Presents · 2019. 4. 6. · EBC East 11:30 – 12:30 EBC West 12:30 – 1:30 1:30 – 2:30 MPR East...

Microsoft Dynamics GP User ConferenceNovember 15-17, 2017

Presents

Welcome to GPUC 2017We are excited you are taking time out of your busy schedules to meet with us over the next few days! If at any time during the conference you need assistance or have general questions, please see an Implementation Specialists team member.

We would like to thank all of our sponsors for their support of this year’s GPUC event!

GOLD SPONSORS

EXPO SPONSORS

For your convenience, all sessions are ranked by level, as well as categorized.

Levels: • Level 100: Basic • Level 200: Intermediate • Level 300: Advanced

Categories: • Payroll/HR • Financials • Technical • Reporting • Distribution • Add-ons

All breaks will take place in the MPR Hallway Please stop by and visit with sponsors at this time.

Lunch – Will be served outside of MPR East & MPR West. The MPR will be open for you to use for lunch.

Evaluations – There will be evaluation sheets available in each session. You can also complete evaluations for each session at: https://www.surveymonkey.com/r/FLNTKD3 Please complete an evaluation at the end of each session and hand in to the room assistant or submit online.

Facility – If you have Microsoft Facility related questions/concerns please see Katy at the reception desk at the top of the EBC stairs.

For conference materials login to our FTP site:

http://208.65.99.113:75

User: gpuc Password: Dyn@mics

Agenda | WED, NOV 15Registration & Breakfast

Welcome - Deb Sletmoen, President (IS)Keynote – Product Strategy Roadmap including Dynamics GPPam Misialek, (Microsoft)

Top FeaturesPam Misialek, (Microsoft)Level: 100

Payroll BasicsMargi Jandro, (IS)Level: 100, Payroll/HR

Nuts & Bolts of Field Level SecurityHeather Maneiro, (IS)Level: 200, Technical

Dynamics GP Lists: Tips & TricksScott Wardzinski, (IS)Level: 100, Reporting

All the Software is Colliding...Eric Alexandar, (CIMCloud/Website Pipeline)Level: 100, Add-Ons

50 Tips & TricksPam Misialek, (Microsoft)Level: 100

Excel BasicsDan McKay, (IS)Level: 100, Reporting

7:45

8:30 – 10:00MPR Central

10:15 – 11:15MPR East


10:15 – 11:15MPR West

10:15 – 11:15EBC East

10:15 – 11:15EBC West

11:30 – 12:30MPR East


Agenda | WED, NOV 1511:30 – 12:30MPR West

11:30 – 12:30EBC East

11:30 – 12:30EBC West

12:30 – 1:30

1:30 – 2:30MPR East


1:30 – 2:30MPR West

1:30 – 2:30 EBC East

1:30 – 2:30 EBC West

1099sDeb Sletmoen, (IS)

Level: 100, Financials

Managing GP as a System AdministratorBeau Mundt, (IS)

Level: 200, Technical

The SalesPad SuiteKelli Zerbel, (SalesPad)

Level: 100, Add-Ons

LUNCH

AP BasicsScott Wardzinski, (IS)Level: 100; Financials

Using Inquiry & Utility Functions in PayrollMargi Jandro, (IS)

Level: 200, Payroll/HR

Microsoft FlowBrian Meier; (Microsoft)

Level: 100

Changing the SmartList DefaultTim McKay, (IS)


