Caf2Code LLC

Collaboration is the secret ingredient to success. (Read this carefully) It’s not about individual efforts; it’s about how teams work together. We’ve heard it all: "Integrate your tools!" "Leverage technology!" "Collaborate better!" But how? That’s where most teams get stuck. They know they need to improve collaboration but don’t have the roadmap to get there. Ambiguity isn’t helpful. In Kelly Gustafson and Nathan Clouse's session, "Boosting Financial Teamwork in Finance and Operations & Power Platform," they break down how to make this happen, step by step. Here's what you’ll learn: 1️⃣ Integrating Microsoft Teams: Learn how to set up shared channels and chats that keep your entire finance team in sync and communicating effectively. 2️⃣ Leveraging SharePoint and OneDrive: Discover how to store and share financial data securely, ensuring easy access for everyone involved. 3️⃣ Automating Processes with Power Automate: Set up workflows to streamline approval processes and reduce delays, boosting efficiency. 4️⃣ Building Dashboards in Power BI: Create shared dashboards that provide real-time insights and data, enabling faster and more informed decision-making. These aren’t just theoretical ideas. They’ll walk through practical examples and show how finance teams are transforming their operations with these tools. The difference? Having a clear, actionable roadmap. Ready to make your finance team more efficient and collaborative? Mark your calendar for October 16, 2:45 - 3:45 PM, and learn how to drive business value with confidence. [link in the comments 👇] #D365FO #MySummitNA #CommunitySummit #Caf2Code #MicrosoftDynamics

Setting up workflows can feel like a mystery. If you’ve ever felt overwhelmed by the Dynamics 365 F&O workflow tool, you’re not alone. Just remember: Even the experts started somewhere. In the “Making Workflow Work for You” session, Microsoft MVP Kelly Gustafson will take the guesswork out of the process. This isn’t just another tech talk; it’s a hands-on, practical walkthrough designed to empower you. Here’s what you’ll gain: 1️⃣ Best Practices Unpacked: Learn the essentials for defining approval processes that actually work for your organization. 2️⃣ Step-by-Step Setup: We’ll walk through configuring the out-of-the-box workflow tool together—no guessing, just real guidance. 3️⃣ Live Support: Get your questions answered directly. Kelly’s there to make sure you leave with clarity and confidence. If you’ve ever thought, “I wish I had someone to guide me through this,” this session is your chance. It’s about turning the overwhelming into the manageable. Join us on October 16, from 8:00 - 9:00 AM, and let’s demystify D365 F&O workflows—together. P.S. Supporting each other is what makes this community great. Whether you’re just starting out or looking to refine your skills, this session is built for you. #Dynamics365 #Workflows #CommunitySummit #D365 #MicrosoftPartner #MySummitNa Dynamic Communities Caf2Code LLC #Caf2Code

"Data delays" are slowing down finance teams everywhere.   (AND WHY THIS IS A MAJOR PROBLEM)   But first, let’s answer three quick questions:   1. What are data delays? 2. Why should your team care? 3. And how can we fix them?   I might not have all the answers, but I’ve got you covered for the first two.   Answer 1:   Data delays happen when your finance team spends too much time tracking down information or waiting for approvals. It’s a problem when communication isn’t streamlined, and processes lack efficiency.   Answer 2:   Why should you care? Because these inefficiencies slow down decision-making, reduce productivity, and ultimately impact your bottom line.   So, how can you fix this?   In our "Boosting Financial Teamwork" session, we’ll show you how to transform your workflows using Microsoft 365 tools.   Here’s what we’ll cover:   1️⃣ Teams for Communication: Set up shared channels to keep your team in sync. 2️⃣ SharePoint for Documents: Securely store and easily access financial data. 3️⃣ Power Automate for Approvals: Automate approval processes to eliminate delays. 4️⃣ Power BI Dashboards: Build shared dashboards for real-time insights.   The opportunity here is huge: Streamlined communication and efficient processes mean more time focused on driving business value.   Most teams know they need better collaboration tools.   But knowing how to use them effectively? That’s where the real value lies.   If you’re ready to optimize your team’s workflows and get back to what really matters, join us for this session!   Let’s make your finance team unstoppable! [link in the comments]   P.S. Got a similar challenge with your processes? Let’s discuss how we can solve it together!   #Caf2Code #Dynamics365 #CommunitySummit #MySummitNA #MicrosoftPartner Dynamic Communities Caf2Code LLC

