CRG Academy Course Descriptions. Corporate Renaissance Group 6 Antares Drive, Phase 1, Suite 200 Ottawa, ON K2E 8A9

Transcription

1 CRG Academy s Corporate Renaissance Group 6 Antares Drive, Phase 1, Suite 200 Ottawa, ON K2E 8A9 Updated February 2013

2 CRG Academy Courses Microsoft Dynamics GP... 3 Foundational Overview of Microsoft Dynamics GP Management Reporter... 4 Deep Dive into Microsoft Dynamics GP SmartLists and SmartList Builder... 5 Administration in Microsoft Dynamics GP... 6 General Ledger Training... 7 Receivables Management... 8 Payables Management... 9 Bank Reconciliation Understanding Cubes and Analytics in Microsoft Dynamics GP Microsoft Dynamics GP 2013: New Features Overview Microsoft SQL Server Implementing and Maintaining Microsoft SQL Server 2008 Integration Services Implementing and Maintaining Microsoft SQL Server 2008 Reporting Services Implementing and Maintaining Microsoft SQL Server 2008 Analysis Services Microsoft Dynamics CRM Beyond the Basics in Microsoft Dynamics CRM Microsoft SharePoint Introduction to SharePoint 2010 Development SharePoint 2010 Administration SharePoint 2010 Power Users CRG Academy s 2

3 Microsoft Dynamics GP Foundational Overview of Microsoft Dynamics GP 2010 Days: 1 Audience: Dynamics GP Users Vouchers: 2 This course teaches students about the basic elements of Microsoft Dynamics GP. Topics covered during this session include: system and company setup procedures, how to use reports and inquiries, how to use SmartList to expand inquiry and analysis capabilities, business alerts, process server and tips for the user to personalize shortcuts and checklists to streamline business practices. This course is a must for anyone new to Microsoft Dynamics GP Using basic elements such as lookup windows, browse buttons and zooms to access data in Microsoft Dynamics GP - Entering records and window level notes - Attaching OLE Notes - Using SmartList to export data to Microsoft Word or Microsoft Excel for further analysis - Using the Posting Setup options to define posting processes - Customizing system and company setup procedures using the Setup Checklist - Assigning and tracking the completion of setup tasks using the Setup Checklist - Setting up fiscal periods, account formats, credit cards and payment terms - Using inquiries and reports to get at the information needed - Customizing Microsoft Dynamics GP toolbars, home pages and display settings - Describing the benefits of using Business Alerts and Process Servers - Viewing and using resource descriptions for tables and fields in Microsoft Dynamics GP - Using the SQL backup system to back up a company database CRG Academy s 3

4 Management Reporter Days: 2 Audience: Dynamics GP Business Users Vouchers: 4 Controllers Finance Managers Business Analysts This course teaches students about Management Reporter and report design. Management Reporter is a powerful and flexible reporting tool that extends the value of financial data by providing timely financial and management reporting to business managers and report users. This reporting tool is replacing FRx for GL Financial reporting in Microsoft Dynamics GP. This training course is designed for users who are new to Management Reporter or those who would like to reinforce their knowledge of basic and advance report design. This class will provide you with the knowledge to create and generate simple as well as complex financial reports. - Review the differences between FRx and Management Report - How to export the sample reports as a template for their own report design - Design basic report building blocks in Report Designer including: - Row definitions - Column definitions - Reporting tree definitions - Associate the building blocks in a variety of report definitions including: - Trial Balance reports - Income Statements - Variance reports - Balance Sheets - Statements of Cash Flow - Consolidation reports - Discover the power and flexibility of reporting trees to present financial results at the responsibility level (i.e. by dimensions) - Apply worksheet linking to report on data maintained in Microsoft Office Excel - Use report output and distribution options including Report Viewer - Implement security including customized roles, groups, and users - Design reports that support XBRL - Use the Report Wizard to create reports CRG Academy s 4

5 Deep Dive into Microsoft Dynamics GP SmartLists and SmartList Builder Days: 0.5 Audience: Dynamics GP Users Vouchers: 1 This course teaches students about the fundamentals of SmartLists and SmartList Builder. Put everyone in your organization in touch with vital business information with the more than 200 built-in SmartLists that are available in Microsoft Dynamics GP Learn what SmartLists are available and what they can do for your company. Also learn how SmartList functionality can be extended with SmartList Builder. SmartList Builder is a tool that substantially increases the power and range of SmartList, it gives you access to all the information that you capture within Microsoft Dynamics GP. This one day training will cover the fundamentals of using SmartList Builder including: finding tables, selecting fields, adding calculations, and restrictions. - Introduction to SmartList and SmartList Builder - Review of available SmartLists within Microsoft Dynamics GP Creating New SmartLists - Adding Restrictions - Creating Calculated fields - Generating Advanced Go To s - Formatting fields - Importing and Exporting SmartLists - SmartList Builder security - Other SmartList functionalities - View, export and print data CRG Academy s 5

