My business unit is achieving its goals, so if it ain’t broke, why fix it? Business analysts aren’t new to the tech industry, but some may wonder what skills and value they bring to the team. This webinar will go into reasons why they’re needed, reducing project cost and increasing potential return.

Do you have an Office 365 Account? Are you using Planner? If not, you should! Let’s explore Microsoft Planner and all the great organizing tools within it. We’ll cover creating a new plan, assigning tasks, updating progress, staying on schedule and more. Perfect for managing your team in the office or from afar!​

My boss is hounding me to generate the Invoices and send out the monthly statements. How does Dynamics NAV create these documents? I have received payments from my customer and need to know how to apply these payments to outstanding receivables. This 30 minute webinar will walk you through the Invoice, Statement and Payment (Deposit) process within Dynamics NAV.​

Join us as we discuss how to use SmartList Designer. This session will cover all the options and what they mean. Please note, this session will take a look at SmartList Designer – NOT SmartList Builder. Some familiarity with SmartList Designer will be necessary in order to follow along.​

In this session we’ll cover 5 things that are important to know for Inventory and Warehouse Core Application Setup. We’ll do a high level overview of Inventory Setup, Warehouse Setup, Location Setup, Item Setups and User Setups.

Become an expert on Docker in 90 minutes – we’ll the basics all the way through to advanced Docker concepts and how to publish NAV / BC AL code against your Docker images. In this demo-heavy session, we’ll start with basic command line actions and managing images and containers, discuss Docker integration with VS Code, publishing code, and advanced topics including Docker Compose for running multiple containers together, publishing to Azure and looking at the Azure command set for publishing, and Kubernetes on Azure as for container management and centralization.

In this session you’ll learn how to use Power Automate to bring even more value to using Teams for communication. You’ll learn techniques for keeping your team in communication with each other, how to reduce email inbox clutter, and how to send the right messages through the right channel.

Learn and see how Power BI can support your overall financial operations.

This virtual panel discussion series will feature brief, informative yet interactive discussions in a 30 minute or less format to help you take in and learn some key features and best practices while using Dynamics 365 and CRM. These panels will consist of Dynamics 365 CRM end-using members and subject matter experts across the Dynamics 365 and CRM Community who will share a tip or best practice and field your questions thereafter.

This session is designed as an overview of Dynamics NAV’s Order Promising granules including the Available-to-Promise and Capable-To-Promise functions. We will discuss the areas of setup and explore several scenarios.

Tips and Tricks on how to best utilize your internal-to-GP reporting tool!​

This virtual panel discussion series will feature brief, informative yet interactive discussions in a 30 minute or less format to help you take in and learn some key features and best practices while using Dynamics 365 and CRM. These panels will consist of Dynamics 365 CRM end-using members and subject matter experts across the Dynamics 365 and CRM Community who will share a tip or best practice and field your questions thereafter.

What is a Blanket Purchase Order in Business Central and how is it used? Find out in this session how to create and manage contract agreements with your vendors through a Blanket Purchase Order. We will look at setup, creating a blanket order and converting those into Purchase Order Releases.​

In this 30 minute webinar, you will get a chance to see what a Blanket Sales Order means in BC/NAV and the steps in creating and using the document. If you are a regular user of Dynamics BC/NAV and are in the business of processing sales orders at various points throughout the month, there may be occasions where you may need to manually use Blanket Orders in Dynamics BC/NAV for specific customers. Join us for this 30 minute webinar to see what Blanket Sales Orders can do for you and your company.​

This virtual panel discussion series will feature brief, informative yet interactive discussions in a 30 minute or less format to help you take in and learn some key features and best practices while using Dynamics 365 and CRM. These panels will consist of Dynamics 365 CRM end-using members and subject matter experts across the Dynamics 365 and CRM Community who will share a tip or best practice and field your questions thereafter.

Presented by Robert Jolliffe

Until this Fall, Microsoft will be allowing companies with versions of Dynamics NAV earlier than Business Central (eg: NAV 2013, 2016, 2018) to upgrade to Business Central 14 – the last version to have the Role Tailored Client. Many businesses are contemplating upgrading to this version because it is the last version written in the C/AL programming language – with an eye to remaining in C/AL. This webinar discusses why the Role Tailored Client is an even more important (much m

Summit Preview
Track Preview:
BI, Reporting & Analytics

Sessions Previewed:
1. Pro Tips for Excel Reporting
2. Excel LifeHacks: Tips & Tricks for Excel – New for 2020!
3. Power BI – The Intelligent Administrator Dashboard
4. What Finance Professionals Should Know Before Diving Into Power BI
5. Excel Reports – Live Design Session
6. Options for Getting My GP Data in Power BI
7. Advanced Macro Creation with Excel & VBA

Presented by Marty Dickerson

Showing others the value of what you do is not just for your annual review. As a Business Analyst, gain a deep understanding of both the business area you support and technologies used to bring their software applications to life.

#BIandReporting
#GetStarted
#Multi-nationalOperations
#D365BusinessCentral
#WebinarRecording

This virtual panel discussion series will feature brief, informative yet interactive discussions in a 30 minute or less format to help you take in and learn some key features and best practices while using Dynamics 365 Customer Engagement. These panels will consist of Dynamics 365 Customer Engagement end-using members and subject matter experts across the Dynamics 365 Customer Engagement Community who will share a tip or best practice and field your questions thereafter.

This session is geared towards users in an accounting or finance type role in Dynamics 365 Business Central/NAV. Discover some new ways to speed up the month-end close and increase efficiency in everyday processes. Attendees should have a basic understanding of navigation and functionality in Dynamics 365 Business Central.
#Finance
#D365BusinessCentral
#WebinarRecording

The Service Management application area concentrates on supporting the business needs related to repair shop and field service operations. We will take a tour reviewing its functionality and features.​

Presented by Kerry (Rosvold) Peters & Steven Chinsky

Drum roll Please! Have you wondered what these Professional Certificates are and why you should take one? Want to know how to Study for a topic like Warehouse Management?

Summit Track Preview:
Industry

Sessions Previewed:
1. Implementing Fulfillment Ordering to Perfect your Supply Chain Processes
2. HITB….How to Reset, & Overcome the Objections!
3. Project Accounting – Setup and GL Processing
4. Purchasing Returns To Vendor (RTV) and Other Cool PO Tools
5. Upgrading your Word Templates to Visually Represent the Professional “You”

The Planning Management portion introduces the concepts of service order allocation, planning and dispatching. Also, it explains how to record what repairs and maintenance the resources perform on service items. After this webinar, you will be able to Assign customers to service zones, Allocate resources, Reallocate resources and change repair status.

Carte Blanche Greeting cards went live last year with extremely limited system modifications. Come to hear the company’s story of how the implementation was designed to limit risk and simplify early adoption.​​

You want to go deep with Service? We’ll cover using the Dispatch Board and showing resource skill sets necessary to work on the equipment.

Inventory control plays a critical role in the success of any manufacturing company, but through years of experience working with manufacturers, we’ve found that inventory control is often an area with ample room for improvement.  In the Inventory Control Best Practices webinar,our lean manufacturing expert will cover a series of topics to help manufacturers gauge what level their at when it comes to inventory control, and provide some tips on how to improve performance.  Some of the topics we will cover are:
The 5 risks associated with being an inventory control laggard
What are the 8 signs of an inventory control crisis
How to measure your inventory control performance
5 tricks to improving inventory control performance
Lean inventory control techniques (KanBan, TwoBin,FIFO Lane, Supermarkets)