May 21, 2019
8:30 am – 4:00 pm
Lansing Community College West Campus, Lansing MI
Join Maner Costerisan at our annual Spring Users Group.
The Solutions Users Group is about how you can use your software better, smarter, and get more from the resources you already have. The Users Group helps you create and build relationships with others through networking and sharing experiences. Join us for a packed day of learning and discovery.
To view session handout please click title of session for session materials (orange titles have handouts). Please note, not all sessions have a handout available. Handouts will be posted as they are made available from the presenter.
2019 Solutions Users Group Agenda
|8:00 am||Breakfast and Networking|
|8:30 am||Welcome & What’s new in our world of technology?|
In this opening session, we will be looking at what’s new and exciting in the technology world of Maner Costerisan. We’ll also look at some general technology trends that you need to be aware of.
|9:00 am||Power Apps and Flow |
Learn how to create integrated value-added solutions for Microsoft Dynamics applications with Microsoft PowerApps and Flow. Microsoft Business Solutions MVP Mariano Gomez will show you how to get started and will review the platform services architecture that will allow you to take your Dynamics solution beyond the desktop and onto your mobile device. Mariano will bring to light practical examples, areas of application, and all the “gotchas” collected from his experience working with these technologies.
|10:10-11:10 am||Microsoft Power Platform Overview|
In this session, Mariano will continue the deep dive into the overall Microsoft Power Platform by demonstrating the power of Power Bi, Power Apps, and Flow and how to best leverage these powerful applications in common business scenarios.
Sage Intacct Smart Events + Smart Rules
Have you ever wished to accomplish a Sage Intacct task with fewer clicks, or to standardize and validate data at the point of input to help eliminate errors? Then you’ll want to join this session. Join to learn about how Smart Events can be used to automate tasks within Sage Intacct, and how Smart Rules can be utilized to prevent data entry errors, which can lead to extra hours hunting down issues at month end. You’ll even learn how to get started building them. Best of all, accomplish all of this with no added subscription cost! Smart Events and Smart Rules are included in your core subscription.
Cloud Options for Microsoft Dynamics GP
We are seeing a huge interest among our clients in moving to the cloud. If you are one of those clients, this session is a must. We will review all of your options, whether it’s having GP hosted or moving to a new cloud-based application like Dynamics 365 Business Central or Sage Intacct. We’ll discuss pros and cons and pricing and we’ll even provide you with real-life case studies of clients that have made the move.
Migration to Office 365 is not just an implementation or upgrade. It is the first step towards a Digital Transformation that eventually requires the involvement of almost everyone in the company. The decision could have been driven by security concerns, cost factors, productivity initiatives or any number of different reasons. It may have involved everyone from the executive team, to finance, to sales and marketing, to operations, to IT. In this session, we will discuss the roadmap to your Digital Evolution.
|11:20 am – 12:20 pm||BI and CPM: Understand what they are and how to tell if you need one or both to optimize your business.|
We will define each category and show example of how and when they can be used together featuring Power BI and BI360.
Sage Intacct Round Table
Join our team of Sage Intacct consultants for general discussion and Q&A on all things Sage Intacct.
What Every GP User Needs to Know About Microsoft Dynamics 365 Business Central
You have probably heard about it, but what is Business Central? Dynamics 365 Business Central is Microsoft’s new Cloud ERP solution, sitting on top of the Microsoft Power Platform, fully integrated with Office 365. This session will compare the difference between Dynamics GP and Dynamics 365 Business Central and answer the question, is it right for your organization.
Unlocking The Power Of Mekorma MICR
Mekorma MICR is by far the most popular 3rd-party software being used with Dynamics GP. But most people only use the check printing portion and don’t know all the features that come with the product. In this informative session, Matt Mason demonstrates the full functionality of this engaging tool and related products.
|1:30 – 2:30 pm||Dynamics 365 Business Central Discussion|
Join our team of Dynamics 365 Business Central consultants for general discussion and Q&A on all things D365 Business Central.
SQL Reporting – Be the Master of your Data
SQL reporting services is a powerful tool that everyone already owns. This session will look at ways of levering this tool to maximize your reporting capabilities. Get tips and tricks for taking your reporting to the next level.
Sage Intacct Custom Documents
Are Sage Intacct’s out-of-the-box Purchasing, Order Entry, and AR Invoice printout formats dull or don’t meet your end users’ needs? In sales organizations, customers often need more detail than just a flat listing of bill lines, and vendors often need additional detail in order to process purchase orders. Attend this session to get educated on how to build your own sleek print templates. Although not required for understanding, we will be using some concepts from the Sage Intacct Smart Events + Smart Rules session in this session.
Simple SmartLists Everyone Should Have
Yes, they’ve been around forever, but it’s amazing how many people don’t use them to their full capacity. In this session, Matt Mason will return from North Carolina to wax philosophic on SmartLists every GP user should have in their GP arsenal. Come say hi to Matt and be prepared to learn, re-learn and ask questions about one of Dynamics GP’s most valuable and enduring features.
What’s New in Microsoft Dynamics GP
This session is a repeat from our November Solutions Conference, with a few surprises included. If you missed it or want a refresher, come to this jam packed session to see the new features of both GP2018 and GP2018 R2. There will also be a few surprise user experiences! GP2018 is focused around comprehensive doc attach, optimized financial and HRP features, user experience and workflow while GP2018 R2 enhancements concentrate around financials, purchasing usability, sales optimizations and top feature requests.
|2:40 – 3:40 pm||Increase Systems Efficiency with Integration|
Does your company use multiple software applications? Do you enjoy rekeying the same data in multiple systems? We will look at options for integrating multiple systems into either Dynamics GP or Sage Intacct.
What’s New with Sage Intacct
What’s New with Sage Intacct – Join us to go over highlights and new features from the past year. Learn what’s new, and the impact it can bring to you and your organization.
Leveraging Microsoft Dynamics GP Word Templates
The Word templates in GP allow you to customize and email sales invoice, EFT remittance, and purchase orders using Microsoft Word. This deep dive session will look at what is needed to set up, customize and email these documents to your customers and vendors.
GP Tools that Fit Everyone’s Budget – Free
Dynamics GP is already a great system, why not make it better without breaking the bank? This session will look at the wide variety of free tools available for your Dynamics GP environment
To view session handout please click title of session for session materials. Please note, not all sessions have a handout available. Handouts will be posted as they are made available from the presenter.