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DSLUG is the only event exclusively for Dynamics SL users, partners, and solution providers and you won’t want to miss it. With over 124 sessions in four days, you’ll have the opportunity to explore solutions and gain a deeper understanding of Dynamics SL. No matter how experienced you are or what version you’re using, you’re guaranteed to walk away with valuable tools and connections that you can leverage all year.

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Deep Dive [clear filter]
Monday, April 15
 

1:00pm PDT

Catalina Technology: Going to the Cloud is Easier with an API, online bill payment, e-commerce and more.
Catalina Technology has the most robust APIs for Dynamics SL that can connect best of breed apps, systems, and data integration tools to Dynamics SL. Using an API modernizes SL with time and expense tracking, mobile apps, CRM systems, helpdesk, service call systems, and more!

See how you can use Catalina’s API for Dynamics SL to maintain SL business rules as well as securely connecting to AP, AR, GL, Purchasing, Order Management, Service, Project, Inventory, General SL Security, and other modules.

An overview of Catalina’s other products will also be provided such as online bill payment, Dynamics SL shopping cart, field service, automatic SMS messaging to customers and field personnel, Internet of Things, and more.

Speakers
BK

Brian K. Wharton

Catalina Technology


Monday April 15, 2019 1:00pm - 3:00pm PDT
Platinum 3

1:00pm PDT

Full Circle Budget - Simplify and Automate Excel Budgeting for General Ledger and Project Controller
Full Circle Budget is an affordable Excel add-in that simplifies and automates budgeting from Excel into Dynamics SL. This tool directly process budgets from Excel into Dynamics SL. All this without restrictive fixed layouts of Excel workbooks, or third party products to get the budgets back to SL.


Monday April 15, 2019 1:00pm - 3:00pm PDT
Elite 2

3:15pm PDT

Digitally Transform Your Procurement Process with DXC
Technology has always played an important role in enabling world-class performance through improved efficiency and effectiveness. Accounts Payable is joining the digital revolution but you may be wondering what functionality is best for your organization?
 
In this session we will look at common issues companies face today in their purchasing practices and how automation through digital transformation can help tackle rouge spending and drive efficiencies. 


Speakers

Monday April 15, 2019 3:15pm - 5:00pm PDT
Grand Ballroom D

3:15pm PDT

Electronic Payments & More – Dive into the eBanking Suite from SK Global Software
We’ll take a deep dive into the seamless and integrated functionality that the eBanking Suite adds to your SL system.  It provides ACH, Wire, Virtual card and other electronic payment methods, positive pay, direct debit and lockbox processing.  Come join us!

Speakers
avatar for Tim Kahne

Tim Kahne

Founder, CTO, SK Global Software, LLC.
As one of the original founders of SK Global Software, I've been building applications in the banking and treasury space for over 25 years. I'm really looking forward to meeting our existing and new friends!



Monday April 15, 2019 3:15pm - 5:00pm PDT
Elite 2

3:15pm PDT

How to Get the Most Value from AP Automation with KwikPayables for SL
Invoices and other critical business documents should be managed and accessible in the same system your organization runs on, Dynamics SL. This session includes a live demonstration of AP automation, common use cases and examples of how KwikPayables, powered by the most integrated document management system, accelerates your digital transformation.

Speakers
avatar for Mary Miller

Mary Miller

Director, Marketing & Channel, enChoice
At KwikTag, we care most about automating the processes that are time-consuming, manual and paper-based - accounts payable, expense management and more. Ask me how we can save you time and money, while reducing stress!


Monday April 15, 2019 3:15pm - 5:00pm PDT
Platinum 3

3:15pm PDT

Unanet Time & Expense Reporting Automation, Real-Time Project Reporting, and Resource Scheduling that Augments SL for Project-Driven Organizations!
Over 1,000 organizations trust Unanet to automate timesheets and expense reporting, facilitate real-time project reporting on KPIs like utilization, burn rate, gross margin and net margin, optimize resource scheduling by availability, skill set, location, etc. to reduce administrative costs and increase margins!

