10/27/2014
RG Connect 2013 1
RG Connect 2014 | Building Now for Your Future
MS Dynamics GP2013 R2 FeaturesPresented by: Carol Livingston
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 SP1GP 2013 GP 2013 SP2
Functionality
Workflow
Companion Apps
GP App for Office365+
GP 2013 R2 GP 2015 GP “Next”
2013 (H1)
2013 (H2) 2014 (H1) 2014 (H2) 2015
Microsoft Dynamics GP Roadmap
2012 2016+
Functionality
Identity Management
Service Based Architecture
Functionality and
Technology releases
every six months
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Microsoft Dynamics NOW & NEXT
Replace existing Req Management
Order items and goods
Combine requisitions to a single PO
Requisition Workflow
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Replace existing
Workflow
Five workflow types
Dex‐based
Email Approval
Identity Management
• Simplify Web Client Logins
• Reduce Identity Maintenance between apps
• Support companion app and Service Based Architecture scenarios
Exchange Login: Send EmailWeb Clinet Home Page
Web Client User: ON DOMAIN Web Client Login: Web Page Web Client Login: SQL Auth Web Client Login: Company
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System Wide
GP 2013 R2 – Ribbons in Desktop
• Freshen Desktop Client UI• Include ribbons on all
forms• Update desktop font
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GP 2013 R2 – SmartList Designer 2.0
• Create New Go To• Integrate with
Existing Go To Options• Open Form,
Navigation List, SmartList, or Web Page
GP 2013 R2 – Take Company Offline
• Limit company access for maintenance
• Assign user with access
• Message users
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GP 2013 R2 – Azure Backups• Disaster recovery• Backup/Restore directly to/from Windows
Azure Storage• Option in GP window
GP 2013 R2 – Print Remaining Docs for E-Mail
• Print and E‐mail in one step
• Available for E‐mail batch Process
• Available for E‐mail Statements Process
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GP 2013 R2 – Email or Print any report in Word
• Ability to send reports in Word format
• Ability to print reports as Word templates
• Use Word tools to modify the reports
GP 2013 R2 – Email based on doc type
• Allow Customer’s to Email documents based on the on specific document type
• Can Enable or Disable the feature
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GP 2013 R2 – Doc Attach
• Scan Documents Directly to Doc Attach from Scanner
• Add Doc Attach to Payables• Convert OLE Notes to Doc
Attach
GP 2013 R2 – Doc Attach - OLE Notes
• OLE File Attachments replaced with Doc Attach
• Available on both Desktop Client and Web Client
• Attachments saved in the SQL database
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GP 2013 R2 – 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
GP 2013 R2 – SSRS on Transaction Forms
• Enables SSRS Report Rendering from Transaction Windows
• Personalized SSRS Reports Based on Your BI Needs
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GP 2013 R2 – 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
GP 2013 R2 – FA Default Asset ID from Asset Class
• New option for Asset IDs
• More quickly set up asset records
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GP 2013 R2 – Integration of MC reval with AA
• Multi currency revaluation now linked with AA
• AA codes on the original transaction can now be updated per the revaluation process.
GP 2013 R2 – Copy and Paste to GL
• Ability to paste from Excel to General Ledger
• Will validate the data that is being pasted into the Transaction Entry
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GP 2013 R2 – Reprint outstanding transactions report from Bank Rec
• Reprint Outstanding Transactions Report
• Print posting report after posting
GP 2013 R2 – Default Sort Order for 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
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GP 2013 R2 – Suggested Item Enhancements
• Sales script for each item
• Analyze option to suggest quantities
• New fields: Price, QtyAvailable, Site ID
GP 2013 R2 – Assign Item to multiple Sites
• Assign an Item to multiple Sites
• Available from Site Maintenance
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GP 2013 R2 – Prepayment Additions
• Integrate with Analytical Accounting, Multi Dimensional Analysis, Cash Flow Management and Project Accounting
• Show PO Number in Check Inquiry
Business Portal will not be released
for GP 2015
Business Portal Replacement StrategyReplace Business Portal with employee self service functionality within GP web client
Augmented by apps such as:
Business Analyzer
Procurement
Time Management
Others (tbd)
Limited User Role
Requisition Management
Employee Self Service
Project Time
Project Expense
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GP 2013 R2 – Self Service Home Page
• New Home Page Content Page
• Quick & Simplified Navigation
• Preview Important Information
GP 2013 R2 – Employee Self Service
• Self‐Service User
• Business Portal Time & Attendance Replacement
• Allows Entering ‘Time on Behalf Of’
• Approval Workflow
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GP 2013 R2 – Project Self Service
• Self Service Users• Project Time and Expense• Workflow
Microsoft Dynamics GP NOW & NEXT
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Identity Management GP2015
Access GP Anywhere, Anytime
SQL Reports Manage SQL Reports data
permissions from GP
R2 Authentication Dialog friction removed for Web Client users. Maps
Windows users to GP Web Client Users.
Additional IdentitiesLogin to Web Client using O365 identity
Workflow Additions GP2015
Full replacement of the existing GP Workflows
1. General Ledger Batch Approval2. Employee Onboard Approval3. Employee Personnel Approval4. Vendor Approval5. Payables Batch Approval6. Receivables Batch Approval7. Customer Credit Limit Override Approval8. Sales Quote Approval9. User Security Approval
Additional Workflows
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Feature Adds
Customer driven feature work continues
Load Balancing EnhancementsNavigation to MRSplit Shipping of KitsAsset Continuity ReportPayroll Posting Account SetupEFT EnhancementsMultiple PO Prepayments+30 more Customer Scenario Features
Microsoft Dynamics GP NOW & NEXT
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Transformational Architecture
Paves the way to replace• Web Services/eConnect• Integration Manager
Expands Partner and ISV capabilities• Build mobile and companion applications• Integrate to anything
UNIFIED LOGIC
CONNECT
Positions GP to run natively on Azure
AZURE
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 SP1GP 2013 GP 2013 SP2
Functionality
Workflow
Companion Apps
GP App for Office365+
GP 2013 R2 GP 2015 GP “Next”
2013 (H1)
2013 (H2) 2014 (H1) 2014 (H2) 2015
Microsoft Dynamics GP Roadmap
2012 2016+
Functionality
Identity Management
Service Based Architecture
Functionality and
Technology releases
every six months