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Welcome!

Welcome!. Microsoft Dynamics GP User Group (GPUG ® ) CAROLINAS CHAPTER Regional Chapter Meeting FEBRUARY 20, 2012. Regional Chapters. Agenda. Breakfast Bar Open 8:30am!. Welcome & Introductions. Your GPUG Team Joe Brenkus – Carolinas Regional Chair

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Welcome!

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  1. Welcome! Microsoft Dynamics GP User Group (GPUG®) CAROLINAS CHAPTER Regional Chapter MeetingFEBRUARY 20, 2012 Regional Chapters

  2. Agenda Breakfast Bar Open 8:30am!

  3. Welcome & Introductions Your GPUG Team • Joe Brenkus – Carolinas Regional Chair • jjbrenkus@griffinbrothers.com; 704-897-1219 • Jasper Rozinski – Carolinas Regional Communication Chair • Jasper.Rozinski@sefl.com • Pamela Street – Raleigh Market Chair • pamela.marion@dm.duke.edu • Sarah Salzman – Interdyn-Artis; Partner Support • Anyone interested in being part of the team?

  4. Convergence 2013 March 18th – 21st Presenter: Joe Brenkus & Group Discussion Authored by Kim Peterson & Convergence website Regional Chapters

  5. Active learning. Networking opportunities. Solution optimization. As the premier event for the Microsoft Dynamics community, Convergence is where opportunity and innovation meet to deliver real business value. It’s the chance to make key business connections and to discover the full potential of Microsoft Dynamics solutions. CONVERGENCE 2013

  6. Registration

  7. GPUG @ Convergence! Find us @ the Microsoft Pavilion

  8. Keynotes The keynotes lined up for Convergence 2013, while stimulating and thought-provoking , will help open you up to A World Ahead. With an opening keynote sure to set the course ahead (for both Microsoft Dynamics and your time at Convergence 2013) and a closing keynote with a world-renown leader who will share a perspective that is both global and local in focus, our keynotes are the time and the place for the community to come together and consider the possibilities on the road ahead.

  9. Keynotes KirillTatarinov President, Microsoft Business Solutions Division

  10. General Sessions From the keynotes, we move right into general sessions, where we separate into our respective product groups to hear more about the present and future of each of the Microsoft Dynamics solutions. With exciting new product releases to highlight with each product, the general sessions have important news to share—and are vital to attend. Folks most concerned with Microsoft Dynamics AX will have their time and space, as will Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL. Knowing that Microsoft Dynamics CRM crosses many of the ERP products, we’re offering that general session in both of our two general session timeslots. And since business leadership spans everyone’s interests, our presenter and topic for that track is sure to pique your curiosity – and your interests.

  11. Concurrent Sessions These sessions are the ones that everyone is waiting for. Leaders within the Microsoft product teams have been spending countless hours evaluating past sessions, reviewing feedback, digging into survey results and consulting with the user group communities to carefully craft the most relevant and timely of sessions. Lasting 60 minutes, our concurrent sessions typically take the standard presentation format. Informative, revealing and sometimes even entertaining, you’ll find hundreds of titles that span our seven tracks. Be sure to review and/or filter our Session Catalog by the different fields – including Audience, Industry and Skill Level, so that you can tailor your sessions to your specific needs. Plan to grab a cup of coffee, relax and listen in as our product experts share their knowledge, demonstrate the product, and throw out a time-saving tip or two as you take one step closer to expanding your personal knowledge base.

  12. Interactive Sessions It’s likely that your favorite Interactive Discussion is one where you give as much as you take. With less of a focus on presentation, Interactive Discussions are most successful when the small-in-size audience is open to sharing, is active in participation, and possesses some knowledge of the topic at hand. These sessions are kept small in seating and room size on purpose to foster the intimacy of the discussion; if there are topics that are high on your priority list, it’s recommended that you arrive early to claim your seat.

  13. Deep Dive Sessions Sometimes, 60 minutes just isn’t enough. Just when you think you’re starting to understand the topic, the session ends. The solution to this? Deep Dives! With 90 minutes devoted to these sessions, you’ll need to stay on your toes—and on your game—to capture all the valuable information presented. Similar in scope to concurrent sessions, deep dives have the freedom to cover the hottest topics with the most thoroughness. This session type is focused on the presentation, and often offers in-depth demonstrations.

  14. User Group Sessions The user group communities for our five product families are alive and well-represented here at Convergence! Each community has pulled together their product experts and are set to deliver content that showcase the vibrancy and connectedness within those groups. Each session will highlight content not seen elsewhere in the event—and you do not need to belong to the user group to attend these sessions. Dip your toes into the pool—or dive in with both feet. You’ll find the information shared and the connections made to be essential to your Convergence experience.

  15. Roundtable Discussions Take away the technology, and gather folks around a table labeled with topics of key interest and there you have it: Roundtable Discussions. We invite those of like interests and similar experiences to gather for loosely structured networking and discussion. Each table will likely have a facilitator, but your active participation is what will make your table a success.

  16. Sponsor Sessions Customers far and wide have found that their Microsoft Dynamics solution can be enhanced or amplified by deploying the solutions or services developed by valued Microsoft Partners. We’ve set aside time in our jam-packed Convergence agenda for our event sponsors to showcase many of these solutions. Be sure to check out the Session Catalog over time to see all the exciting solutions, technologies and innovations that you can learn about by attending Sponsor Sessions.

