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

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 meeting: @GPUG, #GPUGBoise, #GPUGGP2018

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!

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! www.gpug.com/join

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.

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

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: lauren.daggett@dynamiccommunities.com

GPUG Conference Lineup Nov. 14, 2017 - Montreal Nov. 16, 2017 – Toronto Nov. 27, 2017 – Calgary Nov. 29, 2017 - 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 20-22 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.

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.

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

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.

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

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!

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

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

GP 2018 Presented by Amy Brown S2 Technology Tweet During today’s meeting: @GPUG, #GPUGBoise, #GPUGGP2018

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.

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 14.00.0898 (2015 US YE) or later. GP 2016, I need to be on  16.00.0439 (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 Emails

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

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

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?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Microsoft Dynamics GP 2018 Optimized Financials/HRP Workflow 4.0 Copy user access across AA transaction dimension codes Email 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 emails 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

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

Email single statement from customer Ability to email 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

GL Account Workflow New Workflow for GL Account Email message for GL Account  Start here

Receivings Transaction Workflow New Workflow for Purchase Receiving Transactions Email message for Purchase Receiving Workflow Start here

Purchasing Invoice Workflow New Workflow for Purchasing Invoice Email message for Purchasing Invoice Start here

GP2018 RESOURCES New Features: https://community.dynamics.com/gp/b/dynamicsgp/archive/2017/10/25/mic rosoft-dynamics-gp-2018-new-feature-blog-series-schedule Suppoort Blog: https://community.dynamics.com/gp/b/dynamicsgp?PostSortBy=MostRece nt&pi54231=1 GP Directory: https://mbs.microsoft.com/customersource/northamerica/GP/learning/docu mentation/system-requirements/dynamicsgpresource#top

GPUG Summit 2017 Review Tweet During today’s meeting: @GPUG, #GPUGBoise, #GPUGSummit

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

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!