Dynamics User Group

WEBINAR - 7 tips and tools for full visibility: Keep track of your accounts receivable by Chaser
2025-07-16 16:00 - 16:30 (America/Indiana/Indianapolis) | Online event
REGISTER HERE
Struggling to get a clear picture of your accounts receivable?
You’re not alone. Incomplete visibility is one of the most common and costly challenges finance teams face. Without the right processes and tools, missed follow-ups, duplicate efforts, and delayed payments quickly become the norm.
But visibility isn’t just about chasing unpaid invoices. It’s about having the confidence and clarity to manage your receivables proactively, build stronger client relationships, and make smarter financial decisions.
In this webinar, Chaser speakers will share 7 practical tips and tools to help you stay fully on top of your accounts receivable. From shared inbox strategies to performance KPIs and smart software integrations, you’ll learn actionable ways to gain full transparency across your AR processes.
Whether you’re a credit controller, finance manager, or business owner, this session will equip you with the insights you need to streamline collaboration, reduce manual workload, and improve how you manage receivables.

How to track the right data at every stage of your accounts receivable process.
Smart inbox and logging practices for better team visibility.
Tools and KPIs to measure performance and stay proactive.
How to use software integrations to improve efficiency.
Ways to enhance client communication while reducing risk.

Team-Up Partner Showcase | Supercharge Your Inventory Management: AI-Powered Solutions for Dynamics Users
2025-07-17 12:00 - 13:00 | Online event
REGISTER HERE
Join this comprehensive one-hour session to discover how Netstock’s AI-driven platform can revolutionize your inventory management beyond what’s possible with Dynamics alone. Learn how to eliminate costly stockouts, reduce excess inventory, and optimize your cash flow using intelligent automation and predictive analytics that seamlessly extend your existing system capabilities.
Through live demonstrations and practical examples, you’ll see how AI can transform your daily inventory decisions from reactive to proactive. Walk away with actionable strategies to implement automated ordering, predictive forecasting, and data-driven inventory optimization that will immediately impact your bottom line and operational efficiency.
Key Learning Outcomes:
● Automate your ordering processes with AI-driven recommendations for improved accuracy
● Prevent costly stockouts using predictive forecasting and intelligent alerts
● Reduce excess inventory and free up working capital through optimized demand planning
● Transform your decision-making with real-time AI insights and advanced analytics

WEBINAR - Leapwork | Microsoft Tech Talk: Evolving Regression Testing - From RSAT to Next- Gen Test Automation
2025-07-31 11:00 - 12:00 | Online event
REGISTER HERE
We are excited to announce that we are joining Microsoft for an in-depth TechTalk on July 31st. This will focus on how to evolve from RSAT-focused testing to scalable, end-to-end automation across your entire tech stack, and will be presented by Microsoft, the Azure Circular Teams, and Microsoft Partners Leapwork and Itineris.
What will you learn?
– Best practices for efficient regression testing at scale and faster release cycles for Dynamics 365 and Microsoft’s broader ecosystem.
– Discover how to broaden test coverage for validating business-critical workflows across integrated Microsoft apps, including AI apps like Microsoft Copilot.
– See how to implement fast and smooth transitions using an RSAT migration tool.
TechTalk Presenters:
– Swamy Narayana (VP Customer Experience Programs – Microsoft)
– Kenny Saelen (Sr. R&D Solution Architect – Microsoft)
– Daren Turner (Principal FastTrack Technical Solution Architect – Microsoft)
– Alexandra C. (Manager, Channel Solutions Engineering – Leapwork)
– Prinkal Vaid (Sr. Software Engineer – Azure Circular Team, Microsoft)
– Jozua Velle (Manager, Center of Excellence – Itineris)

Team-Up Partner Showcase | "Are you leveraging the full potential of Business Central?" by Innovia Consulting
2025-08-14 14:00 - 15:00 | Online event
REGISTER HERE
Business Central is more than just an ERP—it’s a powerhouse of possibilities. Harness data-driven insights through cutting-edge tools and Microsoft integrations. Whether you’re a seasoned user or just starting, this session will unlock new efficiencies and elevate your business performance.

DynamicsCon Regional: Ohio Valley
2025-08-26 13:00 - 2025-08-27 12:30 | Embassy Suites by Hilton Columbus Dublin, 5100 Upper Metro Pl, Dublin, OH, 43017, US
REGISTER HERE!
****Only those registered through Eventbrite will be able to attend.*****

DUG is excited to bring a FREE DynamicsCon Regional event with a brand-new AI Track, expanding the event’s reach to include professionals working within the broader Microsoft AI ecosystem. This track is designed for those who are leveraging Microsoft’s AI tools and services to drive innovation and efficiency. Not currently using Dynamics? No problem! Our new AI Track welcomes anyone working within the Microsoft AI ecosystem.
Two days full of…

Cutting-edge content related to Microsoft Dynamics 365, Power Platform, and AI
Local presenters sharing their expertise
Discussions and networking over free coffee, breakfast, and a lively happy hour
Meet with sponsors and explore tools, services, and partnership opportunities

So, what are you waiting for? Join us for two days of education, inspiration, and fun at this can’t-miss event!
Need a hotel room? Click HERE to check out our discounted room block rate just for you! Book by July 28!
Sponsorship opportunities for this event are available, please submit an interest form HERE if you are interested in sponsoring.

