welcome gp users! - turnkey technologies · collaboration portal d365 field service (replaces...
TRANSCRIPT
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Welcome GP Users!
Turnkey Virtual GP User Group
September 14, 2017
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
1:00 - 1:10 - Introduction – Turnkey Digital TransformationChris Gherardini, CEO
1:10 - 2:10 - Purchasing with Efficiency - Procure-to-Pay in Dynamics GPDiane Seider, St. Louis GP Practice Lead Bill Schulz, Senior GP Consultant
2:10 - 2:25 - CRM Quick StartRokas Varanavicius, Director, Customer Engagement
2:25 - 2:40 - Enterprise Mobility and SecurityMike Hornberger, Director, Cloud & Hosting
2:40 - 3:00 - Tips & TricksLaura Cain, Dynamics Financial Reporting Specialist
3:00 – 3:15 - Q&A
Agenda / Introductions
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Turnkey Summarized Offering 2017 - 2018
• Microsoft Dynamics Portfolio Stack
• Dynamics GP
• Dynamics 365 – Enterprise aka Dynamics AX
• Dynamics 365 – Business aka Dynamics NAV
• Dynamics 365 – Sales, Service, Marketing, Field Service, PSA
• Dynamics Talent
• Industry Partners – Rental, Services, Supply Chain, CPM, more
• Turnkey Cloud – Private Dynamics GP Hosting
• Microsoft Cloud Stack
• Azure
• Office365
• Power Bi
• SharePoint
• Coming soon… SalesForce, Intact
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
• Hosting Dynamics GP in TTI Cloud (upgrade as you migrate)
• Relationship managers – solution road maps, visioning sessions
• Managed Services – virtual servers, applications, administration, support
• Integrating Dynamics GP/D365 with other line of business applications (eCommerce,
Dynamics CRM/SalesForce, EDI, Banking, …)
• Customer Service with Dynamics 365 Services
• Turnkey Customer Portals
• Marketing and Sales Management with Dynamics 365 Sales & Marketing
• Migrations to Dynamics 365 Enterprise/Business
• Office 365 Migrations, integration to CRM & ERP
• Power BI dashboards
• SharePoint
• Mobility
• IoT
• Corporate Performance Management Solutions (Prophix)
How we are helping customers in 2017
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Office 365 World
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Power BI anywhere
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Power BI anywhere
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Mixed mode dashboards
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Customer / Employee Collaboration Portal
D365 Field Service(replaces hazard scout)
M2M Data
Telemetry DataIntegration
Field Service Worker
D365 Enterprise (aka Dynamics AX)(Replaces RMI)
D365 Core (aka Dynamics CRM)(replaces salesforce)
Scribe IntegrationPlatform
Office 365/SharePoint/PowerBI
Includes: Marketing/Sales/Service
Turnkey / Mesa Proposed D365/O365 Macro Solution Model
Procurement
Rental
ReceivablesCollections
(Accounts, contact, AR, etc.)
Service Orders
Power BIReporting Experiences
New CustomerService Request
[email protected]/10/2017
General Ledger
Equipment / Asset Management
ServiceProduct
Management
Production Management
BankingInvoice History
Sales - Order & Invoice Processing
Quote - Order
ContractsAvailable to Rent
Autonomous Service Call Creation
SharePoint Document ShareSecurity/Audit
Service Activities
Solution model using D365 with Cloud stack
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Solution model using GP with O365/D365Cloud Stack
Customer / Employee Collaboration Portal
(350 users)
D365 PSAProject Services Automation
Resources 300 – FTE, 1099
WBS (Work Breakdown Structure)Task, Due Date, Budget, Work Decription
Resource Assignments Task Details Due Date Budget
Worker Task Notifications, Outlook Synch
Push Notification
Worker Time App
SubmitWorkflow
Project Gant, Project Status
Dynamics GP(Upgrade to GP
2016)
D365 Core Initially 10 – full users
Integration PlatformOffice 365/SharePoint/PowerBI
Limited Deployment/Hybrid
Includes: Marketing/Sales/
Service
Opportunities
Accounts/Contacts
Projects
Turnkey JumpStartIntegration Set
Dynamics 365 PSA JumpStart Configuration
Project, activity, element, Activity, status reports, etc.
