Thank you to our food and beverage Sponsor!

Thank you to our food and beverage Sponsor!
Blue Moon is a leading ISV for Dynamics GP providing critical accounting and distribution functionality. Credit card processing, container/manifest entry and tracking, consignment inventory management, chargeback processing, invoice automation, seamless warehouse management and EDI integration are just a few of the workflow process improvements Blue Moon’s products add to your Dynamics GP system.

Welcome! Microsoft Dynamics GP User Group (GPUG)
February 21th 2017 Minnesota Chapter Meeting Tweet During today’s #GPUGMN

Agenda 11:00am Welcome & Introductions
11:15am Chapter Business, GPUG News & Events 11:30am User Showcase/Project Accounting - Brian Lambertz Connexus Energy 12:30pm Networking Lunch 1:00pm E-One SmartList / SmartList Builder / SmartView - Naomi Olson 2:00pm E-One SmartList / SmartList Builder / SmartView Q&A - Naomi Olson 2:15pm Networking Break 2:30pm Jet Reporting Demo - Bert Green Berger Transfer & Storage 3:00pm User Roundtable discussion and future topics 3:30pm Meeting close Tweet during today’s #GPUGMN

Welcome & Introductions
Name Company Role in Company Microsoft Dynamics GP Version What version of GP are you currently using? What is the best or worst holiday present you’ve received? (Christmas, birthday, etc.) Use this slide to do an introduction roundtable with your members!

Chapter Awards Showcase
2016 GPUG Chapter of the Year Award Member Awards Jeannette Coty Bachellor – 2016 Granite Award Bert Green – 2016 Sapphire Award Brian Lambertz – 2016 Sapphire Award / 2016 GPUG All Star

Next meeting? Thank you to our Annual Chapter Sponsors!
Date: May 16th 2017 Time: 10:00am-2:30pm Place: Microsoft Edina Topics: Suggestions? AvidXchange AP Automation Member Showcase: Volunteers? Thank you to our Annual Chapter Sponsors! Click here to watch Sponsorship videos Tweet during today’s #GPUGMN

Join GPUG Membership Feedback Connect-Learn-Share Want to know more?
Attend one of the hundreds of live or on-demand skill building webinars Participate in local chapter meetings for free Access some of the 200 educational events year round Collaborate: Exclusive online social community for GP users Save on GPUG Summit Registration: up to $200 discount per person Connect-Learn-Share Want to know more? Have Questions? GPUG Contact Bob Buresh, Membership Manager x1448 Michelle Kocher Director of Operations, Information Technology, Delta Medical Systems Enroll Online … Becoming a member of GPUG has really helped our users improve their knowledge and understanding of Dynamics GP. We have increased efficiencies in several areas as a direct result of our GPUG membership. Being active in the GPUG community has helped me develop skills both personally and professionally, allowing me to advance in my career. Talk with the attendees about the benefits of GPUG and encourage them to get more involved! Feel free to watch the video in your meeting. 30,500 of your Dynamics GP peers are waiting for YOU to join the Community!

GPUG Events 2017 Events 2018 Events SUMMIT October 16-19 AMPLIFY +
March 19-21 Anaheim, CA Dynamics GP Customers Dynamics GP Partners – Sales and Marketing Roles AMPLIFY + Partner Connection SUMMIT End-user training on the latest release of Dynamics GP plus product roadmap with Microsoft; sales and marketing training for Dynamics GP Partners. August 7-10 Fargo, ND Dynamics GP Partners – Consultant and Developers reimagine + AMPLIFY reIMAGINE Dynamics GP Partner readiness training for consultants and developers. Dynamics GP Customers October 10-13 Nashville, TN Leading live-event featuring community- produced education and optimal networking opportunities. 2018 Events Dynamics GP Customers Leading live-event featuring community- produced education and optimal networking opportunities. SUMMIT October 16-19

