Introduction to Microsoft
Dynamics GP 2013
Kevin Schimke | Project Manager – LeX Business Productivity Team
Meet Kevin Schimke| LeX Business Productivity
Team
• What my team does
– Manage learning projects for Microsoft products
– Dynamics AX, Dynamics NAV, Dynamics GP, Dynamics
CRM, Dynamics SL
• My Background
– Microsoft, Fargo, ND
– 20+ years of Microsoft/Great Plains experience
– Certified Trainer for Microsoft Dynamics GP for many
years
– 17 years of training experience
Course Topics
Introduction to Microsoft Dynamics GP 2013
01 | Microsoft Dynamics GP Overview
02 | Basic Elements
Setting Expectations
• Target Audience
– Potential new customers who are interested in Microsoft Dynamics GP
2013 as a possible solution for their business, and are looking for some
basic information about the product.
– New customers who have not started or just started using Microsoft
Dynamics GP and want to familiarize themselves with key standard
system-wide functionality.
• Suggested Prerequisites
– Some general accounting/finance knowledge
– Some basic computer and Windows skills
Introduction to Microsoft
Dynamics GP 2013
Module 1: Microsoft Dynamics GP Overview
01 | Microsoft Dynamics GP Overview
Kevin Schimke | Project Manager – LeX Business Productivity Team
Module Overview
• Introduction
• Modules and Functionality
• Integration
• User Preferences
• Security Basics
Introduction
• What is Microsoft Dynamics GP?
• Potential Customers and Product Insights
Product Focus
Financial Management
Manufacturing
Supply Chain Management
Business Intelligence and Reporting
IT Management
Service and Project Management
Risk Management
Human Resource Management
Modules and Functionality
• Financial Series
– General Ledger
– Bank Reconciliation
• Sales Series
– Receivables Management
– Sales Order Processing
• Purchasing Series
– Payables Management
– Purchase Order Processing
• Other Key Functionality
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Inventory
Fixed Assets
Payroll and Human Resources
Multicurrency
Tools
Integration
Microsoft Dynamics GP integrates
and uses many other Microsoft
applications such as Word, Excel,
Lync, MapPoint, SQL Server and
Dynamics CRM to help your business
improve productivity.
Integration occurs between modules
to reduce repetitive transaction
entry, and reduce data entry errors.
This helps increase your productivity.
User Preferences
The User Preferences window is used
to customize the way Microsoft
Dynamics GP windows and options
appear according to an individual’s
preferences.
To open this window, click Microsoft
Dynamics GP on the Main Toolbar,
and then click User Preferences.
User Display Preferences
• Each user can make choices
• Selections do not affect others
• Selections can be changed later
• Additional setup may be required
Security Basics
Basics
• System and Company Security: A system password can be used to lock key system
windows; users can be granted access on a per company basis.
• User Security: Individual security is role-based in Microsoft Dynamics GP. Users must
be assigned to a security role before they can access any forms, reports, or other data
in Microsoft Dynamics GP. To assign user security, identify the daily tasks that the user
will complete in Microsoft Dynamics GP. Then, select from the default security roles or
create new security roles that only grant access to the tasks that the user must have.
• Security Tasks: Security tasks are assigned to roles. The security tasks grant access to
windows, reports, files, and other resources in Microsoft Dynamics GP. Users must
have access to the security tasks so that they can complete a specific task.
• Security Roles: Security roles include the security tasks that users must have access to
so that they can do their jobs. Roles are then assigned to individual users of Microsoft
Dynamics GP.
What We Learned – Module 1: Microsoft Dynamics
GP Overview
• Understand some of the key functionality available in Microsoft
Dynamics GP
• How transactions flow and integration occurs within the
application
• Identify options for user’s to personalize how the product works
• Understand basic security options in Microsoft Dynamics GP