Cut It Out! Go Paperless Enterprise-wide with DocLink

Bryan Feld & Kevin Dudevoir, (Altec/DocLink) Level: 100, Add-Ons

Agenda | WED, NOV 15AR BasicsScott Wardzinski, (IS)Level: 100, Financials

GP & SSRS Security AuditTim McKay, (IS)Level: 300, Reporting

GP in the CloudBeau Mundt, (IS)Level: 100, Add-Ons

Using Automation to Free Up Your TimeRob Wagner, (IS)Level: 300, Technical

20 Ways PanatrackerGP Improves Inventory & Asset Control Through BarcodingLori Pauly, (Panatrack)Level: 100, Add-Ons

Managing Cash with Dynamics GPHeather Maneiro, (IS)Level: 100, Financials

SmartList Basics for PayrollMargi Jandro, (IS)Level: 100, Payroll/HR

SQL Maintenance PlansTim McKay, (IS)Level: 200, Technical

2:45 - 3:45MPR East

2:45 - 3:45MPR Central

2:45 - 3:45MPR West

2:45 - 3:45EBC East

2:45 - 3:45EBC West

4:00 - 5:00MPR East


4:00 - 5:00MPR West

Complementary

Happy Hour Social5-7 p.m.

Sponsored/Provided by

Following Wednesday’s sessions, hang around on-site for “Happy Hour” and

socialize with the CONCUR team!

Agenda | WED, NOV 15Configuring Excel for Copy/Paste

Dan McKay, (IS)Level: 300, Technical

Integrate or DieAlicia Bement, (eOne)

Level: 100, Add-Ons

4:00 - 5:00EBC East

4:00 - 5:00EBC West

Welcome from Implementation Specialists Deb Sletmoen, President

Keynote Join Pam Misialek, Senior Product Marketing Manager for Microsoft Dynamics GP, as she walks you through

the GP Roadmap and what’s new with GP 2018!

Top FeaturesPam Misialek, Microsoft Sr. Product Marketing ManagerLearn about all of the top features that Microsoft Dynamics GP has to offer!

Payroll Basics Margi Jandro, (IS)Let’s go back to the basics! Learn payroll basics within GP and ask any questions you may have.

Nuts & Bolts of Field Level SecurityHeather Maneiro, (IS)When it makes sense, when to go a different route, & how to use it.

Dynamics GP Lists: Tips & TricksScott Wardzinski, (IS) How is information restricted, how to turn off business analyzer, why does it run so slow…

Session Details | NOV 15

All the Software is Colliding: Navigating the increasingly complex world of ERP, CRM, E-commerce, and CIM - Website Pipeline/CIMCloud Eric Alexander, Director of Sales The major categories of software that help companies to get, keep, and grow customers are colliding, including ERP, CRM, e-commerce, and the newest player - CIM (Customer Interaction Management). Choosing the right tools is mission-critical to ensuring your business stays relevant to current and future customers. In this session, we will provide a framework to discovering and prioritizing your company’s true needs so you can make informed decisions about your software spending. We will introduce the brand new CIM software, CIMcloud, which includes the best parts of CRM and e-commerce in a single platform fully integrated to Dynamics GP. This is a must-attend session for product-centric B2B companies ready to optimize their customer interactions.

50 Tips & Tricks Pam Misialek, Microsoft Sr. Product Marketing ManagerWhether you are new to the solution or an experienced user, this is the session that gives you the most value for the time invested. Back by popular demand, come to this popular session for a new and refreshed 50 tips in 50 minutes. This fast-paced format will not only keep your interest, but will more importantly give you tips on getting more out of your solution.


Excel Basics Dan McKay, (IS)Increase your knowledge of Excel to include adding filters, subtotals, adding numbers based on condition, and more!

1099s Deb Sletmoen, (IS)See tools available in GP to help with 1099s and understand the process of producing the 1099s.

Managing GP as a System AdminBeau Mundt, (IS)Join us for tips & tricks on managing Dynamics GP as a System Administrator or IT Manager.

The SalesPad Suite - SalesPadKelli Zerbel, Territory ManagerLooking to learn more about SalesPad’s user-friendly operations ERP software? This session offers an overview of SalesPad Desktop and how it can enhance and optimize your GP experience. Learn about how our innovative software offers 100% visibility into the inventory management process and delivers meaningful customer data to help companies do smarter business.

AP BasicsScott Wardzinski, (IS)We will cover the basics for accounts payable from creating invoices to printing checks and closing invoices.


Using Inquiry & Utility Functions in PayrollMargi Jandro, (IS)Using Inquiry will show you how to view employee and pay activity information and how to print Payroll reports. Using Utilities will keep your Payroll records current and will allow you to edit tax information.

