Offering a breadth of expertise, innovative thinking and valuable

Microsoft Dynamics GP 2016 New Features
Presented by Robin Hauswirth
Offering a breadth of
expertise, innovative
thinking and valuable
insight.
BDO Solutions is an award winning solution provider with a core focus on
business processes and sustainable effectiveness
35+ Features & Enhancements
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Foundation
Distribution
Financials
Business Intelligence
New HTML5 Web Client
The Microsoft Dynamics GP 2016 Web Client
OPTIMIZED FOR YOUR ROLE
The GP 2016 Web Client
 Microsoft Dynamics GP 2016
introduces an HTML5 interface
that provides a friendlier user
experience
 Scales to your device
 New controls created for
HTML client
 UI changes
 Single sign on
What is HTML5?
 HTML is the markup language used for building and displaying online content, and
the language of web browsers and web apps. HTML5 is the latest and greatest
standard for that language
Why is this good for GP 2016?
 HTML5 will give the GP 2016 web client improved performance & responsiveness
 Web browser agnostic
 Improved Mobility
The New GP 2016 Web Client UI
Web Client Search
 Ability to search for a window
or report within the GP web
client
 Shows a list of all open
windows and reports based on
search criteria
 Shows a list of all windows and
reports and the navigation
based on search criteria
 Ability to close all open
windows at once.
Why is the GP 2016 Web Client a Big Deal?
 No need to install any additional software
 More responsive, easy to use & feature rich
 Can log in from anywhere in the world
 Can be scaled to provide redundancy or grow with your business
 The web client can be integrated with your on premises deployment
 Only features a user has access to are visible
Dynamics GP 2016 Web Client Configuration Types
Single Machine
 Simplest Configuration
 Used when an organization has a small number of users
 No redundancy
Dynamics GP 2016 Web Client Configuration Types
Scale out
 Used when an organization has a larger number of users
 The server load can balanced
 Provides redundancy
Dynamics GP 2016 Web Client Configuration Types
Multi-tenant
 This is the most complex deployment type
 This configuration type is typically used by organizations that host Microsoft
Dynamics GP for other customers
 Allows multiple Microsoft Dynamics GP installations to be run on the same physical
server
 Segregates data and security roles\tasks
Web Client Considerations
Can I upgrade to Dynamics GP 2016 and make the web client my only GP client?
Depends…
 Certain GP modules may not be available in the
current web client release e.g. Canadian Payroll
 Certain 3rd party application may not currently be
compatible with the web client
 A BDO GP representative can help you determine if the GP web client is
right for you
Microsoft Power BI
What is Power BI?
 Power BI is a comprehensive, self-service reporting platform that enables
businesses to interact with their Dynamics GP data and gain important insights
 Allows organizations to get accurate financial metrics and keep track of their
financial health
 Allows you to create rich dashboards to view important data from across your
organization
Why am I telling you about Power BI?
Power BI Reports on Home Page
With Power BI Reports right on the Dynamics GP 2016 Homepage, users will be able to get a
quick snap shot of their most critical data
 New part on Home Page
to display Power BI
Reports
 Click on the report to
take you out to your
Power BI site
For Information on Power BI…
May 11- 11:30 AM - 12:15 PM - Microsoft Power BI - The end of one era and the beginning of the
next.
Additional GP 2016 Enhancements Highlights
SmartLists
 Import and export Smartlists from SmartList Designer
 Create SmartList from the Favorite using SmartList Designer
Core Enhancements
 Multiple Page Scan
 Scotia Bank EFT format added as a default EFT file format
 Increase Distribution Reference Field Size
Financials and Compliance
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Simplified Analytical Accounting User Access Settings
Budget import exception report
Payables batch credit card payment option
Deposit cash receipts batches automatically
Enable Credit card Payment Type for Check Run Processing
Distribution Enhancements
 All-in-one document view for sales and inventory transactions
 Prepay purchase order total
And more…
AA User Access Settings
 Option to automatically give
users access to all AA
transaction dimension codes,
rather than defining access
individually for all users to all
codes
Automatically Batch Deposit Cash Receipts
 When Automatically Post Cash Deposits is marked and you post a batch with cash
receipts in it, one deposit will be created for all cash receipts in the batch
 If you transaction level post, each transaction will create a separate deposit
Payables Credit Card Payment
 Option for a computer check
batch to be paid by credit card
 The credit card payment will
create an invoice for the credit
card vendor
 A remittance form will print to
show the invoices paid
Prepayment on Purchase Order Total Amount
 Prepayment amount on
purchase orders can now
include Taxes, Freight and
Miscellaneous
 Entire PO amount can be
included in the prepayment
Budget Import Exception Report
 When importing a budget from
Excel, an exception report will
print displaying accounts that
aren’t setup in Dynamics GP
 User will be able to export and
import SmartList definitions
created with SmartList
Designer from one install to
another
Export Numbers to Excel Formatted as Numbers
 Numbers exported from Excel
will be formatted as a number,
not text
Sales All-in-One Document View
 View all related sales
documents for a single
transaction in one window
 Accessible from Customer
Maintenance, many sales
inquiry windows, navigation
lists and the home page
Inventory All-in-One Document View
 View quantity in and quantity
out transactions for one item in
one window
 Accessible from Item
Maintenance, many item inquiry
windows, navigation lists and
the home page
Word Templates for Batch Approval Workflow Emails
 Workflow Batch Approvals now
have a default Word template
for the edit list for
• General Ledger Batches
• Payables Batches
• Receivables Batches
 Can be emailed to approver for
complete information before
approving
Scotia Bank EFT Format Added
 The electronic file format used by
Scotia Bank is now one of the
default EFT formats
 Default formats are available for use
in electronic transactions for both
sales and purchases
What are my GP 2016 Deployment Options?
