Microsoft Dynamics GP and Management March Madness Lunch & Learn 2012 Reporter Future Roadmap Martin and Associates March Madness - Lunch & Learn • Dynamics GP 2010 R2 and Beyond • Microsoft Dynamics GP Roadmap • Future Considerations • Management Reporter 2012 • FRx Migration to MR Martin and Associates Microsoft Dynamics GP 2010 R2 Enhance Make It Extend Insight Easier Connections Contextual BI Word Template Rapid Generator Business Analyzer Open Data Migration UC Action Shortcuts Email Customization Tool Concur Travel & Expense Payment Services ������ ������ ������� ������� ��������� ��������� Martin and Associates Dynamics GP 2010 R2 Feature List Re-write report deployment Email support for all option based reports Excel Report Bulk Deployment Team Foundation Services Source Provider (Dex) Multi-Application Reports Enter Default subject for emails Blank Value In Matched Fields Multi-Company Excel Reports Display Business Analyzer tasks in communicator 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 email messages Adding UC to Extender Windows Assign PM Schedules to range of Items or Item Classes Tech Stock Replenish Allow ELS windows to close while waiting for signature approval Group Excel Reports 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) Additional Analytical SRS Reports Word template generator List Performance Enhancements Email 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 Adding Drill Down to Extender Windows New Map Reports Report Builder/Dynamics GP integration Ability to initiate task from metric Contract Line Hold Business Analyzer 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 Martin and Associates www.martinandassoc.com 1
Microsoft Dynamics GP and Management March Madness Lunch & Learn 2012 Reporter Future Roadmap • 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 Martin and Associates • Create email text to be sent with attached document. • Add substitute fields for mail merge type functionality. • Add additional people cc or bcc with email. • Copy Email Setups to other documents. Martin and Associates 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 Martin and Associates www.martinandassoc.com 2
Microsoft Dynamics GP and Management March Madness Lunch & Learn 2012 Reporter Future Roadmap SQL Reporting Services Charts and KPI’s Over 50 New SRS Reports within Financials, Purchasing, Field Service and HR/Payroll Martin and Associates View information and • perform tasks from your desktop or within full client • Perform Actions: Edit Report, Copy Report, Lync Messaging • Lync Integration. View presence and take action • Report Package Deployment Martin and Associates General • Navigation List Performance – 380% faster • Word Template Generator • SOP Return Template • Report Deployment • Payment Services • Email Virtually Any Report • Report Copy • Electronic Signatures Improvements Martin and Associates www.martinandassoc.com 3
Microsoft Dynamics GP and Management March Madness Lunch & Learn 2012 Reporter Future Roadmap • Bulk Deploy in Excel Report Builder • Set Default Column Order in SmartList Builder • Add custom drill downs in Drilldown Builder Martin and Associates 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 Martin and Associates Customizations and Deployment • Team Foundation Server (TFS) • Dynamics Synch Utility • Names Window • Simplified Report Deployment • Business Portal Migration Martin and Associates www.martinandassoc.com 4
Microsoft Dynamics GP and Management March Madness Lunch & Learn 2012 Reporter Future Roadmap Extender • Add Dynamics GP forms to Extender Navigation • Add Lync Presence to Extender Windows • Copy Lists between Extender Windows • Drill down to Extender Windows ���������� ��� ��� ��������������������� ��������������������� www.martinandassoc.com 5
Microsoft Dynamics GP and Management March Madness Lunch & Learn 2012 Reporter Future Roadmap ��������������������� ��������������������� ��������������������� www.martinandassoc.com 6
Microsoft Dynamics GP and Management March Madness Lunch & Learn 2012 Reporter Future Roadmap �������������������������������� �������� ������� ������� ������ ������� ��������� ������� ������ ����������� 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 Martin and Associates www.martinandassoc.com 7
Microsoft Dynamics GP and Management March Madness Lunch & Learn 2012 Reporter Future Roadmap Migration: FRx to MR • Migration clears Management Reporter database – Please export any reports prior to migrating • http://www.frxbuzz.com/frx-management- reporter-news-availability-migration- performance/#more-2691 • http://www.calszone.com/documents/mana gement-reporter-migrate-frx.pdf Martin and Associates March Madness Lunch & Learn Questions • Thank you for attending • Mike.White@martinandassoc.com www.martinandassoc.com 8
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