Latest User Group Communities Content — Page 123

If you are considering an eventual move to Business Central from GP, this session series is a must! In Part 1 of this two-part series, we explore the reality that these two systems do not provide a 1-1 experience. We’ll dive into differences in user interface, terminology, reporting, and more, and by the end of this two-part series, you will have a firm grasp on the variations between these two systems so you are prepared for an eventual transition to Business Central.

When migrating to the cloud, sometimes on-prem CRM integrations need to be reintegrated/updated for the new environment. This talk will go through the process of hoisting a CRM integration application from on-prem into the Azure cloud - and the host of tips and tricks learned along the way.

What does Synapse contribute, how do we use it, and how does it interact with Power BI? Learn how these two data technologies synergize together with a demo, some best practice advice, and tips and tricks for supercharging your data analytics.

We will review 15 tips to enhance user adoption at your organization. Tips will include: end user tips, configuration tips and training tips. Tips will include: forming a group of end users/champions, configuring field-level mapping, using calculated & rollup fields, PCF/UI controls, Power Automate, Dynamics 365 App for Outlook, model-driven apps, role-based learning for training and creating a variety of training materials.

We will talk through how certificates work, what you need, and how EVERY organization can start doing this correctly, today. This is already used and expected for most of your applications and services but there are a number of areas where it requires a little interaction. Here we will start with an understanding of what a certificate is, and then explain how you can go about working with them.

Dynamics 365 keeps changing with new releases coming at us each month. How ever do we keep up with all the new features and tools available in D365 specifically for warehousing? Let me guide you thru the new features in Dynamics and show you which are valuable to implement and which may be worth waiting on.

Do you get anxious when thinking of moving apps to the cloud? Are you uncertain of how to approach a cloud discussion with leaders of your org? As customers move business apps to the cloud, it becomes important for financial leaders & staff to understand the tech pros & cons to evaluate the right fit for the org. Tech can be daunting to learn; In this session, we will provide the 101 version of What is Azure Data Lake export, why you should care and whether it’s the right fit for your org.

In this session we discuss what to expect after going live on Business Central, drawing from 20 years of implementing Microsoft products. Topics include, how to control support costs, data stewardship, continuing education, and what to do with those left-over initiatives from the project. The session begins with surviving your first month end and first bank reconciliation, then moves on to discuss SaaS upgrades and post-go-live best practices.

Manufacturing is difficult enough to navigate without needing to fix mistakes and configurations along the way. Attendees will explore a variety of ways to keep a company’s physical and financial inventory value precise. During this session, users will study common issues found during the manufacturing process, and how to resolve and prevent them from occurring. Attendees will review necessary configurations, and financial impacts to keep inventory values accurate.

While we often consider digital transformation projects ‘technical’, the change success formula reminds us that successful change is 50% people dependent, 30% process, and only 20% about the tool/technology. If your people aren't on-board, the technology won't be used, and that's money down the drain. Enterprise projects need a designated “Change Manager” to be the voice of the project to all stakeholders AND to be the voice of the stakeholders to the project team.

Using custom Excel report formats, you can now use Pivot Tables, Charts, and many other Excel-based features to enhance your reports.  During this session, we will review how to use Word and Excel custom formats for existing documents and reports, and also how to create new reports to use with Excel-based reporting.

Review Tools and Techniques used for report writing along with examples and steps to create and modify report layouts in BC from scratch. This will cover Word, RDLC and the new Excel Layout format available in BC 2022 Wave 1.

In this session we will examine what functionality Extensible Data Security (XDS) provides, how to successfully setup and configure multiple real world end user scenarios, and the impact enabling this feature has on your user security. We will also discuss how this feature can help minimize risk within your organization and weigh that against the potential performance impact it can have.

Is your SMB still running a legacy Dynamics ERP solution? Join us to learn about the many benefits of migrating to Business Central, the powerhouse Microsoft cloud ERP solution. It’s easier than you think to migrate to the cloud, your team is guaranteed to be more productive, and there are virtually endless opportunities to streamline and automate processes. We’ll present case studies from customers in different sectors who moved from NAV and GP on premise to Business Central with great success.

Learn how to make custom connectors with field values that depend on other fields, with connector field inputs that are dynamically generated at runtime, with type-sensitive fields that allow advanced validation, and how to use policy templates to stretch Power Automate to meet the unique needs of your API. Learn from examples in real-world published connectors using all of the techniques above.

It seems that we have come full circle, with most companies today selecting best-of-breed apps and then integrating them to work together. But there are integrations and then there are kick-ass integrated solutions! In this session, we will cover five elements of an integration that you should always consider in order to have your company singing your praises for generations to come.

Attachments can be added to almost every record in D365FO. Beside that they are used in a hidden way on several features. In this session we will demonstrate where attachments are stored, how they are deleted, how to use their metadata and how to use them for integrations. We will show were and how attachments can be used and how to improve the usability with small tricks and customizations.

Let's explore leveraging tools already at your fingertips by utilizing Business Centrals integration within Microsoft Teams. Make decisions faster within your organization, increase productivity, and improve business processes with software you are already using.

Posting groups in Business Central are in general links between accounts in the different application areas to the G/L accounts in the general application area. Because of that posting groups are the spine of the finance module in Business Central. But how important they are, they are even more complex on first sight. In this session, we will try to demystify posting groups and show a different approach for a better understanding of their logic. In this first part we will cover standard inventory and trade scenarios with examples.

For those who are considering a new software implementation. This session is for anyone who has never implemented, or has failed at implementing, software. Suzie, an ERP solution consultant, and Tiffany, a project manager, will share key lessons learned, tips, tricks, and gotchas to prepare for in an implementation. Through this session, we will explore the importance of requirements gathering, clean data, testing, and other elements that may bring better success to the project.