Your Business Case to Upgrade Dynamics GP

SALON 1 & 2

Are you running on an older version of GP? Want to get a look at the new features in GP 2016 R2? Curious how the latest enhancements can help your organization work more productively? Still not sure if upgrading is the right path for your business?

Attend this session to find answers to all of these questions—to review the end of life support on your current version of GP—and to discover your business case and return on investment to upgrade to GP 2016 R2.


SuiteWorld 2017: Let's Recap!

SALON 3

Curious what happened at Oracle + NetSuite's 2017 premiere tradeshow? We've got you covered. FMT is headed to—and sponsoring—SuiteWorld 2017 and ready to report! In this recap session, we'll provide executive keynote highlights, the top three "big news" NetSuite features unveiled during the conference, professional insight on 2017.1 new features, and several forward looking thoughts on NetSuite's roadmap and promising future. If you missed SuiteWorld 2017, this session is a must-attend!


Information That Follows You—and Finds You—with the SharePoint Mobile and Intelligent Intranet

SALON 4

Do your documents and content follow you? With more work being done outside of the office, you need your resources—and your company intranet—to be accessible from wherever you are. In this rich session, we'll explore new features in the SharePoint mobile app that enable you to stay connected to information while you're on the go—with built in intelligence where the content you need finds you first.

We'll also explore the enhanced productivity of modern team sites connected to Office 365 Groups, publishing sites and pages, and business apps integration with Microsoft Flow. Your intranet is at the heart of your business—now it can be in your pocket too!


SAP ByDesign - The Heart of Your eCommerce Empire

LA JOLLA

eCommerce continues to grow rapidly. Whether you are already in the game, looking to launch a new online store, or outgrowing your current platform—the solutions you put in place are key in delivering meaningful customer experiences and beating out the competition.

Join this session to discover how SAP Business ByDesign easily integrates with best-in-breed E-Commerce platforms such as Hybris or Magento, and warehouse management solutions, without breaking the bank. We'll walk you through the integration and share how you can achieve a holistic solution that will help you fulfill demand faster and cheaper.


Connect Your Team Through a Chat-Based Workspace—with Microsoft Teams

DANA POINT

Social communication has evolved over the past decade. Text messages and comments now replace phone calls and emails. With Microsoft Teams' chat-based workspace in Office 365, your employees can connect and collaborate in real-time—with resources similar to what they use in their personal life.

In this session, we'll walk you through the platform and share how you can leverage conversations in channels, save conversations, and connect on the Teams mobile app. We'll also discuss some of the new Teams features that are rolling out in 2017. You'll learn how you can easily turn on Microsoft Teams in your Office 365 plan—and benefit from a collaboration platform that allows ideas to flow freely and evolve organically.

A Case for Sweet Success — EcoArk Holdings Realizes Full Potential with NetSuite

CORONADO ROOM

Join us to experience the sweet success that EcoArk holdings has achieved by implementing NetSuite OneWorld. EcoArk owns seven subsidiaries across the US that were running on four different applications of QuickBooks and Microsoft Dynamics GP. In this session, we'll share how implementing NetSuite helped provide EcoArk with consolidated financials with sound SOX controls to help prepare the company to go public.

EcoArk Holdings, Inc—headquartered in Rogers, AR—owns a portfolio of companies with business models ranging from manufacturing to professional services. Their diverse market presence includes the retail, agricultural, food services, commercial real estate architecture, engineering and construction industries.


Advanced Reporting and Budgeting for GP

SALON 1 & 2

Are you struggling to pull critical data and reports out of Dynamics GP? You're not alone. GP is one of the most robust ERP platforms when it comes to reporting—but often times companies are just scraping the surface of its capability. With a number of tools available for reporting and budgeting in GP, how do you decide which solution to use?

In this this interactive session, we will explore some of the top reporting and budgeting options—native reporting, Management Reporter, Power BI, and Solver's BI360 Reporting tool. You'll walk away with better insight into how you can achieve the real-time visibility that you're craving.


CRM + Document Management: The Big Picture

SALON 3

Is there a disconnect between your customer documents—quotes, contracts, and other files—and their account records? If you're constantly jumping between systems to get a full view of your customers, this session is a must-attend! We'll share how you can store and manage documents in SharePoint—providing external users access to collaborate on the documents—and view them within the context of a record in Microsoft Dynamics 365 (CRM).

We'll also explore rich features like enterprise search, custom folder hierarchy, and auto site provisioning. With SharePoint already included in your Office 365 subscription—and the built-in integration—achieving holistic customer management is easy!


Turn Service Calls into a Strategic Advantage with Dynamics 365 for Field Service

SALON 4

When your team delivers exceptional service, you build lifelong customers—and consistent revenue. Join this session to learn how you can improve field service efficiency, better delight your customers, and fit more appointments in the day with Microsoft Dynamics 365 for Field Services (previously Dynamics CRM).

