Planning for the Future: Microsoft Dynamics GP

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Planning for the Future:

Microsoft Dynamics GP

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Individuals

• Participate in entire webinar

• Answer polls when they are provided

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Groups

• Group leader is the person who registered & logged on to the webinar

• Answer polls when they are provided

• Complete group attendance form

• Group leader sign bottom of form

• Submit group attendance form to

within 24 hours of webinar

›

If all eligibility requirements are met, each participant will be emailed their CPE

certificate within 15 business days of webinar. Due to the large volume of

certificates of completion issued, requests to reissue lost or misplaced certificates

will be honored up to 60 days following the webinar

(3)

Presenters

Matthew Looker

Senior Managing Consultant

Kevin Dodd

Senior Consultant II

Presentation Agenda

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Introduction

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Dynamics GP

• Upgrade

• Cloud Options

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Dynamics 365 Options

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Next Steps

(5)

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Upgrade Path

• Dynamics GP 2013

›

GP 2016 (Intermediate)

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Dynamics GP

• Dynamics GP 2015

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GP 2016 (Intermediate)

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Dynamics GP

• Dynamics GP 2016

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Dynamics GP

• Dynamics GP 2018

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Dynamics GP

Dynamics GP Upgrade

(6)

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How do we start?

• A client assessment is

completed to determine needs

• Environment limitations are

reviewed with project

stakeholders

• Determine if there will be a

testing phase or migration to

new hardware

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What does it look like?

• Databases & GP software are

all backed up

• New GP software is installed

• GP Utilities updates the

databases

• Third parties are updated

• Clients begin using the new

version

(7)

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What does it look like?

• Dynamics GP continues to run

just as it does today

• There will not be additional

updates for GP

• Dynamics GP will become

technical debt in the

environment with limited

support options

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How do I know if my version

of GP has reached end of

life?

• GP 2013

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EOL: 04/10/2018

• GP 2015

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EOL: 04/14/2020

• GP 2016

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EOL: 07/13/2021

(8)

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I have the source code!

• The easiest transition

• Can be updated to the latest

release

What if I Have a Customization?

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I do not have the source code

• Occasionally there is not a

need to update

• Current customization would

need to have an assessment

• New customization with the

same features created for

current release of Dynamics

GP

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What Is Cloud Computing?

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Cloud computing is the on-demand

availability of computer system

resources

›

The term generally refers to a data

center accessible by many people over

the internet

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Microsoft Azure

• Part of Microsoft’s Cloud services focused on providing cloud computing

resources

• Infrastructure as a Service (IaaS)

• Replicates the server/networking of on-premise data centers

• Accessible over the internet or through Azure connected VPN tunnels

• AWS/Google Compute

(11)

BKD Hosted

What About Hosted GP?

Fully managed

solution

on IT resources

Reduced strain

Accessible so

long as end

users have

internet

Includes support

& yearly

upgrades for

Dynamics GP

Geo-redundant

backups

Pricing based on

licensed GP

users

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Microsoft Partnership (20+ Years)

Finance & Operations

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Microsoft Dynamics 365 Options

Complexity, Cost,

& Timeline

Sof

tw

ar

e

as

a

Ser

vic

e

(S

aas

)

Dynamics 365 Finance & Operations

Dynamics 365 Business Central OR Sage Intacct

Dynamics GP Hosted on MS Azure

(14)

Microsoft Dynamics 365 Options

D365 for Finance & Operations

D365 Business Central

Microsoft Positioning

Integrated enterprise class business platform for mature,

_{growing, ERP-educated companies}

The next level for organizations that have outgrown their entry-level

_{accounting software}

Typical Implementation Cost

$200,000 +

$30,000–$500,000

Typical Implementation Timeline

6–12+ Months

3–6 Months

Target User Count

20+

5–750

Minimum Number of Users

20

1 License Cost

$180–$210 per user/month

$70–$100 per user/month

Team Members License Cost

$8 per user/month

External Accountant License

$0

$3

License Type

Named User Subscription License

Availability

140 countries

33 countries

Localizations

Includes out-of-the-box localizations (legal & fiscal) for 37

Multiple country localizations inside of a single instance.

countries

Combined localization strategy of Microsoft-led & partner-led models.

Local functionality is partly available for 21 countries. Missing parts

are delivered by third-party partners via Microsoft AppSource

Tiered Pricing

Yes

–

Software-as-a-Service Model

Yes

Dual Use Right for On-Prem

Deployment

Yes

Production Instance

1

1 Sandbox Instance

1

(15)

Microsoft Dynamics 365 Options

D365 for Finance & Operations D365 Business Central Default File Storage Capacity 100GB Shared with the above

Multiclient Access Yes Yes

Multisite Yes Yes

Multicurrency Yes Yes

Number of Companies Unlimited Unlimited

Service Level Agreement 99.50% 99.50%

Type of Companies Multinational medium to large organizations & groups of _{enterprises. Tailored for international development} Small to midsize enterprises

