Uncategorized

Learn how businesses of all types are keeping their teams productive and engaged during the pandemic. 5 Panelists will present 5 mini-sessions and answer your questions: Participants from retail, manufacturing, professional services, financial, non-profit and healthcare will discuss how they are setting policies, adopting strategies and using technology to keep their businesses moving forward no matter where their employees are working. You’ll also offer tips on using Dynamics 365 and Office 365.

Slides to take back to your business owners to show value. Screenshots and links provided of highlights of the new Credit management feature. ​

Utilizing the new Credit management tools to set automatic credit limits as well as set blocking rules for past due or overextended customers.

If you have questions about Business Central and you want straight, non-sales answers, then this roundtable is for you. We’ve got 4 long-time, GPUG Partner contributors that now also support BC who will discuss your inquiries & concerns without bias in an open forum. Get the straight scoop for your business from trusted resources who work with and promote both applications.

Become an expert on Docker in 90 minutes – we’ll the basics all the way through to advanced Docker concepts and how to publish NAV / BC AL code against your Docker images. In this demo-heavy session, we’ll start with basic command line actions and managing images and containers, discuss Docker integration with VS Code, publishing code, and advanced topics including Docker Compose for running multiple containers together, publishing to Azure and looking at the Azure command set for publishing, and Kubernetes on Azure as for container management and centralization.

Summit Track Preview:
Industry

Sessions Previewed:
1. Implementing Fulfillment Ordering to Perfect your Supply Chain Processes
2. HITB….How to Reset, & Overcome the Objections!
3. Project Accounting – Setup and GL Processing
4. Purchasing Returns To Vendor (RTV) and Other Cool PO Tools
5. Upgrading your Word Templates to Visually Represent the Professional “You”

Running an effective meetup virtually is not easy. The goal of a meetup is to foster an open community and share information that participants find useful. With this goal in mind, Microsoft Teams has a few different ways that you can run a virtual event. Each has their own benefits and drawbacks.
Gregory Petrossian, Business Transformation Consultant at CSG Pro will walk you through these options to help prepare for your next virtual meetup!​
#TipsandTricks
#Beginner

Join Belinda to learn the lessons she has learned (the hard way) on having local User Group Meetings that still have that personal touch. Belinda is a co-leader of the Charleston (SC) Power BI User Group Chapter and was a previous co-leader of the New York City GP User Group Chapter.

Belinda’s role with the Charleston Power BI UG is managing remote meetings. Also, Belinda has presented remotely for UG meetings many times over the last few years.

#Beginner
#communitycares

Dynamics 365 PSA or Project Service Automation is a fully functional Project Management application for services organizations. Whether you are doing Fixed Priced/Milestone based projects or Time & Materials projects, D365 PSA is the right platform for any organization already using D365. In this session you will hear from our Delivery Head, Kuldeep Gupta, who has written one of the first e-book on PSA , has published several articles on the Dynamics community and publications like MSDynamicsWorld.

Presented by: @Geoff Ables

It’s a fact – 47% of CRM projects fail 2 or more times before organizations get it right. One of the most critical reasons: not understanding the unique planning process. This session will dive into what should be included in your CRM roadmap, how to build it, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, and constantly improving.
#Leadership
#CustomerEngagement

This session will provide insights about the Dynamics AX/365 for Finance and Operations Item Coverage setup for Master Planning. The session will explore a variety of codes and settings and the influence on Forecast and Master Scheduling. Discover the MRP options available for the management of time fences, production / purchasing / transfer requirements and other coverage settings.
 

​#UnifiedOperations#Functional#SupplyChain#Intermediate

Join Christos Pittis as he presents Dynamics 365 Business Central Deployment, outlook and Microsoft Pay.

It’s a fact – 47% of CRM projects fail 2 or more times before organizations get it right. One of the most critical reasons: not understanding the unique planning process. This session will dive into what should be included in your CRM roadmap, how to build it, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, and constantly improving.
#Leadership
#CustomerEngagement

When it comes to metrics, leaders need to start with what to measure and why. What are the behaviors you want from your sales and service team, and what levers do you have to push in order to increase sales performance? In this session we’ll discuss the best practices for developing actionable metrics. Then you will see you examples of how to incorporate analytics into Dynamics 365 for Sales and Service using the built-in reporting tools and Power BI. You’ll take away ideas for how to use metrics more strategically to achieve your goals.

Join fellow users in your quest for certification with Microsoft Dynamics 365! Study Group sessions are round table discussions across a variety of topics and themes applicable to the Microsoft Certification listed. Please review the following topics for this week’s discussion on the MB200 Certification (Microsoft Power Platform + Dynamics 365 Core): Perform Discovery, Planning, and Analysis

​Do you want to deliver outstanding events for demanding audiences? In this session you will learn how to turn your Dynamics 365 portal into an all-in-one online event management system that utilizes an easy-to-use interface to help you plan, organize and deliver events of any complexity, saving you time and empowering you to deliver an innovative experience. Learn how the event management solution combines automated processes with the simplest of interfaces.

Most digital agencies list SEM as a service offering, but you may be surprised to know how many have NO experience or training in paid search! Because it can be so easy to pick the wrong agency, we’ll focus on the steps and questions to find and vet a good SEM vendor, including expectations and relationship management to get the best results in the months and years to come.

test

WAX too complex for your warehouse processes? Come experience the alternative and be amazed by what you can do with the Mobile WMS solution from Tasklet Factory. ​​

Tips include how to support direct labor from a distance, how to stay social while being socially distant and more.​