80224:Introduction to Microsoft Dynamics GP 2010 (1 Day)
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
Course Outline
Module 1: Overview and Basic Elements
Thismodule introduces the Dynamics GP series and integration concepts. Thismodule 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
Lab : Overview and Basic Elements
- Advanced Lookups
- OLE Notes
- User Preferences
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
Thismodule 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, Reports and Inquiries
- SmartList
- Report Options and Groups
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
Lab : System and Posting Setup
- 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 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
Thismodule 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
Lab : Company Setup Procedures
- Account Format
- Defining Fiscal Periods
- Entering Company Information
- Set UpShipping 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
- 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 thismodule 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
Lab : Customization and Utilities
- Checklists
- Toolbars
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