Explore valuable features, tips, best practices, and all the ways you can get the most from your Dynamics solution and other Microsoft applications
Equipping Professionals
Join us for LIVE breakout sessions with the opportunity for Q&A interactions, as well as discussion groups and the chance to interact on our Confab Livestream on Twitch! Gain 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. Here’s what you can expect from Stoneridge Connect:
Take away a better understanding of how other companies are leveraging the same technology
Learn all the ways you can get more from your current Dynamics solution, PLUS additional Microsoft applications
Gain ideas on how to utilize the latest technology tools and processes to innovate your business
Explore valuable features, tips, best practices
Is Stoneridge Connect for you? Our content is created to support professionals in: Programming & Development, Sales & Marketing, Operations, Finance, IT, Analysis, Tech-Focused Professionals, and Current Dymanics Users.
The Speakers
Preview the distinguished leaders who will be sharing their knowledge with us.
Select a speaker’s photo to view his or her bio.
Eric Newell
CEO
Eric Newell
CEO
Eric Newell is the CEO and Founder of Stoneridge Software. Since founding the company in October 2012, Eric has led the Stoneridge Software organization through rapid growth in team members, clients, services and product offerings and consistently successful ERP and CRM implementations.
Mike Gast
President
Mike Gast
President
Mike Gast is the President at Stoneridge Software. As President and business integrator he is responsible for managing the financial performance of the company to ensure we continue to grow in a way that aligns with the future vision.
Natalie Lemke
VP of SMB Delivery
Natalie Lemke
VP of SMB Delivery
Natalie Lemke is the Vice President of Small and Medium Business Delivery at Stoneridge Software. Natalie was previously the director of the Dynamics NAV and Business Central practice, in addition to serving as a consultant.
Adam Hallbeck
Pre-Sales Architect
Adam Hallbeck
Pre-Sales Architect
Adam Hallbeck is a Pre-Sales Architect at Stoneridge Software, focused on Dynamics 365 Customer Engagement (CRM). He has experience with new implementations, upgrades, re-implementations, rescuing under-performing projects, and much more.
Anne Kaese
Senior Consultant
Anne Kaese
Senior Consultant
Anne Kaese is a Senior Consultant and Analyst for the Dynamics AX/Dynamics 365 Enterprise team at Stoneridge Software. She is a manufacturing aficionado and has served in a variety of roles including Senior Analyst, Support Consultant, and ERP, JIT, and Finance subject matter expert.
Deb Schaffer
Principal Consultant
Deb Schaffer
Principal Consultant
Deb Schaffer is a Principal Consultant on the Dynamics GP team at Stoneridge Software. She has nearly 25 years of experience in functional consulting for Dynamics GP implementations and upgrades, as well as directly supporting GP clients.
Jesse Bucholz
Consultant
Jesse Bucholz
Consultant
Jesse Bucholz is a Consultant on the Dynamics 365 Customer Engagement / CRM team at Stoneridge Software with a focus on the power platform, sales, and field service. Prior experience includes owning a telecommunications installation company and as well as a background in operations and production management.
Marcus Haug
Pre-Sales Architect
Marcus Haug
Pre-Sales Architect
Marcus Haug is a Pre-Sales Architect at Stoneridge Software. He has extensive experience in pre-sales design considerations and demonstrations for Dynamics GP, NAV, and Business Central.
Scott Frappier
Pre-Sales Architect
Scott Frappier
Pre-Sales Architect
Scott Frappier is a Presales Architect at Stoneridge Software with a vast amount of experience in both Dynamics NAV / Dynamics 365 Business Central and Dynamics 365 Finance and Operations / Dynamics AX. He has 20 years of experience with Microsoft Dynamics and Microsoft business technology, both at Stoneridge and previously serving as a developer, project manager and vice president of a Microsoft partner firm.
