Dynamics GP Updates
Presented by: Robert Cini, Director Business Technology
rcini@cbiz.com
Outline Of Presentation
• What's important to You? Open Forum…
• What's new in Dynamics GP since Version 9
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Version 10 enhancements
Version 2010 (11) enhancements
Version 2010R2 enhancements
Version 2013 (12) enhancements
• What’s next – GP 2013R2 and GP2015
What's New In Dynamics GP?
• What version are you on?
• Have you seen/utilize any of the new
features?
• Do you go to Microsoft Convergence?
Dynamics GP Version10 Key Goals
•
Ribbon UX
Perform all related tasks from one
central location
Provides a consistent User Experience
across Office and ERP
•
•
Workflow
Provides rules-based business
process approvals and notifications
Leverages Windows Workflow
•
•
Search
•
•
Business
Intelligence
•
Search unstructured information
saved to portal and structured
Web Services data
Search from portal or Microsoft
Dynamics GP
Better finding and sharing of
refreshable reports and utilizing
server repositories
150+ Out-of-the-Box Excel reports
and 100+ Out-of-the-Box SRS reports
Office system look and feel increases productivity
Command Bar
Microsoft Office
applications can be
accessed directly in rolespecific home pages
Employees have an
immediate, prioritized
overview of their work,
including KPIs
The Windows 7-like
Address bar also appears
in Microsoft Dynamics
Area Pages Navigation
Page Preview for Lists
New Role Based Security
Rich, consistent, workflow experience
The custom
workflow alert
The workflow
history
including notes
Excel Server Based Smartlists
SRS Reporting
Dynamics GP 2010 (Version 11) Key Goals
Enhance
Insight
• Delivers RoleTailored
Insight
• Streamlines Access
to Information
• Enables Advanced
BI Capabilities
More Visibility
Make It
Easier
Extend
Connections
• Increases
Productivity
• Builds Better
Relationships
• Automates Business
Processes
• Simplifies
Personalization
• Connects People
and Systems
Less Effort
More Collaboration
22
119
20
11
83
3
Word
Forms
New Charts
and KPI’s
New SRS
Reports
New Excel
Reports
New Web
Services
New
Workflows
25
12
20
15
11
20
Financials
Features
Distribution
Features
Human Resources/
Payroll Features
Field Service
Features
System
Features
Business Intelligence
Features
Dynamics GP 2010R2 (Version 11SP 2) Key Goals
Enhance
Insight
Make It
Easier
Extend
Connections
Contextual BI
Business
Analyzer
Word Template
Generator
Email
Customization
Tool
Rapid
Open Data
Migration
UC Action Shortcuts
People
Process
Ecosystem
• Create email text to be
sent with attached
document.
• Add substitute fields for
mail merge type
functionality.
• Add additional people cc
or bcc with email.
• Copy Email Setups to
other documents.
Enhanced Insight
SQL Reporting Services Reports
•
•
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•
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Employee Anniversary
Employee Birthday
Employee Earnings History
Organization Layout
Detailed Employee List by Pay
Code
• Historical Inventory Trial Balance
SQL Reporting Services Charts and KPI’s
Over 50 New SRS Reports within Financials,
Purchasing, Field Service and HR/Payroll
• View information and
perform tasks from your
desktop or within full client
• Perform Actions: Edit
Report, Copy Report, Lync
Messaging
• Lync Integration. View
presence and take action
• Report Package
Deployment
Microsoft Dynamics® GP 2013 is What?
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Desktop Client
Adding 100+ Core Features
Updated Home Page
Web Client
Hosting Improvements and Tools
Enhanced Business Intelligence
Microsoft Dynamics GP 2013
Control
Margin
Growth
Business
Analyzer
Business
Reporting
Deep
Functionality
Deployment
Options
Custom Area
Pages
New Functionality
Microsoft Dynamics® GP 2013 – Control
• Business Analyzer on
Home Page
• Select Printer at time of
print
• Print SQL Server Reporting
Services Reports from
Forms
• Document Attachments
• Fixed Assets (FA) Calendar
Setup
• Sub ledger Reconcile BR to
General Ledger (GL)
Microsoft Dynamics® GP 2013 – Margin
• Prepayments on Purchase
Orders (POs)
• Fixed Asset GL Posting
Enhancements
• Mass depreciation reversal
• Bank Administration Institute
(BAI) format to PM and RM
EFT
• Drop Ship for Serials/Lots
• Inventory Reason Codes
• Deployment Options
Microsoft Dynamics® GP 2013 – Growth
• Customizable Area Pages
• Voiding of check returns
applied Credits
• FA Historical Depreciation
reports
• GL Year End Close options
• Tolerance Handling
• And many new features for
our existing customers!
