Why you need to see Microsoft Dynamics 365

Technology is quickly transforming our daily work routines with useful apps and services that are easy to work with and deliver helpful assistance improving our lives. Business systems are rapidly undergoing a transformation as a result of this technology. These changes will impact business users for the foreseeable future.

November 2016 saw the combination and rebranding of Microsoft Dynamics CRM and Microsoft Dynamics AX as Microsoft Dynamics 365, unifying the CRM and ERP capabilities of these two applications into one, working together seamlessly.

This webinar series will focus on Microsoft’s set of solutions as examples of how these technology trends are affecting business systems. We will highlight the recent capabilities that are forthcoming so you can better plan your staffing, training and budgeting for the future of your organization.

Register only once, to add all of these webinars to your calendar. We welcome you to attend select or all episodes.

Are you interested in Dynamics 365 for Public Sector?
Register for our webinar series

A First Look At Microsoft Dynamics 365 Operations for Public Sector
(formerly known as Dynamics AX ERP)

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Episode 1: Modernize your ERP

What can a modern ERP do for us? We have so many different systems that we need to work with such as financials, budgeting, asset maintenance, property taxes and they all look and function differently.

  • What will Dynamics 365 do for me?
  • What are the implications of a cloud solution?
  • Integration with MS Office 365
  • What areas of my enterprise does it cover?
  • Will it connect to other systems?
  • Organize my Personal Task area

Episode 2: Budget planning and coordination

Budgets can be a daunting task with either complex business models, or simple with multiple spreadsheets and various versions.

  • How to simplify your budget process
  • How to set up Excel templates that can be used by any manager
  • How to use workflow to monitor and control the budget process
  • How to manage revisions
  • How do I monitor the status and report on it?
  • What types of metrics and reporting are available?
  • View of the outstanding POs and other committed costs

Episode 3: Capital projects and grants – Wednesday, April 19 (11 am – 12 pm PDT)

Organizations will often have to manage capital projects and grants, typically using spreadsheets, updated manually. ERP applications can assist.

  • How do I set up a capital project with its own budget?
  • How do I update the expenditures?
  • How do I monitor the status and report on it?
  • What types of metrics and reporting are available?
  • View of the outstanding POs and other committed costs

Episode 4: Streamline tasks – Wednesday, May 17 (11 am – 12 pm PDT)

Every organization must process expense reports, requisitions and other tasks that require documents and data be reviewed by more than one person. It is a mundane and time-consuming exercises prone to mistakes.

  • Complete expense reports and attach receipts during travel
  • How can I get a better-controlled process for requisitions and approvals in this tight economy?
  • Ensure company policies are documented and adhered to

Episode 5: Month End/Reporting – Wednesday, June 21 (11 am – 12 pm PDT)

Develop efficiency in accomplishing many tasks in a very short period.

  • How to document and standardize your month end tasks
  • How to customize financial reporting
  • How to automate/provide on demand real time financial statements

Join us for a special event

Join Sierra Systems and Microsoft on Tuesday, February 14th for a complimentary presentation and demonstration of Dynamics 365, showcasing how current technology trends are affecting business systems. Whether you are experienced with CRM or ERP, new to either, or an existing customer using Dynamics CRM or Dynamics AX, join us to gain knowledge and insights into how Dynamics 365 can work for you.

What you will learn at this launch event

Learn about Dynamics 365 and its offerings, capabilities, and potential to modernize business applications and processes for both Commercial and Public sector organizations. We’ll present and highlight the capabilities of Dynamics 365 so you can best plan your application solution roadmap. Our agenda offers you the opportunity to explore the CRM and ERP functionality within Dynamics 365 with separate breakout sessions for Commercial and Public sector attendees. Topics covered include:

  • An overview of Dynamics 365 – key features, capabilities, and complementary technologies
  • Public sector:
    • Use Dynamics 365 to more effectively manage cases and interactions with citizens and businesses
    • Leverage the flexibility and ease of use of Financials and ERP functionality including Grant Management
  • Commercial sector:
    • Take advantage of Financials, Supply Chain and other functionality to gain efficiencies in their business
    • Go beyond the traditional CRM functionality of Sales, Marketing and Customer Service and leverage Field and Project Services, Social Engagement
  • Cloud options, Portal and Mobile capabilities of Dynamics 365
  • How to integrate your Industry specific applications with the Dynamics 365 platform
  • How to use Dynamics 365 for better data visualization and machine learning
  • Other technologies highlighted in our presentation will include Dynamics 365 integration with SharePoint, PowerBI, Office365, OneNote, Skype

Who should attend

  • You are part of a company or public sector organization with at least 50 employees
  • VPs and Directors of Finance, Sales, Marketing and Customer Service, Operations and IT

THIS EVENT HAS ALREADY PASSED. Learn more about Sierra Systems and Microsoft Dynamics 365.

Agenda with Breakout sessions

7:30 – 8 AM:
Breakfast and Networking
8 – 8:30 AM:
Introduction and Dynamics 365 Overview
8:30 – 9:30 AM:
CRM for Public sector presentation OR Operations (ERP) for Commercial sector presentation
9:45 – 10:45 AM:
Operations (ERP) for Public sector presentation OR CRM for Commercial sector presentation