changes incrementally and safely.

• The value of iterative development in driving business success.

4. Testing Strategies: Ensuring Quality in D365 F&O (2 Hours)

• Building a robust testing framework for customizations and updates.

• Automated testing tools: RSAT, Azure DevOps test plans, and others.

• How to balance automated vs. manual testing for maximum efficiency.

• Proactive approaches to user acceptance testing (UAT) and regression testing.


Key Takeaways for Participants:

• Empowering users to embrace change with confidence.

• Simplifying the process of managing updates and staying current.

• Leveraging CI/CD to maximize system performance and efficiency.

*** This course requires a separate registration from the Conference ***

Program Level: Intermediate

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: None

Advanced Preparation: None

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,600

Days: Oct 18 Location: CPE credits: 16 Learning Objectives:

• Master the Essentials – Learn how to configure key components such as work orders, service tasks, price lists, and scheduling to ensure a smooth Field Service deployment.
• Optimize Scheduling & Workflows – Explore best practices for using Resource Scheduling Optimization (RSO), manual vs. automated scheduling, and dispatching strategies.
• Advanced Field Service Operations – Master product inventory management, purchasing/returns, warranties, trades, NTEs, and mobility solutions to create a streamlined and scalable field service operation.

*** This is a two-day Academy course. Registration only available for both class days. ***

Field service management is complex, but D365 Field Service simplifies it—if implemented correctly. This 2-day interactive workshop will walk you through the entire setup process, from administrative configurations to advanced scheduling techniques and automation. Whether you're just getting started or looking to refine your existing deployment, this workshop will provide you with best practices to maximize efficiency.

💡 Key Topics Covered:
Setup & Core Functionality
Administrative Setup & Security Roles
Field Service Portal & Mobile App Configuration
Work Order Lifecycle: Creation, Management & Execution
Agreements, Entitlements & Pricing Models
Product Inventory & Purchasing/Returns Workflow
Advanced Features & Optimization
     Scheduling: Manual, Semi-Automated, AI-Based, & RSO
     Warranties, Trades, and Not-To-Exceed (NTE) Controls
     Field Service Mobility & Offline Capabilities
     Service-Level Agreements (SLAs) & Optimization Strategies
    Real-World Scenarios & Best Practices
     Setting up Copilot for Field Service

This workshop includes hands-on labs, real-world use cases, and interactive discussions to help you apply what you learn immediately.

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 16

Prerequisites: None, just the willingness to learn and participate

Advanced Preparation: Setup a trial of D365 Field Service, if possible, otherwise we will cover it in class

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 18 Location: CPE credits: 8 Learning Objectives:

• Learn to create a vision for AI and digital transformation in your organization.
• Discover the role of the C-suite in leading digital transformation projects.
• Understand the seven essential components for successful AI and digital workplace projects.

Over 100 business leaders participated in our 2 day session called "365 Leadership Summit" in September of 2025. This session is a condensed "greatest hits" version of the content that was presented and discussed with that group.

KEYNOTE PRESENTED BY AI: HOW AI IS RESHAPING EVERY JOB and BUSINESS
Presented by Ally Jameson (an AI)

When AI can hear, see, speak to you, proactively take action, and engage with other AI's, it will change everything about how we work, make decisions, and run our businesses.

In this eye-opening session Ally Jameson, C5 Insight’s AI, will take the stage as the first AI to deliver a session about AI. You will experience firsthand how AI is reshaping the way we work, make decisions, and run our businesses.

You'll walk away challenged to rethink your vision for the future of your business.

AI ROADMAP: CREATING A VISION FOR AI AND DIGITAL TRANSFORMATION
Presented by Tricia Desso-Cox

Between 40%-70% of digital workplace projects fail two or more times before finding success. Failure is a struggle across digital transformation initiatives including: customer experience, business intelligence, citizen development, or employee engagement.

But in the age of AI, the stakes are higher than ever before.

This session delivers an digital transformation and AI readiness planning framework for moving your project forward, getting it back on track, or starting a new project with the right foundation.

DIGITAL COMMUNICATION STRATEGIES: LEADING CHANGE ACROSS DISPERSED TEAMS
Presented by Geoff Ables

Research has revealed that, after creating a vision, internal communication is the most critical element of driving change within an organization. This session delves into how executives are effectively leading change, improving employee retention, and managing crises. It includes practical examples of how Microsoft 365 tools—such as SharePoint, Teams, Viva Engage, Viva Amplify, and Outlook—can by wielded by leaders to enhance internal communication strategies.

This session is designed for leaders seeking to enhance their communication acumen without delving into technical execution. By understanding the strategic applications of these tools, executives can drive engagement, maintain stability, and lead their organizations more effectively.

ENGAGE, EDUCATE, EMPOWER: CREATING A CENTER OF EXCELLENCE TO TRANSFORM YOUR BUSINESS
Presented by Traci Winter

Leaders in change management have found that establishing a Center of Excellence (CoE) for change initiatives can be a critical step in successfully driving changes in behavior, thinking, and culture.

CoEs have effectively driven change around CRM, digital modernization, six-sigma manufacturing, analytics and business intelligence, and citizen developers. They will be critical in driving the acceptance of Copilot and other AI into the workplace.

In this session you'll learn from the successes and struggles of businesses like Harley-Davidson, IBM, Kodak and more.

INTERACTIVE SESSION: PRIORITIZE YOUR NEXT STEPS
Facilitated by Tricia Desso-Cox and Traci Winter

In the afternoon you'll engage in a guided planning exercise - both solo and with your peers - to identify critical ideas for your business, and set priorities for next steps. Through expert facilitation you'll identify critical success factors, prioritize them, and plan out next steps for the first 30 days after your return to the office. You'll also be given an opportunity to prioritize your agenda for the remainder of Summit based on your strategic priorities and share learning objectives with other members of your team so you can maximize the remainder of your time at Community Summit.

RECAP: 7 HABITS OF TRANSFORMATION SUCCESS
Presented by Geoff Ables

Digital has transformed almost every business over the past 30 years. But, ready or not, emerging AI and Copilot capabilities will accelerate that process!

In this session, we will recap the 7 essential components that every successful AI and digital workplace project must have to prepare for the coming changes.

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: None

Advanced Preparation: None

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 18 Location: CPE credits: 8 Learning Objectives:

• Understand how Fixed Assets are set up
• Understand utilizing separate Depreciation Books for Book and Tax
• Understand options for posting Maintenance and which Report to use

By the end of the class, everyone will have successfully implemented Fixed Assets.  Exercises include budgeting for Fixed Assets, acquiring and depreciating Fixed Assets, posting maintenance, registering the Fixed Assets under Insurance Policies, and disposing of Fixed Assets under both the net and gross disposal methods. 

This class is ideal for the User who wants to dig deeper into the functionality of Fixed Assets in D365 Business Central.
This is a hands-on class that includes all the exercises that were taught to product implementers in the original Navision Academy Classes.
It is also a great class for functional consultants who want to know more than just the acquisition and depreciation functionality of Fixed Assets. Students will start with a company that has no setups for Fixed Assets.
 

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: None

Advance Preparation: Attendees should know how to log into a Business Central environment

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 18 Location: CPE credits: 8 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

This hands-on training class will provide Management Reporter administrators and users the knowledge they need to successfully build and utilize financial statements in Microsoft’s financial reporting and analysis solution. This class is led by an MSX Group Certified Instructor using MSX Group created training materials. All software is provided as the class utilizes a hosted Management Reporter environment.

Course Outline:

Chapter 1 – Introduction to Management Reporter
Chapter 2 – Building Trial Balance Statements
Chapter 3 – Building an Income Statement
Chapter 4 – Using Reporting Trees
 
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 distribute reports effectively and easily to users

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: Students should have an understanding of basic financial reporting concepts such as trial balance statements and income statements.

Advance Preparation: Attendees will need to test the training environment connection on their laptops before class.

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 18 Location: CPE credits: 8 Learning Objectives:

• Develop a strategic mindset for architecting enterprise-grade, no-code solutions that align with organizational objectives, leveraging Power Query and DAX to seamlessly integrate into workflows and empower business users.
• Master the orchestration of scalable data workflows using Dataflows Gen2, Pipelines, and Direct Lake mode, establishing robust processes for efficient data ingestion, transformation, and reporting.
• Implement scalable architectures with Raw, Transformed, and Curated data layers, aligning solutions to the needs of large organizations while ensuring adaptability and growth over time.

This session is ideal for large organizations and professionals who want to move beyond traditional Power BI practices, leveraging Microsoft Fabric to create solutions that scale with their businesses. By the end of this session, you’ll not only understand how to build enterprise-grade solutions but also how to think like an architect, applying best practices for long-term success.
 
1. How to Architect Enterprise-Grade Solutions: Understand how to leverage Microsoft Fabric to design robust, scalable architectures that align with enterprise needs and future growth.

2. Implementing Modern ELT Workflows: Utilize Dataflows Gen2, Pipelines, and Direct Lake mode to build efficient data ingestion and transformation processes.

3. Applying Scalable Design Frameworks: Explore the Medallion Architecture (Raw, Transformed, Curated layers) to ensure your solutions are scalable, maintainable, and aligned with organizational goals.

