Stoneridge Connect

April 13-16, 2020

Stoneridge Connect | Online

Thank you for joining the Stoneridge community for a week of sessions exploring valuable features, tips, best practices and all the ways you can get the most from your Dynamics solution and other Microsoft applications. We hope you gained a better understanding of how to not only capitalize on your current software system but also utilize the latest in technology to innovate your business.

View our session recordings

Event Schedule

Our Stoneridge Connect keynote and breakout sessions below are designed to be a la carte! You must register individually for each session you are interested in and you’ll receive a confirmation and calendar hold. Can’t make the session? Sign up anyway and we’ll send you a recording to view at your convenience!

Monday, April 13

 11:30AM – 12:30PM

Stoneridge Connect Online Keynote: Business Transformations and Pivot Points in History

Join Eric Newell, Stoneridge Software CEO, as he discusses turning points in business and in life. He’ll discuss the digital transformation and a historic look at the tremendous impact it can have on your business. You’ll then learn the story of one of the world’s most famous athletes who completely changed trajectory in his career and overnight went from the highest level of success to the lowest. Eric will dive into how drive and tenacity can help you, and your business, succeed no matter what pivot point you’re facing.

 Eric Newell, CEO

Tuesday, April 14

 8:30AM – 9:30AM

50 Tips for Management Reporter

Whether you’re new to Management Reporter, or you’re an experienced user, this session will give you new tips and tricks for generating reports.

 Cory Severson

 10:00AM – 11:00AM

Unleashing the Potential of Dynamics 365 Finance and Supply Chain – Tips, Tricks, and Underutilized Features

Dynamics 365 is a powerful tool, but are you using it to its full potential? During this session, you’ll hear tips, tricks, and easy wins to help maximize your use of D365 and work more efficiently. No matter which area of the system you use, you’ll leave this session with tools you can start using immediately.

 Scott Frappier

 11:30PM – 12:30PM

Boost Productivity and Efficiency in Dynamics NAV or D365 Business Central – Here’s How

During this session you’ll learn how to become more productive and efficient by using tools and features built into the system. We’ll dive into tips and tricks for bank red, cash flow, fixed assets, budgets, financials, and more.

 Marcus Haug

 1:00PM – 2:00PM

Extend Your Business Processes with Power Automate – Power Platform/D365 CRM

With the increasing number of data connections available, cross-platform automation is easier than ever before with Power Automate (formerly Microsoft Flow). During this session, you’ll learn how you can use Power Automate to integrate cloud and legacy systems, share data, and automate critical processes.

 Adam Hallbeck

 4:00PM – 5:00PM

Discussion Group & Social Hour:

Navigating Uncharted Waters and Disruptions to Your Business

When a tipping point or major disruption, such as COVID-19, occurs how does your company evolve? In this discussion, we will talk about your responses to the coronavirus and how it has impacted your business processes, automation, and the way your employees work. Attendees will also share views on how these uncharted waters might change your business in the future.

Join the Stoneridge team and your peers for an engaging and interactive discussion.

Wednesday, April 15

 8:30AM – 9:30AM

Techniques in HR and Payroll to Make Your Job Easier in Dynamics GP

Educate yourself with the tips and techniques that will make you a successful user of both the HR and Payroll modules and their capabilities. In this class, you will learn how to process payroll checks and track the necessary information in Human Resources including timecodes, accruals, pay codes, deductions and more. Additionally, you’ll hear about the 2020 changes to federal HR and Payroll regulations including EEP reports and the new W4 requirements.

 Michael Zerr

 10:00AM – 11:00AM

How to Develop a Project Plan for a Successful Transition to Dynamics 365 Finance and Supply Chain Management

Preparing for your upgrade from Dynamics AX to Dynamics 365 Finance and Operations is an integral part of the success of your upgrade project. Completing a detailed project plan is the first step toward moving to the cloud. This session will outline the project plan and what needs to take place on your team prior to the upgrade.

