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Dynamics GP User Group MeetingSeptember 14, 2017

Turnkey Technologies, Inc. | www.turnkeytec.com

Welcome GP Users!

Turnkey Virtual GP User Group

September 14, 2017



1:00 - 1:10 - Introduction – Turnkey Digital TransformationChris Gherardini, CEO

1:10 - 2:10 - Purchasing with Efficiency - Procure-to-Pay in Dynamics GPDiane Seider, St. Louis GP Practice Lead Bill Schulz, Senior GP Consultant

2:10 - 2:25 - CRM Quick StartRokas Varanavicius, Director, Customer Engagement

2:25 - 2:40 - Enterprise Mobility and SecurityMike Hornberger, Director, Cloud & Hosting

2:40 - 3:00 - Tips & TricksLaura Cain, Dynamics Financial Reporting Specialist

3:00 – 3:15 - Q&A

Agenda / Introductions



Turnkey Summarized Offering 2017 - 2018

• Microsoft Dynamics Portfolio Stack

• Dynamics GP

• Dynamics 365 – Enterprise aka Dynamics AX

• Dynamics 365 – Business aka Dynamics NAV

• Dynamics 365 – Sales, Service, Marketing, Field Service, PSA

• Dynamics Talent

• Industry Partners – Rental, Services, Supply Chain, CPM, more

• Turnkey Cloud – Private Dynamics GP Hosting

• Microsoft Cloud Stack

• Azure

• Office365

• Power Bi

• SharePoint

• Coming soon… SalesForce, Intact



• Hosting Dynamics GP in TTI Cloud (upgrade as you migrate)

• Relationship managers – solution road maps, visioning sessions

• Managed Services – virtual servers, applications, administration, support

• Integrating Dynamics GP/D365 with other line of business applications (eCommerce,

Dynamics CRM/SalesForce, EDI, Banking, …)

• Customer Service with Dynamics 365 Services

• Turnkey Customer Portals

• [email protected]

• Marketing and Sales Management with Dynamics 365 Sales & Marketing

• Migrations to Dynamics 365 Enterprise/Business

• Office 365 Migrations, integration to CRM & ERP

• Power BI dashboards

• SharePoint

• Mobility

• IoT

• Corporate Performance Management Solutions (Prophix)

How we are helping customers in 2017



Office 365 World



Power BI anywhere



Mixed mode dashboards



Customer / Employee Collaboration Portal

D365 Field Service(replaces hazard scout)

M2M Data

Telemetry DataIntegration

Field Service Worker

D365 Enterprise (aka Dynamics AX)(Replaces RMI)

D365 Core (aka Dynamics CRM)(replaces salesforce)

Scribe IntegrationPlatform

Office 365/SharePoint/PowerBI

Includes: Marketing/Sales/Service

Turnkey / Mesa Proposed D365/O365 Macro Solution Model

Procurement

Rental

ReceivablesCollections

(Accounts, contact, AR, etc.)

Service Orders

Power BIReporting Experiences

New CustomerService Request

[email protected]/10/2017

General Ledger

Equipment / Asset Management

ServiceProduct

Management

Production Management

BankingInvoice History

Sales - Order & Invoice Processing

Quote - Order

ContractsAvailable to Rent

Autonomous Service Call Creation

SharePoint Document ShareSecurity/Audit

Service Activities

Solution model using D365 with Cloud stack



Solution model using GP with O365/D365Cloud Stack

Customer / Employee Collaboration Portal

(350 users)

D365 PSAProject Services Automation

Resources 300 – FTE, 1099

WBS (Work Breakdown Structure)Task, Due Date, Budget, Work Decription

Resource Assignments Task Details Due Date Budget

Worker Task Notifications, Outlook Synch

Push Notification

Worker Time App

SubmitWorkflow

Project Gant, Project Status

Dynamics GP(Upgrade to GP

2016)

D365 Core Initially 10 – full users

Integration PlatformOffice 365/SharePoint/PowerBI

Limited Deployment/Hybrid

Includes: Marketing/Sales/

Service

Opportunities

Accounts/Contacts

Projects

Turnkey JumpStartIntegration Set

Dynamics 365 PSA JumpStart Configuration

Project, activity, element, Activity, status reports, etc.

GP Payables/HCM

GP Project Accouting

Project Time

Receivables(Accounts, contact, AR, etc.)

