Microsoft Dynamics ® GP 2010 R2: Feature Overview
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Transcript of Microsoft Dynamics ® GP 2010 R2: Feature Overview
GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
Microsoft Dynamics® GP 2010 R2:
Feature OverviewTheresa Nistler Mandy AntonySenior Program Manager Program Manager IIMicrosoft Corporation Microsoft Corporation
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People EcosystemProcess
Microsoft Dynamics GP 2010 R2Enhance Insight
Extend Connections
Make ItEasier
People EcosystemProcess
Contextual BIBusiness Analyzer
Word TemplateGenerator
E-mail Customization Tool
RapidOpen Data MigrationLync Action Shortcuts
Concur Travel and Expense
Payment Services
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“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
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Demo
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List of SQL Reporting Services Reports
256 total reports – 64 new 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
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
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“Make it Easier” FeaturesE-mail E-mail support for all Option based
Reports Substitute fields in for E-mail
Messages E-mail Notification EnhancementPerformance List Performance EnhancementsFixed Assets Fixed Assets Integration with
Reporting LedgersAnalytical Accounting Budget roll upElectronic 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 CallCollections Management Default Subject for Collections E-mails Attach Collection Notes to Credit
Documents Letter Functions to Print Credit
Documents
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“Make it Easier” FeaturesExtender 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 ObjectsMicrosoft® Word Templates Word Templates for Sales Returns
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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
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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
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Demo
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“Extend Connections” FeaturesBusiness Analyzer Initiate Task from Metric Microsoft® Lync™ Action ShortcutsBusiness Portal Additional External Lists Reports Center EnhancementsExtender Add Microsoft® Dynamics GP Forms to Extender Menus Adding Unified Communications to Extender FormsOther Collections Report List Integration Concur Travel and Expense Payment Services
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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)
GPUG Summit 2011– Las Vegas www.gpug.com
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Demo
GPUG Summit 2011– Las Vegas www.gpug.com
Microsoft Dynamics GP 2010 Feature ListBusiness Analyzer
E-mail support for all Option based Reports
Initiate Task from Metric Display Business Analyzer Tasks in CommunicatorSimplify Report Deployment
Additional SRS Reports and Metrics
New Map
Multi-Company ReportsMulti-Application Reports
Additional Drill Down Reports BI Refresh
Report Builder/Microsoft® Dynamics GP Integration
Substitute fields in for E-mail MessagesE-mail Notification Enhancement
Microsoft® Word Template Generator
Microsoft® Word Templates for SOP Returns
List Performance Enhancements Fixed Assets Integration with Reporting LedgersAnalytical Accounting Budget Roll UpBusiness Portal
Additional Role Centers
Additional External Lists
Additional SRS Reports Reports Center EnhancementsDexterity Enhancements
Team Foundation Services Source Provider
Script Editor Names window enhancements
Rapid Configuration – Select by Module
Rapid Migration – Master Records from Microsoft® Excel Concur Travel and Expense
Payment Services Display Company As Field
Display Matched table as Field – SmartList, Navigation List, Excel Report
Electronic Signatures – Allow ELS Window to Close While Waiting for Approval
Blank Value Matched Fields – SmartList, Navigation List, Microsoft® Excel Report
Go To Enhancements
Matched Table Indicator
Update Multiple Field Settings
Icon for Table Types
Drill Down to SmartList
Microsoft® Excel Report Bulk Deployment
Multi-Company Microsoft® Excel Reports
Default Column Ordering for Microsoft® Excel Drill Down to Extender
Windows
Copy Lists between Extender Objects
Add Microsoft® Dynamics GP Forms to Extender Menus
Adding UC to Extender Forms
Tech Stock Replenish
RTV Pack Slip Reprint
RMA Traveller automatically print on RMA Receipt
Assign PM Schedules to Range of Items or Item Classes
Contract Line Hold
Equipment Suppression for Existing Service Call
Default Subject for Collections E-mails
Attach Collection Notes to Credit Documents
Letter Functions to Print Credit DocumentsCollections Report List Integration
Date Effective Tax Rates
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[email protected]@microsoft.com