This Microsoft Dynamics GP Foundation training class 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, business alerts, process server and tips for the user to personalize shortcuts and checklists to streamline business practices.

Class Goals

Learn to use basic elements such as lookup windows, browse buttons and zooms to access data in Microsoft Dynamics GP.
Learn to enter record and window level notes.
Learn to attach OLE Notes.
Learn to use SmartList to export data to Microsoft Word or Microsoft Excel for further analysis.
Learn to use the Posting Setup options to define posting processes.
Learn to customize system and company setup procedures using the Setup Checklist.
Learn to assign and track the completion of setup tasks using the Setup Checklist.
Learn to set up fiscal periods, account formats, credit cards and payment terms.
Learn to use inquiries and reports to get at the information needed.
Learn to customize Microsoft Dynamics GP toolbars, home pages and display settings.
Learn to describe the benefits of using Business Alerts and Process Servers.
Learn to view and use resource descriptions for tables and fields in Microsoft Dynamics GP.
Learn to use the SQL backup system to back up a company database.

Class Outline

Overview and Basic Elements
1. Microsoft Dynamics GP Series
2. Integration
3. Address Bar
4. Main Toolbar
5. Menus
6. Advanced Lookups
7. Window Components
8. Notes
9. User Preferences
10. Tasks & Reminders
11. Navigation Pane
12. Home Pages
13. Help
SmartList, Reports and Inquiries
1. SmartList Objects
2. Creating SmartList Favorites
3. Report Options
4. Printing Reports
5. Report Groups
6. Excel Reports
7. Named Printers
8. Process Monitor
System and Posting Setup
1. Registration
2. Security Tasks
3. Security Roles
4. User Setup
5. User Security
6. User Classes
7. Posting Setup
8. Posting Accounts Setup
9. Source Documents
10. Audit Trail Codes
11. Tracing Transactions
Company Setup Procedures
1. Creating Companies
2. Setup Checklist
3. Account Format
4. Fiscal Periods
5. Company Information
6. Internet Information
7. Shipping Methods
8. Payment Terms
9. Credit Cards
10. Custom Links
11. Other Company Setups
12. Taxes
Customization and Utilities
1. Series Checklists
2. Customizing Toolbars
3. Activity Tracking
4. Process Server
5. Macros
6. Installation Customization Options
7. Table, Field and Window Information
8. Backups

Class Materials

All students receive a course manual or book and all the class examples.

Students in private onsite classes will also receive:

Technical Reference Library

Class Prerequisites

Experience in the following areas is required:

General knowledge of Microsoft Windows
Basic knowledge of accounting principles

Technical Requirements

Our computer technical requirements and setup process is easy, with support just a click away.

Course technical requirements and setup instructions.

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