Demo Script: McGladrey BuyinV1Section 1                                     Click Instructions       Talking Points       ...
Demo Script: McGladrey BuyinV1                                                3. CS3: Click Here      I can also customize...
Demo Script: McGladrey BuyinV1                                                 5. CS5: Click Here      Microsoft Dynamics ...
Demo Script: McGladrey BuyinV1                                                 7. CS7: Click Here                         ...
Demo Script: McGladrey BuyinV1                                              9. CS9: Click Here                   Click Her...
Demo Script: McGladrey BuyinV1                                 11. CS11: Click Here   Click Here                          ...
Demo Script: McGladrey BuyinV1                                              13. CS13: Click Here           Click Here     ...
Demo Script: McGladrey BuyinV1                                 15. CS15: Click Here      Click Here                       ...
Demo Script: McGladrey BuyinV1                                               17. CS17: Click Here                         ...
Demo Script: McGladrey BuyinV1                                                19. CS19: Click Here                        ...
Demo Script: McGladrey BuyinV1                                                     21. CS21: Click Here    Users can also ...
Demo Script: McGladrey BuyinV1                                              23. CS23: Click Here                          ...
Demo Script: McGladrey BuyinV1                                      25. CS25: Click Here                         Click Her...
Demo Script: McGladrey BuyinV1Section 2                        Click Instructions       Talking Points                    ...
Demo Script: McGladrey BuyinV1                                 3. CS3: Click Here     Click Here                          ...
Demo Script: McGladrey BuyinV1                                              5. CS5: Click Here                            ...
Demo Script: McGladrey BuyinV1                                 7. CS7: Click Here     Click Here                          ...
Demo Script: McGladrey BuyinV1                                              9. CS9: Click Here                            ...
Demo Script: McGladrey BuyinV1                                 11. CS11: Click Here     Click Here                        ...
Demo Script: McGladrey BuyinV1                                    13. CS13: Click Here    Click Here                      ...
Demo Script: McGladrey BuyinV1                                              15. CS15: Click Here         Click Here       ...
Demo Script: McGladrey BuyinV1                                              17. CS17: Click Here    I’ve been skipping ove...
Demo Script: McGladrey BuyinV1                                 19. CS19: Click Here    Click Here                         ...
Demo Script: McGladrey BuyinV1                                 21. CS21: Click Here           Click Here                  ...
Demo Script: McGladrey BuyinV1                                              23. CS23: Click Here               Click Here ...
Demo Script: McGladrey BuyinV1                                 25. CS25: Click Here       Click Here                      ...
Demo Script: McGladrey BuyinV1                                              27. CS27: Click Here            Click Here    ...
Demo Script: McGladrey BuyinV1                                              29. CS29: Click Here    SmartLists, again, are...
Demo Script: McGladrey BuyinV1                                                31. CS31: Click Here                        ...
Demo Script: McGladrey BuyinV1                                 33. CS33: Click Here                  Click Here           ...
Demo Script: McGladrey BuyinV1                                              35. CS35: Click Here                  Click He...
Demo Script: McGladrey BuyinV1                                                37. CS37: Click Here                        ...
Demo Script: McGladrey BuyinV1                                                39. CS39: Click Here                        ...
Demo Script: McGladrey BuyinV1                                      41. CS41: Click Here                         Click Her...
