Microsoft Dynamics GP and Management Reporter Future Roadmap. March Madness Lunch & Learn

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1 March Madness - Lunch & Learn Dynamics GP 2010 R2 and Beyond Microsoft Dynamics GP Roadmap Future Considerations Management Reporter 2012 FRx Migration to MR Microsoft Dynamics GP 2010 R2 Enhance Insight Make It Easier Extend Connections Contextual BI Business Analyzer People Word Template Generator Customization Tool Process Rapid Open Data Migration UC Action Shortcuts Concur Travel & Expense Payment Services Ecosystem Dynamics GP 2010 R2 Feature List support for all option based reports Re-write report deployment Excel Report Bulk Deployment Team Foundation Services Source Provider (Dex) Multi-Application Reports Enter Default subject for s Blank Value In Matched Fields Display Business Analyzer tasks in communicator Multi-Company Excel Reports Add GP Forms to Extender Menus Script Editor Names window enhancements (Dex) Equipment suppression for existing service call Default Column Ordering for Excel Report Builder Additional letter functions to print credit documents Substitute fields in for messages Adding UC to Extender Windows Tech Stock Replenish Assign PM Schedules to range of Items or Item Classes Group Excel Reports Allow ELS windows to close while waiting for signature approval Rapid Configuration select by module Rapid Migration Master records from Excel New SSRS metrics Virtual Lists -new virtual lists in BP New BP Role Centers (Pages) Word template generator Additional Analytical SRS Reports List Performance Enhancements Notification Enhancement Attach collection notes to Credit documents Word Templates for SOP Returns RMA Traveller automatically print on RMA Receipt Remove MOSS dependency for BP Report Library Multi-Company Reports RTV Pack Slip Reprint Report Builder/Dynamics GP integration New Map Reports Adding Drill Down to Extender Windows Contract Line Hold Business Analyzer Ability to initiate task from metric Allow Users to Copy Lists between Extender Objects Contract transfer approval workflow BI refresh and completion of a drill down reports Display Company As Field 1

2 Visual Refresh of Reports Initiate Task from a Metric Report Builder Integration Filter Company and Date Multi-Application Reports (6) Multi-Company Reports (12) Virtual Lists Centralized Report Center Exporting SRS Reports Create text to be sent with attached document. Add substitute fields for mail merge type functionality. Add additional people cc or bcc with . Copy Setups to other documents. Enhanced Insight SQL Reporting Services Reports Employee Anniversary Employee Birthday Employee Earnings History Organization Layout Detailed Employee List by Pay Code Historical Inventory Trial Balance 2

3 SQL Reporting Services Charts and KPI s Over 50 New SRS Reports within Financials, Purchasing, Field Service and HR/Payroll View information and perform tasks from your desktop or within full client Perform Actions: Edit Report, Copy Report, Lync Messaging LyncIntegration. View presence and take action Report Package Deployment General Navigation List Performance 380% faster Word Template Generator SOP Return Template Report Deployment Payment Services Virtually Any Report Report Copy Electronic Signatures Improvements 3

4 Bulk Deploy in Excel Report Builder Set Default Column Order in SmartList Builder Add custom drill downs in Drilldown Builder Field Service Tech Warehouse Restock Assign PM Schedules to Items Equipment Supersession Disallowed Contract Line Hold Returns Management Reprint RTV List RMA Traveler Auto Print Customizations and Deployment Team Foundation Server (TFS) Dynamics Synch Utility Names Window Simplified Report Deployment Business Portal Migration 4

5 Extender Add Dynamics GP forms to Extender Navigation Add Lync Presence to Extender Windows Copy Lists between Extender Windows Drill down to Extender Windows Management May May 5

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7 Microsoft Enhance Dynamics Make It GP Web Extend Client People Process Ecosystem Insight Easier Connections More Visibility Less Effort More Collaboration Financial Report Comments Missing Account Analysis Report Library Single or Multi-location Report Scheduling Rolling Forecast Reporting Dimension Sets 7

8 Migration: FRx to MR Migration clears Management Reporter database Please export any reports prior to migrating gement-reporter-migrate-frx.pdf March Madness Lunch & Learn Questions Thank you for attending 8