6 Administration in Microsoft Dynamics GP Days: 0.5 Audience: Dynamics GP Users Vouchers: 1 IT Professionals This course teaches students about the different administrative roles and tasks available to Microsoft Dynamics GP users and IT support. Students will have the opportunity to learn about common administrative tasks within Microsoft Dynamics GP. - Administration for Microsoft Dynamics GP Power Users and IT Resources - Creating new user - Giving access to companies - User Security - Security Model - Security Tasks Roles - Maintaining Alternate Forms and Reports dictionaries - Customization maintenance (Import and export packages) - Manual backup from Microsoft Dynamics GP - Administration Tasks for IT Resources - Review of database maintenance plan - Monitoring maintenance plans - SQL Server Agent and scheduled jobs - Manual Backup from SQL Management Studio - Restoring databases - Manually restoring production on top of test database - Advanced Administration for IT Resources - Monitoring performance of SQL Server - SQL Server tools and Management Studio - Using SQL Profiler to create a trace file CRG Academy s 6

7 General Ledger Training Days: 1 Audience: Dynamics GP Users Vouchers: 2 Controllers Accounting Managers Finance Clerks This course provides students with a general overview of the features and benefits of using the General Ledger I in Microsoft Dynamics GP It explores the accounting cycle and the processes required to enter financial data into Microsoft Dynamics GP. - The features available in General Ledger and their benefits - General Ledger Setup - Account Structure - Chart of Accounts setup, including posting, unit and allocation accounts - Review budgets and quick journals - Recording and posting General Ledger transactions - The difference between transaction level and batch level posting, and the methods for posting batches - How to use Multidimensional Analysis, enter Intercompany transactions and set up Organizational Structures to use account security - The functionality available to maintain General Ledger records - Perform key inquiries and print reports from GL - The process of closing an accounting period and the fiscal year CRG Academy s 7

8 Receivables Management Days: 1 Audience: Dynamics GP Users Vouchers: 2 This course teaches students how to use the Microsoft Dynamics GP Receivables Management module, including credit memos, prepayments, small balance write off, printing customer statements, entering and voiding scheduled payments, and month-end closing procedures. Students will also learn how to set terms for calculating document discount dates, use balance forward and open-item statement, and to apply any mix of the comprehensive service and finance charges available. - Receivables Setup Options - Set up and maintain customer records, including customer classes - Set up salespeople and territories - Entering and posting sales transactions - Review Scheduled Payments - Handling cash receipts - Managing NSF cheques and voiding transactions - Aging customer accounts - Assessing finance charges - Printing statements and other reports - Creating and printing invoices for customers - Applying payments to customer accounts - Completing period-end procedures CRG Academy s 8

9 Payables Management Days: 1 Audience: Dynamics GP Users Vouchers: 2 This course teaches students how to use the Microsoft Dynamics GP Payables Management module. Students will learn how to create and set up vendor records, handle daily and period-end procedures such as entering invoices and credit memos, and printing vendor cheques. - Completing the setup necessary to start using Payables Management - Setting up vendor records and classes - Performing all Payables Management related data entry functions including vendor invoicing, cheque processing, recurring vouchers, and manual checks - Performing maintenance on Payables Management documents and other records such as vendors and recurring invoices - Selecting documents for payment and make appropriate adjustments to payment amounts prior to check processing - Generating computer and manual cheques for vendors - Applying Documents - Placing or releasing holds - Voiding vouchers and payments - Identify Posting options and information flow within Payables Management - Using reports and inquiries to access needed payables information - Completing period-end and year-end procedures CRG Academy s 9

10 Bank Reconciliation Days: 0.5 Audience: Dynamics GP Users Vouchers: 1 This course teaches students about the accounting cycle and the processes required to manage cash receipts, cash disbursements, and other transactions that affect checkbook balances. You will learn how to perform the reconciliation process, ensuring accuracy of your financial data and its relation to your financial institution. A thorough understanding of these topics allows you to reconcile your checkbooks with your bank statements, keeping information consistent and accurate. You will learn to use comprehensive reporting features to preview data in different ways prior to performing the reconciliation process, as well as how to use the Checkbook Register report, which may be printed at any time. This course also teaches you how to define default values that automatically populate data fields and gather the information you need to make better business decisions by exploring powerful inquiry and lookup functions. - Customizing the setup of Bank Reconciliation to fit business needs - Performing all Bank Reconciliation related data entry functions, including bank transactions, bank deposits, and bank transfers - Performing maintenance on Bank Reconciliation documents and records such checkbooks - Printing standard reports for audit trail purposes, financial analysis, and to verify data entry - Identifying the impact of the Bank Reconciliation module on other modules - Troubleshooting and correcting input errors, including incorrect posting date or incorrect document amounts - Performing the bank reconciliation process CRG Academy s 10

