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 Chicago Summit NA Roadshow is sponsored by Solver, Nexer and Logan Consulting.&nbsp;

Summit NA Roadshow - Chicago

Room 1 - FO/AX

This is your captain speaking - buckle up buttercup, we are about to take an amazing journey!  

Join us for this session for an introduction to Copilot across the entire Microsoft ecosystem and how it's incorporate into Dynamics today.  We will discuss the fun part of this new tool, real world challenges and how you can embrace it, utilize it and prepare for it's accelerated adoption.

I know what you are thinking - all that jammed into one session... Surely you can't be serious.  I am serious, and don't call me Shirley!

Come join me!

General Session:  Traveling through the Microsoft Clouds with Copilot!

What is a Data Lake? And how can you use it to work with your company’s data? This session is perfect for users new to the Data Lake Ecosystem. In this introductory level session we will go over what exactly a Data Lake is, and how you can use it to your best advantage. We will discuss the different between a data lakehouse and a data warehouse, considerations for file structure, and a variety of data lake concepts.

Unveiling the Secrets of Data Lakes

Ready to supercharge your D365 experience with the power of AI/Copilot? 
In this action-packed session, you'll:
•	Kickstart your Microsoft Copilot journey: Learn what Copilot is and how it can revolutionize your business
•	Prepare for the AI revolution: Discover key tips to get your data and processes ready for seamless Copilot integration.
•	In action in Supply Chain: Get inspired by examples of how Copilot can optimize and automate various aspects of your supply chain.

Kickstart Copilot in D365

Simplify Your Dynamics 365 Updates
Discover the latest changes to Dynamics 365 update policies in 2024 and how they impact your organization. Join this session to streamline your update processes, whether you’re a seasoned pro or new to Dynamics 365. We’ll cover key challenges and practical strategies to simplify your updates:

- Choosing the Right Updates: Learn which updates are essential for your company and how to determine the optimal timing.
- Effective Testing Strategies: Explore best practices for testing each update, ensuring a smooth transition without disrupting your operations.
- Mitigating Risks: Discover actionable steps to reduce the risk associated with updates, safeguarding your business continuity.
- Efficiency in Testing: Uncover techniques to minimize testing efforts and shorten the duration of the update process.

Whether you’re an admin, developer, or business stakeholder, this session equips you with the knowledge to navigate Dynamics 365 updates seamlessly. Don’t miss out—simplify your updates and stay ahead in the ever-evolving Dynamics 365 landscape!

FO/AX - Simplify Dynamics 365 Updates

Do you struggle with reporting localization for a multi-national company? Do you have a need to customize transactional documents for different customers? Join us for the Fundamentals of Electronic Reporting to find out if ER can solve any of the headaches you face with localization or ongoing document management in an ever-changing regulatory landscape. We'll review the components of Electronic Reporting and demonstrate (very) basic report configuration, then discuss potential use cases.

FO/AX - The Fundamentals of Electronic Reporting

Creating a sales order in the D365F&O, when customer send us requirements in PDF through the Email (Outlook).
Summary: AI & Power automates Flow reads the PDF document from the email and creates a sales order in the D365F&O
Benefit: It avoids manual work and Errors (Automating the Business process).

Creating a sales order in D365F&O using the Power platform & AI (Automate the process) 

Commissions can be very effective in generating sales, however, managing them can be cumbersome. It becomes even more difficult when your sales commissions rules are diverse and complex. During this session, we will discuss the available functionality to configure basic commissions in Dynamics 365, as well as additional tools available for more complex commissions structures, including:
•             Commission Groups and Rates
•             Financial Posting of Commissions
•             Tiered Commissions
•             Adjusting Commissions During Transaction Processing
•             Commissions Qualifications Rules
•             Processing Partial Commissions
•             Multiple Commission Payments