Date & Time: Thursday, 9th May 2013, 5:30 – 7:00 pm

Location: Microsoft New Zealand, Level 12, 157 Lambton Quay Wellington

Topic: “CRM – NAV: Let’s solve all your problems”

Description:

Have you got a current problem in CRM or NAV that you’d like to discuss with the rest of us?  Maybe you’ve just figured out the answer to a particularly tricky issue and you want to save others the same pain? Then this session is for you!  Come prepared to describe the issue, or if you have a USB stick, we can look at it on the projector/laptop, and let’s see if someone has seen this before and has a great solution to share.  We can try and figure out a solution using all the experience in the room.

If nothing else, we can all sympathise together.  There is a reason for the English expression:  A problem shared is a problem halved.

Further details:

Charge: FREE!

Catering: Pizza – Courtesy of MSNZ.

Registration: Click HERE to RSVP with your name. As a new feature, we’re asking you to add any questions in your RSVP to answer during the session. You can also ask your question on the night.

Contact: The lifts shut at 6.00pm, so If you are arriving late and the lift is locked, contact Angela on 021 133 1623.

Feel free to pass this on to your colleagues and friends who might be interested! If you have any questions, feel free to send them to dynamicsug@gmail.com.

Date & Time: Thursday, 11th April 2013, 5:30 – 7:00 pm

Location: Microsoft New Zealand, Level 12, 157 Lambton Quay Wellington

Topic:  “Dynamics Convergence 2013 summary”

Description:

Imagine attending a conference with 11,000 attendees, all excited about Microsoft Dynamics!  Convergence is a huge conference that caters just for the Dynamics suite of applications and is held every year.   Jaana was lucky enough to attend this year and visit the city of New Orleans and get to rub shoulders with 10,999 other Dynamics people.  She’s going to share what she learned from Convergence, with a slant to NAV (and perhaps Ax).  Of course, the biggest announcements involving changes came from CRM this year.  So we’re going to try and cover what has been announced there and have a great discussion about what the changes might mean for us mere mortals living with CRM on a daily basis.   None of us can put on a Louisiana drawl, so you’ll be spared that.  But the direction CRM is headed in is very exciting and well worth your time to come and find out from some of us that have used the recent Polaris instances what we think and what your organisation can expect from the changes ahead.

This is one of our first sessions where we can all mix together as part of the Dynamics family and meet each other.  See if those NAV people are as scary as you have thought.

Further details:

Charge: FREE!

Catering: Pizza – Courtesy of MSNZ.

Registration: Click HERE to RSVP with your name. As a new feature, we’re asking you to add any questions in your RSVP to answer during the session. You can also ask your question on the night.

Contact: The lifts shut at 6.00pm, so If you are arriving late and the lift is locked, contact Angela on 021 133 1623.

Feel free to pass this on to your colleagues and friends who might be interested! If you have any questions, feel free to send them to dynamicsug@gmail.com.

Date & Time: Thursday, 14th March 2013, 5:30 – 7:00 pm

Location: Microsoft New Zealand, Level 12, 157 Lambton Quay Wellington

Topic:  “Ever wondered what is possible with CRM and integration to other technologies?”

Description:

Time to get your nerd on!  Even better – time to get your CRM nerd on.  Rex Wessels will present his Dynamics Day session for us, revamped to excite all of us.  Rex’s sessions are always popular because he shows us how to get down and dirty with CRM code.  If you’re wondering how much integration you can achieve with CRM and your other applications, come along to this session and get fired up.  Rex will show us CRM integrated with an LED board and his smartphone.  Sometimes it’s all about someone showing you what is possible and that will nudge you in the right direction to try something amazing.

Further details:

Charge: FREE!

Catering: Pizza – Courtesy of MSNZ.

Registration: Click HERE to RSVP with your name. As a new feature, we’re asking you to add any questions in your RSVP to answer during the session. You can also ask your question on the night.

Contact: The lifts shut at 6.00pm, so If you are arriving late and the lift is locked, contact Angela on 021 133 1623.

Feel free to pass this on to your colleagues and friends who might be interested! If you have any questions, feel free to send them to dynamicsug@gmail.com.

Date & Time: Thursday, 14th February 2013, 5:30 – 7:00 pm

Location: Microsoft New Zealand, Level 12, 157 Lambton Quay Wellington

Topic: “Introduction to Polaris”

Description:

On Valentines day, we present to you with LOVE “Polaris” - the most awaited release of Dynamics CRM.

With a transformed user interface aligning to business process CRM has never been this good looking or easy to use.

Get a view of how the Sales and Service views have been revamped and a first look at native iPad capability.

Lastly but not least see Microsoft demo CRM on Chrome and Firefox.

Further details:

Charge: FREE!

Catering: Pizza – Courtesy of MSNZ.

Registration: Click HERE to RSVP with your name. As a new feature, we’re asking you to add any questions in your RSVP to answer during the session. You can also ask your question on the night.

