Convergence 2011 – Proposed Accounting Track – Power User

Convergence 2011 – Power User Class Offerings

 

CSGP01-R1 Using Excel Report Builder with Microsoft Dynamics GP

Track: Microsoft Dynamics GP

Speaker(s): Martin Olsen, Andrew Brown

Room: A302

Audience: Technical Decision Maker, End User, IT Professional, Business Decision Maker, Power User

Skill Level: 100 – Introductory

Industry:

Tuesday, April 12

9:00-10:00

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Session Details 

If you currently use SmartList Builder then you already own Excel Report Builder and need to learn how to use it to manage your business via Excel. This session showcases the power of a unique query tool that allows you to utilize Microsoft Excel to view the live Microsoft Dynamics GP data you want and need to see. Every time you open an Excel Report builder spread sheet you know the data is live.

CSGP02-R1 Microsoft Dynamics GP: Personalizing Your Solution Using Extender

Track: Microsoft Dynamics GP

Speaker(s): Martin Olsen, Andrew Brown

Room: A302

Audience: Technical Decision Maker, End User, IT Professional, Business Decision Maker, Power User

Skill Level: 100 – Introductory

Industry:

Monday, April 11

15:30-16:30

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Session Details 

Discover how to configure Microsoft Dynamics GP without writing code and spending lots of money. Learn how this easy-to-use tool that allows you to add new data fields, build new screens from scratch, create custom notes, macros, lookups and much more–without writing a single line of code. Stop working around the way Microsoft Dynamics GP does certain tasks and captures data and fill the gaps with Extender.

CSGP03-R1 Configuring Microsoft Dynamics GP with Extender

Track: Microsoft Dynamics GP

Speaker(s): Chris Dew, Chris Hanson

Room: A302

Audience: End User, Technical Decision Maker, Business Decision Maker, IT Professional, Power User

Skill Level: 200 – Intermediate

Industry:

Tuesday, April 12

10:30-11:30

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Session Details 

This session is for the serious Microsoft Dynamics GP user who wants to take their install to the next step. We’ll explore in depth how easy it is to create custom, business specific windows to track additional data that makes sense for your business. Take this a step further to build an entire mini application. Learn how simple it is to report on Extender data. This session will get deep into the detail of Extender, with plenty of time for questions and audience participation.

CSGP05-R1 Understanding Your Enhancement Plan & What You Currently Have

Track: Microsoft Dynamics GP

Speaker(s): Arlin Fisher, Jared Hall

Room: A313/314

Audience: Business Decision Maker, Technical Decision Maker, Power User, Prospect

Skill Level: 100 – Introductory

Industry:

Monday, April 11

17:00-18:00

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Session Details 

Do you know what modules you own and when your enhancement plan will expire? Are you sure you are getting the most out of your Microsoft Dynamics GP solution? Is there functionality you already own that can help your business thrive? Come to this session to learn about a ton of functionality in Microsoft Dynamics GP that solves common business problems without a large upfront investment.

CSGP06-R1 Getting More Out of Microsoft Dynamics GP: 50 Tips in 50 Minutes

Track: Microsoft Dynamics GP

Speaker(s): Mark Polino

Room: Marcus Auditorium

Audience: End User, Technical Decision Maker, Business Decision Maker, IT Professional, Power User

Skill Level: 100 – Introductory

Industry:

Tuesday, April 12

15:00-16:00

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Session Details 

Back by popular demand, this fast-paced workshop delivers something for everyone–beginners, intermediate and advanced users–as we share Microsoft Dynamics GP tips that you’ll want to race back and implement. With a briefcase of little nuggets that ‘wow’, including the how-to’s of the custom links feature, deleting auto complete entries and adding comments without using a comment ID, you don’t want to miss this. Past attendees have shared that this was the most useful session of the conference.

