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Microsoft Dynamics implementation demands thoughtful and meticulous planning


Microsoft Dynamics ImplementationAt the center of today’s business processes lies immense layers of complexities, the kind that can hammer data collection and attempts at maintaining good customer relations.

In short, and within the spectrum of so much data, it’s no wonder that businesses may push back on the idea of integrating an ERP platform into their inventory of legacy applications like Excel, for example.

Before stakeholders come to agree on embracing the platform, they should first consider a number of factors that may very well affect their Microsoft Dynamics implementation.

A few of the considerations may prompt questions like:


Is an ERP the ‘right choice’ for your business?

It’s easy to look at other ways of doing business, such as using an ERP system,  that seem—on the surface—the dream-answer to the daily challenges facing the company or organization.

Surprisingly, a deep look within the inner-workings of the company, such as what existing reporting systems might very well offer solutions to a major cause of problems; too, looking at the company Intranet and other portals might identify ongoing problems as well as their solutions.


Clear objectives?

Let’s face it. Before implementing the Dynamics ERP platform it’s crucial for all stakeholders to agree on expectations from the software. In short, will they receive better financials and overall data management—-key reasons why businesses embrace Microsoft Dynamics ERP!


Will you outsource IT when needed?

Achieving operational efficiency with the software can, frankly, be a complicated process. As such, it often behooves a company to use resources outside their organization. Often, the amount of time and the need for skilled people in the implementation process is woefully underestimated.


Do you understand the system before  ‘customizing?’

It pays to get everyone moderately comfortably with the Dynamics ERP before reaching out to changing certain modules—particularly with the finance and human resources programs.

For the most part, a premature strategy of customizing the software can present more time-stresses on IT and other personnel.

Contact us for more information on how this software can help move your business to that next level of success.


Make Better Business Decisions with GP 2013 R2

GP 2013 R2 business

As a business owner, you rely on your employees to make decisions.  Whether employed as an executive, manager, or line staff, their ability to make the proper decision is essential.  Bottom line: Bad decisions cost money.

Making good decisions will help drive the company forward: reduce costs and inefficiencies, generate new sales from new and existing customers, and penetrate new markets.  Your employees will need to be properly armed to make these decisions, and Dynamics GP 2013 R2 will provide what they need.

Decisions are made based on the information available.  When your employees are working from old and out of date information, their ability to make the right decision is greatly reduced.  The information they need must be accessible, current and in sufficient detail to be useful.

Years ago, a sales rep leaving for a business trip would print out a sheaf of paper reports before leaving the office.  Current inventory counts, customer statements and aging reports were all available, and were stale almost as soon as they left the printer.  Working from these paper reports, the sales rep is quickly moved from the current status to a historical status.  The only way to get updated information was to have a new set of reports faxed to his hotel, and then later, by email.  Very inefficient way to operate.

The solution is to enable the entire workforce with a solution that provides better access to current information, a capacity to refresh on demand, and the tools to drill into the reports.  That solution is Dynamics GP 2013 R2.

With Dynamics GP, your employees can access the reporting and inquiry tools via their choice of mobile device (laptop, tablet or smartphone), refresh when they choose, and then drill down to the level of detail needed.  From financial statements using Management Reporter 2012, to graphical analyses with the Business Analyzer, and detailed metrics from SQL Server Reporting and Analytical services, current information is literally a click away.

Making better decisions is critical to your business, and can be as easy as providing the tools and options to everyone in the organization.  Contact TMC today to learn how to deploy Dynamics GP, on premise on in the cloud, and stop making those expensive bad decisions.

By TMC, your Microsoft Dynamics Partner

Microsoft Dynamics GP 2010 & Dynamics NAV 2009 Price Increasing on July 1st, 2014


If you are looking to add additional users of Microsoft Dynamics GP 2010 & Dynamics NAV 2009, you should do so before the price increases on July 1st. Price increases from $2,250 to $2,600 for users on July 1st. Call your representative at (TMC/BuyERP) to make sure you secure these savings at 310-559-3982 or fill out your request at their contact us page 

Microsoft Dynamics GP, and Microsoft Dynamics NAV Module Based Licensing and Business Ready Licensing price changes – effective July 2014.

In July 2006, Microsoft Dynamics introduced the Business Ready Licensing (“BRL”) model for Microsoft Dynamics GP, Microsoft Dynamics NAV, and Microsoft Dynamics SL to simplify pricing through reduced granularity.  BRL’s predecessor, the Module Based Licensing (“MBL”) model was unchanged to provide pricing stability to existing MBL customers.

