Microsoft Dynamics GP Techniques
4.2 (13 ratings)
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Microsoft Dynamics GP Techniques

Watch and learn techniques to master Microsoft Dynamics GP; improve know-how and maximize your performance
4.2 (13 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
137 students enrolled
Created by Packt Publishing
Last updated 1/2015
English
Curiosity Sale
Current price: $10 Original price: $85 Discount: 88% off
30-Day Money-Back Guarantee
Includes:
  • 2 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Improve logging in and get more relevant information visible in the home page with simple, user defined, customizations of the home screen.
  • Be more effective and efficient while working with data in Microsoft Dynamics GP.
  • Improve reporting out of Microsoft Dynamics GP using standard reports, SSRS and more.
  • Keep data tidy and correct problems across GL and POP.
  • Speed up data entry and reduce entry errors in GL, across other modules, as well as in Distributions series such as POP and SOP.
  • Simplify interactions with an underlying SQL database.
  • Improve performance and maintainability of Microsoft Dynamics GP.
  • Get to grips with Professional Services Tools Library (PSTL) functions and learn how to use them in order to clean up your system.
View Curriculum
Requirements
  • This online learning course assumes that you have a basic understanding of Microsoft Dynamics GP or similar systems and some knowledge of Microsoft SQL Server.
Description

Microsoft Dynamics GP Techniques presents a series of step-by-step video guides showing you how to get the most out of Microsoft Dynamics GP. System administrators and end users alike will learn how to leverage its abilities to help make smarter decisions by using some overlooked and little know features; giving them better awareness and control over what’s going on in their business.

Microsoft Dynamics GP Techniques presents a series of clear, concise videos which outline how to get the most out of your system. Starting with logging in and customizing the home page, you will learn how to inquire and report more effectively, how to fix data entry problems, speed up data entry while also reducing data entry errors, improve system maintenance, as well as learn how to install and use the Professional Services Tools Library (PSTL) to copy and alter data.

About the Author

Ian Grieve is a Microsoft Dynamics GP and CRM certified consultant, specializing in the delivery of Microsoft Dynamics GP and CRM projects. He is a senior consultant at Perfect Image Ltd., a Microsoft Partner and VAR in the North East of England. Ian has been working with Microsoft Dynamics GP since 2003. He has dealt with all aspects of the product life cycle from presales, to implementation, to technical and functional training, to post go-live support and subsequent upgrades, and process reviews. Alongside his work with Microsoft Dynamics GP, in recent years he has fulfilled a similar role dealing with Microsoft Dynamics CRM, with special emphasis on project delivery and the training of end users on the management of sales, marketing, and services.

Who is the target audience?
  • Dynamics GP users or Dynamics GP partners primarily focused on delivering time-proven application optimizations.
  • Follow carefully organized sequences of instructions that outline how to leverage the power of Dynamics GP in simple and easy to understand examples, helping to improve your ability to work.
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Curriculum For This Course
40 Lectures
02:02:40
+
Logging In and User Customization
5 Lectures 15:19

How to enable Remember User and Company

Logging In: Remembering User and Company
03:40

How to customize the Home page

Customizing the Homepage
04:14

Enable Visual Cues for Home page Reminders

Visual Cues for Reminders
02:04

How to create shortcuts on the Home page Navigation Pane to GP Windows, SmartLists, External Applications and Web Sites

Creating shortcuts to Windows, SmartLists, External Applications and Web Sites
02:33

Commonly used User Preferences to improve usability

User Preferences
02:48
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Enquiring & SmartLists
5 Lectures 15:55

Use Account Rollup Enquiry to quickly access information

Account Rollup Enquiry
03:12

How to use SmartList for self-service reporting

Using SmartList
04:15

How to use undocumented SmartList search

Undocumented SmartList Search
02:28

How to produce mail merge letters

Letter Writing Assistant
02:36

How to use Navigation Lists

Using Navigation Lists
03:24
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Reporting
4 Lectures 12:57

How to create Report Options and compile Reporting Groups

Using Standard Reports and Reporting Groups
03:26

How to manage reporting using My Reports to group together your commonly used reports