We'll demonstrate Field Services' complete end-to-end solution including centralized scheduling, predictive servicing, mobile field resources, and back-office functions to manage service agreements and inventory. It's time to power up and start turning service calls into a strategic advantage!


Keep Data at Your Fingertips with Power BI Mobile Apps

LA JOLLA

Important decisions can't always wait till you're back at your desk. Staying connected on the go—and keeping data at your fingertips—can help you solve problems as they occur and seize opportunities as they arise. In this session, we'll cover some of the options available for mobile reporting, and demonstrate just how easy it is to get started.

Using Power BI and the new SQL Reporting Services Mobile Reports Publisher, learn how even a non-developer can create reports for any form factor including phone, tablet, or modern web browser. With Power BI mobile apps, you can view and interact with data anytime and anywhere—empowering you to make data-driven decisions on the go.


Growing Pressures and Opportunities in Procurement – Achieving more with Less!

DANA POINT

Attend this session and gain insight into current procurement processes, purchasing decentralization, siloed departments, integration’s effect on payables downstream, supplier data, relationships, pricing, inventory, payment information, and PO’s, and increased cost.

Lean about new trends in e-procurement to determine how to enhance your strategy, key points in defining your approval requirements, how to overcome procurement challenges, how to manage exceptions, and how to truly achiever more with less! Join Foy Mainor of Paramount WorkPlace at place, May 25 from 11-12pm


T-Bird: Growing the Business with GP and Managed Application Services

CORONADO ROOM

In this session, we'll share how T-Bird Restaurant Group, Inc. was able to achieve complete financial visibility into their portfolio of restaurants—with consolidated financials in Dynamics GP—and maximize the efficiency and performance of their technology investments—with Managed Application Services (MAS) from FMT.

We'll share how T-Bird's GP solution addresses the challenges encountered by most multi-faceted organizations today: disparate applications, manually consolidated financials, and a lack of systematic controls and process compliance across all entities. Combined with a MAS solution to ensure their systems are running optimally—you'll discover how T-Bird is able to focus on growing the business instead of maintaining it.


Ramp Up Your Sales! Effectively Manage Your Team with Microsoft Dynamics 365 for Sales (CRM)

SALON 1 & 2

Is your sales team maximizing their productivity? Are you losing business to wasted time? If so, we invite you on a journey with us to closing more deals, faster. In this session, we'll explore how you can maximize your team's productivity and keep them focused on the tasks that matter most—with Microsoft Dynamics 365 for Sales (previously Dynamics CRM).

We'll demonstrate how to automate and track activities and tasks, set goals and monitor progress against them, and drive behavior. You'll leave this session with valuable insights on how to effectively manage your sales team—and ultimately, increase revenue.


NetSuite: Flexibility of a Modern ERP Solution

SALON 3

Ready to ditch your legacy accounting system and unleash your full potential? Haven't seen NetSuite in action yet? Join this session to get a look at NetSuite's unified—purely cloud—modern ERP solution. We'll walk you through NetSuite's limitless capability including ERP/Financials, CRM, eCommerce, PSA, SRP, MRP, and everything in between.

Come discover how NetSuite can help you gain full visibility into your business—so you can start making more informed decisions and reach peak profitability.


Get Started with Microsoft Azure: Extend Your IT Environment into the Cloud

SALON 4

Are you looking to leverage the cloud, but not sure where to get started? In this session, we will explore Microsoft Azure's Infrastructure (IaaS) and Platform (PaaS) services and focus on how you can extend your current IT systems and infrastructure to Azure. We'll walk you through what's involved in connecting your organization's network and directory services to the cloud—as well as the many workloads that Azure supports.

You'll leave this session with better insight into the questions you should be asking to get started on your journey to the cloud.


Powerful Excel & Web Reporting, Budgeting, & Dashboards with Solver BI360

DANA POINT

This session offers an in-depth demonstration of financial reports built in BI360, the leading Excel report writer. BI360 delivers powerful Reporting in Excel, Web and Mobile. You will also see how BI360 automates Budgeting and Forecasting processes with easy to build real-time drag-and-drop functionality.

Additionally, the session will introduce BI360's out-of-the-box integration to Dynamics GP and NetSuite and the Data Warehouse ability to connect with other data sources (ERP, Payroll, Legacy Systems).


Another High-Value Session Coming Your Way!

LA JOLLA

Our team is working hard to deliver content that will help you reduce cost and increase revenue. Details for this session are underway - check back soon!

