Search Results: IT (6540)

Are you ready to be the office GP Champion? Join this session to explore over 40 different ways to save time, be more efficient AND use GP in ways you never thought were possible! Brand New for Summit 2020! We will cover Financial Module, Sales, Purchasing, Inventory and More!! 40 is a lot but no worries, full documentation will be included – come and have fun AND learn!

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.

Regardless of your level of experience with GP, none of us know it all; but you will leave this session with a list of navigation features you didn’t know existed or didn’t know how to use in the software. If you’re new to GP, this session is a must. We will show tips, tricks and shortcuts around reducing mouse clicks making your daily tasks and navigation in Dynamics GP more efficient. A few surprises are always in store during this fast paced session.

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.

Don’t be afraid of your accounting software! Be honest. Managing your accounting software can be daunting and many IT departments take a “hands off” policy, but it doesn’t have to be that way. 

This technical hands-on course will teach you what makes GP tick, from “Why it’s done that way” in client installation, to GP table structure, managing Security, SQL backup strategy and connecting GP using web services and other tools.

We will navigate the ins and outs of the client installation, explore the depths of security, not only for GP, but for SSRS and Excel Reports, and dive into the GP tables to understand how they interrelate and how to setup SQL maintenance for peak efficiency. 

We will review the importance of SQL backups, selecting a strategy that best fits your requirements, and discuss disaster recovery options.

We will review the GP web client install process and common mistakes that administrators make that require you to reinstall every year if not done properly.  You will understand why in today’s environment you can NOT afford to deploy the web client.

You will also come away with a better understanding of how you can integrate with GP using web services, econnect and OData.  We will review the major options for integration and, time permitting, may dive into a few of the tools towards the end of the course.  

Audience: Dynamics GP Power-Users, IT Professionals, and Dynamics GP Support Professionals

Level: Beginner to Intermediate

Prerequisites: Functional knowledge of Microsoft Dynamics GP

Preparation: Please bring an internet capable Windows PC to class for the Academy’s hands-on training environment.

Training Materials: Will be supplied by the instructor as appropriate.

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When it comes to document management, Dynamics and SharePoint offer a myriad of options … not all of them good. Even the built-in SharePoint to Dynamics integration can create more problems than it solves.

In this session, you’ll learn what nobody tells you about SharePoint to Dynamics integration – including case studies on how different approaches for document management in Dynamics 365/CRM are working for different organizations.

 We will review all the available options, from using the built-in Dynamics document management, to SharePoint, to Teams, to Power Automate to custom code to third party add-ons. You’ll learn the different solutions that work best in different scenarios and you’ll learn from how one organization setup a complex SharePoint integration and how they’re modernizing it with Microsoft Teams.

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

Ever wonder what the folks in IT are doing when you ask them to pull data for you from Dynamics GP? Did you ever wish you could do it yourself? Well join us for this fun hands-on class and soon you’ll be speaking and using SQL like a pro!

We’ll start from the very beginning and teach you the elements of a SQL query with a focus on the Dynamics GP data structure. SQL allows users to ask a question of the database, and have it answered in a very specific way. Although it may look like gibberish to you today, SQL is one of the most logical languages there is and we intend to make it easy for you to read and write it, but beyond that, SQL actually allows you to ask a series of leading questions, coupled with specific commands, grouped together to get to the answer you really want. It’s like truth serum for your data!

Through interactive lectures and hands on examples, attendees of this class will learn:

•Understand how to employ SQL to get data out of Dynamics GP
•What is SQL and how can it be used in relation to Dynamics GP
•The components of an SQL Select query
•Different ways to connect data sources (JOINS and UNIONS)
•How to find data within Dynamics GP
•SQL Functions that can make queries better
•What to do with your query after it is written
•What are UPDATE, INSERT, and DELETE commands?
•How do we build a query, stored procedure, or function? For that matter, what are queries, stored procedures, and functions?
•More SQL functions, and how they help us navigate our Dynamics GP data.
The class will start out assuming attendees know nothing about SQL or programming and will quickly progress them to a point where they can effectively ask a complex question of their Dynamics GP database, as opposed to waiting for someone else to ask it for them.

After the basics, attendees will quickly advance to a point where simple reporting, data manipulation, or support needs needn’t wait on an IT resource to be available.

Audience: Anyone who wants to understand SQL

Level: Beginner

Prerequisites: An open mind and a positive attitude.

Preparation: 

•Students should bring an internet capable Windows laptop computer to the course.
•The detailed instructions for connecting and attending the class will be sent a week prior to class. 
•There will be short installation that will need to be completed, in order for you to have access to the training environment needed for labs and exercises.
•Your instructor will use a hands-on training environment.

How do you expand reporting when your GP SQL server is overloaded? Set up a new server…isnt that costly?  What if it was less than $100/month? Don’t we need a SQL DBA? No, with Azure Data Factory it’s easy for a business analyst with intermediate SQL skills to copy tables, transform data, and build sophisticated workflows. Power Platform offers similar capabilities, but you might need a full database where you can build views and stored procedures.

In this session, we will walk you through the process of installing a gateway and programming all the logic from the Azure portal.

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.