CSGP07-R1 SQL Reporting Services Using Microsoft SQL Server 2008

Track: Microsoft Dynamics GP

Speaker(s): Jen Olson

Room: A410

Audience: Technical Decision Maker, End User, IT Professional, Prospect, Business Decision Maker, Power User

Skill Level: 200 – Intermediate

Industry:

Tuesday, April 12

15:00-16:00

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Session Details 

Attend this session and you’ll soon see the flexibility at your fingertips when you discover how to use Microsoft SQL Reporting Services 2008 and the Report Builder 2.0 tool to create reports and gauges with your Microsoft Dynamics GP data. See how the reports you have created can be deployed and integrated with your Microsoft Dynamics GP client and rendered within your report manager web page.

CSGP08-R1 Connect & Collaborate with Business Portal

Track: Microsoft Dynamics GP

Speaker(s): Tom Higginbotham, John Dooley

Room: A305

Audience: Technical Decision Maker, IT Professional, Business Decision Maker, Power User

Skill Level: 200 – Intermediate

Industry:

Tuesday, April 12

9:00-10:00

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Session Details 

Join us as we showcase how to leverage the Microsoft SharePoint platform to extend the reach of Microsoft Dynamics GP in your organization and enhance the capabilities of Business Portal. Explore tools that are available–many which do not require deep programming knowledge or large dollar investment–and investigate how you can take advantage of them to build collaborative solutions. You’ll see scenarios that show how to harness the power of the platform as well as how to make your people more productive.

CSGP10-R1 How to Extend the Reach of Your Solution using the Microsoft Dynamics GP Light User

Track: Microsoft Dynamics GP

Speaker(s): Chad Niswonger, Jon Elliott

Room: A305

Audience: Technical Decision Maker, End User, IT Professional, Prospect, Business Decision Maker, Power User

Skill Level: 100 – Introductory

Industry:

Tuesday, April 12

13:30-14:30

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Session Details 

Microsoft Dynamics GP contains a lot of value for people who do not have a full user license. This session highlights the functionality available to people who are not Microsoft Dynamics GP users and explores how to extend the reach of your solution to more people in your organization, making them more productive. See how Light Users can leverage the business intelligence capabilities in Microsoft Dynamics GP and take advantage of Business Portal to be more productive.

CSGP12-R1 New in Microsoft Dynamics GP 2010: Executive Center Dashboards & Home Page Metrics

Track: Microsoft Dynamics GP

Speaker(s): Gary Tronson, Rob Bernhardt

Room: A410

Audience: Technical Decision Maker, End User, IT Professional, Business Decision Maker, Power User

Skill Level: 300 – Experienced

Industry:

Tuesday, April 12

9:00-10:00

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Session Details 

Without the right information it’s impossible to make good decisions. Learn how the Executive Dashboards and home page metrics in Microsoft Dynamics GP 2010 provide the key data to understand exactly where your business stands today and to drive you through your decision making process. Gain an understanding of what the business intelligence solutions of Microsoft Dynamics GP 2010 provide and how they can be easily modified to meet your unique business needs.

CSGP13 50 Tips in 50 Minutes: Project Accounting

Track: Microsoft Dynamics GP

Speaker(s): Shannon Aune, Pam Peterson

Room: A410

Audience: End User, Power User

Skill Level: 300 – Experienced

Industry:

Tuesday, April 12

10:30-11:30

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Session Details 

Come to this fast-paced, high energy session and learn Microsoft Dynamics GP tips for Project Accounting that you’ll want to implement immediately. This popular session, based on Mark Polino’s 50 Tips in 50 Minutes, guarantees that even the most advanced users will walk away with helpful tips and tricks. .

CSGP15-R1 Unleashing the Power of Microsoft Excel

Track: Microsoft Dynamics GP

Speaker(s): Mark Polino

Room: Marcus Auditorium

Audience: IT Professional, Technical Decision Maker, End User, Business Decision Maker, Prospect, Power User

Skill Level: 100 – Introductory

Industry:

Monday, April 11

15:30-16:30

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Session Details 

Few things complement Microsoft Dynamics GP like Microsoft Excel 2010. In this session we will look at ways to get the most out Microsoft Dynamics GP data with Microsoft Excel.  This fast paced session will cover ways to get data from Microsoft Dynamics GP to Excel including SmartList Export Options, Excel Reports and MS Query. Additionally, we will look at ways to analyze Microsoft Dynamics GP once it is in Excel 2010 including subtotals, slicers, sparklines, pivot tables and PowerPivot.

