As the migration team continues to build out the migration tools we will take a high level look at the functionality of the migration tool and learn about the enhancements that allow you to migrate to Business Central online from your NAV/Business Central on premises solution.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
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.
There is no doubt that Microsoft Dynamics GP can improve account payables operations for all types of businesses. This ERP gives you peace of mind that your AP processes are being implemented smoothly day to day. Now imagine what you can achieve when you pair this powerful ERP with Yooz, the leading AP automation solution on the market. Achieve the highest level of automation with completely paperless AP, the fastest processing times with same day invoice approval, and unmatched savings for maximum ROI. Join us to learn why integrating Microsoft Dynamics GP with our AP Automation solution is the key to achieving your best AP workflow yet. Hosted by Casey Dial, Regional Director of Sales at Yooz North America.
Newly or recently assigned as sys admin? Overwhelmed by the Unified Client Interface (UCI)? Trying to solve new business requirements? During this live-environment demonstration, let’s explore some confidence-boosting basics and exchange ideas to supercharge user adoption. You’ll see in action the Maker portal, personalized settings for you and your users, themes, helpful view features, UCI transition tips, data management best practices, and automation with processes and flows.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
Come find out how to process your Revenue and Expense Deferrals in GP.
Do you have Prepaid expenses? Let GP defer that expense.
Do you have Revenue Recognition requirements? Let GP process your revenue recognition schedules.
We’ll talk about ASC606 compliance.
We’ll discuss the pros and cons of GP’s Deferral module.
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.
Microsoft Dynamics SL continues to be a solid solution for our customers. For those customers who look to move to the cloud, Microsoft Dynamics 365 Business Central is the best option. But how do you get there?
Attend this session to learn about the SL Migration tools built to upgrade an SL customer to D365 BC. In addition, SL features are being added to D365 BC for the SL Customer base called the SL Overlay. Attend this session to hear what is available now in the SL Overlay and what is on the roadmap.
Upon competition of this session, participants will be able to describe the:
SL Migration tool
SL Overlay features
Roadmap for these features
Level: Intermediate
EDI is mission critical for many companies moving to D365 Finance & Supply Chain Management. And the smart companies are seeing why their EDI choice can help their implementations succeed.
During this session you will learn:
1.How to minimize impact on your trading partners while you go through an ERP change.
2.How to avoid D365 software customization for EDI and stay up to date with regular Microsoft D365 updates.
3.How to leverage your EDI solution to validate the data migration.
4.See a working integrated EDI solution in action.
We will end the session with a Q&A with our VP’s of Operations & Technology.
Are you interested in developing Business Central customizations? Are you new to Business Central and starting from scratch when it comes to “AL” development? In this session, you’ll learn how to get started with Business Central development from scratch, including:-How to setup Business Central Docker containers-How to setup a Business Central development environment-Using Visual Studio Code to create a Business Central Extension-Learning and training resources Programming background is recommended.
Just thinking about the many options now to deliver advanced reporting and analytics will make your head spin! Attend this session to discover the options available for Dynamics 365 Finance & Operations including embedded power, data warehousing, and Common Data Model (CDM). A D365 and business intelligence expert will review and discuss the benefits and drawbacks (price, development time, security, approach, scalability, etc.) for each.
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.
Join this session to understand how to trace inventory related transactions through Dynamics SL. You will also learn the underlying tables in the Screen and how to use linked screen to explore detailed information about Inventory Items
How the right choices can meet financial and operational requirements. You can capture your cost elements and incorporate them into your inventory costs. We will review different approaches for incorporating fixed and variable costs into your inventory.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Everyone would love to carry just enough inventory to meet their demand and nothing more. Achieving that is easier said than done. Business Central has some flexible tools to help you take a step in that direction. In this session you’ll learn how the Material Resource Planning (MRP) functionality works and we’ll see some examples of replenishment suggestions that are system generated. We’ll also talk about the best way to approach implementing MRP in your organization to maximize your potential for success.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
We all know there will be gaps in functionality between your customer’s requirements for manufacturing and what Business Central provides. But how do you bridge those gaps? We’ll discuss how to use extensions, both private and public (aka Apps), to provide the additional functionality you need. We’ll also cover how to leverage add-ons and embedded IP (private extensions) through a case study focused on meeting a company’s manufacturing requirements.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Planners and planner-buyers are the only source of solutions! But they are much better at it when educated and armed with decent MRP software. In this session, Nigel Cox will discuss best practices and warn of common faults and misconceptions about this widely misunderstood and mis-used toolset.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
Also relevant for BC/NAV and GP users.
This session will be available for CPE credits pending completion of session survey post event.
A finely-tuned payables process is key to any organization using Dynamics GP but how far can you go with the tools available in GP? Join us as we cover…- Best practices for getting your payables processed and paid as quickly as possible- Utilizing GP workflows (transactions, batches, vendors)- Importing documents using integration tools- Document attachments- “Automating” in as many areas as possibleThis session is geared for an audience with a basic skill set.A finely-tuned payables process is key to any organization using Dynamics GP but how far can you go with the tools available in GP? Join us as we cover…- Best practices for getting your payables processed and paid as quickly as possible- Utilizing GP workflows (transactions, batches, vendors)- Importing documents using integration tools- Document attachments- “Automating” in as many areas as possibleThis session is geared for an audience with a basic skill set.
See how the nation’s leading lawncare provider is using Dynamics 365 Marketing to deliver multi-channel communications nationwide from one system. After years of anticipation, multi-channel marketing from the Dynamics 365 platform is finally here. Social, SMS, telemarketing, print, and email, all from the same platform. Leveraging Customer Insight, the Power Platform, and Dynamics 365, this market leader is engaging nearly 100 million households every year. Participants will see the full scope of Dynamics 365 CE functionality. Participants will understand how to align and extend Dynamics to achieve broad multi-channel marketing from a single platform.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
What are the options to move from NAV to BC? There are a lot of different ways to approach an upgrade to BC, so let’s discuss options and the pros & cons of each approach. Here you will learn how you can move forward with either a lightly or heavily modified NAV system. We will discuss some of the challenges of migrating to the cloud.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
It seems as if the world is getting smaller, but where we do business and the embedded complexity keeps expanding. As your purchasing and sales become increasingly global, so do the complexities of invoicing and payments. Whether you’re just learning multi-currency or have been operating multi-nationally for a while, it’s always valuable to make sure your setup and processes are correct and efficient. We’ll walk through the setups, processing, and benefits of the currency functionality in Business Central to reduce the manual work your team is doing today. Come see how it all happens in Dynamics 365 BC.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Level up your customer service solution with features of Omnichannel Engagement Hub and how they can take your customer service solution to the next level. We will look at the benefits of the multi-session dashboards, real time engagement such as chat, advanced case routing and sentiment analysis. The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
