Client Resources
As a client of Stoneridge Software we want to make it as easy as possible for you to take advantage of the benefits of our partnership. On this page you’ll find a links to relevant information for interacting with us as well as other valuable resources we recommend.
Support Portal
If you’re taking advantage of Stoneridge Software Support Services, access your client portal here. You can review current tickets as well as your complete history, so you can get fast answers and determine trends/meta issues.
Pay Invoice
Our partnership process involves weekly invoices for consultant hours, so that the billable work completed is fresh in the minds of both teams. You’ll also receive monthly statements. You can remit funds electronically by setting up your banking information with our accounts receivable department. If you want to pay via e-check or credit card, please refer to the instructions sent with your invoice or contact our accounts receivable department.
Blog
There’s nothing we love more than sharing what we know about Microsoft Dynamics, business and technology topics, tips and tricks, shortcuts, hot fixes, updates and more! Check out out blog and subscribe for a weekly notification of updates.
Confab
Confab with Stoneridge is a livestream get together where Stoneridge Software team members and experts discuss a variety of topics related to technology, Dynamics products, Microsoft news, business leadership, and more. We love learning how to make businesses run more efficiently in any way! Confab is a way to share these ideas with you and hear your opinions too.
FastTrack for D365 Tech Talks
FastTrack TechTalks provide technical and functional best practices and guidance for Dynamics 365 deployments.
Microsoft Dynamics 365 Community
Quickly customize your community on this Microsoft site to find the content you seek. Get help on your Dynamics 365 application solutions from qualified experts in the forums, read blogs and how-to articles.
Imagine Academy
Providing the technology skills and certifications for students of any age.
Microsoft Docs
Microsoft Docs is the home for Microsoft documentation for end users, developers, and IT professionals. Check out our quick starts, tutorials, API reference, and code examples.
Dynamics AX & Dynamics 365 Finance and Supply Chain Resources
Technet
Financial Management
Supply Chain
Human Resources
Microsoft Learn
Imagine Academy Resources AX/D365
The information below all comes from the Microsoft Imagine Academy. If you’ve signed up for CustomerSource, you should have access to this. Let us know if you need assistance getting access.
https://www.microsoft.com/en-us/education/imagine-academy/default.aspx
Task Recorder
General Ledger
General Ledger in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition
Cash and Bank Management
Cash and Bank Management in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition
Budgeting
Budgeting in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition
Quote to Cash
Accounts Receivable
Accounts Receivable in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition
Customer and Vendor Relationships
Manage Customer & Vendor Relationships in Microsoft Dynamics 365 Enterprise for Finance & Operations
Sales and Marketing Overview and Managing the Process
Overview of the Sales and Marketing Module in Microsoft Dynamics 365 for Operations
Set Up the Sales and Marketing Module in Microsoft Dynamics 365 for Operations
Manage the Sales Process in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition
Manage Sales with Sales and Marketing in Microsoft Dynamics 365 for Operations
Case Management
Perform Case Management in Sales and Marketing in Microsoft Dynamics 365 for Operations
Additional Sales and Marketing Tools
Maintain Additional Sales and Marketing Tools in Microsoft Dynamics 365 for Operations
Contacts
Manage Contact Information and Activities in Microsoft Dynamics 365 for Operations
Prospects and Leads
Manage Prospects in Sales and Marketing in Microsoft Dynamics 365 for Operations
(Optional) Track Leads and Opportunities in Microsoft Dynamics 365 for Operations
Telemarketing and Campaigns
(Optional) Create and Maintain Telemarketing and Campaigns in Microsoft Dynamics 365 for Operations
Procurement and Sourcing
Accounts Payable
Accounts Payable in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition
Vendors and Customers
Set Up and Maintain Vendors in Microsoft Dynamics 365 for Operations
Manage Customer & Vendor Relationships in Microsoft Dynamics 365 Enterprise for Finance & Operations
Purchase Order Process
Manage the Purchase Process in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition
Inquiries, Reports and Other Purchase Order Tasks in Microsoft Dynamics 365 for Operations
Purchase Requisitions
Create and Manage Purchase Requisitions in Microsoft Dynamics 365 for Operations
Purchasing Workflows, Policies and Signing Limits
Configure Purchasing Workflows in Microsoft Dynamics 365 for Operations
Configure Purchasing Policies and Signing Limits in Microsoft Dynamics 365 for Operations
Idea to Product
Configure Products and Inventory
Configure and Manage Products and Inventory in Dynamics 365 Enterprise for Finance and Operations
Inventory Costs
Introduction to Inventory Costs in Microsoft Dynamics 365 for Finance and Operations
Weighted Average Valuation in Microsoft Dynamics 365 for Finance and Operations
FIFO Valuation in Microsoft Dynamics 365 for Finance and Operations
Moving Average Valuation in Microsoft Dynamics 365 for Finance and Operations
Standard Cost in Microsoft Dynamics 365 for Finance and Operations
LIFO Valuation in Microsoft Dynamics 365 for Finance and Operations
Inventory Posting and Reconciliation
Inventory Postings in Microsoft Dynamics 365 for Finance and Operations
Inventory Insights and Reconciliation in Microsoft Dynamics 365 for Finance and Operations
Advance Warehouse Management
Introduction to Warehouse Management
Introduction to Warehouse Management in Microsoft Dynamics 356 for Finance and Operations
Setup and Configuration
Warehouse Layout in Microsoft Dynamics 365 for Finance and Operations
General Warehouse and Product Setup in Microsoft Dynamics 365 for Finance and Operations
Reservation Hierarchies in Microsoft Dynamics 365 for Finance and Operations
Location Directives and Work Templates in Microsoft Dynamics 365 for Finance and Operations
Outbound Process Setup in Microsoft Dynamics 365 for Finance and Operations
Purchase Order Receipts and Put Away
Purchase Order Receipts and Put Away in Microsoft Dynamics 365 for Finance and Operations
Sales Order Picking and Shipping
Sales Order Picking and Shipping in Microsoft Dynamics 365 for Finance and Operations
Transfer Orders
Transfer Orders in Microsoft Dynamics 365 for Finance and Operations
Cycle Counting
Cycle Counting in Microsoft Dynamics 365 for Finance and Operations
Optional Training
(Optional) Cluster Picking in Microsoft Dynamics 365 for Finance and Operations
(Optional) Manual Packing and Containerization in Microsoft Dynamics 365 for Finance and Operations
(Optional) Cross-Docking in Microsoft Dynamics 365 for Finance and Operations
Transportation Management
Introduction to Transportation Management in Microsoft Dynamics 365 for Operations
Core Transportation Management Setup in Microsoft Dynamics 365 for Operations
Order to Cash with Outbound Transportation in Microsoft Dynamics 365 for Operations
Driver Management in Transportation Management for Microsoft Dynamics 365 for Operations
Procure to Pay with Inbound Transportation in Microsoft Dynamics 365 for Operations
(Optional) Transportation Tariff Setup in Microsoft Dynamics 365 for Operations
(Optional) Transportation Routing Setup in Microsoft Dynamics 365 for Operations
Dynamics Forums
Learn more from Dynamics experts and peers in forums:
Start the Conversation
It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.