Search Results: ai (8168)

Looking for a better way to prove an ROI on your marketing budget? Look no farther than the Campaign entity. In this session, marketers will learn how the Campaign entity can help:
• Manage the overall marketing budget
• Track campaign spending and ROI
• Improve (and speed up) marketing reports
• Prove the worth of the marketing department
• Use this year’s success to sell your boss on next year’s budget

In Dynamics 365 Sales users can build a hierarchy from existing accounts and contacts. The live organizational chart lets salespeople maintain external organization charts for their accounts. The access to an embedded LinkedIn Sales Navigator widget helps to ensure that contacts are always up to date. We will demo the following: Accessing an Org Chart, D365 Sales Hierarchy Overview, Add a Contact to the org chart, Org chart for accounts without hierarchy, Embedded LinkedIn Sales Navigator control.

This session will explain the basic setup to use the Enterprise Asset Management module in Dynamics 365 for Finance and Operations. A finance expert will also look at how you can, and should, perform and how to corrective maintenance on your assets. Other topics will including how to create maintenance requests, turn them to work orders, and have them assigned, scheduled and costed.

Whether you’ve lost lead generation opportunities from cancelled tradeshows or are looking for avenues to ramp up ecommerce business, paid media can serve a number of useful functions as you rethink your current marketing strategy. Join emfluence’s Paid Media Strategist Erik Dahlstrom to learn where paid media can help your brand meeting sales and marketing goals during the pandemic.

Financial reporting, budgeting and forecasting will be top priorities for all of us to monitor, react and plan for the months ahead. Using the reporting and budgeting tools included with most Microsoft Dynamics license packages, Microsoft Management Reporter and Microsoft Forecaster will be excellent tools to analyze financial results and reforecast. We will walk through several examples of reports and forecasting methods you can easily implement at your company.​

Retailers have long been responsible for managing sales and use tax compliance, which was already complex. But today’s marketplace brings many more challenges. Here’s a look at what’s happening now — and how using a tax solution that’s pre-integrated into their retail management software delivers multiple benefits for retailers.

Data repair almost always has to happen at some point, what are the best practices and how do I repair the most common issues! And, dang it, what could be causing this! Learning Objectives: Upon completion participant will be able to understand different data issues that occur in Dynamics GP, understand the best places to find resources to assist in repairing common issues and understand the best practices around data repair in Dynamics GP​.

Vertex offers a proven and accurate sales and use tax solution for businesses. Our scalable solution allows customers to manage complex sales and use taxes across multiple jurisdictions and states. Vertex offers multiple deployment options to best fit customers needs.

A common need for purchasing managers is to be able to plan purchase orders by container or truckload. There’s no sense in shipping a container that’s half full! The options you have in BC/NAV are limited. We’ll discuss the few options you have to make this work and we’ll talk about the best way to customize NAV/BC to handle this sort of requirement.

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.