In Case You Missed It – Top Arbela Webinars from 2016

We have hosted a number of webinars so far in 2016. We would love your feedback and what you would like to see in the future!

1. Project Server, a project management tool embedded in CRM 2016 

Hosted by: Kevin Razavi, Senior Consultant Dynamics AX & CRM

Date: August 11, 2016

Summary –

• How to track all aspects of your projects – budgets, actuals, timelines, project plan and employee utilization
• Understand when you’re behind schedule versus under budget
• Identify projects that are about to go off track (before they truly do)
• Allocate resources accurately and efficiently
• Facilitate collaboration among geographically distributed teams
• Free up your project managers by reducing their administrative work

Click here to view recording

1. Support within Dynamics AX 

Hosted by: Mark Mitchell, Director of Project Design

Date: April 1, 2016

Summary –

• Goals and objectives of support
• Benefits of support
• Scope of support services
• Support models
• Considerations when planning for support
• Roles and responsibilities of support
• Life cycle of a typical support issue

1. Dynamics CRM and AX – Multiple sources feeding your BI initiatives & best practices 

Hosted by: Dan Edwards, ZAP Partner & Industry Director

Date: May 11, 2016

Summary –

With data exploding at never seen before rates, and from multiple sources, this webinar will address the key steps for companies to connect, model, govern and finally visualize their data in a repeatable, consistent governed way – guaranteeing that regardless of how many data sources your business might have, you are confident that you can provide a self-service model for the masses. From the CEO on down, everyone is looking at the same version of the truth no matter how they slice and dice it

Click here to view recording

1. New Features & Benefits of CRM 2016 (29) – Var 5/18

Hosted by: Var Galpchian, Senior CRM Consultant

Date: May 18, 2016

Summary –

During this webinar, we have discussed how to increase productivity by:

• Improved Usability with Navigation Improvements.
• One Click Generation of Word and Excel Documents.
• Users can now use Word and Excel templates to generate letters, agreements, quotes, invoices and other documents with a single click!
• Mac, Outlook Web and mobile users now have CRM functionality in Outlook, with CRM for Outlook App.
• Prioritize service workload with interactive Customer Service Hub.
  • Dashboards available in the Hub, provide a rich, modern and intuitive end user experience for the customer service representatives. The new interactive dashboards show real time data on cases, KB articles, accounts and other customer service entities

Click here to view recording 

1. Learn How to Reduce your Audit Cost and Risks

Hosted by: Cody Bess, Dynamics AX Functional Consultant

Date: April 13, 2016

Summary –

• How to analyze your Dynamics AX Roles for Segregation of Duty (SoD) violations?
• Why you would you need data and access watch lists? Why are auditors requiring these investigative approaches?
• Why do you need to watch your AX 2012 license usage? And how to reduce the licensing cost by as much as 25%?
• What are the popular reports needed for auditing and security management?
  We will demonstrate how Arbela Security Managers (ASM) helps you address these questions and many more.

Click here to view recording

1. Introduction to Master Planning in Dynamics AX (30) – Kurt Beers 4/29

Hosted by: Kurt Beers, Manufacturing Solution Architect

Date: April 29, 2016

Summary –

Microsoft Dynamics AX offers a broad set of tools to support the planning needs of a manufacturing enterprise. In this webinar, we have introduced the topic of Master Planning in order to gain an understanding of the scope of the module and its interactions with other AX modules. Specifically, we have discussed Material, Capacity and Distribution Requirements Planning capabilities and looked at examples of how these tools can be used to support order point based replenishment, demand forecasting and sales order driven demand.

Scope of Master Planning

• Material Requirements
• Capacity Requirements
• Distribution Requirements

Gross and Net Requirements overview

• Forecasted Demand
• Sales Order Demand
• Distribution Demand
• Order Point (minimum)
• Dependent Demand

Click here to view recording

1. Atlas 6.0 Overview and How it Connects to AX and CRM 

Hosted by: Jason Carter, Regional Channel Manager, Globe Software

Date: May 25, 2016

Summary –

We have focused on the functional overview of Atlas, the unique way it connects to Dynamics AX, and the advantages it inherits from that connection (security, table links, multiple languages, etc).

• Pre-built reporting/upload examples
• Financial statements – to show single cell reporting
• A customer balance and credit limit report that is an upload template – to show real time reporting and upload (in this case upload for master data management in AX)
• CRM Reports – Account Report to show single cell reporting with the use of snippets, Marketing/Campaign Reports showing the use of drilldowns
• A journal upload
• Ad hoc business intelligence
• Building custom reports from AX, CRM, and other data sources
• Merging/blending data across data sources
• Building drill downs, and saving Snippets for sharing and reuse

Click here to view recording 

1. Demand-Driven & Configure-to-Order Manufacturing 

Hosted by: Nima Bakhtiary, President

Date: August 12, 2016

Summary –

Arbela’s webinar series on Demand-Driven and Configure-to-Order Manufacturing. This session (part two) covered design considerations, solution components and implementation methodology for an agile supply chain.

We have also discussed the following during this webinar:

• Order to cash best practices, considering distributors as customers
• Various postponement strategies and product modularizations
• Transportation capacity management and sequencing
• Product digitization and business intelligence
• Supplier managed inventory and consignment
• Implementation methodology

Click here to view recording

1. Arbela Auditing & Security Manager 4.0 New Features & Capabilities

Hosted by: Corey Bakhtiary,  Dynamics AX Senior Consultant

Date: August 3, 2016

Summary –

In this webinar we have discussed the latest and newest features of Arbela Auditing & Security Manager 4.0 including:

• Automatic and continuous data and access monitoring within your AX environments
• New and enhanced reporting capabilities
• Real-time alerts when critical information is accessed or data changes occur
• Enhanced segregation of duties detection and mitigation capabilities
• Easy to define and implement security controls

Click here to view recording

1. Make-to-Order & Configure-to-Order Manufacturing Opportunities for Dynamics AX

Hosted by: Nima Bakhtiary, President

Date: July 22, 2016

Summary –

This part 1 webinar series addressed the industry trends and challenges and offer best-practices and solutions manufacturers can implement to achieve superior customer service and increased market share including:

• Latest trends in manufacturing & opportunities manufactures should capitalize on to improve customer service
• Ensure consistent and superior customer service and delivery performance
• Desired solutions for customer service, order configuration, manufacturing and supplier relationship management

Click here to view recording

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