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1 Microsoft Dynamics GP 2016 New Features Presented by Robin Hauswirth Offering a breadth of expertise, innovative thinking and valuable insight. BDO Solutions is an award winning solution provider with a core focus on business processes and sustainable effectiveness

2 35+ Features & Enhancements Foundation Distribution Financials Business Intelligence New HTML5 Web Client

3 The Microsoft Dynamics GP 2016 Web Client OPTIMIZED FOR YOUR ROLE

4 The GP 2016 Web Client Microsoft Dynamics GP 2016 introduces an HTML5 interface that provides a friendlier user experience Scales to your device New controls created for HTML client UI changes Single sign on

5 What is HTML5? HTML is the markup language used for building and displaying online content, and the language of web browsers and web apps. HTML5 is the latest and greatest standard for that language Why is this good for GP 2016? HTML5 will give the GP 2016 web client improved performance & responsiveness Web browser agnostic Improved Mobility

6 The New GP 2016 Web Client UI

7 Web Client Search Ability to search for a window or report within the GP web client Shows a list of all open windows and reports based on search criteria Shows a list of all windows and reports and the navigation based on search criteria Ability to close all open windows at once.

8 Why is the GP 2016 Web Client a Big Deal? No need to install any additional software More responsive, easy to use & feature rich Can log in from anywhere in the world Can be scaled to provide redundancy or grow with your business The web client can be integrated with your on premises deployment Only features a user has access to are visible

9 Dynamics GP 2016 Web Client Configuration Types Single Machine Simplest Configuration Used when an organization has a small number of users No redundancy

10 Dynamics GP 2016 Web Client Configuration Types Scale out Used when an organization has a larger number of users The server load can balanced Provides redundancy

11 Dynamics GP 2016 Web Client Configuration Types Multi-tenant This is the most complex deployment type This configuration type is typically used by organizations that host Microsoft Dynamics GP for other customers Allows multiple Microsoft Dynamics GP installations to be run on the same physical server Segregates data and security roles\tasks

12 Web Client Considerations Can I upgrade to Dynamics GP 2016 and make the web client my only GP client? Depends Certain GP modules may not be available in the current web client release e.g. Canadian Payroll Certain 3 rd party application may not currently be compatible with the web client A BDO GP representative can help you determine if the GP web client is right for you

13 Microsoft Power BI What is Power BI? Power BI is a comprehensive, self-service reporting platform that enables businesses to interact with their Dynamics GP data and gain important insights Allows organizations to get accurate financial metrics and keep track of their financial health Allows you to create rich dashboards to view important data from across your organization Why am I telling you about Power BI?

14 Power BI Reports on Home Page With Power BI Reports right on the Dynamics GP 2016 Homepage, users will be able to get a quick snap shot of their most critical data New part on Home Page to display Power BI Reports Click on the report to take you out to your Power BI site For Information on Power BI May 11-11:30 AM - 12:15 PM - Microsoft Power BI - The end of one era and the beginning of the next.

15 Additional GP 2016 Enhancements Highlights SmartLists Import and export Smartlists from SmartList Designer Create SmartList from the Favorite using SmartList Designer Core Enhancements Multiple Page Scan Scotia Bank EFT format added as a default EFT file format Increase Distribution Reference Field Size Financials and Compliance Simplified Analytical Accounting User Access Settings Budget import exception report Payables batch credit card payment option Deposit cash receipts batches automatically Enable Credit card Payment Type for Check Run Processing Distribution Enhancements All-in-one document view for sales and inventory transactions Prepay purchase order total And more

16 AA User Access Settings Option to automatically give users access to all AA transaction dimension codes, rather than defining access individually for all users to all codes

17 Automatically Batch Deposit Cash Receipts When Automatically Post Cash Deposits is marked and you post a batch with cash receipts in it, one deposit will be created for all cash receipts in the batch If you transaction level post, each transaction will create a separate deposit

18 Payables Credit Card Payment Option for a computer check batch to be paid by credit card The credit card payment will create an invoice for the credit card vendor A remittance form will print to show the invoices paid

19 Prepayment on Purchase Order Total Amount Prepayment amount on purchase orders can now include Taxes, Freight and Miscellaneous Entire PO amount can be included in the prepayment

20 Budget Import Exception Report When importing a budget from Excel, an exception report will print displaying accounts that aren t setup in Dynamics GP User will be able to export and import SmartList definitions created with SmartList Designer from one install to another

21 Export Numbers to Excel Formatted as Numbers Numbers exported from Excel will be formatted as a number, not text

22 Sales All-in-One Document View View all related sales documents for a single transaction in one window Accessible from Customer Maintenance, many sales inquiry windows, navigation lists and the home page

23 Inventory All-in-One Document View View quantity in and quantity out transactions for one item in one window Accessible from Item Maintenance, many item inquiry windows, navigation lists and the home page

