Stoneridge Connect

October 19-22, 2020

Stoneridge Connect | Online

Join 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. You can count on gaining better understanding of how to not only capitalize on your current software system but also utilize the latest in technology to innovate your business. 

Who Should Attend?

  • Business leaders interested in learning more about engaging customers, empower employees, optimizing operations, Power Platform, Artificial Intelligence, and Machine Learning
  • Current Dynamics users – Dynamics 365, AX, NAV, GP, CRM
  • Finance
  • Marketing and Sales
  • Analyst
  • IT
  • Programmers/Developers
  • Operations
  • Technology-focused individuals interested in digital transformation

Thank you to our 2020 Stoneridge Connect Sponsors!

Diamond Sponsors

Logo-emfluence
Stoneridge connect | minneapolis
Logo_ax-skg
Logo_ax-wolters
Avalara
Logo_nav-lanham
Logo_ax-sps
Icon_gp-rockton
Icon_gp-integrity
insightsoftware jet

Quartz Sponsors

Concurrencylogo_grey

Granite Sponsors

Logo_ax-fastpath
png insight works
Icon_gp-panatrack
prophix sig 1col spot 185

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!

View the daily schedule below, or click on the session track names for a summary of topics in each area:

Monday, October 19

 10:00AM – 11:00AM

A New Lens on Business: How a Forced Perspective Can Transform Your Future

Session Tracks: Keynote

 Adam Hallbeck, Pre-Sales Architect

 Eric Newell, CEO

 Marcus Haug, Pre-Sales Architect

 Scott Frappier, Pre-Sales Architect

Adam_hallbeck
Eric_newell
Haug-marcus_profile-300x300-1
Scott frappier

 11:15AM – 11:45AM

Accelerate Your Finance Processes with Continia – Accounts Payable Automation and Expense Management for NAV/BC

Session Tracks: Dynamics 365 Business Central, Dynamics NAV

Built for and inside Microsoft Dynamics, the Continia products leverage the power of the ERP and automation to improve your finance processes. Available for all versions of NAV and Business Central. We will show you how AP Automation, Expense Management and Document Approval can help to accelerate your finance processes.

 Chris de Visser, CEO of North America at Continia

continia logo

To Integrate or Not To Integrate

Session Tracks: Dynamics 365 Business Central, Dynamics NAV, Dynamics 365 Customer Engagement,  Dynamics GP

To Integrate your systems or not? That shouldn’t be a question! Integration can be complex and doesn’t always mean moving data. In this session we’ll see how eOne’s tools SmartConnect and Popdock fit into your Microsoft Dynamics Integration strategy. We’ll discuss when it makes sense to actually generate data (handle full integration) vs. when and how you can display data to provide visibility without moving any data…such an important requirement when we pay dearly for our cloud space, eh? Join us to see how you can seamlessly integrate your cloud applications with Dynamics 365 Business Central, Customer Engagement, or Dynamics GP without code for your unique requirements.

 Mary Charuhas, Partner Development Manager at eOne Solutions

Rod O’Connor, Product Specialist at eOne Solutions

eone solutions logo

Microsoft Dynamics and Marketing Automation for Advanced Marketing and Sales Users

Session Tracks: Dynamics 365 Customer Engagement

Want to better understand your buyers and their motives so that you can make the most of your sales and marketing efforts? Leveraging Microsoft Dynamics and the emfluence Marketing Platform, this interactive session will teach you how to gather data from Dynamics, your marketing automation platform, your digital marketing sources, sales team, support team and more to build a true picture of your customers’ unique journey, plus we’ll show you how to put that map to work to build more successful sales and marketing campaigns for the future.

 Natalie Jackson, Marketing Director at emfluence

emfluence logo

 12:00PM – 12:45PM

Improve Field Service Delivery and Increase Customer Satisfaction

Session Track: Field Service

To keep up with the competition you need to ensure customer satisfaction while maintaining employee utilization levels, providing quality, and increasing profits. Learn why companies that deploy technicians or employees to locations outside the office are moving to Dynamics 365. With modern, user-friendly technology, you can immediately take advantage of a solution that connects the field to the office, reduces manual entry, and increases job completion rates. You’ll see how Dynamics 365 addresses: Creating new cases and generating work orders, managing scheduled maintenance, managing and scheduling resources, and mobile capabilities.

