Herb Johnson is a Senior Consultant at Stoneridge Software on the Dynamics CRM team. With 10 years of experience, Herb's specialties include installs, upgrades, configurations, and customizations. Prior to joining Stoneridge Software, he was a consultant for Professional Advantage. Herb holds multiple certifications in Dynamics CRM and ClickDimensions.
Today I’m going to share some of the items that need to be considered for an on-premise upgrade to D365 Customer Engagement v9. Not all items will apply to all instances, but below is a list that you should review...
Are you using the many helpful tools in Dynamics 365 Customer Engagement? I’ve found that many users rarely take advantage of the handy icons that are in plain sight – right at the top of CRM. If not, I’ll tell...
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november
04nov(nov 4)12:00 pm22(nov 22)2:00 pmDynamics 365 FinOps Development Training - Online Workshop
This three-week Microsoft Dynamics 365 for Operations Development Workshop will be held online from 12 to 2 p.m. (CDT), Monday - Friday, November 4 - 22. Stoneridge Software’s Development Workshop will
This three-week Microsoft Dynamics 365 for Operations Development Workshop will be held online from 12 to 2 p.m. (CDT), Monday – Friday, November 4 – 22.
Stoneridge Software’s Development Workshop will provide students with an overview of the Dynamics 365 for Operations architectural and development features and the tools available in the development environment. This workshop covers the essentials of doing development in Dynamics 365 including creating tables, classes, forms and reports.
Course Outline:
4 (Monday) 12:00 pm - 22 (Friday) 2:00 pm CST
Online Workshop
Stoneridge Software
Now is the time to discover why the majority of companies currently using AX will move to Dynamics 365 Finance and Operations over the next few years. During this webinar,
Now is the time to discover why the majority of companies currently using AX will move to Dynamics 365 Finance and Operations over the next few years. During this webinar, you’ll see first-hand the new user experience in Finance and Supply Chain Management. You’ll also hear the top reasons why business leaders are moving from AX to Dynamics 365.
By the end of this webinar, you’ll have a solid understanding of why current AX clients are steadily moving to Finance and Operations and why it’s worth it for your company to upgrade.
(Wednesday) 10:00 am - 11:00 am CST
online webinar
Stoneridge Software
20nov12:00 pm12:30 pmUpgrading from Dynamics GP to Dynamics 365 Business Central – Is it Worth It?
Are you a current Dynamics GP user that is curious about what Business Central offers? If so, this is the perfect session for you. Learn why so many businesses are
Are you a current Dynamics GP user that is curious about what Business Central offers? If so, this is the perfect session for you. Learn why so many businesses are transitioning to Business Central and taking advantage of cutting-edge cloud technology to manage their finances and overall operations. We’ll discuss how the Microsoft cloud benefits your business, cost of ownership, functionality, and more. You’ll get a feel for the software during a live demo. Bring your questions to this webinar.
(Wednesday) 12:00 pm - 12:30 pm CST
online webinar
Stoneridge Software
20nov2:00 pm3:00 pmMoving from CRM On Prem to the Cloud– Is it worth It?
Learn about the 7 different advantages of moving Dynamics 365 CRM from on-prem to the cloud - including how the Microsoft cloud benefits your business, cost of ownership, new functionality,
Learn about the 7 different advantages of moving Dynamics 365 CRM from on-prem to the cloud – including how the Microsoft cloud benefits your business, cost of ownership, new functionality, and more.
• Understand how your team will be affected by moving to the cloud
• See the modern user experience and learn why it’s important for users
• Experience Embedded BI and other game-changing tools
• Learn about life with more regular updates and why Dynamics 365 online is your last upgrade
By the end of this webinar, you’ll have a solid understanding of why current CRM clients are steadily moving to the cloud.
(Wednesday) 2:00 pm - 3:00 pm CST
online webinar
Stoneridge Software
21nov11:00 am12:00 pmConfab with Stoneridge - Livestream
Confab with Stoneridge is a livestream get together where Stoneridge Software team members and experts discuss a variety of topics related to technology, Dynamics products, Microsoft news, business leadership, and
Confab with Stoneridge is a livestream get together where Stoneridge Software team members and experts discuss a variety of topics related to technology, Dynamics products, Microsoft news, business leadership, and more. We love learning how to make businesses run more efficiently in any way!
Join the conversation on our Twitch channel at https://www.twitch.tv/stoneridgesoftware
Featured topic: Review of Microsoft CEO Satya Nadella’s vision keynote presentation from the Microsoft Ignite Conference
(Thursday) 11:00 am - 12:00 pm CT
december
04dec12:00 pm12:30 pmBusiness Benefits of Dynamics 365 Customer Engagement (CRM) to the Cloud
Your Dynamics 365 CRM on-prem system is working well - so why consider moving to the cloud? Learn how your business will benefit from cloud-hosted CRM, how your system will
Your Dynamics 365 CRM on-prem system is working well – so why consider moving to the cloud? Learn how your business will benefit from cloud-hosted CRM, how your system will change, impacts on your IT team, and more. Bring your questions to this interactive webinar.
