Have you ever needed to use the Financial Dimensions button for invoice pools in Dynamics AX? On a client site recently, using Dynamics AX 2012 R3, we encountered a puzzling situation that took some perseverance to get past. On the Invoice pool inquiry form (Accounts Payable > Inquiries > Invoice pool), which is a form […]
Here is a comparison of how online payments can be handled using Microsoft Dynamics AX online Payment Services, versus using the additional solution Red Maple Advanced Credit Cards. Payment Providers Dynamics Online Payment Services (DOPS) Microsoft Dynamics AX 2012 provides an out-of-the-box feature called Payment Services. This service allows you to accept online payments in […]
Microsoft Dynamics AX R2 brought with it a re-write of the payroll functionality. While there is much about the functionality that I like, one thing I continue to find confusing is the integration of payroll to the other modules. Payroll payments to workers are processed through the Accounts Payable module, and when we implemented […]
With Dynamics AX 2012 R2, you now have the ability to utilize Advanced Bank Reconciliation functionality. In the Bank accounts form, you have the ability to flag a Bank account as being designed for ‘Advanced bank reconciliation’. By marking a Bank account as ‘Advanced bank reconciliation’ in the Bank accounts form, you will be able: […]
Vendor invoice recording journal types can be deceiving. Journal setup makes it appear as though approval is optional, because you can choose to not populate the ‘Approve’ field on the journal setup. But when entering Invoice journals, you may encounter this error: ‘Employee to approve the line is not specified.’ This error occurs because journal vouchers […]
If you’re looking generate wire payments for vendor or employee payments from AX, you might find that the default values for certain elements within the file do not match some banks’ requirements. For example, in AX, the traceNumber element for ACH payments is populated with the AX journal number by default. I recently ran across a scenario […]
august
07aug11:00 am12:00 pmUpgrading Dynamics GP - Tips, Tricks, and New Features.
There are many advantages to upgrading your software including efficiency, new features, guaranteed compatibility, ongoing support, and more. During this session, you'll learn: How to recognize when it's time to
There are many advantages to upgrading your software including efficiency, new features, guaranteed compatibility, ongoing support, and more. During this session, you’ll learn:
(Tuesday) 11:00 am - 12:00 pm CDT
online webinar
Stoneridge Software
09aug10:00 am10:30 amNew to Microsoft Dynamics NAV: working with lists & filters
Join our Microsoft Dynamics NAV team of experts as they show you how to work with lists and filters. This 30-minute webinar will show you: - how to review lists &
Join our Microsoft Dynamics NAV team of experts as they show you how to work with lists and filters. This 30-minute webinar will show you:
– how to review lists & filter
– features of lists
– how to use advanced filters
– exporting to excel to analyze your data
– create personalized saved views in Microsoft Dynamics NAV
(Thursday) 10:00 am - 10:30 am CST
Online Workshop
Stoneridge Software
09aug2:00 pm3:00 pmCRM and ERP - Better Together
From your sales and marketing team, to your office staff, to your accountants – everyone on your team wins when you combine CRM and ERP software. Join Stoneridge Software for
From your sales and marketing team, to your office staff, to your accountants – everyone on your team wins when you combine CRM and ERP software. Join Stoneridge Software for our first of a series of four webinars exploring how CRM can benefit your business, help you close deals faster and better serve customers.
During this webinar you’ll learn how seamlessly Dynamics 365 for Customer Engagement can integrate with your Dynamics ERP system, reducing the time your departments are sending data and files back and forth and eliminating the need for most of your manual entry.
(Thursday) 2:00 pm - 3:00 pm CST
online webinar
Stoneridge Software
This webinar will provide students with an overview of the differences in development for those who have been working in Dynamics AX 2009 or AX 2012 and are moving to
This webinar will provide students with an overview of the differences in development for those who have been working in Dynamics AX 2009 or AX 2012 and are moving to Dynamics 365 for Finance & Operations. It will cover architectural and development features and the tools available in the development environment. This workshop covers the essentials of doing development including creating tables, classes, forms, and reports. All students will have access to an environment for labs.
This two-day workshop is held online from 8:30 a.m. – 4:30 p.m., including a lunch break.
Course Outline:
13 (Monday) 8:30 am - 14 (Tuesday) 4:30 pm CST
Online Workshop
Stoneridge Software
14aug10:00 am11:00 pmHow to Implement Microsoft Dynamics 365 Business Central in 5 Reliable Steps
Implementing an ERP system that meets current and future business needs has been known to be a daunting and often expensive task. But, it doesn't have to be! Learn the
Implementing an ERP system that meets current and future business needs has been known to be a daunting and often expensive task. But, it doesn’t have to be! Learn the five time-saving steps that make up our QuickStart Service to get your organization up and running on Microsoft Dynamics 365 Business Central.
