DAY 1
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Solutions for AP Automation, Document Management, and Marketing Automation
Aired on Thursday, February 15, 2024
Automate AP in 2024 and Boost Your WennSoft Capabilities
Streamline your business processes, improve efficiencies, and reduce costs in accounts payable ASAP! Attend this session to learn how DocLink extends Wennsoft’s Job Cost and Equipment Manager modules, helping to automate manual AP and job costing processes. DocLink’s tight integration with WennSoft allows users to access and process electronic documents seamlessly from their WennSoft screens for greater productivity.
Join us to hear how several WennSoft-DocLink users have achieved success by going paperless and touchless in AP.
Aired on Thursday, February 15, 10:00 am
Looking for more details? Contact your CSM
Automating Accounts Payable and More with AI-Enabled AP Automation from MetaViewer
In this presentation we'll explore how an artificial intelligence (AI) enabled AP Automation solution can benefit businesses’ accounts payable operations. By providing intelligent functionality like Data Extraction, Touchless Invoice Processing, and Consistent Workflows, companies can reap many benefits. Our automation expert Doug Bertram will demonstrate how MetaViewer:
Is tightly integrated with your Job and Service Costs
Eliminates manual data entry
Streamlines approval workflow
Reduces costs
And more!
Aired on Thursday, February 15 at 11:00 am
Looking for more details? Contact your CSM
The Most Powerful Duo: Yooz and MS Dynamics GP
See how Yooz AP automation and MS Dynamics GP integrate for the ultimate tool in your AP management.
AP Automation expert Liz Hysell will take you through the Yooz system and demonstrate how the ultimate pairing with your MS Dynamics GP solution brings you even more value. Have data effortlessly flow between Dynamics GP and the most advanced purchase-to-payment (P2P) automation solution on the market.
Customer-backed, Yooz AP automation streamlines invoice and payment approval processes and brings maximum efficiency to your organization. Seamlessly integrating with MS Dynamics GP, Yooz is ready to work for you
Aired on Thursday, February 15 at 12:00 pm
Looking for more details? Contact your CSM
Marketing Automation with ClickDimensions
Join us for an overview of the ClickDimensions Marketing Automation platform for Dynamics 365/Power Platform. We’ll talk through the many great features of a native marketing solution and learn some marketing tips and tricks along the way.
Aired on Thursday, February 15 at 2:00 pm
Looking for more details? Contact your CSM
DAY 2
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Solutions for Inventory Management, Distribution, and Tax Automation
Aired on Thursday, February 22, 2024
Maximize Inventory Health with Netstock & MS Dynamics GP
The health of your inventory significantly influences business processes and, ultimately, your financial outcomes. The exciting news is that we’ve found an ideal inventory solution to strengthen your business and ensure its optimal performance—Netstock.
Join us for a 30-minute webinar where inventory specialist Warren Owen will demonstrate how Netstock seamlessly integrates with MS Dynamics GP and will help your business to:
Free up working capital tied up in excess stock
Maintain customer service levels by minimizing stock-outs
Save time on planning, forecasting and ordering
Adapt planning to changes in supply and demand
Register today and take a proactive step in nurturing the well-being of your inventory with Netstock.
Aired on Thursday, February 22, 10:00 am
Looking for more details? Contact your CSM
Cavallo’s WennSoft Connector - Bring WennSoft’s Job Cost and Service Management Data Together in SalesPad by Cavallo
The Cavallo WennSoft Integration brings WennSoft’s Job Cost and Service Management data together in SalesPad by Cavallo® to simplify your sales process so you can focus on more critical tasks. Stop manually updating your orders. Data about jobs and service calls are included automatically, increasing visibility across your operation.
In this webinar, you will learn -
How you can easily manage the sales process for your jobs and service calls from SalesPad
How to quickly find job and service call information without leaving the context of your sales documents
How to simplify sales and customer service by consolidating data where it’s needed
How to manage inventory related to jobs and service calls
Aired on Thursday, February 22, 11:00 am
Looking for more details? Contact your CSM
Taking Control of Your Inventory, Tools & Equipment
Join us for a tour of the PanatrackerST Tool and Equipment tracking solution. We will demonstrate key features such as check-out/check-in, maintenance, moves and transfers. PanatrackerST delivers visibility to the ‘who-what-where’ for your tool, equipment, asset, and inventory tracking. The PanatrackerGP Solution, which offers an integrated solution for barcoding alongside Dynamics GP and WennSoft, will also be reviewed.
