Pre-Conference Academy

Make the most of your trip to Anaheim by taking advantage of instructor-led classroom training before GPUG Amplify 2017 officially kicks off. The following training opportunities have been designed to provide in-depth product education in an interactive, hands-on setting. We encourage you to explore all courses listed below:

Course Description

The GP Smorgasbord is aimed at beginning and intermediate users of GP. Learn how to better leverage the deep functionality of GP and walk away with a great list of tips and tricks.

In this exciting course, geared to users with 3 years or less experience with Dynamics GP, review some of the underutilized areas and become generally more familiar with your back office environment. This course doesn’t concentrate on just one area or tool within Dynamics GP but rather visits numerous sections within the core and distribution modules, as well as newer areas like Navigation Lists and the scores of refreshable Excel files. Find out how to use & navigate Dynamics GP more efficiently and receive many valuable tips you can make use of immediately, making you even more efficient in your role!

Learning Objectives:
  • Identify key opportunities for more efficient and effective use of Dynamics GP
  • Understand at a high level the primary functions and relationships of the core modules & administrative areas of Dynamics GP

Audience: Any GP user, but targeted at those with less than 3 years of experience
Level: Beginner
Prerequisites: None
Training Materials: Will be supplied by the instructor as appropriate.
Delivery Method: Group Live


Member Cost: $499
Non-Member Cost: $699
Course Description

If you haven't started thinking about migrating to Management Reporter, it's time! If you haven't heard, support for FRx will be ending, so now is a good time to plan out your implementation of MR. Don't miss this content packed class and get ready to implement MR at your organization. This course is open to any GP user.

This course will focus on introducing and demonstrating the concepts of Management Reporter to users who are new to the product. The class will start with a brief demonstration, and then move on to an overview of building blocks and navigation. We will step through creating a trial balance and detailed income statement. Next, take the design process a step further and see how Reporting Trees add power and flexibility to your reporting process. Last, use the skills you have learned to do Side by Side Reporting. This training utilizes Report Design in Management Reporter 2.0 for Microsoft Dynamics ERP training materials.

Learning Objectives:
  • Understand Management Reporter product functionality
  • Able to create Row, Column and Reporting Tree definitions in accordance with best practice guidelines
  • Avoid common self-taught pitfalls
  • Navigate and organize building blocks
  • Prepare Report Definitions and change run time options
  • Set up Management Report Library structure
  • Produce financial reports such as a Trial Balance, Income Statement, Expense analysis, and Departmental Reports including side by side reports

Audience: GP Finance, Support, or Analyst
Level: Beginner
Prerequisites: An understanding of accounting principles and experience designing financial reports
Training Materials: Will be supplied by the instructor as appropriate.
Delivery Method: Group Live

Member Cost: $499
Non-Member Cost: $699

Course Description

In this class you will learn the real power behind GP Macros. You will create basic macros to perform routine repetitive tasks AND create advanced macros to accomplish bulk imports of data. In addition, you will create macros that will log you into and out of GP. No longer will you need to rely on eConnect or Integration Manager to import your data into GP. All business logic validations will be used as if you were sitting there typing it in yourself.

This deep look at Macros will help you get even more functionality out of your system without needing any SQL or programming knowledge. You will create actual working macros in the following areas:

  • To provide navigation for repetitive tasks
  • To Copy and Paste data into Dynamics GP
  • To import data into Dynamics GP
  • To log in and out of Dynamics GP
  • To perform Check Links or any other Maintenance task on a schedule

This is a hands-on class where you will be creating macros from pre-defined scenarios. Once you complete this class, you will be able expand your efficiency in ways you didn’t think possible.


Learning Objectives:
  • Understand how to use the Dynamics GP macro language.

Instructor: Leslie Vail, ASCI
Audience: GP Finance, Support, or Analyst
Level: Intermediate
Prerequisites: A good understanding of GP navigation and functionality
Preparation: If your instructor will use the hands-on training environment you will receive a separate email with the setup instructions
Delivery Method: Group Live


Member Cost: $499
Non-Member Cost: $699

Course Description

Business Intelligence (BI) and Microsoft Power BI is everywhere you look. Are you getting the right answers AND the right questions? This class is designed to walk you through the basics of all the Microsoft Power BI tools. We’ll build dashboards, maps and even report on data from websites. When you leave the class you’ll understand the Microsoft Power BI tools and the Microsoft Power BI application. We’ll even talk pricing, although most of it is FREE.

Microsoft Power BI has been evolving over the past couple of years and is continuing to evolve you as you read this class description. Take this class and be a leader in the Microsoft BI Revolution.

