Tools and Resources to Make Your Microsoft Dynamics GP Zing
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Tools & Resources to Make Your Dynamics GP Zing February 27, 2014
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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
Transcript of Tools and Resources to Make Your Microsoft Dynamics GP Zing
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/en-us/default.aspx
CustomerSource
Learning
• User manuals
• Training manuals
• E-learning
• Classroom training
CS/ Products/ Dynamics GP/ Learning
CustomerSource
LearningUser manuals
CS/ Products/ Dynamics GP/ Learning/ Documentation/ User Guides
Quick Tip Detour!
Get manuals from inside ofDynamics GP
GP/ Help/ Printable Manuals
CustomerSource
Learning
Training manuals
CS/ Products/ Dynamics GP/ Learning/ Student Training Materials/
Quick Tip Detour!
Training ManualsAccolade Publications• Closing Dynamics GP• Creating Reports with SSRS• Information Flow & Postings• Power User Handbook
http://www.accoladepublications.com/
CustomerSource
Learning
eLearning
CS/ Products/ Dynamics GP/ Learning/ E-Learning/
CustomerSource
Begin Course or Download Course
CustomerSource
eLearningLabs 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 Materials
• ILT= Instructor-Led
CS/ Products/ Dynamics GP/ Learning/ Learning Plan
CustomerSource
Support• Microsoft plan info• Self support• Assisted support
CS/ Products/ Dynamics GP/ Support
CustomerSource
CustomerSource Home
Registered Name
Entitled Version
Plan Info
CustomerSource
Self SupportTax 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
CustomerSourceSelf Support: Knowledge Base
CS/ Products/ Dynamics GP/ Support/ Knowledge Base
CustomerSource
Self SupportProduct Updates
CS/ Products/ Dynamics GP/ Support/ Service Packs/ Dynamics GP/ Version
Quick Tip Detour!
Product Suggestions85% 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 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.
CustomerSource
Assisted Support• Advantage Plus = Unlimited• Advantage = 5 incidents• Enhancement = $125 per
CS/ Products/ Dynamics GP/ Support/ New Technical Support Request
Quick Tip Detour!
Vertical Solutions SupportTicketing system automates if your email is in our system.
• [email protected]• Your own portal
• Forums• Blogs• Videos
Community
Community
http://community.dynamics.com
Monitored by Microsoft and responded in 48 hours, if in support plan.
Forums
Community
http://community.dynamics.com
Centralized repository of verified GP tips and tricks
Videos
Community
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 can shut it off, remove entries after X days, change the maximum number or entries or completely remove the saved entries.
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?
Like videos, also centralized repository of verified GP blogs, links to complete.
Blogs
Community
http://community.dynamics.com
Great series!
Blogs
Community
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
WebinarsLive and recorded library
http://www.gpug.com
Great Plains User GroupSIGs• 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/
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/
Great Plains User Group
Conferences
GPUG SummitOctober 14-17, 2014St Louis, MO
http://gpugsummit.com//
Bruce’s Tip StopNavigation 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?
Free Free Free
Professional Services Tools
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
Free Free Free
Spell Check
http://willoware.com/products/spellcheck/
SpellCheck from Willoware provides spell-checking 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.
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
Quick Tip Detour
Get the most out of Vertical Solutions
Connect to Vertical Solutions
http://www.linkedin.com/company/r.l.-nelson-and-associates-vertical-solutions-inc.
Questions