11 Understanding Cubes and Analytics in Microsoft Dynamics GP Days: 1 Audience: Dynamics GP Technical Users Vouchers: 2 IT Professionals This course teaches students how to use Analysis Cubes and Pivot Tables to analyze the Business Intelligence needs of an organization. It describes the key features for Analysis Cubes and how to install and use them. It will also explain how to create and use a Pivot Table report using Analysis Cubes. - Using Analysis Cubes - Features and benefits of Analysis Cubes - Analysis Services environment - Installing and configuring Analysis Cubes - Using Analysis Cubes - Creating Pivot Table reports - Using Pivot Table reports - Review of OLAP technology CRG Academy s 11

12 Microsoft Dynamics GP 2013: New Features Overview Days: 0.5 Audience: Dynamics GP Users Vouchers: 1 This course will teach students about the new features and enhancements in the latest version of Microsoft Dynamics GP. - Foundation Enhancements - Functionality - Sending documents in messages - Sales Order Processing Transaction lists - Server type for - Password protection for Word documents - Home Page - The Business Analyzer area - Look & Feel - Customization - Lookups - Items lookup window - Employees lookup window - Customers and Prospects lookup window - Salespeople lookup window - Vendors lookup window - Reporting - Select a printer when printing - Print reports from maintenance windows - Word Templates - New Word templates in Microsoft Dynamics GP Customization - Users and Security - Financial Enhancements - General Ledger - Clear balances of unit accounts during year-end close process - Keep inactive accounts with zero balances during the year-end close - View status during the year-end close - View net change and period balances for unit accounts at the same time - General Ledger batch approval information is stored - Reconcile sub ledgers to General Ledger CRG Academy s 12

13 - Payables Management - Edit payables information - Reprint remittance forms and check stubs - Information for voiding reconciled payments - Voiding check enhancements - Receivables Management - Apply unspotted multicurrency cash receipts - Define labels for user defined fields in Customer Address Maintenance - Analytical Accounting - Integrate Analytical Accounting with Fixed Asset Management - Copy purchase orders - Copy sales transactions - Copy posted transactions - Electronic Banking - BAI2 bank format added to Electronic Reconcile - EFT field length - EFT settlement date - Distribution Enhancements - Inventory Control - Select multiple serial numbers at one time - Change standard cost for periodic valuation items - Inactivate items - Inactivate site and item-site relationships - Reason codes - Bin transfer history - Select multiple serial numbers at one time - Purchase Order Processing - Receive a message when purchase order line item is not fully invoiced - Track serial and lot numbers for drop-ship purchase orders - Quantity tolerances - Prepayments for purchase orders - Copy purchase orders - Sales Order Processing - Print back ordered items on picking tickets - Combine multiple fulfillment orders into one invoice - Copy sales transactions - Ship to address enhancements CRG Academy s 13

14 Microsoft SQL Server 2008 Implementing and Maintaining Microsoft SQL Server 2008 Integration Services Days: 2 Audience: IT Professionals Vouchers: 4 Developers This course teaches students how to implement and maintain an Integration Services solution in an organization. - Introduction to SQL Server 2008 Integration Services - Developing Integration Services solutions - Implementing control flow - Implementing data flow - Implementing logging - Debugging and error handling - Implementing checkpoints and transactions - Configuring and deploying packages - Managing and securing packages Prerequisites Before attending this course, students must have: - Exposure to enterprise data import and export scenarios - Experience navigating the Microsoft Windows Server environment - Experience with Microsoft SQL Server, including: - SQL Server Agent - SQL Server query language - SQL Server Systems tables - SQL Server accounts CRG Academy s 14

15 Implementing and Maintaining Microsoft SQL Server 2008 Reporting Services Days: 2 Audience: IT Professionals Vouchers: 4 Developers This course teaches students how to implement a Reporting Services solution in an organization. This course teaches students how to use the Reporting Services development tools to create reports, and how to use the Reporting Services management and administrative tools to manage a Reporting Services solution. - Introduction to SQL Server Reporting Services - Authoring basic reports - Enhancing basic reports - Manipulating data sets - Using report models - Publishing and executing reports - Using subscriptions to distribute reports - Administering Reporting Services - Programming Reporting Services Prerequisites Before attending this course, students must have: - Exposure to creating reports in Microsoft Access or other third-party reporting partner, such as Crystal Reports - Conceptual understanding of the push and pull distribution/subscription paradigm - Experience navigating the Microsoft Windows Server environment - Experience with Windows services (starting and stopping) - Experience creating service accounts and permissions - Experience with Microsoft SQL Server, including: - SQL Server Agent - SQL Server query language - SQL Server Systems tables - SQL Server accounts CRG Academy s 15

16 Implementing and Maintaining Microsoft SQL Server 2008 Analysis Services Days: 3 Audience: BI Professionals Vouchers: 6 Developers This course teaches students how to implement an Analysis Services solution in an organization. This course teaches students how to use the Analysis Services development tools to create an Analysis Services database and an OLAP cube, and how to use the Analysis Services management and administrative tools to manage an Analysis Services solution. - Introduction to SQL Server Analysis Services - Creating multidimensional analysis solutions - Working with cubes and dimensions - Working with measures and measure groups - Querying multidimensional analysis solutions - Customizing cube functionality - Deploying and securing an Analysis Services database - Maintaining a multidimensional solution - Introduction to data mining Prerequisites Before attending this course, students must have: - Conceptual understanding of OLAP solutions - Experience navigating the Microsoft Windows Server environment - Experience with Windows services (starting and stopping) - Experience creating service accounts and permissions - Experience with Microsoft SQL Server, including: - SQL Server Agent - SQL Server query language - SQL Server Systems tables - SQL Server accounts CRG Academy s 16

17 Microsoft Dynamics CRM Beyond the Basics in Microsoft Dynamics CRM 2011 Days: 1 Audience: CRM Users Vouchers: 2 This course teaches students how to get more out of Microsoft Dynamics CRM 2011 by going beyond the basics and exploring the rich functionality that is available to end users. Use advanced find to create complex queries and create new charts and dashboards. Learn how to create custom workflows to better automate business processes, create dialogs to simplify data entry and enforce company policy. Students will also learn how to integrate Microsoft Dynamics CRM with Microsoft SharePoint to meet document management needs. - Report wizard and advanced reporting - Creating charts and dashboards - Advanced find - Mail merge - Workflow creation - Dialogs - Document management with SharePoint integration - Advanced Marketing analytics CRG Academy s 17

18 Microsoft SharePoint Introduction to SharePoint 2010 Development Days: 2 Audience: SharePoint Developers Vouchers: 4 This course teaches students how to develop for SharePoint This introductory SharePoint course will lead you through an array of important developer topics including creating and debugging solutions in Visual Studio 2010, packaging, deployment, and upgrades. - SharePoint Development in Visual Studio Working with SharePoint Client and Server Object Models - Developing Web Parts, Event Handlers, and Workflows - Creating, Deploying, and Upgrading Solution Packages - Exploring SharePoint Web Services - Working with Collaborative Application Markup Language (CAML) - Creating Solutions with InfoPath Forms Services - Creating Solutions with Access Web Services Prerequisites Before attending this course, students must have: - Experience with.net and C# in Visual Studio - Conceptual Knowledge of the SharePoint 2010 platform CRG Academy s 18

19 SharePoint 2010 Administration Days: 2 Audience: SharePoint Administrators Vouchers: 4 This course teaches students how to administer SharePoint 2010 in order to get the greatest benefit from their SharePoint environment. Installing, configuring and administering SharePoint everything you need to know. During this two day course, students will learn how to setup and administer a best-practices SharePoint environment from the ground up, and learn about the tools and techniques used to maintain a healthy and happy SharePoint farm. - Installing SharePoint Software and Prerequisites - Configuring and Managing Service Applications - Managing service accounts - Creating and Managing Web Applications and Site Collections - Managing Farm Security - Managing Farm Solutions - Techniques for Backup, Restore, and Migration - Monitoring Health and Troubleshooting Techniques - Administering and Configuring SharePoint Search Service Prerequisites Before attending this course, students must have: - Basic knowledge of Windows Server, MS SQL Server, Internet Information Services, and SharePoint CRG Academy s 19

20 SharePoint 2010 Power Users Days: 2 Audience: SharePoint Users Vouchers: 4 This course teaches students how to get more out of SharePoint Students will gain a deeper understanding of key components of SharePoint Learn about many of the new features and functionality available in SharePoint 2010 including creating sites and sub sites, managing SharePoint lists, modifying and managing permissions, creating pages, and creating basic customizations. You will also have the opportunity to explore the deep SharePoint-Office integration, and automate business processes with SharePoint workflows. - Managing SharePoint Sites, Lists, and Libraries - Managing Permissions - Managing Views - Managing Navigation - Columns and Content Types - Pages and Web Parts - Rich Content Management Features - Managed Metadata Features - Office 2010 Integration - Site and List Templates - SharePoint Designer 2010 Customizations and Workflows - InfoPath Designer 2010 Custom Forms Prerequisites Before attending this course, students must have: - Experience using SharePoint 2010 CRG Academy s 20