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Three Steps to Success.. 1. Upgrade to Microsoft Dynamics GP 2015 Andy Mason Pre-Sales Consultant
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Erp stream step 1 upgrade to msdyngp 2015 - m-hance three steps to microsoft success 2015

Aug 07, 2015

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Page 1: Erp stream step 1   upgrade to msdyngp 2015 - m-hance three steps to microsoft success 2015

Three Steps to Success..

1. Upgrade to Microsoft Dynamics

GP 2015

Andy MasonPre-Sales Consultant

Page 2: Erp stream step 1   upgrade to msdyngp 2015 - m-hance three steps to microsoft success 2015

Where are you now?

8 – June 2004

9 – Nov 2005

10 – May 2007

2010 – May 2010

2010R2 – May 2011

2013 – Dec 2012

2013R2 – May 2014

2015 – Dec 2014

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Rocks and Pebbles

Page 4: Erp stream step 1   upgrade to msdyngp 2015 - m-hance three steps to microsoft success 2015

Microsoft Dynamics GP Roadmap

GP 2015

Functionality

Identity Management V2

Workflow V2

BA on multi-platforms (Windows, Apple & Android)

Service Based Architecture (SBA)

GP 2015 R2

Top features requested by customers

Partner tools to simplify provisioning

AP Approvals

All in one Document Viewer

Functionality and Technology Releases

Every six months

GP 2015 R3

Top features requested by customers

Workflow V3

Enhanced customer experience for Web Client

HTML5 Compliant Web Client

GP 2013 R2

Functionality

Identity Management V1

Workflow V1

GP Workspace in Office 365

GP 2013

Web Client

Functionality

Management

Tools

Hosting

Business Analyzer (BA) on Windows

Web Client Wave Releases

Functionality

RapidStart

BA Off Domain

On Azure

2013 May 2014 Dec 2014 Jun 20152012 2016 +Dec 2015

GP 2013 SP1/2

Page 5: Erp stream step 1   upgrade to msdyngp 2015 - m-hance three steps to microsoft success 2015

https://connect.microsoft.com/dynamicssuggestions/Feedback

Help Shape The Future!

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System wide features

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Integrate to other applications or services

Secure Access Use Windows or O365 Identity to authenticate. https protocol with

REST style API lets you build apps on many different platforms

Operation SecurityManaged within the GP application just like forms and reports

Discovery operations inform you of available operations and their syntax

Enhanced Interoperability gives developers additional capability to leverage the Microsoft Platform.

GP consumes and exposes services

Logic in any dictionary including ISV products can be exposed as service operations.

Page 8: Erp stream step 1   upgrade to msdyngp 2015 - m-hance three steps to microsoft success 2015

Microsoft Dynamics GP 2015 Identity Management

Log into Microsoft Dynamics GP Web Client using organisational account credentials

Page 9: Erp stream step 1   upgrade to msdyngp 2015 - m-hance three steps to microsoft success 2015

Copy User Home Page and Role

Copy Home Page Settings & Content to Other Users

Copy Area Page Settings to Other Users

Page 10: Erp stream step 1   upgrade to msdyngp 2015 - m-hance three steps to microsoft success 2015

Microsoft Dynamics GP Workflow

Microsoft Dynamics GP 2013 R2

PurchasingPurchase Order RequisitionPurchase Order Approval

ProjectTimesheet Approval

Microsoft Dynamics GP 2015

FinancialGL Batch Approval

PurchasingPayables Batch ApprovalCreditor Approval

SalesReceivables Batch Approval

ProjectExpense Report Approval

Page 11: Erp stream step 1   upgrade to msdyngp 2015 - m-hance three steps to microsoft success 2015

Financials

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Intercompany Enhancements

• Intercompany Journal Entry Enquiry

• Void Intercompany Transactions

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Payment Terms

• Due date option using transaction Date

• Add days to due date

• Additional due and discount options

• Options: Next month, months, month/day and annual

Page 14: Erp stream step 1   upgrade to msdyngp 2015 - m-hance three steps to microsoft success 2015

Payment Terms

• Due date option using transaction Date

• Add days to due date

• Additional due and discount options

• Options: Next month, months, month/day and annual

Page 15: Erp stream step 1   upgrade to msdyngp 2015 - m-hance three steps to microsoft success 2015

Navigation to Management Reporter

• New navigation list for Management Reporter reports• View, edit and create Management Reporter actions

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• Company setup options• Control the data

that Management Reporter uses for General Ledger and/or Analytical Accounting reporting for each company

Management Reporter Integration Options

Page 17: Erp stream step 1   upgrade to msdyngp 2015 - m-hance three steps to microsoft success 2015

Sales & Purchasing

Page 18: Erp stream step 1   upgrade to msdyngp 2015 - m-hance three steps to microsoft success 2015

Edit E-mail for Historical Documents

Historical sales documents

Historical purchase orders

RM statements

Historical PM remittances

PM remittances

Page 19: Erp stream step 1   upgrade to msdyngp 2015 - m-hance three steps to microsoft success 2015

Invoicing for Web Client

Invoicing module is now available in the Web Client

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Payables warning when Open PO exists

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Employee Self Service

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Self Service Project Time and Expense

Project employee expense report and project timesheet entry

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Business Intelligence

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Refreshable Excel Reports

New functionality enables tighter integration with Smartlist Designer and Excel

Page 25: Erp stream step 1   upgrade to msdyngp 2015 - m-hance three steps to microsoft success 2015

Business Intelligence

Page 26: Erp stream step 1   upgrade to msdyngp 2015 - m-hance three steps to microsoft success 2015

Business Analyser 7

• Cross Platform

• Content Management Improvements

• Support for Management Reporter Content

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Business Analyser 7

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Business Analyser 7

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Business Analyser 7

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Business Analyser 7

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What is right for your business?

Understand key requirements and objectives

What functionality are you missing out on?

Are you on a fully supported version?

Speak to us! We are here to help

Microsoft Dynamics GP 2015 Upgrade Considerations

Page 32: Erp stream step 1   upgrade to msdyngp 2015 - m-hance three steps to microsoft success 2015

Thank you

Please complete your feedback forms now