Microsoft Dynamics SL 2011 SP1, FP1, and BeyondJon Augdahl

Dynamics 2011 and 2011 SP1 RevisitedJon Augdahl

Menu SearchYou can search for menu items

Navigation HistoryDynamics keeps track of where you’ve been

Quick Query and Grid to ExcelGet your data out of data jail!

AttachmentsAttach files to data elements.

Quick Send Improvements• Automatically send email with attached documents• AR Invoice/Memo• AR Statement• Construction Billing• DD Advice Slip Stub• OM Invoice• OM Order Confirmation• OM Shipping Notice• Project Invoice• Service Call Invoice• Service Contract Invoice• Purchase Order

• Ability to resend if needed• Ability to print to paper if needed

Doc Share and Upload to SharePointStop making paper copies of documents• Doc Share will automatically upload customer, project, and/or

vendor documents to the SharePoint site or Document Library of your choice.

• Upload to SharePoint allows you to upload any report run from Dynamics or Business Portal to any SharePoint site or Document Library

• Live Demo!

Multiple Company ChangesQuick Switch CompaniesColor Coded CompaniesMultiple Companies open at once

GL Journal Transaction CorrectionNo more copy/paste to Excel, change dr and cr columns, and copy/paste back.

Timecard Approval DelegationJust like out of office in Outlook

Project Transaction TransferAllows you to move transactions from project/task/account to any other project/task/account.

Better integration with IN, PO, SO• PO/IN – new purchase type• SO – create project from sales order, bill in Flexible Billings

Desktop shortcutDemo

#conv13

FP1 and BeyondJon AugdahlBoyer & Associates

Report maskingSocial Security Number (SNN) fieldTax ID Number (TIN) field Prints reports with mask

Report maskingSocial Security Number (SSN) fieldTax ID Number (TIN) field Prints report fields with asterisks (*) mask

How does it work?Users with access rights to maintenance screens associated to a report can turn on or off the mask

Those without access rights will always see the mask

Example

Home page enhancement

• Automated faxing and emailing• Set up specific to each vendor, customer, or employee

• Customer documents• Invoices from Accounts Receivable (AR), flexible billings, service,

construction billing, and Order Management (OM)• AR statements• Order Management order confirmations• Manual order confirmations• Shipping notices

• Vendor documents• Purchase orders

• Payroll direct deposit advice slip stubs

Quick Send

Did I set up Quick Send?

• Accounts PayableVendor (03.670.00)

• Accounts Receivable Customers (08.650.00)

• ProjectProject Profile (PA.010.00)

• PayrollEmployee (02.670.00)

Reports include Quick Send info

Hard Close restrictions by module

Hard Close restrictions by module• Prevent posting batches to prior periods• Globally or by Microsoft Dynamics® SL

module

• Who can override?• SYSADMIN • Members of Administrators group • View or higher access rights to the 01HC000 “Hard Close Feature”

screen

Hard Close

Suppress batch control reports • Globally or by Microsoft Dynamics SL

module

Project Flex Time Invoice enhancement

Jon Augdahl

Monday – Did stuffTuesday – Did more stuffWednesday – Ditto

Project Flex Time enhancement• Project Flex Time entry for Business Portal • Accepts multiple user invoice comments• Provides customers with additional details on work completed

Timecard correction by line item Project timecards

Change linesDelete linesAdd lines

Microsoft Dynamics SL 2011 SP1 and priorReverse the entire timecardRepost the entire timecard

Microsoft Dynamics SL 2011 FP1Only those entries that have changed will be reversed and reposted

Flexible BillingsAutomatic Invoice Creation

Added Fiscal Period filter Start Fiscal PeriodEnd Fiscal Period

Can specifyStart/End dateStart/End Fiscal PeriodEither or both

• Calculate and store actual amounts

• Ability to monitor provisional vs. actual indirect costs• Period-to-date (PTD)• Year-to-date (YTD)

• Supports multiple cost pools • Fringe, overhead, material handling, etc.

Project indirect cost at actual reporting and management

Microsoft® Office 365 support

Grid to Microsoft Excel®

(E3 and E4)

Microsoft SharePoint® Online

Doc share

Attachments

Upload to SharePoin

t

Business Analyzer (BA)• Dashboard• Displays Microsoft SQL Server® Reporting Services (SSRS) reports• Collaborate through Microsoft Lync®• Deploys independently

Quick Query report generation• Report generation wizard• Creates and deploys Microsoft SQL Server reports • Summary • Detail • Drill-down capabilities • Links to Microsoft Dynamics SL

screens

• View reports in BA

VBA Customizations

• Check box in Export Customizations screenVBA customizations as source

Export VBA customizations as sourceOFF ON

Web Services• Connect custom or third- party applications to Microsoft Dynamics SL:• Project time entry • Project expense entry• Now support• Document attachment • Project notes

Web Services

Microsoft Dynamics SL

Surround Project Roles

For mobile devices

Web Services

• Microsoft Management Reporter• Management Reporter 2012 for Microsoft Dynamics ERP with Rollup 5• Datamart for faster report processing• Posting reports to SharePoint site

• Microsoft FRx®• Still supported for Microsoft Dynamics SL 2011 FP1

Financial reporting

• Operating system • Windows Vista® Service Pack 1 or later versions • Windows® 7• Windows 8• Windows Server® 2008 or Windows Server 2008 R2 or later versions • Windows Server 2012

• Microsoft SQL Server • SQL Server 2008 SP2 or later versions, Standard or Enterprise edition • SQL Server 2008 R2 or later versions, Standard or Enterprise edition • SQL Server 2012 or later versions, Standard or Enterprise Edition

System requirements

• User Guides for Microsoft Dynamics SL 2011 FP1

• User Guides for Business Portal for Microsoft Dynamics SL 2011 FP1

• Create custom User Guides• Contact your partners to discuss

User manuals

• Add multiple customer IDs to create a group in Customer Site Group (SD.041.00)

Service series special pricing

• Special pricing revisions can also be entered in Site – Special Pricing Revisions (SD.042.00)

Service series special pricing

Pricing enhancement• Special pricing has start and end date• Multiple special prices active at one time• Invoice line entry will choose best price to

your customer

• Microsoft Dynamics SL Feature Pack 1 available now!

• Global enhancements • Service enhancements• Project enhancements• Business Analyzer• Quick Query SSRS report builder

Summary