Events

Looking to enhance your Microsoft Dynamics 365 FinOps investment? In this session, you’ll learn about three solutions with proven success boosting productivity within Microsoft environments. DSI ScanWorkX Enterprise’s hybrid supply chain approach allows for the efficiency of standard warehousing (WMS1) while utilizing only the Advanced Warehouse (WHS) features you need.  For less complex, WMS1-only warehouses, stock rooms, and retail organizations, DSI ScanWorkX Express is our new mobile supply chain app you can have running in days.  DSI Print Envoy integrates the Dynamics 365 Client and the Advanced Warehouse Mobile App to enterprise labeling software like DSI EPP, Bartender, Loftware, NiceLabel and CodeSoft without cut and paste ZPL scripts or complex coding.

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There are different advantages in the total cost of ownership between an on-premise software versus Business Central in the cloud. During this webinar, we’ll highlight how the cloud software pricing structure differs from traditional ERP software costs and where you can expect to save and spend money.

This webinar will feature a 15-minute presentation and 15 minutes to answer your pricing questions.

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There’s nothing productive about manual, time-consuming processes. We’ve heard loud and clear from GP and Key2Act users about a few of those manual processes and we went to work to solve them. Join Kyle Rehome as he showcases four assistant tools built for GP and Key2Act.

• System Activity Monitor for Dynamics GP – Automatically logs users out of Microsoft Dynamics GP after a set period of inactivity.
• Reconcile Assist for Dynamics GP – Automates the reconcile process to occur after users have been automatically logged out of the system.
• Maintenance Assist for Key2Act Equipment Maintenance – Automatically prioritizes and reschedules maintenance tasks that were not previously completed.
• Tasking for Key2Act Contract Maintenance – This enhancement gives users one screen for finding and applying mass changes to the currently selected set of tasks, calls or material.

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With Dynamics 365 Finance and Operations, all businesses can take advantage of the benefits of ML and AI and use those insights and technologies to change the business landscape, become more efficient, and reduce manual processes. Learn the differences between ML and AI and see how businesses today are using this technology.

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With Dynamics 365 Business Central, users can access the system anywhere, any time and on any device. During this webinar, you’ll preview what the system looks like across different devices and learn about the benefits of cloud-based software.

This webinar will feature a 15-minute presentation and 15 minutes to answer your questions.

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In this session we’ll teach you to author and execute test cases which can be used for functional validation. We’ll show you how to create and record a new scenario in BPM, add validation checkpoints and collect information from test cases for later use.

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Now is the time to discover why the majority of companies currently using AX will move to Dynamics 365 Finance and Operations over the next few years. During this webinar, you’ll see first-hand the new user experience in Finance and Operations. You’ll also hear the top reasons why business leaders are moving from AX to Dynamics 365.

• Learn how to prepare for the upgrade
• Understand how your team will be affected by moving to the cloud
• See the modern user experience and learn why it’s important for users
• Experience Embedded BI and other game-changing tools
• Learn about life with more regular updates and why Dynamics 365 is your last upgrade.

By the end of this webinar, you’ll have a solid understanding of why current AX clients are steadily moving to Finance and Operations and why it’s worth it for your company to upgrade.

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This workshop is designed to help your IT professionals understand how to maintain each of the components of your Dynamics AX environment. Our experts will show you how to best manage your Dynamics AX environment and teach you best practices for installation, configuration, managing and troubleshooting your Dynamics AX deployment. This class will take place every day from 9 a.m. to 4:30 p.m., June 18 – 20.

Course Outline:

• Intro
• Environment Management
• System Administration
• Integration Overview
• Development Overview
• Code Deployment
• Performance

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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.

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You already own them, why not use them?

In this session, you will get an overview of workflows available in Dynamics GP, workflow roles, and a sample of how to set them up.

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This workshop is designed to help your team understand how security works in D365 Finance and Operations, how to set up security measures, and the different security methodologies.

This class will take place every day from 9 a.m. to 4:30 p.m., July 9 – 10.

Course Outline:

• Intro
• Security concepts
• Dynamics AX application security (user setup with security, security role forms, customizing security)
• Implementation methodologies
• Review of methodologies
• Lab of each methodology type

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With Dynamics 365 Business Central, all businesses can take advantage of the benefits of ML and AI and use those insights and technologies to change the business landscape, become more efficient, and reduce manual processes. Learn the differences between ML and AI and see how businesses today are using this technology.

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This comprehensive training material provides you with an in-depth view of the extensive functionality contained within the Human Resources and Payroll applications. Besides learning the functionality, you will also learn tips and techniques that can help make an implementation successful, and you will gain a thorough understanding of the HR and Payroll applications and its capabilities. The training material covers the setup of the Payroll and Human Resources modules. It covers the processing of Payroll checks, and the everyday tracking of Human Resources. It also covers the Applicant functionality found in Human Resources so you can track the necessary information to hire quality employees. The training material also discusses the Attendance functionality which can be used to track employee attendance and absences using time codes. The integration of Payroll and Human Resources is also a focus of this training material.

Audience

This training material is targeted toward administrators, implementers, consultants, and end-users who need to understand the technical aspects of using the Microsoft Dynamics GP Human Resources and Payroll modules and want to gain the ability to manage employee and applicant information. Direct Deposit is also covered in this training material. This training material focuses on an integrated Human Resources and Payroll system.

