Did you know? Features you didn’t know existed!

Did you know? Features you didn’t know existed!
Don Ramsay, Solutions Consultant Binary Stream Software #CollaborateCanada

Don Ramsay CPA (inactive) since 2004
Including: 5 years as Director of Finance for Department of Education in NB 5 years as Director of IT for a major distribution company Self-taught Dynamics GP User since 2008! 10+ Years using Dynamics GP 5 Years as GP onsite Consultant 4 years as ISV Solutions Consultant

Order of Topics Financials Sales Purchasing Inventory System
Summit Nashville 2017 8/25/2018 2:35 PM Order of Topics Financials Sales Purchasing Inventory System © 2017 Dynamic Communities. All rights reserved.

Financials Series

GP 10 Backout & Correct, Copy JE Transactions > Financial >
Summit Nashville 2017 8/25/2018 2:35 PM Backout & Correct, Copy JE Transactions > Financial > General Correct mistakes Version is a guess! Earliest blog posts about this feature are in 2009, which is after GP 10 was released and prior to GP 2010’s release. Fix errors in GL with a complete audit trail and fewer mistakes! GP 10 © 2017 Dynamic Communities. All rights reserved.

GP 10 Reconcile to GL part 1 (RM, PM) Routines > Financial >
Summit Nashville 2017 8/25/2018 2:35 PM Reconcile to GL part 1 (RM, PM) Routines > Financial > Reconcile to GL This is a useful routine to help identify why your Payables or Receivables don’t match your GL control account(s). Report generated helps find issues. GP 10 © 2017 Dynamic Communities. All rights reserved.

GP 2013 Reconcile to GL part 2 (IV, BR) Routines > Financial >
Summit Nashville 2017 8/25/2018 2:35 PM Reconcile to GL part 2 (IV, BR) Routines > Financial > Reconcile to GL This is a useful routine to help identify why your Inventory or Chequebook don’t match your GL control account(s). Report generated helps find issues. GP 2013 © 2017 Dynamic Communities. All rights reserved.

GP 2010 Combine Budgets Cards > Financial > Budget >
Summit Nashville 2017 8/25/2018 2:35 PM Combine Budgets Cards > Financial > Budget > Open in Dynamics GP Import several smaller budgets, then combine into one budget for reporting. GP 2010 © 2017 Dynamic Communities. All rights reserved.

GP 2010 Budget Transaction Entry Transactions > Financial >
Summit Nashville 2017 8/25/2018 2:35 PM Budget Transaction Entry Transactions > Financial > Budget Transactions Add more controls about budget changes by formalizing those changes in transaction entries to change budget values. GP 2010 © 2017 Dynamic Communities. All rights reserved.

GP 2010 Clear Recurring Batch Amounts Transactions > Financial >
Summit Nashville 2017 8/25/2018 2:35 PM Clear Recurring Batch Amounts Transactions > Financial > Batches A very simple control to prevent accidentally posting the same amounts as a previous period’s entry. This clears out $ amounts after posting. GP 2010 © 2017 Dynamic Communities. All rights reserved.

GP 2010 GL Reporting Ledgers Setup > Financial > General Ledger
Summit Nashville 2017 8/25/2018 2:35 PM GL Reporting Ledgers Setup > Financial > General Ledger Added when IFRS changes were introduced, this allows you to maintain different GL valuations if needed, such as IFRS and CGAAP. GP 2010 © 2017 Dynamic Communities. All rights reserved.

GP 2013 R2 Reverse Fiscal Year-end Close Routines > Financial >
Summit Nashville 2017 8/25/2018 2:35 PM Reverse Fiscal Year-end Close Routines > Financial > Year-End Closing If a situation arises where prior year corrections are needed, you can re-open closed fiscal years, make the changes, and re-close the years again. GP 2013 R2 © 2017 Dynamic Communities. All rights reserved.

GP 2013 R2 Copy/Paste JE’s from Excel Transactions > Financial >
Summit Nashville 2017 8/25/2018 2:35 PM Copy/Paste JE’s from Excel Transactions > Financial > General Entry This is a time-saver for entering long journal entries vs. setting up an integration. File format is simple (but specific); first column is Distribution Reference i.e. Line Item Description. NOTE: Help File describes this as “Account Description” which is incorrect! GP 2013 R2 © 2017 Dynamic Communities. All rights reserved.