We invite you to bring us your tracking challenges.
Aired on Thursday, February 22, 12:00 pm
Looking for more details? Contact your CSM
Navigating Sales Tax Compliance with Ease: A WennSoft GP User's Guide
Join us for a 30-minute webinar where we dive into the dynamic Sales Tax landscape tailored specifically for WennSoft GP Users. Discover efficient sales tax compliance solutions designed to streamline your processes. We'll explore how your business can stay ahead of the curve and ensure compliance effortlessly with Avalara tax compliance solutions and WennSoft.
Aired on Thursday, February 22, 2:00 pm
Looking for more details? Contact your CSM
DAY 3
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Solutions to Enhance Financial and Operational Reporting, Electronic Document Distribution, and Consolidation Accounting
Aired on Thursday, February 29, 2024
SmartLists 3.0 - How Popdock Delivers Access to Your Dynamics GP Data and Beyond
Explore the future of data management with Popdock, the cutting-edge successor to SmartLists. In this session, discover how Popdock revolutionizes data retrieval and analysis, going beyond the limitations of traditional SmartLists. These aren't "your father's SmartLists" - experience a new era of efficiency and capabilities for end users to perform ad-hoc queries of their data. Popdock empowers users to seamlessly connect, visualize, and even manipulate data from various sources in real-time. Unleash the power of customization and dynamic reporting, making data-driven decisions faster and more accurate than ever. Join us to delve into the capabilities that redefine SmartList functionality and propel your data management both now and into the future.
Aired on Thursday, February 29, 10:00 am
Looking for more details? Contact your CSM
Automated Business Form and Report Distribution with Liaison Messenger EDD
Liaison Messenger EDD
Using your existing Wennsoft & Dynamics GP reports and existing print procedures, Messenger EDD allows you to create unique scripts for your business forms and report distribution allowing for automated batch emailing, built-in archiving, and distribution to customers, vendors, internal employees, warehouses, etc. all based on the data being processed and the pre-determined rules you create upon initial setup.
A key feature of Liaison Messenger EDD is its ability to attach supporting documents to outbound and archived documents. For example:
Attach WennSoft call summary report to invoices in one PDF
Attached invoices listed on statement to the statement in one PDF
Aired on Thursday, February 29, 11:00 am
Looking for more details? Contact your CSM
Improve Your Accounts Receivable Process for Microsoft Dynamics
Are you spending too much time and effort collecting payments from your customers? Join Nodus in discovering how you can…
Simplify the collection process for both you and your customers
Securely process payments, directly from Microsoft Dynamics
Provide your customers the convenience of self-service payment options
And more!
Aired on Thursday, February 29, 12:00 pm
Looking for more details? Contact your CSM
Replace Management Reporter with ActivReporter
Have you ever wished you could make your GP financial reports in Excel? So did we, so we created ActivReporter! ActivReporter provides a special set of functions in Excel that allow you to produce Dynamics GP financials directly in Excel. If you've already invested time in your Management Reporter row definitions, you can import them to use in your ActivReporter reports. And ActivReporter is more than just financial reporting! It includes swift SmartList-like views for your chart of accounts, journal entries, and journal entry details that make GL research a breeze. Join our webinar to learn how to get started with financial reporting in ActivReporter.
Aired on Thursday, February 29, 3:00 pm
Looking for more details? Contact your CSM
DAY 4
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Solutions to Enhance Your Service and Project Operations, and Customer Experience
Aired on Thursday, March 7, 2024
Streamlining Your Service Call and Maintenance Contract Quoting Process
In today’s competitive HVAC and mechanical service industries, customers want immediate service and transparency. In this webinar, learn how WennSoft users are leveraging Quadra, a fully integrated quoting solution, to streamline their sales process and get detailed quotes in the hands of customers more quickly and accurately.
