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    Microsoft Dynamics GP 2013 Cookbook
    Microsoft Dynamics GP 2013 Cookbook
    Microsoft Dynamics GP 2013 Cookbook
    Ebook903 pages4 hours

    Microsoft Dynamics GP 2013 Cookbook

    By Ian Grieve

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    About this ebook

    Microsoft Dynamics GP 2013 Cookbook is a highly practical beginner to intermediate Cookbook to improve your efficiency and master your use of Microsoft Dynamics GP 2013. All the recipes are time-proven; real-world tested, and designed to be used immediately.If you’re a Dynamics GP partner or Dynamics GP user, primarily focused on delivering application optimizations, then "Microsoft Dynamics GP 2013 Cookbook" is for you.This book assumes that you have a basic knowledge of Microsoft Dynamics GP, a basic understanding of business management systems, and some exposure to Microsoft SQL Server.
    LanguageEnglish
    PublisherPackt Publishing
    Release dateJun 3, 2013
    ISBN9781849689397
    Microsoft Dynamics GP 2013 Cookbook
    Author

    Ian Grieve

    Ian Grieve is a Microsoft® Most Valuable Professional for Microsoft Dynamics GP and is also a certified Dynamics CRM consultant specializing in the delivery of Microsoft Dynamics GP and CRM projects. He is a senior consultant at Perfect Image Ltd., a Microsoft Partner and VAR in the North East of England.Ian has worked with Microsoft Dynamics GP since 2003 and, over the years since then, has dealt with all aspects of the product life-cycle from presales, to implementation, to technical and functional training, to post go-live support and subsequent upgrades and process reviews.Alongside his work with Microsoft Dynamics GP, he has fulfilled a similar role, since joining Perfect Image, dealing with Microsoft Dynamics CRM, with especial emphasis on project delivery and the training of end users on the management of sales, marketing, and service.Ian is the co-author of Microsoft Dynamics GP 2013 Cookbook, author of Microsoft Dynamics GP 2013 Financial Management, produced the Microsoft Dynamics GP Techniques online learning course and was the technical reviewer for both Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide and Microsoft Dynamics CRM 2011 Cookbook.In his spare time, Ian runs the azurecurve | Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk) blog dedicated to Microsoft Dynamics GP and related products.The most recent offshoot of running his blog is that Ian has started writing plugins to extend the functionality of the blogging platform, WordPress. A new site, azurecurve WordPress Development (http://wordpress.azurecurve.co.uk) contains information on his plugins and also the new blog where he discusses how development of plugins is done.

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      Book preview

      Microsoft Dynamics GP 2013 Cookbook - Ian Grieve

      Table of Contents

      Microsoft Dynamics GP 2013 Cookbook

      Credits

      About the Author

      Acknowledgment

      About the Author

      Acknowledgment

      About the Reviewers

      www.PacktPub.com

      Support files, eBooks, discount offers and more

      Why Subscribe?

      Free Access for Packt account holders

      Instant Updates on New Packt Books

      Preface

      What this book covers

      What you need for this book

      Who this book is for

      Conventions

      Reader feedback

      Customer support

      Errata

      Piracy

      Questions

      1. Personalizing Dynamics GP

      Introduction

      Improving visibility by setting required fields to bold and red

      Getting ready

      How to do it...

      How it works...

      There's more...

      Modifier with Visual Basic for Applications (VBA)

      Getting faster access to data with the shortcut bar

      Getting ready

      How to do it...

      How it works...

      There's more...

      Use external Shortcuts for greater flexibility

      Organize with folders

      Complex shortcuts

      See also

      Reducing clicks with start-up shortcuts

      Getting ready

      How to do it...

      How it works...

      There's more...

      File example

      Drag and drop

      See also

      Personalizing the Home page by selecting the right role

      How to do it...

      See also

      Further personalizing the Home page by customizing the layout

      How to do it...

      There's more...

      See also

      Speeding access to data with Quick Links

      Getting ready

      How to do it...

      How it works...

      See also

      Rearranging navigation to make it easier

      Getting ready

      How to do it...

      How it works...

      Jumping to the right location with breadcrumbs

      Getting ready

      How to do it...

      Managing personal reports with My Reports

      How to do it...

      There's more...

      Reports without options

      Better dates in report options

      See also

      Viewing open items with the Task List

      Getting ready

      How to do it...

