mn - interdyn · pdf fileschedule 3 breakout session one 4 analyze your financial truth with...

Mn

InterDyn BMI

2 14customersummit

September 30, 2014 | Radisson Blu at MOA | Bloomington

Schedule 3

Breakout Session One 4Analyze Your Financial Truth with Management Reporter Azure: Microsoft’s Cloud Platform-Where do I start?Dynamics CRM 2013: Getting Started with a Social Strategy

Breakout Session Two 5 Business Intelligence: Our favorite tools and features How-to “Office” Everywhere: A Deep Dive into Office 365What is the real difference between Microsoft Dynamics ERP Solutions?

Breakout Session Three 6Microsoft Dynamics GP: 50 Tips in 50 minutesTop 5 things to look for in an IT Managed Services Provider Dynamics CRM 2013: Integrating Business Apps

3rd Party Sponsors 7

On the Menu 8

Map & Directions 9

Additional Resources 10

Notes 11

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tABLE of coNTENTS

3www.interdynbmi.com

8:00 am Check In & Continental Breakfast - Exhibit Area Open (2nd Floor Sky Bridge)Location: Sky Bridge/Foyer

8:30 am Welcome & Keynote Address by Craig Crescas, Partner Technology Strategist MicrosoftLocation: Lakes Ballroom B

10:00 am Mid-Morning Snack Break & Exhibit Area OpenLocation: Sky Bridge/Foyer

BreakoutSessions Dynamics GP Sessions Infrastructure Sessions Other Dynamics Sessions

Location Lakes Ballroom B Lakes Ballroom C Lakes Ballroom D

Breakout 1

10:15 amAnalyze Your Financial Truth with Management Reporter

Azure: Microsoft’s Cloud Platform Where do I start?

Dynamics CRM 2013: Getting Started with a Social Strategy

11:00 am Break & Exhibit Area Open

Breakout 2

11:15 amBusiness Intelligence: Our favorite tools and features

How-to “Office” Everywhere: Deep Dive into Office 365

What is the real difference between Microsoft Dynamics ERP Solutions?

12:00 pm Lunch ServedLocation: Lakes Ballroom A

Breakout 3

1:00 pmMicrosoft Dynamics GP: 50 Tips in 50 minutes

Top 5 things to look for in an IT Managed Services Provider

Dynamics CRM 2013: Integrating Business Apps

1:50 Afternoon Snack Break & Exhibit Area OpenPlease turn in evaluations as you come into the Q & A session.

2:00 pm Panelist Session: Q & A with Industry & Product Experts at InterDyn BMILocation: Lakes Ballroom B

2:30 pm Closing & GiveawaysLocation: Lakes Ballroom B

2:45 pm Networking Event Afternoon Refreshments & Exhibit Area OpenLocation: Sky Bridge/Foyer

SCHEDule 9.30.14


Analyze Your Financial Truth with Management ReporterPresented By: Deborah “Debbie” Gernentz, Implementation Consultant

In this session learn about best practices for Management Reporter and what you can gain from using it. Get step-by-step instructions on how to create financial reports that can give you insights into your organization’s financials. Plus learn Debbie’s favorite features and helpful hints including:

• The differences between Designer and Viewer programs• Design basics• Organizing your building blocks• Publishing reports • Consolidation / multicurrency reporting

Leave with a handout of the presentation so you can use it the next time you build a report.

Azure: Microsoft’s Cloud Platform – Where do I start?Presented by Joe Falk, IT Practice Manager

57% of Fortune 500 companies are already using Azure. If you are still wondering why your business should consider cloud services or you are ready to test the waters, this session is for you. We will discuss several key features exploring why you should consider Azure cloud and where you can start using Azure cloud services.

Dynamics CRM 2013: Getting Started with a Social StrategyPresented by Jim Boyne, CRM Project Manager & Jeff Spehn, CRM Solutions Consultant

Learn how to harness the power of social technologies in your sales, service and marketing strategies. We’ll spotlight exciting new social functionality available in Dynamics CRM 2013.