CSGP16-R1 Connector for Microsoft Dynamics: Integrating Microsoft Dynamics GP & Microsoft Dynamics CRM

Track: Microsoft Dynamics GP

Speaker(s): Charleen Gust, Tim Estenson

Room: A313/314

Audience: IT Professional, Power User

Skill Level: 100 – Introductory

Industry:

Tuesday, April 12

13:30-14:30

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Session Details 

Do you want to integrate Microsoft Dynamics CRM and Microsoft Dynamics GP? Join us to learn about the new Connector for Microsoft Dynamics. The Connector provides the ability to integrate key sales data between the two products. We’ll tell you which data can be integrated out of the box and talk about the features and benefits of the Connector. You’ll see a demonstration of integrating data as well as the Connector interface.

CSGP17-R1 50 Tips in 50 Minutes: Financials

Track: Microsoft Dynamics GP

Speaker(s): Christine Galea, Ken Hubbard

Room: A313/314

Audience: Technical Decision Maker, End User, Power User

Skill Level: 300 – Experienced

Industry:

Tuesday, April 12

15:00-16:00

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Session Details 

Come to this fast paced, high energy session and learn Microsoft Dynamics GP tips for Financials that you’ll want to implement fast. This popular session, based on Mark Polino’s 50 Tips in 50 Minutes, guarantees to teach you something new–even for advanced users. This session will cover topics in the range of Payables, Receivables, General Ledger, Bank Reconciliation and Fixed Assets.

CSGP18-R1 50 Tips in 50 Minutes: Human Resources & Payroll

Track: Microsoft Dynamics GP

Speaker(s): Terry Heley, Michelle Blaser

Room: A410

Audience: End User, Power User

Skill Level: 300 – Experienced

Industry:

Monday, April 11

17:00-18:00

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Session Details 

Come to this fast paced, high energy session and learn Microsoft Dynamics GP tips for Human Resources and Payroll that you’ll want to implement immediately. This popular session, based on Mark Polino’s 50 Tips in 50 Minutes, guarantees to teach you something new–even advanced users! We’ll share tips and tricks on how to keep updated on tax changes and how to be more productive during year end procedures.

CSGP19-R1 50 Tips in 50 Minutes: Distribution

Track: Microsoft Dynamics GP

Speaker(s): Angela Ebensteiner, Stefanie Nelson

Room: A412

Audience: Business Decision Maker, End User, Power User

Skill Level: 300 – Experienced

Industry:

Monday, April 11

17:00-18:00

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Session Details 

Come to this fast-paced, high energy session and learn Microsoft Dynamics GP tips you can implement immediately the will help you help boost productivity, increase visibility and lighten your workload for the Sales Order Processing, Inventory and Purchase Order Processing modules. This popular session, based on Mark Polino’s 50 Tips in 50 Minutes, guarantees to teach you something new–even advanced users!

NEW: CSGP20 Microsoft Dynamics GP Cloud-Based Services: Today & Beyond

Track: Microsoft Dynamics GP

Speaker(s): Jon Zimmermann, Grant Swenson

Room: A305

Audience: IT Professional, Technical Decision Maker, End User, Business Decision Maker, Power User

Skill Level: 100 – Introductory

Industry:

Monday, April 11

15:30-16:30

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Session Details 

Join us to learn what you can do online today and what’s being planned in the future. We’ll highlight and demonstrate credit card processing using Payment Services for Microsoft Dynamics GP and multi-channel online sales using Commerce Services for Microsoft Dynamics GP, as well as travel and expense management using Concur Premier. Understand how each service works, and review requirements for integration.

