Name
Title
Company
Address
E-mail
Phone
Fax
What is your time frame for
upgrading to Microsoft Dynamics GP?
November 2007
December 2007
January 2008
February 2008
March 2008
April 2008
May 2008
June 2008
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)
Microsoft Dynamics GP 9.0
Microsoft Dynamics GP 10.0
Do Not Know, Please call
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