Stoneridge Software Presents Sessions at User Group Focus 2019

By Ross Wendlandt | February 8, 2019

We hope to see you in Texas at User Group Focus! Make plans to join us in Houston where Stoneridge Software will be presenting five sessions at User Group Focus in March. Focus offers advanced, deep-dive sessions that will educate and empower users to better utilize Dynamics.

User Group Focus is divided into three, two-day conferences:

  • March 11-12: Dynamics 365 Fiance and Operations, Dynamics AX, Dynamics CRM
  • March 13-14: Dynamics 365 Business Central, Dynamics NAV
  • March 13-14: Power Platform

Experts from Stoneridge will be leading four CRM sessions and one NAV session:

Interested in Moving to the Unified Client Interface?

March 11 | 10:15 - 11:45 A.M. | Room: Champions VI & VII

Panel lead by Susan Pautzke, CRM Functional Consultant, Stoneridge Software and Griffin Kilber, Sales Enablement, Magenic

Have you been thinking about if and when you’ll move to the unified client interface? Talk to people that have seen the unified client interface in use. This panel will discuss the transition and what it means from an Outlook and mobile perspective.

Are You Achieving the Highest ROI Using the Service Module in Dynamics 365?

March 12 | 10:45 A.M. - 12:15 P.M. | Room: Champions I-II

Presented by Jeff Spehn, Senior Consultant, Stoneridge Software

Take your customer service to the next level with case functionality in Dynamics 365. By setting up automation, you can save your customer service representatives time and gain better insights into customer satisfaction and satisfaction KPIs. We’ll cover features such as auto-creation, service level agreements, timer, entitlements and new the KnowledgeBase. We’ll break into pairs for hands-on experience in building out some of these advanced customer service features.

You Can Benefit from Business Process Flows in Dynamics 365 - Here's How

March 12 | 1:15 - 2:45 P.M. | Room: Champions I-II

Presented by Jason Durfee, Presales Architect, Stoneridge Software

Business process flows are useful for standardizing how your team performs specific tasks. Over the last year there have been a lot of new features added to business process flows. We'll teach you how to implement actions, branching, concurrent processes, and LinkedIn data within the business process flow. Have a sandbox org ready so you can practice configuring a business process flow with some of these features.

Simple Steps to Increase Dynamics 365 User Adoption

March 12 | 3:00-4:30 P.M. | Room: Champions I-II

Presented by Jeff Spehn, Senior Consultant, Stoneridge Software

You went through the process of buying and implementing, now how do you get your employees to get on board? Many companies struggle with user adoption for a variety of reasons. One common complaint is that the system is “hard to use.” In this session, we’ll show you how to make configuration changes to confusing forms that will optimize the user interface. We’ll also take a look at helpful tips for navigation and advanced find. Finally, we will break into small groups to review and suggest improvements to an actual form in your system.

Why Your Accounting Team Should Know RapidStart

March 14 | 10:15 - 11:45 A.M. | Room: Founders II

Presented by Natalie Lemke, Dynamics 365 Business Central and Dynamics NAV Practice Director, Stoneridge Software and Marijke Groat, Senior Consultant, Stoneridge Software

RapidStart can and should be used for more than just go-live setup activities. We'll dig deep & show you how to leverage RapidStart to import directly to journals, expedite month-end & quarter-end close, to update values in the Bank Reconciliation process, and reclass transactions. A detailed walk-through on data updates and data loads will teach you how to configure and use this robust feature to make your team more productive.

Register for Focus online and then contact us to let us know you'll be there.

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