Agenda

Opening Keynote

Increasing your professional power as you move to your NEXT    

Increase your personal productivity, effectiveness and bottom line. Amazon bestselling author and top rated speaker Dr. Jerry V. Teplitz will show you how to increase your personal power every day through actual tools and techniques that will increase your energy level, empowering your personal journey to NEXT.  These immediate, effective and easy methods can be applied to all aspects of your professional life.

Click here for session handouts and more information about Dr. Jerry Teplitz.

Session 1

Dynamics GP – What’s Next

In this session, we’ll review why it’s time to upgrade to GP 2018 R2, how to plan for your successful upgrade, and introduce Stratos Cloud.  Dynamics GP and Cloud?  We’ll recap the “how”, “why,” and successes of moving clients to our Stratos Cloud and the value impact to your business.

Dynamics SL – Spring 2019 Release Update

Microsoft Dynamics SL latest 2018 release CU2 (cumulative update 2) will be available in Q2. Attend this session to learn the latest about Dynamics SL 2018, Web Apps, and technology updates. Gain insight into the new features and functionality you can leverage when you plan your upgrade to SL 2018. We’ll recap the “how”, “why,” and successes of moving clients to our Stratos Cloud and the value impact to your business.

Dynamics NAV/D365BC – Overview, Tips & Tricks, and Roadmap

Learn the fundamentals to optimize your NAV/D365BC user experience. This session will help you to guide how to make a NAV/D365BC user’s everyday activity more effective and efficient.  We’ll also provide insight into Microsoft’s roadmap priorities for NAV/D365BC, with a glimpse into what will be made available in the next wave of product updates.

Session 2

Cloud : Accelerating your NEXT…

Join Velosio SME’s as they make sense of cloud deployments, and describe how cloud platform technology can accelerate your business to the next level. Learn about security in Microsoft Azure, fighting ransomware, and navigating virtual machines in Azure. Hear about best practices for deploying workloads in Azure, as well as and testimonials from actual cloud hosting clients. Learn how these clients benefit from cloud deployment, and leverage Velosio cloud expertise to identify additional deployment opportunities.  Participate in the open technical Q&A session to get direct answers to your specific questions from peers and cloud deployment SME’s.

Corporate Performance Management | Financials, Budgeting, and Forecasting – Solutions Showcase

Corporate Performance Management (CPM) solutions give you the ability to streamline your financial budgeting, forecasting, and reporting. It also helps provide analysis and visibility of important operational data. Learn how CPM tools can take you from being reactive to becoming a strategic business partner across your organization. Take this opportunity to see solutions go head-to-head, showcasing their strengths.

Move to Modern with Dynamics 365 Business Central 

Built for the success of SMB businesses in today’s cloud-centric, digital-first world – D365 Business Central is the all-in-one business management solution that’s connecting people and processes like never before.  Business Central has seen increasing adoption by organizations looking to digitally transform their business – join this session and discover why.  The time is now to begin planning for your company’s journey to cloud. 

Understanding Power Platform | Leverage Power Platform to Digitally Transform Manual Processes and Disconnected Data

This session will provide an overview of Microsoft’s Power Platform.  Microsoft is modernizing business processes across productivity, CRM, and ERP applications – and it is now easier for every business to transform how they work.  We’ll overview the value and use cases that organizations are using today to improve their operations.  We’ll cover powerful app building tools, like how to leverage Flow to connect to data sources and PowerBI to provide robust BI against data that was previously stuck in silo’s. Join this session to better understand the possibilities for your business.

Why CRM: One Microsoft, One Platform – Explore the Potential

Turn relationships into revenue and have your customers raving about you in the process. What makes Dynamics 365 unique is that it harnesses the power of One Microsoft. It sounds basic… but the fact is that the classic delineation between CRM and ERP has created a separation in data and processes. Dynamics 365 breaks down this separation, and our business platform strategy, together with CIT, AI, and IOT, is centered on enabling this to new levels. Join this session to better understand how CRM can power your business performance and insights and get a sneak peek at Velosio Connected Intelligence, our new solution leveraging AI to transform lost data into actionable insights.

Session 3

Dynamics GP – Are you a victim of under-utilized features syndrome?

Join this fun session where we’ll explore features and functionality you can use to improve efficiency and streamline business processes. New and long-time GP users will learn about optimizing systems using Dynamics GP’s robust capabilities. A few topic highlights: SmartList tips, Workflow, Combiner tools, Auto Deposit, Customer Refunds, PO Prepayments, and more!

Dynamics SL and the Microsoft Power Suite

Microsoft continues to invest in cloud technologies that impact you and your business. These technologies are not “coming soon” – they are available now and can have a positive impact on your business today!  Attend this session to learn about how Dynamics SL interacts with Microsoft PowerBI, Power Apps, Flow, and the Intelligent Cloud and learn how you can start using them today.

Dynamics 365 Business Central – SEE the WOW

Today, you operationalize on the traditional on-premise ERP value. In this session, discover how with “cloud” you can do that – and more.  Achieving digital transformation is about reimagining how you bring together people, data, and processes to create value for your customers and maintain a competitive advantage in a digital-first world.  Microsoft is pushing productivity to the next level by delivering fresh experience to Business Central customers.  We’ll showcase what that looks like, the efficiencies your company can gain, and the cloud potential waiting for you.

Office 365 | Optimize your Microsoft investment

Join Velosio SME’s as they describe how Microsoft Office 365 is a differentiator for email, productivity, and security.  Learn about Security, Teams, and Document Management.  Hear about Best Practices in O365 from our SME’s, and real-world examples from participating clients. Learn how clients leveraged O365 functionality and support from Velosio to benefit their organization.  Participate in the open Q&A session to get direct answers to your specific questions from peers and O365 SME’s.

The following Finance and Operations and CRM sessions are available at the Columbus event only.

Dynamics 365 Finance and Operations – Spring Release Update

This jam-packed session will provide information on the latest updates to Dynamics 365 Finance & Operations, including Financials, Supply Chain, Navigation, Forms, and product updates like the subscription estimator and volume-based licensing. 

Demystifying “Upgrades|Updates|Migration” OH-MY! Understanding the D365 Finance and Operations & the AX journey

As companies continue to grow, ERP complexity and customization increase, resulting in upgrades becoming intensive, disruptive, and time-consuming. It’s no wonder many companies delay upgrades for long periods of time. Next to “new implementation,” no words may impact a client more than “upgrade.”  This session will review strategies to ensure your company is optimized to adopt Microsoft’s new update cadence – announced with the Spring Launch.   The Evergreen application (also referred to as Run 1) will place every Microsoft Dynamics 365 Finance & Operations client on the latest release, always.

Dynamics 365 Customer Engagement – Spring Release Update

Microsoft continues to invest in the Dynamics 365 CE platform with the new User Interface to drive user adoption and extended capabilities. In this session, we will explore many of the new features in the April 2019 release including the latest on the Common Data Service and integrations with Dynamics Business Central, Forecasting (many companies struggle with it), LinkedIn and the replacement of Inside View, the emergence of Dynamics 365 for Marketing, and the convergence and integration of the Power Platform and Teams. We’ll also highlight some of our favorite new Customer Service, PSA, Mobile, and Portal module enhancements. 

Leverage technology to harness your D365 Customer Engagement potential

Leverage Microsoft’s Power Platform and the new Dynamics 365 CE unified interface to drive user adoption and productivity. This session will show how to unleash the power of Dyanimcs 365 model-driven applications and forms to customize user experiences for specific business units, functional teams, or custom workstreams.