Welcome Microsoft Dynamics AXUG User Group AXUG www

Welcome! Microsoft Dynamics AXUG User Group @AXUG www. axug. com info@axug. com

Agenda • • • 9: 30 – 9: 45 Arrival & Registration 9: 45 – 10: 00 Introductions – 10: 00– 11: 00 Overview of Data and Analytics for D 365 - Fullscope 11: 00 – 12: 00 Collaboration between Engineering and Operation 12: 00 – 1: 00 Lunch and AXUG Chicago Chapter discussion 1: 00 – 1: 30 Microsoft D 365 Overview of Configurations 1: 30 – 2: 30 Dynaway – Hardware & IOT for D 365 & 2012 2: 30 – 3: 00 Round table discussions ideas for future meetings. 3: 00 Adjourn

Chicago Leadership Team Neal Folgers Senior EDI Programmer Analyst Wahl Clipper Corporation Sterling, IL Andrew Jaime Director of Information Technology Sokol & Co, Countryside IL

Chicago Chapter Update!! • We are 10 th in size of chapters, 8 th in the US. Today we have 383 Members!

What is available to you on the AXUG Site • The AXUG site is a wealth of information that can be used for solving problems, working on education. • Site includes how to videos. • Libraries of presentations & videos. • Recorded webinars. • Live webinars scheduled monthly. • Summit presentations available online. • Discussion threads to get help from your colleagues!

How To Videos • Short ‘How To’ videos to help new members get started setting up their profile, finding a chapter and adding co-workers to their account.

One-click Access • Easy access to upcoming webinars and the latest open forum discussions.

Popular Library Recordings and Help • Not sure where to start – check out the most popular webinar recordings or contact us for any additional questions.

Welcome and Introductions • Name • Company • Role in Company • Microsoft Dynamics AX Version • What topics would you like to hear about at future meetings? • What's your favorite activity to do locally and why? • One of your AX Challenges • Have you ever used CRM?

Welcome and Introductions • • Neal Folgers Wahl Clipper Corporation Senior EDI Programmer / Analyst & AX Implementation Team Microsoft Dynamics AX Version 2012 R 3 Vietnam Facility & D 365 CRM. Topics I would like to hear at future meetings are user showcases? I love to Fish & garden because it helps me unwind. Integration with an 80’s legacy system. We just went live with CRM for our South American Sales and integrated it with our Legacy System.

Welcome and Introductions • Name • Company • Role in Company • Microsoft Dynamics AX Version • What topics would you like to hear about at future meetings? • What's your favorite activity to do locally and why? • One of your AX Challenges • Have you ever used CRM?

Next Meeting: Tentatively We are looking at May or June of 2018. Initially we will be holding meetings every quarter. This meeting is our 4 th quarterly meeting since the Chicago Chapter restarted last June. As our group grows we may potentially change this to meet more often.

Thank You to Our Sponsors

AXUG Event Calendar Focus 2018 - Indianapolis SUMMIT 2018 - Phoenix May 21 -24 2018 Save the date! Education Sessions that allow a deeper dive, on more specific topics within AX. October 15 -18, 2018 Save the date! Leading live-event featuring community-produced education and optimal networking opportunities. Local Chapter Events : Chicago Chapter Meeting 1 st Quarter Meeting May or June 2018 Save the date! Tentatively Held At Microsoft in Downers Grove. Not sure which conference is right for you? Visit: www. axug. com/overview

Please Hurry Summit & Hotel Registration is Now OPEN!!

Sponsor Presentation : Overview of Data Analytics for AX 2012 and D 365 • Gina Pabalan – Director of Business Intelligence at Edgewater Fullscope • Over the past several years, a lot has changed in the world of data & analytics for Microsoft Dynamics. And with this change, comes a lack of clarity on vision, strategy and pitfalls as it relates to your operational data. Whether you are an AX 2009 customer looking to move to D 365, or a AX 2012 customer trying to understand the best way to achieve agile reporting and analytics, this session is for you. We will do a deep dive on all the factors that will be important as you build out your own strategy to serve operational data & analytics to your business constituents. .

Questions

Sponsor Presentation : How to improve collaboration between Engineering and Operations • Presented By: Dan Fite – Director of Business Development for Bluestar PLM

Questions

Networking & Lunch Break – See You in 45 Minutes • Sit with someone you do not know. • Get to know the people around you

Sponsor Presentation : D 365 Configurations • Andrew Birch – Binary Consultants

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Sponsor Presentation : Hardware & IOT • Jesse Zdonek – US Business Development Manager - Dynaway

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Reminder : Summit 2018 Phoenix October 15 – October 18 • Registration for Summit and Hotels now Open!

Potential Topics for next meeting • Ideas?

Roundtable Discussion Here a few suggestions to get the conversation started. If you do not want to use these questions to start the discussion, you can also divide up the room by version, industry, or job role § Summit Versus Focus? § Who upgraded recently or is in the process of doing so? Please elaborate for the group. § Microsoft Power BI – who has tried using it against their production data? § Anyone integrated other Dynamics packages with AX?

Special Thank You To Our Host! • Be sure to thank Microsoft for allowing us to host our user group meeting here on site!

Upcoming Meeting - Save The Date! • Remember our upcoming meeting will be in May or June of 2018. • If you have a pressing topic you would love to see addressed please feel free to contact me! • If you would like to offer your facility to hold a user group meeting also please see me!

Topics For Next Meeting • Meeting Format? . . OK? • More Depth? • Volunteer company share your story / struggles.

Thank You Thank you for attending our meeting, and we look forward to seeing you next time! Please provide feedback by completing the post meeting survey. Your opinion is valued! @AXUG www. axug. com info@axug. com