Upcoming Webinars

Deliver compelling, personalized customer experiences with Microsoft Dynamics 365

JOIN US WED, AUG 16, 2017 9:00 AM – 10:00 AM PDT

During this one hour session, learn how to connect the dots between your sales and marketing teams with Click Dimensions and Dynamics 365.

We will cover the following concepts and more:
• Create a 360-degree view of your customers
• Deliver better customer experiences
• Drive your business forward
• Discussion of marketing automation tools available to your organization

Register Here

Turn relationships into revenue with Dynamics 365 for Sales

JOIN US WED, SEP 13, 2017 9:00 AM – 10:00 AM PDT

During this one hour session, we will be discussing how you can sell more and streamline processes with Dynamics 365 for sales.

We will cover the following capabilities and more:
• Actionable insights
• Personal Engagement
• Customer Management
• Sales Performance

Register Here

Gain 10 Insights on How to Maximize Your Summit Experience in Nashville

JOIN US WED, OCT 4, 2017 8:00 AM – 9:00 AM PDT

We understand that Summit 2017 is right around the corner and many of you are eager to network, learn and ultimately gain more business from this year’s conference.

During this session, we will be providing you with 10 insights that will help you to achieve more and gain success at Summit.

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Gain Rapid ROI and Timely Audit Compliance for Microsoft Dynamics

JOIN US WED, OCT 25, 2017 8:00 AM – 9:00 AM PDT

During this one hour session, we will be answering the following questions that occur frequently within organizations:

• Access – Do you know who has it?
• Changes – Do you know who made them?
• Risk – Do you know where you are vulnerable?

Register Here

Grow and optimize your digital business in Dynamics 365

JOIN US TUE, NOV 7, 2017 8:00 AM – 9:00 AM PDT

During this one hour session, we will be discussing how Dynamicweb’s all-in-one platform can assist you with:

• Content Management
• Ecommerce
• Digital Marketing
• Integration

Register Here

Past Webinars

A historical listing of our webinars.

Earn customers for life with Microsoft Dynamics 365

Date: WED, July 5th, 2017

Time: 9:00 AM – 10:00 AM PDT

Description:

 

During this one hour session, we discussed the concepts of how to offer world-class customer service that leads to loyalty.

We focused in on the Customer Service capabilities within Microsoft Dynamics 365 relating to:

• Omni-channel engagement
• Self-Service
• Unified experience
• Knowledge base
• Digital Intelligence

Watch Webinar Replay

Profit from Your Projects with Microsoft Dynamics 365

Date: WED, June 28th, 2017

Time: 9:00 AM – 10:00 AM PDT

Description:

 

Run your project-based business more productively and profitably using Dynamics 365 for Project Service Automation.

During this one hour session, we will be exploring the following capabilities within the Project Service Module:

• Solution Selling
• Project Planning
• Resource Scheduling
• Mobile Productivity
• Time & Expenses
• Customer Billing

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Manage your Field Service Operations with Microsoft Dynamics 365

Date: WED, June 14th, 2017

Time: 9:00 AM – 10:00 AM PDT

Description:

Field Service capabilities extend Microsoft Dynamics 365 to provide a complete Field Service management solution, including service locations, customer assets, preventative maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing, and analytics.

During this one hour session, we will be exploring the following capabilities within the Field Service Module:

• Optimize your service schedule with efficient routing, resource skill matching, and reduced travel time
• Increase first time fix rates and on-time delivery performance
• Enhance real-time communication and collaboration between customer service, dispatch, field agents, and customers
• Eliminate Hard Copy Work Orders
• Streamline processes with e-signature capture

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Invoice Automation for Dynamics AX and 365

Date: TUES, June 7th, 2017

Time: 8:00 AM – 9:00 AM PDT

Description:

Processing invoices can be fun – and it should be fun!

We all know accounts payable can be a cumbersome, time-intensive process when done on paper or through ill-designed software.

But it doesn’t have to be this way.

