Financial reporting, budgeting and forecasting will be top priorities for all of us to monitor, react and plan for the months ahead. Using the reporting and budgeting tools included with most Microsoft Dynamics license packages, Microsoft Management Reporter and Microsoft Forecaster will be excellent tools to analyze financial results and reforecast. We will walk through several examples of reports and forecasting methods you can easily implement at your company.​

Your investment in Dynamics 365 and related digital marketing add-ons is an important part of marketing process automation.In this session you will learn about the 7 critical tasks that Marketers are automating, how Dynamics 365 and selected digital marketing add-ons can be used to automate those tasks, and a roadmap framework for prioritizing each of those areas in your business.

Learn and share checklists and tips to help businesses navigate working from home with Dynamics GP. We’ve not only worked with our own customers, but also met with groups of partners and vendors in our channel to prepare the content for this information-packed presentation.

Are you looking to improve customer satisfaction, streamline operations, and improve efficiencies at your company? SharePoint web portals do just that while providing 24/7 self-service access to critical data. In this session, we’ll show you how to create an Office 365 SharePoint portal that can improve access to customer, vendor or employee information and integrate directly with your Dynamics GP system.​

We’re “gettin’ real” in this deep dive on how you can use Power BI for business operational reporting, including manufacturing, warehousing, and shipping. By the end of this webinar you will know how to link to your BC / NAV system, have a basic understanding of data tables and fields specific to operations, and how to build and publish dashboards and daily/weekly reports.

In this non-technical webinar, you’ll learn how best-in-class sales teams design sales processes to align with customer buying processes. You’ll understand the different types of sales processes, why the out-of-the-box processes usually aren’t a good fit, steps for engaging the team in developing a process, how to evolve your process over time, and the golden rules for developing simple but effective sales processes.

In this session, Joel Lindstrom will cover the process of migrating your Dynamics 365 environment online and what happens after the migration. Once you are in the cloud, what is different, and what new options do you have? This session will also cover how you can leverage Power Platform to make your migration easier.

Data repair almost always has to happen at some point, what are the best practices and how do I repair the most common issues! And, dang it, what could be causing this! Learning Objectives: Upon completion participant will be able to understand different data issues that occur in Dynamics GP, understand the best places to find resources to assist in repairing common issues and understand the best practices around data repair in Dynamics GP​.

Did you know that Business Central has the ability to quickly calculate sales order shipment and delivery dates when entering a sales order? Does your sales order promising need a tune up? Business Central can quickly assess whether a delivery date is realistic or not using two key sales order promising concepts: Available to Promise & Capable to Promise. Attend this webinar to learn more.​

Have you wondered how to process a Vendor Return? How about what the field Return Reason Code is all about? Heck I have! Join me for 30 minutes to review Purchasing Vendor Returns and what the field Return Reason Code is all about. You will see how simple the process is and how you can use the Return Reason Code to both automate returns and use this field and values for Vendor reporting.​

The Dynamics Journey to Success (DJS) is a Success Planning methodology led by the Microsoft Dynamics Customer Success Manager (CSM) that helps D365 customers realize continuous business outcomes and achieve business goals from their Dynamics investment. This session provides deep insight into Microsoft’s 10 step Success Planning methodology that enables Dynamics 365 customers to establish success criteria, uncover adoption blockers, and devise a strategy to boost user adoption and drive business success.

Who’s on first? Once there is a plan to produce product that achieves the scheduled on-time delivery, how do we make it happen in the plant? When does what item need to be processed by what work or machine center by who? When there is a demand change, what do we need to do?​

Learn how to improve adoption, analytics and AI through better activity management.

Most teams struggle to get full adoption of activity management. Users often complain that planning and tracking activities in CRM can slow them down. Yet without this foundational building block in place, an entire CRM project can fall apart. Perhaps more importantly is that activity tracking is the raw material that fuels better analytics and AI.

In this session you will learn how to configure activity management.

If you have questions about Business Central and you want straight, non-sales answers, then this roundtable is for you. We’ve got 4 long-time, GPUG Partner contributors that now also support BC who will discuss your inquiries & concerns without bias in an open forum. Get the straight scoop for your business from trusted resources who work with and promote both applications.

The data model was constructed to work well with calculated measures that can track a skater’s learning progress over time. We’ll present the rating system, how the data was collected, how the data model was built, the calculated measures that were created, and the Power BI reports that show progress at multiple levels. This is a POC that has “shot based” analytics from professional hockey games. Each shot was plotted against a grid representing an ice surface for location analysis.

If you have questions about Business Central and you want straight, non-sales answers, then this roundtable is for you. We’ve got 4 long-time, GPUG Partner contributors that now also support BC who will discuss your inquiries & concerns without bias in an open forum. Get the straight scoop for your business from trusted resources who work with and promote both applications.