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AXUG Session: Life Changing D365 Excel Examples

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Mike Castelluccio, Partner Director
Mike Castelluccio, Partner Director

I connect people with solutions that will transform their business.

We're presenting at User Group Summit North America this October! Here from our very own Justin Carter as he dives into some topics pricing strategies in Microsoft Dynamics 365 F&O and how excel can make your life easier. 


D365 Excel Examples that Might Change Your Life

Wednesday, October 16, 2019 from 12:45 AM – 1:45 PM

Hear from the pros as Microsoft MVP, Justin Carter, shows you several ways the Dynamics 365 for Finance and Operations Excel integration can be leveraged to drastically improve the employee experience at your company. From data cleansing, to centralized template management, to process optimization, see how this incredibly valuable integration can be used in ways that may surprise you!


  • Learn to find relevant excel data entities that can help with ad hoc reporting or data entry/manipulation.
  • Be able to create your own custom excel templates to create entries such as header/detail records using only excel
  • Cleanup data in mass using various excel tools
  • Insert/update data, using an example of creating/editing organizational hierarchies via excel


Pricing and Discounts Deep Dive Walk-Through

Wednesday, October 16, 2019 from 12:45 AM – 1:45 PM

Microsoft MVP, Justin Carter, will walk you through pricing strategies in Dynamics 365 for Finance and Operations. You'll take a look at the new advanced features like automatic trade agreements, smart rounding, and discount use cases for your implementation. You'll also learn about potential pitfalls and how you can avoid them. 


  • automatically create periodic pricing for SKUs based on a variety of criteria, export to excel, and adjust as needed
  • apply smart rounding to a group of trade agreements to conform with a corporate pricing strategy and automatic pricing calculation rules.
  • Apply a variety of discounts in the system to a series of examples.

Meet the Speaker

Justin Carter

Director, Solutions Architect
Blue Horseshoe Solutions


Justin Carter has over 12 years of Microsoft Dynamics AX and Dynamics 365 F&O experience and was awarded Microsoft MVP 5 times. He is a director and solution architect for Blue Horseshoe. He's also a singer, a dedicated father and husband, and has a ton of hobbies you can ask him about. 

About the Summit

From Dynamics 365, AX, and CRM to Power BI, Power Apps, and Microsoft Flow, User Group Summit North America is your go-to conference to gain information and find the solutions you need to meet your business goals. Attend sessions to learn how to maximize your Microsoft software performance, hear tips from the pros, and walk away with a better understanding of how to transform your business. Blue Horseshoe’s supply chain experts will be at booth #1201 ready to answer questions.

When: October 15-18, 2019
Where: Orlando, Florida 
Cost: Use our promo code to get 10% off the registration fee!


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