Category : Microsoft Dynamics GP

News on the new Microsoft Dynamics GP 2018 new features

News on the new Microsoft Dynamics GP 2018 new features.

We’re trilled to be one of the first to provide a more in-depth overview on the new features within Microsoft Dynamics GP 2018 ERP.   With a scheduled release date of December 1, 2017, Microsoft Dynamics GP ERP has a great looking future with a detailed GP roadmap (Great Plains) and continual investments from Microsoft for this strong mid-market ERP system.  Since Dynamics GP is a mature application, you will see now, and into the future, more and more focus on User Experience and user requested functions, rather than major releases of new modules or other core functions and capabilities.  We believe that this is a “great thing to see” in an ERP, where stability, flexibility and scalability are important. Learn more about Endeavour Solutions for Microsoft Dynamics GP consulting and support in Canada and USA at GP Upgrade.

Top Microsoft Dynamics GP 2018 new features

Dynamics GP 2018 Additional User Requested Functions  Microsoft GP 2018 Screen Customer Statements

  • SmartList Favourites with unique password protection. Great for sharing as read-only.
  • Checks and Cheques have been renamed as Payments as seen in Payables Transaction windows. This reflects the common term for ETF vs Cheque.
  • Copy user access settings and security across AA dimension codes. Therefore saving time on setting up new users.
  • A variety of new Sort functions for the Receivables Transaction Inquiry window – by Type, document number, amount, amount remaining, document date, etc.
  • Ability to Print and Email a single statement from the customer card as seen to the right.
  • Ability to print Purchase Requisition.
  • User experience updates to the Dynamics GP web client including ‘type ahead auto-complete’. Great for cloud-hosted users.
  • Additional sorting options for Bank Reconciliations.  Therefore saving time in monthly bank rec.
  • Even greater integration and accelerators for Power BI with the new GP 2018 Power BI Content Pack. (coming soon)

Dynamics GP 2018 Workflow v 4.0

  • New workflow approvals for General Ledger Accounts and Purchase Invoice
    • Workflow now exists for almost all areas including batch approvals for Purchasing, Payroll, Project, Payables, Sales, System Security and Vendor management.
  • Ability to copy workflow steps and settings.
  • Additional fields for PO and Payables transaction workflow.
  • Reminder e-mails for Workflow to help keep approvals on task.

Dynamics GP 2018 Improved DocAttach (Document Attachment) Microsoft Dynamics Dynamics GP 2018 screen receivables attach

  • Add, View and Modify attachments on most master record windows, inquiry windows and transaction entry windows.
  • Document Attach icon is now shown within the Ribbon on most transaction and inquiry screens including:
    • GP Document Attachment on Receivables Entry
    • Document Attachment in General Ledger Entry
    • Document Attachment on Employee Inquiry
    • GP Display Vendor notes on Vendor Inquiry
    • Display Customer notes on Customer Inquiry
    • Project Notes screens in Project Inquiry and PA Project Inquiry
    • Document Attach in Asset General Information (FA) (Fixed Assets).

 

Endeavour Solutions has been working with Microsoft Dynamics GP Canada for over 28-years to advise and help progressive organizations improve their business processes, operational efficiency and overall performance by leveraging the power of Microsoft Dynamics GP ERP.  Underpinning each project is our belief that a strong ERP or CRM is only as good at the data within it. Based on this concept, our team at Endeavour strives to ask “why” and “how” to uncover the true processes and business insights that will help drive innovation within your business.  Meet our team www.endeavoursolutions.ca/about-us

Endeavour Solutions Canada is a Microsoft Gold ERP and Microsoft Silver Cloud & CRM Partner focusing on development, implementation, upgrades, support and training for Dynamics GP ERP and Dynamics 365 CRM as well as Office 365 and Microsoft Power BI.

