# Best Practices

# Best Practices
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Key Steps to avoid poor User Adoption in your CRM – and reduce your CRM Project budget

Imagine – you have completed the rollout of your new (or upgraded) CRM. But…the users are not happy. Some of them are reluctantly using it, and the others are just sticking with email and their spreadsheets – or whatever they were using previously. A few are vociferously complaining and making the situation worse for everyone.

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Microsoft Support Series 2020: Security

Join us for this webinar to hear the latest from the Microsoft D365 support team. You'll learn about security: the best patterns for use and how to overcome current customer issues/questions/gotchas.

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Skeptical about AI-derived recommendations? Here are some tips to get you started

As a senior executive or CIO, how can you assure yourself that artificial intelligence (AI) or machine learning (ML)-derived recommendations are reasonable and flow logically from the project work that has been performed? While you want to be supportive and encouraging of your team’s work, you don’t want to be misled inadvertently and you want to confirm that the data science team hasn’t misled itself.

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Excel How To: Top Functions & Formulas for Business

This fast-paced session covers the most useful functions, formulas, and tips you need to build organized workbooks. From conditional formatting, date functions, and VLOOKUP, to building payment calculators, learning the magic of Flash Fill, and more. This presentation is for any Excel novice or enthusiast looking to take their spreadsheet skills to the next level.

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5 Tips to Improve the Way You Manage Your Azure Networks

Learn the edge services to have more visibility and proactive monitoring of your Azure Virtual networks and best practices to manage the inbound/outbound traffic flow. 

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GPUG All-Star Series: Virtual Presenting Tips and Tricks

Join GPUG All-Stars Aleiha Hanson, Belinda Allen, Jo deRuiter and Frank Heslin as they discuss tips and tricks for virtual presentations. Discussion will include PPT presentation, presenting to an audience you can’t see, and other tips for virtual sessions. Bring your questions and your experiences to share!​​​​

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Why Data Management is the Most Important Part of Analytics

In this session, we'll show you how easy it can be to mistakenly create what seems to be a useful dashboard in Excel or Power BI, but isn't truly relevant due to poor data management. Then we'll walk through best practices and tools for effective data organization and governance processes so you can ensure you'll always walk away with what are helpful, accurate dashboards that will drive competitive, stellar results.​​

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10 Lessons Learned From Dashboard UAT (User Attack Testing)

​Let’s face it — building a great dashboard is daunting. Getting people to use it is even more terrifying. After launching 600+ dashboards for some of the largest brands in the world, join me as we take you through our top 10 lessons learned. I'll teach how to change your traditional UAT (user attack testing) session from boring to winning!

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Investigating Problems in D365

Sherlock Holmes had a very stringent method for solving mysteries, I have found that when faced with hard problems in Dynamics 365 learning from how detectives like Sherlock Holmes work can be very helpful. As a long time expert, I often get called in to solve issues which others have failed to solve. Sometimes, using these methods it is elementary, sometimes it requires relentless investigation many days of gathering data, analysis, comparisson, deduction. I will share this method and some of my stories of the trickier problems I have had. 

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Developing PowerApps and Flow Applications with Azure Cognitive Services

Learn how to combine the power of Microsoft Power Platform - PowerApps and Flow - with Azure Cognitive Services' Computer Vision to create sophisticated line of business applications for your enterprise. The following topics are covered: - Canvas applications in PowerApps - Microsoft Flow - Setting up Azure Cognitive Services' Computer Vision​

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Account Rollups: Best Kept Secret of Dynamics GP

Learn how to set up and use Account Rollups! Need a quick answer on real-time balances? Want to learn to reconcile quicker? Account Rollups Save the Day!​

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Driving a Rapid ROI with Experlogix CPQ

Navigate today’s sales environment and discover how CPQ can help your company save money. Improve your bottom line, increase customer satisfaction and generate real ROI through the multiple benefits that Experlogix CPQ can bring to your business. CPQ software can help your company run with fewer resources and help your team do more with less.