Join us to understand balance vs blending of all areas of life.  We will outline 3 priorities in 3 areas of life and create an action plan to achieve them while learning delegation tips and tricks.  

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

Level: Basic

The landscape for Accounts Payable is changing. New technologies offer the promise of increased efficiency, electronic B2B payment types and automated workflows – but it takes significant time, effort and cost to transform into the AP department of the future. Or does it? 

Join Mekorma to discuss how you can make paying vendors in Microsoft Dynamics GP a much easier experience – without losing the familiarity of tried-and-true, integrated processes. We’ll show you how to:

•    Manage all your payment batches, for all your GP companies and checkbooks from one central location 

•    Approve payments on-the-go with our mobile application, PowerApprovals 

•    Safely outsource vendor payments by letting us handle them for you! Mekorma Enhanced ePayments can permanently relieve you of the most time consuming and costly parts of the AP function

Seismic bridges the gap between Sales and Marketing with dynamic, field-ready content, optimized to increase sale velocity and sales revenues. Our solution helps maximize Sales and Marketing ROI with unprecedented capabilities for sellers to pick, personalize, and prepare content where they work most, in Microsoft Dynamics. With Seismic for Microsoft Dynamics, sellers are more productive, the sales cycle is shorter, and Microsoft Dynamics usage is higher. Join Seismic’s VP of Product, Tom Strader, in this partner solution session and learn how your teams can sell more efficiently while creating a better buyer experience.

Many companies were caught off guard when the pandemic struck. They did not have online strategies to help them transition from offline to online sales and marketing. Using best practices and case studies developed during the pandemic, Marie Wiese of Marketing CoPilot will share an outline for a survival plan that can be applied to your marketing automation and CRM technology to produce lead management results in times of dramatic change.

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

Do you have questions about the direction the Dynamics 365 Business Central is heading? Are you curious what’s coming next? Do you have questions about the latest features and enhancements in 2020 release wave 2  or how you can upgrade from your on-premises solution to cloud? Join this interactive townhall with Microsoft Dynamics engineering leaders and product experts to get insight into Business Central and get questions answered.

Level: Basic

Customization with financials and project functionality PLUS the power of paperless automation? That’s what you get when you integrate MetaViewer with SL. Learn how implementing MetaViewer with Dynamics SL allows companies to eliminate manual data entry by automating high-volume, repetitive tasks for increased efficiency and enhanced spend management.

A finely-tuned payables process is key to any organization using Dynamics GP but how far can you go with the tools available in GP?  Join us as we cover…- Best practices for getting your payables processed and paid as quickly as possible- Utilizing GP workflows (transactions, batches, vendors)- Importing documents using integration tools- Document attachments- “Automating” in as many areas as possibleThis session is geared for an audience with a basic skill set.A finely-tuned payables process is key to any organization using Dynamics GP but how far can you go with the tools available in GP?  Join us as we cover…- Best practices for getting your payables processed and paid as quickly as possible- Utilizing GP workflows (transactions, batches, vendors)- Importing documents using integration tools- Document attachments- “Automating” in as many areas as possibleThis session is geared for an audience with a basic skill set.

This session is a case study for designing and building an application security framework that supports the needs of a large manufacturing company, and also drives least-privilege access and business ownership of security roles and risks during a D365FO implementation. We will start with an overview of how U.S. Venture, Inc., designed its security roles by building a segregation of duties rule set, and creating compliant task-based roles as the foundation for ensuring appropriate access and proper control throughout the D365 environment. This presentation does not require detailed knowledge of D365 security.

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.

Running late for a meeting and wished there was an easier way to let your team know? 

Want to check-in and check-out without having to access a mobile app? 

Or track your mileage without having to do to many clicks? 

We live in a cloud-first, mobile-first technology world and hence there must be a better and faster way to get things done, correct?  

Join Daniel Christian, a Microsoft MVP who will walk you through how you can leverage the Power Automate button feature to provide elegant solutions. He will walk you through how you can use the virtual and physical buttons.

Session Level: Basic

In this session, Belinda will guide you through the use case of creating a Payables Transaction Batch Approval app in Power Apps.  The app will also include a flow from Power Automate that will notify the AP department of the batch being approved.  Finally, the new app, which contains the flow, will be placed in a Power BI report providing for faster review and approval; which will save you $$$.

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.

Great direction and advice on managing a WFH reality! From connectivity, security and access to managing productivity, this is a great guide to ensuring business

Users won’t fully adopt CRM until their leadership does.

In this session you will learn the role of management – from the front-lines to the c-suite – in managing a CRM project, in adopting CRM, and in using CRM to drive change within their businesses. Executives will leave with a clear understanding of how to drive change – even transformation – by using the power of CRM. Project leaders will leave with a checklist for getting, and keeping, the c-suite engaged in your project.

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

You’ve customized your all SharePoint forms with InfoPath and your organization is now moving to SharePoint online? Not a problem, join us in this session and learn how to use Power Apps to customize your SharePoint online forms.

During this session we will take a tour of the Power Apps Studio application, look at the available controls and discuss the basic concepts of Power Apps.

We will also, perform a step-by-step demo showing you how to create a multi-tab SharePoint online form integrating corporate branding, user driven content and simple business logic.

Session Level: Basic

Do you really know what’s going on in your database? Are you sure you’re not affected by some of the most common data quality & integrity problems?

In this session, I’ll present some free tools and queries to find some of the less visible data quality problems and discuss how to fix and prevent them.

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

You’ve made the strategic decision to migrate from previous versions of Dynamics NAV/GP/SL to D365 Business Central. What’s next? What does a good migration and deployment plan look like? Before you sit down with your partner,  we will discuss the wide range of elements to address in your project plan. We will provide an overview considerations around dealing with your mods, reports, third-party add-ons, system access, security, service contracts and SLAs, data retention, and moving to an OPEX model. 

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

Level: Intermediate

This session is a hybrid presentation/roundtable incorporating hands-on learning.  The session includes an introduction to the principles of change management followed by a roundtable discussion of change management challenges in managing a Dynamics deployment.  Participants will:

–     Explore the principles of change management

–     Discover how to develop a change management roadmap for their Dynamics project

–     Experience a hands-on opportunity to develop a plan to apply change management principles to existing project/deployment/adoption challenges

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

–     Collaborate with other Dynamics users to solve their shared challenges

Are your controls still effective in the new COVID-19 environment? RSM has developed a comprehensive COVID-19 rapid controls triage to assess and quickly evaluate your pandemic-related internal control risks.

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.

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