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Plan your Microsoft Dynamics GP Training: How Much and For Whom?

by Victoria Yudin
Founder, Flexible Solutions Inc. ,

The following article is adapted from Victoria Yudin's new book Microsoft Dynamics GP 2010 Implementation.

In my last article I discussed important factors for trainers to follow.  Now I'd like to focus on the training materials and their delivery.

Successfully training an organization on Microsoft Dynamics GP modules usually comes down to the questions of who, when, and how.  Who needs what training? When do they need it? How should training be delivered to the different people?

Often training classes and manuals for Microsoft Dynamics GP modules will start with the setup of the module, then go into detail for each type of transaction possible, and then cover routines and utilities available in the module.

Think about the users for your Dynamics GP system. How many of them will need to change setup options, or even have the permissions to do so? How many of them will be performing maintenance if there are issues? Typically the answer is one or two (we will call them super users). The rest of the users (regular users) will be entering transactions, inquiring on them, printing reports, and analyzing data.

One idea for training your super users on the setup options of Dynamics GP is to do it at the same time as the module setup. That way, as you are going through all the settings you can explain the available options to them and at the same time get their feedback on the most appropriate settings for the company. Super users thus become part of ...

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About Victoria Yudin

Victoria has been designing, implementing, integrating, and customizing business management and accounting systems for over 20 years. She has been a user of Microsoft Dynamics GP (and its Great Plains Software predecessor) since it was available on DOS and has been a Dynamics GP consultant for almost 15 years. Victoria has the distinction of being the only person in the world named a Microsoft Dynamics GP Most Valuable Professional (MVP) each consecutive year since 2005. Victoria has an undergraduate degree from the Wharton School of Business at the University of Pennsylvania, and has numerous certifications for Microsoft Dynamics GP and related technologies.

In November 2000, Victoria started Flexible Solutions, Inc. to bring together her experience in accounting and business with her love for technology. Flexible Solutions is a Microsoft Dynamics GP Partner, offering the GP Reports Viewer add-on for Dynamics GP, as well as Microsoft Dynamics GP implementation, reporting, and support services.

In September 2008, Victoria started her blog, called Ramblings and musings of a Dynamics GP MVP to share her experiences and thoughts with the Dynamics GP community.  Victoria is the author of the book Microsoft Dynamics GP 2010 Implementation and Microsoft Dynamics GP 2013 Implementation.

More about Victoria Yudin