Search Results: RPO (2068)

Did you know that over 60% of CRM projects encounter serious user adoption and ROI issues? The struggle is real. But you’re not alone!

This non-technical session will include a full day of information on how to engage your team (leaders and users), improve your CRM solution, drive up adoption, and measurably improve results.

Our agenda for the day:

•The Annual Roadmap – Everything you need to know about engaging your team to build a roadmap to success. We’ll dive head first into what should be included in your CRM roadmap, how to built it, creating a vision, project planning, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, working with your unique corporate culture, and constantly improving. Attendees will take away a workbook with a framework for planning to launch or improve your CRM project.

•Employee Surveys – A simple solution for giving everyone a voice. But with a twist on creating a gap analysis for better prioritization, persona analysis to identify differences across teams, and benchmarking to give CRM project leadership recognition for the success that they create.

•The Culture Factor – Why sociology, and not psychology, is at the heart of driving CRM adoption. The 6 cultural metrics, and how to work with them to create and better CRM adoption strategy.

•User Personas and the CRM Framework – A matrix for understanding your strengths and weaknesses, with over 20 different approaches for driving adoption. Material will be covered in a round-table format with attendees selecting and prioritizing areas for discussion and sharing their own stories of success and struggle; and instructors sharing lessons learned from the field.

Learn Amazon terminology, get an overview of the various Amazon portals, and learn about integration possibilities with NAV/BC that will automate and streamline your sales, fee payments, and reporting on Amazon mfg/supply chain/admin/integrations. 

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

Level: Basic 

The tools and processes taught in this course will help Sales Leaders to better explain, motivate, and drive User Adoption in CRM for their Sales personnel. CRM has little to no value to the organization if not completely adopted by the Sales Person, and often times Sales Reps are disinterested and technically challenged. Sales Managers and Corporate Leaders typically fail to understand what helps Sales People evolve. This course will illustrate how to change behavior so that Sales People view CRM as a valuable tool for their growth. This course gives Sales Leaders effective tools for training, accountability, and motivation.

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

Did your team move to remote work during this year’s global pandemic? Learn the best strategies for managing a fully- or partially-remote workforce without implementing a drastic Big Brother surveillance system.

Participants will learn valuable approaches for:

– Planning and predicting individual and corporate-level capacity using Microsoft technologies

– How to conduct virtual professional development and goal-setting meetings that staff actually find useful

– Effective coaching strategies that drive employees toward fulfilling and results oriented work,

– And more  

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

Level: Basic

Do you want to drive innovation across your organization? Innovia Consulting’s Chief Operating Officer, Chad Williams explores how Microsoft Power Apps can solve your business problems quickly.

This session is not just theoretical, though. Chad has seen these solutions work. During his presentation, he will draw on examples of businesses that have found real-world success incorporating Power Apps with Business Central. His practical approach ensures you leave the session already thinking about how you can use Power Apps in your own business.

No need to convert from C/AL and customization to AL and Extensions lock, stock, and barrel. Learn how to take a hybrid approach by moving your base pages to AL, but keeping other code in C/AL. In addition to reducing upfront effort and cost, it’s a good solution to accommodate your ISV solutions that have yet to fully transition to Extensions. Learn the what, why, when, and where to apply a hybrid methodology to your Dynamics NAV/BC system as you evolve to Business Central and how to make smart decisions related to hybrid upgrades that make sense for your business. 

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

Level: Intermediate

Dynamics NAV and Dynamics 365 Business Central development practices are changing rapidly. Moving from C/AL to AL, Visual Studio Code, code repositories, developing for AppSource – everything is a moving target. Learn about current practices to ensure you are developing for the future. 

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

Level: Basic

Smart is sexy and understanding what’s new in Business Central will make you the most interesting person at virtual cocktail parties. With Business Central at the core, we’ll show you the hottest integrations with Microsoft 365 and Power BI. KPIs are king and at your fingertips. See how you can report available cash, sales profitability, inventory value, and net income. With personalization tools and an enhanced user experience, everyone has the ability to work how they want in Business Central.

Join ArcherPoint’s Gwendolynn Massie, a 21-year Dynamics veteran and lover of all things Business Central, for your tour of the features that make you go “wow!” and make everyone see you for the rock star you are.

This targeted hands-on class is perfect for developers who are itching for an introduction to AL development to Microsoft Dynamics 365 Business central from scratch.

