The Dynamics 365 Field Service schedule board provides an overview of resource availability and bookings you can make. In this webinar we provide a high-level overview of the following: Quick Scheduling, Multi-Resource Scheduling, Multi-day scheduling, Resource Crew Scheduling, Resource Pools, Facility Scheduling, Time Constraints, and Booking Alerts.

If you weren’t able to go to GPUG Summit 2019; if you didn’t get to attend 120+ GP sessions; or if you haven’t memorized ALL of the GP session content, then THIS presentation is for you! Abra Gilman surveyed many GP Customers to find out their favorite tips, sessions, products and presenters from this year’s GP User Group Conference and she is going to blaze thru sharing the details these GP customers wanted YOU to know about!

Best of Summit 2018: Lessons from Your Peers: EDI 201 – The Benefits of a Managed EDI Solution at Caplugs
BCUG/NAVUG member Caplugs has tried many solutions for communication with their trading partners, and realized a managed EDI solution with its integration to Dynamics NAV yields many benefits, ultimately saving them money and freeing IT resources. Hear their story of using a managed EDI solution and how it has differed from processing EDI in-house, especially around the ability to remain current with technology, providing customer support, increasing their flexibility, and realizing their targeted ROI

Nowadays, low-code/no-code are buzzwords that you often hear coupled with the PowerApps platform. Microsoft truly changed the ICT landscape with the introduction of PowerApps, a focus on democratising solution development, and empowering citizen developers. However, with the public preview release of the PowerApps Component Framework (formerly known as the Custom Control Framework) hardcore developers can now rejoice with an exciting frameworks to play with. The PowerApps Component Framework allows you to build your own PowerApps custom controls and move away from the good old web resources approach. The framework expands on the platform’s capability and fills the gap when it comes to building custom rich controls. Come along to this session to see how we highlight the existing issues with web resources and demonstrate how those resources can be replaced with the latest framework. Live demo will include from building a control and deploying to Dynamics.

​Determining when to take on a new line of business or expand into a new service offering is a difficult and risky decision for any business. The ever changing world of Microsoft partnerships offer exponential growth potential to any solution provider, but it can also introduce new potential risks for you and your loyal clients. In this session, we will provide tools and practical advice to help you to navigate the pitfalls of a new practice, determine the right partner model, staff great resources, educate your sales and marketing team, win your first deal, and build a long-term sustainable business model.

​Microsoft recently introduced rapid process automation (RPA) functionality in Power Automate in the form of UI Flows. In this session you’ll learn exactly what this is, how to build your first 2 UI Flows, and the vision for how this new functionality can be adopted by your users for true self-service automation and integration.

FAQ’s are meant to provide easy answers to User questions, but not always will the user like to read the entire FAQ page, in such situations we can provide the users with a BOT to answer their queries. In this webinar we will explore on how to create bots in PVA, how to use your existing FAQ’s Page to create a bot and embed your bot in CRM, Website etc.

Power Platform Presenter:  @Belinda Allen, MVP – Trainer/Author/MVP, Smith & Allen Consulting
Power BI is a cloud-based business analytics service that enables anyone to visualize and analyze data with greater speed, efficiency, and understanding. It connects users to a broad range of data through easy-to-use dashboards, interactive reports, and compelling visualizations that bring data to life. Attend this session to start from the beginning: what is Power BI and how can it work for me?  Understand how Power BI Works See examples of visualizations can tell a story.

With over 1200 vendors seeking to capture the $100 billion-dollar cybersecurity market, how do you decide who to partner with and what works best for your security stack? During this session, two seasoned cyber practitioners will demystify the buzz words for you to make the best decision and investment.

Slides to take back to your business owners to show value. Screenshots and links provided of highlights of the new Credit management feature. ​

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.