CAL Business Solutions, Inc Your Microsoft Dynamics GP Partner


Connecticut Great Plains Partner Microsoft Dynamics GP Gold Certified Parnter
Microsoft Dynamics GP

Implementation, Customization, Training & Support

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Class Descriptions and Information

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The CAL Training Center

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CAL Business Solutions, Inc
200 Birge Park Road
Harwinton, CT  06791

FAX:  860-485-0923

Your Course Tuition Includes:

  • Use of Hands-on Equipment (Personal Workstation)
  • Comprehensive Course Materials
  • Lunch and Refreshments
  • Course Completion Certificate
  • CPE Credits
Microsoft Great Plains, Dynamics GP 9.0 Training Session

View Our Current Microsoft Dynamics GP Training Schedule!

Top Ten Features You Didn't Know About Excel - CCA

CAL clients LOVE Excel – we know this.  But studies show that most people use less than 5% of the functionality. We have invited our partner, Connecticut Computer Assistants, to show you some advanced Excel techniques that will change the way you work every day.  Plus, we’ll be there to show you ways to use Excel with Microsoft Dynamics GP. This half day class is an extended version of the popular session held at our summer event.

What You Will Learn:

  • Excel Shortcuts and Tips

    • Learn Shortcuts and Tips for Navigation and Data Selection

  • Linking Data Across Sheets

    • Create Simple Multi-sheet Formulas

    • Create 3-D Formulas

  • Sorting and Filtering Data

    • Design the List, Sort Data, Add Subtotals to a Worksheet

    • Filter Lists, Create and Apply Custom Filters

  • PivotTables

    • Review the Source Data, Use the Wizard, Define the Layout, Use the PivotTable Toolbar and Change the Layout

    • Group Items to Create New Fields, Insert a Calculated Field, Create a Custom Calculation

  • Excel Integration with Microsoft Dynamics GP

When signing up for this class, please specify in the comments field whether you use Excel 2003 or Excel 2007.

BONUS:  CCA provides basic telephone support for any individual completing this course at no additional charge. (Fees apply for calls that extend beyond ten minutes to resolve.)

Only One Day Available, so enroll today!   (Thursday 10/23/08)

Course Length:  Thursday   10/23/08   9:00 AM - 1:00 PM          3 CPE Credits          Cost:  $295.00/person  

Getting Started with Distribution
If you use Sales Order Processing, Purchase Order Processing, and Inventory, Distribution Series is designed specifically for you.  This class will give a basic understanding of all 3 areas, so that by the end of class, you will have a working understanding on how to enter Inventory Items, enter and receive Purchase Orders, and even enter Sales Orders. Want to make the most of your Dynamics GP system? Sign up for this one – it’s the place to start.
Check Available Dates

Course Length:  9:00 AM - 5:00 PM          6 CPE Credits          Cost:  $395.00 ($300.00/person if 3 or more from your company register)

SmartLists for Power Users (Intermediate)

Does your mouse have more miles on it than your car? Are you clicking too much? Try SmartLists! This course covers the basics to building SmartLists: finding tables, selecting fields, adding calculations, restrictions, and summaries. Also, this course covers SmartList and SmartList Builder security. At class completion you will be able to:

  • Create SmartList from one or many Great Plains tables
  • Use Great Plains resources to find tables and keys
  • Customize SmartLists by restrictions, calculations, and summaries
  • Create Go To Links
  • SmartList and SmartList Builder security
  • Import/Export SmartLists

Course Length:  2:00 PM - 5:00 PM          3 CPE Credits          Cost:  $295.00 ($200.00/person if 3 or more from your company register)

Fixed Asset Management

Fixed Asset Management can be tricky and complicated if you’re not careful. This course will introduce you to the concepts around Fixed Assets, and help you with Set Up, Creating an Asset Record, PO & AP Integration, Importing Fixed Assets, Asset Maintenance, Depreciating Assets, Posting to General Ledger, Inquiries & Reports and Closing Year End.
Check Available Dates

Course Length:  9:00 AM - 5:00 PM          6 CPE Credits          Cost:  $395.00 ($300.00/person if 3 or more from your company register)

Getting Started with FRx
This beginning FRx course teaches you important functionality and basic report design skills you need to realize immediate benefits from FRx.  Including: How to get into FRx; How to create Row and Column Formats; How to Create Reporting Trees; How to Bring it All Together in a Report Catalogue; How to use Catalogue features; and How to Put Together a Basic Balance Sheet and P&L.
Check Available Dates

Printable FRx Registration Form

Course Length:  9:00 AM - 5:00 PM          6 CPE Credits          Cost:  $395.00 ($300.00/person if 3 or more from your company register)

FRx For Power Users

Designed for current and advanced FRx users, this class covers: consolidations, calculations, using trees, using links, using detailed reports to create consolidated reports plus a lot of tips and tricks to make FRx easier.  Pre-requisite: Getting Started with FRx.

