# How To

# How To
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Get Started CFO/Controller: Accounting Periods, Posting Dates, and Period End Closing

Wondering when to update your Posting Dates, create Accounting Periods and what you actually need to close each month or year? This session will discuss best practices for all your favorite posting date questions.

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Introducing PowerConvert

Migrate SharePoint Workflows to Power Automate with Agility, Ease, and Security SharePoint 2010 workflows have been deprecated – how does this impact you? If you’re still running SharePoint 2010, all your workflows were retired in August 2020 and removed from your existing tenant in November 2020. Don’t worry – you can migrate them to Microsoft Power Automate using our new accelerator, PowerConvert.

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What is PowerSalesToolBelt?

PowerSalesToolbelt allows you to instantly access your accounts, contacts, opportunities, and activities from your mobile device using Microsoft Power Apps. Not only will you have the flexibility to gain full access from wherever you are, but you’ll also enjoy the power to create new entries while saving valuable time by learning the shortest route to your customer’s location. Plus, with a tap of the screen, your default driving map will launch and give you directions right from your mobile device!

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PowerObjects’ Education Offerings

To ensure success, we offer several education options and programs, including: Product training on the out-of-the-box capabilities of Dynamics 365 and related technologies through Dynamics 365 University. Process training with a team of experienced Learning Consultants who focus on the specific ways you’ll use Dynamics 365, providing training and materials tailored to your unique internal processes. Change Management services led by certified Change Management Consultants who help organizations navigate their digital transformation journeys.

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PowerSuccess

A dedicated PowerSuccess D365 CRM Engineer acts as your single point of contact for all your Power Platform and Dynamics 365 needs and is backed by a Product Team of four additional system engineers. • Shortens the amount of time required to deliver solutions to you. • Shrinks any gaps in knowledge of your system. • Accelerates response time to changes in your system.

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Change Management Services

When organizations invest in Microsoft Power Platform and Microsoft Dynamics 365, they are also investing in the behavioral changes that employees must make in order for the system to yield a return. PowerObjects combines our Dynamics 365 and certified change management expertise to help organizations navigate this transition.

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Set Up Collections Agents and Customer Pools

A quick tutorial on setting up Collections agents and Customer pools within the Credit and collections module.

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Great Lakes Local User Group Meeting Recording

If you missed the February 23rd Great Lakes Local Users Group meeting you missed two great speakers, Kerry (Rosvold) Peters and Kim Dallefeld, talk about Finance and other related subjects. It was an amazing and great learning roundtable for all who attended. Members asked many questions and all the members offered insight and direction on each topic. If you missed the event, I have attached the recording Kelli Miller made. Cover Image is a snapshot of the upcoming Local User Group Meeting for 2021 so register for these events when they are available. It is an exciting line-up of speakers and topics to educate you and your colleagues on NAV/BC or general subjects. LUG 2021 I hope to see you there. Steven Chinsky

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Getting Started with Model Driven Apps in Power Apps

In this video, we discuss model driven apps in Power Apps using Dynamics 365. Check out this video to learn more and view a live demo!

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Advanced Approaches to Mobile Field Service Processes

This webinar explores topics such as continuous experience, building on top of traditional mobile apps, leveraging wearable technologies, boosting field technicians’ productivity, saving costs by getting the job done on the first visit, and ensuring safety during Covid-19.

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Diving Into the Compliance Manager for Dynamics 365

Did you know Microsoft has released a tool to help with managing compliance for a variety of regulations and standards, like GDPR, NIST, ISO20071, and HIPAA? And even better news, it works with not just Dynamics 365, but also Office 365 and Azure, integrating with your own AD as well. All companies need to worry about securing their data and being compliant with the regulations out there nowadays. In this session, we will show and demo how the Compliance Manager can help.  

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Sales & Use Tax Laws Digital Event

Join us February 24th from 11am EST to 1pm EST for our Sales and Use Tax laws digital "binge" program for 2-hours of in-depth expertise delivered in small bite sized chunks. Featuring leaders in tax compliance, retail and manufacturing from Avalara . Matt James, COO of Hickory Farms and your team at DAC as we unpack the impact of Covid-19, specific shifts impacting different states and so much more.