20 Tips for Dynamics GP in 20 Minutes

1. 20Tips for Dynamics GP in 20 Minutes Favorite Content Provided by Mark Polino, CPA Microsoft MVPPrincipal Consultant, I.B.I.S., Inc

2. Share • Feel free to Tweet, Blog or update Facebook live with things you learned in this session. • Official Tag: #GPUG

3. Keep Up • This session is very fast. • Write down the numbers of the tips that interest you. • Follow up later with detail slides at the end. • Relax and enjoy.

4. Agenda • System • Reporting • SQL • GL, Inventory, Sales • Support

5. System • Reduce errors by fixing Auto Complete • Prevent mistakes with <TEST> Companies • Connect with Custom Links • Personalize with Internet User Defined fields • Brighten up with Colored Backgrounds • Save time with Date Entry

6. Reporting • Improve SmartList search with SQL Search Shortcuts • Speed up SmartList exports to Excel with a Dex.ini switch • Analyze everything with PowerPivot • Cleanup reporting by renaming SmartList columns

7. SQL • Cash in when Customers who bought X also bought Y • Copy better by copying headers from SQL

8. GL, Inventory, Sales • Improve balancing with Allow Transaction Entry • Clean lookups by removing inactive accounts • Lower risk by stopping the sale of discontinued items • Speed Collections and AR with Paid Transaction Removal

9. Support • Diagnose security issues with the Support Debugging Tool • Get more of everything with Business Ready Licensing • Find help with MyGPSearch.com • Smarten up with Learning Snacks

10. More Tips • Microsoft Dynamics GP 2010 Cookbook • Book, eBook (ePub) and PDF Options • Amazon, Barnes and Noble, Packt Publishing

11. Even More Tips

12. Follow Up Follow up PowerPoint deck has lots of detail and links for more information More Follow up: • mpolino@ibis.com • Twitter.com/DynAcctNet • Facebook.com/DynAcctNet

13. Thank You Thanks for putting the U in GPUG

14. Detail Slides

15. System • Reduce errors by fixing Auto Complete • Auto Complete finishes your entries for you. • It’s great until you misspell something and are stuck with it forever. • To get rid of it, start typing until the error shows up in Auto Complete. • Right click and hit Remove from List. • Prevent mistakes with <TEST> Companies • Add <TEST> next to company name in GP. • Warning message will pop up when users log in. • More info here: http://msdynamicsgp.blogspot.com/2008/10/activating-test-company-message.html • Connect with Custom Links • Custom links let you associate a web page with master records. • For example, you can associate a bank’s web page with a bank account. • Clicking on the bank account link now gives you an option to go to either the bank account setup or the bank’s web page. • Setup is done in Tools-Setup-Company-Custom Link. • Details here: http://msdynamicsgp.blogspot.com/2006/07/weekly-dynamiccustom-links.html • Personalize with Internet User Defined fields • The titles for Internet User Defined fields can be changed globally • This allows the use of more than one email or web address throughout the system • Tools->Setup->Company->Company, Click “Internet User Defined” • http://msdynamicsgp.blogspot.com/2009/09/weekly-dynamic-internet-user-defined.html • Brighten up with Colored Backgrounds • Unsupported add in from Microsoft, the Support Debugging Tool offers an option to change the background color of Windows based on the company. • Useful to ensure entry in the correct company • Support Debugging Tool is available only via the partner at no cost • http://blogs.msdn.com/developingfordynamicsgp/archive/2009/06/05/support-debugging-tool-build-11-released.aspx • Save time with Date Entry • Clicking the plus (+) and minus (-) keys on date fields in Dynamics GP increases or decreases the date by one day. • Keying on the day number in a date field will cause Dynamics GP to fill in the current month and year. For example, keying “23” on 9/5/10 will input the date 9/23/10 in the date box. Thanks to Todd McDaniel for reminding me of this one.

