Search Results: ai data (5166)

Which system do you get data from? Bet it can export it into a CSV or other Excel format. If you have issues getting to your raw data for any reason but can still export it, this session is for you. You will learn how to save exported data from excel files into a different excel file while cleaning it up and combining it with other reports as needed. After we set it up for the first time, you just need to place new reports in the same folder and Excel (Power Query) will automatically update your files!

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.

You’ve made the strategic decision to migrate from previous versions of Dynamics NAV/GP/SL to D365 Business Central. What’s next? What does a good migration and deployment plan look like? Before you sit down with your partner,  we will discuss the wide range of elements to address in your project plan. We will provide an overview considerations around dealing with your mods, reports, third-party add-ons, system access, security, service contracts and SLAs, data retention, and moving to an OPEX model. 

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

Level: Intermediate

If you’ve ever struggled with using dimensions or don’t know why you should use them at all, it’s time to solve that! Discover how to tell your company’s financial story by using dimensions to get beyond just the Balance Sheet and Income Statement. Learn how to set up dimensions in NAV/BC to gather complete and accurate data while also preventing blank values and reducing the need for data entry. Find out how to use dimensions to gain control, consistency, accuracy, and efficiency in your financial postings. You’ll leave clarity on all the ways you can view dimensions in your system. 

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

Level: Advanced 

Analytics is no longer a luxury, in order to be a successful business you need have full visibility of your data and reports, only then you will stay competitive in this digital age! 

We will show you how to develop Power BI Apps per your business and industry request.  The purpose of this session is to help companies obtain the applications they need to have full visibility of their business data and analytics with Power BI.

Session Level: Intermediate

Ready to understand more about the internals of your implementation of Dynamics 365 Business Central/Dynamics NAV? Never had the proper training you feel was needed? Join this session and learn how to use debugger tools to identify and fix issues. We’ll review the art of evaluating variables, identifying which logic and data have caused errors, and pausing code execution to troubleshoot. For Business Central Cloud, we review tools available in the user interface to troubleshoot and correct data and logic errors. 

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

Level: Basic

Join our Velosio experts to learn how to best leverage the Microsoft Power Apps to meet your business requirements. With Power Apps, you can automate and enhance processes, collect and connect data, and create actionable insights. If you have been thinking about getting started with Power Apps, or even wondering what it can do for your organization by reviewing real-life applications, you will not want to miss this insightful session. Join Rod Donovan, Velosio’s Power Apps and Power Platform expert, as he discusses 10 Power Apps use cases implemented with real clients. He’ll share business needs and problems and how the team applied Power Apps to solve them, as well as available templates, tools, and outsourced resources you can use to get up and running quickly with the power of the Power Apps.

Having great data is awesome, having meaningful reports built on that data that can drive business decisions and business flow is priceless!

This practical hands-on course will give you a thorough understanding of of the reporting tools available out of the box with Dynamics GP. Learning to select the best tool for a specific business need will allow you to more effectively to drive research, reconciliation and key business decisions. We will also delve into “The Builders” series that comes with the SmartList Builder license in the afternoon portion of this session.

Learning Objectives:

1.Internal GP Report Options2.•Understanding, modifying and running the reports within the GP Product modules

3.SmartLists4.•The premiere way to run reporting internally in Dynamics GP

5.•The basics of finding and querying

6.•Setting up reminders and ques to make the most of the data

7.•Other tips and tricks for out of the box SmartLists

8.SmartList Designer9.•GP’s default SmartLists are awesome, but learning to build even more useful reports tailored just for you by using the Designer can add a level of understanding of your financial system as well as the capability to thoroughly research and reconcile

10.SSRS11.•GP comes with the ability to deploy out-of-the-box SQL Server Reporting Services reports.

12.•These are external to GP and a great way for non-GP users to obtain self service reporting that you can control

13.•SSRS is also utilized for the internal-to-GP Business Analyzer KPI’s that can be placed on your home screen

14.Excel Refreshable Reports15.•GP also comes with out of the box Excel Refreshable reports that sit external to GP and can be utilized by non-GP users as another self service reporting tool

16.•These are highly effective and dashboarding can be built off of these for some amazingly effective reporting

17.Navigation Lists18.•Used in conjunction with all of the reporting types mentioned above it is considered a one-stop-shop

The afternoon portion of this course will take a deep look at how the Builders will help you get even more data out of your system, on your terms, by spending time and working examples in the following areas:

•Table Structures within GP and which tables you’ll likely leverage the most
•Deployment of GP’s standard Office Data Connections
•Compiling new SmartList queries via SmartList Builder
•Supplementing the Refreshable Excel Workbooks with the Excel Report Builder
•An introduction to the Navigation List Builder
•SmartList Builder takes the highly popular, easy-to-use SmartList tool in Microsoft Dynamics GP and dramatically increases its power and range. 
•We’ll review how you can query more data in more ways with SmartList Builder, which gives you access to all the information that you capture, enabling you to create your own custom SmartLists. 
•You’ll see how useful SmartList Builder and Microsoft Office Excel 2007 working together can be, and further add to your Business Intelligence capabilities and provide your users with valuable insight with an overview of Navigation List Builder.
Audience: GP Finance, Support, or Analyst

Level: Beginner

Preparation: The detailed instructions for connecting to the lab environment will be sent one to two days prior to class. Students will need a laptop and will attend the course in person, and will use an online connection for the lab environment. If your instructor will use the hands-on training environment you will receive a separate email with the setup instructions.

