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Day 4: Budgeting/Forecasting

During this day, we discuss how your business can use budgeting/forecasting to transform the way you work and improve your overall efficiency & productivity.

Please find below a schedule for the day where you can register for individual talks that will be taking place online.



10:00 - 10:30 - Transform your business with Sales Forecasting in Dynamics 365/CRM - Presented by Sven Kolczak, New Business Sales & Account Manager Advantage

In this webinar, we provide you with an overview of how using Sales Forecasting in Dynamics 365/CRM can help your business to transform the way you work. 

Register for this webinar

10:40 - 11:10 - Are you making the most of the out of the box budgeting/forecasting functionality in Dynamics GP?  - Presented by Padraig Kelly, New Business Sales & Account Manager Advantage & Sharon Sturgess, Dynamics GP Consultant Advantage

In this webinar, we give you an overview of the out of the box budgeting/forecasting functionality that is available in Dynamics GP to see if you are making the most of it. 

Register for this webinar

11:20 - 11:50 - Are you maximising your use of the out of the box budgeting/forecasting functionality in Dynamics NAV/Business Central? - Presented by Martyn Kemp, New Business Sales Manager Advantage

In this webinar, we showcase the out of the box budgeting/forecasting functionality that is available in Dynamics NAV/Business Central to see if you are using your solution to its full potential. 

Register for this webinar

12:00 - 12:30 - Prepare for the future – Improve your Budgeting and Financial Planning processes – Presented by Mandy Rai, Solver & Phil Talman, New Business Development Manager Advantage

As 2020 has shown, you can never be too prepared – especially when it comes to the financial side of a business.  

To help plan for the future and streamline budgeting and financial processes, Solver offers a market leading CPM solution to help your company work more efficiently in any economic climate. 

With Solver’s cloud-based financial planning and analysis (FP&A) software, you can maximize your company’s capacity for innovation and competition.  

Solver offers cutting-edge planning tools that help you keep up with larger businesses and react to market trends with multi-scenario and driver based planning. It enables you to consolidate all your important data either from multiple data sources or from multiple entities, as well as automating your planning processes in a single web based platform. 

Join this session to learn more about Solver.   

Register for this webinar

12:40 - 1:10 - Break

1:20 – 1:50 – Jet Reports: How to Build Budgeting Reports within Excel – Presented by Rob Jackson, Jet Global & Gary Griffin, Dynamics Account Manager Advantage 

Are your current reporting & analytics processes allowing you to successfully operate remotely, whilst giving you all the data you need? The reality is, most companies are still relying on manual, time consuming, and error prone processes to get critical information from their Microsoft Dynamics systems. 

Join Jet Global as we show you how to quickly and effectively, build and format a report showing your GL Balance vs your Budget, using the much loved Microsoft Excel. 

Register for this webinar

2:00 - 2:30 - Break

2:40 - 3:10 - Shrink Your GP Database & Improve Performance with Company Data Archive - Presented by Griffin Swanson, Professional Advantage & Phil Talman, New Business Development Manager Advantage

Company Data Archive (CDA) is an ideal way to move historical information from your ‘live’ company to an ‘archive’ company. Archiving your data will reduce the size of your live company database and improve system performance while posting, running reports, performing file maintenance, and day-to-day use of Dynamics GP.

Many customers have used this module to reduce the size of their Dynamics GP databases and speed up their GP processes!

Register for this webinar

Please note: All attendees need to be individually registered.

**Given the confidential nature of some of the material at this event, Advantage Business Systems Limited reserve the right to decline access/registration to any application for online attendance at their discretion**