• D365 Finance & Supply Chain Management/AX

9:10 - 9:40 am CT

Streamline Maintenance Requests with Production Floor Execution

Chris Harrison & Eric Lillehaugen

Do you work with Production Floor Execution and Enterprise Asset Management (EAM) in F&SCM? In this session, we’ll show you how to empower workers and streamline maintenance requests by using the Production Floor Execution terminal to generate EAM tickets in F&SCM. Learn how this functionality enhances efficiency and simplifies maintenance workflows, enabling faster responses and better management of production-related issues.

• D365 Finance & Supply Chain Management/AX

Flash Session
9:50 - 10:05 am CT 

Choosing the Best Bank Reconciliation Option: Simple, Advanced, or TAS

Jordan Soderstrom & Austin Shaw

Wondering how to most efficiently reconcile your bank accounts? F&SCM provides both a simple and advanced process in its core product. If you want more automation, consider SK Soft's automated bank reconciliation module. This session covers a summary of all 3 options so that you can make the decision that's right for your business.

• D365 Finance & Supply Chain Management/AX
• Data Insights

10:15 - 10:45 am CT

F&SCM + BPA = Smarter Business Decisions

Kristofer Schlieper

Learn what Business Performance Analytics (BPA) is and why it’s an essential tool for your F&SCM system. This session will cover how to make customizations to BPA reports to fit your needs and how to integrate BPA with other tools like Microsoft Fabric to get even more out of your data. Discover how BPA can help drive better decision-making and improve your overall business performance.

• D365 Finance & Supply Chain Management/AX

10:55 - 11:25 am CT

Let’s Talk Customizations! Best Practices for Requirements Gathering

Shannon Perko & Kevin Hermann

In this session, gain insights from both the functional and technical perspectives on how to efficiently gather requirements for system code changes. Learn which stakeholders to engage, the key questions to ask, and the most effective documentation methods. We’ll also cover strategies for overcoming common challenges throughout the requirements-gathering process, ensuring a smoother customization journey.

• D365 Finance & Supply Chain Management/AX

Flash Session
11:35 - 11:50 am CT

Which Test Automation Tool is Right for You?

Mike McCardle & Brandee Hughey

Get an unbiased review of the most common automated testing tools for F&SCM. We’ll dive into the features, strengths, and weaknesses of each tool, helping you understand what works best for different needs. By the end, you’ll have a high-level guide on how to choose the right test automation tool for your business, empowering you to make an informed decision.

• D365 Finance & Supply Chain Management/AX
• Power Platform

12:40 - 1:10 pm CT

Expense Management Module and Mobile App

Mike Mathews & Emily Stockton

Discover how the Expense Management Module and mobile app can simplify your expense reporting process! This session will highlight features like easy expense report submissions, customizable workflows, and policies to ensure organizational compliance. Learn how the F&SCM mobile app helps you capture receipts, submit reports on the go, and track the status of your expenses, making expense management more efficient and accessible wherever you are.

• D365 Finance & Supply Chain Management/AX

Flash Session
1:20 - 1:35 pm CT

Optimizing Your Advanced Warehouse: Quick Tips and Tricks

Shannon Perko & Chris Tealey

Want to optimize your advanced warehouse quickly? Learn no-code solutions to improve the mobile device experience, make the most of the detailed metrics tracked by D365, and streamline the setup of a new advanced warehouse. These quick tips and tricks will help you boost efficiency and get more out of your warehouse management module right away!

• Copilot
• D365 Finance & Supply Chain Management/AX

1:45 - 2:15 pm CT

F&SCM Wave 1 Release Updates + Cool Features You Should Know

Mike McCardle 

Explore the top features from the F&SC Wave 1 release, plus a few hidden gems you may not know you could be using. Learn how these key updates can optimize your F&SCM system and improve overall efficiency and performance across your operations.