Sara Jo Larsen
Solution Architect
Sara Jo Larsen
Solution Architect
Sara Jo Larsen is a Solution Architect and Business Analyst on the Enterprise Delivery team at Stoneridge Software. With a background in banking and finance, She entered into her software career organically and has built a vast amount of consulting experience on national & global projects within the Microsoft ecosphere.
David Boll
Principal Developer
David Boll
Principal Developer
David Boll is a Principal Developer and Team Manager at Stoneridge Software. Dave joined the team as a Senior Developer after 7 years at Microsoft where he served in roles as both a tester and a development engineer working on features for the Dynamics AX 2012 RTM, R2, R3 and Rainier releases, including writing many of the financial reports.
Andy Lawton-Thesing
Developer
Andy Lawton-Thesing
Developer
Andy Lawton-Thesing is a Developer on the Dynamics AX/Dynamics 365 for Finance and Supply Chain team at Stoneridge Software. He has supported Microsoft Dynamics AX and Dynamics 365 in a variety of roles, including installations, pre and post go-live support, data warehousing, business intelligence, SSRS and form-based ISV integrations, X++ development, upgrades, administration, and security.
Cory Severson
Senior Consultant
Cory Severson
Senior Consultant
Cory Severson is a Senior Consultant and Dynamics GP Team Manager at Stoneridge Software. He leads a team of functional consultants and assists clients with implementations, upgrades, and technical support. Cory is the GP team’s go-to expert for all reporting in Dynamics GP, including Management Reporter. Prior to joining the team at Stoneridge, he worked at Microsoft and has over 10 years of experience with Microsoft Dynamics GP.
Paul Kjer
Enterprise Practice Director
Paul Kjer
Enterprise Practice Director
Paul Kjer is the Enterprise Practice Director at Stoneridge Software, which includes Dynamics AX and D365 Finance & Supply Chain. Paul has extensive experience in Microsoft Dynamics AX and Dynamics 365 Finance & Supply Chain, business analysis, and analytics. Paul has served as Principal Project Manager and Principal Engagement Manager roles at Stoneridge Software.
Becky Newell
President at Levridge
Becky Newell
President at Levridge
Becky Newell is President of Levridge, a subsidiary of Stoneridge Software. Becky is a co-founder of Stoneridge Software, and lead the technical and development teams for the first five years in business. Prior experience includes 14.5 years at Microsoft, leaving as a Senior Escalation Engineer on the Dynamics AX support team.
Dave Dykshoorn
Enterprise Architect
Dave Dykshoorn
Enterprise Architect
Dave Dykshoorn is an Enterprise Architect at Nova-Tech Engineering. Dave ensures business processes and technologies are in alignment by working across the company to align with long-term goals. He is responsible for leading the implementation and successful adoption of D365 Finance and Supply Chain.
Our Sponsors
Thank you to our 2020 Stoneridge Connect Sponsors!
Diamond Sponsors
Quartz Sponsors
granite Sponsors
The Schedule
Skip to: Monday, Tuesday, Wednesday, Thursday
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, October 19
10:00 AM - 11:00 AM
Keynote - A New Lens on Business: How a Forced Perspective Can Transform Your Future
Keynote - A New Lens on Business: How a Forced Perspective Can Transform Your Future
Session Tracks: Keynote
Business is a rollercoaster ride – there are many ups and downs, and twists and turns. If you take advantage, many points along the journey provide you with a an opportunity to recalibrate your perspective and see your business from a new angle. The best way you can survive the ride is to anticipate the future and build a framework with people, process and technology that allows you to keep going up when the environment around you shifts.
The keynote highlights the rollercoaster ride of one of America’s longest running and most impactful corporations – one that no one really talks about – Corning Inc. We’ll learn lessons from this company which has been a staple of the American economy for 170 years even though they’ve had many highs and lows along the way.
