Charts and Key Performance Indicators (KPIs) are great tools to provide us with a quick visual reference of analysis without sifting through complex details. Microsoft Dynamics GP has had a built-in chart and KPI section in the last two releases (versions 10 and 2010) referred to as the “Metrics” section. As of Microsoft Dynamics GP [...]
continue reading...Posts Tagged ‘Microsoft Dynamics GP 2010’
Dynamics GP Video Tip: Using My Reports Feature – How to Customize the Home Page Part 4
Read original post on the CAL Business Solutions Tips & Tricks Blog. One thing users love about Microsoft Dynamics GP is the strong financial reporting. You can use the “My Reports” feature on the Microsoft Dynamics GP home page to make sure your favorite reports are always at your fingertips. The reports that show on [...]
continue reading...4 Ways SalesPad Transforms Your Microsoft Dynamics GP User Experience for Maximum Sales Results
“The difference between getting somewhere and nowhere is the courage to make an early start.” – Charles M. Schwab Microsoft Dynamics GP is a great tool to improve your company’s efficiency, but are you getting the most out of your system? Perhaps your sales team is spending too much time entering documents when they [...]
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...17 Most Commonly Overlooked Set-Up and On-Going Use Issues in Microsoft Dynamics GP
“Everything should be made as simple as possible…but not simpler.” - Albert Einstein We recently held a Microsoft Dynamics GP User Group Meeting in St. Louis, MO. Our feature speakers were the owners from Reporting-Central. One of their products that caught my attention was “The Validator”. This product helps Dynamics GP users eliminate manual [...]
continue reading...Easy Navigation Options in Microsoft Dynamics GP Part 3
In a couple of my previous blog posts, Easy Navigation Options in Microsoft Dynamics GP part 1 and Easy Navigation Options in Microsoft Dynamics GP part 2, we explored adding shortcut links to several areas in the system. My final focus on the “Easy Navigation in Microsoft Dynamics GP” series is exploring the use of [...]
continue reading...Easy Navigation Options in Microsoft Dynamics GP Part 2
In one of my previous blogs “Easy Navigation Options in Microsoft Dynamics GP Part 1”, I showed an easy way to set up shortcuts to windows, SmartLists, and websites on the Home Area page of Microsoft Dynamics GP. In this blog post, I want to demonstrate easy ways to take advantage of the built-in shortcuts [...]
continue reading...Easy Navigation Options in Microsoft Dynamics GP (part 1 of 3)
Navigation with Microsoft Dynamics GP can be made easier by using some of the basic features available on the Home Area page of the system. By utilizing the sections “My Reports”, “Quick Links” and user-created shortcuts, one can configure the system to provide easy access to windows, reports, and SmartLists commonly used without navigating through [...]
continue reading...Microsoft Dynamics GP and Advent Integration — the Perfect Family Office and Wealth Management Software Solution
A large, well-known, and highly respected family office and investment firm that manages over 270 individuals’ trusts and foundations was in dire need of upgrading their current software. They were operating on an older, crude DOS-based system that required a great deal of effort because of manual entries into spreadsheets necessary for their reporting. This [...]
continue reading...Planning To Deploy a New ERP system?
The complaints probably started a while ago. “The systems is so slow, I can’t get anything done on time”. Just a few minor complaints at the beginning, and they were infrequent, so they were rather easy to dismiss. As your company has grown, however, those complaints become more frequent, and more strenuous. Have you heard [...]
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