Team-Up Partner Showcase | Managing tax-exempt sales 201: Advanced strategies and best practices by Avalara
2025-09-25 14:00 - 15:00 | Online event
REGISTER HERE
Explore advanced strategies to simplify exemption certificate collection, validation, and storage. This webinar covers nexus considerations, compliance challenges, and best practices to improve exemption certificate oversight and reduce audit risks.
We cover how to:

Navigate exemption rules, including nexus implications and common exemption use cases
Establish protocols for certificate storage, expiration management, and renewal workflows
Implement practical strategies for audit preparedness and handling drop shipping challenges
Utilize automation and managed services with Avalara to enhance compliance efficiency

WEBINAR - Stop guessing. Start getting paid: Take control of your receivables by Chaser
2025-10-09 11:00 - 11:30 | Online event
REGISTER HERE
Tired of second-guessing when invoices will be paid?
For many finance teams, accounts receivable feels uncertain. Will the customer respond to this reminder? Which invoices are at risk? How much cash will actually be collected this month? Without the right visibility, processes, and tools, it becomes difficult to answer with confidence.
Receivables should not be about guesswork. They should be predictable, trackable, and firmly under control.
In this live webinar, Chaser team will share strategies and tools that help finance teams move from uncertainty to confidence. Learn how to take control of receivables, reduce late payment surprises, and create a more reliable cash flow.
Whether you manage receivables as a credit controller, finance manager, or business owner, this session will show you how to make collections more proactive, efficient, and consistent. Stop leaving receivables to chance. Gain the clarity and control needed to get paid on time.
You’ll learn:

How to spot at-risk invoices early and reduce payment delays
Reminder strategies that encourage faster responses while protecting relationships
Tools and integrations that give complete oversight of payment status
Metrics and reports that improve forecasting accuracy
Practical steps to reduce manual chasing and free up time for higher-value tasks

AJI IT Summit - Microsoft Community Day
2025-10-10 08:30 - 16:45 | Microsoft New England Research and Development Center, 1 Memorial D, Cambridge, MA, 02142, United States
The “2025 AJI IT Summit – Microsoft Community Day” is a full day event organized by HighRes Biosolutions, an Axel Johnson International (AJI) company and Microsoft partner. IT leaders, AI enthusiasts, data professionals, and ERP/CRM power users are invited to join HighRes Biosolutions, Axel Johnson, Microsoft, BluestarPLM, Contracts365, Dynatech, and OmniData for a variety of sessions including strategy and governance, real world case study lessons learned, knowledge sharing, panel discussions, and networking. The technologies featured during the day include AI (Microsoft Azure AI, M365 Copilot), Data (Microsoft Fabric, Azure Data Factory, Azure SQL), and Business Systems (Microsoft Dynamics 365 F&O, Microsoft Dynamics CE, BluestarPLM, Contracts365 CLM).
REGISTER HERE

Team-Up Partner Showcase | Navigating Tax Complexities: Vertex's Approach to AR and AP in Global Sales and Use Tax
2025-10-30 13:00 - 14:00 | Online event
REGISTER HERE
In today’s dynamic tax landscape, managing accounts receivable (AR) and accounts payable (AP) across global operations demands more than just accuracy—it requires strategic automation, actionable insights, and scalable infrastructure. Join Vertex for an in-depth exploration of how leading organizations are transforming their indirect tax processes with best practices in customer exemption management, robust tax data analytics, and a unified global platform.
This session will showcase how Vertex helps businesses streamline exemption certificate workflows, reduce audit risk, and improve customer experience through automation. Learn how to harness the power of tax data to drive smarter decisions and ensure accuracy across AR and AP transactions. Whether you’re expanding internationally or optimizing domestic operations, discover how a scalable indirect tax solution can support growth, reduce complexity, and deliver measurable value.
Key Takeaways:

Why tax on purchases require a different approach
The role of tax data insights in improving AR/AP accuracy and compliance
Proven strategies for automating exemption certificate management
How to scale efficiently with a global indirect tax platform

Modern Manufacturing Technology Day
2025-11-05 09:30 - 16:30 | https://dynamicsusergroup.com/event/modern-manufacturing-technology-day/
In the dynamic world of manufacturing, professionals face numerous challenges that require innovative solutions. From streamlining operations to optimizing supply chains, staying at the forefront of technology and best practices is essential.
During Modern Manufacturing Technology Day, you’ll have the opportunity to connect with fellow manufacturing professionals and learn from industry leaders. Our sessions bring together thought leadership on digital transformation and technology-driven operations with practical insights into Microsoft Dynamics, Copilot, customer engagement, and data-driven strategies. You’ll walk away with knowledge and tools to strengthen operations and guide smarter business decisions. Secure your spot today for an educational experience that will shape the future of your manufacturing processes.
REGISTER HERE