Microsoft Dynamics® GP 2013 Web Client
• Browser based Dynamics GP
• Underlying logic is still Dexterity
– ISV products work
– Dexterity Customizations
• Secure Connection via https
Deployment Options
Self Hosted
Partner/Microsoft
Hosted Options
Remote Users
On Premise Users
No Terminal Services (TS) required
Enterprise Resource Planning (ERP)
without IT
Web Client Innovations
F
i
l
e
Actio
n
Opti ▼
ons
Mai
l
What’s New Since RTM
Dynamics GP
Dynamics GP
Today. SP1 &
SP2
Service Based
Architecture
R2 and
GP2015
Microsoft Dynamics GP Roadmap
2012
2013
(H1)
2013
(H2)
2014 (H1)
2014 (H2)
2015
GP 2013
GP 2013 SP1
GP 2013 SP2
GP 2013 R2
GP 2015
GP “Next”
Web Client Wave
Releases
Web Client Wave
Releases
Functionality
Functionality
Functionality and
Workflow
Technology releases
Functionality
Functionality
RapidStart
BA Off Domain
GP App for
Office365
Companion
Apps
Identity
Management
On Azure
BA Update
Web Client
Functionality
Management
Tools
Hosting
Business
Analyser
GP App for
Office365+
Service Based
Architecture
every six months
2016+
Dynamics GP2013 NOW
& NEXT
GP 2013 SP1 – Web Client Modules
Human Resources
US Payroll
Returns Management
Contract Management
Inventory Bill of Materials
Excel Based Budgeting
Field Level Security
ADP Integration
Autocomplete
BA Navigation Lists
Dynamics GP2013 NOW &
NEXT
GP 2013 SP2 – Web Client Modules
Project Series
Field Service
Manufacturing
ISV Extensibility
Fixed Assets Enhancements
Bank Activity Statements
Payment Doc Management
What’s NOT in the GP Web Client?
Modules:
Tools:
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•
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•
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•
•
Invoicing
Canadian Payroll
Grant Management
AFA
MDA
Integration Manager
Report Writer
Modifier/VBA
MR Designer
Forecaster
Microsoft Dynamics NOW &
NEXT
Replace existing
Req Management
Order items and
goods
Combine
requisitions to a
single PO
Requisition
Workflow
Replace existing
Workflow
Five workflow types
Dex-based
Email Approval
GP 2013 R2 – Doc Attach
GP 2013 R2 – Doc Attach - OLE Notes
GP 2013 R2 – SSRS on Transaction Forms
GP 2013 R2 – Ribbons in Desktop
GP 2013 R2 – Reverse Fiscal Year
GP 2013 R2 – Copy and Paste to GL
GP 2013 R2 – Reprint outstanding transactions
report from Bank Rec
GP 2013 R2 – Default Sort Order for Checks
Microsoft Dynamics GP NOW &
NEXT
Dynamics App Roadmap (H1 2014)
NOV
2013
JAN
2014
MAR 2014
JUN 2014
Business Analyzer R6
Business Analyzer R5
Business Analyzer WP8
Dynamics Workspace
JUL 2014
Business Analyzer R7
Time Management
Procurement
Microsoft Dynamics GP NOW &
NEXT
Access GP Anywhere, Anytime
R2
Authentication Dialog
friction removed for Web Client
users. Maps Windows users to GP Web
Client Users.
Additional Identities
Login to Web Client using
O365 identity
SQL Reports
Manage SQL Reports data
permissions from GP
Full replacement of the existing GP Workflows
1. General Ledger Batch Approval
2. Employee Onboard Approval
3. Employee Personnel Approval
4. Vendor Approval
5. Payables Batch Approval
6. Receivables Batch Approval
7. Customer Credit Limit Override Approval
8. Sales Quote Approval
9. User Security Approval
Additional Workflows
Customer driven feature work continues
Load Balancing Enhancements
Navigation to MR
Split Shipping of Kits
Asset Continuity Report
Payroll Posting Account Setup
EFT Enhancements
Multiple PO Prepayments
+30 more Customer Scenario Features
Microsoft Dynamics GP NOW &
NEXT
Innovation through Evolution
ENHANCED
Scale
ENABLE
Expands Partner and ISV capabilities
• Build mobile and companion applications
• Integrate to anything
CONNECT
Positions GP to run natively on Azure
AZURE
UNIFIED
LOGIC
Paves the way to replace
• Web Services/eConnect
• Integration Manager
How can I leverage GP
Workspaces in Office 365
to provide employees with
the business information
required to make
informed decisions?
What is Windows Azure
and what do I need to
know to deploy Microsoft
Dynamics GP on it?
What does a Microsoft
Dynamics GP deployment
on Windows Azure look
like and how much is it
going to cost?
Office 365 (SharePoint Online) app to view Excel-based dashboard information
Microsoft. February 2013
GP2013 R2
16 of 30 Features Highlighted
Workflow
Identity management
Requisition
Apps for Time & Attendance and Procurement
GP2015
BP Replacement
40 features
Service Based Architecture in GP2015
Expose sanScript logic as service
Expanded .NET
Questions…