Do your SmartLists run slow, do they waddle to and fro? Do you get tired of waiting? Do you have way to many? Together we will discover many ways can make SmartLists work for you. You will walk away from this session with a game plan to turbo charge your reporting in GP. Learning Objectives: 1. Teach everyone how to make SmartLists run faster 2. Show some little known ways to restrict in the search 3. Learn when it is time to move up/on from just using SmartLists – if ever 4. Create more coffee time for everyone on your team 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.
GP’s Field Service Module can be used for much more than just ‘Field Services’ although if properly setup is fantastic for that! Learn about creative uses of Field Service along with Contract Billing, Contract Management (tied in with inventory), Preventive Maintenance Tracking, Using for SOP and POP Returns Management and Depot Management, which is a way to provide an organized path for items returned for maintenance and even provides the ability to put the item back into inventory under a new item number as refurbished! Learn more about the myriad uses for Field Service in Dynamics GP. Learn how it interacts with other modules in GP. Understand how it can be implemented for all or just one of its functions! 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.
You may already know that Dynamics GP Workflow can automate approval processes — but what exactly does that mean? This session will review the functionality behind the GP workflow, available transactions and master records, and how the approval process is completed and tracked. We’ll also cover some tips and tricks for setting up steps and conditions to make your approval process flow as required. And what about Power Automate? We will explore where this fits and compares with GP Workflow. 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.
Do you still question how NAV/BC Inventory Costing is posting? This session with breakdown Posting Groups, Item Ledger Entries, and Value Entries for Standard and other costing methods. Understand how these postings work together in NAV/BC for reporting. We will also review the Adjust Cost and Post Inv Cost to G/L routines and how they create Adjustments. This session will be available for CPE credits pending completion of session survey post event. Level: Basic
Many companies were caught off guard when the pandemic struck. They did not have online strategies to help them transition from offline to online sales and marketing. Using best practices and case studies developed during the pandemic, Marie Wiese of Marketing CoPilot will share an outline for a survival plan that can be applied to your marketing automation and CRM technology to produce lead management results in times of dramatic change. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
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.
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.
SmartLists, GP Reports, SSRS, Management Reporter, Excel Reports, Navigation Lists, Power BI... WOW Feeling lost or that you're maybe not utilizing the best reporting options in GP? Join us as we cover... - Pros vs cons to each reporting option - Quick how-tos on deploying each option, accessing & making changes - Most-used scenarios - Best practices for staying organized & keeping your users in the right place 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.
A collection of useful tips to help you work faster and more efficiently in Power BI. Topics include best practices and recommendations for improving the loading and modeling of data, leveraging parameters, creating date tables, time based calculations, measures vs. calculated columns, using report themes, bookmarks, and templates, ideas for faster creation of reports, and more. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Key customization's can significantly speed up data entry. Find out how simple it is to remove unneeded fields, remove tab stops, add commas in numbers, make fields required, add user fields, freeze panes in a grid, and more. No programming experience needed! Level: Basic
As the economy slowly recovers and the new normal settles in, now is the time for finance leaders to strategically rethink the way they operate to help the business survive and thrive in turbulent times. Since Accounts Payable is the #1 most time-consuming function in finance today, automation and scaling are the key components of modernizing your organization to enable business success. Join us to learn how Tipalti can help Dynamics GP, Dynamics NAV, Dynamics 365 Business Central customers streamline and transform global payables operations, adding governance to regional entities, and automating tiresome processes that weigh you down.
Calling all Management Reporter users! Come see some of the most recommended Tips & Tricks for report design, reconciliation and distribution to have smooth sailing financial reporting ship. Maximize your knowledge and use of Management Reporter in this crash course of "favorite features". Bring your questions and report design scenarios to share in this casual and informative session.