 Adam Hallbeck, Pre-Sales Architect

Adam_hallbeck

Financial Period End Tips and Tricks

Session Track: Dynamics 365 Finance and Supply Chain Management

Businesses are changing and the pressure to close out the books is an ever-present pressure on the finance team.  Add in the demands for reporting and accuracy, if not a wand, and the finance team have their hands full at period year.  In this presentation, we will review some best practices and some ideas with tips and tricks to help the finance professionals.

 Anne Kaese, Senior Consultant

 Kim Nelson, Senior Consultant

Anne_kaese

Updates from Microsoft: Transition Tools and What’s New in Business Central

Session Tracks: Microsoft Dynamics GP, Dynamics 365 Business Central

Join Jennifer Ranz, Senior Program Manager at Microsoft, and Chad Sogge, Director of SMB Migrations at Microsoft, as they provide insight into the tools available for Dynamics GP clients to transition to Dynamics 365. You’ll also learn about some of the new features and functionality coming in the fall release of Business Central that will help your users become more efficient.

 Chad Sogge, Director of SMB at Microsoft

 Jennifer Ranz, Senior Program Manager at Microsoft

microsoft logo

 1:00PM – 1:30PM

Project Accounting vs. Project Cost – What you need to know.

Session Track: Dynamics GP

If you need a way to manage, track, and report on projects in Dynamics GP, then you may be doing some research on what solutions would be best for your business. Some things you should consider: Does it need to integrate with Accounts Payable? Is it DCAA or FARS compliant? What are the reporting capabilities? Both can manage and track your projects. Both work with GP. Both have reporting capabilities. We will dive into the key differences as well as a sneak-peek into Project Cost.

 Ginger Myers, Sr. Project Cost & Dynamics GP Implementor at Rockton Software

 Amiee Keenan, Director of Business Development at Rockton Software

rockton logo

Automate EDI with Dynamics GP, SalesPad, NAV/BC and AX/F&O

Session Track: Dynamics AX, Dynamics NAV, Dynamics GP, Manufacturing

Working with retailers like Target, Home Depot, Amazon and Wayfair? Or are you growing and need to automate a complex retail supply chain? SPS Commerce has the largest retail network AND 1500 dedicated EDI and supply chain specialists to provide a full-service EDI experience. Join Judy Weston, Strategic Channel Sales Manager to explore how a full-service, built for Dynamics solution can streamline your supply chain processes.

 Judy Weston, Strategic Channel Sales Manager at SPS Commerce

sps commerce small logo

Take Control of Your Data: Past, Present, and Future

Session Track: Dynamics 365 Finance and Operations, Dynamics 365 Business Central, Dynamics AX, Dynamics NAV, Dynamics GP, Business Leadership

The average business has 7 different systems responsible for storing data, not just their ERP. In this session, we look at how you can use data warehousing to effectively manage your data across your complete technology stack, better enable system migrations, and future-proof your reporting. We also look at how you can leverage data warehouse automation to quickly manage and customize your BI project, as well as developing cubes to enable fast ad hoc reporting and powerful data visualizations.

 Aaron Straughan, Senior Channel Manager

 Matthew Fischer, Senior Solutions Engineer

insight software small logo

 2:00PM – 2:45PM

Best Practices for Work Order Planning and Routing for Field Service Companies

Session Track: Field Service

Frequently, field service companies struggle with a disjointed intake process, have critical job details missing on work orders, or face complex scheduling issues. During this session, you’ll learn how to optimize Work Order creation using templates and how to identify appropriate resources for each job.

 Jeff Spehn, Senior Consultant

Spehn

CI in 45: D365 Customer Insights Showcase

Session Track: Dynamics 365 Customer Engagement

Do you have critical customer data in multiple databases? Are you looking to consolidate true customer profiles and use machine learning capabilties to drive predictive sales, marketing, or service? This ‘CI in 45’ session will give you the ins and outs of using Customer Insights across multiple data sources, as well as provide a glimpse into the power Customer Insights provides organizations of any size.

 Kaylee Pekarek, Consultant

Kaylee pekarek

Employee Experience with Company ERP Implementations and Recommendations to Improve Employee Satisfaction

Session Track: Business Leadership

From technology, to strategy and project timelines, there are many sides to an ERP implementation. However, the most overlooked area may be the impact on your employees. During this session, Dr. Lawton-Thesing will dive into his doctoral dissertation examining the impact of ERP implementation on employee retention and satisfaction. You’ll hear real implementation stories and learn how you can avoid employee turnover and dissatisfaction during an ERP implementation at your organization.

