Whats newinmicrosoftdynamicsgp2013r2
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Microsoft Dynamics GP 2013 R2 new features, including; workflow, requisitions, web client, document scan and attach
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Whats newinmicrosoftdynamicsgp2013r2
- 2. Agenda
- 3. Quick to implement, simple to use business solution from Microsoft with the power to support your business ambitions
- 6. New design in core with workflow Order items and goods Combine requisitions to a single PO
- 7. Replace existing workflow inside Core Four Approval Workflows: Purchase Order Requisition Project Time Time and Attendance Email Approval
- 8. Simplify Web Client login Reduce Identity Maintenance between apps Support companion app and Service Based Architecture scenarios
- 9. Self Service Home Page Time & Attendance Project Time Requisitions Workflow Identity Management
- 10. SmartList Designer Additions Create New Go To Integrate with Existing Go To Options Open Form, Navigation List, SmartList, or Web Page
- 11. Take Company Offline Limit company access for maintenance Assign user with access Message users
- 12. Microsoft Azure Backups Disaster recovery Restore directly to/from Windows Azure Storage Option in Microsoft Dynamics GP window
- 13. Print Reaming Docs for Email Print and E-mail in one step Available for E-mail batch Process Available for E-mail Statements Process
- 14. Email or Print any report in Microsoft Word Ability to send reports in Word format Ability to print reports as Word templates Use Word tools to modify the reports
- 15. Email based on document type Allow Customer ’s to Email documents based on the on specific document type Can Enable or Disable the feature
- 16. Document Attach Additions Scan Documents Directly to Doc Attach from Scanner Add Doc Attach to Payables Convert OLE Notes to Doc Attach
- 17. Document Attach - OLE Notes OLE File Attachments replaced with Doc Attach Available on both Desktop Client and Web Client Attachments saved in the SQL database
- 18. Document Attach: OLE Object Migration Utility External, one time utility for existing users to extract existing OLE attachments and import into Doc Attach files For Core Dynamics GP, HR, and Manufacturing
- 19. Microsoft SQL Reporting Services on Transaction Forms Enables Report Rendering from Transaction Windows Personalized SSRS Reports Based on Your BI Needs
- 20. Ribbons in Desktop Client Refresh Desktop Client UI Include ribbons on all forms Update desktop font
- 21. Financials
- 22. Reverse Fiscal Year Ability to reverse the GL Year End Close process Will open the previously closed fiscal year Will warn users to create backups and verify all users out of GP prior to process
- 23. Fixed Assets Default Asset ID from Asset Class New option for Asset IDs More quickly set up asset records
- 24. Integration of Multicurrency revaluation with Analytical Accounting Multicurrency revaluation now be linked with AA AA codes on the original transaction can now be updated per the revaluation process
- 25. Copy and Paste to General Ledger Ability to paste from Excel to General Ledger Will validate the data that is being pasted into the Transaction Entry
- 26. Reprint outstanding transactions report from Bank Reconciliation Reprint Outstanding Transactions Report Print posting report after posting
- 27. Default Sort Order for Payables Checks Sort Checks by option will be found in the Payables Management setup Sort options: Payment Number, Name, State-City or Zip Code Time-saving feature
- 28. Distribution
- 29. Suggested Item Sales script for each item Analyze option to suggest quantities New fields: Price, Qty. Available,Site ID
- 30. Assign Item to multiple Sites Assign an Item to multiple Sites Available from Site Maintenance
- 31. Payables Prepayment Additions Integrate with Analytical Accounting, Muti-Dimensional Analysis, Cash Flow Management and Project Accounting Show PO Number in Check Inquiry
- 32. New Encumbrance SQL Reporting Services Reports SSRS Reports that display Encumbrance data Summary and Detail Reports Enable Print SSRS Reports from Encumbrance forms
- 33. Business Analyzer Procurement Time Management Others (tbd) Limited User Role Requisition Management Employee Self Service Project Time Project Expense Business Portal Replacement Strategy Replace Business Portal with employee self service functionality within GP web client Business Portal will not be released for GP 2015
- 34. Self Service Home Page New Home Page Content Page Quick & Simplified Navigation Preview Important Information
- 35. Employee Self Service Self-Service User Business Portal Time & Attendance Replacement Allows Entering ‘Time on Behalf Of’ Approval Workflow
- 36. Project Self Service Self Service Users Project Time Entry with Workflow
- 38. Microsoft Dynamics GP Workspace Easily create and securely share executive dashboards Click here to Test drive
- 39. Business Analyzer R6 • Supports Excel Content within the app Supports Excel Content within the app • Windows 8 Design Windows 8 Design Business Analyzer R7 is planned • Business to be Analyzer released soon. R7 is planned to be released soon.
