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)

Running an effective meetup virtually is not easy. The goal of a meetup is to foster an open community and share information that participants find useful. With this goal in mind, Microsoft Teams has a few different ways that you can run a virtual event. Each has their own benefits and drawbacks.
Gregory Petrossian, Business Transformation Consultant at CSG Pro will walk you through these options to help prepare for your next virtual meetup!​
#TipsandTricks
#Beginner

MVP to MVP!

Rick speaks with fellow Dynamics 365 MVP Steve Mordue. The two experts discuss everything from their personal business approaches to the future of Microsoft.

In this PartnerTalk, you’ll learn:

• How to build a better CRM for SMBs
• Where Microsoft needs to improve
• Where their industry is headed

Those of you who are new to NAV, specifically NAV 2018, and interested in learning about NAV’s core integration options will not want to miss this webinar. We’ll spend a half hour going through the different methods: REST, SOAP, and the new API option. If time permits, we’ll do some quick demos to show off each option and answer your questions. Don’t miss out!​

​Take advantage of all Business Central has to offer in Service Management. In this section of our Getting Started series we will cover how to help your support team better serve your customers. Effective trouble shooting will have your customers and your company time, money, and frustration

2020 has shaken the D365 ecosystem.

MSDW co-founders Adam Berezin and Jason Gumpert, who head the world’s leading D365 digital trade magazine, have kept their fingers to the industry’s pulse.

So, what’s the prognosis?

A common need for purchasing managers is to be able to plan purchase orders by container or truckload. There’s no sense in shipping a container that’s half full! The options you have in BC/NAV are limited. We’ll discuss the few options you have to make this work and we’ll talk about the best way to customize NAV/BC to handle this sort of requirement.

Rick chats with Michael Dohr, MSCRM-addons.com’s COO.

MSCRM-addons.com helped to pioneer D365 addon solutions – they built their first addon in 2005!

In this PartnerTalks, you’ll learn:

• The D365 Community Summit
• How MSCRM-addons.com streamlines users’ typical D365 tasks
• The benefits of working together with the D365 User Group Community to refine the software

Take advantage of all Business Central has to offer in Service Management. In this section of our Getting Started series we will cover how to manage dispatch for your service personnel to ensure you have the right technician on the right job at the right time.

If you want to find out why everyone is talking about Artificial Intelligence, how it can be applied to the world of ERP and Finance, and what can be achieved with the standard functionality in Microsoft Dynamics 365 Business Central, this session is for you! We will demonstrate how to setup and use Late payment prediction and Sales and Inventory Forecast functionalities so your company can set out on the road to getting intelligent insights right now with a minimal investment.

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.​