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#UC2016 – Take a look back at our CRM Track

KTL Solutions celebrated their 11th annual Empower the User Conference on May 19th at the Microsoft Center in Reston, Va.  This year, as in year’s past, KTL brought 3 unique tracks to the event allowing users to customize their own experience and gain the knowledge they deemed the most valuable.  However, we understand that not everyone could make it to all of their sessions. Below is a breakdown of what you may have missed from the CRM Track at UC 2016.

 

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The Two Power Players – Power BI and CRM



At the 11th Annual KTL User Conference, I will be presenting a session on Power BI and Dynamics CRM data.  The main goal is to give users an easy way to present information in a timely and simple-to-understand format.  In the session, using Power BI, we will cover the process of building and accessing refreshable dashboards with information from Dynamics CRM and Dynamics GP.  In the session we will discuss/demo the following:

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laughing coworkers
Jeff Chamberlain

3 Ways to Use Humor in Business

I have always been a fan of comedy, since I was young and used to spend my weeknights in front of the TV watching a VHS copy of “SNL: Best of Chris Farley”.  Stand-Up, sitcoms, improv, sketch – I watch or participate in all the current and classic forms, but I wondered if there was a way to incorporate it into my job.  I mean, everyone likes to laugh, everyone could use a good joke, but how do I best utilize humor that not only maintains the respect your organization has built but also gets across a clear message. Here are the 3 points I use when figuring out how to use humor effectively at work.

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2016 Sales Tax Changes: What to Expect in the New Year

Like every New Year, 2016 will bring many sales tax changes. Rates will decrease or increase, there’ll be new product taxability rules, exemptions will expire or take effect, and there will be reporting changes. The only thing certain when it comes to sales tax is that change happens. And if often happens without much warning.

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Tackling the Year: A Jumpstart to Taking Control of Your Leads

The holiday season has come and gone, and with that many people have hit the ground running to start off the New Year. Phones are buzzing, emails are out of control, and vacations have come to a close. It’s also that time of the year where everyone has made their New Year’s Resolution, both at work and in their personal life. Not to mention, if you work in a calendar year rather than a fiscal year, your sales and marketing goals have been set and you are ready to hit them.

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Going Paperless… PaperSave at the Empower the User Conference

KTL Solutions held its 10th Annual User Conference on Thursday, May 14th. This year we invited several more ISVS (Dynamics GP and CRM Companion Products) so that users could see more ways to enhance their systems outside of what GP or CRM has to offer. While KTL only asks the best of the best to attend and speak to our customers, one of my favorites that we had this year was PaperSave. 

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Taking Advantage of the PaperSave Worklow

In November of last year, I wrote a blog about a Document Management system called PaperSave. The PaperSave document management system captures and stores documents electronically from varying drop points, routes the document through a workflow, and can upload a document directly into Dynamics GP. At that time, PaperSave had recently introduced version 6.0 of their software, which provides additional functionality to the end user through Email drop points, browser based interfaces, and a full mobile solution for workflow routings. 

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Microsoft Convergence 2015: Five Takeaways and a Brave New World

Microsoft Dynamics’s Convergence, a gathering of 12,000 customers, partners and Microsoft employees, was great this year.  Almost transformative, and as an experienced Convergence attendee, here are my five takeaways that make me think this was a great Convergence:

1. The president of Microsoft, Satya Nadella, attended and was the keynote speaker.  Ballmer was absent the last two years, which for me, was not an issue, as his messaging was stale and confirmed in my mind he did not understand business applications.   See number five below for more detail about why the keynote was so transformative.

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Web-Series and the ERP Client

What am I doing? The same thing I have always done? The same thing that hasn’t given me the results that I wanted, that hasn’t helped me hit my goals?

These are the questions businesses are asking themselves all the time.  They know what they are doing, they know it’s not working, but they don’t know how to change it.  And in the world with budgets, time restraints, managers and employees to answer to the idea of changing what you are doing to get better results can leave you stagnant while you figure out what exactly it is you need to change.  And being stagnant means losing money.  Who has time for that?

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