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  • 1. Demo Script: McGladrey BuyinV1Section 1 Click Instructions Talking Points1. 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. Click Here2. CS2: Click Here By simply clicking on the drop down menu beneath the graph showing Employee Status by Month, Im able to quickly select another important metric on the home dashboard. Click Here Created 8/17/2012 Page 1

2. Demo Script: McGladrey BuyinV13. CS3: Click HereI can also customize the entire homedashboard if Id like, by clickingCustomize this Page and creating a Click Here view of my preferred metrics, which arepresented in a variety of formats4. CS4: Click HereClick HereCreated 8/17/2012 Page 2 3. Demo Script: McGladrey BuyinV1 5. CS5: Click HereMicrosoft 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 Click Herecomplete 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. 6. CS6: Click HereClick Here Created 8/17/2012 Page 3 4. Demo Script: McGladrey BuyinV1 7. CS7: Click HereClick Here 8. CS8: Click Here Click Here Created 8/17/2012 Page 4 5. Demo Script: McGladrey BuyinV19. CS9: Click Here Click Here10. CS10: Click Here Click HereCreated 8/17/2012 Page 5 6. Demo Script: McGladrey BuyinV1 11. CS11: Click Here Click Here 12. CS12: Click HereClick Here Created 8/17/2012 Page 6 7. Demo Script: McGladrey BuyinV113. CS13: Click Here Click Here14. CS14: Click Here Click HereCreated 8/17/2012 Page 7 8. Demo Script: McGladrey BuyinV1 15. CS15: Click HereClick Here 16. CS16: Click HereSince 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. Click HereWhen 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. Created 8/17/2012 Page 8 9. Demo Script: McGladrey BuyinV1 17. CS17: Click Here Click Here 18. CS18: Click HereClick Here Created 8/17/2012 Page 9 10. Demo Script: McGladrey BuyinV119. CS19: Click Here Click Here20. CS20: Click Here Click HereCreated 8/17/2012 Page 10 11. Demo Script: McGladrey BuyinV1 21. CS21: Click HereUsers can also view Vendor specific information, directly from the window.Click Here 22. CS22: Click HereThe report were currently viewing is generated using SmartList Builder, which is a tool used to quickly access information. Users can either view the Click Here report directly in Microsoft Dynamics GP, or they can export it to Excel. Created 8/17/2012Page 11 12. Demo Script: McGladrey BuyinV123. CS23: Click Here Click Here24. CS24: Click Here Click HereCreated 8/17/2012 Page 12 13. Demo Script: McGladrey BuyinV125. CS25: Click Here Click HereCreated 8/17/2012 Page 13 14. Demo Script: McGladrey BuyinV1Section 2Click Instructions Talking Points 1. CS1: Click Here Microsoft Dynamics GP offers manydifferent ways to view and shareinformation, both internally andexternally. In addition to viewingimportant metrics directly on the homedashboard, users are able to view andshare the same metrics through theBusiness Portal. Here, non-users are ableto view important information, and makebetter informed decisions Click Here 2. CS2: Click HereClick HereCreated 8/17/2012Page 14 15. Demo Script: McGladrey BuyinV1 3. CS3: Click Here Click Here 4. CS4: Click Here Click Here Created 8/17/2012 Page 15 16. Demo Script: McGladrey BuyinV15. CS5: Click Here Click Here6. CS6: Click HereBack in Microsoft Dynamics GP,operations-level reporting is easy to Click Here access and interact with through use ofthe Business AnalyzerCreated 8/17/2012Page 16 17. Demo Script: McGladrey BuyinV1 7. CS7: Click Here Click Here 8. CS8: Click Here Click Here Created 8/17/2012 Page 17 18. Demo Script: McGladrey BuyinV19. CS9: Click Here Click Here10. CS10: Click HereFinancial statements from MicrosoftDynamics GP are generated usingManagement Reporter. By selecting a Click Hereconsolidated income statement, Im ableto generate a real time incomestatement that spans multiple companiesand currencies. The report can also beexported to Excel for further analysis.Created 8/17/2012Page 18 19. Demo Script: McGladrey BuyinV1 11. CS11: Click Here Click Here 12. CS12: Click HereClick Here Created 8/17/2012 Page 19 20. Demo Script: McGladrey BuyinV113. CS13: Click HereClick Here14. CS14: Click Here Click HereCreated 8/17/2012 Page 20 21. Demo Script: McGladrey BuyinV115. CS15: Click Here Click Here16. CS16: Click Here Click HereCreated 8/17/2012 Page 21 22. Demo Script: McGladrey BuyinV117. CS17: Click HereIve been skipping over the SRS reports,since I think its confusing to see all ofthese reporting options in rapidClick Heresuccession. What do you think?18. CS18: Click Here Click HereCreated 8/17/2012Page 22 23. Demo Script: McGladrey BuyinV1 19. CS19: Click HereClick Here 20. CS20: Click HereMicrosoft Dynamics GP ships with over 200 Excel reports, which allows users to easily view information in a familiar format.Click Here Created 8/17/2012 Page 23 24. Demo Script: McGladrey BuyinV1 21. CS21: Click Here Click Here 22. CS22: Click HereThe Excel reports are refreshable, meaning that if a user changes the Excel report, they can easily click Refresh,Click Here and the most recent Microsoft Dynamics GP data will populate the Excel report. Created 8/17/2012Page 24 25. Demo Script: McGladrey BuyinV123. CS23: Click Here Click Here24. CS24: Click Here Click HereCreated 8/17/2012 Page 25 26. Demo Script: McGladrey BuyinV1 25. CS25: Click Here Click Here 26. CS26: Click Here Click Here Created 8/17/2012 Page 26 27. Demo Script: McGladrey BuyinV127. CS27: Click HereClick Here28. CS28: Click Here Click HereCreated 8/17/2012 Page 27 28. Demo Script: McGladrey BuyinV129. CS29: Click HereSmartLists, again, are a user friendly wayto access information in Dynamics GP. IfI click the Average Days to Pay report, Ican quickly see how long my customerstake to pay, on average. An importantClick Hereaspect of SmartLists is the ability toinclude any information required in thereport30. CS30: Click Here Click HereCreated 8/17/2012 Page 28 29. Demo Script: McGladrey BuyinV131. CS31: Click Here Click Here32. CS32: Click Here Click HereCreated 8/17/2012 Page 29 30. Demo Script: McGladrey BuyinV1 33. CS33: Click HereClick Here 34. CS34: Click Here Click Here Created 8/17/2012 Page 30 31. Demo Script: McGladrey BuyinV135. CS35: Click HereClick Here36. CS36: Click Here Click HereCreated 8/17/2012 Page 31 32. Demo Script: McGladrey BuyinV137. CS37: Click Here Click Here38. CS38: Click Here Click HereCreated 8/17/2012 Page 32 33. Demo Script: McGladrey BuyinV139. CS39: Click Here Click Here40. CS40: Click Here Click HereCreated 8/17/2012 Page 33 34. Demo Script: McGladrey BuyinV141. CS41: Click Here Click HereCreated 8/17/2012 Page 34