1. Welcome to YOUR Community!
Boise Chapter Meeting
11/09/2017

2. Tweet during today’s meeting: @GPUG, #GPUGBoise, #GPUGGP2018
Agenda
Welcome & Introductions
GPUG News & Chapter Business
Member Showcase - Taos
Educational Session - GP2018
Roundtable Discussions - Best of Summit 2017
Chapter Leaders, please fill out your specific agenda items on this slide!
Tweet during today’s #GPUGBoise, #GPUGGP2018

3. Welcome & introductions
Name
Company
Role in Company
Microsoft Dynamics GP Version
What is the most non-traditional food you have eaten during the Holidays?
What non-traditional food would you like to try for the Holidays?
Use this slide to do an introduction roundtable with your members!

4. UNLOCK YOUR FULL DYNAMICS POTENTIAL WITH GPUG
Access Proven Solutions
Find real-world answers for your challenges and learn best practices from users like you who have ‘been there, done that.’ Enjoy reliable support at your fingertips.
Connect With Proficient Users
Make connections with your peers, Microsoft MVPs, All-Stars, and other subject matter experts. Tap into this expertise 24/7.
Train Productive Teams
Take advantage of virtual education, special interest groups and online forums, tech tips, local meetings, and annual events. All at a discount.
Save costs. Save time. Save sanity.
We’ve saved you a seat!
Over 30,500 of your Dynamics GP peers are waiting for YOU to join the Community!

5. How To Videos
Short ‘How To’ videos to help new members get started setting up their profile, finding a chapter and adding co-workers to their account.

6. One-click Access
Easy access to upcoming webinars and the latest open forum discussions.

7. Popular Library Recordings and Help
Not sure where to start – check out the most popular webinar recordings or contact us for any additional questions.

8. Meeting Dates & Feedback:
Next Date & Time: February 15th, 2018
Location: TBD
Educational Topics: ADP Integrations w/ Jessica Dunn
Member Showcase: Volunteers?
*Be sure to REGISTER for the next meeting
FEEDBACK on today’s meeting?
Go to your local community page and complete the survey!
Expand your network, increase brand recognition and establish your company as an expert by becoming an
Annual Chapter Sponsor!
Please contact Lauren at:

9. GPUG Conference Lineup
Nov. 14, Montreal
Nov. 16, 2017 – Toronto
Nov. 27, 2017 – Calgary
Nov. 29, Vancouver
March 20-22, 2018
Chicago, IL
GPUG Chapter Meeting
April 24, 2018
Dublin, Ireland
August/September 2018
Fargo, ND
October 15-18, 2018
Phoenix, AZ
Information about each conference:
Collaborate Canada - Join the Canadian User Groups in four different locations for access to premium Dynamics content designed by industry experts.
GPUG Amplify - Location & dates are locked for March in Chicago, Illinois. This conference brings together Microsoft Partners, leaders and business leaders in a quaint setting where conversations & discussions are easy to have.
GPUG Chapter Meeting - Take advantage of the Summit EMEA backdrop at this local User Group Chapter meeting.
Dynamics GP Tech Conference - Learn what’s new from Microsoft through attending their technical educations sessions; then network the day away with your GP peers during the dedicated networking opportunities.   
Summit Phoenix- Step out from behind your monitor and take your big ideas and love of knowledge-sharing to GPUG Summit in the fall of 2018.

10. Member Showcase Featuring:
Locations
With offices in San Jose, San Francisco, Los Angeles, Boise, Denver, and Boston, Taos works with a diverse set of clients nationwide.

11. 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
Favorite Module and Why
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

12. Cloud Service Offerings
Innovate, scale faster, reduce costs, and operate more securely in the Cloud.
Assessments
Migrations
Service Management
Cloud adoption is a major undertaking and we can help you navigate the journey to ensure success. Providing world class architects, leaders and operational experts to your team ensures you know exactly the right moves to make and when.
Moving to the Cloud can be labor intensive and complex. Our proven methodologies, toolsets and certified technical SME's ensure we provide an accelerated and cost efficient options for migrating your workloads to the Cloud.
Operational efficiencies and automated maintenance are hallmarks of cloud computing. We provide 24/7 support, ensure 6 nines of uptime and scale to the needs of your organization. See how we can help you meet cost controls, governance, compliance and more.

