GP Partner Connections 2010 Sessions New Session Title Session Description # sort This session will discuss a list of underutilized features & modules that many consultants know about but rarely implement or even see Underutilized GP Skills all 1 in the field. Come discuss your success stories with a module you Consultants should know don’t work with that often or your puzzlement with the lack of usage/knowledge of a particular tool or module. The Microsoft Dynamics performance management strategy, is to incorporate financial reporting, planning and analysis functionality into a single product line and Management Reporter for Microsoft 2 Management Reporter Dynamics is both the FRx replacement product and the first step for Microsoft in achieving this vision. It is essential for all Consultants to fully understand this concept and related timelines. This Roundtable will study a how to attain Ultimate Efficiency and Effectiveness with Least Amount of Effort. How do consultants meet Consulting: Ultimate Efficiency revenue goals and customer satisfaction and still have a life? 3 and Effectiveness - An Executive Roundtable This session is a must for any high intensity consultant in the marketplace today Ever wonder what development tool might be best to tackle a customization for a client? Should I use Dexterity, VBA, .NET, or Everything an App Consultant something else? In this session, we'll describe the general strengths needs to know about of using one development platform over another depending on the 4 Development Tools (But was type of customization you wish to achieve. This session will be afraid to ask) geared for consultants, not developers, so you need not be a hard- core programmer to gain value from this presentation. We will cover a few real-world customization scenarios and discuss which tools This workshop will feature the most popular BI/Reporting tools in use with GP today. Experts will provide a brief deep-dive into: Navigation Business Intelligence/Reporting Lists, Excel Reports, Data Connectors, Excel Builder, Smartlists, 5 Workshop – Part I Smartlist Builder, Drill Down Builder, and SQL Report Builder. Emphasis will be put on what is used in GP10 and take a look at what’s new in GP 2010 This Roundtable discussion will be a constructive session to gather input from the participants to list areas of missing funcitonality or overall strategy for Dynamics GP. The group will collaborate with Executive Roundtable: How do Microsoft participants to determine the best means of submission and we best work with Microsoft to influence into the development cycle. : How do we best work with 6 influence missing MS about and/or work around missing functionality/strategy? functionality/strategy in Dynamics GP? It is important to note that this session will be methodical and constructive and shouldn't mistaken for an opportunity to simply air frustrations. It is also worth noting that this session does not guarantee submitted ideas will make it into the GP product. Participants in this session will share their experiences in integrating Dynamics CRM Integration - Dynamics CRM to GP. Topics will include various methods of 7 Roundtable integration including the GP to CRM Connector published by Microsoft, Smart Connector by eOne, and other methods. Subsequent to the workshop on these topics, this Roundtable Business Intelligence/Reporting Discussion will allow the group to offer Best Practices in BI/Reporting 8 Best Practices Roundtable – tools such as: Navigation Lists, Excel Reports, Data Connectors, Part I Excel Builder, Smartlists, Smartlist Builder, Drill Down Builder and SQL Report Builder. There a growing number of solid ISV products for GP from reputable vendors in the market today. Based on a company's business requirements some will be more approripate than others in a given GP environment. In this ISV Briefing session, we have assembled 9 ISV Roundup key market leaders to highlight the most important factors to consider in making educated decisions for bringing in solutions to augment GP for your client. Attendees of this session will discuss the best practices surrounding Security - Best Practices the security model in Dynamics GP 2010 and what key changes 10 Roundtable must you know from previous versions? Establish what the most important factors around security for best advising your customers? Similar to the BI/Reporting Workshop Part I, this session will feature Business Intelligence/Reporting 11 key aspects including: Analysis Cubes, Word Reports including the Workshop – Part II new email functionality. Consultants must meet customers’ base expectations in order to Moving the Customer from keep their business, but just satisfying them is no longer enough. 