4. Leveraging Familiar Skills: Transform your Power BI expertise by seamlessly integrating tools like Power Query and DAX into Microsoft Fabric workflows. 

*** This course requires a separate registration from the Conference ***

Program Level: Intermediate

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: Familiarity with Power BI, Power Query, and DAX 

Advance Preparation: None

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,600

Days: Oct 18 Location: CPE credits: 16 Learning Objectives:

• Getting data from different sources and modeling it for analytical needs using Power BI Desktop
• adding analytical calculations to the model, and visualizing the data effectively to create insightful reports and dashboards using Power BI
• publish and share Power BI reports to the users in the organizations in the correct way that requires minimum maintenance and ensures the quality of reports.

*** This is a two-day Academy course. Registration only available for both class days. ***

There is data in every system, organization, and environment these days. The process of getting insight from the data is not only for data analysts anymore. By the time you send the data to the analyst, explain the business logic to them, and ask them to build the report and dashboard, your requirements might have changed.

In this world, getting insightful information (reports and dashboards) out of any data is fortunately possible with tools such as Power BI Desktop. You don’t have to know about Databases, development, or business intelligence to build your report and dashboard. Anyone can do this. It is going to be one of the essential skills in any job these days to be able to analyze the data. Even if you are not a data analyst, you are operating in part of a business that is dealing with data, and what would be more useful than being able to generate insightful information and dashboards from that data and make informed decisions.

This two-day workshop is designed to get you from the ground zero of using Power BI into being able to build reports and dashboards easily using Power BI. The workshop starts with connecting to the data sources, preparing the data, transforming it, cleaning the data, and removing unnecessary parts of the data using Power Query. It then continues with modeling the data, building data entities (tables), creating logical relationships between them, and applying business rules using calculations in DAX language in Power BI. It then gets to the visualization part of the data, the art of building an insightful report and dashboard that brings the information right in front of the decision-makers' attention. Finally, the course finishes with the process of publishing the report, sharing it with other users, and scheduling it so that the data gets automatically updated without a manual process.

This workshop covers the topic below but is not limited to it;
- Connect to data sources and prepare and transform the data using Power Query
- Create the data model (Semantic model) in Power BI Desktop with relationships between tables
- Create the business logic calculation using the DAX language
- Build insightful visualization in the Power BI report
- Publish, share, and schedule the report for automatic updates

Reza Rad, the author of more than 13 bestseller books on Power BI and Data Analytics, is an international speaker and trainer who will be teaching this course. He has developed the most comprehensive Power BI training program worldwide, and he has been teaching Power BI to thousands in the past decade. He has mentored many and guided them on their journey to use Power BI.
The course includes many demos and hands-on exercises, so bringing your laptop would be helpful, although not mandatory.

*** This course requires a separate registration from the Conference. This is a two-day Academy course. Registration only available for both class days.  ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 16

Prerequisites: None

Advanced Preparation: Bring your laptop with the latest version of Power BI Desktop installed.

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $

Days: Oct 18 Location: CPE credits: 24 Learning Objectives:

• Understand the basic setups within the manufacturing module of Business Central.
• Understand advanced features such as flushing, sub contracting, advanced planning, and complex production structures.
• Understand inventory costing and the flow of transactions caused by the manufacturing processes.

***  This is a three-day Academy course. Registration for Basic and Advanced class days is available. Basic Manufacturing will take place on 10/17-10/18 and Advanced Manufacturing will take place on 10/19.  ***

Within Business Central, the Manufacturing module is one of the most complex areas with the program.  But don't let that scare you.  Manufacturing can be as easy or complex as you would like.  This class will introduce you to the major areas within manufacturing and how that functionality can make your operations run more efficiently.  We will cover the setup of BOMs and routings, using sub contractors to help in the process, how you can plan your production needs, and how to set up simple or complex BOMs.  This class will also follow the flow of transactions and costs from purchasing, through manufacturing, and on to cost of goods sold.  This class will prepare you to fully understand how to set up and use the manufacturing capabilities of Business Central within your organization.

The class is taught by two instructors who have spent years, not only in Business Central, but in a variety of manufacturing organizations.  Their knowledge will help bring in real world solutions to the set up and operation of the system. 

Program Level: Basic/Intermediate 

Delivery Method: Group Live

CPE Credits: 8 per day/24 for full three days 

Prerequisites: None

Advance Preparation: None 

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,600

Days: Oct 18 Location: CPE credits: 16 Learning Objectives:

• Develop Business System Process maps for your organization by posing pertinent questions.
• Conduct Risk assessments and comprehend the insights they provide.
• Recognize that it is not necessary to complete all tasks simultaneously; a staged approach is more advantageous.

***  This is a two-day Academy course. Registration for individual class days is available.  ***

When was the most recent time your organization conducted a thorough review of its business system processes?
During the 1980s, when enterprise resource planning (ERP) systems were predominantly executed on microcomputers, we advocated for a comprehensive business system process (BSP) review every ten years. However, in the current business environment, it is now considered the most appropriate practice to conduct these reviews every five years.
How does a small business manage and, more importantly, afford this process?
Enterprise companies typically engage specialized firms such as Deloitte, KPMG, or others to undertake this process on their behalf. However, the associated costs can be substantial, exceeding $100,000, primarily for the review itself and the subsequent report generation.
Enroll in this two-day comprehensive course to master the fundamentals of conducting a Business Systems Process Review (BSPR) based on the PPT framework. This framework, which integrates the People, Process, and Technology components, facilitates organizational transformations by optimizing their integration and alignment.
The course combines lectures and workshops to equip you with the essential skills required to complete a BSR for your organization.

Program Level: Intermediate

Delivery Method: Group Live

CPE Credits: 16

Prerequisites: None

Advance Preparation: None 

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,600

Days: Oct 18 Location: CPE credits: 16 Learning Objectives:

• Microsoft Copilot Studio Overview: To create powerful AI-powered Agents and copilots for a range of requests—from providing simple answers to common questions to resolving issues requiring complex conversations
• Azure AI Foundry is a unified AI platform that includes both the Azure AI Foundry portal (formerly Azure AI Studio), and the Azure AI Foundry SDK, a unified SDK with pre-built app templates enabling developers to access the most popular models.
• how organizations can leverage Microsoft Copilot Studio, Microsoft Power Platform, ChatGPT, and Azure OpenAI services to build the next generation of advanced, enterprise-grade Agents and Copilots.

*** This is a two-day Academy course. Registration only available for both class days. ***

With Microsoft Copilot Studio, you can build AI-powered agents and copilots capable of managing a wide range of tasks—from addressing simple queries to solving complex problems through detailed conversations. These copilots can operate across multiple channels, including websites, mobile apps, Facebook, Microsoft Teams, and more, thanks to the Azure Bot Framework. In this workshop filled with demonstrations, we’ll cover how organizations can leverage Microsoft Copilot Studio, Microsoft Power Platform, ChatGPT, Azure OpenAI services, and Azure AI Services to build the next generation of advanced, enterprise-grade Agents and Copilots.

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 16

Prerequisites: None

Advanced Preparation: Attendees will need to bring their laptops with internet access and modern browsers like Microsoft Edge, Google Chrome, Firefox, and Safari. The tablets will not work. Access to Azure, Azure OpenAI, and Copilot Studio will be provided to follow the labs.

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 18 Location: CPE credits: 16 Learning Objectives:

• You will learn solution management best practices you can implement in your environment.
• You will learn how to use out-of-the-box tools to enhance, modify and extend your CRM system.
• You will learn how to configure Teams and Outlook integrations, as well as how to use the Sales Copilot and Copilot for Sales.

***  This is a two-day Academy course. Registration for individual class days is available.  ***

This course will be broken into two full-day classes that can be taken separately or together. Completing this course will provide you with the knowledge and skills needed to excel in the field of CRM system administration using out-of-the-box tooling available to you.

**Day 1: System Admin 101**
Day 1 will be System Admin 101. It is designed for learners who are new to being a Dynamics 365 System Admin. This hands-on course will cover crucial topics to help you learn how to take control of your own CRM system. Topics will include solution management, Power Platform Admin Center, security 101, views, columns, forms, search, model-driven apps, business rules, Teams & Outlook integrations.

**Day 2: System Admin 201**
Day 2 will be System Admin 201. It builds upon Day 1 and can also be taken by learners who already know the basics. We will focus more on additional settings, configurations and integrations. Today will also be hands-on and will cover topics like Copilot in/for Sales, Marketing (Customer Insights: Journeys) and Service, table relationships (including field mapping), UI controls on forms, advanced sales. marketing and service settings, Power Automate and introductory Power BI integration.

