HTML5 Web Client What Works (and What DOESN’T) Chris Dobkins, Njevity Friday, 1:15PM to 2:15pm

Chris Dobkins President, Njevity, Inc. About Chris 20+ years in the GP Community Inner Circle and Presidents Club Managed 400 GP User Azure Cloud Deployment Managed 600 GP User Private Cloud Deployment Passionate about helping GP Customers and Partners develop and implement their Cloud Strategy About Njevity We Deliver Exceptional Cloud Experiences for Dynamics GP, Power BI and Office365 on Azure and Private Cloud 1 Tier Microsoft Cloud Service Provider (CSP) Gold ERP, Silver Cloud Platform, Silver Small and Midmarket Cloud Solutions Competencies Compliance, Mobility, Analytics, Productivity

Our Mission at To improve the life and success of our Partners and Customers by providing exceptional business application experiences that simplify, inform and delight.

Agenda HTML5 vs Silverlight What works differently in Web Client? Summit Nashville 2017 9/5/2018 9:13 PM Agenda HTML5 vs Silverlight What works differently in Web Client? What doesn’t Work at all in Web Client? How do I know if my ISVs work with Web Client? The Web Client Exclusion Table What we LOVE about Web Client Demo © 2017 Dynamic Communities. All rights reserved.

HTML5 vs Silverlight HTML5 Looks Better HTML5 is Faster HTML5 runs on iPad and Android Tablets HTML5 is more resilient HTML5 Prints Better

What is Different No Dynamics GP Button No Menu Bar Summit Nashville 2017 9/5/2018 9:13 PM What is Different No Dynamics GP Button No Menu Bar Can’t Edit Navigation Pane Shortcuts All Navigation is done via Area Pages Working with Multiple Windows is Different Can’t Move or Resize Windows No Keyboard Shortcuts (CTRL-L, ALT-S, etc.) Notes: You can add Navigation Lists to the Navigation Pane as Shortcuts. But once you add them, there does not seem to be a way to remove them. You can add/edit/delete Navigation Pane Shortcuts from the Desktop Client and those changes will show up in Web Client. Use Rockton SmartFill to replace CTRL-L © 2017 Dynamic Communities. All rights reserved.

Quick Links to the Rescue User Preferences Process Monitor Customization Status Resource Descriptions Check Links Payroll Updates

What Doesn’t Work: Tools Summit Nashville 2017 9/5/2018 9:13 PM What Doesn’t Work: Tools Modifier with VBA Report Writer Customization Maintenance Macros Backup/Restore OData Setup © 2017 Dynamic Communities. All rights reserved.

What Doesn’t Work: Features Scan to Doc Attach Journal Entry Copy/Paste Letter Writing Assistant SmartList Word Export Named Printers Account Rollup Inquiry

What Doesn’t Work: Other Advanced Financial Analysis (AFA) Table Import Process Server VAT Daybook Report

Local Network / RDS Only Integration Manager Management Reporter Excel Refreshable Reports

Questions to Ask my ISVs Have you tested your App with the HTML5 Web Client? Are there any features that do not work in Web Client? Local Install on Local Network Hybrid: Cloud and On Prem

The Web Client Exclusion Table Summit Nashville 2017 9/5/2018 9:13 PM The Web Client Exclusion Table Dynamics..SY05200 Hide any GP Window in Web Client Dictionary ID Resource ID Window Technical Name Turn on Account Rollup Inquiry You can use GP Power Tools to get the Dictionary ID, Resource ID and Window Technical Name for any window in GP. © 2017 Dynamic Communities. All rights reserved.

Sample Code – GP Reg Window Summit Nashville 2017 9/5/2018 9:13 PM Sample Code – GP Reg Window Add the GP Registration Window to Exclusion Table insert into SY05200 (DICTID, RESTYPE, RESID, RESTECHNAME, ExcludeFrom_1, ExcludeFrom_2, ExcludeFrom_3, ExcludeFrom_4, ExcludeFrom_5) values(0, 2, 87, 'Registration_Window', 1, 0, 0, 0, 0) Show the GP Registration Window (after adding it) update SY05200 set DICTID = 9999 where dictid = 0 and RESTYPE = 2 and RESID = 87 Hide the GP Registration Window (after adding it) update SY05200 set DICTID = 0 where dictid = 9999 and RESTYPE = 2 and RESID = 87 © 2017 Dynamic Communities. All rights reserved.

Sample Code – Account Rollup Inq Summit Nashville 2017 9/5/2018 9:13 PM Sample Code – Account Rollup Inq Show the Account Rollup Inquiry Windows update SY05200 set DICTID = 9999 where dictid = 0 and RESTYPE in (2, 23) and RESID in (1339, 1340, 1341, 1014, 1042, 1043, 1044, 1045, 1046, 1047, 1048, 1049, 1050, 1154) Hide the Account Rollup Inquiry Windows update SY05200 set DICTID = 0 where dictid = 9999 and RESTYPE in (2, 23) and RESID in (1339, 1340, 1341, 1014, 1042, 1043, 1044, 1045, 1046, 1047, 1048, 1049, 1050, 1154) © 2017 Dynamic Communities. All rights reserved.

What I LOVE about Web Client Summit Nashville 2017 9/5/2018 9:13 PM What I LOVE about Web Client Web Client Search Runs on my iPad Single Sign On Printer Works Great My Documents is MY DOCUMENTS Reconnecting © 2017 Dynamic Communities. All rights reserved.

HTML5 Web Client Demo Summit Nashville 2017 9/5/2018 9:13 PM Single Sign On with AzureAD Reconnect to a session Web Client Search and Working with Multiple Windows Rockton SmartFill in place of CTRL-L Account Rollup Inquiry Run GP Web Client on an iPad © 2017 Dynamic Communities. All rights reserved.

The Bottom Line HTML5 is better looking and more responsive Essential in NetSuite and Intacct Competes No More Complex GP Workstation Installs New Users will pick it up fast Existing Users…

Q&A

Thank you for attending! Chris Dobkins Njevity, cdobkins@njevity.com The Boss of the Plains says: “Don’t forget to do your survey!”

Summit Nashville 2017 9/5/2018 9:13 PM © 2017 Dynamic Communities. All rights reserved.