The eOne Solutions team is ready for our trip to Orlando! We can’t believe it’s almost time for Summit, and we are so excited to take the show on the road. Come see us speak at Summit North America in Orlando!
We will be in booth #608, so make sure to stop by and ask our experts a question. In the meantime, check out the team and view our schedule of sessions presented by the eOne Team:
Partner Solution Sessions
To Integrate or Not to Integrate? – D365 CE/CRM
Presented by Luke Steckler & Chris Dew
Wednesday, October 16 | 11:00 a.m. – Noon | Sun BD – Blue Theater
Integration… incredibly powerful yet inherently complex. How do you decide between true integration and simply displaying data inside D365? Good news, we’ve made both options easy.
SmartConnect powers 6,000+ organizations by automating business processes and transformation between D365 and hundreds of applications. Build integrations matching the complexity of your business without a developer.
What if you only need external data visible inside D365? Popdock’s been called “virtual entities on steroids” and blurs the lines on integration between D365 and outside applications. Cloud or on-prem, Popdock brings your data together in D365 without the complexities of true integration.
Don’t miss this session!
To Integrate or Not to Integrate – D365 BC/NAV
Presented by Alicia Bement & Chris Hanson
Wednesday, October 16 | 2:15 – 3:15 p.m. | Sun C
Integration is incredibly difficult, that’s why we built SmartConnect, which is relied on by more than 6,000 companies. You won’t need a developer to create integrations between Dynamics 365, Business Central, NAV, Salesforce, and 100’s of other applications. Don’t waste time on the out-of-the-box connector!
But, what happens when you don’t need to fully integrate your data? That’s why we have Popdock! You can view live data from all your applications within NAV or Business Central, create custom and favorite lists, and send business alerts for any critical data.
Don’t miss this session if you’re thinking about integrations and reporting!
Breakout Sessions
Dynamics GP
5 Things to Consider when Integrating your Business Solutions
Presented by Rod O’Connor
Wednesday, October 16 | 9:45 – 10:45 a.m. | Sun 1 & 2
It seems that we have come full circle, with most companies today selecting best of breed apps and then integrating them to work together. But there’s integrating and then there is integrating! In this session, we will cover off five basic elements of an integration that you should always consider while designing in order to avoid unhappy users post go live.
Do Cool Crap with PO’s!
Presented by Rod O’Connor
Wednesday, October 16 | 2:00 – 3:00 p.m. | Emerald 8
It’s crazy how often we show up at a customer site and have them tell us that they can’t process their purchasing through Dynamics GP on account of its limitations. WHAT LIMITATIONS? Come to this session to learn how to unfetter your system and do some really cool crap!
Dynamics GP Admin – 5 Things Your Boss Thinks You Already Do!
Presented by Rod O’Connor
Wednesday, October 16 | 4:30 – 5:30 p.m. | Captiva
Like any business system, Dynamics GP isn’t exactly a “set it and forget it” kind of tool. In this session, we’ll cover some of the key Dynamics GP maintenance items to help ensure that your system keeps on running smoothly. Along the way, we’ll also point out any options available to help you make maintenance even easier.
Are You New to GP… Ask the Experts!
Presented by Mark Anderson
Thursday, October 17 | 4:15 – 5:15 p.m. | Daytona
I don’t know what that means? What does that acronym stand for? Join this Interactive Session and get the answers to those questions that you have been wanting to ask but maybe are afraid to do so.
Finding Data in Dynamics GP: A Guide for Data Enthusiasts
Presented by Rod O’Connor
Thursday, October 17 | 4:15 – 5:15 p.m. | Sun 3 & 4
There is absolutely no value in recording data if you aren’t able to get it back out when you need it! In this session, we’ll cover the many different methods that you can employ when you go looking for Dynamics GP data. While we will be looking at database tables, this is not a developer session! If you’ve ever wanted to pull data from GP through any tool – like Excel, Power BI, or SmartList Builder – then this session will be extremely helpful.
