Microsoft Dynamics GP 2010

Dynamics GP 2010
Craig C. Sroda
CEO / Partner
csroda@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

2010
Vision
Microsoft Dynamics GP
Enhance Insight
Extend Connections
Make ItEasier
People
Ecosystem
Process
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
On Premise
Partner Hosted

Make it Easier - DEMO

Demo - Word Forms & Emailing Options
22
WordForms

Demo – Smart List
Smart Lists

Demo – Lists and List Builder
Lists &
List Builder

Extend Connections and Process - Demo

Demo – Extender

Integrations Discussion
83
100+
New Web Services
New Web Services

Workflow Overview
What is Workflow / BPM?
Types of Workflow
Simple, Parallel, Branched, etc.

Simple Workflow - Approval
2
3
1
4
CharlieMust approve if greater than $20,000
AliciaAlways Require Approval
Ellen
Must approve if greater than $1,000
SaraMust approve if greater than $10,000
PhyllisSubmits a Purchase Order

Simple Workflow - Action
2
3
1
AliciaReview Signed Contract
Always
Ellen
Enter Payment Terms
If Payment Terms are Blank
SaraMust Always Approve
PhyllisSubmits a Vendor

Parallel Workflow
2
3
1
IngaMust always Approve
Phyllis
Must approve if greater than $10,000
AliciaSubmits a Purchase order
4
5
6
KenMust approve if greater than $10,000
AprilMust approve if the BUYER ID is Alicia

Branching Workflow
1
Michael
Must approve if the Vendor is Astor Suites
4
5
6
2
SusanSubmits a Purchase Order
KevinMust approve if greater than $5,000
David
Must approve if the Vendor is Crawfords, Inc.
3
Nancy Must approve if the Vendor is
Getaway Inn

Branching Workflow
2
ConnieMust approve if greater than $ 5,000
4
1
NancySubmits a Purchase Order
SaraMust ALWAYS approve
Michael, DavidMust approve if greater than $1,000
3
Kevin Must Always Approve

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

Demo - Excel Reports and Excel Builder
200+
11
Total Excel Reports
New Excel Reports

BI and KPI’s for Enhanced Insight
Bring 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.

25
Financials Features
12
22
119
WordForms
New Charts and KPI’s
Distribution Features
20
20
New SRS Reports
Human Resources/Payroll Features
15
11
New Excel Reports
Field Service Features
11
83
New Web Services
SystemFeatures
3
20
New Workflows
Business Intelligence Features

Microsoft Dynamics GP

Microsoft Dynamics GP Roadmap
GP “14”
GP “12”
Continued innovation targeted at mid-market with particular focus on:
Next Gen UI
Contextual Role Tailored Workflow
Microsoft technology
GP 2010
Continued innovation targeted at mid-market with particular focus on:
Simplicity
Productivity
Dynamics User Experience Leadership
Contextual BI
Time-to-Value
GP 10 SP4
Deep Functionality
Role Tailored BI
Next level of Office integration and Workflow
Corporate Performance Management
Extender Functionality
Microsoft Dynamics CRM Adapter for Microsoft Dynamics GP
MAJOR RELEASES
2009
2010
2015-2016
2012-2013
SERVICE PACKS/MINOR RELEASES
GP 2010May
GP 10.0 SP4 Aug

Top 10 Reasons to Invest in Microsoft Dynamics GP
Meet your unique needs from the start
Give people a solution they’ll want to use
Tailor your solution to work the way your business does—without complicated IT efforts
Make it easy to access information
Go beyond basic reporting
Extend insight across your entire organization
Connect your people and your systems
Accelerate your return on investment
Ensure scalability and performance as your business grows
Count on innovation now and into the future

Question and Answers

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Microsoft Dynamics GP 2010

by Pinnacle of Indiana on May 28, 2010

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Microsoft Dynamics GP 2010 — Presentation Transcript