Here’s how Dynamics 365 can give homebuilders a data advantage. Homebuilders NEED precise tracking —whether it’s materials, schedules, or costs. We configured Dynamics 365 for Perry Homes to bring all of this together into one seamless system. Why it matters? When your data is unified, your entire team can: • Make faster decisions • Spot issues early • Adjust plans on the fly → 3 Steps We Took to Configure It: 1. Centralized key data sources for real-time insights 2. Consolidated many custom, standalone applications into a single platform 3. Customized dashboards to give Perry Homes a clear view of key metrics at a glance The result? Perry Homes gained complete visibility into every aspect of their projects. Are you ready to boost efficiency? Read the full case study (link is in the comments) 👇 #Caf2Code #MicrosoftPartner #Dynamics365 #PerryHomes Caf2Code LLC

Ever felt lost navigating financial transactions in D365 F&O? You’re not alone. In finance, it’s not just about knowing the numbers; it’s about understanding how they move through the system. That’s where most people get stuck. Here’s what we've learned: 1. Identify Key Transactions Understanding where transactions start and their impact is crucial. It’s not just about entering numbers; it’s about tracing their path. 2. Track Transactions Across the System Journals, ledgers, subledgers—these elements capture every detail, but if you don’t know how to access them, you’re missing out on critical insights. 3. Reconcile with Confidence Most people struggle with reconciliation because they miss the end-to-end process. Knowing how to move from inception to posting is key to maintaining accuracy. Want to know how to master this? Brittany Burke’s session, "Navigating Financial Transactions in D365 F&O," is designed for you. She’ll walk you through the entire financial transaction process, showing you exactly how to identify, research, and comprehend the details. The best part? You’ll leave with practical tips to locate key data swiftly and effectively. This isn’t just another finance session; it’s your roadmap to becoming a D365 F&O expert. Join Brittany on October 15 from 8:00 - 9:00 AM. P.S. Ready to simplify your transaction processes and gain confidence in your financial management? Don’t miss this session. #D365FO #Finance #SummitNA #Caf2Code #Dynamics365 #MicrosoftPartner

Data isn’t your issue. It’s your access to it. We often think we’re stuck because we don’t have the right information. But the real problem? Not knowing how to access it efficiently. Sound familiar? You know how it goes: • Endless searching through spreadsheets • Data that feels out of reach • Tools you’re not sure how to leverage It’s like you’re moving in circles. You think you’re making progress, but you’re really just spinning your wheels. That’s why understanding how to use the Excel Add-in for Dynamics 365 F&O is a game-changer. In the Dynamics 365 F&O Excel Add-in Master Class, Justin Carter and Devin Kitterman will guide you through a live demo—no pre-recorded sessions, no fluff. You’ll see every step unfold in real time. Here’s what you’ll walk away with: 1. How to configure the Excel add-in so you can pull exactly the data you need. 2. How to navigate through end-user-friendly tools to access information quickly and accurately. 3. How to develop reusable templates that streamline your workflows and optimize your time. 4. How to identify workstreams to enhance your existing processes. This session is built for both end users and experienced consultants. Whether you’re diving into D365 for the first time or looking to optimize your existing processes, this master class will equip you with actionable skills. If you’re ready to take control of your data and make your workflows more efficient, mark your calendar for October 14, 2:30 - 4:00 PM. PS: Don’t miss the chance to watch it all happen live—no more guesswork, just real solutions.[link in the comments 👇 ] #D365FO #MySummitNa #CommunitySummit #MicrosoftDynamics #Caf2Code

