Tag Archives: upgrade

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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Top 5 reasons why you should start your Dynamics GP 2015 upgrade plans now – ERP consulting for Microsoft Dynamics GP Canada

 1.      Microsoft support for Dynamics GP 2010 ends mid-October 2015 and Dynamics GP 10.0 is no longer supported and nearing obsolescence

Although Endeavour will continue to provide clients with support on older versions of Dynamics GP, Microsoft’s mainstream support for GP 2010 SP1, SP2 and SP3 expires on October 13, 2015.   Microsoft’s mainstream support for GP 10.0 has already ended. The following link will take you to the official Microsoft Support Lifecycle page.   Unsupported applications carry an increased risk that bugs or errors discovered within these products will not be fixed by Microsoft.  For some companies having an unsupported ERP poses a non-compliance within their Business Continuity, Disaster Recovery and/or ISO plans and certifications.

The upgrade process from Dynamics GP 2010 to GP 2015 R2 is a one-step upgrade, however to upgrade from Dynamics GP 10.0 to GP 2015, will require a 2-step upgrade with an upgrade to GP 2013, then to GP 2015 R2.  Our team at Endeavour is well versed in each of these upgrade approaches.  We HIGHLY RECOMMEND that you consider embracing many of the new workflow, reporting and business automation functions as part of your upgrade.  Such considerations may require additional configurations and business process re-design.

2.      The new Dynamics GP 2015 R2 is full of solid enhancements

Our Dynamics GP consultants in Ontario, Quebec and Nova Scotia are thrilled with the added functions and stability of Dynamics GP 2015 R2.  As you may have heard, FRx has been replaced with MR (Management Reporter) for handling your reporting needs via the Microsoft SSRS or Power BI report presentation tools. The enhanced workflow functions are especially exciting and provide a great platform for further automating business processes, improving back-office efficiencies and enforcing financial controls as part of an upgrade of your investment in Microsoft Dynamics GP.  Of course we can’t forget all the “small” improvements in the Dynamics GP 2015R2, like the having Debits before Credits in all your lists and reports or having the option to automatically update your check book and bank rec when doing a cash receipt.  For many GP 2015 is a significant upgrade from older versions such as GP 10.0 and GP 2010.  Endeavour recommends budgeting for additional change management and training to help users adapt to the new screens, new and enhanced workflows and new reporting methods.

3.      Change Management / User Adoption plans have a greater impact in September

Endeavour Solutions has been providing accounting and ERP consulting for Microsoft Dynamics GP customers for over 20 years.  Over this time, we have enjoyed a low turn-over of consultants and a high retention of satisfied clients.  Experience has shown that when it comes to business readiness, change management and training plans, users are more open to change and adoption of new processes after returning from vacation. The top two times of the year for the greatest mass-return of employees from vacation is at the end of the summer and after the New Year.

Psychologically speaking employees are typically a little more relaxed and more open to new ideas (process changes), while at the same time are motivated by messages from popular media around “Back to school” and a “New year”.  It is at these times of the year where we see increased user adoption of newly enhanced systems and their attainment of new goals, KPIs and other performance metrics.

4.      Internal resource discussions are often smoother during the summer

Business decisions these days are rarely made in isolation; choosing when and how to upgrade your current Dynamics GP ERP is no exception.  We’ve found that key executive stakeholders are often swamped with a variety of projects throughout the year, but typically slow down over the summer months.  Although, summer vacations themselves can create havoc on coordinating calendars.  When key stakeholders are able to meet, they are typically less distracted with other projects.  It may seem counter intuitive, but the summer can actually be the most productive time to reach a common understanding and commitment around resource allocations.

Our team at Endeavour can assist and even mediate your internal review of upgrade approaches, hosting/licensing options, and training plans.  We can also assist with your internal review and evaluation of different approaches to defining new job roles, performing custom calculations, unifying your chart of accounts, working with multiple reporting entities, configuring workflow approval hierarchies, adjusting approval thresholds and a variety of other accounting and business controls that impact business autonomy, team collaboration, reporting visibility and even the calculation of bonus / compensation payouts.

5.      Fewer competing priorities in August – Start your plans now

As discussed, the summer often presents a time when fewer corporate projects are running.  Now is a good time to take advantage of the potential lull in activity and insert an upgrade assessment and business proposal review before other projects are slated to begin.

We’ve found that the majority of top companies operate within defined budgets.  ‘Carpe diem’, if you want to seize the opportunity to improve your performance, streamline your business operations and lay the foundation for future growth, you will need to reallocate the funds from other budgets to pay for your September/October upgrade.

Thus the time is now, to consider your Microsoft Dynamics 2015 upgrade plans in preparation for business process improvements and an upgrade to Dynamics GP 2015 this Fall.

 

Call or e-mail Steve Ewing at Endeavour Solutions to set up a meeting to talk about your current Dynamics ERP system and to discuss the various options and approaches available for upgrading to Dynamics GP 2015 R2.

Enjoy these last few weeks of summer, we look forward to hearing from you.

Best regards,

Endeavour Solutions

Looking for a new Dynamics Business Partner? – click here www.endeavoursolutions.ca/newpartner

 

Steve Ewing
Director, Business Development
Endeavour Solutions Inc.
(905) 542-2139 x 213 / (902) 444-7753 x 213
sewing@endeavoursolutions.ca
 
Endeavour Solutions - Dynamics Consulting
 
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