Microsoft Dynamics® GP 2010 R2: Feature Overview

Theresa Nistler Jamie GrantSenior Program Manager Program Manager IIMicrosoft Corporation Microsoft Corporation

CSGP30-R1

People EcosystemProcess

Microsoft Dynamics GP 2010 R2

Enhance Insight

Extend Connections

Make ItEasier

People EcosystemProcess

Contextual BIBusiness Analyzer

Word TemplateGenerator

E-mail Customization Tool

RapidOpen Data MigrationLync Action Shortcuts

Concur Travel and ExpensePayment Services

“Enhance Insights” Features

Business AnalyzerSimplify Report deployment

Microsoft® SQL Reporting ServicesAdditional reports and metricsNew map reportsMulti-company reportsMulti-application reportsAdditional drill down reports

Business Intelligence Refresh Report Builder/Microsoft®

Dynamics GP IntegrationBusiness Portal additional reportsMicrosoft® Excel report bulk deploymentMulti-company Microsoft® Excel reportsDrill down to SmartListDrill down to Extender Windows

List of SQL Reporting Services Reports256 total reports – 64 new

FinancialAccounts Payable Days Outstanding DetailAccounts Receivable Days Outstanding DetailCheckbook Balance by MonthCurrent BalanceDebt to Equity DetailGL Category DetailsQuick Ratio DetailReceivables Turnover DetailUnreconciled Transaction Balance

SalesCustomer YTD Sales by TerritoryCustomer YTD Sales by Territory DetailNet Sales versus Cost of Goods Sold DetailSales Per Month DetailSalesperson YTD Commissions by StateSalesperson YTD Commissions by State DetailTop Backordered Items DetailTop Customer Balances DetailTop Items Quoted by AmountTop Items Quoted by QuantityTop Returned Items DetailTotal Sales YTD DetailTotal Sales YTD Transaction Detail

PurchasingPurchasing Late ShipmentsPurchasing Late Shipments Detail

InventoryHistorical Inventory Trial Balance DetailHistorical Inventory Trial Balance Summary by AccountHistorical Inventory Trial Balance Summary by Item

ManufacturingLate MOs DetailTop MOs with Production Variances DetailTop MOs with Standard Cost Variances DetailWork Center Load Detail

PayrollEmployee Earnings HistoryEmployee List by Pay CodeVacation and Sick Time Available

Multi CompanyGross Profit YTDTotal Expenses KPITotal Revenue KPICost of Goods Sold KPIReceivables AgingTop Returned ItemsTotal Sales YTDSales Per MonthTotal Purchases per MonthTotal Payables per MonthPayables AgingTop Items by Purchasing Shipment Quantity

Human ResourcesEmergency ContactsEmployee AnniversaryEmployee BirthdayOrganizational TreePosition HistoryRequisition Information

Field ServiceCompleted RMA Cost YTDCompleted RMA Cost YTD DetailContract Revenue YTDContract Revenue YTD DetailOpen RMA Count by Return TypeOpen RMA Count by Return Type DetailOpen Service Call Count by Service TypeOpen Service Call Count by Service Type DetailReady to Ship RTV Count by RTV TypeReady to Ship RTV Count by RTV Type DetailTop Completed RMA Count By ItemTop Completed RMA Count By Item Detail

“Make it Easier” Features

E-mail E-mail support for all Option based ReportsSubstitute fields in for E-mail MessagesE-mail Notification Enhancement

PerformanceList Performance Enhancements

Fixed AssetsFixed Assets Integration with Reporting Ledgers

Analytical AccountingBudget roll up

Electronic SignaturesElectronic Signatures – allow signature window to close while waiting for approval

Field ServiceTech Stock ReplenishReturn to Vendor (RTV) Pack Slip ReprintReturn Management Authorization (RMA) Traveller automatically print on RMA ReceiptAssign Preventative Maintenance (PM) Schedules to Range of Items or Item ClassesContract Line HoldEquipment Suppression for Existing Service Call

Collections Management Default Subject for Collections E-mailsAttach Collection Notes to Credit DocumentsLetter Functions to Print Credit Documents

“Make it Easier” Features

Extender and the Builder SeriesDisplay Matched table as Field – SmartList, Navigation List, Excel ReportBlank Value in Matched Fields – SmartList, Navigation List, Excel ReportDisplay Company As FieldGo To EnhancementsMatched Table IndicatorUpdate Multiple Field SettingsIcon for Table TypesDefault Column Ordering for Excel Copy Lists between Extender Objects

Microsoft® Word TemplatesWord Templates for Sales Returns

List View Performance Enhancements

Lists have been re-architected so the information will appear more quicklyAs 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 SignatureUpon approval the user can open the from the notification message and save changesNew functionality allows user to continue to work uninterrupted and return to save changes at later time

“Extend Connections” Features

Business AnalyzerInitiate Task from MetricMicrosoft® Lync™ Action Shortcuts

Business Portal Additional External Lists Reports Center Enhancements

ExtenderAdd Microsoft® Dynamics GP Forms to Extender MenusAdding Unified Communications to Extender Forms

OtherCollections Report List IntegrationConcur Travel and ExpensePayment Services

External Lists

The following external lists have been createdCustomer (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)ProjectsPosting AccountsManufacturing Order (Pick List Items, Order Route Steps)

Microsoft Dynamics GP 2010 R2 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

MetricsNew Map Multi-Company Reports

Multi-Application Reports

Additional Drill Down Reports BI Refresh Report Builder/Microsoft® Dynamics GP

IntegrationSubstitute fields in for E-mail Messages E-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 Up

Business Portal

Additional Role Centers

Additional External Lists Additional SRS Reports Reports Center

EnhancementsDexterity EnhancementsTeam 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

ReportGo 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 Documents Collections Report List Integration

Date Effective Tax Rates

Jgrant@microsoft.com Tnistler@microsoft.com

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