Software Support
BKD Technologies offers dedicated support for Microsoft Dynamics and Sage Software Solutions. We support clients with software-specific help desk support, on-site visits and a convenient remote service.
BKD Technologies Locations
BKD Technologies offices may be found in the following cities:
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Microsoft Dynamics GP Training CPE Events
Understanding SharePoint to Help Increase Your Business Webinar
Date: Thursday, February 16, 2012
Time: 10 – 11 a.m. Central time
The Presenter: Charles Allen
SharePoint 2010 allows users to share information with others, collaborate on documents and publish reports for better decision making. When combined with Microsoft Dynamics GP, SharePoint 2010 can become a powerful tool to make sure everyone is using the same resources to make critical business decisions. Join us for a first-hand look at how SharePoint can add business intelligence and workflow capabilities and applications to your Microsoft Dynamics GP solution. During our presentation, we will explain what SharePoint is and discuss SQL server reporting services, Excel reports and workflow and business portal issues.
Learning Objectives
Upon completion of this webinar, participants will be able to:
- Recall the overall features of SharePoint 2010
- Define how SharePoint can add business intelligence capabilities to Dynamics GP
- Identify how SharePoint is used for workflow capabilities in Dynamics GP
- Describe how SharePoint is used by Business Portal for delivering additional applications for Dynamics GP
This program is being reviewed for CPE compliance.
Microsoft Dynamics FRx: 6.7 Report Design Essentials Seminar
Date: February 28–29, 2012
Time: 8:30 a.m. – 5 p.m. Central time
Location: BKD Technologies
1201 Walnut Street, Suite 1700
Kansas City, Missouri 64106
Presenters: Christina Phillips & Cynthia Boersma
This course covers basic financial report design in FRx 6.7, including the creation of building blocks like rows, columns and trees used in report creation. The ability to create complex calculations and use additional report options, such as account sets, is included in the course. Learn how to generate and electronically distribute reports and communicate information quickly and easily to others in your organization. This course uses a series of labs to allow students to explore FRx concepts while working with and creating reports using sample data.
Learning Objectives
Upon completion of this webinar, participants will be able to:
- Assess basic navigation and report creation in Microsoft FRx
- Drill down, analyze, print and export from FRx Drilldown Viewer
- Efficiently create and distribute many financial reports, including trial balances, balance sheets, transaction detail reporting, trended reports, side-by-side presentation, relational reporting, actual versus budget and rolling quarters
- Perform tips and tricks to increase speed and accuracy of month-end close
- Create presentation-quality reports
- Demonstrate security settings within Microsoft FRx
- Apply many ways to improve your company's financial reporting package
This program is being reviewed for CPE compliance.
Business Intelligence for Microsoft Dynamics GP 2010 Seminar
Date: February 21–22, 2012
Time: 8:30 a.m. – 5 p.m. Central time
Location: BKD Technologies
1201 Walnut Street, Suite 1700
Kansas City, Missouri 64106
Presenters: Christina Phillips & Cynthia Boersma
Gain experience with a variety of business intelligence tools available for Microsoft Dynamics GP. Understand how to plan, create and deliver reporting to meet your business needs using SmartList Builder, Excel Report Builder, SQL Reporting Services, Analysis Cubes and Pivot Tables. Through a series of labs, attendees will gain practical experience with these tools to better assess the best tool to meet a specific need.
Note: This class includes products that may or may not be included with your Microsoft Dynamics GP licensing. Please contact us with any questions related to licensing before registering for this class.
Learning Objectives
Upon completion of this webinar, participants will be able to:
- Define Business Intelligence (BI)
- Discuss BI needs within an organization
- Plan reports
- Create new reports
- Define delivery methods
- Explain and demonstrate the tools, applications and delivery methods available to fulfill BI needs
This program is being reviewed for CPE compliance.
Microsoft Dynamics FRx Reporting Design Essentials II Seminar
Date: Wednesday, March 7, 2012
Time: 8:30 a.m. – 5 p.m. Central time
Location: BKD Technologies
1201 Walnut Street, Suite 1700
Kansas City, Missouri 64106
Presenters: Christina Phillips & Cynthia Boersma
This class builds upon the Reporting Design Essentials I class by expanding to advanced report design, including linking to external worksheets, multicompany consolidations, currency translation, cash flow reporting and linking row formats. These skills allow you to further tailor your financial reporting design to meet your specific business needs. Time for a workshop dialogue will be provided to let students discuss their FRx experiences and issues. At the end of class, an overview of the migration process to Management Reporter also will be discussed.