  • Learn how to import non-GL information from external worksheets
  • Discover more efficient ways to perform consolidations and allocations
  • Create a cash flow statements
  • Learn advanced formatting concepts
  • Use Row Linking to speed up processing time and reduce maintenance requirements
  • Create advanced income statement reports using multiple segments in the row format
  • Create complex calculations such as specific column placement
  • Relational Reporting (percentage of sales)

Prerequisite:  Getting Started with FRx class and/or current job experience.

Check Available Dates

Course Length:  9:00 AM - 1:00 PM          3 CPE Credits          Cost:  $295.00 ($200.00/person if 3 or more from your company register)

General Ledger - Basic
This course covers: GL Setup; Transaction Entry; Inquiries; Period End Procedures; Reversing and Clearing Entries; Correcting and Copying Entries.
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Course Length:  9:00 AM - 5:00 PM          6 CPE Credits          Cost:  $395.00 ($300.00/person if 3 or more from your company register)

New GP User Boot Camp

This is a great class for all new users and, users that want to start using GP more effectively.  Topics include:  Setting Up Homepages; Working with Navigation Pane (Shortcuts and Lists); SmartLists (setting up new favorites), editing, using more features including "Go-To", exports, Letter Writing Assistant; Macros (creating, using, sharing); Custom Links; Reminders; Tasks; Checklists; User Preferences; and more.
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Course Length:  9:00 AM - 5:00 PM          6 CPE Credits          Cost:  $395.00 ($300.00/person if 3 or more from your company register)

Microsoft Dynamics GP System Administrator Basic - Security
Want to know how to quickly handle day-to-day Dynamics system needs? This course will get you there.  Learn how to set up new workstations, do system back-ups and system restores, as well as create new users – including role-based security. In addition, IT professionals will be well-prepared to handle common issues quickly and easily.
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Course Length:  9:00 AM - 1:00 PM          3 CPE Credits          Cost:  $295.00 ($200.00/person if 3 or more from your company register)

Getting Started with Payables Management
The perfect course if you’re not familiar with this important function of Dynamics GP. Topics covered include: Vendor Entry, Transaction Processing, Transaction Maintenance, Check Processing, Troubleshooting, Payables Reports and Inquiries, and more.  The first half of the day will be spent on what users need to know to do the most common tasks in AP.  The second half of the class will focus on more high level management of Payables, Troubleshooting and Setup.
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Course Length:  9:00 AM - 5:00 PM          6 CPE Credits          Cost:  $395.00 ($300.00/person if 3 or more from your company register)

Payables Management for Power Users
This class explores the accounting cycle and the processes required to enter financial data into the system. As well, this course shows you how to perform additional functions such as inter-company transactions and year-end closing procedures.

A thorough understanding of these topics allows you to streamline monthly and year-end closing processes by learning how to automate routine activities such as reports. You will learn tips for troubleshooting and maintaining data integrity. This course also teaches you how to maximize your reporting and analysis capabilities with inquiries and reports that can be customized to meet your specific business needs.
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Course Length:  9:00 AM - 1:00 PM          3 CPE Credits          Cost:  $295.00 ($200.00/person if 3 or more from your company register)

Manage Your Receivables

Topics covered include:  Customer Entry, Transaction Processing, Transaction Maintenance, Check Processing, Troubleshooting, Receivables Reports and Inquiries, and more.  The first half of the day will be spent on what users need to know to do the most common tasks in AR.  The second half of the class will focus on more high level management of Receivables, Troubleshooting and Setup.
Check Available Dates

Course Length:  9:00 AM - 5:00 PM          6 CPE Credits          Cost:  $395.00 ($300.00/person if 3 or more from your company register)

What's New in GP 10.0?

Perfect for users who have just upgraded to GP 10 – or plan to in the future! Users will have a chance to dig into, and play with the newest version of Microsoft Dynamics GP (Great Plains). Designed for users that are familiar with the basics of using GP, it’s a great opportunity to discover what’s new.  All in attendance will have access to their own workstation and plenty of time to explore for themselves.  This has been a popular class recently, so sign up now!
Check Available Dates

Course Length:  (9:00 AM - 11:00 AM)         2 CPE Credits          Cost:  $195.00 ($100.00/person if 3 or more from your company register)

Year/Period End Closing Procedures Webinar

Covers Year-End Closing Procedures for Dynamics GP 8, 9 and 10

Maintaining accurate financials requires you to complete an accurate year-end close out. This webinar will provide complete closing procedures for Dynamics GP modules GL, AR, AP, SOP, POP, Inventory, and Payroll. We also include complete explanations of the processes being performed, the proper sequence in which to perform the closings, and when each module should be closed.

When:  Thursday, December 18, 2008

Course Length:  (10:00 AM - 12:00 PM)         2 CPE Credits          Cost:  $99.00  (manual included)

Manuals available upon request, webinar attendance not required.  Contact Phil Franco at philf@calszone.com for details.

Is there a specific class you would like to take?  Request a Dynamics GP Training Class.

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For more information: Call 860-485-0910, Contact Us, or email questions@calszone.com


 

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CAL Business Solutions Inc. 200 Birge Park Road Harwinton, CT 06791-1909 Phone: 860-485-0910 Fax: 860-485-0923

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