Introduction to Microsoft Dynamics GP 2013

Kevin Schimke | Project Manager – LeX Business Productivity Team

Meet Kevin Schimke| ‏LeX Business Productivity Team What my team does –Manage learning projects for Microsoft products –Dynamics AX, Dynamics NAV, Dynamics GP, Dynamics CRM, Dynamics SL My Background –Microsoft, Fargo, ND –20+ years of Microsoft/Great Plains experience –Certified Trainer for Microsoft Dynamics GP for many years –17 years of training experience

Course Topics Introduction to Microsoft Dynamics GP | Microsoft Dynamics GP Overview 02 | Basic Elements

Setting Expectations Target Audience –Potential new customers who are interested in Microsoft Dynamics GP 2013 as a possible solution for their business, and are looking for some basic information about the product. –New customers who have not started or just started using Microsoft Dynamics GP and want to familiarize themselves with key standard system-wide functionality. Suggested Prerequisites –Some general accounting/finance knowledge –Some basic computer and Windows skills

Introduction to Microsoft Dynamics GP 2013 Module 1:Microsoft Dynamics GP Overview

01 | Microsoft Dynamics GP Overview Kevin Schimke | Project Manager – LeX Business Productivity Team

Introduction Modules and Functionality Integration User Preferences Security Basics Module Overview

Introduction What is Microsoft Dynamics GP? Potential Customers and Product Insights Introduction

Product Focus Financial Management Manufacturing Supply Chain Management Business Intelligence and Reporting IT Management Service and Project Management Risk Management Human Resource Management

Modules and Functionality Financial Series –General Ledger –Bank Reconciliation Sales Series –Receivables Management –Sales Order Processing Purchasing Series –Payables Management –Purchase Order Processing Other Key Functionality –Inventory –Fixed Assets –Payroll and Human Resources –Multicurrency –Tools

Integration Microsoft Dynamics GP integrates and uses many other Microsoft applications such as Word, Excel, Lync, MapPoint, SQL Server and Dynamics CRM to help your business improve productivity. Integration occurs between modules to reduce repetitive transaction entry, and reduce data entry errors. This helps increase your productivity.

User Preferences The User Preferences window is used to customize the way Microsoft Dynamics GP windows and options appear according to an individual’s preferences. To open this window, click Microsoft Dynamics GP on the Main Toolbar, and then click User Preferences.

User Display Preferences Each user can make choices Selections do not affect others Selections can be changed later Additional setup may be required

Security Basics System and Company Security: A system password can be used to lock key system windows; users can be granted access on a per company basis. User Security: Individual security is role-based in Microsoft Dynamics GP. Users must be assigned to a security role before they can access any forms, reports, or other data in Microsoft Dynamics GP. To assign user security, identify the daily tasks that the user will complete in Microsoft Dynamics GP. Then, select from the default security roles or create new security roles that only grant access to the tasks that the user must have. Security Tasks: Security tasks are assigned to roles. The security tasks grant access to windows, reports, files, and other resources in Microsoft Dynamics GP. Users must have access to the security tasks so that they can complete a specific task. Security Roles: Security roles include the security tasks that users must have access to so that they can do their jobs. Roles are then assigned to individual users of Microsoft Dynamics GP. Security Basics

Understand some of the key functionality available in Microsoft Dynamics GP How transactions flow and integration occurs within the application Identify options for user’s to personalize how the product works Understand basic security options in Microsoft Dynamics GP What We Learned – Module 1: Microsoft Dynamics GP Overview