Price: $1,600

Days: Oct 18 Location: Suwannee 3 - Convention Center, Mezzanine 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

Registration for this course is closed. 

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: Naples 3 - Convention Center, Level 2 CPE credits: 8 Learning Objectives:

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

Registration for this course is closed. 

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. Registration is avaliable here. ***

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: Osceola 1 - Convention Center, Level 2 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.

Registration for this course is closed. 

Step into the fast lane of AI transformation with this power-packed, one-day experience. This session distills the most impactful insights from the acclaimed 365 Leadership Summit (www.365ls.info) into a single, strategy-focused day. You’ll hear from Microsoft thought leaders, see real-world Copilot success stories, and walk away with a clear, actionable roadmap for leading your organization through the AI revolution—without the fluff, overwhelm, or tech jargon.

KEYNOTE: THE RISE OF THE FRONTIER FIRM: THE NEXT WAVE OF BUSINESS WITH AI AND COPILOT

Grant Dess (Microsoft)

8:00-9:00 am

2025 will mark a turning point in the workplace: the birth of the Frontier Firm—a new kind of organization that blends human ingenuity with AI at scale. This strategic keynote will dive into Microsoft's bold vision for how Copilot, AI Agents, and the Microsoft Cloud are fundamentally reshaping work.

From Sales and Service to Operations and HR, AI isn’t just assisting people—it’s becoming part of the team. You’ll hear insights from Microsoft’s global research, the latest innovations on their roadmap, and practical calls to action for leaders to prepare their people, processes, and mindsets for the AI-powered future.

DIGITAL STRATEGY: CREATING A VISION AND ROADMAP FOR AI AND DIGITAL TRANSFORMATION

Tricia Desso-Cox

9:05-10:05 am

Between 40%-70% of digital workplace projects fail two or more times before finding success, and about 80% of AI agent projects never get to production. 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. Poor planning leads to poor adoption. Poor adoption leads to bad data. Bad data leads to bad suggestions from AI. Bad suggestions result in bad decisions that can hurt every part of your business.

Planning for digital modernization projects that require engagement and adoption is a unique process. This session delivers an annual planning framework for moving your project forward, getting it back on track, or for starting a new project with the right foundation. You’ll pick up practical tips for:

• Value Articulation: Learn to understand and communicate the value of your project to management effectively.
• User and Leadership Engagement: Discover strategies to involve users and leadership in planning.
• Predicting and Improving Adoption: How to use behavior mining for SWOT analysis of adoption, and creating an AI-driven plan for improvement.
• Practical Planning Exercises: Participate in group planning exercises you can replicate with your team.
• Streamlined Facilitation Methods: Acquire unique facilitation techniques that simplify and enhance the planning process.

By the end of this session, you’ll have a clearer understanding of how to create a plan that not only aligns with your organizational goals but also positions your project for success from the start.

MORNING BREAK

10:05-10:20 am 

ENGAGE, EDUCATE, EMPOWER: CREATING A CENTER OF EXCELLENCE TO TRANSFORM YOUR BUSINESS

Traci Winter

10:20-11:20 am

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, analytics and business intelligence, and citizen developers. And they will be critical in driving the acceptance of Copilot and other AI into the workplace.

In this session, you’ll learn practical steps and strategies for setting up and evolving a CoE tailored to your organizational needs.

• Understanding CoE: Grasp the concept of a Center of Excellence and its significance.
• Business Scenarios: Explore how CoE can be applied to various changes, including CRM, citizen development, records management, BI/data-centric approaches, and AI adoption.
• Evolving a CoE: Learn about the four stages of developing a CoE.
• The Fourth Pillar: Understand the role of governance and master data management in creating an effective CoE.
• Microsoft’s CoE Power App Solution: Discover how Microsoft’s CoE Power App can be integrated into your CoE strategy.
• Setting Up a CoE: Follow these first six steps to develop a CoE in your business.

