Solgari is a premium tier member of Microsoft’s Business Application ISV Connect Program and is in ‘Co-sell’ globally with the D365 sales teams. This session goes through how Solgari achieved this and how to get great support from Microsoft within the program. This is an unprecedented opportunity for ambitious B2B ISVs to partner with Microsoft and access the fastest growing business applications marketplace.
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.
Using Additional Reporting Currency (ARC) or supporting multicurrency Vendors and Customers? In this session, you’ll learn how to update your financial statements for changes in currency.
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.
WAX too complex for your warehouse processes? Come experience the alternative and be amazed by what you can do with the Mobile WMS solution from Tasklet Factory.
AL is the programming language that is used for manipulating data (such as retrieving, inserting, and modifying records) in a Dynamics 365 Business Central database, and controlling the execution of the various application objects, such as pages, reports, or code units. This session will accelerate your skills in understanding how to Personalize vs. Design vs. Develop in the environment and see the difference between Per-Tenant Extensions and AppSource Extensions.
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.
What are Stock Keeping Units (SKU’s) in Dynamics NAV/BC? This question comes up every time a Company implements NAV/BC. We will take the next 30 minutes and define what a Stock Keeping Unit is, how it is used in Dynamics NAV/BC, and how it is employed during Replenishment and Planning.
Get Started: Business Analyst – How does Posting Work – The Concept of Transactions vs Posted Docs
Whether from a journal or a document, lots of things happen when you hit “Post”. During this session, we’ll review what happens when you post. We’ll review ledger entry tables and posted document tables. You’ll learn what happens to documents after you post and how you can find the details behind your posted documents.
There are different possibility to use AI in Power BI. The one easy way is to use Cognitive Service in Power BI for the aim of identify the main point of a customer email, detect their language, or identify how Much they are happy with our service and products. The other way is about analysing the customer tweet via Power stream dataset and using Microsoft Flow and cognitive service. In this one hour session, the process of how creating cognitive service, and how to consume the cognitive service in Power Query Editor will be discussed.
Entering data, processing data, and posting transactions are great, but ultimately you will need to print and send document to internal and external customers. External documents are especially important as they are often the face of your organization and you want them to be as professional in appearance as possible. During this session, we’ll review how to create documents that you can be proud of.
This session is designed to give participants a high level overview of IFRS 15 – Revenue from Contracts with Customers, and IFRS 16 – Leases. These two recently update accounting standards have been called the most complex accounting changes in the last 30 years. Are you and your team ready for them? If you have not yet implemented, what do you need to know? If you have implemented them, how do you move forward?
Are you part of one of the 200,000+ organizations that have rolled out Microsoft Teams? Microsoft Teams has been Microsoft’s fastest growing business applications in company history, and for good reason! The power of teamwork and real time collaboration in the digital workplace using Microsoft Teams has been making a huge impact on productivity. In this session we will discuss what Microsoft Teams is and how to use it, as well as how organizations are saving time and improving collaboration and communication using the product.
This one hour webinar will describe planning for companies involved in manufacturing or assembly management where the resulting supply orders can be either production, assembly, transfer, or purchase orders.
Everyone wants to grab their data, take it with them, and work with it in Excel. In this session, you will learn how to find the data and bring it directly into Excel.
In this session you will learn the role of the c-suite in managing a CRM project, in adopting CRM, and in using CRM to drive change within their businesses. Executives will leave with a clear understanding of how to drive change – even transformation – by using the power of CRM. Project leaders will leave with a checklist for getting, and keeping, the c-suite engaged in your project.
#CustomerEngagement
Dashboard Best Practices: The Best Dashboards for your Sales, Service, Marketing and Management Team
Presented by @Geoff Ables
In this session we will dive how to setup dashboards that can actually be used to improve results. You’ll learn about the 5 categories of dashboards, a process for designing dashboards, 3 of the frustrating limits of CRM dashboards and how to work around them. You’ll also learn the top 10 best-practice metrics for sales reps, customer care, marketing, managers and executives – and a visualization of how they should look in CRM dashboards and how to work around them.
Dashboard Best Practices: The Best Dashboards for your Sales, Service, Marketing and Management Team
In this session we will dive how to setup dashboards that can actually be used to improve results. You’ll learn about the 5 categories of dashboards, a process for designing dashboards, 3 of the frustrating limits of CRM dashboards and how to work around them. You’ll also learn the top 10 best-practice metrics for sales reps, customer care, marketing, managers and executives – and a visualization of how they should look in CRM dashboards and how to work around them.
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.
Have another budget/forecast to prepare for in Microsoft Forecaster and not sure what setup is needed? There are routine steps to prepare for next year’s budget in Microsoft Forecaster. Come learn the steps needed and see the most efficient way to setup and maintain Forecaster. We will walk through creating periods, columns, input sets and using the copy plan wizard. Other topics include reports, menus, tasks and locking data.
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.
Tips include how to support direct labor from a distance, how to stay social while being socially distant and more.
Panel Discussion Series: Upgrades & Implementation – Keeping up with Microsoft Release Cadence
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.
Experlogix is a premier provider of Configure, Price, Quote (CPQ) technology, specializing in fully integrated quote and order automation solutions for Microsoft Dynamics 365. Experlogix CPQ can help to accelerate the quoting and proposal generation process, eliminate mistakes and easily guide users through the most complex pricing and quoting scenarios. www.cpq365.com
Panel Discussion Series: Upgrades & Implementation – Planning an On-Prem to Online Upgrade
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.
Learn best practices to make month and year end less painful. Topics include accounting period, inventory period, general ledger setup, closing/creating year, and closing income statement. This knowledge secures the integrity of the company’s financials, especially if the period has been closed. By understanding the setup, you’ll be able to determine which settings to pay attention to so transactions don’t get posted incorrectly.
AI Copilot Podcast

AI Agent & Copilot Podcast: St. Luke’s University Health Network On Expanding AI Use Cases
Security executive Krista Arndt explains how Security Copilot, agents improve response time to security incidents, accelerate training of new security professionals.