How to Adjust the SmartList Favorites Pane in Dynamics GP 2013
After upgrading to Dynamics GP 2013 SP2, have you been asked how to adjust the size of the Favorites Pane within the SmartList window? If so, here is how it is done: The SmartList Favorites Pane can be adjusted through the SmartList menu. With the SmartList window open, navigate to SmartList >> Favorites Pane >> […]
How-To Add a Microsoft Dynamics GP User
Our Technical Project Manager Mike Zapp offers a step-by-step guide to adding a new Dynamics GP User. There are actually three steps involved: 1- Add the user name/password, 2- Give the user access to one or more companies, 3- Set the user’s security role in each company they access. The creator MUST be logged into Dynamics GP […]
Restoring a Copy of Your Live Dynamics GP 2013 Database to a TEST Environment
When restoring a copy of your live Dynamics GP 2013 database to a TEST environment, you will need to update the SY00100 table to reflect the proper Company ID (CMPANYID) before you can successfully log in. To find out the proper value to populate within the SY00100.CMPANYID field, run the following script: SELECT * FROM […]
How to Add Your Company Logo to a Dynamics CRM Form
I recently received a customer request to allow Dynamics CRM users to click a link within an Account and open a URL in a new browser session. They didn’t want to make the user interrupt the natural process flow by making them click a ribbon button at the top of the browser. The following instructions […]
Advanced Reporting using Microsoft Dynamics GP
All the data that you prepare, setup and input in your ERP system is the raw data that your business generates. Regardless of what industry you’re in, there are some standard reports that we all use. The true power of your ERP system is not in how much data is in your system, or how […]
Configuring Company Charge Cards within Dynamics GP
Did you know there are two ways to configure company charge cards within Dynamics GP? They can be configured as a bank card or a charge card. When used as a “charge” card, they are associated back to a vendor account and the individual charges become open vouchers to be paid against the statement. When […]
Accessing the Batch Edit List in Microsoft Dynamics GP
Batch edit lists will prevent a headache. I have a handful of clients that call when a batch posting goes wrong and they don’t know what to do next. My first question is to ask if they have reviewed the batch edit list. Invariably the answer is no. Often users aren’t aware that such a […]