GP Payables/HCM
GP Project Accouting
Project Time
Receivables(Accounts, contact, AR, etc.)
(Employee, Vendor Link)
Power BIEmployee/Customer
Reporting Experiences
SharePoint Document ShareSecurity/Audit/Change
Management
New Service Request
Case Management
[email protected]/10/2017
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Line of Business integration to GP HUB
Non PO Receipt
Over Receipt
Item Not on PO
PO Receipt
Columbus
Purchase Order
PO ReceiptExceptions
Post
Cost Layer
Dynamics GP Supply Chain Integration Diagram
Exception Handling
PO Invoice / 3-way MatchGP Inventory
PO Invoice (Manual/EDI)
Exceptions
Match
Match
PO Returns
Match
Purchase Order Return
CRT – Sales Trx Type 40 (RGA#)
Accounts Payable
Inventory Adjustments
Adjusted/Approved Exception Handling
Adjusted/Approved
Post
GP Sales Order Processing
Sales Transaction
w/Line Items
Cash Receipts
Receivables Management
Consume Cost Layer
From Line
Post Sale/Cash
to Receivables
Core Returns/Vendor Receivables
RTV
Rebates
Cost Adjustments
PO Receipt Exceptions:
Over received
Item was not on PO
Purchase Order
Invoice Match Exceptions:
Over received
Item was not on PO
Cost Variance
Auto Credit Memo
> 30 days old
Purchase Order (cancel/change)
Presented as Receipt with a Zero BackOrder
3/3/2015
Scribe (G)
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SpeakerRokas Varanavicius, Director, Customer Engagement
email: [email protected]
phone: 636.237.2277
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1764 1870 1969 2016
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What are you and your staff already doing today?
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What Treasures do you have in your GP?
All your
customers!!
Current, Past…
Even Vendors
Current and past
purchase historySome of the
Customer Contacts…
probably some
vendors, too…
Inventory... And much
more…
Details to calculate
Margin… at
Customer, Product,
Territory, Rep
level…
Sales by Rep,
Product,
Territory…
Life to Date,
Year To date,
Last Year to Date
Sales…
P & L
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How is it used now?
Are the users and data points connected allowing you to preserve company data & take action?
Is your key data connected to Outlook?
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Connection + Intelligent Action = Digital Transformation
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Digital Masters perform better
FASHIONISTASRevenue: +6%
Profitability: -11%
Market Value: -12%
DIGITAL MASTERSRevenue: +9%
Profitability: +26%
Market Value: +12%
Revenue: -4%
Profitability: -11%
Market Value: -7%
BEGINNER
Revenue: -10%
Profitability: +9%
Market Value: +7%
CONSERVATIVE
Dig
ital C
ap
ab
ility
Leadership Capability
+9% Revenue
Creation
+12%Market
Valuation
+26%Profitability
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Is it easy for our
salespeople to
capture an
opportunity and
track it?
Do I know what
Is in my sales
Pipeline or
Support Queues?
How am I measuring
my sales or support
team’s performance?
How much will it cost to
roll out a custom CRM
solution?
Does the support
team have an
understanding of
the customer
value?
Do I have the
ability to grow
effectively and
efficiently?
How long will it
take to get value
out of a new
system?
