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explore engage elevate June 23, 2015 FLORIDA CHAPTER MEETING Microsoft Dynamics AX User Group (AXUG®) Tweet today’s meeting: @AXUG, #AXUG, #AXUG
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exploreengage elevate Casual event, feel free to contribute We are all volunteers, enjoy and step up Bathrooms are located #### Coffee Service is in the back Make sure to sign in so we have attendance Housekeeping Tweet today’s meeting: @AXUG, #AXUG, #AXUG
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exploreengage elevate Agenda [ENTER YOUR MEETING AGENDA BELOW] Welcome & Introductions AXUG News & Chapter Business Member Showcase – Physician Partners of America Networking Break Project Module Roundtable Management Reporter – Noah Moseley, MSX Group Join us at [LOCATION] for Lunch & Networking!
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exploreengage elevate Company Role in Company What inspired you to attend today’s meeting? Name Most desired topic for future meetings Welcome & Introductions Tweet During today’s meeting: @AXUG, #AXUG, #AXUG
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exploreengage elevate The What Connect. Learn. Share. We’re a little over 2,800 Dynamics AX companies who get together and chat all about AX virtually or at in person events, like this one. It’s a really big conversation you probably shouldn’t miss out on. You’ll probably learn something great, apply it to your organization, and be treated like a super hero. The When Call Tonya Anderson, she’s your go to person as the AXUG Membership Manager. 877.324.8880 x1451 tonya@AXUG.com
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exploreengage elevate Do you have 5 minutes? As you browse the website, you may be asked to give your feedback. Your feedback will help us continue to enhance your site experience. Please take 5 minutes (or less) to share your thoughts. 6 Tweet today’s meeting: @AXUG, #AXUG, #AXUG
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exploreengage elevate Join our Chapter Community today to receive updates and access to the content library with presentation materials.
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exploreengage elevate Be a part of something really great. FACT: The most successful chapters have strong leadership teams installed. BENEFIT: Ignite Leadership Training available ONLY to chapter leaders. Develop your professional skills – public speaking, leadership, communication, organization, conflict resolution, and many more skills. IMPACT: Chapter Leaders have significant reach within the Dynamics AX Community. Leaders are respected for their hard work and devotion to helping individuals and organizations attending meetings. Roles: Chair, Co-Chair, VP of Membership, VP of Communication, VP of Programming Take Action: Contact your chapter leader and email AXUG Chapter Manager, Rose Spitzer: rose@AXUG.com
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@GPUG9 OCTOBER13-16 www.axugsummit.com #INreno15 #AXUGSummit INcomparable Learning INnovative Ideas INfinite Experience Reno/Lake Tahoe, Nevada
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exploreengage elevate Next Meeting? Date: Time: Place: Topics: Tweet During today’s meeting: @AXUG, #AXUG, #AXUG
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Physician Partners of America
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exploreengage elevate Member Showcase Who We Are and What We Do What Modules We Use Version Number of Users How Long What ISV's and How We Use Them Reporting Questions?
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explore engage elevate Networking Break See you back here in 15 minutes! Follow us on Twitter: @axug Like us on Facebook: AXUG-Microsoft Dynamics AX User Group Follow us on LinkedIn: AXUG – Official Microsoft Dynamics AX User Group
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exploreengage elevate
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exploreengage elevate
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explore engage elevate Project Module Tweet your roundtable ideas and questions and we will add them to the next meeting. @axug #RoundtableDiscussion
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explore engage elevate Educational Presentation Management Reporter Noah Moseley MSX Group Tweet During today’s meeting: @AXUG, #AXUG, #AXUG
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Management Reporter for Microsoft Dynamics® ERP Financial Reporting for Microsoft Dynamics Using Management Reporter By Noah Moseley of the MSX Group Training, Consulting Services & Software Support for Management Reporter, Forecaster and FRx noah.moseley@msxgroup.com
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MSX Group, LLC We are a consulting practice specializing in Management Reporter, Forecaster and FRx for Microsoft Dynamics AX, GP, NAV and SL. Consulting Services Training Software Support Training, Consulting Services & Software Support for Management Reporter, Forecaster and FRx noah.moseley@msxgroup.com
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Management Reporter Management Reporter is used for financial reporting using general ledger data (account balances and transaction level details) from the Microsoft Dynamics ERP solution. Income Statements Balance Sheets Cash Flow Statements Trial Balance Statements Etc. Training, Consulting Services & Software Support for Management Reporter, Forecaster and FRx noah.moseley@msxgroup.com
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Management Reporter Training, Consulting Services & Software Support for Management Reporter, Forecaster and FRx noah.moseley@msxgroup.com DATA Sources Microsoft Dynamics AX Microsoft Dynamics GP Microsoft Dynamics SL Excel Files *These are all Read-Only.
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Components Report Designer Report Library Viewer Web Viewer Report Queue Migration Wizard from FRx SQL (1 Database; 2 if using DataMart) Security is all via Windows Authentication Output Options (Excel, Printer, XPS) Management Reporter Training, Consulting Services & Software Support for Management Reporter, Forecaster and FRx noah.moseley@msxgroup.com
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Management Reporter Building Reports in Report Designer Report Definition Building Blocks Row Definitions Column Definitions Reporting Tree Definitions Training, Consulting Services & Software Support for Management Reporter, Forecaster and FRx noah.moseley@msxgroup.com
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Management Reporter Migration Tips Clean up FRx Delete old Spec Sets, Companies, Rows, Columns, Trees, Reports Review Account Sets, Chained Reports, Row Linking Proof reports between FRx and Management Reporter Uninstall the Migration Wizard Training, Consulting Services & Software Support for Management Reporter, Forecaster and FRx noah.moseley@msxgroup.com
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Switch to Management Reporter
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Additional Information http://www.MSXGroup.com Forums & Message Boards Training Classes (Demo Data or Use Your Own Data) Webinars Consulting Services Noah.Moseley@MSXGroup.com [Email for HELP] Noah.Moseley@MSXGroup.com http://msxgroup.com/FFMR2016 [FREE online training] http://msxgroup.com/FFMR2016 FRx Wednesday, 04/20/2016 Forecaster Thursday, 04/21/2016 Management Reporter Friday, 04/22/2016 Training, Consulting Services & Software Support for Management Reporter, Forecaster and FRx noah.moseley@msxgroup.com
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explore engage elevate Don’t Forget to Fill out the Survey! You will receive an email with a brief survey after the meeting. You can also tweet about the meeting @axug, #axug
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