One of my sessions, sponsored by the GP User Group, will focus on an Excel Tips and Tricks – Life Hacks. We will cover overlooked functions, cool ways of handling certain situations, new functionality and MUCH MORE!
Track: Extracurriculars
Thursday, October 17, 2019 | 8:00 AM – 9:00 AM
One of my sessions, sponsored by the GP User Group, will focus on Power Query – the background engine for Power BI!
Track: BI/Reporting
Wednesday, October 16, 2019 | 12:45 PM – 1:45 PM
Are you attending Summit 2019 in Orlando Flordia? I am! For more information on this event, my sessions, and why it is a MUST attend event for end users, please checkout the information below!
User Group Summit is an annual conference for all things relating to Microsoft Business Applications and the Microsoft Power Platform.
This years event is going to be HUGE! With so much to learn, it’s no doubt the best place for end users to sharpen their skills! Sessions are built from introduction to expert and every step in between! In just 3 short days, you can go from zero to hero and it’s certainly a MUST attend for end users!
Continue reading “Come See Me at Summit 2019 #UserGroupSummit”
Does your bank rec take too long to process? Try this trick to move the historic/reconciled data to history tables and speed up the process!
Continue reading “GP #LifeHacks 204: Remove Bank Rec History”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”
Jet Reports is easy to install. Once you have the file downloaded (visit here) you are ready to install the add-in for Excel.
Financial Reporting for Dynamics GP… if you export it to Excel from Management Reporter, why not just START in Excel, right?
Here is how to install Jet Reports:
Continue reading “Jet Reports – How do I install it?”
Jet Reports is an Excel Add-in that can be used to easily create financial statements and other business intelligent reports. It lives in excel and connects directly to your Dynamics GP database. There is even a free version… interested? YES PLEASE!!
This quick write up walks through how to get the Jet Reports add-in and get it installed in your excel application.
Jet Reports works with versions of GP dating all the back to version 9… it also even works with Excel 2010!! So, let’s take a look.
For the complete series listing on Jet Reports – Click here!
Continue reading “Jet Reports – What is it and how do I get it?”
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”
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.
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.
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”