Learning Objectives:

• Grasp the concept of a Center of Excellence and its significance to business leadership.
• Explore how CoEs are being applied to various changes, including AI adoption.
• Learn the four stages of developing a CoE to build your own CoE project plan.

PANEL DISCUSSION: FROM AI READINESS TO ROI: REAL-WORLD COPILOT DEPLOYMENTS

Featuring Cara Gwinn, Geoff Ables, and TBD 

11:25 am -12:15 pm

Join several business leaders from across industries for an engaging panel discussion on Copilot's real-world business impact, moderated by Microsoft and C5 Insight.

• Customer Testimonials: Hear directly from Microsoft customers as they share their unique AI journey and the notable results they’ve achieved with Microsoft Copilot.
• Practical Use Cases: Discover practical applications of AI across different industries, showcasing how Copilot has been integrated to streamline operations and enhance decision-making.
• Ask Your Questions: In an open dialog with our panelists. And network with them afterward to dive even deeper.

LUNCH

12:15-1:30 pm 

OPTIONAL ROUNDTABLE TOPICS

• Change Management and User Adoption
• AI & Copilot Use-Cases
• Roadmaps: Vision and Planning
• Security in the AI Age

KEYNOTE: How AI is Reshaping Every Job in Every Business

Presented by Ally Jameson (an AI), with support from Geoff Ables

1:30-2:30 pm

Ally Jameson is C5 Insight’s AI, and she has something to say…

“Join me for an exciting and groundbreaking session where I will take the stage as the first AI to deliver a session about AI!

During this session, you’ll learn what Microsoft Copilot can do, what’s coming down the pipeline in the world of AI, and how it will change (and is changing) the way we do business at every level of every organization. I will demonstrate the power of Copilot and how it can assist us in our daily tasks, making our work more efficient and productive.

And yes, I’ll be taking questions from the audience and answering them—I’m more capable than you think.

Don’t miss this unique opportunity to witness the future of AI in action and learn about the potential of Copilot to revolutionize the way people work.”

• Discover the capabilities of Microsoft’s Copilot(s) and how different versions can assist with simple and complex daily tasks.
• Learn about what’s next for Copilot and how it will continue to change the way we do business.
• Witness the power of AI in action and explore the potential of Copilot to revolutionize the future of work.

INTERACTIVE SESSION: PRIORITIZE YOUR NEXT STEPS

Facilitated by Tricia Desso-Cox and Traci Winter

2:30 - 3:30 pm

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.

AFTERNOON BREAK

3:30-3:45 pm 

RECAP: 7 HABITS OF AI AND DIGITAL TRANSFORMATION LEADERS

Presented by Geoff Ables

3:45-4:45 pm 

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, you’ll learn 7 essential components that every successful digital workplace project must have to prepare for the coming changes, including:

• Proven Planning Strategies: Crafting a vision and a plan for AI and digital transformation.
• Stakeholder Engagement: Ensuring involvement from the C-suite to front-line employees.
• Designing for Differentiation: Using AI to tailor your technology—driving operational efficiency and delivering competitive differentiation.
• Data Quality & Governance: AI is only as good as your data. Learn to overcome the garbage-in, garbage-out syndrome that is already undermining AI operations in many organizations.
• Cultivating a Culture of Change: Ride the wave of change by driving adoption through learning, development, communication, and active listening.
• Support, Maintenance, and Continuous Improvement: Ensure your digital workplace AI continues to learn and grow.
• People-Centric Success: Strategies to ensure your AI initiatives remain centered on customer and employee needs.

*** This course requires a separate registration from the Conference. Registration is avaliable here. ***

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: Osceola 2 - Convention Center, Level 2 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.

Registration for this course is closed. 

