Tools & Resources to Make Your Dynamics GP Zing
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- Antony Brent Sherman
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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
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
9 CustomerSource Learning elearning CS/ Products/ Dynamics GP/ Learning/ E-Learning/
10 Begin Course or Download Course CustomerSource
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
13 CustomerSource Learning Classroom training
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
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!
22 Product Updates: GP 2013 R2 (next) Quick Tip Detour, Detour
23 Product Updates: GP 2013 R2 (next) Quick Tip Detour, Detour
24 Product Updates: GP 2013 R2 (next) Quick Tip Detour, Detour
25 Product Updates: GP 2013 R2 (next) Quick Tip Detour, Detour
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 is in our system. Your own portal
29 Community Community Forums Blogs Videos
30 Community Forums Monitored by Microsoft and responded in 48 hours, if in support plan.
31 Community Videos Centralized repository of verified GP tips and tricks
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.
35 Community Blogs Great series!
36 Vertical Solutions Blog Quick Tip Detour
37 Great Plains User Group GPUG Webinars Special Interest Training Conferences
38 Great Plains User Group Webinars Live and recorded library
39 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 Great Plains User Group
40 Great Plains User Group GPUG Academy Distance Learning Instructor lead sessions while sitting at your own desk.
41 Great Plains User Group Conferences GPUG Summit October 14-17, 2014 St Louis, MO
42 Navigation Lists Bruce s Tip Stop 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 Professional Services Tools Free Free Free
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.
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.
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.
47 Quick Tip Detour Get the most out of Vertical Solutions
48 Connect to Vertical Solutions LinkedIn
49 Questions
50 Contact Us Bruce Lane Tina Featheringham
50 Tips for Closing Year End with Confidence. Sheri Carney sheri@resgroup.com
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