Managing Reports with My Reports
02:15

How to deploy and run the free Microsoft supplied SSRS and Excel reports

SSRS and Excel Reports
04:03

Outlines how to use the Reconcile to GL routine

Using the Financial Routine, Reconcile to GL
03:13
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Keeping Data Tidy
5 Lectures 13:25

Correcting entries can be made simple through the use of Correcting Journals

Correcting GL Posting Errors
02:37

Outlines how to make sure Purchase Orders are closed correctly to allow reporting on vendor performance

Making Sure Purchase Orders Are Closed
02:29

Budget Passwords can be set to limit access to particular budgets on the system and restrict which users can amend a particular budget

Increasing Security with Budget Passwords
02:48

Correcting entries can be made simple through the use of Correcting Journals

Correcting GL Posting Errors
03:29

Outlines how to make sure Purchase Orders are closed correctly to allow reporting on vendor performance

Making Sure Purchase Orders Are Closed
02:02
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Speeding Data Entry and Reducing Entry Errors
5 Lectures 16:47

Using Window Notes for instructions and Record Notes for storing additional information

Preview 04:14

Using Named Comments to apply standard comments to Sales Ordrs and Unnamed comments for custom information

Preview 02:55

Use Quick or Recurring Journals to speed up data entry

Preview 04:17

Gain control of Budgetting by distributing sets of accounts to budget holders then combine together

Preview 02:47

Changes to the chart of accounts can easily be made using Mass Modify

Preview 02:34
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Speeding Data Entry and Reducing Entry Errors 2
4 Lectures 11:30

Save time entering repeat Purcahse Orders or Sales Orders by copying previously entered ones

Copy Purchase and Sales Orders
03:30

How to transfer Sales Orders to Invoices en masse

Transferring Multiple Sales Orders to Invoice
02:27

Purchase Orders for out of stock products can be committed to Sales Orders for fulfilliment on receiving

Adding Sales Commitments to Purchase Orders
03:07

How to prevent the sale of Discontinued Items

Preventing The Sale of Discontinued Items
02:26
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System Maintenance
7 Lectures 21:20

Resolve transaction or balance problems using Check Links and Reconcile

Resolving Problems Using Check Links and Reconcile
03:22

Backup Company databases from within Microsoft Dynamics GP

Backing Up Databases
02:42

Use a DNS CNAME Alias in the Microsoft Dynamics GP ODBC Connection

ODBC and CNAME Aliases
02:44

How to reset a lost DYNSA password or System Password

Resetting Lost DYNSA and System Passwords
02:48

How to schedule a regular backup of the Live Company to Test and run all relevant scripts

Backup Live Company to Test On A Schedule Using SQL Server Agent
04:31

How to minimise the updating of Modified Reports or Forms on clients

Maintaining Dictionaries
03:23

How to keep all clients up to date with the latest service packs, hot fixes and Dexterity dictionaries

Using Client Updates
01:50
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Professional Services Tools Library
5 Lectures 15:27

A guide on the process of installing the Professional Services Tools Library (a free add-on from Microsoft)

Installing the Professional Services Tools Library
04:00

How to use Database Disabler

PSTL: How to Use the Database Disabler
01:34

Company Copy allows setup and Cards information to be copied from one company to another newly created one

PSTL: Copying Data to a New Company
03:02

Master Triggers allow new Accounts, Vendors or Cutomers to be created in one company and automatically replicated into other companies

PSTL: Using Master Triggers to keep Companies Synchronised
03:31

Combiner allows Customers, Territories, Salespeople, Vendors, Accounts, Items and Sites to be combined together

PSTL: Using Combiner PSTL
03:20
About the Instructor
Packt Publishing
3.9 Average rating
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51,902 Students
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Tech Knowledge in Motion

Packt has been committed to developer learning since 2004. A lot has changed in software since then - but Packt has remained responsive to these changes, continuing to look forward at the trends and tools defining the way we work and live. And how to put them to work.

With an extensive library of content - more than 4000 books and video courses -Packt's mission is to help developers stay relevant in a rapidly changing world. From new web frameworks and programming languages, to cutting edge data analytics, and DevOps, Packt takes software professionals in every field to what's important to them now.

From skills that will help you to develop and future proof your career to immediate solutions to every day tech challenges, Packt is a go-to resource to make you a better, smarter developer.

Packt Udemy courses continue this tradition, bringing you comprehensive yet concise video courses straight from the experts.