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june, 2017

07jun10:00 am11:00 am3 Steps to Transform Dynamics with Document Management and Process Automation


Event Details

Enhance your Microsoft Dynamics experience with integrated document management and workflow automation. Join Optimus Business Transformation and ImageTag for this complimentary webinar to learn how other organizations fix broken and manual processes, like accounts payable and expense reporting, and HR file management – or any document-intensive area. The best part? Even non-ERP users can gain visibility into any document or process. Realize immediate ROI as you use the same system for any department.


  • Understand how document management integration works with GP, SL, NAV and AX
  • Identify best practices and processes that can benefit from automation and see examples integrated with the ERP system
  • Take advantage of GP features like Intercompany transactions, Multi-currency, Analytical Accounting and more – before your invoice begins its approval routing
  • Accelerate audits and find financial documents in seconds
  • See how simple and affordable it is to provide ERP and non-ERP users access to critical business documents and processes

You’ll see why more than 120,000 people have found more time and less stress with KwikTag, managing all of their documents in one system.

In order to get enrolled for free, please note certain terms, conditions and steps:

  • This is NOT a sales activity and trainings are only in english
  • RSVP per individual is required.  Seats/connections are limited.  Confirmations will be on a first come, first serve basis.  More than one person per company is allowed
  • Please email for any questions.  Please note that you can now register online with the link under each class
  • Versions of Dynamics and/or Oracle JD Edwards used for the training vary.  Optimus tries and conducts trainings to generically cover the current and past 2 versions of the ERP or CRM system.  If a student has doubts, you may email to confirm a version included in a training
  • Students will be given training by senior Optimus consultants / instructors or industry invitee experts with the goal of teaching usage of the particular functionality or business concepts
  • If a course is for a software system, the course is meant to be used in live client system environments or for customers who may try and activate functionality internally by their own staff.  The training is not meant for customers who are in the middle of an implementation
  • This training is NO SUBSTITUTE for training of an active in progress implementation and/or project
  • If a client takes 10 of these trainings per year, this represents an incentive valued at $4,500 USD.  This ROI is calculated assuming a client would pay 3 hours (1 prep and 2 execution) in consulting fees at regular rates for such a course

For additional questions, please email:

You may find additional information on our company at


(Wednesday) 10:00 am - 11:00 am Est - Miami Time




Mary MillerDirector, Marketing & Channel ImageTag | kwiktag

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