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 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 … Continue reading Custom Links – Adding Custom Links for Checkbooks, Credit Cards and Currency

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 … Continue reading Custom Links – Adding Custom Links for Customers

Dynamics GP & Power BI – Unable to connect to the Power BI site. Contact your system administrator.

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018. To view the full … Continue reading Dynamics GP & Power BI – Unable to connect to the Power BI site. Contact your system administrator.

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

SmartList Search Options – Advanced Search: Using Wildcards and ANY FIELD

As part of a SmartList Search series (which can be found here), we will discuss advance search requirements AND using wildcards. Wildcards are available in the SmartList search.  They are a few that I know of... someone once told me there were others but I have yet to figure that out... if I have missed … Continue reading SmartList Search Options – Advanced Search: Using Wildcards and ANY FIELD

SmartList Search Options – Using basic search requirements AND Field comparisons!

As part of a SmartList Search series (which can be found here), we will discuss how to use the search window for basic search requirements.  Requirements can go beyond basic, don't worry, we talk about that too! Basic Search Options Each SmartList can be filtered... and they can be filtered by multiple values.  Each filter … Continue reading SmartList Search Options – Using basic search requirements AND Field comparisons!

SmartList Search Options – Maximum Records & Search Types (And/Or Logic)

As part of a SmartList Search series (which can be found here), we will discuss the search options available in the search window. Search options are found at the bottom of the SmartList search window.  There are two options available; Maximum Records and Search Type.  In addition to these two options, I will also talk … Continue reading SmartList Search Options – Maximum Records & Search Types (And/Or Logic)

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

MBS Podcast #003: Meeting dos and don’ts – I’m sorry, I was on mute.

Meeting dos and donuts... I mean don'ts. Today we’ll be talking about Conference Calls and meetings. Listen in as we talk about do’s and don’ts for attending and managing calls and meetings. Don’t be surprised if we get off topic, while we make each other laugh. Is the third time the charm?? Maybe not... either … Continue reading MBS Podcast #003: Meeting dos and don’ts – I’m sorry, I was on mute.

Dimension Analysis for MDA – SQL View for Dynamics GP

Earlier I wrote about how to use MDA for dimension analysis rather than Analytical Accounting.  You can find that blog here. To continue that thought, I have created a SQL view to help users get that dimensional analysis data easily!  The script captures commonly used data - if you feel I am missing something, please … Continue reading Dimension Analysis for MDA – SQL View for Dynamics GP