March 20 – 22, 2017 Anaheim, California www.gpugamplify.com

Member Showcase Featuring:
The outline below may be useful in developing a Member Showcase presentation for use during a chapter meeting. Introduce yourself Provide an Overview of Company Primary business activity Industry Locations # of Employees Revenue size (if appropriate) Introduce others from your company in attendance, and including yourself, review Job roles How long with company How long using Dynamics Other interesting items Discuss how your company is using Dynamics How many users How long What version(s) What segments and for what purposes ISV products used/customizations Share a “case study” from your experience regarding your company’s use of Dynamics Pick a project/initiative. It could be your Dynamics implementation overall or perhaps a specific solution within or around Dynamics that Dynamics helped solve. What is the problem your organization was trying to solve? What pain the problem was causing your organization? What alternatives did you evaluate? Who in your org was involved in the alternative evaluation? Which option/approach did you select? How did you start the project? How did you get your users onboard and engaged? General thoughts of the implementation? What results were accomplished? How did you measure the results? Subjective opinion of the results? Lessons Learned. Questions and Answers Presented by Brian Lambertz Tweet During today’s #GPUGMN

Member Showcase Who We Are and What We Do What Modules We Use Version
Number of Users How Long What ISV's and How We Use Them Tips & Tricks / Way to Improve Processes (what surprised you that you didn’t know) Where Do We Go for Answers Questions? The outline below may be useful in developing a Member Showcase presentation for use during a chapter meeting. Introduce yourself Provide an Overview of Company Primary business activity Industry Locations # of Employees Revenue size (if appropriate) Introduce others from your company in attendance, and including yourself, review Job roles How long with company How long using Dynamics Other interesting items Discuss how your company is using Dynamics How many users How long What version(s) What segments and for what purposes ISV products used/customizations Share a “case study” from your experience regarding your company’s use of Dynamics Pick a project/initiative. It could be your Dynamics implementation overall or perhaps a specific solution within or around Dynamics that Dynamics helped solve. What is the problem your organization was trying to solve? What pain the problem was causing your organization? What alternatives did you evaluate? Who in your org was involved in the alternative evaluation? Which option/approach did you select? How did you start the project? How did you get your users onboard and engaged? General thoughts of the implementation? What results were accomplished? How did you measure the results? Subjective opinion of the results? Lessons Learned. Questions and Answers

Member Showcase - Who We Are and What We Do
Connexus Energy is Minnesota's largest electric cooperative, providing electricity and related products and services to homes and businesses in portions of Anoka, Chisago, Hennepin, Isanti, Ramsey, Sherburne, and Washington counties with 1000 sq. miles. The outline below may be useful in developing a Member Showcase presentation for use during a chapter meeting. Introduce yourself Provide an Overview of Company Primary business activity Industry Locations # of Employees Revenue size (if appropriate) Introduce others from your company in attendance, and including yourself, review Job roles How long with company How long using Dynamics Other interesting items Discuss how your company is using Dynamics How many users How long What version(s) What segments and for what purposes ISV products used/customizations Share a “case study” from your experience regarding your company’s use of Dynamics Pick a project/initiative. It could be your Dynamics implementation overall or perhaps a specific solution within or around Dynamics that Dynamics helped solve. What is the problem your organization was trying to solve? What pain the problem was causing your organization? What alternatives did you evaluate? Who in your org was involved in the alternative evaluation? Which option/approach did you select? How did you start the project? How did you get your users onboard and engaged? General thoughts of the implementation? What results were accomplished? How did you measure the results? Subjective opinion of the results? Lessons Learned. Questions and Answers

Member Showcase – Who we are continued…
Based in Ramsey, Minnesota, in the booming "North Star Corridor" running from Anoka to St. Cloud, Connexus Energy serves over 128,000 members and has 250 employees. As an electric cooperative, Connexus Energy belongs to its members, NOT shareholders. The cooperative is governed by a Board of Directors, elected by its members. The outline below may be useful in developing a Member Showcase presentation for use during a chapter meeting. Introduce yourself Provide an Overview of Company Primary business activity Industry Locations # of Employees Revenue size (if appropriate) Introduce others from your company in attendance, and including yourself, review Job roles How long with company How long using Dynamics Other interesting items Discuss how your company is using Dynamics How many users How long What version(s) What segments and for what purposes ISV products used/customizations Share a “case study” from your experience regarding your company’s use of Dynamics Pick a project/initiative. It could be your Dynamics implementation overall or perhaps a specific solution within or around Dynamics that Dynamics helped solve. What is the problem your organization was trying to solve? What pain the problem was causing your organization? What alternatives did you evaluate? Who in your org was involved in the alternative evaluation? Which option/approach did you select? How did you start the project? How did you get your users onboard and engaged? General thoughts of the implementation? What results were accomplished? How did you measure the results? Subjective opinion of the results? Lessons Learned. Questions and Answers

