Dynamics GP 2010 <br />Craig C. Sroda<br />CEO / Partner<br />csroda@pinnacleofindiana.com<br />
Agenda<br />Introductions<br />Dynamics GP 2010 Overview<br />Making it Easier<br />Word Templates and Emailing<br />Smart...
Introductions<br />Name<br />Company<br />Position<br />Briefing Expectation<br />Anything else we should know…<br />Who a...
Audience Questions<br />Know of OR Using:<br />Windows 7<br />SharePoint<br />CRM<br />BI/KPI’s<br />Workflow/BPM<br />Qui...
Pinnacle Quick Overview<br />Established 1996<br />Microsoft Gold Partner<br />Microsoft Managed Partner<br />Who We Are<b...
2010<br />Vision<br />Microsoft Dynamics GP<br />Enhance Insight<br />Extend Connections<br />Make ItEasier<br />People<br...
Role-Tailored User Interface<br />
Leverage Existing Investments<br />
The Power of Choice<br />Start with hosting   move to on-premise<br />Start with on-premise move to hosting<br />Combina...
Make it Easier - DEMO<br />
Demo - Word Forms & Emailing Options<br />22<br />WordForms<br />
Demo – Smart List<br />Smart Lists<br />
Demo – Lists and List Builder<br />Lists &<br />List Builder<br />
Extend Connections and Process - Demo<br />
Demo – Extender<br />
Integrations Discussion<br />83<br />100+<br />New Web Services<br />New Web Services<br />
Workflow Overview<br />What is Workflow / BPM?<br />Types of Workflow<br />Simple, Parallel, Branched, etc.<br />
Simple Workflow - Approval<br />2<br />3<br />1<br />4<br />CharlieMust approve if greater than $20,000<br />AliciaAlways ...
Simple Workflow - Action<br />2<br />3<br />1<br />AliciaReview Signed Contract<br />Always<br />Ellen<br />Enter Payment ...
Parallel Workflow<br />2<br />3<br />1<br />IngaMust always Approve	<br />Phyllis<br />Must approve if greater than $10,00...
Branching Workflow<br />1<br />Michael<br />Must approve if the Vendor is Astor Suites<br />4<br />5<br />6<br />2<br />Su...
Branching Workflow<br />2<br />ConnieMust approve if greater than $ 5,000<br />4<br />1<br />NancySubmits a Purchase Order...
Workflow Overview<br />What is Workflow / BPM ?<br />Types of Workflow <br />Simple, Parallel, Branched, etc.<br />Where i...
Enhanced Insight - DEMO<br />
Demo - Excel Reports and Excel Builder<br />200+<br />11<br />Total Excel Reports<br />New Excel Reports<br />
BI and KPI’s for Enhanced Insight<br />Bring personalized business intelligence to key roles in your organization, get mor...
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 ...
Present targeted information for specific audiences with an enhanced library of more than 90 built-in Microsoft SQL Server...
Microsoft Dynamics GP <br />
Microsoft Dynamics GP Roadmap<br />GP “14”<br />GP “12”<br />Continued innovation targeted at mid-market with particular f...
Top 10 Reasons to Invest in Microsoft Dynamics GP<br />Meet your unique needs from the start<br />Give people a solution t...
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Microsoft Dynamics GP 2010

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Learn more about Microsoft Dynamics GP 2010 and the new money-saving features.

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  • Another significantbenefit for customers is that everything you need to run your business is available from one company, Microsoft. Microsoft has integrated a wide range of applications to make it easier for you to do your work. Many businesses already have this technology available today, such as Microsoft Outlook, Word, or Excel, so why not take advantage of that with your financial management system? Here are some examples of the Microsoft integration. Your SQL Server database can give you business alerts that will let your database system monitor specific metrics and notify you when certain things take place within your business. For instance, if inventory of a hot selling item falls below a certain threshold, SQL Server can send you an email or notification to your Smartphone that allows you to take immediate action to remedy the situation.Using Microsoft Office, you can move data to and from Microsoft Excel for example, keeping an active link between the data in Excel and the data within GP so data is never out of date. You can even access data saved within Microsoft Dynamics GP from the Microsoft Office applications such as exporting Invoices and Purchase Orders to Microsoft Word, or accessing reports from Microsoft Excel and SharePoint.Users can also share information throughout the organization by leveraging integrations to the SharePoint platform, enabling all users to gain deep insight into the information saved within Dynamics GP with the added ability to drill back on reports and metrics to gain even more detailed information.
