Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics RMS (Archived)

New to MS Dynamics RMS

Posted on by 70

where can I find training manuals/support to beginner's questions beyond what is in the Help folders. I'm finding the Help section undetailed and I'm having a hard time getting the reporting functions to give me the information I need on sales and inventories.

Thanks in advance for any help

*This post is locked for comments

  • Suggested answer
    Antonijo Todorovik Profile Picture
    Antonijo Todorovik 4,025 on at
    RE: New to MS Dynamics RMS

    Hmmm, well... I wouldn't mind to give you a small introduction into the product for free..., if you want, at least the basic structure, so you can easily take it from there... As long as the community grows, it's good for everyone.

    Contact me on antonijo_todorovik@hotmail.com

    Kind regards, A.

  • SGL Profile Picture
    SGL 70 on at
    RE: New to MS Dynamics RMS

    I really just want an overview of how the system is organized and the philosophy behind it - I find it much easier to troubleshoot when I understand what the goals of the program are, and how it works together with the possible customizations. The system was installed here several years ago and the trained individuals have all moved on, so I'm somewhat starting from scratch, except for those who know how to operate the pieces that they use of the system. 

    Example: I don't understand how why I am using Headquarters Manager and Store Operations Manager to process POs and transfer inventories - why are these functions across two separate programs and logins? It seems as though the Headquarters should be able to operate as central processing and keep track of the central warehouse - but the warehouse inventory tracking is run using SOM....that's the kind of basic info I want to understand so I can fit the rest of the pieces I'm learning together.

    And also for inventories, the Snapshot Store Quantity list doesn't allow you to sort by departments so I can just see what a store has of taxable merchandise on hand to help them with physical inventory - why can't the inventory be printed out with what's on hand next to item counted when a New Physical Inventory is created? Is that possible?

    It makes me miss Quickbooks

  • Antonijo Todorovik Profile Picture
    Antonijo Todorovik 4,025 on at
    RE: New to MS Dynamics RMS

    Hi there.

    Apart from the help documentation that you get with the product, you can look for certification training materials. For the Customization guide, it is "only for Partners", so I suggest you talk to your Partner, they should be able to help You with this... Maybe they can offer You training also...

    At the end, always use this forum, here you can find many answers to your questions...

    Hope this helps, regards A.

  • Suggested answer
    Antonijo Todorovik Profile Picture
    Antonijo Todorovik 4,025 on at
    RE: New to MS Dynamics RMS

    Hi there.

    Apart from the help documentation that you get with the product, you can look for certification training materials. For the Customization guide, it is "only for Partners", so I suggest you talk to your Partner, they should be able to help You with this... Maybe they can offer You training also...

    At the end, always use this forum, here you can find many answers to your questions...

    Hope this helps, regards A.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans