Part two of the Financial Series, Setup, Use and Best Practices Webinar Series will cover transactions, inquiring and reporting in the Financial Module as well as the normal routines (such as Year End)This is the follow up webinar to part one. If you did not attend the first webinar, you can find the recording here, it is recommended that you watch prior to attending part two.

Posting groups can appear to be deceptively simple, but the more you know about them the more complex and powerful they seem. As one of the most important elements to your BC/NAV configuration, it’s worth the time to make sure you understand them and are using them effectively. Join in for a straight-forward explanation before we move on to an advanced discussion and demo of using posting groups in different ways, derived from various real customer examples.

Have you wondered how to process a Vendor Return? How about what the field Return Reason Code is all about? Heck I have! Join me for 30 minutes to review Purchasing Vendor Returns and what the field Return Reason Code is all about. You will see how simple the process is and how you can use the Return Reason Code to both automate returns and use this field and values for Vendor reporting.​

Join us for an end-to-end session with the complete process of how to implement dual write between Finance and Operations and CDS environments. Some of the tasks included are: applying solutions, linking environments, creating entity maps, adding customized entity maps, error handling.

See and hear about real-life customer examples of supply chain transformation using Microsoft Dynamics 365. Learn how to leverage the Blue Horseshoe Supply Chain Cloud to adapt current Dynamics installations, while also extending Dynamics 365 to meet growing and complex operational needs. The Supply Chain Cloud adds specific functionality for companies operating in the Retail, CPG, Distribution, Manufacturing and Transportation space.
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Learn about using Macro’s in Dynamics GP, setting up your own Macro’s for integrations using Word Mail Merge! Do you have data that not even SmartConnect can integrate? Running a massive amount of repetitive updates to data? Use Macros and Mail Merge!​

​Discover relationship selling and how to align your sales process with a focus on delivering invaluable insights and develop deeper connections with your customers. Sales 101 provides an overview of D365 Sales and how leveraging it will enable your team to close more deals and increase revenue. Join us for our 45 minute webinar and discover the power D365 Sales and we will demo the following: Lead Scoring, LinkedIn Integration, Outlook Integration, and Lead to Opportunity to Quote Management.

Upgrading to Business Central is unlike the upgrades you’re used to. With the changes in UI, underlying architecture, and options for cloud-based environment, there are many more points to consider and planning that is needed. Get started on the right track with this introduction to the factors and components involved. We’ll discuss the options for on premise vs. cloud, the impact and transition of licensing, common challenges and considerations, and additional insights from real world projects.

Have you wondered how to process a Vendor Return? How about what the field Return Reason Code is all about? Heck I have! Join me for 30 minutes to review Purchasing Vendor Returns and what the field Return Reason Code is all about. You will see how simple the process is and how you can use the Return Reason Code to both automate returns and use this field and values for Vendor reporting.​

Most teams struggle to get full adoption of activity management. Yet without this foundational building block in place, an entire CRM project can fall apart.  the 4 steps to adopt activity management in any organization. Understand the typical pitfalls for tracking activities, and how to avoid them. Connect your team with a peer-to-peer accountability culture.You’ll walk away with a framework for driving adoption, changing behavior, and transforming your CRM solution into a proactive planning solution.

Join us for a journey in Warehouse Order Fulfillment. You will see how an Sales Order walks through the Warehouse processes and ships. We will also discuss how other documents utilize the same features, discuss Advanced Warehousing, and add-on’s available.​

Presented by: @DeNisha Malone
 
Got lots of data, but not sure of what to do with it? This session will walk you through the best steps to get the most insightful story from your dataset. Demo will be using free data from a variety of data sources; we will transform the data into a story that will either raise additional questions or solve an existing issue. Bonus – get best practices on report development and query editing.#CustomerEngagement#UnifiedOperations#BIandReporting#CustomerInsights#CustomerService#ProjectManagement#Beginner

BCUG/NAVUG Member Minequip Corporation knows a thing or two about Special Orders, because they’ve seen a thing or two about Special Orders. In fact, they run over 90% of their business using Special Orders. They’ll share what Special Orders are and how they use them to drive efficiencies and better customer service.​​

Microsoft Power BI provides a robust suite of capabilities of data analysis, visualization, and self-service. You’ve connected to your Dynamics data started creating useful visuals for presenting your data but want to up your analytics game. Introducing DAX (data analysis expressions). Create fast, useful, and insightful formulas and calculations. Not only common expressions you’ll use in every report, but also tips specific to Dynamics data

GPUG is about learning how to be better at your role within your company. The Ask the All Stars is an enlightening and educational hour full of great tips and tricks. GPUG All-Stars tackle your questions, discuss new trends, and talk about all things Dynamics GP.

A practical presentation on how leaders can navigate this global crisis. Kerri will provide best practices to immediately improve and alter your communication style for the virtual environment. Tips to better communicate with a remote workforce
1. How to deliver content that is meant for in-person communications in a virtual environment
2. What behaviors should remain the same and be altered for the virtual communication
3. The strongest emotional connection tool we all have and use daily

There are a variety of costing methods to choose from in Microsoft Dynamics NAV. Depending on the chosen procedure, a costing practice will determine if a budgeted or actual value is used in the cost calculation and it will impact how the cost flow is recorded. Our Session will review the setup and ramifications of the different inventory costing methods.​​

Looking for a better way to prove an ROI on your marketing budget? Look no farther than the Campaign entity. In this session, marketers will learn how the Campaign entity can help:
• Manage the overall marketing budget
• Track campaign spending and ROI
• Improve (and speed up) marketing reports
• Prove the worth of the marketing department
• Use this year’s success to sell your boss on next year’s budget