Microsoft Dynamics GP2010 Pre-Launch MARCH, 2010.

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Presentation transcript:

Microsoft Dynamics GP2010 Pre-Launch MARCH, 2010

Dynamics GP Statement of Direction GP 2010 Improvement Summary What’s New in Dynamics GP 2010 Licensing in Dynamics GP 2010 Next Steps Agenda

Microsoft Dynamics GP Roadmap Extender Functionality Microsoft Dynamics CRM Adapter for Microsoft Dynamics GP Deep Functionality Role Tailored BI Next level of Office integration and Workflow Corporate Performance Management Continued innovation targeted at mid-market with particular focus on: Simplicity Productivity Dynamics User Experience Leadership Contextual BI Time-to-Value Continued innovation targeted at mid-market with particular focus on: Next Gen UI Contextual Role Tailored Workflow Microsoft technology MAJOR RELEASES GP 2010 May GP 10.0 SP4 Aug SERVICE PACKS/MINOR RELEASES

Front Office Document Approvals Sales Staff Time Entry Customers Remote Workers Executives IT Staff Vendors Breaking down the wall… Back Office Payroll Receivables Receivables Budgeting Budgeting Payables Receiving Receiving Purchasing Purchasing Accounting Staff Financial Reporting

Microsoft Dynamics GP 2010 Make It Easier

Microsoft Dynamics GP 2010 Enhance Insight Extend Connections Make It Easier Delivers Role- Tailored Insight Streamlines Access to Information Enables Advanced BI Capabilities Increases Productivity Automates Business Processes Simplifies Personalization Builds Better Relationships Connects People and Systems

Dynamics GP Statement of Direction GP 2010 Improvement Summary What’s New in Dynamics GP 2010 Licensing in Dynamics GP 2010 Next Steps Agenda

Word Forms 22 Financials Features 25 New Charts and KPI’s 119 New SRS Reports 20 New Excel Reports 11 New Web Services 83 New Workflows 3 Distribution Features 12 Human Resources/ Payroll Features 20 Field Service Features 15 System Features 11 Business Intelligence Features 20

Enhance Insight – Charts and Graphs Make It Easier

Make It Easier – Word Forms Make It Easier

Extend Connections – SRS Extended to Outlook Make It Easier

Dynamics GP Statement of Direction GP 2010 Improvement Summary What’s New in Dynamics GP 2010 Licensing in Dynamics GP 2010 Next Steps Agenda

What’s New in...System and Workflow

System Manager Home Page Cues Dynamics Connect Part Unified Communication Integration Registration Navigation Pane Remember User and Company Security Setup Sorting Copy User Security Context Menu (right click) support Forms

Workflow Support for Microsoft SharePoint Foundation Action Step Workflow Vendor Approval Workflow Employee Onboarding Workflow Personnel Maintenance Workflow

What’s New in... Access to Information and BI

Improved Access to Information Enhanced Integration to non-native Dynamics GP Reports Default Views for Advanced Lookups Drill-Through Support Navigation List Builder Add Extender as Table Type: Smart List Builder Excel Report Builder Extender – Disable/Hide Fields on Forms and Windows

What’s new in Business Intelligence Dynamics GP Word Templates Home Page Metrics Business Portal Dashboards Business Portal KPIs Excel Report Builder Pivot Table Support Totals on Reports

Report Deployment & Publishing Support for SharePoint Server Deployment Charts & KPI Deployment Remove ‘sa’ Requirement to Publish Excel Reports Save Settings when Publishing Excel Reports

What’s New in... Financials

General Ledger Budget Transactions Consolidate Multiple Budgets Reporting Ledger Functionality Clear Amounts in GL Recurring Batches

Receivables Management Receivables Documents (not statements) Updates to RM EFT Recurring Cash Receipt Batches Lockbox Enhancement Negative Cash Receipt

Collections Management Display Unposted Cash on Collections Main Display Collections Reminders on Home Page Print Collections Letters by Address ID Collections Note Display on Navigation Lists Reply to Address Option Use Address from Customer Address ID Collections Go-To Options in RM/SOP SmartLists Open Note or Create New from Inquiries

Payables Management Vendor Remittances Select Checks Enhancements Additional Restrictions Functionality Restrict Invoices by Expired Discount Date Vendor Workflow

Other Financials Analytical Accounting Security for user creating dimension code on the fly Integration with US Payroll Not For Profit Control Account Management for Receivables Encumbrance Options for Workflow/PO Approvals

Expense Management Update An Updated Integration will be Available for the New Concur Travel & Expense Service $1,000 for the Integration Price does NOT include Concur Setup Services (a change from the previous eExpense pricing) Available in Late Spring 2010 Available to Pro, AM, and BE customers NEW - availability to BE customers Existing eExpense Pro Customers – No Charge for Integration

Management Reporter

Benefits of Management Reporter for Users Easy Transition from FRx Dimension Flexibility Formatting Enhancements Logos & Images in Headers and Footers Page Breaks in Columns Organization Folders for Storing Templates Report Library for Generated Reports and External Files Report Viewer Undo XBRL

Benefits of Management Reporter for IT New Code Base and Architecture 64-Bit C# and.NET SQL Server IIS Report Processing on Server (not local machines) Improved Multi-User Environment Active Directory

