Changes to Workflow Types and Features Microsoft Dynamics Great Plains 2013 R2

With the recent launch of Dynamics GP 2013 R2 there are many new changes you may want to pay attention to that may benefit or impact your organization. Let’s have a look at the changes to Workflow Types and Features.

Dynamics GP 2013 R2 now has a new workflow system, utilizing a custom workflow engine based in the GP code. The workflow design experience is now in a GP window, replacing the prior GP Workflow system, and removing the dependency on SharePoint.

This system allows users to design workflows, such as approval paths, for documents in Dynamics GP.

Workflow Types

  • Purchase Order Approval
  • Purchase Requisition Approval
  • Payroll Timecard Approval
  • Project Timesheet Approval

Workflow Features

  • Workflow Maintenance
  • Email Notification
  • Access through GP & Responding to Email in Outlook
  • Workflow History
  • User Delegation
  • Workflow Calendar

workflow comparison

Common Scenarios (PO)

  • Simple Workflow
  • With Multiple First Steps
  • With Multiple Approval Paths – Parallel Workflow
  • With Converging Steps – Branching Workflow
  • With Multiple Approvers in a Step
  • An Approver is an Originator

 

Simple Workflow

simple workflow

 

Workflow with Multiple First Steps

Workflow with multiple first steps

 

Workflow with Multiple Approval Paths – Parallel Workflow

workflow with mulitple approval paths

 

Workflow with Converging – Branching Workflow

Workflow with Converging- Branching Workflow

Workflow with Multiple Approvers in a Step

  • Take the first response
  • Majority must approve
  • All must approve

Workflow with Multiple Approvers in a Step

 

Workflow Maintenance

workflow maintenance

 

Email Notification Maintenance

email notification maintenance

 

Email Message Setup

Email message set up

 

Access Through GP

Access through GP

Responding to Email in Outlook

Responding to email in outlook

 

Workflow History

Workflow History

 

User Delegation

user delegation

 

Workflow Calendar

Workflow Calendar

 

 

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Endeavour Solutions & ImageTag Presents – Life Hack More Value From Your Dynamics ERP Investment

Endeavour Solutions will be featuring ongoing webinars showcasing add-in applications for Dynamics GP. We have chosen to feature solutions to our clients based on the challenges they have told us about.
 
Our goal is to offer valuable content from vendors with apps we feel may benefit organizations either financially or will streamline your processes within existing GP systems.
 
Our first series introduces the Kwiktag Document Management system that ties scanned files/documents together electronically into GP, automating data entry and simplifying invoice approval processes removing paper, filing and email circulation.

Learn how Document Management Can Help You Gain Back Control

Document Management Webinar, co-hosted by ImageTag on Tuesday, September 23th at 1pm EST

On behalf of Endeavour Solutions, ImageTag Sr. Account Manager Craig Randall will share how you can significantly improve your staff’s productivity in Microsoft Dynamics GP, while reducing costs by:

  • Digitizing documents linked to transactions and invoices right into GP
  • Automating approval workflows saving time for busy managers   
  • Delivering self-service to employees, vendors and partners
  • No more drowning in paper or filing!

Craig will demonstrate how your organization can provide everyone with visibility to documents, data and decisions without sending added emails and making unnecessary phone calls. He’ll help you quantify the benefit of digitizing documents and automating processes down to the minute in a typical work day.

To register and for more information, click here.

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What’s All the Talk About Business Intelligence?

Business Intelligence, or “BI” as it’s commonly called, is a popular buzzword in the software industry.  But as technology has matured, today’s BI is more than just a buzzword … it’s an affordable necessity for small and medium-sized businesses.

 

In fact, you have a fantastic set of BI tools that are built right in to your Microsoft Dynamics GP software that can help slice and dice your way to better profitability.  First, let’s talk about what BI is exactly.

 

The Right Information at the Right Time

BI is an umbrella term that describes a variety of tools involved in the process of gathering & organizing data into graphical views and meaningful reports that enable quick and informed decisions. Put simply, BI delivers the right information in the right format to the right person at the right time.

 

Without the tools that BI offers, it can be difficult to harness the volumes of data in your Microsoft Dynamics GP system in a timely fashion.  The resulting “information overload” can delay important business decisions.  The ultimate objective of BI is to improve the relevance, timeliness and quality of useful information.

Business Intelligence

No “Techie” Required

One of the most important aspects of BI tools is that they enable non-technical users (like managers and executives) to create charts, graphs, and meaningful reports that interpret large volumes of data without the need for a technical degree.  Too often key decision makers are forced to wait weeks or even months while the data they need is extracted and compiled by the IT department in a report that arrives well “after the fact.”

 

It’s Not Just for “The Suits”

One of the nice things about BI is that it works great as both a strategic and operational tool.  Strategically, managers and owners can analyze trends, gross profit margins, and other key performance indicators. Operationally, departmental personnel can streamline procedures.  Consider the example of a collections department that goes through a series of tasks, reports, call logs, customer notes, and possibly information in external spreadsheets to determine which customers are overdue.

 

Contact us today to learn more about Business Intelligence Reporting for Microsoft Dynamics GP or to schedule an online demo.

 

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Deliver Great Experiences and Grow Revenue-Highlights of CRM 2013

HIGHLIGHTS OF CRM 2013 FEATURES

In our socially connected 24×7 world, it’s never been more important for you to deliver top-notch customer experiences and service. Microsoft Dynamics CRM 2013 helps your business do just that. With a simple to operate user interface, Dynamics CRM 2013 bridges the gap between marketing, sales, and customer service – helping you deliver consistent customer experiences and grow revenue.

Let’s take a closer look at some of the top features of CRM 2013.

 

CRM dashboards

Stimulating User Experience

Get in, get done, and get going with a simple, visually stimulating interface. The data is now more organized and easily accessed where and when you need it most. Dynamics CRM 2013 minimizes distractions and improves productivity. Dashboards make reporting a breeze.

 

Process Excellence & Agility

Guided Processes take the guesswork out of your workflow by helping you determine what to do next. With guided processes you’ll always know where you are in the process, what tasks have been finished, and what projects still have to be completed.

With the ability to easily create new or modify existing business processes, you can adapt your business to market or industry changes custom to your business.

 

CRM Wherever You Want It

The new Mobile Applications for Windows Tablets, Windows Phone, iPad, iPhone and Android devices keeps you connected to the customer, account, and lead information you need whether in the office or on-the-run.

What’s more? Each new mobile application is touch optimized allowing you to easily update and modify records on the go.

 

Business Without Borders

Dynamics CRM 2013 gives your team the tools to collaborate and communicate across your business.

 

Want to learn more? Contact us for more information about Dynamics CRM

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InsideView gathers real time, social and business sales intelligence from many sources to help you unlock sales and marketing opportunities.

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