Search Results: AI (7983)

Workflow options are ever expanding. This  session will demonstrate options you may not know exist, including routing by financial dimension, conditions and automated processing additions.  You will also learn how to set up and incorporate the new configurable hierarchies in the workflow process.  You can make workflow work for you!

The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

This session will be available for CPE credits pending completion of session survey post event

Management Reporter has many built-in features that can help you build great financial statements. In this session, learn how to automatically add new accounts and descriptions to Row Definitions, create new Reporting Trees, add additional text from reporting units, sort data, renumber row codes and more.

This session is geared for an audience with a basic skill set.

This session will be available for CPE credits pending completion of session survey post event.

Building balance sheet statements and cash flow statements in Management Reporter is not as difficult as they might seem. We will look at built-in functions to help build these statements like Rounding Adjustments, Complex Calculations, IF Statements and more during this session.

This session is geared for an audience with an advanced skill set.

This session will be available for CPE credits pending completion of session survey post event.

Come see how Microsoft Management Reporter can be used in your organization to simplify and automate the reporting process!  Main features of Management Reporter will be shown like report creation, generation, distribution and analysis of the financial data with drill down capabilities.

Level: Intermediate

In this session, we will be breaking down the common cost components involved in manufacturing: how do we set these up, but more importantly, how do we utilize these to our advantage during in the manufacturing process? Suitable for accountants and non-accountants: anyone who has an interest in the cost makeup of a typical production run. How do we best use the tools available within Business Central, even those that you may already be familiar with, and hopefully a few more, to maximize our analysis potential. 

This session will be available for CPE credits pending completion of session survey post event.

Level: Advanced 

In less than an hour, learn over 50 tips and tricks used by Management Reporter users in handling their financial reporting requirements. Sort data. Run multiple reports at one time. Set security by department. Learn about all of these plus many more.

This session is geared for an audience with an intermediate skill set.

This session will be available for CPE credits pending completion of session survey post event.

Did you know that you have the ability to put multiple projects on a single contract, or even create a project hierarchy with sub/child projects? You also have the ability to add multiple funding sources to a single contract and create billing rules to determine how the billing responsibility can be broken down. Additional billing rules can be configured based on milestones, delivery of unit of measures, and project progress (% complete). All of these options can be configured to be invoiced and billed collectively.

The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area.

This session will be available for CPE credits pending completion of session survey post event.

MSX Group Prospero® is your next-generation solution for budgeting, forecasting and financial reporting. With Prospero® you can create sophisticated budgets, forecasts, and boardroom-quality reports – all without IT assistance or custom programming. Prospero is designed to leverage the latest technologies, platforms, and operating systems, while continuing to remain relevant to your current legacy environment and investments. Prospero can be implemented in days, not weeks and allows you to convert your exis

How do you know who has access to what?  What are the best practices for managing your BC/NAV security? We’ll discuss how to create a good process to make sure employees can do what they need to and not what they aren’t supposed to.  This session will cover the steps required to set up a new user in BC/NAV.  We’ll also review the processes to assign permissions, manage user groups, set up warehouse security and how to create customized permission sets including a demonstration of the permissions recorder.  Bring your questions, real life stories, and be prepared to share how you manage BC/NAV security in your company.  This session will combine How-To presentations with interactive discussions to share best practices and fresh ideas.

This session will be available for CPE credits pending completion of session survey post event.

Level: Basic 

If you are new in manufacturing or new in Business Central production module, it will be the right session for you. I’ll explain the basic concept from items setup, BOM’s, routings how to handle with Production Orders, how to post consumptions and outputs… Of course, you will see a lot of tips and trick and how to avoid mistakes in manufacturing as some of them cannot be resolved easily. For better understanding, we will build one virtual ice-cream factory. 

This session will be available for CPE credits pending completion of session survey post event.

Level: Basic 

Learn how to use Docker to manage multiple Business Central environments on your own computer for testing and development. We’ll use BCContainerHelper to make it easy to get Business Central running in Docker.

This session will be available for CPE credits pending completion of session survey post event.     

Level: Basic

If you’re seeking a thorough overview of the manufacturing functionality of Dynamics 365 Business Central, this course is for you!

Dive in from a user’s perspective with this hands-on full day course where you’ll gain a thorough understanding of the topics below, allowing you to meet the daily challenges of leveraging Microsoft Dynamics 365 Business Central. 

Class Topics:

•Raw Material & Finished Good Item Setup for Mfg
•Create Production Bill of Materials 
•Create Basic Capacities (Work Centers & Machine Centers) & Routings
•Create, Process, & Finish a Production Order 
•Lean Manufacturing Capabilities for Auto Reporting of Material & Labor
•Manufacturing Setup 
•Sales Order Interface to Production Orders 
•Reorder Policies for Purchases, Production, Transfers, & Assemblies
•Setup Forecast for Planning (MPS/MRP)
•Planning Worksheet (Optimize creation of Purchase, Production, & Transfer Orders)
•Subcontracting (Outsourcing of Production Processes)
•Advanced Capacity (Infinite/Finite Methodologies)
•Shop Loading (Managing Shop Floor Schedule)
Audience: This course is intended for users who want a working knowledge of the basic and advanced functionality in manufacturing. 

Level: Beginner to Intermediate

Prerequisites:

Before attending this course, students must have: 

•A basic understanding of Microsoft Dynamics 365 Business Central or Microsoft Dynamics NAV
•A basic knowledge of Inventory in Microsoft Dynamics 365 Business Central or Microsoft Dynamics NAV
•A basic understanding of manufacturing terminology and processes 
Preparation: Please bring an internet capable Windows PC to class for the Academy’s hands-on training environment.

