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Dynamics GP

Made the decision to migrate to Business Central or just investigating?  It could be a big project, and you need to know your options are before diving in.  At this session you will:

§     Get a detailed, feature-by-feature comparison between GP and BC

§     Learn about the three primary ways that BC can be deployed, and the pros and cons of each

§     Learn about the three migration methods, including when to choose each

§     Get details on Microsoft’s migration tool and the gotchas to watch out for

§     Take home detailed sample migration plans and estimated project costs    

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

Level: Intermediate

How can you manage your paper-based AP operations with a distributed workforce? You really can’t if everyone is working from different locations. If this year has shown us one thing it’s that companies MUST take everything digital and provide access to company data from anywhere to maintain and grow their business. DocLink extends the value of your Dynamics ERP not only by allowing you to go paperless, but also automating your entire AP process from POs to payments. In this session you’ll hear from DocLink customers who have achieved success in going digital, and you’ll learn how you can:

•    Eliminate paper and manual processes

•    Capture and access documents instantaneously

•    Streamline and accelerate approvals

•    Automate 3-way matching

Join us to learn how to gain improved efficiency, visibility and control by going paperless and touchless in AP. This session is for the following products: Dynamics GP, AX, Nav, SL, D365 F&O and D365 Business.

Join Amber Bell as she shows you her favorite tips to make you into a GP Superhero! You’ll learn new tools to make entering, reviewing and researching information in Microsoft Dynamics GP easier and better! This session will include tips for all levels! So grab your superhero cape and MARVEL at all the new skills will learn in this fast-paced and exciting session!

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

Did you just say Power BI for GP Payroll?  Well certainly!  The Payroll table structure in Dynamics GP is unlike other modules, but that doesn’t prevent us from using Power BI to support and enhance your Payroll reporting capacity.  Perhaps you have a system that integrates employee and/or timesheet data into Dynamics GP, and you want to review for miscoding, thoroughness, and investigate or highlight any outlier situations or use cases.  Current methods of review rely on SmartLists, Edit Lists, and SSRS reports, but in this session you will learn a new, more visual way of reviewing payroll transactions in Dynamics GP with Power BI.  We will show you some of the possibilities and even show you the steps to create your own Power BI views for Dynamics GP and beyond as well as an introduction to other Power Platform tools.

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.

You may already know that Dynamics GP Workflow can automate approval processes — but what exactly does that mean? This session will review the functionality behind the GP workflow, available transactions and master records, and how the approval process is completed and tracked. We’ll also cover some tips and tricks for setting up steps and conditions to make your approval process flow as required.  And what about Power Automate?  We will explore where this fits and compares with GP Workflow.

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 much Data is too much? Are smartlists and reports running at a snail’s pace?

Let’s discuss Data clean up and Maintenance practices.

We’ll cover GP Utilities and Routines that can assist.

We’ll review GP data archiving options.

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.

Welcome to the GPUG General Session here at Community Summit NA 2020 as we gather virtually as a community for the very first time!  In this jammed-packed session, you’ll hear from GPUG’s Board of Advisors Chair, Michelle Kocher.  Then, get a first glimpse at the October 2020 release of Microsoft Dynamics GP with Abra Gilman (Collins Computing) and Terry Heley (Microsoft) as they show off what’s now available from our friends in #FabulousFargo.  Afterwards it’s Lisa Lucas, GPUG Program Manager, revealing  the 2020 GPUG All*Stars based on your votes.  Don’t miss out as we wrap up the first full day of Community Summit in style!

The COVID-19 outbreak has forced businesses to change the way they operate overnight, having to do more with fewer resources and shifting priorities. The need for automation has become clearer than ever to increase efficiency and free up teams from mundane tasks, such as sales tax compliance. 

Managing sales tax can be complex and time-consuming, yet failure to comply can leave a business open to audits and significant fines. Automating tax compliance can reduce that risk and free up teams to focus on higher value projects. Want to learn more? Join our session to discover the benefits of sales tax automation, and how to choose the right technology for your business. 

You’ll learn: 

•    The challenges of tax compliance 

•    Which industries typically have the most compliance risk

•    How to know when your business should pursue tax automation to maximize ROI

•    Tips to identify and implement the right automation software

In these uncertain times, the last thing you need to worry about is tax compliance. Don’t miss this session to make sure your obligations are being managed properly and efficiently.

Attend this session to be entered to win the new Xbox series X – exclusively for Avalara session attendees! Winners will be selected at random, based on session attendance.

Dynamics products Avalara works with:

•    Microsoft Dynamics 365 Business Central

•    Microsoft Dynamics 365 Finance & Operations

•    Microsoft Dynamics GP

•    Dynamics NAV

•    Microsoft Dynamics SL Microsoft Dynamics AX

Do you use the Inventory module in GP?  Then you should use HITB.  The HITB was designed to be your inventory subledger to the GL.  There are gaps in capturing all the data if you are currently using the Historical Stock Status report as subledger, but HITB captures it all.  The gaps will be exposed, the process defined, and you will be empowered to overcome the possible objections from the accounting team.

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.

In this course users will learn how to modify Dynamics GP Word Templates. These modifications will include adding new fields, removing fields, changing formatting, and other company requirements. 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.

Remote working is more important than ever. In this session, learn how GP Workflow can support approval paths and rules for GP documents and master records with remote approval capabilities. See how to setup a basic Workflow to approve transactions or batches and learn about options for conditional approvals, escalations, and what is needed to enable mail notification for remote approval.

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 about free tools that allow you to carry on daily duty as a DBA or SysAdmin to manage your Dynamics GP environment. Get to know where to look for free tools when it comes to manage your systems and grab scripts and tools from the GP Community to help!

Everyone knows that Excel is the “go-to” program when creating financial reports. However, when you export a report from legacy tools such as Management Reporter into Excel, you have no ability drilldown on the numbers. Wouldn’t it be nice if you could? 

With ActivReporter, you CAN! 

Join this session to learn how you can completely replace Management Reporter with ActivReporter. ActivReporter can produce financials with multiple periods, multiple budgets, multiple companies, foreign currencies, and much more. And for any number in any ActivReporter Excel financial, you CAN drilldown to the underlying detail and then drillback to the posting in Dynamics GP.

In this session we will cover everything you need to know to begin using the Fixed Asset module.  We will cover setup, import, depreciation, retirement, reporting, and year end.

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.

Collecting payments is a necessary part of doing business. Unfortunately for many companies, it remains a manual and error-prone process that actually accrues more expenses and security threats. In this session, you will learn how to speed up the accounts receivable process, cut down on unnecessary costs associated with payment acceptance, and learn how to secure customer payment information within Microsoft Dynamics.

Power BI can get really complicated, really fast.  How do you cut through all of the technical terminology and just use it?  How do you know when you are over your head and need to ask for help from a technical resource? At this session you will:

Find out what Power BI works well for and what it does not

Get strategies for how to communicate with your developer

Learn strategies for deploying reports to various roles in an organization

Learn what an Excel user can reasonably expect to be able to do in Power BI

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.

Are you ready for year-end and how to capture COVID pay on the W-2? Are you up to date on tax changes and notifications? Let’s get together and discuss these items and more! – Take a Tour through GP HR Features.

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.

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.

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.

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.