Your Microsoft ERP solution helps you complete the transactions you need to keep business moving forward. But how are you connecting with your customers to ensure satisfaction, loyalty, and ongoing business? With Dynamics 365 Customer Service you can use built-in intelligence to deliver faster, more personalized service and provide your customers the experience they expect.

During this webinar, you’ll learn how technology can help you interact with your customers the way they want to reach you – whether that be through a chat bot, knowledge base, phone call, or email. From there, we’ll show you how that information flows seamlessly to the right person at your organization for fast action and resolution. Examples you’ll see during this presentation include:
• Real-time CSAT scores
• Increased ticket/Case closure rates
• Decreasing time-to-close/time-to-resolve
• Customer service escalations management

Dynamics 365 Customer Service integrates directly with all Dynamics ERP solutions (AX, Finance and Supply Chain. Business Central, GP) to provide a single solution for your entire business.

Over the last year, many businesses have been forced to find new ways to stay afloat. While eCommerce has boomed, it also creates new tax obligations that, if not well-planned for, open a business up to risk and lead to rocky customer service relationships.

Meanwhile, state governments are facing mounting debts. As the pandemic recedes, states will take action to regain financial health. How prepared is your company for an audit?

Understanding the ins and outs of sales tax compliance can be tricky for even the savviest business, but getting it right is crucial for success. Knowing where you need to collect tax, collecting the correct amounts, and properly documenting exempt sales are all key stages of the sales tax process. However, some steps get overlooked or handled incorrectly, leaving businesses exposed to potential penalties and fees in the case of an audit.

In this presentation, Karen Brudvig, a tax expert from Avalara, will review the five steps to managing sales tax and specific challenges that can plague manufacturers and other businesses. We will cover:

• Typical steps businesses should consider for sales tax compliance
• Impact of new sales tax legislation
• Tools to help you navigate the five steps

Join the conversation and learn how app makers are using the Power Apps component framework to create and build code components for model-driven and canvas apps. We’ll talk through how to get started, community resources, deployment, and more. Share your experiences and best practices with Power Apps during this interactive session.

Check out our upcoming schedule and more about Confab at /confab/

Join the conversation on LinkedIn or on Twitch

Find us on LinkedIn Live by following our page on Linkedin and tuning into our Stoneridge Software company page every other Thursday at 11 a.m. CT.

The financial core of a manufacturing operation touches every part of the business. Too many times the setup or structure isn’t well-thought-out or optimized, leading to issues and loss of value. During this webinar, you’ll hear pro tips on how to structure your chart of accounts and financial dimensions in Dynamics 365 Finance, along with how to best optimize, simplify, and report on your information.

Delivering a tailored message to the right person at the most opportune time is the goal for all marketers. During this webinar, you’ll learn how leading marketers are using Dynamics 365 Marketing to orchestrate customer journeys to build deeper relationships and deliver the right personalized messages. With one platform for marketing automation, you can gather the data you need to execute the strategies you have in place. From event management to automated email messaging, social media, web forms, lead scoring, and web intelligence – Dynamics 365 Marketing is the only solution your team needs.

Dynamics 365 Marketing integrates directly with all Dynamics ERP solutions (AX, Finance and Supply Chain, Business Central, GP) to provide a single solution for your entire business.

Choosing a new ERP or CRM solution is a stressful endeavor for any business that has long-lasting implications that affect the entire organization. Join the conversation where we discuss the keys to choosing the best ERP or CRM solution for your operation. We want to hear from you! What were your experiences implementing a business software solution? What is important for you to consider when choosing technology for your company? Join us on March 25.

Check out our upcoming schedule and more about Confab at /confab/

Join the conversation on LinkedIn or on Twitch

Find us on LinkedIn Live by following our page on Linkedin and tuning into our Stoneridge Software company page every other Thursday at 11 a.m. CT.

Detailed, accurate reports are key to evaluating success, accurate budgeting, understanding cash flow, and much more. Learn how today’s leading manufacturers are using real-time data to generate board quality reports to make better business decisions and understand the financial standing of the business.

About the Presenter:

Anne Kaese is a Senior Consultant and Analyst for the Dynamics AX/Dynamics 365 Enterprise team at Stoneridge Software. She was previously employed at HCL Inc. & Info Software where she was a Senior Analyst, Support Consultant and ERP, JIT and Finance subject matter expert.

The key to moving prospects through the sales cycle is to provide the information and resources they need while purchasing is on their mind. Learn how Dynamics 365 Sales gives your sellers real-time insights to prioritize customers and activities and streamline the sales process. During this webinar, you’ll see how D365 provides customer data and sales stage progression for valuable insights into each opportunity. You’ll also learn the benefits of a platform that offers:
• Mobility
• Presales/sales forecasting
• Opportunity Management
• Seamless sales to service handoffs

Dynamics 365 Sales integrates directly with all Dynamics ERP solutions (AX, Finance, and Supply Chain, Business Central, GP) to provide a single solution for your entire business.