Microsoft FlowBrian Meier, Microsoft Principal Program Manager Lead Microsoft Flow is a new Saas offering that automates workflows across applications. Without a developer, people can create their own flows with a visual designer. Learn how to leverage this new offering to give your customers more value.

Changing the SmartList DefaultsTim McKay, (IS)We will be showing you how to change the default options within SmartLists and other tips and tricks with SmartLists.


Session Details | NOV 15Cut It Out! Go Paperless Enterprise-wide with DocLink, Document Management - Altec/DocLinkBryan Feld, Sr. Sales Engineer / Kevin Dudevoir, Director of Sales Taking the first step toward fixing outdated business practices can be daunting, but you need to start now. Your team needs to be able to easily expedite processes; they need software to scan/route documents, create alerts, customize forms, automate workflows, and be able to access files from any device. Ready to Go Paperless and cut out the manual, paper-based processes? Let Altec show you how to begin with the Certified for Microsoft Dynamics (CfMD) document management and workflow solution DocLink. Whether you are the CFO, AP Clerk, Accounting Manager, HR Manager, or in Sales or IT – learn how you can adopt DocLink in any department to go paperless and benefit from automating and streamlining your business processes to: • Eliminate Filing and minimize data entry • Reduce filing, faxing, searching, and copying costs • Allow users to retrieve supporting documents instantly and easily • Easily route documents between offices to ensure timely approvals (even on the go). • Increase department productivity by as much as 40% • Traditionally returns an ROI of nine months or less

Join us for this session and leave able to identify where your company needs an efficiency boost and get ready to go paperless with any documents, any process, anywhere!

Session Details | NOV 15AR BasicsScott Wardzinski, (IS)We will cover the basics for accounts receivable from creating invoices to receiving and applying payments and closing out periods.

GP & SSRS Security AuditTim McKay, (IS)We will cover the different reports that are available for GP and SSRS Security. We will also look into validation of who can run which options in GP and/or SSRS. We will also cover a few additional reports that will help with a Security Audit.

GP in the CloudBeau Mundt, (IS)Dynamics GP in the Cloud, how can it benefit your company, reduce your hardware footprint, help you go green, and save some green too!

Using Automation to Free Up Your TimeRob Wagner, (IS)Join us to learn how to simplify window operation, leverage existing functionality, and take it to the top with a custom automation toolkit.

Session Details | NOV 1520 Ways PanatrackerGP Improves Inventory & Asset Control through Barcoding - PanatrackLori Pauly, Sales ManagerAre you tracking inventory or assets in Dynamics GP? Join Panatrack for a quick look at how barcoding can work for you! Learn how you can achieve significant savings of time, money, and errors by adding PanatrackerGP to gain real-time updates in Dynamics GP. Attend this session to learn 20+ ways that PanatrackerGP dramatically simplifies inventory receipts, stock counts, lot tracking, order fulfillment, asset management, and more! Lower your costs and improve customer satisfaction.

Managing Cash with Microsoft Dynamics GPHeather Maneiro, (IS)Learn everything from best practices in setting up Petty Cash to using SafePay, EFT, & Direct Deposit.

SmartList Basics for PayrollMargi Jandro, (IS)Learn Payroll SmartLists that are needed to have a successful payroll and stay compliant with regulations.

SQL Maintenance PlansTim McKay, (IS)We will cover the process for creating SQL Maintenance Plans and how to best fit them to your environment.

Configuring Excel for Copy/PasteDan McKay, (IS)Learn how to take your existing spreadsheets and configure your data for use with GL Copy/Paste.

Session Details | NOV 15Integrate or Die - eOneAlicia Bement, Channel Manager for SmartConnectIt’s 2017 and Dynamics GP is not the only software you use – not even close. In this session learn how to get excited about each new integration point you uncover and set about making all these systems talk together. Learn that you DO NOT need to be a developer to start saying YES to your business requirements. Join the eOne team as they dive into SmartConnect – their integration tool for Dynamics GP, CRM, Cloud, Hybrid, and everything in between.

