1. Regional Chapters

2. Casual event, feel free to contribute We are all volunteers, enjoy and step up Bathrooms are located directly in hallway Coffee Service is in the back Make sure to sign in so we have attendance Housekeeping

3. Regional Chapters Agenda 8:30Welcome & GPUG Information 8:45GPUG Summit Preview 9:00GPUG Member Showcase 9:15GPUG Collaborate Demo 9:30SmartList Tips 10:00Break & Best Practices Exercise 10:30Document Mgmt Solutions for GP 11:30Lunch (Sponsored by MetaViewer)

4. Regional Chapters Company Role in Company Do you plan to upgrade to GP 2013 this year? Name Most desired topic for future meetings Welcome & Introductions

5. Regional Chapters About GPUG Microsoft Users Partners Founded in 2007 Officially recognized by Microsoft The largest, independent group for users of Microsoft Dynamics ® GP Over 4,000 company members (15,000+ individual members)

6. Regional Chapters Member Value The GPUG Mission: GPUG’s mission is to maximize value to individuals and companies using Microsoft Dynamics GP. Learn about valuable Dynamics GP features that are sitting idle Someone, somewhere, somehow has likely answered your question A single membership is valid for your entire organization

7. Regional Chapters What GPUG Members Do ShareLearnConnect

8. Regional Chapters Activities Online Activities WebinarsPeer Networking AcademyEvents

9. Regional Chapters Meet like- minded GPUG members and access your network anytime, anywhere. ShareLearnConnect Keep up on what’s happening in GPUG and in the world of Dynamics GP. Share your Dynamics GP experiences and gain insight from the GPUG community.

10. Regional Chapters GPUG Membership Upgrade Today: email membership@ gpug.com  Unlimited Workshops, Webinars & Roundtables  Free Regional Chapters  Special Interest Groups  Microsoft Conduits  CPE Credits  Discounted GPUG Summit Registrations  Discounted GPUG Academy Courses  And so much more! Premium Member Small Business 1-9 GP Licenses $400 USD/year Mid-Market 10-49 GP Licenses $700 USD/year Enterprise 50+ GP Licenses $950 USD/year http:// www.gpug.com/join-gpug/user- membership /

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12. Knowledge. With more than 150 sessions, GPUG Summit features learning and networking opportunities for Dynamics GP users in every role and at every level of expertise. Learn from the real-world experiences of other Dynamics GP users. Network. You’ll meet others in your role or industry who can help you overcome challenges and get more value from your Microsoft Dynamics GP solution. Team. Bring your teammates and you’ll leave with new ideas and solutions that you can immediately put to work for your team and organization.

13. Regional Chapters Why do Microsoft Dynamics ® GP users attend GPUG Summit?

14. Regional Chapters Why do YOU attend?

15. Regional Chapters Learn more and register http://gpugsummit.com

16. FJ Management Regional Chapters

17. 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 They Go for Answers  Questions?

18. Regional Chapters HOMEPAGE

19. Can’t Live Without Them! Can’t Live Without Them! Partially Authorized by Susan Moore, Pandora Regional Chapters

20. Ad Hoc Query Tool Data Extraction Navigation Tool Automatically installed System-wide What is SmartList?

21. Regional Chapters Microsoft Dynamics GP > Smartlist From the lists on any area page Add Quicklinks on your homepage How to access SmartList: Add to Navigation Pane Navigation Reminders

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23. Searching Tips  Wildcards  % zero or more characters  _ exactly one character  [charlist] single or multiple characters in a list  [^charlist] single or multiple characters not in a list  Performance Considerations  ‘Any Field’

24. Regional Chapters What is Your Favorite?  Your Name  SmartList  Why  How has this saved you time and money?

25. Regional Chapters Find out more  Attend GPUG’s Builder Monday Special Interest Group Webinars – 2 nd Monday each month  Search past webinar recordings in GPUG Events  Search the Dynamics Community – http://community.dynamics.com/ http://community.dynamics.com/  YouTube and Bing

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28.  Bob Hawley – Bob has been in the software technology industry for over 20 years and has worked in the Dynamics Channel for the past 8 years. He is very active in the Channel, participating in both national and regional Channel events like Convergence, Dynamics Communities and GPUG. He’s spent the past 5+ years in the document management space working for 2 different ISV’s, including Metafile. Prior to that, Bob was with a Dynamics partner located in southern California which worked with Dynamics GP and Dynamics SL.

29. Regional Chapters CPE Evaluation Form  This session is eligible for 1 CPE hour  You must fill out an evaluation form in order to obtain a certificate  Return evaluation forms to Jennifer Meyer

30. Regional Chapters Next Meeting? Date: Nov 14, 2013 Time: 8:30 AM

31. Regional Chapters