System and utilities resources for Microsoft Dynamics GP

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This page includes links to the system and utilities documentation resources for Microsoft Dynamics GP. You can right-click the document links and choose Save Target As to save the documents to your computer.

On This Page
Installation guidesInstallation guides
Administrator and user guidesAdministrator and user guides
Sample reportsSample reports
Related white papers and articlesRelated white papers and articles

Installation guides

Name and descriptionDownloadsLast updated

Microsoft Dynamics GP Installation Instructions
Contains the installation checklist and instructions for installing Microsoft Dynamics GP and its additional products. Also explains how to set up a company and an account framework. (64 pp.)

Microsoft Dynamics GP Installation Instructions (Installation.pdf)Download as PDF
1,112 KB

Microsoft Dynamics GP Installation Instructions (Installation.xps)Download as XPS
1,876 KB

April 25, 2007

Workflow Installation Guide
Explains how to install Workflow components on a Web server running Office SharePoint Server 2007. (54 pp.)

Note

Before installing Workflow, install the following hotfixes on the Web server running Office SharePoint Server 2007.

Windows Workflow Foundation hotfix: This hotfix resolves issues regarding the escalation of tasks. To download this hotfix, go to the Microsoft Download Center and search for KB932394.

Office SharePoint Server hotfix: This hotfix resolves issues that occur when you submit multiple documents for approval from a list, or when you deactivate a workflow. For more information about this hotfix, go to Microsoft Support and search for Knowledge Base article 934790. To obtain this hotfix, contact Microsoft Customer Support Services. For a complete list of Microsoft Customer Support Services telephone numbers and information about support costs, view the Microsoft Support contact information.

Workflow Installation Guide (WorkflowInstallation.pdf)Download as PDF
909 KB

Workflow Installation Guide (WorkflowInstallation.xps)Download as XPS
1,689 KB

April 27, 2007

(Updated August 30, 2007, on CustomerSourceCustomerSource logon required)

Administrator and user guides

Name and descriptionDownloadsLast updated

Audit Trails
Explains how to install, upgrade, set up, and use Audit Trails to track change history on any data changes that occur within Microsoft Dynamics GP. Audit Trails helps support compliance with regulations for how you secure, manage, and control your business data, such as Sarbanes-Oxley and FDA 21 CFR Part 11. (24 pp.)

Audit Trails (AuditTrails.pdf)Download as PDF
730 KB

Audit Trails (AuditTrails.xps)Download as XPS
1,775 KB

April 24, 2007

Electronic Signatures
Describes how to install, set up, and use Electronic Signatures to enable authorizations for system changes and attach reason codes and comments to change history. Electronic Signatures helps you meet the requirements of data compliance regulations such as FDA 21 CFR Part 11 and the Sarbanes-Oxley Act. (18 pp.)

Electronic Signatures (ElectronicSignatures.pdf)Download as PDF
506 KB

Electronic Signatures (ElectronicSignatures.xps)Download as XPS
1,182 KB

April 24, 2007

Integration Guide For Microsoft Retail Management System Headquarters
Explains how to install and set up the integration between Microsoft Dynamics GP and Retail Management System (RMS) Headquarters, and describes how to import data from RMS Headquarters into Microsoft Dynamics GP. (26 pp.)

Integration Guide For Retail Management System Headquarters (RMSIntegration.pdf)Download as PDF
673 KB

Integration Guide For Retail Management System Headquarters (RMSIntegration.xps)Download as XPS
1,321 KB

March 20, 2007

Planning for Security
Helps you determine how to make your Microsoft Dynamics GP data as secure as possible. Includes security recommendations for Microsoft Dynamics GP, as well as servers, networks, and other components of your implementation. (43 pp.)

Planning for Security (SecurityPlanning.pdf)Download as PDF
617 KB

Planning for Security (SecurityPlanning.xps)Download as XPS
1,300 KB

April 19, 2007

Professional Services Tools Library
Explains how to install and use the Professional Services Tools Library, and includes descriptions of the tools available for each series. (54 pp.)

Professional Services Tools Library (ProfServicesToolsLibrary.pdf)Download as PDF
774 KB

Professional Services Tools Library (ProfServicesToolsLibrary.xps)Download as XPS
1,744 KB

April 27, 2007

System Administrator's Guide
Describes how to customize, maintain, and protect your system and its data, including password setup, data damage repair, and remote processing. Also includes technical reference and troubleshooting sections. This manual is intended for system administrators, controllers, IS staff, and those who maintain or troubleshoot a complex Microsoft Dynamics GP implementation. (106 pp.)

