GP Partner Connections
Session Title Session Description
This session will discuss a list of underutilized features & modules
that many consultants know about but rarely implement or even see
Underutilized GP Skills all
1 in the field. Come discuss your success stories with a module you
Consultants should know
don’t work with that often or your puzzlement with the lack of
usage/knowledge of a particular tool or module.
The Microsoft Dynamics performance management strategy, is to
incorporate financial reporting, planning and analysis functionality into
a single product line and Management Reporter for Microsoft
2 Management Reporter
Dynamics is both the FRx replacement product and the first step for
Microsoft in achieving this vision. It is essential for all Consultants to
fully understand this concept and related timelines.
This Roundtable will study a how to attain Ultimate Efficiency and
Effectiveness with Least Amount of Effort. How do consultants meet
Consulting: Ultimate Efficiency
revenue goals and customer satisfaction and still have a life?
3 and Effectiveness - An
This session is a must for any high intensity consultant in the
Ever wonder what development tool might be best to tackle a
customization for a client? Should I use Dexterity, VBA, .NET, or
Everything an App Consultant something else? In this session, we'll describe the general strengths
needs to know about of using one development platform over another depending on the
Development Tools (But was type of customization you wish to achieve. This session will be
afraid to ask) geared for consultants, not developers, so you need not be a hard-
core programmer to gain value from this presentation. We will cover
a few real-world customization scenarios and discuss which tools
This workshop will feature the most popular BI/Reporting tools in use
with GP today. Experts will provide a brief deep-dive into: Navigation
Business Intelligence/Reporting Lists, Excel Reports, Data Connectors, Excel Builder, Smartlists,
Workshop – Part I Smartlist Builder, Drill Down Builder, and SQL Report Builder.
Emphasis will be put on what is used in GP10 and take a look at
what’s new in GP 2010
This Roundtable discussion will be a constructive session to gather
input from the participants to list areas of missing funcitonality or
overall strategy for Dynamics GP. The group will collaborate with
Executive Roundtable: How do Microsoft participants to determine the best means of submission and
we best work with Microsoft to influence into the development cycle. : How do we best work with
6 influence missing MS about and/or work around missing functionality/strategy?
Dynamics GP? It is important to note that this session will be methodical and
constructive and shouldn't mistaken for an opportunity to simply air
frustrations. It is also worth noting that this session does not
guarantee submitted ideas will make it into the GP product.
Participants in this session will share their experiences in integrating
Dynamics CRM Integration - Dynamics CRM to GP. Topics will include various methods of
Roundtable integration including the GP to CRM Connector published by
Microsoft, Smart Connector by eOne, and other methods.
Subsequent to the workshop on these topics, this Roundtable
Business Intelligence/Reporting Discussion will allow the group to offer Best Practices in BI/Reporting
8 Best Practices Roundtable – tools such as: Navigation Lists, Excel Reports, Data Connectors,
Part I Excel Builder, Smartlists, Smartlist Builder, Drill Down Builder and
SQL Report Builder.
There a growing number of solid ISV products for GP from reputable
vendors in the market today. Based on a company's business
requirements some will be more approripate than others in a given
GP environment. In this ISV Briefing session, we have assembled
9 ISV Roundup
key market leaders to highlight the most important factors to consider
in making educated decisions for bringing in solutions to augment GP
for your client.
Attendees of this session will discuss the best practices surrounding
Security - Best Practices the security model in Dynamics GP 2010 and what key changes
Roundtable must you know from previous versions? Establish what the most
important factors around security for best advising your customers?
Similar to the BI/Reporting Workshop Part I, this session will feature
11 key aspects including: Analysis Cubes, Word Reports including the
Workshop – Part II
new email functionality.
Consultants must meet customers’ base expectations in order to
Moving the Customer from keep their business, but just satisfying them is no longer enough.
12 Satisfied to Evangelize - A Participants in this knowledge sharing session will learn how
Roundtable Discussion differentiation and customer loyalty will occur when a Consultant
anticipates unrecognized needs, takes small steps with big results,
and transforms the traditional customer relationship.
