1. Demo Script: MSFT-IntroductionV2d
Introduction Click Talking Points
Instructions
1. Click Thanks for your interest in Microsoft
Dynamics Dynamics GP.
GP on tool
bar The goal of this introduction demo is to
showcase some of the key features and
benefits of Dynamics GP.
We will cover the ease use of the user
Click Here interface, look and feel of the
application, integration to the Microsoft
platform, reporting and executive
dashboards.
Let's get started.
2. Click Here we see the Homepage. This home
Introduction page is tailored to your role. You can
Demo also easily adjust it to your own needs.
Click Here
A key goal of Dynamics GP is to help you
be agile and be more informed.
We want to focus and surface critical
information to the right person and the
right time.
We also want to provide an easy to use
and easily recognized user experience.
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2. Demo Script: MSFT-IntroductionV2d
3. Click Home I want to take a few minutes to show the
Click Here Page Review power of information at your fingertips.
We bring critical role tailored information
in a visual way to everyone in your
organization.
4. Click the Here we see a graph on our Home Page.
graph
Click Here This provides a real time data delivered
to your organization. This user
configurable panel allows you to add
your own reports as well as over 200
business intelligence reports out of the
box.
5. Click the To The role center To Do panel brings your
Do panel work to you
Click Here
You are just a click away from the tasks
to be completed today. And the ability
to easily add your own tasks.
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6. Click the I want to show how easy it is to tailor
Click Here Tailor Home your Home Page to suit your own needs
Page and tasks
7. Click the You can easily adjust the Home Page
Arrow dashboards to add your own reports,
Click Here
beside the Tasks, Reminders, and integration to
Metrics Microsoft Outlook.
8. Click the Here we see a complete list of reports
Red X that you can select to add to your
dashboard. As well you can add your
Click Here own custom reports to our standard
library of reports.
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9. Click Screen Now I would like to take a quick look at
Click Here
Navigation one of our maintenance screens and how
review we navigate the system.
10. Click the Here we see the standard customer
Click Here
Lookup icon window. Notice that we have highlighted
fields Red to indicate required fields.
The color Blue to indicate links to other
records.
The Magnifier icon is the standard lookup
function.
This will bring a list of records for you to
pick from.
11. Click the We see the list of customer records as
Click Here Red X well the ability to look up on a custom
field.
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12. Click the We have lots of information grouped in
Options sub screens. Let’s click the options
Button button of the customer maintenance
window.
Click Here
13. Click the Easy access to lots of additional fields
Red X and settings. Notice that we keep email
contacts for mail integration. It’s easy to
Click Here
email statements to customers.
14. Click the Let’s close this window.
Red X
Click Here
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15. Click Back on the Shortcuts bar lets show how
Proactive easy it is to setup proactive notifications.
Click Here Notifications
16. Click Red X In the reminders preference window you
can control what and when to be
reminded.
Click Here
It’s really easy to adjust the system to
prompt you daily or days before an event
is due.
As well, the ability to show the number
of records that need to be processed and
via the visual cues.
17. Click I want to show you how we can extend
employee Dynamics GP to your entire organization
Click Here access through a browser.
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18. Click Red X Here we see Dynamics GP Business
Click Here Portal.
Employees can access key information
and reports and interact with the system.
Enter things like purchase requisitions,
HR information or enter time sheets.
All through a browser interface.
19. Click exec I want to review our executive
dashboards dashboards in the Business Portal.
Click Here
We have many pre built dashboards that
are easy to expose in the portal or
enhance for your own needs.
20. Click red X Here is the executive center. This is
Click Here where you access our dashboards. This
portal is built with Microsoft’s SharePoint
server.
We have 10 focus areas of dashboards.
Each with a series of relevant reports for
those business areas.
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21. Click Office Dynamics GP is tightly linked to Microsoft
Excel Office. I want to show how easy it is to
integration pull up a report in Microsoft Excel.
Click Here
22. Click Here we see Microsoft Excel. We opened
AARONFIT0 the Excel report with real-time access to
001 blue Dynamics GP.
Click Here underline
This is Excel refreshable report was
created to access data real-time.
Click on the blue link to drill back to the
customer record.
23. Click Red X Notice we have linked from excel to
Dynamics GP by automatically pulling up
the customer record in Dynamics GP.
Click Here
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24. Clicked Dynamics GP also provides inquiry only
Inquiry Only windows.
drill back This enables you to offer access to the
Click Here system to limit the access for certain
users.
25. Click left On the bottom left we see our navigation
VCR button buttons. This is how one way can
navigate the system.
I want to go to the first record so I hit the
left VCR button.
Click Here
26. Select first Here we see the general ledger inquiry
record window.
The system tracks back to the source
records so we can always find out what’s
Click Here going on with the transaction.
Let's locate the source of the first record.
click on the first transaction in the grid.