Our upcoming webinar “Invoice Automation for Dynamics AX and 365 – Processing invoices can be fun – and it should be fun!” will look at the Accounts Payable process from the users’ perspective. Experts from Dooap – provider of world-class invoice automation software for AX – will take you through the latest trends in AP automation, with a special viewpoint on the Dynamics AX and 365 ecosystem.

Join us to discuss:
– Invoice Processing, AP automation…we need common understanding
– Why the User Experience is so important to Invoice Processing
– Key points about world-class invoice automation

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Intro to Dynamics 365

Intro to Dynamics 365

Date: TUES, May 23rd, 2017

Time: 8:00 AM – 9:00 AM PDT

Description:
During this one hour webinar we will cover the CRM components of Dynamics 365 providing the high-level functionality and value of each Enterprise App.

This webinar is aimed to provide Dynamics newcomers and current End-Users with little CRM experience with a more detailed look at the functionality specific to each app. We will also cover how data from the individual apps maps back into Operations and what the User Experience is like.

We will showcase how you can get the information you need, take action with ease and spot system issues whenever and wherever your busy schedule takes you!

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Command and Control Dynamics AX Remotely

Command and Control Microsoft Dynamics AX Remotely

Date: WED, May 17th, 2017

Time: 8:00 AM – 9:00 AM PDT

Description:
During this one hour webinar learn how the AX Admin App and the AX Workflow App will serve as the foundation for your organization’s mobile framework and allow for robust monitoring of your Microsoft Dynamics AX environment.

We will showcase how you can get the information you need, take action with ease and spot system issues whenever and wherever your busy schedule takes you!

Watch Webinar Replay

Real Time Address Validation for Microsoft Dynamics AX

Real Time Address Validation for Microsoft Dynamics AX

Date: TUES, April 18th, 2017

Time: 8:00 AM – 9:00 AM PDT

Description:
During this one hour webinar to learn how to avoid bad data and the extraneous costs they create with Quality Addressing for AX – QuAAX, powered by Experian.This turnkey integration for Microsoft Dynamics AX verifies addresses, zip codes, city, state, and countries on-demand and in real-time.

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Command and Control Microsoft Dynamics AX Remotely

Command and Control Microsoft Dynamics AX Remotely

Date: Wed, Mar 8, 2017

Time: 8:00 AM – 9:00 AM PDT

Description: In this webinar, you will learn how the AX Admin App will serve as the foundation for your organization’s mobile framework and allow for robust monitoring of your Microsoft Dynamics AX environment.

We will showcase how you can get the information you need, take action with ease and spot system issues whenever and wherever your busy schedule takes you!.

This webinar will cover the following:

  • Mobile First, Cloud-First Ecosytem
  • Understand the difference between mobile and mobility
  • Current Mobility options with AX 2012/2009
  • How the AX Admin began
  • An Overview of the AX Admin App
  • Demo showcasing the UI
Watch Replay Video Here

Data Warehouse Automation: Smarter Data, Less Time

Data Warehouse Automation: Smarter Data, Less Time

Date: Tue, May 24, 2016

Time: 9:00 AM – 10:00 AM PDT

 

Your data is valuable and it’s everywhere – from Dynamics AX to CRM to any number of ad hoc sensors and widgets.  So how do you go from big data to big decisions without spending countless hours searching and consolidating it? The answer is building strong data warehouses and useful BI cubes – and the ability to do so quickly creates an added level of ROI to your Reporting Model and your business.

 

In this webinar we will review how Data Warehouses fit into a reporting project, the many benefits of Data Warehouse Automation, as well as test drive an automation solution!

Data Governance and PowerBI With Dynamics AX

Data Governance and PowerBI With Dynamics AX

Date: Tue, Apr 26, 2016

Time: 9:00 AM – 10:00 AM PDT

Max Attendees: 100

Description: In this webinar, we will review key Data Governance considerations and discuss the role data sets and visualization tools, like PowerBI, play in creating a robust reporting model that is versatile enough to accommodate the diverse needs of both large and small organizations. Gartner included PowerBI as a “Leader” and Visionary in their annual Magic Quadrant for Business Intelligence and Analytics Platforms in 2016. You will also have the opportunity to learn the concepts of Self-Service BI and Content Packs as they apply to building an exceptional reporting solution.

