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

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.

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.​

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

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.

​2020 began with the outbreak of Novel Coronavirus 2019 (COVID-19) in China. Despite best efforts, the virus soon spread throughout the world affecting hundreds of thousands of people.Using the Johns Hopkins Github data repository and Power BI, Leon Tribe will show, whether it is spread of a disease, or the monthly sales report, the power of data to tell a story. The power to see where we have come from, where we are, and where we are going. The power to provide insights to guide us to make the right decisions for our lives.

As IT managers are faced with more challenging demands from stakeholders to bring products to market faster, they are faced with a shortage of qualified applicants and a number of positions to fill. The typical positions to top the list are security, infrastructure or developers. However, how often should managers think about the role of a business analyst and what value a person with this skill set might bring to the team? If you haven’t been thinking about a business analyst joining the team, you should!​

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.

We’ll provide a general overview on how to get started with EDI, answering most commonly asked questions and providing tips on what to watch out for. We’ll also give viewers an idea of what to expect during the integration process, both technically and from the trade partner relationship.

** PAFnow es un software de minería de procesos de última generación, impulsado por Microsoft Power BI . PAFnow aprende automáticamente, cómo funciona el proceso de tu negocio y detecta cualquier desviación oculta. **

• SESIÓN 1/2:
– Descubre los vicios ocultos dentro de los procesos de tu empresa y ahorra tiempo, dinero y esfuerzos. Casos de éxito.
– Principales industrias que ya están obteniendo beneficios del uso de la minería de procesos: Comercio, Finanzas y Comunicaciones.
– Áreas de negocio en dond

​In this special Community Response Series: Join Terry Heley from Microsoft as she discusses tips for working with Microsoft Dynamics GP HR/PR around COVID requirement changes.

Discover the advantages of automating your subscription processes directly within Microsoft Dynamics ERPs. See how Subscription Billing Suite enables organizations to flexibly manage pricing, billing, and recognition parameters at the line-item level. Easily take your data from unknown to actionable with robust real-time reporting, all within a single environment.

This webinar will give you a round-trip in the Modern client, and how to maneuver the client, and how to customize it.​

En esta serie de Webinars explicaremos conceptos fundamentales acerca de la #ciberseguridad, porque es tan importante tener sistemas de monitoreos adecuados que apoyen las iniciativas de ciberseguridad y veremos algunos escenarios en los cuales utilizaremos las capacidades de visualización de Power BI para desarrollar cuadros de mandos que nos permitan monitorear activamente posibles ciberataques. Explicaremos como realizar una conexión a datos en tiempo real, usando Power BI Service, y exploraremos como

Tradeshows and live events have been canceled due to the pandemic – so business decision-makers are relying more and more on digital media to make their decisions. This webinar will help you to learn how to use LinkedIn to your best advantage.

Discover how to improve your bottom line! See how ADO added 12+ add-ons and 9 customizations to maximize GP instead of adding employees. Get tips on evaluating add-ons, when to consider a customization, calculating ROI, and more!

This video is a demo on personalizing your DAC profile and feed.

Power BI dashboards look so great but – let’s face it – it’s intimidating to get started. This session will focus on getting you introduced to Power BI. The technical user can start here to begin designing dashboards. The non-technical leader can start hear to learn enough about the capabilities of Power BI to develop a vision for reports that meet their needs.

Businesses across the globe are addressing the COVID-19 crisis in a variety of ways, from enabling employees to work remotely to shuttering storefronts for the foreseeable future. During these unprecedented times, the Microsoft Business Applications team is taking steps to ensure customers’ business continuity, and at the same time ensure you can conduct business effectively. Join Microsoft experts for a presentation and discussion on what Microsoft is doing right now to ease the mandatory policy for continuous updates for Customer Engagement and Finance and Operations users, allowing you to pause updates for a period of time. We will also discuss changes to deadlines for deprecating legacy features, such as the Customer Engagement legacy web client.

This session accelerates your skills to the next level of using AL, snippets and IntelliSense to save time in a series of tasks including: Creating a New Table, Creating a New Page, Creating a New Report, Adding an Action to a Page​

Training is important in companies today and recently there have been some questions from users around how to use Training within the Human Resource module. We have seen great questions popping up with the GPUG Community Forum around this module. Join Terry Heley from Microsoft as she discusses how users that have Training setup in HR are using it. We will also include and cover FREE SmartList reports you can use in your company with Training and raise increases based on employee completed training! ​​​