Stoneridge Connect

Defining Your Digital Transformation

Stoneridge Connect | Minneapolis

April 15 – 16, 2020 

Join technology enthusiasts for Stoneridge Connect – a premier Microsoft Dynamics user event that will give you the leading edge in the digital transformation. Stoneridge Connect offers educational sessions, networking opportunities, and a solutions showcase – giving you a better understanding of how to not only capitalize on your current software system but utilize the latest in technology to innovate your business.

Pre-conference sessions take place on Wednesday, April 15 and require separate registration. Stoneridge Connect kicks off with Topgolf on Wednesday evening and then continues with a full day of education on Thursday, April 16.

Who Should Attend?

Current Dynamics users – Dynamics 365, AX, NAV, GP, CRM

Finance

Marketing and Sales

Analyst

IT

Programmers/Developers

Operations

Technology-focused individuals interested in digital transformation

Business leaders interested in learning more about engaging customers, empowering employees, optimizing operations, Power BI, Artificial Intelligence, and Machine Learning

Venue

Hyatt Regency Minneapolis
1300 Nicollet Mall
Minneapolis, MN 55403
Parking ramp available on site

April 16 Conference Agenda

6:30 – 7:30 a.m. Morning Yoga
7:30 – 8:45 a.m. Breakfast and Solution Showcase
8:45 a.m. Welcome
9 – 10:15 a.m. Keynote
10:30 a.m. – 12:15 p.m. Breakout Sessions
12:15 – 1:15 p.m. Lunch
1:15 – 2:15 p.m. Breakout Sessions
2:15 – 3:15 p.m. General Session
3:30 – 4:15 p.m. Breakout Sessions
4:15 – 5:30 p.m. Event Wrap Up and Reception

*Refunds are available for cancellations up to 7 days in advance. Please note that session topics are subject to change.  If you would like to register for a partial day or individual session, please email sabrina@stoneridgesoftware.com.

Thank you to our 2020 Stoneridge Connect sponsors!

Diamond Sponsors

Quartz Sponsors

Granite Sponsors

Event Schedule

Wednesday, April 15th

 1:00PM – 4:00PM
Red Flag Mania + Audit Tips for Your Business

Led by nationally recognized fraud expert, Kelly Richmond Pope PH.D., CPA, Red Flag Mania trains organizations to turn an investigative eye to financial crime. This hands-on workshop will insight and skills necessary to prevent fraud from happening in your business.

$275 – includes Topgolf and Connect Registration

Greenway B + C Kelly Richmond Pope

Click here to learn more and register – space is limited to 60 participants.

 1:15PM – 5:00PM
Whats New For Developers in Dynamics 365 Finance and Supply Chain Management

“What’s New for Developers in Dynamics 365 Finance and Supply Chain Management?” will provide you with an overview of the differences in development for those who have been working in Dynamics AX 2009 or AX 2012 and are moving to Dynamics 365 for Finance and Operations.

$300 – includes Topgolf and Connect Registration

Greenway A David Boll

 Click here to learn more and register. Space is limited to 30 registrants.

 5:30PM – 8:00PM

Topgolf Social

Join conference attendees for the kick-off event at Topgolf. Whether you’re a seasoned golfer, or this is your first time picking up a club, all players will have a ball during the interactive games and social hour.

Topgolf is included in your conference fee. Space is limited.

Thursday, April 16th

 6:30AM – 7:30AM
Morning Yoga

Stayfit Fitness Club Jason Schonblom

 7:30AM – 8:45AM
Breakfast and ISV Expo
Northstar B

 8:45AM – 9:20AM

CEO Welcome Message

Northstar A Eric Newell
 9:20AM – 10:15AM
Keynote – Impact of the Cloud/Vision for the Future

Northstar A Dave Stahlman & Microsoft

 10:15AM – 10:30AM
Break and ISV Expo
Break
 10:30AM – 11:15AM

Are You Ready for ‘One Version’? – D365 Finance and Supply Chain Management

With Dynamics 365, expensive and time-consuming ERP upgrades are eliminated. During this session, you’ll learn the implications of One Version and what you need to do to prepare. We’ll showcase testing and the new automated regression suite testing tool (RSAT) and give you the information you need to prepare for the technical requirements of Dynamics 365 Finance and Supply Chain Management. 

Greenway A Cody Marshall, David Boll,  Mike McCardle

Unleashing the Potential of Dynamics 365 Finance and Supply Chain – Tips, Tricks, and Underutilized Features

Dynamics 365 is a powerful tool, but are you using it to its full potential? During this session, you’ll hear tips, tricks, and easy wins to help maximize your use of D365 and work more efficiently. No matter which area of the system you use, you’ll leave this session with tools you can start using immediately.

Greenway B Dave Ruelle

Hands-on Lab: Personalizing Your Experience with Role Centers in Dynamics NAV

In this fast-paced lab, we’ll walk through user personalizations ranging from simple to more complicated, as well as custom cue development, so that you can return to your office ready to make an instant difference in your team’s efficiency. We’ll also address key issues to consider when personalizing and building out UI elements and Role Centers for three different platforms: the RoleTailored Client (thick client), the web client, and the Universal Client, including some gotchas and pitfalls to avoid. 

Greenway C Noelle Super,  Natalie Lemke

Boost Productivity and Efficiency in Dynamics NAV or D365 Business Central – Here’s How

During this session you’ll learn how to become more productive and efficient by using tools and features built into the system. We’ll dive into tips and tricks for bank red, cash flow, fixed assets, budgets, financials, and more. 

Greenway D Marcus Haug

Using Analytical Accounting to Extend Your Chart of Accounts and Track Projects in Dynamics GP

Is there data or information you should be analyzing, but aren’t? If this data is beyond your current chart of accounts, Analytical Accounting can help. This GP module allows you to track your information, projects, and funds by using Management Reporting, Smartlists, and SQL Reporting Services.

Greenway E Michael Zerr

Simplifying Item Availability and Pricing – Business Central, D365 CRM, Power Platform

Accessing and updating your item price list shouldn’t be a headache. Learn how Dynamics can help you manage your price list and give you insights into item location and availability. Hear best practices for cycle counting, pricing updates, communication to employees, dealers, and customers, and more. 

Greenway F D365 Business Central Team

Extend Your Business Processes with Power Automate – Power Platform/D365 CRM

With the increasing number of data connections available, cross-platform automation is easier than ever before with Power Automate (formerly Microsoft Flow). During this session, you’ll learn how you can use Power Automate to integrate cloud and legacy systems, share data, and automate critical processes. 

Greenway G Adam Hallbeck

Beyond Sales and Marketing, How Companies are Using CRM in Unique Ways

Join the panel and hear how some of your peers are going beyond sales and marketing functionality and using CRM in extraordinary ways. They will share stories, tips and tricks, lessons learned and more.

Greenway H Melissa Erickson

How to Navigate Your ERP Options

ERP systems are an inherently difficult thing to handle, as they not only track financial activity in a company, but they also handle resource management and a plethora of other tasks as well. That’s why many organizations spend a long time picking an ERP system that works for them, because if you choose the wrong one you may hinder your business instead of helping it. The right piece of ERP software can save your company massive amounts of time and makes business processes an easy process to handle. Learn how to navigate your field of options as well as what your company needs to have in place before you even begin looking. 

Greenway I Eric Kimberling, Founder of Third Stage Consulting, independent selection consulting firm

Identifying Workplace Fraud

Kelly Richmond Pope is an Associate Professor in the School of Accountancy and MIS at DePaul University where her research focuses on how organizations design cultures and compliance systems to confront the challenges of organizational misconduct, ethics, and fraud. Pope frequently advises firms about their compliance programs and training. Learn how you can apply her expertise to your organization.

Greenway J Kelly Richmond Pope – CPA, Phd in Accounting, Forensic Accountant, Associate Professor

 11:15AM – 11:30AM
Break and ISV Expo
Break
 11:30AM – 12:15PM

Developer Round Up – Everything You Need to Know About Transitioning to Dynamics 365 Finance and Supply Chain Management

Are you planning a transition to Dynamics 365 Finance and Supply Chain? We’ll show you how to write code in Dynamics AX 2012 using the eventing methodology which will make your transition to D365FO much easier. Additionally, we’ll cover code clean up, discuss how customizations are changing, and give a high-level overview of the LCS customization analysis tool.

