BC Reporting & Analytics for Driving Sales

Join us for an interactive webinar in which we will demonstrate the best ERP sales reports that business central has to offer. In this webinar will we demonstrate the sales and opportunity modules as well as the tools and techniques to use when running a sales department. The webinar is focused for sales manager wishing to drive sales with a special focus on reporting and analytics

Key Sales Reports

1. Sales pipline

2. Quote Conversion

3. Average Deal Size

4. Sales Cycle length

5. Monthly sales to target.


1. Introduction to Business Central

2. Customers, Contacts and Leads

3. Opportunities

4. Stages and Steps

5. Activities


7. Reporting

8. Analytics

Make it or Break it Business Metrics

Join this session to see:
– What is a KPI’s and how they are used to measure and enhance performance
– How to turn on and create the KPI web services in Business Central
– Understanding where and how the data is calculated
– How to setup and use the KPI’s on the main role center in Business Central
– Connecting Power BI to KPI’s metrics
– Alerts when Metrics go below threshold

Selling online with Shopify, Amazon, Walmart, and eBay: eCommerce tools for 2023

• Understanding the supply chain when selling through an online marketplace
• Consignment vs drop shipment
• eCommerce options and integration platforms
• What to watch out for when doing business with Shopify, Amazon, or Walmart

A Walkthrough of Microsoft ERP Solution: Business Central

1. Quote to Cash
2. Procure to Pay
3. Manufacturing
4. Supply Chain
5. Inventory Control
6. Accounting
7. Integration with Microsoft 365 (formerly Office 365) products: Power BI, TEAMS, AI, and

Microsoft & Healthcare

Microsoft is committed to innovating new and cutting-edge solutions that help make healthcare more personal, affordable, effective, and accessible while continuing to improve the patient and clinician experience. We’re excited to showcase the next wave of innovation for Microsoft Cloud for Healthcare and how it continues to reshape the connected care journey.

During the webinar, attendees will learn how to:

1. Utilize Microsoft Cloud for Healthcare to securely store and access patient records.

2. Integrate with drug providers to streamline prescription management and improve patient outcomes.

3. Schedule nurses and other healthcare professionals more efficiently and improve patient care.

4. Maintain compliance paperwork, including HIPAA and other regulations, and ensure patient data is kept secure.

5. Track and manage shipping and logistics for healthcare supplies and equipment.

6. Improve traceability and transparency in the supply chain to ensure patient safety.

7. Use telemedicine and remote patient monitoring to improve access to care and reduce costs.

8. Leverage advanced analytics and machine learning to improve patient outcomes and reduce costs.

9. Utilize secure and compliant cloud solutions to store and access sensitive patient data.

10. Use collaboration and communication tools to improve teamwork and coordination among healthcare teams.

The webinar will be interactive, so attendees will have the opportunity to ask questions and learn more about how Microsoft Cloud for Healthcare can help improve the patient experience, reduce costs, and improve outcomes in the healthcare industry.

A Walkthrough of Microsoft ERP Solution: Business Central

1. Quote to Cash
2. Procure to Pay
3. Manufacturing
4. Supply Chain
5. Inventory Control
6. Accounting
7. Integration with Microsoft 365 (formerly Office 365) products: Power BI, TEAMS, AI, and

Accelerate your Supply Chain Digital Transformation with Microsoft

In this webinar, we’ll showcase the capabilities of Dynamics 365 Supply Chain
Management. You will learn how to:
• Create an intelligent and adaptable supply chain
• Build flexible manufacturing and distribution processes
• Accelerate time to market and resolve product quality issues
• Gain planning agility to fulfill customer demand
• Optimize inventory and logistics
• Innovate with intelligent manufacturing operations

BC Preventative Maintenance

During the webinar, attendees will learn how to:

1. Create and manage preventive maintenance plans: This includes setting up the frequency of service, creating tasks, and setting up the appropriate equipment.

2. Schedule and assign preventive maintenance tasks: Attendees will learn how to schedule tasks, assign them to the appropriate service technicians, and track their progress.

3. Track inventory and purchase parts: This includes setting up inventory items, tracking stock levels, and creating purchase orders for parts needed for preventive maintenance.

4. Generate work orders and invoices: Attendees will learn how to generate work orders and invoices for preventive maintenance services, and how to track the cost of the services provided.

5. Monitor and report on equipment performance: Attendees will learn how to use Business Central’s reporting and analytics capabilities to monitor the performance of equipment and identify potential issues.

6. Track compliance and certifications: Attendees will learn how to track compliance with regulatory requirements and certifications for equipment.

The webinar will be interactive, so attendees will have the opportunity to ask questions and learn more about how Dynamics 365 Business Central can help them run a maintenance department and maintain their equipment through a preventative maintenance plan. This will be a great opportunity for attendees to learn how to use Business Central’s service module to improve the efficiency of their maintenance department and prolong the life of their equipment.

Tips for Setting up BC KPI Scorecards

A scorecard can be a visual representation of an organization’s performance, typically in the form of a dashboard or chart. It typically includes key performance indicators (KPIs) that are relevant to the organization’s goals and objectives, such as financial performance, customer satisfaction, operational efficiency, and employee engagement. The scorecard typically includes performance targets for each KPI, so that the organization can track progress and identify areas for improvement.

Scorecards can be used to monitor the performance of an entire organization or a specific department or division. They can be used to track progress over time, identify trends, and make data-driven decisions. Scorecards can also be used to communicate performance information to stakeholders, such as employees, customers, and shareholders.

Scorecards can be created using various tools, such as Microsoft’s Power BI, Excel, or other dashboard and reporting software. They can be customized to fit the specific needs of an organization, and can be tailored to different levels of the organization, such as executive, departmental, and team level.



1. Overview of Business Central

2. Working with Dashboards

3. Creating Views and Lists

4. Edit in Excel

5. Power BI

6. Goals and Metrics

7. Embedded KPIs

Managing Projects and Project Reporting - April 12 2023

The Microsoft Dynamics 365 is a powerful tool that allows organizations to manage their project-based services from start to finish. It provides a comprehensive set of features that help organizations plan projects, create estimates and work schedules, estimate and track project cost and revenue, forecast resource requirements, track project progress and cost consumption, manage quoting, pricing, and billing for projects, assign and manage resources, and use reports and interactive dashboards to monitor key performance indicators for successful projects.

One of the key features of PSA is the ability for individual consultants to easily enter and track project time and expenses either on mobile or using a web browser, this allows to monitor and control costs for your project-based work.

In this webinar we will demonstrate all aspects of project management, from sales and estimates to resource planning and billing and finish with Project Reporting and Dashboards



1. Overview of Technology

2. Projects and Project Structure

3. Planning and purchasing

4. Time Entry

5. Costing

6. Billing

7. Reporting