Member Showcase - What Modules We Use
Fixed Assets Management General Ledger Sales Order Processing Invoicing Receivables Collections Supply Chain The outline below may be useful in developing a Member Showcase presentation for use during a chapter meeting. Introduce yourself Provide an Overview of Company Primary business activity Industry Locations # of Employees Revenue size (if appropriate) Introduce others from your company in attendance, and including yourself, review Job roles How long with company How long using Dynamics Other interesting items Discuss how your company is using Dynamics How many users How long What version(s) What segments and for what purposes ISV products used/customizations Share a “case study” from your experience regarding your company’s use of Dynamics Pick a project/initiative. It could be your Dynamics implementation overall or perhaps a specific solution within or around Dynamics that Dynamics helped solve. What is the problem your organization was trying to solve? What pain the problem was causing your organization? What alternatives did you evaluate? Who in your org was involved in the alternative evaluation? Which option/approach did you select? How did you start the project? How did you get your users onboard and engaged? General thoughts of the implementation? What results were accomplished? How did you measure the results? Subjective opinion of the results? Lessons Learned. Questions and Answers

Member Showcase - What Modules We Use Continued…
Materials Requirements Planning (MRP) using ARR Purchasing Inventory Control Payables Project Accounting Work and Construction Management - Cogsdale Equipment and Asset Management - Cogsdale ($200M) Preventative Maintenance - Cogsdale The outline below may be useful in developing a Member Showcase presentation for use during a chapter meeting. Introduce yourself Provide an Overview of Company Primary business activity Industry Locations # of Employees Revenue size (if appropriate) Introduce others from your company in attendance, and including yourself, review Job roles How long with company How long using Dynamics Other interesting items Discuss how your company is using Dynamics How many users How long What version(s) What segments and for what purposes ISV products used/customizations Share a “case study” from your experience regarding your company’s use of Dynamics Pick a project/initiative. It could be your Dynamics implementation overall or perhaps a specific solution within or around Dynamics that Dynamics helped solve. What is the problem your organization was trying to solve? What pain the problem was causing your organization? What alternatives did you evaluate? Who in your org was involved in the alternative evaluation? Which option/approach did you select? How did you start the project? How did you get your users onboard and engaged? General thoughts of the implementation? What results were accomplished? How did you measure the results? Subjective opinion of the results? Lessons Learned. Questions and Answers

Member Showcase GP Version Number of Users How Long
Currently GP2015 R2 with plans to upgrade to GP2016 R2 in Q2-Q3 Number of Users 50 licenses How Long GP installed in Test 2nd Quarter 2011 GO-LIVE October 2013 The outline below may be useful in developing a Member Showcase presentation for use during a chapter meeting. Introduce yourself Provide an Overview of Company Primary business activity Industry Locations # of Employees Revenue size (if appropriate) Introduce others from your company in attendance, and including yourself, review Job roles How long with company How long using Dynamics Other interesting items Discuss how your company is using Dynamics How many users How long What version(s) What segments and for what purposes ISV products used/customizations Share a “case study” from your experience regarding your company’s use of Dynamics Pick a project/initiative. It could be your Dynamics implementation overall or perhaps a specific solution within or around Dynamics that Dynamics helped solve. What is the problem your organization was trying to solve? What pain the problem was causing your organization? What alternatives did you evaluate? Who in your org was involved in the alternative evaluation? Which option/approach did you select? How did you start the project? How did you get your users onboard and engaged? General thoughts of the implementation? What results were accomplished? How did you measure the results? Subjective opinion of the results? Lessons Learned. Questions and Answers

