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Monday, October 21
 

8:00am

Optional training: Introduction to Management Reporter
If you haven't started thinking about migrating to Microsoft Management Reporter, it's time! This course will focus on introducing and demonstrating the concepts of Management Reporter to users who are new to the product. The class will start with a brief demonstration, and then move on to an overview of building blocks and navigation. We will step through creating a trial balance and detailed income statement. Next, take the design process a step further and see how Reporting Trees add power and flexibility to your reporting process. Last, use the skills you have learned to do Side by Side Reporting. For the full class description and details, please sign into the registration system here: http://axugsummit.com/pre-conference-training/

Monday October 21, 2013 8:00am - 12:00pm
CC-TBA

8:00am

Optional training: Understanding the Dynamics AX 2012 Data Model
With the introduction of Dynamics AX 2012, Microsoft normalized many of the key areas of the system. The changes were implemented to reduce data duplication and enable complex relationships with entities. This course will guide you through the changes and how best to embrace them. Whether you are building a data warehouse or upgrading your existing modifications, it is important to understand the improved foundation of these core systems. For the full class description and details, please sign into the registration system here: http://axugsummit.com/pre-conference-training/

Monday October 21, 2013 8:00am - 12:00pm
CC-TBA

8:00am

Optional Training: Unlocking the Power of Projects in Dynamics AX
This course will provide the background you need to set up, manage, and track internal and external projects via the Project Management and Accounting modules of Dynamics AX 2012. The course will walk you through the concept of a project, how one can be set up, transacted against, allocated and budgeted, invoiced, and ultimately reported against.

Monday October 21, 2013 8:00am - 12:00pm
CC-TBA

8:00am

Optional training: Business Intelligence in Dynamics AX 2012
Effective use of Dynamics AX Business Intelligence can be a powerful tool for your organization. There are a lot of options and approaches, so make sure you have the right design and are leveraging the tools effectively. In this content-packed class we'll cover an overview of the Dynamics AX Business Intelligence technology stack available in Dynamics AX 2012, a discussion of installation and configuration challenges, building/Modifying a Dynamics AX SSRS Report, managing SSAS Cubes, and Role Centers. For the full class description and details, please sign into the registration system here: http://axugsummit.com/pre-conference-training/

Monday October 21, 2013 8:00am - 5:00pm
CC-TBA
  • CPE Eligible Yes
  • Audience Beginner
  • Level Intermediate
  • CPE Eligible Yes

8:00am

Optional training: Inventory Setup, Management, and Reconciliation in Dynamics AX 2012
Are you new to Dynamics AX or a long time user confused by the differences in the GL and Perpetual Story? Have you been unable to sufficiently reconcile your inventory on a monthly basis? Do your financial auditors ask how Dynamics AX works and you have trouble describing the mechanics that make up your balances? This is the course for the Dynamics AX 2012 financial users to associate the fiscal reporting and balancing needs with the system functions by viewing the entire setup and processing representation in the application. For the full class description and details, please sign into the registration system here: http://axugsummit.com/pre-conference-training/

Monday October 21, 2013 8:00am - 5:00pm
CC-TBA

8:00am

Optional training: Master Planning in Dynamics AX 2009
This class is a comprehensive review of the theory, practice, implementation, and common errors regarding Master Planning and Production Scheduling in Microsoft Dynamics AX 2009. We'll review in detail Master Planning theory, setup best practices and typical mistakes made, integration of transfer orders in the planning processing, the importance of BOM and inventory accuracy, use of effective lead times, and more. For the full class description and details, please sign into the registration system here: http://axugsummit.com/pre-conference-training/

Monday October 21, 2013 8:00am - 5:00pm
CC-TBA
  • CPE Eligible Yes
  • Audience Intermediate
  • Level Intermediate
  • CPE Eligible Yes

1:00pm

Optional training: Advanced Management Reporter
Maximize your Microsoft Management Reporter product knowledge! Take your MR knowledge to the next level, and learn to create advanced financial reports like balance sheets, statements of cash flows, and multi-company consolidations. In this deep dive we'll also cover spreadsheet linking, and learn about report distribution and analysis tools available in Management Reporter. This course is perfect for those who have already been using FRx or Management Reporter and want to take their Management Reporter skills to the next level. For the full class description and details, please sign into the registration system here: http://axugsummit.com/pre-conference-training/

Monday October 21, 2013 1:00pm - 5:00pm
CC-TBA

1:00pm

Optional Training: Integration in Dynamics AX 2012 Using Services:  Interfacing has Never been Easier
The course will introduce you to the concept of Services in AX 2012, available features, how to setup services, how to generate artifacts needed for services.

Monday October 21, 2013 1:00pm - 5:00pm
CC-TBA

1:00pm

Optional training: SharePoint 101
Do you have SharePoint at your organization and are not sure how to use it? Are you struggling with the site you are already using? Join this class to solidify your understanding of the basics of SharePoint. We’ll explore all the basic features (document management, list management, etc.) of SharePoint through the use of hands on lab work. For the full class description and details, please sign into the registration system here: http://axugsummit.com/pre-conference-training/

Monday October 21, 2013 1:00pm - 5:00pm
CC-TBA
  • CPE Eligible Yes
  • Audience Beginner
  • Level Beginner
  • CPE Eligible Yes

1:00pm

Optional Training: Understanding Product Configuration in Dynamics AX 2012
Product configuration is an often sought, but rarely effectively used area of Dynamics AX. In this four hour course, you will learn about the product configurator features and functions available in Dynamics AX 2012. You will review how the configurator works, the setups required, and how transactions ultimately flow in and out of the product configurator.

Monday October 21, 2013 1:00pm - 5:00pm
CC-TBA

1:00pm

Optional training: Understanding the Dynamics AX 2012 Security Model
With the introduction of Dynamics AX 2012, Microsoft has made significant changes to the security and licensing models. Learn about the new features of role-based security and how these changes apply to your organization. We will cover Primary Changes from Dynamics AX 4 and Dynamics AX 2009, concepts of Role-Based Security in Dynamics AX 2012, understanding Roles, Duties, and Privileges, configuring Segregation of duties, Managing Users and Roles, and security Upgrade Best Practices. For the full class description and details, please sign into the registration system here: http://axugsummit.com/pre-conference-training/

Monday October 21, 2013 1:00pm - 5:00pm
CC-TBA
  • CPE Eligible Yes
  • Audience Beginner
  • Level Advanced
  • CPE Eligible Yes
 
Tuesday, October 22
 

8:00am

Optional Training: Compliance for Techies: Internal Control Approaches for Dynamics AX Code Management
Customizations are a fact of life for any organization running Dynamics AX. Learn about strategies to manage and deploy your customizations across environments, and most importantly to production, in ways that will keep your auditors happy.

Tuesday October 22, 2013 8:00am - 12:00pm
CC-TBA

8:00am

Optional training: Introduction to Forecaster
Want to do away with the pains of budgeting spreadsheets? Learn how to set up and configure Microsoft Forecaster in less than one day for basic budget input. This training will include populating budget segments, creating rollups for summarized reporting, and creating a budget input set for data entry including the flexible line, column and calculation set architecture of Forecaster. This class is perfect for those considering or beginning a Forecaster implementation. We will start from scratch with this excellent out-of-the-box application to share with you the setup steps needed to begin budgeting. For the full class description and details, please sign into the registration system here: http://axugsummit.com/pre-conference-training/

Tuesday October 22, 2013 8:00am - 12:00pm
CC-TBA

8:00am

Optional training: Introduction to Management Reporter (repeat)
If you haven't started thinking about migrating to Microsoft Management Reporter, it's time! This course will focus on introducing and demonstrating the concepts of Management Reporter to users who are new to the product. The class will start with a brief demonstration, and then move on to an overview of building blocks and navigation. We will step through creating a trial balance and detailed income statement. Next, take the design process a step further and see how Reporting Trees add power and flexibility to your reporting process. Last, use the skills you have learned to do Side by Side Reporting. For the full class description and details, please sign into the registration system here: http://axugsummit.com/pre-conference-training/

Tuesday October 22, 2013 8:00am - 12:00pm
CC-TBA

8:00am

Optional training: Understanding the Dynamics AX 2012 Data Model (repeat)
With the introduction of Dynamics AX 2012, Microsoft normalized many of the key areas of the system. The changes were implemented to reduce data duplication and enable complex relationships with entities. This course will guide you through the changes and how best to embrace them. Whether you are building a data warehouse or upgrading your existing modifications, it is important to understand the improved foundation of these core systems. For the full class description and details, please sign into the registration system here: http://axugsummit.com/pre-conference-training/

Tuesday October 22, 2013 8:00am - 12:00pm
CC-TBA

8:00am

Optional training: Dynamics AX Development Methodologies and Techniques
If you want to leverage Dynamics AX to better support your organization's business operations, this hands-on session is a must. We will demonstrate and discuss best practice development practices for in-house Dynamics AX developers who support and manage Dynamics AX applications. You will learn about available development management tools and methods, as well as walk through examples of best practices for Dynamics AX development leading to a high performance, stable environment, while lowering your support costs. During the second half of the training class, we will touch on the more intermediate level technical changes from Dynamics AX 2009 to 2012. For the full class description and details, please sign into the registration system here: http://axugsummit.com/pre-conference-training/

Tuesday October 22, 2013 8:00am - 5:00pm
CC-TBA
  • CPE Eligible Yes
  • Audience Intermediate
  • Level Intermediate
  • CPE Eligible Yes

8:00am

Optional training: Inventory Costing in Dynamics AX 2009
Confused by costing in Dynamics AX? Don't miss this opportunity for a detailed dissection of how costing works in Dynamics AX 2009 to learn about Weighted Average, FIFO, and LIFO (emphasis of the class), with less emphasis on Standard Cost, fundamental costing methodology and issues in Dynamics AX 2009, Issues vs. Receipts and how Dynamics AX ties them together, Physical vs. Financial Inventory, with application of physical costs to inventory calculations, calculations using Inventory Models after Closing, and more. For the full class description and details, please sign into the registration system here: http://axugsummit.com/pre-conference-training/

Tuesday October 22, 2013 8:00am - 5:00pm
CC-TBA

8:00am

Optional training: Master Planning in Dynamics AX 2012
This class is a comprehensive review of the theory, practice, implementation, and common errors regarding Master Planning and Production Scheduling in Microsoft Dynamics AX 2012. We'll review in detail Master Planning theory, setup best practices and typical mistakes made, integration of transfer orders in the planning processing, the importance of BOM and inventory accuracy, use of effective lead times, and much more. For the full class description and details, please sign into the registration system here: http://axugsummit.com/pre-conference-training/

Tuesday October 22, 2013 8:00am - 5:00pm
CC-TBA
  • CPE Eligible Yes
  • Audience Intermediate
  • Level Intermediate
  • CPE Eligible Yes

8:00am

Optional Training: Maximizing Your Warehouse Management Operations in Dynamics AX 2012
This course will provide the background you need to set up, manage, and improve warehouse operations with Microsoft Dynamics AX 2012. The course will walk you through the variety of settings and parameter decisions that first must be made to configure warehouses in Dynamics AX 2012, and then will proceed into the transaction side of warehouse operations in Dynamics AX 2012. Learn how transactions are defined, how the effective set up and configuration of your company’s warehouse can lead to easier warehouse management and better order fulfillment and supply chain operations in your organization.

Tuesday October 22, 2013 8:00am - 5:00pm
CC-TBA

8:00am

Optional Training: SSRS Deep Dive: Plunge into the Depth of Dynamics AX SSRS Reporting System and Start Making Better Reports
Do you want to master your reporting skills in AX 2012? Do you believe you can bring down the time you spend with report development? This session will take you through the depths of SSRS reports and help you in mastering your skills with AX report development. This class will guide to improve your basic reporting skills in Dynamics AX. You will understand the inner workings of the reporting framework, help you design and handle issues better from Reports. Increase the value of your reports by learning how graphical components in reports could make them more useful and interesting to read. Adopting best practices and knowing the methods to debug can bring down production issues and speed up trouble shooting.

Tuesday October 22, 2013 8:00am - 5:00pm
CC-TBA

8:00am

Optional training: SSRS Magic: Unlocking the Power of SSRS for Robust Reporting with Dynamics AX
Interested in SQL Reporting Services with Dynamics AX, but not quite sure where to begin?  SSRS is a powerful tool that enables you to see the Dynamics AX data you need – and you don’t need to be a developer to use it.  This class will take you through the basics of using SQL Reporting Services to create, modify, and access reports for Dynamics AX.  You will learn how the standard reports available in Dynamics AX can be added to via the robust reporting capabilities of SSRS, when used in conjunction with Dynamics AX. SSRS and Dynamics AX provide a powerful solution that you already own, why not take advantage of that opportunity. This course will provide you the information and knowledge you need to create ‘magic’ with your reporting in Dynamics AX. You do not need to be a developer or possess advanced technical knowledge of benefit from this course and be a part of the ‘magic’ of SSRS and Dynamics.

Tuesday October 22, 2013 8:00am - 5:00pm
CC-TBA

1:00pm

Optional training: Advanced Forecaster
Want to do away with the pains of budgeting spreadsheets? Learn how to design, maintain and use advanced features within Microsoft Forecaster. This training will include detailed report building concepts for line item data details, human resource data details, capital data details and revenue data details, as well as revenue detail setup and other variance reporting options. This class is perfect for those responsible for the administration of a Forecaster installation and budgeting process. For the full class description and details, please sign into the registration system here: http://axugsummit.com/pre-conference-training/

Tuesday October 22, 2013 1:00pm - 5:00pm
CC-TBA

1:00pm

Optional training: Advanced Management Reporter (repeat)
Maximize your Microsoft Management Reporter product knowledge! Take your MR knowledge to the next level, and learn to create advanced financial reports like balance sheets, statements of cash flows, and mutli-company consolidations. In this deep dive we'll also cover spreadsheet linking, and learn about report distribution and analysis tools available in Management Reporter. This course is perfect for those who have already been using FRx or Management Reporter and want to take their Management Reporter skills to the next level. For the full class description and details, please sign into the registration system here: http://axugsummit.com/pre-conference-training/

Tuesday October 22, 2013 1:00pm - 5:00pm
CC-TBA

1:00pm

Optional training: Dynamics AX Performance Optimization: Making Your Database and Code Fly!!!
Dynamics AX tools for both Dynamics AX 2012 and Dynamics AX 2009, with settings properly configured and used, are powerful tools for supporting your Dynamics AX installations. In this hands-on session, experienced Dynamics AX developers and administrators will learn how to use Dynamics AX, SQL and external tools to monitor, debug, and troubleshoot performance and stability issues. This class is taught in and will discuss Dynamics AX 2012, however, many of the techniques and tools will relate to 2009, especially depending on which version of SQL is being used. For the full class description and details, please sign into the registration system here: http://axugsummit.com/pre-conference-training/

Tuesday October 22, 2013 1:00pm - 5:00pm
CC-TBA

1:00pm

Optional Training: SharePoint for Site Owners
Congratulations, you have been granted ownership of your very own SharePoint site! Now what? Come to this class to gain a greater understanding of what your responsibilities and capabilities are as a site owner. Topics will include security, content types, basic workflow, auditing, and page layouts.

Tuesday October 22, 2013 1:00pm - 5:00pm
CC-TBA

1:00pm

Optional training: Understanding the Dynamics AX 2012 Security Model (repeat)
With the introduction of Dynamics AX 2012, Microsoft has made significant changes to the security and licensing models. Learn about the new features of role-based security and how these changes apply to your organization. We will cover Primary Changes from Dynamics AX 4 and Dynamics AX 2009, concepts of Role-Based Security in Dynamics AX 2012, understanding Roles, Duties, and Privileges, configuring Segregation of duties, Managing Users and Roles, and security Upgrade Best Practices. For the full class description and details, please sign into the registration system here: http://axugsummit.com/pre-conference-training/

Tuesday October 22, 2013 1:00pm - 5:00pm
CC-TBA

5:00pm

Expo Welcome Reception
Maximize your time at the AXUG Summit and connect with the community in the Expo Hall. Dedicated time is reserved so you can elevate your learning and discover valuable solutions and services. And don't forget about visiting the Microsoft Support Desk in the Expo as well - key Dynamics AX support experts are on-hand to help you!

