Microsoft Dynamics GP

Client Event

Introductions

• Welcome

• Introduction Microsoft’s Jim Westerman

• Introduction of Boyer staff

• Questions about versions, ISV’s

• Our Mission - Making Businesses Better

Promotions for Attending Today

• 3 or More for Less-Carol

• Block of hours- 5% off for 50 hours, 10% off for 100 hours, csimonson@boyerassoc.com, Carol Simonson

• SalesPad Promotion

Agenda• Check In and Breakfast

• Welcome

• GP 2015

• Management Reporter

• SalesPad

• Lunch

• Reporting Tools

• Service Based Architecture

• GP Tips and Tricks

GP 2015 Reasons to Upgrade1. Stay Current - GP Roadmap

2. Self-Service User CAL

3. Expanded Workflows

4. Identity Management

5. Business Analyzer

6. Service-Based Architecture

7. What is coming next?

GP “Next”

GP 2013+GP 2013

GP 2013 R2 GP 2015

GP 2015 R2

2013 2014 (H1)

2014 (H2)

2015 H1

Microsoft Dynamics GP Roadmap

2012 2016 +

Service Based Architecture (SBA)

Functionality

Identity Management V2

Workflow V2

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

All in One Doc

Viewer

AP Inv Approval

Time Mgmt App

Automated Provisioning for Azure

Top features requested by customers

Functionality and technology releases

Top features requested by customers

GP 2015 R3

2016 H1

Enhanced user experience for Web Client

Multiple browser & device support for Web Client

Workflow enhancements

Top features requests

Enhanced cloud deployment

Web Client

Functionality

Management Tools

Hosting

Business Analyzer (BA) on Windows

GP Workspace in Office 365

Functionality

Requisition Management

Identity Management V1

Workflow V1

Web Client Wave Releases

Functionality

RapidStart

Business Analyzer Off Domain

On Azure

Self-Service User CALAvailable Licenses –

• Full User – All Access• Limited User – Read-only with some write capabilities

• Concurrent User• Can run reports and inquiries• Can modify own employee information• Can create requisitions for their own supplies

• GP 2015 Self Service CAL• Named User• Similar rights to Limited User, but limited reports/inquiry

Expanded Workflows

GP 2013 R2• Purchase order approval• Purchase requisition approval• Project timesheets approval• Payroll timecard approval

GP 2015• General Ledger batch approval• Payables batch approval• Vendor approval• Receivables batch approval• Employee skills approval• W4 approval• Project expense report approval

Demo

What’s Next – GP 2015 R2?

• All In One Document Viewer• Payables Transaction Workflow• Employee Service W2• Time Management App• Analytical Accounting Transaction Lists• SmartList Designer Create View –

Allows query to be used outside of GP• SmartList Designer Create View Workflow

Requires Workflow approval before View is created in SQL

Apple iPad

Android Tablet

Windows Tablet