Fall 2018 Microsoft Dynamics GP User Group
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The document discusses updates and features of Microsoft Dynamics GP 2018 and GP 2018 R2, including system upgrades, purchasing, sales, payroll enhancements, and cloud migration benefits. It highlights the importance of moving to a cloud infrastructure and introduces Dynamics 365 Business Central as a full-cloud ERP solution. Additionally, it offers tips and tools for better integration with Dynamics GP, emphasizing new software like SmartConnect for efficient data management.
Fall 2018 Microsoft Dynamics GP User Group
- 1. MICROSOFT DYNAMICS GP USER GROUP
- 2. DID YOU KNOW? There’s an on-demand recording of this user group on our website. WATCH IT HERE
- 3. Brian Wortman Account Executive with Gross Mendelsohn’s Technology Solutions Group
- 4. Michael Marinaro, CPA, MCTS Principal and Systems Consultant with Gross Mendelsohn’s Technology Solutions Group
- 5. Anusone Saenphimmachak Systems Consultant with Gross Mendelsohn’s Technology Solutions Group
- 6. Today We’ll Cover 1. What’s new with Microsoft Dynamics GP 2018 and GP 2018 R2? 2. When to consider moving Microsoft Dynamics GP to the Cloud. 3. How to get better insights from Microsoft Dynamics GP and other integrated software. 4. How to connect software, such as Excel and CRM, to Microsoft Dynamics GP.
- 7. What to expect from Dynamics GP in the future?
- 8. 2016 H1 Microsoft Dynamics GP Roadmap 2017 Power BI: OData 2.0 Home page refresh Web client evolution Top features requested by customers GP 2016 2016 H2 Enhanced user experience for web client Multiple browser & device support for web client Workflow 3.0 PowerBI: Odata 1.0 Top feature requests GP 2016 R2 Workflow 4.0 Doc attach Fin/HR optimization Power suite Top feature requests GP 2018 Ongoing development Intelligent Edge enhancements Top features requested by customers & community GP ‘Next’ 2018 2019 Ongoing development Intelligent Edge enhancements Top features requested by customers & community GP ‘Next’ 2020 + Intelligent Edge Financial enhancements Purchasing usability Sales optimization Top features requests GP 2018 R2
- 9. With new features and integrated software available, it’s clear that GP isn’t going anywhere, anytime soon.
- 10. User Interface Upgrades • Unique passwords for SmartList favorites • Shortcut to SmartList on the web client • Auto-complete on the web client • Bulk update master records from navigation lists
- 11. Core Financials Upgrades • Monthly recurring batches • Transaction level post through • Additional sorting options on RM and PM inquiry windows • Additional sorting options on bank reconciliation • Duplicate check numbers • Hide inactive checkbooks • Copy users across AA dimensions
- 12. Purchasing Upgrades • Checkbook ID defaults on PM batch • One check per vendor/invoice option now set at the vendor level • Save payment settings for building payment batches • Payables windows renamed from “check” to “payment” • Vendor document number now on all-in-one view • Visual warning when vendor is on hold
- 13. Sales Upgrades • New SmartList for customer deposits • Print (2018) and email (2018 R2) customer statements from customer card and inquiry • Retain ship-to-address name when modifying/combining customers • Print and email sales documents at the same time • Sales order transaction navigation list-print document option for functional or originating currency
- 14. Distribution and Supply Chain Upgrades • Purchase order generation list opens with newest POs • PO information displayed for requisition originator • Print purchase requisition • Display hold status in the sales transaction entry
- 15. Distribution and Supply Chain Upgrades • Allow partial purchase on a requisition • Additional formats for emailing purchase orders • Exclude items on HITB with zero quantity or value
- 16. Payroll Upgrades • Roll down payroll setup options from setup to inactive records • Turn off garnishment reports in posting setup • Change the department code in all data tables • Restrict inactive deduction and benefit codes in lookup windows
- 17. Payroll Upgrades • Advanced wellness and health insurance integration • Total FICA due shows on payroll check register report • Start and end dates for pay codes • Shared maximums for benefits and deductions
- 18. Workflow Upgrades • Reminder emails • Copy workflow steps • New reporting for workflow status and history
- 19. Workflow Upgrades • Additional fields available in vendor approval, including: • Vendor account number • Comments • Vendor class • Payment priority • Vendor EFT bank
- 20. Workflow Upgrades • New workflows available, including: • GL accounts • PO receipts • PO invoices • Sales transaction workflow
- 21. System Upgrades • Password length to 21 characters • Password expiration notification • Hide business analyzer for all users • Login remembered in system manager
- 22. System Upgrades • Comprehensive document attachment • BI enhancements • New ODATA service • Power BI content pack • Intelligent Cloud insights
- 23. Why Move Microsoft Dynamics GP to the Cloud?