Greenway A David Boll

Panel Discussion – Dynamics 365 Finance and Supply Chain Implementation Stories, Successes, and Strategies

Hear from Eric Newell, Stoneridge CEO and Dave Ruelle, Dynamics 365 Practice Director, and featured clients, as they share their Dynamics 365 upgrade and implementation experiences. You’ll hear real stories and lessons learned. 

Greenway B Dave Ruelle, Eric Newell

Data Visualization and Reporting with Power BI – D365 Business Central

Your Dynamics system has a wealth of data that can help you make better decisions and drive more business. Learn how to use Power BI, web services, and reporting tools to build visualizations and in-depth reports with your data. 

Greenway C Jack  Ries, Christine Kurowski

User Engagement Best Practices – Dynamics NAV / D365 Business Central

Learn how to engage your users through education, communication, and empowerment. Natalie will show where you can find resources you can start using today, how to triage your helpdesk, and how to plan for the future while empowering your current users.  

Greenway D Natalie Lemke

50 Tips for Management Reporter

Whether you’re new to Management Reporter, or you’re an experienced user, this session will give you new tips and tricks for generating reports.

Greenway E Cory Severson

Dynamics 365 Business Central Show and Tell

Dynamics 365 Business Central is the best cloud ERP option for small to midsized businesses. Attendees will get a first-hand look at the features, functionality and user experience within Business Central. You’ll also hear about the benefits of the cloud and how Dynamics 365 is helping businesses with strategy, efficiency, and end-to-end operations. 

Greenway F Olivia Nelson, Kyle Rehome

Preview of the Spring Dynamics 365 Customer Engagement Release

The spring Dynamics 365 update will be available soon. During this session, we’ll highlight how your users can take advantage of the new features and functionality.  

Greenway G Melissa Erickson

Optimizing Operations with Dynamics 365 Field Service: Scheduling, Mobility, and Self-Service

Whether you have employees on the warehouse floor or technicians in the field, you need a solution that delivers the right information to your team when and where they need it. Learn how Dynamics 365 Field Service can help with self-service, scheduling, route optimization, mobility, and much more. 

Greenway H Sara Jo Justice

Understanding Microsoft’s Licensing Model

Navigating Microsoft’s licensing model and policies for Dynamics 365 and the Power Platform can seem overwhelming. Join us to get a comparison of on-prem v cloud licensing, learn how licensing has changed, and gain insight on licensing strategies. 

Greenway I Rob Ashe, Sr. Commercial Manager | Microsoft

The Past, Present, and Future of Dynamics 365 with Machine Learning and Artificial Intelligence

Machine Learning (ML) and Artificial Intelligence (AI) have been easing into the corporate ecosystem for quite a while now, but over the last few years, there’s been rapid adoption of ML and AI-based solutions. This session is designed to get you started with Microsoft Customer Insights and use the native tools to change business landscapes, become more efficient, and reduce manual processes.

Greenway J Scott Frappier,  Adam Hallbeck

 12:15PM – 1:15PM
Lunch and ISV Expo/ Live Confab

Northstar B

1:15PM – 1:45PM – Sponsor Breakout Sessions

Wolters Kluwer
Greenway A

DSI

Greenway B

Atlas by Insight Software

Greenway C
SK Global
Greenway D
Sana
Greenway E
Continia
Greenway F
eOne
Greenway G

Dynamicsweb

Greenway H
Click Dimensions
Greenway I

emfluence

Greenway J
 1:45PM – 2:15PM
Break and ISV Expo
Break
 2:15PM – 3:15PM

What Does Digital Transformation Look Like for You AND Your Customers

Northstar A Eric Kimberling
 3:15PM – 3:30PM
Break and ISV Expo
Break
 3:30PM – 4:15PM

How to Develop a Project Plan for a Successful Transition to Dynamics 365 Finance and Supply Chain Management

Preparing for your upgrade from Dynamics AX to Dynamics 365 Finance and Operations is an integral part of the success of your upgrade project. Completing a detailed project plan is the first step toward moving to the cloud. This session will outline the project plan and what needs to take place on your team prior to the upgrade. 