We continued the journey towards pricing simplification by launching Microsoft Dynamics NAV 2013 in October 2012, and Microsoft Dynamics GP 2013 in December 2012 on Business Value Licensing and the Perpetual Licensing.  These two newest licensing models consolidated licensing into one edition, grouped functionality pricing into one or two packs, and increased flexibility with more Client Access License options.

At the same time, as partners needed time to convert their vertical solutions to the new product versions, we continued offering new customers the option to license Microsoft Dynamics GP 2010 R2, and Microsoft Dynamics NAV 2009 R2 through the BRL model.  This option is now coming to an end.  Since 1 March 2014, new customers can only license Microsoft Dynamics AX 2012 R2.  And, as previously announced, starting 1 July 2014, new customers will only be able to license Microsoft Dynamics GP 2013 R2 and Microsoft Dynamics NAV 2013 R2.

While we encourage existing MBL and BRL customers with an active enhancement plan to upgrade to the latest version of their products using the attractive license model transition upgrade, if applicable, we understand that some customers will want to remain on their current versions.  Therefore, existing MBL and BRL customers will be able to continue licensing additional users and functionality through their existing licensing models.

Now, to further rationalize pricing across licensing models, Microsoft is making the following changes effective 1 July 2014:

  • Elimination of all user price tiers (e.g. 11-25 users, 75+ users) on the following license models and editions
    • Microsoft Dynamics GP and Microsoft Dynamics NAV MBL Professional
      Note:  After this change, the pricelist will display a 1+ user price. 
  • ??User price increase on the following license models and editions
    • Microsoft Dynamics GP and Microsoft Dynamics NAV MBL Professional, MBL User Based Pricing, and BRL Business Essentials

We believe that this pricing realignment, designed to bridge the gap between old and new licensing models, will help you increase your existing customer revenue while making it slightly more compelling for your existing customers to upgrade to the latest version of their products

TMC Helping Client “Invisible Children” Save Lives

TMC Donates $500 to Invisible Children

invisible children

TMC is proud to donate $500 to their client Invisible Children in their personal team goal of raising $10,000 to help end Joseph Kony’s reign in Africa of terrorizing innocent people. TMC has been working with Inivisble Children over the past few years, providing them Microsoft Dynamics GP for their ERP software solution, to help enable their business to become more streamlined which has helped them grow and be able to use more resources to fight Kony’s army and save lives of innocent children in East Africa. To find out more about how has helped their other Non Profit clients, and how they can do the same for your Non Profit company, visit this page 

To make a donation and help Invisible Children achieve their goal, please visit their fundraising page here. We also ask that you use the social media links above to help spread the word of Invisible Children’s charitable actions. Please also use #zeroLRA on any postings. Stand for Nothing, Change Everything.

The Finance Department at Invisible Children, is reaching out to all vendors and people everywhere for support. TMC is trying to also help Invisible Children spread the word.  Below is the essence of their campaign:

“We believe that stopping injustice anywhere is the responsibility of humanity everywhere. That’s why we are committed to seeing an end to Africa’s longest-running armed conflict: Joseph Kony and his Lord’s Resistance Army (LRA) have been terrorizing innocent people in central and East Africa for more than 27 years. They are known for brutally kidnapping children and forcing them to become child soldiers and sex slaves. In Uganda alone, 10,000 of the children who have been kidnapped are still missing.

Thanks to increased global awareness and action, Kony and the LRA are weaker than ever, but they will remain a deadly threat until the group has been disbanded completely–until all the women and children have escaped and all the soldiers have surrendered. Until there are zero LRA.

This fall the Finance Team at Invisible Children is determined to raise $10,000 for Invisible Children’s #zeroLRA campaign, which is helping to bring kidnapped women, children, and abducted soldiers home from the LRA and reunite them with their families. We are standing for nothing. No child soldiers. No killing. No war. We are celebrating everything. Every escape. Every name. Every life.

We are confident we can reach our goal with your help. If you choose to make a tax deductible donation, we assure you it will make a huge difference. Already this year, 58 people have escaped from the LRA and returned home, largely due to Invisible Children’s life saving programs. Check out this short video to see exactly what your donation will achieve.

We are so close to ending this war, but we still have work to do in order to truly achieve a world with zero LRA. To make a donation and help us achieve our goal of $10,000, please visit our fundraising page here.

