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Microsoft Dynamics 365 & GP Training


Make your company more productive via our Award-winning Dynamics Training services. 

Why Get Your Microsoft Dynamics 365, AX, GP and CRM Training With Us
Our experienced team of Microsoft Master Certified Trainers has trained thousands of students nationwide. Every class offers certified courseware, hands-on exercises, and interaction with other Microsoft Dynamics users. Our master certified instructors' teaching skills, application expertise, and real-world experience benefit both new and seasoned Dynamics software users. Our award-winning training staff includes the 2008 Microsoft Dynamics Trainer of the Year for all of North America. 

Courses by Dynamics application and function include: 

Accounts Payable
This one-day course delves into the accounting cycle and the processes required to enter vendor invoices and process checks. This course also shows students how to perform additional functions such as adjustments, prepayments, month-end closing, and cash flow control. 

Accounts Receivable
This one-day course explores the accounting cycle and the processes required to enter invoices and receive payments from customers. This course shows how to perform additional functions such as credit memos, prepayments, small balance write off, print customer statements, reverse and void payments, and month-end closing. Also included in the course are: setting terms for calculating document discount dates and due dates, using balance forward and open-item statements, and applying any mix of the comprehensive service and finance charges available. 

Bank Reconciliation
The one-day 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. 

Best Practices
This custom-developed one day class will cover best practices gathered from our experience working with our hundreds of Dynamics GP clients. We will solicit the participants’ desired areas of focus and share best practices based on those interests. Tips and tricks will be shared in navigating the system, using smartlists, and selecting optimal settings. We will also cover posting accounts and fiscal periods, the general ledger, and using checkbooks. Concepts will be reinforced through live exercises in the software. 

Fixed Assets
The one-day Fixed Assets course delves into the accounting cycle and the processes required to enter, depreciate, and retire fixed assets. This course shows how to perform additional functions such as changing asset information, mass changes, partial transfers, partial retirements, and retirement undo. 

FRx (2 days)
This training covers the basic report design skills you need to create, maintain, and distribute presentation quality reports using Microsoft FRx. It also includes coverage of additional functionality designed to help you create new reports, and distribute and analyze your company's financial information. You learn about basic foundational skills, complex calculations, drag-and-drop reorganization, rounding adjustments, and account sets. 

General Ledger
This one-day General Ledger course explores the accounting cycle and the processes required to enter financial data into the system. This training material also shows how to perform additional functions such as account reconciliation, budgeting, allocation, period-end and year-end closing procedures. Microsoft Dynamics 365, AX, GP, and CRM Administrator Training Administrator training sessions are designed to address the needs of persons who support the on-going technical operation of the application. This training is customizable to your individual needs but can cover topics such as user creation and security roles, client installation, custom configuration, queries to excel reports, maintenance plans, and workflow administration. 

Microsoft Dynamics 365, AX, GP, and CRM User Training
Adequate training is a key to successful implementations with high user adoption rates. Our Microsoft Dynamics 365, AX, GP, and CRM user training sessions can be based your customized system and unique data. Certified Trainers will work with you to identify a specific itinerary and train your staff on exactly what they need to know to use the system successfully. Whether your team needs a refresher, training on an upgraded system, or new user training, we can help. 

Human Resources (2 days)
This comprehensive course provides 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 can help make an implementation successful, and you will gain a thorough understanding of the HR application and its capabilities. 

Integration Manager
The one-day Integration Manager course develops your understanding of how to integrate outside systems with the Microsoft Dynamics GP accounting application through the use of tools designed to import records. You will find value in using Integration Manager for converting data into a new Microsoft Dynamics GP installation, or as an ongoing way to integrate data from your external business databases, e-commerce solutions and desktop applications with Microsoft Dynamics GP. Inventory Control The 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. 

Payroll
This course provides an in-depth view of the extensive functionality contained within the Payroll application. Besides learning the functionality, this course also explains tips and techniques that can help make an implementation successful, and gain a more thorough understanding of the Payroll application and its capabilities. 

Purchase Order Processing
The Purchase Order Processing in Microsoft Dynamics GP 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. In depth learning is achieved through hands-on exercises and one-on-one interaction with our expert instructors. 

Sales Order Processing
The Microsoft Dynamics GP Sales Order Processing course explores the accounting cycle and the processes required to enter and ship sales orders. This training shows you how to easily manage the life-cycle of your customer’s order from the initial quote to the shipment documentation and final invoicing. You learn how to perform additional functions setting up process holds for quality assurance and linking order documents to purchase orders. You will receive tips and tricks to increase productivity and efficiency related to this process. 

Smartlist Builder
SmartList Builder is a Microsoft Dynamics GP add-on that allows you to create your own SmartLists. This course discusses some of the options available to create and define your own SmartLists using SmartList Builder. It will also cover adding restrictions to SmartLists, creating calculated fields and Go To’s, and field formatting options that are available when you use SmartList Builder. Security options and import/export capabilities will also be discussed in this course.