# Roadmap

# Roadmap
CONTENT

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Custom Business Central Reports in 5 Minutes? Yes way!

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Top 10 Easy Steps to Cash Flow Forecast!

Now is your opportunity to learn how to set up a cash flow forecast. Follow along step by step in Business Central and you'll be ready to do one for your own company in no time. 

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Janie's Got a Gun - It's actually a PSTL

Join us to see all the FREE amazing tools hiding in the PSTL (Professional Services Tools Library) toolbox, from GL modifier/combiner, RM Transaction Unapply to Company Copy and more! Participants will take away: - Understanding of the tools contained in the PSTL toolset and their use - Gain knowledge to use the tools in your GP environment 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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Data Repair in GP: Repair Options and Best Practices for GP

We will discuss the myriad ways to do data repair in GP, we’ll cover normal repair scenarios and go through the best practices for advanced or complex data repair in GP.  We will also be reviewing the myriad tools at your disposal for ensuring you efficiently and accurately get the data repaired with low risk to your employer or client.  Some little known tools will also be shown (free tools) that you can use to your advantage for accurately repairing or cleaning up data!  Some of these tools will be given to you! Tons of tips, tricks and resources to help. 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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What's New: Power BI

  Get updated with all things Power BI. Join this session to hear what's new with Power BI from Microsoft. Session Level: Basic

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AP Automation: What We Learn When We're Not Looking

As we have learned to adjust our work environments, processes and daily routines, we have gained organizational insights about how we need to be more flexible, collaborative and connected. This session will cover the challenges of processing invoices remotely, with even less visibility, and even greater need for integration with Dynamics GP. We will discuss lessons learned and real-world examples of streamlining the accounts payable process and centralizing document management. We will include a live demonstration of KwikPayables for GP that features a touchless AP process with end-to-end visibility -- keeping your team connected wherever they are.

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Dynamics GP Navigation 101

Regardless of your level of experience with GP, none of us know it all; but you will leave this session with a list of navigation features you didn't know existed or didn't know how to use in the software. If you're new to GP, this session is a must. We will show tips, tricks and shortcuts around reducing mouse clicks making your daily tasks and navigation in Dynamics GP more efficient. A few surprises are always in store during this fast paced session. 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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Considering CRM? Try Using What You Already Own!

CRM can make a significant impact when it is well executed.  One of the most challenging aspects of an implementation is the integration.  The next most challenging aspect is the change management.  Attend this informative session to learn how Stonewall Kitchen and Innovia worked together to achieve amazing results using the built in Relationship Management in NAV/Business Central. Level: Basic

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Changing your Costing Method in D365 Finance and Operations? What to Expect and is it Worth it?

Thinking about changing your costing method in D365FO? What do you need to know, and what to expect.  In this session, an inventory expert will demonstrate what you will need to consider and what to expect when making such a change. 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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Keep Customers on Track with SLAs and Entitlements

Learn how SLAs and Entitlements can be implemented to enhance customer relationships. Join us for a deeper dive into creating complex SLAs and defining entitlements. See how custom SLA relationships can be designed for use cases outside of standard customer service (such as opportunity). Gain an understanding on combining the two features can enhance customer service interactions and satisfaction. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

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Demand Forecasting in Azure, D365 Finance and Operations, and Power BI

Learn how to set up and use the Demand Forecasting functionality in D365 for Finance and SCM. We will talk through the algorithms available for forecasting and how you can tweak the settings and control the machine learning project. We will also discuss examples of how to extend the functionality and bring more life to your machine learning project. Learning Objectives: understand Time series models and algorithm parameters needed for statistical forecasting in D365; understand how to use Forecast models for forecast comparison and analysis; define how forecast models can be used to feed plans and fulfill an S&OP process. The content of this session is geared toward an audience with intermediate to advanced-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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What's New: Power Virtual Agents

  Hear the latest Power Virtual Agent updates from Microsoft in this session.