Allow me to introduce myself. I’m Cynthia Priebe, Senior Business Analyst and Project Manager for Liberty Grove Software. I’m also a Summit veteran, so to speak, having attended Summit for many years. I know that even if you’re not a first-time Summit attendee, even if you’re a veteran like me, the Summit agenda is so vast that it can be a bit overwhelming.
That’s why I’ve scoured the agenda to come up with a few sessions, offered by other partners and participants, that I wouldn’t want you to miss. Here they are…
My Top 3 Picks: Get the Most out of Your NAV/BC System (and have fun doing it)!
Summit Session ID: GET68 Title: Let's Go Through NAV Setup, Shall We? Presenters: Business Automation Specialists of MN; River of Goods, Terrybear Urns & Memorials
Date: Wednesday, October 16, 2019 Time: 4:30-5:30 PM CPE Credit: 1 Brief Description: Typically, your IT partner will help you with this, but no one knows your company better than you. So you need to understand the implications of your company's settings in BC/NAV and how they are all connected. We'll walk through the cause and effects of the system setup relative to Sales & Receivables, Purchases & Payables, Inventory, G/L, and Posting.
Summit Session ID: ADM66 Title: NAV in a Rapid Growth Environment: A Story of a Happy NAV Kingdom Presenters: Charlotte’s Web
Date: Thursday, October 17, 2019 Time: 9:30-10:30 AM CPE Credit: 1 Brief Description: Once upon a time, a small company used basic NAV in a basic way, and everyone was happy. Then this company started growing, becoming more complex, and NAV didn't work so well anymore, and all the people in the NAV kingdom were upset. But fear not, knights in shining armor came to the rescue. You'll hear how this turnaround happened, how everyone lived happily ever after.
Summit Session ID: FIN80 Title: FIN80 - Abracadabra: How to Eliminate Most of Your Boring Tasks Presenter: Qixas Group Date: Friday, October 18, 2019 Time: 2:30-3:30 PM CPE Credit: 1 Brief Description: Raise your hand if you like doing manually-intensive, repetitive accounting tasks. Yeah, we thought so. Let your BC/NAV system do many of your current (aka boring) tasks for you. We'll walk through how easy it is to take advantage of automation you already own so you can focus on more value-added activities. We'll show you how to set up reminders, job queues, and much more.
I’m also a Summit 2019 presenter and I’ll be conducting a half-day Academy class as well as 3 regular conference sessions. You can use this link to navigate to and register for any of the sessions listed above or below: https://na.powerplatformsummit.com/conference-schedule/sessions
My Academy and Summit Sessions
Academy Training: Accounts Payable for Dynamics NAV & D365 BC Date: Monday, October 14, 2019 Time: 1:00-5:00 PM CPE Credits: 4 Brief Description: From day-to-day AP functionality to hands-on in the online learning environment for creating orders, invoices, payments, credit memos, and more. Find out what all those boxes and options mean on the Purchases & Payables Setup page, exactly how the system uses the number series on purchase documents, and how to maximize archiving versions. Course material applies to most versions of NAV and Business Central. Key version differences will be highlighted.
Summit Session ID: GET67 Title: Small Changes with Big Impact: Core Application Setup & Configuration - Options & Opportunities Date: Wednesday, October 16, 2019
Time: 2:00-3:00 PM CPE Credit: 1 Brief Description: Although BC/NAV can be customized to meet an organization's unique requirements, too often we jump to customize before looking at what may be configurable "out-of-the-box." We will show some of the most powerful (and some not so much) built-in setup and configuration options. We will also share how to make the "configuration is enough" conversation with stakeholders easier. This session illustrates how one small change can have a big impact on what BC/NAV can do for you.
Summit Session ID: ADM60 Title: Mods: Just Because Everyone Does Them Doesn't Mean You Should Too! Date: Thursday, October 17, 2019
Time: 10:45-11:45 AM CPE Credit: 1 Brief Description: Modifying your BC/NAV system is the classic "pay me now or pay me later" experience. Just because you can doesn't mean you should. Mods run on a continuum from not doing any to doing many deeply complex mods. Coupled with the evolution of extensions and SaaS services, the if, when, and how to modify your system is an incredibly complicated evaluation. At the end of this session you will understand when to modify, when not to, and how to justify these decisions.
Summit Session ID: FIN58 Title: My AP Person Just Left, Now What?!? Date: Thursday, October 17, 2019 Time: 1:30-2:30 PM CPE Credit: 1 Brief Description: It’s sobering to realize how much you don’t know about the detailed processes within your accounting department, and more so, how much inefficiency is happening right under your nose. Inspired by a real-life event, we’ll provide an overview of how AP works in BC for a foundation of what should be happening. We’ll dive into how to go about reviewing your current processes, questions to ask your staff to uncover existing inefficiencies and a game plan for recovery and improvement.
Visit Liberty Grove Software at Summit
When I’m not presenting, I’ll be in the Expo Center at the Liberty Grove Software booth, 1416. I hope you’ll come visit me there. I know that many of you are looking for a smooth upgrade path to Business Central from NAV. I’d love to meet you so we can chat about your upgrade plans. I’ll also be more than happy to answer any questions you might have about your Microsoft Dynamics NAV/BC system.
Between now and then, you can always reach us by calling 630-858-7388 or by emailing us at firstname.lastname@example.org.