Join us in this session to get started with the new Power Automate UI Flows service, Microsoft’s Robotic Process Automation solution. During this session we will take a tour of the Power Automate UI Flows application interface, look at the available controls and discuss some of the basic concepts around Robotic Process Automation.

We will show you in a step-by-step demo how you can record user actions such as mouse clicks, keyboard use, and data entry, and then replay those actions to automate this process.

Session Level: Advanced

Dynamics 365/CDS security is not applied automatically in Power BI. This session will cover all the pitfalls of the security model so you know how to avoid them and ensure people only see the right records. Either if you are connecting directly to CDS, or use either the Data Export Service or Data Lake. There’s additional flexibility in this setup where we can tailor what data we show users. Session includes a demo of the methodologies, the POA table, and how some security roles can be exported to Power BI and used to apply similar security requirements in the reports.

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

Get ready to explore the Dynamics GP Manufacturing modules! 

This targeted hands-on training course provides an overview of the Dynamics GP Manufacturing Series followed by detailed instruction on the primary master data and transactions offered for manufacturing. 

Instructor Sunny Mattoon will guide you through entering and maintaining Bills of Materials, tracking non-material cost by work center with Routings and best practices for the FIFO Periodic method (standard costing). You will learn how to process a Manufacturing Order from beginning to end – including component issue transactions, finished good receipts, how to work with lot/serialized items and how each transaction impacts the general ledger and inventory.

This class is essential for anyone who needs to utilize the essentials of GP Manufacturing.

Learning Objectives

Following completion of the course you will be able to:

•Describe how manufacturing integrates within GP
•Create and maintain Bills of Materials
•Create and maintain Routings
•Process Manufacturing Orders for in-house production
•Maintain FIFO Periodic (standard cost) items
Instructor: Sunny Mattoon, CPIM

Audience: Dynamics GP user, support or implementers

Level: Beginner to Intermediate

Prerequisites: Students should have a strong working knowledge of Microsoft Dynamics GP – Inventory

Preparation: Please bring an internet capable Windows PC to class for the Academy hands-on training environment.

Delivery Method: Group Live

Don’t be afraid of your accounting software! Be honest. Managing your accounting software can be daunting and many IT departments take a “hands off” policy, but it doesn’t have to be that way. 

This technical hands-on course will teach you what makes GP tick, from “Why it’s done that way” in client installation, to GP table structure, managing Security, SQL backup strategy and connecting GP using web services and other tools.

We will navigate the ins and outs of the client installation, explore the depths of security, not only for GP, but for SSRS and Excel Reports, and dive into the GP tables to understand how they interrelate and how to setup SQL maintenance for peak efficiency. 

We will review the importance of SQL backups, selecting a strategy that best fits your requirements, and discuss disaster recovery options.

We will review the GP web client install process and common mistakes that administrators make that require you to reinstall every year if not done properly.  You will understand why in today’s environment you can NOT afford to deploy the web client.

You will also come away with a better understanding of how you can integrate with GP using web services, econnect and OData.  We will review the major options for integration and, time permitting, may dive into a few of the tools towards the end of the course.  

Audience: Dynamics GP Power-Users, IT Professionals, and Dynamics GP Support Professionals

Level: Beginner to Intermediate

Prerequisites: Functional knowledge of Microsoft Dynamics GP

Preparation: Please bring an internet capable Windows PC to class for the Academy’s hands-on training environment.

Training Materials: Will be supplied by the instructor as appropriate.

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Ever wonder what the folks in IT are doing when you ask them to pull data for you from Dynamics GP? Did you ever wish you could do it yourself? Well join us for this fun hands-on class and soon you’ll be speaking and using SQL like a pro!

We’ll start from the very beginning and teach you the elements of a SQL query with a focus on the Dynamics GP data structure. SQL allows users to ask a question of the database, and have it answered in a very specific way. Although it may look like gibberish to you today, SQL is one of the most logical languages there is and we intend to make it easy for you to read and write it, but beyond that, SQL actually allows you to ask a series of leading questions, coupled with specific commands, grouped together to get to the answer you really want. It’s like truth serum for your data!

