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.