Greenway A Cody Marshall, David Boll, Catherine Thole

Unlocking your data with Power BI – D365 Finance and Supply Chain

Power BI allows you to create analytical reports and dashboards that sources data from your entire organization into one true view of your business.  During this session, we will show you the different Power BI technologies that exist in Dynamics 365, how each of these technologies can be integrated into your organization, and the creation of tiles and how they are displayed on workspaces in Dynamics 365.

Greenway B John Gentile

What’s in My Warehouse? Managing Inventory in Dynamics NAV and Dynamics 365 Business Central

During this session, we’ll review inventory best practices, focusing on: integrating forecasting & replenishment, evaluating the impact of promotions, handling sporadic items, identifying surplus and excess inventory, managing consignment inventory, and initiating hub & spoke replenishment for better inventory and vendor position. 

Greenway C Matt Batalden, Olivia Nelson

What ‘One Version’ Means for Dynamics 365 Solutions – Business Central, D365 CRM, Finance and Supply Chain

Dynamics 365 Business Central One Version will help you stay current in a consistent, predictable, and seamless manner – but what does that mean for users? During this session, you’ll learn the cadence of updates, how they are implemented, and what your part is. You’ll leave with an understanding of how to prepare, plan, manage, and implement updates moving forward.

Greenway D Marcus Haug, Catherine Thole

Techniques in HR and Payroll to Make Your Job Easier in Dynamics GP

Educate yourself with the tips and techniques that will make you a successful user of both the HR and Payroll modules and their capabilities. In this class, you will learn how to process payroll checks and track the necessary information in Human Resources including timecodes, accruals, pay codes, deductions and more. Additionally, you’ll hear about the 2020 changes to federal HR and Payroll regulations including EEP reports and the new W4 requirements.

Greenway E Michael Zerr

You Better Reconcile! A Deep Dive into Reconcile Routines and Utilities in Dynamics GP

A deep dive into all different Reconcile Routines and Utilities in GP. From Customer and Vendor balances to batch totals, to make sure your general ledger accounts match up with each subledger, GP has a lot of ways to help you keep things in balances and accurate. Let’s talk about all the ways that you can use these tools, when and how often you should use them, and all the quirks around each process.

Greenway F Kyle Rehome

The Newest App on the Block: Portal Apps in the Power Platform

Canvas apps, model-driven apps, and now: portal apps! In this session, you’ll learn how to create your first CDS portal app, some best practices and design considerations to get you started, and how easy it is to work collaboratively with external customer, vendor, and employee networks.

Greenway G Michael Honeycutt

Transform Your Customer and Employee Experience with Integrated Systems

There is nothing more powerful than data. But when data is stored in siloed systems, it’s impossible to use that information to make business decisions and gain insights. With a true end-to-end integrated system, each department has the ability to understand the full picture. During this session, you’ll learn how to extend your system to transform your customer and employee experience and harness the power of your data by integrating Customer Engagement with ERP.

Greenway H Melissa Erickson

Introduction to the Power Platform and Common Data Service

The Microsoft Power Platform (Power BI, PowerApps and Automate) provides a suite of tools to measure, act and automate processes around data. This foundational session gives you a 360-degree view for how to connect to data from any data source, shape, and size and get it ready to be used within all the Power Platform tools and experiences. 

Greenway I  Adam Hallbeck, Scott Frappier

Change Management, User Adoption, and Training Strategies

Change management is one of the most important things to consider when you are implementing a new ERP or CRM system. Join Eric Newell as he talks about what users experience during change and strategies you can use to overcome challenges and achieve the results envision.

Greenway J Eric Newell 

 4:15PM – 5:30PM
Event Wrap up/Giveaways/Reception

Have Any Questions?

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

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