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Microsoft Dynamics ® GP 2010 R2: Feature Overview

Microsoft Dynamics ® GP 2010 R2: Feature Overview. Theresa Nistler Mandy Antony Senior Program Manager Program Manager II Microsoft Corporation Microsoft Corporation. Microsoft Dynamics GP 2010 R2. Make It Easier. Enhance Insight. Extend Connections. Rapid

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Microsoft Dynamics ® GP 2010 R2: Feature Overview

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  1. Microsoft Dynamics® GP 2010 R2: Feature Overview Theresa Nistler Mandy Antony Senior Program Manager Program Manager II Microsoft Corporation Microsoft Corporation

  2. Microsoft Dynamics GP 2010 R2 Make ItEasier Enhance Insight Extend Connections Rapid Open Data Migration Lync Action Shortcuts Concur Travel and Expense Payment Services Word TemplateGenerator E-mail Customization Tool Contextual BI Business Analyzer Process Process People People Ecosystem Ecosystem

  3. “Enhance Insights” Features • Business Analyzer • Simplify Report deployment • Microsoft® SQL Reporting Services • Additional reports and metrics • New map reports • Multi-company reports • Multi-application reports • Additional drill down reports • Business Intelligence Refresh • Report Builder/Microsoft®Dynamics GP Integration • Business Portal additional reports • Microsoft® Excel report bulk deployment • Multi-company Microsoft® Excel reports • Drill down to SmartList • Drill down to Extender Windows

  4. Demo

  5. List of SQL Reporting Services Reports256 total reports – 64 new • Payroll • Employee Earnings History • Employee List by Pay Code • Vacation and Sick Time Available • Multi Company • Gross Profit YTD • Total Expenses KPI • Total Revenue KPI • Cost of Goods Sold KPI • Receivables Aging • Top Returned Items • Total Sales YTD • Sales per Month • Total Purchases per Month • Total Payables per Month • Payables Aging • Top Items by Purchasing Shipment Quantity • Human Resouces • Emergency Contacts • Employee Anniversary • Employee Birthday • Organizational Tree • Position History • Requisition Information • Field Service • Completed RMA Cost YTD • Completed RMA Cost YTD Detail • Contract Revenue YTD • Contract Revenue YTD Detail • Open RMA Count by Return Type • Open RMA Count by Return Type Detail • Open Service Call Count by Service Type • Open Service Call Count by Service Type Detail • Ready to Ship RTV Count by RTV Type • Ready to Ship RTV Count by RTV Type Detail • Top Completed RMA Count by Item • Top Completed RMA Count by Item Detail • Financial • Accounts Payable Days Outstanding Detail • Accounts Receivable Days Outstanding Detail • Checkbook Balance by Month • Current Balance • Debt to Equity Detail • GL Category Details • Quick Ratio Detail • Receivables Turnover Detail • Unreconciled Transaction Balance • Sales • Customer YTD Sales by Territory • Customer YTD Sales by Territory Detail • Net Sales versus Cost of Goods Sold Detail • Sales Per Month Detail • Salesperson YTD Commissions by State • Salesperson YTD Commissions by State Detail • Top Backordered Items Detail • Top Customer Balances Detail • Top Items Quoted by Amount • Top Items Quoted by Quantity • Top Returned Items Detail • Total Sales YTD Detail • Total Sales YTD Transaction Detail • Purchasing • Purchasing Late Shipments • Purchasing Late Shipments Detail • Inventory • Historical Inventory Trial Balance Detail • Historical Inventory Trial Balance Summary by Account • Historical Inventory Trial Balance Summary by Item • Manufacturing • Late MOs Detail • Top MOs with Production Variances Detail • Top MOs with Standard Cost Variances Detail • Work Center Load Detail

  6. “Make it Easier” Features E-mail • E-mail support for all Option based Reports • Substitute fields in for E-mail Messages • E-mail Notification Enhancement Performance • List Performance Enhancements Fixed Assets • Fixed Assets Integration with Reporting Ledgers Analytical Accounting • Budget roll up Electronic Signatures • Electronic Signatures – allow signature window to close while waiting for approval Field Service • Tech Stock Replenish • Return to Vendor (RTV) Pack Slip Reprint • Return Management Authorization (RMA) Traveller automatically print on RMA Receipt • Assign Preventative Maintenance (PM) Schedules to Range of Items or Item Classes • Contract Line Hold • Equipment Suppression for Existing Service Call Collections Management • Default Subject for Collections E-mails • Attach Collection Notes to Credit Documents • Letter Functions to Print Credit Documents

