10/27/2014

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RG Connect 2014 | Building Now for Your Future

MS Dynamics GP2013 R2 FeaturesPresented by: Carol Livingston

Web Client Wave Releases

Functionality

GP App for Office365

BA Update

Web Client

Functionality

Management 

Tools

Hosting

Business Analyzer

Web Client Wave Releases

Functionality

RapidStart

BA Off Domain

On Azure

GP 2013 SP1GP 2013 GP 2013 SP2

Functionality

Workflow

Companion Apps

GP App for Office365+

GP 2013 R2 GP 2015 GP “Next”

2013 (H1)

2013 (H2) 2014 (H1) 2014 (H2) 2015

Microsoft Dynamics GP Roadmap

2012 2016+

Functionality

Identity Management

Service Based Architecture

Functionality and 

Technology releases 

every six months

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Microsoft Dynamics NOW & NEXT

Replace existing Req Management

Order items and goods

Combine requisitions to a single PO

Requisition Workflow

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Replace existing 

Workflow

Five workflow types

Dex‐based

Email Approval

Identity Management

• Simplify Web Client Logins

• Reduce Identity Maintenance between apps

• Support companion app and Service Based Architecture scenarios

Exchange Login: Send EmailWeb Clinet Home Page

Web Client User: ON DOMAIN Web Client Login: Web Page Web Client Login: SQL Auth Web Client Login: Company

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System Wide

GP 2013 R2 – Ribbons in Desktop

• Freshen Desktop Client UI• Include ribbons on all 

forms• Update desktop font

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GP 2013 R2 – SmartList Designer 2.0

• Create New Go To• Integrate with

Existing Go To Options• Open Form,

Navigation List, SmartList, or Web Page

GP 2013 R2 – Take Company Offline

• Limit company access for maintenance

• Assign user with access

• Message users

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GP 2013 R2 – Azure Backups• Disaster recovery• Backup/Restore directly to/from Windows

Azure Storage• Option in GP window

GP 2013 R2 – Print Remaining Docs for E-Mail

• Print and E‐mail in one step

• Available for E‐mail batch Process 

• Available for E‐mail Statements Process

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GP 2013 R2 – Email or Print any report in Word

• Ability to send reports in Word format

• Ability to print reports as Word templates

• Use Word tools to modify the reports

GP 2013 R2 – Email based on doc type

• Allow Customer’s to Email documents based on the on specific document type

• Can Enable or Disable the feature

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GP 2013 R2 – Doc Attach

• Scan Documents Directly to Doc Attach from Scanner

• Add Doc Attach to Payables• Convert OLE Notes to Doc 

Attach 

GP 2013 R2 – Doc Attach - OLE Notes

• OLE File Attachments replaced with Doc Attach

• Available on both Desktop Client and Web Client

• Attachments saved in the SQL database

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GP 2013 R2 – OLE Object Migration Utility

• External, one time utility for existing users to extract existing OLE attachments and import into Doc Attach files.

• For Core Dynamics GP, HR, and Manufacturing

GP 2013 R2 – SSRS on Transaction Forms

• Enables SSRS Report Rendering from Transaction Windows

• Personalized SSRS Reports Based on Your BI Needs

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Financials

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GP 2013 R2 – Reverse Fiscal Year

• Ability to reverse the GL Year End Close process

• Will open the previously closed fiscal year

• Will warn users to create backups and verify all users out of GP prior to process

GP 2013 R2 – FA Default Asset ID from Asset Class

• New option for Asset IDs

• More quickly set up asset records

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GP 2013 R2 – Integration of MC reval with AA

• Multi currency revaluation now linked with AA

• AA codes on the original transaction can now be updated per the revaluation process.

GP 2013 R2 – Copy and Paste to GL

• Ability to paste from Excel to General Ledger

• Will validate the data that is being pasted into the Transaction Entry 

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GP 2013 R2 – Reprint outstanding transactions report from Bank Rec

• Reprint Outstanding Transactions Report

• Print posting report after posting

GP 2013 R2 – Default Sort Order for Checks

• Sort Checks by option will be found in the Payables Management setup

• Sort options:  Payment Number, Name, State‐City or Zip Code

• Time‐saving feature 

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Distribution

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GP 2013 R2 – Suggested Item Enhancements

• Sales script for each item

• Analyze option to suggest quantities

• New fields: Price, QtyAvailable, Site ID

GP 2013 R2 – Assign Item to multiple Sites

• Assign an Item to multiple Sites

• Available from Site Maintenance

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GP 2013 R2 – Prepayment Additions

• Integrate with Analytical Accounting, Multi Dimensional Analysis, Cash Flow Management and Project Accounting

• Show PO Number in Check Inquiry

Business Portal will not be released 

for GP 2015

Business Portal Replacement StrategyReplace Business Portal with employee self service functionality within GP web client 

Augmented by apps such as:

Business Analyzer

Procurement

Time Management

Others (tbd)

Limited User Role

Requisition Management

Employee Self Service

Project Time 

Project Expense

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GP 2013 R2 – Self Service Home Page

• New Home Page Content Page

• Quick & Simplified Navigation

• Preview Important Information

GP 2013 R2 – Employee Self Service

• Self‐Service User

• Business Portal Time & Attendance Replacement

• Allows Entering ‘Time on Behalf Of’

• Approval Workflow

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GP 2013 R2 – Project Self Service

• Self Service Users• Project Time and Expense• Workflow

Microsoft Dynamics GP NOW & NEXT

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Identity Management GP2015

Access GP Anywhere, Anytime

SQL Reports Manage SQL Reports data 

permissions from GP

R2 Authentication Dialog friction removed for Web Client users.  Maps 

Windows users to GP Web Client Users.

Additional IdentitiesLogin to Web Client using O365 identity

Workflow Additions GP2015

Full replacement of the existing GP Workflows

1. General Ledger Batch Approval2. Employee Onboard Approval3. Employee Personnel Approval4. Vendor Approval5. Payables Batch Approval6. Receivables Batch Approval7. Customer Credit Limit Override Approval8. Sales Quote Approval9. User Security Approval

Additional Workflows 

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Feature Adds

Customer driven feature work continues

Load Balancing EnhancementsNavigation to MRSplit Shipping of KitsAsset Continuity ReportPayroll Posting Account SetupEFT EnhancementsMultiple PO Prepayments+30 more Customer Scenario Features

Microsoft Dynamics GP NOW & NEXT

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Transformational Architecture

Paves the way to replace• Web Services/eConnect• Integration Manager

Expands Partner and ISV capabilities• Build mobile and companion applications• Integrate to anything

UNIFIED LOGIC

CONNECT

Positions GP to run natively on Azure

AZURE

Web Client Wave Releases

Functionality

GP App for Office365

BA Update

Web Client

Functionality

Management 

Tools

Hosting

Business Analyzer

Web Client Wave Releases

Functionality

RapidStart

BA Off Domain

On Azure

GP 2013 SP1GP 2013 GP 2013 SP2

Functionality

Workflow

Companion Apps

GP App for Office365+

GP 2013 R2 GP 2015 GP “Next”

2013 (H1)

2013 (H2) 2014 (H1) 2014 (H2) 2015

Microsoft Dynamics GP Roadmap

2012 2016+

Functionality

Identity Management

Service Based Architecture

Functionality and 

Technology releases 

every six months

10/27/2014

RG Connect 2013 22

Evaluation

RG Connect 2014 Building Now For Your Future

The Resource Group LeadersMarty Schillaci, CEODenise Schillaci, COO

RG Connect 2014 Building Now for Your Future