Tools & Resources
to Make Your
Dynamics GP Zing
February 27, 2014
Agenda
•
•
•
•

How to find training
How to find support
How to learn about your system
Quick Tips detours!
CustomerSource
Why CustomerSource?
• Learning
• Support

• Product information

http://www.microsoft.com/dynamics/customer...
CustomerSource
Learning
• User manuals
• Training manuals

• E-learning
• Classroom training

CS/ Products/ Dynamics GP/ L...
CustomerSource
Learning
User manuals

CS/ Products/ Dynamics GP/ Learning/ Documentation/ User Guides
Quick Tip Detour!

Get manuals from
inside of
Dynamics GP

GP/ Help/ Printable Manuals
CustomerSource
Learning
Training manuals

CS/ Products/ Dynamics GP/ Learning/ Student Training Materials/
Quick Tip Detour!
Training Manuals
Accolade Publications
• Closing Dynamics GP
• Creating Reports with SSRS
• Information ...
CustomerSource
Learning
eLearning

CS/ Products/ Dynamics GP/ Learning/ E-Learning/
CustomerSource
Begin Course or Download Course
CustomerSource
eLearning
Labs include a Try It
option
Bruce’s Tip Stop
My Reports

Save to My Reports to keep in a single place in Dynamics GP
CustomerSource
Learning
Classroom training

http://dynamics.unitedtraining.com/schedule.htm
CustomerSource
Learning

Not sure where to
start? Try a learning
plan.
• EL=E-Learning
• LS=Learning Snack
• TM=Training M...
CustomerSource
Support
• Microsoft plan info
• Self support
• Assisted support

CS/ Products/ Dynamics GP/ Support
CustomerSource

Registered Name

Entitled Version
Plan Info

CustomerSource Home
CustomerSource
Self Support
Tax Updates

CS/ Products/ Dynamics GP/ Downloads/ Tax & Regulatory Updates
Quick Tip Detour!

We post all
important
tax updates
to our site

http://www.verticalsol.com/GPPayrollUpdates
CustomerSource
Self Support: Knowledge Base

CS/ Products/ Dynamics GP/ Support/ Knowledge Base
CustomerSource
Self Support
Product Updates

CS/ Products/ Dynamics GP/ Support/ Service Packs/ Dynamics GP/ Version
Quick Tip Detour!
Product
Suggestions
85% of Dynamics GP
updates come from
community!

https://connect.microsoft.com/
Quick Tip Detour, Detour
Product Updates: GP 2013 R2 (next)
Quick Tip Detour, Detour
Product Updates: GP 2013 R2 (next)
Quick Tip Detour, Detour
Product Updates: GP 2013 R2 (next)
Quick Tip Detour, Detour
Product Updates: GP 2013 R2 (next)
Bruce’s Tip Stop
Date Entry

When processing multiple
transactions for a specific
date change the user date.

Date on tran...
CustomerSource
Assisted Support
•
•
•

Advantage Plus = Unlimited
Advantage = 5 incidents
Enhancement = $125 per

CS/ Prod...
Quick Tip Detour!
Vertical Solutions Support
Ticketing system automates if your
email is in our system.

• helpdesk@vertic...
Community
Community
• Forums
• Blogs
• Videos

http://community.dynamics.com
Community
Forums
Monitored by
Microsoft and
responded in 48
hours, if in support
plan.

http://community.dynamics.com
Community
Videos
Centralized
repository of
verified GP tips
and tricks

http://community.dynamics.com
Bruce’s Tip Stop
Auto Complete

Did you know that you can change the Auto Complete preferences under User
Preferences? You...
Bruce’s Tip Stop
Auto Complete II

Did you know that you can remove individual Auto Complete entries by right clicking on
...
Community
Blogs
Like videos, also
centralized repository
of verified GP
blogs, links to
complete.

http://community.dynami...
Community
Blogs
Great series!

http://community.dynamics.com
Quick Tip Detour
Vertical Solutions Blog

http://www.verticalsol.com/blog
Great Plains User Group
GPUG
•
•
•
•

Webinars
Special Interest
Training
Conferences

http://www.gpug.com
Great Plains User Group
Webinars
Live and
recorded library

http://www.gpug.com
Great Plains User Group
SIGs
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•

BI and Reporting
Builder Monday
CPM Friday
Database Administ...
Great Plains User Group
GPUG Academy
Distance Learning –
Instructor lead
sessions while sitting
at your own desk.

http://...
Great Plains User Group
Conferences
GPUG Summit
October 14-17, 2014
St Louis, MO

http://gpugsummit.com//
Bruce’s Tip Stop
Navigation Lists

Did you know that when using a Navigation List for Vendors you can generate an aging re...
Free Free Free
Professional Services Tools
Free Free Free
SmartSort
With EthoTech SmartSort, you can automatically sort
lookup information YOUR way! You’ll quickly f...
Free Free Free
Spell Check
SpellCheck from Willoware provides spellchecking on any Note, Comment, Text or
String field in ...
Free Free Free
JetExpress
From Jet Reports - users can create reports in minutes, with
no advanced programming skills requ...
Quick Tip Detour
Get the most
out of
Vertical
Solutions
LinkedIn
Connect to Vertical Solutions

http://www.linkedin.com/company/r.l.-nelson-and-associates-vertical-solutions-inc.
Questions
Contact Us

