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Training Course Outline

IT Vendor Courses   Microsoft Great Plains Training Courses

M8811: Foundation I in Microsoft DynamicsA GP 10.0

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Course Duration: 1 day

Course Code: M8811

Course Description:

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.

Course Objectives

- Use basic elements such as lookup windows, browse buttons and zooms to access data in Microsoft Dynamics GP
- Enter record and window level notes
- 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
- Customize system and company setup procedures using the Setup Checklist
- Assign and track the completion of setup tasks 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
- 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
- Use the SQL backup system to back up a company database

Who Should Attend

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.

Prerequisites:

Before attending this course, students must have:

- General knowledge of Microsoft Windows
- Basic knowledge of accounting principles

Relevant Certifications:

Microsoft Certified Business Management Solutions Specialist: For Dynamics GP

Microsoft Certified Business Management Solutions Professional: For Dynamics GP

This course includes the following modules:

Agile Development

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

SmartList, Reports and Inquiries

• SmartList Objects
• Creating SmartList Favorites
• Report Options
• Printing Reports
• Report Groups
• Excel Reports
• Named Printers
• Process Monito
• SmartList (Lab)
• Report Options and Groups (Lab)

System and Posting Setup

• Registration
• Security Tasks
• Security Roles
• User Setup
• User Security
• User Classes
• Posting Setup
• Posting Accounts Setup
• Source Documents
• Audit Trail Codes
• Tracing Transactions
• Security Tasks (Lab)
• Security Roles (Lab)
• Assigning Security Roles to Users (Lab)
• Modify Posting Settings (Lab)

Company Setup Procedures

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

Customization and Utilities

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

To make an enquiry for this course to be run ONSITE at your location, click here or call Sales on +44 (0) 20 7620 0033.

Perpetual Solutions are a global provider of onsite training solutions throughout London, UK and the rest of the world. For scheduled training our UK partner network provides an unrivalled choice of courses.

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