Overview of Workflow in Dynamics GP

Days: 0.5
  • Dynamics GP Users
  • Controller
  • Accounting Managers
  • Finance Clerks

Course Description

Microsoft Dynamics GP comes with a Workflow system that gives users the ability to create workflows, or approval processes, that are specific to organization’s needs. Workflow creates consistent processes for how a document, master record, or batch “flows” through GP by showing who must approve it, and the conditions for its approval. This overview training will show you the workflows that are now available within Dynamics GP and how they might be useful for your organization.
During this course, students will cover the following topics:
  • General overview
    • What’s new in workflow 2.0
  • Overview of existing workflows, including:
    • Purchase order approval
    • Purchase requisition approval
    • Project timesheet approval
    • Payables batch, accounts payable invoices
    • General ledger batch
    • Receivables batch
    • Project expenses
    • Vendors
Location: Training is held at our corporate head office located at 6 Antares Drive, Phase 1, Suite 200 (corner of Hunt Club Rd and Antares Dr).
Cost: $400 for 1st company registrant. $350 for each additional registrant.
Vouchers: 1/person

Upcoming Live Sessions:

There are currently no live training sessions scheduled. Contact us for live one-on-one-training options.

To register for this event, or to inquire into this course, please email crgroupacademy@crgroup.com

CRGroup Academy: Local Training in Microsoft® Business Solutions

Organizations make a significant investment in the business technologies you use every day. Corporate Renaissance Group has developed a training curriculum, offered through CRGroup Academy, to help employees make the most out of that investment.

At CRGroup Academy, you will:

  • Participate in classroom training, led by a subject matter expert
  • Be provided with training computers/workstations
  • Receive comprehensive course materials in soft-copy format
  • Obtain a course completion certificate that may be used towards Continuing Education Credits
  • Enjoy complimentary refreshments (lunch is also included with full-day courses)

Goal: Our team of experts will give you the knowledge and tools you need in order to maximize your organization’s technology investment.

Custom Training Solutions to Suit Your Needs

At CRGroup, we are committed to delivering world-class training to Microsoft solutions users. We can deliver custom training programs and courses to suit your needs. Please send us an email to inquire further about our custom training solutions.