D365UG/CRMUG Presenter:  @Geoff Ables, MCT – Author, Advisor, Managing Partner, C5 InsightCreate a sales process that your users will adopt, your leaders can manage, and that drives measurable improvement.If you want your sales team to increase deal size, decrease sales cycle length, improve win rates, avoid letting valuable opportunities slip through the cracks, deliver meaningful forecasts, and continuously improve sales results – then you need a sales process. But most organizations struggle to create a process to deliver that vision.In this non-technical session, 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 often 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.You’ll take away a workbook with an initial sales process design, and a set of worksheet templates to guide you from simple to sophisticated.​​

Join MSX Group for a look at advanced reporting techniques and features within Microsoft Forecaster.​

This virtual panel discussion series will feature brief, informative yet interactive discussions in a 30 minute or less format to help you take in and learn some key features and best practices while using Dynamics 365 and CRM. These panels will consist of Dynamics 365 CRM end-using members and subject matter experts across the Dynamics 365 and CRM Community who will share a tip or best practice and field your questions.

Helping Dynamics users get the most out of the reporting and budgeting tools available. Topics may include tips for using MR, FRx, D365 Financial Reports or Forecaster. Mostly, it is a chance to get your questions answered. You don’t want to miss this session with MSX Group, our reporting and budgeting experts. Please note: Management Reporter Version Compatibility Dynamics GP: GP 2010; GP 2013; GP 2015; GP 2016; GP 2018Dynamics AX: AX 2009; AX 2012 Dynamics

Build a new XrmToolBox plugin from scratch: Implementing the base plugin interfaces, designing your user control, testing, and sharing with the world through NuGet.

It’s not too late to adapt for GDPR, but this sweeping set of strict privacy regulations cannot be ignored. Besides the impact on your IT department’s data strategy and management, equipping your customer-facing teams with the right understanding and processes for supporting compliance is a must. We’ll cover tips on implementing compliance, include some ‘gotcha’ areas & dive into real-world examples

Join fellow users in your quest for certification with Microsoft Dynamics 365! Study Group sessions are round table discussions across a variety of topics and themes applicable to the Microsoft Certification listed. This week’s session will kick off a review of all the material.

A demo’s filled webinar packed with tips and tricks to show how to transform usual Power BI reports to stunning reports In this session you’ll learn about: – How to use background images and useful resources to create the background templates – Use of colours, various resources to get appealing colour pallets – Multiple ways of using conditional formatting to highlight the specific data points – How to create Power BI theme files – Various DataViz resources​

Learn how to set up and use Account Rollups! Need a quick answer on real-time balances? Want to learn to reconcile quicker? Account Rollups Save the Day!​

This session is an opportunity to discover in detail the possibility of sales and marketing strategy management within Microsoft Dynamics 365.
We will cover the following items:
– “Why it is important to keep in touch with your customers and leads”
– Why is the communication important:
– Different channels of communication
– How do email and SMS marketing fit into

Session will cover the creation of Sales Quotes in various methods, converting quotes to Sales Orders, maintaining archive versions and the flow of Sales Order history once order is completed.​

Attend this informative session with BC/NAVUG All Stars discussing how you can build an ROI for attending Summit. We will help you with common objections raised and provide proven responses. We will also discuss the value of having one or more people attend. ​​​​​​

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 Constraint’s, Booking Alerts​

Attend this informative session with BC/NAVUG All Stars discussing how you can build an ROI for attending Summit. We will help you with common objections raised and provide proven responses. We will also discuss the value of having one or more people attend.

Attend this informative session with BC/NAVUG All Stars discussing how you can build an ROI for attending Summit. We will help you with common objections raised and provide proven responses. We will also discuss the value of having one or more people attend. ​​​​​​

Importing Excel files into D365 F&O

​Provide excellent service to your customers, manage warranties and manage you service fees. We will cover Service Contracts and Service Contract pricing.

Common Data Service for Apps is built on a solution architecture that is the key component to Application Lifecycle Management (ALM) for both Dynamics 365 and PowerApps. The new PowerApps Tools for Azure DevOps allow you to automate and build a release pipeline for Dynamics 365 and PowerApps. Understand how you can setup your own pipelines to start your team on the path to continuous integration and a healthy ALM and DevOps practice.

Tips and Tools for training and coaching your team to not only make the sweet sixteen and final four, but to avoid elimination and be #1 in your field​​​

Learn about Corey’s experience running the data upgrade process in D365.

Tips and Tools for training and coaching your team to not only make the sweet sixteen and final four, but to avoid elimination and be #1 in your field​​​

Have you ever wondered how to create a Purchase Order. Better yet, have you ever wondered how to see every Item you are out of stock and need to purchase. This 30 minute webinar will walk you through the steps from different areas of Dynamics NAV and show you some of the options to create a Purchase Order, run Requisition Worksheet, and a Purchase Return​

Tips and Tools for training and coaching your team to not only make the sweet sixteen and final four, but to avoid elimination and be #1 in your field​​​

Hear about more lessons learned as Corey takes us from planning to reality.

The case discusses the inclusion of women in today’s political sphere. This is resulting from the agitation in women empowerment and gender equality and that for a change to be brought about, women are to be actively involved in governance.

Join the BCUG/NAVUG All-Star’s Dave & Kim as they dive into the Understanding of the Inventory to GL Reconcile Report​​

Join fellow users in your quest for certification with Microsoft Dynamics 365! Study Group sessions are round table discussions across a variety of topics and themes applicable to the Microsoft Certification listed. Please Review the Study Group Topics Below for this week’s discussion on the MB210 Certification: Configure sales settings​​​.