      How it works...

      There's more...

      Recurring tasks

      See also

      Visualizing information with Business Analyzer on the Home page

      How to do it...

      How it works...

      There's more...

      Multiple Business Analyzer reports

      Full view

      See also

      Accessing accounts faster with favorites in lookups

      Getting ready

      How to do it...

      There's more...

      Set as default view

      Restricted list

      Resetting

      Account security

      See also

      Cleaning up the mess by fixing AutoComplete errors

      Getting ready

      How to do it...

      How it works...

      There's more...

      Removed unused entries

      Reduce the number of AutoComplete entries

      Reset AutoComplete

      2. New in Dynamics GP 2013

      Introduction

      EFT format enhancements

      Getting ready

      How to do it...

      There's more...

      Enhanced GL Year-End Closing

      How to do it...

      How it works...

      There's more...

      Modifying the sales order's Ship To address

      Getting ready

      How to do it...

      How it works...

      There's more...

      See also

      Reason codes for inventory transactions

      Getting ready

      How to do it...

      There's more...

      See also

      Tolerance handling

      How to do it...

      How it works...

      See also

      Tracking serial and lot numbers on drop ship POs

      Getting ready

      How to do it...

      How it works...

      There's more…

      See also

      Selecting multiple serial or lot numbers

      How to do it...

      There's more…

      See also

      Relating or linking items for suggested sales

      Getting ready

      How to do it...

      See also

      Intercompany asset transfer

      How to do it...

      There's more...

      See also

      Historical depreciation report

      How to do it...

      How it works...

      There's more...

      Mass depreciation reversal

      Reset history in detail

      See also

      Fixed assets batches

      How to do it...

      There's more...

      See also

      3. Organizing Dynamics GP

      Introduction

      Speeding account entry with account aliases

      Getting ready

      How to do it...

      How it works...

      See also

      Cleaning account lookups by removing accounts from lookups

      How to do it...

      How it works...

      Gaining visibility by using horizontal scroll arrows

      How to do it...

      How it works...

      There's more...

      Activating horizontal scroll arrows for all users

      Widening segments for better visibility

      Streamlining payables processing by prioritizing vendors

      Getting ready

      How to do it...

      How it works...

      Getting clarity with user-defined fields

      How to do it...

      How it works...

      There's more...

      Special User-Defined 1 features

      Company Setup user-defined fields

      Expanded user-defined fields

      See also

      Developing connections with Internet user-defined fields

      How to do it...

      How it works...

      There's more...

      Login and password

      Label 7 and Label 8

      See also

      Gaining reporting control with account rollups

      Getting ready

      How to do it...

      How it works...

      See also

      Remembering processes with an ad hoc workflow

      Getting ready

      How to do it...

      How it works...

      See also

      Improving financial reporting clarity by splitting purchasing accounts

      How to do it...

      How it works...

      Speeding lookups with advanced lookups

      Getting ready

      How to do it...

      How it works...

      See also

      Going straight to the site with web links

      Getting ready

      How to do it...

      How it works...

      There's more...

      All field values

      Multiple values

      See also

      4. Automating Dynamics GP

      Introduction

      Using reminders to remember important events

      How to do it...

      How it works...

      There's more...

      Drilling down into reminders

      See also

      Controlling reporting dates with beginning and ending periods

      Getting ready

      How to do it...

      How it works...

      There's more...

      Fiscal period versus month

      Beyond the period

      Automating reporting with report groups

      Getting ready

      How to do it...

      How it works...

      There's more...

      Groups of groups

      See also

      Speeding entry by copying an inventory item

      How to do it...

      How it works...

      Improving consistency with shortcuts and user classes

      Getting ready

      How to do it...

      How it works...

      See also

      Speeding month-end closing by reconciling bank accounts daily

      Getting ready

      How to do it...

      How it works...

      There's more...

      High transaction volume accounts

      Bank statement cut off

      Automating processes with macros

      How to do it...

      How it works...

      There's more...

      Macros and the shortcut bar

      Macros can be run with a keystroke combination

      Macro pauses

      Sequential macros

      See also

      Getting early warnings with business alerts

      Getting ready

      How to do it...

      How it works...

      There's more...

      Prebuilt alerts

      See also

      Splitting AP across departments automatically with Control Account Management

      Getting ready

      How to do it...

      How it works...

