Dynamics Streamlined 2015
- 1. #GPUGSummit | #INreno15 #GPUGSummit DYNAMICS GP STREAMLINED Speed Up Everyday Processing
- 2. #GPUGSummit | #INreno15 2 Senior Consultant Collins Computing, Inc. Headquarters: Southern California Office: Bend, Oregon 20+ years GP consulting experience “Tips & Tricks” & “What’s New” enthusiast LinkedIn: www.linkedin.com/in/abragilman/ GPUG Premium Member: Abra Gilman
- 3. #GPUGSummit | #INreno15 3 GPUG Member – Rick Zich, Mr Beer, President Tucson AZ, Milwaukee WI, Toronto CA Experience: • 20+ years experience in MRP (SAP, Baan, Visual, pcMRP, miSYS, ACCPAC) • 10+ years ecommerce/MRP integration • GP, eOne Smart Connect, HighJump EDI Fun Facts: • Largest Beer Kit manufacturer in the world. • Owned by Coopers Brewery out of Adelaide Australia
- 4. TIPS FOR ALL USERS
- 5. #GPUGSummit | #INreno15 5 CONNECT AREA SLOWING YOU DOWN? Find the “Customize” Link on the top right corner on the Main Home page. **Put it back after an upgrade or on your test company? For sign-on speed, sometimes better “off”.
- 6. #GPUGSummit | #INreno15 6 CUSTOMER EXPERIENCE REMINDER WON’T GO AWAY? Open up the Task. Click on the link “Name” at bottom. “I turn it off every month!”
- 7. #GPUGSummit | #INreno15 7 CUSTOMER EXPERIENCE REMINDER WON’T GO AWAY? Change status to Completed.Make your selection.
- 8. #GPUGSummit | #INreno15 8 CUSTOMER EXPERIENCE REMINDER WON’T GO AWAY? Next, Save the task, re-open it, and delete. **You can still access it from your ‘test’ company
- 9. #GPUGSummit | #INreno15 Microsoft Dynamics GP Dropdown > User Preferences CHOOSING WINDOW DISPLAY Non-Web-Client users decide how button menus will be displayed in user windows. (GP 2013 R2+) • If you mix Web Clients and Full Clients, it may be confusing • Not sure if this feature will stick around. • If users are really annoyed by big buttons, change for a company. The three choices for Window Command Display: Action Pane Action Pane Strip Menu Bar Microsoft Dynamics GP > User Preferences
- 10. #GPUGSummit | #INreno15 CHOOSING ACTION PANE OR ACTION PANE STRIP Action Pane Strip Action Pane (Default)
- 11. #GPUGSummit | #INreno15 CHOOSING ‘CLASSIC’ OPTION OF MENU BAR Menu Bar Buttons on bottom too * This option is most like pre-GP 2013 R2
- 12. #GPUGSummit | #INreno15 WINDOWS FROM MENUS, SHORTCUTS, QUICK LINKS
- 13. #GPUGSummit | #INreno15 ADDING GP WINDOWS TO TOOLBAR Right Click Toolbar, Click Customize, select which Series Toolbar, Add Window, Select Type of display (Image/Text). Show Image and Text!
- 14. #GPUGSummit | #INreno15 ADD QUICK LINKS Click on the pencil in the Quick Link area to modify list. Select Your Window Select to add Window, List, Web Page, or File
- 15. #GPUGSummit | #INreno15 MODIFY QUICK LINK - CHANGE NAME Move the item UP/DOWN the list appearing on Home Page. The default name may not be specific enough (ie “Accounts)
- 16. #GPUGSummit | #INreno15 ADD ITEMS TO HOME PANE TOO.
- 17. #GPUGSummit | #INreno15 SAME WINDOW OPENS FROM EACH
- 18. #GPUGSummit | #INreno15 WHY ISN’T MY SMARTLIST DISPLAYING? 18 If a report processing, OR is displaying on your screen, the smartlist will not display. It is considered a ‘report’.
- 19. #GPUGSummit | #INreno15 HOW CAN I TELL IS A REPORT IS PROCESSING? • Allow to complete. • Some items can be removed. • DON’T suspend, it sticks the rest! • Redisplay to see updates. • Details show some info. File > Process Monitor Click on File > Process Monitor Click on Item, Then on action..
- 20. #GPUGSummit | #INreno15 Use ‘Copy Settings’ while creating a new user to automatically assign user settings 20 Copy User Settings – Maybe.
- 21. #GPUGSummit | #INreno15 Administration >> Utilities >> System >> Send Users Message Use the Send Message window to select how to send a message to the users. – If Online, it will display a popup or assign a task – If Offline, you can assign a task 21 Message Other Users
- 22. #GPUGSummit | #INreno15 GL PASTE FROM EXCEL 1. Start a journal entry, create the header information. 2. Go to your spreadsheet and highlight the data. 3. Go back to the journal and hit paste. 4. Now Post! If
- 23. #GPUGSummit | #INreno15 23
- 24. #GPUGSummit | #INreno15 Maybe ADDING REPORTS TO MY REPORTS
- 25. #GPUGSummit | #INreno15 THANKS FOR ATTENDING! FILL OUT YOUR GPUG SURVEYS PLEASE! 25 RickZ@MrBeer.com (Rick Zich) Abra.Gilman@CollinsComputing.com (Abra Gilman)