- 24. Corporate initiative to move to the Cloud 1
- 25. Access from remote locations and multiple devices 2
- 26. Less infrastructure to maintain on premise 3
- 28. Take advantage of some of the latest AI and BI insights and technologies 5
- 29. What are my options?
- 30. Move to a Cloud infrastructure like Microsoft Azure 1
- 31. Host virtual application and database servers in the Cloud Configure the Microsoft Dynamics GP web client and/or remote desktops to access GP Retain control and responsibility for maintaining your environment
- 32. Work with one of several Microsoft Dynamics GP hosting partners 2
- 33. One time migration of your GP databases to the hosting provider All server infrastructure is maintained by the hosting provider Different vendors have different features
- 34. Several people have asked us about Microsoft’s newest Cloud solution…
- 36. Dynamics 365 Business Central is a full-cloud ERP solution from Microsoft
- 37. It has built-in business intelligence insights and dashboards on the “my business view” screen
- 38. It offers artificial intelligence machine learning and business intelligence capabilities to give insight into your data
- 39. It’s an easy way to turn insights into actions
- 40. If the Cloud isn’t for you, there’s another solution that may help you get more out of your ERP data
- 41. Intelligent Edge
- 42. Intelligent Edge Cloud service that syncs data between an on-premise solution like Dynamics GP and Dynamics 365 BC
- 44. Intelligent Edge and Intelligent Cloud Insights
- 45. Hybrid on-premise/full Dynamics 365 Business Central solution
- 46. Connectors are available for Dynamics GP and Dynamics NAV on-premise solutions
- 47. QuickBooks connectors will be available for Dynamics GP and Dynamics NAV
- 48. Dynamics 365 Business Central users can see data in the Cloud and take advantage of AI and BI
- 49. Dynamics GP on-premise users can see the Dynamics 365 BC insights on their home page in GP
- 50. 20 Tips in 20 Minutes
- 51. Tips & Tricks Recap 1. Creating quick links 2. Cash receipt lookup customer by invoice number 3. Adding customer/vendor name to GL transaction SmartList favorites 4. Change user preferences from enter to tab key 5. Simplify GP user navigation 6. Reminders and task 7. Navigation lists 8. Assigning function keys to shortcuts 9. Fixed asset groups for mass changes 10. SmartList export solutions
- 52. Tips & Tricks Recap 11. Merge customer/vendor accounts 12. Doc date verify 13. Unreconciled bank transactions list using SmartList 14. Refreshable excel 15. Excluding inactive vendors/customers from lookup window 16. PSTL receivables transaction un-apply 17. SmartList builder report using SQL views 18. Copy/paste from Excel to GP journal entry 19. Advance lookup setup 20. Fastest way to build payables check batch
- 53. Get more out of Microsoft Dynamics GP with integrated software
- 54. Use SmartConnect for easy software integrations
- 55. Integration tool for Dynamics GP for integrations to Dynamics 365 CRM, Dynamics 365 BC, Salesforce, and more
- 56. Faster and cheaper replacement to the integration manager
- 57. No code transformations and imports required
- 58. Automated import routines either based on a scheduled or an event trigger
- 59. Integrate directly from Excel or a SmartList
- 61. It’s a new tool to run integrations directly in the Cloud
- 62. It’s useful for hosted applications like Salesforce, Concur, Dynamics 365 CRM, and Dynamics 365 BC
- 63. There are limitations on tasks that can run before and after integrations
- 64. There is currently no GP connector for import
- 65. Michael Marinaro [email protected] 410.598.9135 Brian Wortman [email protected] 443.835.6742 CON TACT US technology-solutions.gma-cpa.com Anusone Saephimmachak [email protected] 410.215.9975