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27. Click on The blue underline indicates the link.
Journal
Entry
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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30. Click simple We have a really simple tool called
data access Smartlist.
Click Here Smartlist is in easy-to-use report builder.
Anyone can use this tool and be making
reports in the snap.
31. Click on the Here we see a smart list. The Smartlist
Excel button tool enables an end user to easily filter
and change the columns for their own
custom report.
Click Here
We find this is one of the most popular
tools in the Dynamics GP solution.
And of course we can export this to Excel
where you can enhance the report and
share with others in your organization.
32. Click red X Dynamics GP opened Microsoft Excel
Click Here
automatically and sent the data real time
from Dynamics GP into Microsoft Excel.
This enables you to snapshot data and
analyze it and share with your
organization at a point in time.
Of course, we could also have used an
Excel refreshable report and given real-
time data every time we run the report.
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It’s your choice.
33. Click Red X Let's close out this window
Click Here
34. Click work Let's see how Dynamics GP helps you
managemen organize your work for how you work.
t
A common request we get from our
Click Here
users is help me organize my work
better. There are lots of things
happening in your day and lots of
interruptions. We want to help you
ensure that things don’t drop to the
cracks.
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35. Click Red X Here we see a list of work to be done
sorted by date and assigned to users.
Click Here These can be simple reminders or links
into Dynamics GP to specific screens or
functions.
The right column shows the values in
each of these reminders. This is an easy
way to stay ahead of your workload.
36. Click critical I want to show you how Dynamics GP can
alerts automatically alert you when key metrics
exceed their targets.
Click Here We have an easy to configure alerting
engine built right inside Dynamics GP.
It allows you to send reports via e-mail
automatically.
37. Click first This is our business alerts configuration
VCR button maintenance window.
Click Here
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38. Click Red X This is a simple tool for your
administrator to configure business
alerts.
Click Here It will help you design and build queries
that will run automatically and alert you
to exceptions delivered right to your
mailbox.
39. Click easy to Dynamics GP is really too is easy to
extend extend to your specific needs data and
screens process.
We often get requests from customers to
Click Here add simple custom fields and forms.
We have a built in tool called Extender.
The purpose of this tool is to enable you
to add your own fields to any screens in
the system or create new forms.
Let’s take a look at this great tool.
40. Click detail Here we see the extender toolset
windows window.
Click Here
We can add the forms create new forms
add lookups and dialog boxes even have
macros. I want to show you how old
extended the customer master record to
add a list of software modules purchased
by this customer.
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41. Click Here we see a list of windows and dialog
software boxes that are linked to Dynamics GP
Click Here modules windows. These are written in the same
tool is Dynamics GP and very easy to add
in customize. Some customers even
write many applications with extender.
Let's look at one of these many
applications form.
42. Click screen Here we see the layout of the additional
Click Here navigation form that attach to the customer
maintenance window. We can add fields
lookouts dates check boxes all the things
to make a very highly interactive form.
This is linked off the customer master
record. Let's go see this form an action.
43. Click Here we see the customer window and
additional off the edition also menu item we see
menu item are listed added forms linked to this
Click Here record.
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44. Click Notice we have a form “software
software modules”. That's open this form.
Click Here
modules
45. Click Red X Here we see a customer and fed his
purchasing advanced core module and
712 and a long-term version of 1.1 this is
an added form and added fields link to
Click Here
this customer records. You can have
multiple forms off the customer record
for multiple applications.
46. Click Red X
Click Here
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47. Click e-mail The Dynamics GP System links to e-mail.
integration Let's look at some of this e-mail
integration.
Click Here
48. Click red X Here we can see that we can e-mail a
Click Here customer statement, print them or print
and send e-mail.
49. Click built in Dynamics GP has a workflow engine built
workflow into it. It allows you to approve records
before they are completed. Let's take a
look at this workflow.
Click Here
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50. Click Red X Here we see any mail that has been
approved for a purchase order. We sent
an e-mail to the approver and they
Click Here
proved the purchase order in SharePoint.
51. Click Dynamics GP has several options for
Dashboard reporting including executive
reporting dashboards. Let's look at his dashboard
reporting. We have dashboard reports in
business portal, reports in Dynamics GP
Click Here in the home page, and operational BI and
within lists.
52. Click web Let's take a look at executive dashboard
dashboards reports in business portal.
Click Here
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53. Click red X Dynamics GP has over 200 dashboard
Click Here
reports that you can select in our
Executive Center. It's very easy to
personalize the reports in SharePoint. All
the reports are available across the
entire system within one source location.
It's very easy to add your own reports to
this library.
54. Click Let's take a look at the power of business
operational intelligence at the operational genuine
yet but I tell you something fun level.
Click Here
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Here
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56. CS56: Click
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57. CS57: Click
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58. CS58: Click
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59. CS59: Click
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