Live Webinars Covering Everything Business Technology!

Join us and our partner Avalara for a discussion about the options customers have with SAP Business One. Watch this on-demand webinar to learn about Sales Tax complexities and how Avalara can make it simple. A summary of the content will be:

· Avalara Solutions for SAP Business One
· The Sales Tax puzzle
· Why so many businesses are looking to automate

Watch to learn more!

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Check out our on-demand webinar, “All Things Power BI”, the first of a series of webinars on Power BI.

Over the next two months, we have enlisted the expertise of Mark Stept, one of our Senior Consultants, to guide you through the world of Power BI. Mark started with an introductory session, where he defined what Power BI is and isn’t and laid the foundation for a comprehensive learning experience. Throughout the series, Mark will delve into various aspects of Power BI, including advanced tutorials, tips, tricks, and much more!

This FREE learning series is just one of the many reasons why partnering with Clients First is advantageous. We are committed to providing exceptional support and guidance to our clients, and this webinar series exemplifies our dedication to helping you succeed.

In this webinar, you will learn about:

Traditional Reports and Power BI Dashboard/KPI’s
Sales Dashboard (Live Walkthrough)
Data Framework: Where is my data?
Power BI Desktop: develop and publish reports
Power BI Web Service
Creating a New Dashboard (Live Demo)
We believe that Power BI can revolutionize the way you analyze and present data within your organization. Whether you are new to Power BI or seeking to enhance your existing knowledge, this webinar series will provide valuable insights and actionable tips that you can implement immediately…

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Our on-demand webinar, “Mark’s the Guy for Power BI: Load, Extract, and Transform Data“, is the second in our series of webinars on Power BI.

We have enlisted the expertise of Mark Stept, one of our Senior Consultants, to guide you through the world of Power BI. Mark started with an introductory session, where he defined what Power BI is and isn’t and laid the foundation for a comprehensive learning experience. Throughout the series, Mark will delve into various aspects of Power BI, including advanced tutorials, tips, tricks, and much more!

This FREE learning series is just one of the many reasons why partnering with Clients First is advantageous. We are committed to providing exceptional support and guidance to our clients, and this webinar series exemplifies our dedication to helping you succeed.

In this webinar, you will get:

• A more technical review of the capabilities of Power BI
• Learn how to Load, Extract, and Transform your Data

We believe that Power BI can revolutionize the way you analyze and present data within your organization. Whether you are new to Power BI or seeking to enhance your existing knowledge, this webinar series will provide valuable insights and actionable tips that you can implement immediately.

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Microsoft Dynamics 365 Business Central Wave 2 will be released during October, and it’s vital that you become familiar with the new features so they won’t interfere with your current processes.

Chris Young, resident Business Central and business applications architecture, and implementation expert, will guide you through the significant changes, corresponding business improvement opportunities and WARNINGS prior to deploying in your company.

Whether you are an existing Business Central user or considering a migration, this webinar will teach you what you need to know about the latest release from Microsoft. 

New functionality Chris will discuss include:

• Add Description “two” to many pages (Item, Lists, Requisition, …)
• New Inventory Availability Overview data points
• Financial Consolidation across multiple Environments
• Edit in Excel extended to Item Journals and Warehouse Worksheets
• Item Reference field added to many pages
• Inventory Planning enhancements illustrate Full, Partial or None – in terms of availability to fulfill an order
• AI – Microsoft CoPilot to assist with Bank Rec
• AI – Marketing Text Suggestions for new items
• Edit in Excel – now available for On Premise deployments

Guidance on testing your custom extensions prior to deployment will also be addressed to ensure your system continues working flawlessly after you upgrade.

Join us on Thursday, September 28th at 12 PM EST.

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• Walkthrough of Shopify shops set up in BC
• Demo of item, order, and customer syncs
• Demo of how orders and inventory data flow between Shopify and BC
• Discussion of how to use the integration to automate common workflows
• Showcase of Microsoft’s newly launched AI capability, CoPilot, and advanced features of the connection

Watch the on-demand webinar now and get a demo of the Shopify and Business Central integration.

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Starting with a painful estimating process that results in customers waiting for quotes and dealing with duplicate, error-prone data entry and job tracking – do you really know the ‘not so soft’ costs of managing your print operation in multiple systems? You may be surprised where you can find real, hidden cash when using a centralized print solution that enables seamless workflows.

Watch this eye-opening, educational webinar to learn where operational vulnerabilities and revenue rifts lurk in your print business. Then, see how Microsoft’s unified print ERP/MIS solution can boost your profitability and productivity by handling every stage, from quote to cash.

Led by print industry infrastructure consultant and specialist, Amy Servi, and the Clients First Print Solutions team, you’ll learn about:
• Where your current systems are failing you and your bottom line
• The impact of disconnected print systems
• How to use software to support workflow, not just a place to store data
• What a centralized print management solution looks like from quote to cash
• Quoting and estimating 50% faster
• Having a single source of truth and removing data chaos once and for all
• And more!

Watch the on-demand webinar today!

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It’s time for the new Microsoft Dynamics 365 Business Central Wave 1 release!

In this edition of Coffee With Chris Webinar, Chris Young covers the 5 most important features for the upcoming Spring release. 

Whether you are an existing Business Central user or considering a migration, this webinar will teach you what you need to know about the latest release from Microsoft. 

Here are the 5 features Chris will be discussing:

1. Sync Master Data Across Multiple Companies
2. Statistical Account Support
3. Analyze, Group, and Pivot Data on List Pages Without Exporting to Excel
4. Drag and Drop Attachments
5. Add Tables and Extension Fields to Lists and Pages

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New ERP software is a significant investment. It comes with substantial risks. And it’s a tangible commitment of time and resources. That’s why starting the selection process can be daunting.

You face concerns: How are we going to gather our requirements? How are we going to find software vendors? Who’s going to lead the demos? Who will understand pricing?

Then, you contemplate and face the decision… “do we need an RFP?”

Fret not. Coffee with Chris is brewing up helpful guidance for you! Join us this month as we discuss the pros and cons of outsourcing software selection. Learn when it can be a benefit and when it can be a hindrance to project success.

We will share the 5 biggest challenges when writing an RFP and how to overcome them so you can get the most value, and productivity, with your partner engagements and proposals.

Don’t let this valuable, informational webinar pass you by!

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Why do so many companies skip this step?

Your software investment is only successful if your people use it. The problem is that compliance in ERP projects is the most common afterthought and is often viewed as an inconvenient task. Without a comprehensive user adoption strategy at the time of rollout, your entire project and business growth are at risk.

With hundreds of successfully adopted ERP upgrades and implementations under our belt, this Coffee with Chris session is here to help you ensure an effective rollout strategy. We’ll cover:

• Common misconceptions about approaching user acceptance and why they backfire
• How to communicate about your ERP solution in alignment with company goals
• Identifying who should be in charge of driving user adoption
• What to do if things don’t go as planned
• The three pillars to ensuring successful adoption and how to get started now

Protect your technology investments and business growth strategy – don’t miss this Coffee with Chris session.

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