How to boost lead generation, nurture and retention in times of uncertainty

Is your marketing delivering or is it time to adapt your marketing strategy?

Given the world we live in today has your audience changed, are you communicating effectively, how do you know?

What’s important, customers, prospects, potential prospects, they all are!

Join our marketing webinar to hear from other marketing professionals about how they are adapting their approach to marketing given the times of uncertainty.

Marketing Roundtable

Why improving payments has a big impact on costs

On the 22nd of October, we are hosting a webinar on why improving payments has a big impact on costs. Adam Flood, Global Partner Manager for GoCardless, who will lead the webinar said, “partnerships with platforms like Xero and Sage have been key in growing to power 50,000 customers Direct Debit payments. Now it’s on to Dynamics 365 and I’m excited about the new opportunity to work with Microsoft Partners to help us both drive value for our customers and win new businesses”. GoCardless have a new extension for Business Central that makes it easy to collect Direct Debit payments from customers worldwide, for one-off or variable amounts. The webinar will cover the following:

  • Why mismanaging payments kills businesses
  • Uncovering the true costs of payments
  • A new ISV solution that can help – GoCardless for Business Central
  • How Microsoft Partners get paid when their customers use GoCardless

Dynamics 365 CRM Webcast

Get the latest insights from Microsoft Dynamics 365 CRM

This series of Dynamics 365 CRM webcasts is intended to share the latest information on Microsoft Dynamics 365 CRM, both from a technical, functional and business perspective.

We hope you find it helpful and visit often.

When signing up you will be notified when the next webinar takes place. Please note, that these webcasts are not identical, we will build upon along the way with knowledge as it becomes available from Microsoft, from ou ISV’s and of course from out our side.

Planning

 

 

Date

Time

Subject

11 May 2020 16:00 – 16:45 CEST Business Application Summit update Watch recording
5 June 2020 15:00 – 15:45 CEST Dynamics 365 CE Licensing
Watch recording
24 June 2020 16:00 – 16:45 CEST Introducing Dynamics 365 Customer and Field Service
Watch recording
4 September 2020 15:00 – 15:45 CEST Dynamics 365 Customer Service
1. Customer Service Hub, Case Management and Queues
2. Managing Knowledgebase and use articles in Case Management
3. Updated Automatic Case creation in the Unified Interface (with Power Automate)
4. Updated SLAs in the Unified Interface (with Power Automate)
Watch recording
16 October 2020 15:00 – 15:45 CET Dynamics 365 Wave 2 Update
Watch recording
6 November 2020 15:00 – 15:45 CET Dynamics 365 Customer Voice
Watch recording

 

Days of Knowledge UK

Days of Knowledge is a new Dynamics 365 Business Central learning Conference focused on educating employees, sharing knowledge and upgrading Business Central professionals across the industry. The UK conference is held in Birmingham, UK. By bringing in industry experts, the aim is to both present the latest knowledge and to educate participants within different existing application areas of Business Central.

The two-day conference offers a combination of product presentations and training sessions – all with Business Central and related products as the main topic.

Who is behind the conference?
Days of Knowledge UK is supported by different partners and Directions 4 Partners. QBS Group is a Platinum sponsor of Days of Knowledge.

Who is it aimed for?

The concept of Dynamics 365 Business Central as an integration platform, breaks barriers between solutions and apps. Responding to this, the Directions EMEA 2019 program will cover a variety of topics of interest not only for the Dynamics 365 partner channels but also for other Microsoft partners serving the SMB market.

The 2020 conference will be an opportunity to learn and enhance collaboration for:

  • Microsoft partners, including all Dynamics 365, former Dynamics NAV, CRM, Office 365, Windows Azure partners, serving the SMB market building their new business model on Microsoft Dynamics 365 Business Central
  • Partners  focused on new customer engagement apps: Dynamics 365 for Sales and Marketing
  • Independent Software Vendors interested in learning how to create apps and extensions for the Dynamics 365 Business Central and AppSource
  • Independent Software Vendors and providers of local solutions that wish to build or expand their network
  • Partner Service Providers and Cloud Solution Providers

The objective of Days Of Knowledge is to empower Dynamics 365 partners serving SMB customers to boost the efficiency of their business in all areas: Executive, Technical, Marketing, Sales, Operations and Strategic Planning.