  17. Microsoft Dynamics GP Reporting Tools Presenter: Lisa Suggs Authored by Interdyn-Artis Regional Chapters

  18. Agenda • MS Dynamics GP Report Writer • Smartlistswith Export Options • Excel Reports • Smartlist Builder/Excel Report Builder (GP) • Microsoft FRx/ Management Reporter • SQL Reporting Services (SQL Server) • Analysis Cubes (SQL Server) • Business Analyzer

  19. Agenda • Finding Data • Security • SSRS • Excel • Smartlist Builder/ Excel Report Builder

  20. Smartlists • Ad hoc queries in GP. • Export data to Excel for manipulation. • Export Solutions allows attaching macros and overwriting a specified file. • Locate records for drill back in GP.

  21. Excel Reports • Similar to the out of the box Smartlists, but run by refreshing Excel workbooks. • Windows security with SQL security.

  22. Smartlist Builder • Creates new Smartlists. • Display data from 3rd Party products or other SQL tables. • Multiple company Smartlists. • Create calculated columns and summarized information. • Add “go-to” windows to SmartList Objects.

  23. Excel Report Builder • Creates refreshable smartlists in Excel. Any Smartlist Builder report can be saved as an Excel Report Builder report. • Publish to an excel file or to SharePoint. • Deliver information to non-GP users but manage security using SQL server roles.

  24. FRx • Financial reports. • Pulls data from GP General Ledger, Excel, FRX Forecaster. • Support will end after GP2010.

  25. MS Management Reporter Available with GP2010 Will replace FRx after GP2010 • Financial reports. • Report Designer • Report Viewer • Pulls data from GP General Ledger • Pulls data from Excel (64 bit Office)

  26. SQL Reporting Services • Write reports in Visual Studio to allow users to run reports from a web browser. • Report Builder as a “light” option for less technical users. Predefined data sets. • To allow non-GP users to access GP information securely.

  27. Analysis Cubes • Financial Data • GL, AR, AP, Bank Reconciliation • Distribution Data • Sales Order Processing • Purchasing • Inventory

  28. Business Analyzer • SSRS reports, charts and KPI’s • Separate application for viewing.

  29. Table Naming • <10000 Master Data • 10000 Work (Unposted) Transactions • 20000 Open (Posted) Transactions • 30000 History Transactions • 40000 Setup Data

  30. Additional Training Resources • Microsoft CustomerSource • GPUG • Partner Hosted Training • Management Reporter • SQL Server Reporting Services • SmartListBuilder

  31. Help – Don’t Call 911 Presenter: Joe Brenkus Authored by April Bauer, The Cooperating Community Programs Regional Chapters

  32. Help Comes in Many Forms • Online Manuals • Customer Source • Microsoft Dynamics GP Community • Microsoft Connect • Partners and ISV’s • GPUG

  33. Customer Sourcehttp://www.microsoft.com/dynamics/customer In Order to use Customer Source you will need your GP administrator to grant you access and then you will use your Live ID to log in. • News and Events • Product and Service information • Training and Certifications • E Learning and Classroom training • Downloads and updates • Knowledge Based Articles • GP technical and non-technical blogs • Documentation

  34. Microsoft Dynamics GP Communityhttp://community.dynamics.com/product/gp • Blogs • Community Guest Columns • Team New and Highlights • Ask the Community • GP recently asked and answered questions • Community Member Spotlight • Executive Insight • User Group Info • Twitter Feeds #MSDYNGP

  35. Microsoft ConnectHttps://connect.microsoft.com Connect is a place for you to • Report bugs you find • Suggest improvements to the product • Comment and vote on other people’s suggestions

  36. Great Plains User Group (GPUG)http://www.gpug.com • Regional Chapter Meetings and Summit • Lunch and Learn Program • Special Interest Groups • Share My Code • Certification Programs • Webinars • PEERS, like all of you in the room

  37. Partners and ISV’s • Technical Support • Assessments • Research of Third Party Options • Problem Solving • Customizations and Modifications • Trainings

  38. Don’t Be Afraid • Unlike the “old days” when all you had was 8-9 manuals, today you can ask the community, tweet the question, watch a webinar, send an email, or pick up the phone to reach out and find your answers!!!

  39. Questions?

  40. Next Meeting: • Thursday, May 16, 2013 • Tentative: 9:00am-3:00pm • Topics: GP Module Training • Host: Southeastern Freight Lines • Lexington, SC • Join GPUG to be sure you are included on the invitation list for upcoming events • http://www.gpug.com/join-gpug • Already a member? Update your Profile!

  41. TENTATIVE AGENDA • 2ND QUARTER MEETING • 9:00 am – Welcome • 9:15 am – Chapter Update & Convergence Review • 9:30 am – A/P & A/R Reporting • 10:30 am – Break • 10:45 am - G/L & B/R Reporting • 11:45 am – Lunch • 12:30 pm – 50 Tips in 50 Minutes • 1:30 pm – SmartView • 2:15 pm –P/R & H/R Reporting • 3:00 pm – Thank you! • Continue to Connect…Learn…Share

  42. THANK YOU FOR YOUR PARTICIPATION!!!! Continue to Connect…Learn…Share

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