This Roundtable session will cover best practices surrounding SQL
Server 2008 and SQL Server 2008 R2 configuration. Attendees will
share with each other their experiences around key topics with SQL
Server 2008 and SQL Server 2008 R2 Configuration including:
o Using Upgrade Advisor to Prepare for Upgrades
o Migrating to SQL Server 2008 or SQL Server 2008 R2
Configuring SQL Server 2008
13 o Upgrading to SQL Server 2008 or SQL Server 2008 R2
or SQL Server 2008 R2
o Managing Services
o Changing the Accounts Used by the Services
o SQL Server Reporting Services Configuration.
o SQL Server Integration Services Configuration.
o 64-bit OS and Dynamics GP Configuration.
How can you successfully deploy Business Portal? What are some
best practices when implementing Business Portal? What are some
successful implementations that drive utilization in organizations?
Business Portal - Best This roundtable discussion will discuss some of the more successful
Practices Roundtable implementation practices that organizations have discovered as well
as to discuss some ways to drive user acceptance and BP utilization
in firms. We will also discuss some of the new features launched
with Business Portal for Dynamics GP 2010.
Business Intelligence/Reporting Subsequent to the workshop II, this Roundtable Discussion will allow
15 Best Practices Roundtable – the group to offer Best Practices in BI/Reporting in the areas of:
Part II Analysis Cubes, Word Reports including the new email functionality.
Curious about Sure Step? Are you making the most of the templates
in both the sales and implementation process? Then Sure Step 101
is the place for you! Learn about the key features and benefits of
Sure Step 2010 as we review the optimal process flow through a
customer engagement. Specific content and templates that can
16 Surestep Methodology 101
enhance your level of professionalism and bring you greater
effectiveness will be reviewed.
This is Part one of a three part session around Surestep Project
This session will dig into the Extender tool and expose some of the
key tips and tricks used by attendees of this Roundtable. Here’s a
few sample items that will be discussed in this session:
- Extender concepts – how it all hangs together
- When to use form, detail form or window
17 Extender Roundtable
- Obscure field types, folders, fields, calculated fields, linked lookups
and field masking
- Using Extender to lookup custom data in SQL database
- Extender data. Find it and write reports on Extender data
- What Extender does NOT do
- How to approach Extender projects
- When to write code, when to configure with Extender
How can an organization utilize Workflow? What are some of the
new workflows that are available in Dynamics GP 2010? What has
Workflow for Microsoft the demand been for Workflow in the marketplace? In the Workflow
22 Dynamics GP Best Practices roundtable discussion, we will discuss the best practices relating to
Roundtable implementation and user acceptance of Workflow in a corporate
environment. As well, we will be discussing the new features that
Microsoft Dynamics GP has added to Workflow.
This workshop will focus on SRS essentials. Attendees will hear from
experts in SRS how to get started, where to get the best training and
experience, and, most importantly, real life stories of how to best
leverage SRS in your clients' environment, including how to:
• Identify the benefits of using SQL Server Reporting Services
together with Microsoft Dynamics GP.
• Install the SQL Server Reporting Services Wizard.
• List available reports, models, and data sources.
• Demonstrate how to deploy data connections and reports, and
make reports available in Microsoft Dynamics GP.
• Make reports available on the My Reports list.
19 SSRS: Basic - Workshop • Explain the components of SQL Server Reporting Services.
• Explain data regions available on reports and how they can be used.
• Determine the needs for a report.
• Identify main tables, sorting and restricting requirements.
• Identify table relationships to assist in creating SQL statements or
• Describe global collections that can be used on a report.
• Create a report, data source, and data set.
• Enhance a report by making modifications to the layout.
• Show how to modify properties of items on a report.
Interested in new features and the future of Sure Step? Unsure of
how to begin the adoption process? This session builds on Sure
Step 101 as we continue to review the use of tools and templates.
Join us as we dive into the topic of certification and how to drive
adoption in your own organization using online tools and Sure Step
20 Surestep Methodology 102
documents. A sneak preview of upcoming enhancements and a view
of the product roadmap will also be included.