Quality and compliance are vital to increasing sales, ensuring long-term customer satisfaction, and remaining in good standing with regulatory requirements. Learn how Dynamics 365 and ProBatch are helping batch manufacturers capture electronic signatures, manage a secure audit trail, reconcile labels, manage inspection plans and samples, and much more. After this webinar, you’ll understand how a modern technology platform can ensure consistently high production quality and keep you in compliance.

Harnessing the power of your data to make key decisions starts with a strong strategy around data storage and system integration. Join the conversation as we discuss the best strategies for implementing a data lake and how a data lake can help with:

• Data flow and integrations
• Data security and organization
• Analytics and Business Insights
• Machine Learning

Learn how a data lake can help your team collaborate, share information, and analyze data for actionable insights.

Learn how Dynamics 365 Finance and Supply Chain Management enables you to collect data from a variety of sources in order to analyze, summarize, and evaluate cost data. Learn how you can use this information to make key decisions related to price updates, budgets, cost controls and more.

About the Presenter:

Anne Kaese is a Senior Consultant and Analyst for the Dynamics AX/Dynamics 365 Enterprise team at Stoneridge Software. She was previously employed at HCL Inc. & Info Software where she was a Senior Analyst, Support Consultant and ERP, JIT and Finance subject matter expert.

Using a barcode scanner (aka mobile computer or mobile device) to manage retail inventory or a warehouse is a game-changer. Choosing a device and getting started with software can be a daunting task when looking at the myriad of options on the market.

Join this webinar as Mark Hamblin from Insight Works explains what to look for when choosing a barcode scanner. Mark will also introduce a free Warehouse Management System (WMS) app for Dynamics 365 Business Central to manage inventory using devices.

• Learn the key variables to consider when selecting a mobile device.
• Learn to receive stock, manage inventory, and fulfill orders using mobile devices.
• Receive an introduction to WMS Express, the free Warehouse Management System app for Business Central.

Attendees will have the opportunity to ask questions. Anyone is welcome to attend this webinar session. Can’t make it? No problem. Register anyway, and you’ll receive a link to the recorded session.

About the Presenter:

Mark Hamblin is President of Insight Works, a software development and consulting firm specializing in add-ons for Microsoft Dynamics NAV and Dynamics 365 Business Central. Insight Works is a leader in operational productivity improvement, focusing on helping manufacturing and distribution companies get the most out of Microsoft Dynamics.

How many roles at your organization are forced to spend time on mundane, time-consuming manual tasks? You can eliminate that unproductive work by implementing automated processes. Join the conversation as we discuss UI and Robotic Process Automation in the real world and how businesses of all sizes can take advantage.

• Create new accounts, customers, or input data from a mobile device into any system, even an outdated ERP solution
• Automatically generate service tickets in your customer service solution from web forms
• Automate testing

Learn how you can use UI flows to automate any action that previously required manual entry or a mouse click.

Improving inventory turnover is an ongoing process for all manufacturing operations. Learn how you can implement truly effective plans to optimize inventory practices, ensuring you have the right level of inventory on your shelves at all times.

About the Presenter:

Anne Kaese is a Senior Consultant and Analyst for the Dynamics AX/Dynamics 365 Enterprise team at Stoneridge Software. She was previously employed at HCL Inc. & Info Software where she was a Senior Analyst, Support Consultant and ERP, JIT and Finance subject matter expert.

The business world is changing faster than ever, and organizations are having to constantly reinvent themselves with never-before-seen levels of agility. Nowhere else is the impact of this being felt more acutely than in the office of Finance, where your role and service expectations are evolving at record levels. But you know this, as you live it every day. The question is how do Finance functions keep pace with this change? And more to the point, how can they play a proactive role in driving it?

Given these uncertain times, with CPM software, finance teams can quickly and effortlessly evaluate the crucial profitability measures at the individual product level, product line or even by project. Most importantly, CPM software can also help the Office of Finance evaluate ways to improve profitability and analyze the impacts that potential adjustments may have.

Join us for a webinar as we discuss the power of Microsoft Dynamics and Prophix to:

• Automate budgeting processes to focus on analysis and insight
• Mitigate risk by developing what-if scenarios
• Forecast across multiple business units, departments, and regions
• Consolidate data sources to streamline processes with one version of the truth
• Build intuitive financial and operational models to support evolving strategy

This solution integrates with D365 Finance, D365 Business Central, Dynamics AX, Dynamics NAV, and Dynamics GP.