blooming your business may 20, 2015 - maner...

Blooming your Business May 20, 2015

Lansing Community College West Campus | Lansing MI.

2425 E Grand River Ave, Ste 1 Lansing, MI 48912

(517) 323-7500 Www.manersolutions.com

Www.manercpa.com

9:00 am Welcome Consultant’s Keynote Challenge—In this interactive session, our resident experts will attempt to answer questions

from the audience. Sit back & watch the fun, nothing is off limits.

10:15 am Break

Auditorium Room M119 Room M120 - Hands on Labs

10:35—

11:35 am Out with the Old and In with the

New—Window 10 Preview

Join us in this session we will take a high

-level look at Microsoft’s new flagship

operating system Windows 10.

This Cloud Brings More Than Spring

Showers

Using GP Web Client and Microsoft Azure to

strengthen your roots.

It Doesn’t Grow on Trees—

Creating a Cash Flow Statement

Learn where your cash is going by

using account categories to create a

Cash Flow statement in Mgmt. Rpt.

11:35 am - LUNCH

12:30—

1:30 pm Pain Pain Go Away—Stopping the

Paper Cyclone with GP2015 Work-

flow

Learn how GP2015 Workflow can reduce

paperwork by automating approval pro-

cesses, requisitions, timesheets and em-

ployee information.

Growing Your Business with Power BI

Learn how Power BI, Microsoft’s amazing

new business intelligence and data analysis

tool, can help you make better and more

timely decisions.

Report Writer Basics

This tool allows users the ability to

modify standard GP reports. We will

walk you through modifying some of

the more common reports to remove

unnecessary fields and adding new

fields to clean them up and add extra

functionality to them.

1:30 pm Break

1:50—

2:50 pm Unearthed Flowerpots—Modules

You Never Knew You Had

With the advent of Perpetual Licensing

(starting in GP 2013), clients now own a

whole suite of modules—for free! Attend

this session and discover what those

modules are, and what it takes to get

them up and running. We will discuss

the more popular of these modules.

Rejuvenate Your Business with Office

365

April showers bring May flowers! Let’s talk

about moving to the Cloud and how it can

benefit your organization.

It Doesn’t Grow on Trees—

Creating a Cash Flow Statement

(Repeat)

Learn where your cash is going by

using account categories to create a

Cash Flow statement in Management

Reporter.

2:50pm Break

3:10—

4:10 pm Fertilizing and Seeding Your Dy-

namics GP with an Upgrade to 2015

Come to this refreshing look at what the

new version of Dynamics v2015 has to

offer. You will get a chance to hear and

see what is rooted in the new version as

well as learn what will be necessary to

prepare your seedbed.

Cultivating GP—Customization Meth-

ods 2.0

Is there something you would like to do in

Dynamics GP just a little differently? Join this

session and find out how to cultivate your

data, learn when and why to customize your

GP.

Report Writer Basics (Repeat)

This tool allows users the ability to

modify standard GP reports. We will

walk you through modifying some of

the more common reports to remove

unnecessary fields and adding new

fields to clean them up and add extra

functionality to them.

Michael Bohanon, CMA, MSM, Business

Solutions Specialist

[email protected]

James Meyer, MBA, MCP, Director of

Business Solutions and Technology

Department

[email protected]

David Caldwell, MCP, Principal

[email protected]

Seth Meyer, Software Developer

[email protected]

Michelle Chahine, Customer Service

Manager/Project Coordinator

[email protected]

Fil Schwartz, Business Solutions

Specialist

[email protected]

Joe DeLuca, A+, MCP, MCPS, MCNPS,

Director of Management Information Systems

[email protected]

Jeffrey Stevens, CPA, CITP, President,

Principal

[email protected]

Dave Feenstra, MCP, Senior Consultant

[email protected]

Scott Witteveen, MCP, Business

Solutions Specialist - Alliance Member

[email protected]

Brandon Kellogg, Technical Solutions

Specialist

[email protected]

Joe Zuziak, MCP, MCTS, MCSA

[email protected]

Matt Mason, MCP, Senior Consultant

[email protected]

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Consultant’s Key Note Challenge

3

Solutions Conference – Spring 2015www.manersolutions.com

(517) 323‐7500

Solutions Conference

Spring 2015

Joe DeLuca

Best platform for modern business

Affordable and innovative devices

Simple to setupand manage

Enterprise-quality security for SMBs

Simple to use

Integrates the Cloud and PC

Highly mobile and built for agility

Broadest range and selection

Set up out of the box

Light‐touch management

Security for your devices

Security for your data and user identities

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• Easy for Windows 7 users

– If you know how to use Windows 7, you’ll know how to use Windows 10

• Familiar experience across devices

– The look and feel will be consistent across Windows 10 devices, meaning a Windows 10 laptop user will feel comfortable picking up and using a Windows phone or tablet