 Andy Lawton-Thesing, Developer

Andy_thesing

 3:00PM – 3:45PM

Manufacturing Automation and Integration

Session Tracks: Manufacturing, Dynamics 365 Finance and Supply Chain Management

Learn how industry-leading manufacturing operations are becoming more efficient through system automation and integration.

 Scott Frappier, Pre-Sales Architect

Scott frappier

Power Automate Tips and Tricks

Session Track: Power Platform

Power Automate helps you reduce or eliminate manual processes, boost productivity, and use technology to your advantage. Learn the ins and outs of Power Automate and leave with practical tips and tricks to get you started today.

 Michael Honeycutt, Solution Architect

Michael_honeycutt

What’s in My Warehouse? Inventory Best Practices

Session Track: Dynamics 365 Business Central

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

 Carrie Wiles, Director or Support

Wiles-carrie_profile

Tuesday, October 20

 10:00AM – 10:30AM

Effective Remote Meetings and Training

Session Track: Business Leadership

We have all had to adjust to a world where working out of the office has become the norm. But that doesn’t make it easy. During this session, you’ll learn how to make remote meetings and training more effective.

 Anne Kaese, Senior Consultant

 Eric Newell, CEO

Anne_kaese
Eric_newell

 10:00AM – 10:45AM

Advanced Power Platform: Customer Portals, PVA, and AI models

Session Track: Power Platform

The Power Platform is changing the way businesses interact with vendors and clients. Learn how you can take advantage of customer portals, virtual agents, and AI.

 Adam Hallbeck, Pre-Sales Architect

 Marcus Haug, Pre-Sales Architect

 Scott Frappier, Pre-Sales Architect

Adam_hallbeck
Haug-marcus_profile-300x300-1
Scott frappier

Business Central – BOMS and Baking Cookies

Session Tracks: Manufacturing, Dynamics NAV, Dynamics 365 Business Central

Learn best practices for creating Bills of Materials within Dynamics 365 Business Central and how to streamline your processes for efficiency and accuracy – with a delicious example, cookies!  Let’s walk through BOMs, version control, product alternatives, and more!

 Kelly Jackson, Senior Consultant

Kelly jackson

 11:15AM – 11:45AM

The Five Steps to Managing Sales and Use Tax for Manufacturers

Session Track: Dynamics AX, Dynamics NAV, Dynamics GP, Manufacturing

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, Avalara tax expert Matthew Patrick will review the five steps to managing sales tax and specific challenges that can plague manufacturers. Topics that we’ll discuss include:
– Typical steps businesses should consider for sales tax compliance
– Impact of new sales tax legislation
– Tools to help you navigate the five steps

 Matthew Patrick, Senior Sales Executive at Avalara

 Stacy Dose, Senior Strategic Alliance Manager at Avalara

avalara

Lanham Outbound Warehouse Request (OWR): Optimize your shipments based on YOUR priorities!

Session Track: Dynamics 365 Business Central, Dynamics NAV

Do you waste precious time working to prioritize your orders for shipment? Are you having trouble seeing at a glance which items can ship on a specific order in terms of best customers or highest revenue? Or maybe you’d like to be able to prioritize the shipment of sales orders by promised ship date, carrier, complete or partial shipments, or your own priorities. Maybe you solved this visibility issue in NAV with a customization, but are moving to extensions in Microsoft Dynamics 365 Business Central, where our extension with this functionality is a much better fit. Whatever your circumstances, Lanham OWR can help you plan your shipments quickly based on your priorities. Its soft allocation of inventory will prevent creating picks for stock that you don’t have – driving up productivity. OWR works in any location or warehouse, across a variety of scenarios. The Pick Request feature does not require WMS, and the Warehouse Integration feature works with Dynamics 365 Business Central Advanced Warehousing or Lanham ACE Warehousing. Join us to see how you can gain more visibility and save time and money while efficiently getting customer orders out the door!

 Charlotte Martinez, Product Evangelist at Lanham Associates

lanham logo

Banking & Treasury Automation Overview

Session Track: Dynamics 365 Finance and Operations, Dynamics AX

Time is money! Save both by automating your daily banking processes. Attendees will learn how to enhance their daily bank reconciliation and make automated and secure vendor payments, all inside of D365 with a completely embedded solution used around the world.

