Excel 101: A Complete Guide

What you’ll learn:
• Sorting data
• Removing Duplicates
• Data Validation
• Math Functions
• Freeze Panes
• Working with Dates
• Search and Replace
• Formulas – IF, TRIM, LEFT, MID, SEARCH
• VLookup
• Pivot Tables, Charts and Graphs
• Working with ERP – Budgets, add/modify/delete

by Doug Heaton

A Preview of the Microsoft Fall Release

Welcome and Introduction

Brief introduction to the topic and goal of covering all new Microsoft software releases for the year
Introduction to the panel of speakers and experts

Overview of Microsoft’s Software Roadmap

Brief explanation of Microsoft’s annual software development cycle
A quick look at key areas of focus for Microsoft this year

New Features in Microsoft 365

Introduction to new applications being added to the Microsoft 365 suite
Updates to Word, Excel, PowerPoint, and other Office apps

Advancements in Fabric/Co-Pilot

New tools and features
Integration into current software

Microsoft Teams: What’s Next?

New functionalities that will be added to Microsoft Teams
How Teams is evolving as a workspace solution

by Doug Heaton

Best Practices & Pro Tips for your Office 365 Admin

Introduction: The Vital Role of an Office 365 Admin
Understanding Office 365 Admin: Roles, Responsibilities, and Key Features
Essential Best Practices Every Office 365 Admin Should Know
Admin Center Mastery: Making the Most of the Management Portal
User Management: Streamlining Processes for Maximum Efficiency
Security Practices: Ensuring Data Protection and Compliance in Office 365
Optimization Techniques: Pro Tips for Enhanced Performance & Productivity
Common Challenges and Solutions in Office 365 Administration
Case Studies: Examples of Effective Office 365 Admin Practices
Q&A: Your Office 365 Admin Queries Addressed
Conclusion: Empowering Office 365 Admins for Success

by Doug Heaton

Best practices for Microsoft Dynamics implementations (Business Central, CRM, Power Platform)

Introduction: Brief Overview of Microsoft Dynamics Ecosystem
Deep Dive into Microsoft Dynamics Business Central: Understanding the Basics
Optimal Practices for Implementing Business Central
Exploring Microsoft Dynamics CRM: How it Revolutionizes Customer Relations
Implementing CRM: Strategies for Success
Power Platform: Leveraging Your Data and Processes
Unleashing the Potential of Power Platform: Effective Implementation Tactics
Case Studies: Successful Implementations of Microsoft Dynamics
Q&A: Addressing Your Queries on Microsoft Dynamics Implementations
Wrap-up and Takeaways: Ensuring Effective Use of Microsoft Dynamics in Your Business

by Doug Heaton

Supercharge your Sales: Unveiling the Secrets of Dynamics 365

Introduction

Brief Overview of Dynamics 365

Empowering Sales with Dynamics 365

Key Features of Dynamics 365 for Sales
How Dynamics 365 Can Supercharge Your Sales Process

Unveiling the Secrets

In-Depth Look at Underutilized Dynamics 365 Sales Features
Case Studies: Successful Sales Transformation with Dynamics 365

Practical Applications

Demonstration: Leveraging the Full Power of Dynamics 365 for Sales
Best Practices for Implementing Dynamics 365 Sales Strategies

Interactive Session

Hands-On Exercise: Putting Dynamics 365 Sales Techniques into Practice

Conclusion

Recap of Key Points
Q&A Session
Closing Remarks and Next Steps

by Doug Heaton

Microsoft Portals

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

by Doug Heaton

How to Improve your Automotive Business: The Microsoft Way

During the webinar, attendees will learn how to:

1. Configure Business Central for the automotive industry: This includes setting up specific manufacturing processes, inventory management, and EDI integration for the automotive supply chain.

2. Cost, track and schedule products: Attendees will learn how to use Business Central to cost products, track inventory levels, and schedule production for maximum efficiency.

3. Report product data directly from machines: Attendees will learn how to use Business Central to connect to machines and report data on production, downtime, and machine performance.

4. Streamline repair and service operations: Attendees will learn how to use Business Central to manage repair and service operations, including scheduling, inventory management, and invoicing.

5. Improve supplier relationships: Attendees will learn how to use Business Central to manage supplier relationships, track purchase orders, and improve communication with suppliers.

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 improve their automotive business. This will be a great opportunity for attendees to learn how to use Business Central’s manufacturing capabilities and EDI integration to streamline operations and improve efficiency in the automotive industry.

by Doug Heaton

Enhancing Manufacturing operations with D365 Business Central

The Dynamics 365 Business Central Manufacturing module can be a powerful tool for manufacturing companies looking to improve their supply chain operations. The webinar will show how the module’s features can be used to map complex business scenarios, such as capacity planning, product management, and manufacturing planning and production.

Attendees will learn how the module can help them better manage subcontracting, shop floor control, quality management, inventory management, job management, cost management, traceability, and sales forecasting.

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 streamline their supply chain related problems. This will be a great opportunity for manufacturing companies to learn more about the capabilities of Dynamics 365 Business Central and how it can help them improve their operations.

Agenda

• Shop Floor Control

• Quality Management

• Inventory Management

• Job Management

• Cost Management

• Traceability

• Sales forecasting

by Doug Heaton

Automate Time-Consuming Tasks with Microsoft Flow (now Power Automate) - November 24 - Webinar

Agenda

Every organization faces constant pressure to do more with less. While technology is often key to operating more effectively and efficiently, cost and complexity have often prevented organizations from taking maximum advantage of the potential benefits.

The Power of Microsoft Flow is its ability to automate repetitive tasks, integrate two systems and provide multistep workflows with conditions that mimic a human being.

Connect a spreadsheet, transfer emails into new accounts, create alerts and approvals. Sign up for this 45-minute webinar to learn how you can put Microsoft flow to work for you.

Webinar Agenda:

1. Introduction to Flow

2. Templates

3. Flow in Action

4. Flow Features and Functions

a. Multistep Flows

b. Approve Requests

c. Adding conditions

d. Using a combination of data/systems

5. Working security

6. Dashboards and Monitoring

If you can’t make it, register now, and we’ll send you a link to the webinar recording once it’s ready.