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Monday, October 13
 

8:00am

Pre-Conference Training Day 1
* Additional registration and fees apply

Pre-Summit Academy classes are taught by experts in Microsoft Dynamics® AX and the related tools. These pre-Summit classes are offered for purchase and require additional registration. Premium Members receive a significant discount on tuition, and you can practice in Microsoft Dynamics AX right in class.

http://axugsummitacademy2014.sched.org

 You’ll benefit immediately from:
•Instructor-led classroom training, with experts in the tools
•Targeted content
•Hands-on training environment
•Much less than traditional in-person classes
•Discounts for Premium Members and Microsoft Service Plan Members

Monday October 13, 2014 8:00am - 5:00pm
TBA
 
Tuesday, October 14
 

8:00am

Pre-Conference Training Day 2
* Additional registration and fees apply

Pre-Summit Academy classes are taught by experts in Microsoft Dynamics® AX and the related tools. These pre-Summit classes are offered for purchase and require additional registration. Premium Members receive a significant discount on tuition, and you can practice in Microsoft Dynamics AX right in class.

http://axugsummitacademy2014.sched.org

 You’ll benefit immediately from:
•Instructor-led classroom training, with experts in the tools
•Targeted content
•Hands-on training environment
•Much less than traditional in-person classes
•Discounts for Premium Members and Microsoft Service Plan Members



Tuesday October 14, 2014 8:00am - 5:00pm
TBA

5:00pm

Expo Opening Welcome Reception
The AXUG Summit kicks-off after 2 days of great AXUG Academy learning and welcomes you to AXUG Summit 2014 with an Expo Opening Reception. Thanks to all the wonderful Sponsors who help make AXUG Summit possible. Join in the reception and take a few things away from all the wonderful solutions in the marketplace that enhance and better your Dynamics AX experiences.

Tuesday October 14, 2014 5:00pm - 8:00pm
Halls 4 and 5
  • CPE Eligible? N
  • Level All
  • Version All
 
Wednesday, October 15
 

7:00am

Breakfast
Wednesday October 15, 2014 7:00am - 8:00am
Hall 3

8:00am

Summit 2014 Kickoff: Get Your Shift Together
It’s been said that laughter is the best medicine, and our keynote speaker, Steve Rizzo, is here to give us our daily dose! Steve’s insights will help you prepare for an outstanding AXUG Summit 2014 experience as he encourages you to shift your way of thinking to discover greater enthusiasm, increased productivity, and new levels of success in your career and in your life. We’ll learn the secrets of success, life balance, and change and stress management through…
Shifting focus and your way of thinking to get the results you want.

• Training yourself to be resilient and motivated throughout the day, every day.
• Enjoying yourself during the process of achieving your goals.
• Starting each day with an unstoppable attitude to succeed.
• Using humor to nip negative thoughts in the bud before emotional havoc sets in.
• Creating lifelong habits for success and happiness in business and in life.

Steve was a national headline comedian and is the author of the best-selling book, “Get Your SHIFT Together.” He is often called upon as the go-to guy on the topic of personal development for many network, cable and radio media outlets, including MSNBC and CNBC. His immensely popular PBS special revealed why he’s an expert on attitude, humor and the power of positive thinking.

Speakers

Wednesday October 15, 2014 8:00am - 9:15am
Hall 3
  • CPE Eligible? N
  • Level All
  • Version All

9:45am

Microsoft Welcome and Opening Keynote
The AXUG Summit has a long of history of great keynote speakers from Microsoft, and this year will be no exception. Hear about the future of Microsoft Dynamics AX as some key plans from the Dynamics AX on the roadmap are highlighted.

Speakers

Wednesday October 15, 2014 9:45am - 10:45am
Ferrara Theatre
  • CPE Eligible? N
  • Level All
  • Version All

11:00am

Understanding and Maximizing the Use of Financial Dimensions in Microsoft Dynamics AX 2009
Financial dimensions in Dynamics AX 2009 provide the ability to really drill down and report on financial data in a robust manner, but they must be set up correctly to make sure this reporting can happen. In this session, learn how to properly evaluate, assign, test, and implement financial dimensions in Dynamics AX 2009.

Speakers

Wednesday October 15, 2014 11:00am - 12:00pm
Room 131
  • CPE Eligible? N
  • Level All
  • Version 2009

11:00am

Functional and Technical Overview of Dynamics AX 2012 R3
Do you want to learn more about the latest release of Dynamics AX 2012? If so, don't miss this session to hear about the new functional and technical updates in Dynamics AX 2012 R3. This session will highlight several of the new functionality in AX 2012 R3. If you are thinking about upgrading, this is a can't miss session!

Speakers
avatar for Winston Hait

Winston Hait

Sr. Product Marketing Manager, Microsoft
Talk with me about Lifecycle Services, the application lifecycle management solution for Dynamics AX 2012. Also, talk with me about deploying AX on Azure - what is available today and what is coming down the road.


Wednesday October 15, 2014 11:00am - 12:00pm
Room 130

11:00am

Lets Dive into the New WMS and TMS Features in Dynamics AX 2012 R3
This presentation presents topics such as: receiving, putaway, replenishment, transportation planning, picking, and shipping with the new warehouse management and transportation management functionality. The team will demonstrate receiving goods, putaway of goods, load and transportation planning for the outbound process, picking, staging and loading, and shipping of the goods.


Wednesday October 15, 2014 11:00am - 12:00pm
Room 103

11:00am

Breaking Down the Cloud - Different Models and Which One is Best for Your Company
Described by many as the “Perfect Storm” to IT organizations – the adoption of Cloud technology also promises tremendous cost savings, new business process opportunities, and competitive differentiation for those companies who embrace its technology.  The question is – do you know what the Cloud entails and how to best use its capabilities in your company?  Come to this session to learn what the Cloud brings and how you can put it to work for your organization. 

Speakers
avatar for Bob Monio

Bob Monio

Director, Global Alliances, Readsoft
I'm a 30 year veteran of the IT and Business Process Consulting industry with a specialization in Cloud and Business Process Optimization. I also work as part of an extended team that drives Global Alliances engagement at ReadSoft and have done so as part of my Sales and Consulting... Read More →


Wednesday October 15, 2014 11:00am - 12:00pm
Room 126
  • CPE Eligible? N
  • Level All
  • Version All

11:00am

Microsoft Conduit - Recognizing Skills, Experience, & Expertise with Digital Badges
While certification is a recognized standard, Microsoft broadly, inclusive of Dynamics, is researching additional mechanisms to accelerate individual experiences, learning opportunities and performance.   The marketplace has been adding “Badges” as the next level of credentials, showcasing unique, valued accomplishments and contributions.  Give us your input on the criteria of participatory and skill badges.  We are interested in understanding what is important and differentiated at an individual level for recognition. Please note this session is limited to 15-20 users and an NDA may be required to participate in this conduit session.


Wednesday October 15, 2014 11:00am - 12:00pm
Room 91
  • CPE Eligible? N
  • Level All
  • Version All

11:00am

Want to Play a Game? How The Great Game of Business Transforms Companies and their People
How The Great Game of Business Transforms Companies and their People - A growing number of companies are improving their performance and having more fun by adopting a concept known as “The Great Game of Business”. First introduced by Jack Stack and his team at Springfield Remanufacturing Company, the Great Game has attracted thousands of players over the past 30 years. Learn how one Dynamics user group member company has implemented the Great Game and Open Book Management in their firm and the results that have been achieved.  This is a cross conference session and will be shared by other User Group members.

Speakers

Wednesday October 15, 2014 11:00am - 12:00pm
Landmark Ballroom One (RG)
  • CPE Eligible? N
  • Level All
  • Version All

11:00am

Really Cool G/L and Finance Tips and Tricks - Share Tips to Make Even Your Accountants Smile!
This roundtable will focus on optimizing the use of A/P and G/L as pertaining to the A/P function. We will take a look at key tips and tricks that improve the overall management of your A/P function through the use of Microsoft Dynamics AX A/P and G/L tools. Come prepared to share your own ideas, tips and tricks as well as offering up questions and challenges for discussion.

Speakers
avatar for Troy Jones

Troy Jones

Functional Solution Architect / Owner, Hi-Vue Solutions, LLC
As a Business Consultant and Solutions Architect at Hi-Vue Solutions, LLC since 2007, Troy has utilized his manufacturing, distribution, and financial experience to assist with the Business Process Analysis and Design for any Microsoft Dynamics AX (Axapta) implementations. Prior... Read More →


Wednesday October 15, 2014 11:00am - 12:00pm
Room 104

11:00am

Top Things You Should Know About the Internal Revenue Service (IRS)
Learn about the Taxpayer Advocate Service, the new Taxpayer Bill of Rights, IRS on-line resources, IRS e-news and other useful tools the IRS has.   This is a cross conference session and will be shared by other UG members.


Wednesday October 15, 2014 11:00am - 12:00pm
Room 105
  • CPE Eligible? N
  • Level All
  • Version All

11:00am

Optimize Enterprise Portal
Have you wondered if you are utilizing Dynamics AX to the fullest? What are you doing to fully use the Dynamics AX Enterprise Portal in your organization? This isn't a traditional tips and tricks session. This will be an open discussion with other users, partners, and Microsoft sharing their experiences to OPTIMZE the Portal with your Dynamics AX installation. Come join us and learn secrets which will allow your company to get more out of Portal.

Speakers
avatar for Grant Wilson

Grant Wilson

ERP Solutions Architect, Microsemi


Wednesday October 15, 2014 11:00am - 12:00pm
Room 106
  • CPE Eligible? N
  • Level All
  • Version All

11:00am

Best Practices to Follow in Global AX Environments: Succeeding Globally with Software, People, and Regulations
Global Dynamics AX implementations require some different approaches and methodologies to be successful, including some considerations that are not related to the software at all.  In this session, listen as best practice approaches for making global Dynamics AX implementations successful will be reviewed.  Find out why there is more than just success with the software required to make these projects successful.

Speakers
HH

Hal Howard

Dynamic Communities


Wednesday October 15, 2014 11:00am - 12:00pm
Room 125
  • CPE Eligible? N
  • Level All
  • Version All

11:00am

Reporting for Manufacturers: Getting the Information You Require from Dynamics AX
Come explore both the standard and custom reports that pertain to Manufacturing.  This session will emphasize the best practices in using existing reporting and requesting the critical custom reports needed for your operations.

Speakers
avatar for Shaun McMikle

Shaun McMikle

Lead Technical Trainer, Junction Solutions


Wednesday October 15, 2014 11:00am - 12:00pm
Room 124
  • CPE Eligible? N
  • Level All
  • Version All

11:00am

Considerations for Implementing Forecast and Master Scheduling - What to Know Before Kicking off MRP
Before beginning down the "MRP" path, several business considerations need to be taken into account. This session will cover an overview of business functions that need to be taken into account and what impact business decisions will have on how master scheduling and forecast scheduling will be implemented. It will also cover, at a high level, what other AX modules will be impacted.

Speakers
avatar for Nigel Cox

Nigel Cox

Solution Architect, Envista
Nigel has been using and helping others use ERP solutions in Manufacturing and Distribution companies since 1972, running Materials, Production Control, IT and Engineering at various times. Very familiar with MTO, MTS, And Configure to order, Process, discrete and lean, NIgel has... Read More →
TD

Tad Dockstader

Global IT Manager, Kurt J Lesker Co
Ask me about operating a global multi-company multl-currency single-instance intallation of AX. MRP, Scheduling, X++ development in a variety of modules. We are currently on AX4.0 but actively planning an upgrade to AX2012R3.
avatar for Dan Perko

Dan Perko

Senior Consultant/Principal, New Dawn Solutions, LLC
avatar for Jake Roder

Jake Roder

Sr. Solution Consultant, Dynamic Consulting


Wednesday October 15, 2014 11:00am - 12:00pm
Room 123
  • CPE Eligible? N
  • Level All
  • Version All

11:00am

Business Transformation for Life: Thinking about Implementing Dynamics AX (and related systems) with Long-term Support in Mind
This session is built around why it is important to consider ongoing usage/support/maintenance of a system from the start.  At each phases (Analysis, Planning, Implementation, Go-Live…) there are different things that should be taken into consideration regarding ongoing plans once the project is live.  And making those decisions up front is critical to uncover gaps, avoid poor adoption, insure that company gets the most out of their investment ongoing. This session will highlight these important items with a nice analogy to family in life. Don't miss the chance to hear how all these things relate!

Speakers
avatar for Jeff Stone

Jeff Stone

MeritCare Support Director, Merit Solutions


Wednesday October 15, 2014 11:00am - 12:00pm
Room 127
  • CPE Eligible? N
  • Level All
  • Version All

11:00am

Cutover Planning - Yep It's Really Important
There are many important tasks on the implementation project plan. One of the most important, but sometime overlooked planning and resource wise, is cutover planning. In this session, listen as a fellow user shares their experiences around designing and implementing an effective cutover plan for moving to Dynamics AX 2012.

Speakers
avatar for GG Rowe

GG Rowe

IT Project Manager, Planar Systems Inc.
I'm been working with AX for about 4 years now, I led our company's project to migrate from a legacy ERP to AX 2012 R1/CU3 RTM. We've been live since May 2013. Besides being the ERP project manager, I also developed the AX security model for the company. August 2014, we completed... Read More →


Wednesday October 15, 2014 11:00am - 12:00pm
Room 122
  • CPE Eligible? N
  • Level All
  • Version All

11:00am

Managing an Enterprise Project with the Microsoft Sure Step Methodology
The toolset that is available for Project Governance through Sure Step, provides more than just the simple Project Plan and Status report for a standard project implementation. In this session, learn how the Sure Step Methodology can really help make the management of your project easier.

Speakers
avatar for Jon Stypula

Jon Stypula

Engagement Manager, Dynamic Consulting
Jon has successfully led strategic IT projects for over 10 years as both a Management Consultant, Customer and Microsoft Partner. As an Engagement Manager he is responsible for ensuring quality and timeliness in the delivery of services for large and global Microsoft Dynamics AX... Read More →


Wednesday October 15, 2014 11:00am - 12:00pm
Room 102
  • CPE Eligible? N
  • Level All
  • Version All

11:00am

Discover Financial Reporting Freedom with Management Reporter
Management Reporter is designed for high volume, presentation quality financial reporting with little to no IT involvement. In this session, learn the basics of creating and formatting reports and distributing them to your organization as well as hear about the features and functionality added through the latest cumulative updates.

Speakers

Wednesday October 15, 2014 11:00am - 12:00pm
Room 120
  • CPE Eligible? Y
  • Level All
  • Version All

11:00am

How2: Order Release Management in Microsoft Dynamics AX
Order release management in Dynamics AX provides your company the ability to maximize efficiencies in your fulfillment process. In this How2 session, learn the steps required and processes to follow to maximize your order release process with Dynamics AX.

Speakers

Wednesday October 15, 2014 11:00am - 12:00pm
Room 121
  • CPE Eligible? Y
  • Level All
  • Version All

11:00am

Managing Dynamics AX 2012 Development with TFS - Effective Source Control
In this presentation, we will demonstrate how to use Team Foundation Server (TFS) to maintain control of your Dynamics AX 2012 development and deployment. We will look at the tools and options built into TFS for source control and Application Lifecycle Management. This session is specific to Dynamics AX 2012 environments only.

Speakers
avatar for Joris de Gruyter

Joris de Gruyter

MVP, Technical Services Manager, Sikich
KH

Kevin Hermann

Development Lead, ATK
BL

Bernd Loske

Director of Technical Services, Edgewater Fullscope


Wednesday October 15, 2014 11:00am - 12:00pm
Room 100

11:00am

Best Practices for Managing Dynamics AX 2012 Upgrades
This session will give you tools, tips and ideas for scoping and managing your move/upgrade to Dynamics AX 2012. The session will draw on select best practices and concepts that can be used in the project planning, design and execution stages, introducing techniques for managing business process and system changes in your organization to hit the intended project objectives.

Speakers

Wednesday October 15, 2014 11:00am - 12:00pm
Room 101
  • CPE Eligible? Y
  • Level All
  • Version 2012

11:00am

Configuring Financial Approvals and Workflows Within Dynamics AX - Part I Journals
Workflows and approval processes within Dynamics AX must be one of the most underused, and also most useful features of the application, and that may be because everyone thinks that they are complicated to set up and require a developer in order to get them working. And that’s a shame, because nothing could be further from the truth. The built in approval processes within Dynamics AX can be set up and running within a few minutes to control simple transactions, and workflows only take a fraction longer to configure and then allow you to convert all of your archaic paper and informal business approval processes into a streamlined and controlled business process that you can track, audit, and report off. In this first of a two part session on financial workflows, we will focus on workflows around journals. We will review the set up and operation of workflow around journal access and approval.

Moderators
avatar for Michele Foster

Michele Foster

Financial Business Analyst (Not Seeking Employment), Depomed, Inc.
I am currently responsible for all aspects of AX 2012 R2 application, including: Security administration System Configuration Report Development Process Development Training Workflow Business Process Improvement Change Management I am also the point of contact for internal... Read More →

Speakers
avatar for Murray Fife

Murray Fife

Technical Solution Professional, Microsoft
Murray Fife is an Author of over 20 books on Microsoft Dynamics AX including the Bare Bones Configuration Guide series of over 15 books which step the user through the setup of initial Dynamics AX instance, then through the Financial modules and then through the configuration of the... Read More →


Wednesday October 15, 2014 11:00am - 12:00pm
Room 132
  • CPE Eligible? N
  • Level All
  • Version 2012

12:00pm

AXUG Board of Advisors Lunch with Microsoft Leaders (by invitation only)
AXUG Board of Advisors Lunch (by invitation only)

Wednesday October 15, 2014 12:00pm - 1:00pm
TBA
  • CPE Eligible? N
  • Level All
  • Version All

12:00pm

Regional Chapter Lunch
During our first lunch hour we will have regional chapter tables set up. Come sit down and talk with other Dynamics AX users from your own backyard!

Wednesday October 15, 2014 12:00pm - 1:00pm
Hall 3

1:00pm

Getting the Most out of WMS1 and WMS2 in Dynamics AX 2009 - Know How to Use What You Already Own!
Did you know you could use license plates with pallets? Or that you could do wave picking with shipping templates? What about suggested putaways? Bottom line: What’s in WMSI and WMSII that you might not be aware of? Join this session for a deep look into the functionality in these two warehouse modules of Dynamics AX 2009. Find out what you should be taking advantage of in your warehouse operations in these modules.

Speakers

Wednesday October 15, 2014 1:00pm - 2:00pm
Room 102
  • CPE Eligible? N
  • Level All
  • Version 2009

1:00pm

Centralized Order Management and Direct Delivery using Dynamics AX 2012
Learn how a manufacturing organization can use Dynamics AX 2012 to manage centralized orders (customers have one point of contact, selling company; customer purchase order fulfilled by multiple manufacturing plants and distributing sites; products are planned and manufactured and then directly delivered to customers from different sites around the globe. In this session, we will discuss the standard Dynamics AX 2012 capabilities and some of the customization required to streamline processes.

Speakers

Wednesday October 15, 2014 1:00pm - 2:00pm
Room 120
  • CPE Eligible? N
  • Level All
  • Version 2012

1:00pm

Dynamics AX 2012 R2 and R3 Master Scheduling Enhancements Plus Tips and Tricks
In this session, we'll offer an overview of the productivity enhancements that Microsoft Dynamics AX 2012 R2 brings to planners such as MRP tracing, the ability to persist selections in list pages, and enhanced MRP action message visualization. We will show how to handle recycled products on formulas with the added functionality in the R3 CU8 release. We'll also go through some master planning and scheduling tips and tricks. 

Speakers
avatar for Christian Rytt

Christian Rytt

Senior Program Manager, Microsoft


Wednesday October 15, 2014 1:00pm - 2:00pm
Room 130

1:00pm

Understanding eProcurement in Microsoft Dynamics AX 2012 R3
Come join this session to learn what new features and capabilities are included in the new eProcurement enhancements in Dynamics AX 2012 R3.  We will be focusing specifically on enhancements to the Request for Quotation process, as well as a revamped Vendor Portal experience for vendors looking to respond to RFQs.

Speakers

Wednesday October 15, 2014 1:00pm - 2:00pm
Room 127

1:00pm

Microsoft Conduit - Sales Tax
How do you manage your sales tax setup with the Dynamics AX tax system? Tell us about your experiences and ideas for improvements. Please note this session is limited to 15-20 users and an NDA may be required to participate in this conduit session.

Speakers

Wednesday October 15, 2014 1:00pm - 2:00pm
Room 91
  • CPE Eligible? N
  • Level All
  • Version All

1:00pm

Alternative Approach to Data Upgrades and Migrations - Think First, Execute Second
Are you running Dynamics AX 4.0 or AX2009 and thinking about upgrading to AX 2012? This session may be for you. Upgrading your data from earlier AX releases to AX 2012 will consume a huge part of your upgrade budget. Come to this session to discuss an alternative approach that will save you time, money, and reduce the overall risk of your upgrade project.

Speakers
avatar for Gina Pabalan

Gina Pabalan

Director, Customer Support & Optimization Services, Edgewater Fullscope
Gina brings over 20 years experience working with clients to implement enterprise applications and business intelligence (“BI”). Gina has her Masters of Business Administration and is a former CPA. While working for PricewaterhouseCoopers (“PwC”) Consulting and IBM Global... Read More →
avatar for Grant Wilson

Grant Wilson

ERP Solutions Architect, Microsemi


Wednesday October 15, 2014 1:00pm - 2:00pm
Room 105

1:00pm

Delivering Happiness: A Path to Profits, Passion, and Purpose
Empowering your employees to create an enticing culture and atmosphere to provide "Zappos-like" service will improve customer loyalty and satisfaction. How can you build up your employees' motivation, making them WANT to work for you and WANT to please every customer? Join us for this interactive session where you and will learn how! This is a cross conference session and will be shared by other User Group members.

Speakers
avatar for Andy Snook

Andy Snook

President, Fastpath
Andy Snook is a frequent speaker on IT audit best practices, streamlining IT security and overcoming IT compliance challenges. He is a Certified in Risk and Information Systems Controls (CRISC) as well as certified in Microsoft Dynamics and SAP. In 2011, he was named to Dynamics... Read More →


Wednesday October 15, 2014 1:00pm - 2:00pm
Landmark Ballroom One (RG)
  • CPE Eligible? N
  • Level All
  • Version All

1:00pm

Expedite Your Month End and Year End Closing Processes
In this How2 session, learn the steps required to close out the period in Microsoft Dynamics AX. Come prepared to take good notes, as this session will include a checklist of steps to ensure you close your books correctly in Dynamics AX. We'll also show you the holy grail of the closing process: how to reduce the amount of time it takes to close your books each period.

Speakers
IN

Inga Numadottir

Solution Consultant, AXMentor


Wednesday October 15, 2014 1:00pm - 2:00pm
Room 104

1:00pm

How to Connect with the Dynamics AX R&D Team
Come to learn about the opportunities available to work closely with the Microsoft Dynamics AX R&D organization shaping Dynamics product futures.

Speakers
avatar for Shelly Bakke

Shelly Bakke

Microsoft


Wednesday October 15, 2014 1:00pm - 2:00pm
Room 122
  • CPE Eligible? N
  • Level All
  • Version All

1:00pm

Planar User Showcase - Dynamics AX 2012 Implementation Experiences
Join AXUG User Member Planar as they review their Dynamics AX 2012 implementation. They will walk you through the highs and lows of their implementation, providing great tips and approaches for how your own implementation can be more successful.

