Three Steps to Success..
1. Upgrade to
Microsoft Dynamics
GP 2015
Andy Mason
Pre-Sales Consultant
Where are you now?
8 – June 2004
9 – Nov 2005
10 – May 2007
2010 – May 2010
2010R2 – May 2011
2013 – Dec 2012
2013R2 – May 2014
2015 – Dec 2014
Rocks and Pebbles
Microsoft Dynamics GP Roadmap
GP 2015
Functionality
Identity
Management
V2
Workflow V2
BA on multi-
platforms
(Windows,
Apple &
Android)
Service Based
Architecture
(SBA)
GP 2015 R2
Top
features
requested
by
customers
Partner tools
to simplify
provisioning
AP Approvals
All in one
Document
Viewer
Functionality
and
Technology
Releases
Every six
months
GP 2015 R3
Top
features
requested
by
customers
Workflow V3
Enhanced
customer
experience
for Web
Client
HTML5
Compliant
Web Client
GP 2013 R2
Functionality
Identity
Management
V1
Workflow V1
GP
Workspace
in Office 365
GP 2013
Web Client
Functionality
Management
Tools
Hosting
Business
Analyzer
(BA)
on Windows
Web Client
Wave
Releases
Functionality
RapidStart
BA Off
Domain
On Azure
GP 2013
SP1/2
https://connect.microsoft.com/dynamicssuggestions/Feedback
Help Shape The Future!
System wide features
Integrate to
other
applications or
services
Secure Access
Use Windows or
O365 Identity to
authenticate.https protocol with
REST style API lets
you build apps on
many different
platforms
Operation Security
Managed within the GP
application just like forms and
reports
Discovery
operations
inform you of
available
operations and
their syntax
Enhanced
Interoperability gives
developers additional
capability to leverage the
Microsoft Platform.
GP consumes and exposes services
Logic in any dictionary including ISV products can be exposed as
service operations.
Microsoft Dynamics GP 2015 Identity Management
Log into Microsoft Dynamics GP Web Client
using organisational account credentials
Copy User Home Page and Role
Copy Home Page Settings &
Content to Other Users
Copy Area Page Settings
to Other Users
Microsoft Dynamics GP Workflow
Microsoft Dynamics
GP 2013 R2
Purchasing
Purchase Order Requisition
Purchase Order Approval
Project
Timesheet Approval
Microsoft Dynamics
GP 2015
Financial
GL Batch Approval
Purchasing
Payables Batch Approval
Creditor Approval
Sales
Receivables Batch Approval
Project
Expense Report Approval
Financials
Intercompany
Enhancements
• Intercompany
Journal Entry
Enquiry
• Void Intercompany
Transactions
Payment
Terms
• Due date option
using transaction
Date
• Add days to due
date
• Additional due and
discount options
• Options: Next
month, months,
month/day and
annual
Payment
Terms
• Due date option
using transaction
Date
• Add days to due
date
• Additional due and
discount options
• Options: Next
month, months,
month/day and
annual
Navigation to Management Reporter
• New navigation list for Management Reporter reports
• View, edit and create Management Reporter actions
• Company setup
options
• Control the data
that Management
Reporter uses for
General Ledger
and/or Analytical
Accounting
reporting for
each company
Management
Reporter
Integration
Options
Sales & Purchasing
Edit E-mail for Historical Documents
Historical sales documents
Historical purchase orders
RM statements
Historical PM remittances
PM remittances
Invoicing for Web Client
Invoicing module is now available in the Web Client
Payables warning when Open PO exists
Employee Self Service
Self Service Project Time and Expense
Project employee expense report and project timesheet entry
Business Intelligence
Refreshable Excel Reports
New functionality enables tighter integration with Smartlist
Designer and Excel
Business Intelligence
Business
Analyser 7
• Cross Platform
• Content
Management
Improvements
• Support for
Management
Reporter Content
Business Analyser 7
Business Analyser 7
Business Analyser 7
Business Analyser 7
What is right for your business?
Understand key requirements and objectives
What functionality are you missing out on?
Are you on a fully supported version?
