Capabilities Guide In Microsoft - Microsoft Dynamics ERP
ProductCapabilitiesGuide inMicrosoftDynamics GP2018November 2017
ContentsFocus in growing your business, not running it2How to Buy Microsoft Dynamics GP2Microsoft Dynamics GP Functionality Overview4One Business Solution from MicrosoftFinancial ManagementBusiness Intelligence and ReportingSupply Chain ManagementManufacturingProject ManagementField Service ManagementHuman Resource ManagementConfiguration and DevelopmentMicrosoft Resources681011131313141516
Focus on Growing YourBusiness, not Running ItDynamics GP is a complete enterprise resource planning(ERP) solution for small to medium sized businesses.Dynamics GP helps you gain control over your primarybusiness drivers. From financials and human resourcemanagement to manufacturing and operations, DynamicsGP brings people and systems together to support yourbusiness ambitions.Whether you are considering purchasing Dynamics GP orare an existing customer looking to expand your solutionwith new functionality, this guide provides an overview ofthe product modules available grouped by the functionalarea.Dynamics PartnersDynamics GP is sold exclusively through DynamicsPartners who are trusted advisors for your end-to-endbusiness solution. Dynamics partners provide planning,implementation, customization, and support servicesaimed at optimizing your solution for your specificbusiness needs beyond just accounting. They have theexpertise to ensure your solution works for you.Deploying Dynamics GPRegardless of how the software is purchased it can bedeployed where you choose. (On premises, private cloud,public cloud or a hybrid combination)Buying Dynamics GPYou have the choice of purchasing the Dynamics GPlicenses up front (perpetually), or paying a monthly fee(subscription). Both licensing options include rapid starttools, built-in functionality to get up and running quickly.Both licensing models are designed to simplify thepurchase process. Various user types are available toprovide different types of access at lower price pointsgiving businesses more flexibility.Dynamics Perpetual LicensingWith Microsoft Dynamics Perpetual Licensing, you licensethe ERP Solution functionality up front, and access to thatfunctionality is secured by licensing users. A yearlymaintenance renewal is available. Perpetual Licensing isdesigned to help your businesses get started with anaffordable one-time starting price.Dynamics Subscription LicensingWith Subscription licensing, you pay as you go with aterm-based rights to use Dynamics GP. It designed toprovide a lower initial licensing cost and flexibility toincrease or decrease license counts from one subscriptionterm to the next. This helps businesses get started with alow initial cost.Packaging of Functionality & Product Capabilitiesin Microsoft Dynamics GP 20182
Functionality Packs andUser TypesThe Starter PackBusinesses can quickly and affordably get started withDynamics GP. The Starter Pack offers core Financials andDistribution functionality with three full users. It isavailable in English, Latin American Spanish, and FrenchCanadian languages.The Starter Pack is designed to help you: Gain control and insight over their finances Purchase and sell services, items and materials Pay and manage employeesFor many businesses, this is the only Dynamics GP licenserequired.Note: Additional software licenses may be required, suchas Windows Server, SQL Server, and Office 365. Softwaremust be licensed per the applicable license terms.Extended Human Resources and PayrollThe Starter Pack includes standard US and CanadianPayroll and Human Resources for an unlimited number ofemployees. The Extended Human Resources and PayrollPack brings additive functionality that offers moreflexibility in how companies pay and manage theiremployees in the US.Note: The Starter Pack is a prerequisite to the ExtendedPack, Customization Pack and Extended Human Resourcesand Payroll. These additional packs do not include userlicenses.User License TypesThree user types are available, full, limited and self-servicegiving you the ability to control access and the cost ofyour solution. Named Self-service users are designed fornon-business tasks. The concurrent limited user can viewbusiness information in addition to the self-serve rights.The full concurrent user allows full access.The Extended PackBusinesses that require more advanced functionality canlicense the Extended Pack that enables you to extend corefinancials and distribution with broader functionalityextensions such as: control the creation of raw materials to finishedgoods managing and billing jobs for professional services,construction and other unique needs.Customization PackThe Customization Pack gives you the ability to integrateor customize Dynamics GP yourself with built-in tools fordeep integrations with other products, andcustomizations that extend the application to meetspecific requirements.Packaging of Functionality & Product Capabilitiesin Microsoft Dynamics GP 20183