GP 2013 R2 Bank Rec – Reprint O/S Trxs Reports > Financial >
Summit Nashville 2017 8/25/2018 2:35 PM Bank Rec – Reprint O/S Trxs Reports > Financial > Bank Posting Journals This used to be the only report you *couldn’t* reprint after a bank rec was completed. GP 2013 R2 © 2017 Dynamic Communities. All rights reserved.

GP 2015 Interco. – voids changes Transactions > Financial >
Summit Nashville 2017 8/25/2018 2:35 PM Interco. – voids changes Transactions > Financial > General Entry Voiding Payables that contains Intercompany distributions will post those void adjustments to destination company too. GP 2015 © 2017 Dynamic Communities. All rights reserved.

GP 2015 R2 Auto-post Bank Deposits Setup > Company > Company
Summit Nashville 2017 8/25/2018 2:35 PM Auto-post Bank Deposits Setup > Company > Company Gives you an option to directly update the Chequebook balance without having to post a bank deposit manually after posting cash receipts in RM. GP 2015 R2 © 2017 Dynamic Communities. All rights reserved.

GP 2016 Budget Import Exception report Cards > Financial >
Summit Nashville 2017 8/25/2018 2:35 PM Budget Import Exception report Cards > Financial > Budget Now a report tells you when invalid accounts or duplicate accounts are imported on a budget. GP 2016 © 2017 Dynamic Communities. All rights reserved.

GP 2013 Fixed Assets – Rev. Depreciation Routines >
Summit Nashville 2017 8/25/2018 2:35 PM Fixed Assets – Rev. Depreciation Routines > Fixed Assets > Depreciation New option since GP 2013 is the ability to reverse depreciation if necessary on all or a group of assets. GP 2013 © 2017 Dynamic Communities. All rights reserved.

GP 2013 R2 Fixed Assets Auto-Numbering Setup > Fixed Assets >
Summit Nashville 2017 8/25/2018 2:35 PM Fixed Assets Auto-Numbering Setup > Fixed Assets > Company -or- Class Two options to choose from: Company-wide numbering Class-based numbering Option of auto-numbering every asset at a company level, or based on the class of asset. GP 2013 R2 © 2017 Dynamic Communities. All rights reserved.

GP 2015 Fixed Assets – YEC Report Routines > Fixed Assets >
Summit Nashville 2017 8/25/2018 2:35 PM Fixed Assets – YEC Report Routines > Fixed Assets > Year End A report now generates summarizing what was closed during year end. Prior to GP 2015, Fixed Assets year end close didn’t have a report print out so you were required to print any key reports you needed for the year prior to running the YEC routine. GP 2015 © 2017 Dynamic Communities. All rights reserved.

Financials Series Summary
Summit Nashville 2017 8/25/2018 2:35 PM Financials Series Summary Copy or Backout & Correct Journal Entries Reconcile to GL routines Combine Budgets Budget Transaction Entry Clear Recurring Batch Amounts Reporting Ledgers Reverse Fiscal Year End Close Copy & Paste Journal Entries Reprint Bank Rec O/S cheque report Interco voids updates Auto post Bank Deposits Budget Import Exception Report Fixed Assets Reverse Depreciation Fixed Assets YE Close report Fixed Assets Auto Number Asset IDs © 2017 Dynamic Communities. All rights reserved.

Sales Series

GP 2013 Consolidated Sales Invoices
Convergence 2013 8/25/2018 Consolidated Sales Invoices Sales > Transactions > Bulk Confirmation Consolidated Invoicing. Since GP2013, orders for the same customer can now be can now be combined on a single invoice. one customers, a large, electrical services provider, needs the ability to send out consolidated invoices for hundreds of orders placed by their customers. They have a relatively small number of customers placing hundreds of orders in any given month. To get around this issue they created SSRS reports to manage printing a consolidated invoice, but still have to deal with single invoices for each order in the back-end. Now with GP 2013 they will have the ability to do this all in one step, out of the box. This feature will now allow them to focus on the business while removing the need for a customization. GP 2013 © 2013 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.

GP 2016 Sales All-in-One Document View
8/25/2018 Sales All-in-One Document View Inquiry > Sales > Sales All-In-One View View all related sales documents for a single transaction in one window Accessible from Customer Maintenance, many sales inquiry windows, navigation lists and the home page GP 2016 © 2014 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.

GP 2015 Payment Terms enhancements
Summit Nashville 2017 8/25/2018 2:35 PM Payment Terms enhancements Administration > Setup > Company > Payment Terms Due Date Option using Transaction Date Add Days to Due Date Additional Due Options Additional Discount Options Options: Next Month, Months, Month/Day and Annual GP 2015 © 2017 Dynamic Communities. All rights reserved.

GP 2015 Sales Serial Number Entry
Convergence 2013 8/25/2018 Sales Serial Number Entry Sales > Transactions > Sales Transaction Entry > Item Number expansion button > Serial/Lot button Multi-Select Serial Numbers Save Time Be More Productive A customer, leader in video integration services, deals with thousands of audio, video, and integrated security parts that are installed at their various corporate customers. One of the issues they’ve faced over the years is having to manually select the serial numbers of the components being shipped on their orders – and having to do so one by one! With Multi-Select Serial Numbers, they will be thrilled to highlight all those serials numbers at once and simple click the Insert button to have them all go automatically to the order. This simple act will save the shipping team hours aggregated over each week. GP 2015 © 2013 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.

Sales Series Summary Sales All-in-One Document View
Summit Nashville 2017 8/25/2018 2:35 PM Sales Series Summary Consolidated Invoicing Sales All-in-One Document View Payment terms additions Multi-Select Serial Numbers © 2017 Dynamic Communities. All rights reserved.

Purchasing Series

GP 2013 Purchase Order Receiving Tolerance
Convergence 2013 8/25/2018 Purchase Order Receiving Tolerance Inventory > Cards > Item Purchasing Options More Accurate Purchasing Less adjustments Quicker closing of PO’s PO Receipts can now be assigned a tolerance level by item. Think items like wire and cable. As a controller using Dynamics GP, one of the things you purchased a lot of are wire and cabling. Items like these present a challenge because often the supplier can contractually ship slightly more or less than the amount on the Purchase Order. For example, if you order a thousand yards, we might actually get nine hundred and ninety or a thousand and ten depending on what was on the supplier’s spool. This required a lot of adjusting of P.O.’s to get them received and closed. Microsoft Dynamics GP 2013 now supports purchasing receipt tolerance. This lets users under or over receive within the specified tolerances and the P.O. will properly close without additional adjustments. What’s really nice is that the tolerance can be set by item making it easy to use this feature for only the appropriate items. GP 2013 © 2013 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.

GP 2016 Prepayment on PO Total amount
8/25/2018 Prepayment on PO Total amount Purchasing > Transactions > Purchase Order Entry Prepayment amount on purchase orders can now include Taxes, Freight and Miscellaneous Entire PO amount can be included in the prepayment This doesn’t work on the alternate version supporting Project Accounting.. Only in the regular PO entry form. !! GP 2016 © 2014 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.

GP 2016 Payables batch credit card payment option
8/25/2018 Payables batch credit card payment option Option for a computer check batch to be paid by credit card The credit card payment will create an invoice for the credit card vendor A remittance form will print to show the invoices paid Purchasing > Transactions > Edit Check Batch In order to the CC to work , First you will need to go to Administration >> Setup >> Company >> Credit Card and create the Credit Card you will use to make payments. GP 2016 © 2014 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.

GP 2013 Prepayment Additions Track Prepayments Create Checks
Convergence 2013 8/25/2018 Prepayment Additions Purchasing > Transactions > Purchase Order Entry Track Prepayments Create Checks Track the Accounting We heard numerous requests from customers to customize this feature in previous versions of Microsoft Dynamics GP. In particular, a custom engineering and goods manufacturer who contractually needs to prepay 20% of the order value to his main supplier for components, prior to initiating the sourcing process. As you know, in previous releases, placing an order and printing the prepayment check were two separate processes and it was hard for the accounting team to keep up with the procurement team, and vice versa, on which prepayment corresponded to which order. Now, my customer is going to save time by simply having the accounting staff print the right checks created directly from a purchase order prepayment request, and more importantly, they will gain traceability in the process. GP 2013 © 2013 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.

