This one-day event brings you information about your Dynamics investment—tips on the tools you use daily and networking opportunities with your peers and industry professionals.

We will have two tracks with sessions offered in Dynamics GP and emerging technologies.
Our consultants will also be available for one-on-one conversations, and the ISV Expo is a great place to visit and see all the great add-on products in the ISV community.

Topics include:
  • Dynamics GP 2013 The latest version of Dynamics GP has over 150 features, giving people more value than any other release. Learn more about the new features and functionality, and gain a better understanding of how to leverage them in your organization. In this session we will also review some tips for a successful upgrade.
  • Management Reporter – Have you moved to Management Reporter? Get information on the latest release and tips for migrating from FRx. Learn the basics and then take a deeper dive to make the most of your financial reports.
  • SharePoint – Looking for ways to leverage SharePoint for intranet and document management needs? We’ll share different ways you can extend the functionality of your Dynamics products using SharePoint, as well as how to take advantage of SharePoint to automate business processes and incorporate document management into your organization.
  • Tips and tricks – Everyone’s favorite session. Tips will be provided on how to get more out of your existing Dynamics GP solution. Get tips for the latest releases and review some features you may have overlooked.
  • Reporting tools – Overwhelmed by the number of reporting options available or feel like you are not taking full advantage of the tools you use? We will provide an overview of the reporting tools options available in Dynamics GP as well as showcase how to determine which reporting tool is best for the job.
  • SmartList/Excel Builder – Have you ever wanted to report on data that you know is in Dynamics GP, but you can’t find it in a standard smartlist? In this session, you will learn how to build and publish your own smartlists using SmartList Builder with the Excel Report Builder tool.
  • Other tools Get an introduction to several little known tools that are available: Professional Service Tools Library, Dynamics Debugger, Modifier and Field Level Security.
  • Corporate Performance Management (CPM) Learn how CPM systems help clients solve financial and operational reporting and analysis challenges through a look at several client case studies. CPM systems typically address automating processes including budgeting, forecasting and planning, financial consolidations and performance management (such as advanced analysis and dashboards) in order to improve business intelligence and outcomes. 
  • Integrating Dynamics CRM with Dynamics GP There are a number of benefits to your company by integrating Dynamics CRM with your Dynamics GP system. Learn how your company can benefit from this Dynamic Duo and find out what is new in the upcoming release of Dynamics CRM 2013.
  • Payroll and human resources Did you know the last three versions of Dynamics GP have included many new features to the payroll and human resources modules? In this session we will cover many of these features as well as providing some ideas for using Dynamics GP to support some of the anticipated reporting requirements for the Affordable Care Act.

Event registration

Tuesday, Oct. 15, 2013
8 to 9 a.m. Registration, breakfast and ISV Expo
9 a.m. to 5 p.m.

Prairie Meadows
1 Prairie Meadows Drive
Altoona, IA 50009

$100 per attendee

To register, please complete the following and submit. You will receive a confirmation email after you register.
After submitting below, you will be redirected to a secure payment site.

     © 2013 McGladrey LLP. All Rights Reserved.                                                                                                                                                                                    Legal.
McGladrey's 2013 Microsoft DynamicsTM Summit

CPE credit available
McGladrey LLP is pleased to offer up to five CPE credits for attending this event.
McGladrey LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Advanced preparation: None. Program level: Basic. Prerequisites: . Field of study: Business management and organization. CPE credit: 5.0.