D365 Pulse
2025-11-11 - 2025-11-12 | Cincinnati Marriott at RiverCenter, 10 W Rivercenter Blvd, Covington, KY, United States
Dynamics User Group (DUG) is the proud Community Sponsor of D365 Pulse in Cincinnati, OH November 11-12, 2025.
D365 Pulse is a fresh take on the end-user event, built for the people who live and breathe Microsoft Dynamics 365 every day.
One thing that is front and center is the increased participation that is encouraged from all attendees. There will be industry experts and Microsoft product team members, but the real magic exists when the audience, as a collective, shares the day-to-day struggles and success stories. Peer learning not only increases the efficacy of the subjects, it organically builds relationships in the industry that transcend the event.
Whether you’re deep in the tech, leading functional teams, or steering strategic decisions, D365 Pulse is designed to meet you where you are and reignite your momentum. Join DUG and the community, November 11-12 in Cincinnati to keep your pulse on all things Dynamics!
Register here ⬇️ using code DUG20 for a 20% discount on your ticket!
https://ellipsesolutions.com/product/d365-pulse-attendee-pass/
Your Ticket Includes:

Two-Days of Future Focused Dynamics 365 Sessions
Featured Presentations from Microsoft Speakers
Solution Showcases From Our Exhibiting Sponsors
Expert Panel Discussions with Real-World Experiences
Breakfast & Lunch for Both Days of the Conference
Networking & Charity Event

WEBINAR - From Standard to Smarter: The Real ROI of Microsoft 365 Copilot
2025-12-04 14:00 - 15:00 | Online event
REGISTER HERE
See how Microsoft 365 Copilot can help you and your team work smarter across Outlook, Teams, PowerPoint, and Excel—with real use cases, ROI insights, and demos.
If you’ve been hearing about Microsoft 365 Copilot and wondering if it’s just Clippy 2.0, you’re not alone.
The difference? Copilot quietly works inside the tools you already use—Outlook, Teams, PowerPoint, and Excel—helping you write, summarize, analyze, and present faster without ever leaving your workflow.
What You’ll Walk Away With

Real-world use cases and live demos across Microsoft 365
Tips to evaluate ROI and know if Copilot is right for your team
Examples from businesses already saving hours every week
Answers to your questions—from rollout to licensing and adoption

You’ll see Copilot in action across Microsoft 365 and hear how organizations are finding real ROI through everyday use cases.
You won’t want to miss it.
Special Offer
Exclusive for webinar registrants: get one month of Microsoft 365 Copilot free when you purchase a 12-month license.
Try it, track your team’s results, and see the ROI firsthand.
(Details and redemption instructions will be shared during the webinar.)
Who Should Attend

Microsoft 365 users who want to get more from the tools they already have
Teams frustrated by manual follow-ups, endless meetings, or wasted time searching for information
Anyone curious about real-world, native AI in action
Business and IT leaders evaluating Copilot licensing

Convergence
2025-12-09 02:00 - 2025-12-11 11:00 | Nobu Eden Roc Hotel Miami Beach, 4525 Collins Avenue, Miami Beach, FL, 33140, US
REGISTER HERE!
****Only individuals registered through Eventbrite will be admitted. RSVPs on Meetup are just to see who from your group is attending, they do not count as tickets.*****
Convergence 2025 is the ERP community conference for Microsoft Dynamics 365 users, taking place December 9–11 in Miami, Florida. Designed for IT leaders, finance executives, solution architects, and operations professionals, this event delivers practical insights on leveraging AI and Microsoft Copilot to transform enterprise operations.
Join Microsoft product experts, partners, and industry leaders for hands-on workshops, real-world use cases, networking, and an exclusive expo, all focused on driving business success with Dynamics 365 ERP. Don’t miss your chance to connect, learn, and lead the future of intelligent enterprise.
Attendees will also benefit from direct access to Microsoft product teams and senior leaders, offering a unique opportunity to engage in meaningful conversations and gain insider perspectives.
Agenda Highlights

Dec 9: Partner Pre-Day + Welcome Reception. Includes sessions for Dynamics 365 ERP partners (CXOs, sales/practice leaders) on strategy, incentives, program updates. Networking kicks off.
Dec 10–11: Core conference – general sessions, breakouts, panels, roundtables (8am-5pm), expo hall open. Focus on AI, ERP, business transformation.
Dec 12: Copilot & AI-Focused Deep Dives. 8am-5pm. Hands-on workshops to wrap up
View the sessions HERE!

Why Attend?

Real-world use cases: moving beyond hype around AI, showing how AI is practically applied in ERP settings.
Enterprise‐scale focus: content tailored for large organizations using Dynamics 365 ERP (rather than very small or niche).
Access to Microsoft: The event has heavy involvement from Microsoft — product managers, principal engineers, more than 50 sessions by Microsoft itself, demos at their booth.
Networking + expo: An expo hall with partners and ISVs, plus curated networking opportunities, and dedicated spaces to meet Microsoft and other experts.
Workshops & deep dives: On December 12 there are interactive hands-on workshops and deep dive sessions oriented around AI + ERP scenarios.

Need a hotel room? Learn more about our hotel room block here, book by November 14th!
Don’t miss your chance to connect, learn, and lead the future of intelligent enterprise. We hope to see you there!
