Demo Script: MSFT-IntroductionV2dIntroduction                                           Click             Talking Points  ...
Demo Script: MSFT-IntroductionV2d                                                                    3. Click Home     I w...
Demo Script: MSFT-IntroductionV2d                                                                    6. Click the     I wa...
Demo Script: MSFT-IntroductionV2d                                                                    9. Click Screen   Now...
Demo Script: MSFT-IntroductionV2d                                                                    12. Click the   We ha...
Demo Script: MSFT-IntroductionV2d                                                               15. Click           Back o...
Demo Script: MSFT-IntroductionV2d                                                                    18. Click Red X   Her...
Demo Script: MSFT-IntroductionV2d                                                                    21. Click Office   Dy...
Demo Script: MSFT-IntroductionV2d                                                       24. Clicked        Dynamics GP als...
Demo Script: MSFT-IntroductionV2d                                                                    27. Click on      The...
Demo Script: MSFT-IntroductionV2d                                                                      30. Click simple   ...
Demo Script: MSFT-IntroductionV2d                                                                                      It’...
Demo Script: MSFT-IntroductionV2d                                                                35. Click Red X      Here...
Demo Script: MSFT-IntroductionV2d                                                                    38. Click Red X     T...
Demo Script: MSFT-IntroductionV2d                                                       41. Click          Here we see a l...
Demo Script: MSFT-IntroductionV2d                                                                     44. Click         No...
Demo Script: MSFT-IntroductionV2d                                                             47. Click e-mail     The Dyn...
Demo Script: MSFT-IntroductionV2d                                                                    50. Click Red X   Her...
Demo Script: MSFT-IntroductionV2d                                                                    53. Click red X   Dyn...
Demo Script: MSFT-IntroductionV2d                                                                    56. CS56: Click      ...
Demo Script: MSFT-IntroductionV2d                                                         59. CS59: Click                 ...
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Msft introduction

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Msft introduction

  1. 1. Demo Script: MSFT-IntroductionV2dIntroduction Click Talking Points Instructions 1. Click Thanks for your interest in Microsoft Dynamics Dynamics GP. GP on tool bar The goal of this introduction demo is to showcase some of the key features and benefits of Dynamics GP. We will cover the ease use of the user Click Here interface, look and feel of the application, integration to the Microsoft platform, reporting and executive dashboards. Lets get started. 2. Click Here we see the Homepage. This home Introduction page is tailored to your role. You can Demo also easily adjust it to your own needs. Click Here A key goal of Dynamics GP is to help you be agile and be more informed. We want to focus and surface critical information to the right person and the right time. We also want to provide an easy to use and easily recognized user experience. Created 8/4/2012 Page 1
  2. 2. Demo Script: MSFT-IntroductionV2d 3. Click Home I want to take a few minutes to show the Click Here Page Review power of information at your fingertips. We bring critical role tailored information in a visual way to everyone in your organization. 4. Click the Here we see a graph on our Home Page. graph Click Here This provides a real time data delivered to your organization. This user configurable panel allows you to add your own reports as well as over 200 business intelligence reports out of the box. 5. Click the To The role center To Do panel brings your Do panel work to you Click Here You are just a click away from the tasks to be completed today. And the ability to easily add your own tasks. Created 8/4/2012 Page 2
  3. 3. Demo Script: MSFT-IntroductionV2d 6. Click the I want to show how easy it is to tailor Click Here Tailor Home your Home Page to suit your own needs Page and tasks 7. Click the You can easily adjust the Home Page Arrow dashboards to add your own reports, Click Here beside the Tasks, Reminders, and integration to Metrics Microsoft Outlook. 8. Click the Here we see a complete list of reports Red X that you can select to add to your dashboard. As well you can add your Click Here own custom reports to our standard library of reports. Created 8/4/2012 Page 3
