Introduction Demo

1. Demo Script: MSFT-IntroductionV2a
ntroduction Click Instructions Talking Points
1. Click Thanks for your interest in Microsoft
Dynamics GP Dynamics GP.
on tool bar
The goal of this introduction demo is to
showcase some of the key features and
benefits of Dynamics GP.
We will cover the ease use of the user
Click Here interface, look and feel of the application,
integration to the Microsoft platform,
reporting and executive dashboards.
Let's get started.
2. Click Here we see the Homepage. This home
Introduction page is tailored to your role. You can also
Demo easily adjustit to your own needs.
Click Here
A key goal of Dynamics GP is to help you be
agile and be more informed.
We want to focus and surface critical
information to the right person and the right
time.
We also want to provide an easy to use and
easily recognized user experience.
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2. Demo Script: MSFT-IntroductionV2a
3. Click Home I want to take a few minutes to show the
Click Here Page Review power of information at your fingertips.
We bring critical role tailored information in
a visual way to everyone in your
organization.
4. Click the Here we see a graph on our Home Page.
graph
Click Here This provides a real time data delivered to
your organization. This user configurable
panel allows you to add your own reports as
well as over 200 business intelligence
reports out of the box.
5. Click the To The role centerTo Do panel brings your work
Do panel to you
Click Here
You are just a click away from the tasks to be
completed today. And the ability to easily
add your own tasks.
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6. Click the I want to show how easy it is to tailor your
Click Here Tailor Home Home Page to suit your own needs and tasks
Page
7. Click the You can easily adjust the Home Page
Arrow beside dashboards to add your own reports, Tasks,
Click Here
the Metrics Reminders, and integration to Microsoft
Outlook.
8. Click the Red Here we seea complete list of reports that
X you can select to add to your dashboard. As
well you can add your own custom reports
Click Here to our standard library of reports.
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9. Click Screen Now I would like to take a quick look at one
Click Here
Navigation of our maintenance screens and how review
we navigate the system.
10. Click the Here we seethe standard customer window.
Click Here
Lookup icon Notice that we have highlighted fields Red to
indicate required fields.
The color Blue to indicate links to other
records.
The Magnifier icon is the standard lookup
function.
This will bring a list of records for you to pick
from.
11. Click the Red We see the list of customer records as well
Click Here X the ability to look up on a custom field.
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12. Click the We have lots of information grouped in sub
Options screens. Let’s click the options button of the
Button customer maintenance window.
Click Here
13. Click the Red Easy access to lots of additional fields and
X settings. Notice that we keep email contacts
for mail integration. It’s easy to email
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statements to customers.
14. Click the Red Let’s close this window.
X
Click Here
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15. Click Back on the Shortcuts bar lets show how
Proactive easy it is to setup proactive notifications.
Click Here Notifications
16. Click Red X In the reminders preference window you can
control what and when to be reminded.
It’s really easy to adjust the system to
Click Here
prompt you daily or days before an event is
due.
As well, the ability to show the number of
records that need to be processed and via
the visual cues.
17. Click I want to show you how we can extend
employee Dynamics GP to your entire organization
Click Here access through a browser.
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18. Click Red X Here we see Dynamics GP Business Portal.
Click Here Employees can access key information and
reports and interact with the system. Enter
things like purchase requisitions,HR
information or enter time sheets.
All through a browser interface.
19. Click exec I want to review our executive dashboards in
dashboards the Business Portal.
Click Here
We have many pre built dashboards that are
easy to expose in the portal or enhance for
your own needs.
20. Click red X Here is the executive center. This is where
Click Here you access our dashboards. This portal is
built with Microsoft’s SharePoint server.
We have 10 focus areas of dashboards. Each
with a series of relevant reports for those
business areas.
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21. Click Office Dynamics GP is tightly linked to Microsoft
Excel Office. I want to show how easy it is to pull
integration up a report in Microsoft Excel.
Click Here
22. Click Here we see Microsoft Excel. We opened
AARONFIT000 the Excel report with real-time access to
1 blue Dynamics GP.
Click Here underline
This is Excel refreshable report was created
to access data real-time.
Click on the blue link to drill back to the
customer record.
23. Click Red X Notice we have linked from excel to
Dynamics GP by automatically pulling up the
customer record in Dynamics GP.
Click Here
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24. Clicked Dynamics GP also provides inquiry only
Inquiry Only windows.
drill back This enables you to offer access to the
Click Here system to limit the access for certain users.
25. Click left VCR On the bottom left we see our navigation
button buttons. This is how one way can navigate
the system.
I want to go to the first record so I hit the
left VCR button.
Click Here
26. Select first Here we see the general ledger inquiry
record window.
The system tracks back to the source records
so we can always find out what’s going on
Click Here with the transaction.
