Training Center        Classes        Webinars        Training Schedule        Register

Webinars

gradient.jpg

Learn more about the software system that you use daily during these short webinars.

 

If you are on a support plan and would like to use one of your free class credits to attend a webinar, please contact Shaundra.

 

 

Date

Topic

Cost

 

August 1, 2017

10:30-11:30 CST

 

SmartList Designer

 

You already own SmartList Designer but probably aren't using it. During this deep-dive, you'll learn how to access SmartList Designer, how to set up new SmartLists, create favorites, access data strictly from Excel without entering GP, and more.


$49
register

August 24, 2017

11 a.m. to noon CST

 

Using Employee Self Service for Benefit Enrollment

 

Learn how to use the Employee Self Service in Dynamics GP to manage benefit enrollment. Learn what modules are required; how to set it up; and how employees use the setup to view current enrollment and perform enrollment tasks.


Learning Objectives:

  • Know what licenses are required to utilize self-service functionality.
  • Understand the setup of self-service.
  • Understand how employees use self-service to enroll in benefits.


$49
register

September 12, 2017

10:30-11:30 a.m. CST

 

Setting up and managing garnishments in the HR module

 

The Human Resources module in Microsoft Dynamics GP ensures that companies can manage every aspect of their HR needs from tracking job applicants to managing PTO and sick time. Wage garnishments are also easily streamlined in the payroll module. Mandatory garnishments can include: court ordered payments, child support, marital support, student loans and tax levies. During this session you'll learn how to set up and manage garnishments within the HR module of GP.


$49
register

September 14, 2017

10:30 - 11:30 a.m. CST

 

Go Paperless with DocLink for Dynamics GP

 

During this webinar, you will see how you can adopt Document Management in any department to:


• Eliminate filing and minimize data entry
• Reduce filing, faxing, searching and copying costs
• Allow users to retrieve supporting documents instantly and easily
• Easily route documents between offices to ensure timely approvals (even on the go!)
• Increase department productivity by as much as 40%
• Traditionally returns an ROI of nine months or less

 

Free

altec

register

 

September 21, 2017

11 a.m. to noon CST

 

Month End documentation equals an efficient year end audit

 

During this webinar, you’ll get professional guidance on what procedures to follow at month-end and how to organize your files for an efficient year end audit.


Learning Objectives:

  • understanding of which reports to run in each module
  • ability to identify when month end close was completed correctly
  • understanding of which documents the auditors need


$49
register

September 27, 2017

10:30 to 11:30 a.m. CST

 

Excel Budgeting Made Easier for GP Users

Does it take a long time to successfully import your financial budgets from Excel to Dynamics?


Do you spend hours trying to reconcile your budget after importing?


Register for this free webinar to learn more about a budgeting tool that integrates directly with Dynamics GP that will help you overcome the frustration and pitfalls of budgeting in Excel. Streamline your budgeting process and start saving time.

 

 

Free

full circle budget

register

October 3, 2017

11 a.m. to noon CST

 

Deciphering Power BI and OData in Dynamics GP

 

During this session you'll learn how (and why) to use Power BI and OData in GP.

Learning Objectives:

  • See how Power BI works on the GP homepage
  • Learn how GP OData works with Power BI
  • Learn how to use Power BI Desktop vs. Power BI Online vs. Power BI the App


$49
register

October 19, 2017

10 a.m. to noon CST

 

Understanding Job Cost: A Deep Dive

 

All Job Cost users should attend this session to understand the ins and outs of job cost tracking and reporting. During this session you'll learn how to assign costs to a specific job or project and track real-time finances and budgets. During this session, we'll cover: how to allocate overhead costs (indirect labor, warranty costs, quality control, etc), how to run a job profitability report, how to determine the overall labor and materials cost for each job.

 

$98
register

November 2, 2017

11 a.m. to noon CST

 

I have HR and Payroll. Now What?!

 

You have HR and Payroll (HRP) modules activated - now what? We will share a 'plan of attack' now that HRP is installed. Learn how to get beyond the basics with a high level HRP roadmap! Join us for this session and learn how to get the most out of HRP in the first few months.

Learning Objectives:

  • Best practices for leveraging configured HR & Payroll modules in Dynamics GP.


$49
register

November 8, 2017

10:30 - 11:30 a.m. CST

 

Liaison Messenger EDD Automated business form and report distribution for Dynamics GP

 

Liaison Messenger EDD by Liaison Software automates business form and report distribution for Dynamics GP. Use your existing reports (GP report writer, SSRS, Crystal, Management Reporter) and existing print procedures. Messenger EDD allows you to build automation scripts which then streamlines batch emailing, faxing, archiving and attaching supporting documents to outbound forms and reports.  Distribute to customers, vendors, internal employees, warehouses, etc. all based on the data being processed and the pre-determined rules you create upon initial setup. Attach supporting documentation - static attachments (Terms and Conditions to PO's) and/or variable attachments (attach outstanding invoices to Statements in one PDF.

 

Free

liason

register

December 12, 2017

10:30-11:30 a.m. CST

 

 

Increase Dynamics GP Performance with Company Data Archive

 

Company Data Archive (CDA) is an ideal way to move historical data from you ‘live’ GP company, to an ‘archive’ GP company. Archiving your data will reduce the size of your ‘live’ company database and improve system performance while posting, running reports, performing file maintenance, as well as day-to-day use of Dynamics GP.

 

Free

professional advantage

register

December 12, 2017

2:30-3:30 p.m. CST

 

A Crash-Course in Barcoding for Dynamics GP

 

Barcodes can be the most effective way for your team to reap efficiencies from Microsoft Dynamics GP. This brief session will leave you with a full understanding of how barcodes work and how they can be used to update Dynamics GP. Which scanners and printers work best? What is a GTIN, GS1, UDI, UPC, or other TLAs? You’ll learn how to expose advanced Dynamics GP functionality and close functional gaps using barcoding.

 

Free

Panatrack

register

December 14, 2017

11 a.m. to noon CST

 

Cash is King

 

In this session, learn about everything in Dynamics GP that can affect your cash balances. This includes bank reconciliation, accounts receivable and payable, e-reconcile, safe pay, EFT, and reporting.

Whether you need to forecast cash positions, create reports for banks and auditors, or just figure out why your G/L, bank reconciliation, and bank statements all show different numbers, this is the session for you!

Learning Objectives:

  • Learn better, more comprehensive cash management techniques & reporting while working within Dynamics GP.


$49
register