Tuesday October 22, 2013 5:00pm - 8:00pm
CC-West Hall
  • CPE Eligible No
  • Audience All
 
Wednesday, October 23
 

7:00am

Continential Breakfast and Networking
Enjoy a light breakfast to start your day and network with fellow members of the Dynamics AX community.

Wednesday October 23, 2013 7:00am - 8:00am
CC-Ballroom A-D
  • CPE Eligible No
  • Audience All

8:00am

Opening General Session with Keynote Tony Dungy
Falling in line with this year's AXUG Summit theme, this session is sure to inspire you - to elevate you - to reach new heights! We're pleased to welcome Tony Dungy - former Super Bowl-winning NFL Head Coach and New York Times best-selling author - as our keynote speaker. Coach Dungy's leadership philosophy of quiet strength, respect, and solidarity helped elevate the teams he coached to the pinnacle of success, time and time again. Be inspired as you listen to Coach Dungy share his views on the importance of goals, integrity, discipline and overcoming adversity, and walk away with ideas for putting these principles to work in your personal and professional life.

Wednesday October 23, 2013 8:00am - 9:30am
CC-Ballroom A-D
  • CPE Eligible No
  • Audience All

10:00am

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.


Wednesday October 23, 2013 10:00am - 11:00am
CC-19

10:00am

'Just the Facts, Ma’am”: What Makes Data-Driven Organizations Better
There’s no doubt the data-driven business is trumping the old HIPPO (Highest Paid Personal Opinion) model - and for good reason. Research shows data-driven operations are more profitable, efficient and better places to work. But how do you go about making the move from gut-feel to fact-based decisions? Researcher and economist Ray Major shows how to leverage your business information and transform your company into a lean, mean (and more profitable) data-driven machine.

Speakers

Wednesday October 23, 2013 10:00am - 11:00am
CC-09
  • CPE Eligible No
  • Audience All

10:00am

CANCELED - Excel Journal Entries - Now That Was Easy!
This session has been CANCELED. It will be rescheduled as an AXUG webinar. Excel is a popular tool with Microsoft 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.


Wednesday October 23, 2013 10:00am - 11:00am
CC-12

10:00am

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 to starting Hi-Vue Solutions, LLC, Troy worked for four years with several Microsoft Gold Certified Partners primarily as an AX Application Consultant on... Read More →


Wednesday October 23, 2013 10:00am - 11:00am
CC-01/02

10:00am

Stop the Invoice Paper Chase: A/P Automation for Microsoft Dynamics AX
Many companies are challenged to increase productivity without increasing costs, and utilize employees in more value-added processes, especially in departments traditionally known for repetitive, manual processing like accounts payable. Luckily, process improvements remain within your means, as A/P has consistently been one of the best places to find cost savings and quick return on investment. Best-in-class A/P departments have realized increased visibility, better audit capability and compliance, increased efficiency, and reduction of time and effort with A/P reform for Dynamics AX. But of the many possible initiatives, which makes best sense for your company? Join this discussion to learn how you should prioritize these opportunities and build the proper business case to obtain approval within your organization to move forward with a new A/P project initiative. We will review successful initiatives to achieve operational efficiencies in accounts payable, such as data capture & OCR, workflow, e-invoicing, document management & archives and other components of process improvement.

Speakers
avatar for Annie Schrenk

Annie Schrenk

Marketing Manager - Partners & Channel Alliances, ReadSoft


Wednesday October 23, 2013 10:00am - 11:00am
CC-36
  • CPE Eligible No
  • Audience All

10:00am

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.


Wednesday October 23, 2013 10:00am - 11:00am
CC-16
  • CPE Eligible No
  • Audience All

10:00am

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.


Wednesday October 23, 2013 10:00am - 11:00am
CC-17

10:00am

Diving into 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, and as legal structures and companies become more complicated, the proper setup and use becomes ever more important. This session will provide insight into how intercompany works, how it is set up, and how a variety of special situations are handled.


Wednesday October 23, 2013 10:00am - 11:00am
CC-13

10:00am

How2: Dynamics AX 2012 R2 Companion Apps - How they are Built and How to Set Them Up
With Dynamics AX 2012 R2 you now can easily develop your own apps to work with your business software. In this How2 session, learn more about the these Windows 8 apps, what they are, how they are built and how to set them up against your AX 2012 R2 system. See how companion apps can be a real help for your users going forward. This session will include a review of some apps currently available.

Speakers
avatar for Carlos Ortiz

Carlos Ortiz

Senior Software Design Engineer Lead, Microsoft
I work in the Service Industries development team for Dynamics AX. Specifically the Expense management functionality.


Wednesday October 23, 2013 10:00am - 11:00am
CC-31/32

10:00am

Tips and Tricks for Accounts Payable in Microsoft Dynamics AX 2012
Do you want to learn how to increase efficiency and productivity by taking advantage of your investment in Accounts Payable in Dynamics AX 2012? Join us in this session to explore invoicing and payment tips to streamline your processes. Learn how the features in Dynamics AX 2012 make your A/P processes easier to set up, implement, and transact in!

Speakers

Wednesday October 23, 2013 10:00am - 11:00am
CC-15

10:00am

What's New in Microsoft Dynamics AX 2012 R2
The latest release of Dynamics AX 2012 R2 provided even more great functionality for business users and executives alike. In this fast paced session, we will review these new features and explain how industries and users are benefiting from this latest version of Dynamics AX 2012.

Speakers
PR

Pepijn Richter

Director Product Marketing, Microsoft


Wednesday October 23, 2013 10:00am - 11:00am
CC-14
  • CPE Eligible No
  • Audience All

10:00am

Lean Manufacturing in Microsoft Dynamics AX 2012
Learn more about the lean manufacturing functionality in Dynamics AX 2012 in this presentation session. As you move down the path to a lean environment, Dynamics AX 2012 can assist. In this session, listen as lean manufacturing functionality is reviewed and best practices for utilizing this functionality are discussed.

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 more specialized modules like production, service management, and project accounting. You can find all of his books on Amazon (www.amazon.com/author/murrayfife) and... Read More →


Wednesday October 23, 2013 10:00am - 11:00am
CC-03/04
  • CPE Eligible No
  • Audience All

10:00am

Financial Reporting for Microsoft Dynamics AX 2012
Management Reporter (MR) is the recommended application to use for creating your financial reports with Microsoft Dynamics AX 2012, so you'll not want to miss this review on how to design and distribute basic financial reports to your users in a predictable way. We’ll also explore how Management Reporter can take advantage of your dimensional data, budget data, and organization hierarchies.

Speakers

Wednesday October 23, 2013 10:00am - 11:00am
CC-11
  • CPE Eligible No
  • Audience All

10:00am

Robust Security Methodologies and Approaches with Microsoft Dynamics AX
The Dynamics AX 2012 Security Model Framework is much more advanced than AX 2009.  However, it requires best practices in order to manage it and incorporate it in your company.  We'll discuss those best practices in this session, and make sure to bring in your questions for a lively discussion!


Wednesday October 23, 2013 10:00am - 11:00am
CC-07/08

10:00am

How2: Dissecting Supply Chain Role Centers
Have you been interested in implementing role centers in your organization? This session will take a deep dive into the supply chain related role centers and their features. Learn how to set up these role centers and hear how users in the company who have supply chain 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 Sciences industries. But I have dabbled in several others. | | You can ask me just about anything related to AX, and if I don't have the answer, I will find someone... Read More →


Wednesday October 23, 2013 10:00am - 11:00am
CC-30B

10:00am

Best Practices for Managing the Microsoft Dynamics AX Development Environment
In this session, you will learn more about the best practices for managing the Dynamics AX development environment. Learn what tools are available, what others are using, and how best to control your Dynamics AX code. Members of the Software Architects SIG are encouraged to attend this session.

Speakers
avatar for Joris de Gruyter

Joris de Gruyter

Dynamics AX Development Manager, Sikich LLP


Wednesday October 23, 2013 10:00am - 11:00am
CC-05/06
  • CPE Eligible Yes
  • Audience Intermediate
  • Level Intermediate
  • CPE Eligible Yes

10:00am

How2: Migrating MorphX Reports to SSRS
Have you developed lots of really cool reports with MorphX but now want to move them over to SSRS? If so, don't miss this How2 session where the steps for migrating those reports over to SSRS will be reviewed in detail. Give your MorphX reports new life when you make them SSRS reports. This session will be your guide!

Speakers

Wednesday October 23, 2013 10:00am - 11:00am
CC-39

10:00am

Don’t Be “That Guy” – Common Mistakes to Avoid When Implementing Microsoft Dynamics AX
We’ve all heard stories about ERP implementations gone wrong; cases where a company can’t ship product or close its financial reports because its ERP implementation has gone awry. In these cases, the person leading the implementation is on the hot seat or worse. Don’t be “That Guy”! If you’re in the process of implementing Dynamics AX (or perhaps re-implementing it), there are a number of pitfalls that you’ll want to avoid to ensure a successful implementation. This session will share the dos and don’ts of a good implementation, and offer best tips and tricks. Don’t miss this informative session. Your organization’s future might very well depend on it!

Speakers

Wednesday October 23, 2013 10:00am - 11:00am
CC-18
  • CPE Eligible No
  • Audience All

11:15am

CPM Roadmap for Dynamics - The Future for CPM is Looking Good!
Looking to learn more about MR, Forecaster, and the other BI reporting tools available to use with Dynamics AX? Get the inside scoop on the Microsoft roadmap for BI tools with Dynamics AX. Corporate Performance Management (CPM) includes BI, and Microsoft has plenty of exciting plans for CPM under the Dynamics line that will be covered.

Speakers

Wednesday October 23, 2013 11:15am - 12:15pm
CC-12
  • CPE Eligible No
  • Audience All

11:15am

Navigating and Maximizing the CRM Functionality in Microsoft Dynamics AX: Easy Steps to Get More Out of the CRM Module
Many sales and marketing users of Dynamics AX want to do more with the CRM functionality in AX, but aren't sure how to proceed. We'll answer many of your questions about the CRM module of Dynamics AX and how to use this functionality to greatly enhance your sales, marketing, campaign management, and contact management process areas. This session is a must for those users who feel they are not getting enough out of the CRM functionality in Dynamics AX.

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 Sciences industries. But I have dabbled in several others. | | You can ask me just about anything related to AX, and if I don't have the answer, I will find someone... Read More →


Wednesday October 23, 2013 11:15am - 12:15pm
CC-16

11:15am

CFO Roundtable
This roundtable will present a unique opportunity to hear directly from other Finance executives 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.
MG

Michael Gesser

VP Finance and CFO, Osmotica Pharmaceutical


Wednesday October 23, 2013 11:15am - 12:15pm
CC-09
  • CPE Eligible No
  • Audience All
  • Level All
  • CPE Eligible No

11:15am

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 to starting Hi-Vue Solutions, LLC, Troy worked for four years with several Microsoft Gold Certified Partners primarily as an AX Application Consultant on... Read More →


Wednesday October 23, 2013 11:15am - 12:15pm
CC-19

11:15am

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
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 AX.  Has many times been contracted to help audit and resolve difficult financial posting and process problems.  Regular speaker and trainer for... Read More →


Wednesday October 23, 2013 11:15am - 12:15pm
CC-10

11:15am

Unlocking the Power of Dimensions and Account Structures in Microsoft Dynamics AX 2012
Are you fully utilizing dimensions in your Dynamics AX system? It's OK - many of us aren't. In this session learn how dimensions and account structures in Dynamics AX 2012 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!


Wednesday October 23, 2013 11:15am - 12:15pm
CC-01/02

11:15am

Ramping Up with Microsoft Dynamics AX 2012 for Retail
Microsoft Dynamics AX 2012 takes retail to a whole new level. If your company is a retailer, don't miss this exciting session to learn about the powerful, multi-channel retail functionality now available in Dynamics AX 2012.

Speakers

Wednesday October 23, 2013 11:15am - 12:15pm
CC-15
  • CPE Eligible No
  • Audience All

11:15am

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 more specialized modules like production, service management, and project accounting. You can find all of his books on Amazon (www.amazon.com/author/murrayfife) and... Read More →


Wednesday October 23, 2013 11:15am - 12:15pm
CC-14

11:15am

Life Sciences Roundtable - Share Your Experiences
Don't miss this roundtable session where users in the Life Sciences industry, along with industry experts, will listen, learn, and share their experiences with utilizing Microsoft Dynamics AX in the Life Sciences industry. Life Science SIG members are encouraged to attend this session.

Speakers
MG

Michael Gesser

VP Finance and CFO, Osmotica Pharmaceutical


Wednesday October 23, 2013 11:15am - 12:15pm
CC-31/32
  • CPE Eligible No
  • Audience All

11:15am

Ramping Up with Microsoft Dynamics AX 2012 for Retail
Microsoft Dynamics AX 2012 takes retail to a whole new level. If your company is a retailer, don't miss this exciting session to learn about the powerful, multi-channel retail functionality now available in Dynamics AX 2012.

Speakers

Wednesday October 23, 2013 11:15am - 12:15pm
CC-15
  • CPE Eligible No
  • Audience All

11:15am

Tips and Tricks with Services and Microsoft Dynamics AX - Learn How to Best Meet Your Services Requirements with AX
Don't miss the chance to learn at least 20 tips for running Dynamics AX in the Services industry. This session will be fast-paced, as tips and tricks are shared that will make users more efficient in their daily use of AX to support business process in the services industry. Learn tricks that you may have been missing and see how Dynamics AX can be a powerful tool to meet very specific services needs.


Wednesday October 23, 2013 11:15am - 12:15pm
CC-39

11:15am

Mastering Scheduling in Microsoft Dynamics AX - Tips and Tricks to Help You Optimize Your MRP Runs and S&OP (Part I of II)
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 the often confusing aspects of Dynamics AX. This two part session summarizes the major S&OP scenarios for using master scheduling logic, and focuses on a few basic scenarios. It provides a detailed walk-through of the key screens and fields related to performing the master scheduling task, the use of key outputs, and the key information impacting master scheduling logic. The detailed walk-through will reflect AX 2012 R2 capabilities, but audience questions about previous AX versions will also be addressed. Part I of II.

Speakers

Wednesday October 23, 2013 11:15am - 12:15pm
CC-03/04

11:15am

Inside Microsoft Dynamics AX 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.


Wednesday October 23, 2013 11:15am - 12:15pm
CC-30B

11:15am

Microsoft 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
avatar for Maggie Fumic

Maggie Fumic

Senior Consultant, Client Strategy Group
AX 2012 Security | Global Address Book | AX 2012 R3 Demand Forecast Planning


Wednesday October 23, 2013 11:15am - 12:15pm
CC-11
  • CPE Eligible No
  • Audience All

11:15am

Who’s a Warehouse Management System Really Designed for, What are the Benefits and Risks, and Where Do You Fit?
The new Microsoft warehousing functionality is an optional, highly complex WMS that can open doors to larger distribution opportunities, while traditional Dynamics AX warehousing functionality will continue to be an attractive option for many users. Determining what’s right for your business – taking into account warehousing expertise, requirements, implementation, hardware and mobility – is an important decision. Let’s have an open discussion and dialogue around this hot topic and help you decide.


Wednesday October 23, 2013 11:15am - 12:15pm
CC-17
  • CPE Eligible No
  • Audience All

11:15am

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

Speakers
avatar for Joris de Gruyter

Joris de Gruyter

Dynamics AX Development Manager, Sikich LLP


Wednesday October 23, 2013 11:15am - 12:15pm
CC-05/06

11:15am

Mostly Sunny - Microsoft Dynamics AX in the Cloud
What are the Architectural Overview and Enterprise decisions you should be focused on when evaluating the costs/benefit of a Cloud deployment? Microsoft Dynamics AX offers multiple deployment options which can serve your organization in a wide spectrum of roles. We'll step through the important considerations and provide you the framework to feel comfortable.