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Mc gladrey buyinv1

  1. 1. Demo Script: McGladrey BuyinV1Section 1 Click Instructions Talking Points 1. CS1: Click Here Microsoft Dynamics GP is a powerful, easy to use business management system. You are currently viewing the dashboard of a user in Microsoft Dynamics GP. As you can see, the experience allows users to access information and transactional areas very quickly and easily. Click Here 2. CS2: Click Here By simply clicking on the drop down menu beneath the graph showing “Employee Status by Month”, I’m able to quickly select another important metric on the home dashboard. Click Here Created 8/17/2012 Page 1
  2. 2. Demo Script: McGladrey BuyinV1 3. CS3: Click Here I can also customize the entire home dashboard if I’d like, by clicking “Customize this Page” and creating a Click Here view of my preferred metrics, which are presented in a variety of formats 4. CS4: Click Here Click Here Created 8/17/2012 Page 2
  3. 3. Demo Script: McGladrey BuyinV1 5. CS5: Click Here Microsoft Dynamics GP allows access to various areas in the solution through many different approaches. This of course is very similar to the Microsoft Office experience, which allows users to Click Here complete a task such as saving a document by using their preferred method. For example, users can quickly access the Payables Transaction Entry window by either clicking an icon on the toolbar or selecting Purchasing on the left hand menu. 6. CS6: Click Here Click Here Created 8/17/2012 Page 3
  4. 4. Demo Script: McGladrey BuyinV1 7. CS7: Click Here Click Here 8. CS8: Click Here Click Here Created 8/17/2012 Page 4
  5. 5. Demo Script: McGladrey BuyinV1 9. CS9: Click Here Click Here 10. CS10: Click Here Click Here Created 8/17/2012 Page 5
  6. 6. Demo Script: McGladrey BuyinV1 11. CS11: Click Here Click Here 12. CS12: Click Here Click Here Created 8/17/2012 Page 6
  7. 7. Demo Script: McGladrey BuyinV1 13. CS13: Click Here Click Here 14. CS14: Click Here Click Here Created 8/17/2012 Page 7
  8. 8. Demo Script: McGladrey BuyinV1 15. CS15: Click Here Click Here 16. CS16: Click Here Since Microsoft Dynamics GP users can customize their home dashboard based on their role, this user has elected to add “Payables Due” to the Reminders section. Click Here When I click the link to “Payables Due”, a report is immediately generated which includes real time data. From this report, I can drill down into the individual transaction. From this window, I can also view any distributions associated with this expense. Created 8/17/2012 Page 8
  9. 9. Demo Script: McGladrey BuyinV1 17. CS17: Click Here Click Here 18. CS18: Click Here Click Here Created 8/17/2012 Page 9
  10. 10. Demo Script: McGladrey BuyinV1 19. CS19: Click Here Click Here 20. CS20: Click Here Click Here Created 8/17/2012 Page 10
  11. 11. Demo Script: McGladrey BuyinV1 21. CS21: Click Here Users can also view Vendor specific information, directly from the window. Click Here 22. CS22: Click Here The report we’re currently viewing is generated using SmartList Builder, which is a tool used to quickly access information. Users can either view the Click Here report directly in Microsoft Dynamics GP, or they can export it to Excel. Created 8/17/2012 Page 11
  12. 12. Demo Script: McGladrey BuyinV1 23. CS23: Click Here Click Here 24. CS24: Click Here Click Here Created 8/17/2012 Page 12
  13. 13. Demo Script: McGladrey BuyinV1 25. CS25: Click Here Click Here Created 8/17/2012 Page 13
  14. 14. Demo Script: McGladrey BuyinV1Section 2 Click Instructions Talking Points 1. CS1: Click Here Microsoft Dynamics GP offers many different ways to view and share information, both internally and externally. In addition to viewing important metrics directly on the home dashboard, users are able to view and share the same metrics through the Business Portal. Here, non-users are able to view important information, and make better informed decisions Click Here 2. CS2: Click Here Click Here Created 8/17/2012 Page 14
