We get it, you love SmartList and well you should. But too many of you are running SmartLists just to export them to Excel! There are so many other ways, both easier and quicker, to get your data into Excel if you need to. In some cases, you can even have the Go To's you've come to love. In this session we will go over the methods available to you - the non-developer - to get your data into Excel where you want it. This session is geared for an audience with an intermediate skill set. This session will be available for CPE credits pending completion of session survey post event.
Are you or your small team charged with managing GP for an organization with lots of GP companies and similar tasks daily, weekly or monthly? If you're performing the same task more than once (ok twice) there's opportunity for automation because you have better things to do with your time! I'm the sole admin for 49 GP databases and I'll show you how I use SQL to automagically open the GP fiscal period for a new month, run an automatic daily AR aging process and more across our entire GP enterprise. Participants will learn how to: 1.Create a SQL process to automatically open the new fiscal period for one or more GP companies; 2.Use SQL to automatically ‘age’ all accounts receivable customers daily; 3.Automatically generate an AR Aging and email it as an attachment directly from SQL This session is geared for an audience with an intermediate skill set. This session will be available for CPE credits pending completion of session survey post event.
Join us for a walk through and demonstration of how to use Power Platform with D365 Finance and Supply Chain. The demo will include Power Apps and Power Automate flows communicating with D365FSC in real time for quality control, and vendor invoicing. The presentation will also involve a discussion of important considerations related to creating Power platform content that uses ERP data. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area. This session will be available for CPE credits pending completion of session survey post event.
As you look to maximize ROI across your organization, now more than ever, the things that appeared “little” are more expensive than you realize; manual data entry, filing documents, and searching for files have real costs associated with them. Attend this interactive workshop session as we explore the steps, the industry data and benefits of centralized document management and invoice process automation. Learn real-world examples that you can analyze and easily convey, as you build the business case for AP automation and pave the way for its success!
Come learn from two D365 implementation experts about the lessons they have learned in their combined 8+ D365FO implementations and upgrades. We will discuss everything from ISV readiness, unexpected costs, partner relationships and internal team involvement, readiness. The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area.
Flip your organization upside-down and see what comes out! In this session, you will learn a simple technique for changing the culture inside your organization, which can result in increased process efficiency and reduced costs. This approach is not just for manufacturing! A continuous process improvement culture can be effective for all functional areas (finance, IT, warehouse, sales, etc.) and all types of businesses (grocery stores, law firms, hospitals, distribution centers, and much more). If you have any process at all, this method can help you! Join us and see how continuous process improvement works and how you can start implementing it in your organization today.
Join GPUG All-Stars Abra, Amber, Kyle, Shawn, and Zubin with guest appearances from other MVPs and All-Stars (present and future, aka - you!). This session is a throwback to the origins of GPUG, your Q&A session, this is intended to be a live troubleshooting session. We encourage audience members to respond to each other's questions sharing their experience as to how they have responded to similar challenges. We want to demonstrate to you the Power of Us, to recognize that you are not alone and that your peers know how to guide you through your challenges. Our expert panel will be there as a safety net, to course-correct or fill in the gaps if necessary, but we want this to be your session. We will not have a formal presentation, we will start the session with an interactive whiteboard of your questions. We will ask all attendees to submit their questions in advance so we can maximize our time responding vs soliciting questions. If we don't cover everything during the session our panel will respond to you after the session. We are looking forward to us all working through your issues together!
If you are emailing sales invoices, chances are that you are not doing it in an optimal way. There are many possible improvements of this process and we will describe the most beneficial ones. We'll discuss the critical emailing shortcomings in D365FO and will show you the potential solutions. Whether you are a power user or a functional consultant, we will teach you which customizations to require from your developers in order to get the most out of your emailing process. The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area. This session will be available for CPE credits pending completion of session survey post event.
Get crystal clear clarity on the key differences between an upgrade and a re-implementation. We’ll provide a brief analysis on the cost, time, technical challenges, and the final output of these two different paths to updating Dynamics NAV. We’ll also discuss what critical factors lead companies to upgrade or re-implement. We’ll also answer questions about your unique scenario to help guide you to make the best decision for your company. This session will be available for CPE credits pending completion of session survey post event. Level: Basic
Struggling to balance your inventory sub-ledger to your General Ledger? Once you know what's happening "underneath" you'll resolve issues quickly and confidently. This presentation covers what you need to know to realize smoother inventory to G/L reconciliations: the do’s and don’ts, typical scenarios, unusual situations, preventative measures, corrective actions and much more.