(Employee, Vendor Link)

Power BIEmployee/Customer

Reporting Experiences

SharePoint Document ShareSecurity/Audit/Change

Management

New Service Request

Case Management

[email protected]/10/2017



Line of Business integration to GP HUB

Non PO Receipt

Over Receipt

Item Not on PO

PO Receipt

Columbus

Purchase Order

PO ReceiptExceptions

Post

Cost Layer

Dynamics GP Supply Chain Integration Diagram

Exception Handling

PO Invoice / 3-way MatchGP Inventory

PO Invoice (Manual/EDI)

Exceptions

Match

Match

PO Returns

Match

Purchase Order Return

CRT – Sales Trx Type 40 (RGA#)

Accounts Payable

Inventory Adjustments

Adjusted/Approved Exception Handling

Adjusted/Approved

Post

GP Sales Order Processing

Sales Transaction

w/Line Items

Cash Receipts

Receivables Management

Consume Cost Layer

From Line

Post Sale/Cash

to Receivables

Core Returns/Vendor Receivables

RTV

Rebates

Cost Adjustments

PO Receipt Exceptions:

Over received

Item was not on PO

Purchase Order

Invoice Match Exceptions:

Over received

Item was not on PO

Cost Variance

Auto Credit Memo

> 30 days old

Purchase Order (cancel/change)

Presented as Receipt with a Zero BackOrder

[email protected]

3/3/2015

Scribe (G)

SpeakerRokas Varanavicius, Director, Customer Engagement

email: [email protected]

phone: 636.237.2277

1764 1870 1969 2016

What are you and your staff already doing today?

What Treasures do you have in your GP?

All your

customers!!

Current, Past…

Even Vendors

Current and past

purchase historySome of the

Customer Contacts…

probably some

vendors, too…

Inventory... And much

more…

Details to calculate

Margin… at

Customer, Product,

Territory, Rep

level…

Sales by Rep,

Product,

Territory…

Life to Date,

Year To date,

Last Year to Date

Sales…

P & L

How is it used now?

Are the users and data points connected allowing you to preserve company data & take action?

Is your key data connected to Outlook?

Connection + Intelligent Action = Digital Transformation

Digital Masters perform better

FASHIONISTASRevenue: +6%

Profitability: -11%

Market Value: -12%

DIGITAL MASTERSRevenue: +9%

Profitability: +26%

Market Value: +12%

Revenue: -4%

Profitability: -11%

Market Value: -7%

BEGINNER

Revenue: -10%

Profitability: +9%

Market Value: +7%

CONSERVATIVE

Dig

ital C

ap

ab

ility

Leadership Capability

+9% Revenue

Creation

+12%Market

Valuation

+26%Profitability

Is it easy for our

salespeople to

capture an

opportunity and

track it?

Do I know what

Is in my sales

Pipeline or

Support Queues?

How am I measuring

my sales or support

team’s performance?

How much will it cost to

roll out a custom CRM

solution?

Does the support

team have an

understanding of

the customer

value?

Do I have the

ability to grow

effectively and

efficiently?

How long will it

take to get value

out of a new

system?

How much will my team

be distracted during a

system implementation

Key issues impacting a FRONT OFFICE business

app implementation

Azure IoT

Cortana Intelligence

Power BI

AppSource

PowerApps

Microsoft Flow

Common Data Service

Project Service Automation

Marketing*

Customer Service

Field Service

Finance and Operations

*Brought to you by Adobe Marketing Cloud

Retail

Talent

Sales

CRM GPDynamics 365

QuickStartBI

QuickStartSales’n’Service

SalesPower BI

Customer Service

To help you out, we have put together QuickStart solutions… so we can take the first steps together

https://microsoft-my.sharepoint.com/personal/umranh_microsoft_com/_layouts/15/guestaccess.aspx?guestaccesstoken=rtk9APBBWjIR4F2zbVgg1KqYvd4Y4IB1q6Cnx4vIUbA%3d&docid=2_1f4074b668fde4fc9b38bb0d2da50ba8a&rev=1

https://microsoft-my.sharepoint.com/personal/umranh_microsoft_com/_layouts/15/guestaccess.aspx?guestaccesstoken=rtk9APBBWjIR4F2zbVgg1KqYvd4Y4IB1q6Cnx4vIUbA%3d&docid=2_1f4074b668fde4fc9b38bb0d2da50ba8a&rev=1

QuickStart BI

QuickStart Sales n’ Service-

QuickStartBI

Envisioning Session for your Key Staff 3 Reports 4 pages per report

o Finance/Accounting Overview Detail BS Detail CF Detail P&L

o Sales/Marketing/Customer Care* Overview Detail Customer Detail SP Detail – Pipeline

o Operations Overview Detail Inventory Detail Fulfillment

Documentation that explains how to navigate and interact with the report (mini-manual)

