Your Microsoft Dynamics GP Product Management & Marketing team:
Errol Schoenfish
Pam Misialek
Jay Manley
Jen Dorsey
Gerice Anderson
Darrin Hawley
While this blog is technically "owned" by the Microsoft Dynamics GP Product Management and Marketing team, it truly belongs to ALL of those who call themselves a part of the Microsoft Dynamics GP community!
Unposted Cash Display in Collections Main
Module: Collections Management
Why this feature is cool!
For a collections manager, up-to-date customer data is vital. On the Collections Main window in Microsoft Dynamics GP, before making the call to collect, you can see any data that has been entered for that customer even if it is not posted. By adding the Unposted Cash to Collections Main, you will have all the information at hand when speaking with a customer.
What does it look like?
Collections Management Main Window (Transactions > Sales > Collection Main)
Hello all!
We are pleased to announce the availability of the Microsoft Dynamics CRM 4.0 Adapter For Microsoft Dynamics GP 10.0 Feature Pack #2! With this feature pack, comes the power of CHOICE! The significance of Feature Pack #2 revolves around the support for integration between Microsoft Dynamics CRM Online and Microsoft Dynamics GP 10.0 On-Premise. You now have the option of integrating your hosted Microsoft Dynamics CRM Online application with your Microsoft Dynamics GP 10.0 On-Premise application.
It is important to note: Customer’s who also have Microsoft Dynamics CRM 4.0 On-Premise integrated with (through the Adapter) Microsoft Dynamics GP 10.0 On-Premise can also install Feature Pack #2 as there are some additional fix’s for the Adapter included within Feature Pack #2.
Partners who have existing Microsoft Dynamics CRM 4.0 Adapter for Microsoft Dynamics GP 10.0 customers can download the Feature Pack #2 at the following location:
https://mbs.microsoft.com/partnersource/deployment/resources/productreleases/MDGP10_CRMAdapter.htm (Downloads Section)
NOTE: Microsoft Dynamics GP Partners will have to obtain Feature Pack #2 for existing customers (only available on PartnerSource.) Please remember for new customers, Microsoft Dynamics GP Partners STILL need to order the Microsoft Dynamics CRM 4.0 Adapter for Microsoft Dynamics GP 10.0 from the Microsoft Dynamics GP Price List even though it is free. Ordering the Microsoft Dynamics CRM 4.0 Adapter for Microsoft Dynamics GP 10.0 helps us keep track of who is registered for the Adapter.
NOTE: Existing Customers can just install the Microsoft Dynamics Adapter.msi over the top of their existing installation – NO NEED TO UNINSTALL OR UPGRADE. For new customers, the Microsoft Dynamics Adapter.msi already includes Feature Pack #2 so, just install the Microsoft Dynamics CRM 4.0 Adapter for Microsoft Dynamics GP 10.0.
Thanks!
Ben
Our team has fielded a number of questions from very eager Partners and Customers asking about the system requirements for Microsoft Dynamics GP 2010. I’m happy to report that the requirements posted to PartnerSource and CustomerSource last night! You can find them here:
CustomerSource: https://mbs.microsoft.com/customersource/documentation/systemrequirements/MDGP2010_System_Requirements PartnerSource: https://mbs.microsoft.com/partnersource/documentation/systemrequirements/MDGP2010_System_Requirements
The march to Convergence and the General Availability of Microsoft Dynamics GP 2010 is definitely on. We hope to see you all in Atlanta to help celebrate this great release!
AndyW
Unified Communications
Modules: Included in Payables Management, Purchase Order Processing, Receivables Management, Sales Order Processing, Collections Management, Invoicing, Field Service, Project Accounting, and Payroll
Have you had a question for the salesperson when entering a sales invoice? Have you played phone tag with a vendor to find out if they have an item in stock? Have you had a customer ask if they can send an order over an instant message?
For customers using Microsoft Dynamics GP 2010 and Office Communicator 2007, these tasks become easier and your employees will be more productive because now you can see the contact’s communicator status directly within Dynamics GP. If they show available, you can contact them directly through Office Communicator, start a video call, initiate a phone call, or choose to send them an email. And you can choose to create an order directly from an instant message conversation without having to navigate to the right window and enter the correct vendor or customer!
Presence on the Vendor Maintenance card (Cards > Purchasing > Vendor)
Communicator Actions:
GL Clear Recurring Amounts
Module: General Ledger
In the General Ledger of Microsoft Dynamics GP 2010, you can use a batch setting to make it easier to edit a recurring batch. With Clear Recurring Amounts, after you post a recurring batch, all of the journal entry line amounts are set to zero (0.00) but all the journal entry lines will remain.