Speakers
avatar for GG Rowe

GG Rowe

IT Project Manager, Planar Systems Inc.
I'm been working with AX for about 4 years now, I led our company's project to migrate from a legacy ERP to AX 2012 R1/CU3 RTM. We've been live since May 2013. Besides being the ERP project manager, I also developed the AX security model for the company. August 2014, we completed... Read More →


Wednesday October 15, 2014 1:00pm - 2:00pm
Room 126
  • CPE Eligible? N
  • Level All
  • Version All

1:00pm

AX Validation Approaches:  Maintaining the Validation State in a Cloud Computing Environment
This session will be a deep-dive and practical overview by subject matter experts with a focus on real life business challenges and solutions to help provide you with a thorough understanding of the software validation process as it relates to Microsoft Dynamics AX.  This session will cover IQ/OQ/PQ and GAMP 5 applicability to the AX validation process.  This session will also cover resource requirements, automated validation testing, maintaining the validated state and much more.


Wednesday October 15, 2014 1:00pm - 2:00pm
Room 125
  • CPE Eligible? N
  • Level All
  • Version All

1:00pm

Optimize your Microsoft Dynamics AX Application Lifecycle with Lifecycle Services (LCS)
Microsoft Dynamics Lifecycle Services (LCS) provides a cloud-based collaborative workspace used to manage Microsoft Dynamics AX projects. Come learn about the tools provided by LCS and how they can impact all phases of your Microsoft Dynamics AX implementation from pre-sales through operations.

Speakers
JL

Jared Lambert

Program Manager, Microsoft
I’m a program manager working on the Lifecycle Services team. I’m passionate about the AX implementation lifecycle and agile teams. Come talk to me about presales engagements, implementations, and operating AX systems


Wednesday October 15, 2014 1:00pm - 2:00pm
Room 131
  • CPE Eligible? N
  • Level All
  • Version 2012

1:00pm

Dynamics AX Planning from an APICS Perspective
There are many terms and labels in Dynamics AX that users sometimes wonder exactly what they represent.  In this session, learn how to map common APICS terms to Dynamics AX terms and labels.  This session will provide you the background to make sure you understand how Dynamics AX maps with generally accepted APICS terms and methodologies. We've updated this session since the Manufacturing FOCUS event in June, so don't miss the latest and great content for this session!

Speakers
avatar for Nigel Cox

Nigel Cox

Solution Architect, Envista
Nigel has been using and helping others use ERP solutions in Manufacturing and Distribution companies since 1972, running Materials, Production Control, IT and Engineering at various times. Very familiar with MTO, MTS, And Configure to order, Process, discrete and lean, NIgel has... Read More →


Wednesday October 15, 2014 1:00pm - 2:00pm
Room 124

1:00pm

Unlocking Purchasing Workflows and Manufacturing
Explore the Purchasing workflows and their impact on manufacturing.  Vendor approvals, part revisions, and procurement strategies.  This session will provide you the knowledge of the purchasing workflows so that manufacturing can be a party to the decisions for high value or long lead time components that impact operations.

Speakers
avatar for Shaun McMikle

Shaun McMikle

Lead Technical Trainer, Junction Solutions


Wednesday October 15, 2014 1:00pm - 2:00pm
Room 123
  • CPE Eligible? N
  • Level All
  • Version 2012

1:00pm

Microsoft Dynamics AX for Retail - Deeper Look at Investments in Core Retail Operational Excellence including Pricing, Promotions, Customer Loyalty and Gift Cards
Microsoft Dynamics for Retail has been built on the fundamental premise to deliver deep retail industry excellence capabilities that enable retailers to provide connected, seamless and Omni-channel experiences to their customers. Come and learn about new innovative capabilities including loyalty, pricing and promotions, gift cards and more, including various in-store experiences, devices and next generation mobile POS clients.

Speakers

Wednesday October 15, 2014 1:00pm - 2:00pm
Room 121
  • CPE Eligible? N
  • Level All
  • Version 2012

1:00pm

Lets Review the Native Controls in a Microsoft Dynamics AX Environment
Join Microsoft Dynamics experts to discover the native controls available in Microsoft Dynamics AX and learn how to deploy them in your environment. Understand workflow, end user security, administrative access and other key features available in the latest releases.

Speakers

Wednesday October 15, 2014 1:00pm - 2:00pm
Room 103

1:00pm

Dissecting Operations and Logistics Role Centers
Have you been interested in implementing role centers in your organization? This session will take a deep dive into the operations and logistics related role centers and their features. Learn how to set up these role centers and hear how users in the company who have manufacturing or warehouse responsibilities can benefit from all the work flow and data these role centers provide.

Speakers
avatar for Rachel Profitt

Rachel Profitt

Director, Training Services, Junction Solutions
I have been working with AX for about 13 years, and have experience with Financials, Supply Chain, Manufacturing, Retail, Development, and just about everything else in between. My experiences are mostly related to the Retail, Food and Beverage, Consumer Packages Goods, and Life... Read More →


Wednesday October 15, 2014 1:00pm - 2:00pm
Room 106
  • CPE Eligible? Y
  • Level All
  • Version 2012

1:00pm

Data Cleanup and Archival - Approaches With and Without IDMF
There are times when data clean up and archiving is required. Fortunately when those times occur, there are tools like IDMF to assist in the execution of these data related activities. In this session, we will review a variety of tools and approaches for data clean up and archiving, including the Intelligent Data Management Framework (IDMF) and other tools that are available.

Speakers

Wednesday October 15, 2014 1:00pm - 2:00pm
Room 101

1:00pm

Understanding the Client/Server Cache
Microsoft Dynamics AX performance relies on the underlying data processing capabilities of SQL Server and the supporting server architecture. The of the most important elements of this architecture is the ability to cache data retrieved from the SQL database on the Client and the AOS Server, reducing the need for unnecessary roundtrips to the database. In this session we will explore how this caching mechanism works and identify how development decisions can influence or negate the use of this performance feature.

Speakers
avatar for NigelMurdoch

NigelMurdoch

Technical Solution Architect, Fullscope
Implementing Business Intelligence and Performance Tuning for Dynamics AX and SQL Server.


Wednesday October 15, 2014 1:00pm - 2:00pm
Room 100
  • CPE Eligible? N
  • Level All
  • Version All

1:00pm

Configuring Financial Approvals and Workflows Within Dynamics AX - Part II Invoices
Workflows and approval processes within Dynamics AX must be one of the most underused, and also most useful features of the application, and that may be because everyone thinks that they are complicated to set up and require a developer in order to get them working. And that’s a shame, because nothing could be further from the truth. The built in approval processes within Dynamics AX can be set up and running within a few minutes to control simple transactions, and workflows only take a fraction longer to configure and then allow you to convert all of your archaic paper and informal business approval processes into a streamlined and controlled business process that you can track, audit, and report off. In this second of a two part session on financial workflows, we will focus on workflows around invoices. We will review the set up and operation of workflow around payables invoice access and approval, and also dive into the document management side of AP invoice workflow.

Moderators
avatar for Michele Foster

Michele Foster

Financial Business Analyst (Not Seeking Employment), Depomed, Inc.
I am currently responsible for all aspects of AX 2012 R2 application, including: Security administration System Configuration Report Development Process Development Training Workflow Business Process Improvement Change Management I am also the point of contact for internal... Read More →

Speakers
avatar for Murray Fife

Murray Fife

Technical Solution Professional, Microsoft
Murray Fife is an Author of over 20 books on Microsoft Dynamics AX including the Bare Bones Configuration Guide series of over 15 books which step the user through the setup of initial Dynamics AX instance, then through the Financial modules and then through the configuration of the... Read More →


Wednesday October 15, 2014 1:00pm - 2:00pm
Room 132
  • CPE Eligible? N
  • Level All
  • Version 2012

2:15pm

Accounts Payable strategy session: Get more from Dynamics AX with ReadSoft
No longer just a back-office function, accounts payable is now a vital player in achieving strategic organizational goals. Best-in-class AP supports the “paper-to-electronic” movement by accelerating vendor transactions with e-invoicing and AP automation solutions. Join in the discussion with market-leader ReadSoft - we’ll pull back the curtain and show you how leading Microsoft Dynamics AX companies invest for optimal efficiency gains with invoice process automation. Competitive Dynamics organizations continuously improve and automate financial processes to reduce costs, offer better visibility into AP and cash flow, maximize the return on invested capital and improve supplier relationships. Join our session to understand how.


Wednesday October 15, 2014 2:15pm - 3:15pm
Room 124
  • CPE Eligible? N
  • Level All
  • Version All

2:15pm

AX2012 R3 and Your Supply Chain: EDI & Beyond
Collaboration between customers and suppliers is more critical than ever to ensure your business stays competitive.  Business Document Integration, facilitated through EDI, has long provided an effective way for suppliers, manufacturers and customers to communicate and share data. In this session, attendees will learn how collaboration in the supply chain is evolving. With the release of Dynamics AX 2012 R3, native warehouse management functionality provides an opportunity for deeper EDI integration, including new ASN staging and packing capabilities.

Speakers
GM

Glenn McPeak

Data Masons Software


Wednesday October 15, 2014 2:15pm - 3:15pm
Room 101

2:15pm

Configuration Management for Manufacturing to Optimize Your World, Start to Finish
See how to simplify your world—from providing the front-office CPQ to executing the back-office engineering control, the Cincom Business Suite offers easy-to-use, modular tools for user-defined rules to be established, aligning product configuring and quoting processes. As the product goes thru engineering changes, revisions and lifecycle phases see how the Cincom Business Suite extends the power of AX by  putting control into the end-business users’ hands making it possible to meet  customer demands more accurately while efficiently executing and controlling change management using tools built inside AX. 

Speakers
avatar for Ken Korn

Ken Korn

Sr. Product Mgr, Cincom


Wednesday October 15, 2014 2:15pm - 3:15pm
Room 120
  • CPE Eligible? N
  • Level All
  • Version All

2:15pm

Experience Never-Before-Seen Analytics for AX
Are you looking at new and innovative ways to manage your data on Dynamics AX ERP? Then look no further. In this session you will experience the new TARGIT Decision Suite 2014, featuring deep integration with Dynamics AX. TARGIT’s deep integration will provide you with business analytics at your fingertips, featuring analyses not only at the Role Center level but directly into the AX forms as embedded objects. TARGIT will also be showcasing new improvements behind its natural language reporting and analytics, and never before seen visualization capabilities. TARGIT will inspire you to get the courage to act.

Speakers
avatar for Ulrik Pedersen

Ulrik Pedersen

COO, TARGIT
Business Intelligence and Analytics professional since 1999. Deep understanding of all facets of the Analytics space from project management, implementation, roll out and user adoption.


Wednesday October 15, 2014 2:15pm - 3:15pm
Room 123
  • CPE Eligible? N
  • Level All
  • Version All

2:15pm

Getting to Truth in Costing Data – First You Have to Find It
Ever encounter frustrations working with the manufacturing costing data in Microsoft AX. For instance, how to get to the cost details behind a finished good such as fully exploded materials, labor, and overhead (MLO) amounts down through a multi-level production or manufacturing project flow? If this sounds like you, then please join Sikich to learn about our new Cost Connect for Microsoft Dynamics AX solution. Our new Cost Connect solution utilizes a robust methodology to explore and extract transactional MLO data which can then be viewed and manipulated by users in multiple ways.

Speakers

Wednesday October 15, 2014 2:15pm - 3:15pm
Room 121
  • CPE Eligible? N
  • Level All
  • Version All

2:15pm

Implementing AX HCM: A Case Study
You have Dynamics AX, so you already own a great Human Resource System. Now what? Will Dynamics AX meet your HR needs? Will you be successful implementing it? In this session you will gain from Elevate HR’s experience and insights drawn directly from successful implementations of Dynamics AX Human Capital Management (HCM) modules. David will talk about large implementations and small, about both global and local deployments, about things that have gone right and, importantly, things that have gone wrong.

Speakers
avatar for David Erickson

David Erickson

CEO, Elevate HR
David Erickson knows how HR works.  He is considered a thought leader in strategic HR transformation, having driven some of the most innovative programs in industry.  He has lead Elevate HR since its inception in 2009, taking over from his position as CEO of its predecessor company... Read More →


Wednesday October 15, 2014 2:15pm - 3:15pm
Room 103
  • CPE Eligible? N
  • Level All
  • Version All

2:15pm

Improve your Financial Reporting and Budgeting process, knowledge and use of Microsoft Management Reporter and Microsoft Forecaster
Microsoft has excellent user-friendly and free solutions for Corporate Performance Management (CPM), including Microsoft Management Reporter for Reporting, and Microsoft Forecaster for budgeting/planning. Come learn about and see these products in action while asking the experts questions on how to best implement these tools within your organization. 

Speakers
avatar for Derek Krebs

Derek Krebs

Partner and Sr Consultant, MSX Group
Derek has over 25 years of experience in the fields of accounting, finance and business intelligence software. Prior to becoming a partner and senior consultant with the MSX Group in 2009, Derek spent 12 years consulting at FRx Software and Microsoft where he implemented financial... Read More →


Wednesday October 15, 2014 2:15pm - 3:15pm
Room 125
  • CPE Eligible? N
  • Level All
  • Version All

2:15pm

Increase Sales, Reduce Cost and Differentiate your Brand
In this session you will learn how Infor Product Configuration Management (Infor PCM) is helping manufacturers who use Microsoft AX to increase sales, reduce costs and differentiate their branding by automating the engineering, marketing, selling and manufacturing of customized products. Infor Product Configuration Management integrates with Microsoft Dynamics AX, providing simple, dynamic product configuration and visual guided selling. With each user experience tailored to a user account profile, Infor PCM extends the full use of Microsoft Dynamics AX in Dynamic Content Management, Product, Pricing, and Lean Manufacturing capabilities.

Speakers
DC

David Cahn

Director Product Management, Infor


Wednesday October 15, 2014 2:15pm - 3:15pm
Room 122
  • CPE Eligible? N
  • Level All
  • Version All

2:15pm

Join the BI Revolution with ZAP!
You wouldn’t build your ERP system from scratch – why build your BI?  With ZAP’s pre-packaged solution that is installed and running in days and weeks vs. months and years – it’s not hard to see why hundreds of organizations are now choosing ZAP.  ZAP has spent millions on analytics, so you don’t have to.  And when you choose ZAP you not only have our world-class support but you’ll also have the support of our ever-growing community where users just like you have answers to real-world issues.  Attend our session and find out how we can transform your organization. The first 75 people to register and attend will receive BI Revolution T-shirt!


Wednesday October 15, 2014 2:15pm - 3:15pm
Room 104
  • CPE Eligible? N
  • Level All
  • Version All

2:15pm

Should you be considering a third party BI, Data Quality & Predictive solution?
In this session you will hear directly from customers who were in your shoes in needing better visibility into their systems. What did they do? How did they get funding? How did they build requirements? Come listen, ask questions and network! The Halo team will also discuss these key areas: How to gain funding for a BI project, Out–of–the–box industry proven dashboards, reports and scorecards, Blending data from Dynamics AX and other systems (legacy systems, CRM, Timekeeping, etc., Solving data migration issues from what you thought was a 2009 upgrade that turned into a 2012 new implementation!, Solving data quality issues – Halo assists in cleansing your data, providing a single version of the truth, Providing Predictive Analytics for better forecasting, demand planning and more!

Speakers
avatar for Brandon Kirby

Brandon Kirby

Vice President, Halo Business Intelligence
An Enterprise software specialist, Brandon has been instrumental in the growth of Halo from a startup to a company with clients that read like a who have created best practices and are industry leaders. As Vice President with Halo, he’s been on the Microsoft Dynamics Most Influential... Read More →


Wednesday October 15, 2014 2:15pm - 3:15pm
Room 126
  • CPE Eligible? N
  • Level All
  • Version All

2:15pm

Simplify Dynamics AX Security – Best Practices for Making Security and Audits Easier
How do you know if you are granting the right access to Dynamics AX? Do your groups/roles have inherent segregation of duties risks? How do you monitor changes to critical data? Is your security set up the way it needs to be? Join the Fastpath team to learn the answers to these critical questions before your auditors ask them.

Speakers
avatar for Andy Snook

Andy Snook

President, Fastpath
Andy Snook is a frequent speaker on IT audit best practices, streamlining IT security and overcoming IT compliance challenges. He is a Certified in Risk and Information Systems Controls (CRISC) as well as certified in Microsoft Dynamics and SAP. In 2011, he was named to Dynamics... Read More →


Wednesday October 15, 2014 2:15pm - 3:15pm
Room 100
  • CPE Eligible? N
  • Level All
  • Version All

2:15pm

Tear Through the Paper Trap, Pitch the Paper Clips, and Move to Paperless ERP
Metafile invites you to go beyond the electronic file cabinet and experience the efficiencies of Paperless ERP from MetaViewer. MetaViewer gives you paperless invoice, HR document and order capture with OCR, automated workflow, real-time visibility and full Microsoft Dynamics integration. MetaViewer can: Eliminate manual data entry by implementing paper and electronic invoice capture, utilize web-based workflow, offer real-time visibility to the entire AP process, retrieve associated documents without leaving your Microsoft Dynamics solution, provide vendor self-service with the MetaViewer Vendor Portal and easily expand to AR, HR, and payroll to achieve complete Paperless ERP. With MetaViewer Fast Track you can be up and running in no time.

Speakers

Wednesday October 15, 2014 2:15pm - 3:15pm
Room 106
  • CPE Eligible? N
  • Level All
  • Version All

2:15pm

Top 10 Ways to See a Greater ROI on your Manufacturing Shop Floor
Is your supply chain as lean, mean and efficient as the machines your team operates? Join us as we dive into the areas of greatest ROI on the shop floor and the top-10 best practices you can implement to take your operations to the next level. Covering everything from mobility to reporting to hardware, this is one Top-10 list you’ll remember for a long time!

Speakers

Wednesday October 15, 2014 2:15pm - 3:15pm
Room 102
  • CPE Eligible? N
  • Level All
  • Version All

2:15pm

You’re Doing it Wrong – Why Software Won’t Solve Your BI Problem
With all the technology vendors out there vying for your attention, no one would blame you for thinking that software itself is the answer to all problems. But when it comes to Business Intelligence, nothing could be further from the truth.  A BI environment that truly ‘moves the dial’ in your business is the result of planning, communication, and crystal clear vision.  Come to this session to learn best practices, hear stories, and gather ideas on how to make the most of the BI software that you finally end up with.

Speakers
avatar for Jon Oesch

Jon Oesch

VP of Sales, Jet Reports
Constantly saying what no technology provider should ever say: 'Business Intelligence has nothing to do with software. Lets talk about your people and your processes and your data...'


Wednesday October 15, 2014 2:15pm - 3:15pm
Room 105
  • CPE Eligible? N
  • Level All
  • Version All

3:45pm

Utilizing Projects from Set Up to Reporting in Dynamics AX 2009
Got questions about Projects in Dynamics AX 2009? Don't miss this session as we will the use of fixed prices, time and material, and cost projects.  We will discuss and demonstrate project set ups tips and tricks, including ledger posting.  We will review and demonstrate purposeful use of transactions related to projects, along with demonstrating project invoicing functions, including on account and invoicing.  Finally we tie it all together with a discussion on reports and features.

Speakers
avatar for Troy Jones

Troy Jones

Functional Solution Architect / Owner, Hi-Vue Solutions, LLC
As a Business Consultant and Solutions Architect at Hi-Vue Solutions, LLC since 2007, Troy has utilized his manufacturing, distribution, and financial experience to assist with the Business Process Analysis and Design for any Microsoft Dynamics AX (Axapta) implementations. Prior... Read More →


Wednesday October 15, 2014 3:45pm - 4:45pm
Room 127
  • CPE Eligible? N
  • Level All
  • Version 2009

3:45pm

Dynamics AX 2012 Global Address Book (GAB) Enhancements - Now You Can Find Lots of Critical Data in One Place!
The Global Address Book (GAB) is the repository for the people and organizations that your company comes in contact with (Customer, Vendors, Business Relations, Employees, Competitors, etc.). This session provides an overview of the GAB and will review GAB records linked to other records within the application, checking for duplicate addresses, sharing address information between companies, merging addresses, and importing addresses. If you are looking to learn more about the GAB, this is the session for you!

Speakers
MF

Maggie Fumic

Senior Consultant, Client Strategy Group


Wednesday October 15, 2014 3:45pm - 4:45pm
Room 131
  • CPE Eligible? N
  • Level All
  • Version 2012

3:45pm

Lets Look at What’s New in Dynamics AX 2012 for Developers
Sometimes lost in the functional excitement around Dynamics AX 2012 is the technical additions to the solution. In this presentation we will focus on the developers and software architects, sharing the new technical capabilities available in AX 2012 to make development easier and more efficient. Members of the Software Architects SIG are encouraged to attend this session.

Speakers
avatar for Joris de Gruyter

Joris de Gruyter

MVP, Technical Services Manager, Sikich
KH

Kevin Hermann

Development Lead, ATK


Wednesday October 15, 2014 3:45pm - 4:45pm
Room 132
  • CPE Eligible? N
  • Level All
  • Version 2012

3:45pm

Overview of Microsoft Dynamics AX 2012 Business Process Testing Tool
This session will uncover the potential of the CTP version of much awaited Business Process Testing Tool for Microsoft Dynamics AX 2012. It can be used for testing business processes automatically and by using the following two steps: one., recording the business process scenario which is achieved through task recorder within AX 2012, and two playing back results, which is currently accomplished by using an external playback engine.

Speakers

Wednesday October 15, 2014 3:45pm - 4:45pm
Room 106

3:45pm

Unlocking Planning for Projects in Microsoft Dynamics AX 2012 R3
In this fast moving session, take a look at the new functionality that helps project managers estimate and plan projects inside Dynamics AX 2012 R3. Topics such as the network breakdown structure form, cost and effort tracking and integration with Microsoft Project client and Microsoft SharePoint will be highlighted.

Speakers
TP

Tom Patton

Principle Program Manager, Microsoft
I've been a Program Manager at Microsoft for 11 years, the last 5 in the Dynamics AX organization where I've worked on TAP programs, Office Integration, and currently on the Service Industries team working on project planning/estimation, resource management, contracts and billing... Read More →


Wednesday October 15, 2014 3:45pm - 4:45pm
Room 130

3:45pm

6 Keys Things You Need to Know Before Deploying a Business Intelligence Solution
You are finally stable and all GL accounts are reconciled in AX. Now, how do you get useful information out of it to manage your business? In this executive level session, we will address the 6 key things you need to know before deploying a BI solution. We will explore tools that are native to (and are delivered with) your AX solution, as well as provide a summary of available add-on BI solutions, and a synopsis as to why customers are choosing them over the standard delivered tools.

