Microsoft Dynamics GP SmartList Builder Training Class(1) by ps94506


									Services to Businesses
Services to Individuals
                                                                   Palo Alto   San Francisco   San Jose   St. Helena   New York
Microsoft Dynamics GP

Microsoft Dynamics GP SmartList Builder Training Class

Date: March 23, 2011

Time: 8:30 am - 4:30 pm

Location: Frank, Rimerman + Co. LLP • 1801 Page Mill Road • Palo Alto

Cost: $500.00 ―Training Materials Included

Tiered pricing available for group registrations. Contact us for more information.

Featuring:                       We are pleased to offer the following training class: SmartList Builder for Microsoft
                                 Dynamics GP. SmartList Builder takes the highly popular, easy-to-use SmartList tool in
Creating Custom
                                 Microsoft Dynamics GP and dramatically increases its power and range so that you can
                                 create your own custom SmartLists.

Create an unlimited
                                 Have you ever wondered how to apply formulas to your data in SmartList without exporting
     number of searches and
                                 the data to Excel first? Have you ever wanted to add data to your reports that isn't
     save them as favorites
                                 available in the out of the box reports? Or, summarize data to your business needs,
Calculated Fields                including data from multiple companies all in one report? Do you want to learn how to put
                                 new reports together to simplify repeated analysis and save you time, while minimizing
Gain an understanding          consulting time? We'll reveal how you can query more data in more ways with SmartList
     of the Microsoft            Builder, giving you access to all the information you capture, and enabling you to create
     Dynamics GP table           your own custom SmartLists. Come see how SmartList Builder and Microsoft Office Excel
     structure and the ability   2007 or 2010 work even better together.
     to build the reports
     yourself                    Who should attend? End users who want to learn the basic features and develop a
                                 working knowledge of SmartList Builder's functionality.
Deploy SmartLists               SmartList Builder
                                    Instructor: Alison Guimond
Create reports with a
                                    Level: A working knowledge of Microsoft Dynamics GP, as well as an understanding
    variety of methods and
                                    of transaction flow in Microsoft Dynamics GP is recommended.
    easily export them to
SmartList Security
                                         Creating new SmartList Objects
Enhance your knowledge                 Finding table information
    of the new security                  Customizing formats and drop-down lists in SmartList Field Options
    format within Dynamics               Creating Go Tos to easily open related GP windows right from SmartList
    GP                                   Adding Restrictions or permanent filters to your reports
                                         Creating Calculated Fields
                                         Creating Summary SmartLists
Address and Directions                   Creating Multicompany SmartLists
                                         SmartList Security
                                         Hands on lab
 Frank, Rimerman + Co. LLP               Overview of additional Builders available in Microsoft Dynamics GP 10 and
 1801 Page Mill Road                      new to Microsoft Dynamics GP 2010
 Palo Alto
                                                       *Agenda subject to change

Contact Information            This class will be taught using Microsoft Dynamics GP Version 10.0, although clients on all
                               versions are encouraged to attend. Please note that SmartList Builder is an add-on
For more information, please   module.
contact Bev Maxwell at
408.535.8037 or                Click here to RSVP.

We hope to see you there!      **Cancellation Requirements: Payment by way of cash or check is due 7 days in advance of
                               the training class. If cancellation notice is received 5 days prior to the class, payment will be
                               fully refunded.

                               Class size is limited. Early registration is strongly recommended. For more information,
                               please call Bev Maxwell at (408) 535-8037 or email

                               We look forward to helping you maximize your software investment.

To top