Upgrading to Microsoft Dynamics GP 2015: Install it all

As more companies upgrade to Microsoft Dynamics GP 2015, I am seeing more cases of companies simply upgrading what they already have and not looking carefully enough at what else they get with the latest release. Sometimes this is because they are doing their own upgrades. Sometimes it's because companies don't realize what's available. Licensing changes that came in with GP 2013 and continue with GP 2015 mean that many companies have access to a lot more features than they did before, without additional cost. Also, more accounting departments are seeing the value of optional reporting tools, but they are hard to use if they aren't installed.

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About Mark Polino

Mark Polino is a Certified Public Accountant (CPA) and a Microsoft MVP for Business Solutions. He is the author or coauthor of 5 books related to Microsoft Dynamics GP.  Mark also maintains the Dynamics GP focused website DynamicAccounting.net. He speaks and writes regularly about ERP related topics. Mark has been a controller and CFO for a division of a publicly traded company and he has  worked as a consultant implementing ERP solutions. Mark holds additional certifications including Certified Information Technology Professional (CITP), Certified in Financial Forensics (CFF) , Chartered Global Management Accountant (CGMA). Dynamics Credentialed Professional for Dynamics GP 2015 (Core Install and Core Financials), Xero Certified. He holds a bachelor's degree in accounting from the University of Central Florida and an MBA from Rollins College. Mark lives with his family in Florida.

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What about SBA?

We are testing our upgrade and I have elected to pass on Service Based Architecture this time. Too much risk and no return for the present. We'll try it when there are features available to use it.

Lou

Refreshable Excel Reports rock!

I am on my second reading of Mark's book, mentioned above. It is terrific! He explains clearly how to create GP dashboards using the GP/Excel Refreshable Reports. I am teaching this technique to one of our CPA customers now. She loves learning the powers of Excel with GP. The beauty of this is - now the end-user is doing their own custom reports in Excel, a tool with which they are already familiar. They don't need to be beholden to the GP Partner to create reports, or at least for the simpler reports which they can do themselves - and it excites them about GP. Imagine a CPA getting excited. Rare.

Regards,
Steve
PDG Consultants