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Learn Over Lunch Webinars

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Learn over your lunch hour during these one-hour webinars focusing on topics related to Microsoft Dynamics GP and Microsoft Dynamics CRM. Each session is only $49 per participant and is open to all GP and CRM users.

 

Once you click register, you will be taken to a PayPal site. Once your payment is processed, you will be directed to the registration link. Please contact us with any questions or suggestions for future webinar topics.

 

If you are on a support plan and would like to use one of your free class credits to attend a webinar, please contact Shaundra.

ISV Webinars are listed on this page.

 

Date

Topic

 

April 26, 2017

11 a.m. to noon CST

 

Beyond Depreciation – How to Manage Your Fixed Assets

 

Every finance person understands the need to track depreciation on assets. However, many organizations don't have a strategy to track where the assets are, who has them or even if they exist in the inventory. Often assets are tracked on spreadsheets and even more often, not at all. This session will introduce all of the features available for physically tracking assets. Who has them - where are they located. Features such as grouping, mass update, and user fields will be reviewed. Introduction of strategies to track not only capital assets, but expense assets will be presented.


Learning Objectives:

  • Understand advantages of taking asset tracking out of spreadsheets and move to Dynamics GP.
  • Describe barcoded asset tags assignments and the tagging options.
  • Describe how to use the mass update feature of the Fixed Asset module.
  • Understand ways to use Master Asset ID.
  • Describe extensibility options using the user field setup.

 

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May 24, 2017

11 a.m. to noon CST

 

How to Make CRM a tool that your sales team will love

 

Most salespeople treat CRM as an afterthought and relegate its usage to a recordkeeping task to keep management off their backs. By adjusting the sales process and customizing Dynamics CRM to facilitate the process, it is possible to transform a sales organization. This session will discuss sales process concepts and how CRM can be utilized to empower the salesperson and grow the pipeline

Learning Objectives:

  • learn best practices as it relates to sales process concepts
  • learn how CRM can be utilized to empower the salesperson
  • learn how you can effectively use CRM to grow the pipeline


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August 24, 2017

11 a.m. to noon CST

 

Using Employee Self Service for Benefit Enrollment

 

Learn how to use the Employee Self Service in Dynamics GP to manage benefit enrollment. Learn what modules are required; how to set it up; and how employees use the setup to view current enrollment and perform enrollment tasks.


Learning Objectives:

  • Know what licenses are required to utilize self-service functionality.
  • Understand the setup of self-service.
  • Understand how employees use self-service to enroll in benefits.


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September 21, 2017

11 a.m. to noon CST

 

Month End documentation equals an efficient year end audit

 

During this webinar, you’ll get professional guidance on what procedures to follow at month-end and how to organize your files for an efficient year end audit.


Learning Objectives:

  • understanding of which reports to run in each module
  • ability to identify when month end close was completed correctly
  • understanding of which documents the auditors need


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October 26, 2017

11 a.m. to noon CST

 

I have HR and Payroll. Now What?!

 

You have HR and Payroll (HRP) modules activated - now what? We will share a 'plan of attack' now that HRP is installed. Learn how to get beyond the basics with a high level HRP roadmap! Join us for this session and learn how to get the most out of HRP in the first few months.

Learning Objectives:

  • Best practices for leveraging configured HR & Payroll modules in Dynamics GP.


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November 14, 2017

11 a.m. to noon CST

 

Deciphering Power BI and OData in Dynamics GP

 

During this session you'll learn how (and why) to use Power BI and OData in GP.

Learning Objectives:

  • See how Power BI works on the GP homepage
  • Learn how GP OData works with Power BI
  • Learn how to use Power BI Desktop vs. Power BI Online vs. Power BI the App


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December 14, 2017

11 a.m. to noon CST

 

Cash is King

 

In this session, learn about everything in Dynamics GP that can affect your cash balances. This includes bank reconciliation, accounts receivable and payable, e-reconcile, safe pay, EFT, and reporting.

Whether you need to forecast cash positions, create reports for banks and auditors, or just figure out why your G/L, bank reconciliation, and bank statements all show different numbers, this is the session for you!

Learning Objectives:

  • Learn better, more comprehensive cash management techniques & reporting while working within Dynamics GP.


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Free ISV Webinars are listed here