24 Word Templates for Batch Approval Workflow s Workflow Batch Approvals now have a default Word template for the edit list for General Ledger Batches Payables Batches Receivables Batches Can be ed to approver for complete information before approving

25 Scotia Bank EFT Format Added The electronic file format used by Scotia Bank is now one of the default EFT formats Default formats are available for use in electronic transactions for both sales and purchases

26 What are my GP 2016 Deployment Options? There are 2 ways of hosting Dynamics GP 1. Traditional On-Premise 2. Cloud Hosted - Private Hosted - Shared

27 Traditional On-Premise Deployment Purchase the software and deploy at your location on your own servers Installation options: Individual Workstations Remote Desktop Services or Citrix GP Web Client Pros: You maintain control of your data at all times and you are not dependent on an internet connection All financial data stays In House Cons: You are responsible for all server maintenance, backups and other IT services Software and hardware purchase can mean a large initial investment of funds

28 The Cloud

29 The Cloud What is cloud computing? a brief definition In general the cloud refers to the method of delivering software, from to accounting to customer relationship management, to users via the Internet Public cloud - Provides services to multiple clients using the same shared infrastructure\resources e.g. Gmail, Facebook Private cloud - Services, servers are dedicated to one organization. Only accessed by a single organization. e.g. Government Services, Banking Services

30 e Cloud Hosted Private Deployment Purchase the software and pay a monthly fee All the servers are dedicated to your organization Access is over a secure internet connection that can be either shared or private Pros: You own the software but you do not need to purchase or maintain the hardware infrastructure More flexibility with scheduled outages More customizable Solution can be tailored to the organization Cons: Access is dependent on an internet connection Ongoing monthly fee

31 e Cloud Hosted Shared Deployment Multi-tenant - Allows multiple Microsoft Dynamics GP installations to be run on the same physical\virtual servers Accessed over a secure internet connection The server resources are shared Financial data is still segregated and not accessible between organizations Pros: You are not responsible for any hardware purchases or maintenance Cost to an organization may be lower based on economies of scale More efficient resource utilization Cons: Access is dependent on internet connection Less customizable Scheduled downtime may impact multiple organizations

32 iness Drivers and Options when choosing an On Premises Vs. a ud Solution Cost Factors Reduce capital expenditures Predictable monthly fee Reduce cost of IT support or staff Functionality Factors Integration with your environment Ongoing daily maintenance Speed of Deployment Control Factors Is Data/applications at your site or managed remotely Choose when to upgrade Security Factors Access without an internet connection Easy of disaster mitigation

33 Dynamics GP 2016 Components & Requirements

34 namics GP 2016 Components amics GP 2016 is comprised multiple interconnected components. The ponents can be broken down as: Database Server Manages the data for the GP accounting system GP Workstation Client The Windows application that presents Microsoft Dynamics GP to the user Web Client Components - Provides access to Microsoft Dynamics GP through a web browser or other mobile application Remote Desktop Services - Allows Microsoft Dynamics GP to be managed and accessed from one centralized location within your organization

35 namics GP 2016 Requirements ollowing requirements are not all inclusive er Operating System icrosoft Windows Server 2016 / 2012 / 2008 SP1 or above kstation icrosoft Windows version 10 / 8 / 7 icrosoft Office bit & x64 icrosoft Office bit & x64 base Server icrosoft SQL Server 2016 / 2014 / 2012 ork Card GB Ethernet (all connected components) nges from previous GP Releases indows server 2016 is supported icrosoft SQL Server 2008 is no longer supported icrosoft Office 2010 is no longer supported

36 tualization Support icrosoft Dynamics GP 2016 server applications can be implemented in a virtualized ronment at are the benefits of virtualization? an help reduce the number of physical servers needed to host your Dynamics GP 016 implementation mproved server resource utilization Easier backup and restore operations Snapshot capability, which provides flexibility when performing server maintenance orted Platforms indows Server 2016\2016 \2008 Hyper V MWare vsphere

37 mmary rosoft Dynamics GP 2016 is a full-featured ERP solution that is easy to use, fast to lement, and adaptable. With a solid foundation and long history, Microsoft Dynamics GP 6 offers the following: Flexible deployment options, with both a desktop and a web client Excellent performance Improved mobile functionality Flexible data integration and reporting tools Unique platform features ideal for business applications Integration with standard Microsoft applications like Microsoft Office Many core functionality enhancements Integration with Microsoft Windows Server technologies An extendable architecture allowing customization capabilities

38 both All-in-One Document Views that were added in GP 2016? ales and Inventory types of reports are now available right on your Dynamics GP 2016 desktop? ower BI lient is no longer required when using the GP 2016 web client? ilverlight the new payment option found in the Payables Batch Entry Window? redit Card the new EFT bank format that was added in Dynamics GP 2016? cotia Bank

39

40 Connect with BDO

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