Bruce Lane
blane@verticalsol.com

Tina Featheringham
tfeatheringham@verticalsol.com
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Tools and Resources to Make Your Microsoft Dynamics GP Zing

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Are you aware of the numerous tools and resources that can enhance your productivity and enable self-sufficiency for Dynamics GP? This session will show you to ways you can become more knowledgeable about your solution.
• Find self-help tools
• Gain access to free unlimited training
• Learn from and collaborate with like minded Dynamics GP users
• Obtain knowledge of available functionality
• Have a say in future Dynamics GP features

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  • CustomerSource, Microsoft’s intranet for end users.  and the free training resources.  Training materials comprise of training manuals and the classes that I was talking about. 
  • CustomerSource, Microsoft’s intranet for end users.  and the free training resources.  Training materials comprise of training manuals and the classes that I was talking about. 
  • More conversational, quizzes and exercises included.
  • More conversational, quizzes and exercises included.
  • More conversational, quizzes and exercises included.
  • Includes labs with real world situations and even a “try it” option that launches test version of Dynamics GP
  • They will put you in touch with an official training partner, or just do a search.
  • CustomerSource, Microsoft’s intranet for end users.  and the free training resources.  Training materials comprise of training manuals and the classes that I was talking about. 
  • Must register with your Microsoft Account. Suggest, vote, comment or add to watch list.
  • GP 2013 R2 coming summer 2014. This one is for Tina!!
  • Contact Tina to verify you are in our system
  • Centralized repository of verified GP tips and tricks videos.
  • Topic of the week.
  • An independent organization, but operates with Microsoft’s help.   They also have message boards and tons of webinars, and even special interest groups (Bruce is a leader of the HR/Payroll group).  You have to purchase a membership to access some of their advanced resources, but most are available for free.
  • Premium members only
  •  The Academy offers a variety of professional growth and development opportunities to improve your use of Dynamics GP.  Our classes provide a unique instructor-led learning environment coupled with hands-on training.  You can practice the content and apply the curriculum immediately, instead of just watching.Benefits:Expert instructorsGo beyond core concepts and leverage practical real world contentHands-on interactive training environmentAcademy classes are CPE eligible.
  •  
  • Although it is free, it does require registration keys.  To obtain the product, go to http://www.ethotech.com/download.asp to download and register SmartSort.  That download sends an e-mail to a monkey that enters them in the system and generates the keys and e-mails them to the customer.
  • Tools and Resources to Make Your Microsoft Dynamics GP Zing

