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Using PSTL to merge Customer / Debtor Records

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Dynamics GP: Changing Settings on Default SmartLists

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Dynamics GP & SmartList - Excel Tip - Format as Table

For those of you on Dynamics GP 2013 and later, the SmartList export to Excel has been performance enhanced to make it quicker.

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Dynamics GP - Verifying Document Dates Are Valid

I have had a couple of support calls recently that have dealt with document dates that were completely invalid - one for the year 3013 and one for 1944.

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Dynamics GP - Utilise your Quick Links

I love learning new things about Dynamics GP and better still – I love it when new clients ask questions that make me think. Here is a co-create solution that my client (thanks Sharon) and I came up.

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Dynamics GP - SmartList - Renaming Columns

This is a simple little tip that is not necessarily that obvious if you haven’t been told about it. I had a client lamenting that users of her SmartList outputs were always asking what the headings.

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Overview of the ODC (Office Data Connector) for Dynamics GP

The ODC allows you to view Dynamics GP data in an Excel spreadsheet – without needing access to Dynamics GP itself.  This functionality is included with the base licensing of Dynamics GP.  Excel.

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Data Archiving in Dynamics GP

At our February user events we looked at the value of archiving data in your Dynamics GP database. There are some built in tools that will enable you to remove data from the database, but to use them.

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Dynamics GP - Using Custom Reminders

Dynamics GP comes with a range of preset alerts which are great for adding a reminder to your desktop. Using the Custom Reminders that link to SmartList favourites is a much better and very effective.

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Dynamics GP - Change Global Defaults for SmartList

As a default, all SmartLists have the default to return a maximum of 1,000 records. For some areas of the system (e.g. Customer and Supplier records) this may be adequate. As soon as you need to look.

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