Dynamics GP 2010

Craig C. SrodaCEO / Partnercsroda@pinnacleofindiana.com

Agenda• Introductions• Dynamics GP 2010 Overview

• Making it Easier– Word Templates and Emailing– Smart List– List Builder

• Extend Connections and Process Management– Extender– Communicator (Overview)– Work Flow (discussion Video)

• Enhanced Insight– Excel Reports, Excel, and Excel Builder– Business Insight– Report Builder (if time)

• Dynamics Roadmap/Future • Q & A

Introductions

• Name• Company• Position• Briefing Expectation• Anything else we should know…

Who are you?

Audience Questions

Know of OR Using:• Windows 7• SharePoint• CRM• BI/KPI’s• Workflow/BPM

Quick Poll?

Pinnacle Quick Overview

• Established 1996• Microsoft Gold Partner• Microsoft Managed Partner

Who We Are

People EcosystemProcess

VisionMicrosoft Dynamics GP

2010

Enhance Insight

Extend Connections

Make ItEasier

More Visibility Less Effort More Collaboration

Role-Tailored User Interface

Leverage Existing Investments

The Power of Choice• Start with hosting

move to on-premise• Start with on-premise

move to hosting• Combination of

on-premise and hosted

Partner Hosted

On Premise

Make it Easier - DEMO

WordForms22

Demo - Word Forms & Emailing Options

Smart Lists

Demo – Smart List

Lists &List Builder

Demo – Lists and List Builder

Extend Connections and Process - Demo

Demo – Extender

New Web Services83

Integrations Discussion

New Web

Services100+

Workflow Overview

• What is Workflow / BPM?• Types of Workflow

– Simple, Parallel, Branched, etc.

Simple Workflow - Approval

Alicia

Always Require Approval

Ellen

Must approve if greater

than $1,000

Sara

Must approve if

greater than

$10,000

Charlie

Must approve if greater

than $20,000

2 31 4

PhyllisSubmits

a Purchase

Order

Simple Workflow - Action

Alicia

Review Signed

Contract

Always

Ellen

Enter Payment Terms

If Payment Terms are

Blank

Sara

Must Always

Approve

2 31

PhyllisSubmits a Vendor

Parallel Workflow

Inga

Must always

Approve

Phyllis

Must approve if greater

than $10,000

Charlie

Must approve if

greater than

$20,000

Sara

Must approve if

greater than

$20,000

Ken

Must approve if

greater than

$10,000

April

Must approve if the BUYER ID is Alicia

2 31

4 5 6

AliciaSubmits

a Purchase order

Branching Workflow

Michael

Must approve

if the Vendor is Astor Suites

David

Must approve

if the Vendor is Crawfords,

Inc.

Nancy

Must approve

if the Vendor is

Getaway Inn

Charlie

Must approve if greater

than $50,000

Sara

Must approve if greater

than $20,000

Kevin

Must approve if greater

than $5,000

2

3

1

4 5 6

SusanSubmits

a Purchase

Order

Branching Workflow

Connie

Must approve if greater

than $ 5,000 Michael, DavidMust

approve if greater

than $1,000Kevin

Must Always Approve

Sara

Must ALWAYS approve

2

3

14

NancySubmits

a Purchase

Order

Workflow Overview

• What is Workflow / BPM ?• Types of Workflow

– Simple, Parallel, Branched, etc.

• Where is Workflow ?– GP Workflows– CRM Workflows– PinFile – Document Imaging Workflows

(AP)

• GP Walkthrough - PO Approval Process

Enhanced Insight - DEMO

New Excel Reports11

Demo - Excel Reports and Excel Builder

Total Excel Reports200+

BI and KPI’s for Enhanced InsightBring personalized business intelligence to key roles in your organization, get more out of Microsoft Office Excel, and extend access to information to everyone in your company.

Give people insight that’s relevant to their roles• Help speed planning and offer a

clear route to deeper analysis with role-based, personalized dashboards and KPIs that include charts, graphs, and gauges.

• Get to the right level of detail with drill-down views that can take you quickly from a KPI or chart to a specific record source.

• Present targeted information for specific audiences with an enhanced library of more than 90 built-in Microsoft SQL Server® Reporting Services and 220 Excel reports.

WordForms22 Financials

Features25New Charts and KPI’s119New SRS Reports20New Excel Reports11New Web Services83New Workflows3

Distribution Features

12

Human Resources/Payroll Features20Field Service Features15SystemFeatures11Business Intelligence Features20

Microsoft Dynamics GP

Proven• Over 41,000

customers worldwide• 1,000 user benchmark

study yields +3M transaction throughput

• CPA Technology 5 Star Award

Insightful• Over 200 Excel reports

with real-time data• Over 100 out of the box

metrics & KPI’s across 15 dashboards

• Drill back to Dynamics GP from KPI’s, reports, and more…

Efficient• Rapid implementation

tools help get you up and running quickly

• Quickly communicate with vendors, customers and more with integrated unified communications

• Automatically connect & sync with Microsoft CRM

Continued innovation targeted at mid-market with particular focus on:

SimplicityProductivityDynamics User Experience LeadershipContextual BITime-to-Value

Microsoft Dynamics GP Roadmap

GP 10 SP4GP 2010

GP “12”

GP “14”

Extender FunctionalityMicrosoft Dynamics CRM Adapter for Microsoft Dynamics GP

Deep FunctionalityRole Tailored BI Next level of Office integration and WorkflowCorporate Performance Management

Continued innovation targeted at mid-market with particular focus on:

Next Gen UIContextual Role Tailored WorkflowMicrosoft technology

MAJOR RELEASES

2009 2010 2015-20162012-2013

GP 2010 May

GP 10.0 SP4 Aug

SERVICE PACKS/MINOR RELEASES

1)Meet your unique needs from the start2)Give people a solution they’ll want to use3) Tailor your solution to work the way your

business does—without complicated IT efforts

4)Make it easy to access information5)Go beyond basic reporting6)Extend insight across your entire

organization7)Connect your people and your systems8)Accelerate your return on investment9) Ensure scalability and performance as

your business grows

10)Count on innovation now and into the future

Top 10 Reasons to Invest in Microsoft Dynamics GP

Question and Answers