If you’ve ever added someone to your accounting team who had no previous experience with Microsoft Dynamics GP, or they were used to a completely different workflow then what your organization uses, I am sure you’ve probably wondered, what the best way is to get these individuals comfortable with the system quickly.
Since this is a question that our consultants are often asked, we decided to design a Dynamics GP training session that would give our clients some easy best practices to follow. Originally presented at Revolution user conference and tradeshow held on September 15, this Dynamics GP training session has now been recorded, so that we could share it with you.
Here’s a quick overview of what’s covered in this information packed session:
1 Setting up Dynamics GP for Success for All Staff Members
1.1 Set-Up Accounts Correctly to Prevent Mistakes
1.2 Check Posting Setups
1.3 Use Checklists
2 Navigating Dynamics GP with Ease
2.1 Restrict Items in Lookup Windows
2.2 Verify User Preferences
2.3 Create Shortcuts for Frequent Windows
2.4 Create Keyboard Shortcuts for Shortcut Windows
2.5 Review Windows Shortcuts
2.6 Review Dynamics GP Shortcuts
3 Retrieve information from GP
3.1 Quickly Summarize Your SmartList Information Using Excel Pivot Tables
3.2 Review New Charts and KPI’s
I’ll bet even if you’ve been using Microsoft Dynamics GP for years, at least one of the tips covered in this Dynamics GP training session is new to you and could help save you valuable time or avoid costly errors. What are you waiting for? Watch the video now! We hope you enjoy. Please leave us a comment below to let us know what you thought. Which tip was your favorite?
Interested in other Microsoft Dynamics GP videos like this one? Check out our video library. If you’re looking for a Microsoft Dynamics GP partner who cares about your success and will take the time to educate you, look no further than Intelligent Technologies Incorporated. Contact us today to discuss your specific needs. We can’t wait to meet you!
By: Laura Schomaker, Intelligent Technologies Incorporated, a South Carolina Microsoft Dynamics GP reseller
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