Michael Marinaro and Anusone Saenphimmachak deliver essential time-saving tips and tricks in this user group recording.

1. MICROSOFT DYNAMICS GP
USER GROUP

2. DID YOU KNOW?
There’s an on-demand recording of
this user group on our website.
WATCH IT HERE

3. Brian Wortman
Account Executive with
Gross Mendelsohn’s
Technology Solutions Group

4. Michael Marinaro, CPA, MCTS
Principal and Systems Consultant
with Gross Mendelsohn’s
Technology Solutions Group

5. Anusone Saenphimmachak
Systems Consultant with
Gross Mendelsohn’s
Technology Solutions Group

6. Today We’ll Cover
1. What’s new with Microsoft Dynamics GP 2018 and GP 2018 R2?
2. When to consider moving Microsoft Dynamics GP to the Cloud.
3. How to get better insights from Microsoft Dynamics GP and other
integrated software.
4. How to connect software, such as Excel and CRM, to Microsoft Dynamics
GP.

7. What to expect from
Dynamics GP in the future?

8. 2016 H1
Microsoft Dynamics GP Roadmap
2017
Power BI: OData
2.0
Home page refresh
Web client
evolution
Top features
requested by
customers
GP 2016
2016 H2
Enhanced user
experience for web
client
Multiple browser &
device support for
web client
Workflow 3.0
PowerBI: Odata 1.0
Top feature
requests
GP 2016 R2
Workflow 4.0
Doc attach
Fin/HR
optimization
Power suite
Top feature
requests
GP 2018
Ongoing
development
Intelligent Edge
enhancements
Top features
requested by
customers &
community
GP ‘Next’
2018 2019
Ongoing
development
Intelligent Edge
enhancements
Top features
requested by
customers &
community
GP ‘Next’
2020 +
Intelligent Edge
Financial
enhancements
Purchasing
usability
Sales optimization
Top features
requests
GP 2018 R2

9. With new features and integrated
software available, it’s clear that GP
isn’t going anywhere, anytime soon.

10. User Interface Upgrades
• Unique passwords for SmartList favorites
• Shortcut to SmartList on the web client
• Auto-complete on the web client
• Bulk update master records from navigation lists

11. Core Financials Upgrades
• Monthly recurring batches
• Transaction level post through
• Additional sorting options on RM and PM inquiry windows
• Additional sorting options on bank reconciliation
• Duplicate check numbers
• Hide inactive checkbooks
• Copy users across AA dimensions

12. Purchasing Upgrades
• Checkbook ID defaults on PM batch
• One check per vendor/invoice option now set at the vendor level
• Save payment settings for building payment batches
• Payables windows renamed from “check” to “payment”
• Vendor document number now on all-in-one view
• Visual warning when vendor is on hold

13. Sales Upgrades
• New SmartList for customer deposits
• Print (2018) and email (2018 R2) customer statements from customer
card and inquiry
• Retain ship-to-address name when modifying/combining customers
• Print and email sales documents at the same time
• Sales order transaction navigation list-print document option for
functional or originating currency

14. Distribution and Supply Chain Upgrades
• Purchase order generation list opens with newest POs
• PO information displayed for requisition originator
• Print purchase requisition
• Display hold status in the sales transaction entry

15. Distribution and Supply Chain Upgrades
• Allow partial purchase on a requisition
• Additional formats for emailing purchase orders
• Exclude items on HITB with zero quantity or value

16. Payroll Upgrades
• Roll down payroll setup options from setup to inactive records
• Turn off garnishment reports in posting setup
• Change the department code in all data tables
• Restrict inactive deduction and benefit codes in lookup windows

17. Payroll Upgrades
• Advanced wellness and health insurance integration
• Total FICA due shows on payroll check register report
• Start and end dates for pay codes
• Shared maximums for benefits and deductions

18. Workflow Upgrades
• Reminder emails
• Copy workflow steps
• New reporting for workflow status and history

19. Workflow Upgrades
• Additional fields available in vendor approval, including:
• Vendor account number
• Comments
• Vendor class
• Payment priority
• Vendor EFT bank

20. Workflow Upgrades
• New workflows available, including:
• GL accounts
• PO receipts
• PO invoices
• Sales transaction workflow