Then, when you need to enter the amounts for the batch for the next time you post, you can easily see which journal entry lines have amounts and which ones do not. This will improve data accuracy and entry speed when editing GL recurring batches.
General Ledger Batch Entry (Transactions > Financial > Batches)
GL Recurring Journal entry after posting (Transactions > Financial > General)
Recurring Cash Receipts Batch
Module: Receivables Management
With Microsoft Dynamics GP 2010, you can setup a Cash Receipts Entry batch as a recurring batch type. This will allow users to very quickly post cash receipts such as fixed monthly payments received for services, utilities, or other common type of regular customer payments, without having to manually enter each cash receipt on a recurring basis.
When the recurring batch is posted, the transaction dates will be updated, but the payments themselves will stay. Next time you want to post, you can enter the apply information and post and the customer will be updated. This will work for standard payments received as well as RM EFT payments.
Receivables Management Batch Entry (Transactions > Sales > Receivables Batches)
And, that is has a ton of great information on it. Including technical stuff.
Blog: http://blogs.msdn.com/dynamicscpm/
The Management Reporter Landing Page has more information about Management Reporter as well. They are updating it almost daily with more information, so keep checking it for more.
Happy Reading!
Pam
General Ledger Budget Transactions
In many businesses, there is a defined budget process. Budgets are sent to departments, and then combined into a single budget for the next year. Once a budget is set, users want to formalize any changes against it. In Microsoft Dynamics GP 2010, you have the ability to track and formalize the budget change process with Budget Transactions.
Budget Transaction Entry (Transactions > Financials > Budget Transactions)
Budget Transactions Inquiry (Inquiry > Financials > Budget Transaction Summary)
Combining General Ledger Budgets
In many businesses, there is a defined budget process. Budgets are sent to departments, and then combined into a single budget for the next year. In Microsoft Dynamics GP 2010, you have the ability to easily combine multiple budgets into a single budget.
Combine Budgets (Cards > Financials > Budgets > Budget Maintenance)
Home Page Cues
Microsoft Dynamics GP Home Page
Home page cues extend the functionality of the To Do section. Now, in addition to showing reminders to tell a user when they need to act, you can make the reminder visual by displaying it as a cue. The number of items in the reminder will determine how tall the cue is. The display as cue checkbox is available for any reminder that is based on number of records.
Microsoft Dynamics Online Connect
Microsoft Dynamics Online Connect is hosted in the Microsoft Dynamics GP home page. Connect displays a series of slides to make the benefits of the Microsoft Dynamics Business Ready Enhancement Plan easily discoverable and accessible. Connect provides end users with the ability to do self-help support, get product information, and do training – right from the Microsoft Dynamics GP home page!
· Increase the value you receive from your Business Ready Enhancement Plan
· CustomerSource access is based on your Business Ready Enhancement Plan
· The CustomerSource site will be in the language you selected
· Connect is available to all users on the Home Page
· Content will be specific to your Home Page role
· Provides easier access to services, bringing it to the customers when and where they need it
· Removes extra steps and promotes training by displaying titles and availability
· Continuously updated to provide current, relevant information
I “re-ran” across this great program and wanted to make sure that all GP partners are aware of this tremendous opportunity in helping you promote your success. The program is located here. PartnerSource page. The program includes the ability for the partner get a placement on the Dynamics web site, a quote in their press release from a Dynamics executive, and publicity of their news through our blog The Edge and through our Social Media feed on Twitter.
Errol
Rapid Migration Tool: Peachtree Migration
Module: Rapid Implementation Tools: Rapid Migration Tool v2.0 (to be released)
Companies can now quickly transfer master records and open transactions from their Peachtree data file to their new Microsoft Dynamics GP company database. The Rapid Migration Tool v2.0 is a wizard-based tool, quickly stepping the user through the migration process.
Migrated data includes:
Rapid Migration Tool - Auto Number Accounts
Module: Rapid Implementation Tools: Rapid Migration Tool v1.1
When migrating from Intuit QuickBooks to Microsoft Dynamics GP, a valid account number for every account is required. Unfortunately, QuickBooks provides the ability to create a new account without requiring a number – often leaving many accounts with a name, but not a number. When importing this QuickBooks data into Microsoft Dynamics GP using the Rapid Migration Tool v1.1, the Auto Number Accounts feature will automatically assign a number when an account number is missing using standard chart of accounts formatting. The event is noted in the log file and the migration process continues without forcing the user to quit the migration and make changes to their QuickBooks data. The user may edit the number prior to importing into Dynamics GP should they prefer to modify it.
