Services Training

The Resource Group (TRG) offers customers a variety of training styles and environments. You can choose to register for one of our standard scheduled training classes, create a custom training class for your team, or work one-on-one with a consultant. Training may be held at TRG's Training Center or at your facility. Our training program is designed to meet the specific needs of each customer.

Q4 2009 and Q1 2010 Classroom Training Schedule
Microsoft Dynamics GP, CRM, and FRx Classes:

Download TRG's Classroom Training Brochure (Q4 2009)
Download TRG's Classroom Training Brochure (Q1 2010)

Applications in Microsoft Dynamics CRM 4.0
March 17-19, 2010 | 8:30 a.m. – 5:00 p.m. Register
This course focuses on the user interface and application functionality of Microsoft Dynamics CRM.  The class will specifically focus on Sales, Marketing Automation, Service, and Service Scheduling.  You will know how to develop basic and advanced navigation and record maintenance, access Microsoft Dynamics for Outlook functionality, including synchronization, create and maintain accounts, contacts and activity record management.  In addition you will be able to create and manage customer lists, marketing campaigns, and leads.  Also learn how to schedule, administer, and define services as well as access and maintain contracts, cases, the knowledge base, and queues.

Financial Series One Training for Microsoft Dynamics GP
These courses are designed to teach the basic features of each Microsoft Dynamics GP module: Foundation Training, General Ledger, Payables Management, Receivables Management, and Bank Reconciliation. All classes will teach setup procedures, how to enter and post transactions, the purpose and use of the utility screens, how to use key reports and inquiries, proper period-end procedures and tips to speed data entry. Foundation Training is a pre-requisite for the other Financial Series courses, unless you have at least 6 months of experience using Microsoft Dynamics GP.

Foundation Training I
January 12, 2010 | 8:30 a.m. - 5:00 p.m. | $450 Per Person Register

General Ledger I
January 13, 2010 | 8:30 a.m. - 5:00 p.m. | $450 Per Person Register

Payables Management I
January 20, 2010 | 8:30 a.m. - 5:00 p.m. | $450 Per Person Register

Receivables Management I
January 21, 2010 | 8:30 a.m. - 5:00 p.m. | $450 Per Person Register

Bank Reconciliation I
January 22, 2010 | 8:30 a.m. - 12:30 p.m. | $250 Per Person Register

FRx Report Design Essentials I
February 18-19, 2010 | 8:30 a.m. - 5:00 p.m. | $900 Per Person Register
Obtain the skills to create basic and sophisticated financial reports using the three-dimensional FRx model of row formats, column layouts, and reporting tree building blocks. Create and maintain reports such as basic financials, consolidations, side-by-side financial reports, and forecasts. We will also cover complex calculations, remote Drill-Down Viewer, drag and drop reorganization of cost centers, and external spreadsheet linking.

FRx Report Design Essentials II
December 17-18, 2009 | 8:30 a.m. - 5:00 p.m. | $900 Per Person Register
March 9-10, 2010 | 8:30 a.m. - 5:00 p.m. | $900 Per Person Register
This class builds on the basic report design skills learned in Report Design Essentials I. Learn advanced report design including linking to external worksheet data, linking row formats, multi company consolidations, currency translation reporting and cash flow. Understanding these topics allows you to master the techniques necessary to create a more comprehensive suite of reports. Learn how to use links to extract data from a variety of sources including non-financial metrics maintained outside the general ledger. This course also teaches you how to use OLAP and XRBL output options. Take this course to become an advanced FRx user.

SmartList Builder with Excel Report Builder in Microsoft Dynamics GP
February 12, 2010 | 8:30 a.m. - 5:00 p.m. | $450 Per Person Register
Learn about the highly popular SmartList Builder, an add-on tool that dramatically increases the power and range of SmartList. SmartList Builder became available to purchase with the release of Microsoft Dynamics GP version 8.0 Extensions. Create your own SmartLists, linking data from Microsoft Dynamics GP and analyzing information according to your criteria. Streamline your workflow by learning to use integrated mathematical functions to add calculated fields to your SmartList windows. In addition, you will learn how to create Excel Reports using the new Excel Report Builder, which comes with version 10.0 of Microsoft Dynamics GP SmartList Builder. Discover how to create refreshable spreadsheets that eliminate static data issues and always guarantee one definitive version.

Using SQL Reporting Services with Microsoft Dynamics GP
February 26, 2010 | 8:30 a.m. – 5:00 p.m. | $450 Per Person  Register
This course explores report design, creation, enhancement, and deployment for SQL Reporting Services (SRS) with Microsoft Dynamics GP.  In this course you will understand how to install the SQL Server Reporting Services wizard, list available reports, models, and data sources.  You will be able to determine the needs to create a report, how to enhance a report by making modifications to the layout and modify properties.  In addition you will know how to publish the report in Report Designer and view it in Report Manager. Attend this course to learn this and more for SRS!

Fixed Assets I in Microsoft Dynamics GP 10.0
March 26, 2010 | 8:30 a.m. – 5:00 p.m. | $450 Per Person  Register
Gain an in-depth understanding of the Fixed Assets module. You will become familiar with setup instructions that will assist you in preparing the Fixed Assets module for data entry. During the course, you will create and maintain asset records as well as perform tasks such as asset transfers, depreciation and retirement. You will be asked to complete everyday tasks to help familiarize you with the product in every way.

Year End Procedures in Microsoft Dynamics GP
December 10, 2009 | 9:00 a.m. - 12:00 p.m. | $195 Per Person Register
December 15, 2009 | 9:00 a.m. - 12:00 p.m. | $195 Per Person Register
This course reviews all closing procedures for Inventory, Payroll, Receivables Management, Payables Management, Fixed Assets and General Ledger. Each student receives reference materials to take back to their office for future use.

For more information on Microsoft Dynamics training courses or questions on registering, please call TRG at 425.277.4760 or email us.