What you will learn?

Attending Days Of Knowledge ensures a competitive advantage in the SMB market. It helps partners reinvent their business model to quickly respond to digital transformation and customers’ expectations with the most innovative and efficient solutions.

Sessions at Days of Knowledge will provide unique access to the latest knowledge that updates, including:

  • The update on the Roadmap for Dynamics 365 Business Central on-premises and cloud
  • The Modern Client and best practices for developers incl. Visual Studio Code and AL
  • The upgrade of existing NAV customers to Dynamics 365 Business Central
  • Customer engagement apps: Dynamics 365 for Sales and Marketing
  • Technical and implementation issues of Microsoft Dynamics 365  Business Central, and former NAV versions
  • ISV solutions and offerings, technical and marketing validation on AppSource
  • Strategies for successful marketing, sales of Dynamics 365 Business Central cloud and on-premise
  • Business models for Dynamics 365 Partners, including Cloud Solution Provider and ISV Embed (Cloud) programs

Sessions also covered other topics, the knowledge of which is a prerequisite for gaining a competitive edge on the SMB market:

  • Azure, Extensions, Machine Learning, AI, Telemetry, Office 365 integration, Cognitive Services, Power Apps, Power Flow, Power BI, Docker

Dynamics 365 Update Webcast

Get the latest insights from Dynamics 365 and get inspired by QBS Group.

This series of webcasts is intended to share the latest information on Microsoft Dynamics 365, Power Platform, CRM and related ISV solutions, both from a technical, functional and business perspective. Along the year we will keep you informed about the latest news from Microsoft biggest events like Microsoft Inspire, Directions ASIA, North America and EMEA.

Besides sharing information, we will also update you on the services portfolio from QBS Group.
After each presentation, there is room for questions and discussion.

We hope you find it helpful and visit often.

When signing up you will be notified when the next webinar takes place. Please note, that these webcasts are not identical, we will build upon along the way with knowledge as it becomes available from Microsoft, from our ISV’s and of course from out our side.

Target audience

Business owners and Technical people
Planning

Date

Time

28 January 2021 13:00 – 14:00 CET
25 February 2021 13:00 – 14:00 CET
25 March 2021 13:00 – 14:00 CET
29 April 2021 13:00 – 14:00 CEST
27 May 2021 13:00 – 14:00 CEST
1 July 2021 13:00 – 14:00 CEST
30 September 2021 13:00 – 14:00 CEST
28 October 2021 13:00 – 14:00 CET
25 November 2021 13:00 – 14:00 CET

Agenda

13:00 – 13:20 – Dynamics 365 Business Central update – William van Voorthuijsen
13:20 – 13:40 – Dynamics 365 CRM and Power Platform update – Chris Parkes

Presenters

William van Voorthuijsen
William van Voorthuijsen
Dynamics 365 Business Central Partner Technical Strategics
Chris Parkes
Chris Parkes
Dynamics 365 CRM and Power Platform specialist

QBShare UK Online!

We cordially invite you to our QBShare Online event taking place on Friday, December 4th 

The agenda is jam-packed with top-of-mind subjects led by QBS and Microsoft experts. We will also invite some of our partners to share great stories from the front-line.

Time Presenter Topic Duration
10:00  Will McIntee Welcome and vision 30 mins
10:30  Will McIntee News and feedback 30 mins
Break – 30 mins
11:30   Phil Gibbins & Chris Parkes Brexit –  Time is running out 30 mins
12:00  Will & Claus Busk Anderson, Director of Platform Program Management at Microsoft, Dynamics 365 Business Central Fireside chat  30 mins
Break – 15 mins
12:45 Michael Chewter Power Platform 30 mins
13:15 Will McIntee Ask the audience Quiz & Toast 10 mins – 10 hrs
End 14:00 Will McIntee QBStarz 5 mins

QBS group Ready to Start Strategy Day

When: 26th September 2019

Where: Microsoft Campus, B3-1-E Eaglestone

Who: Business Owners, MD’s, CIO’s, CTO’s, Sales Directors

What this event gives you

The QBS Ready to Start Strategy Kick-off Day will introduce key decision-makers to the world of Dynamics 365 Business Central.