GP 2013 Default Sort Order for Checks (Cheques for Kanuks!)
Microsoft Dynamics 8/25/2018 Default Sort Order for Checks (Cheques for Kanuks!) Purchasing > Setup > Payables Sort options for a check run can be defaulted in Setup This was a high vote count from MsConnect; In past, end-users would manually have to change at the time of print Sort Checks By option in Print Payables Checks each time they printed a batch of checks. Now they can make the change in PM Setup and can see that sort default each time they want to print. MSConnect Highest Voted GP 2013 © 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.

Purchasing Series Summary
Summit Nashville 2017 8/25/2018 2:35 PM Purchasing Series Summary Purchase Order Receiving Tolerance Prepayment on Purchase Order Total amount Payables credit card payment for a check batch Track Prepayments Default Sort Order for Checks © 2017 Dynamic Communities. All rights reserved.

Inventory Series

GP 2013R2 Assign items to multiple sites
Summit Nashville 2017 8/25/2018 2:35 PM Assign items to multiple sites Inventory > Cards > Quantities/Sites > select a Site Item Assignments from the Go To button Allows for multiples sites assignment in one pass when creating new items in the system GP 2013R2 © 2017 Dynamic Communities. All rights reserved.

GP 2016 Inventory all in one viewer
Summit Nashville 2017 8/25/2018 2:35 PM Inventory all in one viewer Inquiry> Inventory > Inventory All-In-One View Allows a user to quickly see all documents that are tied to an item‘s transactions (Note: requires the HITB to be setup in order to work) GP 2016 © 2017 Dynamic Communities. All rights reserved.

System & General

GP 10.0 Excel Reports / SSRS Reports out of box
Summit Nashville 2017 8/25/2018 2:35 PM Excel Reports / SSRS Reports out of box Administration > Setup > System > Reporting Tools Setup Some 250 SSRS & Excel reports are provided for free out-of-the-box to ‘replicate’ most Smartlists in GP. They can be edited or you can create your own GP 10.0 © 2017 Dynamic Communities. All rights reserved.

GP 2013R2 Requisitions with Workflow
Summit Nashville 2017 8/25/2018 2:35 PM Requisitions with Workflow Purchasing > Transactions > Purchase Requisitions Microsoft moved away from the Business Portal starting with GP 2013 to integrate some functions into GP, like the Requisition module for procurement approvals, combined with the Workflows. GP 2013R2 © 2017 Dynamic Communities. All rights reserved.

Summit Nashville 2017 8/25/2018 2:35 PM Workflow Administration > Setup > Company > Workflow > Workflow Maintenance Introduced the first time with GP 2013, Workflow is the new approval system for GP, getting away from the old SharePoint-based method. GP 2013R2 © 2017 Dynamic Communities. All rights reserved.

GP XXXX Workflow (continued)
Summit Nashville 2017 8/25/2018 2:35 PM Workflow (continued) The initial release (WF 1.0) only covered basic modules like Purchasing & Project Accounting only. GP 2015 release added more modules and became WF 2.0 General Ledger Batch Approval Receivables Batch Approval Payables Batch Approval Vendor Approval Plus several covering HR & PR, including PTE (Project Time & Expenses) GP 2016 introduced some addtional features for WF 2.0, as well as delegation/escalation, enhanced conditions & Word templates for batch approvals GP XXXX © 2017 Dynamic Communities. All rights reserved.

GP 2013 Web Client functionality
Summit Nashville 2017 8/25/2018 2:35 PM Web Client functionality First introduced with 2013, the Web client was meant to replace Business Portal to allow for ‘light’ users to access GP over a Web browser with minimal or no setup (aside of Silverlight install). It had limited support of ISV products. In GP 2016, the Web Client switched away from Silverlight to become HTML5 compliant and support all current market browser (FireFox, Safary, Chrome, aside of IE). The HTML5 client offered now a way to access your GP also from a mobile client, like an iPad or your cell phone GP 2013 © 2017 Dynamic Communities. All rights reserved.

GP 2013R2 Take company offline
Summit Nashville 2017 8/25/2018 2:35 PM Take company offline Administration > Utilities > System > Take Company Offline Quickly take one or more companies offline for maintenance or administrative tasks, such as a year-end close or an update. You can also set a Warning message that would pop-up when users try to login GP 2013R2 © 2017 Dynamic Communities. All rights reserved.

