Prepare for a Successful Upgrade and Understand Benefits of Dynamics GP 2015 David Meharg Senior Manager, Armanino LLP

@GPUG Presenter  David Meharg Senior Manager, Armanino LLP – 10 years of GP upgrade experience – 21 years of IT management experience

@GPUG Microsoft FRx First Things First…  Prepare for your upgrade – Compatibility – Integrations – Management Reporter – Hardware – SQL – License Keys – Stage Software

@GPUG Database Prep  Backups  Financial reports  dbcc’s  Checklinks  Service Pack requirements

@GPUG Upgrade Execution (1 of 2)  Backup  Reports  Upgrade  Update Modified Forms & Reports  Backup  Reports

@GPUG Upgrade Execution (2 of 2)  Deploy Web Client  Deploy SSRS & Excel Reports  Install eConnect, Web Services, Business Analyzer  Checklinks  Backup  Reports

@GPUG Why Upgrade  Stay Current  Update your hardware/SQL  Web Client (R2)  Many HR Enhancements – New licensing – Self-Service  Workflow (Started in R2, More in 2015)

@GPUG Workflow: A Closer Look 2013 R2 Purchasing o Purchase Order Approval o Requisition Approval Payroll o Timecard Approval Project o Timesheet Approval 2015 Financial o GL Batch Approval Purchasing o Payables Batch Approval o Vendor Approval Sales o Receivables Batch Approval Payroll o Employee Skills Approval o Direct Deposit Approval o Employee Profile Approval o W4 Approval Project o Expense Report Approval

@GPUG Other New Features  Payables warning when Open PO – When entering payables transaction for a Vendor with an outstanding PO or un-invoice receipt  Intercompany Enhancements – Intercompany Journal Entry Inquiry – Void Intercompany transactions  Reverse Fiscal Year (R2)  Refreshable Excel Reports – Tighter integration with Smartlist Designer & Excel

@GPUG Other Reasons  Document Attach (R2 & 2015) – Scan directly into GP – Add Doc Attach to Payables – Convert OLE Notes  Copy & Paste to GL (R2)  Mainstream Support End-of-Life – GP v9 (January 2011) – GP v10 (October 2012) – GP v2010 (October 2015)

@GPUG Upgrade Paths Dynamics GP 9.0 to Dynamics GPv >>> 9.0 SP2 >>> 10.0 SP5 >>> 2013R2 >>> 2015 Dynamics GP 10.0 to Dynamics GPv >>> 10.0 SP5 >>> 2013R2 >>> 2015 Dynamics GPv2010 to Dynamics GPv >>> 2010 SP4 >>> 2015 Dynamics GPv2013 to Dynamics GPv >>> 2013 SP2 or R2 >>> 2015 Dynamics GPv2013R2 to Dynamics GPv R2 >>> 2015

@GPUG Questions

@GPUG Contact Information  David Meharg Senior Manager, Armanino LLP