Learning Objectives
Upon completion of this webinar, participants will be able to:
- Identify basic Microsoft FRx report design concepts
- Indicate ways to efficiently create and distribute many financial report designs including trial balances, reports linking to external worksheet data, statements of cash flow, reports using full accounts or multiple GL segments, allocation reporting, linking row formats, relational reporting, multiple company consolidations, currency translation, OLAP (Online Analytical Processing) output, XBRL (eXtensible Business Reporting Language) output
- Recall advanced formatting tips and tricks
This program is being reviewed for CPE compliance.
Report Design in Management Reporter 2.0 for Microsoft Dynamics ERP
Date: March 27–28, 2012
Time: 8:30 a.m. – 5 p.m. Central time
Location: BKD Technologies
1201 Walnut Street, Suite 1700
Kansas City, Missouri 64106
Presenters: Christina Phillips & Cynthia Boersma
This course covers basic financial report design in Management Reporter, the next generation of FRx. Concepts covered include the creation of row, column and tree definitions to support your reporting needs. Calculations, formatting and additional report options also are included in this course, as well as advanced design options like side-by-side reporting. This course uses a series of labs to allow students to explore Management Reporter concepts while working with and creating reports using sample data.
Learning Objectives
Upon completion of this webinar, participants will be able to:
- Demonstrate company and sample reports
- Export the sample reports as a template for their own report design
- Design basic report building blocks in Report Designer including:
- Row definitions
- Column definitions
- Reporting tree definitions
- Associate the building blocks in a variety of report definitions including:
- Trial Balance reports
- Income Statements
- Variance Reports
- Balance Sheets
- Statements of Cash Flow
- Consolidation reports
- Define the power and flexibility of reporting trees to present financial results at the responsibility level, i.e., by dimensions
- Apply worksheet linking to report on data maintained in Microsoft Office Excel
- Perform report output and distribution options including Report Viewer
- Implement security including customized roles, groups, and users
- Prepare reports that support XBRL
- Operate the Report Wizard to create reports
This program is being reviewed for CPE compliance.
Microsoft Dynamics Archived Webinars
Configuring Microsoft Word Templates in Dynamics GP
Date: January 23, 2012
Many Dynamics GP users think they are stuck using the standard word templates found within the Dynamics GP tool. What they don’t realize is they have options. In this video, Christina Phillips, BKD supervising consultant, takes you through how easy it is to create, modify and use Word Templates in Microsoft Dynamics GP.
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1099 Reporting in Dynamics GP 2010
Date: January 10, 2012
Many clients ask us about 1099 reporting in Dynamics GP at the beginning of the year. During this demo, Christina Phillips, BKD supervising consultant, shows users how to setup, edit and review your 1099 in Dynamics GP 2010.
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Year-End Processing for Microsoft Dynamics GP
Date: December 15, 2011
Closing your organizations year-end in Dynamics GP can be a vital procedure. In this webinar, Charles Allen, BKD managing consultant, and Cindy Boersma, BKD senior managing consultant, demonstrated how to close procedures in Dynamics GP for payroll, accounts payable, accounts receivable, inventory management, purchase order, sales order, general ledger and more.
FlashPresentation
Financial Reporting Tools for Dynamics GP Shootout
Date: November 17, 2011
Every organization's reporting needs are different—and there is an abundance of reporting tools claiming to improve your business processes. Where do you begin finding the appropriate tool for your company?
In this webinar, Charles Allen, BKD managing consultant, demonstrated three options for financial reporting: Management Reporter, BI 360 and BizInsight. Each of these solutions has its own unique functionality and methodology for creating reports. The one thing they all have in common: the means to create financial reports for your business.
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Working with My Reports in Dynamics GP 2010
Date: November 15, 2011
The number one enhancement request to Dynamics GP is reporting. Users want tailored, intelligent reporting to fit their business needs. One way to receive tailored reporting in Dynamics GP is through the My Reports feature. During this demo, Christina Phillips, BKD supervising consultant, shows users how to get started and create reports in the My Reports list in Dynamics GP.
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Revenue and Expense Deferral in Dynamics GP
Date: November 4, 2011
The Revenue and Expense Module in Dynamics GP allows you to defer revenue and expenses over time based on a predefined schedule or a schedule based on a transactions entered. In this presentation, Christina Phillips, BKD supervising consultant, demonstrates how to setup and post revenue and expenses in Dynamics GP.