Speakers
avatar for Gina Pabalan

Gina Pabalan

Director, Customer Support & Optimization Services, Edgewater Fullscope
Gina brings over 20 years experience working with clients to implement enterprise applications and business intelligence (“BI”). Gina has her Masters of Business Administration and is a former CPA. While working for PricewaterhouseCoopers (“PwC”) Consulting and IBM Global... Read More →


Wednesday October 15, 2014 3:45pm - 4:45pm
Room 102
  • CPE Eligible? N
  • Level All
  • Version All

3:45pm

Mostly Sunny - Microsoft Dynamics AX in the Cloud
What is architectural overview and enterprise decisions you should be focused on when evaluating the costs/benefit of a Dynamics AX cloud deployment. Dynamics AX offers multiple deployment options which can serve your organization in a wide spectrum of roles. In this session we will step through the important considerations and provide you the framework to feel comfortable about your evaluation of the cloud with Dynamics AX.

Speakers

Wednesday October 15, 2014 3:45pm - 4:45pm
Room 126
  • CPE Eligible? N
  • Level All
  • Version All

3:45pm

Microsoft Conduit - Content Starting Pages: What do you Want to See?
Come review our new capability and feature area landing pages and roadmaps, and help us make them work for you. Please note this session is limited to 15-20 users and an NDA may be required to participate in this conduit session.

Speakers

Wednesday October 15, 2014 3:45pm - 4:45pm
Room 91
  • CPE Eligible? N
  • Level All
  • Version All

3:45pm

Best Practices for Dynamics AX 2012 Data Migration
Data migration is a critical step in most ERP implementations. It requires a strategic plan and needs to start early in the project. In this session, we will discuss our experience using Dynamics AX 2012 data migration framework and other tools scenarios used in a typical multi-site implementation including master data imports and cleaning, transaction data such as open POs, SOs, and their use for moving data from various environments such as DEV, TEST, and Master Set, etc.

Speakers
avatar for Nima Bakhtiary

Nima Bakhtiary

Managing Partner, Arbela Technologies
Arbela Technologies provides innovative and integrated financial, supply chain, distribution, manufacturing, and customer relationship management solutions to our target industries which include building materials manufacturing and distribution, complex materials manufacturing, aerospace... Read More →
avatar for Grant Wilson

Grant Wilson

ERP Solutions Architect, Microsemi


Wednesday October 15, 2014 3:45pm - 4:45pm
Room 103
  • CPE Eligible? N
  • Level All
  • Version 2012

3:45pm

The New Process Excellence:  Improving Your Operations for Customer-centric Top-line Growth
In this age of social media, your customers are demanding the best products and buying experiences with the most value. Your competitors are trying to disrupt your customers’ loyalty.  Today’s leading companies are finding that being good at what they do is no longer good enough.  This session will discuss common sense ways for you as an Executive to identify and improve business processes and operations that are imperatives for growing your company’s top-line, while focusing on delivering the utmost in customer value. This is a cross conference session and will be shared by other User Group members.

Speakers

Wednesday October 15, 2014 3:45pm - 4:45pm
Room 122
  • CPE Eligible? N
  • Level All
  • Version All

3:45pm

Consolidation and Elimination: What You Need to Know
In this How2 session, learn the exact steps required to handle eliminations and to consolidate financials in Dynamics AX. Come prepared to take good notes, as you will leave this session with a checklist of steps to make sure your next consolidation is done correctly.

Speakers

Wednesday October 15, 2014 3:45pm - 4:45pm
Room 104

3:45pm

Let’s Compare and Contrast Product Builder and Product Configurator
Join AXUG Member A.W. Chesterton as they share their knowledge from comparing Product Builder versus Product Configurator, discussing the pros and cons of each. Hear what they learned about each as they worked through their implementation. Don't miss the chance to learn from their experiences!

Speakers

Wednesday October 15, 2014 3:45pm - 4:45pm
Room 105

3:45pm

WOW - Automated Deployment of Microsoft Dynamics AX 2012 R3 in Windows Azure Using Lifecycle Services
Learn about new features developed for LCS that will automate deployment of Microsoft Dynamics AX 2012 R3 environments. See an overview of the functionality as well as the additional steps and configurations you will need to perform in order to deploy and operate Microsoft Dynamics AX 2012 R3 in Windows Azure.

Speakers
JL

Jared Lambert

Program Manager, Microsoft
I’m a program manager working on the Lifecycle Services team. I’m passionate about the AX implementation lifecycle and agile teams. Come talk to me about presales engagements, implementations, and operating AX systems


Wednesday October 15, 2014 3:45pm - 4:45pm
Room 125
  • CPE Eligible? N
  • Level All
  • Version 2012

3:45pm

Understanding Lean Manufacturing with Dynamics AX 2012
In this session, see Lean Manufacturing inside Dynamics AX 2012 in action. We will review the lean functionality included in the standard Dynamics AX 2012. Don't miss this overview of the lean functionality as well as demonstrations to show a few of the major building blocks of Lean Manufacturing for Microsoft Dynamics AX 2012.


Wednesday October 15, 2014 3:45pm - 4:45pm
Room 124
  • CPE Eligible? N
  • Level All
  • Version 2012

3:45pm

Forecast Scheduling and MRP - Secrets to Get You Started
Implementing forecast scheduling in AX isn't just flipping a switch. This session focuses on setting up and executing forecast scheduling including forecast planning, allocation and period keys as well as forecast modeling.

Speakers
avatar for Nigel Cox

Nigel Cox

Solution Architect, Envista
Nigel has been using and helping others use ERP solutions in Manufacturing and Distribution companies since 1972, running Materials, Production Control, IT and Engineering at various times. Very familiar with MTO, MTS, And Configure to order, Process, discrete and lean, NIgel has... Read More →
TD

Tad Dockstader

Global IT Manager, Kurt J Lesker Co
Ask me about operating a global multi-company multl-currency single-instance intallation of AX. MRP, Scheduling, X++ development in a variety of modules. We are currently on AX4.0 but actively planning an upgrade to AX2012R3.
avatar for Dan Perko

Dan Perko

Senior Consultant/Principal, New Dawn Solutions, LLC
avatar for Jake Roder

Jake Roder

Sr. Solution Consultant, Dynamic Consulting


Wednesday October 15, 2014 3:45pm - 4:45pm
Room 123
  • CPE Eligible? N
  • Level All
  • Version All

3:45pm

Closer Look into Overall Store Systems Architecture including Retail Server, Mobility, and Robust Scalable Extensible Models in Dynamics AX for Retail
In this session, we’ll focus on how Retail Server and Commerce runtime (CRT) is architected to support mobile solutions and the flexibility it offers for enterprises to build out store systems of the future. In addition, we’ll look at components, deployment options and topologies that might fit the needs of customers worldwide.

Speakers

Wednesday October 15, 2014 3:45pm - 4:45pm
Room 121
  • CPE Eligible? N
  • Level All
  • Version 2012

3:45pm

Collaboration: The Future of Technology and Your Supply Chain - EDI and Beyond
In today’s manufacturing world, electronic communication between manufacturers and suppliers is more critical than ever to ensure your business stays competitive.  EDI has long provided an effective way for suppliers and manufacturers, along with customers, to communicate, collaborate, and share data.  In this session, learn how collaboration in the supply chain is evolving with technology.

Speakers
avatar for Brian Lynch

Brian Lynch

Business Development Manager, Data Masons
I'm interested in talking with the Dynamics community about integrated EDI. I love understanding and helping to solve some of the challenges around supply chain automation including use of technology such as EDI/XML to help solve the problem.


Wednesday October 15, 2014 3:45pm - 4:45pm
Room 101
  • CPE Eligible? N
  • Level All
  • Version All

3:45pm

It's Possible - Dynamics AX End to End Data Management
If Dynamics AX is the heart of your company, then the data stored within the Dynamics AX database is the blood.  Dynamics AX is becoming more and more pervasive in the marketplace and systems are becoming larger and larger.  As companies grow, and they leverage more functionality within Dynamics AX, the database grows as well.  This session will provide best practices concerning migrating data into new systems, upgrading from existing installs, maintaining the databases, reporting, disaster recovery, high availability and other topics.

Speakers

Wednesday October 15, 2014 3:45pm - 4:45pm
Room 100
  • CPE Eligible? N
  • Level All
  • Version All

3:45pm

Optimize Workflow!
Have you wondered if you are utilizing Dynamics AX to the fullest? What are you doing to fully use Dynamics AX Workflow in your organization? This isn't a traditional tips and tricks session. This will be an open discussion with other users, partners, and Microsoft sharing their experiences to OPTIMZE Workflow with your Dynamics AX installation. Come join us and learn secrets which will allow your company to get more out of Workflow.

Moderators
avatar for Michele Foster

Michele Foster

Financial Business Analyst (Not Seeking Employment), Depomed, Inc.
I am currently responsible for all aspects of AX 2012 R2 application, including: Security administration System Configuration Report Development Process Development Training Workflow Business Process Improvement Change Management I am also the point of contact for internal... Read More →

Speakers
avatar for Zvika Rimalt

Zvika Rimalt

Functional Consultant, SPUD.ca
Anything functional AX and D365. Mostly financials, project accounting, retail, trade and logistics.


Wednesday October 15, 2014 3:45pm - 4:45pm
Room 120
  • CPE Eligible? N
  • Level All
  • Version All

5:00pm

Customizing the Help Server in Dynamics AX 2012 - Task Recorder and More
In this session we will show you how to supplement the existing Help Server content by using Task Recorder, how to update your Table of Contents, and how to make sure your Microsoft content is up to date. Don't miss the chance to learn about these helpful tools!

Speakers

Wednesday October 15, 2014 5:00pm - 6:00pm
Room 125
  • CPE Eligible? N
  • Level All
  • Version 2012

5:00pm

Maximizing Dynamics AX 2012 Infrastructure Through Real World Experiences
Are you looking to implement or upgrade to AX 2012 and want to know what to expect when planning for your infrastructure? Whether you are implementing AX 2012 as a new solution or upgrading from AX 2009, planning the infrastructure requirements in AX 2012 will be critical to a successful implementation. There are several factors you must consider when estimating and planning your infrastructure and application instances. In this session we will discuss some of the key factors that must be considered in your implementation.


Wednesday October 15, 2014 5:00pm - 6:00pm
Room 127
  • CPE Eligible? N
  • Level All
  • Version 2012

5:00pm

Understanding Purchase Requisitions and Workflow in Dynamics AX 2012
Automating purchase reqs, really using workflow, and having all this correctly set up inside Dynamics AX 2012 can be a real time saver for your company. In this session, learn how purchase requisitions and the associated workflow can be set up and more importantly implemented to make your company more efficient.

Speakers

Wednesday October 15, 2014 5:00pm - 6:00pm
Room 131
  • CPE Eligible? N
  • Level All
  • Version 2012

5:00pm

Closer Look at Deploying the Dynamics AX 2012 R3 BI Solution
This session will be a moderated discussion of real-world implementations of Dynamics AX 2012 R3 BI solutions. Hear how others are providing business intelligence information via R3 to meet their internal reporting requirements up and down all levels of the organization.

Speakers
avatar for Brian Cates

Brian Cates

EVP Sales & Operations, Copper State Bolt & Nut Co.
avatar for Milinda Vitharana

Milinda Vitharana

Pricipal Program Manager, Microsoft


Wednesday October 15, 2014 5:00pm - 6:00pm
Room 102

5:00pm

Tracking Dimension at Work! See the New Item Tracing, Batch Attributes-based Pricing and Batch Merge within Microsoft Dynamics AX 2012 R3
See how the potency of products is taken into account when calculating consumption for batch orders in Dynamics AX 2012 R3. Learn how to leverage potency pricing to improve the sales process and utilize the new batch merge capability to achieve a potency level requirement from a customer during sales. Finally, experience some quality incidents and the item tracing capabilities that have been introduced.

Speakers
VL

Vanya Lebedev

Software Engineer, Microsoft
avatar for Christian Rytt

Christian Rytt

Senior Program Manager, Microsoft


Wednesday October 15, 2014 5:00pm - 6:00pm
Room 101

5:00pm

Dynamics AX Cubes as a Data Mart - Something to Consider
When is a Cube not a Cube? When you select the option to install the Dynamics AX OLAP Server in Tabular mode! In this session we will explore a possible use case for installing the Dynamics AX OLAP project as a non-mdx tabular structure that we will refer to as a data mart and use for Ad Hoc querying. The purpose of this discussion is to identify when a more easily understood data structure might be beneficial to an organization and describe some of the tools that could then be used to work with it.

Speakers
avatar for NigelMurdoch

NigelMurdoch

Technical Solution Architect, Fullscope
Implementing Business Intelligence and Performance Tuning for Dynamics AX and SQL Server.


Wednesday October 15, 2014 5:00pm - 6:00pm
Room 106
  • CPE Eligible? N
  • Level All
  • Version All

5:00pm

Microsoft Conduit - Lifecycle Services - Business Process Modeler
Come prepared to discuss and review current and future functionality with the Business Process Modeler in Lifecycle Services. Microsoft wants to hear from you in this important LCS area. Please note this session is limited to 15-20 users and an NDA may be required to participate in this conduit session.

Speakers
JL

Jared Lambert

Program Manager, Microsoft
I’m a program manager working on the Lifecycle Services team. I’m passionate about the AX implementation lifecycle and agile teams. Come talk to me about presales engagements, implementations, and operating AX systems


Wednesday October 15, 2014 5:00pm - 6:00pm
Room 91
  • CPE Eligible? N
  • Level All
  • Version 2012

5:00pm

Data Migration Approaches with Dynamics AX
In this session you will learn from a Dynamics AX user firsthand how to approach Data Migration from the steps you should take before you begin, what should be migrated versus what should be entered, what should not be changed, what tools are available to you and so much more! If you are anticipating a Data Migration project, this is a must attend session for you!

Speakers
avatar for Grant Wilson

Grant Wilson

ERP Solutions Architect, Microsemi


Wednesday October 15, 2014 5:00pm - 6:00pm
Room 103
  • CPE Eligible? Y
  • Level All
  • Version All

5:00pm

CIO Roundtable
Listen in as Information Technology executives share their experiences with Dynamics AX and how they support their user base. This roundtable will present a unique opportunity to hear how other IT organizations are utilizing Dynamics AX to meet their business needs. The roundtable will include a Q&A session at the end.

Speakers
avatar for Tim Arthur

Tim Arthur

CIO, Global Director MIS, Alltech
avatar for Eric Hintz

Eric Hintz

CIO/Director of IT, FCC Environmental


Wednesday October 15, 2014 5:00pm - 6:00pm
Room 122
  • CPE Eligible? N
  • Level All
  • Version All

5:00pm

Tips and Tricks for Fixed Assets
​Do you want to learn how to increase efficiency and productivity by taking advantage of your investment in Fixed Assets? Join us in this session to explore Fixed Asset life cycle management.

Speakers

Wednesday October 15, 2014 5:00pm - 6:00pm
Room 105
  • CPE Eligible? N
  • Level All
  • Version All

5:00pm

Unlocking the Power of Dimensions and Account Structures in Microsoft Dynamics AX
Are you fully utilizing dimensions in your Dynamics AX system to meet your reporting needs? It's OK - many of us aren't. In this session learn how dimensions and account structures in Dynamics AX can be set up to provide a powerful base for your finance and accounting needs. This session will walk you through the 'how2' and 'why' behind setting up dimensions correctly, and the associated account structures, to make sure your accountants and controllers are doing the happy each month! Dynamics AX 2012 and AX 2009 will both be covered in this deep dive session.

Speakers

Wednesday October 15, 2014 5:00pm - 6:00pm
Room 104

5:00pm

Currently Implementing Companies Special Interest Group (SIG) Roundtable
Looking to talk with other users who are currently implementing Dynamics AX? Wanting to share your implementation experiences and listen as other share theirs as well? If so, don't miss the opportunity for one of AXUG's most popular SIGs to meet in person, as users of the Currently Implementing SIG gather in this roundtable to share experiences.

Speakers
avatar for GG Rowe

GG Rowe

IT Project Manager, Planar Systems Inc.
I'm been working with AX for about 4 years now, I led our company's project to migrate from a legacy ERP to AX 2012 R1/CU3 RTM. We've been live since May 2013. Besides being the ERP project manager, I also developed the AX security model for the company. August 2014, we completed... Read More →


Wednesday October 15, 2014 5:00pm - 6:00pm
Room 132
  • CPE Eligible? N
  • Level All
  • Version All

5:00pm

Global Dynamics AX Installations: Learning from Others Around the Globe
When implementing Dynamics AX around the globe there are unique considerations which smaller implementations do not experience. In this roundtable session, come prepared to listen, learn, and share your own experiences with running Dynamics AX in a global environment.

Speakers

Wednesday October 15, 2014 5:00pm - 6:00pm
Room 126
  • CPE Eligible? N
  • Level All
  • Version All

5:00pm

Closer Look at Dynamics AX 2012 Lean Setup in High Mix, Low Volume Manufacturing Environment
Practical insights in setting up multi-department manufacturing flows.  This session will include a demonstration of real-world applications in a high mix low volume manufacturing environment.

Speakers
TC

Tim Carlock

Vice President of Manufacturing, Rochester Gauges
Proven results driven Leader of Sales and Marketing, Operations, and General Business organizations. Extensive background on bringing Sales, Operations, Engineering, Software, Process and People together to achieve world class results. These results are achieved based on years of... Read More →
avatar for Tim Gutschlag

Tim Gutschlag

Lean Planning and Production Manager, Rochester Gauges
MBA with demonstrated success in driving business and manufacturing efficiency. Responsible for developing and executing the Lean strategy for Manufacturing and Operations including the successful implementation of Microsoft AX 2012 Lean Manufacturing.


Wednesday October 15, 2014 5:00pm - 6:00pm
Room 120

5:00pm

How to Use New Dynamics AX 2012 Batch Handling Features for Lot Trace and Batch Merge
In this session we will go through two new batch handling features in Dynamics AX: lot trace and batch merge.  We will discuss the business scenarios that these features support as well as demonstrate the new capabilities. Process manufactures will find this session especially beneficial.

Speakers

Wednesday October 15, 2014 5:00pm - 6:00pm
Room 124

5:00pm

The 21st Century Manufacturer
Today's manufacturer will be different than tomorrows. In this session, learn about the trends in manufacturing and how they may impact your company, as the 21st century manufacturer evolves.

Speakers

Wednesday October 15, 2014 5:00pm - 6:00pm
Room 123
  • CPE Eligible? N
  • Level All
  • Version All

5:00pm

Microsoft Dynamics AX for Retail:  Delivering Next Generation POS clients and Immersive Mobile Experiences
A comprehensive look at how Microsoft Dynamics for Retail offers immersive, unique and differentiated experiences in the store across mobile devices, form factors and platforms. This session will provide an in-depth look at various in-store experiences, devices and next generation mobile POS clients.

Speakers

Wednesday October 15, 2014 5:00pm - 6:00pm
Room 130
  • CPE Eligible? N
  • Level All
  • Version 2012

5:00pm

Introduction to Microsoft Dynamics CRM
Looking to learn more about Microsoft Dynamics CRM? Wondering what this application can provide so you can better manage customer data? If so, don't miss this presentation for an insightful view and demo of Dynamics CRM. This session will also include a review of the integration currently available between Dynamics AX and Dynamics CRM.

Speakers
avatar for Dane Koepke

Dane Koepke

VP, Business Development, Green Beacon Solutions


Wednesday October 15, 2014 5:00pm - 6:00pm
Room 121

5:00pm

Microsoft Dynamics AX and SQL Performance Tips and Tricks
The last thing your IT department needs to be doing is worrying about slow performance in Dynamics AX. In this technical session, listen, learn, and share your experiences around optimizing SQL to run with Dynamics AX. This session will provide take-backs which can lead to immediate performance gains in Dynamics AX.  This session will address all versions of Dynamics AX.  Don't miss it!

Speakers

Wednesday October 15, 2014 5:00pm - 6:00pm
Room 100

6:00pm

Expo Reception
Visit the Expo to learn about the valuable Dynamics AX solutions and services available from our AXUG Summit sponsors and exhibitors.

Wednesday October 15, 2014 6:00pm - 8:00pm
Halls 4 and 5
 
Thursday, October 16
 

7:00am

Breakfast
Thursday October 16, 2014 7:00am - 8:00am
Hall 3

8:00am

Microsoft Dynamics AX 2009 Security Roundtable
Don't miss this exciting session, as all things security with Dynamics AX 2009 and older versions will be discussed. Come prepared to share your own experiences around Dynamics AX security and learn some new techniques from your fellow users. There are always lots of topics and questions, whether it is discussions around user groups, administrative tasks, and balancing the IT vs. non-IT part of security. Get your AX 2009 security questions answered in this session!

Moderators
avatar for Michele Foster

Michele Foster

Financial Business Analyst (Not Seeking Employment), Depomed, Inc.
I am currently responsible for all aspects of AX 2012 R2 application, including: Security administration System Configuration Report Development Process Development Training Workflow Business Process Improvement Change Management I am also the point of contact for internal... Read More →

Speakers
avatar for Grant Wilson

Grant Wilson

ERP Solutions Architect, Microsemi


Thursday October 16, 2014 8:00am - 9:00am
Room 101
  • CPE Eligible? N
  • Level All
  • Version 2009

8:00am

Finding Help When You Need It: Microsoft Dynamics AX 2012 Documentation and Resources
Join us as we guide you through the locations and resources available from within the product, to using our Help Server search tool to access product help files and the web. Discover the various kinds of content Microsoft ships in the product, and posts on sites like TechNet, MSDN, and CustomerSource. This session will provide you valuable information to get more answers to your questions!

Speakers

Thursday October 16, 2014 8:00am - 9:00am
Room 125
  • CPE Eligible? N
  • Level All
  • Version 2012

8:00am

Introducing the Microsoft Dynamics AX 2012 Customer Implementation Readiness Team
In this informational session, learn how this team is working on improving the overall quality and stability of the Dynamics AX through a unique approach to release validation. Give your feedback and suggestions, and understand how you can get involved and maximize the benefits you and your company realize from Microsoft Dynamics AX.

Speakers

Thursday October 16, 2014 8:00am - 9:00am
Room 240
  • CPE Eligible? N
  • Level All
  • Version 2012

8:00am

Overview of the Microsoft Dynamics AX 2012 Test Data Transfer Tool
In this fast paced presentation, learn how to move your AX Production data in to non-production (Test, Pre-production etc.) environments with Test Data Transfer Tool. See how in turn this tool can be used to test customizations before rolling the new code into production. Members of the Software Architects SIGs are encouraged to attend this technical session.

Speakers

Thursday October 16, 2014 8:00am - 9:00am
Room 241
  • CPE Eligible? N
  • Level All
  • Version 2012

8:00am

Reviewing Setup and Understanding the Intercompany Order Chain in Microsoft Dynamics AX 2012
​The intercompany functionality can be complex and puzzling with a great many parameters. However with Microsoft Dynamics AX 2012 increasingly being implemented in enterprises with many legal entities, the intercompany functionality becomes ever more important. This session will provide an insight into how intercompany works, how it is setup and how a variety of special situations are handled.

Speakers
avatar for Mette Irene Nielsen

Mette Irene Nielsen

Software Engineer, Microsoft


Thursday October 16, 2014 8:00am - 9:00am
Room 102
  • CPE Eligible? N
  • Level All
  • Version 2012

8:00am

Understanding the Microsoft Dynamics AX 2012 Data Model
Along with the great functionality additions in Dynamics AX 2012, there are new technical and architectural changes which provide the ability to further extend Dynamics AX functionality. In this session we will cover more about the new data model and how that impacts Dynamics AX development.

