Module 1: Installation & Configuration

The purpose of this section is to provide students with the new features in the Microsoft Dynamics GP Installation. It focuses on changes to the CD setup and installation. In addition, the section presents information about how to set the forms, reports, OLE notes, and Letter Wizard locations when creating a client installation package.

Lessons

• CD Setup
• Installation Features
• Installation Changes
• Forms and Reports Location
• OLE Notes and Letter Wizard Location
• Create a Client Installation Package

Lab: Create a client installation package

After completing this module, students will be able to:

Module 2: Developer Tools

The purpose of this section is to provide students with the new features in the Microsoft Dynamics GP Developer Tools. It focuses on changes and additions to the Web Services for Microsoft Dynamics GP, Integration Manager, eConnect, the Software Development Kit.

Lessons

• Web Services - Row-level filtering
• Web Services - New web methods
• Integration Manager - Microsoft Dynamics GP eConnect Adapter
• Integration Manager - Additional adapter changes
• eConnect - Namespace change
• SDK - Field Service documentation addition

Lab: Use the Microsoft Dynamics GP eConnect Adapter

After completing this module, students will be able to:

Module 3: Business Intelligence

The purpose of this section is to provide students with the new features in the Microsoft Dynamics GP Business Intelligence. It focuses on new SQL Server Reporting Services and Report Scheduler features. In addition, the section presents information about Microsoft Office SharePoint Server 2007 integration.

Lessons

• SQL Server Reporting Services Reports
• Microsoft SQL Server Reporting Services Wizard
• Report Scheduler
• Microsoft Office SharePoint Server 2007 integrations
• Microsoft Office SharePoint Server Wizard

After completing this module, students will be able to:

Module 4: Business Portal

The purpose of this section is to provide students with the new features in the Business Portal 4.0. It focuses on the new Prerequisite Checker tool that can be used prior to installation. In addition, the section presents information about Microsoft Office SharePoint Server 2007 Integration, Search functionality, and new dashboards and navigation.

Lessons

• Prerequisite Checker
• Business Data Catalog and Search
• Business Data Profiles
• Crawling content
• Secure search data
• Entities available for Search
• Dashboards and list pages

After completing this module, students will be able to:

Module 5: Security

The purpose of this section is to provide students with the new features in the Microsoft Dynamics GP Security. It focuses on creating new security tasks and roles and assign them to users. In addition, the section presents information about how to setup security for alternate or modified forms and reports, how to copy security, and how to use the Security Synchronization Utility.

Lessons

• Setup Security Tasks
• Setup Security Roles
• Assign Tasks & Roles to Users
• Alternate and Modified Forms & Reports Access
• Setup User Security
• Copy User Security
• Synchronize Security

After completing this module, students will be able to:

Module 6: Foundation

The purpose of this section is to provide students with the key new features in the Microsoft Dynamics GP Foundation. The main focus is the new navigation options provided with the new action pane. The effects of registration changes are also discussed in this section.

Lessons

• Action Pane Functionality & Features
• Search functionality
• Excel Reports
• SmartList enhancements
• New SmartList views
• Registration changes

After completing this module, students will be able to:

Module 7: Financials

The purpose of this section is to provide students with the key new features in the Microsoft Dynamics Financial modules.

Lessons

• Budget Start & End Dates
• 1099 Enhancements
• Subledger Reconciler

After completing this module, students will be able to:

Module 8: Supply Chain

The purpose of this section is to provide students with the new features in the Microsoft Dynamics Supply Chain. It also focuses on how to use these features efficiently.

Lessons

• Two Step Transfers in Inventory Control
• Supply Chain - Expired Lots
• Manufacturing (MRP) Window Enhancements

After completing this module, students will be able to:

Module 9: Field Service

The purpose of this section is to provide students with the new features in the Microsoft Dynamics GP Field Service. It focuses on providing you with some perspective on why the new features are beneficial. In addition, the section presents the following main topics:

Lessons

• Lot Tracking
• Contract Move Line Window
• Billing Reversal Window
• Service and Task Codes

After completing this module, students will be able to:

Module 10: Human Resources & Payroll

The purpose of this section is to provide students with the new features in the Microsoft Dynamics GP Human Resources & Payroll.

Lessons

• HR Setup Checklist
• Retroactive Pay
• Garnishment Calculations
• Sequencing Tax Sheltered Annuities

After completing this module, students will be able to:

Module 11: Workflow

The purpose of this section is to provide students with the new features in the Microsoft Dynamics GP Workflow. It focuses on installing and administering workflow and using approvals workflows. In addition, the section presents information tracking the progress of a workflow through reporting, notifications, and email.

Lessons

• Installation & Administration
• GL, PM, & RM Batch Approval
• Sales Order and Purchase Order
• Field Service
• Reporting Workflow
• Workflow Notifications
• Email Task, Home Page, and List Page Integration

After completing this module, students will be able to: