Dynamics GP

Dynamics GP - User Interface


Description
AREAS COVERED: Step-by-step lessons that will teach you everything from logging in to setting up custom reports using SmartList! Lessons include: Home Page Setup, Tasks and Reminders, Toolbars, User Preferences, the Navigation Pane, Navigation Lists, SmartLists, Macros, and more!

INSTRUCTOR: Amber Bell from Training Dynamo.

AUDIENCE: All Microsoft Dynamics GP Users, Consultants, and Partners.

Student Access: To promote learning progression, students are given 30 days to complete this course. If more time is needed at the end of 30 days, simply reach out to us and we can extend your learning period.

Hours of recorded course content: 2:30
+plus access to bonus videos & book discounts
Expected hours to complete course: 3:00
Course Level: Basic
Delivery Method: QAS Self Study/Online eLearning
Course Administrative Policies: https://skillup.dynamicsuser.net/about-us
Content
  • WELCOME TO THE COURSE!
  • Training Goals
  • VARIATION IN VERSIONS
  • The Basics - How to Open and Log Into GP
  • Lesson 1 - Logging Into GP (04:11)
  • Home Page Features
  • Lesson 2 - Homepage Setup (05:38)
  • Lesson 3 - Homepage Shortcuts (07:24)
  • Lesson 4 - Reminders (08:24)
  • Lesson 5 - Tasks (07:00)
  • BONUS - Task Cleanup (01:49)
  • Lesson 6 - My Reports (07:31)
  • Lesson 7 - Additional Features on the Homepage (04:50)
  • Lesson 8 - Homepage PowerBI and Business Analyzer (05:15)
  • Lesson 9 - Customizing Area Page Content (02:59)
  • QUIZ - GP Home Page
  • EXERCISE - Home Page
  • Toolbar Setup
  • Lesson 10 - Toolbars (07:44)
  • Lesson 10 BONUS - Process Monitor (05:02)
  • QUIZ - Toolbars
  • EXERCISE - Toolbar
  • User Preferences and Navigation Pane Setup
  • Lesson 11 - User Preferences (11:33)
  • Lesson 12 - Navigation Pane (07:22)
  • QUIZ - User Preferences and the Navigation Pane
  • EXERCISE - User Preferences and the Navigation Pane
  • Accessing Help and GP Manuals
  • Lesson 13 - Help and Manuals (04:32)
  • QUIZ - Help Features
  • EXERCISE - Online GP Manuals
  • SmartLists vs. Navigation Lists
  • Lesson 14 - Smartlist (11:23)
  • Lesson 15 - Navigation Lists (14:43)
  • Lesson 15 BONUS - Troubleshooting Navigation Lists (03:01)
  • QUIZ - SmartLists and Navigation Lists
  • EXERCISE - SmartList
  • EXERCISE - Navigation Lists
  • Macros
  • Lesson 16 - Macros (11:43)
  • QUIZ - Macros
  • SURVEY - Macros
  • BONUS - Using Macros for Bank Transfers (05:50)
  • BONUS - Using Macros to Run Reports by Specific Dates (03:52)
  • GP WINDOW FEATURES
  • Lesson 17 - Window Features (08:20)
  • QUIZ - Notes
  • EXERCISE - Enter a Transaction Note
  • REVIEW AND ACCOMPLISHMENTS
  • SURVEY - GP Features
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever