Microsoft Dynamics CRM

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• Applications in CRM (Sales, Marketing Automation, Service and Admin)

  This training provides individuals with the necessary tools to use Microsoft Dynamics CRM 4.0. The training focuses on the user interface and application functionality, specifically: Sales, Marketing Automation, Service and Service Scheduling. You can choose any or all of the functionality topics you need:

  1. Use the Microsoft Dynamics CRM user interface and application terminology
  2. Develop basic and advanced navigation and record maintenance
  3. Access the Microsoft Dynamics for Outlook functionality, including synchronization
  4. Perform planning and budgeting tasks related to marketing campaigns
  5. Create and manage customer lists
  6. Create marketing campaigns
  7. Manage campaigns and track campaign responses
  8. Create and maintain account, contact, and activity record management
  9. Schedule, administer and define services
  10. Use the advanced find functionality to evaluate customer data
  11. Access and maintain contracts, cases, the knowledge base and queues
  12. Create and manage accounts, contacts, leads, opportunities and activities
  13. Use the sales functionality, including lead, opportunity, quotes, orders, invoices and the product catalog

Microsoft Dynamics GP

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• Financial Series - Foundations

  The Foundation training is a full day class. The material covers the basic elements of Microsoft Dynamics GP. Topics covered in this material include: system and company setup procedures, how to use key reports and inquiries, how to use SmartLists to expand inquiry and analysis capabilities, business alerts, process server and tips for the user to personalize shortcuts and checklists to streamline business practices.

• Financial Series - General Ledger

  The Microsoft Dynamics GP General Ledger training is a full day class. The material covers the accounting cycle and the processes required to enter financial data into the system. This training material also shows you how to perform additional functions such as account reconciliation, budgeting, allocation, period-end and year-end closing procedures.

• Financial Series - Payables Management

  The Microsoft Dynamics GP Payables Management training is a full day class. The material delves into the accounting cycle and the processes required to enter vendor invoices and process checks. This training material also shows you how to perform additional functions such as adjustments, prepayments, month-end closing and cash flow control.

• Financial Series - Bank Reconciliation

  The Microsoft Dynamics GP Bank Reconciliation training is a half-day class. The material covers the accounting cycle and the processes required to manage cash receipts, cash disbursements and other transactions that affect checkbook balances. This training material shows you how to perform the reconciliation process, ensuring accuracy of your financial data and its relation to your financial institution.

• Financial Series - Fixed Assets

  The Microsoft Dynamics GP Fixed Assets training is a half-day class. The material delves into the accounting cycle and the processes required to enter, depreciate and retire fixed assets. This training material shows you how to perform additional functions such as changing asset information, mass changes, partial transfers, partial retirements and retirement undo.

• Financial Series - Receivables Management

  The Microsoft Dynamics GP Receivables Management training is a full day class. The material covers the accounting cycle and the processes required to enter invoices and receive payments from customers. This training material shows you how to perform additional functions such as credit memos, prepayments, small balance write off, print customer statements, enter and void scheduled payments and month-end closing procedures. Learn to set terms for calculating document discount dates and due dates, use balance forward and open-item statements, and apply any mix of the comprehensive service and finance charges available.

• Inventory Control

  The Microsoft Dynamics GP Inventory Control training is a full day class. The material covers 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.

• Purchase Order Processing

  The Microsoft Dynamics GP Purchase Order Processing training is a full day class. The material covers 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.

• Sales Order Processing

  The Microsoft Dynamics GP Sales Order Processing training is a full day class. The material covers the accounting cycle and the processes required to enter and ship sales orders. This training material 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.

• Dynamics GP Smartlist Builder

  Smartlist Builder is another half-day class that will focus on Smartlist Builder, the tool which allows you to expand upon Smartlists by linking multiple application tables and using predefined restrictions. Learn about the new feature Office excel report builder and how to create complex and multi-table reports that are refreshable. This course will also encompass the Office Excel Report Builder which allows you to create Excel reports with data connections to Microsoft Dynamics GP, to create multi-table reports that are refreshable.

• What’s New in GP 2010 & Preview Management Reporter

  This half-day class covers the new features in Dynamics GP version 2010 along with a preview of the new financial report writer module, Management Reporter.

Microsoft Dynamics SL

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• Financial Series - General Ledger

  The Microsoft Dynamics SL General Ledger training is a full day class. This training material explores the Microsoft Dynamics SL General Ledger and the accounting cycle and the processes required to enter financial data into the system. This material also shows individuals how to perform additional functions such as account/subaccount validation, budgeting, allocation, month-end closing and consolidation.