At Course Completion

After completing this training material, individuals should be able to:

– Use Payroll Setup windows to customize the application to organizational needs

– Understand the available global setups that are available in Human Resources

– Set up Benefits and Deductions in Human Resources and Payroll

– Set up Attendance including time codes and accruals and how they are attached to employees

– Create pay codes, deduction codes, benefit codes, taxes and other employee-related items used to calculate Payroll checks

– Assign methods to calculate vacation and sick time for employees

– Process, generate and void Payroll checks for employees

– Use Human Resource Employee windows and be familiar with how they may be used to track necessary data about employees

– Use the Applicant system to better suit your organizational needs

– Use miscellaneous Payroll and Human Resources tools such as Payroll Gross-Up, To-Do Lists, and Compensation Management

– Create Human Resources and Payroll report options and produce desired reports

– Print numerous other Payroll documents such as W-2’s, 1099R’s and others

– Use Direct Deposit instead of generating checks for certain employees

– Close the Payroll year and prepare the system for the next year

Prerequisites

Before attending this training material, it is recommended that individuals have:

Some working knowledge of Microsoft Dynamics GP

Some basic understanding of Payroll law and regulations

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Current Dynamics NAV users are at a crossroad – remain on-prem or move to the cloud with Business Central. Learn about the advantages of moving to Business Central including how the Microsoft cloud benefits your business, cost of ownership, new functionality, and more.

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Change is constant in business today and it’s especially challenging 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 objectives and achieve the results you want from that change.

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If you’re new to Microsoft Dynamics GP, this series of classes will introduce you to the software and show you the basic elements. Throughout the week you will be introduced to the general ledger, payables management, receivables management, and bank reconciliation. Upon completion, you will have full knowledge of the GP financial module and will be able to perform basic and advanced functions.

Day One: Introduction to Microsoft Dynamics GP

This one-day course explores the basic elements of Microsoft Dynamics GP. Topics covered during this session include system and company setup procedures, how to use reports and inquiries, how to use SmartList to expand inquiry and analysis capabilities and tips for the user to personalize Microsoft Dynamics GP to streamline business practices.

Day Two: General Ledger in Microsoft Dynamics GP

This course explores the accounting cycle and the processes required to enter financial data into the system. It covers how to set up general ledger accounts, enter general ledger transactions, and post the transactions. This course also shows how to perform additional functions such as account reconciliation, budgeting, allocation, period-end procedures, and year-end closing procedures.

Day Three: Payables Management in Microsoft Dynamics GP

The one-day Microsoft Dynamics® GP Payables Management course examines the accounting cycle and the processes required to enter vendor invoices and process checks. This course also shows you how to perform additional functions such as adjustments, prepayments, month-end closing, and cash flow control. A thorough understanding of these topics allows for capitalizing on vendor discount dates to reduce accounts payable liabilities and easily select the right vouchers for payment by date, vendor, number, or custom query to control cash outlay. This course also provides guidance on how to define default values that automatically populate data fields and how to gather the information needed to make better business decisions by exploring powerful inquiry and lookup functions.

Day Four: Receivables Management in Microsoft Dynamics GP

The one-day Microsoft Dynamics GP Receivables Management course explores the accounting cycle and the processes required to enter invoices and receive payments from customers. This course also explains how to perform additional functions such as entering credit memos, prepayments, small balance write-offs, print customer statements, enter and void scheduled payments, and month-end closing procedures.

Day Five (half day): Bank Reconciliation in Microsoft Dynamics GP

This half-day course explores the processes required to manage cash receipts, cash disbursements, and other transactions that affect checkbook balances. It also shows you how to perform the checkbook reconciliation process in the Bank Reconciliation module, ensuring the accuracy of your financial data and its relation to your financial institution statements.

This class runs from 8:30 a.m. – 5 p.m. Monday – Thursday, and 8:30 a.m. – Noon on Friday. If you would like to register for a single day class, please email solutions@stoneridgesoftware.com.

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This training will cover Job Cost from Key2Act. The class will run from 8:30 a.m. – 5 p.m. on Tuesday, and 8:30 – Noon on Wednesday.

At completion, attendees will learn:

• Job Cost Overview: Overview and Introduction to the functionality of Key2Act Job Cost. How to Navigate the system and what the Symbols represent What the Process Flow consists of and what the key windows and fields are in the system. How the HELP Menus can assist the end user.
• Creating and Importing Jobs: How to create a job, what are Contract/Billing Types, Selecting Cost codes, Create Bill Codes, Create and Use Job Templates.  Attach notes and documents to a job
• Managing Jobs: How to view and navigate the Job Status window and all of the tabs involved.
• Transactions and Adjustments, Estimate Import: How to create an estimate to a job and to create a forecast revision entry. How to transfer a service call to a Job
• Creating a project: How to create a Project
• Month End Job Cost Procedures: How to close the jobs, month and POC process. WIP reconciliation Tool

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This three-week Microsoft Dynamics 365 for Operations Development Workshop will be held online from 12 to 2 p.m. (CDT), Monday – Friday, November 4 – 22.

Stoneridge Software’s Development Workshop will provide students with an overview of the Dynamics 365 for Operations architectural and development features and the tools available in the development environment. This workshop covers the essentials of doing development in Dynamics 365 including creating tables, classes, forms and reports.

Course Outline:

• Visual Studio Overview
• AX Architecture
• Data Types & Tables
• User Interfaces
• Debugging & X++ Control Statements
• Objects & Classes
• Accessing the Database
• Exception Handling
• Security for Developers
• Working with Data
• Classes
• Forms
• Reports
• Data Entities

REGISTER HERE.