5 Features to Expect in Dynamics GP 2018

By Bryan Wilton, President

Microsoft is working hard on the next Dynamics GP release labeled GP 2018, which is targeted to be available around the first of December 2017. GP 2018 will not be included in year-end update like GP 2016 R2 was this past year. The main topics GP 2018 is focused on will be around these features below, but of course we expect even more before the December release date. We will reveal the details as they become available.

  • Optimize Financials/HRP with more features
  • Comprehensive Doc Attach
  • Power “Suite” Evolution
  • User Experience-everything and anything a user wants to make their job easier
  • Workflow – more and better! 

 Contact us if you would like to learn more about this upcoming release of Dynamics GP.

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Word Form Templates in Dynamics GP

Word Forms were created to replace the traditional GP reports or forms that we print.

  • Financial – 5 Templates
  • Sales / Receivables – 30 Templates
  • Purchasing / Payables – 2 Templates
  • All SOP / POP Forms Available in Word

All of the Sales Order Processing Forms, as well as the Purchase Order Forms, are able to be printed using Microsoft Word.

Keep in mind, if you want to email SOP & POP Forms (an invoice or credit memo for example), you have to use the Word Template. You cannot natively email the Dynamics GP Report Writer report that you print.

Word Form Templates are driven off the Dynamics GP Report Writer report. So, if you have a modified invoice that you currently print off of GP or you have an out-of-the-box sales quote or invoice, those can all be printed in Word.

Dynamics GP will convert the Report Writer report (whether it’s modified or standard) to an XML format. Then, the template engine that is actually built into Dynamics GP interprets and grabs the data, and moves it into the Word Template through XML. At the end, the document is presented in Word.  While this may seem like a fairly complex process, it is all done behind the scenes within a matter of seconds.

The takeaway from explaining this process is that you cannot get rid of your GP Report Writer reports if you are going to use the Word Form Templates. This is because the Word Forms are still driven from your modified GP Reports. In other words, if you want to make a change to your Word Template document, it has to be done first in the GP Report Writer.

You have four choices when emailing the documents out:

  • PDF: The most common
  • DOCX: The current versions of Microsoft Word
    • Protected
      • Example: When you produce a sales invoice to a customer in Word (the DOCX extension), you most likely do not want them to be able to change the dollar amounts in the document. Therefore, you would use the “protected” option.
  • Word to Open (Editable)
  • XPS:  Microsoft equivalent of PDF
  • HTML: Sending your document as an HTML will allow your customer to open it generically on their screen. You would use this option if you do not know what your customer uses.

Click here to see a demonstration of how Word Templates work in Dynamics GP, (fast forward to minute 29:00), in our recorded webinar hosted by InterDyn BMI President, Bryan Wilton.

A Glimpse of Dynamics GP 2018

By Bryan Wilton, President 

As we look to GP 2018, due out around December 1st this year, Microsoft is starting to drip out some of the new ideas and features which are expected to make it into the product. We know already, that most of the feature list will come from end users and their suggestions. This is really the first time where Microsoft has dedicated a full release to be built off user ideas and needs. The power of the installed base is shining through in GP 2018. A few of the particulars are:

  • Workflow 3.0
    • Reminder emails
    • Workflow history reports
    • GL account workflow
    • Additional fields to be added to WF email messages
  • Payroll Enhancements
    • Added functionality around Garnishments
    • Changes to Dependent Codes in Payroll
  • Enhancements to Suggested Purchase Order functionality
  • Additional sorts added to customer / vendor inquiry windows

Check back often for updates as we are able to add details.

Why Integrate Dynamics 365 to Dynamics GP?

By Ryan Talsma, CRM Product Manager

It is pretty much accepted that all businesses should have some form of a CRM system. However, many of these businesses are still far from maxing out the benefits that a CRM system can bring. The biggest gap that I see when reviewing customers’ systems, is that they could immediately get a very large return on their investment from integrating their CRM system with ERP.

The Non-Integrated Sales Process

To illustrate this point, let’s look at what a standard, non-integrated sales process looks like:

  • For many businesses, information is first entered into some form of a quoting process whether it’s hand written sales order, quoting system, word templates, etc.
  • The sales person then needs to enter the new customer and sales order into a Sales Management System of some kind (Excel, CRM Database, or even an electronic or hard copy filing system).
  • Next, an admin typically takes that new customer and sales order and enters it into an Accounting or Billing system. All the while the sales person has lost complete visibility and cannot verify on his own that the sales information was entered accurately, if it at all.
  • Finally, when a change inevitably occurs to the customer information in either system, dual entry is then required again to keep both systems up to date, or even worse, we see all the time that the other system is not updated at all.

After it’s all said and done, the same information may have been entered as many as 3 times by the time the customer receives the invoice, with next to no visibility across business units. Needless to say, this is a very tiring, expensive, and inefficient system, however it is still very common within the CRM and ERP community today.

