How do you know who has access to what? What are the best practices for managing your BC/NAV security? We’ll discuss how to create a good process to make sure employees can do what they need to and not what they aren’t supposed to. This session will cover the steps required to set up a new user in BC/NAV. We’ll also review the processes to assign permissions, manage user groups, set up warehouse security and how to create customized permission sets including a demonstration of the permissions recorder. Bring your questions, real life stories, and be prepared to share how you manage BC/NAV security in your company. This session will combine How-To presentations with interactive discussions to share best practices and fresh ideas.
Learning Objectives:
How to create a new user.
How to assign permissions to users.
How to create and manage permissions.

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If you’re reading this and use Word Templates to print GP documents (all of them), and experiencing all of a sudden some weird pop-ups when printing the documents to screen (see below), then it’s because your computer was recently updated with the latest MS-Office round of new versions pushed down somewhere around early September (8th or 9th).

This session will demystify ALM processes, outline the benefits of using them and demonstrate how easily they can be implemented. Plus, the speakers will share a simple and easy-to-implement method that can be used for medium-size projects, as well fast enough to be viable even for the smallest projects.

For many Dynamics companies with EDI and eCommerce platform integration requirements, the move to Dynamics 365 Business Central has another major challenge and risk – migrating and then improving these mission critical activities. Learn best practices relating to Dynamics 365 Business Central integration, see seamless integration and transaction visibility without embedded Dynamics customizations.​

Adding the box is fairly simple, and you can use a similar method to add it to Payables Transactions by ‘Modifying’ the out of the box reports and ‘joining’ the Vendor View on Vendor ID=Vendor ID and pulling in the Box Number.

Built from the ground up to redefine user group engagement and decrease the amount of time it takes to make a business technology decision, this video gives an overview of what to expect as you join this community revolution!

Over 80% of organizations struggle with adoption and user satisfaction at some point in their CRM journey. This session walks through dozens of approaches to adoption to have proven successful in different corporate cultures. You’ll walk away of ideas and practical steps to take to get your users, leaders and managers to learn to love CRM and show a proven ROI.​

Join us as we explore ways to speed up what you do in GP with some awesome tips and tricks. Learn how to gain efficiencies to help you get some time back in your day.​

Success & the Admin! By Holly T. Kutil 01/19/19Many titles are given to the role of ERP Administrator, such as the IT…

In April 2018, Microsoft launched its first application to leverage the Dynamics 365 CDS architecture and Unified Interface, Dynamics 365 for Marketing.  With a vision toward seamless customer engagement from anonymous web visitor through post-purchase advocate, see how this newest application is holding up.  We explore the unique capabilities and advantages of this application, and also share some of the challenges it faces. 

Success & the Admin!By Holly Kutil posted Jan 01The blank page before us. . .I always see the blank pages of the New…

By Holly Kutil, Jul 19, 2019As the saying goes, “Teamwork makes the dream work” it is also teamwork that makes…

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. This week’s discussion on the MB210 Certification covers: create and manage product and product catalog.

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): Manage User Experience Design.

By Holly T. Kutil 01/16/19I think it would be ridiculously entertaining to have a business card that read…Holly T. Kutil,…

By Holly Kutil, April 29, 2020I have been working from home for just about two years now.The first three months…

Session will cover learning styles and how they apply to D365 training, using out-of-the-box configuration tools and UI controls within D365 to achieve greater user adoption, and training methodologies and resources.​

Microsoft has certification paths for many technical job roles Each of these certifications consists of passing a series of exams to earn a certification.This session examines the fundamentals and role-based certifications for Dynamics 365 and Power Platform, and will help you with the preparation to take the relevants exams. Stefano Tempesta, a Microsoft Certified Trainer (MCT) will share his tips and tricks and materials for a more effective study, so you can jump-start your career and demonstrate your achievements through industry-recognized Microsoft certifications. 

Join this session to learn how Sana Commerce’s platform (paired with Dynamics 365 Business Central or NAV) can mean both faster ROI and lower TCO.

Learn setup options and best practice uses of options within the AR Module – concentration on setup and cards.
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Coming with version 1.1.0, Power BI Sidetools exports your data into Excel with only one click–learn all of the details in this post.

Learn how to build a unique demo solution by using Dynamics 365 Sales, LinkedIn, Sales Navigator, and Sales Insights.

As Google moved to a more human-based algorithm in 2018, meaning they rank based on how humans, not machines interact with content, marketers are challenged with developing keyword strategies that speak to buyer priorities versus product rankings. Yet most companies start with their products as the cornerstone for a keyword strategy. This paradigm has to shift if marketers are going to provide inbound marketing programs for their organizations that perform.

Create your own Customer, Vendor, or Employee Portal using the tools available to you with Microsoft Office 365. We will walk through how to share Dynamics data using the new ODATA web services and then display this data using Office 365 SharePoint

A comprehensive knowledge base is the critical to improved customer satisfaction and increased productivity. A knowledge base empower customer service reps with solutions to the most common issues in order to efficiently assist customers. In this webinar we will review importance of a Knowledge Base.

Lead nurture strategies are critical to your marketing success. So, where do you start? Check out this video to get the details.

Are you confident that your sales & marketing efforts will continue to reliably fill your sales pipeline? In this webinar, you’ll learn the strategies and best practices to develop, build, implement and scale a marketing-driven sales pipeline development program, including how to:

Plan and scale marketing efforts to accelerate sales velocity top of funnel
Generate incremental sales from targeted customers at the bottom of the funnel
Reliably forecast quarterly revenue streams with more visibility