  4. 4. Demo Script: MSFT-IntroductionV2d 9. Click Screen Now I would like to take a quick look at Click Here Navigation one of our maintenance screens and how review we navigate the system. 10. Click the Here we see the standard customer Click Here Lookup icon window. Notice that we have highlighted fields Red to indicate required fields. The color Blue to indicate links to other records. The Magnifier icon is the standard lookup function. This will bring a list of records for you to pick from. 11. Click the We see the list of customer records as Click Here Red X well the ability to look up on a custom field. Created 8/4/2012 Page 4
  5. 5. Demo Script: MSFT-IntroductionV2d 12. Click the We have lots of information grouped in Options sub screens. Let’s click the options Button button of the customer maintenance window. Click Here 13. Click the Easy access to lots of additional fields Red X and settings. Notice that we keep email contacts for mail integration. It’s easy to Click Here email statements to customers. 14. Click the Let’s close this window. Red X Click Here Created 8/4/2012 Page 5
  6. 6. Demo Script: MSFT-IntroductionV2d 15. Click Back on the Shortcuts bar lets show how Proactive easy it is to setup proactive notifications. Click Here Notifications 16. Click Red X In the reminders preference window you can control what and when to be reminded. Click Here It’s really easy to adjust the system to prompt you daily or days before an event is due. As well, the ability to show the number of records that need to be processed and via the visual cues. 17. Click I want to show you how we can extend employee Dynamics GP to your entire organization Click Here access through a browser. Created 8/4/2012 Page 6
  7. 7. Demo Script: MSFT-IntroductionV2d 18. Click Red X Here we see Dynamics GP Business Click Here Portal. Employees can access key information and reports and interact with the system. Enter things like purchase requisitions, HR information or enter time sheets. All through a browser interface. 19. Click exec I want to review our executive dashboards dashboards in the Business Portal. Click Here We have many pre built dashboards that are easy to expose in the portal or enhance for your own needs. 20. Click red X Here is the executive center. This is Click Here where you access our dashboards. This portal is built with Microsoft’s SharePoint server. We have 10 focus areas of dashboards. Each with a series of relevant reports for those business areas. Created 8/4/2012 Page 7
  8. 8. Demo Script: MSFT-IntroductionV2d 21. Click Office Dynamics GP is tightly linked to Microsoft Excel Office. I want to show how easy it is to integration pull up a report in Microsoft Excel. Click Here 22. Click Here we see Microsoft Excel. We opened AARONFIT0 the Excel report with real-time access to 001 blue Dynamics GP. Click Here underline This is Excel refreshable report was created to access data real-time. Click on the blue link to drill back to the customer record. 23. Click Red X Notice we have linked from excel to Dynamics GP by automatically pulling up the customer record in Dynamics GP. Click Here Created 8/4/2012 Page 8
  9. 9. Demo Script: MSFT-IntroductionV2d 24. Clicked Dynamics GP also provides inquiry only Inquiry Only windows. drill back This enables you to offer access to the Click Here system to limit the access for certain users. 25. Click left On the bottom left we see our navigation VCR button buttons. This is how one way can navigate the system. I want to go to the first record so I hit the left VCR button. Click Here 26. Select first Here we see the general ledger inquiry record window. The system tracks back to the source records so we can always find out what’s Click Here going on with the transaction. Lets locate the source of the first record. click on the first transaction in the grid. Created 8/4/2012 Page 9
  10. 10. Demo Script: MSFT-IntroductionV2d 27. Click on The blue underline indicates the link. Journal Entry Click Here 28. Click Red X Lets close out this window Click Here 29. Click Red X And this window to. Click Here Created 8/4/2012 Page 10
  11. 11. Demo Script: MSFT-IntroductionV2d 30. Click simple We have a really simple tool called data access Smartlist. Click Here Smartlist is in easy-to-use report builder. Anyone can use this tool and be making reports in the snap. 31. Click on the Here we see a smart list. The Smartlist Excel button tool enables an end user to easily filter and change the columns for their own custom report. Click Here We find this is one of the most popular tools in the Dynamics GP solution. And of course we can export this to Excel where you can enhance the report and share with others in your organization. 32. Click red X Dynamics GP opened Microsoft Excel Click Here automatically and sent the data real time from Dynamics GP into Microsoft Excel. This enables you to snapshot data and analyze it and share with your organization at a point in time. Of course, we could also have used an Excel refreshable report and given real- time data every time we run the report. Created 8/4/2012 Page 11
  12. 12. Demo Script: MSFT-IntroductionV2d It’s your choice. 33. Click Red X Lets close out this window Click Here 34. Click work Lets see how Dynamics GP helps you managemen organize your work for how you work. t A common request we get from our Click Here users is help me organize my work better. There are lots of things happening in your day and lots of interruptions. We want to help you ensure that things don’t drop to the cracks. Created 8/4/2012 Page 12
