Ottawa, ON CHAPTER MEETING WELCOME TO YOUR COMMUNITY Ottawa, ON CHAPTER MEETING October 8, 2019

INTRODUCTIONS Name Company & Role Microsoft Dynamics GP Version Will you be attending Summit 2019 in Orlando? How long have you been using Dynamics GP?

TODAY’S AGENDA 9:00am Welcome & GPUG News 9:30am Commissionaires Member Showcase 9:45am GP Navigation & Shortcuts by Amber Bell 10:45am Break 11:00am Getting the Most out of GPUG by Sharon Hine 12:00pm Break 12:15pm Lunch, Roundtable Discussions & Chapter Business

Please contact Pam Mueller: pam.mueller@dynamiccommunities.com 2019 ANNUAL CHAPTER SPONSORS (US & Canada) Please contact Pam Mueller: pam.mueller@dynamiccommunities.com

Microsoft wants to hear from you on how to improve Dynamics! SHARE YOUR IDEAS! Speaking points for LEADERS This slide is a reminder that everyone has a talent! Share it with others by getting involved as a Volunteer in the user group. Complete your volunteer profile on the user group homepage, and indicate where you would like to get involved.   There are many options and ways to get involved. Write a blog or an article for the magazine, serve on a committee, present a webinar – the opportunities are endless and we would love to have you share your knowledge. Be sure to fill out the volunteer profile, but if anyone is interested in helping lead or support the local chapter community, you should also speak directly with the leadership team ideas.dynamics.com

GET INVOLVED Present. Instruct. Serve. Write. Become a Chapter Leader! What is your volunteer forte? Learn more & complete your volunteer profile. From your Users Group homepage: Learn and Engage > Volunteer Your Time Speaking points for LEADERS This slide is a reminder that everyone has a talent! Share it with others by getting involved as a Volunteer in the user group. Complete your volunteer profile on the user group homepage, and indicate where you would like to get involved.   There are many options and ways to get involved. Write a blog or an article for the magazine, serve on a committee, present a webinar – the opportunities are endless and we would love to have you share your knowledge. Be sure to fill out the volunteer profile, but if anyone is interested in helping lead or support the local chapter community, you should also speak directly with the leadership team

THE MEMBERSHIP DIFFERENCE... MEMBERSHIP HAS ITS BENEFITS THE MEMBERSHIP DIFFERENCE... Unlimited On-Demand Access to the full library of educational How-to Webinars Deep Discounts to your favorite events and training Build your Professional Network using the Member Directory One Stop Shop for all things Dynamics GP! This is your User Group – where you belong Unique opportunities to interact with Microsoft Visit gpug.com/membership/join to get started today! Speaking points for LEADERS This slide is a reminder that everyone has a talent! Share it with others by getting involved as a Volunteer in the user group. Complete your volunteer profile on the user group homepage, and indicate where you would like to get involved.   There are many options and ways to get involved. Write a blog or an article for the magazine, serve on a committee, present a webinar – the opportunities are endless and we would love to have you share your knowledge. Be sure to fill out the volunteer profile, but if anyone is interested in helping lead or support the local chapter community, you should also speak directly with the leadership team

DYNAMIC COMMUNITIES EVENT CALENDAR Dynamics GP Tech Conference Fargo | September 9-11 eXtreme365 North America Orlando | October 13-16 User Group Summit North America Orlando | October 15-18 Power Platform Summit North America Power Platform World Tour Calgary | October 3-4 São Paulo | October 3-4 Mexico City | October 23-24 Vienna| October 29-30 Dublin | October 30-31 Munich | November 5-6 Madrid | November 13-14 DYNAMIC COMMUNITIES EVENT CALENDAR NOT SURE WHICH CONFERENCE IS RIGHT FOR YOU? VISIT: WWW.DYNAMICCOMMUNITIES.COM/CONFERENCES

ACADEMY TRAINING EXPERT KNOWLEDGE. QUESTIONS ANSWERED. BEST PRACTICES. The premier learning destination for all Microsoft Dynamics & Power Platform professionals On-Site Training On Demand Training Distance Learning EXPERT KNOWLEDGE. QUESTIONS ANSWERED. BEST PRACTICES. TRAINING & EDUCATION. Get the boost you need to achieve professional success! Paid Dynamics Members receive a 20% discount All Academy courses offer the opportunity to earn CPE credits

Upcoming Academy Offerings Dynamics GP Best Practices: Efficiencies, Tips & Tricks for the Newer User – Nov 13 Project Accounting – Nov 14 Best Practices for Month-end and Year-end Close – Nov 20 Management Reporter – Nov 21/22 Field Services – Dec 12 Many, many Power Platform classes https://www.gpug.com/academy