Simple to use

• Office Online apps

– Windows 10 integrates great with Office Online –the free Office apps online where you can work on files with anyone, anywhere, in real time—for free

• OneDrive built‐in cloud storage

– OneDrive is built‐in so all your files automatically sync and are available wherever you are

Designed for cloud services

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“Project Spartan”

• Built for the modern web, always up‐to‐date

– It’s cleaner, smarter, and better at all the things you do online

• Take notes directly on web pages

• Reading mode

– The convenience of reading ad‐free articles and saving your favorite reads for offline access

The core strengths of Windows• Rich client computing

– You can run new modern Windows Store apps, desktop apps that run on Windows 7 and later, and of course the custom apps (or “LOB – line of business” apps) that you invested in for your company

• Online and offline

– Windows doesn’t need to be always connected to be functional

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Windows + Office better together

• New universal Office apps for Windows 10

– Built for touch and mobile scenarios while delivering the familiar Office experience across phones, tablets, and desktops

• Single sign‐on with Office 365

– Windows 10 PCs can now use Azure Active Directory (AAD) for logins and other key areas

Built for today’s agile businesses

• Faster boot times and responsiveness

– 30‐70% faster on most systems Microsoft tested

• Designed for longer battery life

– One way is through a new feature called Battery Saver, which, when turned on, automatically limits background activity and makes some hardware adjustments

• Thin, light, and stylish

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Revolutionary business devices

Windows 10 is driving not only device innovation, but device revolution as well. HoloLens and Surface Hub are two examples of how Windows is changing the business device landscape and pioneering new experiences

Link to HoloLens: http://www.microsoft.com/microsoft‐hololens/en‐us

Link to Surface Hub: http://www.microsoft.com/microsoft‐surface‐hub/en‐us

Makes existing devices better

• Faster WiFi reconnect

• An improved task manager

• Greater security

• Better performance

• Plus all the other benefits of Windows 8 and Windows 10, fundamentally

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Upgrade existing PCs in-place

• For Windows 7 and Windows 8 devices you already own

– For existing devices that meet the minimum hardware requirements for running Windows 10, the easiest approach will be to use the in‐place upgrade process to move from Windows 7, Windows 8, or Windows 8.1 directly to Windows 10

• Windows does the work, preserving all data, settings, apps, and drivers– With an in‐place upgrade, migrating to Windows 10 from Windows 7, Windows 8 or

Windows 8.1 can be done without reinstalling Windows from scratch, preserving your data, apps and drivers as required

• Free upgrades for one year after launch– Qualified existing PCs running Windows 7 or greater and that meet the hardware

requirements for Windows 10 will be provided the opportunity to upgrade for free for up to one year after launch

Effortless updates on your terms• Personal devices stay current with latest innovations

– Consumerswill receive latest feature updates, which are installed as they arrive via Windows Update

• Businesses can update with market‐tested updates

– You can opt‐in to the consumer mechanism as well, or you can choose to delay innovation updates by up to 90 days so they can first be tested thoroughly in the market

• Option for mission critical systems to delay updates

– Many businesses have mission‐critical systems which they want to remain largely unchanged, only receiving security updates and critical fixes. You will have the option of choosing this level of support as well

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Security for your users’ identities• Next Generation Credentials

– Windows 10 includes a new solution that addresses all of the complexity and cost challenges you’ve faced to date with existing two factor authentication solutions, by enabling your users to use the devices they already have as one of the factors. This means you can use your mobile phone, whether it’s a Windows Phone, iOS, or even an Android device as one of the factors. The other factor will be biometric or a PIN. If your users can’t use their phones as one of the factors, they can enroll their actual Windows PC as one of the factors

• Breach, theft, and phish proofing

– This new identity can be virtually breach, theft, and phish proof as the user’s identity will be bound to the device itself. If an attacker is able to extract it, the best they can do is get encrypted data ‐ which is useless to them. Another related feature also prevents “pass the hash” attacks by putting a user’s derived credentials into a container that is isolated from the rest of the system

Helping people of action do great things.

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Pain Pain Go Away

Stopping the Paper Cyclone with GP2015 Workflow

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Workflow Agenda

What is Workflow?

Where Can I Use Workflow?

How Does it Work?

1. What is Workflow?

Workflow is the approval process for a document, master record, or batch.

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A workflow defines how a document, master record, or batch

“flows” through the system

by showing who must approve it,

and the conditions under which they must approve it.

Workflow ‐ 1 Step Approval

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Workflow ‐ Conditional Approval

Workflow – Multiple Approvers

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Workflow ‐Multiple Paths

Workflow – Multiple Paths & Steps

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2. Where Can I Use Workflow?

3. How Does it Work?

Create a Workflow Routing

Submit a Document/Batch for Approval

Approvers Notified and Respond

The Document/Batch is Entered Into GP

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Create a Workflow Routing

Routings Consist of Steps

Each step is assigned to a user.Each step may have conditions that have to be met.

Each step can have a time limit.

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Submit a Document/Batch for Approval

Approvers Notified & Respond

GP Home Page Notification

Email Notification

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GP Home Page Notification

Email Notification

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The Document/Batch is Entered/Posted in GP

GP2015 Workflow Demo

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Q&A

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Growing Your Business with Power BI

Presented by:

James Meyer

Michael Bohanon

Agenda

• How to Get Power BI

• Power BI Overview

• Top Benefits / Features for:

– Business Users

– BI Analysts

• Demo

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How to get Power BI

Getting Started with Power BI

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Power BI Overview

Power BI Overview

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Works with IOS Devices

Interact With & Share Data

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Proactive Alerts

Share Dashboards

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Works with Excel

Excel Tools

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Access Data from Multiple Sources

Visuals

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Example Visuals

Example Visuals

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Power BI Demo

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Using Report Writer

Matt Mason

Introduction

• Report Writer one of many reporting tools

• Best used for modifying existing reports

• Don’t need to be ‘sa’ to use

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Basic Concepts

• Original reports ALWAYS intact

• Modified reports stored in dictionary file called Reports.dic

• This file should be stored on the network

• File should be backed up before adding new reports

LAB EXERCISES

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Report Writer Lab

Exercise 1

Simple Commands within Report Writer

Log into Report Writer

Microsoft Dynamics GP – Tools – Customize – Report Writer OR Alt F9 Product: Microsoft Dynamics GP. Click OK

Choose Report

Click Reports Button

Original Reports: Choose 1099 Miscellaneous. Click Insert button to create Modified Report on right. Highlight 1099 Miscellaneous and click Open

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Click Layout button

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Commands

Action Mouse Keyboard

Move field Click on field and drag Move with Arrows

Multiple fields “Lasso” several fields and move Hold Shift Key and highlight

Resize field larger Click on border of field and drag Hold Shift key and use Arrow

Resize field smaller Click on border of field and drag Hold Crtl key and use Arrow

Delete field Use Delete key

Insert field Highlight field from Toolbox and drag onto layout

Close window to save changes

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Report Writer Lab

Exercise 2

Modify Accounts Payable Edit List/Posting Journal

Print Edit List to screen

Screen: Purchasing – Transactions – Batches

Batch ID: Look up and Select PAYABLES BATCH

Click Print icon. Print to screen.

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Click Modify button. This takes the user into the Report Writer layout.

From here, you will perform several actions:

1. Delete most of the data fields in the Header section

2. Delete the corresponding text headers in the Header section

3. Add the Vendor Name field from the Toolbox

4. Add a Text field – “Vendor Name”.

5. Reduce the size of the Header area

6. Revamp the Errors section

7. Remove most of the Totals Fields

8. Add “Modified” as a Report Header

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Take Document Amount and move up two spaces

Lasso all fields in Payment Information and the two lines above and delete

Find

Delete Voucher Number field

Move other data fields to the left

Insert Vendor Name field from Toolbox

1. Change table to PM Vendor Master (blue) 2. Find Vendor Name’ 3. Drag to right side of screen

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Make Vendor Name smaller and move up 1 line Create a Text Field

1. Click Static Font button 2. Put cursor in body of Layout and type “ERRORS:”

Resize Error Fields and move upward

1

2

3

1

2

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Resize H3 Section Put cursor on H3 square and move upward

Remove all Text Fields and Re-position

Resize H1 Section Put cursor on H1 square and move upward

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Insert Text Field into Report Header

1. Click Static Text button 2. Put cursor in body of Layout and type “Modified:”

Close Window to save changes

Click “X” in upper right corner.

1

2

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Report Writer Lab

Exercise 3

Modify Detail Trial Balance Report

Print Report to screen

Screen: Financial – Reports – Trial Balance. Choose Detailed.

Select Demo Option. Click Modify.

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Year: 2014

Click Destination button. Make sure report prints to Screen and click OK.

Click Print icon at top of screen.

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Click Modify button. This takes the user into the Report Writer layout.