System Administrator's Guide (SystemAdminGuide.pdf)Download as PDF
1,364 KB

System Administrator's Guide (SystemAdminGuide.xps)Download as XPS
1,985 KB

April 25, 2007

System Setup Guide
Describes how to set up company, tax, and user information, such as payment terms and user access. Suggests additional tools for setting up and customizing Microsoft Dynamics GP, and includes organizational structures and business alerts information. (210 pp.)

System Setup Guide (SystemSetup.pdf)Download as PDF
2,950 KB

System Setup Guide (SystemSetup.xps)Download as XPS
3,760 KB

April 24, 2007

System User's Guide
Introduces the Microsoft Dynamics GP system and interface. Includes information about integrations, data processing, and reports. (154 pp.)

System User's Guide (SystemUsersGuide.pdf)Download as PDF
2,247 KB

System User's Guide (SystemUsersGuide.xps)Download as XPS
3,286 KB

April 24, 2007

What's New in Microsoft Dynamics GP 10.0
Describes the enhancements that are available in Microsoft Dynamics GP 10.0. (32 pp.)

What's New in Microsoft Dynamics GP 10.0 (WhatsNew.pdf)Download as PDF
553 KB

What's New in Microsoft Dynamics GP 10.0 (WhatsNew.xps)Download as XPS
1,225 KB

November 13, 2007

Workflow Administrator's Guide
Describes how to set up the Workflow system and create individual workflows, or approval processes. A workflow defines how a document or batch flows through the system by showing which users must approve the document or batch, and the conditions under which they must approve it. Also explains how to set up approval workflows for purchase orders, sales quotes, credit limit overrides, and financial batches. (111 pp.)

Workflow Administrator's Guide (WorkflowAdministration.pdf)Download as PDF
1,496 KB

Workflow Administrator's Guide (WorkflowAdministration.xps)Download as XPS
2,569 KB

April 30, 2007

(Updated July 5, 2007, on CustomerSourceCustomerSource logon required)

Sample reports

Name and descriptionDownloadsLast updated

Microsoft Dynamics GP Sample Reports
Contains samples of and information about some of the more common Microsoft Dynamics GP core functionality reports. (385 pp.)

Microsoft Dynamics GP Sample Reports (SampleReports.pdf)Download as PDF
1,579 KB

Microsoft Dynamics GP Sample Reports (SampleReports.xps)Download as XPS
2,652 KB

May 7, 2007

Related white papers and articles

Name and description

Accessibility for people with disabilities
Describes how to make Microsoft Dynamics GP more accessible for everyone to use.

Choosing a development tool
Provides guidance when choosing which development tool to use to create an integration for Microsoft Dynamics GP.

Home page metrics for Microsoft Dynamics GP
Contains examples of the types of graphs that can be displayed in the metrics area of the home pages, and descriptions of the metrics that are available with Microsoft Dynamics GP. The metrics area on your home page displays graphical representations of your Microsoft Dynamics GP data.

Increase productivity with Microsoft Dynamics GP, Office SharePoint Server
Explains how you can use Microsoft Dynamics GP 10.0 with Office SharePoint Server 2007 to create flexible, easily implemented workflows, use advanced searching capabilities, and view collaborated business intelligence information.

Microsoft Dynamics GP architecture
Describes the architecture for Microsoft Dynamics GP. Explains how the architecture’s features make Microsoft Dynamics GP an outstanding solution for organizations implementing a business management system today, and describes how the architecture allows Microsoft Dynamics GP to grow with these organizations in the future.

Using keyboard shortcuts in Microsoft Dynamics GP
Explains how to use the keyboard shortcuts in Microsoft Dynamics GP.

Using Group Policy to deploy Microsoft Dynamics GP
Describes how to use Group Policy to automatically distribute Microsoft Dynamics GP to client computers.

Using Microsoft Systems Management Server to deploy Microsoft Dynamics GP
Describes how to use Microsoft Systems Management Server to automatically distribute Microsoft Dynamics GP to client computers.

Note

TheCustomerSource logon required icon indicates secure content that is available on CustomerSource. Visit the Realize the benefits of CustomerSource page for more information.



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