Smart is sexy and understanding what’s new in Business Central will make you the most interesting person at virtual cocktail parties. With Business Central at the core, we’ll show you the hottest integrations with Microsoft 365 and Power BI. KPIs are king and at your fingertips. See how you can report available cash, sales profitability, inventory value, and net income. With personalization tools and an enhanced user experience, everyone has the ability to work how they want in Business Central. Join ArcherPoint’s Gwendolynn Massie, a 21-year Dynamics veteran and lover of all things Business Central, for your tour of the features that make you go “wow!” and make everyone see you for the rock star you are.
If Sales Managers are not using CRM to manage their sales meetings yet, then you're not getting nearly enough out of your investment into Dynamics 365 for Sales. In this session we will explore the three stages of using CRM for sales meetings, driving improvement through both 1-on-1 and team meetings, and how peer groups can use CRM for their own roundtable meetings. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
In this session, we will review the most common security related mistakes companies make when upgrading or implementing Dynamics CRM. From who owns security, to who should implement it, and everything in between, we will provide proven project approaches that can keep your company off the security gotcha list. The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
In today’s work environment, the cloud gives more people access to solutions from a variety of devices. Users complain of multiple log-in requirements. In this session, you will learn how to implement a Single Sign On in the Azure Cloud, along with other ways to consolidate identities across the board for your various servers while still maintaining a secure environment. This session will be available for CPE credits pending completion of session survey post event. Level: Basic
Blue Moon’s Electronic Payment Suite has been automating payment processing from customers for years, and now adds streamlined payment processing to vendors. We are now starting to offer this functionality to Microsoft 365 Business Central customers too! Our Electronic Payment Processing gives you an efficient, embedded credit card capability that is fully integrated for sales transactions entered directly in Dynamics 365 Business Central or integrated from external system, and we will be demoing the product in both Dynamics GP and Dynamics 365 BC.
Do you think this session is not applicable to you because you may not be using Dynamics 365 Commerce? Great news! You can start leveraging the power of Microsoft to start identifying areas of revenue loss without any pre-requisites Dynamics 365 projects! Dynamics 365 Fraud Protection is one of the newest offerings in the Dynamics 365 family and focuses on increasing the online and instore revenues for retailers and wholesalers by providing actional insights and optimizations using the power of AI and ML. In this session we discuss the purchase protection, account protection, and loss prevention capabilities of the software and how they relate to business processes and customer experiences. After discussing capabilities we’ll discuss how you can take next steps in evaluating the solutions for your organization and what would be involved in that assessment. Come and join the Microsoft Fraud Protection product team, a Microsoft Global Black Belt for D365 for Commerce, and a Microsoft MVP in D365 for Commerce to learn more and help answer your questions and provide insights. For specific questions you would like to have discussed in the session, please submit them here: https://forms.office.com/Pages/ResponsePage.aspx?id=vBkjbhG_ikiYD5ihUwqy1cwGHWvSbyRInK_XR0SeKDxUME5DRlI0TTVFODY4UUtEQlhaS0ExNjJWVS4u To learn more, read about fraud protection here: https://dynamics.microsoft.com/en-us/ai/fraud-protection/
For GP admins, there is often a need for some basic SQL skills and knowledge. You may not have an IT background, but with some light training you can find the details on how to navigate SQL Server Management Studio and perform some valuable SQL tasks. This session with give an overview of that navigation as well as cover some of those key SQL functions including backups and maintenance as well as the table structure and the intro to report writing with views. If you are a GP admin looking for additional SQL knowledge, this session is for you. 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.
Interested in seeing what you can do with GP HR Features? You own this module, why not make use of it, whether or not you use GP for processing payroll. This session will provide an overview and give you ideas of what you can do with what you own. 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.
Learn how to set up workflows in Business Central to streamline your business processes, eliminate manual requirements, and become more efficient. You’ll see how workflows can help route invoices, orders, and other documents to the necessary departments and how reminders and task lists can help keep those workflows progressing. This session will be available for CPE credits pending completion of session survey post event. Level: Basic
Often as we upgrade through version of GP, we don't stop to really learn the new navigation options. Join this class to learn about the Navigation Pane & Lists, along with many other time saving tips. 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.
Customer-centricity is now a de facto business imperative and improving the overall customer experience is a top priority. But delivering connected experiences is often challenging given the systems and data are often siloed in ways that mirror organizational structures. Join this session to learn how Dynamics 365 Customer Insights, Microsoft’s customer data platform, can enable your organization to gain a 360-degree view of your customers across channels and drive proactive business processes. Extend the solution using Azure Synapse Analytics to combine customer data with financial, operational, and unstructured IoT data to build custom machine learning models and gain AI-driven insights.