(Tuesday) 10:00 am - 11:00 pm CST
Online Workshop
Stoneridge Software
22aug10:30 am11:00 pmGetting Started with Jet Express
Learn how to use this free Excel add-on from Jet Reports to easily and confidently extract the data you need inside of Microsoft Dynamics NAV to run your business. REGISTER
Learn how to use this free Excel add-on from Jet Reports to easily and confidently extract the data you need inside of Microsoft Dynamics NAV to run your business.
(Wednesday) 10:30 am - 11:00 pm CST
online webinar
Stoneridge Software
28aug8:30 am6:00 pmD365UG/CRMUG Upper Midwest Regional Chapter Meeting
Stoneridge Software is excited to attend the first CRMUG Upper Midwest Regional Chapter Meeting at the Microsoft Campus in Fargo. This meeting will consist of an extended day of content
Stoneridge Software is excited to attend the first CRMUG Upper Midwest Regional Chapter Meeting at the Microsoft Campus in Fargo. This meeting will consist of an extended day of content and divided into functional and technical tracks. You may attend any sessions that best fit your learning goals. All Dynamics Users are welcome. Your membership extends to ALL employees at your company, so we encourage you to invite your colleagues and fellow peers. Stoneridge Software will also be hosting a networking social at Blarney Stone in West Fargo.
(Tuesday) 8:30 am - 6:00 pm CST
Microsoft Campus - Fargo
One Lone Tree Rd, Fargo, ND 58104
Dynamic Communities
29aug(aug 29)9:00 am30(aug 30)3:00 pmAXUG Upper Midwest Regional Chapter Meeting
Join us at the annual AXUG Upper Midwest Regional Chapter Meeting at the Microsoft Fargo campus. This two-day conference will cover everything in both Microsoft Dynamics AX and Dynamics 365 for
Join us at the annual AXUG Upper Midwest Regional Chapter Meeting at the Microsoft Fargo campus. This two-day conference will cover everything in both Microsoft Dynamics AX and Dynamics 365 for Finance and Operations, including functional and technical tracks, Power BI, and any news/updates you might be interested in.
29 (Wednesday) 9:00 am - 30 (Thursday) 3:00 pm CST
Microsoft Campus - Fargo
One Lone Tree Rd, Fargo, ND 58104
Dynamic Communities
29aug11:00 am12:00 pmImplementing Dynamics 365 for Customer Engagement with the QuickStart Method
You can avoid a long software implementation timeline with the QuickStart offering from Stoneridge Software. During this webinar, you’ll learn how a CRM expert can get you up and running
You can avoid a long software implementation timeline with the QuickStart offering from Stoneridge Software. During this webinar, you’ll learn how a CRM expert can get you up and running with Dynamics 365 for Customer Engagement in only 10 days and at a fraction of the cost compared to more lengthy implementations. You’ll hear about what happens during each of the 10 implementation days and see an example of a CRM system that was put in place using the QuickStart method.
(Wednesday) 11:00 am - 12:00 pm CST
online webinar
Stoneridge Software
29aug6:30 pm8:30 pmAX Client Dinner
Join the Stoneridge Software team and other Dynamics AX users for dinner Wednesday, August 29 after the AXUG chapter meeting. We look forward to having you join us at the Tru
Join the Stoneridge Software team and other Dynamics AX users for dinner Wednesday, August 29 after the AXUG chapter meeting. We look forward to having you join us at the Tru Blu Social Club!
(Wednesday) 6:30 pm - 8:30 pm CST
Tru Blu Social Club
Stoneridge Software
september
11sep11:30 am12:30 pmDynamics GP - Inventory Management Features in Dynamics GP
Learn about the inventory management features available within your Dynamics GP investment. This session will uncover inventory set up and infrastructure available within GP and inventory management best practices. Features
Learn about the inventory management features available within your Dynamics GP investment. This session will uncover inventory set up and infrastructure available within GP and inventory management best practices. Features covered will include the Item Maintenance setup, Sites and Bins, and Alternate Item Numbers cross reference. Learn more about serial and lot tracking, kits and assembly, unit of measure setup, and min/max assignments. Real world examples will be presented on setting up GP as your inventory management system. This event is hosted by our subsidiary, DFC Consultants.