Learning Objectives:
  • Introduction to connecting to SQL Server and other Data
  • Introduction to Microsoft Power Pivot
  • Introduction to Data Visualizations
  • Introduction to Data Modeling
  • Introduction to Microsoft Power BI Desktop
  • Introduction to Microsoft Power BI (Web and App tool)
  • Introduction to Data and Template Sharing
  • Pricing and Availability of the above BI tools
  • How to think about getting the right answers AND questions from your BI strategy

Instructor: Belinda Allen
Audience: AX/CRM/GP/NAV Excel users and Developers
Level: Beginner
Prerequisites: Students should have a general working knowledge of Excel
Preparation: Students may choose to follow along on their own laptops. If they do they’ll need Excel 2013/2016 Standalone, Microsoft Office Excel 2013/2016 Professional Plus or Office 365 E3/E4 Subscriptions. A week or two before the class, students will be provided with where to download tools and sample Excel spreadsheets. NOTE: It is not necessary to follow along on your own laptop to follow along and learn these tools.
Delivery Method: Group Live

Member Cost: $799
Non-Member Cost: $1,099

Course Description

Learn how to leverage the Dynamics GP Purchase Order Processing module and streamline the related A/P functions in one class! This course is open to any GP user, and is a core requirement for the PCAP Certification.

One of the great benefits of using Microsoft Dynamics GP is the integration of information and processes across business functions. If you use Payables Management and POP, you will not want to miss this class.

Learn how to set up the module and enter purchase orders, enter shipment receipts and returns, and how the shipment invoicing process automatically updates the Payables Management module to pay your vendors. Basic Reporting, Inquiries and Smartlists will be covered to help you manage your purchasing to accounts payable process. Participate in the hands-on exercises for a greater understanding of the Purchase Order Processing lifecycle. You'll walk away knowing how to:

  • Define setup options that allow you to customize your system to better fit your organization's unique needs
  • Enter Purchase Orders, Receipts, and Returns
  • Enter Drop-Ship and Standard Blanket Purchase Orders
  • Copy item details from an existing Purchase Order
  • Use inquiry screens and reports to extract and analyze appropriate information to maintain and improve business processes
  • Close the Purchasing module
Learning Objectives:
  • Understand how Purchase Order Processing integrates with the Accounts Payable module
  • Understand the set up items and impacts in POP
  • Identify opportunities for enhanced support of your organization’s purchasing and payables processes
  • Identify what related data is available and how to get to it

Audience: GP Finance
Level: Beginner
Prerequisites: Basic understanding of Dynamics GP Basic Navigation Functions and GP Payables Management.
Training Materials: Will be supplied by the instructor as appropriate.
Delivery Method: Group Live

Member Cost: $499
Non-Member Cost: $699

Course Description

Maximize your Microsoft Management Reporter product knowledge! Take your MR knowledge to the next level, and learn to create advanced financial reports like: balance sheets, statements of cash flows, and multi-company consolidations. In this deep dive we’ll also cover spreadsheet linking, and learn about report distribution and analysis tools available in Management Reporter. This course is open to any GP user.

This course is perfect for those who have already been using FRx or Management Reporter and want to take their Management Reporter skills to the next level. Take advantage of the simple, yet powerful, building blocks using the row, column and tree to efficiently report on general ledger and spreadsheet data.

A senior consultant with the MSX Group will guide you through hands-on exercises while sharing best practices from their extensive implementation experience. Learn how to avoid financial reporting nightmares like: manually entering GL data into spreadsheets for reporting, unsecure report distribution, inaccurate reports, cost and labor intensive report distribution, outdated data, inefficient report design, etc. This is a must see for those in charge of financial reporting and analysis.

Learning Objectives:
  • Efficient data entry and handling in MR
  • Know the best approach for creating complex reports
  • Create advanced financial reports
  • Set up and use spreadsheet linking
  • Report distribution options, setup, and execution

Audience: GP Finance, Support, or Analyst
Level: Intermediate
Prerequisites: Students should have a strong working knowledge of Management Reporter
Training Materials: Will be supplied by the instructor as appropriate
Delivery Method: Group Live

Member Cost: $499
Non-Member Cost: $699

1. Login to the Amplify site and click Register.

2. This will bring you to the Amplify 2017 Registration page – you will see a message stating "You are currently Registered." Click on Edit Registration(right side of screen).

3. When you see your Amplify registration, click Edit.

4. On the next screen, click Add Activities.

5. Click Sessions to see the Academy course. Check the box next to the class title.

6. Follow the prompts to complete the process of adding the desired courses to your registration.

A lot of sessions at events are fast paced and hard to digest. The great thing about the GPUG Academy classes is that they are a lot longer and they are hands-on training!

- Amber Bell, Owner | Professional Services, Training Dynamo LLC

More from Amber

Amber_Headshot.jpg


I came into the 'Reporting 201' Academy post-conference class at GPUG Amplify 2016 having never opened SmartList Builder (and only logged into Dynamics GP half a dozen times in my life) and left feeling confident about using the tool. I’m our CFO’s new best friend and that's certainly a good position to be in!

Dreagon L. Gilley, System Administrator | Metropolitan Emergency Medical Services (MEMS)