1. OTTAWA Q2 CHAPTER MEETING
WELCOME TO YOUR COMMUNITY
OTTAWA Q2 CHAPTER MEETING
June 4, 2019

2. INTRODUCTIONS Name Company & Role Microsoft Dynamics GP Version
Did you attend a UG conference or event this past year?
What do you hope to gain from today’s meeting?
If you could host a talk show, who would be your first guest?

3. TODAY’S AGENDA Welcome & Introductions GPUG News & Events
PowerBI with GP by Shawn Dorward
Break
Project Accounting – Webinar
Roundtable Discussions
Networking & Lunch

4. Please contact Pam Mueller: pam.mueller@dynamiccommunities.com
2019 ANNUAL
CHAPTER SPONSORS
(US & Canada)
Please contact Pam Mueller:

5. Microsoft wants to hear from you on how to improve Dynamics!
SHARE YOUR IDEAS!
Speaking points for LEADERS
This slide is a reminder that everyone has a talent! Share it with others by getting involved as a Volunteer in the user group.
Complete your volunteer profile on the user group homepage, and indicate where you would like to get involved.  
There are many options and ways to get involved. Write a blog or an article for the magazine, serve on a committee, present a webinar – the opportunities are endless and we would love to have you share your knowledge.
Be sure to fill out the volunteer profile, but if anyone is interested in helping lead or support the local chapter community, you should also speak directly with the leadership team
ideas.dynamics.com

6. GET INVOLVED Present. Instruct. Serve. Write. Become a Chapter Leader!
What is your volunteer forte?
Learn more & complete your volunteer profile.
From your Users Group homepage:
Learn and Engage > Volunteer Your Time
Speaking points for LEADERS
This slide is a reminder that everyone has a talent! Share it with others by getting involved as a Volunteer in the user group.
Complete your volunteer profile on the user group homepage, and indicate where you would like to get involved.  
There are many options and ways to get involved. Write a blog or an article for the magazine, serve on a committee, present a webinar – the opportunities are endless and we would love to have you share your knowledge.
Be sure to fill out the volunteer profile, but if anyone is interested in helping lead or support the local chapter community, you should also speak directly with the leadership team

7. THE MEMBERSHIP DIFFERENCE...
MEMBERSHIP HAS ITS BENEFITS
THE MEMBERSHIP DIFFERENCE...
Unlimited On-Demand Access to the full library of educational How-to Webinars
Deep Discounts to your favorite events and training
Build your Professional Network using the Member Directory
One Stop Shop for all things Dynamics GP! This is your User Group – where you belong
Unique opportunities to interact with Microsoft
Visit gpug.com/membership/join to get started today!
Speaking points for LEADERS
This slide is a reminder that everyone has a talent! Share it with others by getting involved as a Volunteer in the user group.
Complete your volunteer profile on the user group homepage, and indicate where you would like to get involved.  
There are many options and ways to get involved. Write a blog or an article for the magazine, serve on a committee, present a webinar – the opportunities are endless and we would love to have you share your knowledge.
Be sure to fill out the volunteer profile, but if anyone is interested in helping lead or support the local chapter community, you should also speak directly with the leadership team

8. DYNAMIC COMMUNITIES EVENT CALENDAR
User Group World Tour
South Africa | June
Power Platform World Tour
Washington DC | April 1-2
Chicago | April 9-10
London | August 28-29
Copenhagen | September 11-12
Toronto | September 6-7
São Paulo | October 3-4
Mexico City | October 23-24
Madrid | November 13-14
Power Platform Summit Australia
Melbourne | August
User Group Summit Australia
User Group Summit
North America
Orlando | October 15-18
Dynamics GP Tech Conference
Fargo | September 9-11
DYNAMIC COMMUNITIES EVENT CALENDAR
NOT SURE WHICH CONFERENCE IS RIGHT FOR YOU?
VISIT:

10. ACADEMY TRAINING EXPERT KNOWLEDGE. QUESTIONS ANSWERED. BEST PRACTICES.
The premier learning destination for all Microsoft Dynamics & Power Platform professionals
On-Site Training
On Demand Training
Distance Learning
EXPERT KNOWLEDGE.
QUESTIONS ANSWERED.
BEST PRACTICES.
TRAINING & EDUCATION.
Get the boost you need to
achieve professional success!
Paid Dynamics Members receive a 20% discount
All Academy courses offer the opportunity to earn CPE credits