13. Management Reporter 12 CU16 Kronos Workforce Ready (Cloud)
Dynamics GP 2016 R2
GL, AR, AP, Payroll/HR, PA
Management Reporter 12 CU16
Kronos Workforce Ready (Cloud)
Mixed environment – Desktop/Web Client
19 users - Desktop (Accounting Department)
600 + users – Web Client (ESS)
Load Balanced 2 servers (Kemp)
Private Hosting
Vegas Data Center – Primary
Boise Data Center – Backup (DR)
eOne
SmartList Builder
Extender
SmartConnect
Integrity Data
Comprehensive Leave Management
Overtime Hours
Utilization Bonus (Custom)
ACA (Cloud)
GreenShades
Tax Center (State Tax)
Infrastructure & Lab
SQL 2014, IIS(2), App (TS), Reporting/Integrations
One Test Company
VM replication
Professional Advantage
Collection Management

14. Dynamics GP Administration
GPUG
Webinars
Forum
Amplify
Blogs - (RSS Reader) dig.com
Couple dozen blogs monitored
Pages – (Save for later) getpocket.com
Useful articles saved by category
Premier - premiercomputing.com
InterDyn BMI - interdynbmi.com
ISV Support
Microsoft support
This can be defined by the user who is presenting. Not all bullet points need to be covered – this is just a list of ideas.
Should last around 20 minutes and open it up to questions.
Another nice feature when holding at a user site, is to offer tours before or after the meeting. Great way to show off!

15. ERP Scheduled Updates 2018 GP 2018 SQL 2016 Enterprise PlanSource
Integrate with GP Payroll/HR
Onboarding
Open Enrollment
Azure
Move ERP infrastructure from colocation Vegas to Azure
Extender
Position, Compensation and Review
History
Integrated with SalesForce
New Hire Automation
SalesForce, PlanSource and Kronos
Kronos Mobile

16. 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

17. GP 2018 Presented by Amy Brown S2 Technology
Tweet During today’s #GPUGBoise, #GPUGGP2018

18. Microsoft Dynamics GP Roadmap
8/28/2018
Microsoft Dynamics GP Roadmap
2014 H2
2015 H1
2017 H2
2018 H2
2019 +
2016 H1
2016 H2
GP 2015
GP 2015 R2
GP 2016
GP 2016 R2
GP 2018
GP ‘Next’
GP ‘Next’
Service Based Architecture (SBA)
Functionality
Identity Management 2.0
Workflow 2.0
BA on multi- platforms (Windows, Apple & Android)
All in One Doc Viewer
AP Inv Approval
Time Mgmt App
Automated Provisioning for Azure
Top feature requests
Enhanced user experience for Web Client
Multiple browser & device support for Web Client
Workflow 3.0
PowerBI: Odata 1.0
Top feature requests
Power BI: OData 2.0
Home Page Refresh
Web Client Evolution
Top Features Requested by Customers
Workflow 4.0
Doc Attach
Fin/HR Optimization
Power Suite
Top feature requests
Top features requested by customers & community
Ongoing Development
© 2012 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.

19. GP2018 Comprehensive Doc Attach for: Workflow 4.0 Power BI
Support Paging in Odata Services
Support Filtering in Odata services
Support Odata v4
GP Power BI Content Pack
There will be no direct upgrade path from GP 2013 (typically we only go 2 versions back)
To upgrade to GP 2018 from:
GP 2015, I need to be on (2015 US YE) or later.
GP 2016, I need to be on   (2016 mid-year) or later.
We are still targeting this to release early December, 2017.
Comprehensive Doc Attach for:
Receivable Entry
GL Entry
Employee Inquiry & I-9 Form
Vendor, Customer & PA Inquiry FA
Workflow 4.0
New Workflows for GL Account & Purchase Invoice
Additional capabilities such as Copy Step and Reminder s

20. Document Attachment in Receivables Transaction Entry
Document Attachment in ribbon
Available in the Receivables Transaction Inquiry Zoom window too
Should we do other RM windows like Cash receipts

21. Document Attachment in General Ledger Entry
Document Attachment in ribbon
Available in these inquiry windows
Journal Entry Inquiry
Transaction Entry zoom
Should we do Quick Journals

22. Document Attachment on Employee Inquiry
New button added next to Employee ID
Document Attachments entered in Employee Maintenance can be accessed from the inquiry window
Move to ribbon?