21. System Upgrades
• Password length to 21 characters
• Password expiration notification
• Hide business analyzer for all users
• Login remembered in system manager

22. System Upgrades
• Comprehensive document attachment
• BI enhancements
• New ODATA service
• Power BI content pack
• Intelligent Cloud insights

23. Why Move Microsoft
Dynamics GP to the Cloud?

24. Corporate
initiative to move
to the Cloud
1

25. Access from remote
locations and
multiple devices
2

26. Less infrastructure
to maintain on
premise
3

27. Workforce
scattered across
multiple offices
4

28. Take advantage of
some of the latest
AI and BI insights
and technologies
5

29. What are my options?

30. Move to a Cloud
infrastructure like
Microsoft Azure
1

31. Host virtual application and
database servers in the Cloud
Configure the Microsoft
Dynamics GP web client and/or
remote desktops to access GP
Retain control and responsibility for
maintaining your environment

32. Work with one of several
Microsoft Dynamics GP
hosting partners
2

33. One time migration of your GP
databases to the hosting provider
All server infrastructure is maintained
by the hosting provider
Different vendors have
different features

34. Several people have asked
us about Microsoft’s newest
Cloud solution…

35. Dynamics 365
Business Central

36. Dynamics 365 Business
Central is a full-cloud ERP
solution from Microsoft

37. It has built-in business
intelligence insights and
dashboards on the “my
business view” screen

38. It offers artificial intelligence
machine learning and
business intelligence
capabilities to give insight
into your data

39. It’s an easy way to turn
insights into actions

40. If the Cloud isn’t for you,
there’s another solution
that may help you get more
out of your ERP data

41. Intelligent Edge

42. Intelligent Edge
Cloud service that syncs data
between an on-premise solution like
Dynamics GP and Dynamics 365 BC

44. Intelligent Edge and
Intelligent Cloud
Insights

45. Hybrid on-premise/full Dynamics 365
Business Central solution

46. Connectors are available for Dynamics GP
and Dynamics NAV on-premise solutions

47. QuickBooks connectors will be available for
Dynamics GP and Dynamics NAV

48. Dynamics 365 Business Central users can
see data in the Cloud and take advantage
of AI and BI

49. Dynamics GP on-premise users can see the
Dynamics 365 BC insights on their home
page in GP

50. 20 Tips in
20 Minutes

51. Tips & Tricks Recap
1. Creating quick links
2. Cash receipt lookup customer by invoice number
3. Adding customer/vendor name to GL transaction SmartList favorites
4. Change user preferences from enter to tab key
5. Simplify GP user navigation
6. Reminders and task
7. Navigation lists
8. Assigning function keys to shortcuts
9. Fixed asset groups for mass changes
10. SmartList export solutions

52. Tips & Tricks Recap
11. Merge customer/vendor accounts
12. Doc date verify
13. Unreconciled bank transactions list using SmartList
14. Refreshable excel
15. Excluding inactive vendors/customers from lookup window
16. PSTL receivables transaction un-apply
17. SmartList builder report using SQL views
18. Copy/paste from Excel to GP journal entry
19. Advance lookup setup
20. Fastest way to build payables check batch

53. Get more out of
Microsoft Dynamics GP
with integrated software

54. Use SmartConnect for easy
software integrations

55. Integration tool for Dynamics GP for
integrations to Dynamics 365 CRM, Dynamics
365 BC, Salesforce, and more

56. Faster and cheaper replacement to
the integration manager

57. No code transformations
and imports required

58. Automated import routines either based
on a scheduled or an event trigger

59. Integrate directly from Excel
or a SmartList

60. What is
SmartConnect.com?

61. It’s a new tool to run integrations
directly in the Cloud

62. It’s useful for hosted applications like
Salesforce, Concur, Dynamics 365
CRM, and Dynamics 365 BC

63. There are limitations on tasks that can
run before and after integrations

64. There is currently no GP
connector for import

65. Michael Marinaro
mmarinaro@gma-cpa.com
410.598.9135
Brian Wortman
bwortman@gma-cpa.com
443.835.6742
CON TACT US
technology-solutions.gma-cpa.com
Anusone Saephimmachak
anusone@gma-cpa.com
410.215.9975