The Best Site Ever
What is CustomerSource
• Up-to-date information on your Microsoft Dynamics product and services
• Unlimited access to online training
• Downloadable training
materials and learning plans • Access to the technical
support KnowledgeBase • …much more
Microsoft Dynamics Community
•
Forums
•
Blogs
•
Videos
March 18-21, 2012 | Houston, Texas
A small investment that can deliver big returns for your business
• Designed to help you maximize the business value from your Dynamics GP solution—so you can maximize business success.
• Agenda features a wealth of informative general, concurrent, and user-group sessions as well as interactive discussions.
• Huge opportunity for attendees to get in-depth knowledge, strategy, insights, and best practices that they can share with your colleagues across your company.
• Finance
• IT
• Operations
• Marketing
Disaster Recovery
Best practices to protect your data and your
business relationships:
•
Offsite Backups
•
Internal Redundancy
•
Hosting of Applications and Data
•
Who has a Disaster Recovery Plan?
Dynamics GP
•
Version Release/ Support Dates
•
Deployment Options
•
Dynamics GP 2010 Highlights
•
What’s New in Dynamics GP2010 R2
Microsoft Dynamics GP Roadmap
• Management Reporter
• Word Forms
• SRS Reports
• Deep Functionality
• Role Tailored BI
• Next level of Office integration and Workflow
• Corporate Performance Management
Continued innovation targeted at mid-market with particular focus on:
• Simplicity
• Productivity
• Dynamics User
Experience Leadership
• Contextual BI
• Time-to-Value
Continued innovation targeted at mid-market with particular focus on:
• Next Gen UI
• Contextual Role Tailored Workflow
• Microsoft technology
RELEASES
2009 2010 2012-2013 2015-2016
10/9/2012 10/13/2015
Deployment Options
Why Make the Move to Cloud Dynamics GP?
•
Access anytime, anywhere for an affordable monthly
fee.
•
Cloud Dynamics GP reduces the burden on your IT
staff and resources.
•
Highly secured network and physical security
technology and procedures.
•
Efficiency with automatic updates to your cloud
accounting software.
Dynamics GP 2010
Are You Benefiting?
•
Management Reporter
•
Word Forms
•
SSRS Reports
•
Lists
“Enhance Insights” Features
• Business Analyzer
• Simplify Report deployment • SQL Reporting Services
• Business Intelligence Refresh • Report Builder/
Dynamics GP Integration • Business Portal additional
reports
• Excel report
bulk deployment • Multi-company
Excel reports
• Drill down to SmartList • Drill down to Extender
“Make it Easier” Features
• E-mail support for all Option based Reports
• Substitute fields in for E-mail Messages
• E-mail Notification Enhancement
Performance
• List Performance Enhancements
Fixed Assets
• Fixed Assets Integration with Reporting Ledgers
Analytical Accounting
• Budget roll up
Electronic Signatures
• Electronic Signatures – allow signature window to close
Collections Management
• Default Subject for Collections E-mails
• Attach Collection Notes to Credit Documents
• Letter Functions to Print Credit Documents
List View Performance
Enhancements
•
Lists have been re-architected so the information will
appear more quickly
•
As an example, the Sales Transaction list with Business
Analyzer metrics will display data 360% faster
Word Templates and E-mail
•
•
•
•
Business Analyzer
•
•
• 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
• Office 365 integration
• Sub ledger - reconcile IV to GL • Reason codes for stock
movements
• Fixed Assets Historical Depreciation Reporting
• Enhanced document attachments
Reporting Shootout | Overview
•
Classic Reporting versus the New
Tools in Dynamics GP
–
Report Writer\Crystal vs.SSRS
–
FRx versus Management Reporter
–
SmartList versus SmartList Builder
Report Writer: Tried and True
•
Advantages
:– Has been in place since version 1.0
– A large number of pre-defined reports
– Most clients have many modified reports in RW
•
Disadvantages
:– Limited abilities, cannot make multiple passes of data
– Can be difficult to use
Crystal Reports:
Original Power Reporting
•
Advantages
:– For years, reporting tool of choice
– Flexible, scalable and powerful
– End-user friendly
•
Disadvantages
:– Difficult to deploy in multi-user environment
– Expensive to deploy in multi-user environment
SQL Server Reporting Services
•
Advantages
:– Feature set
– Deployment options
– Cost (included with SQL Server)
•
Disadvantages
:– Complex install
FRx: Financial Reporting Tool
•
Advantages
:– Designed exclusively for financial reporting
– Interface is relatively simple to work with
– Supports several accounting systems
– Highly scalable
•
Disadvantages
:– Can be difficult to design complex statements
– Steep learning curve beyond the basics
– Version 6.7 is the final release and replaced by Management
Management Reporter
•
Advantages
:–
Scalable
–
Familiar user experience
–
Boardroom quality reports
•
Disadvantages
:–
Must be installed on a Domain Controller
–
Not yet as feature rich as FRx
SmartLists
•
Advantages
:– Pre-defined queries
– Many additional fields to choose from
– Reminders
– Goto’s to GP windows
– Word Mail Merge
– Excel export
•
Disadvantages
:– Disposable reports
SmartList Builder
•
Advantages
:– Can use any SQL Server table or field including those for other products
– Can use SQL Server Views to speed up reporting
•
Disadvantages
:– Must have some understanding of the table structure
– Additional module to purchase (SmartList Builder\Excel Report Builder\Navigation List Builder)
Excel: Best Kept Secret
•
Advantages
:– Ubiquitous and popular tool
– Allows additional processing capabilities options once data populated
– ODBC Hot Links to database
•
Disadvantages
:Excel Report Builder
•
Advantages
:– Uses Excel to generate the results of the Query. No export from a SmartList
– Data is refreshable in Excel
•
Disadvantages
:– Must have some understanding of the table structure
– Additional module to purchase (SmartList Builder\Excel Report Builder\Navigation List Builder)
Licensing
•
Classic Reporting in MS Dynamics GP
– Report Writer = Bundled in GP
– Crystal = Previously bundled in GP
– FRx = Bundled in GP (Discontinued)
– SmartList = Bundled in GP
– Excel = MS Office License
•
New Tools
– SQL Reporting Services = Bundled in SQL Server
– Management Reporter = Bundled in GP 2010
