Category: #GPLifeHacks

Dynamics GP Life Hacks (Tips and Tricks) from Dynamics Con

Just a quick write up to share the video of my session at Dynamics Con 2021 (Wave 1).

Dynamics Con is a free virtual conference, so thank YOU to all the sponsors who made this possible!


Thanks for reading!

Shawn Dorward

Microsoft MVP, Business Applications

LifeHacks365.com | LinkedIn | Twitter

New Dynamics GP Forum Opened… and it’s FREE!

I am happy to share this exciting news! A free and open forum for Dynamics GP has been added to https://dynamicsuser.net/

Dynamics User Group (DUG) has been around for over 20 years as a free forum, mostly for AX and NAV. So it’s not new, but they JUST added a Dynamics GP leg to the user group. And why not… I mean, if you know GP’s history, a forum nicknamed DUG… SHOULD have Dynamics GP and this is VERY APPROPRIATE 🙂

I’ll be helping add color and context there as well as other forums, so check it out, post your questions, see what happens!

Community is and should always be free…

Dynamics User Group is the host of an upcoming FREE Dynamics Conference (Virtual/Online).

I am excited to be presenting about GP as well as being part of the keynote for this event! The event is March 16h – March 18th – and yup, it’s Free to register, free to participate and not only SOME of it is free.. it’s all free – easy enough?


Thanks for reading!

Shawn Dorward

Microsoft MVP, Business Applications

LifeHacks365.com | LinkedIn | Twitter

GP #LifeHacks 201: Faster Transaction Search

Fellow Microsoft MVP and friend Steve Endow has released a FANTASTIC replacement for the transaction search windows for PM and RM in Dynamics GP.

I will be posting a more detailed write up on this post soon but in the mean time, here is the link to his post for instructions, etc… it’s FAST AND FREE!!

Continue reading “GP #LifeHacks 201: Faster Transaction Search”

GP #LifeHacks 200: Replace Management Reporter with Jet Reports

Some time ago Microsoft announced that Management Reporter was no longer going to get development support.  This meant that it was time to start exploring options to replace MR internally for financial reporting.  No rush, MR isn’t going away soon, but why not explore…

Here is a link with some information about this:

https://www.jetglobal.com/promos/gp/upgrade-from-management-reporter/

At the same time that the announcement occurred, Microsoft also announced a FREE solution to report our financials… FREE… plus it is EXCEL based.  WHAT?!?!?! Awesome, I know!!

Jet Express (Now called Jet Basics) is 100% FREE and does a great job of utilizing Excel and connecting directly to your GP data source for financial reporting… don’t let FREE push you away… it is a VERY powerful free tool and can replace Management Reporter.

Jet Basics is a great way to get started with financials in Excel.  Jet Reports takes it one step further… and it’s totally awesome!!!

In this series I will break down how to install Jet Reports and how to build out your first simple reports.
Continue reading “GP #LifeHacks 200: Replace Management Reporter with Jet Reports”

GP #LifeHacks 147: Show Unused Codes On Paystub With YTD Information!

Payroll for Microsoft Dynamics GP is packed with tons of cool functionality… most importantly.. making sure everyone gets paid! 🙂
How about those deductions and benefits… yup, it handles those too, all represented on the employee pay stub… SWEET!
But what happens when a code is inactivated part way through the year… the code no longer shows up on the statement!?!?!?! YIKES!
That’s OK, you can change a simple setting to get them to show up, automatically… keeping your employee’s happy and showing that very valuable YTD amount… especially come close to the end of the year, right?
Here’s how:
Continue reading “GP #LifeHacks 147: Show Unused Codes On Paystub With YTD Information!”

GP #LifeHacks 105: Using Custom Links to Track Packages, Add Images and More!

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!”

GP #LifeHacks 163: Smartlists gone WILD!! Search Functionality explained

One of the MANY things that sets Dynamics GP apart from other ERP solutions… SMARTLISTS BABY!!!
Smartlists are a linear list of your data.  You can customize them easily but out of the box, there are lists for all transactions, vendors, customers, and TONS of other things.
With the SmartList tool (free/included with Microsoft Dynamics GP) you have the ability to do some valuable filtering of your data… this filtering is made available through data ‘Search’ options.
A simple search example would be, show me all the transactions for Vendor XYZ… and BOOM, there they are… but what if your search is a little more complex that that?  Let’s take a look at the options for basic and advanced search functionality.
Continue reading “GP #LifeHacks 163: Smartlists gone WILD!! Search Functionality explained”

GP #LifeHacks 101: Use dimensions WITHOUT Analytical Accounting! MDA to the rescue!

AA (Analytical Accounting) provides the ability to add additional details to transactions without adding new segments to your chart of accounts.  It does a lot of other ‘fun’ stuff, but before you dive into the deep end… consider an alternative… consider Multidimensional Analysis (MDA for the acronym fans out there).
Once thought to be removed from Dynamics GP (and maybe even some folks still believe it is not in GP), MDA lives and breathes in Dynamics GP and is an underutilized feature… so let’s take a look at this functionality!

What is MDA and how does it work?

Continue reading “GP #LifeHacks 101: Use dimensions WITHOUT Analytical Accounting! MDA to the rescue!”