Search Results: software (2416)

Do you have critical customer data in multiple databases? Are you looking to consolidate true customer profiles and use machine learning capabilities to drive predictive sales, marketing, or service? This ‘CI in 60’ session will give you the ins and outs of using Customer Insights across multiple data sources, as well as provide a glimpse into the power Customer Insights provides organizations of any size.

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

Businesses are changing and the pressure to close out the books is an ever-present pressure on the finance team.  Add in the demands for reporting and accuracy, if not a wand, and the finance team have their hands full at period year.  In this presentation, we will review some best practices and some ideas with tips and tricks to help  finance professionals.

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.

With the release of Azure Data Lake and surrounding technologies, it is easy to see why there is hope within the AX and F&SCM communities for a better reporting solution than BYOD. Attend this session to gain a fundamental understanding of what an ADL project may entail, its time frame, estimated cost, and the resulting reporting options available to finance teams to make meaningful business decisions. It’s always best to have clear visibility and understanding of the full implementation cycle before making an investment in a new technology.

Do you think this session is not applicable to you because you may not be using Dynamics 365 Commerce? Great news! You can start leveraging the power of Microsoft to start identifying areas of revenue loss without any pre-requisites Dynamics 365 projects!  Dynamics 365 Fraud Protection is one of the newest offerings in the Dynamics 365 family and focuses on increasing the online and instore revenues for retailers and wholesalers by providing actional insights and optimizations using the power of AI and ML.

In this session we discuss the purchase protection, account protection, and loss prevention capabilities of the software and how they relate to business processes and customer experiences. After discussing capabilities we’ll discuss how you can take next steps in evaluating the solutions for your organization and what would be involved in that assessment.

Come and join the Microsoft Fraud Protection product team, a Microsoft Global Black Belt for D365 for Commerce, and a Microsoft MVP in D365 for Commerce to learn more and help answer your questions and provide insights. For specific questions you would like to have discussed in the session, please submit them here: https://forms.office.com/Pages/ResponsePage.aspx?id=vBkjbhG_ikiYD5ihUwqy1cwGHWvSbyRInK_XR0SeKDxUME5DRlI0TTVFODY4UUtEQlhaS0ExNjJWVS4u

 To learn more, read about fraud protection here: https://dynamics.microsoft.com/en-us/ai/fraud-protection/

Data visualization through tools like PowerBI is now critical. You need to see how your business is running, and understand the dials to move for best performance. Dashboards are only as good as the data behind them. In this session, we’ll show you how you can mistakenly create what appears to be a useful dashboard in Excel or PowerBI, but isn’t relevant due to poor data management.  We will then walk you through best practices and tools for effective data organization and governance processes, so you can ensure you will walk away with accurate dashboards that will drive stellar results. 

This session will be available for CPE credits pending completion of session survey post event.

Level: Intermediate 

Regardless of your level of experience with GP, none of us know it all; but you will leave this session with a list of navigation features you didn’t know existed or didn’t know how to use in the software. If you’re new to GP, this session is a must. We will show tips, tricks and shortcuts around reducing mouse clicks making your daily tasks and navigation in Dynamics GP more efficient. A few surprises are always in store during this fast paced session.

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.

Don’t be afraid of your accounting software! Be honest. Managing your accounting software can be daunting and many IT departments take a “hands off” policy, but it doesn’t have to be that way. 

This technical hands-on course will teach you what makes GP tick, from “Why it’s done that way” in client installation, to GP table structure, managing Security, SQL backup strategy and connecting GP using web services and other tools.

We will navigate the ins and outs of the client installation, explore the depths of security, not only for GP, but for SSRS and Excel Reports, and dive into the GP tables to understand how they interrelate and how to setup SQL maintenance for peak efficiency. 

We will review the importance of SQL backups, selecting a strategy that best fits your requirements, and discuss disaster recovery options.

We will review the GP web client install process and common mistakes that administrators make that require you to reinstall every year if not done properly.  You will understand why in today’s environment you can NOT afford to deploy the web client.

You will also come away with a better understanding of how you can integrate with GP using web services, econnect and OData.  We will review the major options for integration and, time permitting, may dive into a few of the tools towards the end of the course.  

Audience: Dynamics GP Power-Users, IT Professionals, and Dynamics GP Support Professionals

Level: Beginner to Intermediate

Prerequisites: Functional knowledge of Microsoft Dynamics GP

Preparation: Please bring an internet capable Windows PC to class for the Academy’s hands-on training environment.

Training Materials: Will be supplied by the instructor as appropriate.

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Looking for a better way to get payroll information into the hands of your employees? Wanting to do away with mailing W2’s to everyone? Maybe you need a better way for employees to update their W4 information.

In this session, attendees will learn what it takes to get employee self-service set-up and ready to use. Discussion points will include licensing requirements, software installation needed, and set-up in GP for employees.

Then attend the next session where we demonstrate how employees will use Self-Service!