- 40. Procurement (planned to be released soon) • Self-Service user App Self-Service user App • Request Items Request Items Windows 8 Design • Windows 8 Design Tightly integrate with DynGP • Tightly integrate with Cross Platform DynGP • Cross Platform
- 41. Time Management (planned to be released soon) Self-Service user App • Self-Service user App Enter Time Off Windows 8 Design • Enter Time Off Cross Platform • Windows 8 Design • Cross Platform
- 42. 2012 2013 (H1) 2013 (H2) 2014 (H1) 2014 (H2) 2015 2016+ GP 2013 GP 2013 SP1 GP 2013 SP2 Web Client Wave Releases Functionality GP App for Office365 BA Update Web Client Functionality Management Tools Hosting Business Analyzer Web Client Wave Releases Functionality RapidStart BA Off Domain On Azure GP 2013 R2 GP 2015 GP “Next” Functionality Workflow Companion Apps GP App for Office365+ Functionality Identity Management Service Based Architecture Functionality and Technology releases every six months
Editor's Notes
- This value prop is also designed to function as “ingredient” messaging for use by partners within their industry-specific value propositions.
- > Increase productivity and collaboration with Office 365 o Easily create and securely share compelling dashboards with the new Office 365 app for Microsoft Dynamics GP o Enhance collaboration with increased Microsoft Word, Microsoft Outlook and Lync interoperability > Protect your data with enterprise-class backup on Microsoft Azure o Mitigate risk with secure, easy-to-use database back up to the cloud on Microsoft Azure > Streamlined workflow and requisitions capabilities o Quickly create and manage workflows & requisitions within Microsoft Dynamics GP o Business Managers on the go can approve requests using email. Simplify procurement by consolidating multiple requisitions into single purchase order.
- Purchasing Requisition functionality has been brought into the desktop side of the application with GP2013 R2. Leveraging the knowledge of the functionality in Req Management and the feedback from customers and partners, we’re building the requisition functionality from the start. The look and feel is like a transaction entry window in GP, but with fewer verified or required fields. If the user doesn’t know the vendor or cost of an item, they can still submit the requisition to the purchasing agent. With a tight tie-in to Workflow from the start, you can leverage Dynamics GP functionality to manage the business‘s goods request process.
- Workflow is being completely redesigned and rebuilt to be based in Dexterity rather than SharePoint. The first release of the new system will include five workflow types, and several methods for workflow approval.