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8 for one-day/16 for both days

Prerequisites: None for Day 1; basic system admin knowledge for Day 2

Advanced Preparation: Spinning up a free 30-day trial of Dynamics 365 CRM recommended. Follow these steps to sign up for a trial that you can use in this class! Pick Sales or Customer Service: http://tinyurl.com/systemadmin101

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,600

Days: Oct 18 Location: CPE credits: 16 Learning Objectives:

• How to best configure MPS for your business
• How to best use D365 to plan materials and capacity
• How to schedule and best execute the plan

*** This is a two-day Academy course. Registration only available for both class days. ***

This workshop will be hands-on in Dynamics 365 F&O/SCM about half that time. There will be plenty of references to AX and, if you can access your own instance of AX, we welcome you to follow the class as much as you can in AX. We will help, but the educators will be using these F&O capabilities:

• The new Demand Planning App.
• Materials planning in MPS (Classic MRP, Optimized planning in Azure in-memory, Priority planning, DDMRP – Demand driven MRP).
• Capacity planning in MPS.
• Safety stock and safety time management.
• Order policies such as Coverage group settings.
• Lead time management and the lead time trap..
• Order release using the Release to Production workbench.
• Real time material availability during Scheduling.
• Real time capacity availability during Scheduling.
• Dispatching at Resources.
• Gantt scheduling.

Whether you are C-Suite executive or on the floor shop scheduler, receive hands-on education from two of the most experienced (and wily) educators out there for what many agree is the most important feature sets in Dynamics 365 Supply Chain if your business wants to make more money! Learn:
• Maximize customer service (on-time in-full) for least cost and least working capital.
• Everything about configuring D365 for Supply Chain Planning and Scheduling, tuned for your business.
• What’s changed for 2024.
• Installing, setting up and using the new Demand Planning App – history based algorithms and collaborative tools.
• Best practices for daily planning, heading off and dealing with supply chain disruptions.
• Priority planning (which customers and warehouses get limited/disrupted supply).
• Demand driven MRP, now available in Optimized planning – a holistic new approach to buffer stock definition and management with a red-yellow-green simplified exception model.

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 16

Prerequisites: None 

Advanced Preparation: Attendees should bring their own laptop 

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 18 Location: CPE credits: 16 Learning Objectives:

• Identify "Messy" Data
• Cleanup "Messy" Data
• Best Practices for Keeping Data Clean

***  This is a two-day Academy course. Registration for individual class days is available.  ***

If your company has been using Dynamics GP for years, you might have some “messy” data, such as duplicate vendors, inactive customers, or outdated accounts. When transitioning to Business Central (BC), every piece of data must be validated, translated, and tested. Messy data can lead to increased costs or the transfer of bad data into your new system.

In this class, you’ll learn how to create reports to identify messy data, clean it up effectively, and maintain clean data to ensure a smooth transition to Business Central. By the end of the class, you’ll be equipped with the knowledge and skills to avoid unnecessary costs and complications during your data migration.

Note: It is recommended that students setup remote access to their system during class. (If not possible/permitted - a test environment will be available)
We will cover:

GP Core Modules (Day 1)
 > GL Account Review
 > Checkbook Reconciliation
 > Overview of GP Account Segments vs. Business Central Dimensions
 > Customer/Vendor Review 
 > Setup / Assigning to Classes
 > Merging and Modifying
 > Inactivating based on Last Transaction Dates
 > Transaction Cleanup

GP Distribution Series (Day 2)
 > Inventory Setup Review
 > Inventory Allocation Cleanup
 > Dealing with Negative Quantity Inventory
 > Item: Merging, Modifying, and Inactivating
 > Sites: Reviewing, Unassigning, and Inactivating
 > Sales Transaction Cleanup: Expired Quotes, Partially Fulfilled, Move to 
    History, Returns
 > Purchase Transaction Cleanup: Received Not Invoiced, Partially Received, 
    Returns

Program Level: Intermediate

Delivery Method: Group Live

CPE Credits: 8 for one-day/16 for both days

Prerequisites: Students will need to install SQL Views/setup SmartList Reports provided by instructor if accessing their system data.

Advance Preparation: Setup secure access to their GP system (If not possible/permitted - a test environment will be available)

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,600

Days: Oct 18 Location: CPE credits: 16 Learning Objectives:

• Implement Microsoft Fabric workloads in real-life scenarios
• Understand various Fabric concepts and components
• Learn when to choose what in the context of Microsoft Fabric ecosystem

*** This is a two-day Academy course. Registration only available for both class days. ***

Microsoft Fabric, hailed as Microsoft's "biggest data product in history after SQL Server," offers powerful capabilities but comes with a steep learning curve. The myriad of choices within Fabric can be overwhelming, with multiple ways to tackle tasks, not all of which are equally efficient.

This class serves as a definitive roadmap to understanding Microsoft Fabric - and how to leverage it to suit your needs. We will demystify the core concepts and components necessary to build, manage, and administer robust data solutions within this game-changing product. As I firmly believe in the "learning by doing" mantra, during the class, you'll get an opportunity to put Microsoft Fabric to action and build your own end-to-end analytic solution using numerous Fabric components and features.

Once we’re done, you’ll get a better understanding of Microsoft Fabric and its various components and how it fits into your organizational data workloads. Also, you'll learn how to apply Microsoft Fabric effectively in your day-to-day job.

**Bonus**

All registered participants will receive a complimentary copy of the "Fundamentals of Microsoft Fabric" book.

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 16

Prerequisites: Familiarity with data analytics and Business Intelligence in general; Fabric license (Trial license is fine)

Advanced Preparation: None

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 18 Location: CPE credits: 16 Learning Objectives:

• -
• -
• -

***  This is a two-day Academy course. Registration for individual class days is available.  ***

Warehousing 101 (Day 1)- Warehousing Basics is a comprehensive 1-day course designed to provide participants with a solid foundation in warehouse operations and management in Business Central. This course covers essential concepts, configurations, and practices necessary for effective warehouse management.

• Warehouse Concepts and Setup - Understand Bins, Racking, Zones and their significance.
• Warehouse Configurations of Bin Setup, Inventory/Warehouse/Move Transactions
• Basic Inventory Transactions such as Putaway, Picks, Movements 

Learning Objective 1: Have a firm understanding of basic warehouse configuration options including: bin setup, racking, zones and pick paths

Learning Objective 2: Have a firm understanding of basic warehousing transactions including: inventory put aways, inventory movements and inventory picks

Learning Objective 3: Understand what level of warehousing complexity is required to handle warehousing for their business.

Warehousing 102  (Day 2) - Advanced Warehousing is an intensive 1-day course designed to equip participants with advanced knowledge and skills in warehouse management in Business Central. Building upon the foundational concepts covered in Warehousing 101, this course delves deeper into advanced strategies and configurations for optimizing more complex warehouse operations.

• Warehouse concept - Picking strategies, pickpaths and replenishment
• Warehouse Configurations of zones/bin advanced setup for transactions including directed replenishment
• Advanced Warehouse setup - tailoring setup to your business needs
• Advanced Warehouse Trx- Warehouse shipments /Receipts / Putways /Picks

Learning Objective 1: Have a firm understanding of advanced warehouse configuration options including: advanced bin setup, zones, optimal pick paths, and picking strategies

Learning Objective 2: Have a firm understanding of advanced warehousing transactions including: Warehouse receipts, Warehouse put aways, warehouse shipments, warehouse picks, directed replenishments

Learning Objective 3: Understand what warehouse configurations are required to optimize throughput in your warehouse

Program Level: Beginnner (Day 1); Intermediate (Day 2) 

Delivery Method: Group Live

CPE Credits: 8 for one day/16 for both days

Prerequisites: None

Advanced Preparation: 

• Day 1: None
• Day 2: Participants should have a strong understanding of warehousing fundamentals in Business Central, either through prior experience or completion of Warehousing 101 - Warehousing Basics or equivalent coursework.

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,600

Days: Oct 19 Location: CPE credits: 16 Learning Objectives:

• Master the Essentials – Learn how to configure key components such as work orders, service tasks, price lists, and scheduling to ensure a smooth Field Service deployment.
• Optimize Scheduling & Workflows – Explore best practices for using Resource Scheduling Optimization (RSO), manual vs. automated scheduling, and dispatching strategies.
• Advanced Field Service Operations – Master product inventory management, purchasing/returns, warranties, trades, NTEs, and mobility solutions to create a streamlined and scalable field service operation.

*** This is a two-day Academy course. Registration only available for both class days. ***

Field service management is complex, but D365 Field Service simplifies it—if implemented correctly. This 2-day interactive workshop will walk you through the entire setup process, from administrative configurations to advanced scheduling techniques and automation. Whether you're just getting started or looking to refine your existing deployment, this workshop will provide you with best practices to maximize efficiency.

💡 Key Topics Covered:
Setup & Core Functionality
Administrative Setup & Security Roles
Field Service Portal & Mobile App Configuration
Work Order Lifecycle: Creation, Management & Execution
Agreements, Entitlements & Pricing Models
Product Inventory & Purchasing/Returns Workflow
Advanced Features & Optimization
     Scheduling: Manual, Semi-Automated, AI-Based, & RSO
     Warranties, Trades, and Not-To-Exceed (NTE) Controls
     Field Service Mobility & Offline Capabilities
     Service-Level Agreements (SLAs) & Optimization Strategies
    Real-World Scenarios & Best Practices
     Setting up Copilot for Field Service

This workshop includes hands-on labs, real-world use cases, and interactive discussions to help you apply what you learn immediately.

