- 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
Apr
9
Thu
12:00 pm
Management Reporter – Tidbits: M...
Management Reporter – Tidbits: M...
Apr 9 @ 12:00 pm – 1:00 pm
Management Reporter comes with so many built-in bells and whistles that it is hard to know about them all. In this webinar, Noah Moseley will explore some of these features such as sorting data, wildcards[...]
1:30 pm
Microsoft Forecaster – Budgeting...
Microsoft Forecaster – Budgeting...
Apr 9 @ 1:30 pm – 2:30 pm
Microsoft Forecaster has a built-in option for budgeting Human Resources and payroll data. In this webinar, Noah Moseley will review the setup and data entry for this powerful, yet easy-to-use, integral part of the budget[...]
Apr
14
Tue
1:30 pm
Prospero Budgeting: Human Resour...
Prospero Budgeting: Human Resour...
Apr 14 @ 1:30 pm – 2:30 pm
Nick Sercer will review the easy setup needed for budgeting Human Resources and Capital in Prospero. Email Nick directly with any questions prior to the webinar.
3:00 pm
Prospero Reporting: Security, Re...
Prospero Reporting: Security, Re...
Apr 14 @ 3:00 pm – 4:00 pm
Nick Sercer will explore Prospero security settings, report distribution, graphing and drilldown for financial reporting. Email Nick directly with any questions prior to the webinar.
Apr
15
Wed
3:00 pm
Prospero Overview Demo
Prospero Overview Demo
Apr 15 @ 3:00 pm – 4:00 pm
Join us for a free, 60-minute overview demo of our flagship Prospero financial reporting and budgeting solution.
Apr
16
Thu
11:00 am
Introduction to Management Reporter
Introduction to Management Reporter
Apr 16 @ 11:00 am – 5:00 pm
This course will focus on introducing and demonstrating the concepts of Management Reporter to users who are new to the product. The class will start with a brief demonstration, and then move on to an[...]
Apr
17
Fri
11:00 am
Advanced Management Reporter
Advanced Management Reporter
Apr 17 @ 11:00 am – 5:00 pm
Take your MR knowledge to the next level, and learn to create advanced financial reports like: balance sheets, statements of cash flows, and multi-company consolidations. In this deep dive we’ll also cover spreadsheet linking, and[...]
Apr
29
Wed
3:00 pm
Prospero Overview Demo
Prospero Overview Demo
Apr 29 @ 3:00 pm – 4:00 pm
Join us for a free, 60-minute overview demo of our flagship Prospero financial reporting and budgeting solution.
May
13
Wed
3:00 pm
Prospero Overview Demo
Prospero Overview Demo
May 13 @ 3:00 pm – 4:00 pm
Join us for a free, 60-minute overview demo of our flagship Prospero financial reporting and budgeting solution.
May
19
Tue
1:30 pm
Prospero Budgeting: Effectively ...
Prospero Budgeting: Effectively ...
May 19 @ 1:30 pm – 2:30 pm
Annual budgets are great but are often showing significant variances early into the year. Derek Krebs will explore ways to implement rolling forecasts and keep your company goals on track. Email Derek directly with any[...]
3:00 pm
Prospero Reporting: Budget and F...
Prospero Reporting: Budget and F...
May 19 @ 3:00 pm – 4:00 pm
Derek Krebs reviews budget and forecast reports that are imperative for analyzing your company’s performance. Email Derek directly with any questions prior to the webinar.
May
21
Thu
12:00 pm
Management Reporter – Advanced T...
Management Reporter – Advanced T...
May 21 @ 12:00 pm – 1:00 pm
Think you know all there is to know about MR? Join Nick Sercer as he highlights advanced features and techniques in report design and answers your questions. Email Nick directly with any questions prior to[...]
1:30 pm
Microsoft Forecaster – Keep Your...
Microsoft Forecaster – Keep Your...
May 21 @ 1:30 pm – 2:30 pm
Don’t just budget once a year. Nick Sercer will show you how to use your Actuals-to-date and your original budget to create a mid-year forecast to see how you’ve done so far and make adjustments[...]