GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Microsoft Dynamics ® GP 2010 R2: Feature Overview Theresa NistlerMandy Antony Senior Program.

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Presentation transcript:

GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Microsoft Dynamics ® GP 2010 R2: Feature Overview Theresa NistlerMandy Antony Senior Program ManagerProgram Manager IIMicrosoft Corporation

GPUG Summit 2011– Las Vegas People Ecosystem Process Microsoft Dynamics GP 2010 R2 Enhance Insight Extend Connections Make It Easier People Ecosystem Process

GPUG Summit 2011– Las Vegas “Enhance Insights” Features  Business Analyzer  Simplify Report deployment  Microsoft ® SQL Reporting Services – Additional reports and metrics – New map reports – Multi-company reports – Multi-application reports – Additional drill down reports  Business Intelligence Refresh  Report Builder/Microsoft ® Dynamics GP Integration  Business Portal additional reports  Microsoft ® Excel report bulk deployment  Multi-company Microsoft ® Excel reports  Drill down to SmartList  Drill down to Extender Windows

GPUG Summit 2011– Las Vegas Demo

 Financial – Accounts Payable Days Outstanding Detail – Accounts Receivable Days Outstanding Detail – Checkbook Balance by Month – Current Balance – Debt to Equity Detail – GL Category Details – Quick Ratio Detail – Receivables Turnover Detail – Unreconciled Transaction Balance  Sales – Customer YTD Sales by Territory – Customer YTD Sales by Territory Detail – Net Sales versus Cost of Goods Sold Detail – Sales Per Month Detail – Salesperson YTD Commissions by State – Salesperson YTD Commissions by State Detail – Top Backordered Items Detail – Top Customer Balances Detail – Top Items Quoted by Amount – Top Items Quoted by Quantity – Top Returned Items Detail – Total Sales YTD Detail – Total Sales YTD Transaction Detail  Purchasing – Purchasing Late Shipments – Purchasing Late Shipments Detail  Inventory – Historical Inventory Trial Balance Detail – Historical Inventory Trial Balance Summary by Account – Historical Inventory Trial Balance Summary by Item  Manufacturing – Late MOs Detail – Top MOs with Production Variances Detail – Top MOs with Standard Cost Variances Detail – Work Center Load Detail  Payroll – Employee Earnings History – Employee List by Pay Code – Vacation and Sick Time Available  Multi Company – Gross Profit YTD – Total Expenses KPI – Total Revenue KPI – Cost of Goods Sold KPI – Receivables Aging – Top Returned Items – Total Sales YTD – Sales per Month – Total Purchases per Month – Total Payables per Month – Payables Aging – Top Items by Purchasing Shipment Quantity  Human Resouces – Emergency Contacts – Employee Anniversary – Employee Birthday – Organizational Tree – Position History – Requisition Information  Field Service – Completed RMA Cost YTD – Completed RMA Cost YTD Detail – Contract Revenue YTD – Contract Revenue YTD Detail – Open RMA Count by Return Type – Open RMA Count by Return Type Detail – Open Service Call Count by Service Type – Open Service Call Count by Service Type Detail – Ready to Ship RTV Count by RTV Type – Ready to Ship RTV Count by RTV Type Detail – Top Completed RMA Count by Item – Top Completed RMA Count by Item Detail

GPUG Summit 2011– Las Vegas “Make it Easier” Features  support for all Option based Reports  Substitute fields in for Messages  Notification Enhancement Performance  List Performance Enhancements Fixed Assets  Fixed Assets Integration with Reporting Ledgers Analytical Accounting  Budget roll up Electronic Signatures  Electronic Signatures – allow signature window to close while waiting for approval Field Service  Tech Stock Replenish  Return to Vendor (RTV) Pack Slip Reprint  Return Management Authorization (RMA) Traveller automatically print on RMA Receipt  Assign Preventative Maintenance (PM) Schedules to Range of Items or Item Classes  Contract Line Hold  Equipment Suppression for Existing Service Call Collections Management  Default Subject for Collections s  Attach Collection Notes to Credit Documents  Letter Functions to Print Credit Documents

