Take your customer service to the next level with case functionality in Dynamics 365. By setting up automation, you can save your customer service representatives time and gain better insights into customer satisfaction and satisfaction KPIs. We’ll cover features such as auto-creation, service level agreements, timer, entitlements and new the KnowledgeBase.

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You already own them, why not use them?

In this session, you will get an overview of workflows available in Dynamics GP, workflow roles, and a sample of how to set them up.

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This workshop is designed to help your team understand how security works in D365 Finance and Operations, how to set up security measures, and the different security methodologies.

This class will take place every day from 9 a.m. to 4:30 p.m., July 9 – 10.

Course Outline:

• Intro
• Security concepts
• Dynamics AX application security (user setup with security, security role forms, customizing security)
• Implementation methodologies
• Review of methodologies
• Lab of each methodology type

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With Dynamics 365 Business Central, all businesses can take advantage of the benefits of ML and AI and use those insights and technologies to change the business landscape, become more efficient, and reduce manual processes. Learn the differences between ML and AI and see how businesses today are using this technology.

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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.

Audience

This training material is targeted toward administrators, implementers, consultants, and end-users who need to understand the technical aspects of using the Microsoft Dynamics GP Human Resources and Payroll modules and want to gain the ability to manage employee and applicant information. Direct Deposit is also covered in this training material. This training material focuses on an integrated Human Resources and Payroll system.

At Course Completion

After completing this training material, individuals should be able to:

– Use Payroll Setup windows to customize the application to organizational needs

– Understand the available global setups that are available in Human Resources

– Set up Benefits and Deductions in Human Resources and Payroll

– Set up Attendance including time codes and accruals and how they are attached to employees

– Create pay codes, deduction codes, benefit codes, taxes and other employee-related items used to calculate Payroll checks

– Assign methods to calculate vacation and sick time for employees

– Process, generate and void Payroll checks for employees

– Use Human Resource Employee windows and be familiar with how they may be used to track necessary data about employees

– Use the Applicant system to better suit your organizational needs

– Use miscellaneous Payroll and Human Resources tools such as Payroll Gross-Up, To-Do Lists, and Compensation Management

– Create Human Resources and Payroll report options and produce desired reports

– Print numerous other Payroll documents such as W-2’s, 1099R’s and others

– Use Direct Deposit instead of generating checks for certain employees

– Close the Payroll year and prepare the system for the next year

Prerequisites

Before attending this training material, it is recommended that individuals have:

Some working knowledge of Microsoft Dynamics GP

Some basic understanding of Payroll law and regulations

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Join Will DiGiovanni on a webinar focusing on two of Greenshades’ most popular solutions. Find out how the online employee portal can revolutionize your HR and Payroll processes across multiple departments and empower your employees. In addition, Payroll departments can breathe a sigh of relief at seeing how easy payroll taxes can be with the Greenshades Payroll Tax Service. This webinar will be a demonstration highlighting the simplicity of these client-driven solutions.

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Change is constant in business today and it’s especially challenging when you are implementing a new ERP or CRM system. Join Eric Newell as he talks about what users experience during change and strategies you can use to overcome objectives and achieve the results you want from that change.

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Dynamics 365 Finance and Operations One Version will help you stay current in a consistent, predictable, and seamless manner – but what does that mean for users? During this webinar, you’ll learn the cadence of updates, how they are implemented, and what your part is. You’ll leave with an understanding of how to prepare, plan, manage, and implement updates moving forward. We’ll also be answering any questions you have about One Version for FinOps.

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Current Dynamics NAV users are at a crossroad – remain on-prem or move to the cloud with Business Central. Learn about the advantages of moving to Business Central including how the Microsoft cloud benefits your business, cost of ownership, new functionality, and more.

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