As a team who’ve been working with Microsoft Dynamics GP for more than 25 years, one of the things we do most often is help get new users get set up in the system. Whether it is a new implementation, or one of our longtime clients has just added a staff member, the challenge of getting new users up and running is a universal one.
Is this Dynamics GP Tips and Tricks e-book for me?
As yourself these questions.
- Each time you onboard new employee, do you cringe thinking about the mistakes they may make in GP?
- If you retired or won the lottery and quit your job tomorrow, would anyone understand what you do inside of GP well enough to be able to pick up right where you left off?
If you answered yes to the 1st question and/or no to the 2nd, this e-book can help.
Give it to each new accounting or finance team member that joins your company. The e-book walks them through best practices for setting up several tasks they will be doing in Dynamics GP each day. After reading this Dynamics GP Tips and Tricks e-book, they will understand how to avoid many common new user mistakes and be able to get up to speed faster.
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 Summarize Your SmartList Information Using Excel Pivot Tables
3.2 Discover New Charts and KPI’s
Isn’t it time you stopped worrying what will happen every time you hire someone, or go on an extended vacation? Make onboarding new Dynamics GP users easier than you ever thought possible.
By: Laura Schomaker, Intelligent Technologies, Inc., A South Carolina Microsoft Dynamics GP partner.