Microsoft Dynamics GP 2016 New Features | Robin Hauswirth and Jack Sawicki

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BDO Solutions is an award winning solution provider with a core focus on business processes and sustainable effectiveness

Offering a breadth of expertise, innovative thinking and valuable insight. Microsoft Dynamics GP 2016 New Features

Presented by Robin Hauswirth

GP 2016 was just released at the beginning of the month so you will be amongst the first to see the great new features

35+ Features & Enhancements

Foundation Distribution Financials Business Intelligence New HTML5 Web Client

Dynamics GP

Dynamics GP2016 is the next evolution in the Dynamics GP ERP Line. The updates to Dynamics have been developed in collaboration with Microsofts customers and partners.

Dynamics GP 2016 includes more than 35 new features and enhancements. These include enhancements to but not limited to:

Core GP functionalityDistributionFinancialsBIThe New GP Web Client

The Microsoft Dynamics GP 2016 Web ClientNON DEVICE SPECIFICANY BROWSERENHANCED UIOPTIMIZED FOR YOUR ROLE

The Microsoft Dynamics GP 2016 Web Client

This will broaden the footprint GP can run on to include any browser such as Chrome, Safari, Firefox, IE and the new Edge browser.

This will increase the number of platforms from which you can now run Dynamics GP. The web client can be run from almost any web connected device. These include Desktop, Laptop, iPad, android or Linux device

The Dynamics GP 2016 web client will provide greater mobility

There is a new enhanced user interface

The web client is also optimized for your Role. Only Windows & reports assigned to your role will be displayed

Microsoft Dynamics05/16/2016 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.3

Microsoft Dynamics GP 2016 introduces an HTML5 interface that provides a friendlier user experience Scales to your deviceNew controls created for HTML client UI changesSingle sign onThe GP 2016 Web Client

Dynamics GP35+ Features

The GP 2016 Web Client

Dynamics GP web client introduces an HTML5 interface that provides a friendlier user experience

With HTML5 the display will dynamically size for any device. This enables the device to determine sizing that works best for your screen size or interface type.

The new controls will allow you to interact with your device whether using touch, a stylus or mouse.

There is a new user interface that has been updated from earlier GP web clients. For the better

The GP 2016 Web client provides Single sign on You can now use your Domain login account to log into the web client. The same user name and password that you log into your computer with in the morning. One less password05/16/20164 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

What is HTML5?HTML is the markup language used for building and displaying online content, and the language of web browsers and web apps. HTML5 is the latest and greatest standard for that language

HTML5 will give the GP 2016 web client improved performance & responsivenessWeb browser agnosticWhy is this good for GP 2016?Improved Mobility

What is HTML5?

HTML is the markup language used for building and displaying online content, and the language of web browsers and web apps. HTML5 is the latest and greatest standard of that language and all the major browsers run HTML5.

Some Benefits of HTML5:Mobile Optimization web pages scale to your deviceImproved performance & responsiveness - Offline CachingProvides Browser Cross-Compatibility - Browser standardization

Overrall the HTML5 web client provides better overall Interactivity and should provide the same look and feel on any device on any platform

The New GP 2016 Web Client UI

A new interface has been developed for the Web client that provides compatibility with both mouse and touch interfaces.

Both Long time GP users and new users should easily be able to navigate the new Web client User Interface. There are some great new navigation features.

Ability to search for a window or report within the GP web clientShows a list of all open windows and reports based on search criteriaShows a list of all windows and reports and the navigation based on search criteriaAbility to close all open windows at once.Web Client Search


Web Client Search

Ability to search for a window or report within the GP web client Great feature to help users quickly find a report or window if they do not know how to navigate to it or have not used GP before

Shows a list of all open windows and reports based on search criteria

Shows a list of all windows and reports and the navigation based on search criteria Path to the Window is displayed to help users learn how to navigate the Web client user interface

Ability to close all open windows at once You can see all the Windows that are currently open and quickly bring them to the foreground or close them

Play Video05/16/20167 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Why is the GP 2016 Web Client a Big Deal?No need to install any additional software More responsive, easy to use & feature richCan log in from anywhere in the worldCan be scaled to provide redundancy or grow with your business The web client can be integrated with your on premises deploymentOnly features a user has access to are visible


Why is the GP 2016 Web Client a Big Deal?