11. Upcoming Academy Offerings
SSRS 101 – 4/4
HR Beyond the Basics – 4/5
Advanced Topics in A/P – 4/10
SSRS 201 – 4/11
Advanced A/R Topics – 4/16
Fixed Assets in GP – 4/17
MRP (Materials Requirements Planning) in GP – 4/24
Dynamics GP Best Practices: Efficiencies, Tips & Tricks for the Newer User – 5/8
HR Reporting – 6/5
ing in GP – 6/13

12. Presented by: Shawn Dorward
Power BI & Dynamics GP
Presented by: Shawn Dorward

13. Shawn Dorward, InterDyn Artis
Power BI & Dynamics GP
Shawn Dorward, InterDyn Artis
@GPUG

14. Shawn Dorward | @ShawnMDorward | Shawn.Dorward@InterDynArtis.com
Schooled in Accounting but passion is technology and business process efficiencies.
Long Time Dynamics GP User and GPUG FAN!
Almost 20 Years of Accounting and GP experience
GPUG Summit Planning Committee (2014-Present)
GPTech Planning Committee (2018)
Charlotte Regional Chapter Leader (2012-Present)
Charleston Regional Chapter Leader (2017-Present)
BUSINESS APPLICATIONS SUMMIT
Personal Blog:
Company Blog:
LifeHacks365.com
Shawn Dorward |

15. Using Custom Links in Dynamics GP
Shawn Dorward
LifeHacks Blog Series
Using Custom Links in Dynamics GP
Change Which App is Used When Making a Phone Call
Using Skype for Business from within Dynamics GP
Adding Custom Links for Vendors
Adding Custom Links for Inventory Items
Adding Custom Links for Employees
Adding Custom Links for Checkbooks, Credit Cards and Currency
Adding Custom Links for Customers
LifeHacks365.com
Shawn Dorward |

16. Replace Management Reporter with Free Jet Reports!
Shawn Dorward
LifeHacks Blog Series
Replace Management Reporter with Free Jet Reports!
What is it, and how do I Download Jet Basics
Install Jet Basics
Connect to Datasource
Run GP Update Utility
LifeHacks365.com
Shawn Dorward |

17. Turn SmartLists into Awesome Lists using Search Wild Cards!
Shawn Dorward
LifeHacks Blog Series
Turn SmartLists into Awesome Lists using Search Wild Cards!
Advanced Search: Using Wildcards and ANY FIELD
Using basic search requirements AND Field comparisons!
Maximum Records & Search Types (And/Or Logic)
LifeHacks365.com
Shawn Dorward |

18. Agenda Install OData Service Configure OData Service
Connect OData to Power BI
Power BI on Home Screen

19. Install OData Service

20. Install OData
From software “DVD” file

26. Configure OData Service

27. Configure Odata Service in GP
Update the endpoint that was specified in the previous step
Microsoft Dynamics GP/Tools/Setup/System/OData/Configure OData Service

28. Select Data Sources to Publish
Microsoft Dynamics GP/Tools/Setup/System/OData/Data Sources

29. Publish Data Sources
Microsoft Dynamics GP/Tools/Setup/System/OData/Publish OData

30. Assign User Access Without this step, users will receive an error
Microsoft Dynamics GP/Tools/Setup/System/User

31. Test Connection
Use URL from Publish Step and try to connect in browser

32. Connect OData to Power BI

33. Connect to Power BI Desktop
Connect to OData

34. Add Odata Feed Connect to OData

35. Select Specific Feed This is a list of published feeds

36. Build Reports in Power BI

37. Build ANY report in Power BI
Doesn’t have to be GP Data
Save it to a dashboard

38. Add Power BI to GP Home

39. Obtain Client ID
In order to connect Dynamics GP to Power BI, Dynamics GP needs to be registered as an approved application on your Power BI account.
Correct Link
Microsoft Dynamics GP/Tools/Setup/System/Reporting Tools Setup

40. Configure Client ID
Window MAY have changed slightly (Power BI is always updating)
Microsoft Dynamics GP/Tools/Setup/System/User