Speakers
avatar for Steve Bittner

Steve Bittner

Sr. Vice President, Professional Services, Unanet
EE

Erik Erlendsson

Director of Business Development, Unanet


Monday April 15, 2019 3:15pm - 5:00pm PDT
Platinum 4
 
Tuesday, April 16
 

3:00pm PDT

Automated AP and Paperless Shootout
Not sure which AP automation product is best suited for your company?  Come see top paperless AP Sponsors and ISVs outline available options and join in an interactive discussion on each solution.


Moderators
avatar for Tim Young

Tim Young

Controller, Femco, Inc.

Tuesday April 16, 2019 3:00pm - 4:30pm PDT
Platinum 3

3:00pm PDT

Exporting and Importing SL Data for Budgeting
Learning Objective: This session will show various ways to export data out of Dynamics SL to create and maintain budgets and import the data back into SL.



Speakers

Tuesday April 16, 2019 3:00pm - 4:30pm PDT
Elite 2

3:00pm PDT

Be Our Guest - Intro to Dynamics SL Reporting
Join us to learn the many ways to access data from SL. Discover how to use the ROI, Crystal Reports, Quick Query, PowerBI, copy grids, and desktop shortcuts.  This deep dive will walk through the data schema, revealing underlying fields supporting data entry screens, create custom queries and reports using standard tools.  This session is offered twice in the schedule.



Speakers
AR

Anthony Rice

T3 Information Systems


Tuesday April 16, 2019 3:00pm - 4:30pm PDT
Elite 3

3:00pm PDT

Down the Rabbit Hole - Management Reporter Tips & Tricks
Calling all Management Reporter users! Come see some of the most recommended Tips & Tricks for report design, reconciliation and distribution to have smooth sailing financial reporting ship.

Learning Objective: Maximize your knowledge and use of Management Reporter in this crash course of "favorite features". Bring your questions and report design scenarios to share in this casual and informative session.


Speakers
avatar for Derek Krebs

Derek Krebs

Partner and Sr Consultant, MSX Group
Derek has over 25 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 12 years consulting at FRx Software and Microsoft where he implemented financial... Read More →


Tuesday April 16, 2019 3:00pm - 4:30pm PDT
Platinum 9

3:00pm PDT

How Dynamics SL Uses SQL Server
You use Dynamics SL every day, but what do you know about the database engine behind the scenes? How does it store, retrieve, manipulate, validate, and secure the data? What’s the difference between a SQL Server and Windows login? What type of security does Dynamics SL use when launching an application? This session aims at helping accounting users who sometimes need to talk with the I.T. staff or a developer, and I.T. staff who would like to understand the technical basics of Dynamics SL.
Learning Objective
Understand what tables, views, and stored procedures are, and how they are used in Dynamics SL.

Speakers
avatar for Delmer Johnson

Delmer Johnson

President, SteadyCode
I've been customizing and integrating Dynamics SL with other systems for over 20 years. I've written lots of custom programs using the SL SDK with VB.Net, regular applications with C# and F#, and imported and exported with SSIS. I've worked with every major Dynamics SL module and... Read More →


Tuesday April 16, 2019 3:00pm - 4:30pm PDT
Platinum 4
  SQL

4:45pm PDT

The Amazing Web Apps Overview - Non-project
Web Apps provide a high-flying amazing world of opportunities. Attend this session if you are a general Dynamics SL user to see a live demonstration of Web Apps and how you can remotely, on any device, access features. This session focusses on Quick Query, Reporting, Maintenance screens and more.
Learning Objectives:
  • Upon completion of this session, participants will be able to describe the Dynamics SL Web Apps release cycle.
  • Upon completion of this session, participants will be able to describe the Quick Query feature.
  • Upon completion of this session, participants will be able to describe the remote Web Apps Printing feature.



