Events

This two-day Dynamics 365 for Finance & Operations Development Workshop will be held online from 9 am – 4 p.m. (CDT), on Monday, March 25 and Tuesday, March 26. Lunch break each day will be from Noon to 1 p.m.

“What’s New for Developers in Dynamics 365?” will provide students with an overview of the differences in development for those who have been working in Dynamics AX 2009 or AX 2012 and are moving to Dynamics 365 for Finance & Operations. It will cover architectural and development features and the tools available in the development environment. This workshop covers the essentials of doing development including creating tables, classes, forms, and reports. All students will have access to an environment for labs.

Course Outline:

Visual Studio Overview

• Projects
• Solution Explorer
• Working with Projects
• References
• Debugging

Architecture

• IIS
• Models
• VS Project types
• ModelUtil
• Deployment Packages
• Export/Importing Code
• AOT

Tables and UI

• Changes to Base Enums
• Changes to Tables
• Changes to Forms
• Tiles
• Menus
• Workspaces
• Labels

Changes in X++

• Refresh of debugging
• New base data typer
• New look of boxes/dialog
• New look of Infolog
• Cross-company support
• Working with files

Changes to Security

• Data Entity Permissions
• Direct Access/Field Level Permissions
• Form Control Overrides

Data Entities

SSRS Reports

REGISTER HERE.

Many organizations have goals to be more agile, digital, mobile, or responsive and those goals are requiring them to upgrade their infrastructure and processes. At the heart of those infrastructure and process changes is the need to support more widespread integration, whether it’s to integrate more applications, data stores, people, or things. TIBCO Scribe will discuss how an Integration Platform as a Service (IPaaS) offers numerous agility, risk management, and lifecycle management advantages for IT Professionals and their Organizations.

REGISTER HERE.

Mainstream support for Dynamics AX is nearly its final end-date. Learn what is available to current AX users in Mainstream support, what is included in Extended support, and what happens when AX is no longer supported. This webinar will give you the support end dates for all versions of Dynamics AX.

REGISTER HERE.

Please join us Tuesday, April 16 at our spring GP user group in Bismarck. This exclusive event includes informative sessions and the opportunity to network with the Stoneridge Software team and other Dynamics users just like you.

Registration: 8:30 – 9 a.m.

User Group: 9 a.m. – noon

Lunch (included) 12 – 1 p.m.

*Refunds are available for cancellations up to 24 hours in advance.

REGISTER HERE.

Please join us on Wednesday, April 17 at our spring GP user group in Fargo-Moorhead. This exclusive event includes informative sessions and the opportunity to network with the Stoneridge Software team and other Dynamics users just like you.

Registration: 8:30 – 9 a.m.

User Group: 9 a.m. – noon

Lunch (included) 12 – 1 p.m.

*Refunds are available for cancellations up to 24 hours in advance.

REGISTER HERE.

The spring release of Dynamics 365 Business Central is full of exciting new features and updates. During this webinar, we’ll dive into the spring release and what it means for both current Business Central users with software still on-premise and those interested in Business Central.

REGISTER HERE.

With Dynamics 365 Finance and Operations, 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.

REGISTER HERE.

Please join us for our annual client conference, Stoneridge Connect, in Minneapolis! This exclusive event includes informative breakout sessions, an ISV expo and the opportunity to network with the Stoneridge Software team and other Dynamics users just like you.

REGISTER HERE.

Learn how your sales team can convert leads to customers faster than ever with the new features and functionality included in the April release of Dynamics 365 for Sales. During this webinar, you’ll see first-hand how to take advantage of sales embedded AI, playbooks, and predictive scoring, and how these features can help you sell more effectively.

REGISTER HERE.

Everyone has an AP document management problem.  But why implement a solution that only solves that one issue for just one department?

Whether you’re the CFO, AP Clerk, Accounting Manager, HR Manager, Sales or IT, you CAN spend less time managing your data.

Attend this webinar to learn about:

• Improving productivity in any department
• Accessing data anywhere, on any device
• Achieving significant cost savings
• Successful DocLink customers

Spend less time managing your data.  Register for this webinar to learn how you can connect your people, processes, and data, in every department, for a competitive advantage.

REGISTER HERE.

Dynamics 365 Finance and Operations offers more functionality and apps to fit the needs of today’s corporations. During this session, you’ll see first-hand the top new features available and how they will benefit your organization.

REGISTER HERE.

Learn the why, when and how of moving to the cloud. We’ll help you understand the benefits of a cloud-hosted ERP system compared to an on-premise system, how you can identify the right time to make the move and the available options.

• What is the cloud? How can Stoneridge help with the cloud.
• PowerGP Online
• Moving GP to private cloud
• Intelligent Edge
• Business Central Option

REGISTER HERE.

This training will cover Job Cost from Key2Act.

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

REGISTER HERE.

With Dynamics 365, Microsoft is fully integrating the digital workspace to offer a more collaborative and integrated system across all business applications and departments. Learn how your business can benefit when information flows freely between departments and systems, eliminating manual re-entry and streamlining processes and workflows.

REGISTER HERE.

Introduction

This training provides individuals with the knowledge and skills to build basic and advanced financial statements using Management Reporter.

Audience

This training is intended for partners, end users, IT professionals or accounting professionals who build and maintain the organization’s financial reporting package. After reviewing this training, individuals will be able to:

-Explore the demonstration company and sample reports

-Export the sample reports as a template for their own report design

-Associate the building blocks in a variety of report definitions including row definitions, column definition, and reporting tree definitions

-Design basic report building blocks in Report Designer including trial balance reports, income Statements, variance reports, balance sheets, statements of cash flow, and consolidation reports.

-Discover the power and flexibility of reporting trees to present financial results at the responsibility level (i.e. by dimensions)

-Apply worksheet linking to report on data maintained in Microsoft Office Excel

-Use report output and distribution options including Report Viewer

-Implement security including customized roles, groups, and users

-Design reports that support XBRL

-Use the Report Wizard to create reports

Prerequisites

Before reviewing this training, it is recommended that individuals have:

General knowledge of the Windows operating system

Basic knowledge of accounting principles and procedures

Prior knowledge in building financial statements

Understanding of their specific XBRL reporting requirements

REGISTER HERE.

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.

REGISTER HERE.

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

REGISTER HERE.

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.

REGISTER HERE.

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

REGISTER HERE.