As we highlight the approach to people, process and technology that’s allowed them to innovate and adjust throughout the years we’ll demonstrate today and tomorrow’s technology that help you deliver an exceptional end-to-end customer service experience using: IoT, field service functionality like alerts, case, work order, dispatch, billing and portal usage. You’ll also hear real-life examples from Stoneridge client Landscape Structures on how they’ve leveraged Microsoft technology to achieve business goals. This hour is packed with real-world examples of how technology can move business forward by increasing efficiencies and providing a better customer experience – don’t miss it!
11:15 AM - 11:45 AM
Accelerate Your Finance Processes with Continia – Accounts Payable Automation and Expense Management for NAV/BC
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.
11:15 AM - 11:45 AM
To Integrate or Not To Integrate
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.
11:15 AM - 11:45 AM
Microsoft Dynamics and Marketing Automation for Advanced Marketing and Sales Users
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.
12:00 PM - 12:45 PM
Improve Field Service Delivery and Increase Customer Satisfaction
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.
12:00 PM - 12:45 PM
Financial Period End Tips and Tricks
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.
12:00 PM - 12:45 PM
Financial Reporting from GP - Allow the Data to Help You Drive Your Business
Financial Reporting from GP - Allow the Data to Help You Drive Your Business
Session Tracks: Microsoft Dynamics GP
Instead of waiting until month end to review your financial results, get up-to-date financial data, including Key performance Indicators daily to allow you to be proactive in your daily decisions. transition to being proactive to the current financial environment instead of reactive.
Rob Grubbs, Senior Consultant
1:00PM – 1:30PM
Project Accounting vs. Project Cost – What you need to know.
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.
1:00PM – 1:30PM
Automate EDI with Dynamics GP, SalesPad, NAV/BC and AX/F&O
Automate EDI with Dynamics GP, SalesPad, NAV/BC and AX/F&O
Session Track: Dynamics GP, Dynamics AX, Dynamics NAV, 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.
1:00PM – 1:30PM
Take Control of Your Data: Past, Present, and Future
Take Control of Your Data: Past, Present, and Future
Session Track: Dynamics 365 Business Central, Dynamics NAV, Dynamics GP, Dynamics 365 Finance and Operations, Dynamics AX, 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.
2:00 PM - 2:45 PM
Best Practices for Work Order Planning and Routing for Field Service Companies
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.
2:00 PM - 2:45 PM
CI in 45: D365 Customer Insights Showcase
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.
2:00 PM - 2:45 PM
Employee Experience with Company ERP Implementations and Recommendations to Improve Employee Satisfaction
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.
3:00PM – 3:45PM
Manufacturing Automation and Integration
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.
3:00PM – 3:45PM
Power Automate Tips and Tricks
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.
3:00PM – 3:45PM
What’s in My Warehouse? Inventory Best Practices
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.
Tuesday, October 20
10:00AM – 10:30AM
Effective Remote Meetings and Training
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.
10:00AM – 10:45AM
Advanced Power Platform: Customer Portals, PVA, and AI models
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.
10:00AM – 10:45AM
Business Central – BOMS and Baking Cookies
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!
11:15AM – 11:45AM
The Five Steps to Managing Sales and Use Tax for Manufacturers
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.
11:15AM – 11:45AM
Banking & Treasury Automation Overview
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.
11:15AM – 11:45AM
Lanham Outbound Warehouse Request (OWR): Optimize your shipments based on YOUR priorities!
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!
12:00PM – 12:30PM
Tips for Completing Quality Inspections
12:00PM – 12:45PM
GP Workflow: You can do that. You can do that?
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!
12:00PM – 12:45PM
Justifying an Upgrade to Dynamics 365 Finance and Supply Chain Management
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.
1:00PM – 1:45PM
How to Use Power BI to Gain Insights
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.
1:00PM – 1:45PM
Material Management for Inbound and Outbound Operations
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.
1:00PM – 1:45PM
The Tools of the Future to Support Your Business
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.
2:00PM – 2:45PM
Dynamics 365, Teams, and Data Flex – How you can Take Advantage
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.