Featured Solutions

PMUnapply allows you to move historical payables transactions

(in history) back to OPEN and “unapply” without voiding the payment record!

No more worrying about when to close AP and AR. Regardless of when you close, SummaryRecalc

will recalculate and reset the “Year-to-date” and “Last Year” numbers on the Vendor Yearly Summary and the Customer Yearly Summary so that your reports are correct.

Summary Recalc

Agenda | THURS, NOV 16Registration & Breakfast

Working with Users to Gather Information for TroubleshootingHeather Maneiro, (IS)Level: 300, Technical

Advanced Payroll & HRMargi Jandro, (IS)Level: 200, Payroll/HR

BudgetsDeb Sletmoen, (IS)Level: 100, Financials

Workflow BasicsBeau Mundt, (IS)Level: 100, Distribution

QuickMail, & PrintKeep/AutoListRob Wagner, (IS)Level: 100, Add-Ons

Moving from Assembly to ManufacturingRob Wagner, (IS)Level: 100, Distribution

Payroll Year-EndTerry Heley, (Microsoft)Level: 100, Payroll/HR

Using Alerts, Scheduling & NotificationsDan McKay, (IS)Level: 200, Reporting

7:30

8:00 - 9:00MPR East


8:00 - 9:00MPR West

8:00 - 9:00EBC East

8:00 - 9:00EBC West

9:15 - 10:15MPR East


9:15 - 10:15MPR West

Agenda | THURS, NOV 16Service Based Architecture

Beau Mundt, (IS)Level: 300, Technical

Top wsTOOLS for your SuccessBrandon Mayer, (IS)Level: 100, Add-Ons

Moving Vendors & Customers to ACHHeather Maneiro, (IS)Level: 200, Financials

New Payroll & HR FeaturesTerry Heley, (Microsoft)Level: 100, Payroll/HR

AP & AR Divisional Trial Balance Reports in SSRS

Tim McKay, (IS) Level: 300, Reporting

Customizing User RolesScott Wardzinski, (IS)


Concur Spend Management Solutions: Turning Cost Centers into Profit Centers

Charlie Luckie & RJ Anderson, (Concur)Level: 100, Add-Ons

LUNCH

Designing a DR PlanTim McKay, (IS)


9:15 - 10:15EBC East

9:15 - 10:15EBC West

10:30 - 11:30MPR East


10:30 - 11:30MPR West

10:30 - 11:30EBC East

10:30 - 11:30EBC West

11:30 - 12:30

12:30 - 1:30MPR East

Agenda | THURS, NOV 16Detail Activity Tracking Tool & PSTL Tools for PayrollMargi Jandro, (IS)Level: 100, Payroll/HR

MR Cool FeaturesDeb Sletmoen, (IS)Level: 100, Reporting

Accessing SQL Table Data in VBADan McKay, (IS)Level: 300, Technical

PCI Compliance & AR Automation 101Fauwaz Hussain, (Nodus Technologies)Level: 100, Add-Ons

Deferred Revenue ExpensesDeb Sletmoen, (IS)Level: 100, Financials

Purchasing in GPHeather Maneiro, (IS)Level: 200, Distribution

How to Create an Integration using Integration ManagerDan McKay, (IS)Level: 200, Technical

Word TemplatesRob Wagner, (IS)Level: 300, Reporting


12:30 – 1:30MPR West

12:30 – 1:30EBC East

12:30 – 1:30EBC West

1:45 - 2:45MPR East


1:45 - 2:45MPR West

1:45 - 2:45EBC East

Hors d’oeuvres & BeveragesSocial with optional Microsoft Campus Tour

4:30 - 7:00 p.m.Following Thursday’s sessions, stick

around on-site to network & socialize!