23. Document Attachment on I-9 Form
Added in ribbon
No corresponding inquiry window
Start here

24. Display Vendor Notes on Vendor Inquiry window
New button added next to Vendor ID
Notes entered in Vendor Maintenance can be accessed from the Vendor Inquiry window

25. Display Customer Notes on Customer Inquiry window
New button added next to Customer ID
Notes entered in Customer Maintenance can be accessed from the inquiry window

26. Display Project Notes in Project Inquiry and PA Project Inquiry
New button added next to Project No.
Notes entered in Project Maintenance can be accessed from the Project Inquiry window and PA Project Inquiry window
Start here

27. Add Document Attachment to Asset General Information window
Added Document attachment to Fixed Assets in General Information window
Added to Asset Inquiry window too
Start here

28. Allow document attachments in Inquiry windows
A new option is added to the Document Attachment setup window to allow users to add documents (attach them) in the inquiry windows.
Password protected
Start here

29. Microsoft Dynamics GP 2018 User Experience
Add sort to Receivables Transaction Inquiry - by Customer
Add sort to Receivables Transaction Inquiry - by Document
Add sort to Payables Transaction Inquiry - by Vendor
Add sort to Payables Transaction Inquiry - by Transaction
System password should be valid for duration of the user session
Rename of Payables windows to say Payments instead of Checks
Autocomplete –Web Client
SmartList Favorites – unique password protection
SmartList Shortcut in Web Client
Bank Reconciliation Maximize in Web Client
Additional Sorting in Bank Reconciliation Window
Update help icons to link to tagged online support documents

30. Add sort to Receivables Transaction Inquiry window
Added the ability to sort by Type, Document Number, Document Amount, Amount Remaining and Document Date in both Ascending and Descending Order for both Receivables Inquiry windows.
Start here

31. Add sort to Payables Transaction Inquiry window
Added the ability to sort by Document Number, Type, Original Amount, Unapplied Amount and Document Date in both Ascending and Descending Order for both Payables Inquiry windows.
Start here

32. System Password
Users only need to enter the system password once during the active session to navigate around the system area within Dynamics GP.
Start herer

33. Rename of Payables windows to say Payments instead of Checks
Renamed the PM check windows to say payments to give broad definition to windows for different types of vendor payments: EFT, Credit Card payment etc.
Start herer

34. AutoComplete – Web Client
Ability to have fields autocomplete in the Web Client as they do in the Desktop Client 
Start herer

35. SmartList favorites password
Users have the option to put a unique password on smartlist favorites.  Will allow tighter controls as each password can be different instead of a system set password.
Start herer

36. Shortcut to Smartlist within the Web Client
Added the shortcut to banner for SmartList for quicker navigation.  Users who have access to the SmartList window will see it, those who do not have security will not see the shortcut.
Start here

37. Bank Reconciliation maximize window – Web Client
Within the WC when add the ability to maximize the Bank Reconciliation window so the user doing a reconcile can see more transactions within the window, reducing the amount of scrolling needed to find transactions.
Start here

38. Bank Reconciliation additional sorting options
Within the Bank Reconciliation window the user will have more options to sort the window so it is easier to find transactions during the reconciliation process. We are adding Amount (Payment and Deposit)
Start here

39. Microsoft Dynamics GP 2018 Optimized Financials/HRP Workflow 4.0
Copy user access across AA transaction dimension codes
single statement from customer card and inquiry
PO Gen open PO List with new PO's filter
PO Number display on Requisition List for originator
Print Purchase Requisition
Display Hold status on Sales Transaction Entry
One check per invoice vendor settings
Save Select Payments settings
Turn off garnishment reports in posting setup
Roll down payroll setup options from setup to inactive records
Change department code in all payroll files, including history
Restrict inactive Deduction and Benefit codes in lookups
Reminder s for Workflow
Copy Workflow Step
Reporting for Workflow
Payables Transaction Workflow – additional fields
GP PO Workflow Messages - additional fields
Add EFT/Bank Details to Vendor Approval Workflow
GL Account Workflow Approval 
Purchase Receiving Workflow
Purchase Enter/Match Invoice Workflow