Thank you so much for working alongside Invisible Children and supporting us in the fight for justice.”

TMC thanks you for helping spread the word of this great cause. God Bless

Dynamics GP 2013 & Dynamics NAV 2013 Now Hosted on Windows Azure Platform



windows azure

Earlier this week, the Microsoft Dynamics team announced the availability of Microsoft Dynamics NAV and Microsoft Dynamics GP on Windows Azure through its partners. This means that Microsoft Dynamics GP and NAV customers can now work with Technology Management Concepts to get their business solutions in the cloud and know that their solution is hosted on a secure, enterprise-class cloud infrastructure. Both Dynamics NAV 2013 and Dynamics GP 2013 are hosted on Windows Server virtual machines on Windows Azure. End users can access the cloud-hosted versions via the Web or desktop clients, either from the office or on the go using mobile devices.

Microsoft officials said in December 2012 to expect the first of its ERP offerings to be available hosted on Windows Azure by mid-2013. Microsoft originally planned to make its ERP wares available in the cloud last year, but ended up delaying availability in order to improve its “hostability.”

Now that Windows Azure is available on Microsoft Dynamics GP 2013 and NAV 2013, customers can take advantage of easy to use, quick to implement business solutions from Microsoft with the added benefit of knowing their solution is hosted on secure, enterprise-class cloud infrastructure from a trusted provider like TMC.

Technology Management Concepts is also committed to helping our customers realize the full value of what we like to call a business solution from Microsoft – a comprehensive business management solution that extends beyond traditional ERP to include productivity tools, services, devices, and now with hosting on Windows Azure, enterprise-class cloud infrastructure.

What this means for our customers is reduced time to deployment, faster ROI, and the ability to focus their resources on the areas where they get the most value.  For TMC, this new capability and ability to use Windows Azure means growth for our company and for our clients.


How to Utilize Your Dynamics GP Document Management System

Wading Through All the “Paper” on Microsoft Dynamics GP and Document Management Systems in Order to Decide on How to Go “Paperless”

Judging from all of the email invites I have been receiving lately, Document Management Systems are the hottest topic in the Dynamics GP community so far in 2013. Go Green, Add Workflow, Seamless Automation are the headlines screaming at us from our inboxes daily.  It is very rare that a day goes by without receiving an invitation to attend a webinar, covering all of the many wonderful attributes of document scanning and storing.   Without question, this is a vital piece of technology for today’s office, and while the stated goal of becoming truly “paperless” may be never fully realized, there are huge efficiencies to be gained by minimizing both the quantity of paper that must be processed, and the number of times a single piece of paper needs to be touched.

I typically divide the various Document Management System’s I review into two groups:

General Purpose DMS that includes some ability to integrate into Dynamics GP, and those Document Management Systems that are written specifically to integrate with Dynamics GP only.

  • General Purpose systems – these are designed to provide document management, workflow and approvals and document retrieval for the entire organization.  Literally any document received by the company can be scanned, stored, routed and retrieved.  This extends the DMS beyond the boundaries of the Finance / Accounting team, and allows for the DMS to manage all of the document needs of the legal team, as an example.  The drawback here may be limited functionality within the Dynamics GP system, requiring that document search and retrieval be handled in the DMS rather than within Dynamics GP for example.  While the General Purpose solutions do offer company-wide availability, they also require that all document management, approvals and retrieval be done within the DMS system.


  • Dynamics GP specific systems – designed from the beginning to work within Dynamics GP, these tools offer incredible efficiencies within the ERP system, allowing a GP user to drill back to the source document, without ever leaving GP.  These systems can also make significant use of the master data stored within Dynamics GP when it comes time to route documents for approval or to capture meta-data about a transaction, as the DMS has direct access to GP’s master records.

Each group offers different advantages, and your selection needs to be based on which approach makes best sense for your purposes.

Evaluating a potential DMS can be tricky.  To make the process a little easier, I recommend incorporating the following key aspects as part of your search:


Document Management Systems are built using a variety of underlying platforms, but for incorporating a DMS into a Dynamics GP environment, look for a DMS built on Microsoft SQL Server.  With MS SQL Server as the backbone, the documents that are being scanned and attached to a Dynamics GP record or transaction are physically stored directly in the database itself.  Other platforms will only provide a “link” to the stored object or document, which can cause problems if you ever need to migrate your ERP and DMS systems to new hardware.  Once those “links” get broken, you would be facing a monumental challenge getting all of the “links” working again.  When MS SQL Server is being used as the storage for the ERP and Document Management System, there will be no concerns about losing the links.