Speakers

Thursday October 16, 2014 8:00am - 9:00am
Room 131
  • CPE Eligible? N
  • Level All
  • Version 2012

8:00am

Diving into Project Accounting in Microsoft Dynamics AX 2012 R3
Leverage the capabilities in Microsoft Dynamics AX 2012 R3 to implement project accounting techniques to monitor the progress of projects from a financial perspective. This session will review project setups for the appropriate revenue recognition method, as well as which techniques you can use for recognizing revenue in time and material versus fixed-price projects and the factors involved in choosing which technique you utilize.

Speakers
TP

Tom Patton

Principle Program Manager, Microsoft
I've been a Program Manager at Microsoft for 11 years, the last 5 in the Dynamics AX organization where I've worked on TAP programs, Office Integration, and currently on the Service Industries team working on project planning/estimation, resource management, contracts and billing... Read More →


Thursday October 16, 2014 8:00am - 9:00am
Room 242

8:00am

Introduction to AX 2013 R3 Demand Forecast Planning
This session will review the demand forecasting capabilities added to Dynamics AX 2012 R3. Learn how forecasting model, advanced data analysis, and other statistical methods can now be deployed to your forecasts inside Dynamics AX.

Speakers
avatar for Christian Rytt

Christian Rytt

Senior Program Manager, Microsoft


Thursday October 16, 2014 8:00am - 9:00am
Room 130

8:00am

Next Generation Servicing and Support Experience with Dynamics AX 2012 R3
Learn about the next generation Dynamics AX Servicing and Support experience for Microsoft Dynamics AX 2012 R3. This will include the new Cloud-Powered Support through Microsoft Dynamics Lifecycle Services. Leanr how this new experience simplifies the update of Dynamics AX update by tailoring them to your environment. Get a walkthrough of the new capabilities introduced in Microsoft Dynamics AX 2012 R3 and how to leverage the power of LCS for your updates.

Speakers
PN

Priyaa Nachimuthu

Senior Program Manager, Microsoft
Microsoft Dynamics AX


Thursday October 16, 2014 8:00am - 9:00am
Room 127

8:00am

Big Data – What is it and Why Should I Care?
Take a dive to debunk the myths, mysteries and what possible value exist in regard to the topic of Big Data. This session, led by AX MVP Brandon George will cover the latest attempts to describe Big Data and make it more meaningful to the Dynamics AX customer for both business and technical uses.

Speakers

Thursday October 16, 2014 8:00am - 9:00am
Room 105
  • CPE Eligible? N
  • Level All
  • Version All

8:00am

Understanding Windows Azure - Is it the Cloud???
At one time considered a distant challenger to traditional Cloud players like Google and Amazon, the Microsoft Cloud – and Windows Azure – has become an industry leader that many companies are now turning to.  Understanding what Azure is and how to put it to use along with other components of the Microsoft Cloud can help your company become an industry leader - come learn what it’s all about in this session and why you should be turn to it as well.

Speakers
avatar for Bob Monio

Bob Monio

Director, Global Alliances, Readsoft
I'm a 30 year veteran of the IT and Business Process Consulting industry with a specialization in Cloud and Business Process Optimization. I also work as part of an extended team that drives Global Alliances engagement at ReadSoft and have done so as part of my Sales and Consulting... Read More →


Thursday October 16, 2014 8:00am - 9:00am
Room 126
  • CPE Eligible? N
  • Level All
  • Version All

8:00am

Microsoft Conduit - Badges are an Online, Sharable Recognition of Accomplishments or Affinity
While certification is a recognized standard, Microsoft broadly, inclusive of Dynamics, is researching additional mechanisms to accelerate individual experiences, learning opportunities and performance.   The marketplace has been adding “Badges” as the next level of credentials, showcasing unique, valued accomplishments and contributions.  Give us your input on the criteria of participatory and skill badges.  We are interested in understanding what is important and differentiated at an individual level for recognition. Please note this session is limited to 15-20 users and an NDA may be required to participate in this conduit session.


Thursday October 16, 2014 8:00am - 9:00am
Room 200
  • CPE Eligible? N
  • Level All
  • Version All

8:00am

Microsoft Conduit - Real Time BI
What does the word “real time” in real-time BI mean to you? Or to put it another way, how soon do you want your BI solution to reflect operation data? Milliseconds, seconds, minutes, hours? Please note this session is limited to 15-20 users and an NDA may be required to participate in this conduit session.

Speakers
avatar for Milinda Vitharana

Milinda Vitharana

Pricipal Program Manager, Microsoft


Thursday October 16, 2014 8:00am - 9:00am
Room 91
  • CPE Eligible? N
  • Level All
  • Version 2012

8:00am

Oh No, Not Another IT Project – Strategies for Success with Technology and Business
This session will focus on how you as a business executive can approach technology and software differently.  Hear why IT should not drive or own large projects, but rather provide support and resources to allow these projects to be a business enabler to meet the transforming needs of your organization.  Listen as we share approaches that have worked for other user companies to balance the internal needs of their organizations by implementing software and technology solutions with their partners and Microsoft to be successful. Project support starts at the top, but it also includes working outside your organization with your partner and Microsoft. Don’t make the mistake as an executive to not stay engaged with your project. This session will highlight specific examples that show why your involvement is critical throughout the life of the project.

Speakers
HH

Hal Howard

Dynamic Communities


Thursday October 16, 2014 8:00am - 9:00am
Room 230
  • CPE Eligible? N
  • Level All
  • Version All

8:00am

Planning Your Chart of Accounts - Do it Once, Correctly!
Building the chart of accounts is one of the most important parts of an implementation. Attend this session to learn about the considerations to take when creating the charts of accounts, from transaction entry through to business rules and on to financial reporting and analysis. We'll explore the building blocks available for your chart of accounts including adding new accounts and dimensions, building account rules, financial reporting and analysis, organization hierarchies, and statutory reporting. This session shares all you need to know to get the most out of your chart of accounts.

Speakers

Thursday October 16, 2014 8:00am - 9:00am
Room 104

8:00am

Maximizing Your AXUG Benefits - Online Resources, Training, Events, and More
Are you new to AXUG or just want a refresher on all the benefits and resources available to you within your membership? Then don't miss the session so that you can ensure you are maximizing your membership and taking advantage of benefits that are your finger tips such as Collaborate, Academy courses, webinars, Special Interest Groups, Regional Chapters and so much more!

Speakers
avatar for Tonya Anderson

Tonya Anderson

Global Partner Program Manager, Dynamic Communities, Inc.
All partner content for virtual and in person events.
avatar for Rich Beliveau

Rich Beliveau

Academy Director, Dynamic Communities Inc.


Thursday October 16, 2014 8:00am - 9:00am
Room 231
  • CPE Eligible? N
  • Level All
  • Version All

8:00am

Tools You Can Really Use: Microsoft Excel Add-Ins
Excel is a popular tool with Dynamics AX, but do you truly understand how powerful of tool it can be? In this exciting session, we will review how you can utilize the built in functionality of the Microsoft Dynamics AX 2012 Excel Add-in to import general journal entries

Speakers
IN

Inga Numadottir

Solution Consultant, AXMentor
TT

Tanya Todd

AXMentor


Thursday October 16, 2014 8:00am - 9:00am
Room 106

8:00am

Driving Operational Excellence and Compliance in Food and Beverage with Dynamics AX
At first glance, improving manufacturing performance and meeting regulatory requirements seem to have little in common.  This presentation will address how you can use the activities you must perform to meet regulatory requirements to drive bottom line improvements in manufacturing performance

Speakers

Thursday October 16, 2014 8:00am - 9:00am
Room 225
  • CPE Eligible? N
  • Level All
  • Version 2012

8:00am

Lean Manufacturing – Tools to Help Figure it Out
Lean Manufacturing brings principles of flow, pull, and leveling into the manufacturing arena and along with it, a new set of terms and tools.  First developed at Toyota and proven worldwide in automotive, lean manufacturing is more challenging in make-to-order businesses with complex products, fluctuating demand, and varying cycle times.  These “high mix/low volume” operations can successfully implement lean principles with methodology and tools adapted to accommodate high levels of variation and complexity.  Understanding demand patterns and product segmentation as you design buffer strategies in your future state, you can eliminate waste, reduce lead times, and increase responsiveness to your customer. 

Speakers

Thursday October 16, 2014 8:00am - 9:00am
Room 124
  • CPE Eligible? N
  • Level All
  • Version All

8:00am

Process Manufacturing for Discrete Manufacturers - Yep You Read that Right!
For years manufacturers have been primarily in two camps: Discrete and Process.  Learn how Process Manufacturing can benefit you in such areas as injection molding, sheet metal processes, and any process that produces multiple products or variable products within a single production process.  Understand the limitations of rework and using item dimensions in Discrete Manufacturing and how they can be solved with Process Manufacturing and Dynamics AX. See how parts of each of these manufacturing processes can be used with the other in a hybrid approach.

Speakers
avatar for Don Riggs

Don Riggs

Sr. Solutions Architect, enVista -  Don Riggs is a 25+ year manufacturing consultant with 12+ years of Dynamics AX experience.  Considered to be one of the leading experts on Manufacturing Processes, Manufacturing Cost Accounting, and Integration of Financial Processes for Dynamics... Read More →


Thursday October 16, 2014 8:00am - 9:00am
Room 132
  • CPE Eligible? N
  • Level All
  • Version All

8:00am

Project Managers Special Interest Group Roundtable
Join other Project Managers as they gather to listen, learn, and share experiences with managing Dynamics AX implementation and upgrade projects. Don't miss this always exciting session as seasoned Project Managers and first time PMs share the dos and don'ts of successful project management in the AX world.


Thursday October 16, 2014 8:00am - 9:00am
Room 122
  • CPE Eligible? N
  • Level All
  • Version All

8:00am

Using PowerBI Within Office 365 To Free Your Dynamics AX Data
The PowerBI tools that Microsoft deliver on the desktop are great, but if you are an Office 365 user then you can take your reporting to the next level by making the reports and data available in the cloud.  You can publish your reports to Office 365 and make them available to everyone, and you can even connect Office 365 with your on premise data so that users are able to query key information though the web.  With the additional tools that are available through the online version of PowerBI like Power Q&A you can even ask for information as a question, and let Power BI do all the hard work for you. In this session we will show you how to configure PowerBI within Office 365 and also show you all of the new and nifty features that it provides.

Speakers
avatar for Murray Fife

Murray Fife

Technical Solution Professional, Microsoft
Murray Fife is an Author of over 20 books on Microsoft Dynamics AX including the Bare Bones Configuration Guide series of over 15 books which step the user through the setup of initial Dynamics AX instance, then through the Financial modules and then through the configuration of the... Read More →


Thursday October 16, 2014 8:00am - 9:00am
Room 120
  • CPE Eligible? N
  • Level All
  • Version 2012

8:00am

1 Little, 2 Little, 3 Little items: A Look at the New Product Capabilities Throughout the Sales Process
In this session, we will explore new setup options and types of products that can be used inside Dynamics AX to support your sales process.

Speakers
avatar for Shaun McMikle

Shaun McMikle

Lead Technical Trainer, Junction Solutions


Thursday October 16, 2014 8:00am - 9:00am
Room 121

8:00am

Compare and Contrast Microsoft Dynamics AX CRM and Dynamics CRM
Not sure which CRM option is right for your company? In this session, we will examine the functional and technical aspects of both Dynamics CRM and Dynamics AX. We will also look at related costs, usability and integration with Dynamics AX.

Speakers
avatar for Dane Koepke

Dane Koepke

VP, Business Development, Green Beacon Solutions


Thursday October 16, 2014 8:00am - 9:00am
Room 232
  • CPE Eligible? N
  • Level All
  • Version All

8:00am

Dynamics AX 2012 Security – A Functional How2 Approach
Listen as a fellow user shares their overview of Dynamics AX 2012 Security Structure and how it related to their implementation and overall strategy for security. See how security fit into their overall ERP schedule/timeline, what implementation security lessons were learned, and how security was factored into the project Implementation and post project activities.

Speakers
avatar for GG Rowe

GG Rowe

IT Project Manager, Planar Systems Inc.
I'm been working with AX for about 4 years now, I led our company's project to migrate from a legacy ERP to AX 2012 R1/CU3 RTM. We've been live since May 2013. Besides being the ERP project manager, I also developed the AX security model for the company. August 2014, we completed... Read More →


Thursday October 16, 2014 8:00am - 9:00am
Room 123
  • CPE Eligible? Y
  • Level All
  • Version 2012

8:00am

Managing Multiple ISV Solutions in Dynamics AX 2012
Are you considering installing a number of ISV solutions in your Dynamics AX 2012 environment? Are you facing complex merges, version updates or upgrade challenges? In this session, you will find a set of guidelines to help you steer through planning, implementation and maintenance of multiple ISV solutions with your Dynamics AX installation.

Speakers
KH

Kevin Hermann

Development Lead, ATK
BL

Bernd Loske

Director of Technical Services, Edgewater Fullscope


Thursday October 16, 2014 8:00am - 9:00am
Room 100
  • CPE Eligible? N
  • Level All
  • Version 2012

8:00am

Deep Dive into the Dynamics AX 2012 R3 In-Place Upgrade Process
Any upgrade project can be daunting, but with the correct tools and steps to follow, your upgrade should not be an overbearing exercise. In this deep dive session, we will review the technical steps required for a Dynamics AX 2012 R3 upgrade. Learn the tools to use, the steps to follow, and what to watch out for when executing the technical side of an AX 2012 R3 upgrade.

Speakers

Thursday October 16, 2014 8:00am - 9:00am
Room 103
  • CPE Eligible? N
  • Level All
  • Version 2012

9:15am

Advanced WHS, TMS, Fleet, and Logistics Execution
From the company that created the Dynamics AX R3 WHS and TMS modules (formerly called WAX and TRAX) comes the next generation of offerings for advanced warehouse operations with extended focus on companies who are logistics providers and/or have their own fleet.  See the product from which these new capabilities are based with extended concepts for cross docking, material handling integration, track and trace shipments, fleet management, transport orders, dispatch, driver hours, full GTIN support, etc. For companies who want to further improve DC/fulfillment operations, manage a fleet, broker transport, or provide logistics services.

Speakers

Thursday October 16, 2014 9:15am - 10:15am
Room 105
  • CPE Eligible? N
  • Level All
  • Version All

9:15am

Are You Ready to do Business in the Omnichannel World?
Today’s consumers are driving tremendous change in the retail industry. They demand a consistent brand experience while shopping across all channels – in store, mobile and online. That’s omnichannel – retail’s buzzword. But what does that mean for your business and your systems? Revolutionize your viewpoint as we explore how SPS Commerce and our cloud solutions can help your company grow in the omnichannel era by: - Automating your EDI transactions into AX, - Providing analytics insight in to your sales with your retailers , - Attaining a single source of truth for your item data, - Sourcing new partnerships and items.


Thursday October 16, 2014 9:15am - 10:15am
Room 126
  • CPE Eligible? N
  • Level All
  • Version All

9:15am

AX2012 R3 and Your Supply Chain: EDI & Beyond
Collaboration between customers and suppliers is more critical than ever to ensure your business stays competitive.  Business Document Integration, facilitated through EDI, has long provided an effective way for suppliers, manufacturers and customers to communicate and share data. In this session, attendees will learn how collaboration in the supply chain is evolving. With the release of Dynamics AX 2012 R3, native warehouse management functionality provides an opportunity for deeper EDI integration, including new ASN staging and packing capabilities.

Speakers
GM

Glenn McPeak

Data Masons Software


Thursday October 16, 2014 9:15am - 10:15am
Room 101
  • CPE Eligible? N
  • Level All
  • Version All

9:15am

Conveying Results! How ScanWorkX®  Mobile Data Collection Delivers for Beltservice
St. Louis based Beltservice is the world's leading fabricator of custom conveyor belting.  With over 325 different conveyor belt SKUs stocked throughout their ten (10) strategically located facilities located in US, Canada and Mexico, the roll out of Microsoft Dynamics AX 2012 required a world class mobile data collection solution  to compliment and accelerate the performance of their new ERP system.  Inventory accuracy, on-time shipments, and increased personnel productivity were critical business objectives for Beltservice to remain the industry’s best in customer service.   This presentation will feature a real life case study sharing how Beltservice researched, selected, implemented, and benefited from their choice for mobile data collection, ScanWorkX®.


Thursday October 16, 2014 9:15am - 10:15am
Room 127
  • CPE Eligible? N
  • Level All
  • Version All

9:15am

Decoding R3: What are your Options to Best Manage Your Warehouse into the Future?
You’ve been hearing about the new Microsoft R3 for a year now, but do you understand what all it entails – and what options your company has? For example, did you know you could utilize WMS I or II with R3? Or what the key signs for needing WHS are? Join the warehousing experts and get the answers you need to position your business for success.


Thursday October 16, 2014 9:15am - 10:15am
Room 102

9:15am

deFacto - Business Analytics at the Speed of Business
Learn how deFacto is the only Dynamics CPM tool utilizing the complete set of Microsoft BI technologies including: 100% native Excel, with all capabilities, as its User Interface; SQL Server for superior capabilities to store/manage vast amounts of data; and Analysis Services, SQL’s core BI engine, to provide unmatched performance, data modeling, analysis and reporting. See demos on deFacto’s Excel add-in; Reporting -- Interactive Filtering, Drill Down, Drill Through, Ad-hoc reporting; Budgeting/Data Collection--Input template with Workflow & Calculations, Comments, Line Item Detail; and Data Manager & Business Logic –Copying, Loading, Allocating & Spreading data with Unit x Rate Logic.

Thursday October 16, 2014 9:15am - 10:15am
Room 123
  • CPE Eligible? N
  • Level All
  • Version All

9:15am

Disruptive Marketing: How to Leverage CRM to Increase Sales, Satisfaction and Retention
Leverage your CRM and extend its value to build customer loyalty, improve satisfaction and increase sales. Using examples of next generation, content marketing and remarketing strategies, you’ll understand how organizations can utilize crowd-sourced content and the right automation tools. With successful case studies in hand, we’ll see how your customer engagement can be turned into a major business intelligence asset across multiple channels. Learn the proven tactics to effectively use your current content to expand your customer-base and brand awareness, and walk away with an entirely new way of thinking related to your current marketing strategy

Speakers

Thursday October 16, 2014 9:15am - 10:15am
Ferrara Theatre
  • CPE Eligible? N
  • Level All
  • Version All

9:15am

Dynamics ERP Tips: Using Your Existing ERP to Make Sales Tax Easy
Do you update rate tables in your ERP system? You must be exhausted. Manually updating rate tables in your ERP system can be a significant strain on time and resources and open your business up to potential error and audit risk. But you can use Dynamics ERP and AUTOMATE tax compliance, which means never having to update rate tables again. You’ll also significantly reduce operational costs, reduce audit risk, and ensure accuracy. How cool is that?

Speakers

Thursday October 16, 2014 9:15am - 10:15am
Room 122
  • CPE Eligible? N
  • Level All
  • Version All

9:15am

Go Paperless with Document Management
Does your company suffer from paper pains and inefficiency? Are you searching for a smart document management solution that goes beyond paper scanning? Attend our session and we’ll help you navigate through the marketplace, identify key considerations for selecting a document management vendor and explore the new technology that goes beyond accounts payable. doc-link™, Integrated Document Management, a Certified for Microsoft Dynamics (CfMD) product is the answer to working faster and more effectively! Go Paperless in Any Department. Any Process!

Speakers

Thursday October 16, 2014 9:15am - 10:15am
Room 104
  • CPE Eligible? N
  • Level All
  • Version All

9:15am

Leverage the Cloud to Manage Dynamics AX 2012 Implementations and Upgrades
Microsoft Dynamics AX 2012 projects require multiple server resources and environments. The cost of acquiring the additional hardware, configuring the hypervisor, provisioning virtual machines and installing SQL Server, AX, Team Foundation Server and Visual Studio can add up quickly. The Client Strategy Group (CSG) will show you how to reduce the cost and risk of hardware, licensing, time and headaches by utilizing Microsoft Azure, Visual Studio Online and Dynamics Lifecycle Services to build, maintain and apply best practice to manage your AX 2012 environments. Note: This is not a sales pitch! CSG does not resell or host environments!

Speakers

Thursday October 16, 2014 9:15am - 10:15am
Room 103
  • CPE Eligible? N
  • Level All
  • Version All

9:15am

Manage Complex Quotes and Orders with a CPQ (Configure, Price, Quote) Solution
Join us to learn how Experlogix helps Dynamics AX customers easily manage even the most complex quoting and order processing requirements. Experlogix combines with Dynamics AX to streamline quote and order entry in the front office and dramatically cut lead times and virtually eliminate rework in the back office by automating the creation of production order BOMs and routing information. We will provide specific real-world examples of how the Experlogix CPQ solution can increase the speed and accuracy of quote and order creation, helping to improve bottom-line profitability and operational efficiency.

Speakers

Thursday October 16, 2014 9:15am - 10:15am
Room 121
  • CPE Eligible? N
  • Level All
  • Version All

9:15am

Plant Maintenance (CMMS) and Overall Equipment Effectiveness (OEE) in Dynamics AX
The Dynaway EAM module is a pure Dynamics AX module for advanced preventive maintenance, which utilizes standard purchase, inventory, finance, projects and much more in Dynamics AX. For the maintenance worker, Dynaway EAM comes with an advanced offline capable mobile companion app allowing work order execution. For the factory floor, Dynaway EAM comes with a touch based client for downtime registration, as well as a machine integration module to automatically generate service requests from PLC signals.

Speakers

Thursday October 16, 2014 9:15am - 10:15am
Room 125
  • CPE Eligible? N
  • Level All
  • Version All

9:15am

Public, Private or Hybrid Clouds; Which is right for you?
Much is said about cloud computing but do you really know what separates the various solutions?  In this session will use examples to show how a Microsoft Dynamics solution could be deployed in a variety of cloud scenarios including Azure. 

Speakers

Thursday October 16, 2014 9:15am - 10:15am
Room 106
  • CPE Eligible? N
  • Level All
  • Version All

9:15am

Raising Your Game in the Month End Reporting Cycle
The close to report cycle (C2R) commonly sets the heartbeat for any Finance team. The requirement to provide accurate, timely and insightful reports for the whole organization is time-consuming and difficult, but it just has to happen. The initial challenge of extracting, reconciling and verifying data held within different tables in Dynamics, and then distributing it can take so long that interpretation and analysis are ignored. It is fact that oftentimes for companies even with an investment in BI tools, the Finance team manually ‘Handcrafts’ the C2R process. In this showcase see how PrecisionPoint can revolutionize the entire C2R process.

Speakers
avatar for Michael Evans

Michael Evans

CEO, Precision Point Software
As a long standing BI professional, I am delighted to be the CEO of PrecisionPoint who are redefining the way that BI is delivered through pioneering software. Consider the following: The BI database is generated automatically by the Software and contains every transaction the... Read More →


Thursday October 16, 2014 9:15am - 10:15am
Room 124
  • CPE Eligible? N
  • Level All
  • Version All

9:15am

Scalable Commodity trading and Manufacturing: Unsolvable Mysteries, SOLVED!
This session will be of interest to everyone but particularly those involved in the manufacturing of products that involve commodity based raw materials.  Learn how to streamline your commodity procurement process while integrating it with the manufacturing process in Dynamics AX. Gone are the days of managing commodity contracts outside the main ERP solution; bring those mysterious trading people in to the mainstream!!  Help the accounting department track and manage commodity and ancillary costs without having to chase procurement and logistics staff.  Manage commodity and currency hedges –it is not black magic.  We will solve those unsolvable mysteries for you and do it all inside Dynamics AX.

