Microsoft Dynamics GP 2016 New Features | Robin Hauswirth and Jack Sawicki

Editor's Notes

• #2: GP 2016 was just released at the beginning of the month so you will be amongst the first to see the great new features
• #3: Dynamics GP2016 is the next evolution in the Dynamics GP ERP Line. The updates to Dynamics have been developed in collaboration with Microsoft’s customers and partners. Dynamics GP 2016 includes more than 35 new features and enhancements. These include enhancements to but not limited to: Core GP functionality Distribution Financials BI The New GP Web Client
• #4: The Microsoft Dynamics GP 2016 Web Client This will broaden the footprint GP can run on to include any browser such as Chrome, Safari, Firefox, IE and the new Edge browser. This will increase the number of platforms from which you can now run Dynamics GP. The web client can be run from almost any web connected device. These include Desktop, Laptop, iPad, android or Linux device The Dynamics GP 2016 web client will provide greater mobility There is a new enhanced user interface The web client is also optimized for your Role. Only Windows & reports assigned to your role will be displayed
• #5: The GP 2016 Web Client Dynamics GP web client introduces an HTML5 interface that provides a friendlier user experience With HTML5 the display will dynamically size for any device. This enables the device to determine sizing that works best for your screen size or interface type. The new controls will allow you to interact with your device whether using touch, a stylus or mouse. There is a new user interface that has been updated from earlier GP web clients. For the better… The GP 2016 Web client provides Single sign on – You can now use your Domain login account to log into the web client. The same user name and password that you log into your computer with in the morning. One less password
• #6: What is HTML5? HTML is the markup language used for building and displaying online content, and the language of web browsers and web apps. HTML5 is the latest and greatest standard of that language and all the major browsers run HTML5. Some Benefits of HTML5: Mobile Optimization – web pages scale to your device Improved performance & responsiveness - Offline Caching Provides Browser Cross-Compatibility - Browser standardization Overrall the HTML5 web client provides better overall Interactivity and should provide the same look and feel on any device on any platform
• #7: A new interface has been developed for the Web client that provides compatibility with both mouse and touch interfaces. Both Long time GP users and new users should easily be able to navigate the new Web client User Interface. There are some great new navigation features.
• #8: Web Client Search Ability to search for a window or report within the GP web client – Great feature to help users quickly find a report or window if they do not know how to navigate to it or have not used GP before Shows a list of all open windows and reports based on search criteria Shows a list of all windows and reports and the navigation based on search criteria – Path to the Window is displayed to help users learn how to navigate the Web client user interface Ability to close all open windows at once – You can see all the Windows that are currently open and quickly bring them to the foreground or close them Play Video
• #9: Why is the GP 2016 Web Client a Big Deal? No need to install any additional software - eliminates the need for Silverlight in the Dynamics Web Client which was required in previous versions (Hint: Remember Silverlight).   More responsive, easy to use & feature rich – Explained earlier   Can log in from anywhere in the world – that you have internet access. Provides better accessibility and mobility without the requirements to use a VPN, or set up Remote desktop or Citrix    Can be scaled to provide redundancy or grow with your business – Servers and can be added to prevent downtime, outages and ensure optimal performance   The web client can be integrated with your on premises deployment – You can use the Workstation client when you are at your desk and the web client remotely. It does not have to be one or the other. Both are supported.    Only features a user has access to are visible – based on your roles within dynamics GP, windows, reports and functions are not presented to a web client user in the UI
• #10: Dynamics GP 2016 Web Client Configuration Types - Single Machine Simplest Configuration – All the GP web components are installed on a single server Used when an organization has a small number of users No redundancy – An organization can tolerate some downtime if the server becomes unavailable. Users may still use the GP workstation client from their desktops if the GP web server is unavailable and the GP database server is still available
• #11: Scale out Configuration type Used when an organization has a larger number of users – This configuration may be required to ensure the best performance for your GP web users and prevent against unexpected outages The server load can balanced – This means that Multiple servers can share the workload Provides redundancy - The scale out configuration has some redundancy. If one of the session host machines must be taken out of service, such as when installing an update, the other session host machines will continue supporting web client users. This also applies if a server fails or becomes unresponsive
• #12: Multi-tenant Configuration type This is the most complex deployment type This configuration type is typically used by organizations that host Microsoft Dynamics GP for other customers Allows multiple Microsoft Dynamics GP installations to be run on the same physical server Segregates data and security roles\tasks When would you use this deployment type? This implementation allows multiple end-user companies to share a partitioned SQL database This implementation offers an efficient, scalable shared environment for hosting multiple customers Multi-tenant Web Services offers the best use of resources and improves the economies of scale
• #15: You can now get Power BI reports directly on your dynamics GP homepage. Power BI works across platforms and devices, bringing your GP reports to your laptop, smartphone, or any other device. From sales to inventory to manufacturing to projects, with Power BI all of your reporting is located in one easy-to-find place. Interact with reports to gain even more insight into how financial decisions affect your bottom line.