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 16

Prerequisites: None, just the willingness to learn and participate

Advanced Preparation: Setup a trial of D365 Field Service, if possible, otherwise we will cover it in class

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 19 Location: CPE credits: 8 Learning Objectives:

• Utilize events to implement custom business logic and extend Business Central functionality
• Develop and expose APIs to enable integration with external systems and enhance interoperability.
• Implement robust error-handling strategies to improve extension reliability and user experience.

Take your AL programming skills to the next level in this intensive one-day advanced training session, designed as the perfect follow-up to the "AL Bootcamp: From Zero to Hero in Two Days." Tailored for developers with a foundational understanding of AL and Microsoft Dynamics 365 Business Central, this Part Two session dives deeper into sophisticated development techniques for creating robust, scalable, and efficient extensions. Join us to explore advanced topics that empower you to enhance Business Central's functionality confidently.

This session will take you on a journey that encompasses:

• Leveraging Events to customize and extend Business Central without 
• Building Queries for efficient data retrieval and reporting
• Creating and integrating APIs for seamless external connectivity
• Error Handling to ensure reliable and user-friendly extensions
• Implementing Interfaces for modular and reusable code
• Harnessing Advanced Complex Data Types to manage intricate data structures  

*** This course requires a separate registration from the Conference ***

Program Level: Intermediate

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: Laptop running Microsoft Windows 10 or 11, Application and configuration rights on your laptop, Visual Studio Code, An internet connection, Access to a Business Central Online Sandbox Environment

Advanced Preparation: Basic understanding of AL Development

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 19 Location: CPE credits: 8 Learning Objectives:

• Advanced Warehousing Concepts
• Advanced Warehousing Configuration
• Processing Advanced Warehousing Transactions

In this academy session, participants will get the chance to set up their own Advanced Warehouse and process transactions in that warehouse all in one day. We'll create our own Warehouse and Locations, then set up and process Inbound, Outbound, and Inventory management functions using our configurations. This session would be most beneficial to those who have familiarity with D365 F&O, Sales orders and Purchase orders, and inventory concepts, but little to no experience with setting up or administrating Advanced Warehousing as this will be a bottom-up introduction. While we won't get into much of the latest and greatest or new features, participants will leave this session with the ability to set up basic Advanced Warehousing for any company.


Concepts and configurations covered:
Warehouse settings, Item settings, Reservations, Reservation hierarchy, License plates, Location profiles, Unit sequence groups, Shipments and Loads, Location directives, Wave templates, Work templates, Warehouse workers, Mobile device, Release to warehouse

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: Please be familiar with how to create Purchase Orders and Sales Orders

Advanced Preparation: When the time comes, we will test access to systems.

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,600

Days: Oct 19 Location: CPE credits: 16 Learning Objectives:

• Getting data from different sources and modeling it for analytical needs using Power BI Desktop
• adding analytical calculations to the model, and visualizing the data effectively to create insightful reports and dashboards using Power BI
• publish and share Power BI reports to the users in the organizations in the correct way that requires minimum maintenance and ensures the quality of reports.

*** This is a two-day Academy course. Registration only available for both class days. ***

There is data in every system, organization, and environment these days. The process of getting insight from the data is not only for data analysts anymore. By the time you send the data to the analyst, explain the business logic to them, and ask them to build the report and dashboard, your requirements might have changed.

In this world, getting insightful information (reports and dashboards) out of any data is fortunately possible with tools such as Power BI Desktop. You don’t have to know about Databases, development, or business intelligence to build your report and dashboard. Anyone can do this. It is going to be one of the essential skills in any job these days to be able to analyze the data. Even if you are not a data analyst, you are operating in part of a business that is dealing with data, and what would be more useful than being able to generate insightful information and dashboards from that data and make informed decisions.

This two-day workshop is designed to get you from the ground zero of using Power BI into being able to build reports and dashboards easily using Power BI. The workshop starts with connecting to the data sources, preparing the data, transforming it, cleaning the data, and removing unnecessary parts of the data using Power Query. It then continues with modeling the data, building data entities (tables), creating logical relationships between them, and applying business rules using calculations in DAX language in Power BI. It then gets to the visualization part of the data, the art of building an insightful report and dashboard that brings the information right in front of the decision-makers' attention. Finally, the course finishes with the process of publishing the report, sharing it with other users, and scheduling it so that the data gets automatically updated without a manual process.

This workshop covers the topic below but is not limited to it;
- Connect to data sources and prepare and transform the data using Power Query
- Create the data model (Semantic model) in Power BI Desktop with relationships between tables
- Create the business logic calculation using the DAX language
- Build insightful visualization in the Power BI report
- Publish, share, and schedule the report for automatic updates

Reza Rad, the author of more than 13 bestseller books on Power BI and Data Analytics, is an international speaker and trainer who will be teaching this course. He has developed the most comprehensive Power BI training program worldwide, and he has been teaching Power BI to thousands in the past decade. He has mentored many and guided them on their journey to use Power BI.
The course includes many demos and hands-on exercises, so bringing your laptop would be helpful, although not mandatory.

*** This course requires a separate registration from the Conference. This is a two-day Academy course. Registration only available for both class days.  ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 16

Prerequisites: None

Advanced Preparation: Bring your laptop with the latest version of Power BI Desktop installed.

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $

Days: Oct 19 Location: CPE credits: 24 Learning Objectives:

• Understand the basic setups within the manufacturing module of Business Central.
• Understand advanced features such as flushing, sub contracting, advanced planning, and complex production structures.
• Understand inventory costing and the flow of transactions caused by the manufacturing processes.

***  This is a three-day Academy course. Registration for Basic and Advanced class days is available. Basic Manufacturing will take place on 10/17-10/18 and Advanced Manufacturing will take place on 10/19.  ***

Within Business Central, the Manufacturing module is one of the most complex areas with the program.  But don't let that scare you.  Manufacturing can be as easy or complex as you would like.  This class will introduce you to the major areas within manufacturing and how that functionality can make your operations run more efficiently.  We will cover the setup of BOMs and routings, using sub contractors to help in the process, how you can plan your production needs, and how to set up simple or complex BOMs.  This class will also follow the flow of transactions and costs from purchasing, through manufacturing, and on to cost of goods sold.  This class will prepare you to fully understand how to set up and use the manufacturing capabilities of Business Central within your organization.

The class is taught by two instructors who have spent years, not only in Business Central, but in a variety of manufacturing organizations.  Their knowledge will help bring in real world solutions to the set up and operation of the system. 

Program Level: Basic/Intermediate 

Delivery Method: Group Live

CPE Credits: 8 per day/24 for full three days 

Prerequisites: None

Advance Preparation: None 

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 19 Location: CPE credits: 8 Learning Objectives:

• Develop a Structured D365 FO Training Plan – Learn how to assess training needs, define learning objectives, and create a structured training roadmap that aligns with the project implementation timeline and key functional areas.
• Integrate Change Management Strategies into Training – Understand how to identify resistance points, leverage change champions, and design training approaches that build confidence and competence, ensuring smooth user adoption.
• Measure Training Effectiveness and Drive Adoption – Explore key performance indicators (KPIs) for training success, adoption strategies such as post-go-live support and engagement techniques, and methods to track progress and reinforce learning.

This interactive workshop will equip participants with the skills to build a D365 FO training plan that not only ensures knowledge transfer but also drives user adoption through change management strategies. The session will begin with an overview of training challenges, project planning, and functional area needs before diving into hands-on exercises. Participants will engage in a training needs mapping exercise, followed by a structured activity where they will develop a training plan aligned with project goals, audience segmentation, and delivery methods. The session will also include a change management exercise where teams will identify sources of resistance and design strategies to address them. The workshop will conclude with a discussion on measuring training success, post-go-live support, and a structured Q&A to ensure participants leave with a clear, actionable training roadmap for their D365 FO implementation.

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: None

Advanced Preparation: None

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 19 Location: CPE credits: 8 Learning Objectives:

• Build captivating Customer Experience Portals
• Comprehend how these portals can strategically extend data
• Create Processes to assist external users

Embark on a transformative journey in this session as we guide you through the art of harnessing Power Pages, coupled with the intelligence of Copilot and seamless integration with Dataverse and Microsoft Dynamics 365 Business Central through Virtual Tables.

Whether for clients, partners, vendors, or customers, this workshop is tailored to empower you in creating dynamic Customer Experience Portals.

AGENDA
1 - Environment Setup and Configuration of Power Pages: Learn the intricacies of setting up and configuring your environment for optimal Power Pages utilization.
2 - Designing and Building Experiences using Power Pages and Copilot: Dive into the collaborative world of Power Pages and Copilot as we construct using AI. Gain hands-on experience that will enable you to effectively use and demonstrate this powerful combination.
3 - Configuring Site Authentication for External and Anonymous Users: Understand the importance of secure access: Walk through the process of configuring site authentication to provide a seamless and protected experience for both external and anonymous users.
4 - Adding Data to Your Power Pages for Business Central implementations: Explore the seamless integration capabilities with Microsoft Dynamics 365 Business Central, allowing you to enrich your portals with relevant and real-time data.

By the end of this session, you will not only possess the skills to build captivating Customer Experience Portals but also comprehend how these portals can strategically extend data and processes to external users. Join us in this immersive experience, where Power Pages, Copilot, and AI converge to redefine the possibilities of portal development.