CSGP21-R1 Management Reporter 101: The Next Generation of Financial Reporting is Here

Track: Microsoft Dynamics GP

Speaker(s): Shiela Sogge

Room: A412

Audience: IT Professional, Business Decision Maker, Technical Decision Maker, End User, Power User

Skill Level: 100 – Introductory

Industry:

Tuesday, April 12

10:30-11:30

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Session Details 

Management Reporter is designed for high volume, presentation quality financial reporting with little to no IT involvement. In this session, learn how Management Reporter can make everyone’s job easier, from empowering your finance professionals to creating board room quality reports to reducing your IT manager’s involvement in reporting.

CSGP23-R1 Migrating from Microsoft FRx to Management Reporter for Microsoft Dynamics ERP

Track: Microsoft Dynamics GP

Speaker(s): Kelly Bjella, Jill Carter

Room: A412

Audience: Technical Decision Maker, End User, Business Decision Maker, IT Professional, Power User

Skill Level: 100 – Introductory

Industry:

Monday, April 11

15:30-16:30

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Session Details 

Are you ready to move from Microsoft FRx to Management Reporter for Microsoft Dynamics ERP? Not sure where to start? Management Reporter provides a migration wizard to migrate your FRx building blocks into Management Reporter. We’ll discuss what you need to do to get prepared for the migration and we’ll walk you through the migration step-by-step.  We’ll also talk about what’s new and exciting in Management Reporter and how to transition from FRx to Management Reporter.

CSGP26-R1 Management Reporter for Microsoft Dynamics ERP for Advanced Users

Track: Microsoft Dynamics GP

Speaker(s): Jill Carter

Room: A412

Audience: IT Professional, Technical Decision Maker, Business Decision Maker, End User, Prospect, Power User

Skill Level: 200 – Intermediate

Industry:

Tuesday, April 12

13:30-14:30

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Session Details 

Are you ready to take your financial reporting to the next level? In this session, learn about the advanced features in Management Reporter for Microsoft Dynamics ERP. We’ll show you the Management Reporter tips and tricks that take your financial reports from basic to more complex.

CSGP22-R1 Capturing Electronic Signatures & Tracking Critical Data Changes

Track: Microsoft Dynamics GP

Speaker(s): Tammy Torgerson

Room: A410

Audience: End User, Business Decision Maker, Power User

Skill Level: 200 – Intermediate

Industry:

Monday, April 11

15:30-16:30

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Session Details 

Attend this session to understand how Electronic Signatures and Audit Trails can help your organization manage risk and improve visibility into key business processes and information. You’ll see how Electronic Signatures can help your business implement workflow controls to require an electronic signature for nearly any field or process in the system, while Audit Trails can help you monitor changes and updates to key business data across your operations.

CSGP24-R1 Streamlining Your Budgeting & Planning with Microsoft Forecaster

Track: Microsoft Dynamics GP

Speaker(s): Darian Hanson, Shiela Sogge

Room: A313/314

Audience: End User, Business Decision Maker, Power User

Skill Level: 200 – Intermediate

Industry:

Monday, April 11

15:30-16:30

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Session Details 

Today’s dynamic business environment requires flexible budget development with fast, easy revision capabilities. In this session, learn how Microsoft Forecaster can help you meet your financial planning and budgeting requirements and help you plan for the future realistically.

CSGP27 Microsoft FRx: Advanced Best Practices, Tips & Tricks

Track: Microsoft Dynamics GP

Speaker(s): Greg Byer, April Olson

Room: A412

Audience: End User, IT Professional, Business Decision Maker, Power User

Skill Level: 300 – Experienced

Industry:

Tuesday, April 12

15:00-16:00

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Session Details 

As an experienced Microsoft FRx user, do you want to learn how to maximize your financial reporting with Microsoft FRx above and beyond standard reporting? This session is geared towards experienced Microsoft FRx users who want to learn advanced tips and tricks. Come and learn best practices that you can take home and implement.

