Learning Microsoft Dynamics GP

Learn to use Dynamics GP, the back-office finance and accounting ERP software from Microsoft.

Learn to use Dynamics GP, the back-office finance and accounting ERP software from Microsoft. In this course, Renato Bellu, Dynamics GP expert and the author of Microsoft Dynamics GP for Dummies, shows how to get the most out of Dynamics GP, including entering and posting transactions, running aging reports, working with budgets, extracting data, building reports, and processing extra data with ad hoc queries. Along the way, he shows how to avoid common pitfalls and provides insider tips to help you work faster and more efficiently in Dynamics GP. Aimed at a wide audience of users, this course works with whatever version of Dynamics GP you are running and whatever modules you happen to be using. It covers features that affect all modules and is applicable to early versions as well as the latest version (2016 R2).

Introduction

• Welcome

1. Introducing Dynamics GP

• Navigating within Dynamics GP
• Recent software updates
• Understanding common controls
• Building SmartLists
• Saving your report options
• Taking the mystery out of the account format
• Gaining control: Grasping the all-important Posting Setup window

2. What's New in Dynamics GP 2016?

• Design better reports with SmartList Designer
• Gain a bird's eye view with the All-in-One View
• Capture exceptions during budget imports
• Export numbers from the SmartList to Excel
• Attach multiple documents
• Manage payroll posting accounts more easily
• Enabling lump sum deposit in bank reconciliation

3. Handling Typical Transactions and Reports

• Entering a journal entry in the general ledger
• Running the general ledger trial balance
• Entering an accounts payable voucher
• Running the accounts payable aging report
• Entering an accounts receivable transaction
• Running the accounts receivable aging report
• Entering an inventory adjustment
• Running the inventory stock status report
• Entering bank transactions
• Running the bank reconciliation

4. Taking Advantage of Tips and Tricks

• Avoiding the common Dynamics GP quirks
• Harnessing the power of recurring batches
• Cleaning up the homepage
• Learning the secret of user preferences

5. Tackling the Technical Stuff

• Creating new companies
• Closing the year
• Uploading budgets
• Managing report dictionaries
• Modifying built-in reports with Report Writer
• Merging accounts, customers, and vendors
• Understanding classes

6. Mastering Sales Order Processing and Inventory Control

• Knowing your document types
• Knowing your item types
• Taking control of your price lists
• Allocating items
• Billing your customers

7. Data Integration in Dynamics GP 2016

• Understand the advantages of Integration Manager
• Build Integration Manager routines
• Discover the power of Integration Manager scripts
• Get to Know the GP data model (tables and fields)

8. User Security in Dynamics GP 2016

• Get a bird's eye view of GP security
• Create security tasks
• Define security roles
• Understand the relationship between tasks and roles
• Take control of the Alternate/Modified Forms and Reports feature

Conclusion

• Next steps