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What’s New in Microsoft Dynamics GP 10.0

Course 8666: One day; Instructor-led


Prerequisites

To successfully participate in this course, participants should be familiar with past versions of Microsoft Dynamics GP and Business Portal. Having previous knowledge of helps you better understand the significance of the new features.

Microsoft Certified Professional Exams

No Microsoft Certified Professional exams are associated with this course currently.

Course Materials

The student kit includes a comprehensive workbook and other necessary materials for the class. All examples and exercises are based on a fictitious company, Fabrikam, Inc.

Course Outline

Installation & Configuration

The purpose of this section is to provide students with the new features in the Microsoft Dynamics GP Installation. It focuses on changes to the CD setup and installation. In addition, the section presents information about how to set the forms, reports, OLE notes, and Letter Wizard locations when creating a client installation package.

Main Topics
• CD Setup
• Installation Features
• Installation Changes
• Forms and Reports Location
• OLE Notes and Letter Wizard Location
• Create a Client Installation Package

Lab
• Create a client installation package

The goals for completing this chapter are for students to:
• Discuss changes to the Microsoft Dynamics GP installation
• Create a client installation package and set the forms, reports, OLE notes, and Letter Wizard locations

Developer Tools

The purpose of this section is to provide students with the new features in the Microsoft Dynamics GP Developer Tools. It focuses on changes and additions to the Web Services for Microsoft Dynamics GP, Integration Manager, eConnect, the Software Development Kit.

Main Topics
• Web Services - Row-level filtering
• Web Services - New web methods
• Integration Manager - Microsoft Dynamics GP eConnect Adapter
• Integration Manager - Additional adapter changes
• eConnect - Namespace change
• SDK - Field Service documentation addition

Lab
• Use the Microsoft Dynamics GP eConnect Adapter

The goals for completing this chapter are for students to:
• Identify changes and new additions to the Web Services for Microsoft Dynamics GP
• Discuss how to use the new Microsoft Dynamics GP eConnect Adapter in Integration Manager
• Identify changes in eConnect and the Software Development Kit

Business Intelligence

The purpose of this section is to provide students with the new features in the Microsoft Dynamics GP Business Intelligence. It focuses on new SQL Server Reporting Services and Report Scheduler features. In addition, the section presents information about Microsoft Office SharePoint Server 2007 integration.

Main Topics
• SQL Server Reporting Services Reports
• Microsoft SQL Server Reporting Services Wizard
• Report Scheduler
• Microsoft Office SharePoint Server 2007 integrations
• Microsoft Office SharePoint Server Wizard

The goals for completing this chapter are for students to:
• Use new reporting functionality
• Identify Microsoft Office SharePoint Server 2007 Integrations
• Identify when to use the Microsoft Office SharePoint Server Wizard

Business Portal

The purpose of this section is to provide students with the new features in the Business Portal 4.0. It focuses on the new Prerequisite Checker tool that can be used prior to installation. In addition, the section presents information about Microsoft Office SharePoint Server 2007 Integration, Search functionality, and new dashboards and navigation.

Main Topics
• Prerequisite Checker
• Business Data Catalog and Search
• Business Data Profiles
• Crawling content
• Secure search data
• Entities available for Search
• Dashboards and list pages

The goals for completing this chapter are for students to:
• Use the Prerequisite Checker to verify requirements prior to installing business portal
• Explain how use Search functionality
• Use the Sales Manager and Salesperson Dashboards and List pages

Security

The purpose of this section is to provide students with the new features in the Microsoft Dynamics GP Security. It focuses on creating new security tasks and roles and assign them to users. In addition, the section presents information about how to setup security for alternate or modified forms and reports, how to copy security, and how to use the Security Synchronization Utility.

Main Topics
• Setup Security Tasks
• Setup Security Roles
• Assign Tasks & Roles to Users
• Alternate and Modified Forms & Reports Access
• Setup User Security
• Copy User Security
• Synchronize Security

The goals for completing this chapter are for students to:
• Identify changes to the security model in Microsoft Dynamics GP
• Set up and configure security tasks and roles
• Discuss how to assign security access to users and copy user security
• Set up alternate or modified forms and report security
• Use the Security Synchronization Utility

Foundation

The purpose of this section is to provide students with the key new features in the Microsoft Dynamics GP Foundation. The main focus is the new navigation options provided with the new action pane. The effects of registration changes are also discussed in this section.

Main Topics
• Action Pane Functionality & Features
• Search functionality
• Excel Reports
• SmartList enhancements
• New SmartList views
• Registration changes

The goals for completing this chapter are for students to:
• Use the action pane to navigate in Microsoft Dynamics GP
• Take advantage of additional SmartList enhancements
• Use additional views to access Microsoft Dynamics GP data
• Understand the effects of the changes made to the registration process

Financials

The purpose of this section is to provide students with the key new features in the Microsoft Dynamics Financial modules.

Main Topics
• Budget Start & End Dates
• 1099 Enhancements
• Subledger Reconciler

The goals for completing this chapter are for students to:
• Assign a budget and start and end date instead of tying a budget to a fiscal year
• Discuss the enhancements made to the 1099 form
• Use the subledger reconciler to reconcile subledgers to General Ledger accounts

Supply Chain

The purpose of this section is to provide students with the new features in the Microsoft Dynamics Supply Chain. It also focuses on how to use these features efficiently.

Main Topics
• Two Step Transfers in Inventory Control
• Supply Chain - Expired Lots
• Manufacturing (MRP) Window Enhancements

The goals for completing this chapter are for students to:
• Define the purpose of tracking a “In- Transit” transfer
• Transfer inventory item using a multiple site transfer method
• Define expiration dates for lot tracked items
• Navigate to the new MRP windows
• Define the purpose of each new field

Field Service

The purpose of this section is to provide students with the new features in the Microsoft Dynamics GP Field Service. It focuses on providing you with some perspective on why the new features are beneficial. In addition, the section presents the following main topics:

Main Topics
• Lot Tracking
• Contract Move Line Window
• Billing Reversal Window
• Service and Task Codes

The goals for completing this chapter are for students to:
• Assign multiple technicians to one service call
• Discuss new Lot Tracking functions
• Setup a Service and Task Code
• Use the Billing Reversal Window

Human Resources & Payroll

The purpose of this section is to provide students with the new features in the Microsoft Dynamics GP Human Resources & Payroll.

Main Topics
• HR Setup Checklist
• Retroactive Pay
• Garnishment Calculations
• Sequencing Tax Sheltered Annuities

The goals for completing this chapter are for students to:
• Use the Setup Checklist to set up Human Resources
• Generate retroactive pay amounts for employees
• Garnish wages and perform pay calculations related to garnishments
• Sequence Tax Sheltered Annuities for pay calculations

Workflow

The purpose of this section is to provide students with the new features in the Microsoft Dynamics GP Workflow. It focuses on installing and administering workflow and using approvals workflows. In addition, the section presents information tracking the progress of a workflow through reporting, notifications, and email.

Main Topics
• Installation & Administration
• GL, PM, & RM Batch Approval
• Sales Order and Purchase Order
• Field Service
• Reporting Workflow
• Workflow Notifications
• Email Task, Home Page, and List Page Integration

The goals for completing this chapter are for students to:
• Install and configure workflow
• Use Workflow batch approval processes
• Understand workflow integration with email, lists, and home pages

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