Event Abstract

Connect: A Technology Symposium

Due to the continued constraints that COVID-19 has put on all of us, we have made the difficult decision to cancel our 2021 Connect Technology Symposium. Although Connect always has good educational content, we know that much of the value comes from the face-to-face interaction with your consultants and other users.  Since that is not possible, we canceled the 2021 event and replaced it with a series of on-going, monthly educational webinars.   


CONNECT: A Technology Symposium (formerly Solutions Users Group) is exclusively focused on our technology clients. In this full-day, multi-track event, you will get an executive update on major products. You will also have the opportunity to network with other users and our consulting team. We will be providing deep dive educational tracks in the afternoon for those who want to learn more about how to leverage the benefits of their ERP and productivity applications.


Providing you with educational opportunities to learn features, best practices, and how to use your software better is important. Maner Costerisan's experts are here to deliver the education you need to enhance your software experience. 

To view session handout please click title of session for session materials. Handouts will be posted as they are made available from the presenter. Please note, not all sessions have a handout available. 

2020 Connect Symposium Recorded Sessions.


Webinar Session Details Webinar Session Details
Monday, June 8 @ 12:00 - 1:00 p.m.

Dynamics GP 101

New to Microsoft Dynamics GP or need a refresher? Then this session is for you! What is the homepage? Where do transactions get their posting accounts? How do I turn off reports I don’t need while posting or how do I reprint them? What are unit accounts? How do I create shortcuts? Learn about these and much more in this fun session. Moderate or Advanced user? Come learn something new!

Sage Intacct Reporting

Beyond financial reporting, how to use standard reports effectively. This session will allow the user to maximize the use of general ledger reports, AP, AR, the dimension balance report, and other module-based reports.


Tuesday, June 9 @ 12:00 - 1:00 p.m.

Enhanced Budgeting & Reporting in the Cloud

Regardless of whether you are using GP, Intacct or Business Central, you can benefit from Solver’s cloud-based budgeting and reporting technology. See how easy it is to access your accounting data and create your budgeting and reporting templates. Learn how to publish those templates to the cloud to empower your users and key stakeholders with the ability to easily generate budgets, monitor results and do what-if planning.


Visualize Your D365 Business Central Data in Power BI

Power BI is a powerful data visualization tool from Microsoft. This session will show you how to access your data and see your data in a whole new way.


Wednesday, June 10 @ 12:00 - 1:00 p.m.

Dynamics GP 201

Did you know? ….. That you could lock down security to individual fields with one screen? You can navigate virtually anywhere in GP without a mouse? That you can record automatic Use Tax when you enter your accounts payable invoices? That you can keep track of multiple currencies that you can revalue at your discretion? This webinar takes off from the GP 201 session from last fall’s conference and dives deeper into the power of one of the world’s most powerful ERP systems.

Sage Intacct Dashboards and More

Monitor and access the most important aspects of your business through dashboards. This session will show you how to leverage the power of dashboards to create a home page full of the relevant, timely, and effective information you use to run your business. Leverage the power of the dashboard to drive success and improve workflow.

Thursday, June 11 @ 12:00 - 1:00 p.m.

Dynamics 365 Business Central - Feature Overview and More

A brief overview of Microsoft Dynamics 365 Business Central, with a deep dive into payables management processes. We will be showcasing the standard out-of-the-box OCR connector to bring in a purchase order, process the order to create an invoice, and show you multiple ways in which you can cut a check to your vendor for your goods. This includes creating a pre-payment, both without an invoice as an assurance payment up front and using prepayment in order to gain a discount on your terms. We will also showcase using a workflow to prevent users from cutting checks without approval.


The Power of the Platform – An Introduction to Power Apps, Power Automate, and Power BI

In this session, you will learn how the Power Platform can be used to digitally transform and automate manual processes using tools you may already have in your existing Microsoft licensing. Power Platform offers low-code automation, actionable data-driven solutions that can improve business processes, systems, and workflows. See how companies like yours are delivering great experiences to their users through modern web apps, automated approval workflows and analytics that deliver visual insights for enabling fast, informed decisions.

Friday, June 12 @ 12:00 - 1:00 p.m.

Dynamics GP Reporting Options

An ERP system is only as good as the data that you can get back out. Dynamics GP has many ways to retrieve data but which way is the best? This session will look at the various reporting options in GP, how to set them up, and how to make you the reporting master in your organization!

Sage Intacct Paperless

Manual paper processes like approving transactions, sending only check payments, and retaining only paper document records are antiquated. Join this session to learn how you can leverage Sage Intacct and related third parties to digitize and automate your legacy paper processes as remote workplaces become more commonplace.

Additional Handout

Handouts will be posted as they are made available from the presenter. To view session handout please click title of session for session materials. Please note, not all sessions have a handout available.


Upcoming Connect Symposium Events