Make Sure You Catch One Or Two Of My Presentations at the AXUG Summit

The AXUG Summit starts in just a couple of days and here are the sessions that I will either be hosting, or sitting in on as a panelist. If you are attending then make sure you mark them down on your dance card and drop on by so that I’m not lonely.

Creating Your Own Product Information Management Processes With Cases and Project Management

Wednesday, October 14 • 11:00am – 12:00pm

Although Dynamics AX is not a complete New Product Development (NPD) and formulation system, as it does not calculate nutritional details or perform least cost formulation, it does allow you to manage all of your product, costs, formulations, nutritional details, and more. Additionally, it has a lot of capabilities to help you streamline management of the NPD/New Product Introduction (NPI) process. In this presentation, we will show an example of how you can use Cases, Workflow, and Projects within Dynamics AX to manage the entire NPD/NPI process.

Using Cases To Do Almost Anything Your Dynamics AX Doesn’t Do

Wednesday, October 14 • 1:00pm – 2:00pm

Step right up and dare to experience for yourself the one, the only, the world’s largest, strongest tool ever! It walks, it talks, it crawls on its belly!!! — We’re talking about Cases within Dynamics AX, of course. They are the ‘Swiss Army knife’ of Dynamics AX functionality, and if there is something you want to track that isn’t tracked already, you can probably do it through Cases. With Cases you can track incidents, record quality results, track projects, and even create custom workflows to track whether Cases are followed up upon in a timely manner. Cases are accessible virtually everywhere within Dynamics AX; you practically can’t open up a screen without seeing them. In this presentation, we will show you how to configure Cases and will walk through a few examples of how you can use them right now within your implementation of Dynamics AX.

Getting The Most Out Of Dynamics AX Data With PowerBI

Thursday, October 15 • 8:00am – 9:00am

Do you think the only thing better than PowerBI within Excel is PowerBI running within Office 365? Come to this session and we’ll show you why everyone needs to use the much simpler PowerBI Designer available within the Office 365-hosted PowerBI portal! PowerBI is a standalone dashboard designing tool that takes all of the great features within Excel like Power Query, Power View, and Power Pivot and puts them in one single place to make all of your reporting a synch. After you have finished building your dashboards, you can publish them to the new hosted Power BI portal, create your own custom dashboards, and even perform Q&A on the data just by typing in the questions you want answered. In this overview, we will look at this new tool and how you can use it to quickly analyze all your Dynamics AX data and blend multiple data feeds into one dashboard to view all the data you need in one place!

Challenge the AX Experts

Thursday, October 15 • 3:15pm – 4:15pm & Friday, October 16 • 1:00pm – 2:00pm

This is the session to get your answers! Join in on the fun in this fast-moving roundtable where the Microsoft Dynamics AX Experts will field all questions from the audience. There has to be at least one question you wanted answered while at Summit – and this the session to do it. No question is out of bounds, regardless of version, function, or technology!

Self Service Reporting Within Dynamics AX

Thursday, October 15 • 4:45pm – 6:00pm

Having Users perform their own reporting has been a dream on both sides of the organization. IT staff do not particularly like creating reports for Users when they could be spending time on cooler projects, and Users don’t particularly like waiting for IT to create reports because it’s not timely or exactly what they wanted.  The solution is found in the many tools built into Dynamics AX and productivity tools such as Excel and Word. In this session, learn how Users can easily create their own reports without having to get the IT group involved; it’s so easy they may not realize they are creating reports. Join this session and learn how everybody can win!

WOW – The 50 Best Tips and Tricks for Dynamics AX 2012

Friday, October 16 • 2:15pm – 3:15pm

Dynamics AX is full of features you can implement at the module level, but the true power of the product comes from the plethora of smaller features built into the User interface.  You can make Dynamics AX even more powerful by taking advantage of the other foundation products such as SharePoint and Office.  The real trick is to know what the capabilities are. Join us for this session. Even the most seasoned Dynamics AX User or Administrator should find a new tip or trick to make them look like a rock star!

Getting Things Done with Office 365

Friday, October 16 • 3:30pm – 4:30pm

In this session we will show you how you can use Microsoft Office tools like Outlook, OneDrive and OneNote to get organized, get things done, and even get your life back. We will show you how to free yourself from your desk because everything you need is also available on your tablet and phone!

Also, I am still on a one-man mission to help all of you learn Dynamics AX by doing. For those of you that don’t think that you can configure Dynamics AX yourself, here is a starter kit for you to get your feet wet, and realize that you can. It will step you through the first 2.25 guides in the Bare Bones Configuration Guides and you will learn how to create your own Dynamics AX learning environment, configure a new organization, and then set up the General Ledger controls. If you like what you see, then you may want to keep on going.

As an extra incentive, anyone who does complete the entire Bare Bones Configuration Series, then you will become a Bare Bones Configuration Privateer, and I am having merit badges created for you all. If that doesn’t make you just rush out and configure Dynamics AX for yourself then I don’t know what will – everyone wants merit badges

If any of you catch me at the AXUG and promise to take up the challenge, then I will have some USB Wafer drives with the guide and also all of the resources that you need to start.

For those of you that are not able to make it to the Summit, for this week only, use this discount code – AXUGSUMMIT15 – and download the digital version for free.

I’m looking forward the Summit, and seeing some of you this week in Reno, NV.