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A LOOK AHEAD: DYNAMICS GP 2013 HIGHLIGHTS
Amber J. Bell
Training and Implementation Specialist
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STATS ON CAL CONNECT ATTENDEES
Version 8
Version 9
Version 10
Version 2010
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CONTINUING EDUCATION AND MICROSOFT DYNAMICS GP
• Attend Events: CAL Connect, Microsoft Convergence, MS Dynamics World “Decisions”, GPUG Training and Events
• Access CustomerSource
• Access the Microsoft Dynamics Community
• Review GP Manuals
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HELPFUL LINKS • CAL’s Website:
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• CustomerSource: www.microsoft.com/dynamics/customersource
• GPUG (GP User Group) www.gpug.com
• MS DynamicsWorld www.msdynamicsworld.com
• Accolade Publications www.accoladepublications.com
• ERP Software Blog www.erpsoftwareblog.com
• Microsoft’s Dynamics Community for GP http://community.dynamics.com/product/gp/default.aspx?ref=hp
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GPUG PROMO!!
• Sign up for GPUG Premium User Membership in May 2012, and use Promo code GPUGCBLITE, and receive a free copy of Microsoft Dynamics GP 2010 Cookbook: LITE.
• Sign up for GPUG after that and use Promotion Code: GPUGPART10 and list CAL as your partner
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WHAT ARE YOU MISSING OUT ON NOW!
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Top Automakers Announce: New Models are only 20% of the price you paid for your
first car!! **
**This will never happen!!
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HAS YOUR COMPANY STALLED ON THE GP ROADMAP?
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GP 9
Released 2005
GP 10
Released 2007
GP 2010 Released 2010
GP 2013
Late 2012 / Early 2013
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Functional Area Dynamics GP 9.0 Dynamics GP 10.0 Dynamics GP 2010 Business Intelligence and Reporting
Analysis Cubes My Reports SQL Reporting Services
compatibility
Over 220 Built-in refreshable
Office Excel Reports Over 90 Built-in refreshable
SQL Reporting Services Reports
Over 115 Built-in refreshable SQL Reporting Services Charts and Graphs
Simplify report creation with Excel Report Builder
Create SQL Views for easier reporting
Role Tailored Dashboards and KPI’s Additional refreshable Excel and SQL Reporting
Services Reports SharePoint External Lists that read and write
Dynamics GP data New Business Portal dashboards Drill-back from a KPI down to the specific
record source Drilldown Builder for personalized drilldowns Build custom navigation lists and action panes
without a developer Pivot Table creator
Ease of Use and Productivity
Role-Tailored Home Pages Report Lists Add batches on the fly
New Office user experience Workflow approvals Action Pane ribbon Enhanced search capabilities
Chat and perform tasks with Office
Communicator instant messaging Action step Workflow Microsoft Word Forms for vendor and
customer documents Send batch and individual emails with invoices,
picking lists, AP documents, and more Leverage workflow on Microsoft SharePoint
Foundation
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Functional Area Dynamics GP 9.0 Dynamics GP 10.0 Dynamics GP 2010 Human Resources and US Payroll
Payroll setup checklist Linked benefit and deduction
Information Tighter attendance tracking between
HR and Payroll
Retroactive Pay adjustments Sequence deductions Position Control Online benefit enrollment
Reprinting Payroll checks and remittances Improved benefit reporting Integration with Analytical Accounting Track HRP data by fiscal year
Distribution and Manufacturing
Manufacturing status portal pages Enter sales orders and requisitions
from outside of the full client Flexible line items to type over line
item numbers Consolidate PO window Advanced Picking
Track in-transit inventory Lot expiration management Reverse Manufacturing Order
receipts after posting
Auto generate lot numbers during receiving Return options for no replacement stock Cost roll-up options Single item manufacturing
Service and Project Customer extranets MapPoint integration Discontinued Item Sales Project budget updates by posting
date Time and Expense processing in
portal
Flexible credits for cancelled
contracts Track effective date for custom
changes Preferred service times for
service calls Assign multiple technicians to a
service call Lot numbered item Support
Multiple service times per service call Kit and non-inventory items Consolidate contract billings
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Functional Area Dynamics GP 9.0 Dynamics GP 10.0 Dynamics GP 2010
Security Installation packages for easy
installs Setup checklists Password expirations and rules
Role Based Security Integration Manager
performance
Automatic login with default user and password Copy user security from users Simpler Business Portal security 64 Bit compatibility