  • Unlike other SaaS solutions, Microsoft Dynamics customers have a number of choices to accommodate their business needs.Customers can choose to use a Hosting Provider to access Microsoft Dynamics GP through the web, or they can choose to deploy their solution on premises. Regardless of what you choose, you can always switch from one deployment method to the other. You can even choose a hybrid approach where some applications you choose to deploy on premises, while others you choose to host in the cloud. Regardless of the choice of deployment, you maintain ultimate control of your solution including access to deep integration and customization capabilities, ISV or 3rd party integrated solutions, and security, disaster recovery, and data retention policies. You have the power to choose all of these to fit the needs of your business.
  • Pre GP 2010 release, showcase demo “The New Way to do Business” demo, posted here:https://mbs.microsoft.com/partnersource/marketing/marketingcollateral/demos/MSDYGP2010_NewWayDemoInsert other GP Demo’s as applicable. Leverage the GP Demos available here:https://mbs.microsoft.com/partnersource/solutions/GP/GP2010TechnicalDemonstrationResources?r=137&amp;l=2Or here:https://mbs.microsoft.com/partnersource/marketing/marketingcollateral/factsheets/GPpartnerresourcekit.htm?r=12&amp;l=7
  • Pre GP 2010 release, showcase demo “The New Way to do Business” demo, posted here:https://mbs.microsoft.com/partnersource/marketing/marketingcollateral/demos/MSDYGP2010_NewWayDemoInsert other GP Demo’s as applicable. Leverage the GP Demos available here:https://mbs.microsoft.com/partnersource/solutions/GP/GP2010TechnicalDemonstrationResources?r=137&amp;l=2Or here:https://mbs.microsoft.com/partnersource/marketing/marketingcollateral/factsheets/GPpartnerresourcekit.htm?r=12&amp;l=7
  • This is the big bang, bringing rollups to the desktop of a person and showing the 5 to 7 pieces of information they need.
  •  VERSION 2 of 2 (Use either slide, or both, as you see fit)Microsoft Dynamics® GP is a comprehensive ERP solution that goes beyond basic business management and reporting to help your people work faster and smarter. From the start, you can meet unique business needs and adapt your solution easily and cost-effectively. Because Microsoft Dynamics GP works like and with the familiar Microsoft® Office system and offers an experience tailored to specific roles, your people can work more productively, with a solution they’ll want to use. Equally important Microsoft Dynamics GP gets you up and running quickly, scales to meet your growing business needs, and delivers ongoing innovation that can work for you now and into the future. ProvenBacked by years of proven performance, more than 40,000 customers, and ongoing innovation, Microsoft Dynamics® GP meets your needs from the start with built-in, flexible functionality that grows with you into the future. Microsoft Dynamics GP is proven through continual benchmarks showing superior performance and scalability, and through independent reviews such as the CPA Technology 5 Star award.Insightful  From basic reporting to sophisticated analyses, Microsoft Dynamics GP gives all your people fast, relevant access to information using familiar Microsoft tools. Microsoft Dynamic GP includes over 200 out of the box Excel reports which contain real-time data from Microsoft Dynamic GP every time they are opened. Also, there are 15 out of the box, role tailored dashboards with access to well over 100 metrics, graphs, and KPI’s to give everyone in your organization deep insight into the performance of your company. Lastly, you can also drill back from many reports, metrics, and even Microsoft Excel to the Dynamics GP application or supporting details from your company data.Efficient  Run an efficient business with fast, flexible deployment options, a user experience designed to fuel personal productivity, and the ability to quickly bring together people and systems. The Rapid Implementation Tools are designed to get your deployment up and running quickly, while integrated Unified Communications will allow your employees to easily communicate and do business with your vendors, customers and salespeople. Also, native integration capabilities can help connect Dynamics GP to Microsoft CRM, providing an integrated platform bridging these two best of breed application to allow your users to have the right information at the right time, regardless of which application the data resides in.
