If you’re using Dynamics 365 for Customer Engagement (CRM) and haven’t transitioned to the new Unified Interface, you’re missing out on new features and functionality that make the system easier to use and improve efficiencies with your users. Join Jason Durfee as he highlights the new navigation and views within the Unified Interface and showcases system updates. You’ll learn best practices for using the Unified Interface and how to transition your system to the new UI including code review, cleanup, and more.

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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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The new Unified Interface for Dynamics 365 Customer Engagement includes form updates that help users navigate the system and find information faster than ever. During this 15-minute webinar, you’ll get an overview of the form changes including: 

• Tabs 
• Quick create 
• Clutter reduction 
• White space reduction 
• Reflow 
• Custom controls 
• And more 

We’ll save 15 minutes to answer your questions about the form updates.  

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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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User navigation and views within Dynamics 365 has changed with the Unified Interface. During this 15 minute webinar, you’ll see the new location of the navigation bar, how to view recently accessed records, options for chart views, and much more.  

 We’ll save 15 minutes to answer your questions about user navigation and views.   

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Location: Microsoft Offices, Edina, MN

Time:  Networking from 8:30 to 9:00.  Meeting from 9:00 to Noon

Agenda:  All about Add-ons

• Twillio
• Paribus
• PowerPacks
• Customer Insights
• Peak Portals
• More

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If you’re new to Microsoft Dynamics GP, this series of classes will introduce you to the software and show you the basic elements. Throughout the week you will be introduced to the general ledger, payables management, receivables management, and bank reconciliation. Upon completion, you will have full knowledge of the GP financial module and will be able to perform basic and advanced functions.

Day One: Introduction to Microsoft Dynamics GP

This one-day course explores the basic elements of Microsoft Dynamics GP. Topics covered during this session include system and company setup procedures, how to use reports and inquiries, how to use SmartList to expand inquiry and analysis capabilities and tips for the user to personalize Microsoft Dynamics GP to streamline business practices.

Day Two: General Ledger in Microsoft Dynamics GP

This course explores the accounting cycle and the processes required to enter financial data into the system. It covers how to set up general ledger accounts, enter general ledger transactions, and post the transactions. This course also shows how to perform additional functions such as account reconciliation, budgeting, allocation, period-end procedures, and year-end closing procedures.

Day Three: Payables Management in Microsoft Dynamics GP

The one-day Microsoft Dynamics® GP Payables Management course examines the accounting cycle and the processes required to enter vendor invoices and process checks. This course also shows you how to perform additional functions such as adjustments, prepayments, month-end closing, and cash flow control. A thorough understanding of these topics allows for capitalizing on vendor discount dates to reduce accounts payable liabilities and easily select the right vouchers for payment by date, vendor, number, or custom query to control cash outlay. This course also provides guidance on how to define default values that automatically populate data fields and how to gather the information needed to make better business decisions by exploring powerful inquiry and lookup functions.

Day Four: Receivables Management in Microsoft Dynamics GP

The one-day Microsoft Dynamics GP Receivables Management course explores the accounting cycle and the processes required to enter invoices and receive payments from customers. This course also explains how to perform additional functions such as entering credit memos, prepayments, small balance write-offs, print customer statements, enter and void scheduled payments, and month-end closing procedures.

Day Five (half day): Bank Reconciliation in Microsoft Dynamics GP

This half-day course explores the processes required to manage cash receipts, cash disbursements, and other transactions that affect checkbook balances. It also shows you how to perform the checkbook reconciliation process in the Bank Reconciliation module, ensuring the accuracy of your financial data and its relation to your financial institution statements.

This class runs from 8:30 a.m. – 5 p.m. Monday – Thursday, and 8:30 a.m. – Noon on Friday. If you would like to register for a single day class, please email solutions@stoneridgesoftware.com.

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Prior to the Unified Interface for Dynamics 365, a user’s view could change depending on which device was used to access the system. Now that has all changed. Join this 15 minute webinar to see how to customize views and experiences based on roles and users, and how that customization is consistent across all devices.  

We’ll save 15 minutes to answer your questions about the role-based views.   

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This training will cover Job Cost from Key2Act. The class will run from 8:30 a.m. – 5 p.m. on Tuesday, and 8:30 – Noon on Wednesday.

At completion, attendees will learn:

• Job Cost Overview: Overview and Introduction to the functionality of Key2Act Job Cost. How to Navigate the system and what the Symbols represent What the Process Flow consists of and what the key windows and fields are in the system. How the HELP Menus can assist the end user.
• Creating and Importing Jobs: How to create a job, what are Contract/Billing Types, Selecting Cost codes, Create Bill Codes, Create and Use Job Templates.  Attach notes and documents to a job
• Managing Jobs: How to view and navigate the Job Status window and all of the tabs involved.
• Transactions and Adjustments, Estimate Import: How to create an estimate to a job and to create a forecast revision entry. How to transfer a service call to a Job
• Creating a project: How to create a Project
• Month End Job Cost Procedures: How to close the jobs, month and POC process. WIP reconciliation Tool

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Business process flows within Dynamics 365 CE help to ensure that all users enter data consistently and follow the same steps within the system. They also showcase stage a sales lead, or customer service request is currently in. This 15-minute webinar will show you how Business Process Flows have changed in the Unified Interface and how you can use the functionality to better manage your processes.  

We’ll save 15 minutes to answer your questions about Business Process Flows.  

REGISTER HERE

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