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

In this webinar, we are going to see how you can store documents in SharePoint Online and how we can secure those documents through its security features. To use the document management functionality, you need to enable the server-based SharePoint integration on a site collection in SharePoint Online. Note that installing the Dynamics 365 list component was previously used for earlier versions of SharePoint on-premises and is not required for SharePoint Online and later versions of SharePoint on-premises. ​

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

Dynamics 365 Version 9 includes a number of new interesting features and enhancements in the area of CRM. Wondering about upcoming and recently released capabilities in Dynamics 365 Customer Engagement? I have captured all the details, end to end, top to bottom, which you can recommend for planning for users and customers and will present it to you in this webinar.​

Pooh got his head out of the hunny pot (part 1) so now Tigger will teach us about automation. In the hundred acre wood and in your organization there are lots of opportunities for data clean up and automation. This session will be an overview for new administrators on the pros and cons of several data management techniques and an introduction to automation. We will discuss the options when creating Workflows inside Dynamics 365 and compare this to Flow and the options available on the Power Platform. Don’t

Join a cast of moderators as they lead us through a review of the material associated with this certification exam. Content will cover Microsoft’s exam guide (found here: https://docs.microsoft.com/en-us/learn/certifications/exams/mb-600). Each week we’ll cover a section of the material and discuss the items we believe most pertinent to the exam. This is a collaborative study group – while we have moderators lined up we are always open to questions, insights and knowledge from all participants!

In this session you’ll learn to do a bank reconciliation in NAV the old fashion way. While NAV can do imports from your bank to match transactions, we will be doing it by hand. We’ll talk about how to find missing transactions, and the great black hole of manual checks.

​As a new admin, you may feel like your head is stuck in the hunny pot and you can’t get out! Well, Pooh, attend this first in a two-part series of sessions. Explore a live instance with us and learn how to set basic personal options and customizations; navigate the system quickly and easily; improve searches with full-text indexing or relevance searching; filter views to refine search results; discuss the new UI and model-driven apps.

In this webinar, we’ll discuss the year end process for closing your income statement and providing current financial statements even if your audit is still outstanding.

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

Gorilla Expense offers an easy to use mobile and web based expense reporting & Timesheet solution which automatically integrates with Dynamics SL. Join us for this DSLUG Partner Solutions Showcase, developed so user group members could learn more about specific products and services available in the marketplace.

Jet is a robust reporting tool, built directly into Excel. In this course, we’ll cover the various Jet product offerings, and walk through how easy it is to start building reports.​#Functional#Accounting#BIandReporting#Finance#GetStarted

Pooh got his head out of the hunny pot (part 1) so now Tigger will teach us about automation. In the hundred acre wood and in your organization there are lots of opportunities for data clean up and automation. This session will be an overview for new administrators on the pros and cons of several data management techniques and an introduction to automation. We will discuss the options when creating Workflows inside Dynamics 365 and compare this to Flow and the options available on the Power Platform. Don’t

D365 Field Service is a powerful platform that can empower your field service team to proactively identify issues and build strong relationships with your customers.  In this session, we will dive into” Agreements” and how they can be used to assist in scheduling and overall preventative maintenance operations, including scheduled invoicing.

​As a new admin, you may feel like your head is stuck in the hunny pot and you can’t get out! Well, Pooh, attend this first in a two-part series of sessions. Explore a live instance with us and learn how to set basic personal options and customizations; navigate the system quickly and easily; improve searches with full-text indexing or relevance searching; filter views to refine search results; discuss the new UI and model-driven apps.

Did you know Position Control is now rolled into Human Resource module and FREE for you to use? Yes I said FREE. Come to this session to learn about Position Control and how you may want to use it in your company.​​

Overview of GP Fixed Assets, Best practices for adding, modifying and reporting on Fixed Assets. Users will walk away with an expanded knowledge of the FA Module and best practices.
Learning Objectives:
Understand the functionality of fixed assets in Dynamics GP
Learn the best practices for entering, recording, depreciating, and reporting on fixed assets.
Come away a fixed asset Rockstar!​

Join us as we discuss setup options and best practice uses of options within the Financial Module. This recording is part one of two sessions around the setup, use and best practices for the Financial Module within Dynamics GP.

So you want to get ready to move to the cloud, what do you need to do to get ready for the move. In this session we will go through the common steps required to go to the cloud and what you can do now to get cloud ready.

Buyers today have the upper hand with sellers. With unlimited access to information, they are able dictate the process, rather than following a sellers predefined business process. Dynamics 365 Sales Playbooks help organizations automate repeatable sales activities. In this webinar we will review organizational best practices with Playbooks. Discover the power of D365 Sales. We will demo the following: Configuration, Business Process Flow, Integrated Playbook.

With defensive programming, the main idea is that if a function is passed bad data it won’t be hurt, even if the bad data is another function’s fault. More generally, it’s the recognition that programs will be modified later on and will have problems, and that a smart developer will write their code to account for this. In this session you’ll learn how to protect yourself from the cold, cruel world of invalid data, events that can “never” happen, and other developers’ mistakes.

Now it’s more important than ever before to get things done remotely and efficiently. Using Power Automate approvals is a great way to keep the team engaged, keep projects and proposals moving forward, and to ensure that proper audits are done.

In this session you’ll learn how to create your first approval flow, how to modify it to handle automated tracking, and some of the gotchas that can cost your team lost time and frustration if you don’t plan ahead.

CFOs are playing an increasing role in the implementation and decision-making process for digital solutions. In this piece, learn why over 200 CFOs and senior finance executives feel hopeful about the future and anticipate growth in 2021.

RadSecurity is different from Sharing, Sharing is about sharing the entire content with others, security is about authorizing different views of the content to others. You will learn about user profile security scenarios, and hierarchical access levels. This session shows you how DAX and Power BI security come together to play an important part of a Power BI project lifecycle

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.​

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