Speakers

Wednesday October 23, 2013 11:15am - 12:15pm
CC-13
  • CPE Eligible No
  • Audience All
  • Level Intermediate
  • CPE Eligible Yes

11:15am

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

Wednesday October 23, 2013 11:15am - 12:15pm
CC-07/08

11:15am

Best Practices for Managing Dynamics AX 2012 Upgrades (Part I of Double Session)
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 Microsoft Sure Step Tools 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. This is part I of a double session.

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, life sciences, high tech, and food retail & distribution industries. | | Arbela specializes in large multi-national implementations often with complex... Read More →


Wednesday October 23, 2013 11:15am - 12:15pm
CC-18

12:00pm

AXUG Board of Advisors Lunch (by invitation only)
AXUG Board of Advisors Lunch (by invitation only)

Wednesday October 23, 2013 12:00pm - 1:00pm
CC-30B
  • CPE Eligible No
  • Audience All

12:00pm

Lunch and Expo
Use this opportunity to network with fellow attendees over lunch, and then visit the Expo to learn about the valuable solutions and services available from our sponsors and exhibitors.

Wednesday October 23, 2013 12:00pm - 2:00pm
CC-West Hall
  • CPE Eligible No
  • Audience All

2:00pm

20 Ways To Integrate Systems With Microsoft Dynamics AX - Edgewater Fullscope
Microsoft Dynamics AX has built-in capability to integrate with external systems but how do you pick the right technology for the job? Whether you need to integrate Dynamics AX with your TMS, WMS or production systems, or you need to make external data available within Dynamics AX, this is the session for you. Join us as we cover the full spectrum of interface technologies available with Dynamics AX 2009 and 2012, from Services and Document Exchanges to Serial and TCP/IP, and talk about the do’s and don’ts for each of them.

Speakers

Wednesday October 23, 2013 2:00pm - 3:00pm
CC-10
  • CPE Eligible No
  • Audience All
  • Level Beginner
  • CPE Eligible No

2:00pm

Building an AP Automation Business Case: The 5 Critical Success Factors - Bottomline Technologies
AP automation has become perhaps the single greatest driver of financial process efficiencies and cost-savings. With benefits ranging from improved invoice visibility, reduced invoice-to-pay lifecycles, and the elimination of manual paper handling, it’s hard to understand why an organization would NOT consider it.  Yet many companies still struggle to build a business case for AP automation, specifically within their IT departments – a group already burdened with applications for which ROI is elusive. This session will review factors required for a successful business case, including requirements for financial and IT stakeholders.

Speakers

Wednesday October 23, 2013 2:00pm - 3:00pm
CC-12
  • CPE Eligible No
  • Audience All
  • Level Beginner
  • CPE Eligible No

2:00pm

Charging Ahead of the Competition with ‘Buy, Not Build’ Analytics – ZAP Business Intelligence
Choosing the right Business Intelligence solution to complement the wealth of data in your ERP system is an important and difficult decision.  Many organizations opt to build this functionality - a proposition that is expensive and risky; and often times not scalable. For those who choose to buy a BI solution, the decision can be difficult, with so many vendors providing solutions that do not deliver or focus too much on intangible areas. While collaboration and social media are valuable, are they the things that are keeping you up at night when thinking about information-sharing across your business? Most likely not; it is the ability to access simple reports and analytics from a trusted data source that are easily consumed by employees across all areas of your business. THAT IS ZAP. Join our one hour session as we discuss the pros and cons of Buying vs. Building Business Intelligence. Learn why over the past 12 months more and more organizations are choosing ZAP for their Business Intelligence solution. The first 75 people to register and attend will receive a USB Flash Charger!

Speakers

Wednesday October 23, 2013 2:00pm - 3:00pm
CC-14
  • CPE Eligible No
  • Audience All
  • Level Beginner
  • CPE Eligible No

2:00pm

Consider Dynamics AX in the Cloud - enVista
Microsoft Dynamics GOLD partner enVista hosts almost a dozen Dynamics AX installations.  This presentation will review the checklist you should consider before deciding to move to a cloud-based and/or managed service.  enVista will present findings from its experiences with Dynamics AX hosting clients. Key take-aways include: Reducing overall capital expense, Alleviating IT staffing constraints, Accelerating upgrades and integrations, Achieving flexibility in infrastructure – more power when you need it and only when you need it , Figuring out the best model for your business.

Speakers

Wednesday October 23, 2013 2:00pm - 3:00pm
CC-17
  • CPE Eligible No
  • Audience All
  • Level Beginner
  • CPE Eligible No

2:00pm

Dynamics AX Reporting & BI – Microsoft Dynamics AX – It’s not just for ERP anymore - HaloBI
As the business world undergoes a transformation from “gut feeling” to “data driven” decision-making, new systems are combining operational information with big data, vendor/customer collaboration tools, and mobile computing to grow Dynamics AX’s role from the heart of the business into the brains as well. Join Halo BI’s Brandon Kirby as he presents an exciting look at how leading enterprises are leveraging Dynamics AX and proving it’s not just for ERP anymore.

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 Top 100 list for many years in a row. Brandon possesses the combination of product knowledge and industry expertise, which contributes to his success in acquiring... Read More →


Wednesday October 23, 2013 2:00pm - 3:00pm
CC-13
  • CPE Eligible No
  • Audience All
  • Level Beginner
  • CPE Eligible No

2:00pm

Efficient Project Planning and Document Management: A Piece of Cake! - AXtension
AXtension solutions deliver user centered functionality allowing customers to achieve more accurate project- and document management, thereby increasing efficiency and safeguarding their bottom line investment. AXtension enhances the Dynamics AX platform and lets you deliver in time and within budget, improving efficiency and elevating your customer satisfaction level. AXtension solutions offer high ROI, are certified for AX 2012 (CfMD), and are available on AX 2012 R2 and AX 2009. AX 2012 'R3'… We are ready, are you?


Wednesday October 23, 2013 2:00pm - 3:00pm
CC-16
  • CPE Eligible No
  • Audience All

2:00pm

Improving Retail Supplier Relationships through better Planning, Execution, & Compliance - Green Beacon
Selling to Retailers can be a challenge. Is your organization feeling the pressures placed on you by the retailer to get the right products, at the right time, and in the right quantities?  Are your systems limiting your growth and profitability?  If so, then let us show you how to grow your revenues and profitability through better Structured Demand Planning, Efficient Pre-season program and promotion planning, In season re-evaluation, Tracking, Compliance, & Chargebacks, and Retailer specific EDI integration.

Speakers

Wednesday October 23, 2013 2:00pm - 3:00pm
CC-18
  • CPE Eligible No
  • Audience All
  • Level Beginner
  • CPE Eligible No

2:00pm

Leverage Barcoding in your Production Facilities for a Competitive Advantage - RF-SMART
Do you lack shop floor visibility? Ever had “inventory uncertainty” because your finished goods aren’t captured in real time? Would you like to tie finished production to the raw material batches used? If you answered yes to any of these questions, join us to learn how to put barcoding to work for you by extending it to your production operations. You’ll walk away with tips to maximize inventory utilization, increase visibility and reduce labor costs.

Speakers

Wednesday October 23, 2013 2:00pm - 3:00pm
CC-05/06
  • CPE Eligible No
  • Audience All
  • Level Beginner
  • CPE Eligible No

2:00pm

Planning your Dynamics AX 2012 R2 Upgrade: What’s the Scope? - Client Strategy Group
Identifying the scope of a Dynamics AX 2012 R2 Upgrade is a critical component of managing expectation about project benefits, cost and duration. Join the Client Strategy Group (CSG) as we discuss the different areas that need to be considered to properly plan your upgrade to Dynamics AX 2012 R2. CSG will review upgrade topics: • Systems & Infrastructure readiness
• Custom Code Migration
• Integration and Interface considerations
• Data Migration Planning
• Resource Allocation
• Scope Management


Wednesday October 23, 2013 2:00pm - 3:00pm
CC-15
  • CPE Eligible No
  • Audience All
  • Level Beginner
  • CPE Eligible No

2:00pm

Preview Microsoft’s Dynamics AX 2012 Upcoming Release for Warehousing and Transportation Capabilities - Blue Horseshoe
By adding warehouse and transportation management capabilities from Blue Horseshoe to the core foundation of Microsoft Dynamics AX 2012, users will no longer require third parties for barcoding, radio frequency, data collection, WMS, TMS, and other advanced features. Get a sneak peek from which these new capabilities are based, plus see additional solutions to further improve visibility and productivity across your supply chain to reduce costs. Stop by Blue Horseshoe booth #301.

Speakers

Wednesday October 23, 2013 2:00pm - 3:00pm
CC-09
  • CPE Eligible No
  • Audience All
  • Level Beginner
  • CPE Eligible No

2:00pm

Pushing Your Supply Chain Costs Downstream - Data Masons
Do you know why customers require EDI as a condition to doing business with them? They have the ability to push supply chain costs down to you. In this session, you will learn how Vantage Point EDI enables you to push costs back down through your supply chain by transacting electronically with Suppliers, Carriers and Public Warehouses. Also hear a customer’s perspective on how they successfully implemented our cost-effective integrated EDI solution for Dynamics AX.

Speakers
GM

Glenn McPeak

Data Masons Software


Wednesday October 23, 2013 2:00pm - 3:00pm
CC-01/02
  • CPE Eligible No
  • Audience All
  • Level Beginner
  • CPE Eligible No

2:00pm

Putting Your Data to Work: Choosing the Right BI strategy - Sunrise Technologies
Business Intelligence is more than just a tool.  It starts with owning your data and deciding how to make it work best for you.  In this session, Microsoft MVP Brandon George will provide real-world examples of how to diagnose BI requirements and formulate them into an actionable project plan and budget.  He will explore several tool options, ranging from core Microsoft stack and Dynamics AX solutions to external packages that cover the entire enterprise.


Wednesday October 23, 2013 2:00pm - 3:00pm
CC-11
  • CPE Eligible No
  • Audience All
  • Level Beginner
  • CPE Eligible No

2:00pm

Simplify Dynamics AX Security – Best Practices for Making Security and Audits Easier - Fastpath
How do you know if you are granting the right access to Dynamics AX? Do your groups 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 World 100 Most Influential People for his work in IT compliance solutions. | Mr. Snook has been designing audit and compliance solutions for over 10 years and has... Read More →


Wednesday October 23, 2013 2:00pm - 3:00pm
CC-03/04
  • CPE Eligible No
  • Audience All
  • Level Beginner
  • CPE Eligible No

2:00pm

The Cost of Servicing Your Customer - Next Generation Logistics and NMB Solutions
Join us for a discussion on how Transportation Management Software can help shippers identify, track, and manage the true cost of servicing customers. The dynamics of effectively managing your freight and transportation are constantly in flux as customer demands, carrier capacity issues, and inventories require shippers to perform at their best. We will discuss how shippers can improve dock congestion, manage freight profitability by customer, and improve overall efficiencies by leveraging a transportation management system.  

Speakers
JR

John Riske

Next Generation
avatar for Aristides (Ari) Smith

Aristides (Ari) Smith

President & CEO, Next Generation Logistics
I Love cycling, spin class and jogging! Previous to NGL, I was Executive Vice President of Operations for Staley Continental Foodservice a $ 2.5 Billion food manufacturer and distributor where I headed up operations for multiple divisions. I had the honor to be part of the UPS team as Manager of Industrial Engineering for a number of years and served overseas during the company’s expansion into Germany training new employees in UPS delivery... Read More →


Wednesday October 23, 2013 2:00pm - 3:00pm
CC-07/08
  • CPE Eligible No
  • Audience All
  • Level Beginner
  • CPE Eligible No

2:00pm

Expo Open (By Appointment Only)
These are bonus Expo Hall hours, available by appointment only. If you have specific exhibitors you'd like to meet with, please schedule an appointment during these hours to meet one-on-one with them in the Expo Hall. Note that some exhibitors may not be available, as breakout sessions are also happening at this time.

Wednesday October 23, 2013 2:00pm - 4:00pm
CC-West Hall
  • CPE Eligible No
  • Audience All

3:30pm

Enhance Your Leadership Effectiveness through Adjusting Your Influencing Style
What separates the most effective communicators from their less successful counterparts? The ability to influence others. Influence is the art of getting others to take your lead and adopt an idea, practice or action that you believe is best for them. Effective influencing is about adjusting your influencing style to the preferred style of others. Join this workshop to become more aware of your influencing style, and learn about 10 positive influencing tactics that will help you be a more effective communicator and leader.

Speakers

Wednesday October 23, 2013 3:30pm - 4:30pm
CC-09
  • CPE Eligible No
  • Audience All
  • Level All
  • CPE Eligible No

3:30pm

Keeping Your Customer's Data Safe
As IT functions continue their march toward service-oriented delivery models, the responsibility for data protection is becoming blurred. As evident from recent news stories, there are clear financial and reputational impacts when data is compromised or stolen. Industry and regulatory standards, such as HIPAA and PCI DSS, seek to force service organizations to protect customer data. But, to be successful with protecting the customer data entrusted to your organization, you must go further and integrate a holistic approach into your organization. Join us to understand the current issues, risks, and approaches in this rapidly evolving field.


Wednesday October 23, 2013 3:30pm - 4:30pm
CC-30B
  • CPE Eligible No
  • Audience All

3:30pm

How2: 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 Sciences industries. But I have dabbled in several others. | | You can ask me just about anything related to AX, and if I don't have the answer, I will find someone... Read More →


Wednesday October 23, 2013 3:30pm - 4:30pm
CC-19

3:30pm

Customer Showcase Theatre - Osmotica Pharmaceutical
Running any software in a highly regulated industry like Life Sciences can be challenging. In this exciting customer showcase session listen as AXUG member Osmotica Pharmaceutical tells their story of implementing Dynamics AX to meet their complex business needs. Learn how it's not just the software that provides the solution to their success.

Speakers
MG

Michael Gesser

VP Finance and CFO, Osmotica Pharmaceutical


Wednesday October 23, 2013 3:30pm - 4:30pm
CC-31/32
  • CPE Eligible No
  • Audience All

3:30pm

What's New with the Dynamics AX Customer and Partner Feedback Programs
Join us for an overview of our Dynamics AX Customer and Partner Feedback Programs, including case studies from customer and partner deployments from our recent programs.​ Many users are not aware of these feedback programs and how they can help shape the future direction of Dynamics AX, so we hope you will join this presentation session to find out more about these programs and the opportunities provided.


Wednesday October 23, 2013 3:30pm - 4:30pm
CC-36
  • CPE Eligible No
  • Audience All

3:30pm

Dynamics AX 2012 Chart of Accounts and Balances: Tips to Make Your COA Dazzle
This session will cover the top tips for setting up and using the different building blocks available for the Dynamics AX 2012 chart of accounts. Setting up efficient balance calculations and using the new trial balance features will also be covered.

Speakers
avatar for Kim Nelson

Kim Nelson

Senior Program Manager, Microsoft
Hello! I am a Senior Program Manager for the Dynamics AX financials team. My primary areas of focus are the General Ledger and Fixed Assets modules but am happy to discuss any area of AX financials.


Wednesday October 23, 2013 3:30pm - 4:30pm
CC-15

3:30pm

From Wish to Receipt in Microsoft Dynamics AX - Now That's Cool
​From an employee's initial purchasing need through vendor onboarding, Dynamics AX can now make this process easy and efficient. In this session we will cover the processes in Dynamics AX to handle the procurement catalog, purchasing policies, purchase requisition through purchase approval, and external communication with the vendor to final product receipt. See how this all ties together to make the procurement process in Dynamics AX really cool!


