Event Library

Welcome to the Implementation Specialists’ Microsoft Dynamics GP and wsTOOLS training library. Browse all by clicking on the “Next” option below or type in a topic in the search window, click “Search” and then click “Next” to view the results. Or go to our YouTube channel to see the recordings in our playlists.

CRM: Global and Advanced finds

Date: February 20, 2019

Description:Getting your data into a CRM system is only half the battle. You need ability to easily access, view and analyze your data. In this webinar we are going to take a look at some different ways to search for individual records or pull up record lists with …

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GP Tips, Tricks and MORE!

Date: February 13, 2019

Description:Join Erica and Tami, two of our consultants, to find out all types of information to see how much faster you can perform tasks and get data from your system. This class will show you shortcuts to access all your favorite and must needed items. https:// …

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Power BI Training Series

Date: February 7, 2019

Description:Knowledge is power. In this 4 part introductory training series we will be exploring the Power BI service. We will be covering the following items: WEEK 1, Feb. 7th: Power BI Applications: Learn how to navigate both the desktop and cloud version of Pow …

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Select Cost Transfer

Date: February 6, 2019

Description:Join Deb, President and Owner as she reviews the basics of SelectCostTransfer for Key2Act. In this webinar, she will go over how we use it to overcome posting mistakes by moving transactions to the correct service call or job and sending appropriate tr …

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Managing your data through CRM dashboards

Date: January 30, 2019

Description:Join Jerica, our CRM consultant, as she shows us how our dashboards provide visualizations of current company performance. These visualizations allow potential problems to be identified quickly, data can be further analyzed to drill into exactly what i …

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How AP Automation in Dynamics GP Will Change Your Life by Kwiktag

Date: January 23, 2019

Description:Join KwikTag for an interactive webinar featuring KwikPayables for GP to see a live demonstration and hear real-world examples of how organizations transform their manual processes with end-to-end AP automation, with a user-friendly experience that loo …

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Overview of Key2Act

Date: January 16, 2019

Description:Please join Mac with Key2Act for an overview webinar on Key2Act’s Service Management solution, built for organizations that want to manage service, maintenance and repair processes profitably, and to own an industry-proven solution that can grow with t …

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1099’s: The Do’s and Do NOTS

Date: January 9, 2019

Description:Lets take a tour of the 1099 world, what to do and what NOT to do! https://youtu.be/lgsGaHS2cFs

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General Ledger/Receivables Management/Payables Management Year End Close

Date: January 2, 2019

Description:With the end of 2018, many are also looking at the end of their Fiscal Year. Come learn how to safely close your year out to kick off 2019 with a strong start. https://youtu.be/TQV6qterWiM

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Key2Act Job Cost Revenue Performance Obligations

Date: December 20, 2018

Description:We’ll review Key2Act’s Job Cost Revenue Performance Obligation revenue recognition method, including how it works and upgrade implications. https://youtu.be/nVm5gRqoSTk

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