Member Showcase - What ISV's and How We Use Them
InterDYN BMI Services GP Support Consulting Services Management Reporter SCRIBE Interfaces Overhead Allocations Program Pendulum Media Custom WebUI for Cogsdale (Web Forms) Outdoor Lighting Application GIS Workload Application Scheduling Application SSRS Reports The outline below may be useful in developing a Member Showcase presentation for use during a chapter meeting. Introduce yourself Provide an Overview of Company Primary business activity Industry Locations # of Employees Revenue size (if appropriate) Introduce others from your company in attendance, and including yourself, review Job roles How long with company How long using Dynamics Other interesting items Discuss how your company is using Dynamics How many users How long What version(s) What segments and for what purposes ISV products used/customizations Share a “case study” from your experience regarding your company’s use of Dynamics Pick a project/initiative. It could be your Dynamics implementation overall or perhaps a specific solution within or around Dynamics that Dynamics helped solve. What is the problem your organization was trying to solve? What pain the problem was causing your organization? What alternatives did you evaluate? Who in your org was involved in the alternative evaluation? Which option/approach did you select? How did you start the project? How did you get your users onboard and engaged? General thoughts of the implementation? What results were accomplished? How did you measure the results? Subjective opinion of the results? Lessons Learned. Questions and Answers

Member Showcase - What ISV's and How We Use Them Continued…
Cogsdale for Construction and Asset Management Service Orders and Preventative Maintenance Modules Equipment Module Paramount for Requisitions Auto create POs from ARR Report E-One Extender Enterprise SmartList SmartView SmartConnect The outline below may be useful in developing a Member Showcase presentation for use during a chapter meeting. Introduce yourself Provide an Overview of Company Primary business activity Industry Locations # of Employees Revenue size (if appropriate) Introduce others from your company in attendance, and including yourself, review Job roles How long with company How long using Dynamics Other interesting items Discuss how your company is using Dynamics How many users How long What version(s) What segments and for what purposes ISV products used/customizations Share a “case study” from your experience regarding your company’s use of Dynamics Pick a project/initiative. It could be your Dynamics implementation overall or perhaps a specific solution within or around Dynamics that Dynamics helped solve. What is the problem your organization was trying to solve? What pain the problem was causing your organization? What alternatives did you evaluate? Who in your org was involved in the alternative evaluation? Which option/approach did you select? How did you start the project? How did you get your users onboard and engaged? General thoughts of the implementation? What results were accomplished? How did you measure the results? Subjective opinion of the results? Lessons Learned. Questions and Answers

Member Showcase - What ISV's and How We Use Them Continued…
Dynamic Budgets Mekorma Check printing ADP/Time Bank Payroll and HR Support Debugging Tool

Member Showcase - Ways to Improve Processes
Process Improvement Timing During an Implementation During an Upgrade Analysis What is going right and what needs improvement? If it’s not broken don’t fix it - not everything needs to be “fixed” Focus on the greatest need or impact first Design & Build Spend time on a quality design and review carefully in your teams Measure twice and cut once – re-doing development work can be costly Always spend more time testing (no one tests enough) The outline below may be useful in developing a Member Showcase presentation for use during a chapter meeting. Introduce yourself Provide an Overview of Company Primary business activity Industry Locations # of Employees Revenue size (if appropriate) Introduce others from your company in attendance, and including yourself, review Job roles How long with company How long using Dynamics Other interesting items Discuss how your company is using Dynamics How many users How long What version(s) What segments and for what purposes ISV products used/customizations Share a “case study” from your experience regarding your company’s use of Dynamics Pick a project/initiative. It could be your Dynamics implementation overall or perhaps a specific solution within or around Dynamics that Dynamics helped solve. What is the problem your organization was trying to solve? What pain the problem was causing your organization? What alternatives did you evaluate? Who in your org was involved in the alternative evaluation? Which option/approach did you select? How did you start the project? How did you get your users onboard and engaged? General thoughts of the implementation? What results were accomplished? How did you measure the results? Subjective opinion of the results? Lessons Learned. Questions and Answers

