In this session we will interview successful end -users on best practices user adoption. This session will particularly address the planning, alignment, and adoption strategies for SMB organization.

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

Leverage the power of SQL Server to create queries and reports from all of the data from GP.  This session will take a tour of Management Studio and walk through the basics of writing basic SQL queries and creating Views to be used in multiple locations in GP.  Topics will include using Management Studio, basic joins and functions, creating views, and using your views in Smartlist, Smartlist Builder, SQL Reporting Services, and any other reporting tool that you might use.

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 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.

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.

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.

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 

Not sure how to select an AP automation product for your company? Join in an interactive discussion on how to find the right product, tools to use and the process of implementation. 

Level: Intermediate

Welcome to the GPUG General Session here at Community Summit NA 2020 as we gather virtually as a community for the very first time!  In this jammed-packed session, you’ll hear from GPUG’s Board of Advisors Chair, Michelle Kocher.  Then, get a first glimpse at the October 2020 release of Microsoft Dynamics GP with Abra Gilman (Collins Computing) and Terry Heley (Microsoft) as they show off what’s now available from our friends in #FabulousFargo.  Afterwards it’s Lisa Lucas, GPUG Program Manager, revealing  the 2020 GPUG All*Stars based on your votes.  Don’t miss out as we wrap up the first full day of Community Summit in style!

Remote working is more important than ever. In this session, learn how GP Workflow can support approval paths and rules for GP documents and master records with remote approval capabilities. See how to setup a basic Workflow to approve transactions or batches and learn about options for conditional approvals, escalations, and what is needed to enable mail notification for remote approval.

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.

Microsoft includes many data analytics and AI tools in D365, come learn how to leverage them to better utilize your sales resources and drive revenue.

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

We will dive into the flow of materials from their overseas factory to a freight forwarder, port, ship, domestic port, and delivery to the warehouse/factory. 

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

Level: Basic

Let’s begin with the 12 tips and tricks that help you make use of best practices in inventory accuracy, tracking, costing, etc.  But then what?  Learn what to do to make sure things stay accurate.  Ongoing review & cycle counts makes month end a breeze.  We will review the 12 steps recommended for setup, then proceed to opportunities for your organization to assure your inventory remains accurate.  Finally wrapping up with inquiry best practices, and ongoing use of utilities.

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 to explore tried-and-true Lanham EDI in its new extension form — with its Business Central Modern Client user interface and cloud-ready design. We’ll review how the system provides manage-by-exception, full access to data, more native EDI documents than any other Business Central solution, and support of third-party warehouse partners. 

We will also examine when it makes sense to tap the Lanham VAN for lowest total cost of ownership. With the Lanham EDI extension you can start your day with sales orders and end it with invoices, all processed compliantly in EDI, inside your Business Central system.

This session will give you a whole list of easy but powerful takeaways to share with your team. No PowerPoint here! We’ll demo 50 tips LIVE inside of Dynamics 365 Business Central so you can see for yourself how to accomplish things faster, easier, and with more efficiency! Join us for this very FAST 50 minutes with a special emphasis on tips for finance professionals. 

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

Level: Intermediate

Now that the Big Bang is over and you are live on the AX or D365 foundation and core modules, the hard part is done. We will go over a real world example of how a company (when I was a user) regained momentum to get more done. You took a deep breath and are thinking what is next for your AX or D365 implementation? It is time to increase your ROI, sprint to add functionality, and increase your user’s efficiency. What else can you do? Don’t lose the momentum!  We will review functionality and modules with short term ROI.

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

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

You are pumped about this awesome add-on you found at the DSLUG conference that will save you a ton of time and headaches but then you realize the person holding the purse strings middle name is Ebenezer. Then you wonder, how can I (yes you) influence the decision to get the cash and resources needed to move the needle off center?  Look no further, let us guide you in the right direction by showing you How to present a COMPELLING case for that extension or other improvement that YOU need to make YOUR life (and those around you) much easier.

Level: Basic

Did you know that you have the ability to put multiple projects on a single contract, or even create a project hierarchy with sub/child projects? You also have the ability to add multiple funding sources to a single contract and create billing rules to determine how the billing responsibility can be broken down. Additional billing rules can be configured based on milestones, delivery of unit of measures, and project progress (% complete). All of these options can be configured to be invoiced and billed collectively.

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.

Now that the Big Bang is over and you are live on the AX or D365 foundation and core modules, the hard part is done. We will go over a real world example of how a company (when I was a user) regained momentum to get more done. You took a deep breath and are thinking what is next for your AX or D365 implementation? It is time to increase your ROI, sprint to add functionality, and increase your user’s efficiency. What else can you do? Don’t lose the momentum!  We will review functionality and modules with short term ROI.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

How to create an automated Excel macro that will massage your Smartlists automatically for you after downloading from GP.  We’ll explore better tools than SmartList to get your data out of GP including using Excel Reports, SSRS Reports, and even Power BI.  We’ll also explore how you can quickly visualize your data using tools like Tableau without having to spend hours slicing and dicing data in Excel.

A fast-paced and demo-heavy tour of advanced functionality in Power Query with case studies based on problems seen in the field with consulting clients. This session will introduce the M language through a series of demo exercises.

Attendees are expected to be comfortable with Power Query, but need not be advanced.

Don’t miss this top rated presentation from the Power Platform World Tour – enhanced with new and expanded material.

Session Level: Intermediate

There is growing interest by Dynamics GP customers in Business Central.  This session is a side by side review of the differences, strengths and weaknesses of Business Central manufacturing and supply chain compared with the out of the box Dynamics GP manufacturing functionality.  The session will flip back and forth between Dynamics GP features and Business Central matching features.  Features in Dynamics GP that are not implemented in Business Central will be discussed, including solutions that the presenter(s) have seen in the field.

Best Practices for a migration from a GP manufacturing implementation to Business Central will be discussed. 

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

Level: Intermediate

Does the name matter? In this case it does. What was once Office 365 is now Microsoft 365, a more robust solution for office productivity and security. In this session, you learn how Microsoft 365 will help you achieve more with innovative Office apps, intelligent cloud services, and world-class security. 

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

Level: Basic

Join this session to learn the tips & best Practices in Order Management. During this session we will cover the following:

•Convert Quotes to Sales Orders
•Order Types
•Customer Service Assistant Functionality
•Order Management Processing
•Order Management Wildcards 
•Controlling the Process Manager                                                                                                       This  session will be available for CPE credits pending completion of session survey post event.

Level: Basic