Using Quadra’s mobile Service Call Quoting and Equipment Surveying application integrated with WennSoft MobileTech, estimators and technicians can quickly communicate equipment and repair details, create quotes from the field or the office, and obtain customer approval on the spot. Taking the customer relationship one step further, Quadra’s integrated Maintenance Contract Quoting solution allows estimators to build customized maintenance service contracts according to customer requirements and budget, leveraging a pre-defined equipment and tasking library. Once the maintenance requirements are selected, a formal proposal is instantly generated for customer review and approval. Finally, with the push of a single button in Quadra, the maintenance contract and associated tasks are instantly created in WennSoft Signature.
No more duplicate data entry.
No more complex spreadsheets.
No more errors and pricing inconsistencies.
Join us to see how Quadra compliments WennSoft to save valuable time and money while differentiating your company from the competition.
Aired on Thursday, March 7, 10:00 am
Looking for more details? Contact your CSM
Elevating Your Field Service Value with XOi
Service leaders are combining field data with AI and machine learning tools to increase revenue, improve customer service, and accelerate innovation. Join this session to hear how WennSoft customers can utilize the XOi integration to collect equipment insights, improve training strategies, and empower technicians of all experience levels.
Aired on Thursday, March 7, 11:30 am
Looking for more details? Contact your CSM
Create a WennSoft Portal Using Office 365 SharePoint
Discover how Office 365 SharePoint and DynamicPoint can be used to provide your customers, vendors, or employees a WennSoft integrated portal.
In this session, we will cover:
DynamicPoint’s Portal that offers 24-7 access to service management, job cost, and equipment management all from within Office 365 SharePoint
Increasing efficiency of customer service and field service departments, while saving money, by enabling clients and partners to access their own data online or through a mobile app
Enabling the creation of service calls, generation of call summary reports and payment of invoices
Leveraging your existing investment, including the use of Office 365 and MobileTech, while promoting a work-from-anywhere environment
Introducing the use of Power Automate workflows to automate entire business processes right from your SharePoint portal
All levels of Office 365 experienced users are welcome. We will begin with an introduction of these concepts for those who are new to Office 365 technologies while diving into more details for avid users.
Aired on Thursday, March 7, 12:00 pm
Looking for more details? Contact your CSM
Extend your Value of GP and WennSoft with wsTools
wsTools has so many features to help Dynamics GP and WennSoft users do their work more efficiently. In this 30-minute presentation, we will cover what wsTools are available to you and how to get your hands on them. See you there!
Aired on Thursday, March 7, 2:00 pm
Looking for more details? Contact your CSM
Safe Fleet = Efficient Business
Learn how efficient businesses maximize safety in their fleets. Harness the power of GPS, AI safety cameras, vehicle diagnostics, and driver rewards with fleet tracking.
The new Signature Telematics, powered by Azuga, is integrated into Signature Schedule to show vehicle locations in near real-time.
Aired on Thursday, March 7, 3:00 pm
Looking for more details? Contact your CSM
DAY 5
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Solutions to Enhance Payroll and Cloud Hosting
Aired on Thursday, March 14, 2024
You CAN have it all! Keep your Dynamics GP and be in the CLOUD!
Have you been told that moving to the cloud means leaving Dynamics GP behind? We will bust that myth and show you several options for taking the Dynamics GP system that you know and love to the cloud without disrupting your business or losing your data. If you have anxiety about what a move to the cloud might mean for your accounting team, this is the session for you!
Aired on Thursday, March 14, 11:00 am CST
Looking for more details? Contact your CSM
Shift to the Cloud with Enavate
When you decide to shift to the Cloud, picking the right partner can make all the difference between stalling out early or reaching new heights. Enavate understands the intricate requirements of Microsoft and Wennsoft applications systems and can provide tailored solutions for Microsoft Dynamics ERP, Signature and BOB. Our expertise ensures a seamless transition to the Cloud, enabling you to leverage the scalability, cost savings, security, accessibility, and collaboration benefits that our Enavate Cloud, powered by Microsoft Azure, offers. Trust us to handle the hosting of your applications, allowing you to focus on your core business activities while we take care of the technical aspects and provide you with a reliable and efficient Cloud infrastructure.
Aired on Thursday, March 14, 3:00 pm CST
Looking for more details? Contact your CSM