There are 2 ways of hosting Dynamics GP…
1. Traditional On-Premise
2. Cloud
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Hosted - Private
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Hosted - Shared
Traditional On-Premise Deployment
 Purchase the software and deploy at your location on your own servers
 Installation options:
 Individual Workstations
 Remote Desktop Services or Citrix
 GP Web Client
 Pros:
 You maintain control of your data at all times and you are not dependent on an
internet connection
 All financial data stays “In House”
 Cons:
 You are responsible for all server maintenance, backups and other IT services
 Software and hardware purchase can mean a large initial investment of funds
The Cloud…
The Cloud…
What is cloud computing? … a brief definition…
 In general the cloud refers to the method of delivering software, from e-mail to
accounting to customer relationship management, to users via the Internet
 Public cloud - Provides services to multiple clients using the same shared
infrastructure\resources e.g. Gmail, Facebook
 Private cloud - Services, servers are dedicated to one organization. Only
accessed by a single organization. e.g. Government Services, Banking Services
he Cloud
Hosted – Private Deployment
 Purchase the software and pay a monthly fee
 All the servers are dedicated to your organization
 Access is over a secure internet connection that can be either shared or private
 Pros:
 You own the software but you do not need to purchase or maintain the hardware
infrastructure
 More flexibility with scheduled outages
 More customizable Solution can be tailored to the organization
 Cons:
 Access is dependent on an internet connection
 Ongoing monthly fee
he Cloud
Hosted – Shared Deployment
 “Multi-tenant” - Allows multiple Microsoft Dynamics GP installations to be run on the
same physical\virtual servers
 Accessed over a secure internet connection
 The server resources are shared
 Financial data is still segregated and not accessible between organizations
 Pros:
 You are not responsible for any hardware purchases or maintenance
 Cost to an organization may be lower based on economies of scale
 More efficient resource utilization
 Cons:
 Access is dependent on internet connection
 Less customizable
 Scheduled downtime may impact multiple organizations
siness Drivers and Options when choosing an On Premises Vs. a
oud Solution
 Cost Factors
 Reduce capital expenditures
 Predictable monthly fee
 Reduce cost of IT support or staff
 Functionality Factors
 Integration with your environment
 Ongoing daily maintenance
 Speed of Deployment
 Control Factors
 Is Data/applications at your site or managed remotely
 Choose when to upgrade
 Security Factors
 Access without an internet connection
 Easy of disaster mitigation
Dynamics GP 2016 Components &
Requirements
ynamics GP 2016 Components
namics GP 2016 is comprised multiple interconnected components. The
mponents can be broken down as:
 Database Server – Manages the data for the GP accounting system
 GP Workstation Client – The Windows application that presents Microsoft
Dynamics GP to the user
 Web Client Components - Provides access to Microsoft Dynamics GP
through a web browser or other mobile application
 Remote Desktop Services - Allows Microsoft Dynamics GP to be managed
and accessed from one centralized location within your organization
ynamics GP 2016 Requirements
following requirements are not all inclusive
ver Operating System
Microsoft Windows Server 2016 / 2012 / 2008 SP1 or above
rkstation
Microsoft Windows version 10 / 8 / 7
Microsoft Office 2016 32bit & x64
Microsoft Office 2013 32bit & x64
abase Server
Microsoft SQL Server 2016 / 2014 / 2012
work Card
GB Ethernet (all connected components)
anges from previous GP Releases
Windows server 2016 is supported
Microsoft SQL Server 2008 is no longer supported
Microsoft Office 2010 is no longer supported
rtualization Support
Microsoft Dynamics GP 2016 server applications can be implemented in a virtualized
ronment
at are the benefits of virtualization?
Can help reduce the number of physical servers needed to host your Dynamics GP
2016 implementation
Improved server resource utilization
Easier backup and restore operations
Snapshot capability, which provides flexibility when performing server maintenance
ported Platforms
Windows Server 2016\2016 \2008 Hyper‐V
VMWare vSphere
ummary
crosoft Dynamics GP 2016 is a full-featured ERP solution that is easy to use, fast to
plement, and adaptable. With a solid foundation and long history, Microsoft Dynamics GP
16 offers the following:
Flexible deployment options, with both a desktop and a web client
Excellent performance
Improved mobile functionality
Flexible data integration and reporting tools
Unique platform features ideal for business applications
Integration with standard Microsoft applications like Microsoft Office
Many core functionality enhancements
Integration with Microsoft Windows Server technologies
An extendable architecture allowing customization capabilities
e both All-in-One Document Views that were added in GP 2016?
ales and Inventory
e types of reports are now available right on your Dynamics GP 2016 desktop?
ower BI
client is no longer required when using the GP 2016 web client?
Silverlight
e the new payment option found in the Payables Batch Entry Window?
Credit Card
e the new EFT bank format that was added in Dynamics GP 2016?
Scotia Bank
Connect with BDO