Category Archives: Videos

Dynamics SL Users: Why You Should Attend the 2019 DSLUG Conference!

Join your Microsoft Dynamics SL peers and subject matter experts in sunny Anaheim, CA at the 2019 DSLUG Conference – a powerhouse of exchange and energy with over 120 sessions that will boost your expertise and kick your business into high gear. Attendees will have direct access to content not found elsewhere.

April 15-18, 2019 | Anaheim Marriott Hotel | WHY ATTEND & REGISTRATION

Watch this video to learn why you should attend DSLUG 2019 and what you’ll get out of joining the Dynamics SL National User Group year round.

 

How D365 Business Central’s Built-In Intelligence Helps You Manage Inventory

Inventory management is a trade off between customer service and managing your cost. On one hand, a low inventory requires less working capital. On the other hand, stock outs potentially lead to missed sales. See how the Microsoft “Cortana” intelligence, built in to Dynamics 365 Business Central, helps you manage inventory and forecast what you’ll need to maximize sales.

Dynamics 365 Business Central and Outlook Integration!

In this mini demo, you’ll see how Microsoft Dynamics 365 Business Central integrates with Outlook and streamlines the Quote-to-Cash process. There are now two flavors of Dynamics 365 Business Central, a true, multi-tenant Cloud version and an on-premise version. Both solutions are based on the Dynamics NAV product that has been renamed “Dynamics 365 Business Central.”

After watching this mini demo, visit our Dynamics 365 Business Central web pages to learn more about the series of modules within the solution, including financial management, supply chain, inventory, warehousing, manufacturing, job management, and service.

Do a Quote-to-Cash Process Almost Entirely in Outlook:

 

Top 4 Ways an ERP Software Partner Should Support You

When selecting a new ERP, financial management, and/or project accounting system, software is not the only consideration. It’s also important to choose a proven partner, that can help you with the selection process, a successful implementation and configuration, training, ongoing technical support, connecting you to a vibrant software community, and showing long-term commitment to the product.

Watch this video to learn how important this is.

Top 4 Ways You Should Get Support from an ERP Partner

 

How to Add On-Screen Messages to Keep Users Informed

One of the really cool features in both Dynamics SL and Intacct is that it is fairly easy to add messages to data entry screens. Visuals are very effective and if you think about it, there are many useful purposes for on-screen messages, such as:

  • Help ensure data entry is more accurate.
  • Give tips about fields or options in the open screen.
  • Inform users of a new feature, field, or function that was installed during an update.
  • Add a hyperlink to a relative resource.

To see a full article and one of our “How to” Tips & Tricks videos on the subject, click below.

Add On-Screen Messages in Dynamics SL | Add On-Screen Messages in Intacct

Bring the FUN back to Accounts Payable with EFT

Electronic payments through electronic funds transfers (EFT) are being accepted and required at more and more businesses. The ease and efficiency of sending EFT payments to your vendors is a drastic improvement over printing a check, stuffing it in an envelope, digging through the desk drawer for a stamp, and getting it to the post office in time to take advantage of a discount.

Let’s not forget the fun of your bank reconciliation when checks clear the bank at the wrong amount or don’t clear at all! Using EFT payment options through your bank has made our AP Offices happy and fun places to work once again.

Recording these EFT payments in your accounting software should be simple and easy too. In this post we are going to explore the different ways you can record EFT payments in Dynamics SL. Whether you are already using EFT in your accounting software, or brand new to the process, you’ll likely benefit from the following.

Read full article in PDF: EFT in Dynamics SL

View full presentation in VIDEO: EFT in Dynamics SL