No need to install any additional software - eliminates the need for Silverlight in the Dynamics Web Client which was required in previous versions (Hint: Remember Silverlight).More responsive, easy to use & feature rich Explained earlierCan log in from anywhere in the world that you have internet access. Provides better accessibility and mobility without the requirements to use a VPN, or set up Remote desktop or Citrix Can be scaled to provide redundancy or grow with your business Servers and can be added to prevent downtime, outages and ensure optimal performanceThe web client can be integrated with your on premises deployment You can use the Workstation client when you are at your desk and the web client remotely. It does not have to be one or the other. Both are supported.Only features a user has access to are visible based on your roles within dynamics GP, windows, reports and functions are not presented to a web client user in the UI

Single Machine

Simplest Configuration

Used when an organization has a small number of users

No redundancy

Dynamics GP 2016 Web Client Configuration Types


Dynamics GP 2016 Web Client Configuration Types - Single Machine

Simplest Configuration All the GP web components are installed on a single server

Used when an organization has a small number of users

No redundancy An organization can tolerate some downtime if the server becomes unavailable. Users may still use the GP workstation client from their desktops if the GP web server is unavailable and the GP database server is still available

Scale out

Used when an organization has a larger number of users The server load can balanced

Provides redundancy



Scale out Configuration type

Used when an organization has a larger number of users This configuration may be required to ensure the best performance for your GP web users and prevent against unexpected outages

The server load can balanced This means that Multiple servers can share the workload

Provides redundancy - The scale out configuration has some redundancy. If one of the session host machines must be taken out of service, such as when installing an update, the other session host machines will continue supporting web client users. This also applies if a server fails or becomes unresponsive

Multi-tenant

This is the most complex deployment type

This configuration type is typically used by organizations that host Microsoft Dynamics GP for other customers

Allows multiple Microsoft Dynamics GP installations to be run on the same physical server

Segregates data and security roles\tasks



Multi-tenant Configuration type

This is the most complex deployment type

This configuration type is typically used by organizations that host Microsoft Dynamics GP for other customers

Allows multiple Microsoft Dynamics GP installations to be run on the same physical server

Segregates data and security roles\tasks

When would you use this deployment type? This implementation allows multiple end-user companiesto share a partitioned SQL database This implementation offers an efficient, scalable shared environment for hosting multiple customersMulti-tenant Web Services offers the best use of resources and improves the economies of scale

Web Client Considerations DependsCertain GP modules may not be available in the current web client release e.g. Canadian Payroll

Certain 3rd party application may not currently be compatible with the web client

Can I upgrade to Dynamics GP 2016 and make the web client my only GP client?

A BDO GP representative can help you determine if the GP web client is right for you


Microsoft Power BIWhy am I telling you about Power BI?

Power BI is a comprehensive, self-service reporting platform that enables businesses to interact with their Dynamics GP data and gain important insightsAllows organizations to get accurate financial metrics and keep track of their financial healthWhat is Power BI?Allows you to create rich dashboards to view important data from across your organization


New part on Home Page to display Power BI ReportsClick on the report to take you out to your Power BI site

Power BI Reports on Home Page

With Power BI Reports right on the Dynamics GP 2016 Homepage, users will be able to get a quick snap shot of their most critical data

For Information on Power BIMay 11- 11:30 AM - 12:15 PM - Microsoft Power BI - The end of one era and the beginning of the next.


You can now get Power BI reports directly on your dynamics GP homepage.

Power BI works across platforms and devices, bringing your GP reports to your laptop, smartphone, or any other device.

From sales to inventory to manufacturing to projects,with Power BI all of your reporting is located in one easy-to-find place.

Interact with reports to gain even more insight into how financial decisions affect your bottom line.05/16/201614 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Additional GP 2016 Enhancements HighlightsSmartLists Import and export Smartlists from SmartList DesignerCreate SmartList from the Favorite using SmartList Designer

Core EnhancementsMultiple Page ScanScotia Bank EFT format added as a default EFT file formatIncrease Distribution Reference Field Size

Financials and ComplianceSimplified Analytical Accounting User Access SettingsBudget import exception reportPayables batch credit card payment optionDeposit cash receipts batches automaticallyEnable Credit card Payment Type for Check Run Processing

Distribution EnhancementsAll-in-one document view for sales and inventory transactionsPrepay purchase order total

And more


Option to automatically give users access to all AA transaction dimension codes, rather than defining access individually for all users to all codesAA User Access Settings


Prior to this change, we were allowed to give access to one user at a time. With this new feature we will be able to grant access to multiple users for Analytical account transaction dimension codes

05/16/201616 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

When Automatically Post Cash Deposits is marked and you post a batch with cash receipts in it, one deposit will be created for all cash receipts in the batchIf you transaction level post, each transaction will create a separate depositAutomatically Batch Deposit Cash Receipts



