Before you can deploy and operate Microsoft Dynamics GP in your organization, you must build the foundation for the solution.
Prepare infrastructure
Before you can install the Microsoft Dynamics GP server components, you must be sure that you have the required hardware and software.
Install the server
After you have prepared your organization’s infrastructure for a Microsoft Dynamics GP installation, you can install the Microsoft Dynamics GP server.
Resource | Description |
|---|
| Installation guides | Includes information about installing the Microsoft Dynamics GP server, including how to use Microsoft Dynamics GP Utilities to set up your account framework and create a company. |
Prepare the project team for setup
After you have installed the Microsoft Dynamics GP server, you must set up user accounts for each project team member. You must install Microsoft Dynamics GP clients at each project team member workstation and train them how to use Microsoft Dynamics GP. Use the Setup Checklist feature in Microsoft Dynamics GP to assign project team members to various tasks for setting up the program.
Resource | Description |
|---|
System Setup Guide | Includes information about how to define who can use Microsoft Dynamics GP and how to determine the level of access each of your users will have to the company information that you set up. It also includes information about how to use the Setup Checklist feature to assign users to various tasks for setting up Microsoft Dynamics GP. |
| Installation guides | Includes information about installing Microsoft Dynamics GP clients on workstations, including how to use a client installation package to install Microsoft Dynamics GP on additional client computers without having to physically go to each client computer and use the Microsoft Dynamics GP installation wizard. |
| Training for Microsoft Dynamics | Includes information about various training options available for your organization, including classroom training, online learning, onsite training, training materials, and training from your partner. |
Set up Microsoft Dynamics GP and import data
After you have set up user accounts, installed Microsoft Dynamics GP clients, trained users, and assigned setup tasks to users, you can use the Setup Checklist to set up Microsoft Dynamics GP. You also can use tools to import existing data into Microsoft Dynamics GP.
Resource | Description |
|---|
System Setup Guide | Includes information about how to use the Setup Checklist feature to set up Microsoft Dynamics GP. |
| User guides | Includes links to the user guides for each Microsoft Dynamics GP module. The guides include information about how to set up each module. |
| Microsoft Dynamics GP Developer Center on MSDN | Includes information about Integration Manager and eConnect, which are tools that you can use to import existing data into Microsoft Dynamics GP. You also can use these tools set up integrations that can be used on an ongoing basis. |
Test configuration
After you have set up and imported data into Microsoft Dynamics GP, you must test to be sure that the program is operating as expected. For example, you can print reports using Microsoft Dynamics GP to verify that data is correct. You also can enter test transactions to be sure that you’ve set up Microsoft Dynamics GP correctly. Depending on the type of transaction, you can void, delete, or adjust a test transaction after you enter it.
Extend system functionality
You can purchase additional products, or you can use development tools to customize Microsoft Dynamics GP or create new applications for Microsoft Dynamics GP.
Resource | Description |
|---|
| Industry-specific solutions | Includes links to more information about Microsoft Dynamics GP solutions. |
| Microsoft Dynamics GP Developer Center on MSDN | Includes information about Integration Manager and eConnect, which are tools that you can use to import existing data into Microsoft Dynamics GP. You also can use these tools set up integrations that can be used on an ongoing basis. |