Speakers

Thursday October 16, 2014 9:15am - 10:15am
Room 120
  • CPE Eligible? N
  • Level All
  • Version All

9:15am

Simplify Dynamics AX Security – Best Practices for Making Security and Audits Easier
How do you know if you are granting the right access to Dynamics AX? Do your groups/roles have inherent segregation of duties risks? How do you monitor changes to critical data? Is your security set up the way it needs to be? Join the Fastpath team to learn the answers to these critical questions before your auditors ask them.

Speakers
avatar for Andy Snook

Andy Snook

President, Fastpath
Andy Snook is a frequent speaker on IT audit best practices, streamlining IT security and overcoming IT compliance challenges. He is a Certified in Risk and Information Systems Controls (CRISC) as well as certified in Microsoft Dynamics and SAP. In 2011, he was named to Dynamics... Read More →


Thursday October 16, 2014 9:15am - 10:15am
Room 100
  • CPE Eligible? N
  • Level All
  • Version All

10:45am

WOW - 30 Microsoft Dynamics AX 2009 Tips in 60 Minutes
Are you ready to get some quick tips to make your life as a Microsoft Dynamics AX 2009 user easier? In this session, we'll highlight 30+ business user tips and available tools from across the functional areas of the product that you can take back to your company to improve your use of your Microsoft Dynamics AX deployment immediately.

Speakers

Thursday October 16, 2014 10:45am - 12:00pm
Room 132
  • CPE Eligible? N
  • Level All
  • Version 2009

10:45am

Overview of Budgeting, Planning, and Forecasting in Dynamics AX 2012
​Learn about budgeting, planning, execution (control), and reporting in Dynamics AX 2012. This session will include an end of end overview in these areas, along with highlighting some of the planned improvements in these areas.


Thursday October 16, 2014 10:45am - 12:00pm
Room 120
  • CPE Eligible? N
  • Level All
  • Version 2012

10:45am

Understanding the Capable to Promise and Build to Order Functionality in Dynamics AX 2012
Learn how Dynamics AX 2012 supports your delivery date control scenarios. Understand the options, required configuration and master plan setup needed to get the desired result in AX. Learn what's new in AX 2012 with capable-to-promise (CTP) and event kanban processes. In this session we how Sales event kanbans can be combined with Capable To Promise, and in turn build a flexible and responsive Build-to-order solution.​

Speakers
avatar for Christian Rytt

Christian Rytt

Senior Program Manager, Microsoft


Thursday October 16, 2014 10:45am - 12:00pm
Room 127
  • CPE Eligible? N
  • Level All
  • Version 2012

10:45am

Upgrade to Re-Implementation with Dynamics AX 2012
Dynamics AX 2012 has extensive new capabilities which provide an opportunity to re-implement Dynamics AX without widespread customizations. This case study will be based on Beltservice Corporation’s Dynamics AX 2012 re-implementation and shares their successful reimplementation experience from Axapta 3.0 – to AX 2012.

Speakers

Thursday October 16, 2014 10:45am - 12:00pm
Room 131
  • CPE Eligible? N
  • Level All
  • Version 2012

10:45am

Overview of the New Warehouse Management in Microsoft Dynamics AX 2012 R3
Learn about new and powerful WMS capabilities of Dynamics AX 2012 R3. This session presents the main concepts of the new WMS functionality. We will cover topics such as: warehouse processes tied in to purchase, sales and transit orders; the concepts of Waves organizing the work going on in the warehouse; location directives driving the physical work of where to pick and put; and work templates controlling the operational workflow of how the process is going to be, and everything tied in with the mobile solution that comes with the product.


Thursday October 16, 2014 10:45am - 12:00pm
Room 130

10:45am

Leveraging the Microsoft Stack for Robust BI
Deploy the power of the Microsoft stack to reach new heights with your BI initiatives.  In this presentation, you will learn about the components of the Microsoft stack, that when deployed with Dynamics AX, provide a robust infrastructure to meet your BI and reporting requirements.

Speakers
JK

Jeremy Kingry

eBECS North America


Thursday October 16, 2014 10:45am - 12:00pm
Room 106
  • CPE Eligible? N
  • Level All
  • Version All

10:45am

Microsoft Conduit - Lifecycle Services Existing tools
Come prepared to discuss and review current and future functionality with the existing Lifecycle Services tools. Microsoft wants to hear from you in this important LCS area. Please note this session is limited to 15-20 users and an NDA may be required to participate in this conduit session.

Speakers
JL

Jared Lambert

Program Manager, Microsoft
I’m a program manager working on the Lifecycle Services team. I’m passionate about the AX implementation lifecycle and agile teams. Come talk to me about presales engagements, implementations, and operating AX systems


Thursday October 16, 2014 10:45am - 12:00pm
Room 91
  • CPE Eligible? N
  • Level All
  • Version 2012

10:45am

Managing Your Partner - Approaches For a True Partnership
Every successful Dynamics AX installation requires a strong relationship with the organization's Partner. We invite you to share your experiences and learn from the community on how to manage your Partner, and pick up successful approaches others have used to truly have a 'partnership' with their Dynamics AX Partner.

Speakers

Thursday October 16, 2014 10:45am - 12:00pm
Room 122
  • CPE Eligible? N
  • Level All
  • Version All

10:45am

Traction - How to Get Yourself and Your Business Unstuck
EOS, the Entrepreneurial Operating System, is a set of timeless business principles and real-world tools described in Gino Wickman's book, "Traction".  By mastering this simple “way of operating,” leadership teams of growth-oriented companies systematically and permanently improve. Learn how you can apply this system to drive better results with more accountability and less frustration. This is a cross conference session and will be shared by other User Group members.

Speakers

Thursday October 16, 2014 10:45am - 12:00pm
Landmark Ballroom One (RG)
  • CPE Eligible? N
  • Level All
  • Version All

10:45am

The Complexities of Configuring and Migrating Capital Assets into Dynamics AX
In this presentation, we will discuss the following top 3 challenges of implementing Dynamics AX for a capital intensive company with various methods of depreciation: 1) Machine/Operating hours for depreciation by using modified consumption depreciation profile; 2) Non-calendar month ends, and: 3) Complexities of data migration.

Speakers
avatar for Vicky Chan

Vicky Chan

AX Functional Consultant, Sierra Systems


Thursday October 16, 2014 10:45am - 12:00pm
Room 104
  • CPE Eligible? N
  • Level All
  • Version All

10:45am

Implementing Product Configurator – Approaches and Lessons Learned
Join AXUG Member A.W. Chesterton as review their approach in implementing Product Configurator.  In this session, we will review in detail the struggles they faced in implementing configurator and the successes achieved. Don't miss the chance to hear real experiences around the Product Configurator.

Speakers

Thursday October 16, 2014 10:45am - 12:00pm
Room 101
  • CPE Eligible? N
  • Level All
  • Version 2012

10:45am

Implementing Dynamics AX in a Foreign Subsidiary: Meissner GmbH Case Study
Join AXUG User Member Meissner GmbH as they review their successful Dynamics AX implementation in Germany. Listen as they outline the project steps, from the beginning through to project post mortem. Implementing Dynamics AX in a global environment presents a different set of challenges. In this session hear how Meissner addressed these challenges.

Speakers

Thursday October 16, 2014 10:45am - 12:00pm
Room 125
  • CPE Eligible? N
  • Level All
  • Version All

10:45am

Green Validation:  Paperless Validation Strategies For Microsoft Dynamics AX
Is paperless validation a reality?  This session will cover the following topics regarding Dynamics AX validation: How you can initiate the validation activities early in an AX project; eliminate paper documentation and slow approval processes; reduce by 50% the time to completion by automating tasks, and maintain your AX systems in a validated state and inspection readiness.


Thursday October 16, 2014 10:45am - 12:00pm
Room 105
  • CPE Eligible? N
  • Level All
  • Version All

10:45am

Real Stories - Improve Your ERP Lifecycle with Lifecycle Services (LCS)
The lifecycle of an ERP project consists of pre-sales, design, implement, deploy, operation, and upgrade. In this session we’ll walk through the different phases of a project and demonstrate how Lifecycle Services can help you improve quality and predictability of your Dynamics AX implementation. Don't miss learning about this new service from Microsoft and hear some real life stories how user companies have benefited from LCS.

Speakers

Thursday October 16, 2014 10:45am - 12:00pm
Room 102
  • CPE Eligible? N
  • Level All
  • Version 2012

10:45am

Driving Manufacturing Excellence - Yes It is Possible
At first glance, improving manufacturing performance and meeting regulatory requirements seem to have little in common.  This presentation will address how you can use the activities you must perform to meet regulatory requirements to drive bottom line improvements in manufacturing performance.

Speakers

Thursday October 16, 2014 10:45am - 12:00pm
Room 124
  • CPE Eligible? N
  • Level All
  • Version All

10:45am

Master Scheduling in Dynamics AX
The master scheduling logic within Dynamics AX provides a key tool for coordinating supply chain activities in manufacturing/distribution firms.  However, many users have struggled with effective use of master scheduling.  The difficulties often stem from the large number of variables that must be considered, and misunderstandings about Dynamics AX functionality.  This session summarizes the major S&OP scenarios for using master scheduling logic.  It provides a detailed walk-through of the key screens and fields related to the master scheduling task, the use of key outputs, and the key information impacting master scheduling logic.  The detailed walk-through will reflect the latest AX 2012 capabilities (including R3), but audience questions about previous AX versions will also be addressed.  The presentation will help increase effective use of master scheduling for newer users as well as more experienced users.

Speakers

Thursday October 16, 2014 10:45am - 12:00pm
Room 123
  • CPE Eligible? N
  • Level All
  • Version All

10:45am

Optimizing Dynamics AX Sales Orders, CRM, and Marketing
Have you wondered if you are utilizing Dynamics AX to the fullest? What are you doing to manage the customer orders through the sales process and how does CRM and marketing fit into that process? This isn't a traditional tips and tricks session. This will be an open discussion with other users, partners, and Microsoft sharing their experiences to OPTIMZE your Dynamics AX installation. Come join us and learn secrets which will allow your company to be more productive in these functional areas. This is a brand new Summit session format where we dive into functional areas and talk about how to get the most out of the application. This highly interactive session will review both Dynamics AX 2012 and Dynamics AX 2009.

Speakers
avatar for Rachel Profitt

Rachel Profitt

Director, Training Services, Junction Solutions
I have been working with AX for about 13 years, and have experience with Financials, Supply Chain, Manufacturing, Retail, Development, and just about everything else in between. My experiences are mostly related to the Retail, Food and Beverage, Consumer Packages Goods, and Life... Read More →


Thursday October 16, 2014 10:45am - 12:00pm
Room 121

10:45am

Optimizing Dynamics AX Inventory and Distribution
Have you wondered if you are utilizing Dynamics AX to the fullest? What are you doing to manage the item master, inventory, distribution, and your warehouse with AX? This isn't a traditional tips and tricks session. This will be an open discussion with other users, partners, and Microsoft sharing their experiences to OPTIMZE your Dynamics AX installation. Come join us and learn secrets which will allow your company to be more productive in these functional areas. This is a brand new Summit session format where we dive into functional areas and talk about how to get the most out of the application. This highly interactive session will review both Dynamics AX 2012 and Dynamics AX 2009.

Speakers
avatar for Brian Cates

Brian Cates

EVP Sales & Operations, Copper State Bolt & Nut Co.
avatar for Don Riggs

Don Riggs

Sr. Solutions Architect, enVista -  Don Riggs is a 25+ year manufacturing consultant with 12+ years of Dynamics AX experience.  Considered to be one of the leading experts on Manufacturing Processes, Manufacturing Cost Accounting, and Integration of Financial Processes for Dynamics... Read More →


Thursday October 16, 2014 10:45am - 12:00pm
Room 103

10:45am

Introduction to DIXF (Data Import Export Framework) Tool
The Data Import/export Framework is an extension that helps you export data and import it into Microsoft Dynamics AX. In this AX user group session, hear how this tool can be a real asset to help with your data migration exercise when moving to Microsoft Dynamics AX 2012. Learn how it can help with not only your data migrations, but also assist in other areas of data management.

Speakers

Thursday October 16, 2014 10:45am - 12:00pm
Room 100
  • CPE Eligible? N
  • Level All
  • Version All

12:00pm

AXUG Regional Chapter Leaders Lunch (by invitation only)
AXUG Regional Chapter Leaders Lunch (by invitation only)

Thursday October 16, 2014 12:00pm - 1:00pm
TBA
  • CPE Eligible? N
  • Level All
  • Version All

12:00pm

Expo at Lunch
Please visit the Expo before lunch on Thursday to learn about the valuable Dynamics AX solutions and services available from our AXUG Summit sponsors and exhibitors.

Thursday October 16, 2014 12:00pm - 1:00pm
Halls 4 and 5

1:00pm

Job Role Networking Lunch
Join fellow Summit attendees are we lunch by job role. Don't miss the chance to share experiences and thoughts with another user in a similar job role to yourself. This lunch networking opportunity is replacing the Role Wisdom Walks and provides a chance to meet other Dynamics AX users in a similar role.

Thursday October 16, 2014 1:00pm - 2:00pm
Hall 3

2:00pm

Understanding Microsoft Dynamics AX 2012 Licensing Considerations
As companies move from previous versions of Dynamics AX to Dynamics AX 2012, or start brand new with Dynamics AX, there are new licensing models to consider. As part of any AX 2012 project, it is important for you to understand their licensing options and the best approach to maximize your investment. In this session, you will learn about the new, easier to understand licensing model for Dynamics AX 2012.


Thursday October 16, 2014 2:00pm - 3:00pm
Room 131
  • CPE Eligible? N
  • Level All
  • Version 2012

2:00pm

Delivering Amazing Customer Experiences
Multiple trends are transforming the role of technology in business - consumerization, the emergence of cloud, social, mobile and Big Data. Nowhere is this more profound than in how businesses interact with their customers. Modern businesses must confront a total inversion of how they connect with customers in order to thrive in our new world. The winning business will be the one that can best match the customer's needs, is best prepared to engage on the customer's terms, and does the best job nurturing their ongoing connection with that customer. In this session, you will learn about 1. the industry trends of how the customer interactions have been changing along with the Microsoft approach and methodology to improve your customer experience. Come prepared to share the challenges you are facing with the customer interactions, and share any best practices and lessons learned.

Speakers

Thursday October 16, 2014 2:00pm - 3:00pm
Room 125

2:00pm

Utilizing BI Techniques and Tools for AX Project Data Management
In this session, learn how to improve data categorization, cleansing, and migration utilizing Business Intelligence (BI) tools. We will review techniques to help ensure a successful data management as a part of your Dynamics AX implementation.

Speakers
JK

Jeremy Kingry

eBECS North America


Thursday October 16, 2014 2:00pm - 3:00pm
Room 127
  • CPE Eligible? N
  • Level All
  • Version All

2:00pm

What the Cloud Means to You and Your Company
There is a lot of discussion around the cloud, but as a Dynamics user, what does it all really mean to your company and its business and IT strategy?  In this session, we will review not only what options for the cloud are currently available for you as a Dynamics customer, but also how your Executives should be figuring the cloud into their overall business strategy.  Don’t let the cloud pass your company by, attend this session to better understand how the cloud can be a key strategic business enabler for your company, if approached correctly. Executives are encouraged to attend this session.

Speakers
HH

Hal Howard

Dynamic Communities


Thursday October 16, 2014 2:00pm - 3:00pm
Room 123
  • CPE Eligible? N
  • Level All
  • Version All

2:00pm

Microsoft Conduit - 5 Clicks to Wow
Tell us how we can delight your users with 5 clicks or less with BI. Inspire us with your experiences and share your wildest dreams with us. Please note this session is limited to 15-20 users and an NDA may be required to participate in this conduit session.

Speakers
avatar for Milinda Vitharana

Milinda Vitharana

Pricipal Program Manager, Microsoft


Thursday October 16, 2014 2:00pm - 3:00pm
Room 91
  • CPE Eligible? N
  • Level All
  • Version 2012

2:00pm

Dissecting Financial Role Centers
Have you been interested in implementing finance role centers in your organization? This How2 session will take a deep dive into the financial role centers in Microsoft Dynamics AX 2012. We will describe each of the role centers available, and the components in each. Learn how to set up these role centers and how users can work more efficiently when finance role centers are part of their user experience.

Speakers
avatar for Rachel Profitt

Rachel Profitt

Director, Training Services, Junction Solutions
I have been working with AX for about 13 years, and have experience with Financials, Supply Chain, Manufacturing, Retail, Development, and just about everything else in between. My experiences are mostly related to the Retail, Food and Beverage, Consumer Packages Goods, and Life... Read More →


Thursday October 16, 2014 2:00pm - 3:00pm
Room 121
  • CPE Eligible? Y
  • Level All
  • Version 2012

2:00pm

How2: Closing the Books in Microsoft Dynamics AX
In this How2 session, learn the steps required to close out the period in Microsoft Dynamics AX. Come prepared to take good notes, as this session will include a checklist of steps to ensure you close your books correctly. We'll also show you the holy grail of the closing process: how to reduce the amount of time it takes to close your books each period.

Speakers
IN

Inga Numadottir

Solution Consultant, AXMentor


Thursday October 16, 2014 2:00pm - 3:00pm
Room 105

2:00pm

Tips and Tricks for Accounts Payable
Do you want to learn how to increase efficiency and productivity by taking advantage of your investment in Accounts Payable? Join us in this session to explore invoicing and payment tips to streamline your processes.

Speakers

Thursday October 16, 2014 2:00pm - 3:00pm
Room 104
  • CPE Eligible? N
  • Level All
  • Version All

2:00pm

A.W. Chesterton User Showcase - An Approach for Implementing Dynamics AX Globally
Join AXUG User Member A.W. Chesterton as they review their Dynamics AX 2012 implementation. They will walk you through their implementation strategy and the challenges they face implementing Corporate standards around the Globe.   Don't miss the chance to hear from fellow users as they share their experiences around implementing AX globally.

Speakers

Thursday October 16, 2014 2:00pm - 3:00pm
Room 120
  • CPE Eligible? N
  • Level All
  • Version All

2:00pm

Challenge the Experts: Microsoft MVP Panel
This is the session to get your answers! Join in on the fun in this fast-moving roundtable where the Microsoft Dynamics AX MVPs 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, regardless of version, function, or technology is out of bounds!

Speakers
avatar for Justin Carter

Justin Carter

Functional/Techincal Architect, Blue Horseshoe Solutions, Inc
avatar for Murray Fife

Murray Fife

Technical Solution Professional, Microsoft
Murray Fife is an Author of over 20 books on Microsoft Dynamics AX including the Bare Bones Configuration Guide series of over 15 books which step the user through the setup of initial Dynamics AX instance, then through the Financial modules and then through the configuration of the... Read More →


Thursday October 16, 2014 2:00pm - 3:00pm
Room 130
  • CPE Eligible? N
  • Level All
  • Version All

2:00pm

Learn to Be a Social Media Rock Star
Do you find yourself envying those around you who are considered social media guru's. Do you want to be amongst those that are the first know all the newest and greatest news in your industry and within Dynamics AX? Take this session and no longer will you be in the dark ages when it comes to social media. There is so much to gain by being on the cutting edge of social media, learning about all the hottest news and opportunities and sharing your own knowledge with the world. Don't be on the outside looking in, join the growing world of technology and jump on the social media band wagon!

Speakers
avatar for Jon Rivers

Jon Rivers

President/Social Media Disruption Expert, Marketing Monarchs
Jon will be joining the conference as part of the Media Team for 2015 and as the President/Social Media Disruption Expert for Marketing Monarchs, a Marketing Boutique company helping ISV’s, Partners and other organizations within the Microsoft ecosystem with Marketing & other ISV/Partner... Read More →


Thursday October 16, 2014 2:00pm - 3:00pm
Room 126
  • CPE Eligible? N
  • Level All
  • Version All

2:00pm

Microsoft CustomerSource – Your Dynamics Life Support System
Microsoft has made great improvements to their user information portal, CustomerSource, over the past year.  Attend this session to learn how CustomerSource can assist in answering your Microsoft Dynamics questions, enhance your Dynamics investment, and make your staff more efficient by providing access to interactive and downloadable training material.  At the close of this session you will know how to navigate CustomerSource, access training resources, search for technical documentation, and download product code.  Every company using Dynamics needs to know this information!

Speakers
AF

Arlin Fisher

Sr. Product Manager, Microsoft


Thursday October 16, 2014 2:00pm - 3:00pm
Room 260
  • CPE Eligible? N
  • Level All
  • Version All

2:00pm

Rochester Gauges User Showcase - Lean in Action
Listen as AXUG member Rochester Gauges’ reviews their journey in transitioning an entire factory to Dynamics AX 2012 Lean manufacturing. After one year later, what have they learned? What might they do differently? This session will include some open discussion around the required preparation before, during, and after turning on Dynamics AX 2012 in a lean environment.

Speakers
TC

Tim Carlock

Vice President of Manufacturing, Rochester Gauges
Proven results driven Leader of Sales and Marketing, Operations, and General Business organizations. Extensive background on bringing Sales, Operations, Engineering, Software, Process and People together to achieve world class results. These results are achieved based on years of... Read More →
avatar for Tim Gutschlag

Tim Gutschlag

Lean Planning and Production Manager, Rochester Gauges
MBA with demonstrated success in driving business and manufacturing efficiency. Responsible for developing and executing the Lean strategy for Manufacturing and Operations including the successful implementation of Microsoft AX 2012 Lean Manufacturing.


Thursday October 16, 2014 2:00pm - 3:00pm
Room 106
  • CPE Eligible? N
  • Level All
  • Version 2012

2:00pm

Unlocking the Power of Services with Dynamics AX
In this session, discover what many companies in the services industry have already found out, that Dynamics AX is designed to meet the business processes needs of your company. This session will dive into the services functionality inside Dynamics AX and explain how many companies are utilizing this functionality across the board to meet business requirements. Services Special Interest Group (SIG) members are encouraged to attend this session.

Speakers

Thursday October 16, 2014 2:00pm - 3:00pm
Room 132
  • CPE Eligible? N
  • Level All
  • Version All

2:00pm

UDI, DSCSA, and Microsoft Dynamics AX - Now That's a Mouthful!
In an ongoing effort to mitigate the risks patients are exposed to when using medical devices and pharmaceutical drugs, the FDA has recently enacted two regulations for companies in these industries. Unique Device Identifier (UDI) regulations require most medical devices distributed in the United States to be documented and tracked. The Drug Supply Chain Security Act (DSCSA) requires pharmaceutical companies to include product transaction information in an electronic or paper record every time ownership of the product or material is transferred. Underestimating the scope and scale of these regulations could put your company at risk. In this session, we will discuss real-world applications of UDI and DSCSA using Microsoft Dynamics AX – while diving into the fits, gaps, and solutions for complying with regulations and mitigating the risk associated with non-compliance.