Wednesday October 23, 2013 3:30pm - 4:30pm
CC-13
  • CPE Eligible No
  • Audience ALL

3:30pm

Tips and Tricks for Accounts Receivable in Microsoft Dynamics AX 2012
​Do you want to learn how to increase efficiency and productivity by taking advantage of your investment in Accounts Receivable in Dynamics AX 2012?  Join us in this session to explore invoicing, payment and collection tips to streamline your processes. Learn how the features in Dynamics AX 2012 make your A/R processes easier to set up, implement, and transact in!

Speakers

Wednesday October 23, 2013 3:30pm - 4:30pm
CC-14

3:30pm

Tips and Tricks with Project Accounting in Dynamics AX 2012 R2
Don't miss this insightful review of Project Accounting in Dynamics AX 2012 R2. Project Management and accounting concepts and uses will be highlighted in this fast-paced session. Concepts to be covered include the enhancements that began with Dynamics AX 2009, including the use of funding sources to support the Public Sector and grants requirements where revenue is allocated/contributed by multiple sources. We will examine how workflows are applied to quotations thru to budgeting approval, and also dive into forecasting based on either project and sub-project scheduling or detailed forecasting utilizing work breakdown structure (WBS), providing detailed tasks, and assignments through costing. Finally, we will touch on finishing with project controls improvements using Excel exporting.

Speakers

Wednesday October 23, 2013 3:30pm - 4:30pm
CC-11

3:30pm

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.


Wednesday October 23, 2013 3:30pm - 4:30pm
CC-39
  • CPE Eligible No
  • Audience All

3:30pm

Learn How to Use and Plan for Co-Products and Shelf Life Items Inside Dynamics AX
Attend this double-header of a planning session to learn the various ways to plan and manage your co-product items in manufacturing. Get a clearer understanding of co-products and how they are used in disassembly operations, and with other formula items. In the second half of the session, we’ll be covering how to plan and manage items with short shelf life durations. Learn how to manage these items without the use of disposition codes and reports.

Speakers

Wednesday October 23, 2013 3:30pm - 4:30pm
CC-17

3:30pm

Mastering Scheduling in Microsoft Dynamics AX - Tips and Tricks to Help You Optimize Your MRP Runs and S&OP (Part II of II)
The second of a two-part session covers master scheduling in additional S&OP scenarios. It builds on the previously-covered content, and employs the same approach for a detailed walk-through of key screens/fields, outputs and information. The detailed walk-through will reflect AX 2012 R2 capabilities, but audience questions about previous AX versions (and different S&OP scenarios) will also be addressed. Part II of II.

Speakers

Wednesday October 23, 2013 3:30pm - 4:30pm
CC-03/04

3:30pm

Diving into the New 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

Wednesday October 23, 2013 3:30pm - 4:30pm
CC-16
  • CPE Eligible No
  • Audience All

3:30pm

Improve Your ERP Lifecycle with LifeCycle Services
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.


Wednesday October 23, 2013 3:30pm - 4:30pm
CC-12
  • CPE Eligible No
  • Audience All

3:30pm

Reporting with Microsoft Dynamics AX 2012
There are many new reporting capabilities within Dynamics AX 2012, driven by the tight integration with the Microsoft stack. In this session, you will learn about these reporting capabilities and walk away with a long list of ideas to leverage these new opportunities.


Wednesday October 23, 2013 3:30pm - 4:30pm
CC-01/02

3:30pm

Managing an Enterprise Project with the Microsoft Sure Step Methodology
The toolset that is available for Project Governance through SureStep, 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

Wednesday October 23, 2013 3:30pm - 4:30pm
CC-10

3:30pm

All in One: Creating Consolidated Financial Statements
Do you need to consolidate your financial statements across companies, with data outside of Microsoft Dynamics AX, or view eliminations? Join us to learn how to design consolidated financial statements across companies with the same chart of accounts and periods, different chart of accounts and periods, different Microsoft Dynamics ERPs with data outside of Microsoft Dynamics and include columns for eliminations. This session will show you the true reporting power when using Management Reporter with Dynamics AX. This is a shared AXUG and GPUG session.

Speakers

Wednesday October 23, 2013 3:30pm - 4:30pm
CC-22

3:30pm

Diving into the New 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

Wednesday October 23, 2013 3:30pm - 4:30pm
CC-16
  • CPE Eligible No
  • Audience All

3:30pm

Microsoft Dynamics AX Development Cycle Build Strategies: Keys for Keeping Your Code in the Right Place!
Have mismatched Dev, Test, Pre-Prod, or Prod environments been giving you nightmares? How about compile errors and mis-matched id's? Moving XPOs is risky business, so bring your Tom Cruise sunglasses to this session, as we discuss strategies to maintain your environments, move layers (builds) and solve synchronization issues, allowing you to vastly improve your stabilization.


Wednesday October 23, 2013 3:30pm - 4:30pm
CC-05/06

3:30pm

Best Practices for Managing Dynamics AX 2012 Upgrades (Part II of Double Session)
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 Microsoft Sure Step Tools 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. This is part II of a double session.

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, life sciences, high tech, and food retail & distribution industries. | | Arbela specializes in large multi-national implementations often with complex... Read More →


Wednesday October 23, 2013 3:30pm - 4:30pm
CC-18

3:30pm

Managing Multiple ISV Solutions in Dynamics AX 2012 - Helping Keep Everyone Happy!
Do you have or are you considering installing a number of ISV solutions in your AX 2012? Are you facing complex merges, version updates or upgrades? Here you will find a set of guidelines to help you steer through planning, implementation and maintenance of multiple ISVs.

Speakers

Wednesday October 23, 2013 3:30pm - Thursday October 24, 2013 4:30pm
CC-07/08

5:00pm

Three Keys Things You Need to Know Before Deploying a BI Solution
You are finally stable and all G/L 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 3 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 fellow AX users 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 Services, Gina served many large global clients mainly in the manufacturing industry, and then at Microsoft, Gina managed a team dedicated to serving Microsoft... Read More →


Wednesday October 23, 2013 5:00pm - 6:00pm
CC-12
  • CPE Eligible No
  • Audience All

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 23, 2013 5:00pm - 6:00pm
CC-10
  • CPE Eligible No
  • Audience All

5:00pm

Three Keys Things You Need to Know Before Deploying a BI Solution
You are finally stable and all G/L 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 3 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 fellow AX users 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 Services, Gina served many large global clients mainly in the manufacturing industry, and then at Microsoft, Gina managed a team dedicated to serving Microsoft... Read More →


Wednesday October 23, 2013 5:00pm - 6:00pm
CC-12
  • CPE Eligible No
  • Audience All

5:00pm

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
MG

Michael Gesser

VP Finance and CFO, Osmotica Pharmaceutical
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 World 100 Most Influential People for his work in IT compliance solutions. | Mr. Snook has been designing audit and compliance solutions for over 10 years and has... Read More →
avatar for Frank Vukovits

Frank Vukovits

VP - Strategic Partnerships, Fastpath
One of the founders of AXUG and Program Director of AXUG from 2004 to 2015. Have attended too many Summits to count, and hosted way too many webinars to even think about counting. My life before AX was audit and compliance, and I still hold two audit certifications (CIA, CISA). In my role at Fastpath I work with audit firms and implementation partners to help them address the governance, risk, and compliance needs of their customers. I... Read More →


Wednesday October 23, 2013 5:00pm - 6:00pm
CC-01/02
  • CPE Eligible No
  • Audience All

5:00pm

Intercompany v. Inter-unit Accounting in Microsoft Dynamics AX 2012 R2: Which to Use and Why
Should we use the Rapid Start Tool for company setup or go with Inter-unit instead? Depending on your business scenarios, there are multiple areas that are significantly impacted by intercompany functionality, so make sure know where and how. Additionally, we will highlight select functionality that may or may not be available in Legal Entity vs. Inter-unit.


Wednesday October 23, 2013 5:00pm - 6:00pm
CC-36

5:00pm

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 Brian Cates

Brian Cates

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


Wednesday October 23, 2013 5:00pm - 6:00pm
CC-09
  • CPE Eligible No
  • Audience All

5:00pm

Customer Showcase Theatre - Kent WaterSports
Join AXUG member Kent WaterSports as they host a customer showcase session centered around their success with running Dynamics AX in a hosted environment. Learn the how and why behind their decision to move to hosting and share in their experiences about moving to R2 in hosted environment.

Speakers

Wednesday October 23, 2013 5:00pm - 6:00pm
CC-39
  • CPE Eligible No
  • Audience All

5:00pm

Product Builder Roundtable - Lets Chat About PB!
If your company runs Product Builder, more than likely you are interested in talking to others who run PB also. In this roundtable session, come prepared to listen, learn, and share your experiences with PB. AXUG Product Builder Special Interest Group members are encouraged to attend this session.


Wednesday October 23, 2013 5:00pm - 6:00pm
CC-31/32
  • CPE Eligible No
  • Audience All

5:00pm

Budgeting, Planning and Forecasting in Microsoft Dynamics AX 2012
​In this session, we dive into budgeting, planning, execution (control), and reporting in AX 2012. An end-to-end overview, along with a review of planned improvements in these key financial planning areas, will be covered, so that you can leverage the latest enhancements for your budgeting lifecycle.

Speakers

Wednesday October 23, 2013 5:00pm - 6:00pm
CC-14

5:00pm

Implementing Dynamics AX in Brazil: Lessons Learned and Tips for Making Your Project Successful
Every implementation is different, but there are always some constants that need to be in place to ensure success.  In this session, targeted for those users running Dynamics AX in Brazil, listen as lessons learned and tips to increase the success of implementing Dynamics AX in Brazil are shared.  This session is about more than just the software and will include a review of those other areas outside of the AX functionality which need to be considered to provide your implementation the best chance for success.


Wednesday October 23, 2013 5:00pm - 6:00pm
CC-19
  • CPE Eligible No
  • Audience All

5:00pm

Inventory - The First Lean Waste
Many manufacturing companies struggle with addressing lean and the management of their inventory. In this session, the true role of inventory in Manufacturing and Distribution companies will be explained. Learn why less is more as well as techniques for managing with less inventory.

Speakers

Wednesday October 23, 2013 5:00pm - 6:00pm
CC-03/04
  • CPE Eligible No
  • Audience All

5:00pm

Financial Reporting for Microsoft Dynamics AX 2012 (repeat)
Management Reporter (MR) is the recommended application to use for creating your financial reports with Microsoft Dynamics AX 2012, so you'll not want to miss this review on how to design and distribute basic financial reports to your users in a predictable way. We’ll also explore how Management Reporter can take advantage of your dimensional data, budget data, and organization hierarchies.

Speakers

Wednesday October 23, 2013 5:00pm - 6:00pm
CC-15
  • CPE Eligible No
  • Audience All

5:00pm

Overview of Microsoft Dynamics AX 2012 Upgrade Tools
If you are considering an upgrade to Dynamics AX 2012, don't miss this session where the toolkit for upgrading to Dynamics AX 2012 will be reviewed. Learn the proper steps and tools to make your upgrade as efficient as possible on the technical side.

Speakers

Wednesday October 23, 2013 5:00pm - 6:00pm
CC-16
  • CPE Eligible No
  • Audience All

5:00pm

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.


Wednesday October 23, 2013 5:00pm - 6:00pm
CC-30B
  • CPE Eligible No
  • Audience All

5:00pm

FRx, MR, and Forecaster Roundtable - Dynamics CPM Reporting ThinkTank
Microsoft Dynamics CPM has several tools that work with Dynamics AX to make your financial reporting easier and more robust. In this extension of the popular AXUG CPM Friday webinar series, come prepared to listen, learn, and share your experiences with FRx, MR, and Forecaster. This session will include diving into the software as needed, so come prepared to ask or share!

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, Nick has participated in more than 200 consulting and training projects with customers ranging from small, mom and pop organizations to Fortune 500 companies in... Read More →


Wednesday October 23, 2013 5:00pm - 6:00pm
CC-11
  • CPE Eligible No
  • Audience All

5:00pm

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!


Wednesday October 23, 2013 5:00pm - 6:00pm
CC-07/08

5:00pm

Benefits Realization in Transportation Management – Maximizing your ROI
You already spent good money on your Dynamics ERP Software and possibly have or are planning to implement transportation management software (TMS). This session will review the typical opportunity criteria and potential savings by functional area, which will allow you to recover your investment in TMS and possible your entire ERP implementation.

Speakers
avatar for Aristides (Ari) Smith

Aristides (Ari) Smith

President & CEO, Next Generation Logistics
I Love cycling, spin class and jogging! Previous to NGL, I was Executive Vice President of Operations for Staley Continental Foodservice a $ 2.5 Billion food manufacturer and distributor where I headed up operations for multiple divisions. I had the honor to be part of the UPS team as Manager of Industrial Engineering for a number of years and served overseas during the company’s expansion into Germany training new employees in UPS delivery... Read More →


Wednesday October 23, 2013 5:00pm - 6:00pm
CC-17

5:00pm

Help Me Help You: Providing Internal Post Go-Live Support
Great job! Your implementation is complete and you are live on Microsoft Dynamics AX! Now what? What do you do when the users start calling for help? How do you handle requests for modifications? How do you implement additional features? Providing internal support after the go-live is a critical function required for a successful project. This roundtable discussion will focus on providing support and managing change after the implementation. Share your thoughts and get suggestions for managing a help desk and implementing modifications after go-live.

Speakers
PL

Pam Lehmann

Director, Applications, TricorBraun


Wednesday October 23, 2013 5:00pm - 6:00pm
CC-13
  • CPE Eligible No
  • Audience All
  • Level All
  • CPE Eligible No

5:00pm

Microsoft Dynamics AX Code Control Roundtable
There are many ways and approaches for managing a Dynamics AX development environment. In this roundtable session, come prepared to listen, learn, and share your experiences with AX code control. This session will include a discussion around setting up Dynamics AX development environments to meet various development standards, like ITIL and COBIT.

Speakers
avatar for Joris de Gruyter

Joris de Gruyter

Dynamics AX Development Manager, Sikich LLP


Wednesday October 23, 2013 5:00pm - 6:00pm
CC-05/06
  • CPE Eligible No
  • Audience All
  • Level Intermediate
  • CPE Eligible Yes

5:00pm

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.


Wednesday October 23, 2013 5:00pm - 6:00pm
CC-18
  • CPE Eligible No
  • Audience All

6:00pm

Expo Reception
Maximize your time at the AXUG Summit and connect with the community in the Expo Hall. Dedicated time is reserved so you can elevate your learning and discover valuable solutions and services. And don't forget about visiting the Microsoft Support Desk in the Expo as well - key Dynamics AX support experts are on-hand to help you!

Wednesday October 23, 2013 6:00pm - 8:00pm
CC-West Hall
  • CPE Eligible No
  • Audience All
 
Thursday, October 24
 

7:00am

Continential Breakfast and Networking
Enjoy a light breakfast to start your day and network with fellow members of the Dynamics AX community.

Thursday October 24, 2013 7:00am - 8:00am
CC-Ballroom A-B
  • CPE Eligible No
  • Audience All

8:00am

Day Two General Session Keynote
The AXUG Summit has a long of history of great keynote speakers from Microsoft, and we are excited to have back again this year as a keynoter Sri Srinivasan. In his keynote Sri will discuss the future of Microsoft Dynamics AX and highlight key plans from the Dynamics AX roadmap. Learn about not only plans for future releases of Dynamics AX, but also about some exciting new tools available to enhance your current Dynamics AX installation today.

Speakers

Thursday October 24, 2013 8:00am - 9:00am
CC-Ballroom A-B
  • CPE Eligible No
  • Audience All

9:15am

Accounting Intelligence and Business Intelligence: The Perfect Marriage for Success - Precision Point
Considering Business Intelligence? It is essential for the solution to ensure consistency with the financial view. The IT department is responsible for delivery; however, does IT understand the financial complexities? Without critical accounting intelligence your solution may fail to deliver on expectations. Reporting discrepancies will create doubt and may impact adoption. You will learn How BI benefits accounting, How Accounting Intelligence benefits the business and How to increase the adoption of your BI solution.