Agenda | THURS, NOV 16Greenshades Benefits Open Enrollment

Chris Hadden, (Greenshades)Level: 100, Add-Ons

Intro to PowerBI & MoreDan McKay, (IS)

Level: 200, Reporting

Employee Self-ServiceTerry Heley, (Microsoft)Level: 100, Payroll/HR

GP Modules You Aren’t UsingDeb Sletmoen, (IS)

Level: 100, Add-Ons

Creating Test CompaniesScott Wardzinski, (IS)Level: 100, Technical

Payroll ToolsMargi Jandro, (IS)

Level: 100, Add-Ons

1:45 - 2:45EBC West

3:00 - 4:00MPR East


3:00 - 4:00MPR West

3:00 - 4:00EBC East

3:00 - 4:00EBC West

Session Details | NOV 16Working with Users to Gather Info for Troubleshooting Heather Maneiro, (IS)Hear how technical experts work with end users to obtain the necessary information needed to solve technical problems more quickly.

Advanced Payroll & HRMargi Jandro, (IS) with Terry Heley (Microsoft)Join us to learn about the Pay Policy Manager, Payroll Hours to General Ledger, & Advanced Labor Reporting.

BudgetsDeb Sletmoen, (IS)See budgets using combine features, Excel importing, & reporting.

Workflow BasicsBeau Mundt, (IS)The basics of Workflow 2.0 in Dynamics GP. Learn what they are and how to set up a basics workflow.

QuickMail & PrintKeep/AutoList/Word TemplatesRob Wagner, (IS)Learn the latest information about how Implementation Specialists can help you streamline and professionalize the lines of communication between your company and others. See how we can help you add higher quality and consistency to the processes you and your team can use to systematically interact with the customer.

Moving from Assembly to ManufacturingRob Wagner, (IS)Compare and contrast Assembly with Manufacturing, find out what additional steps are needed to move between these 2 methods, and see both of these methods in action.

Session Details | NOV 16Payroll Year-EndTerry Heley, Microsoft Sr. Escalation EngineerWhether this is your first Payroll Year-End process or you are a veteran, it is never too early to start planning. Come and get your checklist to make generating W2s as seamless as possible and learn tips and tricks for balancing and troubleshooting your W2 and Magnetic Media files. We will also cover all of the changes for year-end and the updates that are planned to release!

Using Alerts, Scheduling, & NotificationsDan McKay, (IS)Want to have Dynamics GP alert you to specific conditions either at login or via email? Learn the different ways to accomplish this.

Service Based ArchitectureBeau Mundt, (IS)How can Service Based Architecture work for you? We will discuss what it is and how to use it.

Top wsTOOLS for your SuccessBrandon Mayer, (IS)We’ll look at the most impactful wsTOOLS solutions that can immediately improve your experience with Dynamics GP.

Moving Vendors & Customers to ACHHeather Maneiro, (IS)Do you have more and more customers and vendors asking if you pay or accept EFT payments? Are you doing EFT payments begrudgingly on your bank site one at a time and then re-keying into Dynamics GP? Are you ready to take the next steps toward automating EFT payments and receipts in Dynamics GP? What do you need to know to get started? How long is it going to take? We will give you some advice on gathering and preparing yourself to make the transition as painless as possible!

New Payroll FeaturesTerry Heley, Microsoft Sr. Escalation EngineerSo many new Payroll & HR features have been added over the past few years. What did you overlook? Check out this session to get a thorough review of any/all new features in Payroll/HR modules since GP 2015! Also a sneak peek of what is releasing in GP 2018!

AP & AR Divisional Trial Balance Reports in SSRSTim McKay, (IS)We will go through the process to build the SQL views and SSRS Reports for AP and AR Divisional Trial Balance Reports.

Customizing User RolesScott Wardzinski, (IS)Learn how to set up user security to allow users to only access the relevant areas that they will need to complete their jobs, making it easier to remove the clutter on the screen.


Concur Spend Management Solutions:Turning Cost Centers into Profit CentersRegional Sales Executives: Charlie Luckie & RJ AndersonLearn how Concur’s Travel, Expense, and Invoice Solutions can create more visibility for senior leadership into company cash flow while making your finance staff more productive. Concur is a cloud based software package that integrates with your accounting system to save you time and money on those back-office operations and provides your staff an automated and paperless process.

