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Introduction to Microsoft Dynamics GP - 80571

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Fee:  $595

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Introduction to Microsoft Dynamics GP - 80571 Course Outline

Version Details
This course is designed for customers who are interested in learning Microsoft Dynamics GP 2018. It covers not only features in Dynamics GP 2018, but also the important capabilities of Dynamics GP in general.

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
This course is intended for 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 basic technical aspects of Microsoft Dynamics GP and gain some basic general knowledge of the application's functionality.

Before attending this course, students must have:
General experience using Microsoft Windows
Basic understanding of accounting principles

At Course Completion
After completing this course, students will 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 to records.
Use SmartList to export data to Microsoft Word or Microsoft Excel for further analysis.
Use the Posting Setup options to define posting processes.
Identify what is required 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 that is needed from Microsoft Dynamics GP.
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.

Course Outline

Module 1: Overview and Basic Elements
This module 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 many common window functions and objects in Microsoft Dynamics GP are identified and explained.
Basic Elements
Using Notes
User Preferences
Navigation Pane
Home Pages
Help and Other Documentation
Lab : Advanced Lookups
Lab : OLE Notes
Lab : User Preferences

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.
Microsoft Word Templates
Report Options and Printing
Report Groups
Report List and My Reports
Excel Reports
Inquiries, Named Printers and Process Monitor
Lab : SmartList
Lab : Report Options and Groups

Module 3: System and Posting Setup
This module explains some basic system setups 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.
System Setup
Posting Methods and Setup Options
Posting Accounts and Audit Trails
Lab : Security Tasks
Lab : Security Roles
Lab : Assigning Security Roles to Users
Lab : Modifying Posting Settings

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.
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
Emailing Documents
Unified Communications
Tax Setup
Tax Calculations in Receivables and Payables
Tax Calculations in Sales Order Processing
Lab : Create a New Company
Lab : Account Format
Lab : Defining Fiscal Periods
Lab : Entering Company Information
Lab : Set Up Shipping Methods
Lab : Set Up Payment Terms
Lab : Set Up Custom Links
Lab : Set Up a New Tax

Module 5: Customization and Utilities
This module explains the ways to customize a number of elements in the Microsoft Dynamics GP system to individual needs, enabling work to be completed more efficiently. Additionally, resource information on tables and fields are discussed and some other miscellaneous system utilities are also a focus in this module.
Series Checklists
Customizing Toolbars
Activity Tracking
Process Server Overview
Other Customization Options
Removing Security Setup Records
Installation and Customization
Table Information and Maintenance
Lab : Checklists
Lab : Toolbars
View outline in Word


Attend hands-on, instructor-led Introduction to Microsoft Dynamics GP - 80571 training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Dynamics Courses and select the one that's right for you.


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