 Chuck Schroeder, Senior Solution Architect at SK Global Software

 Aynsley Keller, Director of Sales & Operations at SK Global Software

sk global

 12:00PM – 12:30PM

Tips for Completing Quality Inspections

Session Track: Field Service

The Dynamics Field Service Mobile App provides techs the ability to complete inspections. Hear the top tips for using this tool to complete inspections more effectively.

 Jesse Bucholz, Consultant

Jesse_bucholz.jpb_

 12:00PM – 12:45PM

GP Workflow: You can do that. You can do that?

Session Track: Microsoft Dynamics GP

Dynamics GP Workflow has been getting better and better since its inception. During this session, you’ll learn basics of Workflow and advanced options on how to add additional fields to messages and conditions – making your workflows even more powerful!

 Cory Severson, Team Manager

Cory_severson

Justifying an Upgrade to Dynamics 365 Finance and Supply Chain Management

Session Track: Dynamics 365 Finance and Supply Chain Management

It’s no secret that upgrading from Dynamics AX to Dynamics 365 can be a large investment in time and resources. So how do you justify the upgrade to your leadership team? During this session, you’ll learn where the real ROI comes into play in an upgrade and how your business will benefit from a move to the cloud.

 Paul Kjer, Enterprise Practice Director

Paul_kjer

 1:00PM – 1:45PM

How to Use Power BI to Gain Insights

Session Track: Power Platform

Power BI compiles your data into visual charts and graphs that can help you make better business decisions. During this session, you’ll hear how to use TDS (Tabular Data Stream) Endpoints to simplify Power BI Report creation and integration back to Dynamics 365.

 Jeff Spehn, Senior Consultant

Spehn

Material Management for Inbound and Outbound Operations

Session Tracks: Manufacturing, Dynamics 365 Finance and Supply Chain Management

Technology has changed how many manufacturing organizations tackle material management. Learn how mobile devices, automation, and innovative technologies can benefit both your transportation and warehousing.

 Anne Kaese, Senior Consultant

Anne_kaese

The Tools of the Future to Support Your Business

Session Track: Business Leadership

Microsoft has been hard at work developing innovative tools and technologies that will change the way we interact with each other and our data. Hear about a few of these technologies – Logic Apps, ADLS, Data Warehousing, and Azure – and how your business could benefit.

 Scott Frappier, Pre-Sales Architect

Scott frappier

 2:00PM – 2:45PM

Dynamics 365, Teams, and Data Flex – How you can Take Advantage

Session Track: Dynamics 365 Customer Engagement

Microsoft recently announced DataFlex – a light version of CDS included in Microsoft Teams. But what does that mean for you? Join this session to learn how you can take advantage of easily deploying low-code apps in Teams that integrate directly with Dynamics 365.

 Adam Hallbeck, Pre-Sales Architect

Dynamics GP v Dynamics 365 – A look at the differences in functionality

Session Track: Microsoft Dynamics GP, Dynamics 365 Business Central

There are many benefits to moving to the cloud with Dynamics 365, but what kind of functionality does Business Central have compared to Dynamics GP? During this session, you’ll learn the similarities, differences, and where each solution wins.

 Deb Schaffer, Principal Consultant

Deb schaffer

Workflows & Job Queues – How to make the system work for you

Session Track: Dynamics 365 Business Central

Workflows and job queues can help Dynamics 365 work the way you need it to. Learn how to configure workflows, what they’re used for, and why you’ll want to start utilizing them immediately. You’ll also learn how to complete process batches of postings in the system at the same time.

 Jake Oetinger, Developer

 Olivia Nelson, Senior Consultant

Jake_oetinger
Olivia_nelson

 3:00PM – 3:30PM

You’ve got Payroll, We’ve got Answers: Payroll & HR Solutions for Dynamics GP & D365 Business Central

Session Tracks: Dynamics 365 Business Central, Dynamics NAV, Dynamics GP

Join Integrity Data to learn more about their complete Payroll application for Business Central, comprehensive Dynamics GP Payroll & HR Expansion Pack and Affordable Care Act Full Service offering.

