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Finance | Project Operations, Human Resources, ...
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Basic Training for Dyn GP 2018-18.4.1384 in Report Writer training and more

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Posted on by 170

We have been with GP, since 1980's when it was Great Plains Account.

I think 8 or 12 years back Dynamics had a training portal where we could train our staff with the product, we had access to it though our yearly Dynamics GP Enhancement Plan (which we are still on and have paid into for so many years now).

We have recently had some major office turnover (we were blessed with staff that stayed 10 and 20 years - till this winter - with retirements and such).

I have forgotten how to do changes to the SOP Invoices, Quotes and Orders that have remained unchanged in our system for many years. But it is time to added some fields and update the reports.

Plus we have had requests to combine orders and backorder into one Order and hence one invoice (don't know if this can be done any other way then manually??)

And our partner has never been able to get our Dynamics GP to use the Email Features in the system (for the past 6 or 8 years we keep revisit it - without any success).

Does anyone know where some of those old self training online courses for Report Writer, Management Reporter for Microsoft, and some of the modules and such are on the website. Customer Source seems to be pretty much emptied of all those training courses.

We are just a small company here (5 to 7 users at any one time) and I am the owner and main systems guy in our company, and I'm an accountant (so I watch the pennies), and I am not an IT Pro - but with I can learn from a decent course.

Does anyone who knows what has happened with Customer Source? and if there is any training that might still be included in the Dynamics GP Enhancement Plan? Or suggestions on some good - low cost training?

Any help is appreciated,

Thank You.

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I have the same question (0)
  • Richard Wheeler Profile Picture
    75,848 Moderator on at

    Let me know if I can help. I go back to the old GPA for DOS as well. CustomerSource no longer exists. The best you can do is search You Tube videos.

  • Richard Wheeler Profile Picture
    75,848 Moderator on at
  • Clay T Profile Picture
    170 on at

    Thank You Richard Wheeler - for Responding to my Post.

    There looks like some Great info on the Email Issue - and the life cycle info is interesting as well.

    Best Regards

  • Suggested answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    28,058 Moderator on at

    Hi,

    Richard is right, ever since Customer Source was taken down with its main content (not just the licensing access for customers, but all the documentation), most of the Dynamics GP training material is gone.  

    Microsoft used to have a Learning portal where some of the GP training videos were uploaded, but the last ones referred back to GP 2015 or 2016 if not mistaken, and they have all been removed now. Dynamics 365 generates the top of the content now.. there are a few Dynamics AX learning paths left, but nothing for GP.

    As you can see form the provided links, Microsoft has put up some recent video capsules to cover some of the new features added in recent GP versions or address some recurrent questions they get in support.

    I do have a full collection of training guides back in the days of Dynamics GP 10, 2010, & 2013. The fundamentals of the various GP modules haven't changed much, so those guides are still a good starter for new users.

    There are also various GP experts and bloggers out there that produce lots of content that can be very useful too (Amber Bell  from Training Dynamo has created some nice books for new users & year-end closing process: www.trainingdynamo.com/

    If you're interested by the old user training guides, let me know.

  • David Musgrave MVP GPUG All Star Legend Moderator Profile Picture
    14,095 Most Valuable Professional on at

    Winthrop Development Consultants can offer development training and mentoring for GP including Dexterity, Report Writer, Modifier, VBA and GP Power Tools.

    www.winthropdc.com/services.htm

    Regards

    David

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