Dynamics 365: Microsoft's Next Generation Business Platform Webinar
Mar 30 10:00 - 12:00 p.m.
Online
2-Other CPE Credits
Upon completion of this course you will:
Have an understanding of what Dynamics 365 for Financials has to offer and how it works
Have an understanding of how Dynamics 365 for Financials leverages Office 365 apps and functionality for maximum productivity
Have an understanding of Microsoft AppSource and added functionality for Dynamics 365 for Financials
Know what to beware of regarding the Dynamics 365 functionality & fit
Highlights
The topics that will be presented in this course include:
Overview of Dynamics 365 for Financials fit, capabilities and roadmap
Product Overview of Dynamics 365 for Financials
Quote to cash from within Office, without switching applications.
Set up customers or vendors, create quotes, process orders, and submit invoices without leaving your inbox.
Easily export data and create outgoing documents directly in Word and Excel.
Automated business processes help you improve productivity and get more done with easy-to-create workflows, complete audit trails, and enterprise-level security features that basic accounting software can't provide.
End-to-End View: Centralize your data from accounting, sales, purchasing, inventory, and customer interactions for an accurate end-to-end view of your business.
Easy-to-share reports including key performance indicators (KPIs), inventory, sales, and order status. Empower users to create self-serve reports from trusted data sources for faster, more informed decision-making.
Access, model, and analyze data across multiple dimensions to perform ad hoc, customized reporting. Use Microsoft Power BI to create highly compelling dashboards.
What the mobile experience looks like: whether laptop, tablet, or phone, your people get a user experience that is consistent and secure.
How Dynamics 365 for Financials integrates with other Microsoft offerings (Office 365, Power BI, PowerApps, Microsoft Flow)
Review of the Dynamics 365 for Financials subscription licensing model and pricing
Review of Dynamics 365 frequently asked questions
Registration
PICPA Member: $79 Nonmember: $104
More Information
Course No.
DMNGB2-033018
Level:
Basic
Prerequisites:
None
Speaker(s)
Jennifer Totten
Socius
Jennifer Totten
As Product Strategist with Socius One Cloud, I have overall responsibility
for our cloud solutions portfolio strategy, development, delivery and growth.
Products under my current management include Cloud ERP, Microsoft Azure and
Socius Private Cloud, Backup & Disaster Recovery, Office 365 Managed
Services and Dynamics 365 for Financials.
Nearly 20 years experience working in a number of areas within the Microsoft
Dynamics ERP, CRM and Cloud channels. From working in product, sales, client
relations, marketing, program management, channel management, business
operations and leadership, I have a holistic view of what it takes to grow a
thriving business.
Todd Kerr
Socius
Twenty plus years in sales with last five years in
technology. Focuses in technology included MPLS networking and software sales.
While at Socius, achieved Microsoft Certification as a Customer Immersion
Experience Facilitator and have certifications in Office 365 and Dynamics 365
for Financials.
Kerry Pate
Socius
Microsoft certified consultant working with Microsoft ERP
solutions for twenty years, implementing a variety of business processes and
financial applications, for various industries from financial services, to
supply chain fulfillment and project service based organizations.
Implementations have included small to large enterprises with a focus on using
and deploying current technology innovations whether cloud or localized
networked environments. As a consultant in these endeavors, experience has
provided insights into how culture, leadership and execution affect the
solutions that are available to users. Recently as part of team, my ability
to utilize these experiences, knowledge and leadership created a successful
deployment of a Microsoft AppStore Extension for Socius for usage with Dynamics
365 for Financials.