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A Customer Success Story: The Power of Teams
An interview with Carol Fisher of Wisconsin Energy Conservation led by Eric De Jager of Microsoft Corporation regarding WECC’s (www.weccusa.org) innovative implementation process, which used some very creative approaches to building a core team of power users to drive their project oriented system to completion. This is a great story we can all learn from!
A Customer Success Story: Owning Your System
An interview with Lisa Wiese of Innovative Wireless Technologies led by Todd Michael of Plumbline Consulting. When it was time to flip the “Go Live” switch, she started on an adventure worth sharing with everyone. For IWT, the implementation was not the end of the process, but the beginning of an exciting journey with Dynamics SL. She’ll share her story from “across the chasm” to show you how to get to the other side.
The Future of Enterprise Software
The landscape of the enterprise software industry has changed considerably since the 1990's boom of client-server software. Today the industry is concentrated into a few vendors selling familiar software packages built from various 20 year-old technologies. However, today the industry sits at the brink of another set of changes that will reshape it once again. Our speaker, Doug Potter, is the author of the industry reference guide, Automated Accounting Systems and Procedures Handbook, and has been a professor at University of California, Irvine. Under Newport Consulting Group, Mr. Potter conducted a series of seminars on the emerging new technologies for enterprise software. Today he works with the Microsoft Dynamics series of products.
Click the "read more" link below for MORE TOPICS!!
Meeting our Complementary Solution ProvidersJoin us as our sponsors share some of their integrated solutions that provide meaningful ROI for many of your existing business ch
allenges. In this session, we will introduce partners who offer solutions that complement and extend your existing solution. Attend both ISV Showcase sessions, as each presents a unique set of Partner solutions. (This session will be offered twice.)
Upgrading to Microsoft Dynamics SL V7.0 FP1: Best Processes & Tips
This perennial favorite never loses its appeal. In this interactive session, we’ll tap the latest group of conversion survivors to share their experiences and answer your questions. Panelists include David Subry, Colorado Energy; Roger Tjoelker, Feyen Zylstra; Tony Lux, Boulevard Brewing; Terry Ostle, Microsoft.
Dynamics SL V8.0: Key Lessons from Early AdaptersWith V8.0 still in Beta, Microsoft is lifting the lid a little to allow us to listen to a few beta users talk about the features they’re in the beta program to test, and their beta experiences. Please join Carolyn Jasiulewicz with Progressive Sytems, Scott Kopald with Metson Marine, and Ruth Ann Ellerbrock with Plumbline to talk about their experiences with V8.0
| Application & Productivity Track |
Getting More Out of Microsoft Dynamics SL: 50 Tips in 50 Minutes
One of the highest rated sessions at Convergence, please join us as we bring back this fast-paced, content-rich session as we showcase 50 tips in 50 minutes.
Microsoft Dynamics SL 8.0 Sneak Peek
A top rated session at Convergence, we’re repeating this for the large number of our attendees who missed it. This is a “must see” look at the latest features and new technology of the next release of Microsoft Dynamics SL. In this workshop, you will see demonstrations of Microsoft Dynamics SL 8.0, learn how your users can gain efficiencies with new capabilities, including approval delegation, document management, and automated Order Management integration. See the new user interface with Activity Stacks and Quick Lists, understand the new features in Business Portal, and much more, including tips and tricks that can help you increase your usability and productivity of Microsoft Dynamics SL.
Pivot Tables and Office 2010
The latest version of Office 2010 provides some powerful new features in Excel , esp. in Pivot Tables. There were lots of new features in Office 2007 that made Pivot Tables a “Killer App”. Find out why “Power Pivot” is the new “Killer App” that will make you want to upgrade!
Subaccounts: The Foundation for Powerful Reporting
Sandra Gregory, Associate Director of IT, at TextLinkBrokers.com, discusses available options for subaccounts structures and the insight they can provide into the profitability of your business. She will also discuss configuration options available within SL for using subaccounts for products and services within Inventory Items, OM Sales Orders and Projects. Then she will provide you with information on how you can change your existing subaccount structure to a new structure, so that you can take advantage of some of the other options available to you within SL.
Managing Your Payables in Dynamics SL
So you have entered your vouchers into A/P through Voucher and Adjustment, Purchasing, or Contract Management – now what? Join us as we review the tools available for scheduling and paying those vouchers, including payment terms, installment payments, the power of Payment Selection, and the new feature Pay When Paid. We’ll also discuss alternatives for employee reimbursements, direct deposit, ACH, and positive pay. Presented by Judy Griggs.
