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Microsoft Dynamics™ GP

Microsoft Dynamics™CRM

Foundation I
General Ledger I
Payables Management
Receivables Management
Bank Reconciliation
Fixed Assets

Foundation II
General Ledger II
Payables Management II
Receivables Management II
FRx Report Essential I
FRx Report Essential II
Human Resources (U.S.)
Human Resources with Payroll (U.S)
Integration Manager
Inventory Control
Payroll
Project Accounting
Purchase Order Processing
Report Writer
Sales Order Processing

Sales Management
Marketing Automation
Service Management
Service Scheduling
Installation & Configuration, 3 days
Data Migration
Administration, 2 days
Extending Microsoft CRM 3.0, 3 days

 

 

 

Microsoft Dynamics™ GP


8506 - Foundation I

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.
$450 USD

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8507 - General Ledger I

The one-day Microsoft Dynamics GP General Ledger course explores the accounting cycle and the processes required to enter financial data into the system. This course also shows you how to perform additional functions such as account reconciliation, budgeting, allocation, period-end and year-end closing procedures.A thorough understanding of these topics allows you to streamline monthly and year-end closing processes by learning how to automate routine activities such as account allocations, and reports. You learn how to accelerate data entry with transaction batch options while reducing data entry errors. This course also teaches you how to define default values that automatically populate data fields and gather the information you need to make better business decisions by exploring powerful inquiry and reporting options.
$450 USD

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8509 - Payables Management

The one-day Microsoft Dynamics GP Payables Management course delves into the accounting cycle and the processes required to enter vendor invoices and process checks. This course also shows you how to perform additional functions such as adjustments, prepayments, month-end closing, and cash flow control. A thorough understanding of these topics allows you to capitalize on vendor discount dates to reduce payable liabilities and easily select "the right" vouchers for payment by date, vendor, number, or custom query to control your cash outlay. You will learn to use comprehensive reporting features to present data in different ways, including many standard reports such as Aged Accounts Payables, Vendor Trial Balance, and Vendor Check Register. This course also teaches you how to define default values that automatically populate data fields and gather the information you need to make better business decisions by exploring powerful inquiry and lookup functions.
$450 USD

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8508 - Receivables Management

The one-day Microsoft Dynamics GP Receivables Management course explores the accounting cycle and the processes required to enter invoices and receive payments from customers. This course shows you how to perform additional functions such as credit memos, prepayments, small balance write off, print customer statements, enter and void scheduled payments, and month-end closing procedures. Learn to set terms for calculating document discount dates and due dates, use balance forward and open-item statements, and apply any mix of the comprehensive service and finance charges available. A thorough understanding of these topics allows you to apply payments and credit memos to specific unpaid invoices by using several automatic payment application options. This keeps customer payment information consistent and accurate. You learn to use comprehensive reporting features to present data in different ways, including many standard reports such as Aged Accounts Receivables, Customer Aged Receivables and the Receivables Trial Balance report. This course also demonstrates how to define default values that automatically populate data fields and gather the information you need to make better business decisions by exploring powerful inquiry and lookup functions.
$450 USD

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8510 - Bank Reconciliation ½ Day

The one-day Microsoft Dynamics GP Bank Reconciliation course explores the accounting cycle and the processes required to manage cash receipts, cash disbursements, and other transactions that affect checkbook balances. This course shows you how to perform the reconciliation process, ensuring accuracy of your financial data and its relation to your financial institution. A thorough understanding of these topics allows you to reconcile your checkbooks with your bank statements, keeping information consistent and accurate. You will learn to use comprehensive reporting features to preview data in different ways prior to performing the reconciliation process and as well as the Checkbook Register report which may be printed at any time. This course also teaches you how to define default values that automatically populate data fields and gather the information you need to make better business decisions by exploring powerful inquiry and lookup functions.
$225 USD

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8511 - Fixed Assets

The one-day Microsoft Dynamics GP Fixed Assets course delves into the accounting cycle and the processes required to enter, depreciate, and retire fixed assets. This course shows you how to perform additional functions such as changing asset information, mass changes, partial transfers, partial retirements, and retirement undo. A thorough understanding of these topics allows you to keep accurate records and learn to use comprehensive reporting features to present data in different ways. This course also teaches you how to define default values that automatically populate data fields and gather the information you need to make better business decisions by exploring powerful inquiry and lookup functions.
$450 USD

