- Chapter 1 –Introduction and Overview
- System Requirements
- Installation Overview
- New Features and Functionality
- Changes in Functionality
- Missing Features
- FRx Add-On Products that are not in MR
- Dynamics CRM Roadmap as of Fall 2011
- Product Demonstration
- Chapter 2 –Migration with Errors
- Run the Migration Wizard
- Chapter 3 –Correct Errors in FRx Prior to Second Migration
- Correct Errors
- Chapter 4 – Second Migration from FRx to Management Reporter
- Chapter 5 – Correct Remaining Errors in Management Reporter
Register
Upcoming Events
Sep
30
Wed
3:00 pm
Prospero Overview Demo
Prospero Overview Demo
Sep 30 @ 3:00 pm – 4:00 pm
Join us for a free, 60-minute overview demo of our flagship Prospero financial reporting and budgeting solution.
Oct
13
Tue
1:30 pm
Prospero Reporting: Forecast rep...
Prospero Reporting: Forecast rep...
Oct 13 @ 1:30 pm – 2:30 pm
Noah Moseley walks through the design and configuration of forecast reports. Email Noah directly with any questions prior to this webinar.
3:00 pm
Prospero Budgeting: Preparing fo...
Prospero Budgeting: Preparing fo...
Oct 13 @ 3:00 pm – 4:00 pm
Noah Moseley discusses the steps to get started on your 2021 Budget in Prospero. Email Noah directly with any questions prior to this webinar.
Oct
14
Wed
3:00 pm
Prospero Overview Demo
Prospero Overview Demo
Oct 14 @ 3:00 pm – 4:00 pm
Join us for a free, 60-minute overview demo of our flagship Prospero financial reporting and budgeting solution.
Oct
15
Thu
10:30 am
Microsoft Forecaster: Preparing ...
Microsoft Forecaster: Preparing ...
Oct 15 @ 10:30 am – 11:30 am
Noah Moseley discusses the steps to get started on your 2021 Budget in Forecaster. Email Noah directly with any questions prior to this webinar.
12:00 pm
Management Reporter: Forecast re...
Management Reporter: Forecast re...
Oct 15 @ 12:00 pm – 1:00 pm
Noah Moseley discusses ways to design forecast reports to use through the end of the year. Email Noah directly with any questions prior to this webinar.
Oct
28
Wed
3:00 pm
Prospero Overview Demo
Prospero Overview Demo
Oct 28 @ 3:00 pm – 4:00 pm
Join us for a free, 60-minute overview demo of our flagship Prospero financial reporting and budgeting solution.
Nov
11
Wed
3:00 pm
Prospero Overview Demo
Prospero Overview Demo
Nov 11 @ 3:00 pm – 4:00 pm
Join us for a free, 60-minute overview demo of our flagship Prospero financial reporting and budgeting solution.
Nov
17
Tue
1:30 pm
Prospero Reporting: Variance Rep...
Prospero Reporting: Variance Rep...
Nov 17 @ 1:30 pm – 2:30 pm
In this session, Nick Sercer will highlight techniques for comparing data across multiple book codes and year to year. Email Nick directly with any questions prior to this webinar.
3:00 pm
Prospero Budgeting: Importing, E...
Prospero Budgeting: Importing, E...
Nov 17 @ 3:00 pm – 4:00 pm
In this session, Nick Sercer explores various techniques for importing/exporting and copying data in Prospero. Email Nick directly with any questions prior to this webinar.
Nov
19
Thu
10:30 am
Microsoft Forecaster – Designing...
Microsoft Forecaster – Designing...
Nov 19 @ 10:30 am – 11:30 am
Nick Sercer reviews techniques for creating unique, custom input templates in Forecaster to help your budget contributors focus on what is most important. Email Nick directly with any questions prior to this webinar.
12:00 pm
Management Reporter – Focus on t...
Management Reporter – Focus on t...
Nov 19 @ 12:00 pm – 1:00 pm
In this session, Nick Sercer will highlight different features and techniques related to Column Definitions including use of Attributes, multi-period columns, start/end dates and many more… Email Nick directly with any questions prior to this[...]
Nov
20
Fri
11:00 am
D365 Financial Reporter – Basics
D365 Financial Reporter – Basics
Nov 20 @ 11:00 am – 5:00 pm
This course will focus on introducing and demonstrating the concepts of Dynamics 365 Financial Reporter to users who are new to the product. The class will start with a brief demonstration, and then move on[...]