There are so many new technologies that let the outside world interact with Dynamics GP. In this session we will explain what each of these technologies are and how they can make Dynamics GP so much more useful to your business. We start high level and then dig deeper into examples of how companies like yours are using these technologies. This session will help the novice to understand the technology but also have plenty of depth for those that are much more technical. 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.
What limits your supply chain? Lack of visibility. And those blind spots bring your business to a grinding halt. In this session, you will learn how the Blue Horseshoe Supply Chain Cloud works with D365 to connect your physical assets and digital intelligence. This includes: •Building a digital procure to pay process including automating workflows with suppliers, managing and validating documents, and creating supplier scorecards. •Optimizing fulfillment strategies to maximize profits across channels, including building fulfillment and sourcing strategies across channels and analyzing cost-to-serve. You’ll also learn how D365 and Supply Chain Cloud helps you build a digital supply chain while giving you a control tower view of your warehouse and logistics operations.
If you have been wanting to get started creating Flows with Power Automate, this is your chance! In this session, you'll learn: What can be done with Flows How are Flows different than SharePoint Designer Workflows How to create Flows for everyday tasks such as sending automatic reminder emails How to create Flows from templates The best resources for advancing your Flow skills Where to get help And more... All concepts will be presented through live demonstrations! Session Level: Basic
Explore Project setup and configuration tips for making Project to General Ledger reconciliations easier. Put on your detective hat with the experts and understand where to look first when projects don't balance for items such as unbilled accounts receivable, accrued wages, and work in progress. Improve your toolset and gain some insight on how to upgrade your Project reconciliation skills! Level: Intermediate
Do your salespeople need data from multiple systems to do their jobs? Do they ask you to gather reports so they can print them and take them to a customer meeting? Is your data siloed in disparate systems? In this session we will discuss how to give your CRM users a self-service reporting experience. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
How much Data is too much? Are smartlists and reports running at a snail's pace? Let's discuss Data clean up and Maintenance practices. We'll cover GP Utilities and Routines that can assist. We'll review GP data archiving options. 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.
Not currently using Fixed Assets? Why Not! We will cover the benefits of using Fixed Assets even if they are not integrated to the G/L. Let's dive into best practices and the benefits of using more of the Fixed Asset functionality including multiple Depreciation Books, Tax Calculations, and options for capturing Maintenance and Insurance. This session will be available for CPE credits pending completion of session survey post event. Level: Basic
Collecting payments is a necessary part of doing business. Unfortunately for many companies, it remains a manual and error-prone process that actually accrues more expenses and security threats. In this session, you will learn how to speed up the accounts receivable process, cut down on unnecessary costs associated with payment acceptance, and learn how to secure customer payment information within Microsoft Dynamics.
Everyone would love to carry just enough inventory to meet their demand and nothing more. Achieving that is easier said than done. Business Central has some flexible tools to help you take a step in that direction. In this session you'll learn how the Material Resource Planning (MRP) functionality works and we'll see some examples of replenishment suggestions that are system generated. We'll also talk about the best way to approach implementing MRP in your organization to maximize your potential for success. This session will be available for CPE credits pending completion of session survey post event. Level: Intermediate
The new Microsoft Power Virtual Agent gives you the tools you need to easily create and maintain intelligent chatbots. Join Daniel Christian, a Microsoft MVP as he introduces you to what Power Virtual Agent or PVA has to offer. In this session Daniel will go through how to build your very own chatbot that enables you to engage conversationally with your customers and employees without using a single line of code. Session Level: Basic
The tools and processes taught in this course will help Sales Leaders to better explain, motivate, and drive User Adoption in CRM for their Sales personnel. CRM has little to no value to the organization if not completely adopted by the Sales Person, and often times Sales Reps are disinterested and technically challenged. Sales Managers and Corporate Leaders typically fail to understand what helps Sales People evolve. This course will illustrate how to change behavior so that Sales People view CRM as a valuable tool for their growth. This course gives Sales Leaders effective tools for training, accountability, and motivation. The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
Dynamics NAV and Dynamics 365 Business Central development practices are changing rapidly. Moving from C/AL to AL, Visual Studio Code, code repositories, developing for AppSource - everything is a moving target. Learn about current practices to ensure you are developing for the future. This session will be available for CPE credits pending completion of session survey post event. Level: Basic