Flexible Billings for Projects Microsoft Dynamics 11/3/2017 Flexible Billings for Projects © 2013 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.

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Why SIS? Gold Certified Partner Over 20+ years of experience serving SL customers Dedicated support and customer care team (888-844-6599) Experienced Partner, Consulting and Development team We understand your industry best practices and the software in order to bridge the gap between business and technology. Broad Industry focused solution offering for SL, CRM, D365 and Microsoft SharePoint.

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Today’s Presenter Daniel Nice –Dynamics SL Solution Architect Microsoft Dynamics 11/3/2017 Today’s Presenter Daniel Nice –Dynamics SL Solution Architect dnice@sisn.com Involved with Dynamics SL since 1992 40+ SL implementations Specializes in SL Project Suite modules www.sisn.com © 2013 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.

Session agenda Automated T& M Invoicing AIA Construction Billing Entry Microsoft Dynamics 11/3/2017 Session agenda Automated T& M Invoicing AIA Construction Billing Entry EAC Revision Maintenance © 2013 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.

Dynamics SL Flexible Billings Microsoft Dynamics 11/3/2017 Dynamics SL Flexible Billings Automated T& M Invoicing Benefits Automated Invoice Details from project costs Automated Pricing via flexible rate tables Unbilled Revenue posting at time of service (optional) Tracking of write-downs / write offs (earned vs billed) Audience T&M or Cost Plus projects Project invoicing and markup process being done manually Desire T&M Revenue to be posted at time of service (ahead of billing) © 2013 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.

Dynamics SL Flexible Billings Microsoft Dynamics 11/3/2017 Dynamics SL Flexible Billings Automated T& M Invoicing Define, manage, and utilize Multi-level Rate Tables through Allocator to automate T&M invoicing Discuss component configuration: Rate Type Definition, Allocation Key Definition, Allocation Rate Table Definition Discuss compilation of Multi-Level Rate Table Create Allocation Methods for T&M Invoicing Define and discuss T&M allocation methods Establish Billing Rules to Post invoicing Define and discuss Billing Rules for T&M invoicing © 2013 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.

Dynamics SL Flexible Billing Microsoft Dynamics 11/3/2017 Dynamics SL Flexible Billing AIA Construction Billing Benefits Tracking of detailed Schedule of Values within Dynamics SL Quick entry / update of billing applications Calculation of retention, work in place, stored material values Change order billing Printing of construction invoice (similar to AIA G702/703) Application Reversals Audience General or Specialty Contractors currently using outside billing process or Excel © 2013 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.

Dynamics SL Flexible Billing Microsoft Dynamics 11/3/2017 Dynamics SL Flexible Billing AIA Construction Billing Understanding the Billing Information requirements Discuss required information for AIA Application creation and printing Populating the Schedule of Values Discuss methods of population of SOV Establish Billing Rules to Post invoicing Define and discuss Billing Rules for POC invoicing and how it relates to Revenue © 2013 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.

Estimate at Completion (EAC) Microsoft Dynamics 11/3/2017 Estimate at Completion (EAC) SIS EAC Revision Maintenance Benefits Greater visualization of project EAC details Drill-down capabilities to view actuals and commitments Automatic creation of Budget Revisions Can be used directly by Project Managers Identifies areas of risk within projects Audience General or Specialty Contractors performing Fixed Price Projects Multi-month projects where budgets change throughout the life © 2013 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.

Estimate at Completion (EAC) Microsoft Dynamics 11/3/2017 Estimate at Completion (EAC) EAC Revision Maintenance EVM concepts Discuss general principles of Earned Value Management Budget v. Actuals analysis Discuss and demonstrate native capabilities and EAC Revision Maintenance Project Closeout to fully recognize POC revenue Discuss methods for closing out POC Projects and Revenue Recognition © 2013 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.

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Thank you for joining us today Convergence 2014 11/3/2017 8:42 AM Thank you for joining us today For assistance or more information: SIS Customer Care Support@sisn.com 888.844.6599 Debbie Peavy SIS Customer Relations Mgr. 678.336.8775 dpeavy@sisn.com © 2014 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.