Book Image

Microsoft Dynamics GP 2016 Cookbook

By : Mark Polino, Ian Grieve
Book Image

Microsoft Dynamics GP 2016 Cookbook

By: Mark Polino, Ian Grieve

Overview of this book

The latest release of Dynamics GP 2016 offers a powerful, adaptable, and cloud enabled enterprise accounting software solution. The new version has experienced changes in serviced-based architecture, workflow, existing functionalities, and the introduction of plenty of new features. This book will help you get the most out of Dynamics GP quickly and effectively. This book picks up where implementation training leaves off. Whether you are new or experienced, you will find useful recipes to improve the way you use and work with Dynamics GP. The book starts with recipes designed to enhance the usefulness of Microsoft Dynamics GP by personalizing the look and feel of the application. Most of the recipes are designed to give you tips for a typical installation of Dynamics GP, including core financials and distribution modules. The book then moves through recipes that include automating Dynamics GP to allow users or administrators to focus on value adding tasks, connecting Dynamics GP to Microsoft Office, exposing hidden features in Dynamics GP, PowerBI, and much more!
Table of Contents (20 chapters)
Microsoft Dynamics GP 2016 Cookbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Further personalizing the home page by customizing the layout


The customization possible on the home page has been enhanced further in Microsoft Dynamics GP from the options that were available in Microsoft Dynamics GP 2010.

A default two-column layout will be loaded when the Home Page role is selected, but it can be customized by the user:

How to do it...

To change a user's Home Page role, complete the following steps:

  1. On the home page, click on the Customize this Page link in the upper-right corner.

  2. The content being displayed can be amended in the top Mark content to display section. To disable a piece of content, such as Connect, unmark the checkbox and click on OK, and this section will be removed from the home page.

  3. The expansion buttons, represented by a horizontal blue arrow, allow additional criteria to be defined.

  4. Business Analyzer has an additional option, Show All, which will show all of the selected Business Analyzer reports on the home page.

  5. Power BI also has an additional option, Show All, which will show all of the selected Power BI reports on the home page.

  6. The three available Column Layout fields can be selected by marking the required radio button.

  7. The final customization option available is the Column Stack option, which controls the display of home page sections when one is maximized by moving the remaining small windows to the top, bottom, right, or left.

  8. A section is maximized by clicking on the Maximize/Multicolumn Mode button (a square containing four arrows pointing outward from the center):

  9. Once the desired customization options have been selected, click on the OK button.

There's more...

In Microsoft Dynamics GP 2010, sections on the home page were reorganized within the Customize this page… window. In both Microsoft Dynamics GP Desktop Client and Web Client, reorganization is accomplished on the home page itself using the mouse to drag and drop the section in the same way as you would drag and drop a window.

The home page will automatically shuffle the other sections around as the selected one is being moved. When placed in the required position, release the mouse button and the section will drop into place:

See also

  • Managing personal reports with My Reports

  • The Speeding up Navigation lists by disabling Business Analyzer recipe in Chapter 11, Maintaining Dynamics GP