1. Amber J. Bell Training and Implementation Specialist CAL Business Solutions Inc. Microsoft Dynamics GP Partner 860.485.0910 ext. 3112 amberb@calszone.com

2. Welcome to CAL’s What’s New in GP 2010 Event!!

3. What’s New In:  Financials: Budget Transactions Consolidate Multiple Budgets Reporting Ledger Functionality (Works with IFRS) Clear Amounts in GL Recurring Batches  Receivables Recurring Cash Receipts Negative Cash Receipts Emailing of AR and SOP Documents Ability to Format and Change Forms in MS Word

4.  Receivables Management E-mail Receivables Documents (not statements) Updates to RM EFT Recurring Cash Receipt Batches Lockbox Enhancement Negative Cash Receipt  Payables Management E-mail Vendor Remittances Select Checks Enhancements ○ Additional Restrictions Functionality ○ Restrict Invoices by Expired Discount Date Vendor Workflow Continued

5.  System Customizable Metrics using SQL Reporting Services Visible “Cues” for Reminders Integration with Office Communicator Better Integrations with CRM and CRM Online Customizable Navigation Lists E-mail Documents Vendor Workflow

6. Continued  Analytical Accounting Security for user creating dimension code on the fly Integration with US Payroll  Not For Profit Control Account Management for Receivables Encumbrance Options for Workflow/PO Approvals

7. Microsoft Dynamics GP 2010 Financial Features  General Ledger Budget Transactions Consolidate Multiple Budgets Reporting Ledger Functionality (works with IRFS) Clear Amounts in GL Recurring Batches

8. Reporting Ledgers

9. GL Budgeting Budget 2010MarketingDevelopmentServiceBudget 2010MarketingDevelopmentService

10. Demo

11. Receivables Management  Recurring Cash Receipts Batch  Negative Cash Receipts Post Cash Receipt

12. Demo

13. Payables Management  Vendor Workflow ApproveVendor

14. Demo

15. Collections Management  E-mail Enhancements Reply to Address Use e-mail address on customer

16. Continued  Collections Management Display Unposted Cash on Collections Main Display Collections Reminders on Home Page Print Collections Letters by Address ID Collections Note Display on Navigation Lists Reply to E-mail Address Option Use E-mail Address from Customer Address ID Collections Go-To Options in RM/SOP SmartLists Open Note or Create New from Inquiries

17. Demo

18. Report Templates and Emailing  Report Templates Feature Overview Printing Templates Template Modification & Assignment Configuring Templates  Email Feature Overview Customer/Vendor Configuration Sending Documents in E-mail  Q & A

19. Dynamics GP Report Templates

20. Report Templates Overview  Integration with Microsoft Office Word  Over 20 templates enabled upon install of Microsoft Dynamics GP 2010  Create/Modify in Microsoft Office Word New Microsoft Dynamics GP Add-in for Microsoft Office Word  Support multiple templates for each Report Writer report  Supports modified/alternate reports  Report destination enhancements Support for.docx,.xml, and.html file types

21. Templates Available in GP 2010 Customer facing documents SOP Quote SOP Order SOP Invoice SOP Fulfillment Orders SOP Packing Slips Receivables Transactions Customer Statements

22. Templates Available in GP 2010 Vendor facing documents Purchase Orders Payables Transactions Check Remittance

23. Templates Simplify Reporting Company 2 Company 3 Company 1 Print Invoice with Company 1 Logo Print Invoice with Company 2 Logo Print Invoice with Company 3 Logo Modified Report 1 Modified Report 2 Modified Report 3 Report 1

24. Demo

25. Dynamics GP E-mail Documents

26. E-mail Features  Embed/Attach Options Multiple Attachments.XPS,.PDF,.DOCX,.HTML  Multiple Addresses  Historical Record of E-mail  Pre-defined Message Templates  Direct Replies to a Specific Address

27. What are We Sending?  Leverages Word Forms Feature  Documents to Send Quote, Order, Fulfillment Order, Invoices Receivables Transactions Purchase Orders Vendor Remittances  Supports.PDF,.XPS, and.DOCX  Supports HTML Embedding of Document

28. Where are We Sending From?  Send from the Following Areas: Transaction Entry Document Print Options Transaction Inquiry Zoom Print Sales Docs/Print Purchasing Docs Lists Remittances

29. System Requirements  Microsoft Dynamics GP2010  Microsoft Office Word 2007 Send XPS and PDF  No Microsoft Office Word requirement if… Send.DOCX Viewing a file in Word

30. Demo

31. System Changes  Customizable Metrics using SQL Reporting Services  Visible “Cues” for Reminders  Integration with Office Communicator  Better Integrations with CRM and CRM Online  Customizable Navigation Lists  E-mail Documents  Vendor Workflow

32. Business Ready Enhancement Plan For Microsoft Dynamics

33. How to Contact CAL Central Support Desk  Call: (860) 485-0910 ext. 4  Email: support@calszone.comsupport@calszone.com  Online: www.calszone.comwww.calszone.com