1. GP 2014 Client Event Welcome

2. Agenda Check In and Breakfast Welcome Comments Microsoft Dynamics GP R2 Overview Break Management Reporter Tips and Tricks Customer Service Overview EDI Presentation – SPS Commerce Lunch GP Reporting Tools Sales Tax Presentation – Avalara Break GP Tips and Tricks Q&A

3. GP2013 – R2 Release

4. Customer Service Overview

5. Boyer Support Email Address – gpsupport@boyerassoc.comgpsupport@boyerassoc.com Magnets included in packets Key Information to communicate Screen shot of error message GP Version When did issue start? What has changed? How many users does the error affect? Self Support Online Search Tips GP Help Menu GP Manuals

6. CustomerSource What is CustomerSource? How do you get access to CustomerSource? Call Carol Simonson – 763.412.4307 Support Search Knowledge Base for errors or issues Log a support incident directly with Microsoft eLearning

7. EDI Presentation SPS Commerce – Dan Chang

8. SmartList Designer vs. SmartList Builder  Comparison of SmartList Designer and SmartList Builder.  Complete list on eOne’s website.  SmartList Designer new In GP 2013.  No additional charge for SmartList Designer FeatureSmartList DesignerSmartList Builder Create GoTosNoYes Modify Existing SmartListYesNo Summary SmartListsNoYes Column settings (order, field type, etc.) NoYes Multi-CompanyNoYes Utilize Excel ReportsNoYes Utilize SQL objects from other databases (non GP) NoYes

9. GP Tips & Tricks