NEW: CSGP30-R1 What’s New in Microsoft Dynamics GP 2010 R2 Part 1: Features

Track: Microsoft Dynamics GP

Speaker(s): Theresa Nistler, Jamie Grant

Room: A305

Audience: Technical Decision Maker, IT Professional, End User, Business Decision Maker, Prospect, Power User

Skill Level: 100 – Introductory

Industry:

Tuesday, April 12

10:30-11:30

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Session Details 

Don’t miss this opportunity to see the future of Microsoft Dynamics GP! You’ll learn about all the features you have to look forward to with the release of Microsoft Dynamics GP 2010 R2. This overview session provides a great way for you to learn about the enhancements that are planned and see demos of live code focused on business intelligence along with system wide features.

CSGP31-R1 What’s New in Microsoft Dynamics GP 2010 R2 Part 2: Reporting

Track: Microsoft Dynamics GP

Speaker(s): Brian Meier, Cory Severson

Room: Marcus Auditorium

Audience: IT Professional, Business Decision Maker, Technical Decision Maker, End User, Power User, Prospect

Skill Level: 200 – Intermediate

Industry:

Tuesday, April 12

13:30-14:30

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Session Details 

Learn about all the exciting new business intelligence features releasing with Microsoft Dynamics GP 2010 R2. This session will provide you with a first-hand look at new multi-company and multi-application reports, additional Word Templates, tighter integration points between Microsoft Dynamics GP and SQL Report Builder, and an in-depth look at Microsoft Dynamics GP Business Analyzer; the great new reporting application that not only allows you to view reports but to take action on the reports.

DDGP01 Financials Deep Dive: Troubleshooting Tips to Reconcile the Core Financial Modules to the General Ledger

Track: Microsoft Dynamics GP

Speaker(s): Robert Mountain, Jake Laux

Room: A412

Audience: End User, Power User

Skill Level: 400 – Advanced

Industry:

Tuesday, April 12

16:30-18:00

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Session Details 

Become the troubleshooting expert in your organization as we study the advanced troubleshooting tips that help reconcile the core financials modules. As we focus our time on Payables Management, Receivables Management, and Bank Reconciliation, we’ll review common causes for discrepancies between each module and the General Ledger, and we’ll explore the tools available to you that help find and resolve the differences.

DDGP02 Everything You Need to Know About Management Reporter for Microsoft Dynamics ERP

Track: Microsoft Dynamics GP

Speaker(s): Charleen Gust, April Olson, Shiela Sogge, Jill Carter

Room: Marcus Auditorium

Audience: Technical Decision Maker, IT Professional, End User, Business Decision Maker, Prospect, Power User

Skill Level: 200 – Intermediate

Industry:

Tuesday, April 12

16:30-18:00

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Session Details 

Are you ready to take your financial reporting to the next level? In this session, learn how Management Reporter can make everyone’s job easier. We’ll show you the Management Reporter tips and tricks that take your financial reports from basic to more complex.

DDGP05 What’s New in Reporting for Microsoft Dynamics GP

Track: Microsoft Dynamics GP

Speaker(s): Brian Meier, Robert Wagner

Room: A313/314

Audience: Technical Decision Maker, End User, IT Professional, Prospect, Business Decision Maker, Power User

Skill Level: 200 – Intermediate

Industry:

Tuesday, April 12

16:30-18:00

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Session Details 

The value of getting more insight and better decision making in Microsoft Dynamics GP has never been easier. This session will provide a basic overview of all the great new features releasing with Microsoft Dynamics GP 2010 R2. In addition, we will provide a deep dive into what’s new in reporting, what’s new for Word Templates and Email functionality, and show you how to make the most of your SQL Reporting experience with the introduction of the Business Analyzer for Microsoft Dynamics GP .

