WELCOME TO YOUR COMMUNITY Iowa Des Moines CHAPTER

WELCOME TO YOUR COMMUNITY Iowa – Des Moines CHAPTER MEETING May 15, 2019

• Welcome & Introductions TODAY’S AGENDA • GPUG News & Events • Member showcase – Bright. Wise by Corey Skadburg & Joni Welling • Pivot Tables by Carmen Powers from RSM • Lunch • Closing Questions/Networking

INTRODUCTIONS • Name • Company & Role • Did you attend a UG conference or event this past year? • What do you hope to gain from today’s meeting? • What’s the weirdest thing you’ve ever eaten?

SHARE YOUR IDEAS! Microsoft wants to hear from you on how to improve Dynamics! ideas. dynamics. com

User Group World Tour South Africa | 12 -13 June DYNAMIC COMMUNITIES EVENT CALENDAR Power Platform World Tour Washington DC | April 1 -2 Chicago | April 9 -10 London | August 28 -29 Copenhagen | September 11 -12 Toronto | September 6 -7 São Paulo | October 3 -4 Mexico City | October 23 -24 Madrid | November 13 -14 Power Platform Summit Australia Melbourne | 21 -23 August User Group Summit North America Orlando | October 15 -18 Dynamics GP Tech Conference Fargo | September 9 -11 NOT SURE WHICH CONFERENCE IS RIGHT FOR YOU? VISIT: WWW. DYNAMICCOMMUNITIES. COM/CONFERENCES

MEETING DATES & FEEDBACK: • Next Date & Time: August 22 nd 10 am – 1 pm • Location: TBD • Educational Topics: GP Tips & Tricks by Jennifer Hershberger • Sponsor Presentation: Docuphase by Kollen Martin • Member Showcase: Volunteers? *Be sure to REGISTER for the next meeting FEEDBACK on today’s meeting? Go to your local community page and complete the survey! Expand your network, increase brand recognition and establish your company as an expert by becoming an Annual chapter sponsor! Please contact Lauren at: lauren. Daggett@dynamiccommunities. Com

2019 ANNUAL CHAPTER SPONSORS (US & Canada) Please contact Pam Mueller: pam. mueller@dynamiccommunities. com

Bright. Wise Member Showcase

Things to consider when building a new Company in GP • Can you copy an existing company or do you have to start from scratch? • Do you have any third parties that need to be notified? • Customizations or specialized reporting (Smartlists/SSRS) • Who should have access (User access and security) • What modules are going to be used?

Other items to validate • • • Update checkbooks (EFT settings including email) Set-up intercompany relationships Update starting numbers in all of the modules Review check stock formats and signatures Review all templates to update logo’s and customized formats. TEST, TEST

THANK YOU FOR ATTENDING!