Learning Microsoft Dynamics GP

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

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