DDGP06 Builder: Building SmartLists, Excel Reports, Navigation Lists & Drilldowns

Track: Microsoft Dynamics GP

Speaker(s): Nicole Albertson

Room: A302

Audience: Technical Decision Maker, End User, IT Professional, Power User

Skill Level: 300 – Experienced

Industry:

Tuesday, April 12

16:30-18:00

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Session Details 

Learn how to use the Builder products to meet the unique needs of your business. This deep dive showcases the power of SmartList Builder, Excel Report Builder, Navigation List Builder, and Drill Down Builder to get you the data you really need to see.

IDGP10-R1 Microsoft Dynamics GP for Distribution/Manufacturing

Track: Microsoft Dynamics GP

Speaker(s): Timothy Cruickshank, Michael Shoemaker, Deven Shah, Kathy Donahue, Robert Muns

Room: A315

Audience: End User, Business Decision Maker, Power User

Skill Level: 300 – Experienced

Industry: Wholesale & Distribution, Manufacturing

Tuesday, April 12

9:00-10:00

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Session Details 

Industry experts discuss today’s Microsoft Dynamics GP solution, and how they tailored it to meet the needs of the distribution and manufacturing organizations. Learn how you can meet tomorrows needs by working together today. Discuss and uncover more valuable tips and–and bring a few of your own tipcs to share. *Hosted by the Microsoft Dynamics GP User Group*

IDGP07-R1 Month & Year End Closing in Microsoft Dynamics GP: Best Practices

Track: Microsoft Dynamics GP

Speaker(s): Bob McAdam, Zubin Gidwani, Traci Shaw, Joyce VanJura

Room: A316

Audience: End User, Power User

Skill Level: 300 – Experienced

Industry:

Monday, April 11

15:30-16:30

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Session Details 

Looking for a better way to close the books in Microsoft Dynamics GP? Don’t miss this exciting discussion where month and year end closing tips and tricks will be discussed. Listen, learn, and share your closing experiences and receive immediate take back information that will make your next Microsoft Dynamics GP closing easier and more efficient! *Hosted by the Microsoft Dynamics GP User Group*

IDGP03-R2 Using & Migrating to Management Reporter

Track: Microsoft Dynamics GP

Speaker(s): Jill Carter

Room: A307

Audience: Technical Decision Maker, End User, IT Professional, Prospect, Business Decision Maker, Power User

Skill Level: 100 – Introductory

Industry:

Wednesday, April 13

16:30-17:30

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Session Details 

Management Reporter is a new financial reporting solution from Microsoft.  Join us to listen to fellow users to hear how they use it and tips they’ve learned throughout the  process.  Bring your questions about using Management Reporter.  We’ll also cover perspectives on migrating from FRx to Management Reporter.*Hosted by the Microsoft Dynamics GP User Group *

IDGP02-R1 Enhancing Your Use of SmartList with Microsoft Dynamics GP

Track: Microsoft Dynamics GP

Speaker(s): Daniela First, Heather Maughn, Jayne Neal, Martin Olsen

Room: A315

Audience: End User, Business Decision Maker, Power User

Skill Level: 200 – Intermediate

Industry:

Tuesday, April 12

13:30-14:30

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Session Details 

Do you love SmartLists? Join this discussion with other Microsoft Dynamics GP users and experts as we dig into the details of SmartList and SmartList Builder (SLB), Microsoft SQL Views in SLB,  accesing external non Microsoft Dynamics GP data, using SmartLists for Workflow and seeing Extender data in Microsoft Dynamics GP. *Hosted by the Microsoft Dynamics GP User Group*

IDGP14-R1 Using & Implementing Workflow

Track: Microsoft Dynamics GP

Speaker(s): Christy Smith, Marie-Michelle Strah

Room: A307

Audience: Technical Decision Maker, End User, Business Decision Maker, IT Professional, Prospect, Power User

Skill Level: 100 – Introductory

Industry:

Tuesday, April 12

13:30-14:30

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Session Details 

In this interactive discussion, listen, learn, and share experiences as we focus on how people are using workflow or planning to use the Microsoft Dynamics GP workflow to best support their organizations unique needs. This session begins with a panel discussion led by Microsoft Dynamics GP users. *Hosted by the Microsoft Dynamics GP User Group*