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8392 - Foundation II

The 1-day Microsoft® Business Solutions-Great Plains® Foundation II course expands on the basic topics covered in the Microsoft Great Plains Foundation I class. Topics covered during this session include: system setup procedures, data flow, how to use key reports and inquiries, how to use SmartList to expand inquiry and analysis capabilities, and tips and troubleshooting techniques to ensure the integrity of your financial data.
$450 USD

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8393 - General Ledger II

The one day Microsoft Great Plains General Ledger II course explores the accounting cycle and the processes required to enter financial data into the system. As well, this course will show you how to perform additional functions such as intercompany transactions, using organizational structures, account level security, and year-end closing procedures. A thorough understanding of these topics allows you to streamline monthly and year-end closing processes by learning how to automate routine activities such as reports. In addition, processes and functions that can increase efficiency and accuracy in the daily procedures will be explored. This course will also teach you how to maximize your reporting and analysis capabilities with inquiries and reports that can be customized to meet your specific business needs. You will learn tips for troubleshooting and maintaining data integrity.
$450 USD

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8394 - Payables Management II

The 1-day Microsoft® Business Solutions-Great Plains® Payables Management II course explores the accounting cycle and the processes required to enter financial data into the system. As well, this course shows you how to perform additional functions such as intercompany transactions, using multidimensional analysis and year-end closing procedures. A thorough understanding of these topics allows you to streamline monthly and year-end closing processes by learning how to automate routine activities such as reports. You will learn tips for troubleshooting and maintaining data integrity. This course also teaches you how to maximize your reporting and analysis capabilities with inquiries and reports that can be customized to meet your specific business needs.
$450 USD

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8395 - Receivables Management II

The 1-day Microsoft® Business Solutions-Great Plains® Receivables Management II course explores the accounting cycle and the processes required to enter financial data into the system. As well, this course shows you how to perform additional functions such as Refund Checks, using National Accounts, Multidimensional Analysis and year-end closing procedures. A thorough understanding of these topics allows you to streamline monthly and year-end closing processes by learning how to automate routine activities such as reports. You will learn tips for troubleshooting and maintaining data integrity. This course also teaches you how to maximize your reporting and analysis capabilities with inquiries and reports that can be customized to meet your specific business needs.
$450 USD

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8399 - FRx Report Essential I, 2-Days

FRx I teaches you important functionality and basic report design you need to realize immediate benefits from FRx. Even if you have experience using FRx to create reports, you will learn new reports and methods to distribute and analyze your company's financial information. This is a course designed for financial professionals on creating, maintaining and distributing presentation quality reports using FRx. Features covered include complex calculations, drag and drop reorganizations, rounding adjustments and account sets.
$900 USD

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8400 - FRx Report Essential II, 2-Days

FRx II teaches you complex FRx techniques necessary to create a comprehensive suite of financial and management reports. This is a course designed for financial professionals who need to create more sophisticated reports using FRx Desktop. You will learn advanced report design concepts that are required to analyze company information in today's challenging business environment.
$900 USD

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8382 - Human Resources (U.S.), 2-Days

This comprehensive course will provide you with an in-depth view of the extensive functionality contained within the Human Resources application. Besides learning the functionality, you will also learn tips and techniques that help make an implementation successful. NOTE: This class is for customers that have chosen to use the Human Resources product without Payroll. Please see the class schedule for Human Resources with Payroll Fundamentals if you also have Payroll, or you are already familiar with the Payroll product.
$900 USD

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8375 - Human Resources with Payroll (U.S) , 3-Days

This comprehensive course will provide you with an in-depth view of the extensive functionality contained within the Human Resources and Payroll applications. Besides learning the functionality, you will also learn tips and techniques that can help make an implementation successful, and you will gain a thorough understanding of the HR and Payroll applications and its capabilities.
$1350 USD

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8351 - Integration Manager, 2-Days

This course will show you how to integrate outside systems with your Great Plains accounting application through the use of tools designed to import records. Integration Manager provides you with the safest and easiest way to import business data into Great Plains. You'll find value in using Integration Manager for safely converting data into a new Great Plains installation, or as an ongoing way to integrate data from your external business databases, e-commerce solutions and desktop applications with Great Plains. In addition to Integration Manager, information will be provided on Table Import. Table Import enables you to quickly transfer data from other sources into Great Plains, regardless of module, table, operating system or database.
$900 USD

