What attendees are saying about the Summit Roadshow:
<div>"The level of interactivity and knowledge of the presenters was fantastic. It helped that each of the sessions were deeper dives into areas that we are already somewhat interested in."&nbsp;</div>
<div>Suf Hayes, Corporate Business Development Manager, Stein Industries, Inc.&nbsp;</div>
<div>&nbsp;</div>
<div>"I didn't know what to expect from a free day like this. I ended up finding it super beneficial and nicely put on. The speakers were knowledgeable, and the sessions had relevant content for users."&nbsp;</div>
<div>Ashley Thole, Business Analyst, Life-Science Innovations&nbsp;</div>


What you can expect:
Summit NA is awesome, but it only happens once a year in October, so we are taking this “for user, by user” experience on the road to pack in a day of sessions organized by user group – Business Central, Finance &amp; Operations, GP &amp; CE/CRM, Power Platform — that will deliver a skinny version of the tips, tricks, and tutorials we all go to Summit for.
It’s&nbsp;NOT&nbsp;your average local user group meeting, and it’s&nbsp;FREE&nbsp;for all users to attend, a&nbsp;single day&nbsp;to go deep on:
<ul><li>Innovation: Learn what is new &amp; upcoming per Business App</li><li>Education: For user, by user experts leading each session per product</li><li>Training: Tips, tricks, how-to and tutorials you can put in action</li><li>Community: Meet other users, build connections &amp; share ideas</li><li>Solutions: Connect with leading Summit NA sponsors joining us</li></ul>

The Chicago Summit NA Roadshow is sponsored by Solver, Nexer and Logan Consulting.&nbsp;

Summit NA Roadshow - Chicago

Forest - GP

In this session we will discuss what it looks like to stay on Dynamics GP vs. switching to another ERP.

If you are staying on Dynamics GP, topics that will be discussed include the support lifecycle, upgrades, and optimization.

If you are leaving Dynamics GP, we will dive into what that process looks like.

Microsoft Dynamics GP - Should I Stay or Should I Go?

Dynamics GP users have a need reports that are quick to generate and don't impact the performance of the accounting system. This session will walk through a process to build an external reporting database and use it for reporting. 

GP - Creating a Reporting Database for GP

Dive into the lesser-known and newly released features within Dynamics GP in this session. Whether you're a seasoned Dynamics GP user or new to the software, you'll discover a wealth of features that can improve efficiency, enhance your workflow, and unlock new potential. Join us to uncover these hidden gems and fresh features with time for Q&A after the presentation.

GP - Hidden Gems & Fresh Features in Dynamics GP

How to use automation tools and reporting tools available with Dynamics GP to stay on top of everything and reduce manual efforts within your organization.  Topics will cover Business Alerts, SQL Alerts, SSRS Reports with Report Builder, Excel Reports, Scheduling Tasks To Run Automatically Using Macros, and much more.

GP - The Strategic CFO Toolset

YOU WILL LEARN - In the session, learn how to add functionality to SSRS forms and reports WITHOUT writing code
1.	Add popups or images based on customer criteria (example: add “You are Past Due” to an invoice).
2.	Add links to other forms or windows (example: add a "PAY NOW" image to an invoice form that will, by clicking, will launch an ACH or Credit Card form allowing a customer to submit a payment on the spot).
3.	Build templates - pull from multiple data sources (example: simultaneously combine data from multiple applications such as Wennsoft that will automatically change based on the specific customer or invoice data or invoice type or collection terms).
4.	Track emails sent - build an SSRS form(s) that pull data from your Mail Server that will date, time and user track successes or failures in sending emails that include SSRS form attachments.
Bonus
5.	Batch Emailing – send email batches with SSRS attachments using Email Templates where the (1) Subject Line, *(2) Message, (3) signature and (4) Invoice # auto change based on the customer.
6.	Add & Track Customer Notes & Activities – See how notes and activities can be added to a customer record or invoice so that collection or CRM history can be kept for every customer.
7.	Attachments to AR/AP Inquiries -see the ability to ADD an attachment to an AR and AP invoice and/or payment view within the application. 
8.	PrismView™ – sneak preview of the tool that make Excel Exports or SmartLists obsolete.
