Take Your Software to the Next Level with our Webinar Series
Realize the full potential of your bcERP and Dynamics 365 software solutions through our webinar series, ERP Unlocked: Using bcERP with Dynamics to Effectively Run Your Business. Taking place in the third week of each month, our next session will be held on January 17, at 2:00 PM ET/11:00 AM PT. We hope to see you there!
Webinar 28: bcPortals
November 22, 2018, 2:00 PM ET/11:00 AM PT
In this webinar, we will demonstrate our new bcPortals functionality, based on the Dynamics 365 web client. bcPortals allow your customers, vendors, growers, and salespeople to access their live data within Dynamics via a secure portal. By granting direct access to important records and data, you can significantly reduce the workload on your AR and AP personnel, as they will no longer be required to provide requested information. The capabilities that are available within a given portal are dependent on the type of user that is accessing the environment. For example, your customers can use the customer portal to log in, see their transactions, and place orders/quotes via a cart. The vendor portal allows your vendors to view open purchase quotes and review posted transactions. Growers can log in to see pending and completed commodity receipts, as well as make updates to their ranches, blocks, and fields. During a growing or harvest season, growers can use the grower portal to monitor received loads and download or view weighmaster certificates. Finally, your salespeople can access Dynamics from the road to review their customers’ information and even enter quotes on their behalf.
This session will include the following:
Overview of bcERP’s customer, vendor, and grower portals
Reviewing and editing information
Item catalog balances
Adding items to a cart and creating quotes
Document search capabilities
ERP Unlocked Archives
Miss a session? Want to re-watch an especially interesting one? Maybe you want to share something with a colleague? Whatever the reason, we have you covered. Our archive contains recordings of previous ERP Unlocked sessions.
Visit the ERP Unlocked Archives page for a full list of available webinars.
About ERP Unlocked
Learning how to use Microsoft Dynamics 365 is not particularly difficult; oftentimes it’s as simple as pressing the F1 button and reading the supplied help file. Learning how to use Dynamics to its fullest potential, on the other hand, is a different story. Oftentimes there are multiple ways to obtain the same result in the system, and the question then becomes which is best for your organization. The answer is a bit more difficult than reading a few help files, and requires a level of knowledge that comes only through years of experience with software projects and implementations.
In business for more than 30 years, we at Beck Consulting possess this level of expertise with both Microsoft Dynamics 365 and our own bcERP product. We are confident that we can provide guidance on the optimal way to configure, manage, and work within your ERP environment, and want you our customer to take full advantage of the wisdom we have to offer. That is why we are excited to bring our monthly webinar series ERP Unlocked: Using bcERP with Dynamics to Effectively Run Your Business to our customers and partners.
ERP Unlocked will be more than just a straightforward product demo or by-the-numbers review of every field on every page. Our goal is to present the same scenarios, events, and challenges that you face in your day-to-day operations, then provide you with the best way to address them.
Our sessions feature in-depth walkthroughs of specific functional areas, as well as add-on applications (offered by both us at Beck Consulting and some of our trusted partners) that we feel can assist our customers in getting even more functionality out of their Dynamics solutions.
» Webinar 28: bcPortals
We continuously add new webinars. Check in with us again to see upcoming webinars. If there is a particular topic or area you would like us to address, please let us know.