Speakers

Thursday October 16, 2014 2:00pm - 3:00pm
Room 102
  • CPE Eligible? N
  • Level All
  • Version All

2:00pm

Management Reporter: Consolidate Your Way
Consolidating financial statements is a requirement for nearly every company. In this session, learn how Management Reporter streamlines the consolidation process. We’ll step through examples from a basic consolidation to more complex scenarios regarding external data, varying charts of accounts, currency translation, ownership percentages and eliminations. This is a cross conference session and will be shared by other User Group members.


Thursday October 16, 2014 2:00pm - 3:00pm
Room 226
  • CPE Eligible? N
  • Level All
  • Version All

2:00pm

Steps for Optimizing Your Supply Chain to Provide Better Throughput at Lower Costs
If you are interested in how Warehouse Management Systems (WMS) benefit you explained in the true savings, this is the session for you.  We will discuss the tangible process strategies that result in savings.  Although this is aimed at the Executive management to understand how WMS systems can affect the bottom line, anyone that is interested in improving efficiencies and understanding the related benefits of improved warehouse execution.  This session is not AX specific.  It is aimed at users who want to understand the theory and practice of WMS systems.

Speakers
avatar for Don Riggs

Don Riggs

Sr. Solutions Architect, enVista -  Don Riggs is a 25+ year manufacturing consultant with 12+ years of Dynamics AX experience.  Considered to be one of the leading experts on Manufacturing Processes, Manufacturing Cost Accounting, and Integration of Financial Processes for Dynamics... Read More →


Thursday October 16, 2014 2:00pm - 3:00pm
Room 124
  • CPE Eligible? N
  • Level All
  • Version All

2:00pm

Dynamics AX 2012 Lessons Learned Year 3
This popular Summit session moves into year three, as experiences implementing new features of Dynamics AX 2012 are reviewed.  Don't miss out to hear the latest lessons learned which can be applied back at your own company!

Speakers

Thursday October 16, 2014 2:00pm - 3:00pm
Room 100
  • CPE Eligible? N
  • Level All
  • Version 2012

2:00pm

Microsoft Dynamics AX Health Check - Tools to Use and How to Keep Your AX Environment Healthy!
Your Microsoft Dynamics AX business management solution is a critical to successfully managing your business. Proactively identifying and correcting issues will ensure those issues don’t turn into a problem. Join us as we discuss the common issues identified during a Microsoft Dynamics AX Health Check and the importance of correctly sizing and configuring your system, common issues identified during a Health Check and the Dynamics Performance Analyzer tool. 

Speakers

Thursday October 16, 2014 2:00pm - 3:00pm
Room 103
  • CPE Eligible? N
  • Level All
  • Version All

2:00pm

Software Development Best Practices in Microsoft Dynamics AX
In this session we will cover some recommended practices about how to develop software in general and on the Dynamics AX platform in particular. We will cover object oriented concepts, how to use software patterns, and review some best practices you should follow in your development exercises.

Speakers

Thursday October 16, 2014 2:00pm - 3:00pm
Room 122
  • CPE Eligible? Y
  • Level All
  • Version All

2:00pm

Dynamics AX 2012 Upgrade User Member Panel
Listen in as fellow AXUG user members share their Dynamics AX 2012 upgrade experiences. Whether you are in the middle of an upgrade, thinking about upgrading, or just wondering about Dynamics AX 2012, don't miss this chance to listen and ask questions about Dynamics AX 2012 upgrades directly from users who have gone through it.


Thursday October 16, 2014 2:00pm - 3:00pm
Room 101
  • CPE Eligible? N
  • Level All
  • Version 2012

3:15pm

BI Implementation Options vs. BI Integration Options with Dynamics AX 2009
In any business or organization, access to information can be critical to achieving overall business success. Yet across the organizational spectrum, from the individual worker to executives steering overall strategy, people today often feel engulfed by information—too much of it, stored in too many places, with no efficient process for pulling it together, extracting what’s needed, and making sense of the results. While Microsoft Dynamics AX 2009 provides organizations with an end-to-end business solution, extracting the data within AX can be challenging. There are numerous caveats around both Building and Buying a Business Intelligence solution to compliment your Dynamics AX 2009 investment. Join our session as we examine BI Implementation Options with Dynamics AX 2009.

Speakers

Thursday October 16, 2014 3:15pm - 4:15pm
Room 132
  • CPE Eligible? N
  • Level All
  • Version 2009

3:15pm

Understanding and Maximizing the Use of Allocations in Microsoft Dynamics AX 2009
Many companies do not take advantage of the power that Dynamics AX 2009 provides in the area of allocations. In this session, learn more about the various allocation methods that can be applied in Dynamics AX 2009 and how to best set up, test, and implement these allocation methods.

Speakers

Thursday October 16, 2014 3:15pm - 4:15pm
Room 124
  • CPE Eligible? N
  • Level All
  • Version 2009

3:15pm

Diving into the Microsoft Dynamics AX 2012 Security Model
The security model for Dynamics AX 2012 is brand new. In this session, we'll dive into the details behind this model. Learn how security is defined at a macro and micro level and how security is easier to administer in Dynamics AX 2012.

Speakers
avatar for Michele Foster

Michele Foster

Financial Business Analyst (Not Seeking Employment), Depomed, Inc.
I am currently responsible for all aspects of AX 2012 R2 application, including: Security administration System Configuration Report Development Process Development Training Workflow Business Process Improvement Change Management I am also the point of contact for internal... Read More →


Thursday October 16, 2014 3:15pm - 4:15pm
Room 131
  • CPE Eligible? N
  • Level All
  • Version 2012

3:15pm

Managing Trade Promotions Through Trade Allowance Management in Dynamics AX 2012 R3
In this presentation, we will discuss what type of company could benefit from this new feature in R3 and will demonstrate key elements of the new Trade Allowance Management module. 

Speakers

Thursday October 16, 2014 3:15pm - 4:15pm
Room 127

3:15pm

Overview of Transportation Management in Microsoft Dynamics AX 2012 R3
​Join this session to get an overview of the new functionality for transportation management in Microsoft Dynamics AX 2012 R3. Topics covered include: transportation planning, rating and routing, freight reconciliation, and dock appointment scheduling. Learn why the new TMS functionality in R3 is creating such a buzz in this fast moving session.

Speakers

Thursday October 16, 2014 3:15pm - 4:15pm
Room 130

3:15pm

Microsoft Conduit - Chart of Accounts
Come prepared to discuss what you would like to see in your chart of accounts. Microsoft wants to hear from you as to your struggles, wants and needs, in this important finance area. Please note this session is limited to 15-20 users and an NDA may be required to participate in this conduit session.

Speakers

Thursday October 16, 2014 3:15pm - 4:15pm
Room 91
  • CPE Eligible? N
  • Level All
  • Version 2012

3:15pm

CFO Roundtable
This roundtable will present a unique opportunity to learn from other finance executives as they share their experiences with Dynamics AX. Gain direct insight to how other finance organizations are utilizing Dynamics AX to meet their business needs. The roundtable will include a Q&A session at the end.

Speakers
avatar for Brian Cates

Brian Cates

EVP Sales & Operations, Copper State Bolt & Nut Co.


Thursday October 16, 2014 3:15pm - 4:15pm
Room 122
  • CPE Eligible? N
  • Level All
  • Version All

3:15pm

Thinking about Business Transformation? Make Sure You’re Following the Right Steps
Business transformation is a top priority for many organizations, but how do companies manage through the complex changes that are necessary to do it? Success requires great execution one project at a time. Given the critical nature of this initiative, it’s imperative that leaders make the right choices about where to focus limited resources and execute with precision. When looking at solving your Business Process and Solution issues, are you prioritizing in the right areas?  To make sure you are evaluating the right business drivers and confirm you are ready for Business Transformation, consider the following process and associated tasks that the Enterprise Consulting group goes through in establishing a Business Transformation plan.  In this session we will examine Requirements/Process Definition, Organizational Change and Risk Management, Business Performance Improvements, and Solution Architecture.  By gaining a better understanding of what is involved in business transformation, organizations and their Executives will be better able to respond and adapt to the next development of their industry or business environment. This is a cross conference session and will be shared by other User Group members.

Speakers

Thursday October 16, 2014 3:15pm - 4:15pm
Room 126
  • CPE Eligible? N
  • Level All
  • Version All

3:15pm

Inventory Balancing and Reconciliation Tips and Tricks
Reconciling inventory in Microsoft Dynamics AX can be a time-consuming exercise, but it doesn't have to be! In this roundtable session, listen, learn, and share your experiences on the process and functions. Learn what techniques work and what tips allow you to spend less time on reconciliation and more time on adding business value. This session always digs into the Inventory Value report, so if you aren't using that report yet, attend this session to find out why you should be!

Speakers
avatar for Troy Jones

Troy Jones

Functional Solution Architect / Owner, Hi-Vue Solutions, LLC
As a Business Consultant and Solutions Architect at Hi-Vue Solutions, LLC since 2007, Troy has utilized his manufacturing, distribution, and financial experience to assist with the Business Process Analysis and Design for any Microsoft Dynamics AX (Axapta) implementations. Prior... Read More →


Thursday October 16, 2014 3:15pm - 4:15pm
Room 104

3:15pm

Tips and Tricks for Accounts Receivable
​Do you want to learn how to increase efficiency and productivity by taking advantage of your investment in Accounts Receivable?  Join us in this session to explore invoicing, payment and collection tips to streamline your processes.

Speakers
SP

Shivam Pandey

Senior Program Manager, Microsoft


Thursday October 16, 2014 3:15pm - 4:15pm
Room 125
  • CPE Eligible? N
  • Level All
  • Version All

3:15pm

Diving into the Lifecycle Services (LCS) Business Process Modeler
Uncover the power of business process modeler in LCS and the impact it will have on your Microsoft Dynamics AX implementation. You'll also learn how to use the task recorder to quickly document your business processes, freeing up even more valuable time in your day.

Speakers
JL

Jared Lambert

Program Manager, Microsoft
I’m a program manager working on the Lifecycle Services team. I’m passionate about the AX implementation lifecycle and agile teams. Come talk to me about presales engagements, implementations, and operating AX systems


Thursday October 16, 2014 3:15pm - 4:15pm
Room 102
  • CPE Eligible? N
  • Level All
  • Version 2012

3:15pm

Mastering Coverage Planning 1 - Set Up and Configuration
This will be part 1 of a two part series. In session one the main emphasis will be on the correct setup of Coverage Groups as well as an overview of when Item Coverage should be used. It will also address when and where lead times can and/or should be set up.

Speakers
avatar for Nigel Cox

Nigel Cox

Solution Architect, Envista
Nigel has been using and helping others use ERP solutions in Manufacturing and Distribution companies since 1972, running Materials, Production Control, IT and Engineering at various times. Very familiar with MTO, MTS, And Configure to order, Process, discrete and lean, NIgel has... Read More →
TD

Tad Dockstader

Global IT Manager, Kurt J Lesker Co
Ask me about operating a global multi-company multl-currency single-instance intallation of AX. MRP, Scheduling, X++ development in a variety of modules. We are currently on AX4.0 but actively planning an upgrade to AX2012R3.
avatar for Dan Perko

Dan Perko

Senior Consultant/Principal, New Dawn Solutions, LLC
avatar for Jake Roder

Jake Roder

Sr. Solution Consultant, Dynamic Consulting


Thursday October 16, 2014 3:15pm - 4:15pm
Room 123
  • CPE Eligible? N
  • Level All
  • Version All

3:15pm

Risks, Warning Signs, and Best Practices for Stabilizing Your Microsoft Dynamics AX Project
Enterprise Microsoft Dynamics AX projects face a number of risks and challenges due to the transformational impact they have on companies. And recently we’ve seen an increase in the number of companies who receive limited value from their investment into Microsoft Dynamics AX because the system was not implemented correctly - or hasn't even been implemented at all! Join us for this session as we discuss the major risks associated with Microsoft Dynamics AX enterprise projects, how to identify the warning signs that your project is under stress, and ways you can stabilize, turnaround, and optimize your enterprise platform. 

Speakers

Thursday October 16, 2014 3:15pm - 4:15pm
Room 105
  • CPE Eligible? N
  • Level All
  • Version All

3:15pm

Improve your Financial Reporting and Budgeting Processes with Microsoft Management Reporter and Forecaster
Microsoft has excellent user-friendly and free solutions for Corporate Performance Management (CPM), including Microsoft Management Reporter for reporting and Microsoft Forecaster for budgeting/planning. Come learn about these products and see them in action! Ask the experts questions on how to best implement these tools within your organization. You will walk away with the information you need to improve your financial reporting and budgeting processes!

Speakers
avatar for Derek Krebs

Derek Krebs

Partner and Sr Consultant, MSX Group
Derek has over 25 years of experience in the fields of accounting, finance and business intelligence software. Prior to becoming a partner and senior consultant with the MSX Group in 2009, Derek spent 12 years consulting at FRx Software and Microsoft where he implemented financial... Read More →


Thursday October 16, 2014 3:15pm - 4:15pm
Room 106
  • CPE Eligible? N
  • Level All
  • Version All

3:15pm

Using PowerBI Within Excel For Self-Service Reporting
It’s no secret that everyone uses Excel to create their own personal reports for Dynamics AX, but if you are just using pivot tables and the standard charting capabilities that have been around since the dawn of time, then you are selling yourself short.  With the new PowerBI tools that are available for Excel, you can supercharge your reports and dashboards and get so much more useful information out of Dynamics AX. In this session we will look at all of the PowerBI tools within Excel, including PowerPivot, PowerQuery, and PowerMap and show you how you can get the most out of your self-service reporting, and maybe show you a few more tricks along the way that will make you look like a reporting Superstar.

Speakers
avatar for Murray Fife

Murray Fife

Technical Solution Professional, Microsoft
Murray Fife is an Author of over 20 books on Microsoft Dynamics AX including the Bare Bones Configuration Guide series of over 15 books which step the user through the setup of initial Dynamics AX instance, then through the Financial modules and then through the configuration of the... Read More →


Thursday October 16, 2014 3:15pm - 4:15pm
Room 120
  • CPE Eligible? N
  • Level All
  • Version All

3:15pm

Integrating Dynamics CRM with Dynamics AX - Taking a Closer Look at the Connector for Dynamics
Learn how to use Connector for Microsoft Dynamics to integrate Microsoft Dynamics AX and Microsoft Dynamics CRM 2013.  Installation, configuration, and initial synchronization will be demonstrated in this session.

Speakers
CH

Chris Hetzler

Senior Program Manager, Microsoft


Thursday October 16, 2014 3:15pm - 4:15pm
Room 242
  • CPE Eligible? N
  • Level All
  • Version All

3:15pm

Approaching EDI and Dynamics AX - Understanding Options for Integration and Benefits of Each
In this exciting session, we will examine both the technical aspects and best practices for EDI Integration to Microsoft Dynamics AX.  Multiple options for EDI integration to MS Dynamics AX are possible, but which one is best for your company? This session will answer that question by reviewing the 'pros' and 'cons' of the different options for seamless EDI integration with Dynamics AX.  We will also touch on the challenges that the users face prior to Dynamics AX and EDI integration, along with the benefits that can be achieved by employing Dynamics AX and EDI. Please note this is a educational session, specific EDI products available in the Dynamics AX marketplace will not be discussed as a part of this educational breakout session.

Speakers
avatar for Eric Lambiase

Eric Lambiase

Sr. Dir. Global OEM Channels, DiCentral
Since 1986 Eric Lambiase has been a user, implementer, architect, and sales person of Supply Chain Integration and Automation solutions. He has worked in varied corporate scenarios—everything from startups to large multi-nationals. Eric began his career at Texas Instruments on the... Read More →


Thursday October 16, 2014 3:15pm - 4:15pm
Room 121
  • CPE Eligible? N
  • Level All
  • Version All

3:15pm

Forecasting Methodologies: Yes, You Should be Using Them!
Develop a greater understanding of the forecasting statistical methodologies that you can apply in your industry.  This session will provide a discussion model around both demand and supply forecasts.  In addition there will be material on time windows [fences], weighted averages, seasonality, trending, and error reduction.

Speakers
avatar for Shaun McMikle

Shaun McMikle

Lead Technical Trainer, Junction Solutions


Thursday October 16, 2014 3:15pm - 4:15pm
Room 103
  • CPE Eligible? N
  • Level All
  • Version 2012

3:15pm

Automating Data Clean Up Procedures in Dynamics AX
An essential part of the care and feeding of your Dynamics AX system is managing the size and growth of your data. In this session we will explain how to use the periodic cleanup tasks provided in many of the modules to maintain your data and explore options for extending and automating these tasks to provide an automated maintenance solution.

Speakers
avatar for NigelMurdoch

NigelMurdoch

Technical Solution Architect, Fullscope
Implementing Business Intelligence and Performance Tuning for Dynamics AX and SQL Server.


Thursday October 16, 2014 3:15pm - 4:15pm
Room 100

3:15pm

Let's Learn About Apps for Microsoft Dynamics AX
If you need an app to support your business processes when you are on the move, then please join us.  We will demonstrate how apps are built, how they utilize your current data, and provide freedom and mobility while keeping you informed. We will demo the apps for expense, timesheets, and approvals which provide important information at a glance for Windows 8 and mobile phones.

Speakers
TP

Tom Patton

Principle Program Manager, Microsoft
I've been a Program Manager at Microsoft for 11 years, the last 5 in the Dynamics AX organization where I've worked on TAP programs, Office Integration, and currently on the Service Industries team working on project planning/estimation, resource management, contracts and billing... Read More →


Thursday October 16, 2014 3:15pm - 4:15pm
Room 101
  • CPE Eligible? N
  • Level All
  • Version All

4:45pm

Understanding What is Available in Standard Dynamics AX 2009 AX to Meet Your BI and Reporting Needs
Dynamics AX 2009 has tools and functionality that can be used to extract and package data into Business Intelligence (BI) information. In this session, you will learn how the components of the Microsoft stack and Dynamics AX 2009 work together to provide an infrastructure to meet your BI and reporting requirements.

Speakers
avatar for Brian Cates

Brian Cates

EVP Sales & Operations, Copper State Bolt & Nut Co.


Thursday October 16, 2014 4:45pm - 6:00pm
Room 132
  • CPE Eligible? N
  • Level All
  • Version 2009

4:45pm

Procure to Pay in Dynamics AX 2012 - From a Financial Accounting Perspective
​The procure-to-pay process needs to provide the organization with control and visibility from the purchase to the way to the final invoice is processed. In this session we will explore the options available for controllers and accounting managers to achieve this in Dynamics AX 2012. We will cover financial accounting, from setup through processing into traceability.


Thursday October 16, 2014 4:45pm - 6:00pm
Room 127
  • CPE Eligible? N
  • Level All
  • Version 2012

4:45pm

WOW - 30 Microsoft Dynamics AX 2012 Tips in 60 Minutes
Are you ready to get some quick tips to make your life as a Microsoft Dynamics AX 2012 user easier? In this session, we'll highlight 30+ business user tips and available tools from across the functional areas of the product that you can take back to your company to improve your use of your Microsoft Dynamics AX deployment immediately.

Speakers
avatar for Murray Fife

Murray Fife

Technical Solution Professional, Microsoft
Murray Fife is an Author of over 20 books on Microsoft Dynamics AX including the Bare Bones Configuration Guide series of over 15 books which step the user through the setup of initial Dynamics AX instance, then through the Financial modules and then through the configuration of the... Read More →


Thursday October 16, 2014 4:45pm - 6:00pm
Room 131
  • CPE Eligible? N
  • Level All
  • Version 2012

4:45pm

Tips and Tricks for Transportation Management in Microsoft Dynamics AX 2012 R3
This session will cover a detailed setup of the Transportation Management module in R3 and how to get the most out of it's features. We will cover topics such as the setup of carriers, the charges associated with transportation, setting up of route networks, and setting up of constraints that can be used during the rating and routing process. This session will also review freight reconciliation - how to set up this feature for automatic freight invoice reconciliation.

Speakers

Thursday October 16, 2014 4:45pm - 6:00pm
Room 130

4:45pm

How to be Agile with your Business Intelligence Needs
In the "Age of the Customer" agility equates directly to a company succeeding or failing. In this session, AX MVP Brandon George will lead you through ways to approach your intelligence and data projects that allow you to truly be Dynamic in your approach and the delivery of ultimately timely deliverables.

Speakers

Thursday October 16, 2014 4:45pm - 6:00pm
Room 102
  • CPE Eligible? N
  • Level All
  • Version All

4:45pm

Microsoft Conduit - Consolidations and Currency
Come prepared to discuss what you would like to see in consolidations and currency inside Dynamics AX finance. Microsoft wants to hear from you as to your struggles, wants and needs, in this important finance area. Please note this session is limited to 15-20 users and an NDA may be required to participate in this conduit session.

Speakers

Thursday October 16, 2014 4:45pm - 6:00pm
Room 91
  • CPE Eligible? N
  • Level All
  • Version 2012

4:45pm

Microsoft Conduit - Lifecycle Services - Repeatable Implementations
Come prepared to discuss and review current and future functionality with the Lifecycle Services and repeatable implementations. Microsoft wants to hear from you in this important LCS area. Please note this session is limited to 15-20 users and an NDA may be required to participate in this conduit session.

Speakers
JL

Jared Lambert

Program Manager, Microsoft
I’m a program manager working on the Lifecycle Services team. I’m passionate about the AX implementation lifecycle and agile teams. Come talk to me about presales engagements, implementations, and operating AX systems


Thursday October 16, 2014 4:45pm - 6:00pm
Room 120
  • CPE Eligible? N
  • Level All
  • Version 2012

4:45pm

Thinking about Business Transformation? Make Sure You’re Following the Right Steps
Business transformation is a top priority for many organizations, but how do companies manage through the complex changes that are necessary to do it? Success requires great execution one project at a time. Given the critical nature of this initiative, it’s imperative that leaders make the right choices about where to focus limited resources and execute with precision. When looking at solving your Business Process and Solution issues, are you prioritizing in the right areas?  To make sure you are evaluating the right business drivers and confirm you are ready for Business Transformation, consider the following process and associated tasks that the Enterprise Consulting group goes through in establishing a Business Transformation plan.  In this session we will examine Requirements/Process Definition, Organizational Change and Risk Management, Business Performance Improvements, and Solution Architecture.  By gaining a better understanding of what is involved in business transformation, organizations and their Executives will be better able to respond and adapt to the next development of their industry or business environment. This is a cross conference session and will be shared by other User Group members.

Speakers

Thursday October 16, 2014 4:45pm - 6:00pm
Room 122
  • CPE Eligible? N
  • Level All
  • Version All

4:45pm

Optimizing Dynamics AX AR/AP and Customer and Vendor Management
Have you wondered if you are utilizing Dynamics AX to the fullest? What are you doing to manage the customer and vendor master, and how about AR and AP? This isn't a traditional tips and tricks session. This will be an open discussion with other users, partners, and Microsoft sharing their experiences to OPTIMZE your Dynamics AX installation. Come join us and learn secrets which will allow your company to be more productive in these functional areas. This is a brand new Summit session format where we dive into functional areas and talk about how to get the most out of the application. This highly interactive session will review both Dynamics AX 2012 and Dynamics AX 2009.