This is Part two of a three part session around Surestep Project
Wishing you could write great reports that are flexible and easy to
maintain? Have you ever wanted to updated some data from "the
T-SQL: Basic and Advanced back end" but didn't know how? In this workshop, we'll discuss how
21 to use SQL Syntax, T-SQL (Transact-SQL) to examine and modify
data in your Dynamics GP system. We'll briefly cover discovery tools
to determine where the data in Dynamics GP shows up in the
database, then spend some time learning how SELECT, UPDATE,
and INSERT work. We will then explain how JOINs allow you to
With the release of SharePoint 2010 earlier this year, there have
been a lot of changes to the functionality of the product. There are
new features, lots of enhancements, as well as some ease of use
18 (What's New in Sharepoint
areas that have been refined. Join us as we present the new
features included in Microsoft SharePoint Server 2010 and Microsoft
SharePoint Foundation 2010.
This workshop will focus on advanced SRS skills. Veteran SRS
experts have compiled the most compelling SRS skills needed to be
successful in the marketplace and will be sharing it with attendees.
• Describe and use parameters.
• How to use one report for multiple companies.
• How conditionally, based on selected parameters to display
• Publish reports with Report Designer and view them in Report
23 SSRS: Advanced - Workshop
• Describe subscriptions and when to use them.
• Describe and create a report model.
• Use Report Builder to work with entities and folders, group, sort, and
filter data, and view and publish a report.
• Create a matrix (cross tab) report.
• Report Server Administration
• How to use ReportViewer control.
• How to execute SRS reports from Dynamics GP and pass GP
parameters to the Report.
Share your experiences, and learn from other partners by
participating in this roundtable discussion. Topics will include
motivation during the methodology adoption process, incorporating
Sure Step in your sales cycle, and using an implementation
Sure Step Roundtable: methodology to support your organization. Come prepared to share
24 Implementation Methodology and respond to the wealth of experiences in the room! The session
Best Practices will close with a discussion on the usability and functionality of the
Sure Step tool. Share your experience and perspectives with us!
This is Part three of a three part session around Surestep Project
This workshop will look at the Support Debugging Tool available from
Microsoft for Dynamics GP. The tool is full of great features designed
25 Support Debugging Tool for GP to make supporting Dynamics GP easier for partners and customers.
We will explore all the major features along a with a look at usage
With SharePoint becoming a key player in the BI stack and with
Microsoft Dynamics GP utilizing this technology more and more,
SharePoint is quickly becoming a key player in the BI stack. What
SharePoint Best Practices are your experiences with this fast-growing product? What have you
Roundtable seen for demand surrounding SharePoint with your GP clients? Join
us as we discuss SharePoint implementation best practices, and
discuss some of the new features that Microsoft has added for the
Attendees of this session will discuss the best ways to leverage SRS
in their client's environment. Topics will include:
• Reporting Services architecture
SSRS - Best Practices • Report Data Performance Considerations
Roundtable • Migration Best practices - Upgrade options
• New Features in SQL Server Reporting Services 2005/2008.
• CLR Integration
Software as a Service is in the headlines every day. It is a key part of
Microsoft's strategy, yet remains mostly unchartered. Partners will be
28 SaaS impacted hugely, especially on how VARs and ISVs do business
together. This roundtable will address the key areas to be aware of
and to ready yourself for, for both VARs and ISVs.
