Tools and Resources to Make Your Microsoft Dynamics GP Zing
-
Upload
vertical-solutions-an-rl-nelson-company -
Category
Business
-
view
355 -
download
1
description
Transcript of Tools and Resources to Make Your Microsoft Dynamics GP Zing
![Page 1: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/1.jpg)
Tools & Resources to Make Your
Dynamics GP Zing
February 27, 2014
![Page 2: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/2.jpg)
Agenda
• How to find training• How to find support• How to learn about your system• Quick Tips detours!
![Page 3: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/3.jpg)
CustomerSource
Why CustomerSource?
• Learning
• Support
• Product information
http://www.microsoft.com/dynamics/customer/en-us/default.aspx
![Page 4: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/4.jpg)
CustomerSource
Learning
• User manuals
• Training manuals
• E-learning
• Classroom training
CS/ Products/ Dynamics GP/ Learning
![Page 5: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/5.jpg)
CustomerSource
LearningUser manuals
CS/ Products/ Dynamics GP/ Learning/ Documentation/ User Guides
![Page 6: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/6.jpg)
Quick Tip Detour!
Get manuals from inside ofDynamics GP
GP/ Help/ Printable Manuals
![Page 7: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/7.jpg)
CustomerSource
Learning
Training manuals
CS/ Products/ Dynamics GP/ Learning/ Student Training Materials/
![Page 8: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/8.jpg)
Quick Tip Detour!
Training ManualsAccolade Publications• Closing Dynamics GP• Creating Reports with SSRS• Information Flow & Postings• Power User Handbook
http://www.accoladepublications.com/
![Page 9: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/9.jpg)
CustomerSource
Learning
eLearning
CS/ Products/ Dynamics GP/ Learning/ E-Learning/
![Page 10: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/10.jpg)
CustomerSource
Begin Course or Download Course
![Page 11: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/11.jpg)
CustomerSource
eLearningLabs include a Try It option
![Page 12: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/12.jpg)
Bruce’s Tip Stop
My Reports
Save to My Reports to keep in a single place in Dynamics GP
![Page 13: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/13.jpg)
CustomerSource
Learning
Classroom training
http://dynamics.unitedtraining.com/schedule.htm
![Page 14: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/14.jpg)
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
![Page 15: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/15.jpg)
CustomerSource
Support• Microsoft plan info• Self support• Assisted support
CS/ Products/ Dynamics GP/ Support
![Page 16: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/16.jpg)
CustomerSource
CustomerSource Home
Registered Name
Entitled Version
Plan Info
![Page 17: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/17.jpg)
CustomerSource
Self SupportTax Updates
CS/ Products/ Dynamics GP/ Downloads/ Tax & Regulatory Updates
![Page 18: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/18.jpg)
Quick Tip Detour!
We post all important tax updates to our site
http://www.verticalsol.com/GPPayrollUpdates
![Page 19: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/19.jpg)
CustomerSourceSelf Support: Knowledge Base
CS/ Products/ Dynamics GP/ Support/ Knowledge Base
![Page 20: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/20.jpg)
CustomerSource
Self SupportProduct Updates
CS/ Products/ Dynamics GP/ Support/ Service Packs/ Dynamics GP/ Version
![Page 21: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/21.jpg)
Quick Tip Detour!
Product Suggestions85% of Dynamics GP updates come from community!
https://connect.microsoft.com/
![Page 22: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/22.jpg)
Quick Tip Detour, Detour
Product Updates: GP 2013 R2 (next)
![Page 23: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/23.jpg)
Quick Tip Detour, Detour
Product Updates: GP 2013 R2 (next)
![Page 24: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/24.jpg)
Quick Tip Detour, Detour
Product Updates: GP 2013 R2 (next)
![Page 25: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/25.jpg)
Quick Tip Detour, Detour
Product Updates: GP 2013 R2 (next)
![Page 26: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/26.jpg)
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.
![Page 27: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/27.jpg)
CustomerSource
Assisted Support• Advantage Plus = Unlimited• Advantage = 5 incidents• Enhancement = $125 per
CS/ Products/ Dynamics GP/ Support/ New Technical Support Request
![Page 28: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/28.jpg)
Quick Tip Detour!
Vertical Solutions SupportTicketing system automates if your email is in our system.
• [email protected]• Your own portal
![Page 29: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/29.jpg)
• Forums• Blogs• Videos
Community
Community
http://community.dynamics.com
![Page 30: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/30.jpg)
Monitored by Microsoft and responded in 48 hours, if in support plan.
Forums
Community
http://community.dynamics.com
![Page 31: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/31.jpg)
Centralized repository of verified GP tips and tricks
Videos
Community
http://community.dynamics.com
![Page 32: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/32.jpg)
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.
![Page 33: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/33.jpg)
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?
![Page 34: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/34.jpg)
Like videos, also centralized repository of verified GP blogs, links to complete.
Blogs
Community
http://community.dynamics.com
![Page 35: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/35.jpg)
Great series!
Blogs
Community
http://community.dynamics.com
![Page 36: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/36.jpg)
Quick Tip Detour
Vertical Solutions Blog
http://www.verticalsol.com/blog
![Page 37: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/37.jpg)
Great Plains User Group
GPUG• Webinars• Special Interest • Training• Conferences
http://www.gpug.com
![Page 38: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/38.jpg)
Great Plains User Group
WebinarsLive and recorded library
http://www.gpug.com
![Page 39: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/39.jpg)
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/
![Page 40: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/40.jpg)
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/
![Page 41: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/41.jpg)
Great Plains User Group
Conferences
GPUG SummitOctober 14-17, 2014St Louis, MO
http://gpugsummit.com//
![Page 42: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/42.jpg)
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?
![Page 43: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/43.jpg)
Free Free Free
Professional Services Tools
![Page 44: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/44.jpg)
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
![Page 45: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/45.jpg)
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.
![Page 46: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/46.jpg)
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
![Page 47: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/47.jpg)
Quick Tip Detour
Get the most out of Vertical Solutions
![Page 48: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/48.jpg)
Connect to Vertical Solutions
http://www.linkedin.com/company/r.l.-nelson-and-associates-vertical-solutions-inc.
![Page 49: Tools and Resources to Make Your Microsoft Dynamics GP Zing](https://reader034.fdocuments.in/reader034/viewer/2022051818/54945df9b479596a4d8b4ac0/html5/thumbnails/49.jpg)
Questions