      There's more...

      Multi-company

      See also

      Getting control of accruals and deferrals with recurring GL batches

      Getting ready

      How to do it...

      How it works...

      There's more...

      Recurring batch best practices

      Revenue/expense deferral module

      Field service contracts module

      Speeding document delivery with an e-mail

      Getting ready

      How to do it...

      How it works...

      There's more...

      Setup

      5. Harnessing the Power of SmartLists

      Introduction

      Sorting data to get the information you want

      How to do it...

      How it works...

      See also

      Speeding access to information with SmartList favorites

      How to do it...

      How it works...

      There's more...

      Modifying SmartList favorites

      GoTo

      See also

      Getting warnings with SmartList alerts

      Getting ready

      How to do it...

      How it works...

      There's more...

      Modifying and removing custom reminders

      See also

      Improving information returned with SmartList Search

      How to do it...

      How it works...

      There's more...

      Field Comparison

      Match Case

      Search Type

      Wildcard search

      See also

      Controlling data with SmartList record limits

      How to do it...

      How it works...

      Tailoring SmartLists by adding fields

      How to do it...

      There's more...

      Removing fields

      Favorites

      Default SmartLists

      See also

      Controlling access by sharing or restricting SmartList favorites

      How to do it...

      How it works...

      There's more...

      SmartList security

      Favorite naming best practices

      Renaming fields for clarity

      How to do it...

      How it works...

      There's more...

      Default SmartList column names

      See also

      6. Connecting Dynamics GP to Microsoft Office 2013

      Introduction

      Building analyses by exporting SmartLists to Microsoft Excel

      How to do it...

      How it works...

      See also

      Delivering flexibility by exporting navigation lists to Excel

      How to do it...

      How it works...

      See also

      Improving reports by sending SmartLists to Word

      How to do it...

      How it works...

      See also

      Communicating with customers using letters from Microsoft Word

      How to do it...

      There's more...

      SmartList favorites

      Letter customization

      Other starting points

      See also

      Skipping the exports by using prebuilt Excel reports

      Getting ready

      How to do it...

      How it works...

      There's more...

      Excel Report Builder

      SQL and ODC connections

      Trust and security

      See also

      Reporting on any Dynamics GP data with direct Excel connections

      How to do it...

      How it works...

      There's more...

      Tables

      Advanced options

      Importing data with Microsoft Word and a Dynamics GP macro

      Getting ready

      How to do it...

      How it works...

      There's more...

      Limitations

      Getting fine grain control of Excel exports from SmartList

      Getting ready

      How to do it...

      How it works...

      See also

      Gaining flexibility by printing documents with Microsoft Word

      How to do it...

      How it works...

      There's more...

      Which report to use?

      User template creation

      7. Exposing Hidden Features in Dynamics GP

      Introduction

      Controlling posting dates when not posting by batch

      How to do it...

      How it works…

      Reducing posting steps with better printing control

      Getting ready

      How to do it...

      How it works...

      There's more...

      Posting reports

      Print Options box

      See also

      Improving information with tax dates in transactions

      Getting ready

      How to do it...

      How it works...

      See also

      Gaining the option to process taxes in the general ledger

      Getting ready

      How to do it...

      How it works...

      See also

      Changing the remit-to address on a payables transaction after posting

      How to do it...

      See also

      Understanding all the financial information about an asset with fixed asset details

      How to do it...

      How it works...

      Speeding entry by copying a purchase order

      How to do it...

      How it works...

      There's more...

      Copying a sales order

      Getting control of printing with named printers

      Getting ready

      How to do it...

      How it works...

      There's more...

      Printer classes

      See also

      Speeding month-end processing with Reconcile to GL functionality

      How to do it...

      How it works...

      There's more...

      Balancing the year

      When standard functionality isn't enough

      Improving budget creation with Combine Budgets

      How to do it...

      How it works...

      8. Improving Dynamics GP with Hacks

      Introduction

      Building custom help with window notes

      How to do it...

      How it works…

      Using comments without needing a comment name

      How to do it...

      How it works...

      There's more...

      Line item comments

      Keeping the chart of accounts clean by reactivating the Account Segment warnings

      How to do it...

      How it works...

      Reducing licensing needs by preventing multiple company logins

      How to do it...

      How it works...

      Using a CNAME alias to prevent resetting all passwords in migrations or DR failovers

      Getting ready

      How to do it...