From understanding the offering, the positioning, to understanding how best to pull together a Business Central Practice, this day will provide insightful information required to assist ambitious prospect companies to become a Reseller.

The day includes sessions from Will McIntee (QBS UK Country Lead), Andy De Rosa (QBS Program Manager), Mathew Batterbee (Microsoft Surestep Team) and a BC Demo from our in-house guru Berny During.

Agenda:

09:00-09:30 hrs Arrival and registrations/coffee & tea
10:00-11:30 hrs Building a Business Central Practice

Hear about what it takes to become a successful Business Central reseller by working together with QBS Group

Presenter: Will McIntee

11:30-11:45 hrs Coffee Break
11:45-12:45 hrs FY20 Partner Toolkit

Get introduced to the new FY20 Partner Toolkit and learn how to leverage its benefits to help your business grow

Presenter: Mathew Batterbee

12:45-14:00 hrs LUNCH
14:00-15:15 hrs Introduction to Business Central – Understanding Microsoft

Learn how the Dynamics ERP Partner Channel operates, understand the history of BC, pricing and technical skillsets required to construct the right team

Presenter: Andy De Rosa

15:15-15:30 hrs Coffee Break
15:30-16:30 hrs BC “Demo to Win”

Having incorporated the “Demo to Win” methodology into his BC demo, learn how Berny delivers a winning demo.

Presenter: Berny During (remotely)

 

16:30-17:00 hrs Wrap-up and travel home

 

 

Inventory Essentials Training

Introduction

From the course “Sales and Purchase Order training” we have established the basics for trade, either as a supplier or a customer. But Business Central can do more than just order things and manage finances. Join us for this basics course to Inventory, where we will show you that with a bit of setup, you will be able to control various inventory management tasks.

This course covers content on Item Reservations, which is an invaluable tool that allows you to allocate existing or future stock to a specific sales order. This makes sure that the order can be shipped on the planned shipment date, and keep the customer happy. Similarly we will look at Item Substitutions, so should there be a stock shortage you can still meet the customer’s needs with inventory items of comparable quality, function and price. We will also look at Item Cross References, which is extremely handy for customer item references or if you use barcode scanning.

Finally, we will delve into the world of Assembly Management. You may bring items together into a gift set or kit, or alternatively create finished goods by combining raw materials in a process that doesn’t require manufacturing functionality. We will see how to set up a bill of materials (BOM) for assembly, and look at reservations and item tracking for assembly items. We will look at how to sell Assemble to Order items and Inventory items together, and how to manage shipments of Assemble to Order Items.

Course Overview

The following is a list of the subjects covered in the course.

  • Item Cards
  • Creating an Item
  • Inventory Management
    • Item Availability
    • Item Journals
    • Item tracking
    • Multiple Locations
  • Sales Order Management
    • Item Reservation
  • Customer Service Features
    • Item Substitutions
    • Cross References
  • Assembly Management
    • Assembly Setup
    • Assembly Items and Bill of Materials
    • Assemble to Order
    • Reservations and Item Tracking
    • Selling ATO Items and Inventory Items Together
    • Assemble to Order Shipments

 

Pre-requisites

This course is applicable to those with a basic understanding of Business Central or Recent Versions of Dynamics NAV. Preferably you should have been on course “Introduction to Business Central”, “Sales and Purchase Order training” but this is not mandatory.

Prices

Our scheduled training courses are £450.00 per person per day or 1 QBS Training Voucher.

Terms & Conditions

For details on what to expect, dress code and general terms and conditions, please see our standard training T&Cs.

Terms & Conditions

Alternative dates

  • 10th October
  • 14th November

 

Sales and Purchase Order Training in Business Central

Introduction

Sales Order Processing (SOP)

For companies to survive, you must keep customers happy. Therefore, a quick and accurate response to inquiries, such as the price of a product or the expected delivery date of a shipment, is important to the sales process. So, too, is the capacity to reserve inventory for a customer.

This course covers all the major steps involved with Sales Order Processing in Business Central, from sales pricing and discounts, how to process and invoice an order and also how to manage returns, all from within Business Central. We will cover the impact all of this has on your Chart of Accounts, and close the process by examining what to do when you receive the funds for the invoiced amounts.

Purchase Order Processing (POP)

Timely purchases that are made at the best price improve a company’s inventory management, reduce costs, and have a direct effect on the company’s ability to satisfy their customers.

This course covers all the major steps involved with Purchase Order Processing in Business Central, from setting up purchase pricing and discounts, creating and posting a quote, then an order, and finally an invoice. We will show you how to manage vendor prepayments and see how the “suggest vendor payments function” works for payment journals and how to process item charges. Then we will look at processing returns to a vendor.

We will take a look at the Requisition Worksheet. This functionality allows you to calculate a plan that determines which items to order, the quantities required and when to order them, based on sales orders and stock levels.

Course Overview

The following is a list of the subjects covered in the course.

  • Sales Order Management
    • Manage Sales Transactions
    • Prepayments
    • Deferrals
    • Posting Orders
    • Drop Shipments/Special Orders
  • Sales Prices and Discounts
    • Sales Prices
    • Sales Line Discounts
    • Invoice Discounts
  • Returns Management
    • Setup
    • Managing Customer Returns
  • Purchase Order Management
    • Set Up Purchase Order Management
    • Purchase Quote/Order
    • Purchase Prices and Discounts
    • Invoice and Line Discounts
    • Vendor Prepayments
    • Suggest Vendor Payments
  • Item Charges
    • Item Charge Setup
    • Purchase Item Charges
  • Returns Management
    • Manage Vendor Returns

 

Pre-requisites

This course is applicable to those with a basic understanding of Business Central or recent versions of Dynamics NAV. Preferably you should have been on course Introduction to Business Central, but this is not mandatory.

Prices

Our scheduled training courses are £450.00 per person per day or 1 QBS Training Voucher.

Terms & Conditions

For details on what to expect, dress code and general terms and conditions, please see our standard training T&Cs.

Terms and Conditions

Alternative Dates

  • 8th October
  • 12th November
  • 10th December

Finance Essentials in Business Central

Introduction

Microsoft Dynamics 365 Business Central has a complete suite of functionality for all aspects of finance. The course will give an overview of Finance in turn and demonstrate how to get the most from your Dynamics 365 Business Central package.

This training course is aimed at people new to Dynamics Business Central who want to know how to perform standard accountancy functions. It is also suitable for people who are new to Dynamics 365 and have joined an organisation using one of the recent versions.

This course runs over 1 day at our Locks Heath site.

Course Overview

The following is a list of the subjects covered in the course.

  • Introduction
  • Financial Management Setup
  • Chart of Accounts
  • General Journals
  • Bank Account Management
  • VAT
  • Financial Reporting and Analysis
  • Budgets
  • Multicurrency

Pre-requisites

You must have a basic knowledge of using Dynamics 365 Business Central or Dynamics NAV, as covered by our Introduction to Business Central course.

Prices

Our scheduled training courses are £450.00 per person per day or 1 QBS Training Voucher. If you are coming to our site, parking and refreshments will be provided.

Terms & Conditions

For details on what to expect, dress code and general terms and conditions, please see our standard training T&Cs

Terms & Conditions

Alternative dates

  • 2nd October
  • 5th November
  • 4th December

Introduction to Business Central

Introduction

The Introduction to Business Central course is designed to help you get the most out of Business Central by optimising your role centre, pages and introducing improved filtering and navigation techniques.

For the first half of the day, you will be shown how to navigate around the system. You will be shown how to personalise different pages to suit your role including Factboxes, FastTabs, Ribbons, the Navigation Pane as well as the Role Centre so everything is at your fingertips. Additionally, you will learn how to filter a page using shortcuts, which can then be made into a graph to display on your role centre for a visual representation of your data.

For the second half of the day, you will be shown the functions that will likely form part of your day to day roles, such as creating and posting a sales or purchase orders and populating journals.

Course Overview

The following is a list of the subjects covered in the course.

  • Introduction
  • User Interface
  • User Personalisation
  • Basic Functionality
  • Introduction to Creating Documents
  • Sales Orders & Invoices
  • Purchase Orders and Invoices
  • Departmental Overview
  • Overview of Business Central Reporting

Pre-requisites

No prior experience of Business Central is required. The course will be led on the latest version of Business Central, but the content will apply to users of NAV 2013 onward and all versions of Business Central.