This webinar will cover the following:

  • Define Data Governance
  • What is a robust reporting model?
  • PowerBI Desktop vs. Online vs App
  • Content Packs
  • Data Warehousing
  • And much more!

Top 10 Innovative General Ledger Features of The New Dynamics AX on Mar 31, 2016

Top 10 Innovative General Ledger Features of The New Dynamics AX

Date: Thu, Mar 31, 2016

Time: 9:00 AM – 10:00 AM PDT

Max Attendees: 100

Description: Are you ready to transform financial management process with the New Dynamics AX? Satya Nadella describes the New Dynamics AX as the cloud-based solution for enabling your teams to “achieve more” and boost productivity at every step of your business process, a notion highlighted by the innovative functionality within the new General Ledger module.

This month we invite you to learn how AX’s cutting-edge Financial Management features can take your business to new heights through the use of its robust business insights and intuitive workflows.

Agenda will include:

  1. The Dynamics AX new user interface including work spaces and navigation tips
  2. Powerful analytics using PowerBI’s AX Financial Content Pack
  3. Financial Period Close Out
  4. Time-saving checklists and automation

And much more!

How to Optimize AX 2012 for Peak Performance on Mar 1, 2016

How to Optimize AX 2012 for Peak Performance

Date: Tue, Mar 1, 2016

Time: 9:00 AM – 10:00 AM PDT

Max Attendees: 100

Description: Congratulations! You’re live on Dynamics AX… now what? How do you keep your environment healthy? Just like a car, periodic maintenance is critical to maintaining peak performance.

Please join us as Tom Kim, AXMentor Sr. Technical Architect, provides tips, tricks, and best practices to keep your Dynamics AX stable. Additionally, we will share insights on the most common issues found during our HealthCheck reviews.

In this webinar, learn about:

• Boosting performance and stability of a Dynamics AX environment
• How to analyze technical data from SQL Server, Dynamics Server (AOS), Dynamics AX database, TempDB database, and the Dynamics AX Application
• The key components for successful AX configuration management
• Proactive best practices
• And much more!

Year-End 1099 Processing in Dynamics AX on Jan 19, 2016

Year-End 1099 Processing in Dynamics AX

Date: Tue, Jan 19, 2016

Time: 9:00 AM – 10:00 AM PDT

Max Attendees: 100

Description: 1099 mailing deadline this year is February 1, 2016! Are you ready? The AXMentor Support Team will help you learn how to update, review and process your 2015 1099’s in a single webinar – including answers to common questions and issues faced by our support clients every year.

In this webinar, learn about:

  1. Update individual vendor 1099: including amounts, transactions & creation of manual transactions (new form for AX 2009 & 2012 with hotfix KB 3019585)
  2. Find duplicate taxpayer id’s (report)
  3. Review and print 1099’s
  4. Electronic filing

The User Experience in the New Microsoft Dynamics AX (AX7) on Jan 6, 2016

The User Experience in the New Microsoft Dynamics AX (AX7)

Date: Wed, Jan 6, 2016

Time: 9:00 AM – 10:00 AM PST

Max Attendees: 100

Description: Are you interested in seeing the New Microsoft Dynamics AX? In this exciting webinar, familiarize yourself with the new user experience and much more.

Agenda will include:

  1. Introduction
  2. Logging into the new Microsoft Dynamics AX
    1. Logging in
    2. Updating settings for different screen sizes
  3. Navigating in AX7
    1. Global Search
    2. Accessing the menus
    3. Introduction to workspaces
  4. Workspaces in the new Microsoft
    1. Layout of workspaces
    2. Available workspaces
  5. User options
    1. Defaulting your start page

And much more!