      How it works…

      Turning on more features with Dex.ini settings

      Getting ready

      How to do it...

      There's more...

      Additional Dex.ini settings

      See also

      Entering and tracking use tax with credit card functionality

      Getting ready

      How to do it...

      How it works...

      Correcting a lost password by resetting the system password

      How to do it...

      How it works...

      There's more...

      Warning the user if Caps Lock is on during login

      How to do it...

      There's more…

      Patrick Roth's solution

      Vaidhyanathan Mohan's solution

      Getting greater journal entry control by clearing recurring batch amounts

      How to do it...

      See also

      9. Preventing Errors in Dynamics GP

      Introduction

      Preventing posting errors by managing batch dates

      Getting ready

      How to do it...

      How it works…

      See also

      Reducing out-of-balance problems with Allow Account Entry

      How to do it...

      How it works...

      There's more...

      Adjustments

      See also

      Ensuring entry in the correct company by warning about test companies

      How to do it...

      How it works...

      There's more…

      See also

      Protecting Dynamics GP with key security settings

      How to do it...

      How it works...

      There's more...

      Security for security

      Security solutions

      Providing clean vendor information by properly closing purchase orders

      How to do it...

      How it works...

      Preventing account selection errors with chart segment names

      Getting ready

      How to do it...

      How it works...

      See also

      Ensuring proper year-end closing by checking posting types

      How to do it...

      How it works...

      See also

      Preventing sales of a discontinued inventory item

      How to do it...

      How it works...

      There's more...

      See also...

      Correcting errors by backing out, correcting, and copying GL entries

      How to do it...

      How it works...

      There's more...

      Subledger corrections

      10. Maintaining Dynamics GP

      Introduction

      Speeding up navigation lists by disabling Business Analyzer

      How to do it...

      How it works…

      There's more...

      See also

      Preventing entry of wrong dates by closing periods

      How to do it...

      There's more...

      The Mass Close button

      Improving performance by adjusting the AutoComplete settings

      How to do it...

      How it works...

      There's more...

      Making the change for all users

      See also

      Cleaning up Accounts Receivable with Paid Transaction Removal

      Getting ready

      How to do it...

      How it works...

      There's more...

      The balance forward method

      Providing correct tax information by updating 1099 information

      How to do it...

      How it works...

      There's more...

      1099 vendor setup

      Maintaining updated code by rolling out service packs with Client Update

      Getting ready

      How to do it...

      How it works...

      There's more...

      Service pack errors

      Improving stability by managing dictionaries

      How to do it...

      How it works...

      There's more...

      The Dynamics.set file

      Safeguarding data by backing everything up

      How to do it...

      How it works...

      There's more...

      Additional backups

      Resolving errors with the Check Links utility

      How to do it...

      How it works...

      See also

      Speeding login by clearing the Menu Master table

      How to do it...

      How it works...

      Validating balances with the Reconcile utility

      How to do it...

      How it works...

      See also

      Troubleshooting issues with a DexSQL log

      How to do it...

      How it works...

      See also

      Speeding security setup with user copy

      Getting ready

      How to do it...

      11. Extending Dynamics GP with the Support Debugging Tool

      Introduction

      Extending Dynamics GP with the Support Debugging Tool

      How to do it...

      Coloring windows by company

      Getting ready

      How to do it...

      How it works...

      There's more…

      See also...

      Capturing and sending screenshots for support

      How to do it...

      How it works...

      There's more...

      Default settings

      Logging transactions for troubleshooting

      How to do it...

      There's more...

      Automatic logging

      Executing SQL from within Dynamics GP

      How to do it...

      How it works...

      Getting information about security resources

      How to do it...

      How it works...

      There's more...

      Automatic security profiles

      Export/import security logs

      12. Extending Dynamics GP Professional Services Tools Library

      Introduction

      Installing and configuring Professional Services Tools Library

      Getting ready

      How to do it...

      There's more…

      Disable a company database to prevent users from logging in

      How to do it...

      How it works…

      Replicate settings and data to a new company with Company Copy

      Getting ready...

      How to do it...

      How it works…

      Duplicate data between companies using Master Triggers

      Getting ready...

      How to do it…

      How it works…

      There's more…

      Merge records with Combiner

      How to do it...

      There's more...

