The Best Site Ever.

Transcription

1 The Best Site Ever

2 What is CustomerSource Up-to-date information on your Microsoft Dynamics product and services Unlimited access to online training Downloadable training materials and learning plans Access to the technical support KnowledgeBase much more

3 Microsoft Dynamics Community Forums Blogs Videos Networking

4 March 18-21, 2012 Houston, Texas A small investment that can deliver big returns for your business Designed to help you maximize the business value from your Dynamics GP solution so you can maximize business success. Agenda features a wealth of informative general, concurrent, and user-group sessions as well as interactive discussions. Huge opportunity for attendees to get in-depth knowledge, strategy, insights, and best practices that they can share with your colleagues across your company. Finance IT Operations Marketing Sales

5 Disaster Recovery Best practices to protect your data and your business relationships: Offsite Backups Internal Redundancy Hosting of Applications and Data Who has a Disaster Recovery Plan? Have your auditors recommended one?

6 Dynamics GP Version Release/ Support Dates Deployment Options Dynamics GP 2010 Highlights What s New in Dynamics GP2010 R2 GP2012 Sneak Peak

7 Microsoft Dynamics GP Roadmap Management Reporter Word Forms SRS Reports Deep Functionality Role Tailored BI Next level of Office integration and Workflow Corporate Performance Management Continued innovation targeted at mid-market with particular focus on: Simplicity Productivity Dynamics User Experience Leadership Contextual BI Time-to-Value Continued innovation targeted at mid-market with particular focus on: Next Gen UI Contextual Role Tailored Workflow Microsoft technology RELEASES Support Ends /9/ /13/2015

8 Deployment Options Why Make the Move to Cloud Dynamics GP? Access anytime, anywhere for an affordable monthly fee. Cloud Dynamics GP reduces the burden on your IT staff and resources. Highly secured network and physical security technology and procedures. Efficiency with automatic updates to your cloud accounting software. Data backup with secure off-site storage

9 Dynamics GP 2010 Are You Benefiting? Management Reporter Word Forms SSRS Reports Lists SmartLists

10 Enhance Insights Features Business Analyzer Simplify Report deployment SQL Reporting Services Business Intelligence Refresh Report Builder/ Dynamics GP Integration Business Portal additional reports Excel report bulk deployment Multi-company Excel reports Drill down to SmartList Drill down to Extender Windows

11 Make it Easier Features support for all Option based Reports Substitute fields in for Messages Notification Enhancement Performance List Performance Enhancements Fixed Assets Fixed Assets Integration with Reporting Ledgers Analytical Accounting Budget roll up Electronic Signatures Electronic Signatures allow signature window to close Collections Management Default Subject for Collections E- mails Attach Collection Notes to Credit Documents Letter Functions to Print Credit Documents

12 List View Performance Enhancements Lists have been re-architected so the information will appear more quickly As an example, the Sales Transaction list with Business Analyzer metrics will display data 360% faster

13 Word Templates and

14 Business Analyzer

15 Dynamics GP 2012

16 Dynamics GP 2012 Select printer at time of printing documents Reprint PM check stub and remittance forms Edit Remit to and 1099 info on payables transactions Multicurrency apply during RM cash entry Office 365 integration Sub ledger - reconcile IV to GL Reason codes for stock movements Fixed Assets Historical Depreciation Reporting Enhanced document attachments Purchase Order line item tolerances

17 Reporting Shootout Overview Classic Reporting versus the New Tools in Dynamics GP Report Writer\Crystal vs.ssrs FRx versus Management Reporter SmartList versus SmartList Builder Excel versus Excel Report Builder

18 Report Writer: Tried and True Advantages: Has been in place since version 1.0 A large number of pre-defined reports Most clients have many modified reports in RW Disadvantages: Limited abilities, cannot make multiple passes of data Can be difficult to use Will be replaced by SSRS, in fact GP 2012 nearly eliminates it.

19 Crystal Reports: Original Power Reporting Advantages: For years, reporting tool of choice Flexible, scalable and powerful End-user friendly Disadvantages: Difficult to deploy in multi-user environment Expensive to deploy in multi-user environment No longer bundled with Dynamics GP

20 SQL Server Reporting Services Advantages: Feature set Deployment options Cost (included with SQL Server) Disadvantages: Complex install Relatively new product

21 FRx: Financial Reporting Tool Advantages: Designed exclusively for financial reporting Interface is relatively simple to work with Supports several accounting systems Highly scalable Disadvantages: Can be difficult to design complex statements Steep learning curve beyond the basics Version 6.7 is the final release and replaced by Management Reporter. Cannot order additional products

22 Management Reporter Advantages: Scalable Familiar user experience Boardroom quality reports Disadvantages: Must be installed on a Domain Controller Not yet as feature rich as FRx Still a new product

23 SmartLists Advantages: Pre-defined queries Many additional fields to choose from Reminders Goto s to GP windows Word Mail Merge Excel export Disadvantages: Disposable reports No option to add fields beyond what s pre-defined

24 SmartList Builder Advantages: Can use any SQL Server table or field including those for other products Can use SQL Server Views to speed up reporting Disadvantages: Must have some understanding of the table structure Additional module to purchase (SmartList Builder\Excel Report Builder\Navigation List Builder)

25 Excel: Best Kept Secret Advantages: Ubiquitous and popular tool Allows additional processing capabilities options once data populated ODBC Hot Links to database Disadvantages: Requires technical knowledge to configure

26 Excel Report Builder Advantages: Uses Excel to generate the results of the Query. No export from a SmartList Data is refreshable in Excel Disadvantages: Must have some understanding of the table structure Additional module to purchase (SmartList Builder\Excel Report Builder\Navigation List Builder)

27 Licensing Classic Reporting in MS Dynamics GP Report Writer = Bundled in GP Crystal = Previously bundled in GP FRx = Bundled in GP (Discontinued) SmartList = Bundled in GP Excel = MS Office License New Tools SQL Reporting Services = Bundled in SQL Server Management Reporter = Bundled in GP 2010 SmartList Builder/Excel Report Builder = Add on module

28 Promotions Transition from Module Based Licensing 5k 20% off users (2 minimum) 20% BRL Add On Modules Know someone who could benefit from Dynamics GP? Great promotion for new purchases.