1. Demo Script: MSFT-IntroductionV2a
ntroduction Click Instructions Talking Points
1. Click Dynamics GP on tool bar Thank you for your interest in Microsoft Dynam
The goal of this introduction demo is to showca
features and benefits of Dynamics GP.
We will cover the
the user interface,
look and feel of the application,
Click Here integration to the Microsoft platform, executiv
reporting.
Let's get started.
2. Click Introduction Demo Here we see the Homepage. This home page is
You can also easily adjustit to your own needs.
A key goal of Dynamics GP is to help you be agi
Click Here
informed.
We want to focus and surface critical informati
and the right time.
We also want to provide an easy to use and eas
experience.
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2. Demo Script: MSFT-IntroductionV2a
3. Click Home Page Review I want to take a few minutes to show the powe
Click Here your fingertips.
We bring critical role tailored information in a v
everyone in your organization.
4. Click the graph Here we see a graph on our Home Page.
Click Here This provides a real time data delivered to your
user configurable panel allows you to add your
as over 200 business intelligence reports out of
5. Click the To Do panel The role centerTo Do panel brings your work to
Click Here You are just a click away from the tasks to be co
the ability to easily add your own tasks.
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3. Demo Script: MSFT-IntroductionV2a
6. Click the Tailor Home Page I want to show how easy it is to tailor your Hom
Click Here own needs and tasks
7. Click the Arrow beside the Metrics You can easily adjust the Home Page dashboard
reports, Tasks, Reminders, and integration to M
Click Here
8. Click the Red X Here we seea complete list of reports that you
your dashboard. As well you can add your own
our standard library of reports.
Click Here
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4. Demo Script: MSFT-IntroductionV2a
9. Click Screen Navigation Now I would like to take a quick look at one of
Click Here
screens and how review we navigate the system
10. Click the Lookup icon Here we seethe standard customer window. No
Click Here
highlighted fields Red to indicate required field
The color Blue to indicate links to other records
The Magnifier icon is the standard lookup funct
This will bring a list of records for you to pick fr
11. Click the Red X We see the list of customer records as well the
Click Here a custom field.
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5. Demo Script: MSFT-IntroductionV2a
12. Click the Options Button We have lots of information grouped in sub scr
options button of the customer maintenance w
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13. Click the Red X Easy access to lots of additional fields and setti
keep email contacts for mail integration. It’s ea
statements to customers.
Click Here
14. Click the Red X Let’s close this window.
Click Here
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6. Demo Script: MSFT-IntroductionV2a
15. Click Proactive Notifications Back on the Shortcuts bar lets show how easy i
notifications.
Click Here
16. Click Red X In the reminders preference window you can co
to be reminded.
It’s really easy to adjust the system to prompt y
Click Here
before an event is due.
As well, the ability to show the number of reco
processed and via the visual cues.
17. Click employee access I want to show you how Dynamics GP to your e
through a browser.
Click Here
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7. Demo Script: MSFT-IntroductionV2a
18. Click Red X Here we see Dynamics GP Business Portal.
Click Here Employees can access key information and repo
the system. Enter things like purchase requisiti
or enter time sheets.
All through a browser interface.
19. Click exec dashboards I want to review our executive dashboards in th
Click Here We have many pre built dashboards that are ea
portal or enhance for your own needs.
20. Click red X Here is the executive center. This is where you
Click Here dashboards. This portal is built with Microsoft’
We have 10 focus areas of dashboards. Each w
relevant reports for those business areas.
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8. Demo Script: MSFT-IntroductionV2a
21. Click Office Excel integration Dynamics GP is tightly linked to Microsoft Offic
how easy it is to pull up a report in Microsoft Ex
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22. Click AARONFIT0001 blue underline Here we see Microsoft Excel. We opened the E
time access to Dynamics GP.
Click Here This is Excel refreshable report was created to a
Click on the blue link to drill back to the custom
23. Click Red X Notice we have linked from excel to Dynamics G
pulling up the customer record in Dynamics GP
Click Here
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9. Demo Script: MSFT-IntroductionV2a
24. Clicked Inquiry Only drill back Dynamics GP also provides inquiry only window
This enables you to offer access to the system t
certain users.
Click Here
25. Click left VCR button On the bottom left we see our navigation butto
way can navigate the system.
I want to go to the first record so I hit the left V
Click Here
26. Select first record Here we see the general ledger inquiry window
The system tracks back to the source records so
out what’s going on with the transaction.
Click Here Let's locate the source of the first record.
click on the first transaction in the grid.
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10. Demo Script: MSFT-IntroductionV2a
27. Click on Journal Entry The blue underline indicates the link.
Click Here
28. Click Red X Let's close out this window
Click Here
29. Click Red X And this window to.
Click Here
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11. Demo Script: MSFT-IntroductionV2a
30. Click simple data access We have a really simple tool called Smartlist.
Smartlist is in easy-to-use report builder.
