Looking at ways to better meet the needs of your clients is critical for accountants. Using customer relationship management software (CRM) is an excellent way to serve your clients by keeping them happy and engaged. CRM software is also simple to use, allowing accountants to work much more efficiently without constantly dealing with technical issues.

Low-code/no-code isn’t just the hottest buzzword/term now, but a major technology category with huge growth potential in this decade. In part 1 of this series, I explore the evolution of low-code/no-code, call out a few players in the space, and leave you with tips to consider before choosing a solution.Source info:Intrado: https://www.globenewswire.com/news-release/2020/11/10/2123468/0/en/Global-187-Billion-Low-Code-Development-Platform-Market-to-2030.html#:~:text=The%20global%20low%2Dcode%20development,period%20(2020%2D2030). Excel history: https://microsoft.fandom.com/wiki/Microsoft_Excel SAP Purchases Appgyver: https://news.sap.com/2021/02/sap-acquire-appgyver/ John’s take on Appgyver: https://mydacfeed.com/view/video/sap-acquires-no-code-platform-appgyver App references:Retool: https://retool.com/Bubble: https://bubble.io/Excel: https://www.microsoft.com/en-us/microsoft-365/excelWordpress: https://wordpress.com/ Microsoft Power Apps: https://powerapps.microsoft.com/ AWS Honeycode: https://www.honeycode.aws/ Google Appsheet: https://www.appsheet.com/ AppGyver: https://www.appgyver.com/

The pandemic has fast-tracked many decisions around the embrace of technology. Understanding the expectations of regulators and government agencies is important to consider when implementing technology – and the risks of not considering compliance – especially for the financial services industry.

Credit card processing is vital to so many businesses, yet wrought with tedious details, requirements, and contradictory information that drains the souls of CFOs and Controllers worldwide. We’ll examine the myths and facts of this seemingly complex world to help you identify key opportunities for greater efficiencies and lower processing fees.

With the rise of Bitcoin and other cryptocurrencies based on blockchain, it’s important to understand the tax implications for digital currency. Listen in as I break down blockchain, cryptocurrencies, and some helpful tax info along the way.Also, if you are looking for in-depth tax information and real customer stories, be sure to join us for our Tax Binge Day event on Feb 24 from 11am – 1pm ET.

See how with 300% growth, Bryan Equipment has been able to increase productivity, reduce error rates and not substantially grow their labor workforce. By integrating FASCOR WMS and TMS into their ERP, Microsoft Dynamics GP, Bryan Equipment has become the largest STIHL power tool distributor in the Midwest.SHOW LESS

Join us on Wednesday February 24th from 11am-1pm EST for 2-hours of fast paced, all killer/no filler actionable content delivered to be applied to your business immediately. You also get the 2021 Sales Tax Law Changes report from our awesome sponsor, Avalara, who is making this entire day FREE for attendees! Tap here to register today!

There’s an intriguing debate in the data analyst community on whether Excel or Power BI is the best tool for data analysis.

Hear Pablo Moreno’s perspective: he believes it’s not about the tool, but rather, your data needs – data ingestion, data size, data aggregation, distribution of the information.

Did you know Microsoft has released a tool to help with managing compliance for a variety of regulations and standards, like GDPR, NIST, ISO20071, and HIPAA? And even better news, it works with not just Dynamics 365, but also Office 365 and Azure, integrating with your own AD as well. All companies need to worry about securing their data and being compliant with the regulations out there nowadays. In this session, we will show and demo how the Compliance Manager can help.  

Organizations of all sizes are using cloud technology to transform their business, market, and industry at an increasing pace. Cloud adoption isn’t a one-size-fits all
scenario. It is journey that creates value, drives innovation, and empowers people . Migration Playbook provides an adaptable tool to manage all phases of your transformation with collaborative, automated and data-driven capabilities.

Data in the real world is messy, never available in the exact form that users need for their analysis or reports. Data Analysts need to spend a significant amount of their time working on data preparation, before the data is ready to be visualized. Power Query integration in Power BI Desktop provides a best-in-market experience for importing, reshaping and combining data from a wide range of data sources. In this session, we will teach you everything you need to know in order to start leveraging these capabilities and taking your reports to the next level. (Recorded 04/2019)

In part 4 of this series, I explore what’s next for AI. Artificial intelligence has been utilized in many ways and areas and is still breaking into new frontiers. Listen in as I share thoughts on new areas for AI and what to expect in the future.And, be sure to check out part 1, part 2, and part 3 of this series. Additional sources:More on DNA storage: https://news.microsoft.com/innovation-stories/hello-data-dna-storage/More on Gartner DNA predictions: https://siliconangle.com/2020/10/21/gartners-predictions-dna-storage-expanding-cio-roles/ More on AI helping to fight cancer: https://scienceblog.cancerresearchuk.org/2020/04/01/new-blood-test-study-uses-artificial-intelligence-to-identify-cancer-but-its-not-ready-for-patients-yet/ 

There are always new features that are introduced by Microsoft in their productivity tools that, at this point, can warrant a monthly status update about what’s new and what’s changed. This one I feel deserves extra attention. If you share a PowerPoint presentation during a Teams Meeting, this one will make your life better. When you are ready to present, instead of sharing your screen as usual, choose the PowerPoint option! If your PowerPoint has audio or video to play, check the “include computer sound”, then choose from either the suggested PowerPoint option (usually the one you worked on most recently) or Browse.Selecting Browse gives you the option to find it and upload it from your computer or OneDrive.Figure 1 – Choosing computer sound preference in the PowerPoint option in Microsoft TeamsAfter this, you will be greeted with the view in Figure 2: Figure 2 – Selecting a presentation to display in the PowerPoint option in Microsoft TeamsThis is the main screen your participants will see.Here you can see your slides and click through them to display on the main screen.If you added notes to the slide, they will appear in this section. This only visible to the presenter, not the participants. No need to reference and handwrite your notes!You can also use these arrows to navigate the presentation backwards and forwards. This section is visible to both you and the participants. Because this section is available to everyone, you have two options for how you want this presentation to go.The Free mode or the Default mode is represented by this icon:  Your participants can use the < > button to skip ahead or go back to any slide. This does not affect anyone else’s view.For the Guided mode, you can click the icon, which will then look like this:  In this mode, your presenters can see what number slide they are on (slide 1, etc.) but are unable to use < > to navigate the presentation.Both methods have their uses, so it’s up to you to determine how you want your presentation to go. I hope this was informative and helps you bring your A++ game when conducting presentations on Microsoft Teams.If you need assistance with any Microsoft productivity tool, ArcherPoint can help! Learn more about our Managed IT Services and contact ArcherPoint to start the conversation.

Peter Joeckel joins John Siefert to shed some light on why he feels so many ERP implementations have been doomed from the beginning. With a focus on making sure the business strategy and technology execution are in sync, the sales process vs the purchase realities and the issues with integration, Peter gives an unscripted POV. Learn more about Peter by checking out his DAC profile page and stay tuned for part two of this podcast, and learn about his company, HandsFree ERP and schedule a discovery call to connect with him directly.

In part 3 of this series: Are people really adopting AI or is there still resistance? People are adopting AI more and more without even knowing it and it’s being used in tech and non-tech companies. Listen in as I talk through these ideas.  And, be sure to check out part 1 and part 2 of this series. Additional source:Wired source: https://www.wired.com/2014/10/future-of-artificial-intelligence/