Live Webinars Covering Everything Business Technology!

Thank you again for attending the Clients First Business Solutions 2023 Webinar Series...!

We have created our agenda for the 2024 Webinar Series with the first webinar on year-end close already held January 25th. Next up we have ‘SAP Business One Upgrades... Why, How, When?’ scheduled for March 28th.

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Upcoming Webinars

Currently there are no upcoming webinars.

Previous Webinars

SAP B1 Query & Report Writing Webinar – On-Demand

Wednesday, November 29th at 2:00 pm

In our recent educational webinar, “SAP Business One Query and Report Writing”, Magda Swingle, SAP B1 Consultant extraordinaire with 15+ years of experience, shared valuable insights and features on…

  • Getting Started: how to create a simple query in SAP Business One
    • What they are … what they are not
  • Understanding how to write a more complicated Query
  • Learn how to adjust document layouts
  • Create a simple Crystal Report
  • How to import into SAP… do’s and don’ts
  • High-level review of HANA Tools / Excel Reporting
    • HANA Analytics Portal – scheduling the distribution of Reports

Check out the on-demand webinar below.

If you are interested in additional Query and/or Report Writing training or if you have any questions, please do not hesitate to reach out to our team!


Barcode Scanning & Warehouse Management for SAP Business One by LISA WMS On-Demand Webinar

Wednesday, October 25th at 2:00 pm

On-Demand Webinar: Barcode Scanning and Warehouse Management for SAP Business One, hosted by warehousing experts from the LISA WMS team.

During this session, you will learn how a Warehouse Management System (WMS) can extend SAP Business One’s reach to optimize inbound and outbound warehouse operations and quickly increase business profitability.

Content/Agenda Overview:

1. Recognizing the Need: Discover the telltale signs that your business could benefit from a Warehouse Management System, such as inventory inaccuracy, order fulfillment delays, and shipping errors.

2. SAP Business One vs. Integrated WMS: Gain insights into the differences between utilizing SAP Business One and opting for an integrated WMS system. We’ll explore each option’s unique advantages and help you decide which one aligns better with your business requirements.

3. Return on Investment and Profitability: See how fast you can reap the benefits of deploying a robust WMS into your business.

4. Automation and Innovation for Small Businesses: Discover game-changing, yet affordable, technologies to build world-class supply chains.


eBizCharge Webinar – On-Demand

Wednesday, August 23rd at 2:00 pm

Our trusted partner, EBizCharge, will be sharing how simple it is to process credit cards within SAP Business One.

With EBizCharge, businesses can run transactions, allow customers to pay by email, automate payment collections, and more—right within SAP B1.

Watch the on-demand webinar today.


SAP Business One Tips and Tricks Webinar – On-Demand

Wednesday, July 26th at 2:00 pm

Check out our on-demand webinar as we reviewed SAP Business One Tips and Tricks.

In this webinar, Jennifer Schmitt, SAP B1 Consultant extraordinaire, shares valuable insights and features.

  • See why you bought SAP B1 in the first place… and
  • Have you ever wanted to say… I didn’t know B1 could do that

This is great for the general B1 end users, new employees, and existing employees that need a refresher… to learn easy tips and tricks in B1.

Watch this webinar on SAP Business One and have Jennifer amaze and entertain you… live in SAP…!


Accounts Payable & Document Automation Webinar – On-Demand

Wednesday, May 24th at 2:00 pm

In this webinar, software innovators, INFODYNAMICS, will be presenting accounts payable automation along with robust document management.  Whether you are just being introduced to automating your payables data entry or have been hesitant due to high cost and per-transaction fees, this webinar will provide a look at what is now possible for organizations of all sizes.  INFODYNAMICS will be presenting these concepts with its INBOOKS solution that integrates with most accounting systems including the popular SAP Business One.  Please join us and learn more about how INBOOKS and Clients First Business Solutions can help you craft a smooth path toward payables and document automation. Get back more time for you!

Covered in this presentation:

  • Accessing all your accounting documents directly within your accounting system
  • Recognizing vendor invoices and creating transactions without setting up templates for each vendor
  • Routing documents for approval or other workflow needs
  • Sharing your documents inside and outside your organization
  • Using dozens of automation features to store and retrieve documents for every aspect of your business


Cyber Security for Your Professional and Personal Life Webinar

Wednesday, April 19th at 2:00 pm

Check out our on-demand webinar, “Cyber Security for Your Professional and Personal Life Webinar”, the first of a series of webinars on Power BI.

Over the next two months, we have enlisted the expertise of Mark Stept, one of our Senior Consultants, to guide you through the world of Power BI. Mark started with an introductory session, where he defined what Power BI is and isn’t and laid the foundation for a comprehensive learning experience. Throughout the series, Mark will delve into various aspects of Power BI, including advanced tutorials, tips, tricks, and much more!

This FREE learning series is just one of the many reasons why partnering with Clients First is advantageous. We are committed to providing exceptional support and guidance to our clients, and this webinar series exemplifies our dedication to helping you succeed.

In this webinar, you will learn about:

  • Traditional Reports and Power BI Dashboard/KPI’s
  • Sales Dashboard (Live Walkthrough)
  • Data Framework: Where is my data?
  • Power BI Desktop: develop and publish reports
  • Power BI Web Service
  • Creating a New Dashboard (Live Demo)

We believe that Power BI can revolutionize the way you analyze and present data within your organization. Whether you are new to Power BI or seeking to enhance your existing knowledge, this webinar series will provide valuable insights and actionable tips that you can implement immediately.

Watch Now

AvaTax Avalara Webinar

Wednesday, March 1st at

Join us and our partner Avalara for a discussion about the options customers have with SAP Business One. Watch this on-demand webinar to learn about Sales Tax complexities and how Avalara can make it simple. A summary of the content will be:

· Avalara Solutions for SAP Business One
· The Sales Tax puzzle
· Why so many businesses are looking to automate

Watch to learn more!