DYNAMICS GP SESSION

lakes ballroom b

INFRASTRUCTURESESSION

lakes ballroom c

DYNAMICS CRM SESSION

lakes ballroom d

Breakout Session ❶ 10:15 amYour choices are:

location session description


Business Intelligence: Our favorite tools and featuresPresented by Joe Falk, IT Practice Manager

In this session, we will be showing features of Solver BI360 and Microsoft Power BI and their integration with Microsoft Excel. Join us for an open discussion about data warehouses and dashboards.

How-to “Office” EverywherePresented by Fred Limmer, IT Services ManagerLearn how Office 365 in the cloud is helping people and businesses connect and share on every “surface”. Office 365 is making it easier for you to work on the devices you use most; whenever, wherever you are. It’s the Office you know and love; and now cloud connected tools allow you to collaborate and get more done.

What is the real difference between Microsoft Dynamics ERP Solutions? Presented by Lorna Link, GP Product Manager & Ray Ahlgren, NAV Implementation Consultant

This session is your guide to comparing Microsoft Dynamics ERP Solutions. What is the real difference between Dynamics GP, AX, and NAV? How do you know what product is right for you? How do you pick the best solution? Why would you change solutions?

DYNAMICS GP SESSION

lakes ballroom b


lakes ballroom c

DYNAMICS ERP SESSION

lakes ballroom d

Breakout Session ❷ 11:15 am


Your choices are:


Breakout SeSSion ❸

Breakout Session ❸ 1:00 pMYour choices are:

Microsoft Dynamics GP: 50 Tips in 50 MinutesPresented by Lorna Link, GP Product & Resource Manager

This fast moving session will cover many tips and features for Dynamics GP users. Learn many helpful shortcuts that will make your job easier and more efficient. Plus take home a useful summary sheet so you can use and apply these cool, time-saving tricks.

Top 5 Things to look for in an IT Managed Services Provider Presented by Joe Falk, IT Practice Manager

When looking for an IT Managed Services Provider, you want someone that offers the entire suite of solutions from desktop support to backup to system security. Learn what to look for in your managed services provider so you can compare offerings and find a package that is right for your business.

Dynamics CRM 2013: Integrating Business Apps Presented by Jim Boyne, CRM Project Manager & Jeff Spehn, CRM Solutions Consultant

Learn how integrating Dynamics CRM 2013 with your existing business infrastructure can enhance collaboration and productivity. With mobile friendly platforms, CRM 2013 can enable you to better engage with your customers and colleagues through many different apps including:

• Exchange• SharePoint• Lync• Yammer

DYNAMICS GP SESSION

lakes ballroom b


lakes ballroom c

DYNAMICS CRM SESSION

lakes ballroom d



WiN A SurfACE TABLET! Thank you to all of our Sponsors! Please stop by and visit these exhibitors throughout the day to collect a signature. If you get two bingos on the bingo card, you will be eligible to win the Surface Tablet. Submit a review for InterDyn BMI on Microsoft’s Pinpoint (http://pinpoint.microsoft.com) before 2:00 pm on 9/30/14 to cover the middle space of the bingo card. We suggest doing the Pinpoint review before the event, but there will be some time to complete the review at this event.

Exhibitors are located in the in the Sky Bridge & Foyer.

InterDyn BMI is giving away a Surface!InterDyn BMI is giving away a Surface!3rD pArTY SpoNSorS

http://pinpoint.microsoft.com/en-US/partners/interdyn-bmi-4295023693


Assorted Streusel Muffins and Petite DanishOrange, Apple and V-8 JuicesLavazza Coffee and Organic Rishi Herbal Teas

Mid Morning Break | 10:00 - 10:15 aM

Lunch Buffet | 12:00 - 1:00 pM

afternoon Break | 1:50 - 2:00 pM

networking event | 2:45 - 4:00 pM

Fresh Fruit Skewers Lavazza Coffee and Organic Rishi Herbal TeasSoft Drinks and Bottled Water

Freshly Baked Desserts Lavazza Coffee and Organic Rishi Herbal TeasSoft Drinks and Bottled Water

Appetizers and beverages will be served. Sponsored by:

Baja Street tacoS

Starters: Charred Corn Pico Salad, Greens, Black Beans, Pepitas, Cilantro Vinaigrette, Tri-color Tortilla Chips, Salsa Roja

Entrees: Chipotle Chicken al CarbonAdobo Grilled Skirt SteakPablano Pesto Vegetables Fajitas

Sides: Borracho Beans and Fiesta Rice

Toppings: Soft Flour Tortillas, Guacamole, Pickled Onions, Shredded Lettuce, Crema, Pico de Gallo, Queso Fresco

Dessert: Mango Coconut Pavé

continentaL BreakfaSt | 8:00 - 8:30 aM

oN THE MENu


Mall ofAmerica

Radisson Blu

Killebrew Dr.

