Dynamics GP

Learn how to make your Excel reports more efficient. Learn how to create new Excel reports that replicate your Smartlist favorites. In this session we will take some of the out of the box Excel reports and walk through the steps of adding new columns, removing columns, and graduating from leveraging Smartlists and exporting t: Learn how to make your Excel reports more efficient. Learn how to create new Excel reports that replicate your Smartlist favorites. In this session we will take some of the out of the box Excel reports and walk through the steps of adding new columns, removing columns, and graduating from leveraging Smartlists and exporting to Excel directly into refreshable Excel reports.  GP 2010 or newer (versions applicable).

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 will discuss the myriad ways to do data repair in GP, we’ll cover normal repair scenarios and go through the best practices for advanced or complex data repair in GP.  We will also be reviewing the myriad tools at your disposal for ensuring you efficiently and accurately get the data repaired with low risk to your employer or client.  Some little known tools will also be shown (free tools) that you can use to your advantage for accurately repairing or cleaning up data!  Some of these tools will be given to you! Tons of tips, tricks and resources to help.

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.

Proper configuration of the Project Accounting module makes a tremendous difference, and this session is dedicated solely to tips & tricks in the setup and mapping of this module to your GL. Join us so you can help yourself and your colleagues within Project Accounting!

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 many ways can a shipment receipt go wrong… SO many, we need to spend some time on this together.  Received it accidentally?  Didn’t receive it?  Wrong quantity?  Defective?  Vendor gave you a credit?  Wants to ship you more? Open the PO, close the PO…. you get the point.  Let’s unpack all the ways GP can handle your problem Purchase Orders using RTV, to keep the inventory AND the vendor records organized and the PO’s accurate.

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.

As you look to maximize ROI across your organization, now more than ever, the things that appeared “little” are more expensive than you realize; manual data entry, filing documents, and searching for files have real costs associated with them. Attend this interactive workshop session as we explore the steps, the industry data and benefits of centralized document management and invoice process automation. Learn real-world examples that you can analyze and easily convey, as you build the business case for AP automation and pave the way for its success!  

PowerGP Online takes your Dynamics GP to the cloud – but it also provides you with a new arsenal of custom-built modules that enhance your GP experience. Learn about how to best use these complimentary, PowerGP Online exclusives to bring added ease and robust capabilities to your daily processes.

There are multiple applications available from Microsoft for Dynamics GP to track and accrue vacation, sick, and other time. This session will review how PTO Manager and Human Resources enable your organization to track and accrue vacation, sick, and other types of leave. The session will also look at the Advanced Payroll functionality for leave time liability reporting.

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 your SmartLists run slow, do they waddle to and fro?  Do you get tired of waiting? Do you have way to many? Together we will discover many ways can make SmartLists work for you.  You will walk away from this session with a game plan to turbo charge your reporting in GP. Learning Objectives: 1. Teach everyone how to make SmartLists run faster  2. Show some little known ways to restrict in the search  3. Learn when it is time to move up/on from just using SmartLists – if ever  4. Create more coffee time for everyone on your team

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.

No matter where Dynamics GP users may be located, vendors still have to be paid. This session is going to walk through how to use Dynamics GP workflow and EFT to ensure vendors are paid. The session will also discuss options for electronic payment beyond EFT, like virtual credit cards, and how to use GP to handle them.

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.

You’ve heard it a thousand times – tax is tax. However, not all tax software integrations are as straight forward. Learn how to guarantee your team’s success while saving both time and money with D365, NAV, and GP.

Are you ready to be the office GP Champion? Join this session to explore over 40 different ways to save time, be more efficient AND use GP in ways you never thought were possible! Brand New for Summit 2020! We will cover Financial Module, Sales, Purchasing, Inventory and More!! 40 is a lot but no worries, full documentation will be included – come and have fun AND learn!

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.

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.

Should you stay on-premise or go to the cloud? This session will provide you with the knowledge necessary to make an informed decision that best fits your organization. Join a VP of finance whose company recently moved from Dynamics GP to Dynamics 365 Business Central, along with the consultant skilled in both solutions who helped them transition. We will briefly discuss the latest features of GP and reasons to stay on-premise before diving into a short demo of BC and hearing the inside story of one company that decided to go cloud and their experience during the change. 

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

Level: Basic

How do you expand reporting when your GP SQL server is overloaded? Set up a new server…isnt that costly?  What if it was less than $100/month? Don’t we need a SQL DBA? No, with Azure Data Factory it’s easy for a business analyst with intermediate SQL skills to copy tables, transform data, and build sophisticated workflows. Power Platform offers similar capabilities, but you might need a full database where you can build views and stored procedures.

In this session, we will walk you through the process of installing a gateway and programming all the logic from the Azure portal.

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.

There are so many new technologies that let the outside world interact with Dynamics GP.  In this session we will explain what each of these technologies are and how they can make Dynamics GP so much more useful to your business.   We start high level and then dig deeper into examples of how companies like yours are using these technologies.  This session will help the novice to understand the technology but also have plenty of depth for those that are much more technical.

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.

The pandemic has brought on a new set of business challenges while the e-commerce industry has managed to continue growing. It’s time to get the most out of your GP solution to increase your online sales despite today’s business climate. In this session, join us as we discuss opportunities that businesses have experienced from the COVID-19 crisis and how to leverage your Microsoft Dynamics GP investment to grow your e-commerce business. We will provide you with strategies to identify e-commerce opportunities and ways to seamlessly integrate your electronic channels to increase sales and improve operations while providing an enhanced, secure customer experience.

Looking for a better way to get payroll information into the hands of your employees? Wanting to do away with mailing W2’s to everyone? Maybe you need a better way for employees to update their W4 information.

In this session, attendees will learn what it takes to get employee self-service set-up and ready to use. Discussion points will include licensing requirements, software installation needed, and set-up in GP for employees.

Then attend the next session where we demonstrate how employees will use Self-Service!

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.

SmartLists, GP Reports, SSRS, Management Reporter, Excel Reports, Navigation Lists, Power BI… WOW

Feeling lost or that you’re maybe not utilizing the best reporting options in GP?

Join us as we cover…

– Pros vs cons to each reporting option

– Quick how-tos on deploying each option, accessing & making changes

– Most-used scenarios

– Best practices for staying organized & keeping your users in the right place

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.

No matter where your employees are working these days, it has become crucial to implement the technology and tools to ensure that our remote teams are able to stay up-and-running without missing a beat. Join this presentation to learn how MetaViewer Paperless Automation helps Microsoft Dynamics GP end users manage their payment processes efficiently, securely and flexibly.

For GP admins, there is often a need for some basic SQL skills and knowledge. You may not have an IT background, but with some light training you can find the details on how to navigate SQL Server Management Studio and perform some valuable SQL tasks. This session with give an overview of that navigation as well as cover some of those key SQL functions including backups and maintenance as well as the table structure and the intro to report writing with views. If you are a GP admin looking for additional SQL knowledge, this session is for 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.