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The First Major Interface Upgrades You Can Expect in Microsoft Dynamics GP 2016

By: Sharon Paul on September 13, 2016

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The First Major Interface Upgrades You Can Expect in Microsoft Dynamics GP 2016

Business Intelligence and Reporting  |  ERP and CRM Systems

Microsoft listened to the needs of the end user and developed new additions to their already powerful ERP system in their latest release, Microsoft Dynamics GP 2016.

By adding extensions to these capabilities, Microsoft improved usability with a new web client, broadened their reporting functionality and reduced processing time by allowing users to attach documents directly to Dynamics GP.

Let’s take a closer look at these marvelous new features.

Web Client Improves Usability

The GP web client was first introduced in GP 2013. The web client provides an alternate browser-based interface that can be used to access GP in conjunction with, or instead of, the full desktop client. Both user interfaces interact with and update the same set of data and can be used interchangeably. There is less work for your IT team to set up and maintain GP with the web client, because unlike the desktop client that requires a full install, the web client needs only a web browser to run. There is no separate install.

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GP 2016 introduces the latest revision of the web client, a new HTML5 web client capable of running on any internet browser (Internet Explorer, Microsoft Edge, Safari and Chrome) and any device (laptop, tablet and phone). Previously the web client relied on Microsoft Silverlight, which presented limitations with certain browsers and devices, such as Safari running on a Mac. We are happy to report Microsoft Silverlight is no longer required with GP 2016 to use the web client.

OData Improves Reporting

Ever wonder how to get reports and business intelligence dashboards securely to your external users who might not use GP, or who are remote workers? OData may very well be your answer.

Released in GP 2016, OData allows you deploy the OData service. The OData service allows you to create a secure reporting container that permits users to develop refreshable reports, dashboards and Power BI reports in any software that connects to OData (Excel, PowerBI tools, etc.). The OData service works no matter where the company data resides or where the employees are located.

With the OData service you map what data, views and stored procedures are available to each user. Your data can be in the cloud, on premise at your office on a server, or you could have a mixture of both. The OData service can also contain information outside of GP if you have built a view or custom link to an external data source.

In a nutshell, the OData service allows your employees to consume refreshable reports, dashboards and power BI reports no matter where they are and without having to have access to the full GP interface. On top of that, OData reporting container data can be protected by user from directly within GP.

Doc Attach Makes Attaching Documents to GP Accounts Super Easy

The old way to get images or documents scanned into GP involved a three-step process. First, you had to scan the document. Once scanned, you had to save the scanned image to a file location on your server that everyone could access. Finally, you had to open the master record or transaction in GP and attach the document via an OLE note. The Document Attach feature was first introduced in GP 2013 R2 and enhances the OLE functionality in the following ways:

  1. From scanner to ERP in one click. Document Attach allows you to pull images directly into GP from your scanner while entering the data. GP 2016 adds the ability to scan multiple pages directly when doing a document attachment, provided your scanner supports multi-page feeder functionality.
  2. Instantaneous file backup. Document Attach stores images and documents directly within the SQL database rather than having to be managed outside of GP in a file folder on the network. This eliminates the need to scan the document first and put it in a folder and have a separate procedure in place to backup the file location that stores the scanned images. With Document Attach, images and documents are backed up when you backup the GP database.

Need Help?

Gross Mendelsohn’s Technology Solution Group can teach you how to use your ERP system more efficiently to enhance your business. To learn more about these new Microsoft Dynamics GP features, contact us here or call 410.685.5512.

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About Sharon Paul

Helping clients use technology to solve tough business issues is what drives Sharon. If she can save a business valuable time by automating a procedure or process, or help them use technology to produce useful information for decision-making, then Sharon feels that she’s done her job. Sharon specializes in NetSuite, Microsoft Dynamics GP and Sage 300Cloud ERP systems. In her spare time, she loves to cook and will gladly swap recipes with you.