*** This course requires a separate registration from the Conference.  ***

Program Level: Intermediate

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: None

Advanced Preparation: None

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,600

Days: Oct 19 Location: CPE credits: 16 Learning Objectives:

• Develop Business System Process maps for your organization by posing pertinent questions.
• Conduct Risk assessments and comprehend the insights they provide.
• Recognize that it is not necessary to complete all tasks simultaneously; a staged approach is more advantageous.

***  This is a two-day Academy course. Registration for individual class days is available.  ***

When was the most recent time your organization conducted a thorough review of its business system processes?
During the 1980s, when enterprise resource planning (ERP) systems were predominantly executed on microcomputers, we advocated for a comprehensive business system process (BSP) review every ten years. However, in the current business environment, it is now considered the most appropriate practice to conduct these reviews every five years.
How does a small business manage and, more importantly, afford this process?
Enterprise companies typically engage specialized firms such as Deloitte, KPMG, or others to undertake this process on their behalf. However, the associated costs can be substantial, exceeding $100,000, primarily for the review itself and the subsequent report generation.
Enroll in this two-day comprehensive course to master the fundamentals of conducting a Business Systems Process Review (BSPR) based on the PPT framework. This framework, which integrates the People, Process, and Technology components, facilitates organizational transformations by optimizing their integration and alignment.
The course combines lectures and workshops to equip you with the essential skills required to complete a BSR for your organization.

Program Level: Intermediate

Delivery Method: Group Live

CPE Credits: 16

Prerequisites: None

Advance Preparation: None 

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,600

Days: Oct 19 Location: CPE credits: 16 Learning Objectives:

• Microsoft Copilot Studio Overview: To create powerful AI-powered Agents and copilots for a range of requests—from providing simple answers to common questions to resolving issues requiring complex conversations
• Azure AI Foundry is a unified AI platform that includes both the Azure AI Foundry portal (formerly Azure AI Studio), and the Azure AI Foundry SDK, a unified SDK with pre-built app templates enabling developers to access the most popular models.
• how organizations can leverage Microsoft Copilot Studio, Microsoft Power Platform, ChatGPT, and Azure OpenAI services to build the next generation of advanced, enterprise-grade Agents and Copilots.

*** This is a two-day Academy course. Registration only available for both class days. ***

With Microsoft Copilot Studio, you can build AI-powered agents and copilots capable of managing a wide range of tasks—from addressing simple queries to solving complex problems through detailed conversations. These copilots can operate across multiple channels, including websites, mobile apps, Facebook, Microsoft Teams, and more, thanks to the Azure Bot Framework. In this workshop filled with demonstrations, we’ll cover how organizations can leverage Microsoft Copilot Studio, Microsoft Power Platform, ChatGPT, Azure OpenAI services, and Azure AI Services to build the next generation of advanced, enterprise-grade Agents and Copilots.

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 16

Prerequisites: None

Advanced Preparation: Attendees will need to bring their laptops with internet access and modern browsers like Microsoft Edge, Google Chrome, Firefox, and Safari. The tablets will not work. Access to Azure, Azure OpenAI, and Copilot Studio will be provided to follow the labs.

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 19 Location: CPE credits: 8 Learning Objectives:

• Understand the standard BC report configuration and layout.
• Understand how to make custom changes to documents in BC using WORD vs RDLC.
• Understand how to create and use custom EXCEL reporting to get the data you need in the format you want to see it in.

Power to the People!  Have you ever been frustrated that you need developers to make changes to documents or reports?  Microsoft has provided wonderful tools to allow users to make changes to documents like purchase orders and sales invoices.  These document changes can even incorporate formatting tools not easily available with the traditional RDLC formats. In addition, you can now create meaningful reports with charts, graphs, and up-to-date formatting and export them whenever you run the report.  During this academy class, we will focus on custom WORD formats for documents (morning session) and custom EXCEL reports (afternoon session).  Come learn how to create documents and reports that you and your company will be proud of.

*** This course requires a separate registration from the Conference ***

Program Level: Intermediate

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: Need laptop with access to Business Central, Microsoft WORD, and Microsoft EXCEL required.  Access to Report Builder desired but not required.

Advanced Preparation: Basic understanding of Business Central table layouts and WORD and EXCEL functionality.

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 19 Location: CPE credits: 8 Learning Objectives:

• Understand Core Financial Transactions in Dynamics 365 Finance
• Trace the Source and Impact of Financial Transactions
• Discover Tools for Analysis and Reporting

Finance is the backbone of every organization and understanding how financial transactions are processed and analyzed within Dynamics 365 Finance is critical for maximizing its potential. Whether you're new to the system or have some experience, this comprehensive 8-hour academy session will equip you with the knowledge and practical skills to confidently navigate and optimize financial processes in your organization.

We’ll start with an overview of core accounting processes, including the relationship between ledgers, subledgers, and voucher transactions. Participants will explore the life cycle of financial transactions, from entry to reporting, gaining insights into the system’s architecture and functionality. A focus on practical application means you’ll learn how to investigate the source of transactions, understand their impact on financial data, and ensure accuracy through validation.

As the day progresses, you’ll also discover the power of Management Reporter (Financial Reporter), learning core concepts for creating dynamic financial reports and customizing them to suit your organization’s needs. Ad-hoc reporting tools and external reporting solutions will also be explored, enabling you to extract actionable insights and share them effectively across your team.

By the end of the session, participants will have a thorough understanding of financial transactions in D365F&O and the confidence to apply this knowledge to real-world scenarios. Whether it's creating journal entries, analyzing downstream effects, or validating data integrity, this interactive session ensures you're prepared to tackle your organization’s financial challenges with ease.

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: None

Advanced Preparation: None

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 19 Location: CPE credits: 8 Learning Objectives:

• Successfully build and manage financial statements
• Learn about this free, awesome product that integrates automatically with your GL
• See all the great features that will improve, centralize and automate your financial reporting

This hands-on, instructor-led training class will provide Microsoft Dynamics 365 F&O users the knowledge they need to successfully build and manage financial statements including trial balance statements, profit and loss statements, and income statements. This class is led by an MSX Group Certified Instructor using MSX Group created training materials. The class uses a hosted Dynamics 365 F&O training environment.

Course Outline:
Chapter 1 – Introduction to Dynamics 365 Financial Report Designer
Chapter 2 – Building Trial Balance Statements
Chapter 3 – Building an Income Statement
Chapter 4 – Using Reporting Trees

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: None

Advanced Preparation: None

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 19 Location: CPE credits: 8 Learning Objectives:

• Manage deployment processes using deployable packages and source control.
• Master X++ development, including creating projects, manipulating the Application Object Tree (AOT), and building forms, tables, and queries.
• Configure and secure D365FO with user creation, security assignments, and least privilege practices.

Unlock the full potential of Dynamics 365 Finance and Operations (D365FO) in this comprehensive one-day training session designed for developers and administrators. Dive into key tools, techniques, and best practices to effectively manage and develop within the D365FO environment.

This hands-on course will equip you with the skills to:

Set up and navigate cloud-hosted and local environments while leveraging the Unified Developer Experience.

Master X++ development, including creating projects, manipulating the Application Object Tree (AOT), and building forms, tables, and queries.

Debug like a pro with breakpoints, symbol loading, and package inclusion techniques.

Implement modern coding methodologies such as extensions, Chain of Command, and event handlers, while integrating .NET projects seamlessly.

Streamline Application Lifecycle Management (ALM) with Team Foundation Server (TFS), Git, and Azure DevOps (ADO) pipelines.

Manage deployment processes using deployable packages and source control.

Configure and secure D365FO with user creation, security assignments, and least privilege practices.

Understand the association between security and licensing, and learn to navigate the licensing model efficiently.

Explore pro tips and tools, including the D365FO Admin Toolkit, JIT access via LCS, batch job forms, SSRS reports, and more.

Whether you're new to D365FO or looking to refine your skills, this immersive class promises actionable insights, practical techniques, and a comprehensive Q&A session to address your unique challenges.

Don’t miss this opportunity to elevate your expertise—reserve your spot today!

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: None 

Advanced Preparation: None

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 19 Location: CPE credits: 16 Learning Objectives:

• You will learn solution management best practices you can implement in your environment.
• You will learn how to use out-of-the-box tools to enhance, modify and extend your CRM system.
• You will learn how to configure Teams and Outlook integrations, as well as how to use the Sales Copilot and Copilot for Sales.

***  This is a two-day Academy course. Registration for individual class days is available.  ***

This course will be broken into two full-day classes that can be taken separately or together. Completing this course will provide you with the knowledge and skills needed to excel in the field of CRM system administration using out-of-the-box tooling available to you.

**Day 1: System Admin 101**
Day 1 will be System Admin 101. It is designed for learners who are new to being a Dynamics 365 System Admin. This hands-on course will cover crucial topics to help you learn how to take control of your own CRM system. Topics will include solution management, Power Platform Admin Center, security 101, views, columns, forms, search, model-driven apps, business rules, Teams & Outlook integrations.

**Day 2: System Admin 201**
Day 2 will be System Admin 201. It builds upon Day 1 and can also be taken by learners who already know the basics. We will focus more on additional settings, configurations and integrations. Today will also be hands-on and will cover topics like Copilot in/for Sales, Marketing (Customer Insights: Journeys) and Service, table relationships (including field mapping), UI controls on forms, advanced sales. marketing and service settings, Power Automate and introductory Power BI integration.