41. Update Client ID Add Client ID in GP
Microsoft Dynamics GP/Tools/Setup/System/User

42. Sign In when Prompted
Authenticate with same account you use for Power BI

43. Customize Home Screen
Once Authenticated, you can add Power BI to your dashboard on your homescreen

44. Select Reports from Dashboards
Only reports on a Power BI dashboard will be made available

45. Using Custom OData

46. Customize With Views Create View Add Object in Data Sources
Select in Data Sources
Publish Odata Feed

47. Using Gateway

48. Using Gateway
The On-premises data gateway acts as a bridge, providing quick and secure data transfer between on-premises data (data that is not in the cloud) and the Power BI, Microsoft Flow, Logic Apps, and PowerApps services.

49. Install Gateway

50. New Reports in GP Build Locally Publish to PBI Service
Pin to Dashboard
Add to GP Home Screen

51. Thank You!!

52. Shawn Dorward | @ShawnMDorward | Shawn.Dorward@InterDynArtis.com
Schooled in Accounting but passion is technology and business process efficiencies.
Long Time Dynamics GP User and GPUG FAN!
Almost 20 Years of Accounting and GP experience
GPUG Summit Planning Committee (2014-Present)
GPTech Planning Committee (2018)
Charlotte Regional Chapter Leader (2012-Present)
Charleston Regional Chapter Leader (2017-Present)
Personal Blog:
Company Blog:
LifeHacks365.com
Shawn Dorward |

53. Project Accounting
Pre-Recorded Webinar

54. Pre-Recorded Webinar
Video: sig-project-accoun-1
I have connected with Tanya Henderson to discuss the Part 2 of this presentation.

55. Project Accounting - Setup and GL processing
7/3/2019 2:51 PM
Project Accounting - Setup and GL processing
Tanya Henderson
© 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

56. Meet Your Presenter Tanya Henderson Partner S2Technology
Consultant Since 2000
Master Consultant
Dynamics Professional Board Member
GPUG Presenter Since 2011

57. Session Agenda Review Setups GL Posting Troubleshooting Posting Issues
Q&A

58. 7/3/2019 2:51 PM
Setups
© 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

59. Project Accounting Setup and GL Processing
User Setups
Project Setups
Transaction Accounts
Fee Accounts
Transaction Setups
Class Setups

60. User Setups Project Timesheet Equipment Log Miscellaneous Log
Employee Expense
Requisitions
Purchase Order
Purchasing Invoice
Inventory
Billing

61. Project Setup
Status
Labels
Accounts
Fee Accounts

62. Transaction Setups
Timesheet
Employee Expense

63. Transaction Setups
Equipment Log
Miscellaneous Log

64. Transaction Setups
Inventory

65. Billing Setups
Billings
Report
Format
Options
RR Options

66. PA Unit of Measure
PA Unit of Measure

67. Class Setups
User
Equipment
Miscellaneous

68. Class Setups
Contract
Project
Cost Category

69. Contract Accounts
Contract Master
Accounts

70. Project Accounts
Project Master
Accounts

71. Budget Accounts
Budget Master
Accounts

72. 7/3/2019 2:51 PM
Demo
© 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

73. Contact Info
Tanya Henderson, S2 Technology

74. Thank you for attending this session!
Please complete the survey found on the mobile app.
Download session materials using the “ my Notes” tile in the App. This will send you a link to the Session Material Summary, or by visiting:
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75. 7/3/2019 2:51 PM
© 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

76. ROUNDTABLE DISCUSSION

77. DISCUSSION OPPORTUNITIES/STARTERS
What version are you on?
What is keeping you from upgrading (if applicable)?
Are you considering upgrading to the cloud?
Are you using PowerApps?
What is your best user adoption tip or trick?
Are you using Flow?
Do you have Power Users within your company? How do they help embrace adoption?
What ISV product is your favorite to use? What is one you are looking to use?

78. MEETING DATES & FEEDBACK:
Next Date & Time: September 12, 2019
Location: Commissionaires Ottawa
24 Colonnade Road Ottawa, ON
Educational Topics: GPUG Web Portal, Jet Reporting for GP, Power Platform
Member Showcase: Any interest?
*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:

79. THANK YOU FOR ATTENDING!