What's New in Dynamics 365 (Formerly Dynamics CRM)

CORONADO ROOM

What's new in Dynamics 365? In this session, we'll explore some of the latest features in Dynamics 365 (CRM) that will help you work faster and smarter. You'll get a look at enhancements to the User Interface—like editable grids and the new Designer Experience—that will help you maximize productivity.

We'll also look at features like Customer Insights and Relationship Insights which will provide you with valuable information about your Customers and Sales Process.


Enterprise Analytics with Power BI

SALON 1 & 2

Are you running your business based on guestimation rather than data-driven decision-making? If so, this session is a must attend! We'll explore Power BI in action and demonstrate how you can easily pull all of your company data together into one unified dashboard—giving you full visibility into all aspects of your organization.

We will walk you through the entire process including pulling the data from your business systems, modeling the data, and finally creating informative and interactive reports and dashboards. Learn how even as a non-developer, you can get started with Power BI in less than an hour.


Discover Enterprise Content Management (ECM) with SharePoint

SALON 3

Poorly managed content can make it hard to find the documents you need, and keep track of changes. In this session, we'll explore the modern Enterprise Content Management tools in SharePoint that will help you organize and manage content throughout it's lifecycle—from creation to archive.

We'll dive into the latest people-centric capabilities that are making it easier for individuals and teams to manage the content they are working on. Empower your team with intelligent and relevant consumption experiences—and watch them achieve more!


Your Landline Called—It's Moving to the Cloud—with Skype for Business Cloud PBX

SALON 4

Your phone is your lifeline. However, the complicated and expensive equipment from your traditional PBX could actually be holding business back. In this session, we'll discuss how Skype for Business Online Cloud PBX can help you cut costs—while boosting efficiency and communication for your team.

You'll learn how easy it is to get started with Cloud PBX—what licenses are needed, how to provision phone numbers, and how to use your new Cloud PBX on your Skype phones and Skype apps. Want to port your existing phone numbers to Cloud PBX? We'll cover that in detail. We'll also discuss new Cloud PBX features in 2017 such at Auto Attendant and Call Queues.


Microsoft Dynamics 365 for Financials: Connecting Your People and Processes Like Never Before

LA JOLLA

Microsoft's latest business solution is here—and ready to grow with you! If you're tired of running your business on disconnected systems and Excel reports, this session is for you. Join us to get a first-hand look at Dynamics 365 for Financials in action.

We'll demonstrate how the cloud-based solution will make your ordering, selling, invoicing, and reporting easier and quicker. You'll learn how you can eliminate multiple systems and connect your people and processes like never before.


Understanding Azure + Mobile Application Solutions

DANA POINT

This breakout session simplifies the patterns, practices, and technologies of Azure + Mobile Solutions. We start with Azure IaaS and examine Virtual Machine and Service Fabric—to understand the infrastructure available to Mobile Application Development. Next, we explorer the Mobile Application Components of Azure PaaS—to understand the integration patterns for Mobile Apps, Mobile Engagement, App Services, App Functions, and Logic Apps. We'll finish strong with an overview of Azure SQL Database support for Mobile App Solutions.

Also included in this session are technology recommendation for UWP, Team Services, Visual Studio, and Xamarin. We will also touch on Azure Cost Analysis and briefly discuss best practices to cost affective (and FREE) Azure Mobile Solutions.


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Email Marketing and Marketing Automation for Dynamics 365

Easy-to-Use Marketing Solution
Create emails, web forms, surveys, nurture campaigns and more with intuitive drag-and-drop functionality
Native Inside Dynamics 365
Fully embedded in Microsoft Dynamics 365 – features are accessed through the Dynamics interface, and data is stored in the CRM database
Built on Microsoft Azure
Built on the Microsoft Azure cloud computing platform, providing customers with fast deployment, secure data, and scalability for growth
Expert Training and Support
ClickDimensions helps, trains and supports marketers by providing personal assistance, live and recorded training, help sites, and more

Want to see ClickDimensions in action?

Click here to see a 7-minute demo or contact traci.winter@clickdimensions.com to schedule a live demo.

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Paperless AP Automation? No Sheets, Sherlock!

Look no further than MetaViewer to rid your cabinets of unwanted sheets of paper.

MetaViewer’s Fast Track AP Automation solution is the obvious choice for eliminating the frustration and detective work caused by outdated paper-based transactions.

Increase efficiency, eliminate errors, automate workflow, and achieve real-time visibility with full Microsoft Dynamics or NetSuite integration.

Expandable functionality goes beyond accounts payable automation to include expense reports, journal entry, purchase requisition and more.

Pitch the Paper Clips and Get on the Fast Track with MetaViewer. Everyone benefits – from AP to AR, and HR to the CFO, it’s ELEMENTARY!

Visit us at Booth 13 for a closer look at MetaViewer or take a quick tour here.