Introduction to Microsoft Dynamics® GP 2013 (80571A)


Duration: 1 day

This one-day course explores 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, and tips for the user to personalize Microsoft Dynamics GP to streamline business practices.

This course is intended for customers and partners wanting to learn the basic features and elements required to effectively use Microsoft Dynamics GP. The class is targeted toward data entry clerks, administrators, office managers, CEOs, and consultants who need to understand the basic technical aspects of Microsoft Dynamics GP and gain some basic general knowledge of the application’s functionality.

At course completion

After completing this course, students will be able to:

Use basic elements such as lookup windows, browse buttons, and zooms to access data in Microsoft Dynamics GP.
Enter record and window level notes and attach OLE notes to records.
Use SmartList to export data to Microsoft Word or Microsoft Excel for further analysis.
Use the Posting Setup options to define posting processes.
Identify what is required to use Word Templates.
Customize system and company setup procedures using the Setup Checklist.
Set up fiscal periods, account formats, credit cards, and payment terms.
Use inquiries and reports to get at the information that is needed from Microsoft Dynamics GP.
Customize Microsoft Dynamics GP toolbars, home pages, and display settings.
Describe the benefits of using Business Alerts and Process Servers.
View and use resource descriptions for tables and fields in Microsoft Dynamics GP.

What’s included?

  • Authorized Courseware
  • Intensive Hands on Skills Development with an Experienced Subject Matter Expert
  • Hands-on practice on real Servers and extended lab support 1.800.482.3172
  • Examination Vouchers & Onsite Certification Testing- (excluding Adobe and PMP Boot Camps)
  • Academy Code of Honor: Test Pass Guarantee
  • Optional: Package for Hotel Accommodations, Lunch and Transportation

With several convenient training delivery methods offered, The Academy makes getting the training you need easy. Whether you prefer to learn in a classroom or an online live learning virtual environment, training videos hosted online, and private group classes hosted at your site. We offer expert instruction to individuals, government agencies, non-profits, and corporations. Our live classes, on-sites, and online training videos all feature certified instructors who teach a detailed curriculum and share their expertise and insights with trainees. No matter how you prefer to receive the training, you can count on The Academy for an engaging and effective learning experience.


  • Instructor Led (the best training format we offer)
  • Live Online Classroom – Online Instructor Led
  • Self-Paced Video

Speak to an Admissions Representative for complete details

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Module 1: Overview and Basic Elements

This module introduces many of the basic elements that are used throughout Microsoft Dynamics GP. The main window of the application is discussed along with logging on to Dynamics, and many common window functions and objects in Microsoft Dynamics GP are identified and explained


Basic Elements
Using Notes
User Preferences
Navigation Pane
Home Pages
Help and Other Documentation


Advanced Lookups
OLE Notes
User Preferences

After completing this module, students will be able to:

Understand the basic design and integration in Microsoft Dynamics GP.
Identify the different parts of the main window.
Use and understand basic elements such as browse buttons, lookup windows, and zooms to access and view data in the application.
Use tasks and reminders to help manage the Microsoft Dynamics GP system.
Customize the way information is retrieved in the application.
Set user preferences and use notes to attach important window and record information.
Access help topics using online documentation.
Use the Navigation Pane to maximize efficiency when using Microsoft Dynamics GP.
Set up home pages and understand general navigation options in the application.

Module 2: SmartList, Reports, and Inquiries

This module discusses SmartList, an inquiry tool that can be used to access data. It also discusses reporting and inquiry capabilities and the use of Microsoft Word Templates to generate common documents.


Microsoft Word Templates
Report Options and Printing
Report Groups
Report List and My Reports
Excel Reports
Inquiries, Named Printers and Process Monitor


Report Options and Groups

After completing this module, students will be able to:

Gain search and reporting access to a large variety of information in the system using SmartList.
Create and save views of your data using SmartList features.
Export data to Microsoft Excel or Microsoft Word from SmartList.
Set up and create Microsoft Word templates.
Create and save report options.
Export reports in a variety of file formats.
Organize reports into groups for better access when printing reports.
Understand how Named Printers works in Microsoft Dynamics GP.

Module 3: System and Posting Setup

This module explains some basic system setups along with information about the different ways to post transactions in Microsoft Dynamics GP. System setups discussed include security, users, and user classes. Posting Setup is discussed along with related topics such as audit trails and source documents.


System Setup
Posting Methods and Setup Options
Posting Accounts and Audit Trails


Security Tasks
Security Roles
Assigning Security Roles to Users
Modifying Posting Settings

After completing this module, students will be able to:

Understand the security options in Microsoft Dynamics GP.
Set up security tasks and roles and assign security access to users.
Set up users and user classes in Microsoft Dynamics GP.
Complete Posting Setup options for transaction origins in Microsoft Dynamics GP.
Set up default posting accounts to be used by Microsoft Dynamics GP.
Use audit trail codes and source documents to trace transactions in the system.

Module 4: Company Setup Procedures

This module examines how to set up companies in Microsoft Dynamics GP and then define options specific to each company. The company set up windows are used to define company parameters such as company information, Internet information, fiscal periods, account format, credit cards, shipping methods, payment terms, and custom links.


Creating Companies
Accessing Companies
Setup Checklist
Account Format
Fiscal Periods
Company Information and Setup Options
Shipping Methods
Payment Terms
Credit Cards
Other Company Setups
Internet Information
Emailing Documents
Unified Communications
Tax Setup
Tax Calculations in Receivables and Payables
Tax Calculations in Sales Order Processing


Create a New Company
Account Format
Defining Fiscal Periods
Entering Company Information
Set Up Shipping Methods
Set Up Payment Terms
Set Up Custom Links
Set Up a New Tax

After completing this module, students will be able to:

Set up companies in Microsoft Dynamics GP.
Use the Setup Checklist to set up the application and to track the progress of setups.
Assign an account format for a company.
Specify company-wide settings, such as fiscal periods, shipping methods, credit cards, payment terms, and create custom links.