Speakers
avatar for Troy Jones

Troy Jones

Functional Solution Architect / Owner, Hi-Vue Solutions, LLC
As a Business Consultant and Solutions Architect at Hi-Vue Solutions, LLC since 2007, Troy has utilized his manufacturing, distribution, and financial experience to assist with the Business Process Analysis and Design for any Microsoft Dynamics AX (Axapta) implementations. Prior... Read More →


Thursday October 16, 2014 4:45pm - 6:00pm
Room 104

4:45pm

What do Elvis Presley, Internet Cat Pictures, and AXUG Chapters have in Common?
Nothing, but did we get your attention? Great. If you find a commonality, feel free to share it with us at the session, which will be all about AXUG Chapters: the ins and outs, why you should attend a local meeting, how to launch a chapter, and how to join a volunteer  leadership team. We’ll share why hundreds of AXUG members get value out of attending these meetings every quarter. If you’ve ever had a question about AXUG Chapters, now is the time to be adventurous and join us at this session to find an answer. This session will be educational for all member types – partners or users, newbies or long-time AXUG members. Remember, everyone benefits from AXUG Chapters (and adorable cat memes).

Speakers
avatar for Whitney Derks

Whitney Derks

Event Marketing Manager, Dynamic Communities Inc.
Have you heard the buzz about the Chapter Program? There's certainly a growing excitement around chapters in the AXUG, CRMUG, GPUG, and NAVUG communities. I'm fortunate enough to focus a lot on leadership development, which means I get to work with new and existing chapter leaders... Read More →


Thursday October 16, 2014 4:45pm - 6:00pm
Ferrara Theatre
  • CPE Eligible? N
  • Level All
  • Version All

4:45pm

Managing Dynamics AX Financials in a Global Installation
Companies running Dynamics AX in a global environment have different requirements to meet in the finance arena. In this session, listen as fellow AX finance users share the approaches and techniques they utilize to meet requirements in the areas of multi-currency, cross-country consolidations, and foreign tax calculations. Come prepared to share your experiences around finance operations for global operations.

Speakers

Thursday October 16, 2014 4:45pm - 6:00pm
Room 125
  • CPE Eligible? N
  • Level All
  • Version All

4:45pm

Microsoft Dynamics AX and the Sunshine Act: Fits, Gaps, and Real-World Applications
The Physician Payment Sunshine Act requires all medical drug, device, and supply companies to report how much they spend with individual healthcare practitioners. This has caused an immense amount of activity for these Life Sciences companies because aggregating healthcare practitioner spend data is growing rapidly in terms of complexity and global adoption. In this session, we will discuss real-world applications of the Sunshine Act using Microsoft Dynamics AX – while diving into the fits, gaps, and solutions for complying with regulations and mitigating the risk associated with these investments. 

Speakers

Thursday October 16, 2014 4:45pm - 6:00pm
Room 105
  • CPE Eligible? N
  • Level All
  • Version All

4:45pm

Mastering Coverage Planning 2 - Implementing Coverage Planning for Different Business Scenarios
This will be part 2 of the series. In this session 4 business scenarios will be addressed: Manufacturing, Distribution, Expiry Date controlled materials, Intercompany/Multi-Site. Recommendations and implications of differing setup options will be covered in greater detail.

Speakers
avatar for Nigel Cox

Nigel Cox

Solution Architect, Envista
Nigel has been using and helping others use ERP solutions in Manufacturing and Distribution companies since 1972, running Materials, Production Control, IT and Engineering at various times. Very familiar with MTO, MTS, And Configure to order, Process, discrete and lean, NIgel has... Read More →
TD

Tad Dockstader

Global IT Manager, Kurt J Lesker Co
Ask me about operating a global multi-company multl-currency single-instance intallation of AX. MRP, Scheduling, X++ development in a variety of modules. We are currently on AX4.0 but actively planning an upgrade to AX2012R3.
avatar for Dan Perko

Dan Perko

Senior Consultant/Principal, New Dawn Solutions, LLC
avatar for Jake Roder

Jake Roder

Sr. Solution Consultant, Dynamic Consulting


Thursday October 16, 2014 4:45pm - 6:00pm
Room 123
  • CPE Eligible? N
  • Level All
  • Version All

4:45pm

50 Management Reporter (MR) Tips in 50 minutes
​Want tips for Management Reporter (MR)? 50 tips in 50 minutes - it's going to be a fast-paced session! We'll cover report design, shortcuts, and report distribution tips to help you get more out of your solution.

Speakers

Thursday October 16, 2014 4:45pm - 6:00pm
Room 222

4:45pm

Ready Next Year's Budget Easily, Before You Start Your New Year!
Microsoft Forecaster can help you finish your budget even before you start your new year. Easy collaboration; easier consolidation; easiest budget season ever. Forecaster can be used for budget input from all of your budget managers without having to email out Excel files and wait for their return. As soon as your managers click save on their input screen, their budget balances are in your consolidated budget and all related reports in Forecaster. There are built-in templates for budgeting payroll and new assets and revenue details. Plus, workflow instantly lets you check everyone’s status and see who has submitted their budget, whose budgets have been completed entirely, and especially those who have not even started yet. Get a handle on your budget process with Microsoft Forecaster!

Speakers
avatar for Noah Moseley

Noah Moseley

Managing Partner, MSX Group
Noah specializes in consulting services for Management Reporter, Forecaster and FRx for Microsoft Dynamics ERP. With over 15 years of experience implementing these products, clients and partners have an expert resource to assist them with report creation, budget setup and training... Read More →


Thursday October 16, 2014 4:45pm - 6:00pm
Room 106
  • CPE Eligible? N
  • Level All
  • Version All

4:45pm

Dissecting Sales and Purchasing Role Centers
Have you been interested in implementing role centers in your organization? This session will take a deep dive into the sales and purchasing related role centers and their features. Learn how to set up these role centers and hear how users in the company who have sales and purchasing responsibilities can benefit from all the work flow and data these role centers provide.

Speakers
avatar for Rachel Profitt

Rachel Profitt

Director, Training Services, Junction Solutions
I have been working with AX for about 13 years, and have experience with Financials, Supply Chain, Manufacturing, Retail, Development, and just about everything else in between. My experiences are mostly related to the Retail, Food and Beverage, Consumer Packages Goods, and Life... Read More →


Thursday October 16, 2014 4:45pm - 6:00pm
Room 126
  • CPE Eligible? Y
  • Level All
  • Version 2012

4:45pm

Ask the Experts - Security
In this exciting panel discussion with Dynamics AX security gurus, come prepared with solid questions to challenge the AXUG panel of Security user and partner experts. Take this opportunity to listen, learn, and share your experiences around managing security in Microsoft Dynamics AX. This session is geared towards anyone who has a role in maintaining or developing security rules in a Dynamics AX production environment. All versions of Dynamics AX are game for challenging questions!

Speakers
avatar for Michele Foster

Michele Foster

Financial Business Analyst (Not Seeking Employment), Depomed, Inc.
I am currently responsible for all aspects of AX 2012 R2 application, including: Security administration System Configuration Report Development Process Development Training Workflow Business Process Improvement Change Management I am also the point of contact for internal... Read More →


Thursday October 16, 2014 4:45pm - 6:00pm
Room 103
  • CPE Eligible? N
  • Level All
  • Version All

4:45pm

The Ins and Outs of Label Integration and Barcode Applications from Dynamics AX
Is your industry changing? Are you getting pressure to comply with new label standards? Attend this session to learn all about labels so you can stay ahead of the curve: from shipping and product labels to compliance label best practices. We’ll also dive into barcodes, understanding the different types and their applications: GS1, GHS, SSCC, 2D; License Plates.

Speakers

Thursday October 16, 2014 4:45pm - 6:00pm
Room 121
  • CPE Eligible? N
  • Level All
  • Version All

4:45pm

WMS - Understanding Warehouse Management Systems First
If you are unfamiliar or want to know more about the processes and reasons for WMS operations, this is the session for you.  With the release of Advanced Warehouse in Dynamics AX 2012 R3, we have an exciting new capability to improve our warehouse execution.  Learn what these new processes are and how they benefit your company.  This session is not AX specific, it is designed to indoctrinate the user in WMS theory and concepts. 

Speakers
avatar for Don Riggs

Don Riggs

Sr. Solutions Architect, enVista -  Don Riggs is a 25+ year manufacturing consultant with 12+ years of Dynamics AX experience.  Considered to be one of the leading experts on Manufacturing Processes, Manufacturing Cost Accounting, and Integration of Financial Processes for Dynamics... Read More →


Thursday October 16, 2014 4:45pm - 6:00pm
Room 124
  • CPE Eligible? N
  • Level All
  • Version All

4:45pm

Dynamics AX 2012 Code Management and Promotion
Code management and promotion in a Tier 1 solution like Dynamics AX 2012 can be a complex task. Sometimes old habits are brought into a new platform without consideration of impact. It is important to review best practices for development and promotion. Understand the use of the AX development instances of Develop, Test, QA and Production. Learn the advantages of version control software tools, model store promotion, and the option of developing in the Cloud.

Speakers
avatar for Joris de Gruyter

Joris de Gruyter

MVP, Technical Services Manager, Sikich


Thursday October 16, 2014 4:45pm - 6:00pm
Room 100
  • CPE Eligible? N
  • Level All
  • Version 2012

4:45pm

Taking the Road Less Traveled - Working Effectively with Test Scripts and Test Plans
Review what has been successful for creating test scripts and developing a test plan that can be executed. Learn how to get off the expected process and try to break the system in a test environment before you find the issue in production.

Speakers
avatar for Steve Walsh

Steve Walsh

Manager - Application Support & Management, mcaConnect, LLC
Talk to me about our support services with AX and CRM. We have the best full-time support staff based in the USA. We'll host your solution or even manager your on-premise solution.


Thursday October 16, 2014 4:45pm - 6:00pm
Room 101
  • CPE Eligible? N
  • Level All
  • Version All
 
Friday, October 17
 

7:00am

Breakfast
Friday October 17, 2014 7:00am - 8:00am
Hall 3

8:00am

Microsoft Town Hall and Closing General Session
Don't dare miss our closing general session and always-popular Microsoft Town Hall - it's your chance to hear directly from the executives and the product team on the latest Dynamics AX updates, future direction, and answers to your challenging questions taken live from the audience!  Submit your questions for the panel at townhall@AXUG.com

Speakers
PR

Pepijn Richter

Director Product Marketing, Microsoft


Friday October 17, 2014 8:00am - 9:15am
Ferrara Theatre
  • CPE Eligible? N
  • Level All
  • Version All

9:30am

Atlas 6.0: All-in-One Upload and Reporting Software
Come and see Atlas 6.0, a, self-service, end-user reporting and upload software that allows you to consume your business information in a variety of software platforms; Microsoft Office, Mobile apps and within a visualization desktop application. You will see how to mix and match information from many data sources; Microsoft Dynamics AX, Microsoft Dynamics CRM, SQL Databases and SSAS OLAP cubes. We will show you how to build reports, publish it for use with mobile or use it on a visualization canvas in the desktop application. You will see why Atlas is a key software used during every stage of the system’s lifecycle.

Speakers
JC

Jason Carter

Regional Channel Manager - Americas, Globe Software


Friday October 17, 2014 9:30am - 10:30am
Room 100
  • CPE Eligible? N
  • Level All
  • Version All

9:30am

Best in Class Product Lifecycle Management: A Unified System Approach for Fashion Industry
As PLM strategies are evolving, fashion, retail and product companies are increasingly viewing PLM as strategic initiative that can provide robust foundation for staying competitive in the current business environment. Forward looking companies are embracing PLM solutions to centralize product information, drive global collaboration and to stream line the concept-to-cash cycle. During this session, presenters will describe why product life cycle management is important for modern day retailers and how Dynamics AX 2012 with complementary solutions can be leveraged for implementing a comprehensive product life cycle management initiative.

Speakers

Friday October 17, 2014 9:30am - 10:30am
Room 122
  • CPE Eligible? N
  • Level All
  • Version All

9:30am

Beyond BI: Crafting a story of value from your Dynamics Data
Make sure to attend our partner showcase presentation as Microsoft MVP & Director of Business Intelligence Brandon George showcases several real world examples and use cases of how your data can be a true asset. Brandon will go into detail for Dynamics customers, in how a real story of value can easily be crafted, taking you beyond traditional business intelligence concepts that most other vendors are restricted to.

Speakers

Friday October 17, 2014 9:30am - 10:30am
Room 102
  • CPE Eligible? N
  • Level All
  • Version All

9:30am

BI360 - Excel and Web reporting, budgeting and dashboards for Dynamics AX
Build all your AX reports in BI360, the leading Excel report writer for Dynamics AX. Includes, automatic conversion of your current FRx reports. Not just powerful Excel reporting, but also report via the web and mobile devices. See how BI360 completely automates your budgeting and forecasting processes. Super easy to build, real time dashboards across your Dynamics AX database.

Speakers
NR

Nils Rasmussen

CEO, Solver
Looking forward to discuss how BI360 can help you improve your financial reporting and budgeting processes. Also looking forward to meet with Dynamics resellers that want to build a BI practice with BI360.


Friday October 17, 2014 9:30am - 10:30am
Room 104
  • CPE Eligible? N
  • Level All
  • Version All

9:30am

Close the Gap Between Standard Dynamcis AX Functionality and Your Specific Manufacturing Demands
AXtension will present this session detailing how to make the production process more flexible, shorten time-to-market, cut costs and allow manufacturers to fulfill customer demand efficiently. All of this by using standard Microsoft Dynamics AX enhanced with the AXtension® AXcelerator® for Manufacturing and an Engineering change solution. Learn how real-time insight, efficient document management, visual production planning and streamlined engineering change processes, all add significant value to your manufacturing processes. Topics to be covered include: New product development project with full manufacturing integration; Enhanced document management functionality; From master, rough to detailed manufacturing scheduling; Optimized capacity planning, and Product improvement with full support of engineering change management processes. This session is of interest to any Microsoft Dynamics AX user, either on AX2012 (R2 and R3) or 2009, who wants to learn how to improve manufacturing practices.

Speakers

Friday October 17, 2014 9:30am - 10:30am
Room 106
  • CPE Eligible? N
  • Level All
  • Version All

9:30am

Dynamics AX2012R3 TMS Kewill Flagship Shipping Carrier Integration
NMB Solutions specialists will present the new Dynamics AX2012R3 TMS Kewill Flagship Shipping Carrier Integration Framework. Use the Dynamics AX 2012R3 TMS module to manage parcel and LTL carrier services such as UPS, DHL and Fed Ex. Using Kewill Flagship’s black box environment you work within Dynamics AX 2012R3 TMS

Speakers
avatar for Reginald Howatson

Reginald Howatson

Dynamics AX TMS ProShip, NMB Solutions
Microsoft Dynamics AX2012 R3 TMS + ProShip Multi-Carrier Parcel LTL Interface to UPS, FedEx and more
avatar for William Vail

William Vail

Manager Shipping Solution, NMB Solutions Canada Inc.


Friday October 17, 2014 9:30am - 10:30am
Room 124
  • CPE Eligible? N
  • Level All
  • Version All

9:30am

Electronic Banking Automation – What you always wanted to know but…?!
Come and spend an hour with our experts at Sandler*Kahne Software and others in the Dynamics AX community as they de-mystify this complicated but critical function of your ERP system.  The topics will be wide-ranging – so bring ALL your questions and pain points – novices and experts will find value.  We’ll dive into the need to automate the eBanking function which can become critical as companies expand their global footprint.  How about the mountain of eBanking terms that baffle and confuse you? (e.g. BAI2, NACHA, ACK/NACK, SEPA, Immediate Destination, EDI8what?, etc.) – we’ll put those questions to rest.  See you there!

Speakers
avatar for Rick Sandler

Rick Sandler

Partner/Co-founder, SK Global Software
We connect AX customers with their banks for all incoming and outgoing transactions. Embedded in AX, customers won't realize the software isn't out-of-the-box. We also have Credit Card Processing and AP Automation. SKG has been Presidents' Club 12 years running, and now 2 years as... Read More →


Friday October 17, 2014 9:30am - 10:30am
Room 103
  • CPE Eligible? N
  • Level All
  • Version All

9:30am

Exploring Dynamics AX Connectivity with Mobile Devices (Apple, Droid or Windows)
Learn how you can support your AX user community that is demanding connectivity to their Apple, Droid or Window mobile devices.  We will focus on remote sales order entry & inquiry, executive dashboards/KPI’s, and interaction with customers and suppliers.  Our web based solution provides fast and secure connectivity to multiple devices and diverse systems.  You can quickly design and deploy new business functionality to satisfy your users’ requests while still controlling the security of all of your systems.


Friday October 17, 2014 9:30am - 10:30am
Room 120
  • CPE Eligible? N
  • Level All
  • Version All

9:30am

Pain in the Sales Tax Nexus?  There is Relief in Registration.
A discussion of multistate sales and use tax nexus issues including click-through nexus, Marketplace Fairness Act, Streamlined Sales Tax, voluntary disclosure agreements, affiliate nexus and other issues involving sales tax nexus.  In addition, the session will cover the registration process in general, with some specific examples of some more complex states.

Speakers
avatar for Cory Barwick

Cory Barwick

Technical Product Manager, Wolters Kluwer
I specialize in sales and use tax for companies of all sizes. Prior to moving the private sector, I was in public accounting for several years where I worked primarily in helping solve sales and use tax compliance / returns challenges. I have experience with all Wolters Kluwer sales... Read More →
avatar for Jeff Greene

Jeff Greene

Professional Services Consultant, CCH
Voluntary disclosures for sales tax.


Friday October 17, 2014 9:30am - 10:30am
Room 121
  • CPE Eligible? N
  • Level All
  • Version All

9:30am

Six Steps to Optimize Dynamics AX Performance
Is your AX system slowing you down? ERP systems are implemented to help employees work together efficiently, while driving toward common goals like customer satisfaction and profitability. However, a poorly performing system leads to frustrating bottlenecks in productivity and is often addressed by quick but expensive hardware upgrades. If your Microsoft Dynamics AX system is not running at optimum performance levels, it is costing your company time and, therefore, money – and this is the session for you. Join us as we explore six specific steps you can take to maintain your Dynamics AX system for peak performance.

Speakers
avatar for NigelMurdoch

NigelMurdoch

Technical Solution Architect, Fullscope
Implementing Business Intelligence and Performance Tuning for Dynamics AX and SQL Server.
avatar for Gina Pabalan

Gina Pabalan

Director, Customer Support & Optimization Services, Edgewater Fullscope
Gina brings over 20 years experience working with clients to implement enterprise applications and business intelligence (“BI”). Gina has her Masters of Business Administration and is a former CPA. While working for PricewaterhouseCoopers (“PwC”) Consulting and IBM Global... Read More →


Friday October 17, 2014 9:30am - 10:30am
Room 101
  • CPE Eligible? N
  • Level All
  • Version All

9:30am

Slice Your Invoice Processing Costs in Half with AP Automation
How will you improve the bottom line this year?  ROI is key! The ROI of AP Automation is easily quantifiable and quickly measured.  You do not want to miss this session with Bottomline Technologies, the leading provider of AP automation solutions. You’ll learn how you can cut your invoice processing costs by half.  Hear from the experts, industry best practices that: Increase Productivity, Boost Yield Cash, Reduce Fraud, Achieve Compliance, Improve Accountability and Reporting.

Speakers
DL

David Leonard

VP of Sales, DPA, Bottomline Technologies


Friday October 17, 2014 9:30am - 10:30am
Room 105
  • CPE Eligible? N
  • Level All
  • Version All

9:30am

Straight Talk - Business Intelligence and Dynamics AX 2012 – Clearing the Fog
Yes, there are great out of the box BI options available in Dynamics AX 2012, and yes there are limitations.  For companies wanting true BI capabilities, you need to understand these limitations to avoid costly mistakes. We have been implementing BI with Dynamics AX since Axapta 3.0, and this session will be a frank discussion regarding ‘best fit’ options when deploying BI in Dynamics AX 2012. We will review all native Dynamics AX BI capabilities including Pro’s and Con’s; demo our unique approach developed from 10 years of lessons learned; and discuss what comes next – Evolving BI capabilities for competitive advantage.

Speakers

Friday October 17, 2014 9:30am - 10:30am
Room 125
  • CPE Eligible? N
  • Level All
  • Version 2012

9:30am

The Benefits of Selling Online with an Integrated Web Store
Reduce the cost of your online selling operations and improve the customer experience by having real-time data from Microsoft Dynamics AX reflected on a storefront, allowing customers to view the latest product information, place and track orders and check an account status all from a secure eCommerce website. Whether it is B2B, B2C, or a centralized sales order environment, k-eCommerce helps businesses grow through technology. A web store connected to your ERP will deliver efficient order processing and streamline the checkout process, offer a friendlier, easy-to-use shopping experience, reduce duplicate maintenance while improving accuracy, increase visibility and sales, which drives more revenue, and save money while using fewer IT resources

Speakers
avatar for Giuseppe Ianni

Giuseppe Ianni

VP of Sales and Marketing, k-eCommerce
I possess 8+ years of sales management and consulting expertise in business application software covering Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM). At k-eCommerce, I am responsible for the successful management of the needs of the company's customers... Read More →


Friday October 17, 2014 9:30am - 10:30am
Room 123
  • CPE Eligible? N
  • Level All
  • Version All

10:15am

Expo
Visit the Expo one last time to learn about the valuable Dynamics AX solutions and services available from our AXUG Summit sponsors and exhibitors.

Friday October 17, 2014 10:15am - 12:15pm
Halls 4 and 5

1:00pm

Wisdom While You Walk - Agricultural Industry
Wisdom Walks are an exploratory learning activity that will match you with a small group of other AXUG Summit attendees in the agricultural industry to discuss common questions, challenges, and solutions. Move around, stretch your legs, and enjoy this opportunity for a refreshing walk after lunch with some quality networking time. The entire session will then reconvene as each small group shares outcomes from their discussions.

Friday October 17, 2014 1:00pm - 2:00pm
Room 106
  • CPE Eligible? N
  • Level All
  • Version All

1:00pm

Wisdom While You Walk - Discrete Manufacturing Industry
Wisdom Walks are an exploratory learning activity that will match you with a small group of other AXUG Summit attendees in the discrete manufacturing industry to discuss common questions, challenges, and solutions. Move around, stretch your legs, and enjoy this opportunity for a refreshing walk after lunch with some quality networking time. The entire session will then reconvene as each small group shares outcomes from their discussions.

Friday October 17, 2014 1:00pm - 2:00pm
Room 125
  • CPE Eligible? N
  • Level All
  • Version All

1:00pm

Wisdom While You Walk - Distribution Industry
Wisdom Walks are an exploratory learning activity that will match you with a small group of other AXUG Summit attendees in the distribution industry to discuss common questions, challenges, and solutions. Move around, stretch your legs, and enjoy this opportunity for a refreshing walk after lunch with some quality networking time. The entire session will then reconvene as each small group shares outcomes from their discussions.

Friday October 17, 2014 1:00pm - 2:00pm
Room 123
  • CPE Eligible? N
  • Level All
  • Version All

1:00pm

Wisdom While You Walk - Financial Services Industry
Wisdom Walks are an exploratory learning activity that will match you with a small group of other AXUG Summit attendees in the financial services industry to discuss common questions, challenges, and solutions. Move around, stretch your legs, and enjoy this opportunity for a refreshing walk after lunch with some quality networking time. The entire session will then reconvene as each small group shares outcomes from their discussions.