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8 for one-day/16 for both days

Prerequisites: None for Day 1; basic system admin knowledge for Day 2

Advanced Preparation: Spinning up a free 30-day trial of Dynamics 365 CRM recommended. Follow these steps to sign up for a trial that you can use in this class! Pick Sales or Customer Service: http://tinyurl.com/systemadmin101

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,600

Days: Oct 19 Location: CPE credits: 16 Learning Objectives:

• How to best configure MPS for your business
• How to best use D365 to plan materials and capacity
• How to schedule and best execute the plan

*** This is a two-day Academy course. Registration only available for both class days. ***

This workshop will be hands-on in Dynamics 365 F&O/SCM about half that time. There will be plenty of references to AX and, if you can access your own instance of AX, we welcome you to follow the class as much as you can in AX. We will help, but the educators will be using these F&O capabilities:

• The new Demand Planning App.
• Materials planning in MPS (Classic MRP, Optimized planning in Azure in-memory, Priority planning, DDMRP – Demand driven MRP).
• Capacity planning in MPS.
• Safety stock and safety time management.
• Order policies such as Coverage group settings.
• Lead time management and the lead time trap..
• Order release using the Release to Production workbench.
• Real time material availability during Scheduling.
• Real time capacity availability during Scheduling.
• Dispatching at Resources.
• Gantt scheduling.

Whether you are C-Suite executive or on the floor shop scheduler, receive hands-on education from two of the most experienced (and wily) educators out there for what many agree is the most important feature sets in Dynamics 365 Supply Chain if your business wants to make more money! Learn:
• Maximize customer service (on-time in-full) for least cost and least working capital.
• Everything about configuring D365 for Supply Chain Planning and Scheduling, tuned for your business.
• What’s changed for 2024.
• Installing, setting up and using the new Demand Planning App – history based algorithms and collaborative tools.
• Best practices for daily planning, heading off and dealing with supply chain disruptions.
• Priority planning (which customers and warehouses get limited/disrupted supply).
• Demand driven MRP, now available in Optimized planning – a holistic new approach to buffer stock definition and management with a red-yellow-green simplified exception model.

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 16

Prerequisites: None 

Advanced Preparation: Attendees should bring their own laptop 

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $500

Days: Oct 19 Location: CPE credits: 4 Learning Objectives:

• Learn the core components of Copilot Studio and how to navigate the interface
• Create and manage topics using natural language authoring
• Deploy and test your first functional Copilot

Curious about how to build your first AI-powered Copilot without writing a single line of code? This Academy session is designed to introduce you to Copilot Studio, Microsoft’s low-code tool for creating conversational bots that automate simple tasks, answer common questions, and support internal business processes. You'll learn how to create and customize topics using natural language, guide conversations with branching logic, and connect your Copilot to real data sources using Power Automate and Dataverse.


This hands-on session is perfect for beginners who want to explore the potential of Copilot Studio within the Power Platform ecosystem. By the end of the class, you’ll have built your own basic chatbot and walk away with the knowledge to continue building smarter solutions for your team or customers.

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 4

Prerequisites: Will need a license for copilot studio 

Advanced Preparation: Will need a license for copilot studio 

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 19 Location: CPE credits: 8 Learning Objectives:

• Define the variables that effect a supply chains performance.
• Develop a foundation for understanding the science and math used to develop forecasts, safety stocks and replenishment.
• Develop skills and knowledge for effectively managing a supply chain.

The workshop lays a foundation for understanding the science behind forecasts, safety stocks, and replenishment suggestions, such as "purchase and transfer suggestions."

The workshop has been developed to deliver fun, educational, and hands-on training. Participants are taught the inventory management theory in a series of well-organized modules. Following the presentation of the theory, participants are grouped into teams where they exercise the theory in simulated supply chain games. The teams compete against each other and are measured on their ability to maximize profit.

In addition to an understanding of theory, participants will come away with a common supply chain language which greatly enhances communication and understanding.

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: Knowledge of Supply Chain industry

Advanced Preparation: No advance prep is needed.

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 19 Location: CPE credits: 8 Learning Objectives:

• Learn to segment customers using static and dynamic approaches to manage email lists effectively.
• Gain skills in email design, personalization, testing, and tracking within Dynamics 365 Customer Insights.
• Master the creation of simple to sophisticated customer journeys.

For those who are considering, new to, or struggling with Customer Insights, this course will provide hands-on learning walking you through everything you need to know.

We will start with, and focus most heavily on, Dynamics 365 Customer Insights Journeys - the Marketing platform from Microsoft.

• Start at the beginning - learn how to perform initial setup, and manage system settings.

• Discover how to segment customers using static or dynamic approaches. Learn how to use segmentation and other strategies to manage your emailing lists.

• Deep dive into email design, personalization, testing, and tracking.

• Discuss using lead versus contact-centric approaches for marketing campaigns.

• Walk through creating simple to sophisticated customer journeys.

• Learn how to design web forms that integrate with your site and understand the Power Pages connection.

• We will also tackle event management. You'll not only learn how to create online and in-person events, we will also discuss the pros and cons of using the event management features versus other options (such as Teams Webinars, etc).

• And we will learn how Copilot can accelerate your creativity, productivity and expertise throughout the marketing platform.

• For those of you that have been on the platform for more than a few years, you'll learn the differences between Outbound Marketing to Real-Time Marketing, when to use each, and how to plan your transition to Real-Time Marketing only.

The last portion of the session will focus on Dynamics 365 Customer Insights Data - which is included with the platform.

• Develop an understanding of how Customer Insights Data works, what it is for, and how it can help your organization to create a true "360 degree" view of the customer.

• Explore how to unlock customer information such as demographic and behavioral data, providing customer intent predictions, and discover new audiences with real-time recommendations.

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: A general understanding of Dynamics 365 CE - including Leads and Contacts.

Advanced Preparation: None

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 19 Location: CPE credits: 8 Learning Objectives:

• Learn to design and deploy Power Automate flows that interact with Business Central APIs
• Understand Power Automate techniques such as scopes, JSON parsing, expressions, and exporting flows for reuse.
• Build real-world automation scenarios including dynamic approval workflows, image attachments in purchase approvals, and business event triggers.

This one-day intensive course is designed to elevate your Power Automate skills specifically for use with Dynamics 365 Business Central. Through expert-led instruction and hands-on labs, you'll learn how to build, deploy, and manage flows that automate key Business Central processes — from approvals and image handling to real-time integrations with third-party systems. You’ll gain fluency in advanced topics like scopes, expressions, JSON, and connectors while mastering both SaaS and on-premises integrations. Whether you’re a developer, consultant, or business user, this course will help you unlock the full potential of Power Automate in your BC environment.

*** This course requires a separate registration from the Conference ***

Program Level: Intermediate

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: Business Central Sandbox with Maker Access in Dataverse

Advanced Preparation: Familiarity with Business Central functionalities

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 19 Location: CPE credits: 16 Learning Objectives:

• Identify "Messy" Data
• Cleanup "Messy" Data
• Best Practices for Keeping Data Clean

***  This is a two-day Academy course. Registration for individual class days is available.  ***

If your company has been using Dynamics GP for years, you might have some “messy” data, such as duplicate vendors, inactive customers, or outdated accounts. When transitioning to Business Central (BC), every piece of data must be validated, translated, and tested. Messy data can lead to increased costs or the transfer of bad data into your new system.

In this class, you’ll learn how to create reports to identify messy data, clean it up effectively, and maintain clean data to ensure a smooth transition to Business Central. By the end of the class, you’ll be equipped with the knowledge and skills to avoid unnecessary costs and complications during your data migration.

Note: It is recommended that students setup remote access to their system during class. (If not possible/permitted - a test environment will be available)
We will cover:

GP Core Modules (Day 1)
 > GL Account Review
 > Checkbook Reconciliation
 > Overview of GP Account Segments vs. Business Central Dimensions
 > Customer/Vendor Review 
 > Setup / Assigning to Classes
 > Merging and Modifying
 > Inactivating based on Last Transaction Dates
 > Transaction Cleanup

GP Distribution Series (Day 2)
 > Inventory Setup Review
 > Inventory Allocation Cleanup
 > Dealing with Negative Quantity Inventory
 > Item: Merging, Modifying, and Inactivating
 > Sites: Reviewing, Unassigning, and Inactivating
 > Sales Transaction Cleanup: Expired Quotes, Partially Fulfilled, Move to 
    History, Returns
 > Purchase Transaction Cleanup: Received Not Invoiced, Partially Received, 
    Returns

Program Level: Intermediate

Delivery Method: Group Live

CPE Credits: 8 for one-day/16 for both days

Prerequisites: Students will need to install SQL Views/setup SmartList Reports provided by instructor if accessing their system data.