Member Showcase – Where do we go for answers?
Partner – Connexus uses InterDYN BMI GPUG Community Microsoft GP CustomerSource GP Blogs Victoria Yudin - Mark Polino - The outline below may be useful in developing a Member Showcase presentation for use during a chapter meeting. Introduce yourself Provide an Overview of Company Primary business activity Industry Locations # of Employees Revenue size (if appropriate) Introduce others from your company in attendance, and including yourself, review Job roles How long with company How long using Dynamics Other interesting items Discuss how your company is using Dynamics How many users How long What version(s) What segments and for what purposes ISV products used/customizations Share a “case study” from your experience regarding your company’s use of Dynamics Pick a project/initiative. It could be your Dynamics implementation overall or perhaps a specific solution within or around Dynamics that Dynamics helped solve. What is the problem your organization was trying to solve? What pain the problem was causing your organization? What alternatives did you evaluate? Who in your org was involved in the alternative evaluation? Which option/approach did you select? How did you start the project? How did you get your users onboard and engaged? General thoughts of the implementation? What results were accomplished? How did you measure the results? Subjective opinion of the results? Lessons Learned. Questions and Answers

Questions? Member Showcase
The outline below may be useful in developing a Member Showcase presentation for use during a chapter meeting. Introduce yourself Provide an Overview of Company Primary business activity Industry Locations # of Employees Revenue size (if appropriate) Introduce others from your company in attendance, and including yourself, review Job roles How long with company How long using Dynamics Other interesting items Discuss how your company is using Dynamics How many users How long What version(s) What segments and for what purposes ISV products used/customizations Share a “case study” from your experience regarding your company’s use of Dynamics Pick a project/initiative. It could be your Dynamics implementation overall or perhaps a specific solution within or around Dynamics that Dynamics helped solve. What is the problem your organization was trying to solve? What pain the problem was causing your organization? What alternatives did you evaluate? Who in your org was involved in the alternative evaluation? Which option/approach did you select? How did you start the project? How did you get your users onboard and engaged? General thoughts of the implementation? What results were accomplished? How did you measure the results? Subjective opinion of the results? Lessons Learned. Questions and Answers

Project Accounting Overview – What is this module used for?
Microsoft Dynamics GP provides the tools organizations need to effectively manage project performance while ensuring budgets are met and billing is both accurate and timely. With Microsoft Project Accounting, cash flow is improved and costs are better managed. Full integration among modules streamlines invoicing, time and expense reporting approvals, and reporting, helping you drive strategic direction.

Project Accounting Overview – Should we consider using Project Accounting?
Some of the questions you might ask when trying to decide whether Project Accounting is needed include: Do you need to post employees’ time against projects? Do you need to post employee expenses against projects? Do you need flexibility in billing for the projects? Do you take retainers and apply those to work as it’s performed? Do you need to track WIP?

Project Accounting Overview – Advantages of Project Accounting
Each project can be set up as Time and Materials, Fixed Fee or Cost Plus GL accounting can be based on combinations of factors and can be masked for specific projects. For instance, if you have a department segment in your chart of accounts, costs can grab the main account segment from the setup of a cost category (budget line item) but grab the department segment from the project itself. Costs can have a set overhead percentage added automatically for some or all costs Costs can have a markup percentage added automatically for billing purposes or can be billed at a specific unit price. Other choices are also available. You do not have to bill out for a project. You can use PA or a specific project only to accumulate costs if you wish. PA interfaces directly with Purchase Order Processing (POP), flowing non- inventory costs directly into the project upon receiving.

Project Accounting Demo
2015/2016 Sponsors: Tweet During today’s #GPUGMN

Networking Lunch Follow us on Twitter: @gpug
Like us on Facebook: GPUG-Microsoft Dynamics GP User Group Follow us on LinkedIn: GPUG – Official Microsoft Dynamics GP User Group

Sponsor Presentation - E-One Smartlist / SmartList Builder / SmartView
2015/2016 Sponsors: Presented by Naomi Olson – E-One Software Tweet During today’s #GPUGMN

Networking Break Follow us on Twitter: @gpug
Like us on Facebook: GPUG-Microsoft Dynamics GP User Group Follow us on LinkedIn: GPUG – Official Microsoft Dynamics GP User Group

Educational Session - Jet Reporting Demo
Presented by Bert Green of Berger Transfer & Storage Tweet During today’s #GPUGMN

Roundtable discussions – You Choose!
Here are a few suggestions to get the conversation started Power BI GP 2016 SmartList PSTL

Thank you for attending our meeting, and we look forward to seeing you next time! Please provide feedback by completing the post meeting survey. Your opinion is valued!

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