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.

 

Get updated with all things Power BI. Join this session to hear what’s new with Power BI from Microsoft. Session Level: Basic

Wondering how the Internet of Things can play a role in your production management and control. This session walks through the new IoT intelligence scenarios, the moving parts needed to make it work and how they can help production supervisors be more responsive to events that impact production efficiency and ultimately customer service.

The sales tax world is evolving since the Wayfair ruling in 2018.  Join us to discuss when the GP tax tables will work for your business and when you’ll need to consider automation.

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.

Do you need more functionality related to your inventory items? Looking for more insights? Let’s review all the other elements available with items and using items throughout Dynamics NAV/Business Central. We’ll take a thorough review of vendor and customer pricing, units of measure, variants, cross references, attributes, and extended text, as just a few of the options that can add robustness to your system. 

Want to get to the cloud but not sure where to begin?  This session will explore the components, best practices, and potential risks involved in a cloud strategy for Dynamics GP. Possibly paths will be explored as well, including benefits and considerations when migrating to Azure, choosing a cloud service provider, as well as considering multi-tenant and private configurations.

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.

Join us to see all the FREE amazing tools hiding in the PSTL (Professional Services Tools Library) toolbox, from GL modifier/combiner, RM Transaction Unapply to Company Copy and more!

Participants will take away:

– Understanding of the tools contained in the PSTL toolset and their use

– Gain knowledge to use the tools in your GP environment

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.

When we were setting up Dynamics NAV environments, it was always on-premise. There was no decision to make on where to install the system. Enter the era of Business Central, a new platform with new cloud-based options. Many companies have questions …

What option is best for us? Should we go SaaS (Software as a Service)? Should we remain on-premise? Are those my only options?

During this presentation, we will explain these options, highlighting the positives and negatives of both approaches. You will come away ready to make an informed decision on where to set up your Business Central environment.  

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

Level: Intermediate

In the expanding eCommerce environment, Returns Management is quickly becoming a significant part of daily processing. In this session we will cover both Customer Return processing and Purchasing Returns. For Customer Returns you will learn how to issue an “”RMA”” and send paperwork to your customers to use as a Packing Slip for your dock.  We will also cover inventory quantity types for quality control considerations and refund options.  For Purchasing Returns we will focus on the related Inventory considerations. The attendee will come away knowing which of the 4 documents types to use given the scenario and how to prevent or workaround the Inventory “”gotcha’s””. 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.

Learn how SLAs and Entitlements can be implemented to enhance customer relationships. Join us for a deeper dive into creating complex SLAs and defining entitlements. See how custom SLA relationships can be designed for use cases outside of standard customer service (such as opportunity). Gain an understanding on combining the two features can enhance customer service interactions and satisfaction.

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

With our ever-changing needs of tracking information and not wanting to change our General Ledger account structure, you have two tools with which to leverage to gather data and report on the numbers for projects.  Project accounting allows the tracking of a project be it internal or external whereas Analytical Accounting allows you to do the same thing but is done at the account level only.  Let’s explore the differences of each product.

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 review the most common security related mistakes companies make when upgrading or implementing Dynamics CRM. From who owns security, to who should implement it, and everything in between, we will provide proven project approaches that can keep your company off the security gotcha list.

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

This session will explain how Generix Solochain WMS has been implemented at Kong with its unique adaptive project methodology, 100% remotely. 

The complexities of a WMS implementation traditionally required support teams to be on site for extended periods of time.  When the coronavirus forced travel bans in early 2020, Generix Group was on the cusp of several large-scale WMS Go Lives.  This forced the Generix team to quickly put into practice the most refined elements of project management coupled with the latest communications and project management tools.  The result was 7 successful go-lives in distribution and manufacturing operations throughout the mid-west.

In this webinar, we will detail 12 methods and tools and how to use them in order to manage even the most complex projects remotely – implementation to go live.  From TEAMS Planner, to allocating the right resources, to rigorous communications plans, remote implementations are not only possible, there can be beneficial to your business, and your clients. Don’t miss this highly topical and informative webinar.  

This is session is also extremely relevant and compelling because it shows how Solochain WMS seamlessly integrates with Business Central.