How much will my team
be distracted during a
system implementation
Key issues impacting a FRONT OFFICE business
app implementation
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Azure IoT
Cortana Intelligence
Power BI
AppSource
PowerApps
Microsoft Flow
Common Data Service
Project Service Automation
Marketing*
Customer Service
Field Service
Finance and Operations
*Brought to you by Adobe Marketing Cloud
Retail
Talent
Sales
CRM GPDynamics 365
QuickStartBI
QuickStartSales’n’Service
SalesPower BI
Customer Service
To help you out, we have put together QuickStart solutions… so we can take the first steps together
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QuickStart BI
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QuickStart Sales n’ Service-
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QuickStartBI
Envisioning Session for your Key Staff 3 Reports 4 pages per report
o Finance/Accounting Overview Detail BS Detail CF Detail P&L
o Sales/Marketing/Customer Care* Overview Detail Customer Detail SP Detail – Pipeline
o Operations Overview Detail Inventory Detail Fulfillment
Documentation that explains how to navigate and interact with the report (mini-manual)
Connection will be made to GP and one (1) outside data source (excel, Azure DB,
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QuickStartSales’n’Service
Envisioning Session for your Key Staff Start living in the Cloud Full Outlook integration** Simple sales & support management process - Never lose another opportunity! Integration from GP to jumpstart your system with key customer data
Customers Products & Pricing Invoices & Orders
Insight into your sales pipeline Generate Proposals Manage sales goals effectively Support Queue management Email to Case Predictable outcome
GP
$
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Turnkey guided Digital Transformation Journey
STAGES
Our value proposition
What we ask
Outcomes
PlanCustomer Outcome(s)
SelectionEnvisioning
Access to business and IT leadership Business priority alignment Current technology capability
footprint
Business leader participation in the workshop
Create and commit to a prioritized plan for digital development
Business leader sponsorship Commitment of time to provide input
towards maturity assessment and business case
Technical resources to collaborate on POC and Solution Architecture
Formally commit your investment by executing a project contract
Sponsor adoption and change management activities
Business Validation Technical Validation Contract AgreementImplementation & Value Realization
Empower your
employees
Engage your
customers
Optimize your
operations
Transform your
products
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Cyber SecurityPresented by Mike HornbergerCloud and Hosting Practice Manager
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
A little about me…• Husband and Father of 3 young kids (3,6,7)• Former CEO of 6 different companies• Been in IT for over 15 years• I designed and built Turnkey’s Data Center• I’ve ran with the bulls in Pompeloma• Hobbies – Salt Water Aquarium and Knife Throwing
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Turbulent TimesLast Year:
160 Million Customer Records Compromised *
~ 200 Days between infiltration and detection *
Latest Equifax breach – potentially 143 Americans are affected
Concerned: Credit Freeze – Prevents credit, loans, and services from being approved in your name without consent. It does not affect your credit score
* Verizon 2017 Data Breach Investigations Report
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Insider Debunked
Uncovering common myths and
misconceptions
Cyber Security
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Myth #1I’m not a large enterprise, hackers won’t attack me
Uncovering common myths and misconceptions about security
Fact: 61% of the data breach victims in this year’s report are businesses with under 1,000 employees?
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Uncovering common myths and misconceptions about security
Myth #2I don’t have the funds or resources for cybersecurity
Fact: The cost of implications of a breach can be far greater.
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Uncovering common myths and misconceptions about security
Myth #3Technology will fix
everything
If employees are properly trained to detect a scam or raise a suspicion, that can prevent an attack before the malware is even in the system.
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Invest upfront in the right education, resources, tools, and technologies to put prevention and mitigation at the forefront
Don’t wait until it’s too late!
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Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
What can my company do now to improve security and mitigate risks?
