Microsoft Dynamics GP Techniques

Watch and learn techniques to master Microsoft Dynamics GP; improve know-how and maximize your performance
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  • Lectures 40
  • Length 2 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
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    Available on iOS and Android
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About This Course

Published 1/2015 English

Course 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.

What are the 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.

What am I going to get from this course?

  • 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.

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.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Logging In and User Customization

How to enable Remember User and Company


How to customize the Home page


Enable Visual Cues for Home page Reminders


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


Commonly used User Preferences to improve usability

Section 2: Enquiring & SmartLists

Use Account Rollup Enquiry to quickly access information


How to use SmartList for self-service reporting


How to use undocumented SmartList search


How to produce mail merge letters


How to use Navigation Lists

Section 3: Reporting

How to create Report Options and compile Reporting Groups


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


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


Outlines how to use the Reconcile to GL routine

Section 4: Keeping Data Tidy

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


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


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


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


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

Section 5: Speeding Data Entry and Reducing Entry Errors

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


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


Use Quick or Recurring Journals to speed up data entry


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


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

Section 6: Speeding Data Entry and Reducing Entry Errors 2

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


How to transfer Sales Orders to Invoices en masse


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


How to prevent the sale of Discontinued Items

Section 7: System Maintenance

Resolve transaction or balance problems using Check Links and Reconcile


Backup Company databases from within Microsoft Dynamics GP


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


How to reset a lost DYNSA password or System Password


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


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


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

Section 8: Professional Services Tools Library

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


How to use Database Disabler


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


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


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

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Instructor Biography

Packt Publishing, Tech Knowledge in Motion

Packt is a global company based in Birmingham, UK. Over the past twelve years Packt Publishing has developed an extensive catalogue of nearly 4000 books, ebooksvideo courses, learning paths, and blended courses aimed at keeping IT professionals ahead of the technology curve. From new takes on established technologies through to the latest guides on emerging platforms, topics and trends – Packt's focus has always been on giving our customers the working knowledge they need to get the job done. 

Have a look at some of our achievements:

Packt's eBooks and videos are free from DRM.

Packt has published nearly 4000 books and videos.

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