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The Scoop on Microsoft Dynamics GP Roadmaps & Releases The Scoop on Microsoft Dynamics ERP Roadmaps & Releases September 15, 2020 © Armanino LLP | armaninoLLP.com © Armanino LLP | armaninoLLP.com 1 Discover the plans for Microsoft Evaluate how to align and Uncover the latest enhancements Dynamics release waves and prepare your organization and features to help you utilize updates your existing solutions © Armanino LLP | armaninoLLP.com 5 Learning Objectives Theresa Brown John Van Metre Partner, Consulting Manager, Technology Consulting [email protected] [email protected] 925-790-2844 408-712-0743 © Armanino LLP | armaninoLLP.com Today’s Presenters 6 Armanino Overview PURPOSE SNAPSHOT LOCATIONS • 1500+ Employees To be the most innovative and • Team Members in 22 States entrepreneurial firm • 20th Largest CPA & Consulting Firm that makes a positive • Largest Niche: Technology impact on the lives of our clients, people and Affiliate Companies communities. RECOGNITION & AWARDS © Armanino LLP | armaninoLLP.com 8 Years Running Microsoft Dynamics ERP Overview © Armanino LLP | armaninoLLP.com 8 Dynamics Dynamics Dynamics Dynamics SL GP 365 BC 365 F&O Formerly Formerly Formerly Formerly Great Dynamics NAV Dynamics AX Solomon Plains (AKA Navision) (AKA Axapta) Life-Cycle Minimal New Support Policy For SMB For Medium to Features market Enterprise Planned Continued Enhancements Path to move Path to move Cloud & On- Cloud & On- to BC to BC premise Option premise Option © Armanino LLP | armaninoLLP.com Microsoft Dynamics ERP Overview 9 Polling Question #1 © Armanino LLP | armaninoLLP.com 10 The Choice Between On-Premise vs. Cloud © Armanino LLP | armaninoLLP.com 11 . Company has an initiative to move to the cloud . Access from remote locations and devices . Workforce is scattered across multiple locations and/or working remote . Less infrastructure to maintain . Protecting your applications and your data from cyber attacks . AI and BI capabilities © Armanino LLP | armaninoLLP.com Why Companies Consider the Cloud 12 . Cybersecurity monitoring/training/system backups/insurance policies . DATA ANALYTICS Key: Visibility . Visibility across systems (ERP, P2P, T&E, CRM, HR) . Coordination between functions . Continuous monitoring not only for fraud, but for new areas of risk and trends in the business . Data driven, intuitive and integrated © Armanino LLP | armaninoLLP.com Strategies to Detect & Mitigate Risk 13 Accounting Anomalies Financial Close Account Reconciliation Cost Management Quote to Cash Employee Onboarding Inventory Finance & Employee Retention Analysis Accounting Order Validation Candidate Assessment Supply Chain Talent Management Management Fraud Detection Customer Churn Risk Analysis Customer Sentiment Risk Management Customer Support Customer CCPA Compliance Experience Privacy Sales GDPR Compliance PREDICTIVE ANALYTICS ROBOTIC PROCESS AUTOMATION VIRTUAL ASSISTANTS © Armanino LLP | armaninoLLP.com THE SPECTRUM OF AI BUSINESS SOLUTIONS Polling Question #2 © Armanino LLP | armaninoLLP.com 15 Microsoft Dynamics SL © Armanino LLP | armaninoLLP.comRoadmap & Support 16 Microsoft Dynamics SL Roadmap 2016 2017 2018 2019 2020 2021+ SL 2015 SL Web SL 2018 & SL CU2 & SL CU 4 & SL “NEXT” CU2 Apps CU1 CU3 CU5 • Hot fixes • Monthly • Power Suite: • Approvals, • Accounts • On-going • Power BI Releases • Power BI Project, Payable, Development • Web Apps • Enhancements • Power App Accounts Services and • Top Features Receivable, Sales Order • Customer • Power Requested by Accounts Enhancements Customers and • Vendor Automate Payable • Continued Community • Web Apps • Payroll / Enhancements Power Suite for Employee • Intelligent SL Deliverables • Monthly Cloud • Web Apps Revenues • Insights • Top Feature Enhancements Requests • Web Apps © Armanino LLP | armaninoLLP.com 17 1 Start with your balances and transactional data in Dynamics 365 Business Central. The migration option is now available. 2 Upgrade to the latest Dynamics SL 2018 version to stay supported. Already on Dynamics SL 2018? You can connect to Business Central with 3 Intelligent Edge to use the cloud capabilities. © Armanino LLP | armaninoLLP.com 3 Options for Dynamics SL 18 Microsoft Dynamics GP © Armanino LLP | armaninoLLP.comRoadmap & Lifecycle Policy 19 Microsoft Dynamics GP Roadmap 2016 2017 2018 2019 2020 2021+ GP 2016 GP 2016 H2 GP 2018 GP 2018 R2 GP ‘Next’ GP ‘Next’ • Enhanced UX • Power BI • Workflow 4.0 • Intelligent • Intelligent • Ongoing for Web Client Odata 2.0 • Doc Attach Edge Edge Development • Multiple • Home Page • Fin/HR • Financial Enhancements • Intelligent browser & Refresh Optimization Enhancements • On-going Edge device support • Web Client • Power Suite • Purchasing Development Enhancements for Web Client Evolution Usability • Workflow 3.0 • Sales • Power BI, Optimization Odata 1.0 © Armanino LLP | armaninoLLP.com 20 Dynamics GP Older Version Before Oct 2019 Demystifying On the existing Fixed Policy Lifecycle, here are the the Lifecycle support end dates for those previous versions: *Dynamics GP 2018 – Policy Dynamics GP 2015 – Dynamics GP 2016 – Version 18.00.0727 Mainstream support Mainstream support and prior– Mainstream end date 4/14/2020 end date 7/13/2021 support end date 1/10/2023 *Anything before October 2019 release. © Armanino LLP | armaninoLLP.com 21 Year New Features Tax Updates & Year End Updates Staying Current Upgrade and Bug Fixes Bug Fixes 2020 October June November/December Must be on one of the Schedule 2020 releases. 