Log File example:
The preview window of the Rapid Migration Tool where Account Numbers can be edited prior to import:
Microsoft is excited to announce “Three Users for a Buck” - a Microsoft Dynamics (U.S.) promotion targeting growing and medium-sized businesses that wish to take advantage of the rich functionality, low cost of ownership, and rapid deployability offered by Microsoft Dynamics GP. The promotion allows customers to purchase their first three Advanced Management (AM) or Business Essential (BE) user licenses for $1 (US). This offer applies to new customers making their initial purchase of Microsoft Dynamics GP. The offer is effective Monday, March 15, 2010, and available until end of business day Friday, July 1, 2010, all new customers may be eligible to take advantage of this special offer. Please refer to PartnerSource for full details (click here for the PartnerSource Offer Page)
Consolidate Multiple Contracts into 1 Invoice
Module: Contract Administration
Even though you may have multiple contracts for any given customer, with the invoice consolidation for Contracts feature, you can now send out a single invoice that combines the billing from one or more contracts! Customers love this because they can renew and pay for all contracts from a single invoice. This means you don’t have to merge multiple contracts at renewal time in order to generate a single invoice to the customer. This feature works by consolidating all contracts using the billing customer’s address ID.
Let’s take the power of the consolidation feature one step further! If you use the Site layer in contracts, this feature allows you to produce multiple invoices from a single contract if desired! By setting the consolidate contracts flag at the customer extensions coupled with the ability to specify a billing customer address for every Site line (and change it at the contract line), this new feature allows you unlimited flexibility and control over contracts and invoices.
Customer Extensions window
Contract Billing Audit Trail report
Integration of Service with Payroll
Module: Service Call Management and Depot Management
The new Service integration to Payroll benefits Payroll users as well as Service users!
This exciting feature allows you to map a technician to an employee and optionally utilize the employee’s paycode rates to populate the cost for Service Labor or Depot Labor transactions. In addition, you can specify Service Work Types as ‘post to payroll’ and link them to existing paycodes in payroll. Each of the labor types in Service can have a default work type (travel, standard, overtime, etc.), but these may be overridden at any labor posting line. A new utility, “Post Service Labor to Payroll”, will feed the labor entries captured on Service labor, Indirect labor, and Depot labor into a Payroll Transaction batch. Details of the labor posting can be viewed and edited from expansion windows available from Service and Depot.
This feature is great for Techs because they will not be required to submit timesheets separately as their labor entries captured on Service calls can be fed directly into Payroll. It’s beneficial for accounting personnel who have traditionally had to enter time in for technicians for payroll purposes.
Tools > Utilities > Project > Service Utilities > Post Labor To Payroll
Microsoft Office Word Template Maintenance
Modules: Sales Order Processing, Receivables Management, Purchase Order Processing, Payable Management.
Building off the previous Microsoft Office Word Template feature of the day, this feature focuses on the maintenance aspect of the new Word form feature. With this feature you can:
Navigation: Reports>>Template Maintenance
Assign button:
REDMOND, Wash. — March 11, 2010 — Microsoft Corp. is offering midsize businesses looking to benefit from advanced functionality, easy interoperability with other line-of-business applications, and strong business intelligence reporting options a new incentive to switch from NetSuite to Microsoft Dynamics ERP. Companies in the U.S. can receive a credit of up to $850 for every NetSuite user that switches to either Microsoft Dynamics GP, Microsoft Dynamics NAV or Microsoft Dynamics SL. The new promotion is available until June 25, 2010. Businesses interested in learning more about the benefits and capabilities of Microsoft Dynamics ERP solutions can attend a free educational Web seminar on March 30 by registering at https://www.eventbuilder.com/event_desc.asp?z=g9q82p&p_event=2d5b0f03. They can also visit http://www.microsoft.com/dynamics/rightstep.
Companies Making the Move
Many organizations wanting greater efficiencies and an improved ability to manage change are looking to Microsoft Dynamics ERP solutions. Archipelago Learning, a leading subscription-based online education company, and Winshuttle Inc., the leading provider of Microsoft Excel-based business process improvement solutions for SAP users, recently upgraded to Microsoft Dynamics ERP from NetSuite. With Microsoft Dynamics ERP, Winshuttle now has the multicurrency management it needs, while Archipelago Learning has virtually eliminated time spent on basic integration issues.
“The interoperability with Microsoft SQL Server means the ease of moving data between our data warehouses is just fantastic. In the past, I’d have to extract data from NetSuite, deal with throttling limitations, and eventually get my work done days later,” said Ray Lowrey, executive vice president and chief technology officer, Archipelago Learning. “With Microsoft Dynamics GP, I don’t have to be on the phone with software support technicians, escalating problems to try to get them resolved, because our experience is that Microsoft Dynamics GP simply runs without any problems.”
Choice of Deployment
Microsoft understands that as organizations change, customers want the option to have their solution delivered by partners either on-premise or via on-demand and subscription-based hosting models. According to Forrester Research Inc., “SaaS alone is constraining as an enterprise ERP delivery model, due to the wide variations in customer requirements.1”
“To assume that a single deployment model for ERP will work for every business is unrealistic,” said Crispin Read, general manager of Microsoft Dynamics ERP. “By having a choice of owning an on-premise solution, subscribing to a hosted solution or combining the two at any point and time, companies have the option to make wise decisions that satisfy their specific business requirements.”
Microsoft Dynamics ERP customers can also choose to deploy a collection of online services to help them quickly increase their business capabilities, from the more than 150 Microsoft Dynamics partners across the globe delivering subscription-based Microsoft Dynamics ERP solutions. Connect Service and Payment Services are available now. Sites Service and Commerce Service are expected to be available in the first half of 2010.
“The hosting of Microsoft Dynamics ERP solutions is solid, proven and flexible,” said Olivier Meynier, director of SaaSplaza USA. “The real differentiator compared to NetSuite is the freedom of choice: We can incorporate Microsoft Dynamics with other solutions under one umbrella, or customize it with a large selection of vertical solutions and add-ons. This, coupled with our ability to offer state-of-the-art SAS70 II compliant hosting services, makes every SaaS Dynamics ERP implementation a sound business case for our customers.”
Microsoft Dynamics solutions are sold through an extensive network of more than 10,000 Microsoft Dynamics business partners. These partners have the advantage of extensive resources such as training, marketing, and field and sales engagement opportunities to help deliver customer satisfaction.
“This new offer enables our partners to provide customers with more options and is one of many investments we make in sales support,” said Doug Kennedy, vice president of Microsoft Dynamics Partners. “To deliver a choice of options, Microsoft Dynamics ERP partners who offer on-premise deployments can partner with hosting providers to provide the best level of technical expertise and skills for their customers and prospects.”
About Microsoft Dynamics
Microsoft Dynamics is a line of easy-to-use, integrated and adaptable ERP and CRM applications that enable business decision-makers to quickly respond to market shifts, take advantage of new trends, increase their competitive edge and drive business success. Microsoft Dynamics solutions are delivered through a world-class network of reselling partners that provides specialized services and additional innovation to help customers excel in their industries.
About Microsoft
Founded in 1975, Microsoft (Nasdaq “MSFT”) is the worldwide leader in software, services and solutions that help people and businesses realize their full potential.
1“Trends 2010: ERP Applications,” Forrester Research, Inc., December 2009.
Note to editors: For more information, news and perspectives from Microsoft, please visit the Microsoft News Center at http://www.microsoft.com/news. Web links, telephone numbers and titles were correct at time of publication, but may have changed. For additional assistance, journalists and analysts may contact Microsoft’s Rapid Response Team or other appropriate contacts listed at http://www.microsoft.com/news/contactpr.mspx.
The Microsoft Dynamics GP 2010 BETA “CorePlus” Version #2 – 32 Bit Technical Demonstration Toolkit running on Microsoft Windows Server 2008 R2 HyperV has been released.
This Technical Demonstration Toolkit will include the following technologies/applications (This Technical Demonstration Toolkit is designed for Advanced Management type demonstrations):
Technical Requirements:
*This Technical Demonstration Toolkit includes all of the features and functionality of the “Core” (Designed for Business Essentials Type Demonstrations) Microsoft Dynamics GP 2010 BETA Version #2 Microsoft Virtual PC 2007 SP1 Technical Demonstration Toolkit (released the week of February 22, 2010.)
We will be releasing a Microsoft Dynamics GP 2010 BETA “Core” – Version #3 - 32 Bit Microsoft Virtual PC 2007 SP1 and a “CorePlus” Version #3 – 32 Bit Microsoft Windows Server 2008 R2 HyperV release in April, 2010. This release will include additional refinements over and above the Version #2 “Core” and “CorePlus” releases.
We will then focus on creating a Version #4 of the Microsoft Dynamics GP 2010 “Core” – 32 Bit Microsoft Virtual PC 2007 SP1 Technical Demonstration Toolkit and a “CorePlus” – 32 Bit Microsoft Windows Server 2008 R2 HyperV Technical Demonstration Toolkit all on RTM (Release to Manufacturing) code. This release will be available in June 2010.