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Automate Routine Processes Using Workflows
Date: October 20, 2011
Workflow automation can help you gain efficiency, respond quickly to changing conditions and gain control of your audit trails. Microsoft Dynamics GP helps you deliver flexible workflow capabilities that automate alerts and notifications for key business tasks.
In this webinar, Charles Allen, BKD managing consultant, demonstrated how to access and use workflows and how to create predefined and user-defined workflow processes, automated approval processes and more.
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Working With Sales Process Holds In Dynamics GP 2010
Date: September 27, 2011
What is a process hold? A process hold is a customizable hold that you can place on a document in Sales Order Processing to prevent it from “advancing”—printing, posting, transferring or being fulfilled. Process holds can be set up quite easily from the Sales Page.
In this webinar, Christina Phillips, BKD supervising consultant shows Dynamics GP users how to set up sales process holds in Dynamics GP 2010.
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Securing Dynamics GP to Fit Your Business Needs
Date: September 22, 2011
Securing your Dynamics GP application means giving users access to the functionality they need while restricting access to functions they don't.
In this webinar, Charles Allen, BKD managing consultant demonstrated how to properly secure Dynamics GP to fit your organization and various ways to secure your environment to meet user needs and organizational goals.
FlashSlides
Take Self-Service Reporting to New Heights with Report Builder 3
Date: August 18, 2011
SQL Server Reporting Services (SSRS) gives your users a powerful and flexible solution for creating and deploying reports. With Microsoft Dynamics GP and SSRS—included with your SQL Server license—dozens of reports are available off the shelf. Report Builder, a component of SSRS, allows users to create their own reports in a secure environment.
In this webinar, Charles Allen, BKD managing consultant discussed how to use Report Builder 3 to create wizard-based reports, modify existing SSRS reports and perform ad hoc data queries.
FlashSlides
Using Analytical Accounting to Analyze Your Data
Date: June 23, 2011
Analytical Accounting in Microsoft Dynamics GP helps you track and report information beyond the chart of accounts. With Analytical Accounting, your organization can track information on projects or funds and report on it using tools such as Management Reporter, FRx, SmartList and SQL Server Reporting Services.
In this webinar, BKD Managing Consultant Charles Allen demonstrated how Analytical Accounting in Microsoft Dynamics GP can help your organization analyze data across your organization. He also showed you new features such as transaction dimensions, wizard-driven inquiries, simplified navigation and Smartlist Objects.
FlashSlides
Donation Management through Dynamics CRM
Date: May 24, 2011
Not-for-profit organizations face many challenges as they administer support to members and constituents. An ever-changing list of needs and requirements can be overwhelming and difficult to manage. Wouldn’t it be nice if your technology solution helped you along the way? BKD can help.
In this webinar, Nathan Hayden, BKD senior consultant, demonstrated how Microsoft Dynamics CRM Donor Management enable not-for-profit professionals to access constituent information through a full suite of marketing, sales and customer service capabilities with a familiar Microsoft Office Outlook experience.
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What Does the Second Release of Dynamics GP 2010 Mean For You?
Date: May 19, 2011
Microsoft’s new release, Dynamics GP 2010 R2, expands business intelligence functionality and helps personalize the tools and information you use every day. This release provides more tools that enable decision makers and data entry users to get additional functionality out of their system.
In this webinar, Charles Allen, BKD managing consultant, demonstrated new features of Dynamics GP 2010 R2 such as Business Analyzer, report integration with SQL Report Builder and Drill Down Builder
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Using Word Templates in Dynamics GP
Date: April 25, 2011
Would you like to use Microsoft Word, in Dynamics GP, to produce invoices and purchase orders? Microsoft Dynamics GP 2010 Word Templates are free, ready-to-use documents offering new presentation capabilities for the traditional customer/vendor-facing Report Writer reports.
View our webinar to learn how to use Word Templates to send professional-looking documents to customers and vendors.
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Boost Presentation Skills Using Free Word Templates in Dynamics GP
Date: April 21, 2011
Would you like to use Microsoft Word, in Dynamics GP, to produce invoices and purchase orders? Microsoft Dynamics GP 2010 Word Templates are free, ready-to-use documents offering new presentation capabilities for the traditional customer/vendor-facing Report Writer reports.
During our webinar, Charles Allen, of BKD Technologies, discussed how to use Word templates to send professional-looking documents to customers and vendors, add logos to invoices and purchase orders, increase access to Dynamics GP data and assign and modify selected forms.