Functionality OverviewLegendStarter PackExtended PackExtended Human Resources and PayrollFinancial ManagementBetter ReportingHuman Resource and PayrollSmartListsInquiry WindowsAll In One Document ViewerUnlimited Mgmt ReporterDesigner UserUnlimited Mgmt ReporterViewer UserAnalysis Cubes LibraryAdvanced Analysis Cubes LibraryRefreshable Excel ReportsSmartList DesignerOffice 365 WorkspacePowerBI Dashboards and ReportsHuman Resources UnlimitedEmployeesPayroll (US) Unlimited EmployeesPayroll (Canada) UnlimitedEmployeesPayroll Direct DepositFederal Magnetic MediaPayroll ConnectPosition ControlEmployee PayEmployee ProfileHuman Resources Time and ExpenseManagementGeneral Ledger withAdvanced Financial AnalysisAccount Level SecurityCash Flow ManagementFixed Asset ManagementIntercompanyNational AccountsMulticurrencyAnalytical AccountingRevenue/Expense DeferralsBank ReconciliationElectronic Banking SuiteSafe PayCashbook Bank ManagementElectronic Bank ManagementElectronic ReconciliationPayables ManagementReceivables ManagementCustomer/Vendor ConsolidationsLockbox ProcessingRefund ChecksGrant ManagementEncumbrance ManagementField Level SecurityProcess ServerSupply ChainManagementConfiguration andDevelopmentCustomizationPackExtended HumanResource and PayrollInvoicingSales Order Processing w/ AdvInvoicingExtended PricingOrder ManagementInventory ControlBill of MaterialsPurchase Order Processing/ReceivingsLanded CostPO GeneratorProcurement\RequisitionsModifier with Visual Basic forApplicationsCustomization Site LicenseIntegration Manager - ConversionsService Based ArchitectureIdentify ManagementWorkflowCustomer and Vendor CombinerIntegration ManagereConnectWebServicesDexteritySoftware Development KitCustomization SuiteHR AdvancedUS Payroll AdvancedPTO ManagerBenefits Management andEnrollmentSupply mer RelationshipManagementManufacturing Bill of MaterialsManufacturing Order ProcessingMaster Production SchedulingMaterials Requirements PlanningProject AccountingProject Time and ExpenseContract AdministrationService CallDepot ManagementPreventive MaintenanceAdvanced DistributionAdvanced PickingAvailable to PromiseReturns ManagementPackaging of Functionality & Product Capabilitiesin Microsoft Dynamics GP 20184
Think bigger thanDynamics GPDynamics GP works with many othertechnologies giving you more options to solvebusiness problems beyond basic accounting.Our goal is to leverage tools you already knowlike Excel combined with new technologies thatexpand through your entire organization.When you purchase Dynamics GP you aregetting much more than leading classaccounting. You are getting a business solutionfrom MicrosoftCommunityDynamics GP has an exceptional community that isvibrant and active, filled with experts. With onlinecommunity forums and events, you can leverage howother companies are utilizing Dynamics GP to get newideas on how to do business better. www.gpug.comMicrosoft Office 365Independent Software Vendors (ISV’s)Every business is different and has unique needs, some ofthese requirements are specific to your industry, locationor size. Dynamics GP embraces our trusted and tenuredISV community to extend the solution to give you morevalue.SQL SERVERDynamics GP utilizes full SQL Server technology includingthe Microsoft SQL Server database, SQL Server ReportingServices, and SQL Server Analysis Services.Dynamics GP is optimized for a SQL database with built-inscalability plus you can take it further to improveperformance for you specific business processes. It alsoutilizes SQL views to enable faster and easier reporting.Database multi-tenancy gives you flexibility in how youdeploy.PowerBIFor many years the Dynamics GP product strategy hasfocused on better reporting and giving you ways to turnyour data from multiple sources into knowledge. PowerBIis a suite of business analytics tools that delivers businessinsights throughout your business. It