    1. 1. Tools & Resources to Make Your Dynamics GP Zing February 27, 2014
    2. 2. Agenda • • • • How to find training How to find support How to learn about your system Quick Tips detours!
    3. 3. CustomerSource Why CustomerSource? • Learning • Support • Product information http://www.microsoft.com/dynamics/customer/en-us/default.aspx
    4. 4. CustomerSource Learning • User manuals • Training manuals • E-learning • Classroom training CS/ Products/ Dynamics GP/ Learning
    5. 5. CustomerSource Learning User manuals CS/ Products/ Dynamics GP/ Learning/ Documentation/ User Guides
    6. 6. Quick Tip Detour! Get manuals from inside of Dynamics GP GP/ Help/ Printable Manuals
    7. 7. CustomerSource Learning Training manuals CS/ Products/ Dynamics GP/ Learning/ Student Training Materials/
    8. 8. Quick Tip Detour! Training Manuals Accolade Publications • Closing Dynamics GP • Creating Reports with SSRS • Information Flow & Postings • Power User Handbook http://www.accoladepublications.com/
    9. 9. CustomerSource Learning eLearning CS/ Products/ Dynamics GP/ Learning/ E-Learning/
    10. 10. CustomerSource Begin Course or Download Course
    11. 11. CustomerSource eLearning Labs include a Try It option
    12. 12. Bruce’s Tip Stop My Reports Save to My Reports to keep in a single place in Dynamics GP
    13. 13. CustomerSource Learning Classroom training http://dynamics.unitedtraining.com/schedule.htm
    14. 14. CustomerSource Learning Not sure where to start? Try a learning plan. • EL=E-Learning • LS=Learning Snack • TM=Training Materials • ILT= Instructor-Led CS/ Products/ Dynamics GP/ Learning/ Learning Plan
    15. 15. CustomerSource Support • Microsoft plan info • Self support • Assisted support CS/ Products/ Dynamics GP/ Support
    16. 16. CustomerSource Registered Name Entitled Version Plan Info CustomerSource Home
    17. 17. CustomerSource Self Support Tax Updates CS/ Products/ Dynamics GP/ Downloads/ Tax & Regulatory Updates
    18. 18. Quick Tip Detour! We post all important tax updates to our site http://www.verticalsol.com/GPPayrollUpdates
    19. 19. CustomerSource Self Support: Knowledge Base CS/ Products/ Dynamics GP/ Support/ Knowledge Base
    20. 20. CustomerSource Self Support Product Updates CS/ Products/ Dynamics GP/ Support/ Service Packs/ Dynamics GP/ Version
    21. 21. Quick Tip Detour! Product Suggestions 85% of Dynamics GP updates come from community! https://connect.microsoft.com/
    22. 22. Quick Tip Detour, Detour Product Updates: GP 2013 R2 (next)
    23. 23. Quick Tip Detour, Detour Product Updates: GP 2013 R2 (next)
    24. 24. Quick Tip Detour, Detour Product Updates: GP 2013 R2 (next)
    25. 25. Quick Tip Detour, Detour Product Updates: GP 2013 R2 (next)
    26. 26. Bruce’s Tip Stop Date Entry When processing multiple transactions for a specific date change the user date. Date on transaction entry windows defaults to user date on the left. Did you know that you can use the plus and minus keys to increment or decrement? Did you know that for the current month you only need to type in the day? For instance 15 would return 2/15/14.
    27. 27. CustomerSource Assisted Support • • • Advantage Plus = Unlimited Advantage = 5 incidents Enhancement = $125 per CS/ Products/ Dynamics GP/ Support/ New Technical Support Request
    28. 28. Quick Tip Detour! Vertical Solutions Support Ticketing system automates if your email is in our system. • helpdesk@verticalsol.com • Your own portal
    29. 29. Community Community • Forums • Blogs • Videos http://community.dynamics.com
    30. 30. Community Forums Monitored by Microsoft and responded in 48 hours, if in support plan. http://community.dynamics.com
    31. 31. Community Videos Centralized repository of verified GP tips and tricks http://community.dynamics.com
    32. 32. Bruce’s Tip Stop Auto Complete Did you know that you can change the Auto Complete preferences under User Preferences? You can shut it off, remove entries after X days, change the maximum number or entries or completely remove the saved entries.
    33. 33. Bruce’s Tip Stop Auto Complete II Did you know that you can remove individual Auto Complete entries by right clicking on the entry and then clicking Remove From List?
    34. 34. Community Blogs Like videos, also centralized repository of verified GP blogs, links to complete. http://community.dynamics.com
    35. 35. Community Blogs Great series! http://community.dynamics.com
    36. 36. Quick Tip Detour Vertical Solutions Blog http://www.verticalsol.com/blog
    37. 37. Great Plains User Group GPUG • • • • Webinars Special Interest Training Conferences http://www.gpug.com
    38. 38. Great Plains User Group Webinars Live and recorded library http://www.gpug.com
    39. 39. Great Plains User Group SIGs • • • • • • • • • • • • • • • • BI and Reporting Builder Monday CPM Friday Database Administrators Distribution Manufacturing Education Healthcare HR Payroll Media & Entertainment Multicurrency/Multi-entity Non-Profit New to GP Public Sector Security & Audit SSRS Monday Systems Administrators http://www.gpug.com/member-resources/special-interest-groups/
    40. 40. Great Plains User Group GPUG Academy Distance Learning – Instructor lead sessions while sitting at your own desk. http://www.gpug.com/member-resources/academy/gpug-academy-distance-learning---2014/
    41. 41. Great Plains User Group Conferences GPUG Summit October 14-17, 2014 St Louis, MO http://gpugsummit.com//
    42. 42. Bruce’s Tip Stop Navigation Lists Did you know that when using a Navigation List for Vendors you can generate an aging report based on the vendors that you have checked? Great if you need to run an aging on restriction not possible in a Report Option. Did you know that you have a preview pane of the selected record in a Navigation List?
    43. 43. Free Free Free Professional Services Tools
    44. 44. Free Free Free SmartSort With EthoTech SmartSort, you can automatically sort lookup information YOUR way! You’ll quickly find all your important information in your system by customizing your own view based on built-in advanced sorting options or SmartList favorites. AND you can use SmartSort with over 40 Microsoft Dynamics GP lookup windows. http://www.ethotech.com/download.asp
    45. 45. Free Free Free Spell Check SpellCheck from Willoware provides spellchecking on any Note, Comment, Text or String field in GP and 3rd party products. SpellCheck can be attached to any text entry field in the application. http://willoware.com/products/spellcheck/
    46. 46. Free Free Free JetExpress From Jet Reports - users can create reports in minutes, with no advanced programming skills required. • Pulls information directly into Excel from Microsoft Dynamics GP. • Data in your reports can be refreshed with the click of a button, so you always have up-to-the-minute information. • Combine data from any table, view or field that you have access to in Microsoft Dynamics GP and pull this directly into Excel. http://jetexpressforgp.jetreports.com/en/index.php
    47. 47. Quick Tip Detour Get the most out of Vertical Solutions
    48. 48. LinkedIn Connect to Vertical Solutions http://www.linkedin.com/company/r.l.-nelson-and-associates-vertical-solutions-inc.
    49. 49. Questions
    50. 50. Contact Us Bruce Lane blane@verticalsol.com Tina Featheringham tfeatheringham@verticalsol.com

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