Connection will be made to GP and one (1) outside data source (excel, Azure DB,

QuickStartSales’n’Service

Envisioning Session for your Key Staff Start living in the Cloud Full Outlook integration** Simple sales & support management process - Never lose another opportunity! Integration from GP to jumpstart your system with key customer data

Customers Products & Pricing Invoices & Orders

Insight into your sales pipeline Generate Proposals Manage sales goals effectively Support Queue management Email to Case Predictable outcome

GP

$

Turnkey guided Digital Transformation Journey

STAGES

Our value proposition

What we ask

Outcomes

PlanCustomer Outcome(s)

SelectionEnvisioning

Access to business and IT leadership Business priority alignment Current technology capability

footprint

Business leader participation in the workshop

Create and commit to a prioritized plan for digital development

Business leader sponsorship Commitment of time to provide input

towards maturity assessment and business case

Technical resources to collaborate on POC and Solution Architecture

Formally commit your investment by executing a project contract

Sponsor adoption and change management activities

Business Validation Technical Validation Contract AgreementImplementation & Value Realization

Empower your

employees

Engage your

customers

Optimize your

operations

Transform your

products

[email protected]

mailto:[email protected]



Cyber SecurityPresented by Mike HornbergerCloud and Hosting Practice Manager



A little about me…• Husband and Father of 3 young kids (3,6,7)• Former CEO of 6 different companies• Been in IT for over 15 years• I designed and built Turnkey’s Data Center• I’ve ran with the bulls in Pompeloma• Hobbies – Salt Water Aquarium and Knife Throwing



Turbulent TimesLast Year:

160 Million Customer Records Compromised *

~ 200 Days between infiltration and detection *

Latest Equifax breach – potentially 143 Americans are affected

Concerned: Credit Freeze – Prevents credit, loans, and services from being approved in your name without consent. It does not affect your credit score

* Verizon 2017 Data Breach Investigations Report



Insider Debunked

Uncovering common myths and

misconceptions

Cyber Security



Myth #1I’m not a large enterprise, hackers won’t attack me

Uncovering common myths and misconceptions about security

Fact: 61% of the data breach victims in this year’s report are businesses with under 1,000 employees?




Myth #2I don’t have the funds or resources for cybersecurity

Fact: The cost of implications of a breach can be far greater.




Myth #3Technology will fix

everything

If employees are properly trained to detect a scam or raise a suspicion, that can prevent an attack before the malware is even in the system.



Invest upfront in the right education, resources, tools, and technologies to put prevention and mitigation at the forefront

Don’t wait until it’s too late!



What can my company do now to improve security and mitigate risks?

• Patching of all computers and servers (Windows Updates, Azure OMS)

• Keep regular backups including incremental cloud backups (Azure Backup)

• Establish policies for user credentials and ENFORCE

• Reduce Privileges

• Lock down Remote Desktop Servers (VPN, Account Lockout Policies)

• Implement Multi Factor Authentication (Azure AD, Identity)

• Mobile Device Management (Microsoft Intune)



In closing…

• Email Security and Advanced Threat Protection• Microsoft Intune for Mobile Device Management• Azure AD for identity protection• Azure Backup• Eliminating Spoofing Problems

Mike Hornberger email: [email protected] Phone: (636) 237-2272

mailto:[email protected]



Tips and Tricks Presented by Laura Cain



• Write Off Overpayments/Underpayments

• Snipping Tool

• RM Transaction Unapply (PSTL)

• Mass Generate GP Reports

• Correct/Fix Journal Entries

Tips and Tricks



Tips and Tricks

Write Off DocumentsMicrosoft Dynamics GP/Tools/Routines/Sales/Write Off Documents



Tips and Tricks

Snipping Tool



Tips and Tricks

RM Transaction Unapply (PSTL)



Tips and Tricks

Mass Generate GP Reports



Tips and Tricks

Correct/Fix Journal Entries



Thank you for joining us!This Dynamics GP User Group Meeting was recorded and will be archived at

www.turnkeytec.com/videos/gp within 3-5 business days.

The PowerPoint for this event will be emailed to you within the next two business days.

CPEThis event is eligible for 2 CPE credit hours in Missouri.

To request your CPE certificate, please [email protected]

Questions or comments:www.turnkeytec.com/contact

[email protected]

https://www.turnkeytec.com/videos/gp/