The document provides an agenda for a presentation on Microsoft Dynamics GP 2010. The agenda includes introductions, an overview of Dynamics GP 2010 and new features like making tasks easier with word templates and emailing, enhanced reporting with Excel reports and Business Insight, extending workflows and connections using Extender and Communicator, and a discussion of the Dynamics roadmap. The presentation includes demonstrations of the new features and a discussion of how Dynamics GP can meet business needs by giving tailored insights, extending collaboration, and requiring less effort.

1. Dynamics GP 2010 Craig C. SrodaCEO / Partnercsroda@pinnacleofindiana.com

2. AgendaIntroductionsDynamics GP 2010 OverviewMaking it EasierWord Templates and EmailingSmart ListList BuilderExtend Connections and Process ManagementExtenderCommunicator (Overview)Work Flow (discussion Video)Enhanced InsightExcel Reports, Excel, and Excel BuilderBusiness InsightReport Builder (if time)Dynamics Roadmap/Future Q & A

3. IntroductionsNameCompanyPositionBriefing ExpectationAnything else we should know…Who are you?

4. Audience QuestionsKnow of OR Using:Windows 7SharePointCRMBI/KPI’sWorkflow/BPMQuick Poll?

5. Pinnacle Quick OverviewEstablished 1996Microsoft Gold PartnerMicrosoft Managed PartnerWho We Are

6. 2010VisionMicrosoft Dynamics GPEnhance InsightExtend ConnectionsMake ItEasierPeopleEcosystemProcessMore VisibilityLess EffortMore Collaboration

7. Role-Tailored User Interface

8. Leverage Existing Investments

9. The Power of ChoiceStart with hosting  move to on-premiseStart with on-premise move to hostingCombination of on-premise and hosted On PremisePartner Hosted

10. Make it Easier - DEMO

11. Demo - Word Forms & Emailing Options22WordForms

12. Demo – Smart ListSmart Lists

13. Demo – Lists and List BuilderLists &List Builder

14. Extend Connections and Process - Demo

15. Demo – Extender

16. Integrations Discussion83100+New Web ServicesNew Web Services

17. Workflow OverviewWhat is Workflow / BPM?Types of WorkflowSimple, Parallel, Branched, etc.

18. Simple Workflow - Approval2314CharlieMust approve if greater than $20,000AliciaAlways Require ApprovalEllenMust approve if greater than $1,000SaraMust approve if greater than $10,000PhyllisSubmits a Purchase Order

19. Simple Workflow - Action231AliciaReview Signed ContractAlwaysEllenEnter Payment Terms If Payment Terms are BlankSaraMust Always ApprovePhyllisSubmits a Vendor

20. Parallel Workflow231IngaMust always Approve PhyllisMust approve if greater than $10,000CharlieMust approve if greater than $20,000AliciaSubmits a Purchase order456SaraMust approve if greater than $20,000KenMust approve if greater than $10,000AprilMust approve if the BUYER ID is Alicia

21. Branching Workflow1MichaelMust approve if the Vendor is Astor Suites4562SusanSubmits a Purchase OrderCharlieMust approve if greater than $50,000SaraMust approve if greater than $20,000KevinMust approve if greater than $5,000DavidMust approve if the Vendor is Crawfords, Inc.3Nancy Must approve if the Vendor is Getaway Inn

22. Branching Workflow2ConnieMust approve if greater than $ 5,00041NancySubmits a Purchase OrderSaraMust ALWAYS approve Michael, DavidMust approve if greater than $1,0003Kevin Must Always Approve

23. Workflow OverviewWhat is Workflow / BPM ?Types of Workflow Simple, Parallel, Branched, etc.Where is Workflow ?GP WorkflowsCRM WorkflowsPinFile – Document Imaging Workflows (AP)GP Walkthrough - PO Approval Process

24. Enhanced Insight - DEMO

25. Demo - Excel Reports and Excel Builder200+11Total Excel ReportsNew Excel Reports

26. BI and KPI’s for Enhanced InsightBring 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 rolesHelp speed planning and offer a clear route to deeper analysis with role-based, personalized dashboards and KPIs that include charts, graphs, and gauges.

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. 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.25Financials Features1222119WordFormsNew Charts and KPI’sDistribution Features2020New SRS ReportsHuman Resources/Payroll Features1511New Excel ReportsField Service Features1183New Web ServicesSystemFeatures320New WorkflowsBusiness Intelligence Features

29. Microsoft Dynamics GP

30. Microsoft Dynamics GP RoadmapGP “14”GP “12”Continued innovation targeted at mid-market with particular focus on:Next Gen UIContextual Role Tailored WorkflowMicrosoft technologyGP 2010Continued innovation targeted at mid-market with particular focus on:SimplicityProductivityDynamics User Experience LeadershipContextual BITime-to-ValueGP 10 SP4Deep FunctionalityRole Tailored BI Next level of Office integration and WorkflowCorporate Performance ManagementExtender FunctionalityMicrosoft Dynamics CRM Adapter for Microsoft Dynamics GPMAJOR RELEASES200920102015-20162012-2013SERVICE PACKS/MINOR RELEASESGP 2010MayGP 10.0 SP4 Aug

31. Top 10 Reasons to Invest in Microsoft Dynamics GPMeet your unique needs from the startGive people a solution they’ll want to useTailor your solution to work the way your business does—without complicated IT effortsMake it easy to access informationGo beyond basic reportingExtend insight across your entire organizationConnect your people and your systemsAccelerate your return on investmentEnsure scalability and performance as your business growsCount on innovation now and into the future