• Patching of all computers and servers (Windows Updates, Azure OMS)
• Keep regular backups including incremental cloud backups (Azure Backup)
• Establish policies for user credentials and ENFORCE
• Reduce Privileges
• Lock down Remote Desktop Servers (VPN, Account Lockout Policies)
• Implement Multi Factor Authentication (Azure AD, Identity)
• Mobile Device Management (Microsoft Intune)
![Page 50: Welcome GP Users! - Turnkey Technologies · Collaboration Portal D365 Field Service (replaces hazard scout) M2M Data Telemetry Data Integration Field Service Worker D365 Enterprise](https://reader033.vdocuments.mx/reader033/viewer/2022042310/5ed8a6646714ca7f4768515c/html5/thumbnails/50.jpg)
Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
In closing…
• Email Security and Advanced Threat Protection• Microsoft Intune for Mobile Device Management• Azure AD for identity protection• Azure Backup• Eliminating Spoofing Problems
Mike Hornberger email: [email protected] Phone: (636) 237-2272
![Page 51: Welcome GP Users! - Turnkey Technologies · Collaboration Portal D365 Field Service (replaces hazard scout) M2M Data Telemetry Data Integration Field Service Worker D365 Enterprise](https://reader033.vdocuments.mx/reader033/viewer/2022042310/5ed8a6646714ca7f4768515c/html5/thumbnails/51.jpg)
Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Tips and Tricks Presented by Laura Cain
![Page 52: Welcome GP Users! - Turnkey Technologies · Collaboration Portal D365 Field Service (replaces hazard scout) M2M Data Telemetry Data Integration Field Service Worker D365 Enterprise](https://reader033.vdocuments.mx/reader033/viewer/2022042310/5ed8a6646714ca7f4768515c/html5/thumbnails/52.jpg)
Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
• Write Off Overpayments/Underpayments
• Snipping Tool
• RM Transaction Unapply (PSTL)
• Mass Generate GP Reports
• Correct/Fix Journal Entries
Tips and Tricks
![Page 53: Welcome GP Users! - Turnkey Technologies · Collaboration Portal D365 Field Service (replaces hazard scout) M2M Data Telemetry Data Integration Field Service Worker D365 Enterprise](https://reader033.vdocuments.mx/reader033/viewer/2022042310/5ed8a6646714ca7f4768515c/html5/thumbnails/53.jpg)
Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Tips and Tricks
Write Off DocumentsMicrosoft Dynamics GP/Tools/Routines/Sales/Write Off Documents
![Page 54: Welcome GP Users! - Turnkey Technologies · Collaboration Portal D365 Field Service (replaces hazard scout) M2M Data Telemetry Data Integration Field Service Worker D365 Enterprise](https://reader033.vdocuments.mx/reader033/viewer/2022042310/5ed8a6646714ca7f4768515c/html5/thumbnails/54.jpg)
Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Tips and Tricks
Snipping Tool
![Page 55: Welcome GP Users! - Turnkey Technologies · Collaboration Portal D365 Field Service (replaces hazard scout) M2M Data Telemetry Data Integration Field Service Worker D365 Enterprise](https://reader033.vdocuments.mx/reader033/viewer/2022042310/5ed8a6646714ca7f4768515c/html5/thumbnails/55.jpg)
Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Tips and Tricks
RM Transaction Unapply (PSTL)
![Page 56: Welcome GP Users! - Turnkey Technologies · Collaboration Portal D365 Field Service (replaces hazard scout) M2M Data Telemetry Data Integration Field Service Worker D365 Enterprise](https://reader033.vdocuments.mx/reader033/viewer/2022042310/5ed8a6646714ca7f4768515c/html5/thumbnails/56.jpg)
Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Tips and Tricks
Mass Generate GP Reports
![Page 57: Welcome GP Users! - Turnkey Technologies · Collaboration Portal D365 Field Service (replaces hazard scout) M2M Data Telemetry Data Integration Field Service Worker D365 Enterprise](https://reader033.vdocuments.mx/reader033/viewer/2022042310/5ed8a6646714ca7f4768515c/html5/thumbnails/57.jpg)
Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Tips and Tricks
Correct/Fix Journal Entries
![Page 58: Welcome GP Users! - Turnkey Technologies · Collaboration Portal D365 Field Service (replaces hazard scout) M2M Data Telemetry Data Integration Field Service Worker D365 Enterprise](https://reader033.vdocuments.mx/reader033/viewer/2022042310/5ed8a6646714ca7f4768515c/html5/thumbnails/58.jpg)
Dynamics GP User Group MeetingSeptember 14, 2017
Turnkey Technologies, Inc. | www.turnkeytec.com
Thank you for joining us!This Dynamics GP User Group Meeting was recorded and will be archived at
www.turnkeytec.com/videos/gp within 3-5 business days.
The PowerPoint for this event will be emailed to you within the next two business days.
CPEThis event is eligible for 2 CPE credit hours in Missouri.
To request your CPE certificate, please [email protected]
Questions or comments:www.turnkeytec.com/contact