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AGENDA

• Dynamics GP Roadmap• Support Lifecycle• BI and Reporting Tools• Management Reporter 2012 Highlights• What’s New in GP 2013 w/ System

Requirements• GP 2013 Beta Preview• Resources

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ROADMAP

C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .

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SUPPORT LIFECYCLE

Product General Availability

Exit data from mainstream support

Microsoft Dynamics GP 10

08/04/2007 10/09/2012

Microsoft Dynamics GP 2010

06/15/2010 10/13/2015

Microsoft Dynamics GP 2013

Q4 2012 Five years after general availability

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BI AND REPORTING TOOLS

Business Analyzer SmartLists and SmartList Builder Excel Reports and Excel Report Builder SQL Server Reporting Services (SSRS)

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BUSINESS ANALYZER

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SMARTLISTS AND SMARTLIST BUILDER

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EXCEL REPORTS AND EXCEL REPORT BUILDER

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SSRS

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WEB CLIENT

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GP 2013 – SYSTEM REQUIREMENTS

Client Workstations Windows 7 Professional or Ultimate or Vista SP 2 or

later– 32-bit or 64-bit Office 2010 IE 8 or 9 Adobe X 2 GB RAM

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GP 2013 – SYSTEM REQUIREMENTS

Server (supports 32-bit and 64-bit)

Microsoft SQL Server 2012 or 2008 SP 1 or later Windows Server 2008 SP 2 or later SQL Server Reporting Services 2012 or 2008 SP 1 or

later 8 GB RAM

Terminal Server Windows Server 2008 SP 2 or later 4 GB RAM

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GP 2013 – SYSTEM REQUIREMENTS

No longer supported Windows XP all editions Windows Server 2003 IE 7 Office 2007 SQL Server 2005 SharePoint Services 3.0 Office SharePoint Server 2007 Office Communicator 2007

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WHAT’S NEW IN GP 2013 - SYSTEM

Home Page Changes General Journal Batch History Select Printer at time of Print Support for http:// in Report Destination form Ability to Print SSRS Reports from forms Excel Export Using Open XML Enhance the AltMod windows with a mark all/unmark

all functionality

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WHAT’S NEW IN GP 2013 – EMAIL ENHANCEMENTS 64-Bit Outlook Supported Email Indicators on Navigation Lists Password Protection on word documents Ability to use Word templates for RM Statements Ability to Email additional Word templates for SOP

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C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .

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WHAT’S NEW IN GP 2013 – GENERAL LEDGER Journal Entry Inquiry for History Reconcile Bank Reconciliation Reconcile Inventory Year End Close options Currency Translation Average Exchange Rate calculation

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WHAT’S NEW IN GP 2013 – FIXED ASSETS Historical Depreciation Reports Reset History in Detail Restrict Displaying Reset Transactions Lock Fixed Assets Year Process Progress Bars Mass Depreciation Reversal Independent Fixed Assets Calendars Define Short/Long Calendar Years

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C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .

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WHAT’S NEW IN GP 2013 – FIXED ASSETS Autogenerate Next Asset ID Intercompany Asset Transfer Fixed Assets Transactions Batches Post in Detail to General Ledger Analytical Accounting Integration with Fixed Assets Documentation Updates for MACRS

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C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .

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WHAT’S NEW IN GP 2013 – PAYABLES

Void of Check returns applied credit documents

Vendor’s Credit Card Invoice automatically voided when credit card payment voided

Settlement Date added for EFT payment

EFT Length and Delimitation Options

Edit Payables Transactions: Remit to Address 1099 Information

PM Reprint Checks and Remit Forms

Added a 1096 Form

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WHAT’S NEW IN GP 2013 – RECEIVABLES

Ability to rename the User Defined fields on the Customer Address

Multi-Currency apply in Cash Entry Ability to Email RM Statements using Word Templates Ability to save the default sort order for Customer (and Vendor) Lookups

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WHAT’S NEW IN GP 2013 – INVENTORY

Item Standard Cost adjustment post to GL Multi-Serial Number select Inactivate a Site and Item Site Reason Codes for stock movements/adjustments Inactive Item Bin Transfer History

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C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .

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WHAT’S NEW IN GP 2013 – SOP/MFG

Additional Word Templates for SOP Print Button on Pick List Shortage Inquiry (Mfg) Ship to Address has different Company Name Relate / Link Items for suggestions on Sales Consolidated Invoicing

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C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .

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WHAT’S NEW IN GP 2013 – PURCHASE ORDER Document Attach Tolerance Handling Track Serial Numbers for Drop Ship items Allow prepayments on a PO Prevent PO close prior to Invoice Match

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WHAT’S NEW IN GP 2013 – FIELD SERVICE Add Field Service Allocations to Item Allocation Inquiry

Window Update Back Order Quantity in Item Maintenance RMA Entry - Update Contact & Address ID Consolidate Revenue Recognition Item Description from RMA Credit Multi-User check in RMA Entry Equipment Super Session Hotline Update RMA Return Quantity and Type

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WHAT’S NEW IN GP 2013 – FIELD SERVICE Ship to Address Integration to SOP Cross Ship RMA consolidation Honor Discontinued Item Status Auto Populate Customer ID Add a Contract Number search in Revenue recognition

window Allow contract line to be moved to another contract

even if on an open service call Option to have an equipment card created when

manufacturing receives a serialized item into inventory

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WHAT’S NEW IN GP 2013 – PAYROLL

Check Build Exception Report

Stop Duplicate Checks

Pay Code History Edits

Pay Code, Deduction and Benefit Modifier

FICA and TSA Deductions

Human Resource Calendar

Negative Carryover

PTO Detail and History

PTO Manual Checks

Year End PTO

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WHAT’S NEW IN GP 2013 – HUMAN RESOURCES Life Insurance Enhancements Requisition Navigation Lists Mandatory Arrears Template and Reminders Deduction in Arrears Reporting Voucher Description, Document Numbers and

Consolidation for Payroll Integration to Payables Advanced HR new warning Notice and ability to delete

History Records Customer Fields for Advanced HR

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MANAGEMENT REPORTER 2012 HIGHLIGHTS Attach comments to important rows in a report version

Copy comments from one version of a report to another

Quickly create a chart based upon selected report rows and columns

Collaborate on a report by providing a link to current report and selected row when launching instant messenger client from within a report

Easily page within a report

Jump to key areas of report for fast analysis

Locate key features in Report Viewer with enhanced toolbar

Find a key value in a report, such as account value or description

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MANAGEMENT REPORTER 2012 HIGHLIGHTS Personalized and secured view of data for all output types

More secured report output options

Publish to a read-only (.xps) report format

Publish a personalized Microsoft® Excel® (.xlsx) file

More report distribution flexibility

Schedule reports to generate on a periodic basis

Publish reports to multiple Microsoft® SharePoint® or any network location

E-mail reports via SharePoint alerts

E-mail a link to a report from within Report Viewer

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MANAGEMENT REPORTER 2012 HIGHLIGHTS Quickly identify accounts/dimensions that have been

omitted from report building blocks

Control how account descriptions are formatted

Easily save and reuse dimension combinations when designing reports

Format headers for rolling forecasts

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RESOURCES

TrinSoft Website – www.trinsoft.com

TrinSoft Blog - http://www.trinsoft.com/Resources/Blog/tabid/322/Default.aspx

TrinSoft eNews - http://www.trinsoft.com/Resources/eNews/tabid/393/Default.aspx

TrinSoft Dynamics Tips - http://www.trinsoft.com/Resources/DynamicsTips/tabid/448/Default.aspx

TrinSoft on LinkedIn - http://www.linkedin.com/company/trinsoft-llc?trk=hb_tab_compy_id_126535

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RESOURCES

Microsoft Dynamics Communit y - http://www.microsoft.com/dynamics/customer/en-US/community.aspx

Microsoft Dynamics CustomerSource - http://www.microsoft.com/dynamics/customer/en-us/access-customersource/default.aspx

Dynamics GP User Group (GPUG) - http://www.gpug.com/

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We appreciate YOUand your continued support!

tmorris@trinsoft.com

C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .