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Msdynamics_websan

MICROSOFT DYNAMICS 365: TAKE YOUR BUSINESS FINANCIALS TO THE NEXT LEVEL

Cost Free   CPE Credits 1.0 hour   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend?CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Other 
Integrates withMicrosoft Dynamics 
Course Description

Microsoft Dynamics 365 is the next generation of intelligent business applications that enables your organization to grow, evolve and transform to meet the needs of your customers and capture new opportunities.

Dynamics 365 breaks down the artificial silos of ERP and CRM and will deliver new purpose-built applications in the cloud. These applications work seamlessly together to manage specific business processes across Sales, Customer Service, Field Service, Operations and Project Service Automation.

Built for different types users such as accountants, business owners, CFOs and CIOs, Dynamics 365 was created to better connect people to the business processes they use everyday.

This webcast serves to put a spotlight on the solution and offer tips and tricks on how small businesses could maximize the use of Dynamics 365 for Financials.

The webcast will highlight Dynamics 365’s top features and integrations including Power BI and Office 365. We will also delve into common business processes that can easily and seamlessly be completed using Dynamics 365 such as managing your bank reconciliation, accounts receivables and payables, sales orders and creating quotes.

Learning Objectives

  • Learn how to navigate and use the main Dynamics 365 for Financials features

  • Understand how to integrate Dynamics 365 with Power BI and Office 365 to perform specific business processes

  • Get an in-depth view of how Dynamics 365 can help small businesses manage their financials more accurately and easily

Testimonials

"Great Presentation!!!"

"Andrew is very informed about the product he was representing. It did sound like a great product for smaller businesses and a great alternative to Quickbooks."

Andrew King

WebSan Solutions Inc.
Managing Director
andrew.king@websan.com
(416) 499-1235 x 214

Websan

Andrew King is the Managing Director of WebSan Solutions Inc. and a Microsoft Dynamics GP Partner. WebSan Solutions Inc. is a Toronto based Silver Certified Microsoft ERP Partner specializing in Hosted Dynamics GP and CRM Solutions. He is responsible for the company's business development, sales and marketing.

Prior to joining the WebSan team, Andrew has been an independent SAP consultant. Over the years he has successfully managed more than 20 ERP implementations around the world. His projects have ranged from acting as Interim VP Operations and CIO for a global retail sticker distributor, to implementing and supporting Microsoft Dynamics GP in the areas of Payroll, Financials and Project Accounting.

Andrew holds a Bachelor of Science in Chemical Engineering from Purdue University in West Lafayette, IN USA. Through his academic and professional training, Andrew has gained extensive knowledge and expertise in ERP Systems, Supply Chain Management, Financial Management, Project Management and Project Accounting.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211