Category: Custom Links

Custom Links – Change Which App is Used When Making a Phone Call

In earlier posts for the Custom Link series, I shared how you can setup a custom link to invoke a phone call using Skype for Business… directly from within Microsoft Dynamics GP!
In this article, I will be sharing a quick update on how to switch from Skype for Business to Microsoft Teams.
Generally businesses are using Skype for Business, and upon install, this becomes the default application for invoking phone calls.  But with the increasing development on Teams, and the growing desire to change from Skype for Business to Teams… how do you tell the software to use Teams for phone calls instead of Skype?
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Custom Links – Using Skype for Business from within Dynamics GP

As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.

Creating Custom Links in conjunction with Skype for Business

Yes, you read that correctly… Do you use Skype for Business and Dynamics GP?  Do you want to have links that automatically open up chat windows or place phone calls?
Yes, you can!! Let’s take a look at this together!
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Custom Links – Adding Custom Links for Vendors

As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.

Creating Custom Links for Vendors

Custom Links for vendors is based on Address Types and the values in the fields on the Internet Information Window for the address ID, assigned to the specific address type.  Deep Breathe, we will walk through this. 🙂  Each address ID provides several data locations to store links.  We can add custom links to email addresses, websites and more!  Let’s look at this more together.
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Custom Links – Adding Custom Links for Inventory Items

As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.

Creating Custom Links for Inventory Items

Custom Links for Items can be pretty helpful, indeed!  We can link directly to folders holding documents relating to the inventory item, links to ‘punch out’ to a vendors website for that item, or even something simple but extremely helpful, an Image of the item!
Let’s take a look at this together!
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Custom Links – Adding Custom Links for Employees

As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.

Creating Custom Links for Employees

Custom Links for Employees can be pretty helpful, indeed!  We can link directly to folders holding employee documents or even open an employee photo!
Let’s take a look at this together!
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Custom Links – Adding Custom Links for Customers

As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.

Creating Custom Links for Customers

Custom Links for customers is based on Address Types and the values in the fields on the Internet Information Window for the address ID, assigned to the specific address type.  Deep Breathe, we will walk through this. 🙂  Each address ID provides several data locations to store links.  We can add custom links to email addresses, websites and more!  Let’s look at this more together.
Continue reading “Custom Links – Adding Custom Links for Customers”