Introduction to Microsoft Dynamics GP 2013 Training Course

Course 80571
1 Day

Instructor-Led Live: $695
Instructor-Led Remote: $495 - Learn more

Course Overview
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
Course 80571: Introduction to Microsoft Dynamics GP 2013 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.

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.
Lessons

Basic Elements
Using Notes
User Preferences
Navigation Pane
Home Pages
Help and Other Documentation

Lab : Advanced Lookups
Lab : OLE Notes
Lab : User Preferences
After completing this module, students will be able to:

Understand the basic design and 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 window and record information.
Access help topics using the online documentation.
Use the Navigation Pane to maximize efficiency when using Microsoft Dynamics GP.
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

Lab : SmartList
Lab : Report Options and Groups
After completing this module, students will be able to:

Gain search and reporting access to a large variety of information in the system using SmartList.
Create and save views of your 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 file formats.
Organize reports into groups for better access when printing reports.
Understand how Named Printers works in Microsoft Dynamics GP.

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.
Lessons

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
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 options 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
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
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 of setups.
Assign an account format for a company.
Specify company-wide settings, such as fiscal periods, shipping methods, credit cards, payment terms and create custom links.
Create Tax Details and Tax Schedule in Microsoft Dynamics GP.
Understand the basic concepts about how taxes are calculated in Microsoft Dynamics GP.

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.
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

Lab : Checklists
Lab : Toolbars
After completing this module, students will be able to:

Use series checklists to complete tasks.
Customize toolbars to match a user's preference.
Use keystrokes to automate repetitive tasks using macros.
Use resource descriptions to locate field, table and window information.

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Introduction to Microsoft Dynamics GP 2013 Training Course

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Course 80571
1 Day