mygpcloud mobile for windows phone 7

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myGPcloud Mobile Now Available Hosting Microsoft Dynamics since 2000

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This presentation describes the new myGPcloud Mobile application for Windows Phone 7; free to myGPcloud users. http://mygpcloud.com/Mobile/mobile-wp.aspx

TRANSCRIPT

Page 1: myGPcloud Mobile for Windows Phone 7

myGPcloud Mobile

Now Available

Hosting Microsoft Dynamics since 2000

Page 2: myGPcloud Mobile for Windows Phone 7

myGPcloud Mobile provides secure, instant access to myGPcloud information in the form of easy to understand KPIs and Lists

Introducing myGPcloud Mobile

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Page 3: myGPcloud Mobile for Windows Phone 7

Data is accessed via your Window Mobile Phone

Data is available 24/7/365

Data is updated real-time to your mobile device

How do I access my data?

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Page 4: myGPcloud Mobile for Windows Phone 7

1. Cash Balances - Balances of all cash account checkbooks in the system.

2. Cash Receipts - All cash receipts received in the past week

3. Payments Due - All payments either past due, or due in the next 7 days

4. Combined Sales - Total sales broken down by today, current month, and then current year

5. New Orders - All orders placed in the past week

KPIs Currently Available

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Page 5: myGPcloud Mobile for Windows Phone 7

1. Device Installation2. KPI Security Access3. Mobile User Verification

Three Easy Steps to get Started

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Page 6: myGPcloud Mobile for Windows Phone 7

1. Visit the Zune Marketplace to install myGPcloud Mobile for Windows Phone 7

Remember to search for myGPcloud under the business application category. Installation of myGPcloud for Windows Phone 7 is no different than any other marketplace application.

Device Installation

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Page 8: myGPcloud Mobile for Windows Phone 7

Before a mobile user can begin using the application, the myGPcloud Primary User must grant KPI Access.◦ Browse to http://www.mygpcloud.com

KPI Security Access

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Page 9: myGPcloud Mobile for Windows Phone 7

1. Log into the site as the Primary Usera. Primary User has access to additional functionality

under “Account Management”b. Click on the View/Disable Users linkc. Click the “Mobile Access” button for a mobile userd. Click “Save” when you are all done to enforce the

security change

KPI Security Access Setup

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Page 10: myGPcloud Mobile for Windows Phone 7

myGPcloud must already be installed on the mobile device for this step to be available

Any user that wants to access myGPcloud using a mobile device must first register their myGPcloud user name with the specific device. ◦ This process must only be completed once per combination of user and device.

Mobile User Verification

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Page 11: myGPcloud Mobile for Windows Phone 7

Run myGPcloud on the mobile device by clicking on the Application or Start Menu Icons:

Mobile User Verification

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Page 12: myGPcloud Mobile for Windows Phone 7

Enter your myGPcloud user name and password into the correct fields

If you have not registered on the current device, you will be taken to the code verification page

Mobile User Verification

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Page 13: myGPcloud Mobile for Windows Phone 7

Click “Send Code” Enter the verification code Click “Verify Code”

Mobile User Verification

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Page 14: myGPcloud Mobile for Windows Phone 7

KPI List Page

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Users with rights to all KPI’s will see the following appear.

Users with limited access may only see certain KPI’s.

Each user may see all or as few as one KPI.

Page 15: myGPcloud Mobile for Windows Phone 7

Cash Balances

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Users will see all cash accounts set up as checkbooks within Dynamics GP

Negative cash amounts will be shown in red.

Page 16: myGPcloud Mobile for Windows Phone 7

Cash Receipts

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All cash receipts posted in Dynamics GP Cash Receipts module will be listed for the last seven days.

Users can scroll through each receipt

Page 17: myGPcloud Mobile for Windows Phone 7

Payments Due

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Users can view payables due in the next 7days.

Amounts “Past Due” will also be shown.

Users can scroll through each payable

Page 18: myGPcloud Mobile for Windows Phone 7

Combined Sales

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Combined Sales shows the sales for :

Today Month Year to Date

Sales must be posted in Dynamics GP to appear.

Page 19: myGPcloud Mobile for Windows Phone 7

New Orders

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Users can view new orders posted during the last 7 days.

Users can scroll through each new order.

Page 20: myGPcloud Mobile for Windows Phone 7

About Page

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Shows information about the myGPcloud Mobile application.

Click on the social media icons and be immediately directed to the corresponding myGPcloud site in Internet Explorer.

Give it a shot today!!

Page 21: myGPcloud Mobile for Windows Phone 7

myGPcloud Mobile

Hosting Microsoft Dynamics since 2000

www.myGPcloud.comwww.twitter.com/mygpcloud