erp stream step 1 upgrade to msdyngp 2015 - m-hance three steps to microsoft success 2015
TRANSCRIPT
Where are you now?
8 – June 2004
9 – Nov 2005
10 – May 2007
2010 – May 2010
2010R2 – May 2011
2013 – Dec 2012
2013R2 – May 2014
2015 – Dec 2014
Microsoft Dynamics GP Roadmap
GP 2015
Functionality
Identity Management V2
Workflow V2
BA on multi-platforms (Windows, Apple & Android)
Service Based Architecture (SBA)
GP 2015 R2
Top features requested by customers
Partner tools to simplify provisioning
AP Approvals
All in one Document Viewer
Functionality and Technology Releases
Every six months
GP 2015 R3
Top features requested by customers
Workflow V3
Enhanced customer experience for Web Client
HTML5 Compliant Web Client
GP 2013 R2
Functionality
Identity Management V1
Workflow V1
GP Workspace in Office 365
GP 2013
Web Client
Functionality
Management
Tools
Hosting
Business Analyzer (BA) on Windows
Web Client Wave Releases
Functionality
RapidStart
BA Off Domain
On Azure
2013 May 2014 Dec 2014 Jun 20152012 2016 +Dec 2015
GP 2013 SP1/2
Integrate to other applications or services
Secure Access Use Windows or O365 Identity to authenticate. https protocol with
REST style API lets you build apps on many different platforms
Operation SecurityManaged within the GP application just like forms and reports
Discovery operations inform you of available operations and their syntax
Enhanced Interoperability gives developers additional capability to leverage the Microsoft Platform.
GP consumes and exposes services
Logic in any dictionary including ISV products can be exposed as service operations.
Microsoft Dynamics GP 2015 Identity Management
Log into Microsoft Dynamics GP Web Client using organisational account credentials
Copy User Home Page and Role
Copy Home Page Settings & Content to Other Users
Copy Area Page Settings to Other Users
Microsoft Dynamics GP Workflow
Microsoft Dynamics GP 2013 R2
PurchasingPurchase Order RequisitionPurchase Order Approval
ProjectTimesheet Approval
Microsoft Dynamics GP 2015
FinancialGL Batch Approval
PurchasingPayables Batch ApprovalCreditor Approval
SalesReceivables Batch Approval
ProjectExpense Report Approval
Payment Terms
• Due date option using transaction Date
• Add days to due date
• Additional due and discount options
• Options: Next month, months, month/day and annual
Payment Terms
• Due date option using transaction Date
• Add days to due date
• Additional due and discount options
• Options: Next month, months, month/day and annual
Navigation to Management Reporter
• New navigation list for Management Reporter reports• View, edit and create Management Reporter actions
• Company setup options• Control the data
that Management Reporter uses for General Ledger and/or Analytical Accounting reporting for each company
Management Reporter Integration Options
Edit E-mail for Historical Documents
Historical sales documents
Historical purchase orders
RM statements
Historical PM remittances
PM remittances
Refreshable Excel Reports
New functionality enables tighter integration with Smartlist Designer and Excel
Business Analyser 7
• Cross Platform
• Content Management Improvements
• Support for Management Reporter Content
What is right for your business?
Understand key requirements and objectives
What functionality are you missing out on?
Are you on a fully supported version?
Speak to us! We are here to help
Microsoft Dynamics GP 2015 Upgrade Considerations