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.

We have all heard of SQL Profile, but did you know that everyone should use it? It is  very powerful tool for anyone that has access to SQL and I will show you how anyone can use it.

SQL profiler is not just for a DBA, anyone working with SQL should be using this valuable for their SQL data. You will learn what SQL profiler can do to make you everyday life easier and how to use it for your benefit as a power user.

For the GP users, we will show a few GP specific examples.

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.

The average business has 7 different systems responsible for storing data, not just their ERP. We look at how you can use data warehousing to effectively manage your data across your complete technology stack, better enable system migrations, and future-proof your reporting. We also look at how you can leverage data warehouse automation to quickly manage and customize your BI project, as well as developing cubes to enable fast ad hoc reporting and powerful data visualizations. 

This session will be available for CPE credits pending completion of session survey post event.

Level: Intermediate

Over the years we’ve witnessed a huge shift in the role of Finance – from a tactical focus on the numbers to a more strategic, value-creative role.  With increasing data volumes and disconnected applications that don’t talk to each other, many find the role change challenging to adopt.   By offering a single source of truth, insightsoftware’s solutions save countless hours of unreconciled Excel mania allowing finance teams to effectively plan, run, and optimize financial processes.   

In this session, you will discover what a modern, integrated technology stack for the Office of the CFO looks like. See how you can: 

•Drive more accurate plans, forecasts, and reports for confident decision-making 
•Shrink cycle times to support today’s post-Covid need for more frequent reporting and forecasting 
•Increase end-to-end productivity, freeing time for strategic analysis

Learn how to add custom UI components for both model-driven and canvas Apps in this new world of the Power Platform. This session will explore the Power Apps Component Framework (PCF) gallery, walk-through the process of adding PCF components to your environment, look at some best practices and provide some resources for reference.

Session Level: Intermediate

Dynamics GP Workflow has been getting better and better since its inception.  During this session, you’ll learn basics of Workflow and advanced options on how to add additional fields to messages and conditions – making your workflows even more powerful! Join us to learn more about the following: overview of setup for workflow, types of workflow, designing a workflow, how to create a vendor workflow, adding fields to messages and adding fields to conditions.

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.

The COVID-19 outbreak has forced businesses to change the way they operate overnight, having to do more with fewer resources and shifting priorities. The need for automation has become clearer than ever to increase efficiency and free up teams from mundane tasks, such as sales tax compliance. 

Managing sales tax can be complex and time-consuming, yet failure to comply can leave a business open to audits and significant fines. Automating tax compliance can reduce that risk and free up teams to focus on higher value projects. Want to learn more? Join our session to discover the benefits of sales tax automation, and how to choose the right technology for your business. 

You’ll learn: 

•    The challenges of tax compliance 

•    Which industries typically have the most compliance risk

•    How to know when your business should pursue tax automation to maximize ROI

•    Tips to identify and implement the right automation software

In these uncertain times, the last thing you need to worry about is tax compliance. Don’t miss this session to make sure your obligations are being managed properly and efficiently.

Attend this session to be entered to win the new Xbox series X – exclusively for Avalara session attendees! Winners will be selected at random, based on session attendance.

Dynamics products Avalara works with:

•    Microsoft Dynamics 365 Business Central

•    Microsoft Dynamics 365 Finance & Operations

•    Microsoft Dynamics GP

•    Dynamics NAV

•    Microsoft Dynamics SL Microsoft Dynamics AX

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

Learn how to set up workflows in Business Central to streamline your business processes, eliminate manual requirements, and become more efficient. You’ll see how workflows can help route invoices, orders, and other documents to the necessary departments and how reminders and task lists can help keep those workflows progressing. 

This session will be available for CPE credits pending completion of session survey post event.

Level: Basic 

When we were setting up Dynamics NAV environments, it was always on-premise. There was no decision to make on where to install the system. Enter the era of Business Central, a new platform with new cloud-based options. Many companies have questions …

What option is best for us? Should we go SaaS (Software as a Service)? Should we remain on-premise? Are those my only options?

During this presentation, we will explain these options, highlighting the positives and negatives of both approaches. You will come away ready to make an informed decision on where to set up your Business Central environment.  

This session will be available for CPE credits pending completion of session survey post event.

Level: Intermediate

Many people associate Cloud computing with mobility. And that’s definitely true. But there are many other benefits of moving applications to the Cloud that bring even more value to organizations. In this session, you will learn about the full spectrum of benefits of the Cloud including enhanced security, reduced hardware and software investment, and simplified IT management.

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.

In this quick firing session, we discuss 25 Tips and Tricks to make creating and using SSRS Reports better. Even the most of seasoned SSRS experts will learn something new or again. It focuses on SSRS (SQL Server Reporting Services) but has a couple of unique tricks that are focused on working with SSRS within the Dynamics GP environment. This session is geared for an audience with an intermediate skill set.