Stoneridge Announces Session Topics at Annual Client Conference – April 27 in Minneapolis

by | Updated January 2, 2018 | Dynamics 365 for Finance and Operations, Dynamics AX, Dynamics CRM, Dynamics NAV, News

Stoneridge Connect 2017, an annual conference hosted for clients, will take place at the Minneapolis Marriott West on Thursday, April 27. We’re pleased to host a variety of topics and session tracks covering Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV and Microsoft Dynamics CRM.

Our consultants are excited to share their knowledge and ensure Stoneridge clients head back to the office armed with new tips, tricks, and knowledge to make process improvements for greater efficiency.

Click here for the event schedule and registration details.

Dynamics AX (Dynamics 365 for Operations)

Platform and Development Environment changes in Dynamics 365 for Operations – 10:00 a.m.

Are you considering moving to Dynamics 365 for Operations? In this session, we will tell you about the deployment options available, client/server architecture changes, code management improvements and differences in the developer experience for Dynamics 365 for Operations.

Making Sense of Your Options in Warehouse Management – 11:00 a.m.

The Warehouse Management capabilities available in Dynamics 365 for Operations have many businesses asking, “Which WMS solution is the best fit for our organization?”. We will review the Warehouse Management timeline and options available across versions, show some of the new Advanced WMS features and discuss situations where we recommend the Advanced WMS approach.

What You Should Know About Dynamics 365 Transition Options – 1:00 p.m.

If you are on Dynamics AX 2009 or Dynamics AX 2012, this session will cover your options to transition to Dynamics 365 for Operations. We will discuss license transition and incentives, data migration options and tools and the critical requirements you need to incorporate into your annual planning.

Building a Power BI Sales Report with Data Entities – 2:30 p.m.

With all of the talk about Dynamics 365 for Operations and data entities, there is a hidden gem in Dynamics AX 2012 R3—data entities! In this session, we will talk about the new data entities feature in AX 2012 R3 CU 11. We will also review the various entities available and teach you how to setup, configure and publish an entity store. Finally, we will create a sales report in Power BI based on sales entities.

Dynamics NAV (Dynamics 365 for Financials)

Dynamics NAV Best Practices – 10:00 a.m.

We want to ensure you’re getting the biggest return on your Dynamics NAV investment. We will share the most common support requests we receive and teach you how to resolve them. We will also talk about recent product modifications that are inspiring ideas and resulting in improved efficiencies.
Concurrent Round Tables – 11:00 a.m.
▪ Integrating Microsoft Dynamics NAV with Microsoft Dynamics CRM
▪ Manufacturing Best Practices
▪ Maximizing the Value of the Role Tailored Client
▪ Dynamics Licensing, Add-on Solutions, and Upgrade Considerations

Dynamics NAV Roadmap, Transition Path Options and What’s New in Dynamics 365 for Financials – 1:00 p.m.

Microsoft has added some great new features to Dynamics NAV and announced several changes in regard to licensing. We will show you these features, review the roadmap for future releases and discuss Dynamics 365 for Financials and how it relates to your current Dynamics NAV license. We will also talk about upgrades—should you upgrade now or wait, licensing considerations and how to best plan for your upgrade.

NAV Interactive Forum – 2:30 p.m.

This is your chance to put the Stoneridge team to the test. In this interactive session, you can ask the questions that matter to you and your business. The open dialogue will allow you to engage and share best practices with other NAV users as well as Stoneridge experts.
Dynamics CRM (Dynamics 365 for Sales and Marketing)

Dynamics CRM (Dynamics 365 for Sales)

Using Portal Capabilities in Dynamics 365 – 10:00 a.m.

Dynamics 365 portal capabilities enable you to provide customers, partners or other external users access to select Dynamics 365 data. In this session, we will show you the available base portals, teach you how to easily setup a portal without a developer and select the data you want to share externally. We will also discuss the security options available for controlling access.

Dynamics CRM/AX Integration Options – 11:00 a.m.

Do you have Dynamics CRM and Dynamics AX? Are you thinking about adding one or the other to your organization? We will discuss integrating the products to gain efficiencies in your organization. We will also discuss various options for integration and provide insight about the available integration technologies.

Dynamics 365 Sales & Service Use Cases and Licensing – 1:00 p.m.

In this session, we will explore the best reasons for using Dynamics 365 Sales and Service (CRM) functionality by uncovering the top 10 little-known features that make a big difference for your sales and service teams. We will also cover licensing scenarios and discuss on-premise versus online with Dynamics 365.

Field Service for Dynamics 365 – 2:30 p.m.

If your business relies on installation, inspection or repair services conducted by field technicians, Dynamics 365 Field Service can help you optimize dispatching and work management at client sites. We will discuss the creation of work orders, efficiently finding and scheduling the best resources for each work order, and the use of mobile technology to communicate effectively with field technicians and management.

 

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About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

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