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?
Continue reading “Custom Links – Change Which App is Used When Making a Phone Call”
Category: Custom Links
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!
Continue reading “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 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.
Continue reading “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 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!
Continue reading “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 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!
Continue reading “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 Checkbooks, Credit Cards and Currency
Custom links for these three areas are pretty straight forward. This option allows us to add shortcuts, by master ID, to websites pertinent to that ID. We can also add links to files! Let’s look at this more together.
Continue reading “Custom Links – Adding Custom Links for Checkbooks, Credit Cards and Currency”
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”
Dynamics GP is bursting at the seems with tons of functionality just waiting to get utilized and in this blog series, I will explore the custom links feature.
“Custom Links” is a feature available on many windows in GP and can be a huge help for folks by adding, well… Custom Links to those windows 🙂 (Teaser: I will show you how to add Inventory Item Images and how to add links to track shipments!)
In this series, I will cover all the available functionality and also share some very cool use cases that you might be able to incorporate in your organization today!
Continue reading “GP #LifeHacks 105: Using Custom Links to Track Packages, Add Images and More!”