03
March
Accounts Receivable Tools and Processes in Business Central
- When: Wednesday, March 03, 2021
- Time: 11:30 AM (CDT)
- Track: Microsoft Dynamics 365 Business Central
Manage Accounts Receivables using Business Central. Learn about customizing invoices. Use Notes in Microsoft Dynamics 365 Business Central for Collection Management.
10
March
Using CRM to Manage Accounts Receivables
- When: Wednesday, March 10, 2021
- Time: 11:30 AM (CDT)
- Track: Microsoft Dynamics 365
Manage Accounts Receivables using Dynamics 365. Send collection letters and see open Accounts Receivables from GP in Microsoft Dynamics 365 for CRM.
17
March
Tools for Accounts Receivables in GP
- When: Wednesday, March 17, 2021
- Time: 11:30 AM (CDT)
- Track: Microsoft Dynamics GP
Collections Management and using Document Attach in Dynamics GP to manage Account Receivables. Use Vivid Reports and Jet Reports to stay on top of outstanding balances.
24
March
Manage Accounts Receivables using Microsoft Tools
- When: Wednesday, March 24, 2021
- Time: 11:30 AM (CDT)
- Track: Microsoft 365
Use Microsoft Planner to plan and track month end tasks. Assign tasks with Microsoft To Do and stay organized. Work with Outlook and email templates for collections.
07
April
Accounts Payable Tools and Processes in Business Central
- When: Wednesday, April 07, 2021
- Time: 11:30 AM (CDT)
- Track: Microsoft Dynamics 365 Business Central
Manage Accounts Payable using Microsoft Business Central. Learn about managing payments and how to void and print cheques in Dynamics 365 Business Central.
14
April
Using CRM to Manage Accounts Payable
- When: Wednesday, April 14, 2021
- Time: 11:30 AM (CDT)
- Track: Microsoft Dynamics 365
Manage Accounts Payable using Microsoft Dynamics 365. Manage and track communication with vendors in CRM.
21
April
Tools for Accounts Payable in Microsoft GP
- When: Wednesday, April 21, 2021
- Time: 11:30 AM (CDT)
- Track: Microsoft Dynamics GP
Use Microsoft Dynamics GP to electronically track invoices and learn about workflow approvals and EFT.
28
April
Manage Accounts Payable using Microsoft Tools
- When: Wednesday, April 28, 2021
- Time: 11:30 AM (CDT)
- Track: Microsoft 365
Learn about approval in Microsoft Teams and expense management using Power Apps. Create a Payables management dashboard in Power BI and integrate payables from an excel file in Dynamics GP.
05
May
Manage Inventory in Business Central
- When: Wednesday, May 5, 2021
- Time: 11:30 AM (CDT)
- Track: Microsoft Dynamics 365 Business Central
Learn about the inventory process and flow in Business Central and how stock count works.
12
May
Tools for Quality Control using CRM
- When: Wednesday, May 12, 2021
- Time: 11:30 AM (CDT)
- Track: Microsoft Dynamics 365
Learn about tools and processes available in Microsoft Dynamics 365 for inventory quality control.
19
May
A Better Way to Track Inventory using GP
- When: Wednesday, May 19, 2021
- Time: 11:30 AM (CDT)
- Track: Microsoft Dynamics GP
Use GP to tag inventory transactions with reason codes. Learn how to track outgoing packages and perform stock counts.
26
May
Microsoft 365 Tools to Keep Track of Your Inventory
- When: Wednesday, May 26, 2021
- Time: 11:30 AM (CDT)
- Track: Microsoft 365
Get inventory quantities in a Power App and use Power BI to monitor delivery vs promised date. Learn surface inventory information in Power BI and collaborate in Teams in regard to inventory transactions.