Option for a computer check batch to be paid by credit cardThe credit card payment will create an invoice for the credit card vendorA remittance form will print to show the invoices paidPayables Credit Card Payment



Prepayment amount on purchase orders can now include Taxes, Freight and MiscellaneousEntire PO amount can be included in the prepayment

Prepayment on Purchase Order Total Amount


Prepayment on Purchase Order Total Amount enables us to make the pre-payment of Entire PO amount. Prior to this enhancement, prepayments could not exceed the subtotal amount of the purchase order. With this new feature the prepayment amount on purchase orders can now include Taxes, Freight and Miscellaneous. 05/16/201619 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

When importing a budget from Excel, an exception report will print displaying accounts that arent setup in Dynamics GPUser will be able to export and import SmartList definitions created with SmartList Designer from one install to another

Budget Import Exception Report



Numbers exported from Excel will be formatted as a number, not textExport Numbers to Excel Formatted as Numbers



View all related sales documents for a single transaction in one windowAccessible from Customer Maintenance, many sales inquiry windows, navigation lists and the home pageSales All-in-One Document View



View quantity in and quantity out transactions for one item in one windowAccessible from Item Maintenance, many item inquiry windows, navigation lists and the home pageInventory All-in-One Document View



Workflow Batch Approvals now have a default Word template for the edit list forGeneral Ledger BatchesPayables BatchesReceivables BatchesCan be emailed to approver for complete information before approving

Word Templates for Batch Approval Workflow Emails



The electronic file format used by Scotia Bank is now one of the default EFT formats Default formats are available for use in electronic transactions for both sales and purchases

Scotia Bank EFT Format Added



What are my GP 2016 Deployment Options?1. Traditional On-PremiseThere are 2 ways of hosting Dynamics GP2. Cloud

Hosted - Private

Hosted - Shared


What are my GP 2016 Deployment Options?

Traditional On Premise All GP servers and infrastructure components are hosted at your site or another site managed by your organization

Cloud - All GP servers and infrastructure components are hosted by a dedicated hosting provider at an offsite datacenter for your organization. The environments can be either private or shared.

Traditional On-Premise DeploymentPurchase the software and deploy at your location on your own servers

Installation options:

Individual WorkstationsRemote Desktop Services or CitrixGP Web Client

Pros: You maintain control of your data at all times and you are not dependent on an internet connectionAll financial data stays In HouseCons: You are responsible for all server maintenance, backups and other IT servicesSoftware and hardware purchase can mean a large initial investment of funds


On Premise deployment This is the deployment type that most of you would be familiar with

Purchase the software and deploy the applications on your own servers onsite

Installation options: - There are 3 ways for an end user to connect to Dynamics GP to access their financial data

Individual Workstations GP workstation client is installed locally on your laptop or desktopRemote Desktop Services or Citrix The GP workstation client is hosted centrally within your organization and accessed via a remote desktop client GP Web Client Accessed via a browser

Click

Pros: You maintain control of your data at all times and you are not dependent on an internet connection. All financial data stays in house

Click

Cons: You are responsible for all server maintenance, backups and other IT services. Software and hardware purchases can mean a large initial investment of funds

The Cloud


The Cloud

The CloudWhat is cloud computing? a brief definition

In general the cloud refers to the method of delivering software, from e-mail to accounting to customer relationship management, to users via the Internet

Public cloud - Provides services to multiple clients using the same shared infrastructure\resources e.g. Gmail, Facebook

Private cloud - Services, servers are dedicated to one organization. Only accessed by a single organization. e.g. Government Services, Banking Services


Most of you have heard the term the Cloud. But what is the cloud? I would just like to provide a brief overview of the cloud before I continue for those who may be unclear with the term.

In general the cloud refers to the method of delivering software, from e-mail to accounting to customer relationship management, to users via the Internet All of you have sat down in front of your computer, launched a browser or App and accessed a service or resource online.

There are multiple cloud types but I am just going to focus on 2 of the most common.

Public cloud - Provides services to multiple clients using the same shared infrastructure\resources e.g. Gmail, Facebook Least secure - constructed using pooled shared physical resources, and accessible over a public network

Private cloud - Services, servers are dedicated to one organization. Only accessed by a single organization Must be officially granted access to resource within the Organization. This cloud is often used by employees of an organization to access data and resources within the organization. Example- Government Services, Banking You need an account to access the service and the services or resources may only be accessible from a specific locationMost secure -typically serves the needs of a single organization and is often purpose-built to fit a particular infrastructure and use case. It may be hosted on-premises or in a colocation data center.