*These “Core” and “Core-Plus” Version #2 virtual machines will be utilized for the Microsoft Dynamics GP 2010 U.S. Partner Readiness Roadshows
*IMPORTANT: There are NO Demonstration Scripts or “How To Use” documentation for this demonstration toolkit. We WILL be providing demonstration scripts and “How To Use” documentation for the Release to Manufacturing (RTM) releases of the Microsoft Dynamics GP 2010 Technical Demonstration Toolkits
*The files that you download will be Microsoft Windows Server 2008 R2 HyperV Export Files. You will need to follow the standard Microsoft Windows Server 2008 R2 HyperV Import Process in order to utilize these new virtual machines. For additional information regarding the import process, please download and install the attached DemoMate (on the download page.)
https://mbs.microsoft.com/partnersource/sales/salestools/demos/MSDYGP2010_CorePlusHyperV_V2.htm
Thanks,
Before we get into today’s Feature of the Day, I wanted to let everyone know we are taking a 1 week hiatus from the Feature of the Day posts. No, it isn’t because we’ve run out of features! We’ve still got LOADS of great things to talk about with regards to exciting new functionality coming out in Microsoft Dynamics GP 2010. The hiatus is to let our team catch up on the many other launch activities we have going on right now. We’ve successfully kicked off our 18 city Partner road show, we’ve held a number of GP 2010 webinars with more coming all the time, and we’re working on a number of new demos and resources to help showcase this great release! We’ll start up the feature of the day again during the week of March 15th! Thanks to all of our readers and fellow GP bloggers for sharing these posts…we’ve had TONS of great comments on many of these features and we are excited to share even more with you in the coming weeks and months! Until then…enjoy today’s Feature of the Day!
Microsoft Office Word Templates
Module: Sales Order Processing, Receivables Management, Purchase Order Processing, Payable Management.
Organizations have the need to customize external facing documents. Some of these customizations may be something as small as changing the company logo that should appear on the document, but all changes, small or big, required users to create a modified Report Writer report. Users will now be able to make these types of modifications without requiring them to create a modified Report Writer report and in the familiar Microsoft Office Word application!
· 22 ready to use templates available upon installation
· Feature is enabled by default after installation
· Documents are rendered in Microsoft Office Word
· Flexibility to perform more actions with a rendered document: Email, Save as PDF/XPS, Publish to SharePoint, etc.
· Enables customers to send more professional looking documents to their customers and vendors
· Utilizes same print process flow so nothing new for end users to learn
· Utilizes same security model as Report Writer reports so no new security layer to setup
Navigation: Reports>>Template Configuration
Rendered Document
Navigation List Builder
Module: SmartList Builder
Navigation List Builder extends the functionality of the Navigation Lists letting a customer include exactly the data that they want, whether it be from any table in Microsoft Dynamics GP or any 3rd party product, as well as external SQL tables and views!
The Navigation Lists will retrieve only the information selected speeding up the list performance.
Users can customize their lists in the following ways:
Navigation: Under the Microsoft Dynamics GP menu > Tools > SmartList Builder > Navigation List Builder
An example list built using Navigation List Builder
Excel Report Builder Report Publishing
In Microsoft Dynamics GP 2010, any user will be able publish Excel Report Builder reports as long as certain criteria are met. The user must be one of the following:
This enables more users than simply ‘sa’ to publish Excel Report Builder reports, empowering users outside of IT to manage this process and extend the reach of information throughout the organization.
Go to Microsoft Dynamics GP menu, then Tools > SmartList Builder > Excel Report Builder > Excel Report Builder > Publish button
Excel Report Totals
Users can now automatically total numeric columns in Excel with Excel Report Builder! When setting up an Excel Report in Excel Report Builder report, the user only needs to mark the “Display totals at the end of each list” option on the List Options window and all numeric columns will automatically be totaled at the bottom of the column.
From the Microsoft Dynamics GP menu, choose Tools > SmartList Builder > Excel Report Builder > Excel Report Builder > Choose the Options button.
Excel Report example:
Preventative Maintenance Generation for Contracted Equipment only
Module: Service Call Management, Preventive Maintenance
This new option enables organizations with contracted service for their equipment in the field to ensure that the Preventive Maintenance work is only performed for equipment that is under a viable contract. If the option is selected, preventive maintenance events are generated only for equipment covered under contract. If cleared, preventive maintenance events are generated for all equipment regardless of whether the equipment is under contract.
Service Setup window (Microsoft Dynamics GP button > Tools > Setup > Project > Service Setup > PM button)