2:00PM – 2:45PM
Dynamics GP vs. Dynamics 365 – A look at the differences in functionality
Dynamics GP vs. 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.
2:00PM – 2:45PM
Workflows & Job Queues – How to make the system work for you
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.
2:00PM – 5:00PM
Virtual Booth Hours
Virtual Booth Hours
Got a question or want to learn more? Click on our virtual booth hours from 2 – 5 p.m. today to join a Microsoft Teams meeting where you can chat with our Stoneridge Software team. Ask about your Dynamics system, upgrading, support, troubleshooting a problem, something you saw in one of the sessions or literally anything else!
3:00PM – 3:30PM
You've got Payroll, We've got Answers: Payroll & HR Solutions for Dynamics GP & D365 Business Central
You've got Payroll, We've got Answers: Payroll & HR Solutions for Dynamics GP & D365 Business Central
Session Track: 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.
3:00PM – 3:30PM
When Your ERP Tax Tables Are Not Enough
When Your ERP Tax Tables Are Not Enough
Session Track: Dynamics 365 Business Central, Dynamics NAV, Dynamics GP, Dynamics 365 Finance and Operations, Dynamics AX
Your Microsoft Dynamics ERP subscription includes basic tables for sales tax. But, is that enough to keep your business compliant with sales tax obligations? The sales tax world has changed considerably since the Supreme Court’s Wayfair ruling in 2018. Learn what you need to do avoid the expense and disruption of non-compliance. We will discuss when the tax tables will work for your business and when you’ll need to consider automation.
3:00PM – 3:30PM
Ever Ask Yourself, 'Where's the File?' Here's your Answer
Ever Ask Yourself, 'Where's the File?' Here's your Answer
Session Track: Dynamics 365 Business Central, Dynamics NAV, Dynamics 365 Finance and Operations, Dynamics AX, Dynamics 365 Customer Engagement
Does the document management system you’re using (or considering) come up short as transaction volumes increase and workflows become more complex? Are you constantly switching among ERP, CRM, and other systems looking for documents, email, and other electronic files? Have you ever screamed WTF (where’s the file…or email) in frustration? Join the Datahaven team as we highlight how Datahaven 365 and its advanced scanning, OCR, and workflow approval solutions streamline paperless processes for: • AP automation • procure-to-pay and • quote-to-cash And these are just some of the solutions we offer. With its patented virtual folder structure, Datahaven 365 is the only embedded document management solution available across a full range of Microsoft applications and platforms, including • Finance & Operations • Customer Engagement • Business Central • Power Apps • Outlook and • Teams
3:30PM – 4:00PM
Interactive Discussion Group: Ensuring a Positive Employee Experience During ERP Implementations - Tips, Tricks & Lessons Learned
Interactive Discussion Group: Ensuring a Positive Employee Experience During ERP Implementations - Tips, Tricks & Lessons Learned
The adoption of a new business system can take an emotional toll on company culture and employees. It is always a challenge, but it doesn’t have to be a negative experience. Learn from our team of delivery experts who have been a part of countless implementation projects and seen the good and the not-so-good. We’ve gathered feedback from employees who’ve gone through the process and expressed what worked and what could have gone better. Come away with practical ideas and bring your own to share!
4:00PM – 4:45PM
BONUS Session – Engineering Change Management: Introduction of NEW Functionality for Manufacturers Using Dynamics 365 Finance and Supply Chain Management
BONUS Session – Engineering Change Management: Introduction of NEW Functionality for Manufacturers Using Dynamics 365 Finance and Supply Chain Management
Session Tracks: Dynamics 365 Finance and Supply Chain Management, Manufacturing
Microsoft has recently announced the addition of exciting new functionality for manufacturers using Dynamics 365 Finance and Supply Chain Management. All manufacturers should plan on attending this bonus session highlighting how this new addition to D365 will help your organization address product data management, version control, and engineering change management. Learn how this new functionality can help you succeed in a world of constantly shrinking product lifecycles, increased quality and reliability requirements, and enhanced product safety.