Format Track Leader
Slot Day Time Duration
Roundtable AC Bob McAdam 1 Saturday 60 mins
Derek Krebs 3:30pm -
Roundtable BI 1 Saturday 60 mins
Noah Moseley 4:30pm
Roundtable PM Sandy Wyman 1 Saturday 60 mins
Roundtable AC Mark Rockwell 2 Saturday 60 mins
Workshop BI David Eichner 2 Saturday 60 mins
Roundtable PM Jesse Byam 2 Saturday 60 mins
Tim Estenson -
Roundtable TC Microsoft 2 Saturday 60 mins
Jeff Hensel - Microsoft
Roundtable BI David Eichner 3 Sunday 60 mins
Workshop AC Jesse Byam 3 Sunday 60 mins
Roundtable AC Jenn Schoemer 4 Sunday 60 mins
Workshop BI Mark Polino 4 Sunday 60 mins
Roundtable PM Sandy Wyman 4 Sunday 60 mins
Workshop TC Joe Tews 4 Sunday 60 mins
Roundtable AC Joe Tews 5 Sunday 60 mins
Roundtable BI Mark Polino 5 Sunday 60 mins
Christina Phillips/Lori 4:30pm -
Workshop PM 5 Sunday 60 mins
Roundtable TC David Eichner 5 Sunday 60 mins
Roundtable AC Joe Tews 6 Monday 60 mins
Workshop BI John Dadian 6 Monday 60 mins
Christina Phillips/Lori 8:30am -
Workshop PM 6 Monday 60 mins
Workshop TC Mark Rockwell 6 Monday 60 mins
Workshop AC Joe Tews 7 Monday 60 mins
Workshop BI John Dadian 7 Monday 60 mins
Christina Phillips/Lori 9:45am -
Roundtable PM 7 Monday 60 mins
Workshop TC Mark Polino 7 Monday 60 mins
Roundtable AC Joe Tews 8 Monday 60 mins
Roundtable BI John Dadian 8 Monday 60 mins
Roundtable TC Mark Rockwell 8 Monday 60 mins
Break Out Slot Day Time Consultant Consultant PM/Exec BI
Consulting: Ultimate Efficiency
GP Skills all Management
and Effectiveness - An Executive
1 Saturday 3:30pm - 4:30pm should know
McAdam Wyman Moseley
How do we best
work with Business
needs to know Dynamics CRM
Microsoft to Intelligence/Repo
about Integration -
influence rting Workshop –
2 Saturday 5:00pm - 6:00pm Development Roundtable
missing Part I
Tools (But was
afraid to ask)
Rockwell Byam Eichner
3 Sunday 1:30pm - 2:30pm Practices
Customer from Business
Security - Best SQL Server
Satisfied to Intelligence/Repo
Practices 2008 and
4 Sunday 3:00pm - 4:00pm Evangelize - A rting Workshop –
Roundtable SQLServer 2008
Roundtable Part II
Schoemer Tews Wyman Polino
Business Portal Surestep
Extender rting Best
Best Practices Methodology
5 Sunday 4:30pm - 5:30pm Roundtable 101
Tews Eichner Polino
Dynamics T-SQL: Basic Surestep
SSRS: Basic -
GP 2010 and Advanced Methodology
6 Monday 8:30am - 9:30am Best Practices Workshop 102
Tews Rockwell Dadian
Sharepoint SSRS: Advanced -
Debugging Tool Implementation
7 Monday 9:45am - 10:45am for GP Methodology
Tews Polino Dadian
Sharepoint SSRS - Best
Best Practices SaaS Practices
8 Monday 11:00am - 12:00pm
Tews Rockwell Dadian
GP Partner Connections
Saturday, October 23
Conference Opening General Session 02:00 pm - 03:30 pm
Workshops and Training – Session #1 03:30 pm - 04:30 pm
Break 04:30 pm - 05:00 pm
Workshops and Training – Session #2 05:00 pm - 06:00 pm
Welcome Reception 07:00 pm – 10:00pm
Sunday, October 24
Networking Lunch 12:00 pm – 01:30 pm
Workshops and Training – Session #3 01:30 pm - 02:30 pm
Break 02:30 pm - 03:00 pm
Workshops and Training – Session #4 03:00 pm - 04:00 pm
Break 04:00 pm - 04:30 pm
Workshops and Training – Session #5 04:30 pm - 05:30 pm
After Hours Networking 06:30 pm - 09:30 pm
Monday, October 25
Networking Breakfast 07:30 am - 08:30 am
Workshops and Training – Session #6 08:30 am - 09:30 am
Break 09:30 am - 09:45 am
Workshops and Training – Session #7 09:45 am - 10:45 am
Break 10:45 am - 11:00 am
Workshops and Training – Session #8 11:00 am - 12:00 pm
Closing General Session & Lunch 12:00 pm - 01:00 pm
Optional GP Training Courses* 01:00 pm - 05:00 pm
GPPC Planning Session (all invited)** 01:30 pm – 02:00 pm
* Optional GP Training Courses are half day Instructor led full curriculum courses. There are extra course fees associated with
** The GPPC Planning session is open to anyone. The agenda for this meeting will include designing the content for the upcom
ra course fees associated with these. Please email Mark.Rhodes@DynamicCommunities.com for more information.
gning the content for the upcoming year.