Designing a DR PlanTim McKay, (IS)We will walk through the process for creating a Disaster Recovery Plan. We will also discuss the best ways to implement the DR Plan and what steps should be taken to test the DR Plan.

Detail Activity Tracking Tool & PSTL Tools for PayrollMargi Jandro, (IS)The Detail Payroll Activity Tracking Tool is available from MS Dynamics and can be used to create a table in your SQL database that records changes to a variety of payroll related tables. If you are looking for a no-cost/simple tool for payroll, this might fit your needs. PSTL Employee Modifier & PSTL Certified Payroll Report allow the user to change an existing employee ID to a new employee ID without losing any work, open or history records.


MR Cool FeaturesDeb Sletmoen, (IS)Within MR, learn how to do simple charting, work with Notes, Email links, and much more.

Accessing SQL Table Data in VBADan McKay, (IS)Using VBA to modify forms or reports? Take it to the next level and read data from SQL tables.

PCI Compliance & AR Automation 101Fauwaz Hussain, Sales & Marketing Dir. - Nodus TechnologiesReceivables is the heart line of every business. Yet several factors can influence your efficiency to collect these receivables, including security. So what can you do to facilitate an efficient AR process for both you and your customers? Join Nodus Technologies in discovering how you can: • Process electronic payments within Dynamics GP • Secure sensitive payment information • Reduce the scope of PCI Compliance • Provide your customers the convenience of online bill pay

Deferred Revenue ExpensesDeb Sletmoen, (IS)If you are tracking prepaids in an Excel sheet this session is for you. Learn how to handle the entire process from the invoicing screen for both AP/AR and is included in your suite of products.


Purchasing in GPHeather Maneiro, (IS)How can you handle your expenses, appropriately tie them to projects and service calls, not sit on unneeded goods, and pay vendors in a timely manner? Keeping an eye on your needed goods to fulfill your services and keep your vendors happy by paying them on time and even electronically is possible with Microsoft Dynamics and wsTOOLS.

How to Create an Integration using Integration ManagerDan McKay, (IS)See Integration Manager in action and how to generate a range of account numbers and insert them.

Word TemplatesRob Wagner, (IS)Learn how to set up to print word templates for any report, customize the templates to impress your audience, and unleash the power of email with word templates.

Greenshades Benefits Open EnrollmentChris Hadden, CPP - Technical Sales ManagerOpen Enrollment doesn’t have to be a hassle. Come see how Greenshades can make benefits enrollment a breeze for you this year. During this session, we will cover benefit setup, enrollment events, reports, down sync of benefits to GP, and EDI 834 for health, dental, and vision. Join us to see how you can save time, paper, and discover how open enrollment can be easier. Don’t panic over open enrollment. The more employees you have, the more complicated open enrollment can become. No matter what size your business is, let this open enrollment season be your easiest one yet.


Intro to PowerBI & MoreDan McKay, (IS)Using PowerBI today or plan to use it?This session will cover the basics from setup to publishing.

Employee Self-ServiceTerry Heley, Microsoft Senior Escalation EngineerLearn about the Employee Self-Service functionality. We will focus on both Employee and Benefit Self-Service.

GP Modules You Aren’t UsingDeb Sletmoen, (IS)There may be a few modules you aren’t using and haven’t thought about. Together, let’s explore and see what additional functionality we can find.

Creating Test CompaniesScott Wardzinski, (IS)Learn how to create a test company to see how new procedures will affect your data and allow new users a place to practice their skills.

Payroll ToolsMargi Jandro, (IS)Find out how PayrollRewind removes the headache out of payroll voids by allowing a user to void a check and reverse the ACH file from direct deposit. It automatically pulls the transactions back in the payroll batch for rebuild/recalculation without having to start over. It also allows for voiding of duplicates.