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 - Help Desk: You'll use "describe it to design it" to let Copilot build an initial knowledge-based Help Desk agent. You'll learn from how Copilot creates prompts and instructions. Then you'll expand your agent by tapping into knowledge in Excel and other files (including tips for how to get the most out of Excel-based files when building your agents). You'll refine the instructions for your agent, and the basics of testing and debugging your agent. You’ll publish the agent to Teams..
• Agent 2 - Website Q&A Agent:  For the second agent, you'll use the ready-to-customize Website Q&A Agent to create a conversational agent trained on knowledge on public websites and SharePoint. You’ll learn strategies and limitations for grounding a Copilot in SharePoint data. We’ll dive into Topics to guide conversations, response formatting, and you'll learn how to publish to a website.
• Agent 3 - Autonomous Dataverse Agent: Together we will build a third agent to interact with Dataverse data to process Sales Leads. You'll learn when to use Knowledge versus Flows to interact with the Dataverse and other knowledge sources. You’ll learn about trigging an agent to start autonomously, use tools like flows and prompts to interact with knowledge and interact with users. You'll dive deeper with Topics and learn the differences between Flows and Topics and when to use each.
• Agent 4 - Agentic Actions: You'll learn how to extend your agent to more intelligently interact with users and take actions like writing data back to the Dataverse. We'll dive into connectors, agents that call other agents, orchestration, and model context protocol.

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. Registration is avaliable here. ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: 

• General familiarity with Microsoft Copilot
• It will be helpful if you have a basic knowledge of Power Automate and the Dataverse

Advance Preparation: 

• If you want to participate hands-on, ensure that you have access to Copilot Studio. Instructions for this will be provided prior to the session.
• You are also encouraged to explore the Microsoft Learn documentation about ready-to-customize Copilot Studio templates: Create a custom agent from a prebuilt agent - Microsoft Copilot Studio | Microsoft Learn

_{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 18 Location: Destin 2 - Convention Center, Level 2 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

Registration for this course is closed. 

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. Registration is avaliable here. ***

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 18 Location: Sarasota 1 - Convention Center, Level 2 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.

Registration for this course is closed. 

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. Registration is avaliable here. ***

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: $500

Days: Oct 18 Location: Destin 2 - Convention Center, Level 2 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

Registration for this course is closed. 

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. Registration is avaliable here. ***

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: $1,600

Days: Oct 18 Location: Osceola 4 - Convention Center, Level 2 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.

Registration for this course is closed. 

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: $1,600

Days: Oct 18 Location: Suwannee 2 - Convention Center, Mezzanine 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.

Registration for this course is closed. 

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: Suwannee 1 - Convention Center, Mezzanine CPE credits: 16 Learning Objectives:

• Have a firm understanding of activities including: critical setups, master data, and time savers.
• Have a firm understanding of how transactions process through the system and their financial impact.
• Have a firm understanding of financial report building including use of dimensions.

Registration for this course is closed. 

In this 201 class, you'll learn the basics of sales and purchase enhancers before we dig into critical master data and processes. We’ll expand on out of the box functionality to improve efficiency, ensuring accuracy in financial data. We’ll begin layering the time savers into the sales and purchasing process before ending this 2-day course focusing on key month end close processes, tie outs and building your own financial statements.

Course Outline Day 1:

1. Enhancers
   • Recurring Purchase and Sales
   • Deferrals
2. Master Data:
   • Inventory Setup: Learn the impact of inventory setups and posting groups.
   • Items: Learn the critical fields in item setup and how to best define inventory.
3. Payables:
   • Contacts and Vendors:
   • Setups
   • Purchase Order to Invoice: including recurring,
   • Purchase Return to Credit:

Course Outline Day 2:

1. Sales:
   • Setups
   • Sales Order to Invoice: including recurring,
   • Sales Return to Credit:
2. Month End:
   • Bank Reconciliation
   • Ledger to Subledger
   • Inventory
3. Financial Reporting

By the end of this course, participants will have a comprehensive understanding of key accounting functionalities and be prepared to tackle their month end effectively and efficiently.

Target Audience: This course is ideal for accounting managers, supervisors, and anyone involved in accounting/finance or seeking to enhance their knowledge in this field.

