Search Results: IT (6691)

Did you just say Power BI for GP Payroll?  Well certainly!  The Payroll table structure in Dynamics GP is unlike other modules, but that doesn’t prevent us from using Power BI to support and enhance your Payroll reporting capacity.  Perhaps you have a system that integrates employee and/or timesheet data into Dynamics GP, and you want to review for miscoding, thoroughness, and investigate or highlight any outlier situations or use cases.  Current methods of review rely on SmartLists, Edit Lists, and SSRS reports, but in this session you will learn a new, more visual way of reviewing payroll transactions in Dynamics GP with Power BI.  We will show you some of the possibilities and even show you the steps to create your own Power BI views for Dynamics GP and beyond as well as an introduction to other Power Platform tools.

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.

Welcome to the GPUG General Session here at Community Summit NA 2020 as we gather virtually as a community for the very first time!  In this jammed-packed session, you’ll hear from GPUG’s Board of Advisors Chair, Michelle Kocher.  Then, get a first glimpse at the October 2020 release of Microsoft Dynamics GP with Abra Gilman (Collins Computing) and Terry Heley (Microsoft) as they show off what’s now available from our friends in #FabulousFargo.  Afterwards it’s Lisa Lucas, GPUG Program Manager, revealing  the 2020 GPUG All*Stars based on your votes.  Don’t miss out as we wrap up the first full day of Community Summit in style!

A well thought out Power BI data model can make creating a well functioning report a breeze. Relationships form the core of any model, but what if the relationships you have won’t allow the calculations you want? Do you want dimension tables to filter each other? Should a fact table filter a dimension? By getting creative with your DAX measures, it is possible to do this and more, while still keeping the model functional. 

This session will introduce and explain several DAX functions for manipulating relationships including CROSSFILTER, USERELATIONSHIP, and TREATAS.

Session Level: Intermediate

Do you use the Inventory module in GP?  Then you should use HITB.  The HITB was designed to be your inventory subledger to the GL.  There are gaps in capturing all the data if you are currently using the Historical Stock Status report as subledger, but HITB captures it all.  The gaps will be exposed, the process defined, and you will be empowered to overcome the possible objections from the accounting team.

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.

Learn about free tools that allow you to carry on daily duty as a DBA or SysAdmin to manage your Dynamics GP environment. Get to know where to look for free tools when it comes to manage your systems and grab scripts and tools from the GP Community to help!

Ever need to look in multiple places to understand a customer’s profile? Ever find that prioritizing leads and nurturing prospects are challenging? Is your customer information lacking?

Customer Insights uses AI and Machine Learning to provide a 360° customer view. With Customer Insights, Dynamics 365 delivers the ability to connect to multiple data sources, model profiles of customers, their interactions and insightful KPI’s.

In this demo heavy session, we’ll demonstrate building a customer profile and show how you can use the results for increasing sales, marketing and service effectiveness. Then display it inside of PowerApps, Mobile, and BI tools.

Everyone knows that Excel is the “go-to” program when creating financial reports. However, when you export a report from legacy tools such as Management Reporter into Excel, you have no ability drilldown on the numbers. Wouldn’t it be nice if you could? 

With ActivReporter, you CAN! 

Join this session to learn how you can completely replace Management Reporter with ActivReporter. ActivReporter can produce financials with multiple periods, multiple budgets, multiple companies, foreign currencies, and much more. And for any number in any ActivReporter Excel financial, you CAN drilldown to the underlying detail and then drillback to the posting in Dynamics GP.

As a System Administrator, you have an out-of-the-box toolkit available to help increase user adoption (and overall happiness) of your end users. In this session, we will review goals to enhance user adoption, understand what is in your configuration toolkit (like field level mapping, business rules, UI controls and much more!) and teach you how to implement them. This session will be a combination of slide deck and live demos. Questions and engagement throughout the session is very much encouraged!

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

James M. Pleasants Company (JMP) made the commitment early enough to benefit from its digital platform, lack of silos, and a strong cloud strategy to be able to continue to operate during Covid-19.  Martin and Niels from JMP will follow up last year’s discussion with insights about what digital transformation really means based on our experience with stay-at-home orders across the five states that the company has offices in. 

