KTL Solutions is a leading Power BI implementer, helping you get more out of your data. Power BI is a powerful visual interface, available on the web or as a desktop app, to help you picture and make sense of data. It’s all of your data in one place, for better decisions. With this powerful tool, you can take your data further and create insight to drive business.
Join Nicole Albertson to walk through the templates available on the eOne Website for SmartList Builder. We will also take a few of them and walk through how they were created and how to figure out how they were built.
You’re a Production Manager, you have played in NAV/BC but need some help learning more and to get started using it. This one hour webinar gives you a jump-start to get started. We will describe planning for companies involved in manufacturing or assembly management where the resulting supply orders can be either production, assembly, transfer, or purchase orders. The main interface for this planning work is the Planning Worksheet page. Let’s not forget about wholesale companies.
Companies are continually required to provide higher-quality information faster and more efficiently. Reporting allows companies to meet compliance, gain insight into projects, and get a snapshot into the company as a whole. KTL Solutions has the knowledge and creativity to put together the right solution to meet your reporting needs.
In this talk, you’ll gain an understanding of what data the API can provide your apps. Bring a laptop or follow along as we explore the API using a web browser. The lessons you learn here will give you new ideas about how you can extend Dynamics into new and exciting parts of your business.
Learn how businesses of all types are keeping their teams productive and engaged during the pandemic. 5 Panelists will present 5 mini-sessions and answer your questions: Participants from retail, manufacturing, professional services, financial, non-profit and healthcare will discuss how they are setting policies, adopting strategies and using technology to keep their businesses moving forward no matter where their employees are working. You’ll also offer tips on using Dynamics 365 and Office 365.
Microsoft Dynamics 365/CRM has amazing process automation tools available to administrators and cowboys alike. The flexibility of these features can be overwhelming and scary when it’s your first rodeo. Don’t let the system job el guapo scare you away! Let’s learn about workflow settings, scope and everything you need to know to get started. By the end you will have the tools to solve your business challenges!
Patagonia knew they had to streamline their systems to allow them to talk to each other. To do this, they implemented Microsoft Dynamics 365—a top Vertex partner—for ERP, Order Management, and Retail.
Marketing features are an untapped area in Dynamics 365 for Sales. 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.
The Dynamics 365 Field Service schedule board provides an overview of resource availability and bookings you can make. In this webinar we provide a high-level overview of the following: Quick Scheduling, Multi-Resource Scheduling, Multi-day scheduling, Resource Crew Scheduling, Resource Pools, Facility Scheduling, Time Constraints, and Booking Alerts.
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.