12 Satisfied to Evangelize - A Participants in this knowledge sharing session will learn how Roundtable Discussion differentiation and customer loyalty will occur when a Consultant anticipates unrecognized needs, takes small steps with big results, and transforms the traditional customer relationship. This Roundtable session will cover best practices surrounding SQL Server 2008 and SQL Server 2008 R2 configuration. Attendees will share with each other their experiences around key topics with SQL Server 2008 and SQL Server 2008 R2 Configuration including: o Using Upgrade Advisor to Prepare for Upgrades o Migrating to SQL Server 2008 or SQL Server 2008 R2 Configuring SQL Server 2008 13 o Upgrading to SQL Server 2008 or SQL Server 2008 R2 or SQL Server 2008 R2 o Managing Services o Changing the Accounts Used by the Services o SQL Server Reporting Services Configuration. o SQL Server Integration Services Configuration. o 64-bit OS and Dynamics GP Configuration. How can you successfully deploy Business Portal? What are some best practices when implementing Business Portal? What are some successful implementations that drive utilization in organizations? Business Portal - Best This roundtable discussion will discuss some of the more successful 14 Practices Roundtable implementation practices that organizations have discovered as well as to discuss some ways to drive user acceptance and BP utilization in firms. We will also discuss some of the new features launched with Business Portal for Dynamics GP 2010. Business Intelligence/Reporting Subsequent to the workshop II, this Roundtable Discussion will allow 15 Best Practices Roundtable – the group to offer Best Practices in BI/Reporting in the areas of: Part II Analysis Cubes, Word Reports including the new email functionality. Curious about Sure Step? Are you making the most of the templates in both the sales and implementation process? Then Sure Step 101 is the place for you! Learn about the key features and benefits of Sure Step 2010 as we review the optimal process flow through a customer engagement. Specific content and templates that can 16 Surestep Methodology 101 enhance your level of professionalism and bring you greater effectiveness will be reviewed. This is Part one of a three part session around Surestep Project Methodology. This session will dig into the Extender tool and expose some of the key tips and tricks used by attendees of this Roundtable. Here’s a few sample items that will be discussed in this session: - Extender concepts – how it all hangs together - When to use form, detail form or window 17 Extender Roundtable - Obscure field types, folders, fields, calculated fields, linked lookups and field masking - Using Extender to lookup custom data in SQL database - Extender data. Find it and write reports on Extender data - What Extender does NOT do - How to approach Extender projects - When to write code, when to configure with Extender How can an organization utilize Workflow? What are some of the new workflows that are available in Dynamics GP 2010? What has Workflow for Microsoft the demand been for Workflow in the marketplace? In the Workflow 22 Dynamics GP Best Practices roundtable discussion, we will discuss the best practices relating to Roundtable implementation and user acceptance of Workflow in a corporate environment. As well, we will be discussing the new features that Microsoft Dynamics GP has added to Workflow. This workshop will focus on SRS essentials. Attendees will hear from experts in SRS how to get started, where to get the best training and experience, and, most importantly, real life stories of how to best leverage SRS in your clients' environment, including how to: • Identify the benefits of using SQL Server Reporting Services together with Microsoft Dynamics GP. • Install the SQL Server Reporting Services Wizard. • List available reports, models, and data sources. • Demonstrate how to deploy data connections and reports, and make reports available in Microsoft Dynamics GP. • Make reports available on the My Reports list. 19 SSRS: Basic - Workshop • Explain the components of SQL Server Reporting Services. • Explain data regions available on reports and how they can be used. • Determine the needs for a report. • Identify main tables, sorting and restricting requirements. • Identify table relationships to assist in creating SQL statements or stored procedures. • Describe global collections that can be used on a report. • Create a report, data source, and data set. • Enhance a report by making modifications to the layout. • Show how to modify properties of items on a report. Interested in new features and the future of Sure Step? Unsure of how to begin the adoption process? This session builds on Sure Step 101 as we continue to review the use of tools and