Configuration data is used to define custom functionality in model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service, and is typically stored in custom entities. This article details the benefits on many different migration tools and when to use them.
If you weren’t able to go to GPUG Summit 2019; if you didn’t get to attend 120+ GP sessions; or if you haven’t memorized ALL of the GP session content, then THIS presentation is for you! Abra Gilman surveyed many GP Customers to find out their favorite tips, sessions, products and presenters from this year’s GP User Group Conference and she is going to blaze thru sharing the details these GP customers wanted YOU to know about!
Best of Summit 2018: Lessons from Your Peers: EDI 201 – The Benefits of a Managed EDI Solution at Caplugs
BCUG/NAVUG member Caplugs has tried many solutions for communication with their trading partners, and realized a managed EDI solution with its integration to Dynamics NAV yields many benefits, ultimately saving them money and freeing IT resources. Hear their story of using a managed EDI solution and how it has differed from processing EDI in-house, especially around the ability to remain current with technology, providing customer support, increasing their flexibility, and realizing their targeted ROI
Determining when to take on a new line of business or expand into a new service offering is a difficult and risky decision for any business. The ever changing world of Microsoft partnerships offer exponential growth potential to any solution provider, but it can also introduce new potential risks for you and your loyal clients. In this session, we will provide tools and practical advice to help you to navigate the pitfalls of a new practice, determine the right partner model, staff great resources, educate your sales and marketing team, win your first deal, and build a long-term sustainable business model.
Attend this session to learn the marketing features that are available to you in your current version of Dynamics, the strengths and limitations of these capabilities, and additional offerings from Microsoft and third-parties that you may want to consider in order to fully integrate your marketing and sales efforts using Dynamics 365.
Power Platform Presenter: @Belinda Allen, MVP – Trainer/Author/MVP, Smith & Allen Consulting
Power BI is a cloud-based business analytics service that enables anyone to visualize and analyze data with greater speed, efficiency, and understanding. It connects users to a broad range of data through easy-to-use dashboards, interactive reports, and compelling visualizations that bring data to life. Attend this session to start from the beginning: what is Power BI and how can it work for me? Understand how Power BI Works See examples of visualizations can tell a story.
Implementing and upgrading your Dynamics solution and integrated applications shouldn’t be complicated, yet so often these projects are made to be by organizations that want to maximize dollars and output. At Clients First, we work from a proven methodology that relies on the simplest, most straightforward path to deliver successful results every time, starting with the elements to fulfill your main objectives. Contact us for a free, comprehensive assessment of your implementation or upgrade project.
We’re “gettin’ real” in this deep dive on how you can use Power BI for business operational reporting, including manufacturing, warehousing, and shipping. By the end of this webinar you will know how to link to your BC / NAV system, have a basic understanding of data tables and fields specific to operations, and how to build and publish dashboards and daily/weekly reports.
With Vertex, your tax rates and rules are always up-to-date and the tools you need to generate and file accurate and timely returns are just a click away. You will no longer have to keep tax rates up-to-date manually, determine what is taxable in different jurisdictions, or maintain a myriad of tax codes.
This webinar is an overview for new administrators on the pros and cons of several data management techniques and an introduction to automation. We will discuss the options when creating Workflows inside Dynamics 365 and compare this to Flow and the options available on the Power Platform.
Did you know that Business Central has the ability to quickly calculate sales order shipment and delivery dates when entering a sales order? Does your sales order promising need a tune up? Business Central can quickly assess whether a delivery date is realistic or not using two key sales order promising concepts: Available to Promise & Capable to Promise. Attend this webinar to learn more.
We know how important it is for your accounting system to remain your system of record, which is why we built AvidXchange AP and payment automation solutions to integrate directly with Microsoft Dynamics GP. Download this fact sheet for an overview of how these systems work together to help you reduce costs, improve security and enhance the efficiency of your bill payment processes.
Want to know how to improve product quality within the supply chain with Microsoft Dynamics 365? Check out our blog to learn how to manage quality testing and data in regulated industries.
Learn how to improve adoption, analytics and AI through better activity management.
Most teams struggle to get full adoption of activity management. Users often complain that planning and tracking activities in CRM can slow them down. Yet without this foundational building block in place, an entire CRM project can fall apart. Perhaps more importantly is that activity tracking is the raw material that fuels better analytics and AI.
In this session you will learn how to configure activity management.
If you have questions about Business Central and you want straight, non-sales answers, then this roundtable is for you. We’ve got 4 long-time, GPUG Partner contributors that now also support BC who will discuss your inquiries & concerns without bias in an open forum. Get the straight scoop for your business from trusted resources who work with and promote both applications.
The data model was constructed to work well with calculated measures that can track a skater’s learning progress over time. We’ll present the rating system, how the data was collected, how the data model was built, the calculated measures that were created, and the Power BI reports that show progress at multiple levels. This is a POC that has “shot based” analytics from professional hockey games. Each shot was plotted against a grid representing an ice surface for location analysis.
If you have questions about Business Central and you want straight, non-sales answers, then this roundtable is for you. We’ve got 4 long-time, GPUG Partner contributors that now also support BC who will discuss your inquiries & concerns without bias in an open forum. Get the straight scoop for your business from trusted resources who work with and promote both applications.
Download transactions straight from your bank accounts and credit cards directly into PowerGP Online. The auto-matching of transactions does all the work so that you can throw away the red pen forever.
Join an overview of the Costing Methods available under NAV2018 and procedures that support them.
If you have questions about Business Central and you want straight, non-sales answers, then this roundtable is for you. We’ve got 4 long-time, GPUG Partner contributors that now also support BC who will discuss your inquiries & concerns without bias in an open forum. Get the straight scoop for your business from trusted resources who work with and promote both applications.
