ERP Practice Manager Aisling Dynamics Consulting, LLC
Please Note: This course is scheduled twice on our schedule. It is also offered on Monday, Oct. 14 from 1:00pm-5:00pm
Our series of BI/reporting classes for Dynamics GP continues with the second of three sessions. In this “201” class we’ll delve into “The Builders” series that comes with the SmartList Builder license. This course is open to any GP user.
This deep look at the Builders will help you get even more data out of your system, on your terms, by spending time and working examples in the following areas:
Table Structures within GP and which tables you’ll likely leverage the most
Deployment of GP’s standard Office Data Connections
Compiling new SmartList queries via SmartList Builder
Supplementing the Refreshable Excel Workbooks with the Excel Report Builder
An introduction to the Navigation List Builder
- SmartList Builder takes the highly popular, easy-to-use SmartList tool in Microsoft Dynamics GP and dramatically increases its power and range.
- We’ll review how you can query more data in more ways with SmartList Builder, which gives you access to all the information that you capture, enabling you to create your own custom SmartLists.
- You’ll see how useful SmartList Builder and Microsoft Office Excel 2007 working together can be, and further add to your Business Intelligence capabilities and provide your users with valuable insight with an overview of Navigation List Builder.
Learning Objectives: Understand what BI/reporting tools are available with GP and how to use them.
Instructor: Jo deRuiter
Audience: GP Finance, Support, or Analyst
Level: Beginner
Prerequisites: A basic understanding of GP functionality and structure
Preparation: The detailed instructions for connecting to the lab environment will be sent one to two days prior to class. Students will need a laptop and will attend the course in person, and will use an online connection for the lab environment. If your instructor will use the hands-on training environment you will receive a separate email with the setup instructions.
Delivery Method: Onsite
CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.
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