MICROSOFT DYNAMICS GP 2016
WHAT’S NEW DEMO

GP2013
GP2010
GP2013R2
GP2015
GP2015R2
GP2016
GP2016R2

GP 2013 R2 GP 2015 GP 2015 R2
2014 H1 2014 H2 2015 H1 2016 H1 2017
Service Based
Architecture (SBA)
Functionality
Identity
Management 2.0
Workflow 2.0
BA on multi-
platforms
(Windows, Apple
& Android)
All in One Doc
Viewer
AP Inv Approval
Time Mgmt App
Automated
Provisioning for
Azure
Top features
requested by
customers
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 features
requested by
customers
GP Workspace in
Office 365
Functionality
Requisition
Management
Identity
Management 1.0
Workflow 1.0
GP 2016 R2
Functionality
and technology
releases
Top features
requested by
customers
GP 2018
Top features
requested by
customers
GP Next
2018
Microsoft Dynamics GP RoadMap

On your terms

GP Licensing
Changes

Foundation Enhancements

Companies Offline
1. Take companies offline for
maintenance
2. Send a default or custom message
to the users
Administration  Utilities  System  Take
Company Offline

Document Attachments
1. Attach Documents
2. Flow from Master records to Transactions
3. Delete Attachments (Password)
4. Scan Documents using WIA Scanner
5. Scan multiple Pages
6. Send Attachments in Email
7. Storage of Attachments in SQL DB
8. Note Window OLE replaced with Document Attach
Microsoft Dynamics GP >> Tools >> Setup >> Company >>
Document Attachment Setup

Email Functionality
1. Send Documents in Email Messages
2. In SO, Sales BO and PS documents
3. In RM, Customer statements
4. In PO, PO Documents
5. Short, Long, other Format types
6. Through Email Templates
Microsoft Dynamics GP >> Tools >> Setup >> Company >>
Document Attachment Setup

Home Page
1. Remember user name, Company and
password
2. Outlook Area Removed
3. Customize Home Page to choose no of
columns
4. Customize Area Pages
5. Replaced with Business Analyzer Metrics

Desktop Action Pane

Installation and Deployment
1. Naming System Databases
2. Naming Sample Company DB
3. Report Deployment (Sub Folders)
4. Customize Area Pages
5. Analytical Accounting Now sub feature of
Fixed Assets
6. Web Client SQL Server Login

Lookups
• Items lookup window
• Employees lookup window
• Customers and Prospects lookup
window
• Salespeople lookup window
• Vendors lookup window
Default Sort order saved per user, per company

Copy User Settings

Batch Edited by Another User –
Name Display

Microsoft Azure Storage
Backup and Restore Data from
Azure Storage

Reporting
1. Select Printer when printing
2. Print Reports from Maintenance windows
3. Print Reports from Transaction windows

Security

Smart list – New Favorites Pane

Smart list – Debits before Credits

Smart list – Default SL Visibility

Smart list Designer

Smart list Designer Workflow

Export/Import Smart Lists

Export Numbers to Excel as Numbers

Create SL from Favorite using
Designer

Smart List Favorite Protection

Smart List Designer Favorites in
Advanced Lookups

All-in-One View
• Sales All in One View
• Purchasing All in One View
• Inventory All in One View

Word Templates
• Financial
• Sales
• Purchasing

Navigation to Management Reporter
• New navigation list for
Management Reporter
• View, Edit and Create MR
Actions

Workflows
• Native Dynamics GP
Workflow Engine
(Replaced SP WF)
• Workflow Delegation
• 8 Workflows Available
• Include Workflow condition
Management
• Document Attachment
• Word Templates
• Reassignment Notifications
• Workflow Calendar
• Email Notifications
• WF History

• Multi-browser (IE,
Chrome, Safari,
Edge)
• Multi-device
(Windows, iPad,
Android)
• New HTML
controls
• Fresh, new UI
• Window Search
• Navigation, color,
etc.
New Web Client
Click through demo: https://aka.ms/gp2016ipad

Business Analyzer
Cross device
application –
Google, Apple,
Windows
Key reports can
be pulled from:
MR, SRS &
Excel
Role Based

• Power BI reports
rendered on home
page for web client
• Click on report to
go directly out to
your Power BI site
Power BI on Web Client Home page

• Pre-Built
• GP Dashboards
• Workspace App
in Office 365
• Inventory
• Sales
• Purchasing
• Financials

Microsoft
Dynamics
GP iPad
Web Client
Click through demo: https://aka.ms/gp2016ipad

• GP
Dashboards
• Workspace
App in
Office 365

General Ledger Enhancements

Year End Closing • Clear Balances of Unit Accounts During year
End Closing
• Keep Inactive Accounts with Zero Balances
During year end Closing
• View Status during year end close
• Reverse Year End Closing