In today’s business climate, where the focus increasingly is on remote work and digital solutions, user adoption has never been more important. ClickLearn ensures the success of any Microsoft D365 CE implementation or upgrade project by enabling authors to deliver more and better content for training and documentation. In this session, where we unveil a whole new user experience, you will see how you can record your processes and with a single click, produce a complete e-learning portal in 45 languages with step-by-step instructions, virtual assistance, e-learning, and process videos. You can use the virtual assistant to guide your users from within your live solution.  

You will also see how the Replay function lets you automatically update any existing content (including screenshots) to reflect updates to Dynamics 365 for Customer Engagement – including any third-party applications. This feature is particularly relevant for large, global organizations because you can also use it to automatically create language versions of your content with a single click.

Looking for a better way to get payroll information into the hands of your employees? Wanting to do away with mailing W2’s to everyone? Maybe you need a better way for employees to update their W4 information.

In this session, attendees will learn what it takes to get employee self-service set-up and ready to use. Discussion points will include licensing requirements, software installation needed, and set-up in GP for employees.

Then attend the next session where we demonstrate how employees will use Self-Service!

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.

If you are emailing  sales invoices, chances are that you are not doing it in an optimal way. There are many possible improvements of this process and we will describe the most beneficial ones. We’ll discuss the critical emailing shortcomings in D365FO and will show you the potential solutions. Whether you are a power user or a functional consultant, we will teach you which customizations to require from your developers in order to get the most out of your emailing process.

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.

No matter where your employees are working these days, it has become crucial to implement the technology and tools to ensure that our remote teams are able to stay up-and-running without missing a beat. Join this presentation to learn how MetaViewer Paperless Automation helps Microsoft Dynamics GP end users manage their payment processes efficiently, securely and flexibly.

We all know the Data Lake and Azure Synapse is on Microsoft’s road-map for D365FO. Join Azure Synapse and Data Lake experts to learn more about this exciting technology and how it can transform you business into a data-driven organization!  Learn how the Canada Goose company is using these business intelligence tools enhance productivity in the company.

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

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

For GP admins, there is often a need for some basic SQL skills and knowledge. You may not have an IT background, but with some light training you can find the details on how to navigate SQL Server Management Studio and perform some valuable SQL tasks. This session with give an overview of that navigation as well as cover some of those key SQL functions including backups and maintenance as well as the table structure and the intro to report writing with views. If you are a GP admin looking for additional SQL knowledge, this session is for you.

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.

Flip your organization upside-down and see what comes out!

In this session, you will learn a simple technique for changing the culture inside your organization, which can result in increased process efficiency and reduced costs.

This approach is not just for manufacturing! A continuous process improvement culture can be effective for all functional areas (finance, IT, warehouse, sales, etc.) and all types of businesses (grocery stores, law firms, hospitals, distribution centers, and much more). If you have any process at all, this method can help you!

Join us and see how continuous process improvement works and how you can start implementing it in your organization today.

We have all heard of SQL Profile, but did you know that everyone should use it? It is  very powerful tool for anyone that has access to SQL and I will show you how anyone can use it.

SQL profiler is not just for a DBA, anyone working with SQL should be using this valuable for their SQL data. You will learn what SQL profiler can do to make you everyday life easier and how to use it for your benefit as a power user.

For the GP users, we will show a few GP specific examples.

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.

Have you ever wanted to be up on the Opry stage? Maybe the Opryland Conference Center? Now is your chance to learn what it means to be a speaker at User Group Summit! Practice your banjo, shine your belt buckles and get ready to join the lineup next year.

We will share with you the process of session submission, selection and presentation prep so you are ready for wherever 2021 will take us!

The User Speaker Cultivation program started this year and you can learn what that means and hear the results. It will be a toe tapping good time!

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

Join this member-led session, where Arrowhead Pharmaceutical, a life sciences company,  will share the challenges, approaches, and tactics it uses to  stay current with continuous updates from Microsoft, while effectively  remaining compliant in this highly-regulated industry.

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.

With the ever growing universe of Marketing Technology, it’s important for IT and Marketing to work together to ensure compatibility and ease of management of the Martech stack. In this session we’ll explore how marketing platforms enable CRM Administrators and Marketers to work together to ensure that Marketing has their technology needs met which the IT side of the house has options that seamlessly integrate into CRM and are easily managed and maintained.

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

GP’s Field Service Module can be used for much more than just ‘Field Services’ although if properly setup is fantastic for that!  Learn about creative uses of Field Service along with Contract Billing, Contract Management (tied in with inventory), Preventive Maintenance Tracking, Using for SOP and POP Returns Management and Depot Management, which is a way to provide an organized path for items returned for maintenance and even provides the ability to put the item back into inventory under a new item number as refurbished!

Learn more about the myriad uses for Field Service in Dynamics GP.  Learn how it interacts with other modules in GP. Understand how it can be implemented for all or just one of its functions!

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.

Using Typescript in the Microsoft Power Apps and Dynamics 365 environment has become the preferred method by most in the industry for streamlining client side development. However, code reuse and unit testing typescript as well as integrating Typescript into your release pipelines can be a bit of a conundrum when it comes to enterprise applications. In this session we’ll look at getting started using Typescript in Power Apps and Dynamics 365 and then taking that Typescript to the next level by adding both unit tests and code modules for reuse as well as integrating Typescript into your Azure Devops pipeline.

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

What is Flexible Billings and how do I configure it to make my billings easier?  Join us as we answer this question and more while we review the Flexible Billings module and how it works with the Project, Allocator, GL, and AR modules. 

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

Level: Basic