Lynn Glatt
Covenant Technology Partners, Dynamics Lead Solution Architect
St. Louis, Missouri, United States
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Lynn Glatt has 30+ years as a proactive leader specializing in brining cutting edge technology to industry. He brings an extensive background in consulting plus direct employment
as Corporate Inventory Control, VP of Operations, Director of Supply Systems, COO / Owner, Director of ERP Systems, Project Manager, Certified Senior Functional / Technical Consultant implementing World Class ERP systems. His expertise in ERP systems including Dynamics SCM, Dynamics GP, Dyanmics SL, Dyanmics F&O, Dynamics 365 NAV / BC.
Lynn specializes in the following industries: Agriculture Row Crop & Fresh Produce, Seed Companies, Pack House, High-Tech Telecommunications, Plastics, Military & Commercial Aerospace, Manufacturing and complex WMS systems in the Complex Precision Machining, High-Tech Electronics, Retail Jewelry, Chemical Liquid Fill, Bath-ware, Railcars, Construction - Electrical, Retail, 501C Non-Profit, Banking, Startup companies, Cattle - Feedlot & Ranching.
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Topics
Utilizing Copilot Agents for Dynamics 365-BC to Enhance Profitability and Customer Satisfatisfaction
Driving Process Improvement in the SMB Space.
1. Enhancing Operational Efficiency with Copilot Agents
In this topic discuss how Copilot Agents in Dynamics Business Central streamline core business processes such as inventory management, order processing, and financial operations.
Discuss specific functionalities of Copilot Agents and provide case studies demonstrating significant time and cost savings achieved by small and medium-sized businesses (SMBs).
2. Transforming Customer Service through Automation
Delve into the ways Copilot Agents improve customer service by automating tasks such as responding to routine inquiries, processing returns, and managing customer data.
Highlight the reduction in response times and increased customer satisfaction levels, along with examples of SMBs that have successfully implemented these solutions.
3. Leveraging Data Analytics for Strategic Decision Making
The third topic would explore how Copilot Agents help SMBs leverage data analytics to make informed strategic decisions. The integration of Copilot Agents with Dynamics Business Central’s reporting tools, showcasing how real-time insights into business performance metrics enable SMBs to adapt quickly to market changes and optimize their operations for growth.
The future of Seamless Integration with the Dynamics Finance & Operation.
Unlocking the Potential of Seamless Integration boosting efficiency & streamlining operations.
Key Uses for Customers Using Dynamics 365 Finance & Power Apps.
• Streamlined Financial Management: Dynamics 365 Finance empowers customers to manage their financial operations with efficiency, encompassing budgeting, forecasting, and reporting, thereby ensuring precise and timely financial insights.
• Automated Invoice Processing: The platform offers automated invoice processing, which minimizes manual effort and errors, accelerates payment cycles, and enhances cash flow management.
• Enhanced Compliance and Regulatory Reporting: Dynamics 365 Finance aids customers in maintaining compliance with both local and international regulations by providing comprehensive regulatory reporting features, thus mitigating risks and ensuring adherence to legal requirements.
• Improved Vendor Collaboration: The system facilitates superior collaboration with vendors through integrated portals, enabling real-time communication, order tracking, and dispute resolution, ultimately improving overall vendor relationship management.
Transforming Customer Service with D365 Business Central, D365 Field Service & Guides
Join us for an insightful session that explores how the integration of D365 Business Central, D365 Field Service, and Dynamics Guides is revolutionizing the Customer Service industry.
Key Capabilities:
• Inventory Management: Keep your service truck and warehouse inventory up to date, ensuring that technicians have the necessary parts and tools at their disposal.
• Scheduling Efficiency: Optimize resource allocation from dispatching to appointment arrival using GPS routes, enhancing on-time performance and customer satisfaction.
• Technician Knowledge Agents: Empower technicians with AI-driven knowledge agents and utilize Dynamics Guides with HoloLens to visualize maintenance procedures in 3D, improving accuracy and reducing downtime.
• Teams Technician Assistance: Leverage Remote Assist to facilitate team collaboration and real-time support from co-workers, ensuring that technicians can tackle complex issues effectively.
•Employee Skill Level Matching - to the Service Call.
Discover How AI is Transforming Dynamics 365 Business Central with Copilot and Agents
Session Focus: Integrating AI into Dynamics 365 Business Central (ERP) with Copilot and Autonomous Agents.
Learn how Microsoft is leading the AI movement with Copilot and Autonomous Agents.
Dynamics 365 Business Central, a leading Enterprise Resource Planning (ERP) solution, integrates Copilot and AI to streamline daily work for users.
Come and explore the future of AI within Dynamics 365 Business Central as Copilot and Agents revolutionize everyday tasks.
Inventory Control - Mastering Inventory Accuracy & Controlling the Costing Layers of Items Inventory
Take control of your Item Inventory and the Costing Layers associated with the Items Inventory in varying Location configurations.
Come learn the many ways Business Central can handle Physical Inventory Journals, Whse Physical Inventory Journals, Physical Inventory Orders, Physical Inventory Recordings, Item Reclassification Journals. Learn the Latest Cycle Counting techniques from how to configure the Item ABC anaylsys.
Learn how to calculate your inventory accuracy and what level of accuracy is required to not effect your MRP calculation. What Inventory methods should be used to mitigate inventory shortages and noise in your Supply Chain.
Learn the appropriate Warehouse Management System is best suited for your location / Item (SKU).
Lastly, For Publically traded companies that must control the Costing Layers tied to Inventory, how does Business Central handle the Inventory Valuation.
Transforming Customer Service with D365 Business Central, D365 Field Service & Guides
Join us for an insightful session that explores how the integration of D365 Business Central, D365 Field Service, and Dynamics Guides is revolutionizing the Customer Service industry.
Key Capabilities:
• Inventory Management: Keep your service truck and warehouse inventory up to date, ensuring that technicians have the necessary parts and tools at their disposal.
• Scheduling Efficiency: Optimize resource allocation from dispatching to appointment arrival using GPS routes, enhancing on-time performance and customer satisfaction.
• Technician Knowledge Agents: Empower technicians with AI-driven knowledge agents and utilize Dynamics Guides with HoloLens to visualize maintenance procedures in 3D, improving accuracy and reducing downtime.
• Teams Technician Assistance: Leverage Remote Assist to facilitate team collaboration and real-time support from co-workers, ensuring that technicians can tackle complex issues effectively.
• Skill Level Matching: Tie booking resource levels to resource skill sets, ensuring that the right frontline worker is matched to the appropriate service call, enhancing service quality and customer satisfaction.
• Autonomous Agents: Explore the latest capabilities in Copilot Autonomous Agents, which guide frontline workers, dispatchers, and product service knowledge, integrating them into the service call process for optimal outcomes.
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Lynn Glatt
Covenant Technology Partners, Dynamics Lead Solution Architect
St. Louis, Missouri, United States
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