Learn how your sales team can convert leads to customers faster than ever with the new features and functionality included in the April release of Dynamics 365 for Sales. During this webinar, you’ll see first-hand how to take advantage of sales embedded AI, playbooks, and predictive scoring, and how these features can help you sell more effectively.

REGISTER HERE.

There’s nothing productive about manual, time-consuming processes. We’ve heard loud and clear from GP and Key2Act users about a few of those manual processes and we went to work to solve them. Join Kyle Rehome as he showcases four assistant tools built for GP and Key2Act.

System Activity Monitor for Dynamics GP – Automatically logs users out of Microsoft Dynamics GP after a set period of inactivity.

Reconcile Assist for Dynamics GP – Automates the reconcile process to occur after users have been automatically logged out of the system.

Maintenance Assist for Key2Act Equipment Maintenance – Automatically prioritizes and reschedules maintenance tasks that were not previously completed.

Tasking for Key2Act Contract Maintenance – This enhancement gives users one screen for finding and applying mass changes to the currently selected set of tasks, calls or material.

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Everyone has an AP document management problem.  But why implement a solution that only solves that one issue for just one department?

Whether you’re the CFO, AP Clerk, Accounting Manager, HR Manager, Sales or IT, you CAN spend less time managing your data.

Attend this webinar to learn about:

• Improving productivity in any department
• Accessing data anywhere, on any device
• Achieving significant cost savings
• Successful DocLink customers

Spend less time managing your data.  Register for this webinar to learn how you can connect your people, processes, and data, in every department, for a competitive advantage.

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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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Dynamics 365 Finance and Operations offers more functionality and apps to fit the needs of today’s corporations. During this session, you’ll see first-hand the top new features available and how they will benefit your organization.

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Join us at the 2019 Twin Cities CRM Chapter Meeting at the Microsoft Offices in Edina! This conference offers sessions on User Adoption, PowerPlatform, ClickLearn, and networking with other Dynamics professionals.

If you plan on attending, make sure to reach out to us here at Stoneridge. We can’t wait to see you there!

B2B businesses are all looking to dash ahead in the race to digital transformation. This shouldn’t come as a surprise. Every company today, no matter their industry, understands how critical it is to embrace digitization in a seamless and scalable way.

Nonetheless, most are also challenged when it comes to executing the steps that will help them reach this goal. Data challenges, customer experience demands, and systems that are not integrated are major, and sometimes unsurpassable, roadblocks that threaten to keep businesses stagnant.

Join Giuseppe Ianni, VP of Sales North America, from Sana Commerce for a live webinar where he will explain how maximizing the potential of your business operations and aligning that with your e-commerce strategy starts by using one critical tool: your ERP. He’ll explain how Sana can make it easier to build a scalable and efficient e-commerce engine that will drive sales and delight customers (without the back-end complications that come with duplicated or fragmented data).

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Learn the why, when and how of moving to the cloud. We’ll help you understand the benefits of a cloud-hosted ERP system compared to an on-premise system, how you can identify the right time to make the move and the available options.

• What is the cloud? How can Stoneridge help with the cloud.
• PowerGP Online
• Moving GP to private cloud
• Intelligent Edge
• Business Central Option

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Learn what to expect from the Microsoft Cloud when it comes to security, scalability, multi-tenant management, upgrades, and more.

This webinar will feature a 15-minute presentation and 15 minutes to answer your questions about the cloud.

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This training will cover Job Cost from Key2Act.

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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Join us at the 2019 Upper Midwest Regional Chapter Meeting at the Microsoft Campus! This conference offers two days of breakout sessions, integration tips, and networking with other Dynamics professionals. There will also be a breakdown of all of the new and upcoming features in the April release of CRM.

If you plan on attending, make sure to reach out to us here at Stoneridge. We can’t wait to see you there!

REGISTER HERE.

Join us at the Dynamics AX User Group in Fargo! The 2019 Upper Midwest Regional Chapter Meeting will be held at the Microsoft Campus. This conference offers two days of breakout sessions, integration tips, and networking with other Dynamics professionals.

If you plan on attending, make sure to reach out to us here at Stoneridge. We can’t wait to see you there!

REGISTER HERE.

With so many marketing automation solutions available today, how do you select the right one for an organization that uses Microsoft Dynamics 365? Join Stoneridge Software and ClickDimensions as we discuss how to have a successful marketing automation selection process.

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With Dynamics 365, Microsoft is fully integrating the digital workspace to offer a more collaborative and integrated system across all business applications and departments. Learn how your business can benefit when information flows freely between departments and systems, eliminating manual re-entry and streamlining processes and workflows.

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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.

This three-week Microsoft Dynamics 365 for Operations Development Workshop will be held online from 12 to 2 p.m. (CDT), Monday – Friday, May 20 through June 7. The class will not be held on Memorial Day, but classes will be extended by 15 minutes on certain days to make up for that time.

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:

• Visual Studio Overview
• AX Architecture
• Data Types & Tables
• User Interfaces
• Debugging & X++ Control Statements
• Objects & Classes
• Accessing the Database
• Exception Handling
• Security for Developers
• Working with Data
• Classes
• Forms
• Reports
• Data Entities

REGISTER HERE.

Introduction

This training provides individuals with the knowledge and skills to build basic and advanced financial statements using Management Reporter.

Audience

This training is intended for partners, end users, IT professionals or accounting professionals who build and maintain the organization’s financial reporting package. After reviewing this training, individuals will be able to:

-Explore the demonstration company and sample reports

-Export the sample reports as a template for their own report design

-Associate the building blocks in a variety of report definitions including row definitions, column definition, and reporting tree definitions

-Design basic report building blocks in Report Designer including trial balance reports, income Statements, variance reports, balance sheets, statements of cash flow, and consolidation reports.

-Discover the power and flexibility of reporting trees to present financial results at the responsibility level (i.e. by dimensions)

-Apply worksheet linking to report on data maintained in Microsoft Office Excel

-Use report output and distribution options including Report Viewer

-Implement security including customized roles, groups, and users

-Design reports that support XBRL

-Use the Report Wizard to create reports

Prerequisites

Before reviewing this training, it is recommended that individuals have:

General knowledge of the Windows operating system

Basic knowledge of accounting principles and procedures

Prior knowledge in building financial statements

Understanding of their specific XBRL reporting requirements

REGISTER HERE.

Looking to enhance your Microsoft Dynamics 365 investment? In this session, you’ll learn about three solutions with proven success boosting productivity within Microsoft environments. DSI ScanWorkX Enterprise’s hybrid supply chain approach allows for the efficiency of standard warehousing (WMS1) while utilizing only the Advanced Warehouse (WHS) features you need.  For less complex, WMS1-only warehouses, stock rooms, and retail organizations, DSI ScanWorkX Express is our new mobile supply chain app you can have running in days.  DSI Print Envoy integrates the Dynamics 365 Client and the Advanced Warehouse Mobile App to enterprise labeling software like DSI EPP, Bartender, Loftware, NiceLabel and CodeSoft without cut and paste ZPL scripts or complex coding.

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There are different advantages in the total cost of ownership between an on-premise software versus Business Central in the cloud. During this webinar, we’ll highlight how the cloud software pricing structure differs from traditional ERP software costs and where you can expect to save and spend money.

This webinar will feature a 15-minute presentation and 15 minutes to answer your pricing questions.

REGISTER HERE.

With Dynamics 365 Finance and Operations, 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.

REGISTER HERE.