Prerequisites: If new to Business Central, it is recommended to take the Business Central Accounting 101 course. This course is suitable for beginners as well as individuals looking to refresh their understanding of accounting in Business Central.

Mode of Delivery: The course will be delivered through a combination of lectures, interactive discussions, and hands-on exercises to ensure active engagement and practical learning.

Join us for Business Central Accounting 201 and take the first step towards mastering the fundamentals of accounting in Business Central!

Program Level: Intermediate

Delivery Method: Group Live

CPE Credits: 16

Prerequisites: If new to Business Central, it is recommended to take the Business Central Accounting 101 course. This course is suitable for beginners as well as individuals looking to refresh their understanding of accounting in Business Central.

Advanced Preparation: None. Attendees will be required to 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: $1,600

Days: Oct 18 Location: Osceola 3 - Convention Center, Level 2 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.

Registration for this course is closed. 

***This is a two-day Academy course. Registration for individual class days is available here. Day 2 will feature advanced labs and assumes attendees have a basic understanding of Copilot Studio and Prompt Engineering. ****

Copilot Studio is a graphical, low-code tool for both creating an agent—including building automation with Power Automate—and extending a Microsoft 365 Copilot with your own enterprise data and scenarios. One of the standout features of Copilot Studio is its ability to connect to other data sources using either prebuilt or custom plugins and integration with Azure AI Foundry. This flexibility enables users to create and orchestrate sophisticated logic, ensuring that their agent experiences are both powerful and intuitive.

An agent is a powerful AI companion that can handle a range of interactions and tasks, from resolving issues requiring complex conversations to autonomously determining the best action to take based on its instructions and context. Agents coordinate a collection of language models, along with instructions, context, knowledge sources, topics, actions, inputs, and triggers to accomplish your desired goals.

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.

In this hands-on academy session, Microsoft AI and Business Applications MVP and Microsoft Certified Trainer Prashant G Bhoyar will cover how organizations can use the Microsoft Copilot Studio, Microsoft Power Platform, Dynamics 365, MCP, ChatGPT, DeepSeek, Azure AI Foundry, and Azure OpenAI services to build next-gen sophisticated enterprise-grade agents and custom copilots.

Day 01: We will cover

1. Agents and Copilots Key Concepts
2. Multimodal Apps and Autonomous Agents Key Concepts
3. ChatGPT key concepts
4. Azure OpenAI Key Concepts
5. Azure AI Foundry Key Concepts
6. Fundamentals of Prompt Engineering
7. Microsoft Copilot Studio Key Concepts
8. Authentication in Microsoft Copilot Studio
9. Copilot Studio Knowledge Sources
10. Copilot Studio Tools

Day 02: We will cover

1. Copilot Studio and MCP ( Model Context Protocol)
2. How can fusion teams take advantage of Azure OpenAI, ChatGPT, DeepSeek, Azure AI Foundry, and Microsoft Copilot Studio?
3. Azure AI Foundry + Microsoft Copilot Studio
4. How to use DeepSeek R1 with Azure AI Foundry?
5. How to create multimodal agents and custom copilots?
6. How to create the multi-agent systems?
7. How to create Autonomous agents?
8. How to evaluate a use case and find the ROI?
9. Best Practices
10. Responsible AI: Delve into the ethics and responsible use of AI.
11. Enterprise-level applications, Custom Copilots, and AI Agents: Learn to develop robust, scalable multimodal applications, Custom Copilots, and AI Agents using Copilot Studio, Azure AI Foundry, and Azure OpenAI, focusing on industry requirements and best practices.

At the end of the hands-on academy session, attendees will have a working knowledge of Microsoft Copilot Studio, Azure AI Foundry, Azure OpenAI, MCP, ChatGPT, DeepSeek, and how to use them to create enterprise-grade intelligent Agents and custom Copilots.

You’ll get access to Microsoft Copilot Studio, Azure, Azure AI Foundry, and Azure OpenAI services (a $500 value) for the hands-on labs. If you already have your own Microsoft Copilot Studio or Azure subscription, you can use that instead.