 John Slevin, Senior Sales Associate at Integrity Data

integrity data small logo

Wednesday, October 21

 10:00AM – 11:00AM

Solving the Biggest Challenges in Agribusiness Through Innovation and Technology

Session Tracks: Agriculture

Ag retailers, processors and co-operatives are facing mounting pressure to increase profits while ensuring better pricing, higher efficiencies, and a more personalized experience for growers and investors. Join Becky Newell, President of Levridge, as she dives into the biggest challenges facing complex agribusinesses today, and shares how innovations in front and back office technologies can help address those issues. With historical examples and real-world scenarios, you’ll understand how to embrace technology to strengthen your customer base and position your operation for ongoing success. Learn the steps you should take today to set yourself up for long-term success and the value of becoming proactive instead of reactive.

 Becky Newell, President at Levridge

Becky-newell-president_levridge-250x250-1

 10:00AM – 10:45AM

Dynamics 365 CE + Power Platform Wave 2 Showcase

Session Tracks: Dynamics 365 Customer Engagement, Power Platform

Learn what’s new and exciting in the latest feature release for both Dynamics 365 CE and the Power Platform.

 Jesse Bucholz, Consultant

 Herb Johnson, Senior Consultant

Jesse_bucholz.jpb_
Herb_johnson

Manufacturing Planning Practices – How to get started with MRP

Session Track: Manufacturing

Struggling with your MRP? Don’t have a good solution in place? Then make plans to join this session to learn why so many manufacturing operations are choosing to implement MRP right now. You’ll learn how MRP can benefit your company and the strategies to make managing materials and meeting business goals easier than ever.

 Anne Kaese, Senior Consultant

Anne_kaese

 11:15AM – 11:45AM

Paperless Document and Expense Management for Dynamics NAV/Business Central

Session Track: Dynamics 365 Business Central, Dynamics NAV

Zetadocs is a suite of NAV and Business Central document management and expense management add-ons. During this presentation, I will show you how we help companies optimize and automate their financial processes based on their unique requirements.

• Zetadocs Expenses can be used for managing travel and business expenses

• Zetadocs Delivery allows your finance team to batch email important documents such as sales invoices, notifications, statements and reminders with dynamic attachments.

• Zetadocs Capture users can store important supporting documents within NAV and Business Central records and Sharepoint.

 Sandra Cummins, Senior Account Manager at Equisys

equisys logo

 12:00PM – 12:30PM

Effectively Managing Rocks to Reach Organizational Goals

Session Track: Business Leadership

Learn how to achieve your organizational goals through the Traction method. During this session you’ll gain insights into how Stoneridge delivers on internal goals and business development while still remaining focused on day to day tasks.

 Mike Gast, President

Mike_gast

 12:00PM – 12:45PM

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

Session Track: Dynamics 365 Business Central

Learn how you can boost productivity and efficiency with commonly overlooked features. You’ll leave with strategies that you can put in place today to take advantage of Word templates, Power BI reports, Outlook integration, and much more.

 Marcus Haug, Pre-Sales Architect

 

Haug-marcus_profile-300x300-1

What is Levridge? An Overview of the Ultimate Ag Solution

Session Track: Agriculture

From the cab of a combine to crop genetics and drones, the agricultural industry has seen tremendous advancements in technology in recent years. But, what about your backend software? That’s where Levridge comes in. Join our webinar to see firsthand how Levridge is revolutionizing the agriculture industry with a complete end-to-end solution for Agronomy, Commodity, Accounting, Scale, and Equity & Patronage. 

 Cody Chesrown, Business Analyst at Levridge

 Scott Frappier, Pre-Sales Architect

Cody_chesrown
Scott frappier

 1:00PM – 1:45PM

Dynamics AX v Dynamics 365 – What’s Changed?

Session Track: Dynamics 365 Finance and Supply Chain Management

Learn about the changes that will impact developers when moving from AX to Dynamics 365. Along with the big code changes, you’ll hear how continuous testing is a game changer and what you can do to ensure smooth updates.

 David Boll, Principal Developer

 Mike McCardle, QA Test Lead

David boll
Michael_mccardle

Power Platform: What it Means for You

Session Track: Power Platform

There’s a lot of buzz around the Power Platform – but how you can benefit? Hear first-hand how the Power Platform has empowered other Stoneridge clients. We’ll share real-world examples and you’ll leave with ideas for how your business will benefit.

 Adam Hallbeck, Pre-Sales Architect

 Herb Johnson, Senior Consultant

Adam_hallbeck
Herb_johnson

Streamlining Commodity Management with Levridge

Session Track: Agriculture

Learn how the Levridge solution can help with commodity management, including Commodity Purchasing, Commodity Sales, and Commodity Risk Management. 

