Looking for a better way to prove an ROI on your marketing budget? Look no farther than the Campaign entity. In this session, marketers will learn how the Campaign entity can help:
• Manage the overall marketing budget
• Track campaign spending and ROI
• Improve (and speed up) marketing reports
• Prove the worth of the marketing department
• Use this year’s success to sell your boss on next year’s budget

Natalie Jackson, Marketing Director for emfluence Marketing Platform, shares her perspective and expertise on the path to marketing automation.

Learn the common pitfalls of plugin development and the tried and true best practices for having powerful yet easy to maintain plugins by correctly utilizing a common plugin base and framework. Learn how to automatically prevent some of the most common causes of plugin infinite loops, how to log every Organization Service request, how to declaratively execute different code based on the plugin context without any if statements!

In Dynamics 365 Sales users can build a hierarchy from existing accounts and contacts. The live organizational chart lets salespeople maintain external organization charts for their accounts. The access to an embedded LinkedIn Sales Navigator widget helps to ensure that contacts are always up to date. We will demo the following: Accessing an Org Chart, D365 Sales Hierarchy Overview, Add a Contact to the org chart, Org chart for accounts without hierarchy, Embedded LinkedIn Sales Navigator control.

Presented by @Aleiha Hanson

Join GPUG All-Star Aleiha Hanson as she discusses some tips and tricks her company is utilizing during this time of business disruption.

Tips include how to support direct labor from a distance, how to stay social while being socially distant and more.​
#Functional
#Leadership
#Accounting
#Manufacturing
#TipsandTricks

This session will explain the basic setup to use the Enterprise Asset Management module in Dynamics 365 for Finance and Operations. A finance expert will also look at how you can, and should, perform and how to corrective maintenance on your assets. Other topics will including how to create maintenance requests, turn them to work orders, and have them assigned, scheduled and costed.

With Dynamics 365 Virtual Agent for Customer Service users can easily deploy personalized bot conversations to resolve customer issues quickly and effectively any time of the day, any day of the week. This will help organizations to reduce costs by automating the response to common questions thus freeing up agent time to focus on more important cases. Learn how to create virtual agents, update bots, review analytics, and use power automate integration​.

Presented by @Abra Gilman
Presented by @Zubin Gidwani

Join GPUG All-Stars Zubin and Abra as we 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.

If you are concerned about or struggling with User Adoption, this session is for you. Led by world-class Change Management experts and Microsoft MVPs Clarissa Simpson and Gus Gonzalez. This is a Step by step guide to implement change and get 100% user adoption.​​

We will dive deeper into what the Excel Refreshable Reports can do including how we can edit them to meet our needs. We will also take a look at the security of Excel Reports and how to get that set up.

Presented by @Kerry Rosvold Peters

Accounts Payable and Accounts Receivable can be two of the most paper-intensive processes we see in businesses today, and they don’t have to be. In a time when we must be working remotely, being paper-intensive also means they are time-intensive, and many companies are seeing slow downs in their cash flow simply because of these processes. This session will give you all the tools you need to adapt these processes to remote working using tools you already own.
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​​​Data8 are industry leaders in data quality and have a wide range of tools across the Power Platform and within Dynamics to help you improve the quality of your data.

Presented by @Robb Delprado

By now we’ve all realized we should have been converting customers and vendors to electronic payments all along. How much easier would it be to process payments in our new remote work world this way instead of relying on paper checks coming in from our customers and paper checks going out to our vendors? This session will go through how to set up ACH and how to work with your customers and vendors to convert them to doing business electronically.​
#Functional
#Finance
#community

Giving the times we are in, more and more companies are telling employees to work from home. Before COVID-19, this can be a great benefit—it cuts out commute time, allows for increased flexibility and provides employees with more control over their own workdays. However, there are drawbacks to working remotely, and you might find you have a hard time staying productive throughout the day when you aren’t in a traditional office. I want to give you 6 ways to stay motivated.

This session aims to help organizations understand the benefits of integrating CRM with their phone system. This session will dispel these and other mysteries and urban myths around this subject, as well as explain some of the terminology and components. It will demonstrate how combining Dynamics 365 and your telephony system, can benefit your organization – by increasing the efficiency of all teams that use CTI, and by improving the overall customer experience of any organization.

Whether you’ve lost lead generation opportunities from cancelled tradeshows or are looking for avenues to ramp up ecommerce business, paid media can serve a number of useful functions as you rethink your current marketing strategy. Join emfluence’s Paid Media Strategist Erik Dahlstrom to learn where paid media can help your brand meeting sales and marketing goals during the pandemic.

Learn how to save your AP department time and effort by eliminating repetitive, manual tasks. We’d like to introduce the Mekorma Payment Hub, a fully integrated solution that will help you access your GP companies and checkbooks in one centralized window, automate the batch-building process, process / print / post payments, and generate EFT and Safe Pay files, secure outgoing payments, approve payment batches and more. Join us for an in-depth look at how Mekorma can make your AP life easier.

Are there reasons your company should upgrade to GP 2018 R2? Yes, there are several! Join this live webinar to see demonstrations of the big and little features added by Microsoft this release that will please all users! Abra Gilman will demonstrate the features her customers have taken advantage of immediately after upgrading to GP 2018 R2.​

Have you ever wondered how to process a Customer Return Request? This 30 minute webinar will walk you through the steps from different areas of Dynamics NAV and show you some of the options during the Return Process.

Presented by @Terry Heley

Join Terry Heley from Microsoft as she discusses tips for working with GP HR/PR around COVID requirement changes.​
#Functional
#Accounting
#HRandPayroll
#TipsandTricks
#communitycares

This virtual panel discussion features 30 minutes of informative and interactive discussion on best practices for getting Sales users ready to use Dynamics 365 Customer Engagement and CRM. The panel consists of Dynamics 365 CRM end-user members and subject matter experts across the Dynamics 365 and CRM Community who share tips and field your questions.​

Learn about the Dynamics 365 new functionalities and take advantage of product enhancements and new modules. Microsoft is investing in Dynamics AX customers and assisting them in their Dynamics 365 cloud migration journey through the Dynamics 365 Migration Program (aka.ms/d365migrate).

Learn how businesses of all types are keeping their teams productive and engaged during the pandemic. 5 Panelists will present 5 mini-sessions and answer your questions: Participants from retail, manufacturing, professional services, financial, non-profit and healthcare will discuss how they are setting policies, adopting strategies and using technology to keep their businesses moving forward no matter where their employees are working. You’ll also offer tips on using Dynamics 365 and Office 365.

Most sales begin with an opportunity which then inevitably becomes a Sales Quote. In this webinar we review all things Sales Quotes. We will demo the following:
Create Quote, Create Quote from Opportunity, Quote Products, Activate Quote, Revise Quote, Close Quote, Create Order.

Join Nicole Albertson to walk through the templates available on the eOne Website for SmartList Builder. We will also take a few of them and walk through how they were created and how to figure out how they were built.

Do you have questions about your Microsoft Sandboxes, such as what are the costs involved? How many should I have? Do they have to be updated? Join Bryce as he dives into how to create sandboxes, and use them to their full potential in development and testing alongside your Business Central experience. We will also have a Q&A session at the end to answer all of your pressing questions.​

You’re a Production Manager, you have played in NAV/BC but need some help learning more and to get started using it. This one hour webinar gives you a jump-start to get started. We will describe planning for companies involved in manufacturing or assembly management where the resulting supply orders can be either production, assembly, transfer, or purchase orders. The main interface for this planning work is the Planning Worksheet page. Let’s not forget about wholesale companies.