Personalization and Integration
Introduction of Web Services Visual Studio integration
Create new windows without a
developer Create notes categorized by
business needs Dynamics CRM and Dynamics
GP Connector
Over 350 Web Services New Web Service architecture increases speed
and usability Integration with Payment Services and
Commerce Services
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People Ecosystem Process
MICROSOFT DYNAMICS GP 2010 R2
Enhance Insight
Extend Connections
Make It Easier
People Ecosystem Process
Contextual BI Business Analyzer
Word Template Generator
Email Customization Tool
Rapid Open Data Migration
UC Action Shortcuts
Concur Travel & Expense
Payment Services
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DYNAMICS GP 2010 R2 FEATURE LIST
Additional Analytical SRS Reports
Multi-Company Reports
Team Foundation Services Source Provider (Dex)
Script Editor Names window enhancements (Dex)
Default Column Ordering for Excel Report Builder
Multi-Application Reports
Email support for all option based reports
Adding UC to Extender Windows
BI refresh and completion of a drill down reports
New SSRS metrics
Tech Stock Replenish
Report Builder/Dynamics GP integration New Map Reports
Word template generator New BP Role Centers (Pages)
Word Templates for SOP Returns
Enter Default subject for emails
RTV Pack Slip Reprint
Attach collection notes to Credit documents
Additional letter functions to print credit documents
Contract transfer approval workflow
Rapid Migration – Master records from Excel
Ability to initiate task from metric
Re-write report deployment
Group Excel Reports
Display Company As Field
Blank Value In Matched Fields Excel Report Bulk Deployment Multi-Company Excel Reports
Display Business Analyzer tasks in communicator Add GP Forms to Extender Menus
Virtual Lists - new virtual lists in BP
Equipment suppression for existing service call
Substitute fields in for email messages
Business Analyzer
Allow ELS windows to close while waiting for signature approval
Rapid Configuration – select by module
Email Notification Enhancement List Performance Enhancements
Assign PM Schedules to range of Items or Item Classes
RMA Traveller automatically print on RMA Receipt
Remove MOSS dependency for BP Report Library
Allow Users to Copy Lists between Extender Objects
Adding Drill Down to Extender Windows
Contract Line Hold
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Visual Refresh of Reports
Initiate Task from a Metric
Report Builder Integration
Filter Company and Date
Multi-Application Reports (6)
Multi-Company Reports (12)
Virtual Lists
Centralized Report Center
Exporting SRS Reports
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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.
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SQL REPORTING SERVICES REPORTS
Employee Anniversary
Employee Birthday
Employee Earnings History
Organization Layout
Detailed Employee List by Pay Code
Historical Inventory Trial Balance
Enhanced Insight
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SQL REPORTING SERVICES CHARTS AND KPI’S Over 50 New SRS Reports within Financials, Purchasing, Field
Service and HR/Payroll
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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
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GENERAL Navigation List Performance – 380% faster
Word Template Generator
SOP Return Template
Report Deployment
Payment Services
Email Virtually Any Report
Report Copy
Electronic Signatures Improvements
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Bulk Deploy in Excel Report Builder
Set Default Column Order in SmartList Builder
Add custom drill downs in Drilldown Builder
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FIELD SERVICE Tech Warehouse Restock
Assign PM Schedules to Items
Equipment Supersession Disallowed
Contract Line Hold
Returns Management
Reprint RTV List
RMA Traveler Auto Print
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CUSTOMIZATIONS AND DEPLOYMENT
Team Foundation Server (TFS)
Dynamics Synch Utility
Names Window
Simplified Report Deployment
Business Portal Migration
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EXTENDER Add Dynamics GP forms to Extender Navigation
Add Lync Presence to Extender Windows
Copy Lists between Extender Windows
Drill down to Extender Windows
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CONCUR TRAVEL AND EXPENSE
Upload Paper Receipts Spending Controls Automatic uploads from common vendors Online travel booking Eliminate paper Be equipped to: negotiate with suppliers forecast travel budgets Prevent fraud
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2010 2012 2014 2016
Multicurrency applies at transaction entry
Document Attach
Fixed Assets integration with Analytical Accounting
Reason Codes for Inventory Transaction & Movements