Unit Accounts
• Clear Balances of Unit Accounts
During year End Closing
• view period balances and net
change balances for the selected
account

GL Batch Approval Information
• Track batch approval information for a
General Ledger general journal batch in
addition to the posting information
• APRVLUSERID and APPRVLDT are
stored in GL20000 and GL30000
• Use Smart list Designer to add those
columns

Reconcile Sub ledgers to GL
• Reconcile Sub ledgers to GL for the
following
• Payables
• Receivables
• Bank Reconciliation
• Reconciliation can be saved

Copy Posted Journal Entries
Copy Analysis Information assigned to
posted transactions in GL

Copy Journal Entries from Excel
Copy from Excel and Paste into GL
Transaction Entry eliminating Data
Entry

Enable GL Reporting
• Control GL Reporting for MR
through Company setup
• Control AA Reporting for MR
through Company Setup

Combine or Modify COA
Using PSTL Change your COA within
the applicable account framework

Combine GL Inquiry
Combined GL Inquiry for History
and Open years

Distribution Line Display
Distribution Line Display opens
Expanded based on previous display
state

Roll Down Account Segment Setup
New Roll Down Account Segment
Description Functionality

Budget Import Exception Report

Intercompany Enhancements
• See Destination Company Accounts as well as offset accounts in JE
Inquiry window
• When IC Transaction is voided in originating company, Void is made
in destination company as well
• Intercompany FA Transfer

Intercompany Enhancements

Analytical Accounting Demo
and Enhancements

Analytical Accounting - Enhancements
• AA Transaction Lists in SL
• AA User Access Simplified
• Integrate with FA
• Pre-Activation Check
• Copy Analysis Information
• Copy PO, SO with Analysis
• Integrate AA with SOP Deposits and
Payments
• AA with landed Costs

Bank Reconciliation
Enhancements

Reconcile Statement
without Transactions
Reconcile a checkbook that has no transaction,
service charge, or income activity
Reconcile button in the Select Bank Transactions
window, a message appears, stating that there
are no transactions selected to be reconciled for
the checkbook
Choosing to continue with the reconcile process,
the last reconciled balance and the last
reconciled date are updated for the checkbook
with the bank statement ending balance and the
bank statement ending date

Reprint Outstanding Transactions Report
Financial  Reports  Bank
Posting Journals

Bank Reconciliation History Table
• Moves Reconciled
Transactions to History Table
• Financials  Routines

Fixed Assets Enhancements

Auto Asset ID Numbering
• Automatic Asset ID
Numbering by Asset
• Automatic Asset ID
Numbering by Asset Class

Fixed Asset Calendars
• Create multiple calendars in Fixed Assets.
• Base the calendar on the Fiscal Period
Setup window, the calendar year, or an
existing calendar year

Depreciation Enhancements
• Reverse Depreciation for all or
group of Assets
• Progress Bar for Depreciation

Posting In Detail to GL
General Ledger can be updated with
Fixed Asset Management transactions
in detail if you mark the Post in Detail
option in the Fixed Assets Company
Setup window

Edit Distributions Before Posting to GL
• Review or edit the account distributions for
a batch of Fixed Asset transactions before
creating the batch in General Ledger using
the Fixed Assets General Ledger Posting
window
• If the batch information is incorrect, you can
delete the batch in Fixed Assets
Management

Intercompany Asset Transfer
• Use the Fixed Assets Intercompany Transfer
window to transfer assets from one to a
different company You can transfer a single
asset or a group of assets.
• Asset setup information is transferred with
the assets to the destination company so
you don’t have to set up the assets in the
destination company.
• During the transfer, the asset or asset group
is automatically retired in the originating
company. You can only transfer assets within
the same instance of Microsoft Dynamics GP.

Intercompany Asset Transfer

Purchasing Enhancements

Void Transactions
• A field has been added to the Void Historical
Payables Transactions window and the Void
Open Payables Transactions window that
displays whether a payment has been
reconciled in Bank Reconciliation
• When you have credit memos or returns
applied to an invoice, and want to void an
payment that is applied to the same invoice,
the credit memo or return is automatically
unapplied from the invoice and can be
reapplied as needed.

Combine or Modify Vendor IDs
Combine a vendor ID (the source vendor ID) with
another existing vendor ID (the destination vendor
ID) using the Vendor Combiner and Modifier
window
Purchasing  Utilities

Sales Enhancements

Apply Unposted Cash Receipts
Apply unposted cash receipts to transactions in
the same currency as the cash receipt.

View CheckBook ID
Cash receipts Inquiry Zoom window

Combine or Modify Customer IDs
Combine a customer ID (the source ID) with another
existing customer ID (the destination ID) using the
customer Combiner and Modifier window
Sales  Utilities

Deposit Cash Receipt Batches
Automatically
Single Deposit entry for a cash receipts batch

Thank You
Q&A