BKD’s CPM advisors offer experience to guide your company with selecting and using CPM solutions. These may be simple and include your current software or may involve adding a solution. BKD works with Solver Global to offer a suite of functionality, available for both cloud and on-premise, our clients have been using for years. It provides reporting, budgeting, and forecasting in addition to data warehouse. BKD provides services to implement Solver, train users, and develop templates.
The Service Management application area concentrates on supporting the business needs related to repair shop and field service operations. We will take a tour reviewing its functionality and features.
Summit Track Preview:
Industry
Sessions Previewed:
1. Implementing Fulfillment Ordering to Perfect your Supply Chain Processes
2. HITB….How to Reset, & Overcome the Objections!
3. Project Accounting – Setup and GL Processing
4. Purchasing Returns To Vendor (RTV) and Other Cool PO Tools
5. Upgrading your Word Templates to Visually Represent the Professional “You”
The Planning Management portion introduces the concepts of service order allocation, planning and dispatching. Also, it explains how to record what repairs and maintenance the resources perform on service items. After this webinar, you will be able to Assign customers to service zones, Allocate resources, Reallocate resources and change repair status.
The COVID-19 pandemic has shifted businesses to remote work environments, requiring organizations to pivot quickly on business decisions. This emphasizes the need for business-critical systems to be available and flexible. In this webinar recording, we will explore the benefits of Microsoft Cloud and potential paths for current Dynamics GP users to enable access to their systems at any time or place.
The Solver Data Warehouse is a next-generation, pre-configured data warehouse based on the world-leading Microsoft SQL Azure platform. Finally, a data warehouse that can integrate some or all of your transactional data sources into a single database that can be managed by your business users. Now all of your key data, whether in-house or cloud-based, can be stored and available for consolidated reporting, analysis, and dashboards.
Murray Fife delves into interesting features and take-aways for users of D365 for Finance, Supply Chain, and more!
Presented by: @Geoff Ables
CRM can deliver faster sales cycles, higher win rates, more loyal customers and accelerated marketing. But more than 60% of the time, CRM fails to deliver on those promises.
If you’re struggling with CRM adoption, then this is the session that you can’t afford to miss.
Learn why some CRM projects fail – and how to successfully recover. Better yet, understand how to set yourself up for success from the start!
#Intermediate
#CustomerEngagement
#Functional
#Sales
Deploy one solution to manage your company financials, sales, service & operations.
More and more businesses are feeling the pain of disconnected systems and processes. Now is the time to make a change for the better and explore a cloud-driven business management solution that will empower your teams to get work done from anywhere. Explore Microsoft Dynamics 365 Business Central today!
Service Contracts give you a tool for recording and tracking service agreements between you and your customers. In this session, we will review how you can set up Service Contracts manually, or with a contract template. We will discuss the billing options for the Service Contracts and the setups related to Prepaid versus Non-Prepaid Service Contracts. Prepaid billings can be directed to deferred revenue account and Non-Prepaid billings can be directed to a regular revenue account.
In Power BI we are used to creating reports and dashboards really quickly, in most cases we forget to think about governance, development and maintenance at an enterprise wide scale.
During this session I share some best practices about applying DTAP (Development, Production, Acceptance and Production), better known as multi-tier deployment.
By using Azure DevOps for deployment we bring back the structure and use a self-service tool in an enterprise environment.
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