(Tuesday) 11:30 am - 12:30 pm
12sep(sep 12)8:00 am13(sep 13)5:00 pmDynamics GP - Report Design in Management Reporter
This training provides individuals with the knowledge and skills to build basic and advanced financial statements using Management Reporter. REGISTER HERE.
This training provides individuals with the knowledge and skills to build basic and advanced financial statements using Management Reporter.
12 (Wednesday) 8:00 am - 13 (Thursday) 5:00 pm
DFC Training Center
1320 1st Ave. N
This comprehensive training material provides you with an in-depth view of the extensive functionality contained within the Human Resources and Payroll applications. Besides learning the functionality, you will also learn
This comprehensive training material provides you with an in-depth view of the extensive functionality contained within the Human Resources and Payroll applications. Besides learning the functionality, you will also learn tips and techniques that can help make an implementation successful, and you will gain a thorough understanding of the HR and Payroll applications and its capabilities. The training material covers the setup of the Payroll and Human Resources modules. It covers the processing of Payroll checks, and the everyday tracking of Human Resources. It also covers the Applicant functionality found in Human Resources so you can track the necessary information to hire quality employees. The training material also discusses the Attendance functionality which can be used to track employee attendance and absences using time codes. The integration of Payroll and Human Resources is also a focus of this training material.
18 (Tuesday) 8:30 am - 20 (Thursday) 5:00 pm CDT
DFC Training Center
1320 1st Ave. N
18sep10:30 am11:30 amDynamics GP - How to Make Your Data Work for You with SalesPad Desktop
A full front-end order entry, purchasing, sales, and inventory management solution that fully integrates with Microsoft Dynamics GP, SalesPad Desktop is the complete package for distribution and manufacturing companies. Process
A full front-end order entry, purchasing, sales, and inventory management solution that fully integrates with Microsoft Dynamics GP, SalesPad Desktop is the complete package for distribution and manufacturing companies. Process orders more accurately and efficiently, while having full visibility into each step of your fulfillment. Simplify the lives of your customer service and sales reps by putting information at their fingertips with powerful Excel-style searching. Operating outside of Dynamics GP cuts down on your costs per seat and adds additional levels of security by removing warehouse employees from your accounting environment, and vice versa.
(Tuesday) 10:30 am - 11:30 am CDT
online webinar
19sep11:00 am12:00 pmMaximize the Impact of Dynamics 365 for Customer Engagement
During this webinar, you’ll learn how to maximize the impact of Dynamics 365 for Customer Engagement with a strategic plan that streamlines your processes and eliminates unnecessary manual entries. By
During this webinar, you’ll learn how to maximize the impact of Dynamics 365 for Customer Engagement with a strategic plan that streamlines your processes and eliminates unnecessary manual entries. By developing a roadmap for your business, you will see a higher ROI and increased efficiencies.
(Wednesday) 11:00 am - 12:00 pm CST
online webinar
Stoneridge Software
20sep11:30 am12:30 pmDynamics GP - Features in GP That You Should be Using, but Aren’t
Have you upgraded GP but haven’t had the time to check out the new features? This session will show you the most useful new features in GP 2016 that will
Have you upgraded GP but haven’t had the time to check out the new features? This session will show you the most useful new features in GP 2016 that will save you time and headaches! Everyone who has updated to GP 2016 should attend this webinar.
(Thursday) 11:30 am - 12:30 pm CDT
online webinar
26sep(sep 26)8:30 am27(sep 27)5:00 pmDynamics GP - Creating Reports with SQL Reporting
This course, Using Microsoft® SQL Server® Reporting Services with Microsoft Dynamics™ GP explores report design, creation, enhancement, and deployment. After reviewing this training, individuals will be able to: List the benefits
This course, Using Microsoft® SQL Server® Reporting Services with Microsoft Dynamics™ GP explores report design, creation, enhancement, and deployment.
After reviewing this training, individuals will be able to:
And much more!
26 (Wednesday) 8:30 am - 27 (Thursday) 5:00 pm CDT
DFC Training Center
1320 1st Ave. N
26sep10:30 am11:30 amOptimizing Management Reporter
During this webinar, Cory Severson will go over ways to lessen the amount of time you spend in Report Designer making your reports run smooth, look impressive, and display accurate
During this webinar, Cory Severson will go over ways to lessen the amount of time you spend in Report Designer making your reports run smooth, look impressive, and display accurate financial data.
(Wednesday) 10:30 am - 11:30 am CST
online webinar
Stoneridge Software
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