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Mastering Navigation in Microsoft Dynamics GP: Workshop Overview by Howard Swerdloff

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Join Howard Swerdloff from Global Tower Partners as he guides you through the navigation features of Microsoft Dynamics GP in this comprehensive workshop. You'll learn to identify system-wide features, customize user preferences, and utilize the navigation pane for efficient access to various windows. Explore key components like menus, toolbars, and help options. This hands-on training will equip you with the skills to manage transactions, inquiries, and reports, while enhancing your overall user experience in Dynamics GP.

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Mastering Navigation in Microsoft Dynamics GP: Workshop Overview by Howard Swerdloff

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Presentation Transcript

  1. GEN16: Dynamics-GP Navigation Part 1 Presented by: Howard Swerdloff Global Tower Partners

  2. Workshop Objectives • Identify common system-wide features and navigation options in Microsoft Dynamics-GP. • Set user preferences. • Use the navigation pane for quicker, easier access to windows in Dynamics-GP. • Use the Help menu options.

  3. Navigation Pane Navigation Pane Main Dynamics-GP Application Window

  4. Basic Elements Address Bar

  5. Help Menu Help Menu

  6. Layout Button Layout Button Show additional Toolbars

  7. Basic Elements Main Toolbar

  8. Demonstration

  9. Menus • Microsoft Dynamics-GP or Application Menu contains system related functions such as Maintenance, Reminders and User Preferences. • Transactions allows access to transaction entry screens. • Inquiry menu provides access to windows for viewing existing transactions (organized by series). • The Reports Menu provides access to create report options and print reports (organized by series) • The Cards Menu provides access to master records such as customers, vendors, chart of accounts.

  10. Menus

  11. Windows Menus • File • Allows access to print setup • Edit • Options to select, cut, copy and paste text items within a window • Insert or delete rows in scrolling windows • Tools • Access to customization and integration tools • Most of these are available under the application menu as well • Help • Access printable manuals, orientation training and window help • Additional menus in some windows (View, Additional, Options)

  12. Zoom Pointers and Link Fields • Zoom Pointer • Mouse turns into pointing hand when moving over certain fields • These fields are called Link Fields • Link Fields • Can appear in different colors depending on your user preferences • 3 types of zoom or link fields • Summary: view detailed information behind a summary • Transaction: view the transaction behind transactional information • Card zooms: view original setup information

  13. Lookup Button • Lookup Buttons are used to display a lookup window, showing all existing values for the field next to the button. • The following functions are available within lookup windows • Select or find a record • Open the setup window of the record • Create a new record • Expand displayed information • Change the sort order • Restrict the list of records

  14. Browse Buttons • Used to scan records displayed in a window • Use the drop-down menu next to certain browse buttons to select the order the records display in • First button moves to first record in the list • Second moves to the previous record • Third moves to the next record • Fourth moves to the last record in the list

  15. Demonstration

  16. Expansion Buttons • Used to view additional information concerning the field it is attached to • An arrow visually indicates an expansion window

  17. Hide / Show Details • Contract / Expands the information in scrolling windows • Top button hides details • Bottom button shows details

  18. Date Fields • Dates can be entered using the calendar icon • Clicking “today” at the bottom of the calendar will select today’s date. • You can also right click and choose “go to today” • Enter the month and date to enter a date in the same year • Enter a day to default to the same month and year

  19. User Preferences • Apply to all companies, but only the currently logged in user. • From the application menu, choose “User Preferences”

  20. User Preferences • General Options • Horizontal Scroll Arrows • Default print destination for reports • Key used to move between fields • Default sales document type in Sales Order Processing • Distributed Processes Option • Mapping Options

  21. User Preferences • Other User Preferences • Reminders • Select applicable check box for each desired event and enter the number of days preceding the event for the reminder to display • Click the new button to add custom reminders based on Smartlist.

  22. User Preferences • Tasks • Click Task List from the Reminders preferences window • Use the task list to view a list of tasks the user assigned and the status • Click “New Task” to open the task window and create a new task.

  23. Demonstration

  24. Navigation Pane • Also called the shortcut Bar • Use to move within Dynamics-GP without using a toolbar • 3 components • Shortcuts • Lists • Series Buttons Shortcuts Navigation Pane Lists Series Buttons

  25. Navigation Pane • Reminder: If you do not see the navigation pane, select the layout button to the right of the address bar. • Customized per user • Can be resized by dragging the right border to the left or right. • Additional series buttons can be displayed • Shortcuts can be added.

  26. Demonstration

  27. Dynamics-GP Navigation Thank you for attending! Howard Swerdloff Global Tower Partners hswerdloff@gtpsites.com http://www.linkedin.com/in/hswerdloff

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