Prices

Our scheduled training courses are £450.00 per person per day or 1 QBS Training Voucher.

Terms & Conditions

For details on what to expect, dress code and general terms and conditions, please see our standard training T&Cs.

Terms & Conditions

Alternative dates

  • 1st October
  • 5th November
  • 3rd December

 

Microsoft Dynamics 365 Business Central – introduction webinar for resellers – July 2019

Are you planning to start up your own business on Dynamics 365 Business Central? Just a little over a year ago Microsoft launched their business solution Dynamics 365 Business Central. This is a full SMB solution including finance, CRM, HR and field service functionality. More and more customers are no longer satisfied with single purpose applications. A lot of companies are realizing the value of offering such a complete solution – whether they’re already reselling or simply can’t resist the opportunities they see. Are you also tempted? We can’t blame you – we also believe that it’s a winning formula!

You might recognize yourself in one of the following descriptions:

  • You are already selling other Microsoft products – but want to add to your “stickyness” with customers, and you know that being provider of their backbone systems will create even stronger foothold with clients
  • You are reselling other ERP solutions – but you want to broaden your portfolio, and you know that Microsoft solutions are a wise bet
  • You are offering accounting services – and have been looking for a way to add relevance to this service – and you know that being the provider of the accounting system of your clients is the way forward.

Come to this webinar to hear about how to get ready to sell, implement at support customers on Dynamics 365 Business Central. We call our program “Ready to Start Dynamics 365 Business Central” – but in this free webinar you will get a pre-taste of what the program includes.

 

Ready to Start - Dynamics 365 Business Central

Want to start a Dynamics 365 Business Cenrral business? Let us help! #dynamicspartnerfanatics

 

 

We also offer following services:

Ready to Start – Customer Engagement (if you’re interested in starting up a CRM business)

Ready to Go – Business Central (if you are an ISV that wants to update your solution to D365 from NAV)

Microsoft Dynamics 365 Business Central – introduction webinar for resellers

Are you planning to start up your own business on Dynamics 365 Business Central? Just a little over a year ago Microsoft launched their business solution Dynamics 365 Business Central. This is a full SMB solution including finance, CRM, HR and field service functionality. More and more customers are no longer satisfied with single purpose applications. A lot of companies are realizing the value of offering such a complete solution – whether they’re already reselling or simply can’t resist the opportunities they see. Are you also tempted? We can’t blame you – we also believe that it’s a winning formula!

You might recognize yourself in one of the following descriptions:

  • You are already selling other Microsoft products – but want to add to your “stickyness” with customers, and you know that being provider of their backbone systems will create even stronger foothold with clients
  • You are reselling other ERP solutions – but you want to broaden your portfolio, and you know that Microsoft solutions are a wise bet
  • You are offering accounting services – and have been looking for a way to add relevance to this service – and you know that being the provider of the accounting system of your clients is the way forward.

Come to this webinar to hear about how to get ready to sell, implement at support customers on Dynamics 365 Business Central. We call our program “Ready to Start Dynamics 365 Business Central” – but in this free webinar you will get a pre-taste of what the program includes.

 

Ready to Start - Dynamics 365 Business Central

Want to start a Dynamics 365 Business Cenrral business? Let us help! #dynamicspartnerfanatics

 

 

We also offer following services:

Ready to Start – Customer Engagement (if you’re interested in starting up a CRM business)

Ready to Go – Business Central (if you are an ISV that wants to update your solution to D365 from NAV)

 

 

Get updated on – Inspire, Directions, eXtreme.

Every year there are a number of global or regional events that are relevant for the Dynamics partner channel – and in case you not in the fortunate situation where you simply book a ticket to each of them – which one to choose? Or what if you don’t have time to participate at all?

As a QBS partner you’re NOT left in the dark if you don’t have time to participate. At QBS group we participate in all of these events, Microsoft Inspire, eXtreme and Directions, with a number of people. We participate not only as QBS people – but also as representatives of the entire QBS partner community. Speaking our case – and bringing back the news and information that we all need to keep on forefront with our business.

We will keep you informed in various ways. Blogs, videos, webinars – and for Directions EMEA we are also producing our well-known business report providing a more in-depth look at the here and now status of the Dynamics business.