• Copilot
• D365 Finance & Supply Chain Management/AX

2:25 - 2:55 pm CT

Work Smarter with Copilot in F&SCM

Scott Frappier

This session covers the practical Copilot features built into F&SCM that can help you automate tasks, streamline processes, and improve efficiency. Learn how to use these tools in your system today to work smarter and more effectively.

• D365 Business Central/NAV

9:10 - 9:40 am CT

Top 10 New (and Not-So-New) Features in BC

Eric Vanderberg

From the newest updates to overlooked favorites, this session highlights ten Business Central features that can help you work smarter and faster. Whether they’re brand new or just new to you, these tools can streamline processes, improve efficiency, and make your daily tasks easier.

• D365 Business Central/NAV

Flash Session
9:50 - 10:05 am CT 

Better Batch Manufacturing with Built-In Lot and Quality Controls

Noelle Super

Discover how Business Central powered by YAVEON Probatch enhances your Quality Assurance Processes. Learn how to maintain the highest standards of product quality, stay compliant, and streamline your batch manufacturing processes in just 15 minutes.

• Copilot
• D365 Business Central/NAV

10:15 - 10:45 am CT

Copilot for Business Central - Features You Can Use Now

Scott Frappier 

Copilot is already built into Business Central to help you work more efficiently with AI-powered features that simplify tasks, improve accuracy, and save you time. Join Scott Frappier to see what’s available now and how you can start using it in your daily processes. Plus, get a quick look at what’s coming next as Copilot continues to evolve.

• D365 Business Central/NAV
• Power Platform

10:55 - 11:25 am CT

Automating BC: How Power Automate and BC Workflows Work for You

Theo Kerston

Business Central workflows and Power Automate both help automate tasks, but each has its strengths. This session breaks down when to use BC’s built-in workflows and when Power Automate offers more flexibility. Learn how Power Automate can enhance your processes, connect with other apps, and handle more complex automation needs.

• D365 Business Central/NAV

Flash Session
11:35 - 11:50 am CT

Wave 1 Release Updates You Don’t Want to Miss!

Anne Diaz

Get a rundown of the top features in the Wave 1 release for Business Central. See what’s new, what’s improved, and how these updates can help you work more efficiently. Whether it’s enhancements to usability, automation, or integration, this session will highlight the key changes you need to know.

• D365 Business Central/NAV

12:40 - 1:10 pm CT

Getting Started with Manufacturing in Business Central

Tim Fry

New to Business Central and unsure how the Production module works—or if you even need it? This session breaks down the basics, including how Production differs from Assembly, how to enable it, and what it costs. Get a clear overview of the setup and flow of a production order so you can decide if it’s the right fit for your business.

• D365 Business Central/NAV

Flash Session
1:20 - 1:35 pm CT

Quick Guide to Reporting: Custom vs. Extensions

Maril Zaia

Not sure when to build a custom report or use a report extension in Business Central? This session breaks down the key differences and helps you identify the best option for your needs. Get a clear understanding of your reporting choices so you can make informed decisions and get the insights you need.

• D365 Business Central/NAV
• Data Insights

1:45 - 2:15 pm CT

Fresh Off the Press! Feature Preview of the New Microsoft Power BI Report Pack

Makenzie Buss 

Get an inside look at the newly released Microsoft Power BI Report Pack for Business Central. See what’s included, how it enhances reporting, and what’s possible with these ready-to-use insights. Whether you’re looking to simplify data analysis or unlock new reporting capabilities, this session will show you how the latest Power BI reports can help.

• D365 Business Central/NAV

2:25 - 2:55 pm CT

Give Users What They Need with Custom Pages

Simeon White 

Make Business Central Roles more efficient by customizing them yourself. Learn how to adjust Roles in Business Central, control what buttons users see, and simplify data entry for your users. This session will show you how you can make small changes that will improve all user’s efficiency levels and make Business Central match your Companies workflows.