  15. 15. Demo Script: McGladrey BuyinV1 3. CS3: Click Here Click Here 4. CS4: Click Here Click Here Created 8/17/2012 Page 15
  16. 16. Demo Script: McGladrey BuyinV1 5. CS5: Click Here Click Here 6. CS6: Click Here Back in Microsoft Dynamics GP, operations-level reporting is easy to Click Here access and interact with through use of the Business Analyzer Created 8/17/2012 Page 16
  17. 17. Demo Script: McGladrey BuyinV1 7. CS7: Click Here Click Here 8. CS8: Click Here Click Here Created 8/17/2012 Page 17
  18. 18. Demo Script: McGladrey BuyinV1 9. CS9: Click Here Click Here 10. CS10: Click Here Financial statements from Microsoft Dynamics GP are generated using Management Reporter. By selecting a Click Here consolidated income statement, I’m able to generate a real time income statement that spans multiple companies and currencies. The report can also be exported to Excel for further analysis. Created 8/17/2012 Page 18
  19. 19. Demo Script: McGladrey BuyinV1 11. CS11: Click Here Click Here 12. CS12: Click Here Click Here Created 8/17/2012 Page 19
  20. 20. Demo Script: McGladrey BuyinV1 13. CS13: Click Here Click Here 14. CS14: Click Here Click Here Created 8/17/2012 Page 20
  21. 21. Demo Script: McGladrey BuyinV1 15. CS15: Click Here Click Here 16. CS16: Click Here Click Here Created 8/17/2012 Page 21
  22. 22. Demo Script: McGladrey BuyinV1 17. CS17: Click Here I’ve been skipping over the SRS reports, since I think it’s confusing to see all of these reporting options in rapid Click Here succession. What do you think? 18. CS18: Click Here Click Here Created 8/17/2012 Page 22
  23. 23. Demo Script: McGladrey BuyinV1 19. CS19: Click Here Click Here 20. CS20: Click Here Microsoft Dynamics GP ships with over 200 Excel reports, which allows users to easily view information in a familiar format. Click Here Created 8/17/2012 Page 23
  24. 24. Demo Script: McGladrey BuyinV1 21. CS21: Click Here Click Here 22. CS22: Click Here The Excel reports are refreshable, meaning that if a user changes the Excel report, they can easily click “Refresh”, Click Here and the most recent Microsoft Dynamics GP data will populate the Excel report. Created 8/17/2012 Page 24
  25. 25. Demo Script: McGladrey BuyinV1 23. CS23: Click Here Click Here 24. CS24: Click Here Click Here Created 8/17/2012 Page 25
  26. 26. Demo Script: McGladrey BuyinV1 25. CS25: Click Here Click Here 26. CS26: Click Here Click Here Created 8/17/2012 Page 26
  27. 27. Demo Script: McGladrey BuyinV1 27. CS27: Click Here Click Here 28. CS28: Click Here Click Here Created 8/17/2012 Page 27
  28. 28. Demo Script: McGladrey BuyinV1 29. CS29: Click Here SmartLists, again, are a user friendly way to access information in Dynamics GP. If I click the Average Days to Pay report, I can quickly see how long my customers take to pay, on average. An important Click Here aspect of SmartLists is the ability to include any information required in the report 30. CS30: Click Here Click Here Created 8/17/2012 Page 28
  29. 29. Demo Script: McGladrey BuyinV1 31. CS31: Click Here Click Here 32. CS32: Click Here Click Here Created 8/17/2012 Page 29
  30. 30. Demo Script: McGladrey BuyinV1 33. CS33: Click Here Click Here 34. CS34: Click Here Click Here Created 8/17/2012 Page 30
  31. 31. Demo Script: McGladrey BuyinV1 35. CS35: Click Here Click Here 36. CS36: Click Here Click Here Created 8/17/2012 Page 31
  32. 32. Demo Script: McGladrey BuyinV1 37. CS37: Click Here Click Here 38. CS38: Click Here Click Here Created 8/17/2012 Page 32
  33. 33. Demo Script: McGladrey BuyinV1 39. CS39: Click Here Click Here 40. CS40: Click Here Click Here Created 8/17/2012 Page 33
  34. 34. Demo Script: McGladrey BuyinV1 41. CS41: Click Here Click Here Created 8/17/2012 Page 34

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