Dynamics GP

We get it, you love SmartList and well you should.  But too many of you are running SmartLists just to export them to Excel!  There are so many other ways, both easier and quicker, to get your data into Excel if you need to.  In some cases, you can even have the Go To’s you’ve come to love.  In this session we will go over the methods available to you – the non-developer – to get your data into Excel where you want it.

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 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.

GP’s Field Service Module can be used for much more than just ‘Field Services’ although if properly setup is fantastic for that!  Learn about creative uses of Field Service along with Contract Billing, Contract Management (tied in with inventory), Preventive Maintenance Tracking, Using for SOP and POP Returns Management and Depot Management, which is a way to provide an organized path for items returned for maintenance and even provides the ability to put the item back into inventory under a new item number as refurbished!

Learn more about the myriad uses for Field Service in Dynamics GP.  Learn how it interacts with other modules in GP. Understand how it can be implemented for all or just one of its functions!

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 touch on several aspects of Fixed Assets, beyond the setup windows and into the practical use of the module.

Learning Objectives:

•Learn how to import assets into your GP Fixed Assets from your old system using Excel
•Learn ways to expedite the month-end close process
•Tie out depreciation and gain efficiency in your process

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.

Let’s discuss the best practices for GP deployment in these areas: GP Network Infrastructure, GP SQL Server Installs, SQL Configurations specific to GP, SQL Maintenance specific to GP and how to enhance performance of SQL Server with GP, GP User Security and Active Directory securities and how best to maintain, GP Application Configurations to enhance user experience, troubleshooting GP issues and how best to liaise between Accounting and IT!

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 decision to move your mission-critical business applications to the cloud is no longer IF but WHEN. Chances are you’re already successfully running applications in the cloud today. Cloud-based payroll, HR benefits, marketing automation and email are amongst the many available solutions that companies have been managing online for years. Historically companies hesitated to move business applications like GP, SL, NAV, AX and CRM to the cloud, but to stay competitive and drive business continuity, the time to migrate is now.

Regardless of your company size or industry, recent events have shown us how important moving to the cloud is for all businesses. As companies went to being fully remote for months, some found that their on-premises solutions could not accommodate a virtual work force and caused unnecessary problems with day-to-day operations. Real-time secure access to data, regular back up provisions, remote access for all users are just some of the cloud benefits.

In this session, learn best practices on how building an effective migration strategy and plan will support a successful move to the cloud and help maximize your business application investments.

Whether you’re a supplier, manufacturer, or a buying organization, join Chrissy Mathison to explore how our Full-Service EDI solution can help automate your network, reduce manual entry and save you time and resources.

Whether you’re a supplier, manufacturer, or a buying organization, join Chrissy Mathison to explore how our Full-Service EDI solution can help automate your network, reduce manual entry and save you time and resources.

Often as we upgrade through version of GP, we don’t stop to really learn the new navigation options.  Join this class to learn about the Navigation Pane & Lists, along with many other time saving tips.

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 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?

This session is ideal for accountants who are responsible for creating and generating financial reports for their organization but have little training with Management Reporter for Dynamics GP and SL.  Learn the basics of report building blocks and leave with the know-how to create four key financial statements within Manager Reporter:  Trial Balance, Income Statement, and Balance Sheet.  Discover the power and flexibility of reporting trees and get the skill you need to present useful data to your executive team. 

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

Level: Basic 

We’ve taken the time to connect with several GP consultants, ISV’s and end users to come up with a list of 20 things you should never do in GP.  Let’s learn from each other’s mistakes so that we never find ourselves in a situation that isn’t very desirable. Join us to learn some of the biggest issues clients face with Dynamics GP and how to open a proper support case with your IT team or partner.

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.

We’ve taken the time to connect with several GP consultants, ISV’s and end users to come up with a list of 20 things you should do in GP.

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.

Join us in this session to go through all the slicing and dicing options you can do in SmartList – including SmartList Export Solutions!

Leaning Objectives:

Learn all the components of SmartList

Streamline your searching functionality

Learn how to deploy Excel Refreshable Reports

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.

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

Interested in seeing what you can do with GP HR Features? You own this module, why not make use of it, whether or not you use GP for processing payroll. This session will provide an overview and give you ideas of what you can do with what you own.

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.

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.

In this session we’ll cover maintenance options within GP (check links, reconciles) as well as reviewing your Dynamics install and tips related to keeping that clean and happy.

Learning Objectives:

Learn about check links and reconciles.

Understand your Dynamics.set file

Consider things that will help keep GP clean and running well.

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.

Made the decision to migrate to Business Central or just investigating?  It could be a big project, and you need to know your options are before diving in.  At this session you will:

§     Get a detailed, feature-by-feature comparison between GP and BC

§     Learn about the three primary ways that BC can be deployed, and the pros and cons of each

§     Learn about the three migration methods, including when to choose each

§     Get details on Microsoft’s migration tool and the gotchas to watch out for

§     Take home detailed sample migration plans and estimated project costs    

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

Level: Intermediate

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.