• D365 Customer Engagement/CRM
• Power Platform

9:10 - 9:40 am CT

Setting Up Notifications Using Power Automate

Drew Weaver

In this session, we’ll demonstrate how to create a common functionality, user or customer email notifications, using Power Automate, beginning with basic setups and gradually progressing to more complex workflows. We’ll highlight key actions you’ll encounter repeatedly when building Power Automate processes. By mastering notifications for your internal team or customer base, you’ll also lay the groundwork for building more advanced Power Automate processes in the future!

• Copilot
• D365 Customer Engagement/CRM

Flash Session
9:50 - 10:05 am CT 

Exploring Copilot Across D365 CE Applications

Matt Van Dyke & Scott Frappier

In this session, we'll discuss how Microsoft is fully embedding Copilot into the applications we use every day. This allows us to be more efficient, capture growth opportunities, and help employees thrive. We’ll explore how Copilot is embedded in CE applications and how this creates opportunities and outcomes for your business. Come learn how Copilot can accelerate and transform your sales, marketing, customer service, and field service.

• D365 Customer Engagement/CRM
• Data Insights

10:15 - 10:45 am CT

Push for Insights: Access Power BI in a Click

Michael Schumacher

Learn how to easily add a Power Fx button to a CE entity form that opens Power BI reports in a new tab, filtered to match the selected entity record. This solution works for both Power BI Paginated Reports and non-paginated reports, giving your team quick access to relevant insights. See how to set up this feature to enhance decision-making and make important data more accessible from within the CE form.

• D365 Customer Engagement/CRM

10:55 - 11:25 am CT

New Features in CE - Wave 1 & Beyond

Matt Whitby & Jesse Bucholz 

Ready for the latest and greatest in CE? We’ll take you through the top updates from the Wave 1 release, and dive into some additional fresh new features you should know. Learn how these updates can supercharge your workflows, boost productivity, and make your CE experience even better. Get ahead of the curve with the newest tools and start making them work for you!

• D365 Customer Engagement/CRM

Flash Session
11:35 - 11:50 am CT

Linking Leads and Opportunities with the New Qualification Process

Maryam Umar 

Learn how to enable the new qualification experience and link leads to multiple opportunities in your system. We’ll cover how to create new contacts and accounts and show you how to easily associate them with multiple opportunities. This session will help you streamline your lead management process and improve opportunity tracking for more effective sales workflows.

• Copilot
• D365 Customer Engagement/CRM

12:40 - 1:10 pm CT

Top 3 Copilot Features in D365 Sales & Customer Service

Joseph Binkley & Carrie Kuhl 

Copilot's key features in D365 Sales & Customer Service help transform your workday and boost productivity! In Sales, Copilot builds customer relationships, acts on insights, and accelerates deal closures. In Customer Service, it automates tasks, resolves issues quickly, and manages cases efficiently. See how this powerful tool can increase efficiency and help you achieve more with D365 Sales and Customer Service.

• Copilot
• D365 Customer Engagement/CRM

Flash Session
1:20 - 1:35 pm CT

Find Data Fast with Copilot’s Natural Language Search!

John Cote 

Explore the power of Copilot’s Natural Language Search feature (currently in preview) and see how it simplifies data searches in CE. In this session, we’ll show you how Copilot automatically sorts, filters, and searches data using everyday language, minimizing the need to manually adjust filters or add column. We’ll also cover the current limitations, how to enable or disable the feature, and what’s next as it moves toward general availability.

• D365 Customer Engagement/CRM

1:45 - 2:15 pm CT

Tidy Templates = Smooth Imports: Import Data like a Pro

Maryam Umar

In this session, we’ll walk through the process of creating data import templates. You’ll learn how to use Data Management and views to build your templates, ensuring your data is set up correctly. We’ll also cover how to validate your data to avoid errors and the steps to successfully import it into your system. This practical session will give you the skills to handle data imports with confidence and efficiency.

