Microsoft Dynamics ERP & CRM
– Recorded Webinars/Training –

Deep Exploration of Microsoft Dynamics Suite

Microsoft Dynamics 365 BC

—   Are you getting the most out of your Dynamics 365 BC?   —

We will explore workflows. Purchase Invoice Approvals, Customer Card updates and others. Sub-Ledger Budgeting
Go beyond GL budgets with sub-ledger budgets for Customer, Vendors, Items and more.
Reporting –What’s available? Excel refreshable reports, PowerBI- Extend report access beyond the core users.

Microsoft Dynamics GP 2018

—   Are you getting the most out of your Dynamics GP software?   —

Workflows such as AP Invoice approvals, Customer Master File updates and more. Excel-based Budgeting – Are you ready for your mid-year budget adjustments?
Find out how to easily update. Reporting – Excel refreshable reports, PowerBI- Learn about these and other reporting options.

Recorded Trainings / Webinars

Dashboards and Analytics for MS Dynamics

With Microsoft Power BI, you now have the freedom to allow access to your ERP data, to as many of your team as you would like, with a level of access and analysis that you decide.

With traditional reports and statements, you typically get rows and columns of figures, with some totals and basic calculations.

What’s New in Microsoft Dynamics GP 2018

Microsoft’s commitment to the Dynamics GP system continues, and with GP 2018 the new features and updates are still being released.

Review of ALL the new features that have been released, going back to GP 2013. This cumulative view will highlight the major advances over the past few versions of the system.

Reporting Add-on for MS Dynamics

Financials, Ledgers and Analytics. It’s time to move beyond MR 2012, get a complete reporting picture.

We all love Management Reporter, and we have all grown comfortable with Management Reporter. But there are many reporting needs and requirements that need to go beyond pure financial reporting.

Workflows and Document Imaging

When a business starts to rapidly grow, many previously reliable and efficient processes will get overwhelmed and start breaking down.

Replacing manual processes with a system-managed process. Different pre-configured, out of the box Workflows to help you manage common process flows.

Introduction to PowerBI

Power BI transforms your company’s data into rich visuals for you to collect and organize so you can focus on what matters to you. Power BI is a suite of business analytics tools to analyze data and share insights.

Monitor your business and get answers quickly with rich dashboards available on every device.

Complete Business Intelligence Suite for GP

BI360 provides a complete Excel and web-based suite, comprised of Reporting, Budgeting, Dashboard and pre-configured Data Warehouse solutions that integrate to all of your data sources! Because BI360 comes with out-of-the-box integration to Dynamics GP, it only takes a fraction of the time to implement compared to other Business Intelligence solutions.

Management Reporter replacement

Management Reporter tool in Dynamics GP. While you’ll still be able to use MR and receive basic support.

The good news is that you can switch to a next-gen solution like Solver BI360, and actually gain enhanced capabilities and intelligence beyond MR’s financial reporting.

Streamlining Budgeting and Forecasting

Solver’s Excel and Web-based suite offers easy to use budgeting, forecasting, reporting and dashboard tools.

BI360 provides a complete budgeting and forecasting solution with a preconfigured Data Warehouse that integrates disparate data sources.

Jet Express for Excel: Faster Report Writing

Does Management Reporter seem to slow you down? Do you prefer working in Excel when possible? If so, this webinar is for you! While MR works great for many of our clients, others prefer the features available through Jet Reports, a financial report writing solution.

Dynamics GP | Year End Close Tips & Tricks

Join TMC as we review the steps to prepare for, and then run-thru the Year-End Close process for Dynamics GP. Topics to be covered include: Making a SQL database Back-up | Close the Sub-ledgers (Inventory, Accounts Receivable/Payable) | General Ledger Close

SmartList Designer for Dynamics GP

SmartList Designer is available for anybody who is on GP 2013 Service Pack 1 or more recent. So Service Pack 1, Service Pack 2, R2, and of course through GP 2015 and going forward. If you’re on the original GP 2013 and haven’t upgraded from that point, for whatever reason…

Microsoft Dynamics ERP – Systems Integrations

Welcome to systems integration with Microsoft Dynamics. For any system integration, the basics include the message types or the package that contains the information. It’s going to be moving back and forth. This might be an XML message. You might use an API library to communicate directly.