• #17: Prior to this change, we were allowed to give access to one user at a time. With this new feature we will be able to grant access to multiple users for Analytical account transaction dimension codes
• #20: Prepayment on Purchase Order Total Amount enables us to make the pre-payment of Entire PO amount. Prior to this enhancement, prepayments could not exceed the subtotal amount of the purchase order. With this new feature the prepayment amount on purchase orders can now include Taxes, Freight and Miscellaneous.
• #27: What are my GP 2016 Deployment Options? Traditional On Premise – All GP servers and infrastructure components are hosted at your site or another site managed by your organization Cloud - All GP servers and infrastructure components are hosted by a dedicated hosting provider at an offsite datacenter for your organization. The environments can be either private or shared.
• #28: On Premise deployment – This is the deployment type that most of you would be familiar with Purchase the software and deploy the applications on your own servers onsite Installation options: - There are 3 ways for an end user to connect to Dynamics GP to access their financial data Individual Workstations – GP workstation client is installed locally on your laptop or desktop Remote Desktop Services or Citrix – The GP workstation client is hosted centrally within your organization and accessed via a remote desktop client GP Web Client – Accessed via a browser Click Pros: You maintain control of your data at all times and you are not dependent on an internet connection. All financial data stays “in house” Click Cons: You are responsible for all server maintenance, backups and other IT services. Software and hardware purchases can mean a large initial investment of funds
• #29: The Cloud
• #30: Most of you have heard the term “the Cloud”. But what is the cloud? I would just like to provide a brief overview of “the cloud” before I continue for those who may be unclear with the term. In general the cloud refers to the method of delivering software, from e-mail to accounting to customer relationship management, to users via the Internet – All of you have sat down in front of your computer, launched a browser or App and accessed a service or resource online. There are multiple cloud types but I am just going to focus on 2 of the most common. Public cloud - Provides services to multiple clients using the same shared infrastructure\resources e.g. Gmail, Facebook Least secure - constructed using pooled shared physical resources, and accessible over a public network Private cloud - Services, servers are dedicated to one organization. Only accessed by a single organization – Must be “officially” granted access to resource within the Organization. This cloud is often used by employees of an organization to access data and resources within the organization. Example- Government Services, Banking You need an account to access the service and the services or resources may only be accessible from a specific location Most secure -typically serves the needs of a single organization and is often purpose-built to fit a particular infrastructure and use case. It may be hosted on-premises or in a colocation data center.
• #31: You Purchase the software and pay a monthly fee to have your applications and data run on a server(s) at a secure data center Access is over a secure internet connection that can be either shared or private - Shared Internet Connection - You may use the public internet to send secure encrypted data between your site and the hosted site. Your data travels with all the other data traveling on the internet Private Internet Connection – All data travels through a “Secure tunnel” that is dedicated to your organization and is not shared with other data traveling across the internet   Pros: You own the software but you do not need to purchase or maintain the hardware infrastructure – Someone else performs the server backups, upgrades and manages all the resources required to maintain the health of the environment More flexibility with scheduled outages More customizable - Solution can be tailored to the organization Cons: Access is dependent on an internet connection. Ongoing fee
• #32: Many of the same reasons for choosing a Private hosted solution apply to the shared solution. This solution is like an apartment\condo building with many tenants. All the resources are shared therefore the monthly costs per tenant should be lower. Your unit is still your own and only you can access it. Shared Deployment = Apartment Private Deployment = House