2. What’s New in Microsoft Dynamics GP 2018
Jodi Christiansen
Sr. Program Manager
Microsoft
#CollaborateCanada

3. Dynamics GP 2018

4. Microsoft Dynamics GP 2018 Comprehensive Doc Attach Workflow 4.0
When we built Document Attachment in Dynamics GP we relied on user input to identify the top scenarios you wanted solved. Today, we introduce the next evolution with comprehensive Doc Attach on most master record windows, inquiry windows and transaction entry windows.  
With the release of GP 2018, we continue to extend the capabilities of Workflow. In addition to new workflows such as GL Account and Purchase Invoice, we’ve added workflow capabilities like copy step and reminder s. 
User Experience
Optimized Financials/HRP
Giving users easier and faster ways to get to and find the data they are looking for to make decisions based off the information stored in Dynamics GP. 
Recognizing the voice of our customers, you've provided the feedback, we've optimized your Financials and HR/Payroll experience in GP 2018. 

5. Comprehensive Document Attachment

6. Comprehensive Document Attachment
Document Attachment on Receivables Entry
Document Attachment in General Ledger Entry
Document Attachment on Employee Inquiry
Document Attachment in I-9 form
Display Vendor notes on Vendor Inquiry
Display Customer notes on Customer Inquiry
Display Project Notes in Project Inquiry and PA Project Inquiry
Document Attachment in Asset General Information (FA)
New option in setup to attach new documents in Inquiry windows

7. 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

8. 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

9. 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?

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

11. 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

12. 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

13. 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

14. 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

15. 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

16. User Experience

17. 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
GP OData service updated to support V4, other fixes

18. 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

19. 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

20. 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

21. 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

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

23. 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

24. 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

25. 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

26. 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

27. GP OData Service –updated
Add support for V4
Paging
Filtering
Bug fixes
GP Content Pack will be released soon based on OData service.
Start here

28. Optimize Financials/HRP

29. Optimize Financials/HRP
Copy user access across AA transaction dimension codes
Print 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 payment (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

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

31. Print single statement from customer
Ability to print customer statement from customer card and customer inquiry
Select statement format before printing
Start here

32. PO Generation open list with new PO’s displayed
When create from the PO Generation, new PO’s display automatically
Open the PO Navigation list filtered to the generated PO’s
Start here

33. Print Purchase Requisition
Purchase requisition report  
Available from Requisition Entry and Requisition List
Start here

34. PO Number display on Requisition List for originator
When a PO is created from a requisition, display the PO number on the requisition list
Display PO Number on home page
Start here

35. 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

36. One payment per invoice vendor setting
Setting per vendor, one payment per invoice or one per vendor
Default to use vendor option in build payment batch
Start here

37. Save Select Payment settings
Payment Option ID
Option to save settings used to build batch
Start here

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

39. 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

40. 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

41. 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

42. Workflow

43. Workflow 4.0 GL Account Workflow Approval Purchase Receiving Workflow
Purchase Enter/Match Invoice Workflow
Copy Workflow Step
Reminder s for Workflow
Reporting for Workflow
Payables Transaction Workflow – additional fields
GP PO Workflow Messages - additional fields
Add EFT/Bank Details to Vendor Approval Workflow

44. GL Account Workflow New Workflow for GL Account
message for GL Account 
Used throughout the system
Start here

45. Receivings Transaction Workflow
New Workflow for Purchase Receiving Transactions
message for Purchase Receiving Workflow
Start here

46. Purchasing Invoice Workflow
New Workflow for Purchasing Invoice
message for Purchasing Invoice
Start here

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

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

49. 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

50. 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
Added to workflow message also
20093

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

52. 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

53. Microsoft Dynamics GP 2018 Comprehensive Doc Attach Workflow 4.0
When we built Document Attachment in Dynamics GP we relied on user input to identify the top scenarios you wanted solved. Today, we introduce the next evolution with comprehensive Doc Attach on most master record windows, inquiry windows and transaction entry windows.  
With the release of GP 2018, we continue to extend the capabilities of Workflow. In addition to new workflows such as GL Account and Purchase Invoice, we’ve added workflow capabilities like copy step and reminder s. 
User Experience
Optimized Financials/HRP
Giving users easier and faster ways to get to and find the data they are looking for to make decisions based off the information stored in Dynamics GP. 
Recognizing the voice of our customers, you've provided the feedback, we've optimized your Financials and HR/Payroll experience in GP 2018. 

54. Microsoft Dynamics GP Roadmap
9/13/2018
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
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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.

55. Thank You Jodi Christiansen jchrist@microsoft.com
Attendees…reminder to complete survey!
#CollaborateCanada