Contact: The lifts shut at 6.00pm, so If you are arriving late and the lift is locked, contact Visha on 021 2537010.

Feel free to pass this on to your colleagues and friends who might be interested! If you have any questions, feel free to send them to dynamicsug@gmail.com.

Date & Time: Monday, 18th February 2013, 5:30 – 7:00 pm

Location: Microsoft New Zealand, Level 12, 157 Lambton Quay Wellington

Topic: “NAV Reporting – use Account Schedules to build your own reports”

Description:

NAV – Use Account Schedules to build your own reports

There are many ways of getting data out of Dynamics NAV – one way is to create your own Account schedules. Have you tried them yet? Do you get most of this powerful inbuilt reporting tool?

Account schedules can be used to create financial reports in a flexible way and without any development needed. Users can set up various layouts to define the information that they want to extract from the chart of accounts. Reports can be run with flexible filtering and the results can be either printed or exported to Excel.

One of the main purposes of account schedules is to provide a place for calculations that cannot be made directly in the chart of accounts. For example, users can create account schedules to calculate profit margins on dimensions such as departments or customer groups. Additionally, they can filter any G/L entries and G/L budget entries, for example, by net change or debit amount.

By using cost types and cash flow entry accounts in the account schedules, users can build cost accounting reports and cash flow reports.

We are going to look into the different options in Account schedules to give you ideas how to make best use of this tool. We’ll also look into when to best use Account schedules as opposed to NAV report design or BI solutions. There will also be lots of time to discuss your own report ideas if you want. Feel free to send suggestions through prior to the meeting or just bring them along!

Further details:

Charge: FREE!

Catering: Pizza – Courtesy of MSNZ.

Registration: Click HERE to RSVP with your name. As a new feature, we’re asking you to add any questions in your RSVP to answer during the session. You can also ask your question on the night.

Contact: The lifts shut at 6.00pm, so If you are arriving late and the lift is locked, contact Jaana on 021 658 709.

Feel free to pass this on to your colleagues and friends who might be interested! If you have any questions, feel free to send them to dynamicsug@gmail.com.

Date & Time: Thursday, 13th December, 5:30 – 7:00 pm (Wine and cheese to facilitate animated discussion)

Location: Intergen, Level 7, 126 Lambton Quay Wellington

Topic: “Wine and cheese and CRM and NAV”

Description:

Come and catch up with other regular attendees and listen to their year in the CRM/NAV space and let’s chat about next year’s sessions.

Further details:

Charge: FREE!

Catering: Wine and cheese – Courtesy of MSNZ.

Registration: Click HERE to RSVP with your name. As a new feature, we’re asking you to add any questions in your RSVP to answer during the session. You can also ask your question on the night.

Contact: The lifts shut at 5.30pm, so If you are arriving late and the lift is locked, contact Angela on 021 133 1623.

Feel free to pass this on to your colleagues and friends who might be interested! If you have any questions, feel free to send them to dynamicsug@gmail.com.

Date & Time: Thursday, 8th November, 5:30 – 7:00 pm (Pizzas and drinks at 5:30pm)

Location: Intergen, Level 7, 126 Lambton Quay Wellington

Topic: “Empowering Marketing and Sales using Microsoft Dynamics CRM and ClickDimensions”

Description:

Marketing automation solutions help organisations better understand and target prospective customers, providing email marketing, web tracking, form capture, surveys and more. ClickDimensions is an email marketing and web analytics add-on for Microsoft Dynamics CRM that joins together marketing automation with your CRM system.

Come and see how this single marketing solution can help your organisation identify who is interested in your products or services, their level of interest and help you take action.

Steven Foster, Intergen’s CRM Product Manager will show how you can use ClickDimensions with Microsoft Dynamics CRM to identify customers,  generate compelling newsletters, deliver rich email content, manage web content with smart forms, create landing pages and surveys and generate qualified leads through intelligent web analytics.

Further details:

Charge: FREE!

Catering: Pizza and drinks – Courtesy of MSNZ.

Registration: Click HERE to RSVP with your name. As a new feature, we’re asking you to add any questions in your RSVP to answer during the session. You can also ask your question on the night.

Contact: The lifts shut at 6:00pm, so If you are arriving late and the lift is locked, contact Visha on 021 2537010.

Feel free to pass this on to your colleagues and friends who might be interested! If you have any questions, feel free to send them to dynamicsug@gmail.com.

Date & Time: Thursday, 11th October, 5:30 – 7:00 pm (Pizzas and drinks at 5:30pm)

Location: Microsoft New Zealand, Level 12, 157 Lambton Quay Wellington

Topic: “NAV 2013 – a look at the new features”

Description:

NAV 2013 RTM (Ready to Market) has just been released and we want to take this opportunity to demonstrate the features of the new Client.  We’ll run through a business process which will use the different technologies (RTC Client, Internet Explorer as Web Client and maybe even mobile devices J ). We’ll use the Setup of a Job / Project, employees’ timesheet entries through NAV Web Client, and then RTC again to create a Sales invoice. If time permits we’ll also show the approval process along with this.