- The identity management feature for GP 2013 R2 has some addresses a couple of immediate needs with the web client but will also provide additional identity capabilities as we move into companion apps and a service based architecture. The immediate impact it will have is on the web client, where it will improve the user login experience. Currently a user logs into the web client by providing a Windows identity on the Logon.aspx page and then they provide their GP login (aka SQL Login) on the GP login window. The changes made for this feature will allow the user to log into Dynamics GPwith their windows identity. A web client user will not require a SQL Login. Notice we talk about this for web client. That is because this functionality is only available in the web client, desktop client users will still require a GP/SQL login. Another change for R2 is that the user may choose to remember their Windows user name and password on the aspx login window, so subsequent logins to Dynamics GP from a trusted device will not prompt the user for credentials. Improve the Dynamics GP Web Client login experience Reduce identity maintenance between GP and peripheral applications Maintain low deployment costs and proven GP security model Support companion app and DexNext scenarios
- With the R2 program we’re introducing a number of new modules to the Web Client, primarily focused around added value for Self Service Users. This starts with a Self Service home page: Employee Self Service Content Pages will be added to the GP Home Page 3 new content pages will be added for Time Management, Requisitions, and Project Time & Expense New Home Page role Self Service will be added Intent is to limit the information and navigation the user will see. Self Service users will only enter to GP to do a single task, such as enter hours for payroll, and so we want to present a quick and easy navigation to those areas. New content pages will work the same as the existing content pages on the home page. If they have security access other pages (home page parts) can be added. In Dynamics GP2013, you can enter timecards and enter time on behalf of a user directly in Dynamics GP. Deployed on either web client or desktop client and integrated with workflow, employees can submit a timecard or recall a previously submitted timecard. Project Time and Expense (PTE) is a collective all the all the features from both Business Portal Project Time and Expense Entry and PDK. With PTE those features are elevated by incorporating full workflow functionality. Users will be able to view the timesheet and expense document as they flow through the approvals systems, and recall and edit them prior to approval completion. In order to best utilize these Self Service features we’ve built a new Workflow solution that is native to the GP product. Finally, we’ve simplified security through our Identity Management work that unifies a GP users with their Windows Auth account to reduce the logins needed.
- Enhancement to SmartList Designer that release with SP2. Enables user to create GoTo’s to forms, navigation lists, SmartLists and Web Pages from a SmartList record.
- When you need to limit user access to a company in order to perform maintenance or business process, you can take the company off-line so only the user needing to perform the task can log in. The administrator is also able to message the users of upcoming events or to ask them if they can exit the application.
- In many cases, GP database backups are typically stored on the same disk or at least the same computer as the SQL Server. This doesn’t provide the customer the ability to recover from a disaster. You will now have an option on the Backup Company window to easily backup your GP databases directly to Windows Azure storage. Providing an easy way to create off-site backups that will get you up and running again in a disaster. For more details on Microsoft Azure pricing, refer to Microsoft Azure pricing at-a-glance Microsoft Dynamics GP Azure Calculator
- Back Up and Restore of SQL Server Databases The combination of Microsoft Azure Storage and Virtual Machines provides a great cost effective solution for backing up and restoring your on-premises SQL Server images. On-premises SQL Server images can be backed up asynchronously to Microsoft Azure Storage and in the case of an on-premises failure, the azure virtual machine can be quickly utilized to restore the image to reduce end user downtime. Treat Microsoft Azure as a giant “hard drive”. Why do we call it a giant? Microsoft Azure Storage has over 10 trillion objects, processes an average of 270,000 requests per second, and reaches peaks of 880k requests per second! Microsoft Azure Blob storage is actually the top most rated by Nasuni Cloud storage report. This ranking is based on a number of factors like read/write speeds, availability and performance metrics. Additionally, data is asynchronously copied to another datacenter that’s at least 400 miles away. So you can be sure that every piece of data that you store in the Azure Blob is available as well as protected against regional disasters (we call this geo-replication). Geo replication is a unique feature, that differentiates us from competition.
- In previous versions of GP, users did not have the ability to email and print batches or statements in one step. End-user would need to go back into the form and attempt to print after you completed your email process. This update will now allow customer to E-mail and Print all the transactions in one step. In the batch (PM, RM, SOP, POP) forms the UI will not change; user will simply mark both options to Print and Send Documents in E-mail. Print Receivables Statements form, a new checkbox option will be added stating Print Remaining Statements
- Will be able to send any report from using a Word Template. In the Email Options will have a .docx as a file type and can select template. *Web Client – will automatically create a template for report when you print/email and choose template option. Desktop – will need to create the template prior to sending via email (can use template generator tool or dex.ini switch to quickly create template).
- Email functionality added to the Customer Email Options to allow the end-user to point to specific email addresses to use based on the document type. Can choose one specific email address or multiple from the drop-down. Email addresses will populate from the email addresses that have been entered for the Customer in the Internet Options form for the customer’s various address IDs. Example of benefit: Previous to this release , Sales Quotes and Sales Order would be using same email address unless changed at the time you send the Quote or Order at the transaction level; User may want to send all quotes to specific address and all orders to different address; this feature will now allow this.