The CloudPurchase the software and pay a monthly feeAll the servers are dedicated to your organizationAccess is over a secure internet connection that can be either shared or privatePros: You own the software but you do not need to purchase or maintain the hardware infrastructureMore flexibility with scheduled outages More customizable Solution can be tailored to the organizationCons: Access is dependent on an internet connectionOngoing monthly feeHosted Private Deployment


You Purchase the software and pay a monthly fee to have your applications and data run on a server(s) at a secure data centerAccess is over a secure internet connection that can be either shared or private -

Shared Internet Connection - You may use the public internet to send secure encrypted data between your site and the hosted site. Your data travels with all the other data traveling on the internet

Private Internet Connection All data travels through a Secure tunnel that is dedicated to your organization and is not shared with other data traveling across the internetPros: You own the software but you do not need to purchase or maintain the hardware infrastructure Someone else performs the server backups, upgrades and manages all the resources required to maintain the health of the environmentMore flexibility with scheduled outages More customizable - Solution can be tailored to the organization

Cons: Access is dependent on an internet connection. Ongoing fee

Multi-tenant - Allows multiple Microsoft Dynamics GP installations to be run on the same physical\virtual serversAccessed over a secure internet connectionThe server resources are sharedFinancial data is still segregated and not accessible between organizationsPros: You are not responsible for any hardware purchases or maintenanceCost to an organization may be lower based on economies of scaleMore efficient resource utilizationCons: Access is dependent on internet connection Less customizableScheduled downtime may impact multiple organizationsThe CloudHosted Shared Deployment


Many of the same reasons for choosing a Private hosted solution apply to the shared solution.This solution is like an apartment\condo building with many tenants. All the resources are shared therefore the monthly costs per tenant should be lower. Your unit is still your own and only you can access it.

Shared Deployment = Apartment Private Deployment = House

Business Drivers and Options when choosing an On Premises Vs. a Cloud SolutionCost FactorsReduce capital expenditures Predictable monthly fee Reduce cost of IT support or staff Functionality FactorsIntegration with your environmentOngoing daily maintenance Speed of DeploymentControl FactorsIs Data/applications at your site or managed remotely Choose when to upgradeSecurity FactorsAccess without an internet connectionEasy of disaster mitigation


Dynamics GP 2016 Components & Requirements


Dynamics GP 2016 ComponentsDynamics GP 2016 is comprised multiple interconnected components. The components can be broken down as:Database Server Manages the data for the GP accounting system GP Workstation Client The Windows application that presents Microsoft Dynamics GP to the userWeb Client Components - Provides access to Microsoft Dynamics GP through a web browser or other mobile applicationRemote Desktop Services - Allows Microsoft Dynamics GP to be managed and accessed from one centralized location within your organization

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Dynamics GP 2016 Requirements

The following requirements are not all inclusive

Server Operating System Microsoft Windows Server 2016 / 2012 / 2008 SP1 or above

Workstation Microsoft Windows version 10 / 8 / 7Microsoft Office 2016 32bit & x64Microsoft Office 2013 32bit & x64 Database ServerMicrosoft SQL Server 2016 / 2014 / 2012

Network Card 1GB Ethernet (all connected components)

Changes from previous GP Releases

Windows server 2016 is supportedMicrosoft SQL Server 2008 is no longer supportedMicrosoft Office 2010 is no longer supported

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Virtualization Support

All Microsoft Dynamics GP 2016 server applications can be implemented in a virtualized environment

Supported PlatformsWindows Server 2016\2016 \2008 HyperV VMWare vSphereCan help reduce the number of physical servers needed to host your Dynamics GP 2016 implementationImproved server resource utilizationWhat are the benefits of virtualization?Easier backup and restore operationsSnapshot capability, which provides flexibility when performing server maintenance

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Summary

Microsoft Dynamics GP 2016 is a full-featured ERP solution that is easy to use, fast to implement, and adaptable. With a solid foundation and long history, Microsoft Dynamics GP 2016 offers the following:

Flexible deployment options, with both a desktop and a web clientExcellent performance Improved mobile functionalityFlexible data integration and reporting toolsUnique platform features ideal for business applicationsIntegration with standard Microsoft applications like Microsoft Office Many core functionality enhancementsIntegration with Microsoft Windows Server technologies An extendable architecture allowing customization capabilities

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Connect with BDO

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Microsoft Dynamics GP 2016 New Features | Robin Hauswirth and Jack Sawicki

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