This is a powerful tool. To often it is thrown in. What to think about difference between menu groups and security groups for roll based access. Learn what screens should be used and what the settings mean and effect on what the users see.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Your customers need a Warehousing solution. You are rolling out Dynamics 365 Business Central but not sure what it does or can do. Come to this session to see what Basic Warehousing offers and discuss next steps to Advanced. We will also round out the discussion with Warehousing ISV Add-on’s.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
If you’ve used Dynamics 365 Business Central, you’ve probably seen the Open in Excel and Edit in Excel options. But have you used Business Central Workflows or Customer Insights in Outlook? Have you used Power Platform to automate Business Central processes? Or created Microsoft Forms Pro surveys based on Business Central data and events?
In this session, we’ll show you 6 great ways that you can leverage Office 365 and the Power Platform to increase productivity and get more value out of Dynamics 365 Business Central.
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.
Some companies allowed remote workers in the past, yet others have not until the Coronavirus arrived. Security and access to data, like the rest of your business processes, needs to now be looked at a bit differently. The good news is that it’s likely your company has many techniques in place already, or ready to implement. However, some controls are often overlooked, and a since ‘a chain is only as strong as its weakest link,’ it’s critical all security controls are addressed. Discover commonly overlooked controls and the steps to ensure security is not compromised with a remote work force.
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.
The landscape for Accounts Payable is changing. New technologies offer the promise of increased efficiency, electronic B2B payment types and automated workflows – but it takes significant time, effort and cost to transform into the AP department of the future. Or does it?
Join Mekorma to discuss how you can make paying vendors in Microsoft Dynamics GP a much easier experience – without losing the familiarity of tried-and-true, integrated processes. We’ll show you how to:
• Manage all your payment batches, for all your GP companies and checkbooks from one central location
• Approve payments on-the-go with our mobile application, PowerApprovals
• Safely outsource vendor payments by letting us handle them for you! Mekorma Enhanced ePayments can permanently relieve you of the most time consuming and costly parts of the AP function
Now that the Big Bang is over and you are live on the AX or D365 foundation and core modules, the hard part is done. We will go over a real world example of how a company (when I was a user) regained momentum to get more done. You took a deep breath and are thinking what is next for your AX or D365 implementation? It is time to increase your ROI, sprint to add functionality, and increase your user’s efficiency. What else can you do? Don’t lose the momentum! We will review functionality and modules with short term ROI.
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.
Been on GP for several years? Don’t know why it is set up the way it was? Times have changed, codes have changed, new features are here, and you may have a lot of obsolete data cluttering things up. It might be time to revisit your payroll setup and see what changes could be made that would help you process payroll more efficiently or get better reporting.
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
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
Now that the Big Bang is over and you are live on the AX or D365 foundation and core modules, the hard part is done. We will go over a real world example of how a company (when I was a user) regained momentum to get more done. You took a deep breath and are thinking what is next for your AX or D365 implementation? It is time to increase your ROI, sprint to add functionality, and increase your user’s efficiency. What else can you do? Don’t lose the momentum! We will review functionality and modules with short term ROI.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
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.
A free format AMA (Ask Me Anything) session where you can have open discussion about Microsoft Dynamics GP customization development with experienced developers David Musgrave, Steve Endow and Kerry Hataley as well as fellow audience members.
This is an open session with no slides to present, every audience member is welcome to ask a question or respond to questions, the expert panel are there to facilitate and share their knowledge and experience. If you have questions, please send them in advance to info@winthropdc.com so we can make them so we can make the most of the time we have.
Participants will benefit from open discussion about Microsoft Dynamics GP development.
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!
Join us as we explore how to automate the entire data conversions lifecycle to Dynamics 365 Finance and Operations. This session will include a discussion of processes, tools, challenges, and benefits. We will then dive-in to see it in action.
The content of this session is geared toward an audience with intermediate to advanced-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