 Keith Bangasser, Senior Business Analyst at Levridge

 Jack Corum, Business Analyst at Levridge

Keith_bangasser
Jack_corum

 2:00PM – 2:45PM

Keys to a Successful ERP Implementation: Project Management

Session Track: Business Leadership

Effective project management is key to the success of any ERP implementation. Join as CEO Eric Newell discusses how a PM can set a project up for success, red flags to watch for, and typical mid-project challenges.

 Eric Newell, CEO

Modern Solutions to Help Ag Retailers Become More Efficient

Session Track: Agriculture

Ag retailers face complex billing and financial functions that are not addressed in the standard ERP or accounting packages. Learn how Levridge can help ag retailers modernize their operations and become more efficient by offering a solution for splits, prepayments, customer operations, discounts, trade agreement journals, and more – all within a single application. You’ll see how easy it is to access data that will give you actionable insights into your business and help you make better decisions.

 Julie Hagen, Program Manager at Levridge

 Tammy Plowman, Principal Consultant

Julie_hagen
Tammy_plowman

Gaining Transparency Into Your Financials: Cash Flow Forecasting and Account Schedules

Session Track: Dynamics 365 Business Central

During these times, your cash flow may not be as predictable as it used to be. Learn how to use Dynamics 365 (or NAV) to understand what cash is projected to come in or out, and how you can configure a pre-built Power BI report to better understand your data.

 Carrie Johnson, Consultant

 Christine Kurowski, Consultant

Christine_kurowski

 3:00PM – 3:45PM

Scheduling and Dispatching for the Modern Field Service Company

Session Track: Field Service

Schedulers and dispatchers for field service companies often juggle skill, certification, and job requirement information on spreadsheets or disparate systems. This can lead to scheduling issues and loss of productivity. Learn how leading field service companies are empowering schedulers and dispatchers with technology. This session will showcase how you can better manage resources and become more efficient at dispatching the right person to the right job, at the right time.

 Jeff Spehn, Senior Consultant

 Sara Jo Larsen, Solution Architect

Spehn
Sara_jo_justice

Top Ten New Features in Dynamics 365 Finance And Operations

Session Track: Dynamics 365 Finance and Supply Chain Management

Join this session to learn about the top ten new features in Dynamics 365 and how they will help your users.

 

Thursday, October 22

 10:00AM – 10:45AM

Mastering any DevOps Project

Session Track: Dynamics 365 Finance and Supply Chain Management

Hear from Dave Dykshoorn, Enterprise Architect at Nova-Tech Engineering, as he shares insights on how you can master any DevOps Project. You’ll learn best practices for DevOps Backlog organization, DevOps Wikis, and Connecting Work, Decisions, Testing, and Code.

 Dave Dykshoorn, Enterprise Architect at Nova-Tech Engineering

nova tech

Tips and Tricks for the Year-End Payroll and Year-End Update

Session Track: Microsoft Dynamics GP

Year-End is quickly approaching. Learn the top tips and tricks to prepare for the year-end close.

 Kyle Rehome, Senior Consultant

Kyle rehome

Why CINCH Users Are Steadily Moving to Levridge And How to Prepare for the Upgrade

Session Track: Agriculture

Ag operations are steadily moving away from Dynamics GP and CINCH and looking for a replacement software solution that can modernize business processes, increase efficiencies, and provide actionable business insights. Learn why Levridge is the ideal solution for your business to become more successful and steps you should be taking to prepare for an upgrade.

 Becky Newell, President at Levridge

 Jack Corum, Business Analyst at Levridge

Becky-newell
Jack_corum

 11:15AM – 11:45AM

Diversify Your Revenue Streams with an Online Sales Channel

Session Tracks: Dynamics AX, Dynamics NAV, Dynamics GP, Manufacturing

More consumers and businesses than ever are going digital, and the opportunity to capture new revenue online is ripe for the taking — especially for organizations currently operating only offline. But with nearly every business keeping a watchful eye on the e-commerce landscape, it’s clear that competition will only continue to tighten, and that not all e-commerce initiatives will prove successful. Our recent research shows that 65% of businesses who implement e-commerce see a return on their investment within a year. Join our 30-minute session to learn how to be among those e-commerce winners, including:

• Understanding the urgency around B2B e-commerce, and when to act on it

• Discovering the short- and long-term benefits of implementing an online revenue stream

• Learning how to build the right strategy and how to choose the right technology

• Getting insight on how to get your online sales channel live quickly and easily

 Mike Brenneman, Channel Sales Manager at Sana-Commerce

 

sana commerce

 12:00PM – 12:30PM

In the Field: An Analysis of Mobile Field Service Solutions

Session Track: Field Service

Set up your field technicians for success by giving them the information they need in the palm of their hands. Learn about your options for mobile field service solutions and how they can empower your techs to become more efficient, complete more work, and submit their time sheets and work orders faster than ever!