Speakers

Thursday October 24, 2013 9:15am - 10:15am
CC-14
  • CPE Eligible No
  • Audience All

9:15am

An Expert in Every Chair — Knowledge-enabled ERP - Cincom
Face it. Everybody’s got tribal knowledge trapped in the minds of a limited number of experts, yet the data and daily transactions that drive our business are handled by mortals. We can’t put experts at every desk, but we CAN wire their brains into ERP to guide the mortals. Make better decisions. Improve productivity. Drive more sales. Leverage your experts. In this session, you’ll learn how “knowledge-enabled” transactions can make every user an expert.

Speakers
avatar for Chan Stevens

Chan Stevens

Senior Manufacturing Consultant, Cincom Systems
I'm a knuckle-dragging Neanderthal, having grown up on the shop floor. For more than 20 years, my career has progressed from accounting into materials and operations management, where I have consistently helped firms get better, faster and cheaper by applying vision and insight towards achieving goals, hiring and developing promotable personnel, solving difficult problems by simplifying complexity. | | Specialties: supply chain management... Read More →


Thursday October 24, 2013 9:15am - 10:15am
CC-12
  • CPE Eligible No
  • Audience All
  • Level Beginner
  • CPE Eligible No

9:15am

Barcoding and Mobility: A Better Way - MT Mobility
You don’t need to buy expensive bar-code scanners and end up with confusing, complicated mobile interfaces.  Learn how Marshalltown Company has integrated the iPod Touch with AX to provide an affordable, extensible, and user-friendly barcode mobility solution for factory and warehouse workers.


Thursday October 24, 2013 9:15am - 10:15am
CC-16
  • CPE Eligible No
  • Audience All

9:15am

Dynamics AX Connectivity with Mobile Devices (Apple, Droid or Windows) - Agility Business Solutions
Learn how you can support your Dynamics 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.


Thursday October 24, 2013 9:15am - 10:15am
CC-09
  • CPE Eligible No
  • Audience All

9:15am

eCommerce and Order Entry with Microsoft Dynamics AX - Ignify
Learn about the Ignify eCommerce and Order Entry solutions and how these products can increase revenues and automate order management processes. Learn about: Providing a customer dashboard with invoice and order history; Setting up an ecommerce web store integrated with Microsoft Dynamics AX; Integrating catalog, inventory, pricing with your web store; Order Entry that enables salespersons/CSRs to create new customers, create sales quotes and orders on a web-based interface, etc.

Speakers

Thursday October 24, 2013 9:15am - 10:15am
CC-07/08
  • CPE Eligible No
  • Audience All
  • Level Beginner
  • CPE Eligible No

9:15am

Go Paperless with doc-link – The Key to Enterprise Efficiency! - Altec
Unlock ways for your company to work smarter by going paperless with doc-link Integrated Document Management for Microsoft Dynamics. Attend our session and learn how this scalable and configurable solution increases efficiencies in any department and any process by seamlessly integrating to your current ERP solution. PLUS! Get an opportunity to hear from fellow Dynamics customers who have benefited from doc-link.

Speakers

Thursday October 24, 2013 9:15am - 10:15am
CC-11
  • CPE Eligible No
  • Audience All
  • Level Beginner
  • CPE Eligible No

9:15am

How to Become a “Superplant” Wearing a Dynamics AX Cape - PlanetTogether
Superplant…faster delivery than industry expectations; more reliable than the competition; able to leap to improved profits in a single quarter. This session will provide you with knowledge of Throughput Accounting and Drum/Buffer/Rope scheduling – the super powers needed to attain and sustain market leadership. You will return to your plant with at least one super idea that can be implemented for improved performance within one week.

Speakers

Thursday October 24, 2013 9:15am - 10:15am
CC-15
  • CPE Eligible No
  • Audience All

9:15am

Improve Reporting and Forecasting with Microsoft Management Reporter and Forecaster - MSX Group
Microsoft has excellent, user friendly and cost effective solutions for Corporate Performance Management (CPM) including Microsoft FRx and 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 20 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 11 years consulting at FRx Software and Microsoft where he implemented financial reporting, budgeting, and business intelligence software at over 200 clients world-wide and trained over 5000 end users. In addition, Derek has a MBA education and... Read More →


Thursday October 24, 2013 9:15am - 10:15am
CC-13
  • CPE Eligible No
  • Audience All

9:15am

Optimize your Microsoft Dynamics® AX 2012 Project with Sikich Accelerator Solutions - Sikich
Learn how to overcome the challenge of master setup of Microsoft Dynamics® AX 2012 during new implementations and upgrades. In this session you will see how our innovative Master Setup Accelerator for Microsoft Dynamics® AX 2012, MSA™ optimizes setup across environments with powerful compare and control features. In addition you’ll also learn about our Master Process Accelerator for Microsoft Dynamics® AX 2012, with over 150 best-practice business process maps for discrete manufacturers that provide direct links into Microsoft Dynamics AX 2012 that help ensure a streamlined implementation with reduced training and documentation costs. This session is designed for System Administrators, Business Analysts or anyone with responsibility for new installations or upgrades of Dynamics AX 2012.

Speakers
avatar for Joris de Gruyter

Joris de Gruyter

Dynamics AX Development Manager, Sikich LLP


Thursday October 24, 2013 9:15am - 10:15am
CC-19
  • CPE Eligible No
  • Audience All

9:15am

Preview Microsoft’s Dynamics AX 2012 Upcoming Release for Warehousing and Transportation Capabilities - Blue Horseshoe
By adding warehouse and transportation management capabilities from Blue Horseshoe to the core foundation of Microsoft Dynamics AX 2012, users will no longer require third parties for barcoding, radio frequency, data collection, WMS, TMS, and other advanced features. Get a sneak peek from which these new capabilities are based, plus see additional solutions to further improve visibility and productivity across your supply chain to reduce costs. Stop by Blue Horseshoe booth #301.

Speakers

Thursday October 24, 2013 9:15am - 10:15am
CC-09
  • CPE Eligible No
  • Audience All

9:15am

Protect Dynamics AX – Optimizing Your Business through Improved Security and Controls - Fastpath
Potential fraud, lost revenue, data loss and negative publicity can all result from poorly designed and implemented security controls within Dynamics AX. Join security and compliance experts Fastpath for an exploration of the security challenges companies face today and the best practices for establishing automated monitoring controls which can significantly reduce system risks, operating costs and improve reporting.

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 World 100 Most Influential People for his work in IT compliance solutions. | Mr. Snook has been designing audit and compliance solutions for over 10 years and has... Read More →


Thursday October 24, 2013 9:15am - 10:15am
CC-03/04
  • CPE Eligible No
  • Audience All
  • Level Beginner
  • CPE Eligible No

9:15am

Pushing Your Supply Chain Costs Downstream - Data Masons
Do you know why customers require EDI as a condition to doing business with them? They have the ability to push supply chain costs down to you. In this session, you will learn how Vantage Point EDI enables you to push costs back down through your supply chain by transacting electronically with Suppliers, Carriers and Public Warehouses. Also hear a customer’s perspective on how they successfully implemented our cost-effective integrated EDI solution for Dynamics AX.

Speakers
GM

Glenn McPeak

Data Masons Software


Thursday October 24, 2013 9:15am - 10:15am
CC-01/02
  • CPE Eligible No
  • Audience All
  • Level Beginner
  • CPE Eligible No

9:15am

Real-time Reporting and Upload into Dynamics AX from Microsoft Office Using Atlas - Globe Software
Improve your productivity and efficiency using Atlas for all of your Microsoft office integration. In this session, you'll see how real-time reporting with drill-down can be done from within Microsoft Office with ease.    Improve your productivity and efficiency by eliminating the need to rekey data in Microsoft Dynamics AX by using the simple and secure upload capabilities for your implementation phase as well as your day-to-day operational procedures such as to load journals, budgets, orders.

Speakers
JC

Jason Carter

Regional Channel Manager - Americas, Globe Software


Thursday October 24, 2013 9:15am - 10:15am
CC-10
  • CPE Eligible No
  • Audience All
  • Level Beginner
  • CPE Eligible No

9:15am

Revolutionize Your Reporting and Budgeting for Dynamics AX with BI360 - Solver
In this session, you'll see how to build your Microsoft Dynamics AX reports in BI360. With BI360 you can run reports through Excel or Web browser (including mobile), and create automated narrative reports for Dynamics AX (yes, it's more exciting than numbers!) BI360 is the only complete Business Intelligence suite for Dynamics AX. Our easy to design web-based dashboards will be demonstrated, and you will also see how BI360 completely automates your budgeting and forecasting processes. Don't settle for text comments on reports, see how BI360 gives you full Social Collaboration to drive performance and results.

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.


Thursday October 24, 2013 9:15am - 10:15am
CC-17
  • CPE Eligible No
  • Audience All

9:15am

Warehouse Management: What Does the New AX Functionality Mean to You? - RF-SMART
Microsoft Dynamics AX 2012 Warehouse Management is being overhauled to introduce new functionality that can open doors to large, complex distribution operations. But it won’t be for everyone. “Will this fit my business?”  “What about my budget?” “What options are available to me?”  If you’ve asked yourself any of these questions, come talk with the warehousing experts and get the answers you need to position your business for success.

Speakers

Thursday October 24, 2013 9:15am - 10:15am
CC-05/06
  • CPE Eligible No
  • Audience All
  • Level Beginner
  • CPE Eligible No

10:15am

Expo
Take advantage of this final opportunity to browse some of the top solutions available through the Dynamics Partner community.

Thursday October 24, 2013 10:15am - 12:15pm
CC-West Hall
  • CPE Eligible No
  • Audience All

12:00pm

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

Thursday October 24, 2013 12:00pm - 1:00pm
CC-30B
  • CPE Eligible No
  • Audience All

12:15pm

Networking Lunch
Sit down and enjoy a nice lunch and network with other AXUG Summit attendees.

Thursday October 24, 2013 12:15pm - 1:15pm
CC-Ballroom A-B
  • CPE Eligible No
  • Audience All

1:15pm

Wisdom While You Walk - Business Analysts
Wisdom Walks are an exploratory learning activity that will match you with a small group of fellow AXUG Summit attendees in the business analyst role 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.

Thursday October 24, 2013 1:15pm - 2:15pm
CC-18
  • CPE Eligible No
  • Audience All

1:15pm

Wisdom While You Walk - Controllers
Wisdom Walks are an exploratory learning activity that will match you with a small group of fellow AXUG Summit attendees in the controller role 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.

Thursday October 24, 2013 1:15pm - 2:15pm
CC-16
  • CPE Eligible No
  • Audience All

1:15pm

Wisdom While You Walk - Database Administrators
Wisdom Walks are an exploratory learning activity that will match you with a small group of fellow AXUG Summit attendees in the DBA role 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.

Thursday October 24, 2013 1:15pm - 2:15pm
CC-13
  • CPE Eligible No
  • Audience All

1:15pm

Wisdom While You Walk - Executives
Wisdom Walks are an exploratory learning activity that will match you with a small group of fellow Executive Management attendees 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.

Thursday October 24, 2013 1:15pm - 2:15pm
CC-09
  • CPE Eligible No
  • Audience All

1:15pm

Wisdom While You Walk - HR Specialists
Wisdom Walks are an exploratory learning activity that will match you with a small group of fellow AXUG Summit attendees in the HR role 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.

Thursday October 24, 2013 1:15pm - 2:15pm
CC-12
  • CPE Eligible No
  • Audience All

1:15pm

Wisdom While You Walk - Master Planners
Wisdom Walks are an exploratory learning activity that will match you with a small group of fellow AXUG Summit attendees in the Master Planner role 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.

Thursday October 24, 2013 1:15pm - 2:15pm
CC-03/04
  • CPE Eligible No
  • Audience All

1:15pm

Wisdom While You Walk - Partner Implementation Consultants
Wisdom Walks are an exploratory learning activity that will match you with a small group of fellow AXUG Summit attendees in the implementation role at a partner, 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 partners only.

Thursday October 24, 2013 1:15pm - 2:15pm
CC-14
  • CPE Eligible No
  • Audience All

1:15pm

Wisdom While You Walk - Partner Sales/Marketing Specialists
Wisdom Walks are an exploratory learning activity that will match you with a small group of fellow AXUG Summit attendees in the sales and marketing roles at a partner, 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 partners only.

Thursday October 24, 2013 1:15pm - 2:15pm
CC-15
  • CPE Eligible No
  • Audience All

1:15pm

Wisdom While You Walk - Project Managers
Wisdom Walks are an exploratory learning activity that will match you with a small group of fellow AXUG Summit attendees in the PM role 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.

Thursday October 24, 2013 1:15pm - 2:15pm
CC-19
  • CPE Eligible No
  • Audience All

1:15pm

Wisdom While You Walk - Purchasing Managers
Wisdom Walks are an exploratory learning activity that will match you with a small group of fellow AXUG Summit attendees in the purchasing manager role 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.

Speakers
DW

Daniel Walter

Production Planning Manager, Australian Gold


Thursday October 24, 2013 1:15pm - 2:15pm
CC-01/02
  • CPE Eligible No
  • Audience All

1:15pm

Wisdom While You Walk - Sales/Marketing Specialists
Wisdom Walks are an exploratory learning activity that will match you with a small group of fellow AXUG Summit attendees in the sales and marketing roles 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.

Speakers

Thursday October 24, 2013 1:15pm - 2:15pm
CC-10
  • CPE Eligible No
  • Audience All

1:15pm

Wisdom While You Walk - Security Administrators
Wisdom Walks are an exploratory learning activity that will match you with a small group of fellow AXUG Summit attendees in the security administrator role 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.

Thursday October 24, 2013 1:15pm - 2:15pm
CC-07/08
  • CPE Eligible No
  • Audience All

1:15pm

Wisdom While You Walk - Software Developers
Wisdom Walks are an exploratory learning activity that will match you with a small group of fellow AXUG Summit attendees in the software developer role 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.

Speakers

Thursday October 24, 2013 1:15pm - 2:15pm
CC-05/06
  • CPE Eligible No
  • Audience All

1:15pm

Wisdom While You Walk - Warehouse Supervisors
Wisdom Walks are an exploratory learning activity that will match you with a small group of fellow AXUG Summit attendees in the warehouse supervisor role 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.

Thursday October 24, 2013 1:15pm - 2:15pm
CC-17
  • CPE Eligible No
  • Audience All

2:30pm

BI That Leverages Your Most Valuable Asset: Your People
Fact: data is dumb, people are smart. That’s why a successful implementation needs to be designed not to impress with the latest gee-wiz interface, but to deliver information to the people who can make it valuable. From employing common technologies like the Microsoft BI stack, to leveraging app-free mobile technologies and integrated collaboration tools, BI can make sense of the dumb data to empower your people with the right information at the right time so they can make the decisions that keep your business growing.

Speakers
avatar for Brian Cates

Brian Cates

EVP Sales & Operations, Copper State Bolt & Nut Co.
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 Top 100 list for many years in a row. Brandon possesses the combination of product knowledge and industry expertise, which contributes to his success in acquiring... Read More →


Thursday October 24, 2013 2:30pm - 3:30pm
CC-12
  • CPE Eligible No
  • Audience All

2:30pm

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 24, 2013 2:30pm - 3:30pm
CC-10
  • CPE Eligible No
  • Audience All

2:30pm

'Just the Facts, Ma’am”: What Makes Data-Driven Organizations Better (repeat)
There’s no doubt the data-driven business is trumping the old HIPPO (Highest Paid Personal Opinion) model - and for good reason. Research shows data-driven operations are more profitable, efficient and better places to work. But how do you go about making the move from gut-feel to fact-based decisions? Researcher and economist Ray Major shows how to leverage your business information and transform your company into a lean, mean (and more profitable) data-driven machine. This is a repeat session.