Plugins are at the core of custom development for Xrm. This session will look at the common pitfalls of plugin development, and the tried and true best practices for having powerful yet easy to maintain plugins by correctly utilizing a common plugin base and plugin framework.

Leaning Objects:

•     Automatically prevent some of the most common causes of plugin infinite loops

•     How to log every Organization Service request without writing code

•     How to declaratively execute different code based on the plugin context without any if statements, and more!

The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

Manufacturers rely on key reports to provide them with actionable insights. Reports such as capacity utilization, costing, and work load are just a few that need to be on your dashboard. PowerBI helps you combine data from multiple sources and quickly process mountains of data into meaningful and useful information. 

This session will be available for CPE credits pending completion of session survey post event.

Level: Intermediate 

Are you ready to generate financial reports that give you the business insights you need? Do you want to generate them easily, quickly, and with full confidence in the underlying numbers? If so, then this course is the one for you. 

It all starts with the proper setup of your account schedules, and in this deep dive training session, you’ll learn the fundamental principles of account schedule construction. Using hands-on exercises in our online learning environment, you’ll have the opportunity to apply what you learn during class, including how to generate an effective and insightful:

•Trial balance
•Summarized income statement
•And the beginning of a solid balance sheet
You’ll master the basic account schedule building blocks of row setups and column layouts and understand how to layer in your budgets. Learn how to create each section of your reports, the quick ways to build simplified formulas, and simple formatting options. 

Then we save the best part for last, as we unveil the magical beauty of creating a refreshable Excel export that eliminates your manual workarounds! 

Learning Objectives

Following completion of this course you’ll be able to:

•Create key financial statements: trial balance, balance sheet, and income statement
•Apply multiple views for different periods of time to any report
•Review options to use dimensions with financial reports
•Discover ways to produce financial reporting quickly and efficiently
Level: Intermediate

Audience: Any professional with responsibilities to create and maintain financial reporting.

Prerequisites: A basic to intermediate understanding of accounting and business processes.

Preparation: Please bring an internet capable Windows laptop for the hands-on labs.

Instructor: Kerry (Rosvold) Peters

Version: This class will be taught in Dynamics 365 Business Central. Course material is applicable to most versions of Dynamics NAV as well. Key version differences will be highlighted by the instructor.

This comprehensive hands-on course covers  the theory, practice, implementation, and common errors regarding Master Planning and Production Scheduling. It will be valuable to users of AX 2009, AX2012 and D365.

Together we’ll dive into the Master Planning Module, where you’ll learn how to make the correct decisions regarding the set up and use  of different planning functionality, and understand how to apply them to your business processes. You’ll walk away with the ability to better plan purchase, production and transfer orders more reliably, optimize your production flow and provide on-time delivery to your customers. 

We’ll review in detail:

•Master Planning theory
•Setup best practices and typical mistakes made
•Integration of item coverage settings in the planning processing
•The importance of BOM and inventory accuracy
•Use of effective lead times
•Compare and contrast AX2012 and D365 Master Planning modules
•As time permits, production execution best practices, and production scheduling and capacity planning
Any questions regarding these areas will be encouraged. 

Learning Objectives

Following completion of this course you will be able to:

•Describe the theory and drivers behind Master Planning.
•Compare the options, effects, issues, and solutions regarding setup of Master Planning and Production Scheduling in AX.
•Define the differences and similarities between planning in AX2012 and Dynamics 365.
Audience: Manufacturing, Planning

Preparation: Please bring your own internet capable Windows PC to class for the hands on lab portion/class exercises.

As we have learned to adjust our work environments, processes and daily routines, we have gained organizational insights about how we need to be more flexible, collaborative and connected. This session will cover the challenges of processing invoices remotely, with even less visibility, and even greater need for integration with Dynamics GP. We will discuss lessons learned and real-world examples of streamlining the accounts payable process and centralizing document management. We will include a live demonstration of KwikPayables for GP that features a touchless AP process with end-to-end visibility — keeping your team connected wherever they are.

This session will provide information on how to take advantage of Master planning ability to arrange suggested production orders in a specific sequence, making the production floor much more efficient.  Learn how to configure the system so you can run a production order in a specific sequence. For example, you might use it to reduce clean up time production orders are running from lightest color to darkest color or package all 4 oz. bottles then all 8 oz. bottles. The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area. This session will be available for CPE credits pending completion of session survey post event.

Getting paid by your customers can be a hassle! This session will highlight the SK Global suite of AR modules including: Cash Application, Online Invoice Presentment, Online BillPay, Embedded Credit Card Processing and Remit Text Analysis.

Join GPUG All-Stars Abra, Amber, Kyle, Shawn, and Zubin with guest appearances from other MVPs and All-Stars (present and future, aka – you!).

This session is a throwback to the origins of GPUG, your Q&A session, this is intended to be a live troubleshooting session. 

We encourage audience members to respond to each other’s questions sharing their experience as to how they have responded to similar challenges.

We want to demonstrate to you the Power of Us, to recognize that you are not alone and that your peers know how to guide you through your challenges.

Our expert panel will be there as a safety net, to course-correct or fill in the gaps if necessary, but we want this to be your session.

We will not have a formal presentation, we will start the session with an interactive whiteboard of your questions.

We will ask all attendees to submit their questions in advance so we can maximize our time responding vs soliciting questions.

If we don’t cover everything during the session our panel will respond to you after the session.

We are looking forward to us all working through your issues together!