Lindau Ln.

24th Ave. N

American Blvd. E

Cedar Ave.

Old Cedar Ave. South

77

77

494 494

N

parking

Radisson Blu

Radisson Blu2100 Killebrew Dr.Bloomington, MN 55425

Phone: 1 (952) 881-5258

Directions from East or West: Take I-494 to MN 77 South. Follow signs for Killebrew Drive.

Directions from the North or SouthTake I-35W to I-494W and then to MN 77 South. Follow signs for Killebrew Drive.

Floor MapUpon check-in you will receive a parking voucher for the Radisson Blu

*Valet Parking costs extra

A

The Lakes BallroomB

2nd Floor

Hotel Lobby (First Floor)

Hotel Entrance

Check-in

2nd Floor MOA Entrance

FireLake Cocktail Bar

Sky Bridge ( 2nd Floor)Foyer

C D

map & Directions


ADDiTioNAL rESourCES

www.interdynbmi.com Our website is packed full of helpful resources like events, contact information and training calendars. You can also view our Dynamics blogs and sign up for RSS feeds at: www.interdynbmi.com.

Account ManagersAs part of your relationship with InterDyn BMI, each client is assigned an Account Manager that is here for you as a non-billable resource to help provide the highest possible return on your technology investment and can help recommend third-party software, services, or answer any questions about licensing and renewals.

Support Call CenterHelp Desk Support Hours: Monday-Friday 7:00 AM to 7:00 PM Central Time

Toll Free: 1 (866) 264-3249Support Line: (651) 746-1746 Email: [email protected] Live Support: www.interdynbmi.com

Learning CentersWe offer training classes at both our Minnesota and Texas locations. These classes are offered to increase our customers’ knowledge of their purchased solution and also give the opportunity to speak one-on-one with experienced consultants. To view the most recent training schedule and register for classes visit: interdynbmi.com/events/training.

EventsInterDyn BMI has many events that we encourage our customers to attend. These events provide a way to better educate you on the solutions we provide as well as a way to get the best use out of the solution you have purchased. Events include: webinars, Dine & Discover, Annual Customer Summit and Convergence. Bookmark our events page at: interdynbmi.com/events.

NewslettersSign up for our newsletter or our various e-mail subscriptions like: training e-mails, upcoming webinars, new offers and promotions.interdynbmi.com/news/register-our-newsletter

Microsoft’s CustomerSource CustomerSource provides many opportunities for supporting your system, participating in the Microsoft Business Solutions community and interacting with other customers and Microsoft Business Solutions team members. You receive 24-hour access to CustomerSource with your Enhancement Program enrollment. To log on to CustomerSource visit: microsoft.com/dynamics/customer.

ERP Software BlogInterDyn BMI is a contributor to the ERP Software Blog. This website offers a variety of ERP related information and resources to help keep customers up to date on ERP products.Visit: erpsoftwareblog.com

Let’s Talk Blogs: As a service to our customers, we have a blog dedicated to each Dynamics solution we offer. These blogs are written by InterDyn BMI’s product experts and designed as a tool to assist with customers’ product needs, tips & tricks and other useful information for the end user. LetsTalkGP.com LetsTalkCRM.comLetsTalkNAV.com LetsTalkAX.com

Third-Party ISVs InterDyn BMI partners with many vendors providing you a bridge between your solution and ISV’s who are recognized by Microsoft as leading solution providers in their respective industries. For a list of these vendors visit: interdynbmi.com/partnerships.

Social MediaFriend us on Facebook and follow us on LinkedIn & Twitter for our latest and greatest updates.facebook.com/InterDynBMItwitter.com/InterDynBMIlinkedin.com/company/InterDynBMI

FeedbackQuestions or Concerns: [email protected]


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