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Free HR Module within Dynamics GP

Free HR Module within Dynamics GP – Wow!.  For those who haven’t already implemented HR within Dynamics GP, a quick and simple implementation of the Human Resources module can help save time/cost for your HR team. Based on a simple 3-day install/setup & training, the following are the top reasons why you should consider using the HR module.

1) The HR Module is Free – You already own it as part of your current Dynamics GP licensing. Endeavour can help you to grant access and security rights to your HR staff to maintain a centralized record of employee data such as job roles, promotions, anniversary dates, grievances, job performance, certifications and leave tracking for sick-days, vacation days and short-term disability leaves.

2) Comply with ISO, industry and privacy standards – The HR Module can be used to provide safe, documented and predictable processes for centralized record keeping of Employee data.  Furthermore, with scanning and GP document attach, unsecured file-cabinets can be replaced with a secure online repository within Dynamics GP.

3) Employee certification tracking can be automated – By tracking employee certifications for safety, skills, industry associations, Unions and other regulatory bodies, SmartLists and reminders can be used to track expiry dates and proactively ensure that certifications are kept up to date.

HR Module within Dynamics GP

HR Module within Dynamics GP

4) Reduce risks and chaos – One of HR’s job is to take precautions to protect the organization.  Keeping easy to find, detailed records will reduce the administrative burden of having to locate, build or gather documentation relating to any potential lawsuits relating to employee performance, safety or termination.

Next Steps?

  • Contact Endeavour GP Support Desk for added info and details  www.endeavoursolutions.ca/support
  • Consider a discounted Endeavour pre-paid bank of support hours to save you time and effort.
  • Consider Endeavour Solutions for your next GP upgrade, and include the HR module within the scope of your project.  Microsoft Dynamics GP (Great Plains) https://www.endeavoursolutions.ca/GPupgrade

 

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Cheque printing in Dynamics GP Great Plains

The good, bad and ugly of GP Cheque printing

A member of our GP consulting team had the distinct pleasure of providing coverage for our finance department over the holidays. This included opening mail and performing some simple AR processes / bank deposits. While looking at client renewal cheques, she noticed much of the good, the bad and the ugly of GP Cheque printing, which later became a point of inspiration for this month’s newsletter. Let’s start with a fictitious sample, of a “bad cheque” based on a combination of real examples seen by our AR team.

Sample “Bad Cheque” (Dynamics GP check printing)

Sample of bad cheque in Dynamics GP - GP Cheque printing

The risk of “Bad Cheques”

  • Ugly, mis-aligned cheques are a poor representation of your company’s brand and attention to detail
  • Poor alignment creates an increased exposure to forgery and fraud (Example $__60.97 vs $9060.97)
  • Poor font choices (too small, too thin, too light), make it harder for your suppliers to automate their processes with cheque scanning

 

Sample “Good Cheque” (Dynamics GP Check printing)

Dynamcis GP Cheque printing

What makes a “Good Cheque”

  • Text is an appropriate size and aligns with each of the relevant headings
  • The dollar sign $ is close to the dollar value, and the verbose printed amount is left aligned to reduce fraud
  • Payee name is in ALL CAPS as required for Cheque scanning
  • Paper Cheque stock has built in security features to prevent forgery

 

For more information on these insights, or other questions related to Dynamics GP and Dynamics CRM, please contact the Endeavour support team. We would be happy to help you explore how Microsoft Dynamics can further help your business succeed.

www.endeavoursolutions.ca/support  (new clients welcome)

www.endeavoursolutions.ca/GPupgrade

 

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How to do a back up in Dynamics GP

As we approach year-end closing (for those on a Calendar year) there is the need to perform a back up in Microsoft Dynamics GP (Great Plains) prior to starting your year-end close, and often recommended for after you complete your year-end Close as well.

How to do a back up in Dynamics GP

To create a backup in Microsoft Dynamics GP, follow these steps:

  1. In your Microsoft Dynamics GP, point to Maintenance on the Microsoft Dynamics GP menu, and then click Backup.
    Note:  The Back Up Company window will then open.
  2. In the Company Name list, click your company name.
  3. Change the path of the backup file if it is required to save to a different location, and then click OK.