      Import from spreadsheet

      Other Combiner functions

      Change data using Modifier

      How to do it…

      There's more...

      Customer name Modifier

      Import from spreadsheet

      Other Modifier functions

      Setting a minimum PO/Receipt Number

      Getting ready

      How to do it...

      How it works…

      Preventing date errors with Doc Date Verify

      Getting ready

      How to do it...

      How it works...

      Index

      Microsoft Dynamics GP 2013 Cookbook

      Microsoft Dynamics GP 2013 Cookbook

      Copyright © 2013 Packt Publishing

      All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

      Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

      Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

      First published: July 2010

      Second edition: May 2013

      Production Reference: 1170513

      Published by Packt Publishing Ltd.

      Livery Place

      35 Livery Street

      Birmingham B3 2PB, UK.

      ISBN 978-1-84968-938-0

      www.packtpub.com

      Cover Image by Sandeep Babu (<sandyjb@gmail.com>)

      Credits

      Authors

      Ian Grieve

      Mark Polino

      Reviewers

      Vaidhyanathan Mohan

      Jivtesh Singh

      Joseph R. Tews

      Acquisition Editor

      Kartikey Pandey

      Lead Technical Editor

      Susmita Panda

      Technical Editors

      Prasad Dalvi

      Worrell Lewis

      Amit Ramadas

      Varun Pius Rodrigues

      Project Coordinator

      Kranti Berde

      Proofreaders

      Lawrence A. Herman

      Linda Morris

      Indexer

      Monica Ajmera Mehta

      Production Coordinator

      Aparna Bhagat

      Cover Work

      Aparna Bhagat

      About the Author

      Ian Grieve is a Microsoft Dynamics GP and CRM certified consultant specializing in the delivery of Microsoft Dynamics GP and CRM projects. He is a senior consultant at Perfect Image Ltd., a Microsoft partner and VAR in the North East of England.

      Ian has worked with Microsoft Dynamics GP since 2003 and, over the years since, has dealt with all aspects of the product life cycle from presales, to implementation, to technical and functional training, to post go-live support and subsequent upgrades, and process reviews.

      Alongside his work with Microsoft Dynamics GP, he has fulfilled a similar role dealing with Microsoft Dynamics CRM, with a special emphasis on project delivery and training of end users on the management of sales, marketing, and service.

      In his spare time, Ian runs the azurecurve | Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk) blog dedicated to Microsoft Dynamics GP and related products and tries, often unsuccessfully, to squeeze in extra time for the Dynamics CRM-related blog coralcurve | A Consultant's Dabblings in Dynamics CRM (http://www.coralcurve.co.uk).

      Acknowledgment

      Thanks to my parents for their support through the years, especially my dad who got me into computers when I was young; it's turned from a hobby into a good career.

      Thank you to Rob Hankin and William Morris at Perfect Image Ltd., for your openness to my writing this book; without your support this project would never have been started.

      Thanks also to Dave Staples who, despite my initial reluctance, first got me working on Financial Management Systems and then working with Microsoft Dynamics GP; first on the helpdesk and then progressing into a consultant's role. Without you I'd never have been in a position to start this book.

      Thanks must also go to Andrew Cooper (AGC, never AC) with whom I worked alongside on Dynamics GP for a number of years as we not only learned the system, its flaws, and imperfections, but also its depth, breadth, and capabilities.

      Finally, thanks to the people at Packt Publishing who I worked with through the course of the project and, not least, to Mark Polino for the predecessor version of this book and for his efforts in the wider Dynamics GP community.

      About the Author

      Mark Polino is a Microsoft MVP for Dynamics GP, a Certified Public Accountant, and a Microsoft Certified Business Management Solutions Professional. He is the author of the premier Dynamics GP related blog, DynamicAccounting.net, and the creator and presenter of the successful series Getting More Out of Microsoft Dynamics GP: 50 Tips in 50 minutes. Mark has worked with Dynamics GP and its predecessor, Great Plains, for more than 10 years.

      He works as a Principal Consultant with I.B.I.S., Inc. and spends his days helping clients implement Microsoft Dynamics GP.

      Acknowledgment

      To my wife Dara and my children, Micah and Angelina, thank you for your support in this project. You've patiently endured this obsession without complaining or killing me in my sleep. To mom and dad, thanks for the cheerleading even though you had no idea what this book is about.