Come along, have a look at the new version and feel free to ask your questions and bring suggestions for other features you might be interested in!

Further details:

Charge: FREE!

Catering: Pizza and drinks – Courtesy of MSNZ.

Registration: Click HERE to RSVP with your name. As a new feature, we’re asking you to add any questions in your RSVP to answer during the session. You can also ask your question on the night.

Contact: The lifts shut at 6:00pm, so If you are arriving late and the lift is locked, contact Jaana on 021 658 709.

Feel free to pass this on to your colleagues and friends who might be interested! If you have any questions, feel free to send them to dynamicsug@gmail.com.

Slides courtesy of Jaana: Here

Speakers: Rami Mounla, Jaana Krause

Date & Time: Thursday, 27th September, 5:30 – 7:00 pm (Pizzas and drinks at 5:30pm)

Location: Microsoft New Zealand, Level 12, 157 Lambton Quay Wellington

Topic: “TechEd 2012 overview, Introducing ERP solutions”

Description:

We are proud to announce that the Dynamics User Group will now start running sessions on the ERP solutions of Microsoft’s Dynamics stack too! This was the case a few years back and we would like to introduce them again.

In our next session we’ll start by reviewing some of the dynamics sessions that were presented at TechEd 2012 followed by an introduction to the Microsoft ERP solutions.

Several vendors shared their Microsoft Dynamics enthusiasm with the delegates at TechEd this year. The sessions covered several interesting topics, from upgrading from CRM 4.0 to CRM 2011, Metro style frontends to CRM 2011, CRM 2011 mobile solutions, and CRM 2011 tips and tricks including converting solutions from managed to unmanaged.

Microsoft’s Dynamics suite offers a range of ERP solutions in addition to CRM. For our first session, we’d like to give you a brief overview of how AX and NAV fit into the history of the Dynamics stack.  We will also provide you with some details on the current product range with particular focus on AX and NAV.  Don’t worry – this is not supposed to be an in-depth accounting software session; calculators can stay at home. We just want to make sure everyone knows what these ERP solutions are about because they will start coming up in future sessions.

Towards the end of the first introductory session we’d like to have your input on ideas for future meetings. The suggestion is to run Technology specific meetings but invite everyone along so they can consider the agenda and decide whether to come for that particular session. There might be topics which will bridge across the solutions as by its nature CRM is a great platform to integrate with the other ERP applications.  This is all open for your input!  You get to shape the future look and feel of our Dynamics User Group nights.  So come along and have a say in how you want your Dynamics User Group to continue in the future.

Further details:

Charge: FREE!

Catering: Pizza and drinks – Courtesy of MSNZ.

Registration: Click HERE to RSVP with your name. As a new feature, we’re asking you to add any questions in your RSVP to answer during the session. You can also ask your question on the night.

Contact: The lifts shut at 6:00pm, so If you are arriving late and the lift is locked, contact Rami on 027 704 6347.

Feel free to pass this on to your colleagues and friends who might be interested! If you have any questions, feel free to send them to dynamicsug@gmail.com.

Speaker: Rami Mounla

Date & Time: Thursday, 12th July, 5:30 – 7:00 pm (Pizzas and drinks at 5:30pm)

Calendar link: iCalendar

Location: Microsoft New Zealand, Level 12, 157 Lambton Quay Wellington

Topic: “CRM 2011 Goes Social”

Description:

Fact:  In New Zealand 96% of Internet users are active on social networking site.
Fact: 90% of marketers use social media to their advantage.
Fact: New Zealand is the fourth largest user of LinkedIn in the world.

Throughout this year we’ve been talking about the new features introduced in the latest Microsoft Dynamics CRM 2011 Rollups to facilitate internal social interaction. Additionally CRM and its expandability provide an easy way to integrate with external systems, making it the perfect environment to marry social data where each relationship might have deeper meaning.

In this long awaited session, Rami will cover social networking integration with Microsoft Dynamics CRM 2011. Rami will be showing how easy it is to pull and push information between social networking sites and CRM and how to leverage CRM functionality to bring to the surface useful details for your internal organisation and also for the public.

Don’t miss out on this session! If you think social media is a fad, think again as your competitor might have a leg up on you!

Further details:

Charge: FREE!

Catering: Pizza and drinks – Courtesy of MSNZ.

Registration: Click HERE to RSVP with your name. As a new feature, we’re asking you to add any questions in your RSVP to answer during the session. You can also ask your question on the night.

Contact: The lifts shut at 6:00pm, so If you are arriving late and the lift is locked, contact Rami on 027 704 6347.

Feel free to pass this on to your colleagues and friends who might be interested! If you have any questions, feel free to send them to dynamicsug@gmail.com.

It will be an awesome session. Looking forward to seeing you there