Foundation I in Microsoft Dynamics

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About this class

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

Who will the lesson benefit?

Customers wanting to learn the basic features and elements required to effectively use each Microsoft Dynamics GP module. 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 Foundation and gain basic general knowledge of the application functionality.

Contents of this class

Chapter 1: Overview and Basic Elements

This chapter introduces the the series and the integration concepts. This chapter also introduces many of the basic elements used throughout Microsoft Dynamics GP. The main window of the application is discussed, and common window functions and objects in Microsoft Dynamics GP are identified and explained.

Main Topics

• Microsoft Dynamics GP Series
• Integration
• Address Bar
• Main Toolbar
• Menus
• Advanced Lookups
• Window Components
• Notes
• User Preferences
• Tasks & Reminders
• Navigation Pane
• Home Pages
• Help

Labs

• Advanced Lookups
• OLE Note
• User Preferences

After completing this chapter, students should 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

Chapter 2: SmartList, Reports and Inquiries

This chapter discusses SmartList, an inquiry tool that can be used to access data. SmartList uses sets of predefined search criteria or "objects." Users can create an unlimited number of searches or "views" and save them as "Favorites" in the system. The Process Monitor and the concept of Named Printers is discussed and introduced in this chapter. Creating Report Options and using Report Lists and Inquiries are also a focus of this chapter.

Main Topics

• SmartList Objects
• Creating SmartList Favorites
• Report Options
• Printing Reports
• Report Groups
• Excel Reports
• Named Printers
• Process Monitor

Labs

• SmartList
• Report Options and Groups

After completing this chapter, students should be able to:

• Gain instant access to a large variety of information in the system using SmartList.
• Create and save views of their data.
• Export data to Microsoft Excel or Microsoft Word from SmartList.
• Create and save report options.
• Export reports in a variety of formats.
• Organize reports into groups for easy access.
• Assign applications to specific printers.
• View background processes on their local workstation or at the server level.

Chapter 3: System and Posting Setup

In this chapter, 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.

Main Topics

• Registration
• Security Tasks
• Security Roles
• User Setup
• User Security
• User Classes
• Posting Setup
• Posting Accounts Setup
• Source Documents
• Audit Trail Codes
• Tracing Transactions

Labs

• Security Tasks
• Security Roles
• Assigning Security Roles to Users
• Modify Posting Settings

After completing this chapter, students should be able to:

• Set up security tasks and roles.
• Set up users and user classes.
• Assign security roles to users.
• Complete Posting Setup for transaction origins in Microsoft Dynamics GP.
• Set up default posting accounts to be used by Microsoft Dynamics GP modules.
• Use audit trail codes and source documents to trace transactions in the system.

Chapter 4: Company Setup Procedures

This chapter 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. This chapter looks at the company reports that are available to create a permanent record of the settings that are used when the company is set up.

Main Topics

• Creating Companies
• Setup Checklist
• Account Format
• Fiscal Periods
• Company Information
• Internet Information
• Shipping Methods
• Payment Terms
• Credit Cards
• Custom Links
• Other Company Setups
• Taxes

Labs

• 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 chapter, students should be able to:

• Set up companies in Microsoft Dynamics GP.
• Assign an account format for each company.
• Specify company-wide settings, such as fiscal periods, shipping methods, credit cards, payment terms and Custom Links.
• Create Tax Details and Tax Schedules.
• Understand how taxes are calculated in Microsoft Dynamics GP.

Chapter 5: Customization and Utilities

The focus of this chapter 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 chapter.

Main Topics

• Series Checklists
• Customizing Toolbars
• Activity Tracking
• Process Server
• Macros
• Installation Customization Options
• Table, Field and Window Information
• Backups

Labs

• Checklists
• Toolbars

After completing this chapter, students should 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

Foundation I in Microsoft Dynamics / M8811

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