Description:
About this Course
This one-day course explores the
basic elements of Microsoft Dynamics GP. Topics covered during this session
include system and company setup procedures, how to use reports and inquiries,
how to use SmartList to expand inquiry and analysis capabilities and tips for
the user to personalize Microsoft Dynamics GP to streamline business
practices.
Audience Profile
Customers and partners
wanting to learn the basic features and elements required to effectively use
Microsoft Dynamics GP. The class is targeted toward data entry clerks,
administrators; office managers, CEOs, and consultants who need to understand
the technical aspects of Microsoft Dynamics GP and gain basic general knowledge
of the application functionality.
At Course
Completion
After completing this course, students should be
able to:
•Use basic elements such as lookup windows, browse buttons
and zooms to access data in Microsoft Dynamics GP
•Enter record and window
level notes and attach OLE notes
•Use SmartList to export data to Microsoft
Word or Microsoft Excel for further analysis
•Use the Posting Setup options
to define posting processes
•Set up the system to use Word
Templates
•Customize system and company setup procedures using the Setup
Checklist
•Set up fiscal periods, account formats, credit cards and payment
terms
•Use inquiries and reports to get at the information needed in the
application
•Customize Microsoft Dynamics GP toolbars, home pages and display
settings
•Describe the benefits of using Business Alerts and Process
Servers
•View and use resource descriptions for tables and fields in
Microsoft Dynamics GP
Syllabus:
Course Outline
Module 1: Overview and Basic
Elements
This module introduces the Dynamics GP series and
integration concepts. This module also introduces many of the basic elements
that are used throughout Microsoft Dynamics GP. The main window of the
application is discussed along with logging on to Dynamics, and common window
functions and objects in Microsoft Dynamics GP are identified and
explained.
Lessons
•Series and Integration
(Introduction)
•Basic Elements
•Using Notes
•User Preferences
•Navigation Pane
•Home Pages
•Help and Other
Documentation
After completing this module, students will be able
to:
•Identify the series in Microsoft Dynamics GP
•Understand
basic integration in Microsoft Dynamics GP
•Identify the different parts of
the main window
•Use and understand basic elements such as browse buttons,
lookup windows and zooms to access and view data in the application
•Use
tasks and reminders to help manage the Microsoft Dynamics GP
system
•Customize the way information is retrieved in the
application.
•Set user preferences and use notes to attach important
information
•Access help topics using the online documentation
•Use the
Navigation Pane to maximize efficiency when using Microsoft Dynamics
•Set up
home pages and understand general navigation options in the
application
Module 2: SmartList, Reports and Inquiries
This module discusses SmartList, an inquiry tool that can be used
to access data. It also discusses reporting and inquiry capabilities and the use
of Microsoft Word templates to generate common documents.
Lessons
•SmartLists
•Microsoft Word Templates
•Report Options and
Printing
•Report Groups
•Report List and My Reports
•Excel Reports
•Inquiries, Named Printers and Process Monitor
After completing
this module, students will be able to:
•Gain access to a large
variety of information in the system using SmartList
•Create and save views
of their data using SmartList features
•Export data to Microsoft Excel or
Microsoft Word from SmartList
•Set up and create Microsoft Word
templates
•Create and save report options
•Export reports in a variety of
formats
•Organize reports into groups for easy access
•Assign applications
to specific printers
Module 3: System and Posting Setup
In this module, some basic system setups are discussed along with
information about the different ways to post transactions in Microsoft Dynamics
GP. System setups discussed include security, users and user classes. Posting
Setup is discussed along with related topics such as audit trails and source
documents.
Lessons
•System Setup
•Posting Setup
•Posting Accounts and Audit Trails
After completing this module,
students will be able to:
•Understand the security options in
Microsoft Dynamics GP
•Set up security tasks and roles and assign security
access to users
•Set up users and user classes in Microsoft Dynamics
GP
•Complete Posting Setup for transaction origins in Microsoft Dynamics
GP
•Set up default posting accounts to be used by Microsoft Dynamics
GP
•Use audit trail codes and source documents to trace transactions in the
system
Module 4: Company Setup Procedures
This module
examines how to set up companies in Microsoft Dynamics GP and then define
options specific to each company. The company setup windows are used to define
company parameters such as company information, Internet information, fiscal
periods, account format, credit cards, shipping methods, payment terms and
custom links.
Lessons
•Creating Companies
•Accessing Companies
•Setup Checklist
•Account Format
•Fiscal
Periods
•Company Information and Setup Options
•Shipping Methods
•Payment Terms
•Credit Cards
•Other Company Setups
•Internet
Information
•E-Mailing Documents
•Unified Communications
•Tax Setup
•Tax Calculations in Receivables and Payables
•Tax Calculations in Sales
Order Processing
After completing this module, students will be able
to:
•Set up companies in Microsoft Dynamics GP
•Use the Setup
Checklist to set up the application and to track progress
•Assign an account
format for each company
•Specify company-wide settings, such as fiscal
periods, shipping methods, credit cards, payment terms and create Custom
Links
•Create Tax Details and Tax Schedules
•Understand the basic concepts
about how taxes are calculated in Microsoft Dynamics GP
Module 5:
Customization and Utilities
The focus of this module is on the ways
to customize a number of elements in the Microsoft Dynamics GP system to
specific needs, enabling work to be completed more efficiently. Additionally,
resource information on tables and fields are discussed and some miscellaneous
system utilities are also a focus of this module.
Lessons
•Series Checklists
•Customizing Toolbars
•Activity Tracking
•Process Server Overview
•Other Customization Options
•Removing
Security Setup Records
•Installation and Customization
•Table
Information and Maintenance
•Backups
After completing this
chapter, students will be able to:
•Use series checklists to
complete tasks
•Customize toolbars
•Automate keystrokes using
macros
Use resource descriptions to locate field, table and window
information