Routings and Workflow

One of the major benefits of adding a Document Management System is the ability to handle a physical piece of paper once and only once.  After the initial scan of the paper document, all subsequent activities should be done using the scanned image only, along with any related notes or attachments.  Moving this scanned image through a defined workflow process allows for the capture of any additional information that is required, including approvals, notes or comments and GL Account coding.  To facilitate this, the workflow engine in the DMS needs to be flexible and as automated as possible.  Look for DMS that includes a logic-based workflow engine, so that it can recognize your organizational chart, be aware of dollar-limits for approvals, etc.

Comments and Annotations

Workflow routings that do not carry all of the relevant information are only fulfilling part of their mission.  To be fully effective, the various notes, comments and attachments that have been added to the original document at any time during it process must be visible to every user.  Most DMS include some type of capability to add more information to a document, be certain that information is fully visible to everyone.

Audits and Archives

One of the rarely spoke of requirements of a DMS is the ability to meet the requirements of your auditors, both internal and external.  Replacing paper documents with the images held in the DMS works, as long as there is full access for auditors and other archival purposes.  For example, at the successful conclusion of a workflow for a vendor’s invoice, the DMS must now maintain all the various steps, attachments, notes and comments, user approvals and electronic signatures.  This information will be vital for any audit, and the failure of the DMS to quickly and easily provide it can be sticky issue.

I try to attend every single webinar that I get invited to, and the wealth of various solutions available is considerable.  In fact, there may be almost too many choices available, with a wide range of capabilities and price points.  Picking the optimal Document Management System will not be easy, but with a careful focus on a few key attributes, you will be able to narrow down the field and be confident that your selection will be appropriate for your needs.


TMC Releases Free Microsoft Dynamics 30 Day Trial for Microsoft Dynamics GP, NAV, and SL

Technology Management Concepts, announced today the launch of their free 30-day trials of hosted Microsoft Dynamics ERP solutions including Microsoft Dynamics GP, Dynamics NAV, and Dynamics SL. TMC is excited for their prospective customers to have access to the on-demand 30-day trial of the industry-specific Microsoft Dynamics ERP products exclusively in The Cloud. Potential customers can now demo Microsoft Dynamics GP 2013, Dynamics NAV 2013, and Dynamics SL 2011 with a 30-day free ERP cloud trial.

Technology Management Concepts, the leading ERP partner in Southern California, is happy to add the option of the online trial software for their customers, as they understand part of the ERP software research process is to test the software before they purchase it. When a customer visits the TMC website, they will be asked to complete a simple form where they will be able to choose which software they prefer, customize the trial to their company’s needs, as well as receive a quote for what their hosted software would cost them monthly. The trial will then be provisioned by TMC and their free trial company will be up and running online in less than 24 hours. Technology Management Concepts will then guide their customers over the next 30 days with a daily lesson to help them navigate the software trial. TMC also provides customer and technical support if needed.

“A growing trend in the ERP marketplace is the request for trying the software before you buy it. Simply being shown the software in a sales pitch meeting isn’t sufficient anymore. Customers want to let their technical staff try out the software first to make sure they’re comfortable with it, before they invest in the software. TMC provides this option by offering their free 30 day trial of Microsoft Dynamics ERP Software” says TMC Marketing Manager, Brett Hensley.

The 30-day trial allows for an immediate hands-on experience of Dynamics GP 2013, Dynamics NAV 2013, and Dynamics SL 2011. The trials can be set up and tailored towards companies in a variety of industries such as wholesale distribution, non-profit, manufacturing, hospitality/restaurants, entertainment, etc. To get set up for the free trial, visit this page or call 310-559-3982 for more information.

Click here for the full press release

Microsoft Easy Start Offer – Save Big on Dynamics GP 2013 & NAV 2013

Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 Easy Start Offer – Terms

Effective February 1, 2013, and until close of business day on June 15, 2013, all new customers meeting the eligibility criteria can take advantage of this special offer.

Under the terms of this offer, new customers can obtain a 40% discount on the Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 Starter Pack. For example, the Starter Pack can be licensed for USD 3,000 in the United States and EUR 2,250 in the EU/EFTA*.


