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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Tools and Resources to Make Your Microsoft Dynamics GP Zing
- 1. Tools & Resources to Make Your Dynamics GP Zing February 27, 2014
- 2. Agenda • • • • How to find training How to find support How to learn about your system Quick Tips detours!
- 3. CustomerSource Why CustomerSource? • Learning • Support • Product information http://www.microsoft.com/dynamics/customer/en-us/default.aspx
- 4. CustomerSource Learning • User manuals • Training manuals • E-learning • Classroom training CS/ Products/ Dynamics GP/ Learning
- 5. CustomerSource Learning User manuals CS/ Products/ Dynamics GP/ Learning/ Documentation/ User Guides
- 6. Quick Tip Detour! Get manuals from inside of Dynamics GP GP/ Help/ Printable Manuals
- 7. CustomerSource Learning Training manuals CS/ Products/ Dynamics GP/ Learning/ Student Training Materials/
- 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. CustomerSource Learning eLearning CS/ Products/ Dynamics GP/ Learning/ E-Learning/
- 10. CustomerSource Begin Course or Download Course
- 11. CustomerSource eLearning Labs include a Try It option
- 12. Bruce’s Tip Stop My Reports Save to My Reports to keep in a single place in Dynamics GP
- 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. CustomerSource Support • Microsoft plan info • Self support • Assisted support CS/ Products/ Dynamics GP/ Support
- 16. CustomerSource Registered Name Entitled Version Plan Info CustomerSource Home
- 17. CustomerSource Self Support Tax Updates CS/ Products/ Dynamics GP/ Downloads/ Tax & Regulatory Updates
- 18. Quick Tip Detour! We post all important tax updates to our site http://www.verticalsol.com/GPPayrollUpdates
- 19. CustomerSource Self Support: Knowledge Base CS/ Products/ Dynamics GP/ Support/ Knowledge Base
- 20. CustomerSource Self Support Product Updates CS/ Products/ Dynamics GP/ Support/ Service Packs/ Dynamics GP/ Version
- 21. Quick Tip Detour! Product Suggestions 85% of Dynamics GP updates come from community! https://connect.microsoft.com/
- 22. Quick Tip Detour, Detour Product Updates: GP 2013 R2 (next)
- 23. Quick Tip Detour, Detour Product Updates: GP 2013 R2 (next)
- 24. Quick Tip Detour, Detour Product Updates: GP 2013 R2 (next)
- 25. Quick Tip Detour, Detour Product Updates: GP 2013 R2 (next)
- 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. CustomerSource Assisted Support • • • Advantage Plus = Unlimited Advantage = 5 incidents Enhancement = $125 per CS/ Products/ Dynamics GP/ Support/ New Technical Support Request
- 28. Quick Tip Detour! Vertical Solutions Support Ticketing system automates if your email is in our system. • helpdesk@verticalsol.com • Your own portal
- 29. Community Community • Forums • Blogs • Videos http://community.dynamics.com
- 30. Community Forums Monitored by Microsoft and responded in 48 hours, if in support plan. http://community.dynamics.com
- 31. Community Videos Centralized repository of verified GP tips and tricks http://community.dynamics.com
- 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. 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. Community Blogs Like videos, also centralized repository of verified GP blogs, links to complete. http://community.dynamics.com
- 36. Quick Tip Detour Vertical Solutions Blog http://www.verticalsol.com/blog
- 37. Great Plains User Group GPUG • • • • Webinars Special Interest Training Conferences http://www.gpug.com
- 38. Great Plains User Group Webinars Live and recorded library http://www.gpug.com
- 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. 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. Great Plains User Group Conferences GPUG Summit October 14-17, 2014 St Louis, MO http://gpugsummit.com//
- 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. Free Free Free Professional Services Tools
- 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. 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. 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. Quick Tip Detour Get the most out of Vertical Solutions
- 48. LinkedIn Connect to Vertical Solutions http://www.linkedin.com/company/r.l.-nelson-and-associates-vertical-solutions-inc.
- 49. Questions
- 50. Contact Us Bruce Lane blane@verticalsol.com Tina Featheringham tfeatheringham@verticalsol.com
Editor's Notes
- 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.