• D365 Customer Engagement/CRM

2:25 - 2:55 pm CT

Targeting the Right Customers with Segmentation and Triggers

Jeff Spehn 

Engaging the right customers at the right time is key to a successful marketing strategy. This session shows how to use segments in Customer Insights – Journeys to target customer groups for more relevant campaigns. We'll also cover triggers that automate interactions based on real-time actions for personalized engagement. These features streamline marketing, boost customer satisfaction, and drive conversions.

• Copilot
• Dynamics GP

9:10 - 9:40 am CT

Leveraging Copilot in GP

Scott Frappier 

If your goal is to move to Business Central in the next couple of years, you might wonder how to make the most of your current system in the meantime. This session will explore how you can leverage Copilot with GP to improve efficiencies and streamline operations while you're still on your current platform.

• Dynamics GP

Flash Session
9:50 - 10:05 am CT 

What’s New in GP? Plus Pro Tips!

Kyle Rehome 

Explore the latest features in GP version 18.7 and discover practical tips to get the most out of your system. Whether you’ve been using GP for years or are newer to the platform, you’ll learn how to unlock hidden gems and enhance your workflow with features you might not know about. This session will give you actionable insights to optimize your use of GP and improve efficiency in your everyday tasks.

• Dynamics Business Central/NAV
• Dynamics GP

10:15 - 10:45 am CT

Business Central vs. GP: Navigating the Differences

Deb Schaffer 

In this session, we’ll explore the key differences between these two ERPs and how Business Central can significantly enhance your day-to-day operations. Learn about the features and improvements that will streamline workflows, boost efficiency, and transform the way you manage your business. Whether you’re considering a move or already in the process, this session will help you understand what to expect with Business Central.

• Dynamics GP
• Enhancing Your Product

10:55 - 11:25 am CT

Moving Your ISVs from GP to BC

Paul Johnson 

If you’re using an ISV in GP and wondering how that will change when you move to Business Central, this session is for you. We’ll explore which ISV modules and options are available in BC and how they compare to what you’re currently using in GP. Learn about the tools and features you can continue using, what might change, and how Business Central’s built-in capabilities can replace certain third-party solutions to streamline your workflows.

Flash Session
11:35 - 11:50 am CT

Session info coming soon!

12:40 - 1:10 pm CT

Session info coming soon!

• Dynamics GP

Flash Session
1:20 - 1:35 pm CT

Trivia Time! Celebrating GP’s 20+ Years - LIVE!

Corey Severson

Dynamics GP has been around for over 20 years, and the GP community feels like family. Join us for some fun GP history trivia as we take a walk down memory lane and reminisce about the milestones and moments that made GP what it is today. Think you know your GP facts? Answer correctly, and you might just win some bonus prizes! Let’s test your knowledge and celebrate the rich history of GP together.

• Dynamics GP

1:45 - 2:15 pm CT

Path to the Cloud: Migrating Your Full IT Ecosystem

Nicky Wille & Corey Severson

You’re ready to move your Dynamics GP to Business Central, but what about other on-premise services? Your file server, network file shares, printers, and industry-specific applications—how do you transition these to the cloud to eliminate the need for costly on-premise infrastructure and take advantage of highly effective collaboration tools? Join us to explore comprehensive strategies for migrating all your critical systems and services to the cloud, ensuring a smooth and efficient transition.

• Data Insights
• Dynamics GP
• Enhancing Your Product

2:25 - 2:55 pm CT

No More GP? No Problem! Access Your Data Anytime with Popdock

Tom Link

You’ve spent years collecting data in GP, but what happens to that data when you move to Business Central? Do you need to keep GP running just to access your historical data? The short answer is “NO”! In this session, we’ll explore how Popdock can help you efficiently and cost-effectively access all your GP history, even after you’ve moved to Business Central. Learn how Popdock enables easy data retrieval without the need for maintaining an outdated system.

• Copilot

9:10 - 9:40 am CT

Copilot 101!