Class Topics:

•Introduction to VS Code Editor and AL Programming.
•Becoming familiar with creating new objects in AL.
•Becoming familiar with extending Base Microsoft objects using Events and Subscriptions.
•Understanding Report Development and word/RTC Layout in AL.
•Using In-Client Designer.
•Publish and Maintain Extensions.
•Using Debugger with VS Code.
Audience: C/AL Developers and new Business Central Developers

Level: Beginner

Preparation: Please bring an internet capable Windows PC laptop with Microsoft Dynamics 365 Business Central installed for use in hands-on labs. 

Prerequisites: Visual Studio Code

Customer case study – learn how Caplugs, a global manufacturer of product protection, implemented Business Central SaaS in 4 different countries over 12 months.  Localizations, master data management, data migrations, 3rd party integrations, RPA, user training and lessons learned are just some of the topics that will be covered.  If you are considering launching Business Central and want a global platform offering a single pane of glass back to corporate, this is the session for you! 

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

Level: Intermediate

Upgrade and implementation considerations can be particularly daunting for organizations with fewer than 150 users. We’ll look at all the considerations for upgrade or re-implementation including cost, hassles, customizations and code base moves from the perspective of the small organization. We’ll answer the following questions:

•    How will be the environments on the cloud/Azure or on premise? How many environment will we need?

•    What are the advantages/disadvantages in doing fresh implementation/s upgrade? 

•    How to handle the code base and data migration?

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.

Upgrading from NAV to Business Central is a challenge for most businesses—time consuming, tedious, and complex. As experts in upgrades, we’ll demonstrate tools, automations, and concepts that help you speed up processes to make upgrades faster and easier.

1) Learn to understand how automated tools can help speed up the upgrade process and give better performance/reliability for your next upgrade.

2) Use this knowledge to build your own tools.

3) Use this knowledge to discuss these concepts with your upgrade partner.

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

Level: Basic

Get crystal clear clarity on the key differences between an upgrade and a re-implementation. We’ll provide a brief analysis on the cost, time, technical challenges, and the final output of these two different paths to updating Dynamics NAV. We’ll also discuss what critical factors lead companies to upgrade or re-implement. We’ll also answer questions about your unique scenario to help guide you to make the best decision for your company. 

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

Level: Basic 

We’ll provide a high-level overview on the main topics of C/AL to AL development. You’ll become acquainted with the technology and what’s involved, while gauging your interest and skill level for pursuing advanced classes. Learn what next questions to ask in your development journey.

This is a summarized / high-level version of the Academy class of the same name.

We’ll cover:

1)  What is allowed in Base C/AL Tables and Pages.

2)  Understanding of Events – Integration, Database Trigger, & Page Trigger.

3)  Understanding of how to Subscribe Microsoft/Add-on Events.

4)  C/AL to AL Conversion.

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

Level: Intermediate

Lifecycle Services (LCS) and associated environments are always undergoing changes with regard the way they are accessed to use development, test and production environments. Join this session were we will look at the need for cloud environments for special projects, such as RSAT, which is attached to pay-as-you-go, as well as how to add environments for other special purposes such as gold, build and performance testing. Lastly, we’ll attempt to answer the question, ‘Why are new all-in-one deployable packages so important?’

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 post event.

Discuss perceived barriers for women in the workforce, learn how to prepare yourself to be chosen for a leadership role and invited into the boardroom, and gather tips to seize opportunities to set yourself up for success!

Level: Basic

This session will give you a whole list of easy but powerful takeaways to share with your team. No PowerPoint here! We’ll demo 50 tips LIVE inside of Dynamics 365 Business Central so you can see for yourself how to accomplish things faster, easier, and with more efficiency! Join us for this very FAST 50 minutes with a special emphasis on tips for finance professionals. 

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

Level: Intermediate

Looking to be the office hero after Summit? This session will give you a whole list of easy but powerful takeaways to share with your team. No PowerPoint here! We’ll demo 50 tips LIVE inside of Business Central so you can see for yourself how to accomplish things faster, easier, and with more efficiency! Join us for this very FAST 50 minutes! 

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

Level: Basic

Workflow options are ever expanding. This  session will demonstrate options you may not know exist, including routing by financial dimension, conditions and automated processing additions.  You will also learn how to set up and incorporate the new configurable hierarchies in the workflow process.  You can make workflow work for you!

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

Understand the four pillars of the D365 Mobile platform: Dashboard, Workspaces, Pages and Actions. Grasp the extent of the capabilities of D365 Mobile Workspaces. Get exposure to client-side development and learn how to extend the design and behavior of the app by incorporating mobile business logic using JavaScript, see what is available for mobile workspace server-side development. It’s all in this session!

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.