GPUG Summit 2011– Las Vegas “Make it Easier” Features Extender and the Builder Series  Display Matched table as Field – SmartList, Navigation List, Excel Report  Blank Value in Matched Fields – SmartList, Navigation List, Excel Report  Display Company As Field  Go To Enhancements  Matched Table Indicator  Update Multiple Field Settings  Icon for Table Types  Default Column Ordering for Excel  Copy Lists between Extender Objects Microsoft ® Word Templates  Word Templates for Sales Returns

GPUG Summit 2011– Las Vegas List View Performance Enhancements  Lists have been re-architected so the information will appear more quickly  As an example, the Sales Transaction list with Business Analyzer metrics will display data 360% faster

GPUG Summit 2011– Las Vegas  Allows user to continue to work on or close a form pending approval of an Electronic Signature  Upon approval the user can open the from the notification message and save changes  New functionality allows user to continue to work uninterrupted and return to save changes at later time

GPUG Summit 2011– Las Vegas Demo

“Extend Connections” Features Business Analyzer  Initiate Task from Metric  Microsoft ® Lync ™ Action Shortcuts Business Portal  Additional External Lists  Reports Center Enhancements Extender  Add Microsoft ® Dynamics GP Forms to Extender Menus  Adding Unified Communications to Extender Forms Other  Collections Report List Integration  Concur Travel and Expense  Payment Services

GPUG Summit 2011– Las Vegas

External Lists  The following external lists have been created – Customer (Customer Address) – Customer Sales and Receivables – Sales Order (Sales Order Line) – Vendor (Vendor Address) – Purchase Order (Purchase Order Line) – Sales Item (Sales Item Quantities) – Service Calls (Open, Invoiced, Historical) – Return Documents (Open, Historical) – Employee (Employee Address) – Projects – Posting Accounts – Manufacturing Order (Pick List Items, Order Route Steps)

GPUG Summit 2011– Las Vegas

Demo

Microsoft Dynamics GP 2010 Feature List Business Analyzer support for all Option based Reports Initiate Task from MetricDisplay Business Analyzer Tasks in Communicator Simplify Report Deployment Additional SRS Reports and Metrics New Map Multi-Company Reports Multi-Application Reports Additional Drill Down Reports BI Refresh Report Builder/Microsoft ® Dynamics GP Integration Substitute fields in for Messages Notification Enhancement Microsoft ® Word Template Generator Microsoft ® Word Templates for SOP Returns List Performance Enhancements Fixed Assets Integration with Reporting Ledgers Analytical Accounting Budget Roll Up Business Portal Additional Role Centers Additional External Lists Additional SRS Reports Reports Center Enhancements Dexterity Enhancements Team Foundation Services Source Provider Script Editor Names window enhancements Rapid Configuration – Select by Module Rapid Migration – Master Records from Microsoft ® Excel Concur Travel and Expense Payment Services Display Company As Field Display Matched table as Field – SmartList, Navigation List, Excel Report Electronic Signatures – Allow ELS Window to Close While Waiting for Approval Blank Value Matched Fields – SmartList, Navigation List, Microsoft ® Excel Report Go To Enhancements Matched Table Indicator Update Multiple Field Settings Icon for Table Types Drill Down to SmartList Microsoft ® Excel Report Bulk Deployment Multi-Company Microsoft ® Excel Reports Default Column Ordering for Microsoft ® Excel Drill Down to Extender Windows Copy Lists between Extender Objects Add Microsoft ® Dynamics GP Forms to Extender Menus Adding UC to Extender Forms Tech Stock Replenish RTV Pack Slip Reprint RMA Traveller automatically print on RMA Receipt Assign PM Schedules to Range of Items or Item Classes Contract Line Hold Equipment Suppression for Existing Service Call Default Subject for Collections s Attach Collection Notes to Credit Documents Letter Functions to Print Credit Documents Collections Report List Integration Date Effective Tax Rates

GPUG Summit 2011– Las Vegas