Recorded Events

Click the event name to access the recorded webinar of your choice. Scroll down for more options as webinars are organized by product line.

Microsoft Dynamics GP

Click HERE to go to our new Microsoft Dynamics GP webinar page that has over 30 recorded events available to watch.

Microsoft Dynamics 365

Socius and Microsoft Dynamics 365 What does it Mean for Your Organization
Microsoft Dynamics 365 for Financials is a business management solution that’s connecting people and processes like never before. From day one, it makes ordering, selling, invoicing, and reporting easier and faster.

Our experts at Socius will answer:
•What is Dynamics 365?
•What is the Difference between Dynamics 365 Business and Dynamics 365 Enterprise?
•Is Dynamics 365 for Financials, Business Edition intended to replace Dynamics GP, NAV and SL on-premise?
•What does this mean for CRMOL?
•How will the migration of data work?


Dynamics CRM is now Dynamics 365- What’s New and What you need to Know

Dynamics 365 unifies CRM and ERP capabilities by delivering new purpose-built applications to help manage specific business functions, including Sales, Customer Service, Field Service, Operations, Marketing, Project Service Automation and Financials. You’re invited to learn more! Please join us for an exclusive informational webinar brought to you by the Socius CRM Team!Our experts at Socius will answer:

  • What happened to Dynamics CRM?
  • What is Dynamics 365?
  • What’s in it for the users – Dynamics 365 November’16 Release
    • Sales
    • Service and Field Service
    • marketing
    • Extending CRM
  • Where do we go from here?
    • Transitioning
    • Pricing

Microsoft Dynamics NAV

What’s New in Microsoft Dynamics NAV 2016
This new and improved version of Dynamics NAV offers new capabilities in mobility, business insights, and cloud services, as well as streamlined functionality with Microsoft Azure, Microsoft Dynamics CRM and Office 365.


Network, Collaborate and Learn with a Dynamics User Group Membership
Dynamics User Groups offer educational webinars, access to discussion boards where you can ask questions of your peers, free attendance to local chapter meetings and special interest groups and more!


Jet Express: Get the Stunning Reports you Need
An overview on how to design custom reports directly in Excel using the Jet Express solution for Dynamics NAV 2009 and 2013. Developed by Jet Reports and Microsoft, Jet Express is included with the latest version of NAV, and enables financial reporting and ADHOC queries in an application you already know, Excel.


What’s New in Microsoft Dynamics NAV 2013
Microsoft Dynamics NAV 2013, a complete business solution from Microsoft, delivers loads of enhancements and new features designed to help you accomplish this mission by gaining greater control over your business, improving your margins, and driving growth.

Microsoft Dynamics AX

Network, Collaborate and Learn with a Dynamics User Group Membership
Dynamics User Groups offer educational webinars, access to discussion boards where you can ask questions of your peers, free attendance to local chapter meetings and special interest groups and more!

Microsoft Dynamics CRM

Get, Grow and Keep Customers with CRM
GET more sales by empowering your sales team work collaboratively and close deals faster
GROW your pipeline by enabling marketing with a single database from which to target market and automate activities to generate new business and repeat business from current customers
KEEP your customers engaged and satisfied by enabling your client services team to enhance customer experiences


Network, Collaborate and Learn with a Dynamics User Group Membership
Dynamics User Groups offer educational webinars, access to discussion boards where you can ask questions of your peers, free attendance to local chapter meetings and special interest groups and more!


Microsoft Dynamics CRM Overview
Dynamics CRM can help you generate demand through marketing, close deals fast through sales and deliver response through customer service.


Mobile CRM
Learn how you can use Mobile CRM to increase average sales by 20%, lower the cost of sales by 15%, reduce billing lag time by 30% and more!


CRMUG – The Microsoft Dynamics CRM Community!
Socius and the CRMUG are partnering to drive awareness of the benefit you have as users of Dynamics CRM. Come together to connect, learn, and share with other like CRM customers.


Avalara: Complete Sales Tax Compliance for Syspro Users
Experts in sales and use tax compliance explain the benefits of end-to-end sales tax automation and the value it can bring to your organization.


DDX: Introducing DDX™ Document Management Solution for SYSPRO
Discover how you can achieve bottom-line results by going paperless. DDX™ is designed specifically for small & mid-sized manufacturing and distribution companies to save them time, space and resources – and do so quickly.


riteSCAN: Mobile Warehouse for SYSPRO and riteTIME Labor Data Collection
With riteSCAN data flows from the barcode scanner directly to the SYSPRO ERP system. The transactions you process with riteSCAN are all completed in real-time.


SYSPRO Espresso – Mobile ERP Solution
SYSPRO Espresso gives you access to your business information as easily as if you were at your desk. SYSPRO Espresso works on any popular mobile device, and even on your desktop.


Leveraging Socius Cloud to Grow Your Organization
Join us as we explore the basics and the benefits of the Cloud.  You’ll walk away with a better understanding of how Socius Cloud Services can further empower your organization to achieve better growth, increased productivity, and reliable services in the cloud.


