Search Results: customer (5004)

The pandemic has brought on a new set of business challenges while the e-commerce industry has managed to continue growing. It’s time to get the most out of your BC/NAV solution to increase your online sales despite today’s business climate. In this session, join us as we discuss opportunities that businesses have experienced from the COVID-19 crisis and how to leverage your Microsoft Dynamics BC/NAV investment to grow your e-commerce business. We will provide you with strategies to identify e-commerce opportunities and ways to seamlessly integrate your electronic channels to increase sales and improve operations while providing an enhanced, secure customer experience.

This session provides a review of: 

•how foreign currencies are setup,
•how to assign currencies to customers, vendors and bank accounts
•how these rates flow into Sales and Purchase documents, 
•how the rates can be overridden as needed and 
•the related periodic activities
This session will be available for CPE credits pending completion of session survey post event.

Level: Basic

If you haven’t been paying attention to PowerApps and the Power Platform lately you are missing a massive shift in the world of Dynamics 365 Customer Engagement.

As far as I’m concerned, Dynamics 365 Customer Engagement consulting, implementations, architecture, and approach – the entire CRM game – has changed forever; and we can’t wait to tell you what’s happening.

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

Back by popular demand!  Pricing can have complicated requirements. D365FO can support these complicated business requirements in many different ways.  In this session, learn how sales pricing can be defined starting with a base price and adding layers of complexities through various options, such as: Trade Agreements, Customer Rebates, Trade Promotions, Commodity Pricing and Attributed Based Pricing.  See how Price Details and Margin Alerts can also be used to understand the final calculated price.

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.

The Dynamics GP add-ons we offer were developed based on customer wish lists. We will review some of our most popular products, and also talk about a few custom projects that led to new products. We would also like to hear from you about YOUR wish list, is it our next great product?

David Allison, CPQ Product Owner for Cincom, will share insights into the problems that CPQ Buyers face, a few issues that no one is currently addressing, and how CPQSync may offer solutions and insights for Partners and Customers of Dynamics365CE.

How much paper do you think goes in and out of your accounts payable (AP) department each week, month, and year? We would bet it’s a lot. 

When you, or your AP team, are dealing with paper invoices and checks you could be spending more time tracking them down than you are reviewing and approving. That makes it inevitable for some not to get lost or misplaced during the process. Which could even lead to inaccurate spend and prevent you from forecasting correctly in the future. 

That’s where AvidXchange comes in handy and removes the paper from overcrowding your AP team’s desks. Automating your accounts payable process will easily help you forget those pesky, misplaced paper invoices and checks for good.

Please join us to find out more about: 

•    Gaining access to your invoices and payments anytime, anywhere

•    Increasing security when it comes to your business’ cashflow

•    Saving your company money while being able to better forecast the future

•    Fireside chat with an AvidXchange customer on why they automated their AP process

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

In this session learn how to design and deploy external-facing enterprise portal solutions using Power Apps Portals, Azure, and Microsoft 365. 

See how organizations are creating a secure framework for customers, partners, and employees to access Microsoft 365 content today. 

Learn patterns for extending your existing Microsoft 365 and Azure apps and data with secure portals, anonymous portals, or a hybrid approach.

Session Level: Advanced

How can you manage your paper-based AP operations with a distributed workforce? You really can’t if everyone is working from different locations. If this year has shown us one thing it’s that companies MUST take everything digital and provide access to company data from anywhere to maintain and grow their business. DocLink extends the value of your Dynamics ERP not only by allowing you to go paperless, but also automating your entire AP process from POs to payments. In this session you’ll hear from DocLink customers who have achieved success in going digital, and you’ll learn how you can:

•    Eliminate paper and manual processes

•    Capture and access documents instantaneously

•    Streamline and accelerate approvals

•    Automate 3-way matching

Join us to learn how to gain improved efficiency, visibility and control by going paperless and touchless in AP. This session is for the following products: Dynamics GP, AX, Nav, SL, D365 F&O and D365 Business.

Your organization’s success is increasingly reliant upon the organizations that make up your supply chain. You may be utilizing multiple solutions from different companies, and trying to figure out the optimum way to have them all work together. TrueCommerce is the most complete way to connect your business across the supply chain – integrating everything from EDI… to digital storefronts and marketplaces.  Please join this session to learn how your business can grow to the next level of profitability and cost savings by leveraging TrueCommerce. 

Topics will include Dynamics 365 integration for: 

o    EDI for Customers, Vendors/Suppliers and 3PL Warehouses

o    Storefronts

o    Marketplaces

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.

Manage your projects using Dev Ops (formerly VSTS). DevOps gives your users, managers, SME’s, and customers the ability to collaborate based on the project plan and business processes. We will show you how DevOps is used in a project and customized to the industry by using industry specific Business Process Models and capturing all backlog items under the BPM. Defining dashboards and queries for different models such as the operating model, integration model and data model allows the team to quickly focus on the current project state and key activities.

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

Your Microsoft Dynamics SL data is one of the keys to your business success. But the data is only valuable if the information gets to the right people at the right time.  Power Automate emails are the perfect way to keep user update to date so they can take proactive actions, rather than being reactive.  For example, know when a new entry is made into SL or if a customer is over balance.  Attend this session to see all of the included email notifications included in Dynamics SL and learn how to get started on creating your own notifications.

Learning Objectives:

•    Upon completion of this session, participants will be able to describe the Dynamics SL Flow solutions.

•    Upon completion of this session, participants will be able to describe where to get SL Flow solutions.

•    Upon completion of this session, participants will be able to understand the basics of how a Flow solution is created.

Level: Intermediate

In this fun session we will take a look at the various solutions we implemented for Dunder Mifflin from a fun dashboard that allows Pam Beasley to track Michael Scott’s naps throughout the day to a Customer Service Desk for Dwight Schrute to complain against Jim Halpert’s pranks. Join us for a fun session on how implementing Dynamics 365 at Dunder Mifflin improved productivity. Kind of.

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

This session will help you understand the difference and advantages of the Dynamics 365 Customer Engagement Insights offerings: Sales Insights, Customer Insights, and Customer Service Insights.

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

As marketers and sales teams increasingly use Dynamics 365CE & CRM data to make decisions about strategy, marketing spend, and the customer journey, the fields and processes we add to our forms can have a tremendous impact on our success. In this session, marketing and sales users of Dynamics 365CE will learn how to think through required fields, custom fields, option sets, workflows, and more to capture the data they need to inform a successful sales and marketing strategy.

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

Automating legacy or manual processes and ensuring efficiency from order-to-cash is essential for business growth and scalability. Join Bob Stark and Jon Cooper from Versapay as they preview ChargeLogic, Versapay’s payments, invoice, and AR automation solution to accelerate receivables, reduce costs, and simplify your customer engagements.

Staying connected to customers is more important than ever before. Engaging customers the way they want means empowering organizations to act on insights across the entire journey, build life-long relationships, and create trustworthy selling and service experiences that are consistent, personalized, and always-on. This session will cover key Dynamics 365 product announcements and the partner opportunity to help companies create meaningful customer experiences in a rapidly changing environment.