Through interactive lectures and hands on examples, attendees of this class will learn:

•Understand how to employ SQL to get data out of Dynamics GP
•What is SQL and how can it be used in relation to Dynamics GP
•The components of an SQL Select query
•Different ways to connect data sources (JOINS and UNIONS)
•How to find data within Dynamics GP
•SQL Functions that can make queries better
•What to do with your query after it is written
•What are UPDATE, INSERT, and DELETE commands?
•How do we build a query, stored procedure, or function? For that matter, what are queries, stored procedures, and functions?
•More SQL functions, and how they help us navigate our Dynamics GP data.
The class will start out assuming attendees know nothing about SQL or programming and will quickly progress them to a point where they can effectively ask a complex question of their Dynamics GP database, as opposed to waiting for someone else to ask it for them.

After the basics, attendees will quickly advance to a point where simple reporting, data manipulation, or support needs needn’t wait on an IT resource to be available.

Audience: Anyone who wants to understand SQL

Level: Beginner

Prerequisites: An open mind and a positive attitude.

Preparation: 

•Students should bring an internet capable Windows laptop computer to the course.
•The detailed instructions for connecting and attending the class will be sent a week prior to class. 
•There will be short installation that will need to be completed, in order for you to have access to the training environment needed for labs and exercises.
•Your instructor will use a hands-on training environment.

Want to personalize your Dynamics SL experience? Want to streamline data entry? Customization Manager allows users to modify the appearance and functionality of Dynamics SL. In this session we will demonstrate some simple but powerful customization’s that you can do tomorrow like changing font sizes and colors, moving and resizing fields, adding or removing fields, and renaming labels and columns.  This session is for users with little to no customization experience and will demonstrate mostly no code solutions, with some simple low code options.  

Learning Objective: What is customization manager, identify and choose customization levels, how to modify screens and logic using customization’s

Level: Basic

Web Apps provides opportunities to remotely access Microsoft Dynamics SL.  Attend this session if you are a Dynamics SL Project user to see a live demonstration of Web Apps and how you can remotely, on any device, access Dynamics SL data and features. This session focuses on Project related features including Time, Timesheet and Expense Entry. 

Upon completion of this session, participants will be able to describe the project Web Apps features including:

Time Entry

Expense Entry

Project Maintenance

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

Level: Basic

Learn enough basic SQL to retrieve data from your Dynamics SL database. We will focus on the select statement and joining tables together in one query. You will learn enough to use SQL with Quick Query, Excel, and reports. SQL 101 caters to those with no (or limited) SQL experience. 

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

Level: Basic

Build on your basic knowledge of T-SQL queries to present Dynamics SL data in a useful and readable format.  We will use T-SQL string functions, data type conversions, and the LIKE operator with SQL SELECT statements to format, join, and filter Dynamics SL data. Upon completion of this session, participants should be able to:

•     Build T-SQL queries to present Dynamics SL data in a useful and readable  format.

•     Understand and use SQL string functions and data type conversions with Dynamics SL data.

•     Understand and use the SQL LIKE operator when filtering Dynamics SL  data.        

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

Level: Intermediate

Leverage the power of SQL Server to create queries and reports from all of the data from GP.  This session will take a tour of Management Studio and walk through the basics of writing basic SQL queries and creating Views to be used in multiple locations in GP.  Topics will include using Management Studio, basic joins and functions, creating views, and using your views in Smartlist, Smartlist Builder, SQL Reporting Services, and any other reporting tool that you might use.

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.

We have all heard of SQL Profile, but did you know that everyone should use it? It is  very powerful tool for anyone that has access to SQL and I will show you how anyone can use it.

SQL profiler is not just for a DBA, anyone working with SQL should be using this valuable for their SQL data. You will learn what SQL profiler can do to make you everyday life easier and how to use it for your benefit as a power user.

For the GP users, we will show a few GP specific examples.

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.

Business Central Configuration Packages are a convenient, powerful tool for importing data into Business Central.  But they are more than just a data migration tool!

In this session learn how to use Configuration Packages, how to prepare data for import, and learn a few neat features, tricks, and limitations of Configuration Packages that will help you better understand and navigate Business Central data.

•What are Configuration Packages?
•How to setup a Configuration Package
•How to prepare data for import into Business Central
•Testing your Configuration Packages
•Reviewing errors, correcting errors, and applying package data
•Performance considerations  
This session will be available for CPE credits pending completion of session survey post event.

Level: Basic 

SQL Reporting Services is Microsoft’s powerful reporting engine that can allow you to deploy reports to your entire organization.  With the integration of Power BI visuals, SSRS can be the one-stop shop for all of your reporting needs.  This session will look at the setup and deployment of SSRS in your organization and some report designing tips and tricks to take your reports beyond simple tables of data!

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.