MEMBER SHOWCASE Presented by: Patrick Britton & Roger Wehbe, Commissionaires Ottawa

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GP NAVIGATION & SHORTCUTS Presented by: Amber Bell

GP Navigation and Shortcuts Amber J. Bell – Training Dynamo, LLC

Amber J. Bell Training Dynamo, LLC Microsoft Dynamics GP consultant since 1999 GPUG All-Star Microsoft Dynamics Credentialing Committee Member GPUG Academy Instructor Published and Wrote: Microsoft Dynamics GP – Year-End Closing Workbook! Microsoft Dynamics GP – User Workbook! LinkedIn: Amber J. Bell Company Twitter: TrainingDynamo Personal Twitter: TrainingByAmber

Goals for Today’s Session Make your clients into “Raving Fans” by showing them simple tips and tricks for navigating in Microsoft Dynamics GP! Find out why you need to insist on Navigation training for all new clients (especially if they recently picked you as their GP Partner)! You will walk out of today’s session with a proven training agenda that you can use with your customers

Why Do Your Clients Need Navigation Training? Self-Taught users can usually figure out how to do their job, but they waste time and can be frustrated!

“Make Yourself at Home “ Tips and Tricks for Setting Up the Home Page

Home Sweet Home! Select the Homepage Role Add/Remove Quick Links Create Reminders Examples: New Customers; 1099 Vendors Using “My Reports”

Quick Links GP Window GP Navigation List – FASTER and EASIER to do from the Navigation List view! Web Page External program or file

My Reports

bit.ly/RepurposeGPConnect Read David Musgrave’s blog here: bit.ly/RepurposeGPConnect You can also repurpose the Insights Page. Read David’s blog for more info: bit.ly/GPHomepageWebsite

GP Toolbar

Super Cool Toolbar Tricks Setup the “Standard” Toolbar with helpful shortcuts Process Monitor Close All Windows Exit Change settings to show “Image and Text” Renaming Shortcuts on the Toolbar updates all references to the window for that User.

GP Toolbar - Renaming Windows

Recommended “Standard” Toolbar

Navigation Pane Shortcuts

Navigation Pane – Keyboard Shortcuts

The All-Time Most IMPORTANT Microsoft Dynamics GP Tip!!

User Preferences

User Preferences Changing setting for “Entry” key is a HUGE for some users! Show users how to clean up “Autofill” entries Clean Slate option under “User Preferences” Right-Click to remove 1 entry at a time. Set time limit and maximum records Change Default SOP Transaction Type

Navigation Pane

Navigation Pane Shortcuts Using Folders Startup Folder Keyboard Shortcuts Adding Shortcuts from GP Window (File > Add to Shortcuts) Macros Show/Hide Modules

Copying User Settings

PSTL – Copy Navigation Pane Shortcuts

Copying User Settings and Security

Navigation Lists

Adding Columns Click on the name of a SAVED Navigation List View Click Customize Click the blue arrow by “Action Pane”

Customizing the Action Pane Click on the name of a SAVED Navigation List View Click Customize Click the blue arrow by “Action Pane”

Navigation Lists – Troubleshooting Issues GP2018 R2 – Option to Turn Off Business Analyzer Shawn Dorward’s Blog with SQL Script fix for Older Versions: http://bit.ly/LifeHackBusinessAnalyz er

Bonus Tips!

Enabling Excel Reports

SmartList Export Solutions

Amber J. Bell Training Dynamo, LLC Email: amber@trainingdynamo.com Phone: (203) 308-5144 Twitter: @trainingdynamo @trainingbyamber Website: www.trainingdynamo.com Blog: www.trainingbyamberbell.com

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GETTING THE MOST OUT OF GPUG Presented by: Sharon Hine

GPUG Portal Highlights Review your Profile & Connect with Me Chapter Meetings & discussions (free) Participate Discussions (free) Webinars (free) Academy Classes ($) Resources GP Sandbox (free) Magazine (free) Product Feedback (Microsoft) Attend a GPUG Conference ($$$) GPUG Portal Highlights GPUG Resource: Video Start at 2:17

ROUNDTABLE & CHAPTER BUSINESS Topic: Chapter Leadership

Chapter Business Chapter Leadership Next Meeting Sharon off on Maternity Leave Will support a co-chair in preparing and running the next meeting Next Meeting December or January? Location: Commissionaires or other? Might depend on the co-chair Topics: please send ideas

MEETING DATES & FEEDBACK: Next Date & Time: Location: Educational Topics: Ideas? *Be sure to REGISTER for the next meeting FEEDBACK on today’s meeting? Go to your local community page and complete the survey!

THANK YOU FOR ATTENDING!