Bill and Ed s Excellent Microsoft Adventure: Why Upgrade to Dynamics GP July 17, 2018

Transcription

1 Bill and Ed s Excellent Microsoft Adventure: Why Upgrade to Dynamics GP 2018 July 17, 2018

2 Housekeeping X GoTo Close any programs that are running on your computer (other than GoToWebinar) Use one monitor for the webinar If you experience visual or audio issues, please contact GoTo at gotowebinar/contactus If you have any issues, don t worry! We will send you the recording after the webinar. 2

3 Ask Questions! To ask our presenter questions, please use the GoToWebinar panel on your screen Please enter your question here and click SEND We will answer as many questions as time permits or follow up after the webinar Type your questions here! 3

4 Who Are Bill & Ed? Bill Vicino Senior Technical Consultant AKA Enterprise Solutions MCSE Certified with SQL Server DBA credentials, Bill has 20 years of experience installing, upgrading, and supporting Dynamics GP. He also has an extensive background in deploying and supporting applications in RDS, Citrix, and Azure environments. Ed Loubriel Lead Functional Consultant AKA Enterprise Solutions With a background in accounting, Ed has 22 years of experience in Dynamics GP consulting, implementation, and support, as well as conducting report analyses and design. 4

5 Agenda 1. Quick Introduction About AKA Enterprise Solutions 2. Dynamics GP Technological Advances 3. Dynamics GP New Features 4. Advantages of Moving Dynamics GP to the Cloud 5. Questions & Answers 6. Closing Call to Action 5

6 Quick Introduction About AKA Enterprise Solutions

7 About AKA Enterprise Solutions Who We Are 100% Microsoft focused, Gold Certified CRM, ERP, Cloud 8-time Finalist, Microsoft Dynamics Partner of the Year 13-time Member, INNER CIRCLE for Microsoft Dynamics 17-time President s Club Member 2018 Microsoft US Partner Award Winner Partner for Social Impact 125+ team members 250+ customers 25+ years in business What We Do HR Attract, Onboard, Hire to Retire ERP Enterprise Resource Planning Cloud Services CRM Customer Relationship Management BI Business Intelligence Industry IP DynamicsAdvantage 7

8 Dynamics GP 2018 Technological Advances

9 Remain Compliant Upgrading to Dynamics GP 2018 will help keep your organization compliant and on a supported ERP platform Mainstream support for GP 2013 ends 10/4/2018 Mainstream support for SQL 2008 R2 ends 7/9/2019 Extended Support for Windows 2008 R2 ends 1/14/2020 9

10 Take Advantage of New Technology Windows Server 2016 Offers: Improved security Virtualization enhancements New PowerShell functionality and integration New storage options for greater performance Enhanced stability 10

11 Take Advantage of New Technology SQL Server 2014/2016 and 2017 offer: Always-on/high availability enhancements Better performance and more efficient memory utilization Backup SQL directly to Azure URL (Get rid of tapes!!!) New SSRS interface 11

12 Dynamics GP 2018 New Features

13 GP 2018 New Features: DocAttach Document Attachment replaces OLE Notes in GP 2015 and beyond Documents are now stored securely in your company database and are backed up with SQL Server 13

14 GP 2018 New Features: WebClient HTML 5-based Web Client for GP 2016 and GP 2018 (goodbye, Silverlight): Dynamics GP 2018 runs on ios or Android, as well as in Chrome, Firefox, Safari, and nearly any other HTML 5- compatible browser! Still has some limitations like Integration Manager; VBA and some third parties don t support the WebClient 14

15 GP 2018 New Features: SSRS Enhanced SSRS Reporting with improved performance and many updated reports 15

16 GP 2018 New Features: Sort By Options Additional options for sorting in Payables and Receivables Inquiries 16

17 GP 2018 New Features: Payment Per Vendor/Invoice Option Option to build payments by vendor or by invoice on Vendor level 17

18 GP 2018 New Features: Password Protect Smartlist Favorites 18

19 GP 2018 New Features: One GL Inquiry for All Years GL Summary and Detail Inquiries show all years, open and closed 19

20 GP 2018 New Features: Workflow Enhancements Reminder s Workflow history report New Workflows for AP and GL Word templates for batch approvals 20

21 GP 2018 New Features: Power BI Integration 21

22 GP 2018 New Features: Continued! Save Build Payment Options in Payables Purchasing & Sales, all in one view Default Smartlist Visibility option (System, Company, User Class, or User ID) Print Purchase Requisitions Automatically update Deposits from Cash Receipts Budget Import Exception Report This Batch is Being Edited By User <XXX> (now tells you who is using batch) 22

23 Dynamics GP 2018 in the Cloud

24 GP 2018 in the Microsoft Azure Cloud Benefits Overview of Dynamics GP in the Cloud Easily upgraded Productivity anywhere Lower cost of ownership Always up Disaster assistance No IT maintenance costs Off site data storage 24

25 GP 2018 in the Microsoft Azure Cloud Dedicated Environment Leverage Microsoft Azure IAAS resources No shared resources Distinct Azure domain stand alone/self contained AKA takes ownership Backup plans and retention customizable and supplemented with independent offsite backups/retention policies (databases, files, and VMs) Patching and updates performed on your approval 25

26 GP 2018 in the Microsoft Azure Cloud One-Stop Support Full Dynamics GP application support Post issues, GP errors, report problems System Support Printing problems, login issues Support for customizations, integrations, and third party products 26

27 GP 2018 in the Microsoft Azure Cloud High Availability Your data is hosted in a state-of-the-art Microsoft data center with built in redundancy Almost no downtime for updates/maintenance 27

28 GP 2018 in the Microsoft Azure Cloud Fixed Monthly Fee Additional billing limited to consulting around projects like the implementation of new modules, reports, or the creation of new integrations to external systems. 28

29 GP 2018 in the Microsoft Azure Cloud Everywhere availability Can limit access to one or more office locations or public facing 29

30 GP 2018 in the Microsoft Azure Cloud On-Demand Environments Azure allows AKA to rapidly build out DEV/TEST/DR environments as needed Environments can be shut down and started ad hoc or on schedule pay for what you need 30

31 Questions & Answers

32 Closing Call to Action

33 Call to Action Interested in learning more? Contact your Customer Success Manager, Jenny Lowry or Steve Herbst, for your own copy of a detailed What s New GP 2018 PDF or to schedule a demo. Jenny Lowry Customer Success Manager AKA Enterprise Solutions jlowry@akaes.com Steve Herbst Customer Success Manager AKA Enterprise Solutions sherbst@akaes.com l

34 Jenny Lowry Customer Success Manager AKA Enterprise Solutions Steve Herbst Customer Success Manager AKA Enterprise Solutions