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

Rearranging navigation to make it easier


The Navigation pane on the left-hand side of Dynamics GP is full of useful functions. Sometimes, it is too full! For many users, it's beneficial to rearrange items on the Navigation pane to better suit their role. We'll look at how to do that in this recipe.

Getting ready

Most users quickly discover that left-clicking and dragging the separator above the Home button on the left-hand side allows them to shrink and expand the space available for Navigation pane buttons. This expands the room for lists and shortcuts above the separator bar, by transforming the large buttons into smaller, less intuitive icons. However, there is so much more that can be done to personalize Navigation pane.

How to do it...

Cleaning up the Navigation pane can provide faster and simpler navigation options. Let's see how by completing the following steps:

  1. In the Navigation pane, select the bottom-right corner of the pane and click on Navigation Pane Options.

  2. From here, select Purchasing and move it to the top using the Move Up and Move Down buttons on the right-hand side.

  3. Then, select the Sales module and uncheck the Sales selection. Click on OK:

Now, the Purchasing choice has been moved to the top, where a user can have easy access to it, and the Sales option not (required for this user) has been removed.

How it works...

In our example, a heavy user of the Purchasing module now has the Navigation pane button immediately below the Home button and easily accessible. The Sales button, which wouldn't be used by a typical Purchasing employee, has been removed in order to clean up the interface.