Mc gladrey buyinv1
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Demo Script: McGladrey BuyinV1 Section 1 Click Instructions Talking Points 1. CS1: Click Here Microsoft Dynamics GP is a powerful, easy to use business management system. You are currently viewing the dashboard of a user in Microsoft Dynamics GP. As you can see, the experience allows users to access information and transactional areas very quickly and easily. 2. CS2: Click Here By simply clicking on the drop down menu beneath the graph showing “Employee Status by Month”, I’m able to quickly select another important metric on the home dashboard. Created 8/17/2012 Page 1 Click Here Click Here
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Mc gladrey buyinv1
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Demo Script: McGladrey BuyinV1
Section 1 Click Instructions Talking Points
1. CS1: Click Here Microsoft Dynamics GP is a powerful, easy to use business management system. You are currently viewing the dashboard of a user in Microsoft Dynamics GP. As you can see, the experience allows users to access information and transactional areas very quickly and easily.
2. CS2: Click Here By simply clicking on the drop down menu beneath the graph showing “Employee Status by Month”, I’m able to quickly select another important metric on the home dashboard.
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3. CS3: Click Here I can also customize the entire home dashboard if I’d like, by clicking “Customize this Page” and creating a view of my preferred metrics, which are presented in a variety of formats
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5. CS5: Click Here Microsoft Dynamics GP allows access to various areas in the solution through many different approaches. This of course is very similar to the Microsoft Office experience, which allows users to complete a task such as saving a document by using their preferred method. For example, users can quickly access the Payables Transaction Entry window by either clicking an icon on the toolbar or selecting Purchasing on the left hand menu.
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16. CS16: Click Here Since Microsoft Dynamics GP users can customize their home dashboard based on their role, this user has elected to add “Payables Due” to the Reminders section. When I click the link to “Payables Due”, a report is immediately generated which includes real time data. From this report, I can drill down into the individual transaction. From this window, I can also view any distributions associated with this expense.
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21. CS21: Click Here Users can also view Vendor specific information, directly from the window.
22. CS22: Click Here The report we’re currently viewing is generated using SmartList Builder, which is a tool used to quickly access information. Users can either view the report directly in Microsoft Dynamics GP, or they can export it to Excel.
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Section 2 Click Instructions Talking Points
1. CS1: Click Here Microsoft Dynamics GP offers many different ways to view and share information, both internally and externally. In addition to viewing important metrics directly on the home dashboard, users are able to view and share the same metrics through the Business Portal. Here, non-users are able to view important information, and make better informed decisions
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6. CS6: Click Here Back in Microsoft Dynamics GP, operations-level reporting is easy to access and interact with through use of the Business Analyzer
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10. CS10: Click Here Financial statements from Microsoft Dynamics GP are generated using Management Reporter. By selecting a consolidated income statement, I’m able to generate a real time income statement that spans multiple companies and currencies. The report can also be exported to Excel for further analysis.
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17. CS17: Click Here I’ve been skipping over the SRS reports, since I think it’s confusing to see all of these reporting options in rapid succession. What do you think?
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20. CS20: Click Here Microsoft Dynamics GP ships with over 200 Excel reports, which allows users to easily view information in a familiar format.
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22. CS22: Click Here The Excel reports are refreshable, meaning that if a user changes the Excel report, they can easily click “Refresh”, and the most recent Microsoft Dynamics GP data will populate the Excel report.
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29. CS29: Click Here SmartLists, again, are a user friendly way to access information in Dynamics GP. If I click the Average Days to Pay report, I can quickly see how long my customers take to pay, on average. An important aspect of SmartLists is the ability to include any information required in the report
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