enables you toaggregate, analyze and share data easily.Dynamics GP works with Office and Office 365 to extendthe value of your business solution with enhancedproductivity, collaboration, mobility and businessintelligence. Dynamics GP utilizes existing functionality toyou give you more value such as sending document toSharePoint or OneDrive, word documents, refreshableexcel reports, PowerBI reports.Microsoft CloudDynamics GP gives you the power to choose how youwant to utilize cloud technologies. You can deploy in theMicrosoft cloud on Microsoft Azure in either a public orprivate setting. If you aren’t ready to fully go to the cloudyou can do a hybrid. This flexibility gives you choices nowand into the future. Azure gives you the flexibility andenterprise-class security, reliability and scalability.Product Capabilities Guidefor Microsoft Dynamics GP 20185
Foundation CapabilitiesCOMPANION APPLICATIONSDOCUMENT ATTACHMENTSCompanion apps are lightweight apps designed for userswho need to interact with Dynamics GP to execute aspecific task. These applications enable you to automatemore processes without providing full access to DynamicsGP. The companion applications are available on popularmobile platforms such as Microsoft Office 365, Windows,iOS and Android.Track additional information related to transactions andcontacts by attaching or scanning pictures, contracts,copies of invoices or other related information to records.In addition, reporting within Microsoft Excel extracts dataand provides more context.Business Analyzer: A mobile application that providesbusiness intelligence using Microsoft SQL ReportingServices and Microsoft Excel charts.FIELD LEVEL SECURITYTime Management: A mobile application that providesthe ability to enter, view and submit employee time. Timecards are moved through an approval process insideDynamics GP.APPLICATION ACCESSDynamics GP offers two methods of access: the desktopclient and web client. The web client enables secureaccess using a browser (Internet Explorer, Chrome, Firefox,etc) thereby enabling anytime, anywhere access. The webclient also offers convenient identity management toallow single sign on to Office 365 and other cloud-basedapplications with Azure Active Directory.ALL IN ONE DOCUMENT VIEWERView related documents all within one window that are invarious states of being processed, saving users time insearching for all relevant information for a purchasingdocument.DRILL DOWN TO/FROM RELATED TRANSACTIONSTrack transactions throughout the system with sourcedocument trails that connect documents together givingusers insight into where historical transactions flowedthrough the system.Product Capabilities Guidefor Microsoft Dynamics GP 2018Apply passwords or block access to forms and windows.You can also apply passwords to fields. Or, you can hide,lock, or disable fields.RAPIDSTART SERVICESRapidStart Services significantly accelerates theconfiguration of a company in Dynamics GP, as well as themigration of data from other products into Dynamics GP.Reduce the number of days required to deploy thesolution while also making it easier to engage the rightpeople and teams in your business during theimplementation process.ROLE BASED SECURITYLimit access to sensitive information by role through RoleBased Security. Predefined roles come with theapplication to help you get started quickly, and to defineinternal controls and maintain separation of dutiestherefore reducing risk.SMARTLIST DESIGNERAllow your people to slice, dice and filter your businessdata to provide answers quicker through SmartLists, oneof the most popular features in Dynamics GP. Hundredsof SmartLists are built into the application and you canalso edit them and build your own.6
NAVIGATION LISTSSERVICE BASED ARCHITECTURE (SBA)Finding information is critical in any system andnavigation lists takes this to the next level by giving youthe ability find information but also perform tasks relatedto the data you find. You can create customized lists foryour specific role.SBA supports exchange of information between DynamicsGP and other applications, such as products, third partyapplications and mobile applications, using commonstandards. SBA services support operations in Financials,Inventory, Purchasing, Receivables, Requisitions, Sales,Administration and System. SBA easily connects systemsto improve information exchange between departments,automate more lightweight processes and