Accept all payment types across AR, ecommerce, and POS channels—with lower processing costs and streamlined workflows within Microsoft Dynamics. With Versapay’s ChargeLogic solution built for Dynamics, you can simplify your payment processing efforts while lowering costs, eliminating fraud, and increasing sales.
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.
You don’t have to always create custom reports to get the data you need. However, with hundreds of reports available in BC/NAV, it can be overwhelming to figure out the ones that will bring you the most value. In this session, we will walk through several key reports in the Accounting, Supply Chain and Sales departments. We will de-mystify the report filter pages so you can be confident that reports you choose to use will give you the data you need. Finally, we will show you how to use the list views with saved filters as an ad-hoc reporting tool.
If you are just getting started with Power BI you may be seeing a lot of references to a ‘Calendar’ Table or ‘Date Table. Maybe you already have a handle on this aspect of PBI, but a lot of people seem not to understand how to get started. If you forego having a ‘Calendar’ Table altogether, you can end up having a very cumbersome file and you won’t be able to take advantage of many of the awesome date/time functions offered through Power BI. There are quite a few good resources already out there.
Documents are crucial in every Dynamics 365 implementation. Whether you need to send sales or service documents, internal reports or contracts for signing, DocumentsCorePack will help you streamline and simplify your document requirements. All document generation and processing capabilities can be used in Canvas Apps, Dynamics 365 and Flow.
The DocumentsCorePack main pillars:
1. Template Design based on MS Word
2. Document generation & processing
3. Document automation
With Continia Document Output 365 you can automate every step of your daily document distribution process – from batch-printing business files to bulk-emailing sales invoices, reminders, and other business documents.
An end-to-end banking solution built on Dynamics 365 for Sales and Service that incorporates mobile, analytics and next-best-action capabilities to help drive sales and operational efficiency.
Help drive sales and increase revenue with IBM Insurance Solution for Microsoft Dynamics. IBM adds accelerators for a 360-degree view of customers and predictive analysis tools to help you deliver exceptional customer service and improve retention and loyalty.
This webinar is about how users can be more efficient and effective with their financial (G/L), sales (Customer, COGS, etc.), purchase (Locations, Periods, etc.) and inventory (quantities and amounts) reports. Analysis by Dimensions (AKA “Analysis Views”) are used in this demonstration. Importantly, only out-of-the-box tools are employed so that Users can accomplish their reporting goals without any development.
Get reacquainted with my old friend, the Paid Transaction Removal routine.
Whether you’re an experienced marketer or just starting out in your career, you’ve heard about the importance of running successful campaigns, but what does that really mean? Sending an email? Running a webinar? Attending a tradeshow? Planning and executing all of these individual tactics can be good, but it’s not nearly as effective as a foundation of activities all working towards a common goal in one holistic marketing campaign. Join Haley Martin, Director of Marketing for AvidXchange, on Wednesday, January 9th at 2:00pm ET as she discusses the ins and outs of building a remarkable campaign.
In this interactive 60 minute webinar, Haley will cover the following topics:
• Today’s definition of a marketing campaign
• Examples of some of the best B2B campaigns
• A step-by-step guide to create a campaign
• How to measure campaign performance
Bio
Haley Martin is a highly ambitious and performance-driven B2B marketing professional with an unapparelled work ethic. She takes pride in providing the best demand generation campaigns possible, while managing a team of A+ players. As the Director of Marketing for AvidXchange, her goals include generating demand for all areas of the business including new business, partner sales, and existing customers.
She attended the University of South Florida where she graduated magna cum laude with a B.S. in Business Marketing and went on to receive her MBA from Gardner-Webb University with an emphasis in Marketing. #ChannelMarketingAllianceWebinar#Marketing
This post is a tutorial on how to use Calculation Groups, Tabular Editor Advanced Scripting, speeding up SSAS/PowerBI model development and creating reusable script.
The Zetadocs suite of add-ons for Dynamics 365 Business Central and NAV helps you streamline business processes, freeing you from paper and improving the way your business operates. Finance departments, customer services, sales and operational teams can work more efficiently on screen, saving time and costs, while offering better service levels to customers, suppliers and staff.
Customize Microsoft Dynamics 365 CRM to your industry processes. As a manufacturer, equipment dealer, professional services or property management firm, your industry has unique requirements. Alithya, offers industry-specific solutions to help you improve customer experience and empower your sales, service and marketing teams so you can achieve your target business outcomes.
Discover our technology solutions to meet manufacturers’ greatest compliance, production, and sales challenges. Manufacturers face fluctuating demand, resource and capacity constraints, strict regulations and raw material volatility. We offer products and services that empower employees from the factory floor to outbound sales. Our customized manufacturing software solutions are based on our work with hundreds of manufacturers; our services speed deployment and ROI.
This session is an opportunity to discover in detail the possibility of sales and marketing strategy management within Microsoft Dynamics 365.
We will cover the following items:
– “Why it is important to keep in touch with your customers and leads”
– Why is the communication important:
– Different channels of communication
– How do email and SMS marketing fit into
This powerful combination of humans and machines can significantly help finance teams to control their DSO and bad debt driving a greater contribution to the improvement of cash flows.
D365 CE Team Member License Enforcement, how will this impact your users?
By Marlene Mankin, Apr 6, 2020Notifications … What are they? And how can they be utilized in Business Central/NAV?In this…
We love Microsoft Partners! Learn how to add the emfluence Marketing Platform to your list of recommendations for Microsoft Dynamics CE/Sales/CRM. Work in other markets, too? We can support that as well!