  • Microsoft Dynamics GP has a strong product roadmap with GP 2010 nearing release with GP “12” research and spec design underway. This consistent roadmap should give Customers and Partners confidence in the strong product future of Microsoft Dynamics GP.
  • The top 10 reasons for investing in Microsoft Dynamics GP. Posted here: https://mbs.microsoft.com/downloads/partner/GP/downloads/TopTenReasonstoInvestinMicrosoftDynamicsGP2010_Final.pdf
  • Microsoft Dynamics GP 2010

    1. 1. Dynamics GP 2010 <br />Craig C. Sroda<br />CEO / Partner<br />csroda@pinnacleofindiana.com<br />
    2. 2. Agenda<br />Introductions<br />Dynamics GP 2010 Overview<br />Making it Easier<br />Word Templates and Emailing<br />Smart List<br />List Builder<br />Extend Connections and Process Management<br />Extender<br />Communicator (Overview)<br />Work Flow (discussion Video)<br />Enhanced Insight<br />Excel Reports, Excel, and Excel Builder<br />Business Insight<br />Report Builder (if time)<br />Dynamics Roadmap/Future <br />Q & A<br />
    3. 3. Introductions<br />Name<br />Company<br />Position<br />Briefing Expectation<br />Anything else we should know…<br />Who are you?<br />
    4. 4. Audience Questions<br />Know of OR Using:<br />Windows 7<br />SharePoint<br />CRM<br />BI/KPI’s<br />Workflow/BPM<br />Quick Poll?<br />
    5. 5. Pinnacle Quick Overview<br />Established 1996<br />Microsoft Gold Partner<br />Microsoft Managed Partner<br />Who We Are<br />
    6. 6. 2010<br />Vision<br />Microsoft Dynamics GP<br />Enhance Insight<br />Extend Connections<br />Make ItEasier<br />People<br />Ecosystem<br />Process<br />More Visibility<br />Less Effort<br />More Collaboration<br />
    7. 7. Role-Tailored User Interface<br />
    8. 8. Leverage Existing Investments<br />
    9. 9. The Power of Choice<br />Start with hosting  move to on-premise<br />Start with on-premise move to hosting<br />Combination of on-premise and hosted <br />On Premise<br />Partner Hosted<br />
    10. 10. Make it Easier - DEMO<br />
    11. 11. Demo - Word Forms & Emailing Options<br />22<br />WordForms<br />
    12. 12. Demo – Smart List<br />Smart Lists<br />
    13. 13. Demo – Lists and List Builder<br />Lists &<br />List Builder<br />
    14. 14. Extend Connections and Process - Demo<br />
    15. 15. Demo – Extender<br />
    16. 16. Integrations Discussion<br />83<br />100+<br />New Web Services<br />New Web Services<br />
    17. 17. Workflow Overview<br />What is Workflow / BPM?<br />Types of Workflow<br />Simple, Parallel, Branched, etc.<br />
    18. 18. Simple Workflow - Approval<br />2<br />3<br />1<br />4<br />CharlieMust approve if greater than $20,000<br />AliciaAlways Require Approval<br />Ellen<br />Must approve if greater than $1,000<br />SaraMust approve if greater than $10,000<br />PhyllisSubmits a Purchase Order<br />
    19. 19. Simple Workflow - Action<br />2<br />3<br />1<br />AliciaReview Signed Contract<br />Always<br />Ellen<br />Enter Payment Terms <br />If Payment Terms are Blank<br />SaraMust Always Approve<br />PhyllisSubmits a Vendor<br />
    20. 20. Parallel Workflow<br />2<br />3<br />1<br />IngaMust always Approve <br />Phyllis<br />Must approve if greater than $10,000<br />CharlieMust approve if greater than $20,000<br />AliciaSubmits a Purchase order<br />4<br />5<br />6<br />SaraMust approve if greater than $20,000<br />KenMust approve if greater than $10,000<br />AprilMust approve if the BUYER ID is Alicia<br />