16. Reporting • Improve SmartList search with SQL Search Shortcuts • You can use SQL search shortcuts in SmartList searches. Details here: http://gp2themax.blogspot.com/search?q=sql+search Thanks to Frank Hamelly • Speed up SmartList exports to Excel with a Dex.ini switch • Undocumented Dex.ini switch SmartlistEnhancedExcelExport=TRUE dramatically speeds up SmartList exports to Excel. Details here:http://msdynamicsgp.blogspot.com/2010/05/read-this-right-now-smartlist-exports.html • Analyze everything with PowerPivot • PowerPivot brings BI to the Power User with the familiarity of Excel and power that Excel has only dreamed of. Details at http://www.powerpivot.com/ • Cleanup reporting by renaming SmartList columns • If you don’t like columns with names like ATYALLOC in your SmartList simply rename them. • Open a SmartList and click Columns. Change a column name in the Display Name column and save the SmartList as a favorite. • Information here: http://msdynamicsgp.blogspot.com/2006/06/weekly-dynamic-change-column-titles-in.html

17. SQL • Cash in when Customers who bought X also bought Y • We have SQL to show related products bought by customers. This is similar to Amazon.com’s related products display. SQL Code at: http://msdynamicsgp.blogspot.com/2010/06/weekly-dynamic-customers-who-bought-x.html • Copy better by copying headers • SQL Management Studio doesn’t copy headers with data by default. The setting to change this is in Tools | Options | Query Results | SQL Server | Results to Grid |check the box "Include Column headers when copying or saving the results." • http://msdynamicsgp.blogspot.com/2009/10/weekly-dynamic-copy-headings-and-data.html

18. GL, Inventory, Sales • Improve balancing with Allow Transaction Entry • Force sub ledger entries by preventing journal entries to certain accounts like AR and AP • Cards->Financial->Account, Key or Lookup Account • Uncheck Allow Account Entry • http://msdynamicsgp.blogspot.com/2009/03/weekly-dynamic-improve-balancing-with.html • Clean lookups by removing inactive accounts • Removing inactive accounts from lookups helps clean up the look ups and speed account entry. • This can be done before year since the accounts aren’t being removed from the system, just from lookups for Sales, Purchasing, Inventory and Payroll. • Details at: http://gp2themax.blogspot.com/2010/04/gptip42day-eliminate-inactive-accounts.html Thanks to Frank Hamelly. • Lower risk by stopping the sale of discontinued items • Discontinued items can be sold until gone by default • Typical advice is to write off items to prevent sale if necessary • A setting can prevent the sale of discontinued items without writing off the items • Turn it on at Tools->Setup->Sales->Sales Order Processing, Options, Uncheck “Allow Sales of Discontinued Items” in the bottom grid area • http://msdynamicsgp.blogspot.com/2009/08/weekly-dynamic-prevent-sale-of.html • Speed Collections and AR with Paid Transaction Removal • With a large number of open transactions, the Collections Management windows can bog down and move slowly • The only solution is to run the Paid Transaction Removal routine • Run the Paid Transaction Removal Routine in Project Accounting first (if applicable) then in AR • Paid Transaction Removal moves paid transactions from Open to History. It does not delete data • http://msdynamicsgp.blogspot.com/2009/09/weekly-dynamic-speed-up-collections.html

19. Support • Diagnose security issues with the Support Debugging Tool • Part of the Support Debugging Tool • Provides additional security information including who has what access to what window • Tools->Support Debugging Tool->Debugger->Security Profiler ->Tools->Start Manual Logging • Open Forms or Objects and review in Security Profiler Window • Drill Deeper with Security button • http://blogs.msdn.com/developingfordynamicsgp/pages/support-debugging-tool.aspx • Get more of everything with Business Ready Licensing • Business Ready Licensing provides a large number of available modules that many companies don’t effectively leverage. • Many modules are quickly implemented like Collections Management. • Don’t leave functionality on the table. If you have pain in an area, see if there is something in BRL that can help. • Find help with MyGPSearch.com • Search more than 100 sites and tens of thousands of answers focused on Dynamics GP. • Get support fast via the web, mobile phone or Android App • http://www.mygpsearch.com • Smarten up with Learning Snacks • GP has great new short videos on Dynamics GP 2010 called learning snacks. Get details here: http://blogs.msdn.com/b/gp/archive/2010/07/02/all-snacks-now-available.aspx Thanks to Amy Walsh of I.B.I.S. for her coverage of this.