This page will always list the news from the most recent events – as well as list registrations for upcoming update events.

Microsoft Inspire 2019

inspire 2019

Directions North America 2019

took place in May 2019 – below are the recordings of the QBS recap videos and calls.

directionsna

See video report from day 1

See video report from day 2

See video report from day 3

Webinar: “Hot News from Directions North America 2019” – 13 May, 15:00 – 15:30 CET. See recording here on the QBS Partner Portal (login required)

Come Dine With Us! QBShare is almost upon us and the time has come to choose your dinner options!

We are so pleased you are able to join us for QBShare UK on the 23rd and 24th May. Along with a great agenda over the two days, we are also going to have a great evening with entertainment and dinner.

Please click on the yellow ‘choose now’ button below and choose your options from the drop-down menu.

For any dietary requirements please email rhaines@qbsgroup.com

Also, during the afternoon of the 23rd we are going to be splitting the room into two group topics ERP & CRM. In order to not miss out, we advise that there are at least two people from each business attending QBShare so you are able to attend a session each.

Here is the registration page again should you wish to pass this invite on to your colleagues www.qbsgroup.com/en-uk/event/qbshare-uk/

Monthly Dynamics Channel Partner Call

QBS Group are Dynamics partner fanatics and we believe communication is key to ensure you are the best informed Dynamics partners! Therefore, the third Friday of each month QBS Group along with guest speakers will be discussing top of mind subjects in this one hour call. You will have the opportunity to have your burning questions answered and get the complete low-down of all things Dynamics.

Pre-recordings and new dates for your diary:

Create more leads and win more deals through customer education

These days, IT innovation develops faster than ever before in history. While that opens great opportunities for organisations all over the world, it also creates a lot of stress since failure is not a realistic option (anymore).

Here are some of the dilemma’s for your prospects and customers:

  • We know we must modernise our business processes to stay relevant. But how to change the organisation? And what is the best timing?
  • How can we measure the expected continuity of the vendors on our shortlist?
  • How can we motivate our team members to put full energy into the project?
  • Should we migrate to the cloud now or is it better to wait?
  • We want our staff to be more agile in their thinking and their ability to change. But how do we get there? And what is the exemplary behavior needed from the management?
  • How can we avoid that Digital Transformation turns into ‘just another IT project’ with even more complexity?
  • How can modern IT tools support us in putting our customers first?

Where are your customers today?

In order to keep up with the competition, your projects must be successful in the first attempt. With a short Time-to-Value. Unfortunately, most of your existing and future SMB customers don’t have the knowledge, the persuasion nor the power to take the best decisions. Most of them select and implement for the first or second time in their lives. As a result, that creates big uncertainty. So it’s no wonder that ‘No Decision’ has developed into everybody’s biggest competitor these days!

Customer education

Modern and innovative Microsoft Dynamics partners focus on educating their customers and help them prepare for Successful Projects. Rather than pushing their solutions. This attitude not only helps them to create more leads and win more deals. It also secures the right support from their customers’ top-management when implementing these solutions.

About this webinar

In this free, 40 minutes webinar, Guus Krabbenborg will share his observations and the results he has achieved by his extensive customer education activities. He will inspire you regarding the best way to approach customers and prospects. Next to that, he will also position three different education formats. And shares the options he sees for your company to start delivering one or more of these formats yourself shortly. Guus has been delivering ERP and CRM Masterclasses to potential buyers ever since 2005.

This is a webinar that you definitely don’t want to miss!

Microsoft Dynamics 365 CE – update on price changes

Microsoft is introducing new database storage pricing plans for PowerApps, Dynamics 365 Customer Engagement which will come into effect on 1 April, 2019

As your trusted advisor on Dynamics we offer you a short webinar where we will be going through these changes and offer you some advise on how you should tackle.

Dynamics 365 for Talent Webinar

Join Jenny and Imad from Microsoft and our webinar on Dynamics 365 for Talent.

Our Dynamics 365 for Talent represents a great opportunity for you to bring your customers great value through the Microsoft cloud. Join QBS and Microsoft on this one hour webinar to find out more about the opportunity for yourself and your customers.

The agenda for the call will cover:

  • What is Dynamics 365 for Talent
  • Building capability and selling Dynamics 365 for Talent