Managing Customizations in Dynamics GP

Recently, a customer approached me with questions about how a particular custom report could be deployed to all users. After explaining all the ins and outs of Dynamics GP customization deployment, it occurred to me that a lot of users (and their IT support folks) are not entirely aware of how to best manage customizations across their companies. This lack of understanding can potentially lead to lost customizations or reports when a workstation is replaced or when an upgrade is performed. This blog explains the options you have and pros and cons of each of them. Read More...

Document attachment in Dynamics GP

From version 2013R2, Microsoft introduced a new way to manage document attachments in Dynamics GP. We call this functionality DocAttach. DocAttach is an excellent functionality that allows users to add all sorts of documents to either master records or transaction records within the application.

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Awesome New All-in-One views!

All-in-One Views (AIO) are an exceptional new feature that allows the user to easily track the complete cycle for a particular transaction or group of transactions. AIOs have been introduced in Dynamics since version 2015 with the first one being the Purchasing AIO, but in GP2016 we now have new Sales and Inventory AIOs to go with it. This makes for easy review of the transaction flow for any documents selected by the user. Read More...

Changing the date with the keyboard... Super-fast!

Changing the date of a transaction in Dynamics GP is something normally done by using the calendar button, or by typing the date on a date field. Did you know that you can also change the date with the keyboard way faster? Here we show you how: Read More...