Microsoft Dynamics GP is a mid-market ERP and finance system originally developed by Great Plains Software. It offers flexible and scalable financial management features like a customizable chart of accounts, transaction tracking, budgeting, and multi-currency support. Dynamics GP also includes modules for receivables, payables, manufacturing, and more. Reporting and analytics can be configured using out of the box or advanced tools to meet the unique needs of nonprofit organizations. Considerations for nonprofits include deployment environment, user access and security, customized chart of accounts, regulatory reporting, integration with other systems, and expense management.

1. Microsoft Dynamics
GP 2015 for NfP
Andy Brown - Pre-Sales Manager
Andy Mason - Pre-Sales Consultant

2. What is Microsoft Dynamics GP?
Mid Market Finance ERP system
Originally developed by Great Plains Software
Version 1.0 released February 1993
Purchased by Microsoft April 2001 for $1.1 billion
Current version is GP2015R2

3. Field Service
What is Microsoft Dynamics GP
Manufacturing
Inventory
Project AccountingPurchasing
Sales
Financials
Administration

4. Microsoft
Dynamics
GP
Financials
Flexible & scalable Chart of Accounts
Multiple types of General Ledger account
Multiple financial periods can be opened/closed
Transaction audit trail & drilldown
Comprehensive management reporting (SOFA)
Flexible budgeting
Integrated fixed assets
Multi-currency & revaluation
m-hance VAT Management

5. Dynamics GP Chart of Accounts
Highly flexible & scalable
Segment structure for ease of reporting
User-defined fields
Multiple budgets can be applied at account level
Multi-currency assigned at account level
Single/multi-company financial reporting

6. Chart of Accounts - Example using 3 Segments
Full Account
Number
Fund Department Account Number
10-100-5000 10
Unrestricted Fund 1
100
Admin
5000
Expenses
10-200-5000 10
Unrestricted Fund 1
200
IT
5000
Expenses
10-300-5000 10
Unrestricted Fund 1
300
Fundraising
5000
Expenses
20-100-5000 20
Restricted Fund 1
100
Admin
5000
Expenses
20-200-5000 20
Restricted Fund 1
200
IT
5000
Expenses
20-300-5000 20
Restricted Fund 1
300
Fundraising
5000
Expenses

7. Analytical Accounting
Tool to analyse, interpret and report on financial data
Analyse financial data by the criteria you need
Attach analysis to sales, purchase or general ledger transactions
Non financial information can be recorded
Budgets can be set against analysis dimensions
No need to extend the chart of accounts

8. Analytical Accounting Example
G/L Account Number Dimension 1
Expense Type
Dimension 2
Event
Dimension 3
Employee ID
10-100-5000 Mileage Event 1 1001
10 = Unrestricted Fund 1 Hotel Event 2 1002
100 = Admin Parking Event 3 1003
5000 = Expenses Airfare Event 4 1004
Train Event 5 1005
In this example one General Ledger account can now contain multiple levels of data analysis

9. Microsoft
Dynamics GP
Receivables
Management
Transaction drilldown and audit trail to other modules
Multi-currency functionality
Reconciliation routine to the general ledger
E-mail and reprint statements
User defined fields and reporting classes
Multiple reporting options and enquiry windows
Statement routine

10. Microsoft
Dynamics GP
Payables
Management
Transaction drilldown and audit trail to other modules
Multi-currency functionality
Reconciliation routine to the general ledger
Payment routine and creation of bank files
E-mail and reprint remittances
User defined fields and reporting classes
Multiple reporting options and enquiry windows

11. m-hancements
£
m-hance
Bank Management
m-hance
Expenses Management
m-hance
VAT Management
m-hance
Purchase Management
£ %

12. Reporting and BI for
Microsoft Dynamics GP

13. For every organisation there is
always a unique requirement….
“
”

14. The Reporting Challenge – What to Consider?
Deployment Method
Audience
Type of Report
Frequency

15. The Reporting Challenge
Out of the Box
Advanced Reporting / Analysis
Dashboards / Visualisation
Management Reports

16. The Art of the Possible

17. Microsoft Dynamics GP Roadmap
GP “Next”GP2013R2GP 2013+ GP 2015 GP 2015 R2 GP 2016
2014 H1 2014 H2 2015 H2 2016 H12013 2017 +
All in One Doc
Viewer
AP Inv Approval
Time Mgmt. App
Automated
Provisioning for
Azure
Top features
requested by
customers
HTML browser
& multi-device
support for Web
Client
All in One Doc
viewers
Workflow
enhancements
Top features
requests by
customers
Functionality
and
technology
releases
Top features
requested by
customers
GP 2016 R2
2016 H2
Business
Intelligence
enhancements
Web Client
evolution
Home Page
refresh
Top features
requested by
customers
Web Client
Wave Releases
Top Requested
Features
RapidStart
Business
Analyzer on
Win 8
On Azure
Service Based
Architecture
(SBA)
Top Requested
Features
Identity
Management
V2
Workflow V2
BA on multi-
devices
GP Workspace
in Office 365
Top Requested
Features
Requisition
Management
Identity
Management
V1
Workflow V1

18. Typical considerations for the NFP sector
ENVIRONMENT On-premise, Cloud
USER ACCESS Permanent, temporary & volunteer, mobility, web deployed, security
CHART OF ACCOUNTS Configurable, scalable, segmented analysis of funds, SORP
REPORTING SOFA/cost/revenue/profit, audience, frequency, deployment
INTEGRATIONS Connecting disparate systems, push and/or pull of data
BUDGETING Flexibility, user defined periods, comparison to actuals
VAT Standard and partial recovery
AUDIT Statutory accounting & audit requirements
EXPENSES Workflow, accessibility for employee & volunteer, VAT calculations

19. © m-hance ltd 2015 m-hance.com
Any Questions?
Thank you for listening