Speak to us! We are here to help
Microsoft Dynamics GP 2015 Upgrade Considerations
Thank you
Please complete your
feedback forms now

Erp stream step 1 upgrade to msdyngp 2015 - m-hance three steps to microsoft success 2015

  • 1.
    Three Steps toSuccess.. 1. Upgrade to Microsoft Dynamics GP 2015 Andy Mason Pre-Sales Consultant
  • 2.
    Where are younow? 8 – June 2004 9 – Nov 2005 10 – May 2007 2010 – May 2010 2010R2 – May 2011 2013 – Dec 2012 2013R2 – May 2014 2015 – Dec 2014
  • 3.
  • 4.
    Microsoft Dynamics GPRoadmap GP 2015 Functionality Identity Management V2 Workflow V2 BA on multi- platforms (Windows, Apple & Android) Service Based Architecture (SBA) GP 2015 R2 Top features requested by customers Partner tools to simplify provisioning AP Approvals All in one Document Viewer Functionality and Technology Releases Every six months GP 2015 R3 Top features requested by customers Workflow V3 Enhanced customer experience for Web Client HTML5 Compliant Web Client GP 2013 R2 Functionality Identity Management V1 Workflow V1 GP Workspace in Office 365 GP 2013 Web Client Functionality Management Tools Hosting Business Analyzer (BA) on Windows Web Client Wave Releases Functionality RapidStart BA Off Domain On Azure GP 2013 SP1/2
  • 5.
  • 6.
  • 7.
    Integrate to other applications or services SecureAccess Use Windows or O365 Identity to authenticate.https protocol with REST style API lets you build apps on many different platforms Operation Security Managed within the GP application just like forms and reports Discovery operations inform you of available operations and their syntax Enhanced Interoperability gives developers additional capability to leverage the Microsoft Platform. GP consumes and exposes services Logic in any dictionary including ISV products can be exposed as service operations.
  • 8.
    Microsoft Dynamics GP2015 Identity Management Log into Microsoft Dynamics GP Web Client using organisational account credentials
  • 9.
    Copy User HomePage and Role Copy Home Page Settings & Content to Other Users Copy Area Page Settings to Other Users
  • 10.
    Microsoft Dynamics GPWorkflow Microsoft Dynamics GP 2013 R2 Purchasing Purchase Order Requisition Purchase Order Approval Project Timesheet Approval Microsoft Dynamics GP 2015 Financial GL Batch Approval Purchasing Payables Batch Approval Creditor Approval Sales Receivables Batch Approval Project Expense Report Approval
  • 11.
  • 12.
  • 13.
    Payment Terms • Due dateoption using transaction Date • Add days to due date • Additional due and discount options • Options: Next month, months, month/day and annual
  • 14.
    Payment Terms • Due dateoption using transaction Date • Add days to due date • Additional due and discount options • Options: Next month, months, month/day and annual
  • 15.
    Navigation to ManagementReporter • New navigation list for Management Reporter reports • View, edit and create Management Reporter actions
  • 16.
    • Company setup options •Control the data that Management Reporter uses for General Ledger and/or Analytical Accounting reporting for each company Management Reporter Integration Options
  • 17.
  • 18.
    Edit E-mail forHistorical Documents Historical sales documents Historical purchase orders RM statements Historical PM remittances PM remittances
  • 19.
    Invoicing for WebClient Invoicing module is now available in the Web Client
  • 20.
    Payables warning whenOpen PO exists
  • 21.
  • 22.
    Self Service ProjectTime and Expense Project employee expense report and project timesheet entry
  • 23.
  • 24.
    Refreshable Excel Reports Newfunctionality enables tighter integration with Smartlist Designer and Excel
  • 25.
  • 26.
    Business Analyser 7 • CrossPlatform • Content Management Improvements • Support for Management Reporter Content
  • 27.
  • 28.
  • 29.
  • 30.
  • 31.
    What is rightfor your business? Understand key requirements and objectives What functionality are you missing out on? Are you on a fully supported version? Speak to us! We are here to help Microsoft Dynamics GP 2015 Upgrade Considerations
  • 32.
    Thank you Please completeyour feedback forms now