What attendees are saying about the Summit Roadshow:
<div>"The level of interactivity and knowledge of the presenters was fantastic. It helped that each of the sessions were deeper dives into areas that we are already somewhat interested in."&nbsp;</div>
<div>Suf Hayes, Corporate Business Development Manager, Stein Industries, Inc.&nbsp;</div>
<div>&nbsp;</div>
<div>"I didn't know what to expect from a free day like this. I ended up finding it super beneficial and nicely put on. The speakers were knowledgeable, and the sessions had relevant content for users."&nbsp;</div>
<div>Ashley Thole, Business Analyst, Life-Science Innovations&nbsp;</div>


What you can expect:
Summit NA is awesome, but it only happens once a year in October, so we are taking this “for user, by user” experience on the road to pack in a day of sessions organized by user group – Business Central, Finance &amp; Operations, GP &amp; CE/CRM, Power Platform — that will deliver a skinny version of the tips, tricks, and tutorials we all go to Summit for.
It’s&nbsp;NOT&nbsp;your average local user group meeting, and it’s&nbsp;FREE&nbsp;for all users to attend, a&nbsp;single day&nbsp;to go deep on:
<ul><li>Innovation: Learn what is new &amp; upcoming per Business App</li><li>Education: For user, by user experts leading each session per product</li><li>Training: Tips, tricks, how-to and tutorials you can put in action</li><li>Community: Meet other users, build connections &amp; share ideas</li><li>Solutions: Connect with leading Summit NA sponsors joining us</li></ul>

The Seattle Summit NA Roadshow is sponsored by Executive Automats, FloQast, and Solver/Binary Stream.

Summit NA Roadshow - Houston

FO/AX, 750/10D01

Unlock the full potential of your Microsoft Dynamics 365 investments with the Celigo Platform. Integrating your mission-critical business applications and cloud services seamlessly and efficiently is paramount. While Microsoft offers native interoperability and the Power Platform for simple workflows, more complex integrations often demand custom coding and highly skilled specialists.

Celigo bridges this gap with a comprehensive and user-friendly integration platform tailored for the modern enterprise. It empowers both technical and non-technical users to create and manage high-volume, complex integrations more effectively. Discover how our solution can elevate your Dynamics 365 Finance and Supply Chain operations to new heights.

In this session, we will showcase how BoConcept, a global furniture retailer, transitioned from a legacy on-premise system to a dynamic cloud-based infrastructure powered by Dynamics F&O and Celigo. Learn how this transformation enabled BoConcept to achieve greater agility and scalability.

Join us for an in-depth discussion and a live demonstration of the Celigo platform. See firsthand how Celigo can enhance your F&O implementation, driving growth and operational efficiency through innovative integration solutions.


Transforming Integration for Dynamics 365 Finance and Supply Chain

In this session, we will explore how to harness the full potential of analytics on top of Dynamics 365 using Microsoft Fabric and Power BI. Attendees will gain an in-depth understanding of the various options available to integrate Dynamics data into these platforms, along with a discussion on the pros and cons of each approach.

We will also demonstrate a fully configured system, showcasing how to bring Dynamics data into Microsoft Fabric and Power BI. The session will include a step-by-step guide to configuring the integration, providing practical insights into the process.

The session will wrap up with a live demonstration of how Microsoft's Copilot can streamline and enhance the analytics process, making data insights more accessible and actionable for business users.

Key Takeaways:

Overview of options to integrate Dynamics 365 data with Microsoft Fabric and Power BI
Understanding the pros and cons of each integration method
A practical example of a configured system and how to replicate the setup
Step-by-step guidance on configuring the system
Real-time demonstration of Microsoft Copilot in action, driving further automation and insights
This session is perfect for business leaders, data professionals, and IT teams looking to leverage analytics on Dynamics 365 to make more informed, data-driven decisions.

Integrating Dynamics 365 with Microsoft Fabric

Building and maintaining a robust in-house D365 expertise is key to leveraging the full potential of the platform while reducing long-term dependence on external consultants. In this session, we will explore actionable strategies for developing a sustainable D365 knowledge base within your organization. 

Attendees will learn how to build a culture of continuous learning, create a practical and scalable training program, and retain top talent to ensure their organization remains competitive and capable of navigating D365’s evolving capabilities. 

Real-world examples and best practices will be provided to equip organizations with the tools to foster in-house D365 excellence.

How to build a lasting in-house D365 expertise in your organization

The Dynamics 365 Commerce omnichannel headless retail engine is a modern, cloud-based, software as a service (SAAS) solution that enables scalable retail operations across various sales channels, including in-store, call center, and online (business-to-consumer, business-to-business, and indirect business-to-business) sales channels. Each channel can support products, pricing, and promotions and capture customer and order data that can be accessed by any other sales channel1.

Delivering Frictionless Shopping: Using Dynamics 365 Headless Commerce Advantage in omnichannel Reta

•	Do you have Revenue Recognition requirements? Get out of Excel and process your revenue recognition schedules within the system. 
•      Do you have prepaid expenses? 
•	We'll talk about ASC606 compliance. 
•	We'll discuss the options for complex revenue recognition.
•	Automate repeatable processes and reduce the number of manual journal entries by leveraging D365's Expense and Revenue Recognition module.

Deferral in D365 F/O will give you many Benefits including
•	Eliminate Excel sheets
•	Automate recognition entries
•	Save Time – Increase Production
•	Fewer administrative errors