Posts From Express Information Systems

Startup and User Classes Folders

To automatically open a Microsoft Dynamics GP window, website, macro, external document or Smartlist, utilize the Startup folder on the Shortcut bar.

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Who Posted this Journal Entry?

To find out the user who posted a journal entry, add the User Who Posted field to the Account Transactions SmartList.

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Create Personal Views in Microsoft Dynamics CRM 2011

For a variety of reasons, Microsoft Dynamics CRM Users often have the need to view data in different ways from each other. Create Personal Views is a great function to speed access to the data needed.

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Working with the Reading Pane

Microsoft Dynamics CRM 2011 extends the familiar Microsoft Office Outlook reading pane to most entities within the Microsoft Dynamics CRM Outlook client. For each entity, the reading pane can be placed to the left, right, or at the bottom of the window. There is also an option to turn the reading pane off. However, the Off setting only persists for the current session. When reopening Outlook the pane is back on. These placement settings are under the View section of the menu ribbon.

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Working with the Microsoft CRM 2011 Reading Pane

In CRM 2011 Microsoft has extended the familiar Outlook reading pane to most entities within the CRM Outlook client.

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GoingGreen GP is Better, Right out of the Box!

Today, many companies are looking for ways to “Go Green” with positive incentives like being earth-friendly, saving costs on paper, storage space, postage, and staffing. Whatever the motivation may be, Microsoft Dynamics GP offers many ‘out of the box’ possibilities. Here are a few ways to begin taking your organization to a greener place!

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Refreshable Excel Reports Mean Right-to-the-Minute Data

A high priority on every CFO’s task list is equipping employees with the best tools to gather the correct and most current information in order to make the best decisions with real time results. Using Microsoft Dynamics GP with Smartlist Builder to publish refreshable Microsoft Office Excel reports into Microsoft Outlook is a fantastic way to put a check on that list. With the ability to format the reports to include graphs, arrange information so its best understood by the user, and refresh at any time to gather the most current data – making an informed decision goes from burdening task to smooth solution.

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Debits and Credits – Adding Custom Links

Users can add Custom Links in Microsoft Dynamics GP for email, website or documents links. One example is to add a vendor contract to the Vendor ID field. The document needs to be added to the desired Vendor Address ID

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Editing AutoComplete

Memorized entries made for fields like Customer ID, Vendor ID and Address ID can be changed. The AutoComplete Setup window can be found by going to Microsoft Dynamics GP menu, click on User Preferences, and choose AutoComplete. Turn the AutoComplete feature on or off by unchecking the checkbox to Show AutoComplete suggestions. Remove unused entries after a specific number of days. Last, users can specify the number of entries the system will store for each field. After making changes to the AutoComplete Setup window, log out of Microsoft Dynamics GP then log back in for the changes to take effect.

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