- Users will be able to attach physical documents directly from a scanner. We are adding Doc Attach to Payables Transaction and flowing them from the vendor card. OLE objects on notes will be replaced with Doc Attach and a utility will be available to move existing OLE files into Doc Attach.
- The OLE file attachment functionality on the notes will be replaced with Doc Attach Functionality which will work on both the Desktop Client and the Web Client. The files will be stored in the SQL databases along with the rest of the Dynamics GP data which will eliminate pathing issues and make backups and restores simpler.
- For users that have OLE file attachments on Notes in Dynamics GP, HR or Manufacturing, running this utility will extract those files and them import them into the SQL tables for Doc Attach.
- Added ability to render SSRS reports from the following forms: POP Entry Receiving Entry Enter/Match Invoice Payables Transaction Entry SOP Entry Order Fulfillment Receivables Transaction Entry GL Transaction Entry Clearing Entry Quick Journal Entry Budget Transaction Entry Item Transaction Entry Item Transfer Entry Assembly Entry Stock Count Entry In-Transit Transfer Entry Payroll Transaction Entry Service Call Entry Contract Entry RMA Entry RTV Entry Work Order Entry In-Transit Entry (FS) POP Entry (PA) Receiving Entry (PA) Receivables Transaction Entry (PA) Timesheet Entry Employee Expense Entry Equipment Log Entry Miscellaneous Log Entry Inventory Transfer Entry Returns from Project Entry Billing Entry Revenue Recognition Entry Billing Batch Entry Revenue Recognition Batch Entry MO Entry Quick MO Entry Picklist Mfg Component Transaction Entry Mfg Order Receipt Entry BOM Routing Link (Mfg BOM) Data Collection (WIP) MRP Exclusion List (MRP) Master Production Schedule (Mfg Forecasting) Sales Forecasting (Mfg Forecasting) QA Incoming Non-Standard Report (NSR) (Mfg QA) Supplier Corrective Action Request (SCAR (Mfg QA) Sales Configurator (Mfg)
- With R2, we are freshening the user interface on the desktop client by adding ribbons to the forms and updating the font to a more current look.
- This was a service the professional service team would do for customer’s that needed to open the previous fiscal year. Will need access to Year-End Closing form; will prompt warnings that backups are required prior to performing process; will require all user’s be out of the application and will check the ACTIVITY file. Process button will be disabled if End-user is not Maintaining History in the GL Setup form.
- This feature allows you to have default asset IDs for new assets based on the Class Setup.
- This feature further integrates Analytical Accounting with Financials. Prior to this functionality, the revaluation process would not update corresponding AA entries. Now the AA amounts can be updated in conjunction with the standard revaluation process.
- Quickly copy data from an excel file and paste into the Financial Transaction Entry form. Columns will need to be in corresponding order: Distribution Reference, Account Number, Debit and Credit. Highlight the data in excel, choose copy and then click the paste button to bring the data into GP. A validation report will print indicating any errors.
- In the Bank Posting Reports, you will be able to print the Outstanding Transactions report that printed when you reconciled your checkbook if you keep history. Now, you can access the same information at any time.
- This was a high vote count from MsConnect; In past, end-users would manually have to change at the time of print Sort Checks By option in Print Payables Checks each time they printed a batch of checks. Now they can make the change in PM Setup and can see that sort default each time they want to print.
- In Sp2, we’ve added additional Suggested Items functionality. Analyze and suggest items based on historical data, create a sales script for the customer service reps to use when looking at the suggested items in Sales Transaction Entry. And give the CSR additional information to help provide a higher quality customer experience.
- In Site Maintenance, there is a new window called Site Item Assignments. Here you can select an item and view which sites the item is assigned to and mass assign or unassign the item from multiple sites.
- With Dynamics GP2013, you can turn on Prepayments even when integrated with AA, MDA or Project Accounting. Now prepayments are fully integrated in the system and with the addition of the PO Number display in Payables Payments Zoom, you can see and zoom to the PO # that the prepayment is linked to.
