Search Results: ERP (3979)

It’s no surprise that enterprise and mid-market organizations are benefiting from the investments made in cloud security, R&D and cyber security experts. Ongoing economic and global uncertainty has led many business leaders to fully recognize that migrating to the cloud is critical to their business continuity and success. The question is no longer IF, but WHEN to move their mission critical applications to the cloud.

During this session we’ll discuss ‘what’s possible’ when you transform your business with the power of cloud. Dynamics AX end of support (EOS), remote workforce and business continuity issues have forced organizations to re-think their on-premises operations or face the potential risks and consequences of non-supported mission-critical business applications. Join us and discover cost-effective cloud migration strategies and the extensive benefits your organization will gain from a full transformation to the cloud.

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

Level: Basic

How can you manage your paper-based AP operations with a distributed workforce? You really can’t if everyone is working from different locations. If this year has shown us one thing it’s that companies MUST take everything digital and provide access to company data from anywhere to maintain and grow their business. DocLink extends the value of your Dynamics ERP not only by allowing you to go paperless, but also automating your entire AP process from POs to payments. In this session you’ll hear from DocLink customers who have achieved success in going digital, and you’ll learn how you can:

•    Eliminate paper and manual processes

•    Capture and access documents instantaneously

•    Streamline and accelerate approvals

•    Automate 3-way matching

Join us to learn how to gain improved efficiency, visibility and control by going paperless and touchless in AP. This session is for the following products: Dynamics GP, AX, Nav, SL, D365 F&O and D365 Business.

Upgrading from NAV to Business Central is a challenge for most businesses—time consuming, tedious, and complex. As experts in upgrades, we’ll demonstrate tools, automations, and concepts that help you speed up processes to make upgrades faster and easier.

1) Learn to understand how automated tools can help speed up the upgrade process and give better performance/reliability for your next upgrade.

2) Use this knowledge to build your own tools.

3) Use this knowledge to discuss these concepts with your upgrade partner.

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

Level: Basic

Get crystal clear clarity on the key differences between an upgrade and a re-implementation. We’ll provide a brief analysis on the cost, time, technical challenges, and the final output of these two different paths to updating Dynamics NAV. We’ll also discuss what critical factors lead companies to upgrade or re-implement. We’ll also answer questions about your unique scenario to help guide you to make the best decision for your company. 

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

Level: Basic 

We’ll provide a high-level overview on the main topics of C/AL to AL development. You’ll become acquainted with the technology and what’s involved, while gauging your interest and skill level for pursuing advanced classes. Learn what next questions to ask in your development journey.

This is a summarized / high-level version of the Academy class of the same name.

We’ll cover:

1)  What is allowed in Base C/AL Tables and Pages.

2)  Understanding of Events – Integration, Database Trigger, & Page Trigger.

3)  Understanding of how to Subscribe Microsoft/Add-on Events.

4)  C/AL to AL Conversion.

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

Level: Intermediate

When it comes to monitoring Power BI there are compliance, governance, performance, and implementation questions to consider. 

In this session, we will look at how you can find the right answers by monitoring Power BI. We will look at the Power BI Audit log for usage, license, and other audit information. We will look at what the Power BI API can show us about data sets, refresh history, Enterprise Gateway information, premium capacity, and artifact inventory. Lastly we will show how you can automate the data collection via Azure and PowerShell and report on the results.

Session Level: Intermediate

As long as ERP software has existed, so has the struggle to achieve good user adoption. Why? More importantly, what can we do about it? Obviously challenging, but certainly achievable, we’ll walk through root causes of the struggle, and review methods for correcting and driving sustainable user adoption, which leads to more efficient processes, better service, and more to your bottom line. This will be a highly interactive session in which you’ll work with each other to innovate solutions to common challenges, so everyone can return to their office with new energy and a full list of ideas to implement. 

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

Level: Intermediate

Lease accounting has changed for everyone, in every industry. The large accounting firms have called this the largest accounting change n the last 20 years. Whether you file under ASC 842 (US GAAP), IFRS 16 (Canada and International) or GASB 87 (Government accounting), your life is about to get much more complicated. This session will explain what you need to know about these standards as well as how to get ready to be compliant.

After this session, participants will have a clearer understanding of the basic differences between the current lease standards versus the various new standards.