(Wednesday) 12:00 pm - 12:30 pm CST
online webinar
Stoneridge Software
05dec11:00 am12:00 pmConfab with Stoneridge - Livestream
Confab with Stoneridge is a livestream get together where Stoneridge Software team members and experts discuss a variety of topics related to technology, Dynamics products, Microsoft news, business leadership, and
Confab with Stoneridge is a livestream get together where Stoneridge Software team members and experts discuss a variety of topics related to technology, Dynamics products, Microsoft news, business leadership, and more. We love learning how to make businesses run more efficiently in any way!
Join the conversation on our Twitch channel at https://www.twitch.tv/stoneridgesoftware
Featured topic: Review of Microsoft CEO Satya Nadella’s vision keynote presentation from the Microsoft Ignite Conference
(Thursday) 11:00 am - 12:00 pm CT
10dec9:00 am12:00 pmOnline Workshop - Dynamics GP Year End Close (Morning Session)
During this workshop, you will learn how to perform closing procedures in each Microsoft Dynamic GP module. Class Agenda: Introductions Overview of year-end procedures Updates Backups
During this workshop, you will learn how to perform closing procedures in each Microsoft Dynamic GP module. Class Agenda:
During the training, we will go through data backups, reports, and the complete close process of each module for fiscal and calendar year.
This online workshop is applicable to Dynamics GP users.
This online workshop is only available for Windows users. Please contact Stoneridge with any questions on computer or software compatibility.
(Tuesday) 9:00 am - 12:00 pm CST
online webinar
Stoneridge Software
11dec1:00 pm4:00 pmOnline Workshop - Dynamics GP Year End Close (Afternoon Session)
During this workshop, you will learn how to perform closing procedures in each Microsoft Dynamic GP module. Class Agenda: Introductions Overview of year-end procedures Updates Backups Fiscal year-end vs. Calendar
During this workshop, you will learn how to perform closing procedures in each Microsoft Dynamic GP module. Class Agenda:
During the training, we will go through data backups, reports, and the complete close process of each module for fiscal and calendar year.
This online workshop is applicable to Dynamics GP users.
This online workshop is only available for Windows users. Please contact Stoneridge with any questions on computer or software compatibility.
(Wednesday) 1:00 pm - 4:00 pm CST
online webinar
Stoneridge Software
12dec1:00 pm4:30 pmGPUG North Dakota (Fargo) Chapter Meeting - Q4
December 12th @ 1:00 Microsoft Campus, Fargo Agenda* 1:00 Welcome/ Reboot the Chapter Discussion - Joe Scheidecker of Guardian Energy 1:30 Why Upgrade to Dynamics GP Featuring the latest Dynamics GP Release - Microsoft 2:30
December 12th @ 1:00
Microsoft Campus, Fargo
Agenda*
1:00 Welcome/ Reboot the Chapter Discussion – Joe Scheidecker of Guardian Energy
1:30 Why Upgrade to Dynamics GP Featuring the latest Dynamics GP Release – Microsoft
2:30 Payroll Reports for Microsoft Dynamics GP by Aatrix
3:00 Break
3:15 Year End Tips and Tricks
4:15 Payroll Year End Tips – Terry Heley
4:30 Ends
*Agenda and details subject to change
(Thursday) 1:00 pm - 4:30 pm CST
Microsoft Campus - Fargo
One Lone Tree Rd, Fargo, ND 58104
Dynamic Communities
18dec12:00 pm12:30 pmDynamics 365 Customer Engagement (CRM) - On Prem v Cloud Cost
After this webinar, you'll have a solid and realistic understanding of the pricing and cost differences between CRM on-premise and CRM in the cloud. REGISTER HERE
After this webinar, you’ll have a solid and realistic understanding of the pricing and cost differences between CRM on-premise and CRM in the cloud.
(Wednesday) 12:00 pm - 12:30 pm CST
online webinar
Stoneridge Software
19dec11:00 am12:00 pmConfab with Stoneridge - Livestream
Confab with Stoneridge is a livestream get together where Stoneridge Software team members and experts discuss a variety of topics related to technology, Dynamics products, Microsoft news, business leadership, and
Confab with Stoneridge is a livestream get together where Stoneridge Software team members and experts discuss a variety of topics related to technology, Dynamics products, Microsoft news, business leadership, and more. We love learning how to make businesses run more efficiently in any way!
Join the conversation on our Twitch channel at https://www.twitch.tv/stoneridgesoftware
Featured topic: Review of Microsoft CEO Satya Nadella’s vision keynote presentation from the Microsoft Ignite Conference
(Thursday) 11:00 am - 12:00 pm CT
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