Training Class Descriptions

Applications in Microsoft Dynamics CRM 4.0
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.

FRx Report Design Essentials I
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
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.
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SmartList Builder with Excel Report Builder in Microsoft Dynamics GP
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
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! *SQL knowledge is a prerequisite for this class.

Fixed Assets I in Microsoft Dynamics GP 10.0
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.