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Convergence 2011 IT Professional Track

Convergence 2011 – IT Professional Class Offerings

 

CSGP06-R1 Getting More Out of Microsoft Dynamics GP: 50 Tips in 50 Minutes

Track: Microsoft Dynamics GP

Speaker(s): Mark Polino

Room: Marcus Auditorium

Audience: IT Professional, Technical Decision Maker, Business Decision Maker, Power User, End User

Skill Level: 100 – Introductory

Industry:

Tuesday, April 12

15:00-16:00

Add to Calendar

Session Details 

Back by popular demand, this fast-paced workshop delivers something for everyone–beginners, intermediate and advanced users–as we share Microsoft Dynamics GP tips that you’ll want to race back and implement. With a briefcase of little nuggets that ‘wow’, including the how-to’s of the custom links feature, deleting auto complete entries and adding comments without using a comment ID, you don’t want to miss this. Past attendees have shared that this was the most useful session of the conference.

CSGP07-R1 SQL Reporting Services Using Microsoft SQL Server 2008

Track: Microsoft Dynamics GP

Speaker(s): Jen Olson

Room: A410

Audience: Prospect, Technical Decision Maker, End User, IT Professional, Business Decision Maker, Power User

Skill Level: 200 – Intermediate

Industry:

Tuesday, April 12

15:00-16:00

Add to Calendar

Session Details 

Attend this session and you’ll soon see the flexibility at your fingertips when you discover how to use Microsoft SQL Reporting Services 2008 and the Report Builder 2.0 tool to create reports and gauges with your Microsoft Dynamics GP data. See how the reports you have created can be deployed and integrated with your Microsoft Dynamics GP client and rendered within your report manager web page.

CSGP08-R1 Connect & Collaborate with Business Portal

Track: Microsoft Dynamics GP

Speaker(s): Tom Higginbotham, John Dooley

Room: A305

Audience: Technical Decision Maker, IT Professional, Business Decision Maker, Power User

Skill Level: 200 – Intermediate

Industry:

Tuesday, April 12

9:00-10:00

Add to Calendar

Session Details 

Join us as we showcase how to leverage the Microsoft SharePoint platform to extend the reach of Microsoft Dynamics GP in your organization and enhance the capabilities of Business Portal. Explore tools that are available–many which do not require deep programming knowledge or large dollar investment–and investigate how you can take advantage of them to build collaborative solutions. You’ll see scenarios that show how to harness the power of the platform as well as how to make your people more productive.

CSGP09-R1 Installing & Troubleshooting Business Portal 5.1

Track: Microsoft Dynamics GP

Speaker(s): Jerad Plesuk

Room: A313/314

Audience: Technical Decision Maker, IT Professional

Skill Level: 200 – Intermediate

Industry:

Tuesday, April 12

10:30-11:30

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Session Details 

Business Portal 5.1 for Microsoft Dynamics GP 2010 is the newest version of Business Portal, and the first designed to utilize all the advantages that a 64-bit environment has to offer. Learn the best practices, tips, and hints for installing

ACE Microsoft Dynamics GP SQL Installation and Configuration Audit

Microsoft Dynamics GP runs on the Microsoft SQL Server database which is a scalable platform that can run a high transaction volume with little support. SQL enables you to do query, search, synchronize, report, and analyze your data easily and effectively.

Having your business data in SQL Server ensures that you have the latest advances in data integrity, performance, and manageability. You can take advantage of SQL Reporting Services to create Web-enabled reports, use integration tools like ACE eConnect templates to communicate seamlessly with other database applications, and restore your company database to a specific point in time with SQL Server’s backup and restore functionality.

However, even Microsoft SQL is not maintenance-free.  Here are some common items ACE can recommend or assist you with in maintaining a stable and well performing Dynamics GP system.

Schedule regular database maintenance. As databases grow, it is important to allow SQL to re-tune the database for optimal performance. All the tools you need to do this are part of a SQL database maintenance plan.  How often it needs to run depends on your environment, but generally weekly maintenance runs are sufficient.  Be sure your maintenance plan includes tasks to check integrity, rebuild indexes, reorganize indexes, and update statistics.