Advance Preparation: Setup secure access to their GP system (If not possible/permitted - a test environment will be available)

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,600

Days: Oct 19 Location: CPE credits: 16 Learning Objectives:

• Implement Microsoft Fabric workloads in real-life scenarios
• Understand various Fabric concepts and components
• Learn when to choose what in the context of Microsoft Fabric ecosystem

*** This is a two-day Academy course. Registration only available for both class days. ***

Microsoft Fabric, hailed as Microsoft's "biggest data product in history after SQL Server," offers powerful capabilities but comes with a steep learning curve. The myriad of choices within Fabric can be overwhelming, with multiple ways to tackle tasks, not all of which are equally efficient.

This class serves as a definitive roadmap to understanding Microsoft Fabric - and how to leverage it to suit your needs. We will demystify the core concepts and components necessary to build, manage, and administer robust data solutions within this game-changing product. As I firmly believe in the "learning by doing" mantra, during the class, you'll get an opportunity to put Microsoft Fabric to action and build your own end-to-end analytic solution using numerous Fabric components and features.

Once we’re done, you’ll get a better understanding of Microsoft Fabric and its various components and how it fits into your organizational data workloads. Also, you'll learn how to apply Microsoft Fabric effectively in your day-to-day job.

**Bonus**

All registered participants will receive a complimentary copy of the "Fundamentals of Microsoft Fabric" book.

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 16

Prerequisites: Familiarity with data analytics and Business Intelligence in general; Fabric license (Trial license is fine)

Advanced Preparation: None

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 19 Location: CPE credits: 8 Learning Objectives:

• Learn to use and configure and use Microsoft Teams, SharePoint, and Viva to enhance customer engagement and collaboration.
• Gain hands-on experience in setting up and managing Microsoft 365 tools for improved productivity.
• Explore integration options between Microsoft 365 and CRM applications to optimize customer engagement processes.

Join us for an all-day academy session designed to enhance your customer engagement teams, meetings, strategies and delivery using Microsoft 365. This workshop is perfect for sales, marketing and customer service professionals - or the IT administrators who support them - who want to fully leverage the capabilities of Microsoft 365.

Part 1: Microsoft Teams for Customer Engagement Teams - We'll start with a vision and demo segment, showcasing how Microsoft Teams can be configured to prioritize your week with M365 Copilot, manage updates with a weekly checklist, and prepare for team meetings. You'll learn how to use updates to prepare for meetings, check Excel or dashboards for updates, review tasks from previous meetings, identify and prioritize issues, and assign tasks. We'll also cover client meetings, summarizing meetings with M365 Copilot, using Loop for checklists and brainstorming, leveraging the Teams Approvals Center, and collaborating on documents. The hands-on segment will guide you through creating and configuring Teams in Microsoft Teams with scenarios specifically for customer engagement teams.

Part 2: Modern Communication with SharePoint + Teams - In this segment, we'll demonstrate the power of SharePoint + Teams for Sales, Marketing and Customer Service departments to improve how they communicate and collaborate internally and across the organization. You'll learn how to use SharePoint for external sharing, internal collaboration, knowledge management and evolving your standard operating procedures. You'll see how Copilot integrates with SharePoint to answer questions, solve problems and accelerate productivity. The hands-on portion will focus on managing a SharePoint site. You'll learn about content ownership, security, documents and metadata, site design and web parts, using news, and advanced topics.

Part 3: Engaging the Team with Microsoft Viva - This segment will provide a demo of Viva Engage, Viva Connections, Viva Insights, Viva Learning, and Viva Amplify. We'll dive deeper into Viva Engage and Viva Amplify, to help you understand how these solutions can drive efficiency and improve decision-making. You'll learn how to build engaging communities and encourage collaborative problem-solving with Viva Engage. And you'll see how to run internal campaigns for communications, training and change management with Viva Amplify.

Part 4: Dynamics 365 CE Integration - Perfect for customer engagement teams that are already using Dynamics 365 CE/CRM, or considering it, this short section will explore the out-of-the-box and custom integration options for Dynamics 365 CE with Copilot, SharePoint, Teams, and Calling. You'll also learn how you can integrate your CRM (regardless of which CRM solution you use) with SharePoint to deliver extranets and client and project portals.

Wrap-Up: M365 Success - We'll conclude with a discussion on three critical components for Microsoft 365 success: planning, containing sprawl, and a center of excellence to drive adoption.

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: An understanding of the fundamentals of Microsoft Teams (chats, teams, channels, posts).

Advanced Preparation: None

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 19 Location: CPE credits: 8 Learning Objectives:

• Understand GP Power Tools and how it solves many pain points
• Learn how to optimize your system
• Learn how customize your system

GP Power Tools from Winthrop Development Consultants is a powerful suite of tools to help you support, administer, and customize your Microsoft Dynamics GP system.

This workshop will introduce all the features of the latest build of GP Power Tools and explain the benefits of each. We will cover the features of all four of the modules so that you have a full understanding of what the tool is capable of and how it can solve your pain points. The modules of GP Power Tools are:

• System Features module
• Administrator Tools module
• Developer Tools module
• Form Control Tools module
• Database Tools module

We will cover topics such as identifying resources (windows, tables, fields, etc.), resolving application security issues, setting up deny based security, capturing screenshots and logs, troubleshooting the cause of an issue, controlling Dex.ini settings and even avoiding issues by color coding companies.

We will also cover the scripting and programming capabilities of the tools, showing how it can be used to customize the system and fix issues. Also, we will explore the Database Validation feature to understand how this will help ensure your system is in “tip top” shape and so avoid upgrade issues.

David Musgrave, the developer, will guide you through the installation process and use of the tools. You will learn what the recommended configuration is and how to set up the tools to get the most out of it.

*** This course requires a separate registration from the Conference ***

Program Level: Intermediate

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: Knowledge of navigating and administering Dynamics GP. Development skills are a bonus.

Advance Preparation: Install standalone SQL and Dynamics GP on laptop

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 19 Location: CPE credits: 8 Learning Objectives:

• Master key Power Query functionalities to combine, clean, and transform data for finance and accounting workflows.
• Automate recurring tasks like budget consolidation and monthly reporting to improve efficiency.
• Leverage Power Query within Power BI and Microsoft Fabric for seamless integration and advanced analytics capabilities.

This session is designed for finance and accounting professionals looking to transform their data management workflows using Power Query. Through five comprehensive modules, participants will gain hands-on experience in optimizing data processes, automating manual tasks, and integrating Power Query with Power BI and Microsoft Fabric for advanced analytics.

What’s Covered:

Module 1: Power Query Overview

Learn how Power Query simplifies data management and transforms your daily tasks by streamlining complex processes.

Module 2: How to Combine Data

Master the art of combining data from multiple sources, such as CSV files, Excel spreadsheets, and tables, into a unified dataset.

Module 3: How to Transform Data

Explore essential transformation techniques like pivoting, unpivoting, and handling dates, columns, and text for cleaner and more structured data.

Module 4: Automating Common Finance Tasks

Discover how to automate repetitive finance tasks, such as combining budget files and monthly reporting, to save hours of manual effort.

Module 5: Power Query in Power BI and Fabric

Dive into advanced applications by integrating Power Query with Power BI and Microsoft Fabric, enabling seamless workflows and unlocking powerful insights through enhanced data visualization and analysis.

By the end of this session, attendees will be equipped with the skills to clean, transform, and automate their data processes, empowering them to drive more efficient and accurate financial decision-making.

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: Basic familiarity with Excel and financial reporting processes. 

Advanced Preparation: None

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 19 Location: CPE credits: 8 Learning Objectives:

• Differentiate between Permissions, Permission Sets, User Groups, Users, and License Configuration
• Learn about tracking changes and other security tools in Business Central
• Design or revise one’s organizational Permissions approach

The proper setup and administration of security and permissions within Microsoft Dynamics 365 Business Central can make all the difference. Get it right and you as the system administrator can save yourself and your users countless hours of time and frustration. Fail to optimize your setup and you’re not only going to regret it every day, but you’re opening yourself up to issues with controls and access – and you know how management and the auditors feel about that. Join this class to understand master data related to security and permissions, understand the permission hierarchy, know how to add permission sets and related permissions, and know the best practices for setup and managing. As a bonus, you’ll leave with a detailed security template to jump-start your permissions analysis.

Class topics: 

Permissions and Permission Sets​
Users and User Groups​
Change Log
Security Planning
Permissions Recorder

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: Each student will receive via email connection instructions to their individual virtual classroom link and hands-on practice environment shortly before class. Connections to both resources should be tested before class. We recommend using a second monitor

Advance Preparation: None

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 19 Location: CPE credits: 8 Learning Objectives:

• Understand the Setup Options for Service Management
• Understand the new functionality of the Std Service Item Group Codes
• Understand how to utilize Service Contracts

This class is designed for both new and long-time users get more from their Service Management functionality.  It will cover setup options that improve control over data capture and newer functionality that saves data entry time and improves inventory control. This class will provide insight into how setups can improve the efficiency of processing Service Orders. Users will create and process standard Service Orders, warranty Service Orders, and Service Contract Service Orders. Exercises will include creating Service Orders for individuals who are not already a customer.  As an added benefit, we will create a marketing segment to follow-up on the quality of service these "new" customers receive.

