Join this session to obtain a guideline for performing standard year-end procedures. This session will provide you with the proper tools necessary to close the books in GP timely and assist with your year-end close. Come learn how to reduce the time spent at year-end preparing for your auditors.
Presented by: @Geoff Ables
It’s a fact – 47% of CRM projects fail 2 or more times before organizations get it right. One of the most critical reasons: not understanding the unique planning process. This session will dive into what should be included in your CRM roadmap, how to build it, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, and constantly improving.
#Leadership
#CustomerEngagement
Capture and index any documents generated internally and externally through a variety of methods, including email, fax, scan, OCR, ERM, XML, barcode and mobile.
This session will provide insights about the Dynamics AX/365 for Finance and Operations Item Coverage setup for Master Planning. The session will explore a variety of codes and settings and the influence on Forecast and Master Scheduling. Discover the MRP options available for the management of time fences, production / purchasing / transfer requirements and other coverage settings.
#UnifiedOperations#Functional#SupplyChain#Intermediate
Dynamics 365 Version 9 includes a number of new interesting features and enhancements in the area of CRM. Wondering about upcoming and recently released capabilities in Dynamics 365 Customer Engagement? I have captured all the details, end to end, top to bottom, which you can recommend for planning for users and customers and will present it to you in this webinar.
Pooh got his head out of the hunny pot (part 1) so now Tigger will teach us about automation. In the hundred acre wood and in your organization there are lots of opportunities for data clean up and automation. This session will be 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. Don’t
Schedule and automatically distribute documents with supporting documentation based on receiver (partners, employees, customers, vendors, etc.) preferences such as via email, fax, FTP, or print.
Gorilla Expense offers an easy to use mobile and web based expense reporting & Timesheet solution which automatically integrates with Dynamics SL. Join us for this DSLUG Partner Solutions Showcase, developed so user group members could learn more about specific products and services available in the marketplace.
Pooh got his head out of the hunny pot (part 1) so now Tigger will teach us about automation. In the hundred acre wood and in your organization there are lots of opportunities for data clean up and automation. This session will be 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. Don’t
D365 Field Service is a powerful platform that can empower your field service team to proactively identify issues and build strong relationships with your customers. In this session, we will dive into” Agreements” and how they can be used to assist in scheduling and overall preventative maintenance operations, including scheduled invoicing.
Did you know Position Control is now rolled into Human Resource module and FREE for you to use? Yes I said FREE. Come to this session to learn about Position Control and how you may want to use it in your company.
With defensive programming, the main idea is that if a function is passed bad data it won’t be hurt, even if the bad data is another function’s fault. More generally, it’s the recognition that programs will be modified later on and will have problems, and that a smart developer will write their code to account for this. In this session you’ll learn how to protect yourself from the cold, cruel world of invalid data, events that can “never” happen, and other developers’ mistakes.
CFOs are playing an increasing role in the implementation and decision-making process for digital solutions. In this piece, learn why over 200 CFOs and senior finance executives feel hopeful about the future and anticipate growth in 2021.
Join us as we explore ways to speed up what you do in GP with some awesome tips and tricks. Learn how to gain efficiencies to help you get some time back in your day.
It’s a fact – 47% of CRM projects fail 2 or more times before organizations get it right. One of the most critical reasons: not understanding the unique planning process. This session will dive into what should be included in your CRM roadmap, how to build it, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, and constantly improving.
#Leadership
#CustomerEngagement
Customer experiences are more crucial than ever with a digitally connected world and by using Dynamics 365 for Sales you can build loyalty and maintain your reputation while simultaneously differentiating yourself from the competition.
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!
Bring together Office Apps like Word and Excel, Email and Calendar Apps like Outlook and Exchange and Collaboration apps like Teams to power your business to the next level.
Most digital agencies list SEM as a service offering, but you may be surprised to know how many have NO experience or training in paid search! Because it can be so easy to pick the wrong agency, we’ll focus on the steps and questions to find and vet a good SEM vendor, including expectations and relationship management to get the best results in the months and years to come.
This session will take a look at the upcoming Planning Optimization Add-in for Dynamics 365 Supply Chain Management and how it enables faster Master planning with a minimal load on SQL. You will also get an overview of the available master planning features and future roadmap functionalities.