Speakers
avatar for Jeff Suwyn

Jeff Suwyn

SL Product Marketing Manager, Microsoft


Tuesday April 16, 2019 4:45pm - 5:45pm PDT
Platinum 8
 
Wednesday, April 17
 

8:30am PDT

Making SL Your OWN - Financial Perspective
An introduction to SL menu’s, recurring entries, templates, transaction imports and GL allocations for users with little to no experience with Dynamics SL.

Learning Objective- Upon completion of this session, participants should be able to:
  • Create custom menus and organize favorites
  • Setup recurring entries
  • Setup templates
  • Setup and manage transaction imports



Speakers
avatar for Malissa Oberle

Malissa Oberle

Apex Solutions USA
avatar for Paige Hodson

Paige Hodson

Consultant & Trainer, RTX Solutions


Wednesday April 17, 2019 8:30am - 10:00am PDT
Elite 2

8:30am PDT

Management Reporter Advanced for Finance Professionals
Forthcoming

Speakers
avatar for Paul James

Paul James

Senior Consultant, Boyer & Associates


Wednesday April 17, 2019 8:30am - 10:00am PDT
Platinum 7

8:30am PDT

Be Our Guest - Intro to Dynamics SL Reporting - Repeat
Join us to learn the many ways to access data from SL. Discover how to use the ROI, Crystal Reports, Quick Query, PowerBI, copy grids, and desktop shortcuts.  This deep dive will walk through the data schema, revealing underlying fields supporting data entry screens, create custom queries and reports using standard tools.  This session is offered twice in the schedule.



Speakers
AR

Anthony Rice

T3 Information Systems


Wednesday April 17, 2019 8:30am - 10:00am PDT
Elite 3

8:30am PDT

Hakuna Matata - Power BI In Depth for Accountants and Others
While keeping the needs of Accounting in mind, we will discover how Power BI lifts the lid to uncover the vast amount of data stored in your organization. We will talk about what to include in Power BI and not to include. We will cover connecting to data from multiple locations including Dynamics SL. Once you have connected to data you will learn about data transformation and calculation building. Most of this session covers the critical task of organizing your data to work best in Power BI. We will cover unique issues accountants face like beginning balances, prior periods, fiscal vs calendar year, security, and linking to data outside of Dynamics. Then will cover a few helpful hints about working with visualization.
Learning Objectives
Upon completion of this session, participants should be able to:
  • You will be able to connect to multiple data sources like Excel, Quick Query, and SQL
  • You will learn about the many data transformation functions found in Power BI
  • You will learn how to use some of the functions like CALCULATE, DIVIDE, and SAMEPERIODLASTYEAR
  • You will be able to use Date tables and Hierarchies



Speakers
avatar for JR Price

JR Price

Business Systems Administrator, Creative Associates International


Wednesday April 17, 2019 8:30am - 10:00am PDT
Platinum 9

8:30am PDT

Integrating with SL using SSIS
Learning Objective: This session will provide the steps to create SSIS packages to create and manipulate data in multiple ways as well as using TI to import the data with error tracking.



Speakers
RZ

Renee Zack

Senior Software Developer, SIS


Wednesday April 17, 2019 8:30am - 10:00am PDT
Platinum 8

8:30am PDT

Wreck It Ralph fixes the Internet with Power Apps
We’re gonna fix it! Adding new functionality to solutions used to take be a big “Herculean” task. Power Apps let you make easy or in-depth solutions that don’t required a PHD in computer science to build. Even better, the cloud makes it possible to share your creations with co-workers on any device. Attend this session to see which Power Apps are available today in SL 2018 and learn the basics of how to create a new Power App.

There are two parts to this session:
1. Examples of using Power Apps
2. Introduction to creating a Power App

Learning Objectives:
•Upon completion of this session, participants will be able to describe the Dynamics SL Power Apps solution.
•Upon completion of this session, participants will be able to describe where to get the SL Power Apps solution.
•Upon completion of this session, participants will be able to understand the basics of how to create a new Power solution.