  • Offer is valid only for purchases of Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 using the Perpetual Licensing model.
  • Offer only applies to new Microsoft Dynamics ERP customers. A new ERP customer is defined as a customer that has not previously licensed any version of Microsoft Dynamics GP or Microsoft Dynamics NAV
  • This offer will be entered in Order Central as a 40% discount off the Starter Pack license list price. Please refer to the Microsoft Dynamics GP 2013 price list and the Microsoft Dynamics NAV 2013 price list to determine the discounted price in each country.
  • First year required maintenance is not included in this offer and must be purchased separately. Enhancement/support plan fees will be calculated from the system list price of all users and components, based on the regular Microsoft Dynamics price list.


  • Offer is valid worldwide except for the following countries: American Samoa, Australia, Bangladesh, Bhutan, British Indian Ocean Territory, Brunei, Cambodia, China, Christmas Island, Cocos (Keeling) Islands, Cook Islands, Fiji Islands, French Southern and Antarctic Lands, Guam, Heard Island and McDonald Islands, Hong Kong SAR, Indonesia, Japan, Kiribati, Korea – South, Laos, Macao SAR, Malaysia, Maldives, Marshall Islands, Micronesia, Myanmar, Nepal, Nauru, New Zealand, Northern Mariana Islands, Niue, Norfolk Island, Palau, Papua New Guinea, Philippines, Pitcairn Islands, Samoa, Singapore, Solomon Islands, Sri Lanka, Taiwan, Thailand, Timor-Leste, Tokelau, Tonga, Tuvalu, Vanuatu, Vietnam, and Wallis and Futuna.

Offer does not apply to:

  • Any other Microsoft software.
  • Purchases using the Services Provider License Agreement or any volume licensing program
  • Purchases using the Business Ready Licensing model, the Module Based Licensing model or the Subscription model.

– Offer cannot be combined with other offers (with the exclusion of the FY13 Grow ERP SMB Adds – Partner Incentive), promotions or discounts. All components besides the Starter Pack must be licensed at list prices.

– Purchases made prior to the effective date of the offer are not eligible.

– This offer is available to partners on an ISV Embed Addendum.
– This offer cannot be converted into cash.
– Taxes, if any, are the sole responsibility of the recipient.
– This offer is non-transferable.
– Offer available only through authorized Microsoft Dynamics resellers. End user prices, terms and conditions are independently set by resellers.
– Offer only available once per customer.


*If you have any questions about the Microsoft Dynamics GP 2013 and NAV 2013 Easy Start Offer please contact Pat Quimby at or call 310-559-3982.

Microsoft Dynamics GP 2013 Now Available for Purchase and Upgrade!

gp 2013


Dynamics GP 2013 Features – TMC

The day is here that everyone in the ERP world has been waiting for…..Microsoft Dynamics GP 2013 is now available! TMC is thrilled to announce that Microsoft Dynamics GP 2013 is now ready for purchase and/or upgrade.

This landmark release offers SMB organizations unprecedented choice in how the product is deployed, accessed and used, so your customers can get the information they need, when they need it, and on the device of their choice. Microsoft Dynamics GP 2013 is all about the power of choice – enabling flexible options around deployment, access, and use that facilitate new opportunities and promote empowerment, rather than imposing limitations.

GP 2013 is a fantastic release that offers huge value to all customers. For example, simpler, faster, lower-risk deployments with RapidStart Services; an innovative new Web client and improved “hostability”; rich interoperability with other Microsoft technologies such as Office 365; and more than 125 new feature enhancements.

Microsoft Dynamics GP 2013 will not only transform how your company and team work, but will increase productivity, with compelling new application functionality giving you the ability to access the Business Analyzer from your home page, prepay purchase orders, drop-ship serialized items, track and report get rich context on each transaction with document attach, and more!

Key enhancement areas for GP 2013 include the following:

• Choice in how the product is deployed, as well as how people access and use it. Customers can access Microsoft Dynamics GP through a rich and innovative new Web client so they can get to the information they need when they need it and on the device of their choice. Improved “hostability” features include a new hosting management console for cloud deployments to streamline deploying and managing Microsoft Dynamics GP in the cloud.

• Faster, lower-risk deployment with new RapidStart tools that can significantly reduce the time and effort required to configure Microsoft Dynamics GP for each customer’s specific needs.

• Improved productivity through enhanced ease of use throughout the product, as well as deeper interoperability with Microsoft Outlook, Office 365 and other Microsoft technologies.

•  Transform the way your people work by putting timely information and easy-to-use tools in their hands when they need them, no matter their location.

•  Connect the people inside and outside your organization and give them insight and context to drive better decisions and boost productivity.