      Thank you to Andy Vabulas, Dwight Specht, and Clinton Weldon at I.B.I.S. for your support of this book. Without your openness to this project it never would have happened. To Abby, Troy, Ross, and all the other I.B.I.S. consultants who listened to me drone on about how the book was progressing, you have both my apologies and my thanks for your encouragement.

      I owe a debt of gratitude to the kind folks at the Hampton Inn in Mt. Airy, NC. The majority of this book was written there while working on a Dynamics GP project. The hotel is staffed with some of the nicest people that you will ever meet and they were happy to fuel this book with great rooms and Diet Mt. Dew.

      Much of this book was written on an Acer netbook. Without the small size and long battery life of the netbook, Microsoft Dynamics GP 2010 Cookbook would never have been finished on time.

      To everyone else who has offered encouragement throughout this project, you have my thanks. To those who have been less than encouraging, I hope you someday decide to write a book.

      About the Reviewers

      Vaidhyanathan Mohan is a Microsoft-certified freelance Microsoft Dynamics GP consultant with expertise in Microsoft Dynamics GP and related technologies. Starting his career as a GP developer, he slowly and steadily enhanced his skills on Microsoft Dynamics GP, both on the product and technologies, and became a complete product consultant.

      He has worked on various challenging customization developments and Dynamics GP implementations. He is an active participant on all Microsoft Dynamics GP community forums and Microsoft Dynamics GP technical blogger, namely Dynamics GP – Learn & Discuss (http://vaidymohan.com), which is listed on Microsoft's official Dynamics GP blog space. He is also one of the technical reviewers of the book, Developing Microsoft Dynamics GP Business Applications by Packt Publishing.

      He is who he is now because of his devoted parents, his brother and family, his wife and his daughter. He is an avid photography enthusiast (http://500px.com/seshadri), music fanatic, coffee addict, and immensely fond of anything about Microsoft Dynamics GP.

      Jivtesh Singh is a Microsoft Dynamics GP MVP, and a Microsoft Dynamics Certified Technology Specialist for Dynamics GP. Through his blog, which is widely read in the Dynamics GP community, he covers Dynamics GP tips, tricks, and news.

      Jivtesh is a Dynamics GP Consultant and Systems Implementer, and has been associated with the Microsoft Technologies since the launch of Microsoft .NET Framework. Jivtesh has over 10 years of experience in development and maintenance of enterprise software using best coding practices, refactoring and usage of design patterns, and Test-driven development. Jivtesh recently built a Kinect interface to control the Microsoft Dynamics GP 2010 R2 Business Analyzer with gestures. Later, he built a part of the GP Future demo for Convergence GP Keynote.

      Jivtesh has set up a custom search engine directory for Dynamics GP blog at www.gpwindow.com to help with easier access of Dynamics GP resources for the GP community. With MVP Mark Polino, he has also set up a Dynamics GP product directory www.dynamicsgpproducts.com.

      Jivtesh's blog on Dynamics GP is www.jivtesh.com. Jivtesh's custom search engine for GP blogs is www.gpwindow.com. Dynamics GP Products website is www.dynamicsgpproducts.com.

      Joseph R. Tews is a Microsoft Dynamics and SharePoint Professional, and Microsoft Certified Trainer, with experience as both a Microsoft partner and customer. Joe's experience is varied from implementations and upgrades, to product administration, support, and training delivery to end users and other Microsoft partners. He specializes in working with Microsoft SharePoint Technologies in Microsoft Dynamics GP, Microsoft Dynamics GP installation and administration, as well as working with Microsoft Dynamics CRM, Microsoft SQL Server, and Business Intelligence.

      Joe teaches Microsoft Dynamics GP and other specialized classes across the country and the world for both customers and partners, and has also been identified as a Lead Trainer for the MCT program. In recognition for his work with Microsoft SharePoint and Microsoft SharePoint Technologies in Microsoft Dynamics GP, Joe has presented multiple sessions on these topics at Microsoft's Convergence, GP Partner Connections, and GPUG conferences. Joe has also been a contributing author to multiple courseware offerings from Microsoft learning.

      I'd like to thank my family, most importantly my parents Bob and Nancy, and my sisters Corrie and Jenna, for all of their support throughout my professional career. I would also like to thank my friends and coworkers for all the help and support throughout the years. I wouldn't be where I am today without all of them.

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