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System Manager For Foundation
Make your business processes work for you with the backbone of
Microsoft Dynamics GP, System Manager.
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[ B E N E F I T S ]
Configure your solution quickly and easily
Get started fast with your Microsoft Dynamics GP solution. Efficient set-up
processes and easy-to-use navigation tools help you personalize your solution to
meet your business needs quickly and with minimal effort.

Enhance usability
Provide users with a seamless working experience with a familiar Microsoft
Office interface, list-based navigation, and streamlined menus.

Access information instantly
Instantly create queries against your data or access more than 100 modifiable SmartList
queries to find customer, vendor, inventory, or other vital information, and export query
results to Microsoft Office Excel and Microsoft Office Word.

Give employees immediate access to relevant information
Customizable role-based home pages provide employees in professional services,
distribution, retail, and public sector companies with a dashboard tailored to their daily tasks.

Put your information to work
Export query results to Microsoft Office Excel 2003 and Microsoft Office Word 2003
with a single click, so that you can update spreadsheets quickly or create mailing lists
for sales and marketing initiatives.

Expand your ability to recall data
Easily manage and configure smart tags in your Microsoft Office System applications
with user-interface icons that automatically recognize customer names and other
vital references and link you to further information within Microsoft Dynamics GP.
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Boost productivity by configuring your system to meet your business needs, sharing information across your
organization, and by providing employees with an intuitive work environment, streamlined navigation, and productivity tools that speed access to
information and let you take advantage of integrations with Microsoft Office System applications.
Customizable role-based home pages provide employees with a
dashboard tailored to their daily tasks, including reminders, KPIs, and
links to specific reports, features guides, windows, or SmartLists.
Microsoft product screenshot(s) reprinted with permission from Microsoft Corporation. [ click to view ]
Process-based checklists streamline setup and provide audit information to help users avoid missing
any key steps and maintain user accountability.
Microsoft Dynamics GP captures the look and feel of Microsoft Office Outlook
, along with list-based navigation and streamlined menus that provide
everyone in your organization with a clean, intuitive interface. Whether your
employees are working in Microsoft Dynamics GP or Microsoft Office, they'll
have a seamless user experience that boosts productivity and minimizes
training costs.
Intuitive Navigation across Your Solution
- List-based navigation helps employees quickly locate a record or report once
and then select and perform actions against that record or report.
- Simplified system navigation includes an interface that shows buttons and paths
only to those modules that an employee is authorized to use.
- Locate and launch reports from across your system quickly-including
Microsoft Dynamics GP Report Writer reports, SmartLists, and SQL Reporting
Services reports. Restrict and perform multiple actions for reports in the list.
- Use My Reports to create a list of the reports you use most often. Customize
them as needed and store for one-click access.
Rich Microsoft Office Integration
- Share query and budgeting data with Excel 2003 and Word 2003, with the
ability to make full use of Excel-based reporting capabilities and export
Microsoft FRx reports directly to Excel pivot tables.
- Consolidate Excel, Word, and Microsoft Office PowerPoint
documents in FRx reporting packages to deliver a single file that preserves all
formatting and properties for each document type.
- Use the Letter Writing Assistant to build customized communications in
Word.
- Send customer statements, invoices and other documents via e-mail through
Outlook and eliminate time-wasting and expensive paper mailing
processes.
- Enter vacation requests through Business Portal and have them automatically
added to your Outlook calendar.
- Easily attach maps and directions for sales, delivery, and service call routes
with single-click access to Microsoft MapPoint.
- Link to Microsoft Dynamics GP data directly from within Microsoft Office
applications, using smart tags to speed access to customer, vendor, inventory,
general ledger account, and employee information.
Information Tailored to Specific Industry Roles
Customizable role-based home pages provide employees in professional
services, distribution, retail, and public sector companies with a dashboard
tailored to their daily tasks - including reminders, KPIs, and links to specific
reports, feature guides, windows, or SmartLists. More than 20 customizable
roles include:
- Accounting Manager
- Grant Manager
- Warehouse Manager
- Production Manager
- Payroll Administrator
- Shipping and Receiving
- Human Resources Manager
- Accounts Receivable Administrator
- Accounts Payable Coordinator
- Order Processor
- Purchasing Agent
- Bookkeeper
- Production Planner
- IT Operations Manager
- Credit and Collections Manager
- Shop Supervisor
- Customer Service Rep
- Accountant
- Purchasing Manager
- Operations Manager
- Materials Manager
- Dispatcher
Setup Checklists
Streamline setup with a clearly defined setup structure, a suggested order for
completing setup steps, and the ability to assign windows or groups of windows
to users for completion.
Intuitive User Interface
Initiate tasks quickly and easily using the intuitive navigation and user interface.
Mass Deployment
Create an installation package for a customized, configured version upgrade that
can be installed across the organization by running a single file. Partners and IT
staff can then use familiar tools and applications to push the deployment out to
all clients.
Automatic Client Updates
Select, approve, and post Service Packs for automatic deployment across all
client workstations. Employees are notified by e-mail alert when an update is
posted.
Small Business Server Integration
Integrate your Microsoft Dynamics GP Standard solution with Microsoft
Windows Small Business Server 2003, ensuring quick setup and one-click
installation.
Shortcuts
Improve productivity by grouping commonly used tasks in a convenient shortcut
navigation bar.
To-do Lists
Build online to-do lists and routine checklists for multi-step tasks.
Integration with Reporting Tools
Integrate seamlessly with Report Writer and Microsoft SQL Reporting Services to
create professional-looking reports containing the exact information you need.
Reminders
Attach Internet addresses to employee records, items, customers, and vendors.
Notes
Attach detailed information to master records and transactions for improved
control and audit capabilities.
Modify Data Entry Windows
Use Modifier with Microsoft Visual Basic for Applications (VBA) to add business-
specific functions into data entry and inquiry windows.
Reminders
Schedule task reminders, and then assign reminders to specific users for follow-
up actions.
Type Ahead
Auto-fill customer IDs, shipping methods, Tax IDs and any other field that has an
associated lookup window in Microsoft Dynamics GP.
Business Alerts
Use business alerts to automatically warn a pre-defined list of decision makers
with a customized e-mail message when a specified business condition, such as
reaching a checking account balance, is met.
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