In this we will be discussing the functional changes in Business Central for Wave 1 (2020). We’ll include changes in the UI, UX, and new features added to Business Central.

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

Murray Fife delves into interesting features and take-aways for users of D365 for Finance, Supply Chain, and more!

Presented by: @Geoff Ables

​CRM can deliver faster sales cycles, higher win rates, more loyal customers and accelerated marketing. But more than 60% of the time, CRM fails to deliver on those promises.

If you’re struggling with CRM adoption, then this is the session that you can’t afford to miss.

Learn why some CRM projects fail – and how to successfully recover. Better yet, understand how to set yourself up for success from the start!

#Intermediate
#CustomerEngagement
#Functional
#Sales

The Design and Test phases of a software project is the most important part of implementation, but many companies skip this stage. They are then left with an over budget and late project. This presentation outlines a quantitative explanation of why you need to slow down and design/test your system before you go-live.​

Service Contracts give you a tool for recording and tracking service agreements between you and your customers. In this session, we will review how you can set up Service Contracts manually, or with a contract template. We will discuss the billing options for the Service Contracts and the setups related to Prepaid versus Non-Prepaid Service Contracts. Prepaid billings can be directed to deferred revenue account and Non-Prepaid billings can be directed to a regular revenue account.

The majority of CRM systems have duplicate data to some degree, that is no mystery! We cover the cause and effect of this data- including GDPR compliance issues. We cover how to design out duplicate data and reduce the risks of adding duplicate data! Learn processes you can put in place to reduce it and how to address it if you have it. Duplicate data management starts with policies and processes, with a little help from technology you can deal with it & improve user adoption and customer satisfaction.

In Power BI we are used to creating reports and dashboards really quickly, in most cases we forget to think about governance, development and maintenance at an enterprise wide scale.
During this session I share some best practices about applying DTAP (Development, Production, Acceptance and Production), better known as multi-tier deployment.
By using Azure DevOps for deployment we bring back the structure and use a self-service tool in an enterprise environment.

If you’re going to use Service Management effectively, you are going to need to know what you’re servicing. In this session we will cover Service Items for Items you’ve sold to your Customers, Service Items for Items your customers have purchased elsewhere and Service Items for things you own. We will also discuss the setups related to Service Items that keep your Service Department operating effectively.​

Join this session to obtain a guideline for performing standard year-end procedures. This session will provide you with the proper tools necessary to close the books in GP timely and assist with your year-end close. Come learn how to reduce the time spent at year-end preparing for your auditors.​

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.​​