 

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 16

Prerequisites: None for Day 01. Day 2 will feature advanced labs and assumes attendees have a basic understanding of Copilot Studio and Prompt Engineering.

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. You’ll get access to Microsoft Copilot Studio, Azure, Azure AI Foundry, and Azure OpenAI services (a $500 value) for the hands-on labs. If you already have your own Microsoft Copilot Studio or Azure subscription, you can use that instead.

_{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: Gainesville 1 - Convention Center, Level 2 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.

Registration for this course is closed. 

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: Tampa 3 - Convention Center, Level 2 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

Registration for this course is closed. 

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: $1,600

Days: Oct 18 Location: Sarasota 2 - Convention Center, Level 2 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

Registration for this course is closed. 

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: Suwannee 3 - Convention Center, Mezzanine 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.

Registration for this course is closed. 

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

Registration is avaliable here

_{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: Osceola 6 - Convention Center, Level 2 CPE credits: 8 Learning Objectives:

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

Registration for this course is closed. 

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. Registration is avaliable here. ***

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: Osceola 4 - Convention Center, Level 2 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.

Registration for this course is closed. 

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: $1,600

Days: Oct 19 Location: Suwannee 2 - Convention Center, Mezzanine 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.

Registration for this course is closed. 

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 19 Location: Suwannee 1 - Convention Center, Mezzanine CPE credits: 16 Learning Objectives:

• Have a firm understanding of activities including: critical setups, master data, and time savers.
• Have a firm understanding of how transactions process through the system and their financial impact.
• Have a firm understanding of financial report building including use of dimensions.

Registration for this course is closed. 

In this 201 class, you'll learn the basics of sales and purchase enhancers before we dig into critical master data and processes. We’ll expand on out of the box functionality to improve efficiency, ensuring accuracy in financial data. We’ll begin layering the time savers into the sales and purchasing process before ending this 2-day course focusing on key month end close processes, tie outs and building your own financial statements.

Course Outline Day 1:

1. Enhancers
   • Recurring Purchase and Sales
   • Deferrals
2. Master Data:
   • Inventory Setup: Learn the impact of inventory setups and posting groups.
   • Items: Learn the critical fields in item setup and how to best define inventory.
3. Payables:
   • Contacts and Vendors:
   • Setups
   • Purchase Order to Invoice: including recurring,
   • Purchase Return to Credit:

Course Outline Day 2:

1. Sales:
   • Setups
   • Sales Order to Invoice: including recurring,
   • Sales Return to Credit:
2. Month End:
   • Bank Reconciliation
   • Ledger to Subledger
   • Inventory
3. Financial Reporting

By the end of this course, participants will have a comprehensive understanding of key accounting functionalities and be prepared to tackle their month end effectively and efficiently.

Target Audience: This course is ideal for accounting managers, supervisors, and anyone involved in accounting/finance or seeking to enhance their knowledge in this field.

Prerequisites: If new to Business Central, it is recommended to take the Business Central Accounting 101 course. This course is suitable for beginners as well as individuals looking to refresh their understanding of accounting in Business Central.

Mode of Delivery: The course will be delivered through a combination of lectures, interactive discussions, and hands-on exercises to ensure active engagement and practical learning.

Join us for Business Central Accounting 201 and take the first step towards mastering the fundamentals of accounting in Business Central!

Program Level: Intermediate

Delivery Method: Group Live

CPE Credits: 16

Prerequisites: If new to Business Central, it is recommended to take the Business Central Accounting 101 course. This course is suitable for beginners as well as individuals looking to refresh their understanding of accounting in Business Central.

Advanced Preparation: None. Attendees will be required to 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: $1,600

Days: Oct 19 Location: Osceola 3 - Convention Center, Level 2 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.

Registration for this course is closed. 