- These are similar reports to what is available today with Encumbrance Management. Now, they are offered in SSRS to give you greater flexibility to customize for your needs.
- With the success of the Web Client we’ve began the process of replacing the Business Portal. The original intent of BP was to provide non GP Users a remote method of performing Employee Self Service tasks such as Requisitions, Attendance, Project Expense and general KPI analysis. The Web Client provides a platform for all of these tasks plus greater visibility of GP information through the Limited User Role. Powerful Business Analyzer Metrics are available from within the Limited User Role as well as Enquiry access to all forms that the user is granted security to. In order to complete the BP Replacement we are building several Self Service tasks into core GP including: Requisition Management, Employee Self Service, Project Time and Project Expense. Most of these solutions are on track for our R2 release with the remaining solutions coming with GP 2015. Not only will customers have more functionality available with the Limited User Role in Web Client than today’s Business Portal, we are also building out Companion Apps for certain self service functions such as Procurement and Time Management. These cross platform apps will enable “on the go” users to use their favorite device to enter vacation or sick time directly from an iPad, Android tablet or Surface device! Current plans support three apps with additional research leading to other possible apps. Our goal is to finish all of this work between R2 and GP 2015 and provide those solutions for a BP Replacement. We will NOT be releasing Business Portal with GP 2015.
- Employee Self Service Content Pages will be added to the GP Home Page 3 new content pages will be added for Time Management, Requisitions, and Project Time & Expense New Home Page role Self Service will be added Intent is to limit the information and navigation the user will see. Self Service users will only enter to GP to do a single task, such as enter hours for payroll, and so we want to present a quick and easy navigation to those areas. New content pages will work the same as the existing content pages on the home page. If they have security access other pages (home page parts) can be added.
- In Dynamics GP2013, you can enter timecards and enter time on behalf of a user directly in Dynamics GP. Deployed on either web client or desktop client and integrated with workflow, employees can submit a timecard or recall a previously submitted timecard.
- Project Time and Expense (PTE) is a collective all the all the features from both Business Portal Project Time and Expense Entry and PDK. With PTE those features are elevated by incorporating full workflow functionality. Users will be able to view the timesheet and expense document as they flow through the approvals systems, and recall and edit them prior to approval completion. GP 2013 R2 has Project time. GP 2015 will have Project Expense.
- 2 mins The Financial page contains an Excel spreadsheet designed to show dashboard information from GP. Drill back to GP web client was added in the November tax release for Dynamics GP 2013. For more info view : Microsoft Dynamics GP Dashboards
- Key feature is the ability to see Excel content within the App. Demonstrates the quick release cadence for apps and how new features can be added and releases as soon as they are completed. No need to reinstall the app. Users will receive notification that an update is available. GP Companion App services do need to be updated to map the location of you Excel files to the App Services Supports Excel files stored on Network Share, SharePoint and O365
- Cross Platform App (Windows, iOS, Android) Designed for tablet Connects back to GP using service Enables user to enter time off (V1) and enter hours (V2)
- 2 mins The Dynamics GP Roadmap is an exciting and rapid release roadmap. We’ve shifted our cadence on releasing functionality to the marketplace and have adopted a half year release strategy. As you can see from this slide, we have already released two updates (SP1 and SP2) with additional feature functionality to the marketplace in the past year. We have a release coming in the first half of 2014 with another set of features that are directly in response to customer suggestions. This release will bring to market 40 additional features. All of this before the next “major” version has even hit the street! We are getting great feedback on this strategy and will continue this half year cadence as we move into and beyond the GP 2015 release.
- Blog: http://blogs.msdn.com/b/gp/ Dynamics Communities - https://community.dynamics.com/gp/default.aspx?GroupToJoin=58 You Tube – Dynamics GP 2013 – look for msdyncomm Go to this blog site, look for blogs by Pam Misialek, Kelly Youells and others to see feature of the days and upgrade tips. Go to Dynamics Communities to look for forums, ask questions and get your questions answered. To learn more about GP2013 – go to You Tube and look for presentations recorded by customer support (msdyncomm) for a walk through of all the features.