Everyone talks about managing change—but most organizations still struggle with it. Here’s why it’s tough: (And what you can do about it) When implementing or upgrading to D365, the difference between success and failure is often about alignment and strategy. If your business processes aren’t aligned and your team isn’t prepared, you’re setting yourself up for inefficiencies and frustration. In the “Mastering Change Management: Strategies for Success” panel session, they'll dive into: 1. Strategic Alignment: Learn how to get your business processes in sync before a major tech transformation. 2. Technological Integration: Discover how to adopt new tools like D365 seamlessly without disrupting your team. 3. User Adoption: The secret to ensuring your team not only accepts but champions the change. Led by Elif Item and Beau Schwieso, (and including Solution Architect Lauren Wooll) this session includes real stories from D365 customers and partners who have faced these challenges and succeeded. The best part? A live Q&A where you can bring your specific challenges and get expert advice. Change doesn’t have to be a headache—if you have the right tools. [Link in the comments 👇]

How do you create the ultimate D365 FO #SummitNA session? 1. Bring the Best MVPs Together Assemble top MVPs like Elif Item, MCT, MVP , Justin Carter, Kelly Gustafson, Brittany Burke, and more for a powerhouse panel session. This isn’t just another roundtable—it's a deep dive into new features, tips, and tricks for D365 F&O. 2. Real-Time Solutions & Tips This panel will focus on practical, actionable insights. You'll walk away with strategies you can implement immediately. From supply chain optimizations to finance tricks, this session is all about leveling up your skills. 3. Interactive Q&A Bring your toughest D365 challenges and get direct answers from experts who live and breathe this stuff daily. It’s a unique chance to engage with the community and get solutions tailored to your needs. If you want real-world insights and expert advice on D365 F&O, this panel is for you. Join them on October 14, 9:30 - 10:30 AM, and get ready to connect with the best in the business. #CommunitySummit #D365FO #MicrosoftDynamics #MySummitNA #Caf2Code Dynamic Communities Caf2Code LLC

Ever wonder how to truly master inventory costing in Dynamics 365 F&O? Let’s talk numbers for a second: If you want to optimize your inventory processes and improve efficiency, it starts with understanding the right steps. This isn’t about a one-size-fits-all solution; it’s about getting the fundamentals down. Here’s how the Inventory Costing in D365 F&O Academy will break it down: 1. They’ll dive deep into costing groups and how they impact your overall inventory management. 2. They’ll walk through inventory costing methods and the best ways to configure them for your business needs. 3. You’ll learn about item pricing and production inputs—two critical areas that interact with costing and affect your reporting. This isn’t just theory. Brittany Burke, Mac Mann, and Lauren Wooll will provide real-life applications and show you how these elements fit together. You’ll leave with practical steps to establish and maintain your system efficiently. The result? You’ll be able to investigate, report, and make informed decisions that drive improvements in your inventory costing management. The key here is understanding that success in inventory management is not about doing everything; it’s about doing the right things—efficiently. So, if you’re ready to level up your skills and optimize your processes, mark your calendar for October 17, 8:00 - 5:00 PM. Let’s turn theory into practice and knowledge into results. See you there! https://lnkd.in/gHSWPjX7 #D365 #CommunitySummit #Dynamics365 #SupplyChain #ERP Dynamic Communities Caf2Code LLC

Attention BI and Data Experts! Pop Quiz Time. Answer YES when you agree with the following statements: 1. Power BI paginated reports feel daunting, scary and hard to navigate. 2. ESPECIALLY when complex reports are requested. 3. The learning curve is steep, and without proper guidance, it’s easy to get stuck. If you answered YES to one or more of these statements, Lenore’s Paginated Reports Academy is for you. In Lenore’s session, you’ll get hands-on practice and learn to tackle even the most complex reporting requests with ease. Lenore’s session will cover: • Key paginated reporting concepts • Live demos of report building techniques • Hands-on activities to reinforce your learning You’ll walk away with the real-world skills you need to conquer paginated reports. Don’t miss this opportunity to learn directly from Lenore! Register today! [Link in the comments] #Caf2Code #CommunitySummit #MySummitNA #Dynamics365 #MicrosoftPartner