***This is a two-day Academy course. Registration for individual class days is available here. Day 2 will feature advanced labs and assumes attendees have a basic understanding of Copilot Studio and Prompt Engineering. ****

Copilot Studio is a graphical, low-code tool for both creating an agent—including building automation with Power Automate—and extending a Microsoft 365 Copilot with your own enterprise data and scenarios. One of the standout features of Copilot Studio is its ability to connect to other data sources using either prebuilt or custom plugins and integration with Azure AI Foundry. This flexibility enables users to create and orchestrate sophisticated logic, ensuring that their agent experiences are both powerful and intuitive.

An agent is a powerful AI companion that can handle a range of interactions and tasks, from resolving issues requiring complex conversations to autonomously determining the best action to take based on its instructions and context. Agents coordinate a collection of language models, along with instructions, context, knowledge sources, topics, actions, inputs, and triggers to accomplish your desired goals.

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.

In this hands-on academy session, Microsoft AI and Business Applications MVP and Microsoft Certified Trainer Prashant G Bhoyar will cover how organizations can use the Microsoft Copilot Studio, Microsoft Power Platform, Dynamics 365, MCP, ChatGPT, DeepSeek, Azure AI Foundry, and Azure OpenAI services to build next-gen sophisticated enterprise-grade agents and custom copilots.

Day 01: We will cover

1. Agents and Copilots Key Concepts
2. Multimodal Apps and Autonomous Agents Key Concepts
3. ChatGPT key concepts
4. Azure OpenAI Key Concepts
5. Azure AI Foundry Key Concepts
6. Fundamentals of Prompt Engineering
7. Microsoft Copilot Studio Key Concepts
8. Authentication in Microsoft Copilot Studio
9. Copilot Studio Knowledge Sources
10. Copilot Studio Tools

Day 02: We will cover

1. Copilot Studio and MCP ( Model Context Protocol)
2. How can fusion teams take advantage of Azure OpenAI, ChatGPT, DeepSeek, Azure AI Foundry, and Microsoft Copilot Studio?
3. Azure AI Foundry + Microsoft Copilot Studio
4. How to use DeepSeek R1 with Azure AI Foundry?
5. How to create multimodal agents and custom copilots?
6. How to create the multi-agent systems?
7. How to create Autonomous agents?
8. How to evaluate a use case and find the ROI?
9. Best Practices
10. Responsible AI: Delve into the ethics and responsible use of AI.
11. Enterprise-level applications, Custom Copilots, and AI Agents: Learn to develop robust, scalable multimodal applications, Custom Copilots, and AI Agents using Copilot Studio, Azure AI Foundry, and Azure OpenAI, focusing on industry requirements and best practices.

At the end of the hands-on academy session, attendees will have a working knowledge of Microsoft Copilot Studio, Azure AI Foundry, Azure OpenAI, MCP, ChatGPT, DeepSeek, and how to use them to create enterprise-grade intelligent Agents and custom Copilots.

You’ll get access to Microsoft Copilot Studio, Azure, Azure AI Foundry, and Azure OpenAI services (a $500 value) for the hands-on labs. If you already have your own Microsoft Copilot Studio or Azure subscription, you can use that instead.

 

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 16

Prerequisites: None for Day 01. Day 2 will feature advanced labs and assumes attendees have a basic understanding of Copilot Studio and Prompt Engineering.

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. You’ll get access to Microsoft Copilot Studio, Azure, Azure AI Foundry, and Azure OpenAI services (a $500 value) for the hands-on labs. If you already have your own Microsoft Copilot Studio or Azure subscription, you can use that instead.

_{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: Sarasota 3 - Convention Center, Level 2 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

Registration for this course is closed. 

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. Registration is avaliable here.  ***

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: Osceola 2 - Convention Center, Level 2 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.

Registration for this course is closed. 

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. Registration is avaliable here. ***

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: Gainesville 1 - Convention Center, Level 2 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.

Registration for this course is closed. 

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: Tampa 3 - Convention Center, Level 2 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

Registration for this course is closed. 

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 19 Location: Osceola 5 - Convention Center, Level 2 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.