Multicompany/Intercompany Operate multicompany within one database with easy _{interoperability between companies} Intercompany is available in Dynamics 365 Business Central. Multicompany _{available in third-party marketplace} Industry Distribution, Manufacturing, Retail, Professional Services, _{Public Sector} Distribution, Manufacturing, Professional Services

Depth of Manufacturing Functionality

Supports approx. 95% of manufacturing functionalities. A great option for discrete, lean, & process manufacturing. Other core

functions, such as ATP, advanced warehousing with mobile solutions, etc., are included. Designed to be a complete solution for discrete, job shop, process, lean & mixed-mode

manufacturing

Integrated ERP solution for discrete manufacturers with the Premium package, additional capability in service management & manufacturing is available. ETO & Job Shop functionality available in third-party marketplace Capabilities & Integration with Other

Dynamics 365 Components

Designed to work out-of-the-box with other Dynamics 365 components. Deep integrations with CRM, HR, Talent, Customer Service, Marketing, & others. Fully covers traditional

back-office processes

Core capabilities: connects financials, sales, purchase, inventory, projects, service & operations

Scalability Recommended for businesses processing hundred-thousands _{of transactions} Recommended for businesses processing thousands of transactions Business Analytics Embedded Power BI – rich analytical & reporting functionality BI tools include reporting, dashboards, & ad-hoc analysis Deployment Cloud or on-premise. (Hybrid deployment coming soon) Cloud or on-premise. (Hybrid deployment coming soon)

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Microsoft Dynamics 365 Options

D365 for Finance & Operations

D365 Business Central

CRM

contacts. Integration with Dynamics 365 for Customer

Limited CRM capability, raise a sales order & create

Engagement is available

Inbuilt CRM capability, offering Outlook integration with opportunity

management & customer service capability. Integration with

Dynamics 365 for Sales is available

Human Resource Management

Yes

Basic

Payroll

Third-party add-on

Request for Quotation (RFQ)

Yes

Third-party add-on

Retail Management

Yes

Third-party add-on

Compliance Management

Yes

Third-party add-on

Production Scheduling

Yes

Third-party add-on

Capacity Planning

Yes

Basic

Quality Management

Yes

Third-party add-on

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Business Central Considerations

• Modern, unified, adaptable solution on one cloud-based platform

(on-premises/dual deployment available)

• Continued enhancement to functionality, ongoing investment

• Intelligent Edge capability to migrate/sync data from GP

• Integrated analytics & reporting available with Power BI & Solver

• Simpler manufacturing/supply chain capabilities than Finance & Operations

• Can be enhanced with third-party solutions as well

Considerations

• Licensing cost range: $70 per essentials user/month – $100 per premium

user/month – premium includes manufacturing

• Implementation costs vary based on complexity & needs, but generally less than

$100,000 (& for many less than $50,000, including a rapid deployment model)

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Business Central Considerations

• Complexity – easy to configure; simplicity guides innovations in product design,

development, implementation, & usability

• Timeline – three to six months typical

Migration/implementation path

• Essentials – modern user-experience, financial, basic customer relationship, supply

chain, & project management

• Premium – above & service/manufacturing management

• Payroll & HR available as integrated third-party product

Functionality

• Solver, Binary Stream, Integrity Data, Kwiktag, & more

Variety of integrated third-party products available in Microsoft App

Source, some familiar to Dynamics GP users

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Finance & Operations Considerations

Considerations

• Full-featured, enterprise-level functionality on one platform

• For companies with complex business models, extensive supply chain &

manufacturing needs

• Integrated analytics & reporting available with PowerBI & Solver

Costs

• Licensing cost range: $50–$210 per full user/month based on functionality

needed

• Implementation costs vary based on complexity & needs, but generally starts

at $100,000 (& for complex organizations can approach/exceed $1,000,000)

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Finance & Operations Considerations

Migration/implementation path

• Complexity – simpler the better, but ERP is never easy

• Timeline – nine to 12 months typical

Functionality

• Overlays, tier 1 manufacturing, planning, inventory/supply chain to robust

financials

• Payroll & HR available as integrated third-party product

Variety of integrated third party products available in Microsoft App

• Source, some familiar to Dynamics GP users

• Greenshades, Kwiktag, & more

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Next Steps

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Upgrade assessment/discussion

• Discuss short- & long-term

organizational goals

• Includes cost/benefit comparison

analysis

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Tailored demo/discussion

• Focused on your specific situation

• Includes cost/benefit comparison

analysis

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Continuing Professional Education

(CPE) Credit

BKD,

LLP

is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional

education on the National Registry of CPE Sponsors. State boards of

accountancy have final authority on the acceptance of individual

courses for CPE credit. Complaints regarding registered sponsors may

be submitted to the National Registry of CPE Sponsors through its

(26)

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CPE credit may be awarded upon verification of participant

attendance

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For questions, concerns, or comments regarding CPE credit,

please email the BKD Learning & Development Department at

[email protected]

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The information contained in these slides is presented by professionals for your information only & is not to be

considered as legal advice. Applying specific information to your situation requires careful consideration of

facts & circumstances. Consult your BKD advisor or legal counsel before acting on any matters covered