Tradeshows are a fundamental and important part of your marketing plan – but many companies struggle to execute. No matter if you are just getting started, or are a tradeshow veteran join us for 30 tips and tricks for successful navigating tradeshows. We will talk about pre-show marketing/activities, things to do on site, and post-show follow up. And at the end, we will also open it up to you to share your favorite tradeshow trick and/or lesson learned.

​In this session, you will walk through a process for rating CRM projects, rate your organization across 5 categories, and identify the most important areas to focus on improving. At the end of the session, you will have a benchmarking guide that you can use to continually monitor and improve the people, processes and technologies associated with customer engagement in your organization.

This session will provide you with a practical rating guide and walk-thru, including how to:
• Discover gaps in your CRM

By Pat Lacouture, May 13, 2020Even if you have already looked at which type of user licenses you need for…

​Get valuable insight into what software and technology VARs, ISVs and other providers are doing with their marketing efforts. We will highlight findings from our 2019 Technology Marketing Benchmarks & Trends Survey and provide advice and tips to address your biggest marketing challenges. This session will look at a variety of marketing areas, including content development, customer advocacy, lead generation tactics, budgets and more.

Join this session to learn setup options and best practice uses of options within the AR Module – focus will be on transactions, reporting and routings. ​

Take control of your financial report inventory and output. We will review best practices and tips for report setup, maintenance and distribution. Topics will include items such as: report building blocks, exports/imports, report library, versions, security, report groups, dimension value sets and much more!

By Tom Doran, Jan 10, 2019Are you tired of underwhelming results from your business reporting tools? Did you think you were…

Tips and Tools for training and coaching your team to not only make the sweet sixteen and final four, but to avoid elimination and be #1 in your field​​​.

Sales is an increasingly complex and precarious activity – there are more decision makers, heightened expectations, and lower patience for sales outreach.

Sales Navigator was built specifically to maneuver the changing landscape. Get an overview of the latest Sales Navigator features and see how it can help your sales team:
• Target the right buyers and companies
• Understand your prospects and their business
• Engage buyers with personalized outreach
• Exceed sales goals

Master Production Scheduling and Materials Requirements Planning are two related functions in NAV/BC which work together to generate a plan for production and materials. In this scintillating session, the secrets for effective use of these powerful tools will be explored and de-mystified for the non-operations users.​

Join MSX Group for a look at variations on the traditional balance sheet statements such as tabular balance sheets and multi-column balance sheets plus other Management Reporter features like Dimension Value Sets and complex calculations.

Learn about successes and struggles, and gain advice about your data migration process.

Do you have questions around the HR/PR module in GP? Join us, and bring your questions, for an ask the expert session with Terry Heley from Microsoft. As always, Terry is a fountain of HR/PR information and will also discuss some current blogs/news.

Really great blog on the importance of content marketing–more importantly, realizing how to use it effectively. This is a great post for anyone looking to utilize the DAC platform

In other posts, I talk about the effect of where you create D365FO security (AOT vs user interface) has on…

If you had the ear of a top executive from Microsoft who could make an impact, what would you tell them? As part of the User Group community, you can be a part of a collective voice to Microsoft on product enhancement and feature requests. The D365UG FO CIO Council is a vital channel for both Microsoft and the entire community, to seek guidance on strategic, tactic and operational topics. This Town Hall is the perfect place to both learn from the CIO Council about their top concerns and share your own.

A lot!

Infrastructure As Code is not a new concept but things are evolving in Azure Resource Manager. See what’s new in ARM templates in 2019, how to secure your data in templates, Azure Key Vault integration, debugging tips, rollback and custom functions in templates. In this session, learn how to apply what you’ll have learned and integrate it in your tool of choice as part of CI/CD pipelines to streamline environments creation. ​​

Are you unsure how to create a new company in Microsoft Dynamics NAV? Want to know some easy tips on how to copy an existing company?
In this webinar, we will discuss some secret tips that you may or may not have known about Microsoft Dynamics NAV.

From longtime marketing guru in the B2B Technology market, Scott Vaughan, this piece outlines the move from marketing automation to marketing orchestration. How far down this path are we in the Channel Marketing Alliance? Stay tuned for a an invite to get to know Scott in a roundtable CMA session coming soon!

A Visual overview of Project Operations

Join us for a look at variations on the traditional balance sheet statements such as tabular balance sheets and multi-column balance sheets plus other Management Reporter features like Dimension Value Sets and complex calculations. MR is not available for new installations but upgrading versions will keep functionality included in the following original versions: Dynamics GP: GP 2010; GP 2013; GP 2015; GP 2016; GP 2018; Dynamics AX: AX 2009; AX 2012; Dynamics NAV: NAV 2009; Dynamics SL: SL 2011; SL 2015.

A great post written by Imran Suleman with Activate Marketing Services, a pioneer in B2B content marketing and lead gen, that outlines how buyers are willing to talk if you show compassion and demonstrate you are going to be helpful – and respectful – in today’s transformed environment.

Includes an overview of the updates and new features included in early access.

To ensure that manufacturing processes run reliably and efficiently, a clear understanding of demand is as necessary. Armed with that information, a plan can be developed that achieves the scheduled on-time delivery.

We’ll discuss best practices around setting up and processing payables and PO’s. What are some of the challenges for getting Vendors paid and how you can overcome those.​

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): Processes: Business Rules, Business Process Flow, Workflows and Flow.