2021 October June November/December Must be on one of the for 2021 releases. Releases 2022 October June November/December Must be on one of the and 2022 releases. 2023 October June November/December Must be on one of the Support 2023 releases. 2024 October June November/December Must be on one of the 2024 releases. © Armanino LLP | armaninoLLP.com 22 Dynamics GP Requirements & the Path to D365 BC © Armanino LLP | armaninoLLP.com 23 A price point that is equal to the Annual subscription billing EP renewal quote Dual use and downgrade rights Try D365 BC with your data to current on-premise Dynamics before committing to the Price List product software Secure your data in Microsoft’s Enable a remote workforce with cloud and reduce or eliminate a true cloud-based Solution hardware costs Access the Common Data Improve integrations to your Service and Power Platform other Office 365 apps (Automate, BI, Apps) © Armanino LLP | armaninoLLP.com Benefit of Moving from Dynamics GP or SL to D365 BC 24 Current on Maintenance: CSP price list discount of 60% for customers who are ready to move to their primary deployment to the cloud. On your next renewal stop paying Enhancement Plan (aka BREP) and purchase the new CSP transition license. Per user per Current License Business Central Discount month Business Central Premium $100 60% $40 Dynamics AX On- Business Central Essentials $70 Dynamics GP 60% $28 premise Dynamics NAV To Cloud Business Central Team Members $8 60% $3.20 Dynamics SL Business Central Device $40 60% $16 NOTE: For existing customers, this is good through 6/2021. © Armanino LLP | armaninoLLP.com The Path to D365 BC 25 Polling Question #3 © Armanino LLP | armaninoLLP.com 26 Dynamics 365 BC (D365 BC) © Armanino LLP | armaninoLLP.com 27 31 years 140,000 3.3 million Sold in 196 Served by of heritage customers users countries 4,500 partners © Armanino LLP | armaninoLLP.com D365 BC = Dynamics NAV in the Cloud Intelligent business applications in the cloud Modern Unified Intelligent Adaptable Transformed Flexible, scalable Unified and intelligent Full NAV experiences across, Trusted Microsoft data and processes functionality mobile, social, cloud and security Rapid deployment, Continued mixed reality, and Rich, global ecosystem onboarding, and feature investments modular applications of partners quicker time to value Recognized as an industry leader Power platform Click here to learn more about PowerApps © Armanino LLP | armaninoLLP.com Financial Accounts Bank Fixed asset Month/Year end management receivables/payables reconciliation management closing Sales & service Contact Payment Quote generation Sales invoicing management management processing Project Budget and Job and process Resource Capacity planning management estimates costing Management Procurement Supply chain Inventory and Shipment and Returns and and vendor Purchasing control distribution cancellations management management Operations Production Manufacturing Warehouse Forecasting management planning capacity management Reporting & Self-sense Interactive Built-in Customer insights analytics reports dashboards intelligence © Armanino LLP | armaninoLLP.com D365 Core Capabilities Spring 2018 Fall 2018 2019 2020 2021 2022 Cloud Intelligence Dynamics 365 Business Central (Cloud) On-premise Areas of Investment: © Armanino LLP | armaninoLLP.com Business Central Roadmap Dynamics 365 Finance & Operations (F&O) © Armanino LLP | armaninoLLP.comRelease Waves 32 April - September 2020 • Financials embedded Power BI is enhanced and renamed • Notification of related prepayment invoices marked for settlement • Trial balance report with transactional detail and unposted GL transactions • Update the invoice quantities to match product receipt quantities in workflow • Add date option for generating the accrued purchases excluding the sales tax report • Cash flow forecast calculation – enhanced scheduling (via process automation) October 2020 – February 2021 • Customer payment predictions • External data for cash flow forecasting • Forecast bank balance • Intelligent budget proposal • Treasurer workspace © Armanino LLP
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