The Zen of Closing Project Controller
Do you ever wonder what happens when you close project controller? Do you find it difficult to find and resolve issues when the close process generates errors? Are you looking for more effective ways to manage operational issues on individual projects before you close the month? Come to this session to learn some of the best practices, tips, and tricks to closing the project controller module.
Streamline Invoicing with Flexible Billing
Is your billing cycle too long? Do you do a lot of manual invoice creation to meet your customer demands? Is your approval process too cumbersome and fraught with communication problems? If you answered yes to any of these questions, then flexible billings module is the solution. This step by step session will show you the in and outs of setting up the flexible billing module in the project series. The primary focus will be on the time and material billing type, but other types will be discussed. Presented by Becky Kukis.
Innovations in Government Contract Accounting
CALIBRE is a government contractor providing management and technology services primarily to the US Army. CALIBRE has made several innovations utilizing Dynamics SL that other firms might find very useful, to include:1. Subcontractors and Consultants on Electronic Timesheets and Expense Reports2. Integration of HR, Accounting, Timekeeping & Payroll systems3. Management Report Portal to distribute SL reports4. Using Estimates at Completion to accomplish GAAP requirement for Percentage of Completion revenue accountingWilliam O. Maxwell, Controller and Director of Finance and Accounting, and Devendra Shaw, Accounting Manager, will tell you how.
Audit in 2010 and Beyond
Gone are the days where auditors wanted copies of your bank statements, general ledger, aged accounts payable, aged receivables and the like. Today’s auditors expect to have documentation provided electronically. Molly Rehm, Controller Lee Technologies is an audit survivor. She has made the transition from auditors that came in with their 10 key and reviewed piles of paper to the new auditors that move in with their laptops, monitors and scanners. Get tips & tricks, best practices and some new ideas on how to make the new wave in audit work for you. Don’t have your staff type all those AR Confirmations, after your auditors have made the selection, have IT give you the data and do a mail merge. Learn other techniques that you can use to run a lean shop and succeed in this new era of audit.
Lean Green Accounting Machines
Looking for “Green” initiatives? Dynamics SL can help!You will learn ways to effectively use features and programs like Application Server, SharePoint integration, Allocator, Revenue Recognition and Report Options screens that can dramatically reduce your company’s paper, ink, printing and mailing needs. The savings realized could add up and translate to well deserve green $$$! The session also looks at streamlining repeatable processes by exploring report and screen templates.
Implementing Cash Manager
Cash Manager had its challenges in the early days, but these days – it’s a great module. Deidre Taylor, Go VDS, will present a step by step lesson on how their company has implemented Cash Manager and illustrate how it has improved their efficiency. Consultant June Holland, SIS, will also be on hand to answer audience questions.
Conducting a Physical Inventory with Dynamics SL
For many users, the strong features in the Inventory module for managing a physical inventory are often overlooked. This very detailed review will cover taking a physical inventory from the Dynamics SL perspective, and include setup and configuration, data entry, variance reporting, and provide numerous tips to unlock this powerful capability. Presented by Gail Jones-Nemeth, former CIO, Betco Corporation.
Order Management: Pricing
This session will provide an overview of the price negotiator using “what if” scenarios and how users may calculate markup from cost and discount from list price. Contract pricing, blanket orders and consolidated invoicing will be discussed. Customer Service Assistant and Credit Manager's Assistant will be covered. The session will include a brief overview of the copy order feature, RMA processing and orders to purchase. Presented by June Holland, SIS.
| Technical Track Sessions: Beginning Level |
Customizing the “F3” Lookup Feature
Dynamics SL features a powerful lookup capability on many fields – but many users don’t realized that the lookup can be customized. This session will feature a step-by-step process for making commonly requested changes to lookups: sorting, adding fields, re-sequencing fields, and limiting returned values. Most importantly, the importance of documenting these changes, and the process involved, will be covered. Presented by past presidents of the Dynamics SL User Group, David Subry and Joe Miller.
Your First Dynamics SL Customized Application
The Geeks folks, the amazing Dorothy Z & Greg Hansen, are back with a new take on creating VB applications . Do you know how to create your own customizations in Dynamics SL? Can you add VBA code to your customization and make it run? Do you think that only a programmer/VAR can write a custom application for SL? Come to our class and learn how you can expand your customization skills and write your first Dynamics SL custom application. You really can do it yourself!
