What attendees are saying about the Summit Roadshow:
<div>"The level of interactivity and knowledge of the presenters was fantastic. It helped that each of the sessions were deeper dives into areas that we are already somewhat interested in."&nbsp;</div>
<div>Suf Hayes, Corporate Business Development Manager, Stein Industries, Inc.&nbsp;</div>
<div>&nbsp;</div>
<div>"I didn't know what to expect from a free day like this. I ended up finding it super beneficial and nicely put on. The speakers were knowledgeable, and the sessions had relevant content for users."&nbsp;</div>
<div>Ashley Thole, Business Analyst, Life-Science Innovations&nbsp;</div>


What you can expect:
Summit NA is awesome, but it only happens once a year in October, so we are taking this “for user, by user” experience on the road to pack in a day of sessions organized by user group – Business Central, Finance &amp; Operations, GP &amp; CE/CRM, Power Platform — that will deliver a skinny version of the tips, tricks, and tutorials we all go to Summit for.
It’s&nbsp;NOT&nbsp;your average local user group meeting, and it’s&nbsp;FREE&nbsp;for all users to attend, a&nbsp;single day&nbsp;to go deep on:
<ul><li>Innovation: Learn what is new &amp; upcoming per Business App</li><li>Education: For user, by user experts leading each session per product</li><li>Training: Tips, tricks, how-to and tutorials you can put in action</li><li>Community: Meet other users, build connections &amp; share ideas</li><li>Solutions: Connect with leading Summit NA sponsors joining us</li></ul>

The Seattle Summit NA Roadshow is sponsored by Executive Automats, FloQast, and Solver/Binary Stream.

Summit NA Roadshow - Houston

GP, 750/10D02

Join our live demo of Yooz, the most powerful and user-friendly Accounts Payable (AP) automation platform. Discover how Yooz streamlines your entire purchase-to-pay (P2P) process and seamlessly integrates with Microsoft Dynamics GP to save time and give greater control over your financial processes. 

Our AP automation expert will showcase how Yooz's purpose-built GP connector offers enhanced visibility and automatic data syncing, delivering a smoother, more efficient AP experience. Don’t miss this chance to see how Yooz can transform your AP operations. 

Now Seamlessly Connected: Microsoft GP + Yooz

Revenue and Expense Deferrals in Dynamics GP.  How can a Deferral module help you?

•	Do you have Revenue Recognition requirements? Get out of Excel and process your revenue recognition schedules within the system. 
•	We'll talk about ASC606 compliance. 
•	We'll discuss the options for complex revenue recognition.
•	Automate repeatable processes and reduce the number of manual journal entries.

Money Talks

Transitioning from Dynamics GP to Business Central involves navigating various challenges and opportunities. Join us for an insightful session where we'll explore the dos and don'ts of this transition process. From best practices to common pitfalls, this session will provide valuable insights to ensure a smooth and successful migration journey.

GP to BC Transition: Dos & Don'ts

YOU WILL LEARN - In the session, learn how to add functionality to SSRS forms and reports WITHOUT writing code
1.	Add popups or images based on customer criteria (example: add “You are Past Due” to an invoice).
2.	Add links to other forms or windows (example: add a "PAY NOW" image to an invoice form that will, by clicking, will launch an ACH or Credit Card form allowing a customer to submit a payment on the spot).
3.	Build templates - pull from multiple data sources (example: simultaneously combine data from multiple applications such as Wennsoft that will automatically change based on the specific customer or invoice data or invoice type or collection terms).
4.	Track emails sent - build an SSRS form(s) that pull data from your Mail Server that will date, time and user track successes or failures in sending emails that include SSRS form attachments.
Bonus
5.	Batch Emailing – send email batches with SSRS attachments using Email Templates where the (1) Subject Line, *(2) Message, (3) signature and (4) Invoice # auto change based on the customer.
6.	Add & Track Customer Notes & Activities – See how notes and activities can be added to a customer record or invoice so that collection or CRM history can be kept for every customer.
7.	Attachments to AR/AP Inquiries -see the ability to ADD an attachment to an AR and AP invoice and/or payment view within the application. 
8.	PrismView™ – sneak preview of the tool that make Excel Exports or SmartLists obsolete.


Turning SSRS into a Revenue Tool

This time of year, many companies are preparing for the year end closing processes. Attend this session to learn the best practices for preparing and closing Dynamics GP's sub-ledger and ledger.  
•	Inventory
•	Receivables Management
•	Payables Management
•	Fixed Assets
•	General Ledger
•	Payroll