The Integrated Sales Process


  • Customer/sales engagement information entered one time into Dynamics CRM/365.
  • The integration then automatically transfers data from Dynamics CRM/365 to GP immediately, eliminating double entry and ensuring complete accuracy.
  • Information is now available immediately within GP to generate invoices for the customer, which can then be automatically tied back into Dynamics 365 and related to the customer/sales order.
  • And finally, should a change occur in the future within either system, the other is automatically updated immediately.

Why Integrate Dynamics 365 and Dynamics GP

In summary, the primary benefits obtained from building an integration between Dynamics 365 and Dynamics GP are increased visibility, accuracy, efficiency, and ROI.

Data is entered 1 time, and is immediately pushed into the integrated systems. In this scenario, you don’t have to worry about your data being entered correctly as it moves through the system, as it is automatically integrated and no duplicate entry is required, eliminating the user error that goes along with re-entering this data. Obviously, this greatly increases efficiency as well by significantly reducing the amount of effort and hours required to maintain these systems, which is where we see our customers immediately see the return on their investment.

Long term, you can expect to see this have a positive increase in sales as well. With an integrated system, you have now empowered your sales force by providing them the most up to date data all within one familiar tool, allowing them to make well informed strategic decisions.

As a final takeaway, I have also included a graphic that shows the Scribe Starter Pack integration. Over the years, Scribe has been our go to tool for integration software. These integrations can be very flexible, both at an entity and field level, but this is essentially what you can expect out of the box:

Have additional questions on how you may be able to integrate your existing GP system with either an existing or new subscription to Dynamics CRM/365? Don’t hesitate to reach out to us, we’d love to hear from you and discuss how we can help!

About Ryan Talsma:

Ryan Talsma is the CRM Product Manager at InterDyn BMI, who has previously spent time as a functional, technical, and support consultant. Ryan has extensive experience in CRM installs, upgrades, IFD/AD FS implementations, JavaScript, workflows, solution architecture, and implementing Microsoft Dynamics CRM Online as well as On Premise. 

Time to Upgrade & Move to the Cloud

For a limited time, InterDyn BMI will include moving your upgraded version of Dynamics GP into the cloud.

If you want the power, flexibility and security to run your business anywhere, it is time to take the step forward and turn to the cloud. Let us help you lower your Total Cost of Ownership (TCO), realize a quicker Return on Investment (ROI) and reduce the cost of running your business with the best cloud solution for you.

Step 1: Upgrade GP

Step 2: Move to the Cloud

Step 3: Test in the Cloud

Step 4: Connect to the Cloud

Contact us today for your upgrade quote which will include your move to the cloud.*

* Monthly recurring hosting or managed services fees not included.
A quote will be provided. Offer ends April 15, 2017.

GP 2018: What’s Next?

By Bryan Wilton, President

GP 2018, the next full release of Dynamics GP, is targeted to release in December of 2017. Everything seems to be “epic” now:  movie trailers boast upcoming features as epic, television shows use the same to describe next week’s episode and the political arena has found lots of uses for ‘epic this’ and ‘epic that’. Not to be left out, GP 2018 will focus around epic stories, which should be fun. A few of those epic highlights are:

  • Optimize Financials and HR/Payroll with more features
  • Comprehensive Doc Attach
  • Power “Suite” Evolution
  • User Experience-everything and anything a user wants to make their job easier
  • Workflow 3.0.

Watch for more information as we learn just how epic Dynamics GP 2018 will be!

Contact us to learn more about Microsoft Dynamics GP.

We Are Attending GPUG Amplify: Will We See You There?

Join InterDyn BMI, your Dynamics GP peers and the Microsoft Dynamics GP Product team at GPUG Amplify taking place March 20-22 at the Anaheim Marriot located in Anaheim, CA. GPUG Amplify is quickly evolving into THE conference for decision-makers all across the Dynamics GP landscape and you can save money by registering today!

What can you expect from GPUG Amplify?

  • Industry-specific educational breakouts
  • Access to Microsoft Support Desk and Microsoft-led educational sessions
  • Learning opportunities from the most sought after Dynamics GP end users and InterDyn BMIs
  • Numerous independent software vendors showcasing their latest solutions and creative capabilities
  • Dedicated networking opportunities
  • NEW in 2017: Dedicated sales/marketing workshop on Monday, exclusive to Dynamics GP InterDyn BMIs
  • Opening Keynote session/Expo Reception for users/InterDyn BMIs on Monday afternoon

At InterDyn BMI, it’s our goal to help you become more successful, both individually and as an organization. This is why we are encouraging you to take advantage of resources and tap into the breadth of knowledge shared by Dynamics GP Experts and the Microsoft team at GPUG Amplify. Register today!

We have negotiated a 10% savings for our clients to attend.  Simply use this code during registration:  10BMI

Please let Kim.Peterson@InterDynBMI.com know if you are coming.  We are planning a dinner get together while at the conference.

Tip: Join us as a member of the Dynamics GP User Group (GPUG) to save money on your conference registration!