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The Resource Group

Easy Navigation Options in Microsoft Dynamics GP Part 2


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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 on the Home Area page as well as adding shortcuts to the “My Reports” and “Quick Links” sections of this page. While these are popular options, they do not offer the ability to group link items and will only provide a manually sortable list of shortcuts. The Home Area page will come loaded with defaults that are defined by a user’s Home Area role. This can be changed, but any customization will be lost.

 

The Quick Links area of the Home Area can be used to add shortcuts to Microsoft Dynamics GP windows, navigation lists, webpages, or external programs or files. My default Home Area role does not include a Quick Link to the Customer Maintenance window. To add this, I can click on the “Change Details” button on the Quick Links section. On the Quick Links Details window, I can use the “Add” button to select if I want to add a Microsoft Dynamics GP windows, navigation lists, webpages, or external programs or files (in this case a Microsoft Dynamics GP window). From here, I can then select the window to add (Customer Maintenance) and the window will show up in the list of Quick Links.

 

The “My Reports” section is just as easy to update and can be updated several different ways to include commonly accessed reports. My favorite way is to open or build a Report Option that I would like to include in this area. In this case, I have a Receivables Historic Aged Trial Balance Report Option I would like to add. I can open the Report Option and on the window, there is a “My Reports” button that will allow me to add the Report Option to the “My Reports” area on the homepage.

 

Another quick way to add shortcuts to the homepage is to open a window that you would like to add a shortcut for. With the window open, select File > Add to Shortcuts. This will add a shortcut to the homepage for that window.

 

Learn more helpful tips by contacting a Microsoft Dynamics GP partner like The Resource Group (http://www.resgroup.com/).

 

By The Resource Group, Microsoft Dynamics GP partner in Washington.

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