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8512 - Inventory Control

The Microsoft Dynamics GP Inventory Control course explores all aspects of the Inventory module from the initial setup of inventory items and the multiple methods of valuation supported, to the types of inventory transactions available and the tight integration to the Purchase Order Processing and Sales Order Processing modules. You learn how to control inventory challenges and maximize your company's net profits based on the way you do business. This course shows you how to define default inventory account numbers, COGS, variances, sites, product classes, valuation methods and more, which will improve efficiency and cut down on costly data entry errors. This course shows you how to group items for pricing, promotional, or analytical purposes and by type, such as finished goods, raw material, component, and more. You learn how to quickly find information such as inventory quantity on hand, quantity available, quantity on back order, costs, and list prices, and where to drill down to transaction details. You learn how to manage multiple sites, multiple bins within sites, negative quantities, and lot/serial numbers. You see how Lot/Serial Number tracking is streamlined during inventory transaction entry.
$450 USD

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8364 - Payroll

This course will help familiarize Customers with the intensive setup processes within Payroll. Students will also go through a payroll run and generate checks for a small group of employees. An overview of the vast reporting and inquiry capabilities and a discussion of period-end and year-end procedures will also be included.
$450 USD

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8516 - Project Accounting, 3-Days

The 3-day Microsoft Dynamics GP Project Accounting course explores project management from an accounting perspective. This course teaches you how to create Contracts, Projects, and Cost Categories, and you receive information about how to budget. You also learn how to enter costs for projects and perform both Time & Materials and Progress Billing. During this class, we discuss nearly every feature in the Project Accounting module. This course will also teach you how to define default values that automatically populate data fields and gather the information you need to make better business decisions by exploring powerful inquiry and lookup functions.
$1350 USD

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8513 - Purchase Order Processing

The Microsoft Dynamics GP Purchase Order Processing course explores the details for the purchasing module from how to enter simple purchase orders with minimal to very detailed information based on your own business rules. You learn to make informed decisions using a variety of comprehensive reports that enable you to negotiate the best prices with your vendors by understanding what products and services your company needs, the right time to order them, and the best vendors. You will learn how Purchase Order transactions integrate with the Microsoft Dynamics GP Inventory Control, General Ledger, Payables Management, Sales Order Processing, and Fixed Assets modules. You use the automatic Purchase Order Generator to warn you when inventory quantities are running and allow your business to take a proactive role to order new items. You learn how to enter receipts, track open orders, override unit costs, and receive quantities larger than original purchase orders. You discuss Standard Purchase Orders, Drop-Ship Purchase Orders, and Blanket Purchase Orders and how each of these can benefit your business needs. This class discusses topics such as how an item's receipt unit of measure can differ from an item's stocking unit of measure and how the receipt can automatically be converted to the stocking unit measures, so that inventory is accurately updated. You will also cover how to set up Vendor defaults, such as shipping addresses, accounts and sub accounts to be used on new Purchase Orders, which allows you to create Purchase Orders and Receipts with a minimum amount of manual data entry. You learn about Purchase order commitments in which you may "commit" a purchase order to a Back Order document in the Sales Order Processing Module.
$450 USD

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8517 - Report Writer, 2-Days

The two-day Microsoft Dynamics GP course on Report Writer helps prepare students to set up and begin to use Report Writer. It focuses on the different ways to configure theapplication in a networked environment. It focuses on how Report Writer can be used to customize reports to best meet your needs. You learn how to modify existing reports or create custom reports to maximize the information you receive from the accounting system. Students completing this course should have a good basic understanding of Report Writer functionality and capabilities. Financial statements are not formatted using Report Writer and are not covered in this course.
$900 USD

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8349 - Sales Order Processing

This course develops in-depth knowledge of the accounting functionality available in the module of Sales Order Processing. You will be simulating the setups you will encounter when setting up your system. You will be prepared to handle tasks such as creating orders and invoices, handling daily procedures, and developing problem-solving techniques.
$450 USD

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Microsoft Dynamics™ CRM



8521 - Sales Management

This one-day course explores the Microsoft CRM application from a user's perspective. Application functionality covered in the course includes Core CRM Navigation, User Interface, Outlook Client, and the Sales Management module. This application course does not include materials or instructor discussion of Microsoft CRM Installation, Application Configuration, Workflow Configuration, Customization, Back Office Integration or Data Migration. This course teaches the processes and functionality used by sales managers and sales representatives. The course begins with an introduction to the core concepts of Microsoft CRM then an overview of the sales processes. Subsequent lessons explore the sales concepts in greater detail. A thorough understanding of the sales processes in Microsoft CRM helps you to get the most out of your system.
$450 USD

