R&B Fridays are all about helping Dynamics users get the most out of the reporting and budgeting tools available. Topics may include tips for using MR, FRx, D365 Financial Reports or Forecaster. Mostly, it is a chance to get your questions answered. You don’t want to miss this session with MSX Group, our reporting and budgeting experts.

How to manage the financial cutover from a legacy system.

Ready to create your own Dynamics paradise? This second session in our two-part series is not a mirage! Join us on a journey to explore methods for managing data and the advantages of each, survey automated processes and their uses, discuss Workflow options and even take the first steps for creating one, and work with Solutions to move customizations between environments. You’re now on the path to becoming a master administrator.

R&B Fridays are all about helping Dynamics users get the most out of the reporting and budgeting tools available. Topics may include tips for using MR, FRx, D365 Financial Reports or Forecaster. Mostly, it is a chance to get your questions answered. You don’t want to miss this session with MSX Group, our reporting and budgeting experts.

By Marlene Mankin, Apr 6, 2020Notifications … What are they? And how can they be utilized in Business Central/NAV?In this…

D365UG/CRMUG Presenter:  @Joel Lindstrom, MVP – Principal Architect, Hitachi Solutions
In this session you will learn how a simple PowerApp can help your data administrator keep your Dynamics 365 customer data clean. Session will show how the app is built and best practices for contact data management.
Learning Objectives:

Identify common data quality issues with Dynamics 365 and Common Data Service
Leverage PowerApps and connectors to identify data issues.
Fix data quality issues with PowerApps and Flow.

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Recordings and PowerPoints from the Public Sector SIG Spring Meetings (April 2020).

A how-to for migrating bank balances.

A very interesting dashboard was presented on a user activity on twitter. The user, Adewale Yusuf, explained his activity using the PowerBi dashboard.

Take a look at what the Excel Refreshable Reports are that are available with Microsoft Dynamics GP and how you can use them. We will also look a little bit into how you can use Excel Report Builder to build out new Excel Refreshable Reports to meet your needs.

By Marlene Mankin, May 8, 2020When it comes time to make a new budget, are you thrilled? Or perhaps feeling…

Data Analytics is all the Rage. Learn how to use a tool you are already using to create up to the second refreshable Excel reports using your GP Data. We’ll discuss dashboarding, data-sources and how to make the most of Excel and GP!​

As we utilize Remote Desktop to work from home, there are things you can understand and do to help you have a better experience. Join us as we discuss some tips to utilize.

By Marlene Mankin, May 22, 2020It can be highly frustrating to encounter RapidStart errors and not know what to do…

Faster than a speeding bullet…more powerful than a locomotive…come join Amber Bell (Training Dynamo) in this fast-paced GP Tips session that will turn you from a GP User into a GP Superhero! Learning Objectives: Have X-Ray Vision into Company Data using SmartList Designer/Builder’s Publish to Excel functionality! Prevent Data Annihilation using Field Level Security! Move through GP ‘Faster Than a Speeding Bullet’ with a new way to create Macros!

How do you tighten up security in Microsoft Dynamics 365 Business Central and NAV? We cover this question in this webinar to help companies enhance their security to satisfy auditors’ requirements and more.  IT managers, accounting managers and other power users (e.g. controllers) will find this topic of particular use. You will hear all the key notions explained and shown in the system.

Join our All-Stars as they discuss all things upgrades: best practices, testing, preparing your system, preparing your employees, ISV prep etc….

Learn about tools that can assist in data management in an ERP implementation project.

What the heck is a Sku anyway and what does it have to do with a location anyway? We’ll do a high level overview of what a ski is, when to use it and why.​​

Join our All-Stars as they discuss all things upgrades: best practices, testing, preparing your system, preparing your employees, ISV prep etc….

An overview of how to filter and sort on the Dynamics 365 Finance menus.

Learn how to set up financial statements using Account Schedules​!

Join our All-Stars as they discuss all things upgrades: best practices, testing, preparing your system, preparing your employees, ISV prep etc….

By Suzanne Scanlan, Nov 13, 2019In this blog, you’ll learn how to create a Purchase Quote and convert it to…

Presenters will show attendees how to quickly setup your system to alert YOU when batches and transactions need to be posted or cleared.Upon completion of the session, users will understand how navigation lists, workflow and exception Smartlists can keep your monthly processes from becoming headaches. Users will want to quickly update their own shortcuts, Smartlists, excel refreshables to use these tips and take them to the next level!​​

Never miss a dollar or revenue or upset a customer with outdated pricing! Learn how easy it is to keep your customer pricing and discounts up to date.

Join our All-Stars as they discuss all things upgrades: best practices, testing, preparing your system, preparing your employees, ISV prep etc….