PowerGP Online takes your Dynamics GP to the cloud – but it also provides you with a new arsenal of custom-built modules that enhance your GP experience. Learn about how to best use these complimentary, PowerGP Online exclusives to bring added ease and robust capabilities to your daily processes.
Are you ready to be the office GP Champion? Join this session to explore over 40 different ways to save time, be more efficient AND use GP in ways you never thought were possible! Brand New for Summit 2020! We will cover Financial Module, Sales, Purchasing, Inventory and More!! 40 is a lot but no worries, full documentation will be included – come and have fun AND learn!
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.
Get ready to dive deep into the Dynamics GP Manufacturing modules!
This hands-on training course from instructor Sunny Mattoon explores the extended manufacturing and planning capabilities of the Dynamics GP Manufacturing Series.
During this incredibly practical course you’ll be guided to:
•Conduct the calculations, setup steps, and processes required to successfully operate MRP.
•Utilize Dynamics GP in a make to order environment by generating Manufacturing Orders from Sales Orders and creating a Configurator for custom Bills of Materials.
•Process manufacturing orders that include outsourced work by creating the appropriate work centers and linking Purchasing Order / Shipping activity.
This class is essential for anyone who would like to use MRP or implement GP Manufacturing in a Make to Order environment.
Learning Objectives:
•Understand MRP calculation options and how to respond to the regeneration output
•Process Manufacturing Orders that include Outsourced services
•Create Make-to-Order manufacturing orders from sales transactions
•Set up and utilize the Configurator
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, Sales Order Processing, Purchase Order Processing, Manufacturing Essentials (Bills of Materials, Routings and MO Processing)
Preparation: Please bring an internet capable Windows PC to class for the Academy hands-on training environment.
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 mfg/supply chain/admin/integrations.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Flip your organization upside-down and see what comes out!
In this session, you will learn a simple technique for changing the culture inside your organization, which can result in increased process efficiency and reduced costs.
This approach is not just for manufacturing! A continuous process improvement culture can be effective for all functional areas (finance, IT, warehouse, sales, etc.) and all types of businesses (grocery stores, law firms, hospitals, distribution centers, and much more). If you have any process at all, this method can help you!
Join us and see how continuous process improvement works and how you can start implementing it in your organization today.
Customer expectations have historically evolved faster than business applications. This has usually resulted in a gap between a business’ CRM-related tools and processes, and the demand by their customers for a personalized, timely and meaningful experience. Today, however, the technology has finally caught up. Learn how recent innovations can empower your organization to move beyond internally-focused sales and marketing processes to deliver individually tailored customer-centric experiences.
Do your salespeople need data from multiple systems to do their jobs? Do they ask you to gather reports so they can print them and take them to a customer meeting? Is your data siloed in disparate systems? In this session we will discuss how to give your CRM users a self-service reporting experience.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
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.
Microsoft D365, Business Central, AX and GP users, this session will be filled with ways to identify improvement opportunities in your Order-to-Cash cycle. Set the stage now for your 2021 improvement initiatives.
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
Smart is sexy and understanding what’s new in Business Central will make you the most interesting person at virtual cocktail parties. With Business Central at the core, we’ll show you the hottest integrations with Microsoft 365 and Power BI. KPIs are king and at your fingertips. See how you can report available cash, sales profitability, inventory value, and net income. With personalization tools and an enhanced user experience, everyone has the ability to work how they want in Business Central.
Join ArcherPoint’s Gwendolynn Massie, a 21-year Dynamics veteran and lover of all things Business Central, for your tour of the features that make you go “wow!” and make everyone see you for the rock star you are.
Attend this session to learn how to provide better customer service with Dynamics GP. 1) Let sales drive purchasing 2) Communicate order status to customers 3) Allocate orders 4) Use SmartList to drive user actions and reminders
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.
Understanding how data from AP, AR, Inventory, Project, Sales Order, and Purchasing end up in the General Ledger is critical for reporting. Make the most of Quick Query and other tools by understanding where data originates.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
Ever need to look in multiple places to understand a customer’s profile? Ever find that prioritizing leads and nurturing prospects are challenging? Is your customer information lacking?
Customer Insights uses AI and Machine Learning to provide a 360° customer view. With Customer Insights, Dynamics 365 delivers the ability to connect to multiple data sources, model profiles of customers, their interactions and insightful KPI’s.
In this demo heavy session, we’ll demonstrate building a customer profile and show how you can use the results for increasing sales, marketing and service effectiveness. Then display it inside of PowerApps, Mobile, and BI tools.
Learn how a national food-service sales agency transformed their accounting department and achieved outstanding results by implementing automation technology.
Learn how to use three simple Power Automate flows within Dynamics 365 Sales to enhance the effectiveness of your sales team and automate your internal processes. Don’t have the users work for the system let the system do the work for the users.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
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
For many organizations, front line sales and support is owned by employees. What if it didn’t need to be?
Join us for a session dedicated to how Power Virtual Agents can add immediate value to your Power Apps (or other!) portals.
Session Level: Intermediate
This targeted, hands-on, deep dive Academy training session will deepen your understanding of the Dynamics 365 Supply Chain Management module. We’ll cover all of the foundational setup, configuration and parameters necessary for warehousing.
We will build configurations to run your warehouse on D365 SCM but many of the concepts reviewed in this course will also apply to the WHS Module in Dynamics AX 2012 R3.
Learning Objectives
Following completion of this course you will be able to:
•Configure your warehouse setup for locations and zones
•Manage loads, shipments, waves, and work fundamentals
•Build efficient sales order and transfer order processes
•Leverage both system directed and user-initiated picking processes
•Review and manage replenishment set-up options
•Direct containerization and packing
•Validate staging and loading processes
•Oversee cycle counting
•Manage your inventory
Level: Intermediate
Preparation: Please bring an internet capable Windows laptop for hands-on labs and exercises.
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.