templates. Join us as we dive into the topic of certification and how to drive adoption in your own organization using online tools and Sure Step 20 Surestep Methodology 102 documents. A sneak preview of upcoming enhancements and a view of the product roadmap will also be included. This is Part two of a three part session around Surestep Project Methodology. Wishing you could write great reports that are flexible and easy to maintain? Have you ever wanted to updated some data from "the T-SQL: Basic and Advanced back end" but didn't know how? In this workshop, we'll discuss how 21 to use SQL Syntax, T-SQL (Transact-SQL) to examine and modify Workshop data in your Dynamics GP system. We'll briefly cover discovery tools to determine where the data in Dynamics GP shows up in the database, then spend some time learning how SELECT, UPDATE, and INSERT work. We will then explain how JOINs allow you to With the release of SharePoint 2010 earlier this year, there have been a lot of changes to the functionality of the product. There are Sharepoint Workshop new features, lots of enhancements, as well as some ease of use 18 (What's New in Sharepoint areas that have been refined. Join us as we present the new 2010) features included in Microsoft SharePoint Server 2010 and Microsoft SharePoint Foundation 2010. This workshop will focus on advanced SRS skills. Veteran SRS experts have compiled the most compelling SRS skills needed to be successful in the marketplace and will be sharing it with attendees. Topics include • Describe and use parameters. • How to use one report for multiple companies. • How conditionally, based on selected parameters to display columns, data. • Publish reports with Report Designer and view them in Report Manager. 23 SSRS: Advanced - Workshop • Describe subscriptions and when to use them. • Describe and create a report model. • Use Report Builder to work with entities and folders, group, sort, and filter data, and view and publish a report. • Create a matrix (cross tab) report. • Report Server Administration • How to use ReportViewer control. • How to execute SRS reports from Dynamics GP and pass GP parameters to the Report. Share your experiences, and learn from other partners by participating in this roundtable discussion. Topics will include motivation during the methodology adoption process, incorporating Sure Step in your sales cycle, and using an implementation Sure Step Roundtable: methodology to support your organization. Come prepared to share 24 Implementation Methodology and respond to the wealth of experiences in the room! The session Best Practices will close with a discussion on the usability and functionality of the Sure Step tool. Share your experience and perspectives with us! This is Part three of a three part session around Surestep Project Methodology. This workshop will look at the Support Debugging Tool available from Microsoft for Dynamics GP. The tool is full of great features designed 25 Support Debugging Tool for GP to make supporting Dynamics GP easier for partners and customers. We will explore all the major features along a with a look at usage scenarios. With SharePoint becoming a key player in the BI stack and with Microsoft Dynamics GP utilizing this technology more and more, SharePoint is quickly becoming a key player in the BI stack. What SharePoint Best Practices are your experiences with this fast-growing product? What have you 26 Roundtable seen for demand surrounding SharePoint with your GP clients? Join us as we discuss SharePoint implementation best practices, and discuss some of the new features that Microsoft has added for the 2010 release. Attendees of this session will discuss the best ways to leverage SRS in their client's environment. Topics will include: • Reporting Services architecture SSRS - Best Practices • Report Data Performance Considerations 27 Roundtable • Migration Best practices - Upgrade options • New Features in SQL Server Reporting Services 2005/2008. • CLR Integration • Security Software as a Service is in the headlines every day. It is a key part of Microsoft's strategy, yet remains mostly unchartered. Partners will be 28 SaaS impacted hugely, especially on how VARs and ISVs do business together. This roundtable will address the key areas to be aware of and to ready yourself for, for both VARs and ISVs. Tracks: AC=Application Consultants PM=Project managers/Executive TC=Technical Consultants BI=Business Intelligence Format Track Leader Break Out Slot Day Time Duration 3:30pm - Roundtable AC Bob McAdam 1 Saturday 60 mins 4:30pm April Olson Derek Krebs 3:30pm - Roundtable BI 1 Saturday 60 mins Noah Moseley 4:30pm 3:30pm - Roundtable PM Sandy Wyman 1 Saturday 60 mins 4:30pm 5:00pm - Roundtable AC Mark Rockwell 2 Saturday 60 mins 6:00pm 