# Presentation

# Presentation
CONTENT

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How to Get Started Using Fixed Assets

In this session we will cover everything you need to know to begin using the Fixed Asset module.  We will cover setup, import, depreciation, retirement, reporting, and year end. 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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Moving to D365 in the Cloud? What is Your Best Path for EDI?

EDI is mission critical for many companies moving to D365 Finance & Supply Chain Management. And the smart companies are seeing why their EDI choice can help their implementations succeed.  During this session you will learn:  1.How to minimize impact on your trading partners while you go through an ERP change. 2.How to avoid D365 software customization for EDI and stay up to date with regular Microsoft D365 updates.  3.How to leverage your EDI solution to validate the data migration. 4.See a working integrated EDI solution in action. We will end the session with a Q&A with our VP’s of Operations & Technology.

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Power Query & Excel Inception! Get Excel Reports Into Excel Automatically

Which system do you get data from? Bet it can export it into a CSV or other Excel format. If you have issues getting to your raw data for any reason but can still export it, this session is for you. You will learn how to save exported data from excel files into a different excel file while cleaning it up and combining it with other reports as needed. After we set it up for the first time, you just need to place new reports in the same folder and Excel (Power Query) will automatically update your files! 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.

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Selling on Amazon: What You Need to Know

Learn Amazon terminology, get an overview of the various Amazon portals, and learn about integration possibilities with NAV/BC that will automate and streamline your sales, fee payments, and reporting on Amazon mfg/supply chain/admin/integrations.  This session will be available for CPE credits pending completion of session survey post event. Level: Basic 

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The END Of Dynamics 365 As We Know It

If you haven't been paying attention to PowerApps and the Power Platform lately you are missing a massive shift in the world of Dynamics 365 Customer Engagement. As far as I'm concerned, Dynamics 365 Customer Engagement consulting, implementations, architecture, and approach - the entire CRM game - has changed forever; and we can't wait to tell you what's happening. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

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Upgrading Your Word Templates to Visually Represent the Professional “You”

In this course users will learn how to modify Dynamics GP Word Templates. These modifications will include adding new fields, removing fields, changing formatting, and other company requirements. 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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Microsoft's Preferred AP Automation Solution for Dynamics ERPs

As 2020 progresses, finance departments are tasked with becoming leaders in digital transformation by creating resilient organizations that can manage business disruption in AP and procurement processes and prepare for unknown challenges that lie ahead. These initiatives will be crucial in determining which businesses will bolster productivity, enable a remote workforce and drive growth and which will fall behind. Attend this solution showcase to learn:•    How Dynamics users are using digital transformation in the "new normal" to achieve a truly touchless invoice management process•    The importance of automation in establishing visibility and control of cash flow, DPO, and liabilities across all entities globally•    Why finance organizations are leveraging cloud-based automation for accounts payable as a priority in 2020 for ensuring continuity across their organization•    The importance of leveraging Microsoft’s Preferred Solution to meet the needs of your existing ERP(s), while being flexible enough to support your operational requirements through upgrades and changes

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Maintaining Strong Security In The Work From Home World

Some companies allowed remote workers in the past, yet others have not until the Coronavirus arrived. Security and access to data, like the rest of your business processes, needs to now be looked at a bit differently. The good news is that it’s likely your company has many techniques in place already, or ready to implement. However, some controls are often overlooked, and a since ‘a chain is only as strong as its weakest link,’ it’s critical all security controls are addressed. Discover commonly overlooked controls and the steps to ensure security is not compromised with a remote work force. 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. 

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Our Favorite Dynamics GP Things (Updated)

Consultant and GP User Duo with a combined 33+ years of experience will share some of their favorite features of GP and help you make the most of your investment. Attendees will learn how to navigate more effectively in GP, how to be more efficient with everyday tasks and how to use new lookup techniques. 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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Project Accounting - Setup and GL Processing

Proper configuration of the Project Accounting module makes a tremendous difference, and this session is dedicated solely to tips & tricks in the setup and mapping of this module to your GL. Join us so you can help yourself and your colleagues within Project Accounting! 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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Solutions for Flexible Emailing of Sales Invoices

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.

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Top 20 Things Not To Do In GP

We’ve taken the time to connect with several GP consultants, ISV’s and end users to come up with a list of 20 things you should never do in GP.  Let’s learn from each other’s mistakes so that we never find ourselves in a situation that isn’t very desirable. Join us to learn some of the biggest issues clients face with Dynamics GP and how to open a proper support case with your IT team or partner. 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.