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Microsoft Dynamics SL 2011 SP1, FP1, and Beyond

Microsoft Dynamics SL 2011 SP1, FP1, and Beyond. Jon Augdahl. Dynamics 2011 and 2011 SP1 Revisited. Jon Augdahl. Menu Search. You can search for menu items. Navigation History. Dynamics keeps track of where you’ve been. Quick Query and Grid to Excel. Get your data out of data jail!.

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Microsoft Dynamics SL 2011 SP1, FP1, and Beyond

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  1. Microsoft Dynamics SL 2011 SP1, FP1, and Beyond Jon Augdahl

  2. Dynamics 2011 and 2011 SP1 Revisited Jon Augdahl

  3. Menu Search You can search for menu items

  4. Navigation History Dynamics keeps track of where you’ve been

  5. Quick Query and Grid to Excel Get your data out of data jail!

  6. Attachments Attach files to data elements.

  7. Quick Send Improvements Automatically send email with attached documents AR Invoice/Memo AR Statement Construction Billing DD Advice Slip Stub OM Invoice OM Order Confirmation OM Shipping Notice Project Invoice Service Call Invoice Service Contract Invoice Purchase Order Ability to resend if needed Ability to print to paper if needed

  8. Doc Share and Upload to SharePoint Stop making paper copies of documents Doc Share will automatically upload customer, project, and/or vendor documents to the SharePoint site or Document Library of your choice. Upload to SharePoint allows you to upload any report run from Dynamics or Business Portal to any SharePoint site or Document Library Live Demo!

  9. Multiple Company Changes Quick Switch Companies Color Coded Companies Multiple Companies open at once

  10. GL Journal Transaction Correction No more copy/paste to Excel, change dr and cr columns, and copy/paste back.

  11. Timecard Approval Delegation Just like out of office in Outlook

  12. Project Transaction Transfer Allows you to move transactions from project/task/account to any other project/task/account.

  13. Better integration with IN, PO, SO PO/IN – new purchase type SO – create project from sales order, bill in Flexible Billings

  14. Desktop shortcut Demo

  15. FP1 and Beyond Jon Augdahl Boyer & Associates

  16. Report masking Social Security Number (SNN) field Tax ID Number (TIN) field Prints reports with mask

  17. Report masking Social Security Number (SSN) field Tax ID Number (TIN) field Prints report fields with asterisks (*) mask

  18. How does it work? Users with access rights to maintenance screens associated to a report can turn on or off the mask Those without access rights will always see the mask

  19. Example

  20. Home page enhancement

  21. Quick Send • Automated faxing and emailing • Set up specific to each vendor, customer, or employee • Customer documents • Invoices from Accounts Receivable (AR), flexible billings, service, construction billing, and Order Management (OM) • AR statements • Order Management order confirmations • Manual order confirmations • Shipping notices • Vendor documents • Purchase orders • Payroll direct deposit advice slip stubs

  22. Did I set up Quick Send?

  23. Reports include Quick Send info • Accounts Payable Vendor (03.670.00) • Accounts Receivable Customers (08.650.00) • Project Project Profile (PA.010.00) • Payroll Employee (02.670.00)

  24. Hard Close restrictions by module

  25. Hard Close restrictions by module Prevent posting batches to prior periods Globally or by Microsoft Dynamics® SL module

  26. Hard Close • Who can override? • SYSADMIN • Members of Administrators group • View or higher access rights to the 01HC000 “Hard Close Feature” screen

  27. Suppress batch control reports Globally or by Microsoft Dynamics SL module

  28. Project Flex Time Invoice enhancement Jon Augdahl Monday – Did stuff Tuesday – Did more stuff Wednesday – Ditto

  29. Project Flex Time enhancement • Project Flex Time entry for Business Portal • Accepts multiple user invoice comments • Provides customers with additional details on work completed

  30. Timecard correction by line item Project timecards Change lines Delete lines Add lines Microsoft Dynamics SL 2011 SP1 and prior Reverse the entire timecard Repost the entire timecard Microsoft Dynamics SL 2011 FP1 Only those entries that have changed will be reversed and reposted

  31. Flexible BillingsAutomatic Invoice Creation Added Fiscal Period filter Start Fiscal Period End Fiscal Period Can specify Start/End date Start/End Fiscal Period Either or both

  32. Project indirect cost at actual reporting and management • Calculate and store actual amounts • Ability to monitor provisional vs. actual indirect costs • Period-to-date (PTD) • Year-to-date (YTD) • Supports multiple cost pools • Fringe, overhead, material handling, etc.

  33. Microsoft® Office 365 support (E3 and E4) Grid to Microsoft Excel®

  34. Microsoft SharePoint® Online Doc share Upload to SharePoint Attachments

  35. Business Analyzer (BA) • Dashboard • Displays Microsoft SQL Server® Reporting Services (SSRS) reports • Collaborate through Microsoft Lync® • Deploys independently

  36. Quick Query report generation • Report generation wizard • Creates and deploys Microsoft SQL Server reports • Summary • Detail • Drill-down capabilities • Links to Microsoft Dynamics SL screens • View reports in BA

  37. VBA Customizations

  38. VBA customizations as source • Check box in Export Customizations screen

  39. Export VBA customizations as source OFF ON

  40. Web Services • Connect custom or third- party applications to Microsoft Dynamics SL: • Project time entry • Project expense entry • Now support • Document attachment • Project notes Web Services

  41. Microsoft Dynamics SL Surround Project Roles For mobile devices Web Services

  42. Financial reporting • Microsoft Management Reporter • Management Reporter 2012 for Microsoft Dynamics ERP with Rollup 5 • Datamart for faster report processing • Posting reports to SharePoint site • Microsoft FRx® • Still supported for Microsoft Dynamics SL 2011 FP1

  43. System requirements • Operating system • Windows Vista® Service Pack 1 or later versions • Windows® 7 • Windows 8 • Windows Server®2008 or Windows Server 2008 R2 or later versions • Windows Server 2012 • Microsoft SQL Server • SQL Server 2008 SP2 or later versions, Standard or Enterprise edition • SQL Server 2008 R2 or later versions, Standard or Enterprise edition • SQL Server 2012 or later versions, Standard or Enterprise Edition

  44. User manuals • User Guides for Microsoft Dynamics SL 2011 FP1 • User Guides for Business Portal for Microsoft Dynamics SL 2011 FP1 • Create custom User Guides • Contact your partners to discuss

  45. Service series special pricing • Add multiple customer IDs to create a group in Customer Site Group (SD.041.00)

  46. Service series special pricing • Special pricing revisions can also be entered in Site – Special Pricing Revisions (SD.042.00)

  47. Pricing enhancement Special pricing has start and end date Multiple special prices active at one time Invoice line entry will choose best price to your customer

  48. Summary • Microsoft Dynamics SL Feature Pack 1 available now! • Global enhancements • Service enhancements • Project enhancements • Business Analyzer • Quick Query SSRS report builder

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