Friday October 17, 2014 1:00pm - 2:00pm
Room 124
  • CPE Eligible? N
  • Level All
  • Version All

1:00pm

Wisdom While You Walk - Food and Beverage Industry
Wisdom Walks are an exploratory learning activity that will match you with a small group of other AXUG Summit attendees in the food and beverage industries to discuss common questions, challenges, and solutions. Move around, stretch your legs, and enjoy this opportunity for a refreshing walk after lunch with some quality networking time. The entire session will then reconvene as each small group shares outcomes from their discussions.

Friday October 17, 2014 1:00pm - 2:00pm
Room 102
  • CPE Eligible? N
  • Level All
  • Version All

1:00pm

Wisdom While You Walk - High Tech
Wisdom Walks are an exploratory learning activity that will match you with a small group of other AXUG Summit attendees in the high-tech industry to discuss common questions, challenges, and solutions. Move around, stretch your legs, and enjoy this opportunity for a refreshing walk after lunch with some quality networking time. The entire session will then reconvene as each small group shares outcomes from their discussions.

Friday October 17, 2014 1:00pm - 2:00pm
Room 103
  • CPE Eligible? N
  • Level All
  • Version All

1:00pm

Wisdom While You Walk - Life Sciences
Wisdom Walks are an exploratory learning activity that will match you with a small group of other AXUG Summit attendees in the life sciences industry to discuss common questions, challenges, and solutions. Move around, stretch your legs, and enjoy this opportunity for a refreshing walk after lunch with some quality networking time. The entire session will then reconvene as each small group shares outcomes from their discussions.

Friday October 17, 2014 1:00pm - 2:00pm
Room 127
  • CPE Eligible? N
  • Level All
  • Version All

1:00pm

Wisdom While You Walk - Manufacturing Industry
Wisdom Walks are an exploratory learning activity that will match you with a small group of other AXUG Summit attendees in the manufacturing industry to discuss common questions, challenges, and solutions. Move around, stretch your legs, and enjoy this opportunity for a refreshing walk after lunch with some quality networking time. The entire session will then reconvene as each small group shares outcomes from their discussions.

Friday October 17, 2014 1:00pm - 2:00pm
Room 121
  • CPE Eligible? N
  • Level All
  • Version All

1:00pm

Wisdom While You Walk - Oil, Gas, and Coal Industry
Wisdom Walks are an exploratory learning activity that will match you with a small group of other AXUG Summit attendees in the oil, gas, and coal industries to discuss common questions, challenges, and solutions. Move around, stretch your legs, and enjoy this opportunity for a refreshing walk after lunch with some quality networking time. The entire session will then reconvene as each small group shares outcomes from their discussions.

Friday October 17, 2014 1:00pm - 2:00pm
Room 105
  • CPE Eligible? N
  • Level All
  • Version All

1:00pm

Wisdom While You Walk - Process Manufacturing Industry
Wisdom Walks are an exploratory learning activity that will match you with a small group of other AXUG Summit attendees in the process manufacturing industry to discuss common questions, challenges, and solutions. Move around, stretch your legs, and enjoy this opportunity for a refreshing walk after lunch with some quality networking time. The entire session will then reconvene as each small group shares outcomes from their discussions.

Friday October 17, 2014 1:00pm - 2:00pm
Room 126
  • CPE Eligible? N
  • Level All
  • Version All

1:00pm

Wisdom While You Walk - Professional Services (Users) Industry
Wisdom Walks are an exploratory learning activity that will match you with a small group of other AXUG Summit attendees in the professional services industry to discuss common questions, challenges, and solutions. Move around, stretch your legs, and enjoy this opportunity for a refreshing walk after lunch with some quality networking time. The entire session will then reconvene as each small group shares outcomes from their discussions. This session is for users, there is a separate PS session for partners.

Friday October 17, 2014 1:00pm - 2:00pm
Room 104
  • CPE Eligible? N
  • Level All
  • Version All

1:00pm

Wisdom While You Walk - Public Sector Industry
Wisdom Walks are an exploratory learning activity that will match you with a small group of other AXUG Summit attendees in the public sector industry to discuss common questions, challenges, and solutions. Move around, stretch your legs, and enjoy this opportunity for a refreshing walk after lunch with some quality networking time. The entire session will then reconvene as each small group shares outcomes from their discussions.

Friday October 17, 2014 1:00pm - 2:00pm
Room 120
  • CPE Eligible? N
  • Level All
  • Version All

1:00pm

Wisdom While You Walk - Retail Industry
Wisdom Walks are an exploratory learning activity that will match you with a small group of other AXUG Summit attendees in the retail industry to discuss common questions, challenges, and solutions. Move around, stretch your legs, and enjoy this opportunity for a refreshing walk after lunch with some quality networking time. The entire session will then reconvene as each small group shares outcomes from their discussions.

Friday October 17, 2014 1:00pm - 2:00pm
Room 100
  • CPE Eligible? N
  • Level All
  • Version All

1:00pm

Wisdom While You Walk - Textile and Apparel Industry
Wisdom Walks are an exploratory learning activity that will match you with a small group of other AXUG Summit attendees in the textile and apparel industries to discuss common questions, challenges, and solutions. Move around, stretch your legs, and enjoy this opportunity for a refreshing walk after lunch with some quality networking time. The entire session will then reconvene as each small group shares outcomes from their discussions.

Friday October 17, 2014 1:00pm - 2:00pm
Room 101
  • CPE Eligible? N
  • Level All
  • Version All

2:15pm

Understanding Lean Manufacturing with Dynamics AX 2009
In this session, see Lean Manufacturing in Dynamics AX 2009 in action. This session will review the lean functionality included in the standard Dynamics AX 2009 and how it can support your lean initiatives. See demonstrations showing a few of the major building blocks of Lean Manufacturing for Microsoft Dynamics AX 2009.


Friday October 17, 2014 2:15pm - 3:15pm
Room 132
  • CPE Eligible? N
  • Level All
  • Version 2009

2:15pm

Dynamics AX 2012 Intercompany DRP Capabilities
Learn how a manufacturing organization can use Dynamics AX 2012 to manage intercompany planning, supply, and distribution up the supply chain. This session will discuss the general requirements and the implementation challenges with respect to this meet these important requirements.

Speakers

Friday October 17, 2014 2:15pm - 3:15pm
Room 127
  • CPE Eligible? N
  • Level All
  • Version 2012

2:15pm

“What is this Mysterious Return?” A Look at Returns in Dynamics AX 2012
This session will provide an opportunity to discuss the Returns process and ask questions on how to improve and streamline the process from the call center to the warehouse. As well discuss way you have optimized the returns process in your company.

Speakers
avatar for Rachel Profitt

Rachel Profitt

Director, Training Services, Junction Solutions
I have been working with AX for about 13 years, and have experience with Financials, Supply Chain, Manufacturing, Retail, Development, and just about everything else in between. My experiences are mostly related to the Retail, Food and Beverage, Consumer Packages Goods, and Life... Read More →


Friday October 17, 2014 2:15pm - 3:15pm
Room 131
  • CPE Eligible? N
  • Level All
  • Version 2012

2:15pm

Human Resources and Payroll for Dynamics AX2012 R3
​Learn about what's new in HR for Dynamics AX 2012 R3. This session will include demonstrations of the Human Resources and US Payroll, along with reviewing the integration points to AX 2012 R3.

Speakers

Friday October 17, 2014 2:15pm - 3:15pm
Room 130

2:15pm

Tips and Tricks for Warehouse Management in Microsoft Dynamics AX 2012 R3
​This session will cover examples and a demo of special features of the Warehouse Management module and how to get the most out of these features. Hear the tips and tricks now available in R3 functionality to provide more efficient warehouse operations.


Friday October 17, 2014 2:15pm - 3:15pm
Room 124

2:15pm

Ask Your Peers: Working Better with Microsoft
For many Members it's important for you to have a relationship directly with Microsoft. This session will share best practices from some Users who have made their way through in finding a beneficial relationship with Microsoft. We'll cover why and how! This is a cross conference session and will be shared by other User Group members.

Speakers
avatar for Tim Arthur

Tim Arthur

CIO, Global Director MIS, Alltech
HH

Hal Howard

Dynamic Communities


Friday October 17, 2014 2:15pm - 3:15pm
Room 122
  • CPE Eligible? N
  • Level All
  • Version All

2:15pm

How to Turn an Cross-Generational Team into a 'Well-Oiled Machine' 
Almost every workplace today has a mix of personnel from across the generations - The long-lasting Baby Boomers; The Gen-X and Gen-Y in line right behind; and now the Internet Generation. Attend this workshop to 'finish Summit week strong,' where we examine the general characteristics of each generation and what helped shaped them. What can you most often count on and what misalignment can you avoid? Then join in what's sure to be a lively round table discussion of experiences in workplaces of your peers. Learn what works best to motivate each generation. Walk away with tips and guidelines on how you can build a cross-generational team into a well-oiled machine! This is a cross conference session and will be shared by other User Group members.

Speakers
AH

Andy Hafer

CEO, Dynamic Communities


Friday October 17, 2014 2:15pm - 3:15pm
Room 229
  • CPE Eligible? N
  • Level All
  • Version All

2:15pm

The Confidence Code: The Science and Art of Self-Assurance---What Women Should Know
When the 2013 U.S. Census was released, one of the key findings was from 2002-2012 there had been no progress in women's pay equity with women's earnings remaining at 78% of men's earnings. In that same year, Sheryl Sandberg, COO of Facebook, released her book "Lean In", which got people talking again about women in the workplace. The unique perspective Sandberg brought to the conversation was an element of personal accountability, and she encouraged women to speak up, stay engaged, and answer the question: "What would you do if you weren't afraid?". Katty Kay and Claire Shipman, two prominent journalists and the authors of the already successful Womenomics, continue the conversation with their book, "The Confidence Code: The Science and Art of Self-Assurance---What Women Should Know", released in April of 2014. This book brings science and psychology together to define confidence for women and how we can further our goals by engaging in four key behaviors: less people pleasing, more action instead of perfectionism, more risk taking, and faster failure. This is a cross conference session and will be shared by other User Group members.

Speakers
KR

Kerry Rosvold

Corporate Controller, Augsburg Fortress Publishers
Kerry Rosvold has been the Corporate Controller since 2008 at Augsburg Fortress Publishers in Minneapolis, Minnesota. AFP uses Microsoft Dynamics NAV as their company’s chosen ERP solution. Since 2004, she has served as the finance lead on implementation of Microsoft Dynamics NAV... Read More →


Friday October 17, 2014 2:15pm - 3:15pm
Landmark Ballroom One (RG)
  • CPE Eligible? N
  • Level All
  • Version All

2:15pm

What's Driving Your Business?
Business Intelligence!  Are you overdosing on BI and still not running your business effectively? Join this session to dive into the key performance indicators that ultimately matter so you don't get bogged down with the dashboard or reporting "Embarrassment of Riches" bug.  This is a cross conference session and will be shared by other User Group members.

Speakers
avatar for Jon Oesch

Jon Oesch

VP of Sales, Jet Reports
Constantly saying what no technology provider should ever say: 'Business Intelligence has nothing to do with software. Lets talk about your people and your processes and your data...'


Friday October 17, 2014 2:15pm - 3:15pm
Room 126
  • CPE Eligible? N
  • Level All
  • Version All

2:15pm

Challenge the Experts: Microsoft MVP Panel (Repeat)
This is the session to get your answers! Join in on the fun in this fast-moving roundtable where the Microsoft Dynamics AX MVPs 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, regardless of version, function, or technology is out of bounds! This is a repeat session.

Speakers
avatar for Justin Carter

Justin Carter

Functional/Techincal Architect, Blue Horseshoe Solutions, Inc
avatar for Murray Fife

Murray Fife

Technical Solution Professional, Microsoft
Murray Fife is an Author of over 20 books on Microsoft Dynamics AX including the Bare Bones Configuration Guide series of over 15 books which step the user through the setup of initial Dynamics AX instance, then through the Financial modules and then through the configuration of the... Read More →


Friday October 17, 2014 2:15pm - 3:15pm
Room 123
  • CPE Eligible? N
  • Level All
  • Version All

2:15pm

Structuring the Global Support for Dynamics AX Across the Continents
As Dynamics AX 2012 is becoming global, so does the need to provide a global and cohesive support program. In this session we will discuss the various support models you may want to consider including their benefits ranging from multiple time zones, to managing your Dynamics AX environment, and providing functional support.  

Speakers

Friday October 17, 2014 2:15pm - 3:15pm
Room 125
  • CPE Eligible? N
  • Level All
  • Version All

2:15pm

Discover Financial Reporting Freedom with Management Reporter (Repeat)
Management Reporter is designed for high volume, presentation quality financial reporting with little to no IT involvement. In this session, learn the basics of creating and formatting reports and distributing them to your organization as well as hear about the features and functionality added through the latest cumulative updates. This is a repeat session.

Speakers
avatar for Nick Sercer

Nick Sercer

Partner/Consultant, MSX Group
Nick is a Partner/Consultant with MSX Group where he continues to build on more than fifteen years of financials software consulting and training experience. A proven expert in the use of technology to improve the accuracy and efficiency of budgeting and financial reporting processes... Read More →


Friday October 17, 2014 2:15pm - 3:15pm
Room 104
  • CPE Eligible? Y
  • Level All
  • Version All

2:15pm

CANCELED - Managing Inbound Quality in Food and Beverage with Dynamics AX

This session is canceled due to a speaker emergency.  It will be offered later as an AXUG webinar.  Sorry for the inconvenience.

One of the keys to achieving operational excellence is ensuring your vendors are delivering goods that meet your product requirements.  This presentation will address how you can use Dynamics AX to manage the quality of inbound supplies and lay the groundwork for a solid vendor management program.


Speakers

Friday October 17, 2014 2:15pm - 3:15pm
Room 106
  • CPE Eligible? N
  • Level All
  • Version 2012

2:15pm

Dynamics AX 2012 Batch Processing Enhancements - Secrets to Make Batch Management Easy
Batch processing is the ability to execute a series of jobs without manual intervention. Learn how to configure the Dynamics AX 2012 environment for batch processing. This presentation will include: Running batch jobs on an AOS instance without a client; ability to set specific times for each AOS instance to run batch jobs; ability to manage all running batch jobs in the environment from a single form; enhancement made dependencies between batch jobs so that user can specify processing order and parallelism, and ability to debug a batch job that runs on the AOS.

Speakers
MF

Maggie Fumic

Senior Consultant, Client Strategy Group


Friday October 17, 2014 2:15pm - 3:15pm
Room 100
  • CPE Eligible? N
  • Level All
  • Version 2012

2:15pm

Understanding How SSAS, SSIS, and SSRS Can Elevate Your Reporting with Microsoft Dynamics AX
Learn how components of the Microsoft stack can be deployed with Dynamics AX to meet your company's reporting needs. This session is geared towards AX technical specialists and will include a discussion around data warehouse options with Dynamics AX. All versions of Dynamics AX will be addressed in this session.

Speakers

Friday October 17, 2014 2:15pm - 3:15pm
Room 101
  • CPE Eligible? N
  • Level All
  • Version All

3:30pm

WOW - 30 Microsoft Dynamics AX 2009 Tips in 60 Minutes (Repeat)
Are you ready to get some quick tips to make your life as a Microsoft Dynamics AX 2009 user easier? In this session, we'll highlight 30+ business user tips and available tools from across the functional areas of the product that you can take back to your company to improve your use of your Microsoft Dynamics AX deployment immediately. This is a repeat session.

Speakers

Friday October 17, 2014 3:30pm - 4:30pm
Room 132
  • CPE Eligible? N
  • Level All
  • Version 2009

3:30pm

Inside Microsoft Dynamics 2012 Performance
Dig into Dynamics AX 2012 and understand how the new data model and other changes have been made to help you even better manage system performance. This session will include a review of available tools to help you better manage the performance of your Dynamics AX 2012 code and database.

Speakers

Friday October 17, 2014 3:30pm - 4:30pm
Room 127
  • CPE Eligible? N
  • Level All
  • Version 2012

3:30pm

WOW - 30 Microsoft Dynamics AX 2012 Tips in 60 Minutes (Repeat)
Are you ready to get some quick tips to make your life as a Microsoft Dynamics AX 2012 user easier? In this session, we'll highlight 30+ business user tips and available tools from across the functional areas of the product that you can take back to your company to improve your use of your Microsoft Dynamics AX deployment immediately. This is a repeat session.

Speakers
avatar for Murray Fife

Murray Fife

Technical Solution Professional, Microsoft
Murray Fife is an Author of over 20 books on Microsoft Dynamics AX including the Bare Bones Configuration Guide series of over 15 books which step the user through the setup of initial Dynamics AX instance, then through the Financial modules and then through the configuration of the... Read More →


Friday October 17, 2014 3:30pm - 4:30pm
Room 131
  • CPE Eligible? N
  • Level All
  • Version 2012

3:30pm

Lets Take a Closer Look at Mobile Apps for the Shop Floor and WMS in Dynamics AX 2012 R3
This session provides an overview of the mobile capabilities of Microsoft Dynamics AX R3 in the Warehousing and Manufacturing areas. It will cover setup and configuration of the Warehouse Mobile Device Portal, including configuring the look and feel of the mobile screen, using WMDP in multiple companies, setting up mobile device menu items and menus. Also included in this session will be a demo of the Shop Floor Companion App as an example of a Microsoft Dynamics AX mobile app on a Windows 8 platform.

Speakers
VL

Vanya Lebedev

Software Engineer, Microsoft


Friday October 17, 2014 3:30pm - 4:30pm
Room 124

3:30pm

Compliance and Microsoft Dynamics AX - What You Need to Know Before the Auditors Ask
Don't be caught off guard when your auditors show up and start asking internal control questions which you can't answer. In this roundtable, listen, learn, and share your experiences around managing your internal control system with Microsoft Dynamics AX and what to be prepared for BEFORE the auditors show up. There are always tips to learn from others in the compliance area and this session traditionally has lively dialogue, so don't miss this opportunity to prepare for your next audit.

Speakers
avatar for Richard Draper

Richard Draper

Dynamics AX Enterprise Solution Advisor,Partner, AXmentor
avatar for Andy Snook

Andy Snook

President, Fastpath
Andy Snook is a frequent speaker on IT audit best practices, streamlining IT security and overcoming IT compliance challenges. He is a Certified in Risk and Information Systems Controls (CRISC) as well as certified in Microsoft Dynamics and SAP. In 2011, he was named to Dynamics... Read More →


Friday October 17, 2014 3:30pm - 4:30pm
Room 104
  • CPE Eligible? N
  • Level All
  • Version All

3:30pm

Data Integrity for Manufacturers, Yep It's Important!
At the end of the day, our goal as planners is to meet demand with forward looking supply in a manner that provides maximum customer service at least cost with the least working inventory. The system recommendations are only as good as the data and assumptions you feed it. While, with current technology, there is no such thing as a practical way to find the best possible plan, any improvement in the data quality should yield a better plan. So what is the data and can we improve its quality?

Speakers
avatar for Nigel Cox

Nigel Cox

Solution Architect, Envista
Nigel has been using and helping others use ERP solutions in Manufacturing and Distribution companies since 1972, running Materials, Production Control, IT and Engineering at various times. Very familiar with MTO, MTS, And Configure to order, Process, discrete and lean, NIgel has... Read More →


Friday October 17, 2014 3:30pm - 4:30pm
Room 123
  • CPE Eligible? N
  • Level All
  • Version All

3:30pm

Project Autopsy - The Importance of Closing a Project
At the end of a project, the team's focus can quickly shift from stabilizing the last project to starting the next or going back to your day job. In this roundtable, we will review the considerations and deliverables that should be presented to your customer that clearly define the project is complete. This will be an interactive session, so please come prepared to share your experiences and take good notes for implementing the ideas discussed in your future projects.

Speakers

Friday October 17, 2014 3:30pm - 4:30pm
Room 102
  • CPE Eligible? N
  • Level All
  • Version All

3:30pm

50 Management Reporter (MR) Tips in 50 minutes (Repeat)
​Want tips for Management Reporter (MR)? 50 tips in 50 minutes - it's going to be a fast-paced session! We'll cover report design, shortcuts, and report distribution tips to help you get more out of your solution. This is a repeat session.

Speakers
avatar for Nick Sercer

Nick Sercer

Partner/Consultant, MSX Group
Nick is a Partner/Consultant with MSX Group where he continues to build on more than fifteen years of financials software consulting and training experience. A proven expert in the use of technology to improve the accuracy and efficiency of budgeting and financial reporting processes... Read More →


Friday October 17, 2014 3:30pm - 4:30pm
Room 105

3:30pm

From Marketing Strategy to Order Taking - Tracking the Source of Sales
In this session, we will explore how you can define your offers, source codes, and target lists from your catalog or other marketing objectives. See how in turn to then track sales through the life of your promotion.

Speakers
avatar for Rachel Profitt

Rachel Profitt

Director, Training Services, Junction Solutions
I have been working with AX for about 13 years, and have experience with Financials, Supply Chain, Manufacturing, Retail, Development, and just about everything else in between. My experiences are mostly related to the Retail, Food and Beverage, Consumer Packages Goods, and Life... Read More →


Friday October 17, 2014 3:30pm - 4:30pm
Room 122

3:30pm

Increase Efficiency and Streamline Order Processing with an Integrated eCommerce Website
In 2013, online U.S. retail sales were $262.5 billion with B2B eCommerce sales reaching $559 billion. These numbers have continued to grow year after year which means reaching your customers how, when and where they shop holds more importance than ever. With the evolution of technology, consumers have grown used to living in a world where they are always connected. This is in part why today’s consumer demands an omni-channel experience that is constant across all touch points a business chooses to use. Whether you’re selling online or thinking about selling online, choosing to integrate Microsoft Dynamics NAV with your frontend web store will increase efficiency and help create a more complete and synchronized online ordering environment. Join us for this session to learn eCommerce trends & best practices, tips for implementing an omni-channel strategy and how integrated eCommerce can improve efficiency and streamline order processing.

Speakers
avatar for Giuseppe Ianni

Giuseppe Ianni

VP of Sales and Marketing, k-eCommerce
I possess 8+ years of sales management and consulting expertise in business application software covering Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM). At k-eCommerce, I am responsible for the successful management of the needs of the company's customers... Read More →


Friday October 17, 2014 3:30pm - 4:30pm
Room 121
  • CPE Eligible? N
  • Level All
  • Version All

3:30pm

Overview of Intelligent Data Management Framework (IDMF)
Are you maximizing the health of your Microsoft Dynamics AX installations? Have you been able to maintain database size in production? Join us to learn how to archive and purge old transactional data using the Microsoft Dynamics AX Intelligent Data Management Framework (IDMF) tool. This session will cover how the tool works, when to consider using it, when not to use it, and other important considerations with IDMF.

Speakers

Friday October 17, 2014 3:30pm - 4:30pm
Room 100
  • CPE Eligible? N
  • Level All
  • Version All

3:30pm

Things to Consider from an Integration Standpoint with Dynamics AX
There are multiple options for integrations to your Microsoft Dynamics AX solution. Sometimes it can be difficult to know which way to go. Join us as we discuss some of the decision points when defining your integration methodology and learn more about the available tools and approaches available.

Speakers

Friday October 17, 2014 3:30pm - 4:30pm
Room 101
  • CPE Eligible? N
  • Level All
  • Version All