Let's locate the source of the first record.
click on the first transaction in the grid.
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27. Click on The blue underline indicates the link.
Journal Entry
Click Here
28. Click Red X Let's close out this window
Click Here
29. Click Red X And this window to.
Click Here
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30. Click simple We have a really simple tool called Smartlist.
data access
Smartlist is in easy-to-use report builder.
Click Here Anyone can use this tool and be making
reports in the snap.
31. Click on the Here we see a smart list. The Smartlist tool
Excel button enables an end user to easily filter and
change the columns for their own custom
report.
Click Here
We find this is one of the most popular tools
in the Dynamics GP solution.
And of course we can export this to Excel
where you can enhance the report and share
with others in your organization.
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32. Click red X Dynamics GP opened Microsoft Excel
Click Here
automatically and sent the data real time
from Dynamics GP into MicrosoftExcel.
This enables you to snapshot data and
analyze it and share with your organization
at a point in time.
Of course, we could also have used an Excel
refreshable report and given real-time data
every time we run the report.
It’s your choice.
33. Click Red X Let's close out this window
Click Here
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34. Click work Let's see how Dynamics GP helps you
management organize your work for how you work.
A common request we get from our users is
Click Here
help me organize my work better. There are
lots of things happening in your day and lots
of interruptions. We want to help you
ensure that things don’t drop to the cracks.
35. Click Red X Here we see a list of work to be done sorted
by date and assigned to users.
Click Here These can be simple reminders or links into
Dynamics GP to specific screens or functions.
The right column shows the values in each of
these reminders. This is an easy way to stay
ahead of your workload.
36. Click critical I want to show you how Dynamics GP can
alerts automatically alert you when key metrics
exceed their targets.
Click Here We have an easy to configure alerting engine
built right inside Dynamics GP.
It allows you to send reports via e-mail
automatically.
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37. Click first VCR This is our business alerts configuration
button maintenance window.
Click Here
38. Click Red X This is a simple tool for your administrator to
configure business alerts.
It will help you design and build queries that
Click Here will run automatically and alert you to
exceptions delivered right to your mailbox.
39. Click easy to Dynamics GP is really too is easy to extend to
extend your specific needs data and process. We
screens have a built in tool called extender. The goal
of this tool is to enable you to add your own
Click Here fields to any screens in the system. This take
a look at this great tool.
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40. Click detail Here we see the extender window. We can
windows add the forms create new forms do lookouts
Click Here do dialog boxes even have macros. I want to
show you how old extended the customer
master record to add a list of software
modules purchased by this customer.
41. Click software Here we see a list of windows that are linked
modules to Dynamics GP windows. These are written
Click Here in the same tool is Dynamics GP and very
easy to add in customize. Let's look at the
software modules form.
42. Click screen Here we see the layout of the additional
Click Here navigation form that attach to the customer
maintenance window. We can add fields
lookouts dates check boxes all the things to
make a very highly interactive form. This is
linked off the customer master record. Let's
go see this form an action.
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43. Click Here we see the customer window and off
additional the edition also menu item we see are listed
menu item added forms linked to this record.
Click Here
44. Click software Notice we have a form “software modules”.
modules That's open this form.
Click Here
45. Click Red X Here we see a customer and fed his
purchasing advanced core module and 712
and a long-term version of 1.1 this is an
added form and added fields link to this
Click Here
customer records. You can have multiple
forms off the customer record for multiple
applications.
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46. Click Red X
Click Here
47. Click e-mail The Dynamics GP System links to e-mail.
integration Let's look at some of this e-mail integration.
Click Here
48. Click red X Here we can see that we can e-mail a
Click Here customer statement, print them or print and
send e-mail.
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49. Click built in Dynamics GP has a workflow engine built
workflow into it. It allows you to approve records
before they are completed. Let's take a look
at this workflow.
Click Here
50. Click Red X Here we see any mail that has been
approved for a purchase order. We sent an
e-mail to the approver and they proved the
Click Here
purchase order in SharePoint.
51. Click Dynamics GP has several options for
Dashboard reporting including executive dashboards.
reporting Let's look at his dashboard reporting. We
have dashboard reports in business portal,
reports in Dynamics GP in the home page,
Click Here and operational BI and within lists.
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52. Click web Let's take a look at executive dashboard
dashboards reports in business portal.
Click Here
53. Click red X Dynamics GP has over 200 dashboard
Click Here
reports that you can select in our Executive
Center. It's very easy to personalize the
reports in SharePoint. All the reports are
available across the entire system within one
source location. It's very easy to add your
own reports to this library.
54. Click Let's take a look at the power of business
operational intelligence at the operational genuine yet
but I tell you something fun level.
Click Here
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