User Group Road Show Schedule and Session Descriptions

Transcription

1 User Group Road Show Schedule and Session Descriptions Schedule Time Main Room Break Out Room 1 Break Out Room 2 8:00-8:30 Registration / Breakfast 8:30-10:45 General Session 10:45-11:00 Break Break Break 11:00-11:45 GP Break Out Session CRM Break Out Session ISV Break Out Session 11:45-1:00 Lunch Lunch Lunch 1:00-1:45 GP Break Out Session CRM Break Out Session ISV Break Out Session 1:45-2:00 Break Break Break 2:00-2:45 GP Break Out Session CRM Break Out Session ISV Break Out Session 2:45-3:00 Break Break Break 3:00-3:45 GP Break Out Session 4:00-4:30 Closing Session 4:30-5:30 Wine and Cheese Mixer GP Payroll & HR Break Out Session ISV Break Out Session Please note that this is a preliminary schedule and subject to change.

2 User Group Road Show Schedule and Session Descriptions Session Descriptions General Session 8:30am 10:45am Microsoft Dynamics GP 2013 and Beyond In this session, we will highlight some of the new features in Dynamics GP You will learn how they apply to all users across the entire system, plus we'll detail functionality that has been added since its original release. Some of the discussion topics will include document attach and customized sorting options, as well as other user interface changes. We will demonstrate how Dynamics GP 2013 has added new functionality integrated with Office 365 and walk you through how to take advantage of it. Break Out Sessions 11:00am 11:45am Management Reporter: 50 Tips in 50 Minutes Do you need some quick tips for Management Reporter? Make efficient use of your time and attend this session for 50 Tips in 50 Minutes. In this session, we will cover report design, shortcuts, and report distribution tips in a fast-paced format that will help you get more out of your solution. Microsoft Dynamics CRM: Driving Sales Effectiveness Drive better win-rates, pipeline insight, and sales process management by leveraging the new sales management capabilities in Dynamics CRM. See how the new user experiences in Dynamics CRM can improve CRM adoption and utilization by your sales teams, while improving their sales effectiveness. To Excel & Back Again In this session, you will learn how to create the best possible Excel report you need. Once we create the Excel report, we ll discuss the next steps to take changing the report in Excel, pushing the information back to Dynamics GP and creating new transactions or records. This session is designed for users who LOVE Excel and want to know how to make their day to day lives as efficient as possible. Pg. 2

3 Break Out Sessions 1:00pm 1:45pm Microsoft Dynamics GP: 50 Tips in 50 Minutes Need a few helpful tips for using Dynamics GP? Come to this session for a new and refreshed 50 Tips in 50 Minutes. We will cover existing functionality, as well as what's new in Dynamics GP 2013, in a fast-paced format that will provide you with tips to get more out of your solution. Microsoft Dynamics CRM: Personalize Customer Care An organization s ability to support, engage, and respond to the needs of customers, is an increasingly strategic part of any business. Successful organizations understand and have insight into customer needs across every channel, including the Web, social, and mobile, to deliver the best customer care possible. See how the new user experiences in Dynamics CRM can improve CRM adoption and utilization by your sales teams, while improving their customer care effectiveness. Are You Ready to Work Simpler & Easier with Rockton Software? Extend the Power of Microsoft Dynamics GP with Tools that will Rock Your World. Optimize your enterprise as we explore ways to make Dynamics GP work simpler and easier. Got deadbeats hogging your Dynamics GP licenses? Do you want to increase your data lookup speed by 83%? Do you want to track data changes from within your Dynamics GP accounting system or at the SQL data base level (this includes any 3rd party product)? Are your pricing updates ugly? Got reports? If you answered yes to any of these questions, then don't miss out on this session. Pg. 3

4 Break Out Sessions 2:00pm 2:45pm Building Dashboards with Microsoft Dynamics GP and Microsoft Excel Dashboards are an effective way to get important information to people within the organization. Come to this session to learn how to build dashboards that are easily created and maintained, as well as refreshable. This session will focus on leveraging Microsoft Excel with a connection to the Dynamics GP database. Microsoft Dynamics CRM: Integrate Your Planning and Marketing in Dynamics CRM Chief marketing officers (CMOs) want a marketing solution that helps them plan and execute great marketing campaigns, gives them insights into the impact of their marketing activities, and provides them with the ability to optimize marketing mix to deliver the most impact to their business. See how the new user experiences in Dynamics CRM can improve CRM adoption and utilization by your marketing teams, while improving their marketing effectiveness. Sales Pad Solutions Delivers Tools to Enhance Your Microsoft Dynamics GP Experience Sales Pad makes sales and customer service teams more effective with quick order entry, complete inventory visibility, easy access to customer information, configurable work flow, and more. Sales Pad Solutions also offers many other products to complete you distribution solution. Pg. 4

5 Break Out Sessions 3:00pm 3:45pm Better Reporting with Excel Reports and SmartList Designer Are you looking for ways to produce better reporting with Dynamics GP? Come to this session to learn how to deploy and modify Dynamics GP Excel Reports. We will also discuss SmartList Designer and how it can work for you. If you want to learn how to get better reporting with Dynamics GP, this session is for you! Microsoft Dynamics GP 2013 and Beyond: Human Resources/Payroll Dynamics GP 2013 licensing now includes Human Resources and Payroll. Human Resources and Payroll take center stage as we show you why you should consider using them. In this session, we'll cover core features as well as features in the extended HR pack. Join Encore for an Action Packed Demo of Encore s Project Tracking and Subscription Billing Solutions for Dynamics GP Do you find it challenging to analyze the performance and profitability of your projects? Alternatively, do you have subscription billing requirements and want to increase efficiency and service within your billing process? If so, than you ll want to join us for this session. You will also get a sneak peak at some of our other products that will enhance your work day like Advanced SmartList, Account Reconciler, Auto Reconciler, Tax Distribution and Investor Relationship Manager. Pg. 5