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Page 1: A LOOK AHEAD DYNAMICS GP 2013 HIGHLIGHTS€¦ · Chat and perform tasks with Office Communicator instant messaging Action step Workflow Microsoft Word Forms for vendor and customer

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A LOOK AHEAD: DYNAMICS GP 2013 HIGHLIGHTS

Amber J. Bell

Training and Implementation Specialist

[email protected]

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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:

www.calszone.com

• 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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TURN YOUR OLD CLUNKER INTO A LUXURY SPORTS CAR!!

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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Page 10: A LOOK AHEAD DYNAMICS GP 2013 HIGHLIGHTS€¦ · Chat and perform tasks with Office Communicator instant messaging Action step Workflow Microsoft Word Forms for vendor and customer

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

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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

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SNEAK PEAK OF GP2013 WEB CLIENT

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A BUSINESS SOLUTION FROM MICROSOFT®


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