# Presentation

# Presentation
CONTENT

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Pro Tips for Excel Reporting

Learn how to make your Excel reports more efficient. Learn how to create new Excel reports that replicate your Smartlist favorites. In this session we will take some of the out of the box Excel reports and walk through the steps of adding new columns, removing columns, and graduating from leveraging Smartlists and exporting t: Learn how to make your Excel reports more efficient. Learn how to create new Excel reports that replicate your Smartlist favorites. In this session we will take some of the out of the box Excel reports and walk through the steps of adding new columns, removing columns, and graduating from leveraging Smartlists and exporting to Excel directly into refreshable Excel reports.  GP 2010 or newer (versions applicable). This session is geared for an audience with a basic skill set. This session will be available for CPE credits pending completion of session survey post event.

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SMarketing (Sales + Marketing) – How to give Marketing a seat at the Sales table in Dynamics 365

In this session, attendees will learn how to use Dynamics 365 CE as a tool to organize marketing campaigns and align marketing campaign ROI to sales success. Our discussion will begin with a live, “Art of the Possible” demo of a Marketing Command Center in Dynamics 365. We will then break down the demo step by step and discuss the strategy behind using Marketing Automation and an easy lead management process to make “SMarketing” magic happen between the Sales and Marketing teams. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

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Tools for Managing Cash Flow in Dynamics SL

Cash position is everything in these difficult times. SL has tools in AR, AP, and cash manager to forecast cash inflows, outflows, and current cash positions.   Find out how to properly configure SL to take advantage!  Level: Basic

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Using Data and AI to Drive Better Sales Outcomes in D365

Microsoft includes many data analytics and AI tools in D365, come learn how to leverage them to better utilize your sales resources and drive revenue. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

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The WHOLE Story about Inventory to G/L Reconciliation!

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. 

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Creating Timeless Integrations: Crash Course on REST APIs (BCUG/NAVUG)

Want to connect to any system, especially non-Microsoft ones? Through the beauty of a REST API, you can! Using REST APIs to integrate solutions will ensure your integrations stand the test of time and are able to adapt with your changing business processes.  This session will be available for CPE credits pending completion of session survey post event. Level: Basic

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Making Workflow Work for You!

Workflow options are ever expanding. This  session will demonstrate options you may not know exist, including routing by financial dimension, conditions and automated processing additions.  You will also learn how to set up and incorporate the new configurable hierarchies in the workflow process.  You can make workflow work for you! The content of this session is geared toward an audience with beginner-level knowledge of the subject area. This session will be available for CPE credits pending completion of session survey post event

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Playing the Post Implementation Blues

After implementation, we all discover things we should have done differently.  Find out from others how they have re-implemented components of SL to maximize the possibilities. Level: Basic

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Quick Query Hints & Tips

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

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SQL Reporting Services and You, A Match Made in GP Heaven

SQL Reporting Services is Microsoft’s powerful reporting engine that can allow you to deploy reports to your entire organization.  With the integration of Power BI visuals, SSRS can be the one-stop shop for all of your reporting needs.  This session will look at the setup and deployment of SSRS in your organization and some report designing tips and tricks to take your reports beyond simple tables of data! This session is geared for an audience with a basic skill set. This session will be available for CPE credits pending completion of session survey post event.

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Transforming Your Business Processes with Power Automate

Join this session to learn how to leverage Power Automate to transform your business processes.  Attendees will learn the benefits of using Power Automate, including: •How to identify processes that need automation •Power Automate Use cases - Modern workplace •Power Automate Use cases – Business Apps/D365 •Connecting Apps with Power Automate Session Level: Basic

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Where Should Your BC Installation Go? Know Your Options!

When we were setting up Dynamics NAV environments, it was always on-premise. There was no decision to make on where to install the system. Enter the era of Business Central, a new platform with new cloud-based options. Many companies have questions … What option is best for us? Should we go SaaS (Software as a Service)? Should we remain on-premise? Are those my only options? During this presentation, we will explain these options, highlighting the positives and negatives of both approaches. You will come away ready to make an informed decision on where to set up your Business Central environment.   This session will be available for CPE credits pending completion of session survey post event. Level: Intermediate