Mc gladrey buyinv1

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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.
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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
Click Here 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
Click Here 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.
Click Here 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.
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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
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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
Click Here 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
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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
Click Here 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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21. CS21: Click Here
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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”,
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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
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aspect of SmartLists is the ability to
include any information required in the
report
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