Agenda | FRI, NOV-17Getting Started with Fixed Assets

Heather Maneiro, (IS)Level: 100, Financials

Year-End GL/AR/APDeb Sletmoen, (IS)

Level: 100, Financials

Charting in ExcelDan McKay, (IS)


Database StructureTim McKay, (IS)


Jet Reports for GP: Faster Report WritingMichael Hoffman, (Jet Reports)

Level: 100, Add-Ons

Basics of GL/AR/APHeather Maneiro, (IS)Level: 100, Financials

Introduction to Management ReporterDeb Sletmoen, (IS)

Level: 100, Reporting

Microsoft Azure and Dynamics GPChris Hetzler, (Microsoft)


8:00 - 9:50MPR East


8:00 - 9:50MPR West

8:00 - 9:50EBC East

8:00 - 9:50EBC West

10:00 - 11:50 MPR East

10:00 - 11:50 MPR Central

10:00 - 11:50 MPR West

Agenda | FRI, NOV-17ScriptingTim McKay, (IS)Level: 200, Reporting

Optimizing GP with wsTOOLSBrandon Mayer, (IS)Level: 100, Add-Ons

CLOSING SESSION

10:00 - 11:50EBC East

10:00 - 11:50EBC West

12:00 noonMPR Central

presents

HR Drawer improves the “Document Attach” feature in GP... adding storage and security options! #wsTOOLS

Session Details | NOV 17Getting Started with Fixed AssetsHeather Maneiro, (IS)Are you ready to make the move from Excel to Fixed Assets? How do you prep your assets to import, set up your classes, and do your first depreciation? In this session we will try to get through it all.

Year-End GL/AR/APDeb Sletmoen, (IS)Review the order of a successful closing process for both AR and AP modules in MS Dynamics GP. Review the 1099 process and how to correct if vendors were incorrectly set up. Review the steps required to ensure the modules roll forward and learn tips on what to do if errors occur.

Charting in ExcelDan McKay, (IS)Learn how to transform your data into color charts in Excel. See which reports work better for different kinds of data.

Database StructureTim McKay, (IS)We will go through the Table Naming convention in GP, cover several ways of how to find which tables contain the data you are looking for, and cover how the data flows in GP. This session will help build the knowledge for when you start writing SQL scripts and/or building reports.

Jet Reports for GP: Faster Report WritingMichael Hoffman, Channel Sales ManagerIn May 2016, Microsoft announced the end of investment for additional feature developments in Management Reporter for GP. Numerous community and blog forums have come to refer to this as a “sun setting” of the FRx replacement. Around this same time, Microsoft also announced that they had established a partnership with Jet Reports to develop and release Jet Express for Excel with Dynamics GP. Now hundreds of thousands of Microsoft Dynamics GP users around the world can create data-rich reports within minutes as a result of the free add-on of Jet Express for Excel, in replacement of Management Reporter.Join Michael Hoffman with Jet Reports to learn exactly what Jet Express offers the Microsoft Dynamics GP community. Attend this session and learn: • An overview on creating Excel based financial statements • A demonstration of Jet Express for Excel and how it differs from Management Reporter (What it can do vs. What it can’t do) • How to download and get started today • Answers to questions about training, support, free templates, & more!

Basics of GL/AR/APHeather Maneiro, (IS)How can you set up GP for success so the very basic modules tie smoothly and are a breeze at month end, giving you the extra time you need to focus on other business analytics. Take a look at some of the GP features that are not always used but can certainly make your life easier.


Introductions to Management ReporterDeb Sletmoen, (IS)Learn Rows, Columns, Trees, and Definitions. If you were good at FRx or just learning, we will have you loving MR by the time you are done. See new items, as well as tips and tricks.

Microsoft Azure and Dynamics GPChris Hetzler, Microsoft Technical Sales Professional A walk-through of Microsoft Azure with: • Azure 101 • Dynamics GP and Azure scenarios • Dynamics GP and Azure Demo • Additional Azure Benefits • Q&A Session

ScriptingTim McKay, (IS)We will focus on the basics for writing scripts, different ways to format the data, and a few ways to join the multiple tables.