 Jesse Bucholz, Consultant

Jesse_bucholz.jpb_

 12:00PM – 12:45PM

Business Insights for Manufacturing Operations

Session Track: Manufacturing

You’re likely gathering data from a variety of sources – but are you doing anything with that information? Learn how to use data from your sales team, production floor, and warehouse to gain actionable insights that will help you drive more business, increase efficiencies and streamline production.

 Cody Marshall, VP of Enterprise Delivery Services

 Scott Frappier, Pre-Sales Architect

Cody_marshall
Scott frappier

How Ag Retailers Can Simplify Processing Equity Payments using Levridge

Session Track: Agriculture

Managing complex splits and distributions related to agriculture equity is a daunting and time-consuming process for ag retailers. During this webinar, you’ll see how leading ag retailers are simplifying this process with Levridge, an end-to-end agriculture technology solution.

 Eric Newell, CEO

Eric newell

 1:00PM – 1:45PM

From NAV to Dynamics 365 Business Central – How to Plan and Execute a Successful Upgrade

Session Track: Dynamics 365 Business Central

Join Natalie Lemke, VP of SMB at Stoneridge Software, and Mike Henricks, CFO at ShermCo Industries, as they share tips for planning and executing a successful upgrade from Dynamics NAV to Dynamics 365 Business Central. You’ll walk away from this session with an understanding of how to evaluate business processes and examine code and data. You’ll also hear key insights into how to make your upgrade a success including strategies for user adoption and training, project phasing, and planning for changes to your business.

 

 Mike Henricks, CFO at Shermco Industries 

 Natalie Lemke, VP of Small & Medium Business Delivery

mike henricks
Natalie_lemke

New and Uncommonly Used Features in Dynamics GP

Session Track: Microsoft Dynamics GP

Take advantage of all Dynamics GP has to offer by joining this session and learning about the new or uncommonly users features that could save you time.

 Patti Kirchgasler, Senior Consultant

Patti kirchgasler

Empowering a remote sales team with Dynamics 365 Customer Engagement

Session Track: Dynamics 365 Customer Engagement

The Dynamics 365 mobile app can give your sales team the information they need, when they need it. Learn how to get started with the mobile app and best practices for your sales team to excel.

 Herb Johnson, Senior Consultant

Herb_johnson

 2:00PM – 2:30PM

How to Achieve Efficient and Accurate Scale Tickets with Levridge

Session Track: Agriculture

Whether creating scale tickets and integrating with Levridge commodity accounting, or exporting those ticket to other enterprise system, learn how the Levridge scale application weighs trucks and creates scale tickets. You’ll see how the Levridge scale solution could benefit your organization immediately.

 Keith Bangasser, Senior Business Analyst at Levridge

Keith_bangasser

 2:00PM – 2:45PM

Everything you Need to Know About Power Apps

Session Track: Power Platform

Power Apps provide your business a huge benefit – anyone can create low-code or no-code apps to meet specific business needs. But how do you get started? During this session you’ll learn everything you need to know about using Power Apps.

 Eric Jorgenson, Developer

Eric jorgenson

Real World Success Stories – How Dynamics 365 Customer Engagement Changed Operations at Two Businesses

Session Track: Dynamics 365 Customer Engagement

The capabilities of Dynamics 365 Customer Engagement extend far beyond traditional sales and marketing functionality. During this session, you’ll hear two real world success stories about companies using CRM in unique ways. The first example highlights a company with a custom built scheduling, dispatching, and mobile solution to enable their remote workforce. The second story highlights how a portal connected sales team members, distributors, and the production line to be in sync with each other to speed up sales and delivery.

 Adam Hallbeck, Pre-Sales Architect

 Jeff Spehn, Senior Consultant

 Jesse Bucholz, Consultant

Adam_hallbeck
Spehn
Jesse_bucholz.jpb_

Have Any Questions?

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.

X