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

Speeding up access to data with Quick Links


Like the shortcut bar, Quick Links provides fast access to data both inside and outside Dynamics GP. Although there is some overlap with shortcuts, Quick Links provide some unique features. For starters, related Quick Links are provided based on the user's home page role. Additionally, Quick Links also provide fast access to navigation lists, something that shortcuts can't do. In this recipe, we'll select an included navigation list and then add it as a Quick Link.

Getting ready

Navigation lists provide another way to work with data in Dynamics GP, and they can't be added to Shortcut bar. For our Quick Links example, we will look at adding a navigation list as a Quick Link.

How to do it...

To add a navigation list as a Quick Link, perform the following steps:

  1. Click on the Home button on the navigation bar to the left. On the main home screen, find the section labeled Quick Links.

  2. Place the cursor in the Quick Links box and a pencil will appear in the upper-right corner. Click on the small pencil icon and go to Add | Dynamics GP Navigation List:

  3. Click on the plus (+) sign next to Sales to expand these lists.

  4. Click on the plus (+) sign next to Accounts and select Customers. Click on OK to finish.

  5. In the open Quick Links Details box, find and select the Customers link. Click on the Move Up button repeatedly until Customers is at the top of the list and then click on OK:

How it works...

This process put the Customers Quick Link at the top of the Quick Links area. Now, clicking on the Customers Quick Link will immediately open that navigation list. Without this Quick Link, a user would need to select Sales from the home page and find the Customer link every time they need to add a customer. Simply selecting a Quick Link is a much faster way to get deep into Dynamics GP.

See also

  • Personalizing the home page by selecting the right role