One of the great things about Microsoft Dynamics GP is it’s full of customization options. One such option is the home page. Home page customization provides you a convenient way to view everything you need on a daily basis and remove what you don't. Whether you want specific windows or reports, you can add them [...]
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Attaching Custom SSRS Reports to Master Cards in Dynamics GP
With each new version of Dynamics GP, the reporting options continue to grow. In the past we have discussed the Business Analyzer and how it can be used to give data to people without having them log into GP. We also discussed how to use Word Templates to create custom invoices and purchase orders for [...]
continue reading...WebSan Solutions Has Been Featured in the Globe and Mail’s “The Challenge”
Each week, the Globe and Mail seeks out expert advice to help a small or medium-sized company overcome a key issue. WebSan’s challenge was: How can WebSan persuade its clients to take training and implementation more seriously while preserving good business relationships? We had three experts give us advice, and they came up with the [...]
continue reading...The Time Is Right to Get Current on Your Dynamics GP or SL Maintenance Plan!
For a limited time, customers who have lapsed on their Microsoft Dynamics Business Ready Enhancement Plans (BREP) can renew their plan with discounted lapsed fees (and save save thousands). From April 10, 2013 through June 21, 2013, customers who have lapsed prior to October 1, 2011 (customers who have lapsed for more than 18 months) can [...]
continue reading...Dynamics GP Journal Entry: Paste from Excel- Free Add in!
Are you tired of manually entering long and lengthy journal entries? Great news: now you don’t have to! There is a simple-to-use new add-in tool and it’s FREE! This add-in tool allows for a basic cut/paste operation of GL Journal Entries originating in Excel to the GL-Transaction Entry window. Here’s how to do it: Create a spreadsheet with 4 [...]
continue reading...Dynamics GP – Safeguarding GP with a Strong System Password
The Dynamics GP System Password restricts access to system-wide setup information, such as setting up new user records, assigning user security or printing reports which contain that information. Having a secure System Password is a crucial step in maintaining a well-protected GP environment. As necessary as a System Password is for your GP environment, entering [...]
continue reading...Month, Quarter, and Year Selection for SmartLists in Microsoft Dynamics GP
It’s no surprise that many reports are prepared on a quarterly basis. Within Microsoft Dynamics GP’s SmartList tool, this is usually performed by running the selected SmartList and using the “Search” options to narrow down on a certain date field with a range. Lately, I have been working on a lot of customized SQL Reporting [...]
continue reading...12 Steps to Secure Dynamics GP Word Templates
Microsoft moved to the Word template functionality to provide improvements over the current report generation tool Report Writer. Some of the improvements are: Better support for graphics such as logos The report can be formatted to any font. One can add various Microsoft Word Features such as watermarks to your documents. You can have various [...]
continue reading...Dynamics GP Video Tip: Using Reminders and Tasks – How to Customize the Home Page Part 3
Microsoft Dynamics GP can help you stay organized with to do lists and reminders. Part 3 in this series about customizing the Dynamics GP home page shows you how to set up and use reminders and tasks. You can set up one time or reoccurring tasks for yourself, or assign tasks to other users. These [...]
continue reading...Step-by-Step: Instructions for Creating Case Categories in Microsoft Dynamics AX
Step-by-Step instructions for creating case categories in Microsoft Dynamics AX By Donald Hilton, AX Product Manager Creating case categories in Microsoft Dynamics AX really saves time. 1.Click on FCMP>Sales and marketing>Setup>Cases 2.Click the New button arrow and Select Case Category 3.In the top section enter a case category. This field has a 10 character limit [...]
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