Determine your server performance baseline.  Shortages in memory, disk, or CPU can all cause major performance problems.  Windows Server comes with everything you need to monitor a server out of the box.  Check out Windows Performance Monitor and its scheduling capabilities to get a clear view of what’s happening on your server.   Often times major bottlenecks can be simply rectified, such as dropping in some additional memory in a RAM starved server.

Select the right RAID level for the job.  RAID comes in many flavors and each has its strengths and weaknesses.  Raid 5 is popular because it is usually the most economical since you lose only one drive worth of space in your array for the parity data.  However, it usually has the slowest write performance of just about any type of RAID.  Selecting RAID levels with good write performance like RAID 1 and RAID 10 can provide better performance.  Avoid RAID 0 as it does not provide any fault tolerance.

Understand the difference between simple and full recovery model in SQL.  SQL writes all changes to the database to the transaction log.  In simple recovery mode, this transaction log is automatically truncated periodically. In full recovery, it is your responsibility to manually truncate the transaction log, usually by performing a transaction log backup. The benefit of full recovery mode is that you can restore to an individual point in time, not just to the time you perform a full backup.  If you have problems with your transaction log growing constantly, and you are not concerned with point in time recovery, choose simple recovery mode.

Do not locate transaction logs and database files on the same physical drive.  Many know you should place database and log files on separate drives.  The science behind this is that SQL must write to both files at the same time when transactions are applied to the database.  Putting the files on separate physical disks allows these activities to happen in parallel. And consider that a single physical drive or array partitioned as two drives may not provide the security of two separate drives.

Use correct auto-growth and auto-shrink settings.  It’s important to understand that SQL files can be logically and physically fragmented. Frequent shrink and growth commands executed on the database will cause fragmentation of the database files.  It is better to set the size of the files to a reasonable size right away, thereby reserving a contiguous area of disk platter. This way, the logical amount of data inside the files can grow and shrink without having to alter the physical size of the database.

Don’t assume a flat file backup is sufficient for recovery purposes.   The maintenance plan wizard in SQL management studio may be sufficient for many applications, but it may not provide the same type of comprehensive reporting and monitoring you would get from a centralized backup with a commercial utility. To back up a SQL database properly, you should strongly consider using commercial backup utility which is SQL aware.  At a minimum, both an on-site and off-site backup strategy should be implemented.

Properly back up the transaction log. Fortunately, a full backup will not to truncate the transaction log. This is one of the most misunderstood aspects of using SQL, even among database administrators.  SQL does not truncate the transaction log when performing a full backup. Doing so would break your transaction log chain and remove your ability to do point in time restore, which is a central point of the full recovery model. If you are unsure, just switch to simple mode and take full backups.  This way SQL will manage the transaction log automatically.

Microsoft SQL Server does have the ability to recover from problems. Built into the application are several data recovery and data protection mechanisms designed to protect your business data in the event of hard drive or server failure. SQL Server stores all information and changes in the transaction log, which allows you to backup and restore it to any point in time, not just the time you last took a backup.

Microsoft SQL provides a powerful, yet flexible framework to store and access your business data. Unfortunately many companies purchase the software, install it and never look at the server again until it runs out of space or they realize that they need to restore to a backup and there isn’t one because the backup plan is no longer running.

Protect your investment.  ACE can assist with one-time or ongoing preventative maintenance of your SQL Server.  Initially, we will complete a Microsoft Dynamics GP SQL Installation and Configuration Audit where you will come away with a comprehensive document of your current installation and configuration as well as recommendations to become complaint with Microsoft recommendations.  From there we can set up a schedule that makes sense for your organization to review your server and complete preventative maintenance procedures to protect against data corruption and ensure that backups are running properly and are reliable.  Take the first step toward protecting and maintaining your software investment today and engage with us for an audit of your GP and SQL Installation.