• Financial Series - Cash Manager

  The Microsoft Dynamics SL Cash Manager training is a full day class. This training material explores the features and benefits of the Microsoft Dynamics SL Cash Manager module. Individuals learn how to classify transactions by account type, view cash balances, reconcile bank accounts and project cash flows. Understanding these topics allows participants to access current cash balance information instantly while entering transactions, which may help with tracking what is in the bank on a daily basis.

• Financial Series - Payables Management

  The Microsoft Dynamics SL Payables Management training is a full day class. This training material delves into the accounting cycle and the processes required to enter vendor invoices and process checks. This material also shows individuals how to perform additional functions such as adjustments, prepayments, month-end closing and cash flow control. Individuals walk through topics and learn about: setting up vendor discount dates, reducing payable liabilities, selecting the right vouchers for payment by date, vendor, number, or custom query to control cash outlay.

• Financial Series - Receivables Management

  The Microsoft Dynamics SL Receivables Management training is a half-day class. This training material explores the accounting cycle and the processes required to enter invoices and receive payments from customers. This material 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 material 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.

• Purchasing

  The Microsoft Dynamics SL Purchasing training is a half-day class. The Microsoft Dynamic SL Purchasing training material explores the details for the Purchasing module from how to enter simple purchase orders with only three pieces of information: vendor ID, inventory item ID and quantity to everything else including unit cost, unit of measure and account/sub-account information, based on your business rules. This class discusses topics such as how units of measure, which can differ from an item's stock unit, are automatically converted on receipt to stock unit measures, to update inventory accurately. We discuss how to use the indicators on PO line items to indicate whether items are for internal use, such as office supplies, or for inventory, such as resale or production items.

• Project Management & Accounting

  The five day Project Management & Accounting in Microsoft Dynamics SL 7.0 training material explores project management from an accounting perspective. This training material will show you how to configure and utilize the four core Microsoft Dynamics SL Project modules which includes Controller, Allocator, Time & Expense for Projects and Flexible Billings.

• Customization Manager

  The Microsoft Dynamics SL Customization Manager training is a half-day class. This training material is designed to give individuals a comprehensive and practical overview of how to use the Microsoft Dynamics SL Customization Manager to modify standard Microsoft Dynamics SL application windows. This training material teaches individuals how to give a custom look to Microsoft Dynamics SL windows, meet specific system processing or security requirements, accommodate individual user needs, as well as provide a basic understanding related to the theory, tools and functions of the Customization Manager and Visual Basic for Application modules. This training material also provides definitions for terminology related to the Customization Manager such as objects, events, captions and headings.

• Year End Closing Procedures

  The Microsoft Dynamics SL Year End training is a half-day class (2 hours). The Dynamics SL year end course reviews all closing procedures for General Ledger, Accounts Payable and Purchasing, Inventory, Payroll and Project Controller modules.

Microsoft Dynamics Reporting (2 day classes)

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• FRx Financial Reporting – Beginner/Intermediate

  The skills learned in this two-day course enable you to take control of the financial reporting process, allowing you to be more productive and efficient in the way you create, generate and distribute financial information. Learning how to create and maintain reports, such as basic financials, consolidations, side-by-side financial reports and forecasts.

• FRx Financial Reporting – Advanced

  The concepts presented in this two-day course build on those in the beginner/intermediate course and take skills to the next level. Topics covered include multi-currency, importing and exporting to external spreadsheets, automated electronic distribution and report management.

• Management Reporter

  The skills learned in this two-day course enable you to build basic and advanced financial statements using Management Reporter. You will learn how to use the basic report building blocks in Report Designer and associate them with a variety of report definitions. You will also learn how to use reporting trees to present financials at the different responsibility levels within your organization.

• Sequel Reporting Services (SSRS)

  The SQL Server Reporting Services (SSRS) training is a full day class. The material covers the basic elements of creating and deploying reports using SSRS. Topics covered in this material include: introduction to Microsoft Visual Studio, use of wizards to create new report projects and individual reports, creation of reports without use of the wizard, creation of basic tabular reports, creation of graphs, creation and use of report parameters, report sorting and grouping functionality, report totals and deployment of reports to the SSRS report server.

• Crystal Reports

  The Crystal Reports training is a two-day course that covers the basics of Crystal Reporting concepts including formulas and creating sample reports. Connecting to Dynamics data will also be addressed as Crystal Reports is an external reporting application used with many different software packages. This class will ensure users understand the Dynamics SL table structures in order to produce meaningful reports