A modern budgeting solution not only provides process automation, time savings and more accuracy, but it also helps manage your financial expectations for future periods. The latest forecasting technology allows you to estimate your financial outcomes based on past data on a weekly, monthly or annual basis. These aspects of financial planning provide critical insights and competitive advantages for your company.
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.
Carte Blanche Greeting cards went live last year with extremely limited system modifications. Come to hear the company’s story of how the implementation was designed to limit risk and simplify early adoption.
DocStar ECM AP Automation. Empower your team to work smarter with real-time access to invoices—on any device and from any location around the globe. Our Dynamics GP integration makes accounts payable processing fast and easy with Intelligent Data Capture and flexible workflows. Eliminate “stare and compare” and duplicate data entries. Now it is easy to retrieve data, review invoices, and push them along the AP workflow—automatically.
Inventory control plays a critical role in the success of any manufacturing company, but through years of experience working with manufacturers, we’ve found that inventory control is often an area with ample room for improvement. In the Inventory Control Best Practices webinar,our lean manufacturing expert will cover a series of topics to help manufacturers gauge what level their at when it comes to inventory control, and provide some tips on how to improve performance. Some of the topics we will cover are:
The 5 risks associated with being an inventory control laggard
What are the 8 signs of an inventory control crisis
How to measure your inventory control performance
5 tricks to improving inventory control performance
Lean inventory control techniques (KanBan, TwoBin,FIFO Lane, Supermarkets)
If you want to find out why everyone is talking about Artificial Intelligence, how it can be applied to the world of ERP and Finance, and what can be achieved with the standard functionality in Microsoft Dynamics 365 Business Central, this session is for you! We will demonstrate how to setup and use Late payment prediction and Sales and Inventory Forecast functionalities so your company can set out on the road to getting intelligent insights right now with a minimal investment.
The majority of CRM systems have duplicate data to some degree, that is no mystery! We cover the cause and effect of this data- including GDPR compliance issues. We cover how to design out duplicate data and reduce the risks of adding duplicate data! Learn processes you can put in place to reduce it and how to address it if you have it. Duplicate data management starts with policies and processes, with a little help from technology you can deal with it & improve user adoption and customer satisfaction.
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
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.
In this session you’ll learn to do a bank reconciliation in NAV the old fashion way. While NAV can do imports from your bank to match transactions, we will be doing it by hand. We’ll talk about how to find missing transactions, and the great black hole of manual checks.
In this webinar, we’ll discuss the year end process for closing your income statement and providing current financial statements even if your audit is still outstanding.
deFacto Planning is a fully unified, 100% Microsoft-centric Budgeting, Forecasting, Consolidation and Reporting tool. It was designed and built by the experts who designed and built the original BPC, and has proven to outperform and out-scale BPC as well as other enterprise-class products on the market. The shared heritage between BPC and deFacto Planning allows for your initial investment to be repurposed more so than with any other product.
Jet is a robust reporting tool, built directly into Excel. In this course, we’ll cover the various Jet product offerings, and walk through how easy it is to start building reports.#Functional#Accounting#BIandReporting#Finance#GetStarted
With defensive programming, the main idea is that if a function is passed bad data it won’t be hurt, even if the bad data is another function’s fault. More generally, it’s the recognition that programs will be modified later on and will have problems, and that a smart developer will write their code to account for this. In this session you’ll learn how to protect yourself from the cold, cruel world of invalid data, events that can “never” happen, and other developers’ mistakes.
Now it’s more important than ever before to get things done remotely and efficiently. Using Power Automate approvals is a great way to keep the team engaged, keep projects and proposals moving forward, and to ensure that proper audits are done.
In this session you’ll learn how to create your first approval flow, how to modify it to handle automated tracking, and some of the gotchas that can cost your team lost time and frustration if you don’t plan ahead.
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
When it comes to metrics, leaders need to start with what to measure and why. What are the behaviors you want from your sales and service team, and what levers do you have to push in order to increase sales performance? In this session we’ll discuss the best practices for developing actionable metrics. Then you will see you examples of how to incorporate analytics into Dynamics 365 for Sales and Service using the built-in reporting tools and Power BI. You’ll take away ideas for how to use metrics more strategically to achieve your goals.
Most digital agencies list SEM as a service offering, but you may be surprised to know how many have NO experience or training in paid search! Because it can be so easy to pick the wrong agency, we’ll focus on the steps and questions to find and vet a good SEM vendor, including expectations and relationship management to get the best results in the months and years to come.
This session will take a look at the upcoming Planning Optimization Add-in for Dynamics 365 Supply Chain Management and how it enables faster Master planning with a minimal load on SQL. You will also get an overview of the available master planning features and future roadmap functionalities.
Let’s explore what the new Business Central Company Hub is and how-to quickly set it up.
