Microsoft Dynamics GP 2010
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Transcript of Microsoft Dynamics GP 2010
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