Microsoft Dynamics GP and Management March Madness Lunch & Learn - - PDF document

microsoft dynamics gp and management march madness lunch
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Microsoft Dynamics GP and Management March Madness Lunch & Learn - - PDF document

Microsoft Dynamics GP and Management March Madness Lunch & Learn 2012 Reporter Future Roadmap Martin and Associates March Madness - Lunch & Learn Dynamics GP 2010 R2 and Beyond Microsoft Dynamics GP Roadmap Future


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Microsoft Dynamics GP and Management Reporter Future Roadmap March Madness Lunch & Learn 2012 www.martinandassoc.com 1

Martin and Associates March Madness - Lunch & Learn

  • Dynamics GP 2010 R2 and Beyond
  • Microsoft Dynamics GP Roadmap
  • Future Considerations
  • Management Reporter 2012
  • FRx Migration to MR

Martin and Associates

  • Microsoft Dynamics GP 2010 R2

Enhance Insight Extend Connections Make It Easier

  • Contextual BI

Business Analyzer

Word Template Generator

Email Customization Tool

Rapid

Open Data Migration UC Action Shortcuts Concur Travel & Expense Payment Services Martin and Associates

Dynamics GP 2010 R2 Feature List

Additional Analytical SRS Reports Multi-Company Reports Team Foundation Services Source Provider (Dex) Script Editor Names window enhancements (Dex) Default Column Ordering for Excel Report Builder Multi-Application Reports Email support for all option based reports Adding UC to Extender Windows BI refresh and completion of a drill down reports New SSRS metrics Tech Stock Replenish Report Builder/Dynamics GP integration New Map Reports Word template generator New BP Role Centers (Pages) Word Templates for SOP Returns Enter Default subject for emails RTV Pack Slip Reprint Attach collection notes to Credit documents Additional letter functions to print credit documents Contract transfer approval workflow Rapid Migration –Master records from Excel Ability to initiate task from metric Re-write report deployment Group Excel Reports Display Company As Field Blank Value In Matched Fields Excel Report Bulk Deployment Multi-Company Excel Reports Display Business Analyzer tasks in communicator Add GP Forms to Extender Menus Virtual Lists - new virtual lists in BP Equipment suppression for existing service call Substitute fields in for email messages Business Analyzer Allow ELS windows to close while waiting for signature approval Rapid Configuration – select by module Email Notification Enhancement List Performance Enhancements Assign PM Schedules to range of Items or Item Classes RMA Traveller automatically print on RMA Receipt Remove MOSS dependency for BP Report Library Allow Users to Copy Lists between Extender Objects Adding Drill Down to Extender Windows Contract Line Hold Martin and Associates

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Microsoft Dynamics GP and Management Reporter Future Roadmap March Madness Lunch & Learn 2012 www.martinandassoc.com 2

  • Visual Refresh of Reports
  • Initiate Task from a Metric
  • Report Builder Integration
  • Filter Company and Date
  • Multi-Application Reports (6)
  • Multi-Company Reports (12)
  • Virtual Lists
  • Centralized Report Center
  • Exporting SRS Reports

Martin and Associates

  • Create email text to be

sent with attached document.

  • Add substitute fields for

mail merge type functionality.

  • Add additional people cc
  • r bcc with email.
  • Copy Email Setups to
  • ther documents.

Martin and Associates

SQL Reporting Services Reports

  • Employee Anniversary
  • Employee Birthday
  • Employee Earnings History
  • Organization Layout
  • Detailed Employee List by Pay

Code

  • Historical Inventory Trial Balance

Enhanced Insight

Martin and Associates

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Microsoft Dynamics GP and Management Reporter Future Roadmap March Madness Lunch & Learn 2012 www.martinandassoc.com 3

SQL Reporting Services Charts and KPI’s

Over 50 New SRS Reports within Financials, Purchasing, Field Service and HR/Payroll

Martin and Associates

  • View information and

perform tasks from your desktop or within full client

  • Perform Actions: Edit

Report, Copy Report, Lync Messaging

  • Lync Integration. View

presence and take action

  • Report Package

Deployment

Martin and Associates

General

  • Navigation List Performance –

380% faster

  • Word Template Generator
  • SOP Return Template
  • Report Deployment
  • Payment Services
  • Email Virtually Any Report
  • Report Copy
  • Electronic Signatures

Improvements

Martin and Associates

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Microsoft Dynamics GP and Management Reporter Future Roadmap March Madness Lunch & Learn 2012 www.martinandassoc.com 4

  • Bulk Deploy in Excel Report

Builder

  • Set Default Column Order in

SmartList Builder

  • Add custom drill downs in

Drilldown Builder

Martin and Associates

Field Service

  • Tech Warehouse Restock
  • Assign PM Schedules to Items
  • Equipment Supersession Disallowed
  • Contract Line Hold
  • Returns Management
  • Reprint RTV List
  • RMA Traveler Auto Print

Martin and Associates

Customizations and Deployment

  • Team Foundation Server (TFS)
  • Dynamics Synch Utility
  • Names Window
  • Simplified Report

Deployment

  • Business Portal Migration

Martin and Associates

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Microsoft Dynamics GP and Management Reporter Future Roadmap March Madness Lunch & Learn 2012 www.martinandassoc.com 5 Extender

  • Add Dynamics GP forms to Extender

Navigation

  • Add Lync Presence to Extender Windows
  • Copy Lists between Extender Windows
  • Drill down to Extender Windows
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Microsoft Dynamics GP and Management Reporter Future Roadmap March Madness Lunch & Learn 2012 www.martinandassoc.com 6

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Microsoft Dynamics GP and Management Reporter Future Roadmap March Madness Lunch & Learn 2012 www.martinandassoc.com 7

  • More Visibility

Less Effort More Collaboration

  • Financial Report Comments

Missing Account Analysis Report Library – Single or Multi-location Report Scheduling Rolling Forecast Reporting Dimension Sets

Martin and Associates

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Microsoft Dynamics GP and Management Reporter Future Roadmap March Madness Lunch & Learn 2012 www.martinandassoc.com 8 Migration: FRx to MR

  • Migration clears Management Reporter

database – Please export any reports prior to migrating

  • http://www.frxbuzz.com/frx-management-

reporter-news-availability-migration- performance/#more-2691

  • http://www.calszone.com/documents/mana

gement-reporter-migrate-frx.pdf

Martin and Associates

March Madness Lunch & Learn

Questions

  • Thank you for attending
  • Mike.White@martinandassoc.com