"Turboizing" Your Reports Using Work Tables And Dynamic SQL
Have you ever wondered why your reports take so long to run in Dynamics SL? Maybe you use work tables already and you just can't seem to get the performance you expected? In this session you will learn to achieve targeted results from a user who has spent years improving report performance. In this session you will learn how to optimize your queries to get all the performance you can out of SQL, and how to structure your pre and post run processes to really hone in on the exact result sets you seek. Presented by Michael Brady.
Rod Hansen Unplugged: A freeform Q&A
Rod Hansen, based in Fargo, ND, is part of the Microsoft SQL Server team that covers all of the Dynamics brand. His start, though, was in Dynamics SL - so very few people know more about how to get performance out of an SL database than Rod. This interactive Q&A session will allow users to bring Rod their questions on best practices, best configurations, and tweaks Rod has found to make SL run at peak efficiency.
SQL 101: An Introduction to Microsoft SQL Queries
Much of the power of Dynamics SL rests on a robust Microsoft SQL database, and reporting from Microsoft Dynamics SL relies on SQL queries. Whether you want to report using Crystal Reports, SRS, Microsoft Access, or Microsoft Excel, a good basic understanding of how to get data out of a database is essential. This session walks through query building step-by-step to help you get the data you need. Presented by past presidents of the Dynamics SL User Group, Frank Ziccarelli and Ed Leffler.
| Technical Track Sessions: Advanced Level |
SQL 201: Taking SQL to the Next Level
Learn to use your Dynamics SL Data. This session will demonstrate some advanced T-SQL and one possible way of managing a consistent presentation of your data. This session is focused on building a platform of views for your Dynamics SL Data. This platform will help in rapid and consistent development of reporting. As more and more companies migrate to SSRS for reporting it is important to start early with a solid foundation and SQL views are an easy way to start. Presented by Bob Hauck with Cisco-Eagle, Inc.
The Magic of Performance Tuning with Data Management Views
Rod Hansen of Microsoft, got rave reviews on this presentation at Convergence so we’re bringing him in just for our conference. Attend this session to learn more about your Dynamic Management Views for Microsoft SQL Server. We'll explore how to interpret, diagnose, and resolve performance issues using DMVs and experienced SQL developers and administrators who participate in this session will be able to determine how to analyze their Microsoft Dynamics product for best SQL performance. The session will help you understand how to identify your top database performance issues , identify how to use Microsoft SQL DMVs as part of your standard performance monitoring, and discover how you can baseline your system using Microsoft SQL DMVs.
Demystifying Web Services: A Working Example
Betco Corporation, has implemented Zip Code lookups in their address screens by linking the USPS zip code database from within a Dynamics SL customization. Dwight Neate will be explaining how the code works, and providing sample code explained to do on-line lookup and on-screen validation of zip codes.
Nuts & Bolts of Object Model Automation
Price Brattin, a long time consultant turned customer, will be illustrating how the “object model “ is like a robot, and providing great capabilities for data import and integrations in all Dynamics SL screens. This session will introduce the fundamentals of the Solomon Object Model (SOM) and how it can be used to automate functionality within the SL system. The SOM will be demonstrated by showing live SOM code being used in a VB.Net program. Two examples will be shown:- Setting up new vendors in SL via import from an Excel spreadsheet and an Access database. - Creating Project Controller project charge and General Ledger entries from an external payroll system. A must see for any programmer who isn’t using this capability!
“Sweeper”: Implementing an Interactive Exception Reporting System
Monitoring by Exception is the practice of having “the system” scour your data for errors; a person is alerted only when something is wrong. Users are saved from having to pour over reports and look for anything out of the ordinary. In this session, we will look at how one company has implemented an Exception Reporting engine (“Sweeper”) that constantly analyzes data from throughout the SL system, freeing users for more advanced tasks. The system is built on top of SharePoint, allowing users to track comments and collaborate on resolution for each problem that is uncovered. Since the tool is based on the SharePoint framework, all of the rich feature-sets, such as Issue Tracking, Views, and Alerting are leveraged, resulting in an interactive tool that is easily extensible to meet many needs. The concepts in this session will be broadly applicable, but we will spend time in the details: VB code, SQL queries, SharePoint structure, and web service XML/CAML calls.
More Details coming soon!
Implementing Multi-Company Ethical Hacking: A demonstration
Sorting, grouping, and selecting - tricks in ROI & simple Crystal customizations
Implementing Multi-Currency
Calling all Dynamics SL SQL DBA’s
Making the most of Service Series
Project, Business Portal and Sharepoint: An Ideal Combination
More Details coming soon!
Max Q Technologies
Sandler*Kahne
BIO Analytics Corp.
Progressive Systems
Unanet
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Sponsor Message |
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