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Introduction to Microsoft Dynamics® GP 2013 (80571A)

Description

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.


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.


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.

Curriculum

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


Labs

  • Advanced Lookups
  • OLE Notes
  • 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


Labs

  • SmartList
  • 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


Labs

  • Security Tasks
  • Security Roles
  • Assigning Security Roles to Users
  • 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


Labs

  • Create a New Company
  • Account Format
  • Defining Fiscal Periods
  • Entering Company Information
  • Set Up Shipping Methods
  • Set Up Payment Terms
  • Set Up Custom Links
  • 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.

 

What's included?
 

  • Authorized Courseware
  • Intensive Hands on Skills Development with an Experienced Subject Matter Expert
  • Hands on practice on real Servers and extended lab support 1.800.482.3172
  • Examination Vouchers  & Onsite Certification Testing- (excluding 1-day Adobe, 1-day MS Office and PMP Boot Camps) 
  • Academy Code of Honor: Test Pass Guarantee
  • Optional: Package for Hotel Accommodations, Lunch and Transportation

Training Formats

With several convenient training delivery methods offered, The Academy makes getting the training you need easy. Whether you prefer to learn in a classroom or an online live learning virtual environment, training videos hosted online, and private group classes hosted at your site. We offer expert instruction to individuals, government agencies, non-profits, and corporations. Our live classes, on-sites, and online training videos all feature certified instructors who teach a detailed curriculum and share their expertise and insights with trainees. No matter how you prefer to receive the training, you can count on The Academy for an engaging and effective learning experience.

Methods

Instructor Led (the best training format we offer)
Live Online Classroom – Online Instructor Led
Self-Paced Video

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