40. Copy User Access across AA Dimensions
Copy User access settings in Analytical accounting from one user to another
Start here

41. Email single statement from customer
Ability to customer statement from customer card and customer inquiry
It will print for the customer selected using the default format assigned in Receivables Setup
Start here

42. PO Generation open list with new PO’s displayed
When create from the PO Generation, option to display new PO’s
Open the PO Navigation list filtered to the generated PO’s
Start here

43. PO Number to Requisition Originator
When a PO is created from a requisition, display the PO number on the requisition list
Display PO Number on role center
Start here

44. Print Purchase Requisition
Purchase requisition report layout 
Option from Requisition Entry and Requisition List
Start here

45. Display Hold Status – Sales Transaction Entry
Display hold status on Sales Transaction Entry and Sales Transaction Inquiry Zoom
Enable click to open icon
Start here

46. One check per invoice vendor setting
Setting per vendor, one check per invoice or one check per vendor
Remove company setting from select checks window
Use vendor setting when select checks or mark invoices in edit check batch
Start here

47. Save Select Payment settings
Setting ID 
Option to save settings used to build batch
Can be reused by entering setting ID
Start here

48. Turn off Garnishments Reports in Posting Setup
Garnishments Detail Report
Garnishments Summary Report
Defaults as Ask Each Time
Start here

49. Roll down payroll setup options from setup to inactive records
Option to roll down changes to inactive records
Pay Code Setup
Deduction Setup
Benefit Setup
Shift Code
Start here

50. Change department code in all files
Allow the user to select an existing department code and modify it to a new department code
All files including history tables
Start here

51. Restrict Inactive Deduction and Benefit Codes in Lookups
Per User setting
Option to restrict inactive records and save 
Setting for Company Deductions, Company Benefits
Setting for Employee Deductions, Employee Benefits
Start here

52. Reminder Emails Add reminder functionality to workflow
Reuse existing messages and modify with reminder comment
Start here

53. Copy Workflow Step Copy a step within a workflow
Option to rename new step
Option to include sub workflow steps
Start here

54. Reporting for Workflow
Workflow History Report available
Filter by workflow type, workflow approvers, workflow status, approval date
Include workflow comments on report as option
Start here

55. Payables Transaction Workflow – Additional Fields
Add additional vendor fields when mark extended fields list
Vendor Account
Comment 1
Comment 2
Vendor Class ID
Payment Priority
Update messages
20093

56. Purchase Order Workflow Messages
Add account description to workflow message
Purchase Order Workflow Message
Purchase Requisition Workflow Message
20093

57. Add EFT/Bank details to Vendor approval workflow
Additional fields available for Vendor workflow in Workflow Condition Editor
Included in Extended Fields
Vendor EFT Bank fields from SY0600 – Electronic Funds Transfer Master
Add the fields to the Vendor Approval Workflow message
Start here

58. GL Account Workflow New Workflow for GL Account
message for GL Account 
Start here

59. Receivings Transaction Workflow
New Workflow for Purchase Receiving Transactions
message for Purchase Receiving Workflow
Start here

60. Purchasing Invoice Workflow
New Workflow for Purchasing Invoice
message for Purchasing Invoice
Start here

61. GP2018 RESOURCES
New Features: rosoft-dynamics-gp-2018-new-feature-blog-series-schedule
Suppoort Blog: nt&pi54231=1
GP Directory: mentation/system-requirements/dynamicsgpresource#top

62. GPUG Summit 2017 Review
Tweet During today’s #GPUGBoise, #GPUGSummit

63. Roundtable discussions
What was your favorite session?
Who were some of your favorite speakers?
What was your biggest take away? D

64. Thank you for attending our meeting, and we look forward to seeing you next time! Reminder: Please provide feedback and complete the survey located in your community. Your opinion is valued!