5:00pm - Workshop BI David Eichner 2 Saturday 60 mins 6:00pm 5:00pm - Roundtable PM Jesse Byam 2 Saturday 60 mins 6:00pm Tim Estenson - 5:00pm - Roundtable TC Microsoft 2 Saturday 60 mins 6:00pm Jeff Hensel - Microsoft 1:30pm - Roundtable BI David Eichner 3 Sunday 60 mins 2:30pm 1:30pm - Workshop AC Jesse Byam 3 Sunday 60 mins 2:30pm 3:00pm - Roundtable AC Jenn Schoemer 4 Sunday 60 mins 4:00pm 3:00pm - Workshop BI Mark Polino 4 Sunday 60 mins 4:00pm 3:00pm - Roundtable PM Sandy Wyman 4 Sunday 60 mins 4:00pm 3:00pm - Workshop TC Joe Tews 4 Sunday 60 mins 4:00pm 4:30pm - Roundtable AC Joe Tews 5 Sunday 60 mins 5:30pm 4:30pm - Roundtable BI Mark Polino 5 Sunday 60 mins 5:30pm Christina Phillips/Lori 4:30pm - Workshop PM 5 Sunday 60 mins Thalman 5:30pm 4:30pm - Roundtable TC David Eichner 5 Sunday 60 mins 5:30pm 8:30am - Roundtable AC Joe Tews 6 Monday 60 mins 9:30am 8:30am - Workshop BI John Dadian 6 Monday 60 mins 9:30am Christina Phillips/Lori 8:30am - Workshop PM 6 Monday 60 mins Thalman 9:30am 8:30am - Workshop TC Mark Rockwell 6 Monday 60 mins 9:30am 9:45am - Workshop AC Joe Tews 7 Monday 60 mins 10:45am 9:45am - Workshop BI John Dadian 7 Monday 60 mins 10:45am Christina Phillips/Lori 9:45am - Roundtable PM 7 Monday 60 mins Thalman 10:45am 9:45am - Workshop TC Mark Polino 7 Monday 60 mins 10:45am 11:00am - Roundtable AC Joe Tews 8 Monday 60 mins 12:00pm 11:00am - Roundtable BI John Dadian 8 Monday 60 mins 12:00pm 11:00am - Roundtable TC Mark Rockwell 8 Monday 60 mins 12:00pm TRACK Application Technical Break Out Slot Day Time Consultant Consultant PM/Exec BI Underutilized Consulting: Ultimate Efficiency GP Skills all Management and Effectiveness - An Executive Consultants Reporter Roundtable 1 Saturday 3:30pm - 4:30pm should know Krebs McAdam Wyman Moseley Olson Executive Roundtable: Everything an How do we best App Consultant work with Business needs to know Dynamics CRM Microsoft to Intelligence/Repo about Integration - influence rting Workshop – 2 Saturday 5:00pm - 6:00pm Development Roundtable missing Part I Tools (But was functionality/str afraid to ask) ategy in Dynamics GP? Estenson Rockwell Byam Eichner Hensel Business Intelligence/Repo rting Best ISV Roundup 3 Sunday 1:30pm - 2:30pm Practices Roundtable – Part I Byam Eichner Moving the Configuring Customer from Business Security - Best SQL Server Satisfied to Intelligence/Repo Practices 2008 and 4 Sunday 3:00pm - 4:00pm Evangelize - A rting Workshop – Roundtable SQLServer 2008 Roundtable Part II R2 Discussion Schoemer Tews Wyman Polino Business Intelligence/Repo Business Portal Surestep Extender rting Best Best Practices Methodology Roundtable Practices 5 Sunday 4:30pm - 5:30pm Roundtable 101 Roundtable – Part II Phillips Tews Eichner Polino Thalman Workflow for Dynamics T-SQL: Basic Surestep SSRS: Basic - GP 2010 and Advanced Methodology Workshop 6 Monday 8:30am - 9:30am Best Practices Workshop 102 Roundtable Phillips Tews Rockwell Dadian Thalman Sure Step Support Roundtable: Sharepoint SSRS: Advanced - Debugging Tool Implementation Workshop Workshop 7 Monday 9:45am - 10:45am for GP Methodology Best Practices Phillips Tews Polino Dadian Thalman Sharepoint SSRS - Best Best Practices SaaS Practices 8 Monday 11:00am - 12:00pm Roundable Roundtable Tews Rockwell Dadian GP Partner Connections Conference Agenda Saturday, October 23 Conference Opening General Session 02:00 pm - 03:30 pm Workshops and Training – Session #1 03:30 pm - 04:30 pm Break 04:30 pm - 05:00 pm Workshops and Training – Session #2 05:00 pm - 06:00 pm Welcome Reception 07:00 pm – 10:00pm Sunday, October 24 Networking Lunch 12:00 pm – 01:30 pm Workshops and Training – Session #3 01:30 pm - 02:30 pm Break 02:30 pm - 03:00 pm Workshops and Training – Session #4 03:00 pm - 04:00 pm Break 04:00 pm - 04:30 pm Workshops and Training – Session #5 04:30 pm - 05:30 pm After Hours Networking 06:30 pm - 09:30 pm Monday, October 25 Networking Breakfast 07:30 am - 08:30 am Workshops and Training – Session #6 08:30 am - 09:30 am Break 09:30 am - 09:45 am Workshops and Training – Session #7 09:45 am - 10:45 am Break 10:45 am - 11:00 am Workshops and Training – Session #8 11:00 am - 12:00 pm Closing General Session & Lunch 12:00 pm - 01:00 pm Optional GP Training Courses* 01:00 pm - 05:00 pm GPPC Planning Session (all invited)** 01:30 pm – 02:00 pm * Optional GP Training Courses are half day Instructor led full curriculum courses. There are extra course fees associated with ** The GPPC Planning session is open to anyone. The agenda for this meeting will include designing the content for the upcom ra course fees associated with these. Please email Mark.Rhodes@DynamicCommunities.com for more information. gning the content for the upcoming year.
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