 David Boll, Paul Kjer

 11:30AM – 12:30PM

Data Visualization and Reporting with Power BI – D365 Business Central

Your Dynamics system has a wealth of data that can help you make better decisions and drive more business. Learn how to use Power BI, web services, and reporting tools to build visualizations and in-depth reports with your data.

 Sandy Westman

 1:00PM – 2:00PM

Beyond Sales and Marketing, How Companies are Using CRM in Unique Ways

Join the panel and hear how some of your peers are going beyond sales and marketing functionality and using CRM in extraordinary ways. They will share stories, tips and tricks, lessons learned and more.

 Melissa Erickson

 2:30PM – 3:30PM

Key Considerations for Change Management, User Adoption, and Training Strategies

Change management is one of the most important things to consider 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 challenges and achieve the results envision.

 Eric Newell, Sara Jo Justice

 4:00PM – 5:00PM

Discussion Group & Social Hour:

How to Build Processes Instead of Superheroes

Many companies have key individuals who are the superheroes of the organization, holding all knowledge of processes, information, and vital business data. What happens if that person is out for an extended period of time or leaves the company? This can leave your business scrambling to recover. During this discussion, you’ll hear scenarios when this happened and how those businesses were impacted. And we’ll discuss ideas and ways to break the superhero habit to ensure success long-term.

Join the Stoneridge team and your peers for an engaging and interactive discussion.

Thursday, April 16

 8:30AM – 9:30AM

You Better Reconcile! A Deep Dive into Reconcile Routines and Utilities in Dynamics GP

A deep dive into all different Reconcile Routines and Utilities in GP. From Customer and Vendor balances to batch totals, to make sure your general ledger accounts match up with each subledger, GP has a lot of ways to help you keep things in balances and accurate. Let’s talk about all the ways that you can use these tools, when and how often you should use them, and all the quirks around each process.

 Kyle Rehome

 10:00AM – 11:00AM

Unlocking Your Data with Power BI – D365 Finance and Supply Chain

Power BI allows you to create analytical reports and dashboards that sources data from your entire organization into one true view of your business.  During this session, we will show you the different Power BI technologies that exist in Dynamics 365, how each of these technologies can be integrated into your organization, and the creation of tiles and how they are displayed on workspaces in Dynamics 365.

 Scott Frappier

 11:30AM – 12:30PM

Best Practices for Managing Inventory in Dynamics NAV and Dynamics 365 Business Central

During this session, we’ll review inventory best practices, focusing on: integrating forecasting & replenishment, evaluating the impact of promotions, handling sporadic items, identifying surplus and excess inventory, managing consignment inventory, and initiating hub & spoke replenishment for better inventory and vendor position.

 Carrie Wiles

 1:00PM – 2:00PM

The Newest App on the Block: Portal Apps in the Power Platform

Canvas apps, model-driven apps, and now: portal apps! In this session, you’ll learn how to create your first CDS portal app, some best practices and design considerations to get you started, and how easy it is to work collaboratively with external customer, vendor, and employee networks.

 Michael Honeycutt

 2:30PM – 3:30PM

Drive Productivity and Communication Across all Departments – How to Utilize the Entire Microsoft Stack for Success

One of the benefits of using Microsoft products is the holistic view they have on making everything work together. Microsoft has put an emphasis on things like the Common Data Service (CDS) and other things to ease of integration and ultimately achieve one solution. Learn more about the applications and how they work together. 

 Eric Newell

 4:00PM – 5:00PM

Discussion Group & Social Hour:

Keys to Having a Growth Mindset for Continuous Learning

COVID-19 and the ongoing changes and updates have forced us all to think and work differently. During this discussion, we’ll open the mic to talk about what you have learned during this time frame and share ideas on how to continuously evolve and learn as time goes on.

Join the Stoneridge team and your peers for an engaging and interactive discussion.

Thank you to our 2020 Stoneridge Connect sponsors!

Diamond Sponsors

Quartz Sponsors

Granite Sponsors

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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.