List of events
10 June 2025 09:30 - 12:00
Location: Online
Category: Clever Essentials - Intro
Get to know some of the Clever Essentials products, in this session we'll be covering how you can get use out of our most commonly used Clever Essential Apps. How Document Delivery can be used to send emails documents to your customers with ease, ensuring the right people get the right communications. Using Clever Document Links to store relevant and vital files against records in the system. Store, display and inherit comments throughout processes with Clever Comments.
Session 1 of 2
This session will cover Document Delivery, Document Links and Clever Comments.
Session 2 will be held on Tuesday 8th July where we will cover Clever Credit, Clever Document Links and Clever Data Validation. Sign up for session 2.
17 June 2025 09:30 - 12:00
Location: Online
Category: Business Central - Data Storage & Quality
Are you a System administrator who needs to understand how you can control your data within Microsoft Dynamics 365 Business Central? Our session on managing your data will cover how you can review, manage and control the storage of your Business Central system. We'll discuss Data Administration, how to keep your system storage under control with retention policies and date compressions. Plus, we'll show how to make use of apps for the deletion of data or to ensure the quality of data throughout the system is kept to the correct standards.
24 June 2025 09:30 - 12:00
Location: Online
Category: Business Central - Reporting
Microsoft Dynamics 365 Business Central has a number of built in Reports and Reporting tools for you to get the most value out of your data. This session will cover the options you have within standard Dynamics 365 Business Central for making the most out of your data. We'll discuss standard reporting, the Analysis tool for summarising data, excel reporting options and financial reports. See how you can report on your data with what Business Central has out of the box.
1 July 2025 09:30 - 12:00
Location: Online
Category: Business Central - Overview
New to Microsoft Dynamics 365 Business Central or need a refresher on the basics? This session will cover the basics and key skills you need when getting started with Dynamics 365 Business Central, regardless of job role. It will cover the main areas of the user interface, how it looks, how you navigate throughout your system and its data as well as how to personalise and work efficiently within a Business Central system. We'll cover reporting, filtering and the key essentials you'll need to have a basic understanding of how to get started using Business Central.
Who should register?
Designed to expand your understanding of Business Central, sessions and are suitable for live users who are currently “hands on” with Business Central.
Please do not sign up if your company is still in project.
If you are looking for training on specific areas of the system, please get in touch with your Customer Engagement Manager to arrange tailored training.
8 July 2025 09:30 - 12:00
Location: Online
Category: Clever Essentials - Intro
Get to know some of the Clever Essentials products, in this session we'll be covering how you can get use out of our most commonly used Clever Essential Apps. This training session will take you through Clever Document Links, show you how to ensure your data is correct with Clever Data Validation and help you keep on top of what your customers owe you with Clever Credit.
Session 2 of 2
This session will cover Clever Credit, Clever Document Links and Clever Data Validation.
Session 1 will be held on Tuesday 10th June where we will cover Clever Credit, Clever Document Links and Clever Data Validation. Sign up for session 1.
Already missed session 1? Don't worry, we will be releasing more training dates soon.
Who should register?
Designed to expand your understanding of Business Central, sessions and are suitable for live users who are currently “hands on” with Business Central.
Please do not sign up if your company is still in project.
If you are looking for training on specific areas of the system, please get in touch with your Customer Engagement Manager to arrange tailored training.