  7. “Make it Easier” Features Extender and the Builder Series • Display Matched table as Field – SmartList, Navigation List, Excel Report • Blank Value in Matched Fields – SmartList, Navigation List, Excel Report • Display Company As Field • Go To Enhancements • Matched Table Indicator • Update Multiple Field Settings • Icon for Table Types • Default Column Ordering for Excel • Copy Lists between Extender Objects Microsoft® Word Templates • Word Templates for Sales Returns

  8. List View Performance Enhancements • Lists have been re-architected so the information will appear more quickly • As an example, the Sales Transaction list with Business Analyzer metrics will display data 360% faster

  9. Electronic SignaturesAllow ELS window to close while waiting for signatures • Allows user to continue to work on or close a form pending approval of an Electronic Signature • Upon approval the user can open the from the notification message and save changes • New functionality allows user to continue to work uninterrupted and return to save changes at later time

  10. Demo

  11. “Extend Connections” Features Business Analyzer • Initiate Task from Metric • Microsoft® Lync™ Action Shortcuts Business Portal • Additional External Lists • Reports Center Enhancements Extender • Add Microsoft® Dynamics GP Forms to Extender Menus • Adding Unified Communications to Extender Forms Other • Collections Report List Integration • Concur Travel and Expense • Payment Services

  12. External Lists • The following external lists have been created • Customer (Customer Address) • Customer Sales and Receivables • Sales Order (Sales Order Line) • Vendor (Vendor Address) • Purchase Order (Purchase Order Line) • Sales Item (Sales Item Quantities) • Service Calls (Open, Invoiced, Historical) • Return Documents (Open, Historical) • Employee (Employee Address) • Projects • Posting Accounts • Manufacturing Order (Pick List Items, Order Route Steps)

  13. Demo

  14. Microsoft Dynamics GP 2010 Feature List Initiate Task from Metric Display Business Analyzer Tasks in Communicator Simplify Report Deployment Multi-Company Reports Icon for Table Types Additional SRS Reports and Metrics Multi-Application Reports Report Builder/Microsoft® Dynamics GP Integration Business Analyzer Additional Drill Down Reports New Map BI Refresh E-mail support for all Option based Reports E-mail Notification Enhancement Substitute fields in for E-mail Messages Add Microsoft® Dynamics GP Forms to Extender Menus Microsoft® Word Template Generator List Performance Enhancements Fixed Assets Integration with Reporting Ledgers Business Portal Analytical Accounting Budget Roll Up Microsoft®Word Templates for SOP Returns Additional SRS Reports Additional External Lists Reports Center Enhancements Matched Table Indicator Equipment Suppression for Existing Service Call Adding UC to Extender Forms Dexterity Enhancements Team Foundation Services Source Provider Additional Role Centers Default Subject for Collections E-mails Assign PM Schedules to Range of Items or Item Classes Payment Services Script Editor Names window enhancements Display Company As Field RTV Pack Slip Reprint Rapid Migration – Master Records from Microsoft® Excel Copy Lists between Extender Objects Tech Stock Replenish Concur Travel and Expense Electronic Signatures – Allow ELS Window to Close While Waiting for Approval Attach Collection Notes to Credit Documents Display Matched table as Field – SmartList, Navigation List, Excel Report Contract Line Hold Blank Value Matched Fields – SmartList, Navigation List, Microsoft® Excel Report Go To Enhancements Default Column Ordering for Microsoft®Excel Drill Down to SmartList Update Multiple Field Settings RMA Traveller automatically print on RMA Receipt Drill Down to Extender Windows Microsoft®Excel Report Bulk Deployment Date Effective Tax Rates Rapid Configuration – Select by Module Letter Functions to Print Credit Documents Collections Report List Integration Multi-Company Microsoft® Excel Reports

  15. Mspieker@microsoft.com Tnistler@microsoft.com

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