becomeresponsive with their vendors.TASKS AND REMINDERSHelp people work together by assigning and trackingtasks. Also, setup reminders that proactively inform youwhen specific incidents occur such as customers goingover their credit limit, short stock items, or payables due.Reminders are defined per user, so each user can get thereminders they need to be more proactive.QUICK LINKSOn the Dynamics GP Home Page, you can create quicklinks to the windows you use most. In addition, you canlink to places outside of Dynamics GP like frequently usedwebsites.WORKFLOWProvide structured steps and approvals of businessprocesses through native workflows that can be modifiedeasily to your unique business needs. Workflows currentlysupported are General Ledger Batch, Receivables Batch,Payables Batch, Vendor, Purchase Order, Requisition,Employee, Time, Employee Profile, Employee Skills, DirectDeposit, W4 and Project Expense.EASY TO LEARNAt the foundation of Dynamics GP, the navigationincludes many features like home pages and area pagesthat gives you obvious access to functionality. It onlyshows what you have access to, making it easy to get upand running quickly.EXPORT TO EXCELWork in the tool you already love and know, Excel.Dynamics GP offers several ways to export data to Exceland goes the extra step of providing refreshable Excelreports, so you don’t have to continuously export.INTEGRATIONIntegrating systems together in the right way improvesbusiness processes, makes you more productive andsaves money. Though various tools, Dynamics GP is easyto integrate with/to/from, impowering you to be ablework differently.PROCESS SERVERMove processor-intensive tasks off the computers youremployees use every day and onto dedicated processservers, thereby avoiding costly slowdowns.Product Capabilities Guidefor Microsoft Dynamics GP 2018PERSONALIZATIONBeing able to configure and personalize your systemwithout a developer gives you flexibility to work how youwant. Of course Dynamics GP can be customized, butpersonalization reduces the need to.7
Financial ManagementACCOUNT LEVEL SECURITYEnhance security features and account views by allowingusers to enter, edit, and view information from a reducedaccount set, based on the access granted for GeneralLedger accounts on a per-user basis.ANALYTICAL ACCOUNTINGAnalyze financial data by whatever criteria you require forgreater reporting flexibility and extensibility. Trackfinancial data by different dimensions, such as region orprofit center, without adding to your chart of accounts.BUDGETINGTrack multiple budgets for multiple fiscal years in multiplecurrencies and General Ledger Accounts. Easily updateand maintain budgets by leveraging Excel to import andexport. Also, get insight into your business by reportingbudget verses actual by year, quarter or month. Keep anaudit trail of who modifies a budget and when tomaintain control over your business.CUSTOMER/VENDOR CONSOLIDATIONSQuickly transfer information between ReceivablesManagement and Payables Management to create acustomer record that uses information already available ina vendor record, and vice versa, giving a consolidatedview of the vendor and customer relationships. Also easilycombine customer accounts or vendor accounts.CASH FLOW MANAGEMENTCustomizable views and forecasting tools enable you tocontrol, predict, and monitor inflows and outflows thattrack a company’s liquidity over time. A calendar givespeople the insight into your inflows and outflows in aneasy to understand format.Product Capabilities Guidefor Microsoft Dynamics GP 2018ENCUMBRANCE MANAGEMENTLocate and track budget information, query current orhistorical encumbrances, and streamline period-end andyear-end processes. Control your purchasing process bylimiting purchases through encumbrance posting.8