Speakers

Thursday October 24, 2013 2:30pm - 3:30pm
CC-16
  • CPE Eligible No
  • Audience All

2:30pm

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

Thursday October 24, 2013 2:30pm - 3:30pm
CC-09
  • CPE Eligible No
  • Audience All
  • Level All
  • CPE Eligible No

2:30pm

How2: Consolidations and Eliminations in Microsoft Dynamics AX 2009 and Dynamics AX 2012
In this How2 session, learn the exact steps required to handle eliminations and to consolidate financials in Dynamics AX 2009 and Dynamics AX 2012. 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
avatar for Richard Draper

Richard Draper

Dynamics AX Enterprise Solution Advisor,Partner, AXmentor


Thursday October 24, 2013 2:30pm - 3:30pm
CC-01/02

2:30pm

Customer Showcase Theatre - Micro-Matic
Many companies struggle with forecasting, but not Micro-Matic. In this customer showcase session, they'll share the power of forecasting and how, by applying forecasting techniques with Dynamics AX, they have been able to optimize many areas in their manufacturing and distribution processes.


Thursday October 24, 2013 2:30pm - 3:30pm
CC-39
  • CPE Eligible No
  • Audience All

2:30pm

Exploring Microsoft Dynamics AX 2012 R2 Master Scheduling Enhancements - Tips and Tricks to Make the Master Scheduler Smile!
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'll also go through some master planning and scheduling tips and tricks that are sure to put a smile on your master planner's face.

Speakers
avatar for Christian Rytt

Christian Rytt

Senior Program Manager, Microsoft


Thursday October 24, 2013 2:30pm - 3:30pm
CC-14

2:30pm

How to Achieve a Wildly Successful Implementation with Your 3rd Party Products
Some implementations go well, some do not, and there is a huge mix of both in-between. We have found that there are some consistencies the most successful projects within the manufacturing and supply chain realm. Sharing these success stories will be customer references so you can hear first-hand – from users – what "good" looks like. You'll hear some of the best practices common in these stories, so you can follow these at your organization.

Speakers

Thursday October 24, 2013 2:30pm - 3:30pm
CC-17

2:30pm

Procure to Pay - From a Cost and Financial Accounting Perspective
​The procure-to-pay process provides organization with control and visibility from the purchase through when the final invoice is processed. In this session we will explore the options available for controllers and accounting managers to achieve this in AX 2012. We will cover both cost and financial accounting, from setup, through processing, to reports and reconciliation.


Thursday October 24, 2013 2:30pm - 3:30pm
CC-19
  • CPE Eligible No
  • Audience ALL

2:30pm

Life Sciences and Microsoft Dynamics AX - Approaches for Meeting Your Regulatory Requirements
More and more companies in the life sciences industry are running Dynamics AX. In this session learn more about the various methods and approaches for setting up and configuring AX to meet the regulatory and special requirements the life science industry requires. Life Science SIG members are encouraged to attend this session.

Speakers

Thursday October 24, 2013 2:30pm - 3:30pm
CC-31/32
  • CPE Eligible No
  • Audience All

2:30pm

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
avatar for Frank Vukovits

Frank Vukovits

VP - Strategic Partnerships, Fastpath
One of the founders of AXUG and Program Director of AXUG from 2004 to 2015. Have attended too many Summits to count, and hosted way too many webinars to even think about counting. My life before AX was audit and compliance, and I still hold two audit certifications (CIA, CISA). In my role at Fastpath I work with audit firms and implementation partners to help them address the governance, risk, and compliance needs of their customers. I... Read More →


Thursday October 24, 2013 2:30pm - 3:30pm
CC-36
  • CPE Eligible No
  • Audience All

2:30pm

Ask the Experts - MRP (Master Resource Planning)
In this lively panel discussion with Master Planning gurus, learn tips and tricks to help you optimize your MRP runs. Listen, learn, and share experiences with others around running MRP and optimizing production schedules. Come prepared with solid questions to challenge this AXUG panel of user and partner MRP experts. This session will help you understand how MRP can allow your company to more effectively plan and schedule your manufacturing operations.

Speakers
avatar for Dan Perko

Dan Perko

Senior Consultant/Principal, New Dawn Solutions, LLC
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 AX.  Has many times been contracted to help audit and resolve difficult financial posting and process problems.  Regular speaker and trainer for... Read More →


Thursday October 24, 2013 2:30pm - 3:30pm
CC-03/04

2:30pm

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 the Help Server search tool to access product help files and the Web. We’ll show you how to customize the Help Server content by supplementing the existing content or by creating new content stores of your own. Discover the various kinds of content Microsoft ships in the product, and posts on TechNet, MSDN, CustomerSource, and InformationSource.


Thursday October 24, 2013 2:30pm - 3:30pm
CC-15

2:30pm

Understanding the New 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 24, 2013 2:30pm - 3:30pm
CC-30B
  • CPE Eligible No
  • Audience All

2:30pm

Using Forecaster for Microsoft Dynamics AX
Today's dynamic business environment requires flexible budget development with fast, easy revision capabilities. In this session, learn how Forecaster can help you meet your financial planning and budgeting requirements and help you plan for the future realistically.

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. Email Noah.Moseley@MSXGroup.com with any questions you may have on these products. Noah will also be at Booth #343 if you would like to meet him in person while in... Read More →


Thursday October 24, 2013 2:30pm - 3:30pm
CC-11

2:30pm

Microsoft Dynamics AX 2009 Security Roundtable
Don't miss this always 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.


Thursday October 24, 2013 2:30pm - 3:30pm
CC-07/08
  • CPE Eligible No
  • Audience All

2:30pm

How to Achieve a Wildly Successful Implementation with Your 3rd Party Products
Some implementations go well, some do not, and there is a huge mix of both in-between. We have found that there are some consistencies the most successful projects within the manufacturing and supply chain realm. Sharing these success stories will be customer references so you can hear first-hand – from users – what "good" looks like. You'll hear some of the best practices common in these stories, so you can follow these at your organization.

Speakers

Thursday October 24, 2013 2:30pm - 3:30pm
CC-17

2:30pm

How2: Creating New Enterprise Portal Pages in Microsoft Dynamics AX 2012
In this presentation you will see the three development tools needed for developing custom Enterprise Portal pages. You will see how to start in Dynamics AX to create a list page and deploy the page to the portal, and then how to use SharePoint to create new detail pages for the portal and link them to a list page field. Finally, you will also see how Visual Studio is used to create new web controls for completely new displays of AX data on custom Enterprise Portal pages.

Speakers

Thursday October 24, 2013 2:30pm - 3:30pm
CC-13

2:30pm

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. Don't miss it!

Thursday October 24, 2013 2:30pm - 3:30pm
CC-05/06
  • CPE Eligible No
  • Audience Intermediate
  • Level Intermediate
  • CPE Eligible Yes

2:30pm

Dynamics AX 2012 Upgrade Partner Member Panel
Listen in as fellow AXUG partner members share their Dynamics AX 2012 upgrade client experiences. Partners have the unique perspective of working on multiple client upgrade projects. This panel discussion will highlight some common themes that you may or may not have heard presented from the user side of the upgrade story. 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.


Thursday October 24, 2013 2:30pm - 3:30pm
CC-18
  • CPE Eligible No
  • Audience All

4:00pm

Exploring Business Intelligence Delivery Approaches and Options
There are many different approaches that can be used to build a data warehouse with Dynamics AX data. In this session, learn more about the different options available, Microsoft tools that can be used, and how all of this works with Dynamics AX from a technical perspective.


Thursday October 24, 2013 4:00pm - 5:00pm
CC-12

4:00pm

Microsoft Conduit - Manufacturing
Microsoft Conduits are your exclusive chance to speak directly with members of the Microsoft AX product team. Conduit topics range from providing feedback on current challenges, reviewing planned enhancements with future versions, or discussing ideas or resources. The agenda for this session will focus on manufacturing. Please note an NDA may be required before attending this session.

Speakers

Thursday October 24, 2013 4:00pm - 5:00pm
CC-05/06
  • CPE Eligible No
  • Audience All

4:00pm

What’s New with Connector for Microsoft Dynamics V3: Integrating Microsoft Dynamics with Microsoft Dynamics CRM
Learn what new features and capabilities are included in the latest release of Connector for Microsoft Dynamics.  If you have been using CRM Connector for some time and are wondering why you should upgrade, this session is definitely for you.  You will see first-hand what the re-designed service can do to better integrate Dynamics CRM with your Dynamics ERP software. This is shared session with the AXUG and GPUG.

Speakers
CH

Chris Hetzler

Senior Program Manager, Microsoft


Thursday October 24, 2013 4:00pm - 5:00pm
CC-10
  • CPE Eligible No
  • Audience All

4:00pm

Don’t Be “That Executive” – Common Mistakes to Avoid When Implementing Microsoft Dynamics AX
We’ve all heard stories about ERP implementations gone wrong; cases where a company can’t ship product or close its financial reports because its ERP implementation has failed. In these cases, the executives sponsoring the implementation find themselves in the hot seat, or worse. All we have to say is, don’t be “That Executive”! If your company is in the process of implementing Dynamics AX (or perhaps re-implementing it), there are a number of pitfalls that you’ll want to avoid to ensure a successful implementation. This session will share the dos and don’ts of a good implementation from an executive perspective. Don’t miss this informative session. Your organization’s future might very well depend on it!


Thursday October 24, 2013 4:00pm - 5:00pm
CC-16
  • CPE Eligible No
  • Audience All

4:00pm

Is Your Company Overdosing on BI?
As CFOs, we love business intelligence. Performance metrics are like happy pills for us - they trigger endorphins that make us happy when we start crunching and analyzing. But how much focus on business performance is too much? In a recent study of 2,300 companies only 10 were able to grow their net income by 5% each year for 10 years. The best way to achieve high performance today, and improve tomorrow, is by simultaneously concentrating on both performance and organizational health. Join us to hear what these companies are doing right, and how you can get the most from your BI by supplementing it with an organizational health regimen.

Speakers

Thursday October 24, 2013 4:00pm - 5:00pm
CC-30B
  • CPE Eligible No
  • Audience All

4:00pm

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 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
avatar for Richard Draper

Richard Draper

Dynamics AX Enterprise Solution Advisor,Partner, AXmentor


Thursday October 24, 2013 4:00pm - 5:00pm
CC-01/02

4:00pm

Living with Microsoft Dynamics AX Under Sarbanes-Oxley (SOX)
Do your groups/roles have risks associated with inherent segregation of duties? How do you monitor changes to critical data? Is your security set up the way it needs to be? Are you struggling to meet SOX requirements? Don’t let your Dynamics AX system stand in your way. Attend this session to learn tips and tricks to make sure the auditors have the information they need during your next audit.

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 World 100 Most Influential People for his work in IT compliance solutions. | Mr. Snook has been designing audit and compliance solutions for over 10 years and has... Read More →


Thursday October 24, 2013 4:00pm - 5:00pm
CC-18
  • CPE Eligible No
  • Audience All

4:00pm

CANCELED - Customer Showcase Theatre - Olympic Steel
This session has been canceled due to a speaker cancellation. Don't miss this customer showcase session as AXUG member Olympic Steel shares their R2 upgrade story. Listen as they explain not only the tools used, but how their upgrade project was able to finish on schedule, with the support of internal and external resources. All upgrades are different, but hear one that is sure to give you some ideas for your company to follow.

Speakers

Thursday October 24, 2013 4:00pm - 5:00pm
CC-36
  • CPE Eligible No
  • Audience All

4:00pm

Challenge the Experts: Microsoft MVP Panel
This is the session to get 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 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 more specialized modules like production, service management, and project accounting. You can find all of his books on Amazon (www.amazon.com/author/murrayfife) and... Read More →
avatar for Joris de Gruyter

Joris de Gruyter

Dynamics AX Development Manager, Sikich LLP


Thursday October 24, 2013 4:00pm - 5:00pm
CC-09
  • CPE Eligible No
  • Audience All

4:00pm

Exploring Capable to Promise and Build to Order Functions Inside Microsoft Dynamics AX 2012
Learn how Dynamics AX 2012 supports your Build-to-order scenarios with the delivery date control type Capable to promise. Understand the role of the Dynamic plan and the supply policies in AX. We'll also cover how Sales event kanbans can be combined with Capable To Promise and build a flexible and responsive Build-to-order solutions, and what is new in AX 2012 with regards to CTP and Event kanban processes.

Speakers
avatar for Christian Rytt

Christian Rytt

Senior Program Manager, Microsoft


Thursday October 24, 2013 4:00pm - 5:00pm
CC-15
  • CPE Eligible No
  • Audience All

4:00pm

Microsoft Dynamics AX 2012 Experiences: Lessons Learned, Year Two
Last year at the AXUG Summit, a 12-month view of Dynamics AX 2012 was shared in this popular "Lessons Learned in 12 Months" session. Now updated for Summit 2013, this is an invaluable opportunity to hear about the lessons learned, on the functional side, from two years of using of Dynamics AX 2012. We'll cover some of the challenges and cool successes that Dynamics AX 2012 can provide you, as an educated user!


Thursday October 24, 2013 4:00pm - 5:00pm
CC-14
  • CPE Eligible No
  • Audience All

4:00pm

Retail Special Interest Group (SIG) Roundtable
Join fellow Microsoft Dynamics AX users as we listen, learn, and share our experiences related to running Microsoft Dynamics AX in a retail environment. This breakout session will include a brief review of the new retail functionality in Dynamics AX 2012 and the latest retail industry trends around technology.

Speakers

Thursday October 24, 2013 4:00pm - 5:00pm
CC-31/32
  • CPE Eligible No
  • Audience All

4:00pm

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 will be reviewed.  Find out why there is more than just success with the software required to make these projects successful.


Thursday October 24, 2013 4:00pm - 5:00pm
CC-19
  • CPE Eligible No
  • Audience All

4:00pm

How Process Manufacturers can Leverage AX 2012 R2 to Increase their Bottom Line
Process manufacturing presents a complex challenge of managing variability. Active ingredients can have varying potency levels which can require constant revisions to production formulas. These variations may require dynamic cost and pricing systems to maintain proper inventory valuations. In this presentation, you’ll see how these new solutions can help your organization automatically calculate required quantities of batch ingredients based on potency variations, manage accurate inventory valuations based on actual potency of inputs and output, transfer key batch characteristics and shelf life information to manufactured products, and identify and execute production sequences that maximize efficiency and minimize downtime from changeovers. Process industries new features in Dynamics AX 2012 R2, such as potency management/lot inheritance and batch order sequencing will be covered.

Speakers

Thursday October 24, 2013 4:00pm - 5:00pm
CC-03/04

4:00pm

Unlocking S&OP Best Practices - Demand Planning Explored
Have you ever thought about how much money your company spends on getting supply to meet plan? Some companies even have their CEO expediting! Now consider how much money you spend getting a better handle on demand. Is it really so different if your supply was off 10% rather than if your demand was off 10%, when all you are trying to do is meet demand reliably? More and more companies are investing in Demand Planning and Microsoft is, in turn, investing in the tools to help them. But how should you use the tools? How do you incorporate forecast data your customer is willing to share? How do you leverage macro factors, sales history, field intelligence? Attend this session and get some ideas.

Speakers

Thursday October 24, 2013 4:00pm - 5:00pm
CC-11

4:00pm

Improve Your ERP Lifecycle with LifeCycle Services
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.


Thursday October 24, 2013 4:00pm - 5:00pm
CC-36
  • CPE Eligible No
  • Audience All

4:00pm

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.

Speakers
avatar for Craig O'Connor

Craig O'Connor

Manager - AX Optimization Services, mcaConnect
I have been working with Axapta/Dynamics AX since 2000. Over the years I have run both global AX implementation practices as well as had my own firm. I have had the pleasure of working on over 125 implementations in 6 different countries.
avatar for Frank Vukovits

Frank Vukovits

VP - Strategic Partnerships, Fastpath
One of the founders of AXUG and Program Director of AXUG from 2004 to 2015. Have attended too many Summits to count, and hosted way too many webinars to even think about counting. My life before AX was audit and compliance, and I still hold two audit certifications (CIA, CISA). In my role at Fastpath I work with audit firms and implementation partners to help them address the governance, risk, and compliance needs of their customers. I... Read More →


Thursday October 24, 2013 4:00pm - 5:00pm
CC-39
  • CPE Eligible No
  • Audience All

4:00pm

Microsoft Dynamics AX 2012 Security Roundtable
Don't miss this always exciting session, as all things security with Dynamics AX 2012 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.


