Finance & Operations
English · Intermediate (200)
Cruz Margaix What if Finance and Operations wasn’t just about numbers and processes, but also about creativity and delightful user experiences? With Adaptive Cards, you can add color and interactivity to F&O by surfacing the right data and actions in beautiful, lightweight cards. In this session, we’ll explore how Adaptive Cards can extend and enrich F&O—helping you design experiences that are as inspiring as they are efficient. You’ll leave with fresh ideas and practical know-how to paint your own Adaptive Card masterpieces inside F&O.
English · Intermediate (200)
Tina van Heerden 
Tommy Skaue ERP data maintenance, understanding what data needs to be stored where and for how long, is becoming a critical skill for system administrators. The cost of ignoring database management is high: unmanaged data growth can lead to slower systems response time, longer operations for system admins and increased costs. Archiving is far more than a technical afterthought; It’s a strategic imperative. This session explores the nuanced world of data maintenance and archiving, drawing on real-world scenarios and lessons learned from large-scale implementations by two Microsoft data practitioners. We’ll demystify the different types of archiving scenarios, from sequential to flexible approaches, and examine why intentional planning is critical for success. Participants will learn how to: - Identify what data truly needs to be retained and why. - Learn that cleanup routines are just the tip of the iceberg when it comes to data maintenance and effective storage use - Avoid common pitfalls, such as archiving for the sake of storage savings without considering compliance, reporting, or business continuity. - Visualize and design a holistic archiving strategy that fits both operational and analytical needs. - Understand the impact of archiving on downstream reporting, compliance, and AI-readiness. Whether you’re wrestling with terabytes of legacy data or designing an Agentic ERP, this session will equip you with practical frameworks and actionable insights to “color” your data strategy with clarity and confidence.
Intermediate (200)
Sebastian Sieber Think Project Operations is just another Project Planning tool? Think again. Dynamics 365 Project Operations is a full-fledged, enterprise-grade solution that goes far beyond simple task lists. Cut through the confusion and dive into the latest and greatest features. Let me explain to you the business value behind Microsoft's cutting-edge cost management tool, and learn why you shouldn't sleep on Dynamics 365 Project Operations. We’ll demo today’s must-know features, reveal the roadmap’s game-changers, and show you exactly why Project Operations deserves a spot in your toolbox. Walk away knowing how to replace siloed planning tools with a unified platform that transforms project delivery. Your Takeaways: - Beyond Tasks: Learn more about the product and what else it offers to you - Value Unlocked: Real-world scenarios, how Project Operations enhances business processes - Roadmap Preview: Sneak peek at upcoming features - Quick Start Guide: Tips for seamless rollout for your organization and customer projects
English · Intermediate (200)
Jonas Feddersen Melgaard 
Lone Gru 
Ulrika Stenervik Still thinking that your current Invoice Automation suite is the best one available? I'm ready to challenge this! In this session, we will show you how we have implemented Invoice Capture for several customers and how it leverages machine learning and LLMs to reduce the time you spend handling invoices and doing "busy work". Outcome: Faster month end closing and happier controllers! You will learn: - How to configure Invoice Capture - How to best use it in your organizations - New features you might not have known about.
English · Advanced (300)
Laze Janev The future of ERP is here. Join us as we explore the transformation of Dynamics 365 Finance and Operations into a next-generation AI-powered ERP platform. Discover how immersive home experiences redefine user interaction, while autonomous agents take on routine tasks, freeing teams to focus on strategic goals. This session will showcase real-world use cases, demonstrate how AI is reshaping financial and operational processes, and provide insights on how organizations can prepare for and lead in this new intelligent era.
English · Intermediate (200)
Irina Rizinska 
Vera Temkov As artificial intelligence continues to reshape industries, the challenge for many organizations is no longer why to adopt AI, but how. This session offers a pragmatic approach to embedding AI into daily business operations through a clear, actionable strategy. Drawing from real-world experience, we’ll demonstrate how supplier communication agents can boost efficiency by reducing manual, repetitive tasks and unlocking new value — showing that AI adoption doesn’t have to be complex to be transformative.
English · Intermediate (200)
Ana Inés Urrutia Copilot that comes with Dynamics 365 Finance & Operations is nice… but let’s be honest, it can feel a little too standard. What if you could bend it to your needs? Add your own rules, your own data, your own voice? That’s where Copilot Studio comes in. In this session we’ll take a look at how to make it yours: starting with the built-in ERP Copilot and showing how to extend it step by step. Nothing abstract — just real, practical demos: 🔨 Make it useful: add your own topics in Copilot Studio so ERP isn’t stuck answering only the basics. 💾 Make it relevant: plug in a knowledge source like your company’s leave & absence policy, so the Copilot can answer your employees’ questions. ⚖️ Make it compliant: walk through the risk check process and publish safely without exposing sensitive data. ✅ Make it ERP-ready: see how all of this plays out right inside Dynamics 365 Finance & Operations. This isn’t a theory-heavy session. It’s all about showing, not just telling. You’ll see step-by-step how to go from a standard Copilot that spits out simple answers to one that can answer company-specific questions and that will make sense to you and your users :)
English · Introduction (100)
Billur Samdancioglu Lone Gru We'll explore the magical tools within Dynamics 365 that streamline credit and collections, such as the credit and collections dashboards, collection coordinators, customer timeline, summary by Copilot and much more... This session will provide you with a comprehensive understanding of the tools and strategies to manage credit and collections effectively. Leave with resources for further learning, ensuring your path to success with Dynamics 365 is nothing short of magical.
English · Intermediate (200)
Johan Persson Dynamics 365 for finance and supply chain is a powerful cloud-based ERP solution that helps you optimize your business processes and operations. However, to ensure the security and compliance of your data and systems, you need to follow some best practices and tips for securing your Dynamics 365 infrastructure. In this session, you will learn: - How to secure access to Azure Resources. We will look at how you can secure access to Azure DEV VMs for D365Fo without breaking functionality, what challenges exist when setting up secure access from a Saas Service to Azure resources and how we can mitigate these for delivering a secure solution. - How to use Entra ID identity and access for your Dynamics 365 users and applications. You will learn how to integrate securely and authenticated to D365FO, enforce multi-factor authentication and conditional access, and integrate with other Azure services. - How to use Azure Key Vault and Azure Storage to store and manage your encryption keys and secrets for your Dynamics 365 data. You will discover how to create and manage key vaults and storage accounts, encrypt and decrypt your data, and rotate and revoke your keys and secrets. By the end of this session, you will have a better understanding of how to secure your Dynamics 365 infrastructure and leverage the capabilities of Azure to enhance your security posture.