FIXED ASSET MANAGEMENTImprove financial control and put company assets such asbuildings, machinery and equipment to the best possibleuse with tools for tracking, analyzing, and manipulatingfixed assets. For each asset you can track and deprecateby calendar or fiscal year with several methods includingMACRS and many others. Track depreciation for taxliabilities for the most common tax books. Analyze andtrack assets historically to better manage your assets.GENERAL LEDGERMaintain your financial journal entries and budgets with adouble-entry accounting ledger that supports up to 999periods. Track non-financial data like unit accounts at thegeneral ledger level. Transfer account balances based ona variable account by percent or unit giving moreflexibility to your general ledger. Perform revenuerecognition and intercompany transactions. Easily copyand paste data from excel or text into general ledgerjournal entries.LOCKBOX PROCESSINGAutomatically import and apply customer paymentinformation from a lockbox transaction file provided byyour financial institution. Lockbox Processing providesreliable receivables information, improved fundsavailability, and greater fraud protection.MULTICURRENCY MANAGEMENTTake control of multinational operations and managecurrency transactions smoothly and efficiently withflexible, powerful multicurrency capabilities such as easyreevaluation.MULTIDIMENTIONAL ANALYSISRecord detailed data about your transactions and performdetailed analysis of data after posting, without creating ahighly detailed chart of accounts.NATIONAL ACCOUNTSGRANT MANAGEMENTNot-for-profit and public-sector organizations canautomate grant management processes to track fundsmore easily, demonstrate accountability, preventoverspending and help attract future funding.INTERCOMPANYSet up and maintain relationships so that revenues orexpenses incurred in one company can be tracked as “dueto” or “due from” amounts in other companies. View andvoid distributions of intercompany transactions fromother companies.Product Capabilities Guidefor Microsoft Dynamics GP 2018National Accounts provides the ability to define a nationalaccount relationship between multiple customers. Itenables a customer to be defined as the “parent” accountto which “child” customers may be added. This allows apayment received from the parent company to be appliedacross any of the child customers’ payments. Creditdocuments can also be applied from the child customerto any other member of the national account.PAYABLES MANAGEMENTAutomate routine and complex accounts payable taskswith real-time statistical history, easy reconciliation,account control, payment scheduling, and check printing.Receive warnings when an open purchase order exists.Track vendor details including multiple ship-to addr
Dynamics Perpetual Licensing With Microsoft Dynamics Perpetual Licensing, you license the ERP Solution functionality up front, and access to that functionality is secured by licensing users. A yearly maintenance renewal is available. Perpetual Licensing is designed to help your businesses get started with an affordable one-time starting price.
Page 1 Crosswalk of Target Capabilities to Core Capabilities . The following table maps the target capabilities outlined in the former Target Capabilities List (TCL) version 2.0, released in September 2007, to the new core capabilities outline
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Business Ready Enhancement Plan for Microsoft Dynamics Customer FAQ Updated January 2011 The Business Ready Enhancement Plan for Microsoft Dynamics is a maintenance plan available to customers of Microsoft Dynamics AX, Microsoft C5, Microsoft Dynamics CRM, Microsoft Dynamics GP, Microsoft Dynamics NAV, Microsoft Dynamics SL, Microsoft Dynamics POS, and Microsoft Dynamics RMS, and
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Operations, on-premises, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Microsoft Dynamics AX 2012 or prior versions, or Microsoft Dynamics CRM 2016 or prior versions. This guide also does not apply to the Microsoft Dynamic CRM Online or Microsoft Dynamics AX online services. This guide is not intended to influence the .
December 8, 2009 Business Capability Modeling: Theory & Practice 2 Topics Theory Business capabilities defined Why business capabilities are useful Characteristics of business capabilities Role of business capabilities in strategy to results process Practice Modeling capabilities in four easy steps Usin
Microsoft Dynamics 365 for Operations on-premises, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Microsoft Dynamics AX 2012 or prior versions, or Microsoft Dynamics CRM 2016 or prior versions. This guide is not intended to influence the choice of Microsoft Dynamics products and services or provide technical specification.
Operations on-premises, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Microsoft Dynamics AX 2012 or prior versions, or Microsoft Dynamics CRM 2016 or prior versions. This guide also does not apply to the Microsoft Dynamic CRM Online or Microsoft Dynamics AX online services.