Edit Payables Transactions: Remit to Address
Select Printer at time of print reports in Dynamics GP
PM Reprint Checks/Remittance forms
Ship to Address has different Company Name
Maintain Bin Transfer History
Named System Database
Multi-tenant Application Void of Check Enhancements
Tolerance Handling
Subledger Reconcile IV -> GL
Enhance Alt/Mod Windows
Prepayments on Purchase Order
EFT Field Length and Delimitation Options
Compatible with stack technology
Restrict void of reconciled check
German Code - consolidated invoicing compliance
EFT Settlement Date Option
Year End Close Options
Additional String Resources
FA Historical Depreciation Report
Lock Fixed Assets Year and Mass Back Out
FA to GL Posting Process Updates
Update for Fixed Assets MACRS
Add BAI format to eReconcile
Multi-Tenant GP Web Services
Multi-Tenant Integration Manager
Report Deployment/Retrieval for Multi-Tenant
Reconcile Bank Rec with General Ledger
Default Sort Customer/Vendor Lookups
Email Indicator on Trx Nav Lists
General Ledger Journal Entry History Inquiry
Application Changes for Consuming Multi-tenant Web Services
Fixed Assets Calendar Setup
Fixed Assets Intercompany Asset Transfer
Key Relation added to Index file
Bridge for Outlook 64 bit MAPI calls
Update VBA Components
Standard Cost Adjustment
Calculate Average Exchange
Saved Batch Approval
Rename User Defined Field Description
Print on Packing List
Multi-S/N select
Need a Form
Inactivate a Site and Item Site
Relate/Link Items for Suggestions on Sales Prevent PO Close prior to Invoice Match
Named User Support
Business Analyzer User Interface Update
New SSRS reports
Report Writer Reports/Word Templates
New Templates for Sales Order
Excel Reports Transport to Web C;lient
SmartList for Web Client
SSRS Reports/Metrics Transport to Web Client
Printing SSRS reports from forms
Navigation Lists
Re-architect home pages and area pages
Silverlight interface for home pages/BA in web client
Excel Export Using Open XML
Document Transfer & Render to Web Client
Web Client Content for Sure Step
WC Security
Web Client Roles/Windows Definition
WC Navigation/Master Page
Web Client ISV Integration
Web Client Dynamics GP Runtime Engine
Sanscript Rework/New Dexterity Script type
Web Client Object Model
Web Client UI Converter
Web Client Themes
Rich Client Changes for Web
Web Client Base/Window Template Processing Engine
Web Client Icons
WC Management Tool Template Manager Plug In Web Client Silverlight and ASP.Net Applications
WC Silverlight Application
Web Client Management Tool Session Service Plug In
Web Client Dynamics GP Management Tool
WC Web Management Console Install
Application Session Console Enable modules for Web Client
WC Dynamics GP Runtime State Manager
Web Client Navigation Lists - Grid Control Web Client Navigation Lists - Filter Control
Web Client Help Processing Engine Add Field Service Allocations
RMA Entry - Update Contact & Address ID
Consolidate Revenue Recognition
Multi-User check in RMA Entry
Equipment Super-Session
Hotline Update
Item Description from RMA Credit
RMA Return Quantity and Type
Ship to Address Integration to Sales Order
Cross-Ship RMA consolidation
Honor Discontinued Item Status
Auto Populate Customer ID
Adding support for the Business Analyzer to NLB
Grouped Reports
SmartList Builder - remove dependency on having an Admin login after new install
Extender Window export/import to include SmartList integrations
Add Extender & SmartList Builder Default Security
Ability to go from one Navigation List to do a Goto another Navigation List
Encumbrance – Integration with Budgets Encumbrance - Integration with General Ledger
Encumbrance Cost Difference Notification
Print Customer Items option Select invoices on one-off Email window
Stop Duplicate Checks
Paycode History Edit
Life Insurance enhancements
SRS Reports
PIP: Voucher Description and Voucher Document Number
DIA Reporting
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Select printer at time of printing documents
Reprint PM check stub and remittance forms
Edit Remit to and 1099 info on payables transactions
Multicurrency apply during RM cash entry
Purchase Order line item tolerances
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• Office 365 integration
• Multi-tenant application support
• Named System database
• Pass parameters to Excel
• Settlement date option for EFT
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Sub ledger - reconcile IV to GL
Reason codes for stock movements
Bin transfer history
Fixed Assets Historical Depreciation Reporting
Enhanced document attachments
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People Ecosystem Process
MICROSOFT DYNAMICS GP “12”
Enhance Insight
Extend Connections
Make It Easier
More Visibility Less Effort More Collaboration
Microsoft Dynamics GP Web Client
SNEAK PEAK OF GP2013 WEB CLIENT
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A BUSINESS SOLUTION FROM MICROSOFT®