8811: Foundation I in Microsoft Dynamic GP 10.0

8811: Foundation I in Microsoft Dynamic GP 10.0 Course Description

Duration: 1.00 days (8 hours)

The one-day Foundation course explores the basic elements of Microsoft Dynamics GP. Topics covered during this session include: system and company setup procedures, how to use key 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.

Next Class Dates

Contact us to customize this class with your own dates, times and location. You can also call 1-888-563-8266 or chat live with a Learning Consultant.

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Intended Audience for this 8811: Foundation I in Microsoft Dynamic GP 10.0 Course

  • » Customers wanting to learn the basic features and elements required to effectively use each Microsoft Dynamics GP module. The class is targeted toward data entry clerks, administrators; office managers, CEOs, and consultants who need to understand the technical aspects of Microsoft Dynamics GP Foundation and gain basic general knowledge of the application functionality.
  • » Before attending this course, students should have general knowledge of Microsoft Windows and basic knowledge of accounting principles.

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This Course is also part of:

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8811: Foundation I in Microsoft Dynamic GP 10.0 Course Objectives

  • » Customize system and company setup procedures using the Setup Checklist
  • » Assign and track setup tasks
  • » Use the Posting Setup options to define posting processes
  • » Enter record and window level notes
  • » Attach OLE Notes
  • » Use inquiries and reports to get at the information you wish to access
  • » Use SmartList to export data to Microsoft Word or Microsoft Excel for further analysis
  • » Describe the benefits of using Business Alerts and Process Servers
  • » View and print resource descriptions for tables and fields in Microsoft Dynamics GP
  • » Set up fiscal periods, account formats, credit cards and payment terms

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8811: Foundation I in Microsoft Dynamic GP 10.0 Course Outline

      1. Overview and Basic Elements: This chapter introduces the series and the integration concepts. This chapter also introduces many of the basic elements used throughout Microsoft Dynamics GP.
        1. Microsoft Dynamics GP Series
        2. Integration
        3. Address Bar
        4. Main Toolbar
        5. Menus
        6. Advanced Lookups
        7. Window Components
        8. Notes
        9. User Preferences
        10. Tasks & Reminders
        11. Navigation Pane
        12. Home Pages
        13. Help
      2. SmartList, Reports and Inquiries: This chapter discusses SmartList, an inquiry tool that can be used to access data. SmartList uses sets of predefined search criteria or "objects."
        1. Creating SmartList Favorites
        2. Report Options
        3. Printing Reports
        4. Report Groups
        5. Excel Reports
        6. Named Printers
        7. Process Monitor
      3. System and Posting Setup: In this chapter, some basic system setups are discussed along with information about the different ways to post transactions in Microsoft Dynamics GP. System setups discussed include security, users and user classes.
        1. Registration
        2. Security Tasks
        3. Security Roles
        4. User Setup
        5. User Security
        6. User Classes
        7. Posting Setup
        8. Posting Accounts Setup
        9. Source Documents
        10. Audit Trail Codes
        11. Tracing Transactions
      4. Company Setup Procedures: This chapter examines how to set up companies in Microsoft Dynamics GP and then define options specific to each company.
        1. Creating Companies
        2. Setup Checklist
        3. Account Format
        4. Fiscal Periods
        5. Company Information
        6. Internet Information
        7. Shipping Methods
        8. Payment Terms
        9. Credit Cards
        10. Custom Links
        11. Other Company Setups
        12. Taxes
      5. Customization and Utilities: The focus of this chapter is on the ways to customize a number of elements in the Microsoft Dynamics GP system to specific needs, enabling work to be completed more efficiently.
        1. Customizing Toolbars
        2. Activity Tracking
        3. Process Server
        4. Macros
        5. Installation Customization Options
        6. Table, Field and Window Information
        7. Backups

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Do you have the right background for 8811: Foundation I in Microsoft Dynamic GP 10.0?

Skills Assessment

We ensure your success by asking all students to take a FREE Skill Assessment test. These short, instructor-written tests are an objective measure of your current skills that help us determine whether or not you will be able to meet your goals by attending this course at your current skill level. If we determine that you need additional preparation or training in order to gain the most value from this course, we will recommend cost-effective solutions that you can use to get ready for the course.

Our required skill-assessments ensure that:

  1. All students in the class are at a comparable skill level, so the class can run smoothly without beginners slowing down the class for everyone else.
  2. NetCom students enjoy one of the industry's highest success rates, and pass rates when a certification exam is involved.
  3. We stay committed to providing you real value. Again, your success is paramount; we will register you only if you have the skills to succeed.
This assessment is for your benefit and best taken without any preparation or reference materials, so your skills can be objectively measured.

Take your FREE Skill Assessment test »

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Award winning, world-class Instructors

Charles W.
- Expert in Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access as well as Adobe Graphic and Web Designer (InDesign, Acrobat, Photoshop, Illustrator, Dreamweaver and Flash Catalyst)
- Holds an A.A.S in Graphic Design as well as various Awards and Affiliations, including MCT, MCP, MCAS, and Office 2007 Master.
- Senior Lead Trainer for over 10 years.


Charles is a Technical Trainer & Instructional Designer for over 10 years. He is a Microsoft Certified Trainer and dedicates himself to Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access. He is also an Adobe specialist and holds a degree in Graphic Design.

Charles is well known for his high evaluation scores, achieving 8.75 out of 9 on a regular basis, teaching in one-on-one, instructor-led, and web-based environments; one of the reasons for his high evaluation is his expertise in increasing personnel performance by developing and implementing programs constructed from the job task analysis process. Charles currently teaches Adobe Graphic and Web Designer, and Microsoft Office Specialist courses at NetCom Learning.
David H.
David is a hands-on, dynamic and experienced financial systems consultant with successful work history of implementing large scale ERP systems, managing and directly responsible for data migration, financial report validation and customization, end-user training, process documentation and automation. David has been a trainer for more 21 years.
Ginger M.
- Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University.
- Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager.
- Project Manager to various MS Dynamics Great Plains implementations.


Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touch and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets.

Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.
Lynn D.
- Over 25 years of experience working as Senior Financial Analyst and Senior Auditor.
- Professor of Graduate Management and Business School at the University of Phoenix since 2007.
- Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009.


Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX.

Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.
Ramesh P.
Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases. With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.
Ronald C.
- Founder and Managing Partner of Guided Technology Inc. which provides Microsoft consulting expertise and educational services for corporate and government.
- At Guided Technology, Ron was responsible for creating a strategic roadmap for First Data Corporation.
- At New York City Department of Finance, as Senior Manager & Design Architect, Ron designed and implemented IBM Servers collecting $15 billion in tax revenue.

Ron has always enjoyed teaching and instructing others, whether in the installation process of software and hardware upgrades, or as working as the Head of Training for Valinor, a Microsoft Consulting Partner, where Ron managed the company's training centers and worked as a Senior Instructor (MCT).

In addition to working in the management level of the business and software consulting market for over 18 years, Ron also worked as a Surface Warfare Officer and Weapons Officer in the United States Navy, serving two tours of duty. He served aboard the USS Tuscaloosa from 1984 -1987, and participated in two Western Pacific Deployments.

Ron loves basketball and played on Trinity College's varsity basketball team for all four years of college.

Satish R.

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Recent Client Testimonials & Reviews

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