GP 2013R2 Send Users Messages
Summit Nashville 2017 8/25/2018 2:35 PM Send Users Messages Administration > Utilities > System > Send Users Message GP 2013R2 © 2017 Dynamic Communities. All rights reserved.

Summit Nashville 2017 8/25/2018 2:35 PM SmartList Designer Administration > Reports > SmartList Designer Replacing SmartList Builder (eOne), SL Designer was improved to add SQL Views & Favourites in 2015, and Import/Export function in 2016 GP 2013 © 2017 Dynamic Communities. All rights reserved.

GP 2013 Document Attachment
Summit Nashville 2017 8/25/2018 2:35 PM Document Attachment Administration > Setup > Company > Document Attachment Setup GP 2013 © 2017 Dynamic Communities. All rights reserved.

GP 2013Sp2 Document Attachment (continued)
Summit Nashville 2017 8/25/2018 2:35 PM Document Attachment (continued) Document attachment has been extended to many addtional forms & transactions in GP after the initial introduction. It replaces completly the old way of attaching documents (OLE Notes) which were stored on disk and prone to errors or corruption. Document are now stored inside of the company SQL database and can even follow within a Workflow process. GP 2013Sp2 © 2017 Dynamic Communities. All rights reserved.

GP 2013Sp2 Combiner / Modifier for Vendors/Customers
Summit Nashville 2017 8/25/2018 2:35 PM Combiner / Modifier for Vendors/Customers Sales > Utilities > Customer Combiner and Modifier Purchasing > Utilities > Vendor Combiner and Modifier Formerly part of the Professional Service Tools Library (PSTL), the combiner / modifier utility has been integrated into GP under the Sales or Purchasing module, as it was one of the most frequently used PSTL features, thus avoiding a separate setup. Requires ‘sa’ to be used. GP 2013Sp2 © 2017 Dynamic Communities. All rights reserved.

Summit Nashville 2017 8/25/2018 2:35 PM Copy User Settings Administration > Setup > System > User > Copy Settings button Copy Home Page Settings & Content to Other Users Copy Area Page Settings to Other Users GP 2015 © 2017 Dynamic Communities. All rights reserved.

GP 2015 User License Summary
Summit Nashville 2017 8/25/2018 2:35 PM User License Summary Administration > Setup > System > User > Summary button Quick overview of your system’s user licenses and who’s assigned to which type of license GP 2015 © 2017 Dynamic Communities. All rights reserved.

GP 2015 Navigation Lists for WorkFlow approvals
Summit Nashville 2017 8/25/2018 2:35 PM Navigation Lists for WorkFlow approvals Available in most GP modules, the navigation lists showing “Pending Approval” in the name are related to Workflow processes. Quick and easy way to approve multiple documents. GP 2015 © 2017 Dynamic Communities. All rights reserved.

GP 2016R2 SmartList Favourite protection
Summit Nashville 2017 8/25/2018 2:35 PM SmartList Favourite protection Administration > Setup > System > SmartList Options In Microsoft Dynamics GP 2016 R2, a new feature was added to set security when modifying a SmartList Favorite. The goal of this feature is to make the user aware that they are going to modify an existing favorite to avoid accidental changes. All users should have to enter a password to modify a SmartList Favorite. . GP 2016R2 © 2017 Dynamic Communities. All rights reserved.

< GP 2010 RM Transactions Unapply (PSTL)
Summit Nashville 2017 8/25/2018 2:35 PM RM Transactions Unapply (PSTL) PSTL> Sales Tools > RM Transactions Unapply This tool enables you to unapply documents in the history table and automatically move the records back to the open table even if there are discounts and/or writeoffs associated with the document. You can reapply the records as needed. Using this tool can be a good alternative to removing history and reentering data if records were applied incorrectly. < GP 2010 © 2017 Dynamic Communities. All rights reserved.

System & Tools Series Summary
Summit Nashville 2017 8/25/2018 2:35 PM System & Tools Series Summary Excel & SSRS Reports Requisitions with Workflow Workflows Web Client functionalities Take Company Offline Send User Messages SmartList Designer Document Attachment Combiner / Modifier Copy User Settings User License Summary Navigation Lists for Workflow SmartLists Favourite Protection PSTL RM Transactions Unapply © 2017 Dynamic Communities. All rights reserved.

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