Cloud Briefing
Staying up-to-date with technology is challenging in an evolving business world. It is just as crucial to stay up-to-date with upgrades as it is to stay up-to-date with new systems. If you are considering upgrading your on premise GP solution, now is a perfect time for change. Effortlessly combine GP and Cloud with your upgrade and minimize the disruption to your business by moving The Cloud.


The Modern Office Series: 5 Things Every IT Manager Should Understand About Today’s Office in the Cloud
From security to bring-your-own device strategies, this session is geared to the IT professionals that are tasked with ensuring your environment is both agile and secure – yet cost effective. This session will focus on new technologies that require a new paradigm for IT professionals – one that is focused on state of the art technology.


The Modern Office Series: Office in the Cloud
The way we work and interact is changing and the impacts on business are dramatic, helping to drive transformation and growth at a pace unprecedented in our history. In this session, we’ll explore new innovations in communicating with peers including the role of social media, text messaging, file sharing, video conferencing and anytime anywhere access.


Understanding Cloud Services Deployment Models and Licensing Options
Cloud Services deployment models covering Public vs Private Cloud models, Windows Azure, and Microsoft Office 365 along with discussing the pros and cons of each model.


Unify Your Business When You Unify CRM and Office 365
Integration between Microsoft Office 365 and Microsoft Dynamics CRM Online improves office collaboration, staff productivity, and makes your organization more agile.


Factors to Consider When Developing Cloud ROI
Highlighting the factors to consider before calculating an actual ROI for your business.


Why is the Cloud Gaining So Much Traction?
More and more people are becoming interested in the Cloud and its capabilities – rapid deployment, product availability, maintenance, compliance, and more!


What is Cloud Services? How Can it Benefit Your Not-for-Profit Organization?
There are a number of reasons why a not-for-profit organization would include cloud services in its overall IT strategy. Make sure you’re leveraging the cloud to benefit your not-for-profit organization.


ERP in the Cloud or in My Server Room – What’s Best for My Business?
Benefits of the different deployment methods and give you the tools to assess your needs and choose the option that’s right for you and your organization.

Business Intelligence

.BI Spotlight – What is BI, Who Needs It, and How to Get It 

Business Intelligence and analytics have transformed over the past few years from out-of-reach, to nice-to-have, to need-to-have in order to stay agile and competitive. Real-Time analytics are more accessible than ever.


SharePoint: The New Way to Work Together
Socius leverages Microsoft SharePoint solutions to meet your team and organizational collaboration and connectivity needs. Through SharePoint, we deliver solutions that increase workforce productivity and enable teams to work more effectively across boundaries both internally and externally. See how SharePoint can improve your business as well as how Socius has helped our clients build a better ERP and CRM system using SharePoint.

Sage 100 & 500 ERP

Sage Sales Tax by Avalara
Put an end to the manual work of accurately calculating, collecting, and remitting transactional taxes with Sage Sales Tax by Avalara.


Sage Document Management Go paperless with DocLink
Sage Document Management by Altec is the Sage Endorsed document management and workflow solution that electronically captures documents and accelerates business processes while saving you money.


Sage Budgeting and Planning-Take Command of your Budget
With Sage Budgeting and Planning, you can make quicker, more informed business decisions by shortening budgeting and planning cycles.


Sage Fixed Assets-Beat hidden costs by easily tracking all of your fixed assets
Whether you’re reporting to senior management, a government agency, auditors, donors and executive boards, or the IRS, you’re accountable for the status and value of your organization’s many fixed assets. Watch this webinar to learn more about how Sage Fixed Assets can better help your business manage depreciation, manage inventory and track projects.


Streamline Every Aspect of Your Inventory and Manufacturing Process with the Latest Technology
Three strong Sage ERP industry leaders – Scanco, Advanced Computer Solutions Group and JDB Solutions Group – have combined forces to create a winning warehouse management solution that seamlessly integrates into your existing Sage 100 ERP software. Watch this webinar to hear from these industry leaders on the many features and functionality of this new ONE Manufacturing, Warehouse and Barcoding Solution!


Sage Alerts & Workflow
Sage Alerts & Workflow automatically monitors your ERP data for critical, time-sensitive conditions and enables you to automatically respond to issues in your business by delivering Alerts, Reports and performing Workflow.


Terms on Time: Sage 100 ERP
Online Invoice Delivery and Payment Portal that automatically emails invoices and payment reminders to customers, reduces past-due receivables by 30% – 40%, and integrates and syncs with Sage 100 ERP.


Fixed Assets
Eliminate redundant data entry, increase accuracy, and reduce costs while guarding against regulatory noncompliance.


Inventory Advisor
Through integrating with Sage ERP systems and analyzing real-time sales and inventory data, Sage Inventory Advisor can produce quality forecasts and suggest optimal replenishment recommendations.


Year End Closing Procedures
Close your Sage 100 core, distribution and payroll applications with confidence (modules to be covered include General Ledger, Accounts Receivable, Accounts Payable, Inventory, Sales Order and Purchase Order and Payroll).