Optimizing GP with wsTOOLSBrandon Mayer, (IS)We will explore solutions designed to help you work smarter, not harder. You will see how to speed up common processes, fix errors without keying and improve your experience in Purchasing, HR & Payroll, Finance, & KEY2ACT.

CLOSING SESSIONImplementation Specialists Team


Over 11,300 companies rely on Jet Reports every day.Visit us online to find out why: www.jetreports.com

Migrating from FRX or MR

Mobile Reports & Dashboards

Multi Data Source Reporting

On Premise, Cloud & Hosted

Financial Reporting

Deploying Power BI

Data Warehousing

GP Reporting & BI

A Web Portal

Collaboration

Jet Reports is THE ANSWER for:






Financial Reporting

Deploying Power BI

Data Warehousing

GP Reporting & BI

A Web Portal

Collaboration







Financial Reporting

Deploying Power BI

Data Warehousing

GP Reporting & BI

A Web Portal

Collaboration







Financial Reporting

Deploying Power BI

Data Warehousing

GP Reporting & BI

A Web Portal

Collaboration







Financial Reporting

Deploying Power BI

Data Warehousing

GP Reporting & BI

A Web Portal

Collaboration







Financial Reporting

Deploying Power BI

Data Warehousing

GP Reporting & BI

A Web Portal

Collaboration


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or multiple locations, and fulfill every order with confidence. Learn how

SalesPad can change the way you look at business.

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Advanced Bank Reconciliation for Microsoft Dynamics GPReconcile, Grouping and Posting rulescombined with fi lters deliver high speed reconciliation capability.

Reconcile bank accounts, PayPal accounts, Reconcile bank accounts, PayPal accounts, credit cards and credit card receipts with Nolan Business Solutions for Dynamics GP.Nolan Business Solutions for Dynamics GP.

Advanced Bank Reconciliation

combined with fi lters deliver high speed

To learn more, contact your ImplementationSpecialists Account Manager or come see our table at GPUC and we can take a deeper look at Advanced Bank Reconciliation.

ePayment Processing

Online Bill Pay Gateway &Merchant Services

Secure CloudPayments

Online bill presentment and payment solution for Microsoft Dynamics GP

Secure and mobile-ready customer portal with account managementAutomatic email notifications about new invoices and past due remindersReal-time or scheduled ePayment processing using credit card or eCheck Easily customizable to meet the look and feel of the business

www.nodus.com [email protected]

ePayment Processing

Online Bill Pay Gateway &Merchant Services

Secure CloudPayments

Online bill presentment and payment solution for Microsoft Dynamics GP

Secure and mobile-ready customer portal with account managementAutomatic email notifications about new invoices and past due remindersReal-time or scheduled ePayment processing using credit card or eCheck Easily customizable to meet the look and feel of the business

www.nodus.com [email protected]

by

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Simplify | Automate | Empower | Grow

MicrosoftDynamics GP

A collection of add-on solutions designed to help your employees

work smarter, not harder.

the best parts of CRMthe best parts of e-commercefor Dynamics GP

a single platform

Customer Interaction Management(CIM) software is different.

www.cimcloud.com 864.272.4000

the best parts of CRMthe best parts of e-commercefor Dynamics GP

a single platform

Customer Interaction Management(CIM) software is different.

www.cimcloud.com 864.272.4000

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NOTES:

Thank YouWe would like to thank everyone for attending GPUC 2017 and continuing to make this user conference a success! We appreciate our wonderful sponsors and hope that this was an advantagous & educational event for everyone! On behalf of our entire Implementation Specialists Team, we are thrilled to have shared this time to connect and learn with you! We look forward to seeing everyone again next year!

Join us again next year for

GPUC 2018

218.486.5095 • [email protected]

Presents · 2019. 4. 6. · EBC East 11:30 – 12:30 EBC West 12:30 – 1:30 1:30 – 2:30 MPR East...

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Transcript of Presents · 2019. 4. 6. · EBC East 11:30 – 12:30 EBC West 12:30 – 1:30 1:30 – 2:30 MPR East...