Speakers
avatar for Jeff Suwyn

Jeff Suwyn

SL Product Marketing Manager, Microsoft


Wednesday April 17, 2019 8:30am - 10:00am PDT
Platinum 3

8:30am PDT

Demystifying Allocations in Dynamics SL Project
Learn how to create, edit and comprehend allocation methods in SL Projects. Build revenue recognition and billing allocation methods. Create and apply indirect cost allocations to your projects such as fringe, overhead, and G&A. Setup the key components of an allocation: rates tables, rate types, key parameters, and rate levels.

Speakers
avatar for Jeff Vonasek

Jeff Vonasek

VP Professional Services, SSI Consulting
I specialize on Dynamics SL Projects and Unanet


Wednesday April 17, 2019 8:30am - 10:00am PDT
Platinum 4

8:30am PDT

SQL 301 - Advanced SQL queries
Take your SQL knowledge to the next level by learning how to use the APPLY operator, table-valued functions, SQL window functions, pivoting and unpivoting, common table expressions, table-value constructors, and more. We will show examples of useful queries in the Dynamics SL database. If you are comfortable writing SQL statements and want to learn some advanced methods, then this deep dive is for you!
 
CPE learning objective: Learn advanced techniques of SQL querying.



Speakers

Wednesday April 17, 2019 8:30am - 10:00am PDT
Elite 1
  SQL

10:15am PDT

Dynamics SL Bootcamp
An introduction to General Ledger, Accounts Payable, and Accounts Receivable for users with little to no experience with Dynamics SL.

Learning Objective: In this session, participants will gain comprehension of General Ledger, Accounts Payable, and Accounts Receivable. Upon completion of this session, participants should be able to perform the basic tasks in each of these modules and have an understanding of the functions available.

Speakers
avatar for Paige Hodson

Paige Hodson

Consultant & Trainer, RTX Solutions
avatar for Malissa Oberle

Malissa Oberle

Apex Solutions USA


Wednesday April 17, 2019 10:15am - 11:45am PDT
Platinum 7

10:15am PDT

Excel-Based Reporting for Financial Professionals
Consolidating, formatting, updating and sharing reports with Excel is often a very manual task and can take several hours. But it doesn’t have to.

Learning Objective: In this session, you’ll learn methods and steps to automate your financial reporting in Excel making your reporting process extremely fast. In fact, you’ll learn how to automate any sort of reporting, not just financial.


Speakers
avatar for Warwick Leitch

Warwick Leitch

VP, North America, CALUMO
I love reporting, budgeting and forecasting! It's so great to see a reporting problem become something fun. That's my job, make the painful task for reporting fun and exciting!


Wednesday April 17, 2019 10:15am - 11:45am PDT
Elite 2

10:15am PDT

The Bear Necessities - Quick Query Hints & Tips
Quick query is SL’s built in query function.  We will review the basics of how quick query works.  We will follow the review of quick query with the creation of a custom query and inclusion of the custom query on the SL menu.  Finally, we will learn how to create a refreshable query that can be saved and utilized with Excel & SSRS.
Learning Objectives
1. Utilize the SL quick query function for retrieving data
2. Create custom SQL views to be used with SL quick queries
3. Create SSRS reports using the quick query SSRS wizard
4. Create refreshable data connections to SL data from XLS

Speakers
RA

Randy Andrews

Manager - SL Support, RSM


Wednesday April 17, 2019 10:15am - 11:45am PDT
Elite 3

10:15am PDT

When You Wish Upon a Star - Architecting DSL for Reporting - Cloud vs OnPrem
A look under the hood at the two main architectures for Power BI reporting against DSL; On premise versus Cloud.  Included will be discussions around the benefits and drawbacks of each and what is happening at NuScale now with this reporting and what is proposed for the future. 