Wednesday, October 21
10:00AM – 10:30AM
Ag Keynote - Solving the Biggest Challenges in Agribusiness Through Innovation and Technology
Ag Keynote - 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.
10:00AM – 10:45AM
Dynamics 365 CE + Power Platform Wave 2 Showcase
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.
10:00AM – 10:45AM
Manufacturing Planning Practices – How to get started with MRP
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.
11:15AM – 11:45AM
Paperless Document and Expense Management for Dynamics NAV/Business Central
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.
11:15AM – 11:45AM
How to Drive B2B eCommerce Customer Adoption
How to Drive B2B eCommerce Customer Adoption
Session Track: Dynamics 365 Finance and Supply Chain Management, Dynamics AX, Dynamics 365 Business Central, Dynamics NAV, Dynamics GP
When it comes to shifting your B2B sales online, opening an eCommerce sales channel is only part of the equation. How do you get your B2B customers to change their old habits and actually adopt better online purchasing processes? Join Dynamicweb product evangelist, Richard Lee, for his virtual session at Stoneridge Connect as he discusses tips for solving one of the biggest challenges in the shift to B2B eCommerce: Customer Adoption. We’ll discuss: · Earning internal buy-in from your sales reps and stakeholders · Personal touch – helping customers facilitate transactions and grow confidence · Preferred pricing and incentives for online orders · Hyper-focused marketing to non-adopters · Familiarity – mimicking the B2C eCommerce experience
12:00PM – 12:30PM
Effectively Managing "Rocks" to Reach Organizational Goals
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.
12:00PM – 12:45PM
Boost Productivity and Efficiency in NAV or Business Central – Here’s How
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.
12:00PM – 12:45PM
What is Levridge? An Overview of the Ultimate Ag Solution
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.
1:00PM – 1:45PM
Dynamics AX vs. Dynamics 365 – What’s Changed?
Dynamics AX vs. 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.
1:00PM – 1:45PM
Power Platform: What it Means for You
Power Platform: What it Means for You
Session Track: Power Platform
There’s a lot of buzz around the Power Platform – but how can you 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 can take advantage.
1:00PM – 1:45PM
Streamlining Commodity Management with Levridge
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.
2:00PM – 2:45PM
Keys to a Successful ERP Implementation: Project Management
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.
2:00PM – 2:45PM
Agronomy Accounting and Sales – Building Efficiencies Through Technology
Agronomy Accounting and Sales – Building Efficiencies Through Technology
Session Track: Agriculture
Ag accounting and sales processes include complex billing and financial functions that are not addressed in a standard ERP or accounting packages. Learn how Levridge can help ag businesses 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.
2:00PM – 2:45PM
Gaining Transparency Into Your Financials: Cash Flow Forecasting and Account Schedules
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.
2:00PM – 5:00PM
Virtual Booth Hours
Virtual Booth Hours
Got a question or want to learn more? Click on our virtual booth hours from 2 – 5 p.m. today to join a Microsoft Teams meeting where you can chat with our Stoneridge Software team. Ask about your Dynamics system, upgrading, support, troubleshooting a problem, something you saw in one of the sessions or literally anything else!
3:00PM – 3:45PM
Scheduling and Dispatching for the Modern Field Service Company
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.
3:00PM – 3:45PM
Top New Features in Dynamics 365 Finance And Operations
Top 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.
4:00PM – 4:30PM
Interactive Discussion Group: The Possible vs. The Practical - Determining When a New Technology is Right for Your Business
Interactive Discussion Group: The Possible vs. The Practical - Determining When a New Technology is Right for Your Business
In technology there is always the next big thing. How do you stay on top of trends? How do you know when a technology is right to adopt and when is the best time to do it? We’ll explore how to be in-tune with your business needs, what the decision making process looks like and who you need to get on board to make it a success. Bring ideas to share on what you’ve implemented that you couldn’t live without. It could be anything from e-commerce, tax solutions, Microsoft Teams, Power apps, you name it!