Thursday October 24, 2013 4:00pm - 5:00pm
CC-07/08
  • CPE Eligible No
  • Audience All

4:00pm

Ask the Experts - Forecasters
In this enlightening panel discussion with Forecasting gurus, learn tips and tricks to help you better use forecasting in operations. Listen, learn, and share experiences with others around forecasting in not only the "MRP world", but also for sales and operations forecasting. Come prepared with solid questions to challenge this AXUG panel of users and partners. This session will help you understand how forecasting can allow your company to more effectively plan and schedule various operations.


Thursday October 24, 2013 4:00pm - 5:00pm
CC-17
  • CPE Eligible No
  • Audience All

4:00pm

Using Templates for Client Forms in Microsoft Dynamics AX 2012 - Make the UI Shine!
In this presentation we will discuss the templates available in Dynamics AX 2012 to reduce development time and create best practice UI components. Using these form templates in AX 2012 can help to maintain a consistent look-and-feel for customizations. Functional users at this session will benefit as well, as you'll learn what and how to recommend to developers for your customizations.

Speakers

Thursday October 24, 2013 4:00pm - 5:00pm
CC-13

5:00pm

Regional Chapter Breakouts - It's Five O'clock Somewhere!
Looking to meet other Dynamics AX users in your area? Don't miss this session where all conference attendees will meet by regional chapter and global branch. In these roundtables, you will learn more about the chapter and branch out in your area to discuss upcoming programs the chapter and branch have planned. All users, partners, and Microsoft employees are encouraged to participate in this session. With AXUG chapters and branches it is always five o'clock somewhere around the globe.

Speakers
avatar for Frank Vukovits

Frank Vukovits

VP - Strategic Partnerships, Fastpath
One of the founders of AXUG and Program Director of AXUG from 2004 to 2015. Have attended too many Summits to count, and hosted way too many webinars to even think about counting. My life before AX was audit and compliance, and I still hold two audit certifications (CIA, CISA). In my role at Fastpath I work with audit firms and implementation partners to help them address the governance, risk, and compliance needs of their customers. I... Read More →


Thursday October 24, 2013 5:00pm - 6:00pm
CC-Ballroom A-B
  • CPE Eligible No
  • Audience All
 
Friday, October 25
 

7:00am

Continential Breakfast and Networking
Enjoy a light breakfast to start your day and network with fellow members of the Dynamics AX community.

Friday October 25, 2013 7:00am - 8:00am
CC-Ballroom A-B
  • CPE Eligible No
  • Audience All

8:00am

Closing General Session Keynote and Microsoft Town Hall
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!

Speakers

Friday October 25, 2013 8:00am - 9:30am
CC-Ballroom A-B
  • CPE Eligible No
  • Audience All

9:45am

Customizing the CRM Connector for Use with Microsoft Dynamics AX
Now that you have the Connector in place, what customizations for Connector are commonly done with Dynamics AX? This will be a unique opportunity to see how the Connector can be modified and extended to meet the needs of your CRM data. Learn some of the common mods that are made and share your own needs and approaches in utilizing the Connector with Dynamics AX.

Speakers
CH

Chris Hetzler

Senior Program Manager, Microsoft


Friday October 25, 2013 9:45am - 10:45am
CC-10
  • CPE Eligible No
  • Audience All

9:45am

Customer Enablement - Identifying the Tools Available to Make Your Dynamics Installation More Self-Sufficient
In this presentation we will discuss the myriad of tools available to support your post-implementation environment. From CustomerSource, to the Online communities, don't miss the chance to learn more about the resources available and other approaches to help you become more self-sufficient.

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 Services, Gina served many large global clients mainly in the manufacturing industry, and then at Microsoft, Gina managed a team dedicated to serving Microsoft... Read More →


Friday October 25, 2013 9:45am - 10:45am
CC-09
  • CPE Eligible No
  • Audience All

9:45am

How2: Closing the Books in Microsoft Dynamics AX (repeat)
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. This is a repeat session.

Speakers
avatar for Richard Draper

Richard Draper

Dynamics AX Enterprise Solution Advisor,Partner, AXmentor


Friday October 25, 2013 9:45am - 10:45am
CC-39

9:45am

Unlocking and Benefitting from Advanced Shared Services in Microsoft Dynamics AX 2012
Dynamics AX 2012 multi-company and currency capabilities can now be effectively expanded into advanced shared services, such as financial management in the areas of centralized payment and account receivable, purchasing, centralized order management across multiple entities, and product and services management. In this session, learn how these capabilities can streamline your business lines for a more profitable expansions and operations.

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, life sciences, high tech, and food retail & distribution industries. | | Arbela specializes in large multi-national implementations often with complex... Read More →


Friday October 25, 2013 9:45am - 10:45am
CC-03/04

9:45am

Challenge the Experts: Microsoft MVP Panel (repeat)
This is the session to get 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 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 more specialized modules like production, service management, and project accounting. You can find all of his books on Amazon (www.amazon.com/author/murrayfife) and... Read More →
avatar for Joris de Gruyter

Joris de Gruyter

Dynamics AX Development Manager, Sikich LLP


Friday October 25, 2013 9:45am - 10:45am
CC-12
  • CPE Eligible No
  • Audience All

9:45am

Customer Enablement - Identifying the Tools Available to Make Your Dynamics Installation More Self Sufficient
In this presentation we will discuss the myriad tools available to support your post-implementation environment. From CustomerSource, to the Online communities, don't miss the chance to learn more about the resources available and other approaches to help you become more self-sufficient.

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 Services, Gina served many large global clients mainly in the manufacturing industry, and then at Microsoft, Gina managed a team dedicated to serving Microsoft... Read More →


Friday October 25, 2013 9:45am - 10:45am
CC-09
  • CPE Eligible No
  • Audience All

9:45am

Customer Showcase Theatre - Marshalltown
You don’t need to buy expensive modules or hire experts to improve your Dynamics AX 2009 system and make it work better for you.  Learn how Marshalltown Company has enhanced and improved their system with customizations you can do yourself.  We'll share techniques and sample code to automatically refresh AX test systems, how to implement drag and drop attachment of documents and emails, how to export your AOT code for uploading to a GIT repository, enable you to easily add graphing and BI data to your customer and item master screens, and more.


Friday October 25, 2013 9:45am - 10:45am
CC-36
  • CPE Eligible No
  • Audience All

9:45am

Case Management in Microsoft Dynamics AX 2012 and Beyond
As an Dynamics AX user, you can use cases to tracking just about anything, from a broken machine to an angry customer to a good idea brought forward from an employee. Good companies will, over time, streamline processes for the most typical case types to improve consistency and professionalism in their responses. The Case management framework that was introduced in Microsoft Dynamics AX 2012 creates a framework for handling these processes. Come join us for an introduction of the Dynamics AX Case management functionality.

Speakers
avatar for Carlos Ortiz

Carlos Ortiz

Senior Software Design Engineer Lead, Microsoft
I work in the Service Industries development team for Dynamics AX. Specifically the Expense management functionality.


Friday October 25, 2013 9:45am - 10:45am
CC-13
  • CPE Eligible No
  • Audience ALL

9:45am

Inside Human Resources and Payroll for Microsoft Dynamics AX 2012 R2
​Learn about what's new in HR for Dynamics AX 2012 R2! We'll demonstrate the new capabilities including ​the Hire to Pay scenario, along with the integration points between Human Resources and US Payroll.

Friday October 25, 2013 9:45am - 10:45am
CC-14
  • CPE Eligible No
  • Audience All

9:45am

Tips and Tricks for Fixed Assets in Microsoft Dynamics AX 2012: Don't Forget About Your 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 available in Dynamics AX 2012. This under-utilized functionality can pay real benefits in the area of managing your fixed assets.

Speakers
avatar for Kim Nelson

Kim Nelson

Senior Program Manager, Microsoft
Hello! I am a Senior Program Manager for the Dynamics AX financials team. My primary areas of focus are the General Ledger and Fixed Assets modules but am happy to discuss any area of AX financials.


Friday October 25, 2013 9:45am - 10:45am
CC-15

9:45am

Retail POS - Is It Ready for the 'Prime Time'?
Thinking about implementing Retail POS for Dynamics AX 2012 R2? Check out this session to get an overview of the features and functionality and decide for yourself if this product is a good fit and ready to support your business.

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 Sciences industries. But I have dabbled in several others. | | You can ask me just about anything related to AX, and if I don't have the answer, I will find someone... Read More →


Friday October 25, 2013 9:45am - 10:45am
CC-31/32

9:45am

Secrets to Success with Projects and Microsoft Dynamics AX
With Projects in Dynamics AX, many users don't understand all the possibilities to really support their transaction and reporting needs. In this fast-paced session we will review both concepts, and tips and tricks, than can be deployed to allow you and your company to maximize Dynamics AX to meet your project needs. This session will cover both Dynamics AX 2012 and AX 2009.


Friday October 25, 2013 9:45am - 10:45am
CC-11
  • CPE Eligible No
  • Audience All

9:45am

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

Friday October 25, 2013 9:45am - 10:45am
CC-01/02

9:45am

Understanding Microsoft Dynamics AX 2012 Licensing Considerations (repeat)
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. This is a repeat session.


Friday October 25, 2013 9:45am - 10:45am
CC-30B
  • CPE Eligible No
  • Audience All

9:45am

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. This is a shared AXUG and GPUG session.

Speakers

Friday October 25, 2013 9:45am - 10:45am
CC-21

9:45am

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.


Friday October 25, 2013 9:45am - 10:45am
CC-17
  • CPE Eligible No
  • Audience All

9:45am

Data Conversion in Microsoft Dynamics AX 2012 R2- Using DIEF
The Data Import/Export Framework is an extension that helps you export data and import it into Dynamics AX. In this session, hear how this tool can be a real asset to help with your data migration exercise when moving to Dynamics AX 2012.

Speakers

Friday October 25, 2013 9:45am - 10:45am
CC-07/08
  • CPE Eligible No
  • Audience Intermediate
  • Level Intermediate
  • CPE Eligible Yes

9:45am

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 session will include: running batch jobs on an AOS instance without a client, the ability to set specific times for each AOS instance to run batch jobs, the ability to manage all running batch jobs in the environment from a single form, reviewing enhancement made dependencies between batch jobs so that user can specify processing order and parallelism, and the ability to debug a batch job that runs on the AOS. This session is jam packed with content on batch processing. Don't miss it!

Speakers
avatar for Maggie Fumic

Maggie Fumic

Senior Consultant, Client Strategy Group
AX 2012 Security | Global Address Book | AX 2012 R3 Demand Forecast Planning


Friday October 25, 2013 9:45am - 10:45am
CC-19

9:45am

Microsoft Dynamics AX 2009 Customizations You Can Do Yourself - Wow, Why Didn't We Think of That?!
You don’t need to buy expensive modules or hire experts to improve your Dynamics AX 2009 system and make it work better for you.  Learn how Marshalltown Company has enhanced and improved their system with some customizations you can do yourself.  Includes techniques and sample code to automatically refresh AX test systems, implement drag and drop attachment of documents and emails, export your AOT code for uploading to a GIT repository, easily add graphing and BI data to your customer and item master screens, and more.


Friday October 25, 2013 9:45am - 10:45am
CC-36
  • CPE Eligible No
  • Audience All
  • Level Intermediate
  • CPE Eligible Yes

9:45am

Taking a Closer Look at the Intelligent Data Management Framework (IDMF) v2
Want to learn more about archiving your data from Dynamics Microsoft AX? Join us to learn how you can archive your data and the further improvements made in IDMF, which includes a significant focus on performance and simplicity.

Speakers

Friday October 25, 2013 9:45am - 10:45am
CC-05/06

9:45am

Dynamics AX 2012 Upgrade User Member Panel (repeat)
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.


Friday October 25, 2013 9:45am - 10:45am
CC-18
  • CPE Eligible No
  • Audience All

11:00am

10 Ways to Turbocharge your Warehouse - ScanWorkX
Distribution experts from Intermec and ScanWorkX team up to deliver this valuable presentation on making your warehouse more efficient through better processes and technology.  Are you struggling with too much paper, excess travel, tribal knowledge, or poor compliance?  Learn and implement 10 industry-standard best practices, that combined with the right hardware and software, can eliminate errors, reduce expenses, and improve efficiency.

Speakers

Friday October 25, 2013 11:00am - 12:00pm
CC-07/08
  • CPE Eligible No
  • Audience All

11:00am

Accounts Reconciliation Best Practice via Automation - Adra Match
When Finance professionals have so many sophisticated tools available to them – such as their Dynamics AX System – it remains an odd fact that most of the vital account reconciliations are performed with a mix of home-grown, largely excel based templates. A growing number of organizations are deploying the new breed of systems designed specifically to automate, streamline and strengthen reconciliations. The results are startling – savings in deployed staff time are achieved very quickly alongside operational benefits to cash-flows and month end governance. Our session explores these new systems using case studies from our extensive client base.

Speakers
avatar for David Wood

David Wood

UK Lead Consultant, Adra Match


Friday October 25, 2013 11:00am - 12:00pm
CC-01/02
  • CPE Eligible No
  • Audience All

11:00am

Best Practices in Advanced Distribution Management with Microsoft Dynamics AX - I.B.I.S., Inc.
In this session Mr. Dominic Telaro, an expert in Distribution Management, shares how Dynamics AX enables maximum visibility across the entire supply chain, deep business insights, and the ability to respond effectively to market changes before your competition. Learn tips and tricks for vastly improving every aspect of your distribution process from revenue, order and inventory management to demand planning, fulfillment and business intelligence.

Speakers

Friday October 25, 2013 11:00am - 12:00pm
CC-12
  • CPE Eligible No
  • Audience All

11:00am

BI and Analytics for Dynamics AX and Beyond - TARGIT
Between a customer’s operational databases, marketing databases, and numerous different Dynamics AX databases, efficiently analyzing data can become muddled and challenging. With the completely redesigned TARGIT Decision Suite 2013, users can draw from all data sources to quickly and easily build reports, dashboards, or analysis. Learn from a TARGIT Customer how full insight has been reached across multiple platforms so fact based decisions can be made quickly and courageously.

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.


Friday October 25, 2013 11:00am - 12:00pm
CC-03/04
  • CPE Eligible No
  • Audience All

11:00am

Handle Complex Quotes and Orders with a Product Configurator - Experlogix
Learn how Experlogix helps Dynamics AX users 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, eliminate rework, and dramatically cut lead times in the back office by automating the creation of production orders and routing information. We will provide specific real-world examples of how the Experlogix Product Configurator can help to improve bottom-line profitability and operational efficiency.

Speakers

Friday October 25, 2013 11:00am - 12:00pm
CC-10
  • CPE Eligible No
  • Audience All

11:00am

Infor Product Configuration Management (formerly TDCI BuyDesign) - Infor
In this session you will learn how Infor Product Configuration Management (Infor PCM) is helping manufacturers who use Microsoft Dynamics increase sales, reduce costs and differentiate their brands by automating the engineering, marketing, selling and manufacturing  of customized products.  You will see how Infor PCM simplifies the configuration of complex product, delivers a self-service quoting and ordering experience, provides dynamic images, drawings and CAD models, generates compelling personalized proposal and is accessible anytime, anywhere, and on any device. 

