GP2018 R2 – What’s New Microsoft Dynamics GP Presented by: Sally Diehl Title page to include presentation title/topic, speaker, date etc. Presented by: Sally Diehl Sr. Director RSM US, LLC.

GP2018 R2 Release date – October 1, 2018!

The Intelligent Edge What is an Intelligent Edge? This is the beginnings of an Evolutionary Path to harness the power of machine learning, cloud and AI for financial functioning, forecasting, reporting. This functionality will utilize high speed data processing, analytics and provide shorter response times for decision making than ever before. You will have the option of syncing your GP data into the cloud which will provide great business agility and scalability and give you unlimited computing power on demand. This will be an option on a new tab in GP  to set up a cloud user and the schedule to sync data on. This data is a replication of the data in your SQL Server. And it IS optional. What will be in the cloud will be current data only at this time – meaning non-historical data, and very limited in the type of data. This year’s data. It WILL provide some awesome KPI’s and reporting and it IS being setup to allow for historical data in the future. This data will be used to run the AI and machine learning and the BI provided by Power BI. * For installation, we recommend you call one of our consultants to perform the install and guide you through the usage, security, and precautions of using the tools.

The Intelligent Edge These BI reports will provide some real insights to action – who is always late paying you, and other insights and information most businesses should rely on for making decisions. Since these will be in the cloud – they will be accessible from anywhere and any device. Your home screens and the rest of GP will continue to look the same. To enable this Intelligent Cloud you will need to sign up for a Business Central Account (no charge) to begin the syncing of data. You will not be able to process transactions with this cloud-syncing though – it’s view only. Allows for independence from IT. Waiting for IT to alter your data… *** For instance, a SalesPerson ID needs to be changed. The tool can go through all Distribution records where the ID exists and modifies all records where that ID exists. * Compared to a developer going thru the database trying to identify all tables where the data exists

System Hide Business Analyzer on all users Password length increased to 21 characters Warning up to 7 days prior to password expiration date Mass update status’ on Card records (i.e. inactivate, etc) from the navigation list for Vendors, Customers, Account and Checkbooks SmartList Favorites created with Designer will appear in navigation lists This is a great tool if you have a Finance user that has used GP for a long time and has created several shortcuts and you want to copy those shortcuts to a new user. Can create a lot of efficiencies by not having to navigate away from the Home page.

Company & Financial Recurring Batch Enhancement: Check box to use the last day of the fiscal period as the posting date on recurring batches for monthly and bi-monthly. Those with fiscal period ending dates that are not necessarily end of month like those companies on 4-4-5 accounting might like this. Posting Settings: Ability to allow transaction-level posting and to post these through to the GL Check Numbers: Ability to disable duplicate check numbers on specific transactions Check books: Hide inactive checkbooks In lookups Standard content slide with two column text option

Purchasing & Inventory Purchasing All In One: Now will display the Vendor’s document Number Ability to email the Purchasing “Other” form and not just the “Blank” form. Requisitions can now have quantities changed on the fly when moving to Purchase Order Checkbook will default on a computer check batch Historical Inventory Trial Balance: Ability to exclude items with zero value or quantity PO on Sales order is a Text field, anything can be entered;

Sales SOP Navigation Lists can be used to print documents in the originating currency and not just the functional currency Customer Statements can be emailed directly from the customer maintenance screen! New workflows are added on quotes, orders and invoices and credit limits can be added to the workflow Can now print AND email SOP documents at the same time New additional sort options on SOP Item Inquiries

Payroll Better FICA totals on payroll check registers for employer and employee Start and end dates on paycodes on employee maintenance screens Shared max for benefit and deduction codes: looks at the YTD max and compares to the calendar year max

Microsoft PowerApps Allows for no-code or low-code custom applications that can query and update/create transactions in GP (or many other applications your company may use) These apps are run “from the cloud” and can be used on all devices…yes, transacting or querying GP from your phone or tablet

Microsoft Flow Flow is a cloud-based software tool that allows employees to create and automate workflows across multiple applications and services WITHOUT THE NEED FOR DEVELOPER HELP. That’s right. Want a custom workflow for GP? Learn Microsoft Flow with PowerApps. Schedule the flow to run, put controls around it, etc. Microsoft is touting the technologies available through Office 365 to be able to make you a Citizen Developer. Power BI, PowerApps and Flow are part of the effort to put the Power into a Business’ Power User with these no-code, low-code apps