Thursday, October 22
10:00AM – 10:45AM
Mastering Any DevOps Project
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.
10:00AM – 10:45AM
Tips and Tricks for the Year-End Payroll and Year-End Update
10:00AM – 10:45AM
Moving to Levridge from GP and CINCH
Moving to Levridge from GP and CINCH
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.
11:00AM – 12:00PM
Confab with Stoneridge Livestream - Stoneridge Connect Recap
Confab with Stoneridge Livestream - Stoneridge Connect Recap
Join our Pre-Sales Architects for highlights of the most exciting ideas and technologies presented over the week of Stoneridge Connect! You’ll see live demos, hear-real life scenarios and have the option to question, comment and interact live through the chat feature.
11:15AM – 11:45AM
Diversify Your Revenue Streams with an Online Sales Channel
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
11:15AM – 11:45AM
Worry-Free Payroll: It's in the Cloud
Worry-Free Payroll: It's in the Cloud
Session Track: Dynamics 365 Finance and Supply Chain Management, Dynamics AX, Dynamics 365 Business Central, Dynamics NAV, Dynamics GP
Payroll doesn’t have to stay locked in the past. Modern, cloud-based payroll platforms mean faster, easier, superior payroll solutions that can be accessed anytime, from anywhere. With employee self-service and customized interface options, cloud-based modern payroll saves time, money, and valuable resources. Learn more about how today’s payroll platforms could make a difference for your company.
11:15AM – 11:45AM
The Death of the Check and Future of B2B Payments
The Death of the Check and Future of B2B Payments
Session Track: Dynamics 365 Finance and Operations, Dynamics AX, Dynamics 365 Business Central, Dynamics NAV, Manufacturing
Check usage is declining, as your customers continue to shift to the digital payment methods they have gotten used to as consumers outside of the 9 to 5. COVID-19 has accelerated this process to an even greater degree as businesses continue to work remotely. Join Meredith Mitchell and Dan Blackburn from Versapay for a discussion on: – The challenges involved with accepting and processing checks – The digital payment methods that are replacing checks – The tools that digitize the payment process from order to cash You’ll also get first-hand look at how ChargeLogic, Versapay’s payments solution, helps you scale your business by automating manual AR processes and facilitating digital payments.
12:00PM – 12:30PM
In the Field: An Analysis of Mobile Field Service Solutions
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!
12:00PM – 12:45PM
Business Insights for Manufacturing Operations
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.
12:00PM – 12:45PM
How Ag Retailers Can Simplify Processing Equity Payments using Levridge
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.
1:00PM – 1:45PM
From NAV to Dynamics 365 Business Central – How to Plan and Execute a Successful Upgrade
From NAV to Dynamics 365 Business Central – How to Plan and Execute a Successful Upgrade
Session Track: Dynamics 365 Business Central
Join Stoneridge Software VP of SMB Natalie Lemke and Principal Solutions Engineer Sean Solberg to hear 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.
1:00PM – 1:45PM
New and Uncommonly Used Features in Dynamics GP
1:00PM – 1:45PM
Empowering a Remote Sales Team with Dynamics 365 Customer Engagement
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.
2:00PM – 2:30PM
How to Achieve Efficient and Accurate Scale Tickets with Levridge
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.
2:00PM – 2:45PM
Everything you Need to Know About Power Apps
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
2:00PM – 2:45PM
Real World Success Stories – How Dynamics 365 Customer Engagement Changed Operations at Two Businesses
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.
2:00PM – 3:30PM
Virtual Booth Hours
Virtual Booth Hours
Got a question or want to learn more? Click on our virtual booth hours from 2 – 3:30 p.m. today to join a Microsoft Teams meeting where you can chat with our Stoneridge Software team. Ask about your Dynamics system, upgrading, support, troubleshooting a problem, something you saw in one of the sessions or literally anything else!