Welcome! Microsoft Dynamics GP User Group (GPUG) Boise, ID Chapter Meeting Tweet During today’s meeting: @GPUG, #GPUGBoise, #GPUGQ4Meeting

Tweet during today’s meeting: @GPUG, #GPUGBoise, #GPUGQ4meeting Agenda 11am- 11:30am Welcome & Introductions, GPUG News & Chapter Business 11:30am-12pm Activity (Go-Cart Races) 12pm-1pm Lunch and Roundtable Discussions 1pm-2pm PowerBI by Mark Jensen with InterDyn BMI 2pm-2:30pm Activity (Go-Cart Races) 2:30pm- 3pm Summit Discussion 3pm-4pm SQL 101 by Christina Phillips with BKD Tweet during today’s meeting: @GPUG, #GPUGBoise, #GPUGQ4meeting

Welcome & introductions Name Company Role in Company Microsoft Dynamics GP Version What version of GP are you currently using? If you could eat one meal for the rest of your life, what would it be? Use this slide to do an introduction roundtable with your members!

Thank you to our Annual Chapter Sponsors! Next meeting? Date: February 16th, 2017 Time: 11am-2pm Place: Any Volunteers? Topics: Any Suggestions? Member Showcase: Any Volunteers? Thank you to our Annual Chapter Sponsors! Tweet during today’s meeting: @GPUG, #GPUGBoise, #GPUGQ4Meeting

Join GPUG Your Peers are saying… Connect-Learn-Share Get Started Now 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 Get Started Now Have Questions? Contact Bob Buresh, GPUG Membership Manager 877-324-8880 x1448 bob@gpug.com Sean Reynolds IT Accounting Manager, Atlantic Aviation Enroll Online … www.gpug.com/join GPUG is a great place to connect with a community of peers who are eager and willing to support and answer questions to further one’s knowledge of Dynamics GP. It also breeds a culture of encouraging others to get involved whether it be by being chapter leaders or writing blogs, etc. Being a part of GPUG has allowed me to grow professionally in ways I never thought possible. 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

Activity 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

Lunch & Roundtable discussions – You Choose! Here are a few suggestions to get the conversation started Power BI GP 2016 What’s you favorite tool and why? What type of reporting do you use, for what and why? SSRS, Navigation Reports, Refreshable Excel Reports, Smartlist’s and/or Smartlist Builder

Mark Jensen with InterDyn BMI Power BI 2015/2016 Sponsors: https://www.gpug.com/blogs/rose-spitzer/2015/12/31/20152016-gpug-chapter-sponsors Presented by Mark Jensen with InterDyn BMI http://www.interdynbmi.com/ Tweet During today’s meeting: @GPUG, #GPUGBoise, #GPUGQ4Meeting

Mark Jensen Mark is Director of Product Management with InterDyn BMI Work Great Plains Software: (1991 – 2001)   Microsoft (2001 – 2005) Microsoft (2005 – 2010) Gibson Guitar (2010) Project Concept to Delivery SaaS Software Dynamics GP Tech Support, Training and Product Management ERP/CRM Strategy and Marketing for Dynamics GP, NAV, AX, SL, CRM IT Solutions Delivery Team Leader for Microsoft Partner and Dynamics divisions Chief Information Officer for global manufacturer using Dynamics GP Led the development of a new product from concept through delivery working across teams (Content, Video, Technology, Marketing, and Sales) to bring the project in on time and budget. IT lead for development and delivery of an online, channel focused platform for agreement to order to cash collection application. Multi-year, multi-million dollar project. Team Leader for delivery of global, online commercial application for legal IP processing. Transitioned team to an Agile development methodology. Lead three major releases all delivered on-time and on-budget. Mark is Director of Product Management with InterDyn BMI InterDyn BMI is a Gold Certified Dynamics Partner with over 30 years of experience and is Microsoft Partner of the Year for 2016 Mark has over 14 years of experience with Dynamic Products Mark graduated from North Dakota State University

Activity 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

Amy Brown and Blair Christensen Summit Discussion Presented by Amy Brown and Blair Christensen Tweet During today’s meeting: @GPUG, #GPUGBoise, #GPUGQ4Meeting

GPUG Summit 2016 In Review It was GPUG’s 10 year Anniversary With over 6,500 Dynamic Users, Partners & Microsoft Employees in Attendance an increase of 48% Overall membership growth was 22% with over 108,000 members & 19,500 organizations

GPUG Got a Makeover… New Search Features Save your favorites Easier Categories to search by By Job Role By Topic By Series, etc

2016 and Beyond….. HTML 5- can use on Chrome, Safari & IE Goodbye to Silverlight Additional Workflows for: Invoices Batches (AP, GL & AR) PO’s Vendor’s All-In-One View Power BI

Cont’d 2016 and Beyond…. New Smart list Features by additional functionality with Favorites by assigning the smart list to someone else and you can set it as a default by limiting your customer or vendor view http://roseasp.com/microsoft- dynamics-gp-2016-release/

Administration/IT – Day One Admin made easy (njevity) Partner Solutions Integrations (Envisage) GP Power Tools (David Musgrave) Reception Dinner with Peers

Administration/IT – Day Two What’s new in 2016 Dynamics Security SQL Server Shootout (panel) Expo Hall Word Templates (Leslie Vail)

Administration/IT – Day Three Upgrading Q&A (panel) Finding data in GP (Envisage) .SET files Summit Debrief

Christina Phillips with BKD, LLP SQL 101 Presented by Christina Phillips with BKD, LLP Tweet During today’s meeting: @GPUG, #GPUGBoise, #GPUGQ4Meeting

Christina Phillips, MCT Christina is a member of BKD’s Microsoft Dynamics GP team with more than 14 years of Microsoft Dynamics GP experience. She is a Microsoft Certified Trainer, 2008 and 2009 winner of the Top Instructor Award for Dynamics GP and two-time Microsoft MVP Award recipient. Christina has presented on Dynamics GP-related topics, contributed to curriculum and exams for Microsoft Learning and been a Technical Learning Guide at numerous Microsoft conferences. GP Blog: Dynamics GP Insights Twitter: @GPinsights YouTube: Experience BKD LinkedIn: Microsoft Dynamics GP Group  

Activity 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

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!

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!