Tracy Ottenstroer, Tyler Allard , & Tyler St. Pierre 

Get a clear understanding of what Copilot is, what it isn’t, and how Microsoft enables it. This session breaks down the Copilot framework, where it pulls data from, and how to interact with it, including Chat. Learn about key security and governance considerations to ensure AI is used effectively and responsibly across your organization.

• Microsoft 365

Flash Session
9:50 - 10:05 am CT 

M365 Power Tips You Can Start Using Today

Nicky Wille

Did you know M365 can do THAT? Get more done in less time with features and shortcuts in Microsoft 365 that you may not be using yet. This session highlights practical tips to streamline your workflow, improve efficiency, and make the most of the tools you use every day.

• Copilot

10:15 - 10:45 am CT

Copilot in the Wild: 9 Creative Ways People Are Using It Today

Tracy Ottenstroer 

Copilot is making an impact in ways you might not expect! This session highlights 9 creative ways we’re using Copilot today, along with what we’re seeing others do to push its capabilities further. From unexpected efficiencies to smarter workflows, get a firsthand look at how AI is being used in ways you won’t find in the marketing materials - and walk away with ideas to apply in your own work.

• Copilot

10:55 - 11:25 am CT

The Flight Lab: Copilot in Action! Turn Your Marketing Up to 11

Scott Frappier & Sue Whitney

Ready to turn your marketing efforts up to 11? Join host Scott Frappier as he chats with Sue Whitney, Partner Relations Manager at Levridge, about using Copilot to streamline workflows and make workdays smoother. Learn how Copilot boosts efficiency in content creation, keyword analysis, graphic design, website analytics, and social media posts. Walk away with practical tips to amp up your marketing efforts and make your campaigns rock.

• Copilot
• Microsoft 365

Flash Session
11:35 - 11:50 am CT

Copilot for M365 - Making Your Favorite Apps Even Better

Tracy Ottenstroer

See how Copilot enhances your workflow across Outlook, PowerPoint, Word, and Teams. We’ll highlight real examples of how AI can help you work smarter, save time, and boost productivity in the apps you use every day. With features always evolving, we’ll cover the latest use cases to keep you ahead of the curve.

• Power Platform

12:40 - 1:10 pm CT

Amplify Your ERP with Power Apps

Ali Nelson

Join us to discover how the Microsoft Power Platform can transform your ERP system beyond its standard capabilities. We’ll show you how to extend your ERP by automating workflows and streamlining processes with a user-friendly interface. Through practical examples and real-world scenarios, we’ll demonstrate how integrating Power Apps, Power Automate, or Power Pages can enhance efficiency, improve data insights, and streamline operations, taking your ERP to the next level.

• Copilot

Flash Session
1:20 - 1:35 pm CT

Build a Copilot Agent in 15 Minutes

Scott Frappier 

See how fast you can bring an AI assistant to life with Copilot Studio! In just 15 minutes, watch as a custom Copilot agent is built from scratch, showcasing how easy it is to create, customize, and deploy AI-powered automation. Get a step-by-step look at the process and walk away with ideas on how you can start building your own intelligent assistants.

• Copilot

1:45 - 2:15 pm CT

Copilot: Where Do I Start? What We’ve Learned

Scott Frappier & Tracy Ottenstroer

Getting started (or thinking about getting started) with Copilot? Learn from real customer experiences and avoid common missteps. We’ll share key lessons from organizations adopting Copilot, what’s working, what’s not, and the patterns we’re seeing. Plus, get a recommended framework to help you roll it out effectively and start seeing real impact.

• Power Platform

2:25 - 2:55 pm CT

Oh, What Portals Can Do!

Ron Ellison & Shravan Macharla

Power Pages give you the ability to create secure, customizable portals that connect customers, vendors, and partners to the data they need. From self-service account management to interactive reporting and process automation, these portals streamline engagement and improve efficiency. Learn how Power Pages integrate seamlessly with Dynamics 365, Dataverse, and Power Automate, explore real-world use cases, and get a quick overview of setup and licensing to start building your own portal.

