1. Welcome (we’ll begin momentarily) Partner Showcase: Keep it Simple - Advanced EDI Integration for GP by Data Masons Presented by: Glenn McPeak, Data Masons Glenn.mcpeak@datamasons.com 866-575-1631 x902

2. @GPUG October 14-17, 2014 America’s Center – St. Louis, MO Pre-conference Training - Oct 13-14 Learning Experience Learning Focused, interactive sessions offer valuable content for all Microsoft Dynamics® GP users, no matter your product version or experience level. Networking Experience Networking Benefit from the real-world expertise of others in your role, your industry, or with similar goals. Together Experience It Together There’s more to GPUG Summit than one person can soak in alone - attend with your teammates and go home with actionable solutions and ideas! gpugsummit.com gpugsummit.com

3. @GPUG We have Needs!  Decision vs. Technical Decision Maker Roles  Expectations of a GREAT Partnership  GP 2013 Upgrade Experience  Accounts Receivable Session  Budgeting  Grant Management  Excel Refreshable Reports

4. @GPUG Partners!  June 6th @ 11:00 ET  Updates on GPUG  Cover benefit highlights  Hear from you on ideas / needs!

5. @GPUG  2014 Programming  GPUG.com & GPUG Collaborate Postings  Past Series  Back to School Series  2013 Top 10 Webinars Series  The Integration Showcase Series  Transitions Plus Series  Fact sheets and website point you to recordings and materials.

6. @GPUG  25 Webinars  Premiums only  Beginner Content!

7. @GPUG Upcoming Webinars WebinarDate / TimePremium/Open Builder Monday SIG: Leveraging SmartList Builder for Your Accounts Payable 6/93:00 ET PREMIUM Lunch and Learn Series: 50 Tips in 50 Minutes - The Builders6/1012:00 ET OPEN Non-Profit SIG: Accounting Best Practices for Nonprofits6/102:00 ET OPEN 1-2-3 Let's Get Started Series: Budgeting 1016/1111:00 ET PREMIUM PS: Increase Efficiency with KnowledgeLake's Automated Content Management Solution 6/111:00 ET OPEN 1-2-3 Let's Get Started Series: Power Up with Automated Workflow 6/113:00 ET PREMIUM

8. @GPUG Upcoming Regional Chapter Meetings Upcoming Academy Classes Academy ClassDate / Time Reporting 101 in GP: Options, SmartLists, and More!6/1212:45 ET SSRS 1016/2310:45 ET Understanding Transactions in Dynamics GP – Information Flow & Posting 6/2512:00 ET HR Reporting: Using SmartLists to Report on Your HR Data6/2512:45 ET Regional ChapterDate / Time Atlanta, Georgia6/102:00 ET Houston, Texas6/129:00 ET Chicago, Illinois6/1210:00 ET Austin, Texas6/1212:00 ET Check out our website for complete listings! www.GPUG.comwww.GPUG.com

9. @GPUG Housekeeping This call is being recorded and will be posted on GPUG Collaborate soon. Recording and materials are available to all Premium Members. During the webinar, you are on mute. When unmuted by organizer, you can keep yourself muted by pressing the button. To ask a question, please use the Questions box as a means to communicate with the organizer.

10. @GPUG Your Presenter 27 years of ERP Implementation Experience 12 years of EDI experience 200+ ERP and EDI Projects Managed and Executed 8 years of GP Platform Experience Glenn McPeak

11. @GPUG  EDI to ERP Integration Challenges  Traditional approaches  How Data Masons Makes Integration Simple  Demonstration  Q & A How Data Masons Makes Dynamics EDI Integration Simple - Agenda

12. @GPUG  Defining ERP Relationships to EDI Partners  Resolving Cross References  Duplicating Data Entry  Business rule processing  Unexpected scenarios  Turnaround data  Unexpected Data Issues  Scalability  GP Customizations EDI to ERP Integration Challenges

13. @GPUG  Front-end a translator to the ERP System and/or piece together multiple parts/companies  Have someone else do the translation  Customize GP to do the “heavy lifting”  Code custom "middleware" Traditional approaches to the EDI Integration Challenge

14. @GPUG  Deliver a Solution - not a tool to build one  Don't customize GP  Provide expert GP/EDI assistance and support  Expect surprises and provide flexibility to handle it  Automate and Enable EDI Management By Exception  Offer a flexible business model  Communication Choice – Including NO FEE PER DOCUMENT OPTIONS  Mapping – Outsourced, mapping tool, or hybrid  Managed Services Mode  Deliver True Scalability How Data Masons Makes it Simple

15. @GPUG Supported Trading Partner Relationships - GP Bank/Factors Carriers Suppliers 3PL’s Brokers/Trading Networks Customers

16. @GPUG Trading Partners 1.Customers 2.Suppliers 3.3PL’s 4.Banks 5.Carriers File System Adaptor, MSMQ & Web Services eConnect Inbound & Outbound Integration Vantage Point EDI Web Services, Or Direct SQL Queries FTP, AS2, VAN, ETC. Any Format Any Format FTP, AS2, VAN, ETC.

17. @GPUG Demonstration Glenn McPeak Glenn.mcpeak@datamasons.com 866-575-1631 ext 902 http://www.datamasons.com/dynamics_gp.html