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Upgrade Questionnaire for Microsoft Dynamics® GP 9.0 or 10.0 (Great Plains)

Please fill out the below Questionnaire so that we may facilitate your 9.0 or 10.0 upgrade. IMPORTANT: When you submit this questionnaire on-line, please attach a copy of the Dynamics.set file located in the install directory of Microsoft Dynamics GP (Please get this from a power user's machine) and email it to  dvalade@firsttechdirect.com.

Name
Title
Company
Address
E-mail
Phone
Fax
What is your time frame for upgrading to Microsoft Dynamics GP?  
Current Microsoft Dynamics GP Version you are currently using?

(Look in the lower left hand corner of the sign on screen where you enter your user name)

 

 

 

Current Database: SQL 2000

(Example:  MS SQL Server 2000)

Proposed Upgrade Version

(GP 9.0 or GP 10.0)

 
Proposed Database:

(Example:  SQL 2000:

 

If the proposed database is SQL 2005, do you want to turn on the ability to use the Domain Password Policy for  the Microsoft Dynamics GP users?

(This allows for requiring strong passwords and periodic password changes.)

 

  Yes    No

 

 

Do you want SQL Reporting Services installed?   Yes    No

 

 

Window version of server where Microsoft Dynamics GP will be installed?

 

How many workstations need to have Microsoft Dynamics GP installed?

 

What operating system are the workstations running?

 

Any registered modules?  

(You can view this by going to Help- About and select the Options button to find the list of modules with a checkmark indicating the ones you own.)

 

Number of Companies in Microsoft Dynamics GP?

 

 

How many custom reports do you have? 

(You can determine custom reports by going to Tools - Customization - Customization Maintenance if it is listed it as custom)

 

How many customer forms do you have?

 

 

How large are the databases?
How many years of data are in the system?

 

Do you own and use any third party components with Dynamics GP? (Mekorma MICR, vSync, Extender, etc)  If yes, please list

 

 Yes    No

 

Are you integrating data into another system or into Dynamics GP?    Yes    No
If so, please explain"  

 

What day of the week would you like to upgrade your system? 

(Typically Monday through Friday; however, arrangements for a weekend are possible - additional costs maybe incurred) 

 

IMPORTANT: When you submit this questionnaire on-line, please attach a copy of the Dynamics.set file located in the install directory of Dynamics GP (Please get this from a power user's machine) and email it to  dvalade@firsttechdirect.com.

 

Are you using Business Portal?

(Business Portal is required to be upgrade at the same time)

 

   Yes    No

 

 

Are you running Microsoft Office Sharepoint Server (MOSS) 2007?

 

   Yes    No

 

If you are running MOSS, additional functionality can be installed into Microsoft Dynamics GP, but we will need to handle as a separate project and not part of the upgrade.  Are you interested in having a quote for the Microsoft Dynamics GP additional features?

 

   Yes    No

 

 

 

 

 

If you are NOT running MOSS, would you like a quote to have MOSS 2007 installed and the additional Microsoft Dynamics GP features added?

 

   Yes    No
Any Questions or Comments  

  

 

 

 

 

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Last modified: December 01, 2008