After this session, users will have a better understanding of the accounting entries related to the new lease standards

After this session, participants will have a better understanding of what to look for in a lease management product in the Dynamics ERP space

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.

Discuss perceived barriers for women in the workforce, learn how to prepare yourself to be chosen for a leadership role and invited into the boardroom, and gather tips to seize opportunities to set yourself up for success!

Level: Basic

This session will give you a whole list of easy but powerful takeaways to share with your team. No PowerPoint here! We’ll demo 50 tips LIVE inside of Dynamics 365 Business Central so you can see for yourself how to accomplish things faster, easier, and with more efficiency! Join us for this very FAST 50 minutes with a special emphasis on tips for finance professionals. 

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

Level: Intermediate

System performance is one of the most impactful elements of any ERP system – so why are you not prioritizing it?  Join us to remove some question marks about how to actually execute the performance testing that you’ve been avoiding within Dynamics 365 for Finance and Supply Chain.

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.

Looking to be the office hero after Summit? This session will give you a whole list of easy but powerful takeaways to share with your team. No PowerPoint here! We’ll demo 50 tips LIVE inside of Business Central so you can see for yourself how to accomplish things faster, easier, and with more efficiency! Join us for this very FAST 50 minutes! 

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

Level: Basic

When everyone works from home, how do you maintain vital controls to prevent fraud?   Listen to real world examples of how frauds can happen, who perpetrates them, and methods to prevent losses.   Learn about how you can configure SL to enforce segregation of duties, audit access to key screens, and provide traceability for DCAA compliance

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

In this session, we will discuss the successful implementation of D365FO from a customer as well as a partner perspective.  We will discuss what went right as well as what went wrong from both perspectives, including functional and technical scope considerations, technical requirements and needs for the client based on scope decisions, impact to non-D365FO enterprise data assets, how this implementation fits into the company’s long-term plan.  This session will start from proposal and partner selection and go through current state.

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.

Join us for a  walk through and demonstration of how to use Power Platform with D365 Finance and Supply Chain. The demo will include Power Apps and Power Automate flows communicating with D365FSC in real time for quality control, and vendor invoicing. The presentation will also involve a discussion of important considerations related to creating Power platform content that uses ERP data.

The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.

This session will highlight a real-world use case of a client’s evolution in their data journey from original system implementation to actual dashboards and reporting.  The session will concentrate on lessons learned, potential pitfalls and will showcase the final result:  An actionable Power BI workspace that provides analytics for the enterprise!

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.

The Power Platform with Canvas Apps, Power Automate flows and all the goodies that the Common Data Service offers is making Citizen Developers as well as Pro Devs super efficient in building apps and complete enterprise grade solutions. But what about ALM? Is build/deploy automation and proper CI/CD even possible?

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

System performance is one of the most impactful elements of any ERP system – so why are you not prioritizing it?  Join us to remove some question marks about how to actually execute the performance testing that you’ve been avoiding within Dynamics 365 for Finance and Supply Chain.The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area.

There is no doubt that Microsoft Dynamics GP can improve account payables operations for all types of businesses. This ERP gives you peace of mind that your AP processes are being implemented smoothly day to day. Now imagine what you can achieve when you pair this powerful ERP with Yooz, the leading AP automation solution on the market. 

Achieve the highest level of automation with completely paperless AP, the fastest processing times with same day invoice approval, and unmatched savings for maximum ROI. 

Join us to learn why integrating Microsoft Dynamics GP with our AP Automation solution is the key to achieving your best AP workflow yet. 

Hosted by Casey Dial, Regional Director of Sales at Yooz North America. 

Are you or your small team charged with managing GP for an organization with lots of GP companies and similar tasks daily, weekly or monthly? If you’re performing the same task more than once (ok twice) there’s opportunity for automation because you have better things to do with your time!  I’m the sole admin for 49 GP databases and I’ll show you how I use SQL to automagically open the GP fiscal period for a new month, run an automatic daily AR aging process and more across our entire GP enterprise.

Participants will learn how to:

1.Create a SQL process to automatically open the new fiscal period for one or more GP companies;
2.Use SQL to automatically ‘age’ all accounts receivable customers daily;
3.Automatically generate an AR Aging and email it as an attachment directly from SQL

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.