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.

DataflexPro is data source for Dynamics CRM package of solutions and Business Central has different data source, but DataflexPro with BC can be used for integration with different D365 products.

Because of that we will introduce how you can use together DataflexPro (and solutions based on it) with BC and how to use it in two different directions. First, if you want to fetch tables from BC into DataflexPro, and the second if you want to use DataflexPro data in your BC making full integration. In both situations, you will be ready to make it with standard and custom tables/entities.

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

Level: Basic

Companies running multiple instances will benefit from automation of Intercompany Orders.  AX2012 R3 allows for Direct Delivery functionality in the same instance.  However, our company runs 8 instances of AX 2012 R3 and needed a solution to automate intercompany transactions.  By developing a process that mimics direct delivery, from instance to instance, the manual processes involved with ordering and distribution created seamless electronic trading between buyer and supplier.  Orders can be entered in one instance and fulfilled from another instance, directly to the original customer.  Also allowing real-time communication, supply chain information and inventory order processing.

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.

Collecting payments is a necessary part of doing business. Unfortunately for many companies, it remains a manual and error-prone process that actually accrues more expenses and security threats. In this session, you will learn how to speed up the accounts receivable process, cut down on unnecessary costs associated with payment acceptance, and learn how to secure customer payment information within Microsoft Dynamics.

Key customization’s can significantly speed up data entry.    Find out how simple it is to remove unneeded fields, remove tab stops, add commas in numbers, make fields required, add user fields,  freeze panes in a grid, and more.    No programming experience needed!

Level: Basic

Are you in the government contracting industry? If so, you’ll want to join this session where a D365 user addresses how her company set up D365 to automatically handle required rate calculations, incurred cost submissions, work breakdown structures, unallowable costs, and audit response. It’s a can’t miss!

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.

Power Apps are a game changer for your company.  Power Apps let you provide Dynamics SL information to the people who need it when and where they need it.  For example, provide salespeople in the field access to their customer order history and inventory on hand on their phone.   Think of a task and you can create a Power App for that and you don’t need a PHD in computer science to build it. The cloud makes it possible to share your creations with co-workers on any device. Attend this session to see which Power Apps are available today in SL 2018 and learn the basics of how to start a new Power App.

Learning Objectives:

Upon completion of this session, participants will be able to:

•    Describe the Dynamics SL Power Apps solution.

•    Describe where to get the SL Power Apps solution.

•    Understand the basics of how to create a new Power solution.

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

Level: Intermediate

Please join Tonya Ream, IT Director at Vera Bradley, and Adam Carrick, Sr. Consultant at Sunrise Technologies, to hear how they planned, and executed a full replacement of their core ERP financial and operation systems, the full omnichannel landscape including a POS System supporting 153 retail stores, an eCommerce platform, a B2B commerce site, as well as their financial payment processor. This all went live on time, and on budget on the same day.  All achieved during an on-going pandemic.

You’ll learn:

•Why Vera Bradley chose Dynamics 365 and Dynamics 365 Commerce as their solution
•How COVID 19 affected their plans
•What were the key components that ensured they deployed on time and on budget

For many organizations, front line sales and support is owned by employees. What if it didn’t need to be? 

Join us for a session dedicated to how Power Virtual Agents can add immediate value to your Power Apps (or other!) portals.

Session Level: Intermediate

D365 Finance and D365 Supply Chain Management provides various options for it to Interact with different systems. The goal for this session is to go over the options available for Integration, pros and cons of each of the options and best practice which needs to be followed before choosing Integration method and during implementations.

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.

Power BI can get really complicated, really fast.  How do you cut through all of the technical terminology and just use it?  How do you know when you are over your head and need to ask for help from a technical resource? At this session you will:

Find out what Power BI works well for and what it does not

Get strategies for how to communicate with your developer

Learn strategies for deploying reports to various roles in an organization

Learn what an Excel user can reasonably expect to be able to do in Power BI

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.

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