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Control Data Securely with Professional Services Tools Library in Dynamics GP
Date: March 29, 2011
During this webinar, Charles Allen, of BKD Technologies, discussed how organizations can use Microsoft Dynamics GP’s Professional Services Tools Library, to customize and control utilities. View this archive to learn about each series in the library including: Finance, Purchasing, Sales, Payroll, Inventory and System tools.
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Help Achieve Compliance Objectives Using Microsoft Dynamics GP
Date: February 17, 2011
Audit Trails and Electronic Signatures for Microsoft Dynamics GP can help your company comply with governmental and business regulations, laws, standards and practices. By requiring users to obtain approval prior to making changes and tracking changes by user and date, Microsoft Dynamics GP can help your company maintain compliance and data integrity.
During our webinar, Charles Allen, of BKD Technologies, discussed how you can use Electronic Signatures features to help enforce separation of duties, Audit Trail features to view the before and after of data changes and much more.
FlashSlides
Go Paperless with Dynamics GP & PaperSave
Date: January 20, 2011
Is creating a paperless environment top on your New-Year’s list? If so, BKD and PaperSave might be the right solution to keep you on track. PaperSave, a document imaging and retrieval system, helps deliver a feature-rich, cost effective solution that large and small companies can afford and realize a return on their investment quickly.
During our webinar, Tammy Bower, of Solutions@MBAF, discussed the benefits of going paperless and how PaperSave, integrated into Dynamics GP, can help companies work more efficiently by delivering electronic workflows and instant access to documents.
FlashSlides
Microsoft Dynamics GP Year-End Closing Procedures Session
Date: December 16, 2010
Year-End closing is all about moving historical data from one area of your computer system to another.
During our webinar, Charles Allen, of BKD Technologies, discussed how to help streamline your Microsoft Dynamics GP closing procedures. View this webinar to gain a checklist of modules to close, the order to close them and helpful hints to make your year-end successful. Get a first-hand look at tips and tricks to help close your general ledger, accounts payable, accounts receivable and more.
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What's New In Microsoft Dynamics™ GP 2010 Payroll & Human Resources
Date: November 18, 2010
Microsoft Dynamics GP Payroll and Human Resources is a comprehensive solution employees can use to help boost payroll and human resource productivity and management.
During our webinar, Keith Schmidt, of Integrity Data, discussed the new features and functionality in Microsoft Dynamics GP Payroll and Human Resources from Integrity Data.
FlashSlides
Workflows for Microsoft Dynamics™ GP 2010
Date: July 22, 2010
Workflow automation can help you gain efficiency, respond quickly to changing conditions and gain control over your audit trails. Microsoft Dynamics GP 2010 helps you deliver flexible workflow capabilities that automate alerts and notifications for key business tasks.
During our webinar, Tom Higginbotham, of Microsoft Corporation, discussed how to access and use workflows in your Microsoft Dynamics GP 2010 solution, including predefined and user-defined workflow processes and automated approval processes.
FlashSlides
Business Portal for Microsoft Dynamics™ GP 2010
Date: October 21, 2010
Business Portal integrates smoothly with Microsoft Dynamics™ GP to deliver applications, information and processes to employees and customers throughout your organization.
During our webinar, Charles Allen, of BKD Technologies, discussed how to draw attention to the most important aspects of your information by deploying key performance indicators, using role-defined access, enabling users to enter and approve purchase requisitions and much more.
Windows MediaSlides
Management Reporter - The Future of Financial Reporting
Date: September 23, 2010
Microsoft is positioning Management Reporter, a financial reporting tool, to replace FRx. This launch marks a key milestone in delivering Microsoft’s performance management vision. Management Reporter retains many elements of the popular FRx product and is built on a completely updated architecture, providing an unprecedented level of scalability and reliability.
During our webinar, Charles Allen, of BKD Technologies, discussed Management Reporter features you can use to build direct general ledger integration, reusable building blocks, drill-down capabilities and more.
Windows MediaSlides
Integrate Your Data with Ease
Date: August 19, 2010
Integration Manager & eConnect for Dynamics GP helps organizations integrate data from Microsoft and non-Microsoft platform data sources—including web services, CRM applications, web storefronts and legacy applications—with Dynamics GP.
Charles Allen, of BKD Technologies, presents Integrate Your Data With Ease, a webinar to find out how you can have a high degree of integrity, security, flexibility and speed when integrating your data with Integration Manager & eConnect.
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