Search Results: IT (6567)

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.

AR Automation does not have to be complicated… Make it easy on your business to make it easy for customers to pay you! Join Meredith Mitchell from Versapay who will showcase ChargeLogic, Versapay’s payments, invoice, and AR automation solution, integrated with Dynamics 365 Business Central.

Evaluating the investment of a modification to standard BC may sometimes become a myopic decision.  This session will be an interactive experience to explore considerations for when it is a good business decision to modify, select an ISV solution or change a process workflow.  We will look at how to value each of the options and best practices for building the cost analysis. This session will be available for CPE credits pending completion of session survey post event.Level: Basic

Are you a D365UG CE/CRM Black Belt or experienced administrator looking for ways to deepen your skills?

Join trainer Gus Gonzalez, 8-time Microsoft MVP, to learn the best practices and skills needed to operate as an administrator at the highest level.

Learning Objectives:

•Manage multiple Dynamics 365 instances seamlessly across the organization
•Configure Dynamics 365 for Maximum Performance
•Manage data effectively and maintain data quality and integrity
•Configure Dynamics 365 to provide the best user experience and adoption
Agenda:

1. Working with Dynamics 365 Instances

•Sandbox vs. Production
•Resource Utilization
•Backups
•Minimal and Full Copy
•Administration Mode
2. Dynamics 365 Solutions

•Solution Types
•Patching
•Application Lifecycle Management
•Solution Packager
3. Improving User Experience

•UI Best Practices
•Creating Custom Apps
•Organization wide settings for Users
4. Performance Deep Dive

•What affects Dynamics 365 performance?
•Troubleshooting performance
•Top performance killers and how to stay away from them
•3rd-Party Admin Tools
Instructor: Gus Gonzalez

Audience: D365UG CE/CRM Black Belts, D365 CE/CRM Administrators with real-world experience

Level:  Advanced

Prerequisites:  Students will use their laptop to access their organization’s environment and explore how the concepts learned during the class can benefit their organization.  Come prepared with access.

Do you sometimes feel overwhelmed when it comes to choosing “the” Microsoft tool to use for your analytics projects? Join this session to learn about various options for data movement and integration in order to employ the right analytics strategy for you. Topics covered will include Power BI Dataflows, Azure Data Factory, Azure Synapse, Azure Stream Analytics and more. Select live demonstrations will be used to illustrate use cases.

•     Discover the use case for different available tools

•     Examine the components and architecture options for different approaches

•     Appreciate the benefits and drawbacks of each option

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.

To survive and thrive, organizations need original thinking. Yet most individuals stay silent instead of voicing their best ideas, many leaders stifle dissent rather than encouraging it and businesses often listen to the person who is the most confident rather than the most competent. Tune in as Adam describes how you can unleash original thinking. Find out how to evaluate and champion new ideas; how to create psychological safety and build cultures that welcome diverse perspectives and honest feedback; and why we should not be afraid to fail. Engaging and entertaining, Adam’s presentation could change the way you live your life!

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.

Now more than ever it is crucial to make use of the technology readily available to help keep your business productive and competitive. Today, organizations can leverage near real-time business intelligence (BI) to make data-driven decisions to drive better business outcomes, collaborate more efficiently and empower all users become data heroes.

No X-ray vision needed; Power BI enables organizations to connect to and visualize data using one unified, scalable platform which allows you to see your data through a single pane of glass. 

Uncover hidden data insights through readable charts and powerful dashboards. Create accurate forecasts, fine-tune operations, become more agile and responsive, all while maximizing efficiencies in ways that simply weren’t possible in the past. If you’re not putting those analytic models to work for your business, you may be missing potential opportunities to improve cash flow and become more competitive.

During this session we will show you how to utilize powerful end-to-end business solutions by connecting cloud computing, Microsoft Power BI and Dynamics AX/F&O to transform your business.

Learn how to use Imperative development techniques in PowerApps to increase their … power. Use advanced mathematical formulas on table records. Understand best practices to test your application to make it bullet proof and improve performance of your application. Make your application robust and resilient by implementing offline capabilities.The content of this session is geared toward an audience with advanced-level knowledge of the subject area.

When establishing security roles in Microsoft D365, it is important to institute a robust security design with minimal security risks resulting from Segregation of Duties (SoD) conflicts and excessive sensitive access. Failure to reduce SoD conflicts and needless SA will result in unexpected risks and audit findings due to a lack of checks and balances in place. The out-of-box security roles inherently contain security risks that when assigned to users, foster a risky environment. In this session, we will discuss security risks, security design, and how to implement the security roles in D365.

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.

While PowerPlatform offers connector for Business Central to 50+ prebuilt exposed API’s, there are reasons why you would need more. And this ‘more’ can come only through custom connectors. That means if you add some custom field, or if you want to connect PowerPlatform with nonexposed tables, you will need solution.

In these scenarios you need to build API’s and custom connectors. This is not so complex but requires a bit different approach. At this session, you will see how to expose custom API, how to build custom connector and create Power App and Power Automate based on custom scenarios. 

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

Level: Advanced

In this session, we will through implementation journey of customer who retained their POS investments and using power of Dynamics 365 F&O for Finance, Purchasing, and demand planning operations. Many retailers have investments made in POS systems over the years with many proprietary investments.  You don’t have to throw them away if you want to utilize the power of Dynamics 365 Finance and operations. The Dynamics 365 platform is built with rich integration capabilities and can support a strong backend to your POS. While Dynamics 365 has rich retail/commerce functionality, application was architected to support taking a supporting use case and adapting the platform in an agile method.

By end of this session, you will understand:
-Key integrations
-Designing a functional architecture and keeping it simple
-Rich Integration Toolbox with Dynamics and use cases
-Validation and testing strategy

 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 post event.

Are you new to GP? Have you tried cutting a check and for some reason it printed all open invoices? Maybe you’d like to use ACH, but after you set the vendor up a check still printed! Do you find yourself changing the invoice date to “make it work”? Come join us as we discuss all of the payment options in GP and how to build a payment batch so that you only pay what needs to paid. 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.

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.