Speakers
JS

JJ Seely 

Systems Administrator, NuScale Power LLC
I've been doing systems administration for over 20 years with experience in Microsoft technologies (AD, DNS, DFS, Exchange etc...), VMware, Server and storage hardware focused on HPE products currently . I spent 13 years working for state government and have been with NuScale Power... Read More →



Wednesday April 17, 2019 10:15am - 11:45am PDT
Platinum 9

10:15am PDT

Purchasing 2.0: A higher end look into the Purchasing Module
Delve deep into:
o Requisitions
o OM PO Creation
o Service PO Creation
o Inventory Replenishment
o Landed Cost

Speakers
DF

Dan Franklin

SL PRACTICE MGR, SIS, LLC


Wednesday April 17, 2019 10:15am - 11:45am PDT
Platinum 8

10:15am PDT

Peter Pan's I can Flow, You can Flow, We can Flow
Think of a wonderful thought, like when you are using Dynamics SL and you can Flow!  Staying on top of your data through notifications is how we live today.  With Flow we can now be notified of everything from new entries to customer overbalances.  Microsoft Dynamics SL 2018 CU1 added many new Flows that will be reviewed.  Join us to learn more; we will walk through an existing Flow to help you understand how you can start creating your own.

There are two parts to this session:
1. Examples of using Flow
2. Introduction to creating a Flow

Learning Objectives:
• Upon completion of this session, participants will be able to describe the Dynamics SL Flow solutions.
• Upon completion of this session, participants will be able to describe where to get SL Flow solutions.
• Upon completion of this session, participants will be able to understand the basics of how a Flow solution is created.


Speakers
avatar for Jeff Suwyn

Jeff Suwyn

SL Product Marketing Manager, Microsoft


Wednesday April 17, 2019 10:15am - 11:45am PDT
Platinum 3

10:15am PDT

Flexible Billings-Diving Deeper
From marking up expenses by a certain percent through presenting invoices with both actuals and budgets, along with a side helping of deposit requests and applications, the Flexible Billings module contains a ton of features that will facilitate your billing processes. This session will help you take flexible billing to the next level, including how to customize sort/groups and form layouts and how to identify and modify report sections.

Speakers
avatar for Donna Hurst

Donna Hurst

President / CEO, Synergy Business Solutions
I enjoy cooking and reading and I love all things DSL. I have a wonderful husband and two fantastic gold fish!


Wednesday April 17, 2019 10:15am - 11:45am PDT
Platinum 4

10:15am PDT

SQL 401 - Expert SQL queries
Supercharge your advanced knowledge of T-SQL by learning techniques like dynamic SQL, the FOR XML clause, and advanced JOINs. We will cover some of the newer SQL Server functions such as TRY_CONVERT and FORMAT. All examples will be practical code using the Dynamics SL schema. We will also demonstrate some methods to make your SQL code perform better, including temporary intermediate tables, speed testing, and recasting. If you liked the SQL 301 session, you should be ready for SQL 401.
 
CPE learning objective: Learn some expert techniques to use with SQL queries.



Speakers
avatar for Jonathan Van Houtte

Jonathan Van Houtte

System Architect, XLstatements
I have been a Dynamics SL consultant for more than 30 years. I also consult on SQL Server and Excel. I am the principal designer ("System Architect") of the XLstatements for Dynamics SL financial reporting application.


SQL401 sql
SQL 401 pptx

Wednesday April 17, 2019 10:15am - 11:45am PDT
Elite 1
  SQL

2:30pm PDT

Order Management Tips and Tricks
o Force Shippers creation
o Override accounts
o OM Types
o OM Processing
o OM wildcards

Speakers
avatar for Linda Contreras

Linda Contreras

Dynamics SL Consultant, Plumbline Consulting
I started in the ERP space in 1992 as a Solomon customer I went to work for Solomon Software in 2000 as a support engineer, then moved into consulting. I recently worked in the education software industry as an Implementation Consultant, Software Engineer and the North America Customer... Read More →


Wednesday April 17, 2019 2:30pm - 3:30pm PDT
Platinum 9