    Note We recommend that you name this backup 2016 Pre Year-End Update to differentiate it from your other backups.

Good luck!

If you need any further assistance you can call the Endeavour Support desk (1 hour minimum, no contract required)

www.endeavoursolutions.ca/support

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Performing miracles remotely and other remote Microsoft Dynamics GP consulting

Microsoft Dynamics ERP ConsultantWith the power of the Cloud, remote desktop access, and increasingly refined processes we’ve found that more and more of our client work for Microsoft Dynamics GP (ERP) and Microsoft Dynamics 356 (CRM online) implementations, upgrades and integrating 3rd party products, has been completed remotely via secure connections from our offices rather than traveling onsite to our client’s location (in Atlantic Canada, Central Canada or USA).

So what’s changed?  We did a quick poll among our Endeavour Solutions’ Canadian consultants in Toronto, Halifax, London and Montreal, the results were much along the lines of what you might expect, but do indicate a clear trend none the less.

1)      Change in customer mindset

2)      Improvement in technology and remote connections

3)      A refinement of processes and the more predicable nature of consulting engagements

Now, most of the consultants interviewed, still stressed the need to meet with clients as part of their relationship building process, but some did concede that they’ve been able to build and maintain a number of strong long-term relationships via phone, email and webcam.

Change in customer mindset.  The general consensus was that more and more clients, new and existing, were willing to have their Endeavour consultants work remotely.  This was both due to their comfort and trust in working with Endeavour Solutions, as well as a general shift from what used to be a lot of collaboration and joint discovery of the issues and potential solutions, to more of a reliance on Endeavour as a trusted adviser and a more simplistic, get-it-done attitude.  To sum it up, more and more clients are buying ‘results’ and are less concerned with paying for ‘bums in seats’.  For example, on an eight-week project, one of our consultants traveled to the client’s office (Dynamics GP Michigan client) only once for an initial kick-off, and the rest of their Dynamics GP upgrade was performed remotely, including the implementation of a new manufacturing module along with the associated testing and training.

Technology Improvements. This is thanks to both better network stability and bandwidth that is seen across Canada and the majority of the United States.  It’s also because of the greater prevalence and use of proven network security, firewalls and systems being extended to external stakeholders.   Our technical consultants also stressed that the newer versions of Microsoft Dynamics GP 2016 and Microsoft Dynamics 365 CRM were designed for browser use (web client) incorporating a modern Service Based Architecture which provides a streamlined means of supporting mobile, cloud and secure remote connectivity.  This is further echoed in Microsoft’s “mobile-first, cloud-first” mantra in support of its efforts to help Dynamics Users “Re-invent [their] productivity and business processes”  with mobile, cloud and applications such as Microsoft Dynamics GP 2016.

Refined Processes: Endeavour is now in its 27th year in business as a Microsoft Dynamics GP ERP (Great Plains), Microsoft Dynamics 365 for CRM and Microsoft Office 365, Azure & cloud consulting firm.  With over 400 active clients coast to coast in Canada and internationally including the United States and South America, we have refined, updated and optimized a number of internal processes to help improve efficiency and predictability of customer engagements.  These methodologies, used by our consultants in Toronto, Halifax, London and Montreal, with additional remote support for Edmonton Alberta and Ottawa Ontario, have also created an increased level of predictability and confidence in delivering projects on-time, on-budget and now remotely.

To learn more, contact Steve Ewing, Director Business Development @ Endeavour Solutions Inc.

Save with the exchange rate for USA Remote Dynamics GP Consulting from Canada www.endeavoursolutions.ca/USA

Interesting and Innovative Projects by Endeavour Solutions (Endeavor Solutions) www.endeavoursolutions.ca/dynamicsprojects

Follow us on LinkedIn – www.linkedin.com/company/endeavour-solutions-inc-

 

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