Agenda:
• 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

Microsoft has just released new tools to create client portals. Portals allow partners, vendors, clients and other stakeholders to gain access to part of a company of institution security. The users do not have access to the rest of the organizations network other than what is granted, and Microsoft Power Apps makers can now allows you to create a powerful new type of experience: external-facing websites that can expose any data securely that your clients might need to better enable operations.

You will learn

1. About Portals

a. Collaboration

b. Accessibility

c. Customized content

d. Connected devices

e. Better communication

f. How to improve customer loyalty

g. How to improve customer service

h. How to increase productivity

i. Reduce errors

j. Increase responsiveness

k. Analytics

l. Security

2. Design

a. We will also cover how to design the portal through the WYSIWYG power apps portals studio

b. How to configure components on webpages

c. How to connect lists and views from Microsoft Dynamics 365

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.

Agenda

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

CFO’s need a software and technology strategy in order to manage cash flow and liquidity when either starting up a new organization or scaling one out. Implementing new technologies and digital transformation improve the efficiency and competitiveness of an organization as well as optimizing the cost structure. This webinar seeks to guide CFO’s on their journey to adopt new technology from the ground up.

Agenda

Ø A walkthrough of a modern accounting package

Ø AI Microsoft Copilot/ChatGPT

Ø Scalable Marketing

Ø Business Intelligence

Report writing is about communicating ideas, trends and insights to managers, owners and investors in an organization so depending on who you are presenting information you will determine the right visualization and technology to use.

There are many types of reports that you might write, sales reports, daily work orders, analysis reports and dashboards.

This webinar will explore the methods, techniques and technologies used to create reports for different audience members.

“If the only tool you have is a hammer, you tend to see every problem as a nail.”

Think about this famous quote by Abraham Maslow when we present this webinar as he refers to an over-reliance on a familiar or favourite tool (hint, hint…Excel)

Agenda

1. Reporting Technologies

2. Business Central Reports

3. Business Central Financial Statements

4. Business Central Analysis Views

5. Business Central Dashboards

6. Excel Integration and Pivot tables

7. Jet Reports

8. Power BI

9. ***new*** Goals and Metrics

10. Azure Synapse

This webinar is a walkthrough for accountants and controllers looking for a general understanding of the basic accounting functions and transactions in Business Central operates and how the transactions flow into the GL.

Agenda

1. Exploring the Finance Module

a. Overview of features and tools for accountants

b. Drilling down from the trial balances to source transactions

c. Posting Journal Entries, tracking transactions with reasons and documents

d. Discussion on dimensions and account segmentation.

2. Handling Customer and Vendor Transactions

a. Enter orders.

b. Posting Invoices

c. Processing payments

d. Review of GL

3. Running financial reports

a. How to create and run balance sheets and income statements

b. Setting up budgets and analyzing financial data

4. Automation and Efficiency

a. Workflows

b. Batch Processing

c. Integrations

d. Services

Agenda:

1. Introduction to SharePoint
2. Creating Folders
3. Creating Metatags
4. Version control
5. Integration into Teams
6. Searching, Sorting

Microsoft Dynamics Business Central has 43 integrated modules that allows you to make 1 transaction instead of 3 that most stand-alone accounting systems (QuickBooks, Accpac) make you do. In addition, the software has your industries best accounting and finance practices already built in!

In the webinar we will cover:

· Multi currency, languages, taxes

· 3 forms of costing (Projects, Work Orders, Service)

· Budgeting & Forecasting

· Power BI, analytics, and reporting

· Teams, communications

· SharePoint – document management

· HR

· Fixed Assets

· Job Costing, Project Costing, Change Orders, and revenue Rec.

· Supply chain – 3-way match

· Bar coding & Shop Floor reporting

Having all of your accounting and financial information in the same place will save your accounting department time, let them better manage critical accounting tasks, and do big jobs faster — like close out a month in almost half the time it used to take.