•  Streamline systems, so that your IT team can think about ways to support growth instead of maintaining software.

•  Improve your margins and enhance the bottom line, generating cash to fund growth.

GP 2013’s customers access and use the solution is now a matter of their preference and their convenience. Customers can access Microsoft Dynamics GP 2013 through a rich and innovative new Web client. This enables all of your employees easy access to Microsoft Dynamics GP with the new web client, so they can connect and contribute wherever they are, from their PC or mobile device.That sort of flexibility boosts not only productivity at the workplace, but also allows for innovation and inspiration wherever they are.

Customer choice also applies to deployment. A customer can choose to deploy on premises, hosted by a partner in the cloud, or a combination of the two that makes the most sense for their business and budget. For example, a customer could choose to retain their core financials at their business location, but use Email, Exchange and Excel in the cloud. It’s their choice. In addition, improved “hostability” features, including multitenant databases and a new hosting management console, will help ensure streamlined cloud deployments.

Whichever type of deployment method is chosen, this release offers a faster implementation with new RapidStart Services that use a simple, standardized process to help get customer solutions up and running not in weeks or months like other solutions, but in days.  In addition to significantly reducing the time and effort required to configure a solution for each customer’s specific needs, RapidStart Services can also reduce the down-time and business risk associated with implementation of a new solution, and help limit costly consulting hours.

TMC’s customers will benefit from a simple, intuitive experience and more than 125 new features and capability enhancements to the solution’s comprehensive business management functionality. These enhancements optimize daily operational and financial processes, improve collaboration, BI and reporting, and deepen interoperability with other Microsoft products and technologies, such as Microsoft Office and Office 365.

Initial feedback from our early adopter customers already has been extremely positive. Microsoft Dynamics GP 2013 offers unprecedented choice in how and where the product is accessed and used, enables fast, flexible deployments, and delivers comprehensive capabilities that work like and with the solutions you already use in your business every day. It offers a rare combination of simplicity, choice and power that will drive long-term value for SMB customers.

You can scramble to keep up with these changes or you can take control and by delivering a comprehensive vision and solution for your business. Consistent product releases, which are cost effective to deploy and easy to implement at your pace, help you transform your business.

The release is available for English speaking countries. French Canadian and LATAM Spanish versions are planned to be available in H1 of CY 2013.

Read the full press release here!

To inquire about purchasing GP 2013 or upgrading your current Dynamics GP version to GP 2013, call TMC at 310-559-3982 or email Pat Quimby to receive a free quote for your company


Microsoft Dynamics GP 2013 Upgrade Tips

Preparing for a Microsoft Dynamics GP 2013 Upgrade

If you are already planning of upgrading your Microsoft Dynamics GP 2010 system to Microsoft Dynamics GP 2013, know to be successful it first starts with smart planning. And experts believe that the right preparation will usually include creating the right team, potential hardware investments, and an education and adoption plan to make sense of it all.

A good starting point is to determine if you have an in house employee/employees to complete the upgrade or if you need to hire a consultant. Be aware that an outside consultant can add additional costs to the project, but they often have knowledge and expertise that in-house employees don’t have. They can also speed up the process as that will be their only focus, whereas your in house employee will surely have other tasks that they will need to complete while attempting to do an upgrade at the same time. Make sure you do your homework before choosing which path you will take.

The technology assessment of an upgrade plan should address issues such as potentially higher technology requirements for the new Dynamics GP 2013 upgrade. You should ask questions like: Is your current hardware suitable, or will new hardware need to be purchased? Do business requirements necessitate some infrastructure design changes, such as a thin client deployment? Should hosting or virtualization be considered?

Dynamics GP 2013 introduces a web client that eliminates the need for installing the full GP client on workstations and can also eliminate the need for remote desktop or Citrix servers, but it does require a dedicated server to host and manage user sessions. Customers should assess whether this change in technology is of benefit to their business or not.

A Dynamics GP 2013 upgrade also presents a valuable opportunity to review the features and modules used in GP, and to determine if you need additional features or training. Occasionally, certain products and features are replaced by newer products, and you need to prepare for these changes. Customers need to address this change in a considerate way so there is no disruption to their financial reporting capabilities. There may also be third party modules or even custom code that will need to be upgraded, and vendors should be contacted for the appropriate software and upgrade instructions.

Finally, it’s important to produce documentation that details the new configuration of the Dynamics GP application and its environment, procedures for disaster recovery and support, and any relevant changes that were made to the software as part of the upgrade.

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