Cynthia Priebe
Microsoft MVP, Certified Trainer and Business Central Functional Consultant passionate about Sharing the Righter Way to work in Business Central
Cleveland, Ohio, United States
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When it comes to solving tough problems with Microsoft D365 Business Central (BC), Cynthia Priebe has built a reputation as a go-to resource for accounting/finance, process automation, operations, inventory control, & more. With a deep knowledge of all things BC, Cynthia enjoys Sharing the Righter Way™, of frequently more than one, to work in BC!
Selected to write exam items for the first MB-800 exam, she is also a frequent presenter, published author, Microsoft MVP, Certified Trainer & Certified Business Central Functional Consultant. Cynthia loves sharing her knowledge in ways that make the complicated understandable. As an independent consultant of Business Central for more than 10 years and a practice manager for 8 years prior to that, Cynthia has helped 100's of companies to improve their processes and their system utilization using standard functionality in BC.
Area of Expertise
Wish Granted! A Month-end Accounting Task Checklist in Business Central
I hear it frequently, "We need a month-end close check list in BC."
My response, "We have month-end checklist capabilities in Business Central and we have for quite a while."
During this session, I will share with you functionality that is simple, powerful and underutilized. With it, we will quickly create a custom Month-end Check List that:
1. Is right in BC
2. Lists tasks with start and end dates
3. Has assigned user or a group of users
4. From the task, takes you right to the page for the work
5. Allows for marking tasks as in progress or complete
6. Shows all tasks to anyone that needs to see them.
As an added bonus, I will share with you checklists for use in other departments such as inventory control and master data management.
Yes, there is a bit of work to do, but I assure you that in the time it takes to present this session, you too can have a Month-end Close check list in Business Central.
Trouble-shooting tools in Business Central for the every day superhero
Don't miss this session as we share some of our favorite troubleshooting tools available to functional users. You don't need to be a system admin or technical to benefit from this session. Become your own superhero and use these tools before escalating your error or problem to support.
Searching for answers? Ready-to-use tools for any and all users in Business Central
Become a pro at searching and finding the correct data in Business Central. After this session, you will have at least 9 tools and tips to use immediately for finding the data you and your team need to make better decisions - financial, transactional, operational, no limits!
Permission set hierarchy, Entra vs. User Groups - What's the deal with permissions in BC?
Learn how security groups and the new capabilities with composable permission sets affect your legacy permission setup. Understand the differences between User Groups, Security Groups, Entra ID Groups and the new permission set structure. Gain insight into how to work through a permission project and a tool that may just make the whole thing a lot easier.
Once complicated, now easy - Cash Flow Forecasting in Business Central
Learn how to set up Cash Flow Forecasting in under 5 minutes including a chart, and the simple process you can use to keep it updated. Create multiple forecast models and address future revenue and expenses not yet recorded, exclusions and other differences. Stop using Excel. Use Business Central to generate your Statement of Cash Flow AND your Cash Flow Forecast. It's a snap! Join us to learn more.
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