• Partnership Insights

9:10 - 9:40 am CT

So, You're Live with the Product, Now What?

Maggie Foster 

Congratulations, you’re live on your new system! But now, how do you ensure you're realizing its full potential and protecting your investment? In this session, we’ll dive into how to ensure your users are fully embracing the new technology and functionality. We’ll also discuss best practices for managing release updates and maintaining long-term success, helping you maximize the value of your new system and ensure it continues to meet your business needs.

• Partnership Insights

Flash Session
9:50 - 10:05 am CT 

Azure – It’s Not Just a Pretty Color! What It Is & How to Use It

Tyler Allard

You’ve probably heard the word Azure, but what exactly is it and how can it benefit your business? In this session, we’ll explain what Azure is, how it works, and how you can start using it to improve your operations. From scaling infrastructure to enhancing security and collaboration, Azure offers a wide range of services that can streamline your processes. Join us to discover how you can leverage Azure to support and grow your business.

10:15 - 10:45 am CT

Session info coming soon!

• Partnership Insights

10:55 - 11:25 am CT

The Culinary Guide to Dynamics 365 Licensing

Ridhwaan Unia & Misy Palmer

Struggling to navigate the complexities of Dynamics 365 licensing? Don’t worry—we’ve got a tasty analogy to make it all clearer. Let’s break down the licensing world by comparing it to something we all know and love—a culinary experience at a fine restaurant. We’ll explain how the Base license is like your entrée, essential to your system, and how Attach licenses are the side dishes that enhance your experience at a lower cost.

• Partnership Insights

Flash Session
11:35 - 11:50 am CT

Fast-Track Your Support: How and Where to Submit Requests

Jason Buckingham

We want to make it easier for you to get the support you need, fast! A clear, well-structured support request helps us respond quickly and effectively, saving time and reducing troubleshooting. We’ll go through how and where to submit a support request, along with tips on crafting a great request. Learn best practices to help us resolve your issues quickly and efficiently, so you get the support you need.

• Data Insights
• Partnership Insights

12:40 - 1:10 pm CT

Smart Strategies for Cloud Data Storage

TBA

As businesses continue to scale, managing and storing data efficiently becomes more critical. We will explore effective cloud data storage strategies to help you manage large volumes of data securely and cost-effectively. Learn about different cloud storage options, best practices for organizing and securing your data, and how to optimize storage for performance and accessibility. Get practical insights to build a robust cloud storage strategy that meets your business needs.

• Partnership Insights

Flash Session
1:20 - 1:35 pm CT

Support Plans, Blogs, & Events, Oh My! Get The Most Out of Your Partnership

TBD

Your success is our success! In this session, we’ll explore all the resources Stoneridge offers to help your organization thrive. Learn how to make the most of your support plan, tap into valuable insights from our blogs, get involved in community events and webinars designed to connect and empower you, and more. Discover how these resources can boost your profitability and support your ongoing success with Stoneridge.

• Partnership Insights

1:45 - 2:15 pm CT

Project Management Done Right: Best Practices That Matter

Becca Sauerer

You can have the best resources on a project, but without proper management, you risk going over budget and missing deadlines. Effective project management practices are crucial for keeping your projects on track! Learn how project managers on both sides of an implementation can collaborate to ensure success, stay within budget, and meet deadlines. Discover how applying these best practices can make a significant difference in achieving successful project outcomes.

• Copilot
• Partnership Insights

2:25 - 2:55 pm CT

Navigate Your Copilot Journey with Confidence

Eric Newell

Ready to start your AI journey but unsure where to begin? In this session, Stoneridge's CEO, Eric Newell, will guide you through planning your AI journey and getting the most out of Copilot. With our dedicated Chief AI Architect and team of experts, we’re deeply invested in AI and committed to maximizing its potential. From setup to advanced AI capabilities, we’ll ensure your team achieves success every step of the way.

Details coming soon!