  13. 13. Demo Script: MSFT-IntroductionV2d 35. Click Red X Here we see a list of work to be done sorted by date and assigned to users. Click Here These can be simple reminders or links into Dynamics GP to specific screens or functions. The right column shows the values in each of these reminders. This is an easy way to stay ahead of your workload. 36. Click critical I want to show you how Dynamics GP can alerts automatically alert you when key metrics exceed their targets. Click Here We have an easy to configure alerting engine built right inside Dynamics GP. It allows you to send reports via e-mail automatically. 37. Click first This is our business alerts configuration VCR button maintenance window. Click Here Created 8/4/2012 Page 13
  14. 14. Demo Script: MSFT-IntroductionV2d 38. Click Red X This is a simple tool for your administrator to configure business alerts. Click Here It will help you design and build queries that will run automatically and alert you to exceptions delivered right to your mailbox. 39. Click easy to Dynamics GP is really too is easy to extend extend to your specific needs data and screens process. We often get requests from customers to Click Here add simple custom fields and forms. We have a built in tool called Extender. The purpose of this tool is to enable you to add your own fields to any screens in the system or create new forms. Let’s take a look at this great tool. 40. Click detail Here we see the extender toolset windows window. Click Here We can add the forms create new forms add lookups and dialog boxes even have macros. I want to show you how old extended the customer master record to add a list of software modules purchased by this customer. Created 8/4/2012 Page 14
  15. 15. Demo Script: MSFT-IntroductionV2d 41. Click Here we see a list of windows and dialog software boxes that are linked to Dynamics GP Click Here modules windows. These are written in the same tool is Dynamics GP and very easy to add in customize. Some customers even write many applications with extender. Lets look at one of these many applications form. 42. Click screen Here we see the layout of the additional Click Here navigation form that attach to the customer maintenance window. We can add fields lookouts dates check boxes all the things to make a very highly interactive form. This is linked off the customer master record. Lets go see this form an action. 43. Click Here we see the customer window and additional off the edition also menu item we see menu item are listed added forms linked to this Click Here record. Created 8/4/2012 Page 15
  16. 16. Demo Script: MSFT-IntroductionV2d 44. Click Notice we have a form “software software modules”. Thats open this form. Click Here modules 45. Click Red X Here we see a customer and fed his purchasing advanced core module and 712 and a long-term version of 1.1 this is an added form and added fields link to Click Here this customer records. You can have multiple forms off the customer record for multiple applications. 46. Click Red X Click Here Created 8/4/2012 Page 16
  17. 17. Demo Script: MSFT-IntroductionV2d 47. Click e-mail The Dynamics GP System links to e-mail. integration Lets look at some of this e-mail integration. Click Here 48. Click red X Here we can see that we can e-mail a Click Here customer statement, print them or print and send e-mail. 49. Click built in Dynamics GP has a workflow engine built workflow into it. It allows you to approve records before they are completed. Lets take a look at this workflow. Click Here Created 8/4/2012 Page 17
  18. 18. Demo Script: MSFT-IntroductionV2d 50. Click Red X Here we see any mail that has been approved for a purchase order. We sent an e-mail to the approver and they Click Here proved the purchase order in SharePoint. 51. Click Dynamics GP has several options for Dashboard reporting including executive reporting dashboards. Lets look at his dashboard reporting. We have dashboard reports in business portal, reports in Dynamics GP Click Here in the home page, and operational BI and within lists. 52. Click web Lets take a look at executive dashboard dashboards reports in business portal. Click Here Created 8/4/2012 Page 18
  19. 19. Demo Script: MSFT-IntroductionV2d 53. Click red X Dynamics GP has over 200 dashboard Click Here reports that you can select in our Executive Center. Its very easy to personalize the reports in SharePoint. All the reports are available across the entire system within one source location. Its very easy to add your own reports to this library. 54. Click Lets take a look at the power of business operational intelligence at the operational genuine yet but I tell you something fun level. Click Here 55. CS55: Click Here Click Here Created 8/4/2012 Page 19
  20. 20. Demo Script: MSFT-IntroductionV2d 56. CS56: Click Here Click Here 57. CS57: Click Here Click Here 58. CS58: Click Click Here Here Created 8/4/2012 Page 20
  21. 21. Demo Script: MSFT-IntroductionV2d 59. CS59: Click Here Click Here Created 8/4/2012 Page 21

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