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

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

3. 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

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

5. 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

6. 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

7. 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

8. 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:

10. 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

11. 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

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

13. BREAK

14. GP NAVIGATION & SHORTCUTS
Presented by: Amber Bell

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

16. 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

18. 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

19. 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!

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

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

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

24. My Reports

25. 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

26. GP Toolbar

28. 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.

29. GP Toolbar - Renaming Windows

30. Recommended “Standard” Toolbar

31. Navigation Pane Shortcuts

32. Navigation Pane – Keyboard Shortcuts

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

34. User Preferences

35. 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

36. Navigation Pane

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

39. Copying User Settings

40. PSTL – Copy Navigation Pane Shortcuts

41. Copying User Settings and Security

42. Navigation Lists

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

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

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

47. Bonus Tips!

48. Enabling Excel Reports

49. SmartList Export Solutions

50. Amber J. Bell Training Dynamo, LLC
Phone: (203)
@trainingbyamber
Website:
Blog:

51. BREAK

52. GETTING THE MOST OUT OF GPUG
Presented by: Sharon Hine

53. 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

54. ROUNDTABLE & CHAPTER BUSINESS
Topic: Chapter Leadership

55. 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

56. 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!

57. THANK YOU FOR ATTENDING!