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From here, you will perform the following actions:

1. Delete Originating Audit Trail – both Data box and Text

2. Delete Posting Number and Posting Number Prompt fields

3. Delete LedgerName and Ledger Header fields

4. Move Originating Master Number, Originating Master Name, Distribution Reference fields

5. Insert Reference from the Toolbox.

6. Add “Reference” as a Text Field

7. Add “Modified” as a Report Header

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Delete Originating Trx Source, Ledger Names, and Posting Number fields

Hint: Use Shift key to highlight multiple fields Hint: if you can’t read the data field, double-click it to get Report Options window. Then you can read the Field Name.

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Move Originating Master Number and Originating Master Name (and text headers) to the right

Hint: Use Shift key to highlight multiple fields Hint: Use Arrow keys for more precise placement

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Move Distribution Reference (and text header) to the left

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Insert Reference field onto report

From Toolbox, choose Year-to-Date Transaction table Scroll down and choose Reference field Drag onto F1 section in an open area

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Resize and place Reference field

Click on Reference box

Click Ctrl D

Change Font size to Helvetica 7 point

Click OK

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Resize and place to the right of Description field

Create a Text Field

1. Click Static Font button 2. Put cursor in body of Layout and type “Reference”

Resize Text Field

Click on Reference box

Click Ctrl D

Change Font size to Helvetica 7 point

Click OK. Move field

1

2

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Insert Text Field into Report Header

1. Click Static Text button 2. Put cursor in body of Layout after “General Ledger” and type “Modified:”

Close Window to save changes

Click “X” in upper right corner.

1

2

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Hidden Flowers‐Free Modules You Didn’t Know You Had

Matt Mason

Really?

• In the beginning….

• All Modules were purchased individually

• But, starting with version GP 2010….

• You get the whole store!

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How to see what you own

• Log into CustomerSource (how do I THAT?)

• Then what?

What We’re Going to do Today

• Review some of the modules that can easily be implemented

• Some need separate installations, some just setup

• Some are quick, others involved• Consultants can/should help you get up to

speed

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Questions?

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© 2015 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Overview and Demo

41%

33%53%

What we have heard so far

82% 53% of midsize companies are still running old email servers.

"It used to take up to an hour per event to restore email service.”

– Greg Baumgardner, IT Director, Stimson Lumber

Source: Email Tracker 2010, percentage based on organizations using Exchange Servers

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41%

33%53%

82%

Personnel began experiencing serious performance issues …

– USJade

33% of midsize companies are using hosted mail.

Source: Email Tracker 2010


41%

33%53%

82%

"As the company has grown, it’s put a big strain on me …”

– Jay Magness, IT Manager, Medway

82% of midsize companies have a remote workforce.

Source: Email Tracker 2010, percentage of organizations with mobile email penetration


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41%

33%53%

82%

Employees were wasting valuable time using third‐party tools to build reports and presentations.

– Erraenersi Konstruksindo

41% of US business users that have Microsoft Office are on Office 2003 and older versions.

Source: comScore TechMetrix, US Work panel, March 2011


We need our tools to work together out of the box.

We need productivity tools with a TCO we can afford.

Users still need to get their work done when they are travelling.

Our mobile workers need access to more than just email, and without using a VPN.

We can’t risk attacks from spam or viruses—especially if it impacts our customers.

Our IT managers are tied to our servers.

Managing complex infrastructure takes our IT staff away from the important projects.

It’s hard to keep track of all our licensing costs.

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What is important to you?

IT Control & ManagementValue

Anywhere Access

Security Reliability

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ANTIVIRUSANTI‐SPAM

24/7MONITORING

BUSINESSCONTINUITY

99.9%SLA

Security and reliability


24/7MONITORING

BUSINESSCONTINUITY


99.9%SLA

“In the past, we had spam originating from one of our employee’s computers. That is no longer a risk.”

Source: Customer interviews from The Total Economic Impact™ Of Microsoft Office 365, a commissioned study conducted by Forrester Consulting on behalf of Microsoft, May 2011

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24/7MONITORING

BUSINESSCONTINUITY


99.9%SLA

“The disaster recovery capabilities are vastly superior to what we could have provided on our own.”



24/7MONITORING

BUSINESSCONTINUITY


99.9%SLA

“Peace of mind is the biggest benefit for me. Knowing that someone else is taking care of everything is great.”


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24/7MONITORING

GEOREDUNDANT


99.9%SLA

“Microsoft’s service level agreement is very important to us.”


PEOPLE

��

� ��

EMAIL

Anywhere access

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PEOPLE

��

� ��

EMAIL

Anywhere access

��

DOCS

MEETINGS

��

Anywhere access

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��

DOCS

MEETINGS

��

Anywhere access

PER USERLICENSE

PAY FORWHAT YOU NEED

LOWUPFRONT COSTS

ALWAYSCURRENT

Value

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PER USERLICENSE


LOWUPFRONT COSTS

ALWAYSCURRENT

Value

“We started investigating our options and found that Microsoft’s online solution can reduce our costs.”


PER USERLICENSE


LOWUPFRONT COSTS

ALWAYSCURRENT

Value

“Budgeting is much easier now, and that is very important.”


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PER USERLICENSE


LOWUPFRONT COSTS

ALWAYSCURRENT

Value

“We currently have a lot of different costs, and it can be hard to keep track of them.”


PER USERLICENSE


LOWUPFRONT COSTS

ALWAYSCURRENT

Value

“Now we don’t need to be knowledgeable on all the latest technologies in order to roll it out to our users.”


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EASY ADMIN

ACCESS CONTROL

� ��

24/7 IT SUPPORT

IT control and management

EASY ADMIN

ACCESS CONTROL

MARKETPLACE

24/7 IT SUPPORT


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EASY ADMIN

ACCESS CONTROL

MARKETPLACE

24/7 IT SUPPORT


EASY ADMIN

ACCESS CONTROL

MARKETPLACE

24/7 IT SUPPORT


Microsoft provides global support 24 hours a day, 7 days a week for Office 365 subscribers.

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• Demo

What press and analysts are saying

“Office 365 is almost a no‐brainer for small and medium companies ... Office 365 will essentially pay for itself.”

– Tony Bradley

“It’s in a different league entirely.”

“My first look at Office 365 leaves me rather impressed …”

“… these apps come to life in ways that are both exciting and

empowering to users.”

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Flexible for different industries and needs

INFORMATION WORKERS

KIOSK WORKERS

REMOTE WORKERS

SEASONAL WORKERS

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Dynamics 2015 New Features

Presenter: David Caldwell

What is so great about this version?

• Commitment to Web based client

• Commitment to Workflow

• Commitment to User Experience

• Commitment to Feature Expansion

• Commitment to Analysis and Information Delivery

• Commitment to Microsoft Products integration

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Interesting of what one will discover when we begin to look

underneath a rock…

Where is Microsoft’s Direction?

• A focus on delivery toward CRM/ERP solutions in an integrated fashion.

• Stress ease of use, easy integration, and advanced functionality.

• Improve digital content to help prospects to self‐shop and evaluate.

• Microsoft’s commitment to Microsoft Dynamics GP (road map/release cycle).

• According to Pam Misialek, Product Manager for Dynamics GP, this release will include “more functionality, more workflow, more apps and a service‐based architecture that will be the foundation for the further development of Dynamics GP over the next five years”.

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GP Table Name Prefixes

Prefix ModuleGL General Ledger

AF Advanced Financial Analysis

PM Payables Management

RM Receivables Management

SOP Sales Order Processing

POP Purchase Order Processing

IV Inventory

IVC Invoicing (NOT SOP)

UPR US Payroll

CM Cash Management (Bank Rec)

LK Linked Transactions

ME EFT

PA Project Accounting

FA Fixed Assets

Prefix ModuleAA Analytical Accounting

DTA Multi-dimensional Analysis

SY System or Company

AHR Advanced HR

HR Human Resources

BM Bill of Materials

DD Direct Deposit

EXT Extender

MC Multicurrency

SVC Field Service

ASI SmartList Favorites

ERB Excel Report Builder

EXT Extender

SLB SmartList Builder

WDC Field-Level Security

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GP 2015 R3

• In addition to showing off new features of GP 2015 R2, Microsoft is keeping the focus on flexibility compatibility by announcing that cross-browser and cross-platform compatibility will be coming in GP 2015 R3. Microsoft has shown the GP web client in Chrome, on an iPad and on a Samsung Galaxy phone. It’s yet another sign that mobile ERP might be the next big thing.

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Let’s have a look at the GP v2015New Features

• System, User Interface– Service‐based architecture– Identity management– Copy user settings – Management Reporter integration options

• Core System– Additional workflow functionality– Intercompany enhancements– Warning of vendors that have purchase orders– Fixed Assets year‐end close report

• Distribution– Edit email for historical documents ‐ sales and purchases– Payment terms

• HR and Payroll– Employee self‐service enhancements– Skills and training list notification for approvers – Approval list of employee self‐service tasks

• Business Intelligence and Reporting– Management Reporting navigation integration– SmartList designer – refreshable Excel reports– Business Analyzer updated for the Client and companion app

Thank you !

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