Many people associate Cloud computing with mobility. And that’s definitely true. But there are many other benefits of moving applications to the Cloud that bring even more value to organizations. In this session, you will learn about the full spectrum of benefits of the Cloud including enhanced security, reduced hardware and software investment, and simplified IT management.

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.

Here’s your chance to wow your warehouse team when you get back to work. Want to know how to quickly research the dreaded nothing to handle error? How about how to personalize the warehouse screens to get to the information you need? Be ready to take lots of notes as we cover these and 13 other top tips and tricks to help any warehouse operations team member get the most out of their Dynamics NAV / Business Central system. 

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

Level: Intermediate

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.

As the economy slowly recovers and the new normal settles in, now is the time for finance leaders to strategically rethink the way they operate to help the business survive and thrive in turbulent times. Since Accounts Payable is the #1 most time-consuming function in finance today, automation and scaling are the key components of modernizing your organization to enable business success. Join us to learn how Tipalti can help Dynamics GP, Dynamics NAV, Dynamics 365 Business Central customers streamline and transform global payables operations, adding governance to regional entities, and automating tiresome processes that weigh you down.

In this session, an Inventory expert will present 15 novel ways of using AX 2012 and D365FO that aren’t immediately apparent as being out-of-the-box functionality. Be ready to bring your own! A few topics this session will include are:

1.     Modeling multiple companies inside a single system company

2.     Real Master Planning as defined by APICS

3.     Contract selling with a distinct sales price dependent on how materials were sourced

4.     Customizing costing for a not-for-profit where most inventory was donated

5.     Catch-weight solved without using AX/D365FO catch weight functionality

6.     And many more!

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

Also relevant for BC/NAV and GP users.

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

Lifecycle Services (LCS) and associated environments are always undergoing changes with regard the way they are accessed to use development, test and production environments. Join this session were we will look at the need for cloud environments for special projects, such as RSAT, which is attached to pay-as-you-go, as well as how to add environments for other special purposes such as gold, build and performance testing. Lastly, we’ll attempt to answer the question, ‘Why are new all-in-one deployable packages so important?’

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

This session will be available for CPE credits post event.

Are you a payroll super hero?  Join us for a celebration of payroll best practices, updates, and learnings to make sure that your payroll super powers are fully charged. 

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

Level: Basic

In this quick firing session, we discuss 25 Tips and Tricks to make creating and using SSRS Reports better. Even the most of seasoned SSRS experts will learn something new or again. It focuses on SSRS (SQL Server Reporting Services) but has a couple of unique tricks that are focused on working with SSRS within the Dynamics GP environment. This session is geared for an audience with an intermediate skill set.

Learn the difference between  Virtual Card, Credit Card, and ACH/EFT. Learn how to setup Virtual Card in Dynamics GP and see how transaction flows in Payables module to Bank reconciliation to be compared with Credit Card and EFT transactions.  See the benefits of using Virtual Card and save lots of  hours and headaches from our lessons learned in implementing Virtual Card.

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.

As long as ERP software has existed, so has the struggle to achieve good user adoption. Why? More importantly, what can we do about it? Obviously challenging, but certainly achievable, we’ll walk through root causes of the struggle, and review methods for correcting and driving sustainable user adoption, which leads to more efficient processes, better service, and more to your bottom line. This will be a highly interactive session in which you’ll work with each other to innovate solutions to common challenges, so everyone can return to their office with new energy and a full list of ideas to implement. 

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

Level: Intermediate

Lease accounting has changed for everyone, in every industry. The large accounting firms have called this the largest accounting change n the last 20 years. Whether you file under ASC 842 (US GAAP), IFRS 16 (Canada and International) or GASB 87 (Government accounting), your life is about to get much more complicated. This session will explain what you need to know about these standards as well as how to get ready to be compliant.

After this session, participants will have a clearer understanding of the basic differences between the current lease standards versus the various new standards.

After this session, users will have a better understanding of the accounting entries related to the new lease standards

After this session, participants will have a better understanding of what to look for in a lease management product in the Dynamics ERP space

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.

How do you improve GP security without the pain of starting from scratch? Use our practical tips for Dynamics GP! In this fast-paced session, we’ll hit 50 tips designed to make GP more secure. These tips are practical and ready to be applied as soon as you get back.

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.