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Learn How Your Non-Profit Can Harness the Power of Reporting and Data Insights in D365 Business Central


Tuesday, June 20, 2023  |  12:00 PM - 12:45 PM CT

Digital transformation is helping organizations achieve their goals faster through streamlined processes, automation, and deeper insights into data. This innovation is particularly important for non-profit organizations who have unique reporting needs supporting boards, grant management, donors, and advocacy initiatives.
Learn how to leverage dimensions and fields in Dynamics 365 Business Central to provide meaningful insights for financial reporting, budgeting, compliance, and improved financial management. Topics include:


How to use dimensions and fields in D365 Business Central to create meaningful reports

  • View granular data in reports by department, location, project, fund

  • Create customized reporting tailored to the specific needs of your users
  • Track revenue, expenses, and budgets across different segments of your organization
  • Compare data across different dimensions and time frames
  • Capture specific reporting needs for regulatory compliance

Create Dashboards and Reports

  • View real-time data and reports for better decision making

  • Create environment of one-truth for accuracy of reports

Who Should Attend:


Executive Directors
VPs Finance
Directors of IT

End Users





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Kelly Jackson

Stoneridge Software


Kelly Jackson is a Senior Consultant at Stoneridge Software. With her experience in NAV spanning over ten years, Kelly has lead numerous implementations and conversions during her career. Prior to joining Stoneridge, she managed projects at Feeding America, and then at Simms Fishing Products.


Kelly holds her bachelor’s degree in psychology and economics from Cleveland State University. She also has a degree in bank operations & technology from Vanderbilt University in Nashville, Tennessee.



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Jodi Buchholz

Stoneridge Software


Jodi Buchholz is a Senior Sales Executive at Stoneridge Software, focusing on the strategic goals and processes for small to medium size companies using Dynamics GP, Dynamics 365 Business Central and Dynamics 365 Customer Engagement / Dynamics CRM. Jodi started working with Microsoft Dynamics GP in 2000 as the VP of Business Development at DFC Consultants transitioning to Stoneridge Software in 2018. Since that time, she has worked with hundreds of businesses to implement a software solution to help them strategically meet their ongoing needs and transformations.

Jodi is a certified Microsoft Sales Professional and certified Microsoft Dynamics CRM Professional.



Who We Are


Stoneridge Software is your one-stop shop for a partner you can trust to handle all Microsoft Business Technology needs. We represent the entire suite of Microsoft Dynamics 365 solutions and Power Platform and provide support and upgrade consulting for Dynamics AX, Dynamics NAV, Dynamics GP and Dynamics CRM. Our team also handles your Microsoft licensing needs, cloud-hosting and Microsoft Office. From getting your implementation off to the right start, staying on track for delivery, training your users and providing support at the completion of the project, you’ll never have to look further than Stoneridge Software. Through all our service offerings we’re there to guide you during your project, help with troubleshooting, system maintenance needs and even your next upgrade.


Check out our upcoming events here.


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