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: None

Advance Preparation: Helpful if the attended has experience navigating in Business Central

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 19 Location: CPE credits: 8 Learning Objectives:

• Master the Fundamentals of Financial Reporting: Understand the principles of creating personalized financial statements directly from your general ledger, including balance sheets and income statements, using simplified formulas and formatting options.
• Apply Practical Skills through Hands-On Exercises: Gain practical experience by building balance sheets and income statements in an online learning environment, and learn how to incorporate budgets and dimensions into your financial reports.
• Maximize Reporting Efficiency with Excel Templates: Learn how to create and use Excel Templates to produce consistent and accurate financial reports with minimal manual work, leveraging the latest updates and improvements in Microsoft Dynamics 365 Business Central

Join us for an in-depth training session where you'll discover how to harness one of Microsoft Dynamics 365 Business Central’s most powerful tools to create personalized financial statements directly from your general ledger.

In this session, you'll learn the fundamental principles of effective financial reporting. Through hands-on exercises in our online learning environment, you'll have the opportunity to apply what you learn to build your own balance sheet. We'll guide you through creating each section of the balance sheet, using quick and simplified formulas, and exploring simple formatting options. You'll also discover how to view the same balance sheet format from different commonly used perspectives.

Next, we'll move on to constructing an income statement. You'll learn how to incorporate simplified formulas and formatting options, and how to review different views. Building on the income statement, we'll show you how to integrate budgets and dimensions into your financial reports.

This year, we have a wealth of new material to cover, thanks to the latest changes and improvements Microsoft has introduced to financial reporting.

Finally, we'll wrap up the session by teaching you how to maximize your use of financial reporting with Excel Templates. Learn how to produce your reports in Excel each month with just a simple refresh of the numbers – eliminating inconsistent report formats and manual work.

*** This course requires a separate registration from the Conference ***

Program Level: Intermediate

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: Students must bring their own laptop to class and will be provided with a link to the online learning environment prior to class.

Advanced Preparation: None

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 19 Location: CPE credits: 16 Learning Objectives:

• -
• -
• -

***  This is a two-day Academy course. Registration for individual class days is available.  ***

Warehousing 101 (Day 1)- Warehousing Basics is a comprehensive 1-day course designed to provide participants with a solid foundation in warehouse operations and management in Business Central. This course covers essential concepts, configurations, and practices necessary for effective warehouse management.

• Warehouse Concepts and Setup - Understand Bins, Racking, Zones and their significance.
• Warehouse Configurations of Bin Setup, Inventory/Warehouse/Move Transactions
• Basic Inventory Transactions such as Putaway, Picks, Movements 

Learning Objective 1: Have a firm understanding of basic warehouse configuration options including: bin setup, racking, zones and pick paths

Learning Objective 2: Have a firm understanding of basic warehousing transactions including: inventory put aways, inventory movements and inventory picks

Learning Objective 3: Understand what level of warehousing complexity is required to handle warehousing for their business.

Warehousing 102  (Day 2) - Advanced Warehousing is an intensive 1-day course designed to equip participants with advanced knowledge and skills in warehouse management in Business Central. Building upon the foundational concepts covered in Warehousing 101, this course delves deeper into advanced strategies and configurations for optimizing more complex warehouse operations.

• Warehouse concept - Picking strategies, pickpaths and replenishment
• Warehouse Configurations of zones/bin advanced setup for transactions including directed replenishment
• Advanced Warehouse setup - tailoring setup to your business needs
• Advanced Warehouse Trx- Warehouse shipments /Receipts / Putways /Picks

Learning Objective 1: Have a firm understanding of advanced warehouse configuration options including: advanced bin setup, zones, optimal pick paths, and picking strategies

Learning Objective 2: Have a firm understanding of advanced warehousing transactions including: Warehouse receipts, Warehouse put aways, warehouse shipments, warehouse picks, directed replenishments

Learning Objective 3: Understand what warehouse configurations are required to optimize throughput in your warehouse

Program Level: Beginnner (Day 1); Intermediate (Day 2) 

Delivery Method: Group Live

CPE Credits: 8 for one day/16 for both days

Prerequisites: None

Advanced Preparation: 

• Day 1: None
• Day 2: Participants should have a strong understanding of warehousing fundamentals in Business Central, either through prior experience or completion of Warehousing 101 - Warehousing Basics or equivalent coursework.

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $500

Days: Oct 19 Location: CPE credits: 4 Learning Objectives:

• Understand Copilot’s current capabilities in Business Central
• Learn how to activate and configure Copilot features
• Explore practical use cases across finance, sales, and operations

Copilot is revolutionizing the way users interact with Business Central by bringing the power of AI directly into your day-to-day workflows. In this hands-on Academy session, we’ll explore how Copilot is being used across Business Central to enhance productivity, streamline decision-making, and improve user experience for both new and seasoned users.


Whether you're a business user, consultant, or IT professional, this session will give you a clear, practical introduction to what Copilot is, how it works within Business Central, and where it’s heading next. You'll leave with a strong understanding of how to take advantage of Copilot's capabilities—from assisting with tasks like creating draft responses and summarizing.

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 4

Prerequisites: A sandbox for Business Central running the latest version of BC

Advanced Preparation: Common use of Business Central a plus

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 23 Location: CPE credits: 8 Learning Objectives:

• Understand how Microsoft Fabric can benefit specific business scenarios by unifying data and analytics.
• Learn to leverage Fabric’s integrated analytics platform to streamline workflows and boost productivity.
• Build impactful reports using Power BI, Shortcuts, Dataflows Gen 2, and Pipelines for actionable insights.

This intermediate-level workshop is tailored for Power BI Data Analysts who are new to Microsoft Fabric. The session focuses on leveraging Microsoft Fabric to unify data, streamline workflows, and generate impactful insights with Power BI. Participants will experience a complete end-to-end analytics solution, from ingesting data to building powerful reports with automatic refresh, enabling them to scale analytics and reduce costs in a secure, governed environment. 

Discover the power of Microsoft Fabric in this Microsoft Official one-day workshop designed for Power BI Data Analysts. As a recognized Fabric Featured Partner, we’ll show you why we’re the best to learn from by demonstrating how to unify disparate data, harness end-to-end analytics across Azure Data Factory, Azure Synapse Analytics, and Power BI, and generate meaningful insights. Participants will learn to break down data silos, optimize data management, and scale analytics in a secure, governed environment. By the end, you’ll walk away with practical knowledge to create rich dashboards, automate data refresh, and unlock the full potential of your data for AI-driven innovation. 

*** This course requires a separate registration from the Conference ***

Program Level: Intermediate

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: Experience with Power BI 

Advanced Preparation: None

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 23 Location: CPE credits: 8 Learning Objectives:

• Setup of Dynamics GP Fixed Assets.
• Depreciation and general ledger posting in Dynamics GP Fixed Assets.
• Reporting on assets in Dynamics GP.

Are you juggling Fixed Assets across spreadsheets or other products? It’s time to bring them into Dynamics GP and take full control!

In this full-day, hands-on course, we’ll guide you through everything you need to know to set up, manage, and optimize the Dynamics GP Fixed Asset module—with plenty of time for practice, troubleshooting, and real-world application. We’ll start with setup to ensure smooth and efficient processing, walk through adding new assets, and show you how to run depreciation efficiently. You’ll also learn how to generate reports that meet the needs of auditors and executives—so you can provide the right information, exactly when it’s needed.

But we’re not stopping at the basics! We’ll uncover hidden features, tackle common setup mistakes that could be costing you time and accuracy, and share expert tips to troubleshoot and prevent issues before they happen.

By the end of this course, you will walk away not just with newfound skills, but with the confidence to leverage the full potential of Dynamics GP's Fixed Asset module. Whether you're brand new to Fixed Assets or looking to refine your skills, this session will help you ditch the spreadsheets and take control of one of GP’s most underutilized modules!

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: None

Advanced Preparation: None

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 23 Location: CPE credits: 8 Learning Objectives:

• AI Agents and Copilots
• Participants will acquire a conceptual understanding of the main building blocks of generative AI
• step-by-step practical guidance on building Agents and Copilots that can effectively answer questions, capture key information, and perform various tasks.

This workshop is tailored for those new to generative AI application development. Participants will acquire a conceptual understanding of the main building blocks of generative AI and step-by-step practical guidance on building Agents and Copilots that can effectively answer questions, capture key information, and perform various tasks.

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: None

Advanced Preparation: None

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}

Price: $1,000

Days: Oct 23 Location: CPE credits: 8 Learning Objectives:

• On your first day back in office, you have a realtime PowerBI Dynamics GP Trial balance for any year including those that are open.
• Understanding how to connect your Dynamics GP for PowerBI purposes.
• See the power of visualizations, filters, slivers and pages within PowerBI.

In this comprehensive one-day class, we will construct a live Dynamics GP General Ledger Trial Balance report in Power BI. This report can be utilized for any year, even if multiple years are open.
Throughout the session, we will delve into the data connections required for Dynamics GP while developing the fundamental report that incorporates visualizations (charts, graphs), filters, slicers, and pages.
As an additional benefit, I have included the custom code and license key, enabling you to utilize this live GL data code within your organization.

Furthermore, I would like to highlight that this report is compatible with Binary Stream MEM.

*** This course requires a separate registration from the Conference ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: None

Advance Preparation: None 

_{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.}

_{By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at [email protected].}