When using Microsoft Dynamics 365 or Business Central, mastering Excel becomes significantly beneficial, enhancing your data analysis, reporting capabilities, and overall business management efficiency. This training guide is to bring new users up to speed with basic excel skills in order to improve data import/export, analysis tools, budgeting and forecasting or auditing in the business systems from Microsoft.

Agenda

Introduction

· Overview of Microsoft Excel

· Explanation of Excel Interface: Ribbon, Tabs, Cells, Columns, and Rows

· Different Types of Data in Excel: Text, Numbers, Dates

· Navigating Excel

Moving Around the Worksheet

· Selecting Cells, Rows, and Columns

· Introduction to Excel Shortcuts for Navigation

· Data Entry

Inputting Data into Cells

· Managing Data: Cut, Copy, Paste, and AutoFill

· Using the Right-Click Menu for Data Management

· Formatting Cells

Changing Font Type, Size, and Color

· Cell Alignment and Text Wrapping

· Formatting Numbers and Dates

· Adding Borders and Fill Color

· Basic Formulas and Functions

Basic Mathematical Operations: Addition, Subtraction, Multiplication, Division

· Introduction to Excel Functions: SUM(), AVERAGE(), MIN(), MAX()

· AutoSum Feature

· Relative and Absolute Cell References in Formulas

· Working with Sheets

Inserting, Deleting, and Renaming Sheets

· Navigating Between Sheets

· Copying and Moving Sheets

· Creating Charts and Graphs

Selecting the Right Type of Chart

· Creating a Chart: Column, Line, and Pie Charts

· Customizing and Formatting Charts

· Data Sorting and Filtering

Sorting Data Alphabetically, Numerically, and by Date

· Basic Data Filtering

· Clearing and Applying Different Filters

· Basic Keyboard Shortcuts

Commonly Used Excel Shortcuts

· Customizing and Creating Your Own Shortcuts

· Saving and Exporting Workbooks

Saving Workbooks in Different Formats

· Exporting Workbooks as PDF, CSV, and Other Formats

· Additional Resources

· Questions and Answers

Effortless Data Management:

1. Smooth Data Import/Export:

· Easily transfer data between Excel and Business Central or Dynamics 365 without hassle, ensuring seamless data integration and management.

Enhanced Data Analysis:

2. Advanced Data Analysis Tools:

· Leverage Excel’s robust data analysis tools to delve deeper into your business data, uncovering insights and trends that are crucial for informed decision-making.

3. Customized Reporting:

· Create tailored reports with Excel’s extensive formatting and customization options, making it easier to analyze and present data in a way that is most relevant to your business.

Streamlined Financial Tasks:

4. Budgeting and Forecasting:

· Utilize Excel’s financial functions to assist in budgeting, financial forecasting, and financial analysis, helping to keep your business’s finances in check.

5. Financial Templates:

· Make use of a multitude of financial templates available in Excel, streamlining various financial tasks and ensuring accuracy and consistency.

Time-Efficient Automation:

6. Automated Tasks:

· Automate repetitive tasks with Excel macros, saving time and reducing the likelihood of errors, which is essential for efficient business operations.

7. Integrated Planning and Scheduling:

· Integrate Excel with Business Central or Dynamics 365 to enhance planning, scheduling, and project management by utilizing Excel’s planni

Collaborative Capabilities:

8. Collaborative Work:

· Work collaboratively on Excel documents with team members, improving coordination and ensuring everyone is on the same page.

9. Data Sharing:

· Conveniently share insights and data with team members, stakeholders, or clients by exporting data and reports from Excel, facilitating clear and concise communication.

Comprehensive Integration:

10. Seamless Integration:

· Benefit from the seamless integration between Excel and Microsoft’s suite of business solutions, ensuring cohesive and integrated business operations and data management.

By acquiring expertise in Excel, users of Business Central or Dynamics 365 can greatly enhance their efficiency, data analysis, and reporting capabilities, thereby contributing to more informed decision-making and optimized business operations.

Statisticians are predicting a recession in 2024 so it is prudent for a savvy CFO to avoid or reduce the import of a recession on their operations utilizing the features and functionalities found in their ERP system.

Manufacturers and Distributors have seen many recessions over the years, they are normal part of the business cycle. It typically requires a bit of advanced business planning with a focus on revenue preservation, cash flow and investing in technology.

This webinar focuses on some strategies, features in the software that will help you

Agenda

1. Introduction to Business Central

2. Income statements and Balance Sheets with a focus on Liquidity

3. Cash Flow Module with AI forecasting

4. Budgeting

5. Expense Management and approvals

6. Reducing Inventory with supply chain software

7. Increasing revenue streams with Shopify and EDI

8. Increasing customer base with Marketing

9. How to license the software to give flexibility (monthly, annual and team licensing)

Learn how leveraging Dynamics 365 Marketing in your strategy not only enhances customer engagement and automates tasks but also future-proofs your marketing efforts, ensuring resilience, adaptability, and continual growth in an ever-evolving marketplace.

Agenda

1. Unifying existing Marketing Sources and testing new sources

2. Personalize the customer engagement with new environments.

3. Turn to automation and machine learning.

4. Actional insights and Analytics

Discover how comprehensive sales programs can supercharge your sales team’s performance, leading to enhanced productivity, improved sales metrics, and ultimately, increased revenue for your business.

 

Agenda

· The Impact of Sales Programs

· What is Gamification in Dynamics 365

· Performance Monitoring Dashboards and the Positive Effects on Rep Performance

· Key Components of Effective Sales Programs

· Practical Implementation Strategies

· Real-World Examples of Improved Sales Performance

· Interactive Q&A Session (10 mins)