Power BI can represent an intimidating transformation in the way many teams still interact with their data. When well-wielded, we’ve seen Power BI be a catalyst for adoption of data-driven decision-making in a number of our clients' organizations. This session will center around lessons learned from working with a number of Fortune 500 companies, including: conversations that build trust and consensus at each step of implementation, tips and tricks for building reports for many different typesof audiences, and ideas for keeping solutions relevant and actionable.
When everyone works from home, how do you maintain vital controls to prevent fraud? Listen to real world examples of how frauds can happen, who perpetrates them, and methods to prevent losses. Learn about how you can configure SL to enforce segregation of duties, audit access to key screens, and provide traceability for DCAA compliance This session will be available for CPE credits pending completion of session survey post event.
Join this session for a deep dive into the Dynamics SL Advance Purchasing Options. Learn the benefits of leveraging the below modules: •Requisitions •Order Management PO Creation •Service PO Creation •Inventory Replenishment •Landed Cost This session will be available for CPE credits pending completion of session survey post event. Level: Intermediate
What is Flexible Billings and how do I configure it to make my billings easier? Join us as we answer this question and more while we review the Flexible Billings module and how it works with the Project, Allocator, GL, and AR modules. This session will be available for CPE credits pending completion of session survey post event. Level: Basic
Understanding how data from AP, AR, Inventory, Project, Sales Order, and Purchasing end up in the General Ledger is critical for reporting. Make the most of Quick Query and other tools by understanding where data originates. This session will be available for CPE credits pending completion of session survey post event. Level: Intermediate
Looking to step your game with Management Reporter for Dynamics GP and SL? This session will show you how to create three complex reports: a Consolidated Income Statement, A Dynamic 12-Month Income Statement and a Cash Flow Statement. Plus, learn how to use non-financial data (or KPIs) to present data to your executive team. This session will be available for CPE credits pending completion of session survey post event. Level: Intermediate
We're bringing back a hugely popular session: 50 things you may not know about SL. This is a fast moving collage of tips to make SL more efficient. This session will be available for CPE credits pending completion of session survey post event. Level: Basic
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. This session will be available for CPE credits pending completion of session survey post event. Level: Basic
The decision to move your mission-critical business applications to the cloud is no longer IF but WHEN. Chances are you’re already successfully running applications in the cloud today. Cloud-based payroll, HR benefits, marketing automation and email are amongst the many available solutions that companies have been managing online for years. Historically companies hesitated to move business applications like GP, SL, NAV, AX and CRM to the cloud, but to stay competitive and drive business continuity, the time to migrate is now. Regardless of your company size or industry, recent events have shown us how important moving to the cloud is for all businesses. As companies went to being fully remote for months, some found that their on-premises solutions could not accommodate a virtual work force and caused unnecessary problems with day-to-day operations. Real-time secure access to data, regular back up provisions, remote access for all users are just some of the cloud benefits. In this session, learn best practices on how building an effective migration strategy and plan will support a successful move to the cloud and help maximize your business application investments.
Key customization's can significantly speed up data entry. Find out how simple it is to remove unneeded fields, remove tab stops, add commas in numbers, make fields required, add user fields, freeze panes in a grid, and more. No programming experience needed! Level: Basic