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

GPUG Summit 2011– Las Vegas www.gpug.com

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


“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


Demo


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


“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


“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


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


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


Demo


“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


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)


Demo


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


[email protected]@microsoft.com

Microsoft Dynamics ® GP 2010 R2: Feature Overview

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