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8522 – Marketing Automation

This one-day course explores the Microsoft CRM application from a user's perspective. Application functionality covered in the course includes:

  • Core CRM Navigation
  • User Interface
  • Outlook Client
  • Marketing Automation module

This application course does not include materials or instructor discussion of Microsoft CRM Installation, Application Configuration, Workflow Configuration, Customization, Back Office Integration, or Data Migration. This course teaches the processes and functionality used by marketing managers and marketing representatives. It begins with an introduction to the core concepts of Microsoft CRM and then an overview of the marketing automation processes. Subsequent lessons explore the marketing concepts in greater detail. A thorough understanding of the marketing processes in Microsoft CRM helps you to get the most out of your system.
$450 USD

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8523 – Service management

This one-day course explores the Microsoft CRM application from a user's perspective. Application functionality covered in the course includes Core CRM Navigation, User Interface, Outlook Client, and the Service module. This application course does not include materials or instructor discussion of Microsoft CRM Installation, Application Configuration, Workflow Configuration, Customization, Back Office Integration or Data Migration. This course teaches the processes and functionality used by Service managers and Service representatives. The course starts with an introduction to the core concepts of Microsoft CRM and then an overview of the Service processes. Subsequent chapters explore the Service concepts in more detail. A complete understanding of the service processes in Microsoft CRM helps you receive the most out of the system.
$450 USD

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8524 – Service Scheduling

This one-day course explores the Microsoft CRM application from a user's perspective. Application functionality covered in the course includes Core CRM Navigation, User Interface, Outlook Client, and the Service Scheduling module. This application course does not include materials or instructor discussion of Microsoft CRM Installation, Application Configuration, Workflow Configuration, Customization, Back Office Integration, or Data Migration. This course teaches the processes and functionality used by service scheduling managers and service schedulers. The course starts with an introduction to the core concepts of Microsoft CRM then an overview of the service scheduling processes. Subsequent lessons explore the service scheduling concepts in more detail. A complete understanding of the scheduling processes in Microsoft CRM helps you receive the most out of the system.
$450 USD

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8526 – Installation and Configuration, 3 Days

This three-day instructor-led course provides students with the knowledge and skills to install and configure Microsoft CRM 3.0. The course explores the components used within a Microsoft CRM deployment, the hardware and software requirements needed to successfully deploy Microsoft CRM, and the installation instructions for the three primary Microsoft CRM components: the Microsoft CRM Server, the Exchange E-Mail Router, and the Microsoft Office for Outlook Client. Configuration topics include business management functions but do not include materials or instructor discussion on Microsoft CRM Workflow Configuration, Customization, or Back Office Integration.
$1350 USD

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8530 – Data Migration

This one-day instructor-led course provides students with the knowledge and skills to install and implement the Microsoft CRM 3.0 Data Migration Pack. This course addresses the components involved in planning a data migration project, the installation of the Data Migration Pack, preparing Microsoft CRM for data migration, components of the Data Migration Pack, initialization and structure of the CDF database, loading source data into the CDF database, cleansing the data, and then migrating the data into Microsoft CRM. The course reviews the migration tools contained within the Data Migration Framework for migrating data As well as examines the planning tools included in the Data Migration Pack that drive the data migration planning process. This course does not include materials or instructor discussion of Microsoft CRM Integration for Great Plains.
$450 USD

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8529 – Administration, 2 Days

This two-day instructor-led course provides students with the knowledge and skills to plan, develop, and apply, and examine administrative tasks within Microsoft CRM 3.0. This course is intended for people who plan to install, implement, configure, or support Microsoft CRM 3.0. The course is targeted toward administrators, implementers, developers, and consultants who need to understand the technical aspects and administrative functionality of Microsoft CRM. The course is not intended for non-technical staff.
$900 USD

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8531 – Extending Microsoft CRM 3.0, 3 Days

This three-day instructor-led course provides students with the knowledge and skills to develop extensions for Microsoft CRM 3.0. The course focuses on extension methods documented in the Microsoft CRM 3.0 SDK. It includes content on Microsoft CRM Web Service programming, creating and configuring workflow .NET assemblies and business logic extensions (callouts), advanced client-side scripting, application integration capabilities and how to create a customer portal solution that connects Microsoft CRM 3.0 to the internet.
$1350 USD

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For information contact:
akatraining@interdyn.com