Speakers

Friday October 25, 2013 11:00am - 12:00pm
CC-11
  • CPE Eligible No
  • Audience All

11:00am

Reporting and Analytics- Unlock the Power of Your Dynamics AX Data - Armanino
Armanino leveraged our experience as a Gold Certified Microsoft Dynamics ERP Partner to create Dynamic InsightsSM, a reporting and analytics all-in-one solution created specifically for Microsoft Dynamics AX users. You’ll hear case studies of ROI achieved by your peers and see the affordable tool in action: Recognize the speed to value an advanced logical data mart can bring within just one week and explore the myriad powerful reporting, budgeting and forecasting tools Dynamic InsightsSM provides.


Friday October 25, 2013 11:00am - 12:00pm
CC-05/06
  • CPE Eligible No
  • Audience All

11:00am

The Real World of Business Intelligence and Reporting - Jet Reports
Have you been thinking about BI?  Heard a lot of noise?  Are you wondering whether you should just use what comes out of the box with Dynamics AX?   Come to this session to learn how BI works in the real world.  What is it EXACTLY?  What do other BI users say about what they really want?  What are some of the key considerations to keep in mind when evaluating solutions?  We’ll discuss how BI and Dynamics AX are related to each other and talk about some recommended approaches to making it work.  At the end we’ll hand out a good list of questions to ask of any solution you might be considering.

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 25, 2013 11:00am - 12:00pm
CC-09
  • CPE Eligible No
  • Audience All

12:00pm

Networking Lunch
Sit down and enjoy a nice lunch and network with other AXUG Summit attendees.

Friday October 25, 2013 12:00pm - 1:00pm
CC-Ballroom A-B
  • CPE Eligible No
  • Audience All

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 25, 2013 1:00pm - 2:00pm
CC-14
  • CPE Eligible No
  • Audience 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 25, 2013 1:00pm - 2:00pm
CC-16
  • CPE Eligible No
  • Audience 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 25, 2013 1:00pm - 2:00pm
CC-19
  • CPE Eligible No
  • Audience 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 25, 2013 1:00pm - 2:00pm
CC-05/06
  • CPE Eligible No
  • Audience 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 25, 2013 1:00pm - 2:00pm
CC-10
  • CPE Eligible No
  • Audience 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 25, 2013 1:00pm - 2:00pm
CC-11
  • CPE Eligible No
  • Audience 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 25, 2013 1:00pm - 2:00pm
CC-03/04
  • CPE Eligible No
  • Audience 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 25, 2013 1:00pm - 2:00pm
CC-18
  • CPE Eligible No
  • Audience 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 25, 2013 1:00pm - 2:00pm
CC-13
  • CPE Eligible No
  • Audience 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 25, 2013 1:00pm - 2:00pm
CC-15
  • CPE Eligible No
  • Audience 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 25, 2013 1:00pm - 2:00pm
CC-07/08
  • CPE Eligible No
  • Audience 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 25, 2013 1:00pm - 2:00pm
CC-17
  • CPE Eligible No
  • Audience 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 25, 2013 1:00pm - 2:00pm
CC-01/02
  • CPE Eligible No
  • Audience 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 25, 2013 1:00pm - 2:00pm
CC-09
  • CPE Eligible No
  • Audience All

2:15pm

Microsoft Conduit - Finance
Microsoft Conduits are your exclusive chance to speak directly with members of the Microsoft AX product team. Conduit topics range from providing feedback on current challenges, reviewing planned enhancements with future versions, or discussing ideas or resources. The agenda for this session will focus on finance. Please note an NDA may be required before attending this session.

Speakers
avatar for Par Akerblom

Par Akerblom

Senior Program Manager - Microsoft Dynamics AX, Microsoft
avatar for Kim Nelson

Kim Nelson

Senior Program Manager, Microsoft
Hello! I am a Senior Program Manager for the Dynamics AX financials team. My primary areas of focus are the General Ledger and Fixed Assets modules but am happy to discuss any area of AX financials.


Friday October 25, 2013 2:15pm - 3:15pm
CC-31/32
  • CPE Eligible No
  • Audience All

2:15pm

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 Brian Cates

Brian Cates

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


Friday October 25, 2013 2:15pm - 3:15pm
CC-19
  • CPE Eligible No
  • Audience All

2:15pm

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
avatar for Frank Vukovits

Frank Vukovits

VP - Strategic Partnerships, Fastpath
One of the founders of AXUG and Program Director of AXUG from 2004 to 2015. Have attended too many Summits to count, and hosted way too many webinars to even think about counting. My life before AX was audit and compliance, and I still hold two audit certifications (CIA, CISA). In my role at Fastpath I work with audit firms and implementation partners to help them address the governance, risk, and compliance needs of their customers. I... Read More →


Friday October 25, 2013 2:15pm - 3:15pm
CC-09
  • CPE Eligible No
  • Audience All
  • Level All
  • CPE Eligible No

2:15pm

Unlocking the Power of Dimensions and Account Structures in Microsoft Dynamics AX 2012 (repeat)
Are you fully utilizing dimensions in your Dynamics AX system? It's OK - many of us aren't. In this session learn how dimensions and account structures in Dynamics AX 2012 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!


Friday October 25, 2013 2:15pm - 3:15pm
CC-16

2:15pm

AXUG Collaborate Overview - Get Answers to Your Questions via the Community
Hopefully you are already taking advantage of the AXUG Collaborate website at community.AXUG.com. If not, don't miss this exciting session where we will review how the Collaborate tool can be used to network with fellow Dynamics AX users and get answers to your questions, by engaging in all the online communities in Collaborate. To many members, the Collaborate is a real game changer and their favorite AXUG benefit, attend this session and find out why!

Speakers
avatar for Tonya Anderson

Tonya Anderson

AXUG and CRMUG Membership Manager, Dynamic Communities, Inc.
AXUG and CMUG Membership Manager


Friday October 25, 2013 2:15pm - 3:15pm
CC-36
  • CPE Eligible No
  • Audience All

2:15pm

Microsoft Office 365 - Learn How You and Your Company Can Benefit from Accessing Office in a New Way
Microsoft Office 365 continues to be deployed by more and more companies as a replacement for traditional on-premise based servers and software for email and collaboration. Office 365 is composed of four distinct parts: Exchange Online, SharePoint® Online, Lync®, and Office. In this session learn more about Office 365 and the benefits it can provide you and your company. Learn how Office 365 can greatly simplify the life of your IT department, save operational costs, and provide greater uptime for your users.


Friday October 25, 2013 2:15pm - 3:15pm
CC-30B
  • CPE Eligible No
  • Audience All

2:15pm

Support Options for Microsoft Dynamics AX - What Does Microsoft Offer and How Does it Work
Wondering what your company's options are for getting support from Microsoft for your Dynamics AX installation? Looking to learn from others who have implemented AX and are now in a support mode? In this presentation session, learn about the Microsoft Support offerings and how they can work with the support you may already be receiving from your partner.

Speakers

Friday October 25, 2013 2:15pm - 3:15pm
CC-12
  • CPE Eligible No
  • Audience All

2:15pm

Exploring Item Traceability in Dynamics AX 2012 CU06 + Batch Handling in Dynamics AX 2012 CU07
This session will demonstrate how the recent updates in Dynamics AX 2012 can help you to: Perform basic “one-up/one-down” traceability of your items or components; Initiate a product recall with various assistance in obtaining a quick overview of impacted customers; Analyze consequences of known quality issues in a distribution or a manufacturing environment; Identify the issue; Perform a where-used analysis; and, assist in stopping or blocking further downstream operations. A preview of the functionality around Batch Merge that will be available in AX 2012 will be also presented.


Friday October 25, 2013 2:15pm - 3:15pm
CC-15

2:15pm

Microsoft Dynamics AX 2012 Procurement Workflow: Streamlining Processes and Promoting a Paperless Office
Microsoft Dynamics AX 2012 brought a number of enhanced workflow features. This session will look specifically at the Procurement Requisition and Order Fulfillment workflows, and we'll present case studies on how companies have benefited from use of the Dynamics AX 2012 Procurement engine. A live demonstration in the system will detail the setup of the workflow engine and then demonstrate the experience from a user perspective. This fast-moving hour will conclude with time for Q&A as well.

Speakers

Friday October 25, 2013 2:15pm - 3:15pm
CC-13
  • CPE Eligible No
  • Audience ALL

2:15pm

What's New in Microsoft Dynamics AX 2012 R2 (repeat)
The latest release of Dynamics AX 2012 R2 provided even more great functionality for business users and executives alike. In this fast paced session, we will review these new features and explain how industries and users are benefiting from this latest version of Dynamics AX 2012.

Speakers
PR

Pepijn Richter

Director Product Marketing, Microsoft


Friday October 25, 2013 2:15pm - 3:15pm
CC-14
  • CPE Eligible No
  • Audience All

2:15pm

Capacity Planning and Scheduling Manufacturing Roundtable
In this roundtable session, listen, learn, and share experiences around capacity planning and scheduling. There are many different ways to handle capacity planning and scheduling inside Dynamics AX. In this roundtable, hear from other Dynamics AX users just like you as they share the approaches that have worked best for them.

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 AX.  Has many times been contracted to help audit and resolve difficult financial posting and process problems.  Regular speaker and trainer for... Read More →


Friday October 25, 2013 2:15pm - 3:15pm
CC-03/04

2:15pm

Diving into the New Microsoft Dynamics AX 2012 Security Model (repeat)
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. This is a repeat session.

Speakers

Friday October 25, 2013 2:15pm - 3:15pm
CC-01/02
  • CPE Eligible No
  • Audience All

2:15pm

Project Autopsy - The Importance of Doing a Project Closing / Post-Mortem
After Go-Live the project team's focus usually quickly shifts to the next issue, project, or getting back to your "normal" job. In this roundtable, we will review the action items and deliverables that you should make sure to have before closing the project. Come prepared to share your own post go-live experiences and to take good notes as others share their experiences.

Speakers

Friday October 25, 2013 2:15pm - 3:15pm
CC-10
  • CPE Eligible No
  • Audience All

2:15pm

Understanding PowerPivot for Beginners
Perhaps you have heard about the new tool in Excel 2010, PowerPivot, but wonder how it can enhance your use of Excel. In this session, geared towards beginner PowerPivot users and those wanting to learn more about the features of PowerPivot, learn how PowerPivot can assist you with advanced data analysis and reporting, making those extracts from Dynamics AX to Excel even more valuable.

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 more specialized modules like production, service management, and project accounting. You can find all of his books on Amazon (www.amazon.com/author/murrayfife) and... Read More →


Friday October 25, 2013 2:15pm - 3:15pm
CC-11

2:15pm

Diving into the New Microsoft Dynamics AX 2012 Security Model (repeat)
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. This is a repeat session.

Speakers

Friday October 25, 2013 2:15pm - 3:15pm
CC-01/02
  • CPE Eligible No
  • Audience All

2:15pm

Supply Chain Management Roundtable
It's time to optimize your supply chain - so learn exactly the what and how behind this optimization in this roundtable discussion. Included in this session will be a review of supply chain best practices and how Dynamics AX supports those practices, regardless of Dynamics AX versions.

Speakers
avatar for Justin Carter

Justin Carter

Functional/Techincal Architect, Blue Horseshoe Solutions, Inc


Friday October 25, 2013 2:15pm - 3:15pm
CC-17
  • CPE Eligible No
  • Audience All

2:15pm

Digging Deep in Archiving and IDMS
In this presentation you will learn about archiving old data with the Intelligent Data Management Framework (IDMF). You will see all of the Analysis and Health Check options of this tool as well, which are valuable even if you do not need to archive data. These options help to identify the tables and queries which cause performance problems.


Friday October 25, 2013 2:15pm - 3:15pm
CC-05/06

2:15pm

Best Practices for Managing Dynamics AX 2012 Upgrades (Part I of Double Session) (repeat)
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 Microsoft Sure Step Tools 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. This is part I of a double session. This is a repeat session.

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, life sciences, high tech, and food retail & distribution industries. | | Arbela specializes in large multi-national implementations often with complex... Read More →


Friday October 25, 2013 2:15pm - 3:15pm
CC-18

3:30pm

Compliance and Microsoft Dynamics AX - What You Need to Know Before the Auditors Ask (repeat)
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 Frank Vukovits

Frank Vukovits

VP - Strategic Partnerships, Fastpath
One of the founders of AXUG and Program Director of AXUG from 2004 to 2015. Have attended too many Summits to count, and hosted way too many webinars to even think about counting. My life before AX was audit and compliance, and I still hold two audit certifications (CIA, CISA). In my role at Fastpath I work with audit firms and implementation partners to help them address the governance, risk, and compliance needs of their customers. I... Read More →


Friday October 25, 2013 3:30pm - 4:30pm
CC-30B
  • CPE Eligible No
  • Audience All

3:30pm

Inventory Balancing and Reconciliation Tips and Tricks (repeat)
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! This is a repeat session.

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 Sciences industries. But I have dabbled in several others. | | You can ask me just about anything related to AX, and if I don't have the answer, I will find someone... Read More →


Friday October 25, 2013 3:30pm - 4:30pm
CC-01/02

3:30pm

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
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 AX.  Has many times been contracted to help audit and resolve difficult financial posting and process problems.  Regular speaker and trainer for... Read More →


Friday October 25, 2013 3:30pm - 4:30pm
CC-16

3:30pm

Recent Go Live Companies Special Interest Group (SIG) Roundtable
Looking to talk with other users who have recently gone live on Dynamics AX? Wanting to share your go live 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 Recent Go Live Companies SIG gather in this roundtable to share experiences.


Friday October 25, 2013 3:30pm - 4:30pm
CC-11
  • CPE Eligible No
  • Audience 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.


Friday October 25, 2013 3:30pm - 4:30pm
CC-09

3:30pm

Microsoft Dynamic AX 2012 Product Configurator - New Enhancements in the Product Configurator
Did you know that AX 2012 includes new functionality to the Product configurator called calculations? This allows the user to include arithmetic operations using decimal numbers in the product models. In addition, there is now an expression editor providing intellisense-like support when writing Constraints, Conditions and Calculations. This fast-paced session will demonstrate how you can leverage this functionality for your business.

Speakers

Friday October 25, 2013 3:30pm - 4:30pm
CC-13

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.

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 more specialized modules like production, service management, and project accounting. You can find all of his books on Amazon (www.amazon.com/author/murrayfife) and... Read More →


Friday October 25, 2013 3:30pm - 4:30pm
CC-14

3:30pm

Overview of Microsoft Dynamics AX 2012 Upgrade Tools (repeat)
If you are considering an upgrade to Dynamics AX 2012, don't miss this session where the toolkit for upgrading to Dynamics AX 2012 will be reviewed. Learn the proper steps and tools to make your upgrade as efficient as possible on the technical side. This is a repeat session.

Speakers

Friday October 25, 2013 3:30pm - 4:30pm
CC-10
  • CPE Eligible No
  • Audience All

3:30pm

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

Friday October 25, 2013 3:30pm - 4:30pm
CC-17

3:30pm

Diving Into the Microsoft Dynamics Data Import / Export Framework
Join this session to learn about the new entity-based import/export framework, which helps you manage your import/export, integration, configuration and data migration needs. Upcoming features would be demonstrated as well.

Speakers

Friday October 25, 2013 3:30pm - 4:30pm
CC-12
  • CPE Eligible No
  • Audience Intermediate
  • Level Intermediate
  • CPE Eligible Yes

3:30pm

Utilizing Advanced Form Controls in Microsoft Dynamics AX to Do Really Cool Things!
In this session we will demonstrate how to use two amazing controls when developing AX Forms. When the tree control and the table control are used correctly they are easy to use and can help users understand and manipulate complex data models.

Speakers

Friday October 25, 2013 3:30pm - 4:30pm
CC-07/08

3:30pm

Best Practices for Managing Dynamics AX 2012 Upgrades (Part II of Double Session) (repeat)
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 Microsoft Sure Step Tools 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. This is part II of a double session. This is a repeat session.

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, life sciences, high tech, and food retail & distribution industries. | | Arbela specializes in large multi-national implementations often with complex... Read More →


Friday October 25, 2013 3:30pm - 4:30pm
CC-18