    21. 21. Branching Workflow<br />1<br />Michael<br />Must approve if the Vendor is Astor Suites<br />4<br />5<br />6<br />2<br />SusanSubmits a Purchase Order<br />CharlieMust approve if greater than $50,000<br />SaraMust approve if greater than $20,000<br />KevinMust approve if greater than $5,000<br />David<br />Must approve if the Vendor is Crawfords, Inc.<br />3<br />Nancy Must approve if the Vendor is <br />Getaway Inn<br />
    22. 22. Branching Workflow<br />2<br />ConnieMust approve if greater than $ 5,000<br />4<br />1<br />NancySubmits a Purchase Order<br />SaraMust ALWAYS approve<br /> Michael, DavidMust approve if greater than $1,000<br />3<br />Kevin Must Always Approve<br />
    23. 23. Workflow Overview<br />What is Workflow / BPM ?<br />Types of Workflow <br />Simple, Parallel, Branched, etc.<br />Where is Workflow ?<br />GP Workflows<br />CRM Workflows<br />PinFile – Document Imaging Workflows (AP)<br />GP Walkthrough - PO Approval Process<br />
    24. 24. Enhanced Insight - DEMO<br />
    25. 25. Demo - Excel Reports and Excel Builder<br />200+<br />11<br />Total Excel Reports<br />New Excel Reports<br />
    26. 26. BI and KPI’s for Enhanced Insight<br />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.<br />Give people insight that’s relevant to their roles<br /><ul><li>Help speed planning and offer a clear route to deeper analysis with role-based, personalized dashboards and KPIs that include charts, graphs, and gauges.
    27. 27. 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.
    28. 28. 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.</li></li></ul><li>25<br />Financials Features<br />12<br />22<br />119<br />WordForms<br />New Charts and KPI’s<br />Distribution Features<br />20<br />20<br />New SRS Reports<br />Human Resources/Payroll Features<br />15<br />11<br />New Excel Reports<br />Field Service Features<br />11<br />83<br />New Web Services<br />SystemFeatures<br />3<br />20<br />New Workflows<br />Business Intelligence Features<br />
    29. 29. Microsoft Dynamics GP <br />
    30. 30. Microsoft Dynamics GP Roadmap<br />GP “14”<br />GP “12”<br />Continued innovation targeted at mid-market with particular focus on:<br />Next Gen UI<br />Contextual Role Tailored Workflow<br />Microsoft technology<br />GP 2010<br />Continued innovation targeted at mid-market with particular focus on:<br />Simplicity<br />Productivity<br />Dynamics User Experience Leadership<br />Contextual BI<br />Time-to-Value<br />GP 10 SP4<br />Deep Functionality<br />Role Tailored BI <br />Next level of Office integration and Workflow<br />Corporate Performance Management<br />Extender Functionality<br />Microsoft Dynamics CRM Adapter for Microsoft Dynamics GP<br />MAJOR RELEASES<br />2009<br />2010<br />2015-2016<br />2012-2013<br />SERVICE PACKS/MINOR RELEASES<br />GP 2010May<br />GP 10.0 SP4 Aug<br />
    31. 31. Top 10 Reasons to Invest in Microsoft Dynamics GP<br />Meet your unique needs from the start<br />Give people a solution they’ll want to use<br />Tailor your solution to work the way your business does—without complicated IT efforts<br />Make it easy to access information<br />Go beyond basic reporting<br />Extend insight across your entire organization<br />Connect your people and your systems<br />Accelerate your return on investment<br />Ensure scalability and performance as your business grows<br />Count on innovation now and into the future<br />
    32. 32. Question and Answers<br />

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