Registration for this course is closed. 

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. Registration is avaliable here. ***

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: Osceola 1 - Convention Center, Level 2 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.

Registration for this course is closed. 

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. Registration is avaliable here. ***

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: Naples 2 - Convention Center, Level 2 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.

Registration for this course is closed. 

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. Registration is avaliable here. ***

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: $1,600

Days: Oct 19 Location: Sarasota 2 - Convention Center, Level 2 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

Registration for this course is closed. 

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: Gainesville 2 - Convention Center, Level 2 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

Registration for this course is closed. 

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. Registration is avaliable here. ***

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: Sarasota 1 - Convention Center, Level 2 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.

Registration for this course is closed. 

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. Registration is avaliable here. ***

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: Destin 2 - Convention Center, Level 2 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

Registration for this course is closed. 

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. Registration is avaliable here. ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: Each student must come prepared with their own sandbox or learning environment. 

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: Naples 3 - Convention Center, Level 2 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

Registration for this course is closed. 

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. Registration is avaliable here. ***

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 23 Location: Tampa 3 - Convention Center, Level 2 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. Registration is avaliable here. ***

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: Tampa 2 - Convention Center, Level 2 CPE credits: 8 Learning Objectives:

• How to create AI Agents with Copilot Studio
• How to leverage RAG (Retrieval Augmented Generation) to ground your agent on custom knowledge sources, and connect to Business Central and other sources of data
• How to create Autonomous Agents that reason over information and act upon Instructions provided to execute a plan of action

*** This course requires a separate registration from the Conference. Registration is avaliable here. ***

Are you feeling lonely without a Copilot of your own? Is everyone around you making their own Agents except you? Have you seen a lot of demos on building Agents but nothing that you can actually put to use in your business?

Would you want to build an Agent that your team would actually WANT to use? One that uses all the newest features in Copilot Studio leveraging the very best of Generative AI?

Together, we will build Agent BeeCee, your new trusty copilot and sidekick. Every Batman needs a Robin, and every Business Central professional needs an Agent BeeCee.

Agent BeeCee can:

• Answer your how-to questions about Business Central and its functionality based on knowledge sources you specify (Web, Files, SharePoint)
• Display, sort and filter lists of Items, Customers, Vendors, etc. (or your custom table) from Business Central
• Reason over your inquiries and give you insights about data from Items, Customers, Vendors, etc.
• Create a new record in Business Central such as an Item, Customer, or Vendor
• Send business-ready e-mails on your behalf with just a prompt, including information from Business Central such as a Sales Invoice or a Quote (yes, it can use your BC report layouts!)
• Show and answer questions about your calendar and schedule
• Schedule a meeting and send calendar invites
• Step in as first line of Business Central support, autonomously reasoning over e-mails from users to triage requests
• Tell the weather • And thanks to the built-in LLM it can also tell you dad jokes or make an origami duck!

Skills you will learn:

• Build Agents with Copilot Studio
• Create Topics
• Create Tools: built-in Connectors, custom Agent Flows, and use MCP (subject to availability at the time of the workshop)
• Create Triggers to make your Agent autonomous • Use Instructions and Descriptions to make your Copilot Agent smarter
• Work with Adaptive Cards • Deploy your Agent in Teams, a website or even inside Copilot for Microsoft 365 so you can access them inside Copilot BizChat or from Word, Excel, etc.
• Securing your Agents with authentication
• Create Agents that can talk to other Agents

Want to work with custom data? I’ll also show you how to build and deploy custom API pages in Business Central.

While not a focal point of the workshop, we will also brielfy explore using Dataverse both as a Knowledge source and for structured data.

What you’ll need:

• A laptop
• An internet connection
• If you do not have access to Business Central Online, you will be provided with access to a shared sandbox environment

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: Some hands-on experience with a commercially available AI tool like ChatGPT, Copilot, Gemini, etc. will be useful. A general understanding of AI agents will also help students hit the ground running. This are recommended but not required.

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.}

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