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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In this session we’ll teach you to author and execute test cases which can be used for functional validation. We’ll show you how to create and record a new scenario in BPM, add validation checkpoints and collect information from test cases for later use.
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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
REGISTER HERE.
This workshop is designed to help your IT professionals understand how to maintain each of the components of your Dynamics AX environment. Our experts will show you how to best manage your Dynamics AX environment and teach you best practices for installation, configuration, managing and troubleshooting your Dynamics AX deployment. This class will take place every day from 9 a.m. to 4:30 p.m., June 18 – 20.
Course Outline:
- Intro
- Environment Management
- System Administration
- Integration Overview
- Development Overview
- Code Deployment
- Performance
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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.
REGISTER HERE.
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.
REGISTER HERE.
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:
- 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.
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!
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.
REGISTER HERE.
Join us for a welcome reception on Wednesday, April 18 from 6-8 p.m.to kick off Stoneridge Connect 2019! Enjoy drinks and appetizers while networking with fellow attendees, add-on solution providers, and the Stoneridge Software team.