Overcoming the Gaps Currency Translation - GP 2010 Feature Pack Forecaster Integration - Transfer tool to move Forecaster data into the GL Row linking Use dimension sets to handle exceptions that cannot be accommodated by using ranges and wildcards. Create multiple dimension links in a single row format. This method works for consolidations and situations in which row definitions are similar and dimension codes are different. WebPort Report Library Export reports to Microsoft Excel and upload to SharePoint Library – Export reports to Microsoft Excel and attach files to Report Manager - Report Library with folder structure and external files

What’s New in... Distribution

Distribution Inventory Auto Number Lot Numbers Sales Order Processing SOP Documents Print Backordered Items on Picking Ticket Purchase Order Purchase Order Line Item Date Roll – down Auto-Receive In-Transit Items PO Returns Enhancements Replace Returned Goods Invoice Expected for Returned Goods

What’s New in... HR and Payroll

Human Resources / Payroll US Payroll Integration to AA Post with Detail Option Multiple W2 Boxes for Deduction/Benefits Secondary Employee Status Code Additional Payroll and HR Reports Check Inquiry Reprint Garnishment Single Maximum Option Multi Build Functionality

Human Resources / Payroll Workflow Employee Onboarding Personnel Maintenance Fiscal Year Track Payroll Information Apply Benefit/Deduction Maximum Position Control Phase II Budget Reports

Human Resources / Payroll Certification Licensing Excel Reports Payroll Extensions Report Preferences HRP Suite Security Task Integration PTO Manager – UI Refresh Benefit Self Service Benefit Confirmation Statement Benefit Enrollment Summary

What’s New in... Web Services

Web Services A new, straightforward integration platform based on Web Services technology connects applications to/from Microsoft Dynamics GP, and enables internal or external developers to create independent integration adapters. Take full advantage of innovation with a new Web Services architecture that offers better performance and easier integrations. Benefit from more flexible integrations by using Web Services to create two-way connections that are not dependent on IIS.

Dynamics GP Statement of Direction GP 2010 Improvement Summary What’s New in Dynamics GP 2010 Licensing in Dynamics GP 2010 Next Steps Agenda

Pricing and Licensing Update

Pricing and Licensing Overview Module Consolidation into Suites Module Moves Module Additions DCO (Dynamics Client for Office) What is DCO? How is it Changing? New Pricing Waterfall

Module Consolidations into Suites

isk Management Suite Risk Management Suite Module Old List Old Total New Total Audit Trails$5, $9,000.00$5, Electronic Signatures$4, Integration Suite Module Old List Old Total New Total Integration Manager (All)$5, $8,000.00$5, eConnect / Web Services$3, Customization Suite Module Old List Old Total New Total Developer Toolkit$3, $10,500.00$5, Dexterity$7, Consolidate Risk, Integration & Customization Suites Available to Advanced Management ALC and BUSINESS ESSENTIALS ALC *Suites are ONLY available with Dynamics GP2010

Available to Advanced Management ALC Manufacturing Suite Module Old List Old Total New Total Capacity Requirements Planning$4, $21,000.00$6, Engineering Change Management$3, Job Costing$4, Quality Assurance$3, Sales Configurator$4, Sales Forecasting$3, Distribution Suite Module Old List Old Total New Total Advanced Distribution$6, $10,000.00$6, Advanced Picking$3, Consolidate Manufacturing & Distribution *Suites are ONLY available with Dynamics GP2010

Module Changes

Modules Moves Add to Business Essentials Foundation Pack Field Level Security Account Level Security Electronic Banking Suite Electronic Bank Management (UK) Add to Business Essentials A La Carte Modifier at a Reduced Price, $3000 US Dynamics Client for Office (DCO)

License Transition from FRx to Management Reporter Average BE 5 Full Users Average AM 8 Full Users FRx Designer (All Concurrent) BeforeAfterBeforeAfter FRx Desktop or Report Designers Total 1016 FRx Viewers FRx Drilldown Viewer (Named) 7714 FRx WebPort (Concurrent) 48 FRx Report Launcher (Named) 3344 Total 1026

DCO

SharePoint Portal Business Intelligence Database Access Extend and Connect with DCO Now Available for Business Essentials

Extend and Connect with DCO SharePoint Portal Business Intelligence Database Access Existing Customers get 1 DCO for Every Business Portal Licensed and 1 DCO for Every FRx Viewer Licensed

DCO Waterfall Pricing Changes DCO User Price Waterfall FromToPriceDiscount 1 User24 Users$ % 25 Users99 Users$ % 100 Users249 Users$ % 250 UsersPlus$ % No DCO License options available. Business Portal Users are the equivalent of DCO Business Portal for MBL price increases from $40 to $195 No Waterfall Price Breaks Module Based Pricing (MBL)

Scenario #1 Existing Customer with a 3-User, BE How Many DCOs? 3 (a result of the 3 FRx Viewers)

Scenario #2 Existing Customer with 8-User on AM & 20 BP Users How Many DCOs? 20 (a result of the 20 BP) 8 (a result of the 8 FRx Viewers with AM) 28 (total)

Dynamics GP Statement of Direction GP 2010 Improvement Summary What’s New in Dynamics GP 2010 Licensing in Dynamics GP 2010 Next Steps Agenda

Next Steps Assess Your Benefit of Extending Connections to Dynamics Information within Your Organization Contact Boyer & Associates for More Information Purchase “DCO” Licenses before May 1 st Plan to attend Boyer Client Conference June 17 th Visit Boyer website for updates:

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Microsoft Dynamics GP 2010 Make It Easier