How Do I Troubleshoot Issues in Dynamics GP
Panel, featuring Rod O’Connor
Friday, October 18 | 8:30 – 9:30 a.m. | Daytona
In the world of non-documentation, how do I find my way to the guts of the system? When I on board new users, or stumble on new problems, where do I go for help? In this panel discussion we will cover these, and other related questions, to help you take control of your system.
GP Integration with the REST of your Apps
Presented by Chris Dew
Friday, October 18 | 9:45 – 10:45 a.m. | Miami 3
There are so many new technologies that let the outside world interact with Dynamics GP. In this session we will explain what each of these technologies are and how they can make Dynamics GP so much more useful to your business. We start high level and then dig deeper into examples of how companies like yours are using these technologies. This session will help the novice to understand the technology but also have plenty of depth for those that are much more technical.
Help, I Need to Make a Useful SmartList or Excel Report!
Presented by Nicole Albertson
Friday, October 18 | 1:15 – 2:15 p.m. | Sun BD – Green Theater
Everyone has unique needs when it comes to their SmartLists and Excel Reports. What happens when you are challenged with creating those new reports? We will use SmartList Builder and Excel Report Builder to make the setup so much easier. We will talk about how to bring together data from multiple sources, use calculations to get the data you really need, and many more topics. We will even dive into how the developers of the Builders are using the tools to help out their team.
Should I be Considering Dynamics 365 Business Central?
Panel, featuring Rod O’Connor
Friday, October 18 | 1:15 – 2:15 p.m. | St. George #104
In this session, a panel of experts will discuses D365 Business Central vs. Dynamics GP. Topics include differences in upgrading and value.
D365 BC / Dynamics NAV
Field Service is Finest When Integrated with Your ERP
Presented by Chris Hanson
Wednesday, October 16 | 4:30 – 5:30 p.m. | Emerald 6
Designing more efficient and effective integrations for Dynamics 365 Field Service reduces manual effort and allows your team to provide superior service experiences at a lower cost. What are the keys to a sound integration? What business process decisions must be made before starting a Field Service – BC/NAV integration project? We’ll dive into the details to help you best prepare. You’ll understand important considerations and dependencies for integrating Field Service, identify key areas to automate, and leave with a sample plan.
Winning Strategies to Ensure D365 PSA – ERP Integration Success
Presented by Lorren Zemke
Thursday, October 17 | 9:30 – 10:30 a.m. | Sun BD – Purple Theater
Dynamics 365 Project Service Automation supports key project service processes such as project management, resourcing, project execution and billing. Financial systems offer more advanced billing, end-to-end procurement and project sales & distribution. How you do you make sure your customer and project data flows ‘seamlessly’ from lead to project delivery? We’ll discuss strategies to ensure you’re prepared ahead of time, maximize your efforts and optimize your integration to match your processes. We’ll discuss important considerations and dependencies for integrating Project Service and identify key areas to automate between PSA and BC/NAV so you can return to your office with a plan.
eXtreme 365
Use StorySelling to Ensure the Customer is the Epicenter of your Demo Experience
Presented by Luke Steckler
Tuesday, October 15 | 1:00 – 2:15 p.m. | Grand Sierra C
Customer demos are often the make-or-break phase of any sales cycle. Successful demos connect with customers at an emotional and personal level on top of features and functionality. In this session, we’ll explore how to elevate your demos and increase your win rate by blending stories with software. We’ll help you ensure the customer is always the center of your demo presentation.
D365 CE / Dynamics CRM
From Lead to Invoice, Best Practices for Excellence in Pipeline Management
Presented by Luke Steckler
Friday, October 18 | 2:30 – 3:30 p.m. | Osceola 6
Converting potential clients into paying customers is critical to strong sales teams. In this session, we’ll cover how to optimize each stage of your pipeline within Dynamics 365 Customer Engagement. We’ll explore how to configure D365 to ensure you’re properly qualifying leads, guiding customers through each phase of the sales process and winning more opportunities. See how you can manage your pipeline more effectively and, in less time, when D365 is built to suit you.
If you want to meet up with us at the conference, or chat before Summit, feel free to email us at sales@eonesolutions.com.