Click Here Anyone can use this tool and be making reports
31. Click on the Excel button Here we see a smart list. The Smartlist tool ena
easily filter and change the columns for their ow
We find this is one of the most popular tools in
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solution.
And of course we can export this to Excel wher
the report and share with others in your organi
32. Click red X Dynamics GP opened Microsoft Excel automati
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data real time from Dynamics GP into Microsof
This enables you to snapshot data and analyze
organization at a point in time.
Of course, we could also have used an Excel ref
given real-time data every time we run the repo
It’s your choice.
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33. Click Red X Let's close out this window
Click Here
34. Click work management Let's see how Dynamics GP helps you organize
you work.
A common request we get from our users is he
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work better. There are lots of things happening
of interruptions. We want to help you ensure t
to the cracks.
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13. Demo Script: MSFT-IntroductionV2a
35. Click Red X Here we see a list of work to be done sorted by
users.
Click Here These can be simple reminders or links into Dyn
screens or functions.
The right column shows the values in each of th
is an easy way to stay ahead of your workload.
36. Click critical alerts I want to show you how Dynamics GP can auto
when key metrics exceed their targets.
We have an easy to configure alerting engine b
Click Here Dynamics GP.
It allows you to send reports via e-mail automa
37. Click first VCR button This is our business alerts configuration mainte
Click Here
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38. Click Red X This is a simple tool for your administrator to co
alerts.
It will help you design and build queries that wi
Click Here and alert you to exceptions delivered right to y
39. Click easy to extend screens Dynamics GP is really easy to extend to your sp
process.
We often get requests from customers to add s
and forms.
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We have a built in tool called Extender.
The purpose of this tool is to enable you to add
any screens in the system or create new forms.
Let’s take a look at this great tool.
40. Click detail windows Here we see the extender toolset window.
Click Here We can add fields to existing forms, create enti
add lookups to windows.
I want to show you how to we can extend the c
record to add a list of software modules purcha
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41. Click software modules Here we see a list of windows and dialog boxes
Dynamics GP.
Click Here
These are written as native applicationsin Dyna
easy to add and customize.
Let's look at one of these mini applications to t
purchases.
42. Click screen navigation Here we see the layout of the software module
Click Here to the customer maintenance window.
We can easily add fields,lookups, dates and che
All the things to make aninformative and intera
linked off the customer master record. Let's go
action.
43. Click additional menu item Here we see the customer window.
On the form we see the Additional menu.
Click Here
This is where we list theadded forms linked to t
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44. Click software modules Notice we have a form “software modules”. le
Click Here
45. Click Red X Here we see the software modules form create
You can have multiple forms off the windows to
applications.
Click Here
46. Click Red X
Click Here
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47. Click e-mail integration The Dynamics GP System has links to e-mail.
Let's look at one of the ways we can leverage th
feature
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48. Click red X Here we can see that we can e-mail a customer
Click Here them or print and send e-mail.
There are many other ways in which we leverag
GP
49. Click built in workflow Dynamics GP has a workflow engine built into i
It allows you to approve records before they ar
take a look at this workflow.
Click Here
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50. Click Red X Here we see any mail that notifying us of an ap
order.
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We sent an e-mail to the approver and they ap
order in SharePoint and the workflow system a
purchase order and notified the requestor.
51. Click Dashboard reporting Dynamics GP has many options for reporting in
dashboards.
Let's look at some of this reporting.
Click Here We have dashboard reports in business portal,
GP in the home page, and operational BI and w
lists.
52. Click web dashboards First, let's take a look at executive dashboard re
portal.
Click Here
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53. Click red X Dynamics GP has over 200 dashboard reports t
Click Here
our Executive Center.
It's very easy to add your own or personalize ou
library.
All the reports are available across the entire sy
source location. It's very easy to add your own
library.
54. Click operational Let's take a look at the power of business intell
operational level.
We have integrated our reports at the record le
inquiry windows.
Click Here
This enables your users to spot trends during th
their day using the system.
55. Click Home Here we see a list of customers. On the right w
visual reports related to this record.
As well, we have an information panel below th
information about this record.
Click Here
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20. Demo Script: MSFT-IntroductionV2a
56. Click BA Now I want to show you an executive dashboar
your organization can use.
This does not require the Dynamics GP client.
Click Here
57. Click Red X Here we see the Dynamics GP business analyze
Click Here This tool accesses the same reporting library an
time executive reports to your desktop.
Of course, it’s easy to add your own reports to
58. Click Red X
Click Here
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21. Demo Script: MSFT-IntroductionV2a
59. CS59: Click Here Well that wasour quick tour.
We wanted to show you some of the highlights
Click Here Dynamics GP.
Please take a look some of our other videos for
specific to your needs.
Thanks for your time today
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